Pre-Conference Workshops

Pre-Conference Workshops

Register now for the great workshops offered at the 2024 MUSE Inspire conference! 

From report writing to revenue cycle optimization; from data repository basics to clinical quality control; it's here!

Date: Tuesday, May 28, 2024

Morning Workshops

9:30 am to 12:00 pm

Price: $80    Register

701 - Web Oncology – Building and Maintaining Treatment Plans

Instructor: Sarah Smith
Organization: HCA Healthcare

MEDITECH Oncology has an extensive, NCCN backed, treatment plan library included in standard content.  Initial build strategy and especially maintenance can be a heavy lift for many teams. Attend this session to learn more about the oncology treatment plan build, tips, and tricks for speeding up the process, and hear lessons learned from my experiences implementing Web Oncology in an acute and ambulatory practice.

Learning objectives:
  • How to edit a Standard Content Treatment Plan to fit the facility’s needs.
  • Components of the treatment plan build.
  • trategies for maintaining edits to build once live/governance suggestions.

Instructor: Sarah Smith

Sarah Smith has a clinical background starting out in retail and specialty pharmacies and was a consultant for 13 years before transitioning to manage the Medical Oncology EMR and implementation space for HCA Healthcare. Her MEDITECH application specialties include Oncology, MIS, and Universe (in relation to the Person/User build), CMS/DMD, and Patient Portal. She also has experience in CWS, REG, AMB Front Office and Clinical, PCS, PHA, and LAB thanks to the integrations and collaborations needed within the Oncology implementation process.

702 - Creating Professional Reports: A Beginner's Workshop on Report Designer

Instructor: Dan Collins
Organization: The HCI Solution

Embark on a comprehensive journey into the world of report designer. Designed for beginners, this workshop equips you with the essential skills needed to excel in Report Designer. From writing your first report in just 10 minutes to mastering  techniques for professional report presentation, this single session covers it all. Learn the fundamentals of Report Designer, including terminology, data retrieval from the MEDITECH system, and report naming conventions.

  • Explore practical tips for versioning, selecting the appropriate report type, and utilizing field lookup tools and index selection effectively.
  • Delve deeper into Report Designer techniques, such as adding lines, boxes, shading, and more to enhance the readability and professionalism of your reports.
  • Discover how to incorporate counters, customize selection defaults, and create dynamic report headers for a polished finish.
  • Unlock the power of Report Designer's Export mode to effortlessly generate extraction reports tailored to your needs. 
  • Gain insights into defining records, selecting delimiters, and leveraging password protection for enhanced security.

Instructor: Dan Collins

Whether you're writing your first report or seeking to elevate your existing skills, this workshop provides a comprehensive foundation for success in report design. Unleash the full potential of your reporting endeavors.

Dan Collins has been at the forefront of EHR development and customer care for over 25 years. Dan enjoyed a successful career at MEDITECH spanning two decades of leading customer implementation and service teams that supported all MEDITECH platforms. Dan is a technically skilled leader and software developer with a career dedicated to best practices, customer care, and maintaining positive long-term customer and partner relationships.

703 - Scoping, Transformation, and Optimization of Expanse Ambulatory

Instructors: Al Monteiro and Wendy Frappier
Organization: Nordic Global

Is MEDITECH Expanse Ambulatory the best fit for your facility?
Have you already implemented MEDITECH Expanse Ambulatory, but would like to learn about advanced features and optimization? 
Is your ambulatory facility losing out on potential revenue opportunities due to missing billing components in clinical documentation?

MEDITECH’s Ambulatory module functionality can meet the requirements of many clinics, but might not be the best solution in all cases. Scoping and an evaluation of each clinic workflow and data management for an organisation’s ambulatory services requires thorough consideration and planning. Not all outpatient services are alike – oncology, dialysis, and infusions for instance pose challenges that may not fit specific clinical needs.

Due to time constraints and limited resources, most organizations manage to implement only the bare basics of the Expanse Ambulatory module. Several key features of the MEDITECH Expanse Ambulatory module like Registries, Widgets, Immunization Management and Health Maintenance protocols are postponed to post-live optimization.

In this information-packed workshop, we will use our recent experiences from implementing and optimizing Expanse Ambulatory at various facilities across US and Canada.

