Track: Support & Technology
Presenters: Trevor Clere and Katie Via
Organization: Wooster Community Hospital, Wooster, Ohio

Every downtime should be planned. Managing downtime is a collaborative effort in coordinating systems, vendors, staff, and caregivers. It starts with defining downtime. We can extend the conversation into disaster preparedness, backups, and security; however, we will focus on efforts to confidently maintaining patient care when the standards and norms are not available.

Learner outcomes:

• Detailing a playbook that is applicable during planned or unplanned downtime.
• Establishing consistent and reliable processes for providing care during various downtime scenarios.
• Understanding how various systems and resources can be utilized to affect continuous, safe patient care when primary systems are degraded or offline.

Director of Information Systems Trevor Clere is a leader with greater than 30 years experience in healthcare. With beginnings in Pathology and a consistent bend for technology throughout his career he is dedicated to enabling efficient, stable and secure technical workflows in patient care. Trevor prioritizes transparency and availability in technology and innovation, reliability and positivity in team culture in support of organizational goals to provide accessible high quality patient care to the community.

With over 12 years of dedicated service at Wooster Community Hospital, Katie Via recently transitioned into the role of Information Systems Provider Liaison. With a diverse background that includes serving as a Licensed Physical Therapist Assistant, as well as experience as an EMT and 911 dispatcher, Katie brings a unique and valuable perspective to her work. Her extensive clinical and emergency response expertise enables her to effectively bridge the gap between technology and patient care, ensuring seamless integration and optimal use of information systems.

Track: Expanse
Presenter: Sadiq Pabani
Organization: Royal Victoria Regional Health Centre, Barrie, Ontario

Issue: There is no easy way to order LU codes in the discharge prescriptions section. Medications are restricted by FDB formulary, so cannot add this as a default label comment. There are fields within the prescription options that are of similar use for American customers, such as “Prior Authorization”, are also not available to us to customize or utilize.

Solutions explored: Our team had worked with MEDITECH, and they did not have any internal solutions for this identified issue, however they had directed us to another site who had found a solution. The solution they had implemented was a pop up utilizing a rule on all medications that have an LU code attached notifying the provider that there could be an LU code available. This option was mocked up and presented to providers, however providers did not like the extra mandatory clicks required with this solution. Our team explored different options utilizing Ambulatory protocols. Our team explored having the LU codes as a text protocol attached to medications that would print all the possible LU codes and descriptions for a medication on the prescription. The physician would have to then need to circle the appropriate code, if any, for it to be applicable. This solution was better received by end users; however, it was causing prescriptions to have an extended number of pages and would require the physician to go through and assess the codes if warranted.

The final solution that we have developed and implemented is continuing with Ambulatory Protocols, we then explored the option of using custom a custom CDS. We would attach the protocol to the applicable medications and have a drop-down query with the possible LU codes. Using a rule, we can populate the LU code description to a text box based on the selection, so it populates the correct information to the prescription. Upon getting end user feedback, we added a brief descriptor to the options in the drop-down box as well did not make any of the queries mandatory. This solution was well received by our providers, seen as beneficial and has since been implemented

Feedback and steps going forward:

• Feedback received after implementation was the lack of notification to providers of the available protocol. It was noted by providers that that there is no notification or way to identify that there are LU codes available for the medication. The Protocol field on the prescription is only visible and highlighted when a protocol is available, however it shows up in the same black as the other tabs.
• Developing a report to collect usage stats: this will help us understand how much this solution is being used and areas for improvement.
• Increasing physician education: this will help uptake.

Learner outcomes:

• Attendees will learn how to add custom text/codes to outpatient prescriptions.
• Attendees will become more familiar with ambulatory protocols.
• Attendees will become more familiar with using rules to display specific outcomes.

Sadiq Pabani, clinical analyst, is a pharmacist by training and has been working at Royal Victoria Regional Health since 2011 in different clinical areas such as Outpatient Oncology, Respiratory and Surgical. In 2020, Sadiq joined the build team to build pharmacy and OM dictionaries and continued to work to support the pharmacy and order management dictionaries; and supporting physicians on order set builds and reviews.

Track: Expanse
Presenter: Samantha Walker
Organization: Halton Healthcare, Oakville, Ontario

In today’s rapidly evolving digital healthcare landscape, ensuring that healthcare professionals possess strong informatics competencies is crucial for optimizing patient care, enhancing efficiency, and maintaining compliance with professional and regulatory standards. The Back to Basics: Monthly Informatics Education Topics initiative was developed to address common challenges identified through incident reporting, staff observations, and feedback from frontline workers, professional practice leaders, and management.

