All Day Workshops

9:30 am to 3:30 pm

Price: $160    Register

Presenter: Sheryl Easter
Organization: Nordic

Just over a year ago many of us faced the fallout of the largest cyber-attack on the healthcare industry. A report from Fox News in early 2025, stated “…cyberattack exposes 190 million in largest US healthcare data breach”. Becker’s reported on February 21, 2025, that “The attack sent shockwaves through the healthcare industry, disrupting care delivery and threatening the financial stability of hospital nationwide”.

If we learned anything over the last year, it was that organizations had become too dependent on vendors and third-party solutions to ensure clean claims through bridge routines, payer edits checks and mapping. We didn’t fix what wasn’t broken until we were scrambling to find a way to get claims out the door during the cyber-attack. 

During this time did you find large bridge routines or edits in your claim’s scrubber?
Did you find maps linking to the payers built outside of MEDITECH?
Were you scrambling last year to find alternative methods to get claims out and rapidly alter existing claim builds?

Then this workshop is for you! If you weren’t impacted last year but are interested in improving your clean claims within your Expanse Claims application and reducing your dependency on third-party solutions, then this workflow is for you too! 

In this workshop, we’ll 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 Claims processing. Although this session is geared for the Expanse User, the methodologies and practices can be used in most versions of MEDITECH. 

Learning objectives:

• Breaking down the Claim Components: Understanding the key dictionaries for the claim components can be challenging but with proper tools, sites can implement and optimize with ease.
• Enhancing the Claim through Expanded/Enhanced Build: Maps, Sets, Account Checks, Matrix, Max Units and other advanced claims builds.
• Automating claims output and reducing denials for primary and non-primary claims submissions
• Use of Account Checks/Account Check Sets: Improve Clean Claims using Account Checks, Account Check Sets, and appropriate timing.
• Improving via Claim Matrix, Max Units, and Alt Codes: Provide tools to help organizations advance methods of improvement through claim matrix, charge matrix, max units and alt codes.
• Bring it all together through the Bill and Claims Eligibility Rules: Understanding how to bring all the claim components and improvements together through the Bill and Claims Eligibility Rule
• Minimize Denials of Secondary Billing: Understanding the key set-up for non-primary insurance billing to minimize the denials.

Sheryl Easter is a Principal Consultant with Nordic Global Consulting supporting both US and international organizations. She has over 38 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. She became an educator focusing on healthcare regulations, optimizations, changes, and revenue cycle.

Morning Workshops

9:30 am to 12:00 pm

Price: $80    Register

Presenters: Chad Turner and Micaela Ashton
Organizations: Nordic Global; Southeast Alaska Regional Health Consortium (SEARHC), Juneau, Alaska

The implementation of MEDITECH's Long Term Care (LTC) application represents a pivotal advancement in the management of long-term care facilities, emphasizing both innovative integrated technology and enhanced patient care. This workshop delves into the systematic approach undertaken to integrate this comprehensive and fully integrated application within a multi-facility healthcare system, highlighting key phases from initial planning to full-scale deployment.

Key topics include:

• Background and Objectives: Understanding the need for a robust LTC application to streamline operations, enhance documentation accuracy, and improve resident outcomes.
• Project Planning and Leadership: The role of strategic leadership and meticulous planning in navigating the complexities of implementation.
• Challenges and Solutions: Addressing obstacles such as data migration, user training, and workflow optimization, and the solutions devised to overcome these hurdles.
• Integration with Existing Systems: Ensuring seamless interoperability with other MEDITECH modules and third-party applications, enhancing overall efficiency and care coordination.
• Outcomes and Benefits: Analyzing the impact on clinical and administrative processes, showcasing improvements in documentation, regulatory compliance, and patient care.
• MDS: Developing processes that streamline data sharing, look backs, flowsheets, and transmission management are key to promoting efficiency in the Long Term Care
• Case Management: Inclusion of case management into the roll out and development process using MEDITECH’s CMG was key to promoting efficiency within the review and resident intake and discharge processes
• Revenue Cycle: PDPM billing set up for multifacility needs
• Future Directions: Exploring ongoing optimization efforts and future enhancements to the LTC application to continuously meet the evolving needs of long-term care facilities.