You will learn:
  • A scoping approach to help you plan and evaluate if Expanse Ambulatory is the best fit for your facility (with recent examples).
  • Review of “charging from documentation” and advanced clinical documentation tips and techniques.
  • Harness the power of “Registries” to monitor and report on patient population health based on criteria like age, diagnosis, next immunization/mammography due dates, lab results, and query responses – learn to build a registry.
  • Showcase – Post LIVE optimization, transformation, and revenue augmentation at Lawrence General Hospital’s ambulatory facility.
  • MIPS Preparedness and EHR Excellence Toolkits (example of Depression and Suicide Prevention Toolkit implementation).
  • A collaborative approach to integrating external community health centres with in-patient facility.
Learning objectives:
  • Learn how Expanse Ambulatory can integrate with their inpatient and ED departments.
  • Optimization using Registries and Advanced Clinical Documentation techniques.
  • Attendees will learn the use of Registries with examples.
  • Learn all steps involved in building and maintaining a Registry.
  • Learn about Advanced Documentation techniques and "charge capture from documentation.”
  • Attendees will learn how to prepare for MIPS using Ambulatory Expanse.

Instructors: Al Monteiro and Wendy Frappier

Al Monteiro is an Associate Consultant with Nordic Global Consulting. He is a result-driven healthcare IT professional with over 13 years of MEDITECH experience; the last seven years being focused primarily on MEDITECH Expanse Ambulatory implementation and optimization projects at various facilities across US and Canada. Al Monteiro lead the early adoption of MEDITECH’s evidence-based Depression and Suicide Prevention Toolkit at Coffeyville Medical Regional Center’s Ambulatory facility.

Wendy Frappier has been a healthcare provider and consultant for over 30 years, with extensive knowledge of MEDITECH systems and project management, particularly on large Canadian implementations. Wendy has extensive experience with clinical applications and web applications in Expanse and interface management.

704 - See the Difference and How-Tos: Rule-Driven Order Screens in Expanse

Presenter: Angela DePas
Organization: CereCore

Rule-driven order screens can improve workflow for clinicians and help make ordering easier. Plus, adding rules to Order Management screens can improve data integrity, which has a positive ripple effect of saving time and improving reporting. Ultimately, these wins can help feed the development of clinical best practices. See Expanse demos comparing an order screen with rules and the same order without rules. Get practical optimization tips that you can apply in your organization and deliver quick wins that make a difference in time savings for your providers, clinicians, and IT partners.

Learning objectives:
  • See Expanse demos comparing an order screen with rules and the same order without rules.
  • Discuss how optimization can benefit your organization and consider quick wins that could make a difference in time savings for your providers, clinicians, and IT partners.
  • Learn how rule-driven order screens can improve workflow for clinicians and help make ordering easier.
  • • Learn tips and tricks of writing screen rules as well as review the different rule types.

Instructor: Angela DePas

Angela DePas, RN, BSN Consultant with CereCore MEDITECH Professional Services, has 26+ years of healthcare experience and 21+ years of healthcare IT experience. She enjoys sharing her expertise as an advanced NPR Report Writer and Screen developer, Report Designer, and M-AT Rules; and she has developed M-AT Rules catalog.

Afternoon Workshops

1:00 pm to 3:30 pm

Price: $80    Register

801- How to Monitor and Reconcile Charges in Expanse

Presenter: Dawn Osborn
Organization: CereCore

Physician revenue can be tricky to monitor. A new implementation, a new department or service line, or an abnormal revenue trend might indicate a need to closely monitor charges in Expanse. What are some warning signs that charges might not be flowing correctly in Expanse? What’s the easiest way to monitor provider documentation and subsequent charges? Attend this interactive session and learn strategies that can help any clinical department who needs to review revenue.

Learning objectives:

  • Learn how to pull a billing report for their module and review charge rejections.
  • Gain an understanding of the places within Expanse to monitor provider documentation and subsequent charges.
  • Learn how to trend revenue in the Financial Status Desktop (FSD).

Instructor: Dawn Osborn

Dawn Osborn has more than 30 years of healthcare informatics experience, with the last 17 years dedicated solely to MEDITECH Revenue Cycle applications. She works at CereCore in the MEDITECH Professional Services Group as a Senior Consultant doing implementation, post-live optimization, assessment, and project work. Prior to consulting, she worked in the healthcare setting in key revenue cycle-related management and database admin roles. Dawn has a Master Degree in Healthcare Information Administration from the Medical University of South Carolina (MUSC) and a Bachelor Degree in Clinical Laboratory Sciences, also from MUSC.