Recent data from the College of Nurses of Ontario shows that new graduate nursing numbers are increasing each year. The nursing shortage has been long predicted and the gap between experienced staff and entry to practice staff continues to be a challenge. Nurses with 0-5 years experience are making up on average about 50% of staff in acute care facilities. At Halton Healthcare, over 70% of ED nursing staff have under 3.5 years of experience.

This Back to Basics initiative employs a structured approach to informatics education, beginning with a comprehensive needs assessment to identify gaps in knowledge and system utilization. The curriculum is designed using adult learning principles, focusing on core informatics competencies that enable healthcare professionals to effectively leverage information and communication technologies in their daily practice. Each monthly topic is carefully curated to reinforce foundational skills and introduce practical strategies for improving digital literacy that align with practice and quality initiatives.

A multimodal approach ensures accessibility and engagement, utilizing tip sheets (both electronic and paper-based), instructional videos, standardized scripting for consistent messaging in huddles and rounding, and interactive test patient scenarios. These resources are made available through a dedicated SharePoint site, enhancing accessibility and ongoing learning.

The Back to Basics program has demonstrated measurable success since its launch in June 2024, with 150+ documented instances of touchpoints across 32 patient care units. Rounding sessions account for 66% of engagements, while 34% occur through huddles. Evaluation metrics indicate a high level of effectiveness, with 95% of participants reporting increased efficiency in their work and 88% finding the topics directly applicable to their roles.

Looking forward, the initiative will continue to evolve through ongoing feedback and data-driven refinements. By fostering a culture of continuous learning and digital proficiency, the program aims to improve operational efficiencies, leading to streamlined workflows and reduced redundancy. This increased efficiency may translate to better patient care, as staff are equipped with the knowledge and skills needed to utilize MEDITECH Expanse.

Learner outcomes:

• Understand current workforce in acute care settings and the importance of ensuring health care professionals have strong informatics skills to optimize patient care outcomes and healthcare delivery.
• Understand how to conduct a needs assessment and develop content that uses adult learning theory to promote topics across patient care units.
• How you can use these strategies and tools at your organization to enhance utilization, awareness and efficiency in MEDITECH Expanse.

Samantha Walker, Professional Practice Clinician – Informatics, is an enthusiastic, collaborative and passionate nurse clinician with 12 years of experience in emergency nursing, professional practice, education and clinical informatics.

Track: Expanse
Presenter: Melissa Morris
Organization: King's Daughters Medical Center, Brookhaven, Mississippi

High level overview of how to achieve successful Promoting Interoperability attestation (including eCQMs and AU/AR) using Quality Vantage without the need for a third-party vendor. Primarily focusing on the Acute environment but includes some cross-over to Ambulatory.

Learner outcomes:

• Find and use Best Practice and Build guides from MEDITECH's Regulatory website to capture data required for Quality Vantage.
• Learn how to set up Quality Vantage using the content from the MEDITECH guides.
• Learn how to submit data to the HQR website for Promoting Interoperability attestation.

Melissa Morris, MS MLS(ASCP)CM, CPHQ, Clinical Application Specialist, has 23 years of medical laboratory experience. She has provided clinical support for MEDITECH at King's Daughters Medical Center since 2014, with two years experience in Quality Management. Melissa currently supports MEDITECH Expanse 2.2 with a large focus on meeting regulatory compliance initiatives.

Track: Leadership & Culture
Presenter: Allison Yowell
Organization: Palo Pinto General Hospital, Mineral Wells, Texas

At Palo Pinto General Hospital (PPGH), our IT team struggled to balance daily operations with long-term planning. We were caught in a cycle of constantly reacting to issues, leaving little time to proactively address end-user needs or align with the hospital’s broader priorities. IT projects were often driven by regulatory deadlines, contract obligations, or urgent requests from senior leadership. Too often, we were brought in on projects late, handed last-minute tasks, and given tight deadlines. Operating in a “firefighting” mode, we faced competing priorities with no clear path to preventing issues before they arose.

A leadership change in the IT department created an opportunity to rethink how we operated and reshape how the organization perceived us. The goal was to transform IT from a reactive support function into a department that delivers both essential services and forward-thinking solutions. Achieving this required not only an internal reset but also stronger collaboration with senior leadership to ensure IT priorities aligned with the hospital’s strategic goals.

This session will explore PPGH’s journey in shifting IT from reactive to proactive and fostering alignment with the hospital’s broader objectives. It will also highlight the critical role of executive leadership and cross-departmental collaboration in driving this transformation.