By sharing our journey, we aim to provide valuable insights and practical strategies for healthcare organizations embarking on similar implementations, ultimately fostering a collaborative environment for continuous improvement in long-term care. Southeastern Alaska Regional Healthcare Consortium (SEARHC) is uniquely positioned with multiple facilities across the entirety of Southeastern Alaska. From village Community Health Aid Providers (CHAPS), outpatient treatment rooms, emergency departments, two inpatient hospitals, along with behavioral health and long-term care services at its two Long Term Care facilities.

Learner outcomes:

• Understand the planning process and value of mapping out the course for the LTC roll out and development.
• Understand the complexities, processes, regulatory requirements, and management of MDS and MDS submissions
• Understand the incredible value that MEDITECH integration brings to the care and wellbeing of the LTC resident by using the application.

Chad Turner is a seasoned informatics consultant with over 27 years of expertise in project management, implementation, and optimization of clinical systems and financial services. He excels in professional/clinical quality, clinical documentation, charge capture, coding, and billing optimization. Chad's impressive track record includes the successful implementation of Long-Term Care, Ambulatory, Acute, Provider applications, CPOE, clinical and ancillary documentation systems. His extensive experience enhances application usage and optimization across diverse healthcare settings. In addition to his technical skills, Chad has adeptly led and managed application support teams for a large number of MEDITECH applications, seamlessly integrating niche systems. His extraordinary talent lies in leading and facilitating physician, clinical, and financial work groups, driving collaborative success and improved patient care.

Micaela Ashton is a seasoned clinical informatics nurse at Southeastern Alaska Healthcare Consortium (SEARHC). She has a wide range of specialties, and her experience and expertise include implementation, support, development, build, and operations. She began her career in a clinical role that progressed into her exiting role within clinical informatics.

Presenter: Kimberly Davie
Organization: MEDITECH

This workshop will provide a foundational overview of Order Management Rules, with a focus on how they can be leveraged to enhance Clinical Decision Support through Conflict, Print, CDS, and Clinical Data Rules. It is designed for Clinical IS staff who are responsible for building, maintaining, and implementing rules within ordering workflows at their organization.

Learning objectives:

• Have a deeper understanding of the capabilities of OM rules.
• Be equipped with tips for creating and troubleshooting rules.
• Understand how OM rule functionality can be applied to improve clinical decision support.

Kimberly Davie is a Clinical Support Specialist at MEDITECH, where she has supported Order Management and E-Prescribing since 2019.  Her early interest in rules has positioned her as a key leader and resource in the creation, troubleshooting, and documentation of OM rules.

Presenter: Daniel Collins
Organization: The HCISolution

Take your first step into the world of Report Designer with this beginner-friendly workshop. Whether you’re new to reporting or looking to refresh your skills, this session covers everything you need to get started. Learn the core principles of Report Designer, including key terminology, data retrieval methods from the MEDITECH system, and the basics of organizing and naming your reports. Understand how to choose the right report type for your needs, and explore essential tools like field lookups and index selection for better data handling.

Through hands-on practice, you'll gain the skills to enhance your reports with simple formatting techniques, such as adding borders, shading, and customizing text. Learn how to make your reports stand out by incorporating counters, creating dynamic headers, and configuring selection defaults. The workshop also introduces the Export mode in Report Designer, allowing you to easily extract data in the format you need.

By the end of the session, you'll have a solid foundation in Report Designer that empowers you to create clean, professional reports and take your reporting skills to the next level. This workshop is perfect for beginners eager to learn the basics and build confidence in their reporting abilities.

Learner outcomes:

• Demonstrate the creation of a new MEDITECH Report Designer report from initial concept to completion. This will provide the foundation for getting started with writing reports in Report Designer.
• Demonstrate the use of MEDITECH tools to find where different data elements are stored in the MEDITECH EHR. The learner will know how to identify the fields that satisfy their reporting requirements.
• Demonstrate the ability to add graphics to a Report Designer report. This skill will make reports more readable and more professional looking.

Daniel Collins, Executive Vice President of Operations at The HCISolution, 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.

Afternoon Workshops

1:00 pm to 3:30 pm

Price: $80    Register

Presenter: Claire Wennberg
Organization: Acmeware

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’ll 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!

Learner outcomes:

• Attendees will gain an understanding of Power BI concepts and terminology while learning how to design reports with Power BI Desktop.
• Optionally, if they bring a laptop, attendees will gain first-hand knowledge of Power BI Desktop while they design their own report during the workshop.
• You will impress your co-workers 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

Suggested prerequisite knowledge: Familiarity with MEDITECH Data Repository; Beginning to intermediate skills with report design applications.