802- Power BI Fundamentals

Instructor: Ian Proffer
Organization: Acmeware, Inc.

Want to learn a better way to present information from MEDITECH Data Repository? Come to our Tuesday workshop to get immediate hands-on experience with Microsoft Power BI Desktop. Power BI puts dynamic and interactive report design at your fingertips, making it easy to improve your business and clinical analytics with easy to use and cost-effective report design tools. 

In this workshop, we will introduce you to the different desktop and cloud-based components of Microsoft’s business intelligence platform. Then we’ll dive in and show you how to build your own inpatient dashboard with Power BI Desktop while demonstrating some of the software’s niftier features – like slicers and drill-through capability – that will give your reports a great user experience.  

Attendees are encouraged to bring a laptop for real-time hands-on report building experience. (If you can’t, don’t worry, you can follow along as our instructors show you how.) When you’re finished, you’ll have a report you can use with your own MEDITECH Data Repository after you return home from the conference.

Power BI will impress you with its beautiful interface, instant performance, and deep ability to slice and dice your data any way you want – it’s unlike anything used until now for reporting from Data Repository. Don’t miss this fun and informative workshop!

Learning objectives:

  • Gain an understanding of Power BI concepts and terminology.
  • Learn how to design reports with Power BI Desktop.
  • Hands-on learning while designing your own report during the workshop.

Instructor: Ian Proffer

Ian Proffer is Acmeware’s Director of Communication and Training. Before joining Acmeware in 2007, he spent seven years in healthcare IT at Jefferson Healthcare in Port Townsend, WA (a MEDITECH C/S site) and Harborview Medical Center in Seattle. Ian has worked for the last 20 years as a consultant, report writer, database analyst, administrator, and architect, including four years at Microsoft Corp. His practical work experience in healthcare includes database analysis and administration, report and application authoring and development, and user education and training.

803 - Take the Mystery Out of Charge Forwarding (MEDITECH Expanse Acute/Ambulatory)

Instructor: Sheryl Easter
Organization: Nordic

Are your Ambulatory/Acute teams faced with challenges related to charge forwarding and is the set-up and decision making a mystery? Whether you are in the process of implementing or thinking about implementing, this workshop will help you with the next steps. Maybe you are already LIVE with Charge Forwarding and just want to lea to improve some of the workflows/build within your system. Then this is the workshop for you!

Healthcare leaders continue to face increasing pressures and in recent years, system functionality has been enhanced to improve the patient experience, create a single record between providers, clinics, and hospitals, and reduce repetitive data capturing. But, in some cases, if not optimally implemented can increase workarounds. 

In this workshop, we will provide tools and guidance to assist in improving your current MEDITECH Expanse workflow/build to help with decisions you are faced with implementing new functionality related to Charge Forwarding.  

Learning objectives:

  • Gain knowledge of the Charge Forwarding workflows and set-up to enhance optimized build.
  • Obtain tools to efficiently design/plan/optimize the Charge Forwarding functionality.
  • • Understand the dictionary dependencies and optimal build components for a fully integrated process.

Instructor: Sheryl Easter

Sheryl Easter is a Principal Consultant with Nordic Global Consulting supporting both US and international organizations. She has over 35 years’ experience working closely with healthcare organizations to help improve their Revenue Cycle and Financial Processes, resulting in increased revenue and decreased avoidable write-offs for the facilities.

Sheryl has functioned in various roles including Managing Director-Revenue Cycle & Finance, Project Manager, Senior Management Consultant, and Senior Financial Analyst working in the areas of Patient Financial Services, Patient Access, Scheduling, Materials Management, Authorization/Referral Management, Health Information Management, Abstracting, Payroll, and General Financials. Education has been a key motivator, and after achieving a master’s degree (MBA/HCM) with a large focus on healthcare, became and educator focusing on healthcare regulations, optimizations, changes, and revenue cycle.

804 - Order Management Rules Workshop

Instructor: Kevin Judge
Organization: MEDITECH

The Order Management Rules workshop will outline how OM rules can be applied to enhance Clinical Decision Support within the OM application. This workshop is intended for Clinical IS staff responsible for building, maintaining, and implementing rules within ordering workflows at their organization.

Learning Objectives:
  • Gain a better understanding of the capabilities of OM rules.
  • Learn tips for creating and troubleshooting rules.
  • Discover how OM rule functionality can be applied to improve clinical decision support.

Instructor: Kevin Judge, Analyst, Client Services, MEDITECH