Learner outcomes:

• How to approach the topic and engage senior leaders to understand the need for IT and hospital goal alignment.
• Understanding the vital components to moving your organization from reactive to proactive and how to quell the fear that this will slowdown progress.
• Steps to building a collaborative and aligned future state roadmap to ensure the projects providing the highest value to the organization are the ones the organization is investing in.

Allison Yowell is the Director of Informatics at Palo Pinto General Hospital, a small but mighty rural hospital serving Mineral Wells, Texas. We offer nearly 20 specialty services and operate 16 clinics across four towns, ensuring that our patients have access to a broad range of medical care close to home.

Allison’s career in healthcare began at the front lines working as a scheduler and insurance verification specialist in an oncology clinic. That early experience gave her insight into the administrative challenges patients face, and she still draws on that knowledge. As a nurse, Allison gained hands-on clinical experience in both the emergency department and oncology, where she developed a deep appreciation for the complexities of direct patient care, critical decision-making, and interdisciplinary collaboration.

Each role she has held has broadened her understanding of the relationship between clinical care, patient outcomes, and healthcare administration. This well-rounded perspective has been invaluable in her current leadership position, where she strives to understand on a deeper level the issues that the staff are facing to ensure our hospital continues to meet the needs of our community with excellence and compassion.

Track: Patient Engagement
Presenter: Eric Gasser
Organization: Wooster Community Hospital, Wooster, Ohio

The patient experience now starts long before patients walk through the doors of your organization – and extends after they leave. Wooster Community Hospital is innovating to create a great physical – and digital – experience, from a redesigned access center to full digital patient self-service. We will detail how his organization has used MEDITECH-integrated technology to revolutionize how patients access care and reach strategic goals.

Learner outcomes:

• Discuss the importance of patient self-service options in timely, efficient care and follow-ups.
• Learn how a regional health system is redesigning both the digital and physical “front door” to improve the patient experience.
• Understand opportunities to integrate patient-facing technology with MEDITECH Expanse for improved efficiency and patient satisfaction.

Eric Gasser, RN, CHCIO, is the Vice President and Chief Information Officer of Information Systems at Wooster Community Hospital Health System (WCH) in Wooster, Ohio. Eric began his career at WCH in 2006 as a clinical systems analyst, where he played a pivotal role in implementing Computerized Physician Order Entry (CPOE) and electronic physician documentation. Over his 18-year tenure at WCH, Eric has held various positions, including Supervisor of Applications and Director of Information Systems, before assuming his current role in 2017. Under his leadership, WCH has successfully utilized Expanse 2.2, running the web-based version of Ambulatory, ED, Acute, PCS, and Oncology. Prior to his current role, Eric led WCH to become the first MEDITECH hospital in Ohio approved by the Ohio Board of Pharmacy for CPOE.

Track: Expanse
Presenter: Dianne Hogan
Organization: Goshen Health, Goshen, Indiana

Learn how we used the tool kit to begin our build in order to meet CMS measures. We customized the rules to clarify sepsis risk vs. severe sepsis risk, and due to requests from our pediatricians. We needed to change the requirement of SIRS to include temperature or WBC and at least one other element to require the Organ Dysfunction label requirement. Plus, we auto-populate the sepsis screen result.

Learner outcomes:

• Describe how pediatric sepsis documentation will improve pediatric patient care.
• Identify three key points in customizing tool kit rules.
• Define how the use of customized rules will influence guide patient care.

Dianne Hogan RN, IT Applications Analyst, has been employed with Goshen Hospital for 41 years; 37 as a clinical nurse at the bedside in Obstetrics. For the past nine years, she has worked in IT assisting with PCS as we moved from Client Server to Expanse in 2019. During that time, Dianne has enjoyed the challenge of working with rules to better assist nursing documentation.

Track: Patient Care
Presenters: Tara Madigan and Katie Via
Organization: Wooster Community Hospital, Wooster, Ohio

This transformative quality-led initiative at Wooster Community Hospital represents a significant shift in how we manage anesthesia documentation. Through a carefully planned two-phase implementation, we are modernizing our pre-anesthesia evaluations, post-anesthesia assessments, and pre-admission testing processes. The project aims to improve documentation accuracy, enhance care team communication, and streamline workflow efficiency. We'll share our experience in setting up surveillance systems, establishing documentation protocols, and adapting to new electronic workflows. Key insights and lessons learned from each phase will help guide other facilities undertaking similar digital transformations in their anesthesia departments.