Claire Wennberg, MSN, RN has over 15 years of healthcare experience and is passionate about leveraging data-driven solutions to enhance patient care. With extensive experience in both acute and ambulatory settings, Claire brings a strong focus on quality improvement and patient safety. She excels in integrating data analytics to identify trends, optimize workflows, and support clinical decision-making. Claire is highly skilled in Power BI, including data modeling and visualization, enabling her to create interactive dashboards that provide real-time insights.  Claire leads Acmeware's Empower solution and is dedicated to equipping healthcare leaders with the tools and knowledge to access and effectively utilize their data. She has successfully led cross-functional projects to meet regulatory requirements, improve population health management, and enhance patient experience. Claire holds a bachelor's degree in business administration from Boston University and a master's degree in nursing from the University of New Hampshire.

Presenter: Daniel Collins
Organization: The HCISolution

Report Designer is a powerful and complex tool that allows users to create custom reports, financial statements, and letters tailored to their organization’s needs. It provides a range of pre-defined formats that can be used as is or modified for greater customization. Mastering advanced Report Designer skills enables users to maximize the tool’s capabilities, streamline reporting workflows, and generate more accurate, insightful reports.

This course delves into key advanced techniques to enhance MEDITECH reporting. Participants will explore M-AT and FS data structures, gaining a deeper understanding of how data is organized and accessed within MEDITECH’s M-AT applications. The course also covers writing rules, teaching users how to retrieve and manipulate data using logical programming structures to customize report outputs.

Attendees will also learn to create calculated fields, leveraging Report Designer rules to generate dynamic, customized data points. Additionally, they will develop expertise in creating dynamic lists of data, an essential skill for organizing, navigating, and outputting information efficiently. Finally, the course will cover troubleshooting and debugging techniques, equipping participants with the skills to diagnose and resolve report issues effectively.

By advancing their Report Designer skills, users will be able to produce more sophisticated reports, improve data accuracy, and optimize MEDITECH’s reporting capabilities to better meet organizational needs.

Learner outcomes:

• Demonstrate the creation of a Report Designer rule, in order to calculate a value to be used in a report. The learner will not be limited to the MEDITECH standard fields.
• Demonstrate the ability to create, sort, search, and traverse a list. Understanding how to work with MEDITECH lists provides the learner with an important tool in their report writing arsenal.
• Demonstrate how to enable the MEDITECH debugger tool in Report Designer rules.
• Understanding how to use the MEDITECH debugger in Report Designer is essential to correcting errors in the rule logic.

Daniel Collins, Executive Vice President of Operations at The HCISolution, 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.

Presenter: Allison Kulis, Jared Park, and Purvi Vyas
Organization: MEDITECH; First Databank

Combating alert fatigue is a continued challenge for many. MEDITECH remains committed to helping decrease unnecessary interruptions encountered during the ordering process. Learn about the options to reduce alerts for clinicians. Join us in this interactive course to collaborate on ways in which small changes can lead to big outcomes.

Learning objectives:

• Understand the options available to reduce alerts for clinicians during the ordering process.
• Learn about the related controls available in MEDITECH’s Interaction/Conflict Group Dictionary.
• Become educated on the various alerts that may generate and how to approach those scenarios with providers.

Allison Kulis is a Senior Manager with 18+ years’ experience at MEDITECH, specializing in Physician Products across all platforms. She currently leads the Ordering and ePrescribing client services team supporting healthcare organizations in the Northeast and Midwest, emphasizing customer satisfaction through effective communication and efficiency. Her recent work on alert fatigue initiatives demonstrates a strong commitment to improving clinical workflows and advocating for meaningful change. Allison is an active contributor, sharing her expertise at MEDITECH events and forums.

Jared Park, PMP, is a Senior Application Success Manager at First Databank, where he leads implementations of the AlertSpace solution to help healthcare organizations optimize their medication alerting systems. With a background in clinical decision support, Jared previously served as a project manager at Zynx Health, focusing on evidence-based order sets and plans of care. He will help present strategies for improving alert management to enhance medication screening effectiveness.

Purvi Vyas is a product owner for FDB AlertSpace at First Databank. Her background as a physical therapist includes extensive experience in community and specialty hospitals, long-term care, and outpatient settings. Drawing from her clinical expertise and previous product experience at a healthcare technology start-up, Purvi is dedicated to integrating her healthcare knowledge with innovative technology, using her skills to ensure that patient care remains at the forefront of product development.