Learner outcomes:

• Leverage Expanse for Enhanced Patient Care and Efficiency: Learners will recognize the role of Expanse in improving patient care and safety within the anesthesia department. They will also understand how to creatively utilize the tools provided by Expanse to enhance overall efficiency.
• Navigate the Transition to Digital Anesthesia Documentation: Learners will understand the essential steps and milestones required to transition from paper-based to digital anesthesia documentation and workflows.
• Assess the Benefits and Challenges of Electronic Anesthesia Documentation: Learners will be able to identify and evaluate the benefits and challenges of implementing a fully electronic anesthesia documentation and communication process.

Tara Madigan, BSN, RN, Senior Clinical Systems Analyst, is a nurse with 17 years of experience spending the past six years as a clinical systems analyst. Passionate about enhancing the EMR experience, she strives to streamline workflows that empower clinicians to prioritize patient care. Tara is also dedicated to developing electronic processes that contribute to improved patient outcomes.

With over 12 years of dedicated service at Wooster Community Hospital, Katie Via PTA, recently transitioned into the role of Information Systems Provider Liaison. With a diverse background that includes serving as a Licensed Physical Therapist Assistant, as well as experience as an EMT and 911 dispatcher, Katie brings a unique and valuable perspective to her work. Her extensive clinical and emergency response expertise enables her to effectively bridge the gap between technology and patient care, ensuring seamless integration and optimal use of information systems.

Track: Revenue Cycle and Patient Access
Presenters: Jerri Smith and Lisa Steen
Organizations: Cascade Medical Center, Leavenworth, Washington; HealthNET Systems Consulting

Navigating revenue cycle data may seem like a complex maze, but it doesn't have to be! The constantly evolving healthcare landscape brings significant challenges to revenue cycle management (RCM). Join us as we share how our team developed a strategic roadmap to overcome these challenges and enhance financial performance. We will delve into data-driven strategies, workflow automation, and patient engagement initiatives designed to streamline operations and boost collections within MEDITECH Expanse.

Learn how our organization optimized our workflows and MEDITECH to:

• Ensure organization-wide adoption of Medical Necessity
• Streamline Patient Access workflows
• Improve utilization of Insurance Verification Desktop
• Activate patient eSignatures and eForms
• Increase copays by using Cashiering upfront
• Leverage the Financial Statistics Desktop (FSD) and Patient Accounting Desktop (PAD) to enhance efficiency
• Minimize denials, boost clean claims and cash flow
• Maximize charge capture opportunities

Learner outcomes:

• Understand the steps to establish a governance and change management process for revenue cycle and charge capture within your organization.
• Identify strategies to enhance revenue cycle operations.
• Determine how your organization can improve Patient Access workflows to help increase revenue.

Jerri Smith has worked at Cascade Medical in Leavenworth, Washington, for 30+ years, the last two decades serving as Revenue Cycle Director. Cascade Medical is a Critical Access Hospital (CAH) featuring a 7-bed Emergency Room, a 9-bed Inpatient and Swing Bed (IP/SWB) program, and a Rural Health Clinic (RHC). We serve a local population of 2,500 residents and welcome over 3 million visitors annually from around the world.

In February 2022, Cascade Medical implemented MEDITECH Expanse MaaS, embarking on a transformative journey to modernize our electronic medical record (EMR) system. Jerri’s tenure at Cascade Medical has been defined by resilience and a commitment to overcoming obstacles, always with the goal of delivering exceptional care to our community. Our journey with MEDITECH Expanse exemplifies our organization’s dedication to finding innovative solutions and building strong partnerships to ensure the highest standard of care for those we serve.

Lisa Steen, Director of Business Services at HealthNET Systems Consulting, brings over 25 years of healthcare experience, with a strong focus on supporting Revenue Cycle in various roles. Her background spans diverse healthcare environments, from critical access hospitals to multi-facility health systems. In addition to her expertise in MEDITECH, Lisa is proficient in MS SQL, Oracle, SAS, 3M Encoder, HL7 & FHIR file transfer, and other key systems. Beyond her technical skills, she possesses extensive knowledge of both clinical and financial workflow processes, making her a well-rounded asset in revenue cycle optimization.

Track: Patient Care
Presenters: Molly Bloss and Naomi Smith
Organizations: Cascade Medical Center, Leavenworth, Washington; HealthNET Systems Consulting

It’s never too late to optimize your MEDITECH as a Service (MaaS) implementation! Whether you’re new to MaaS or have been using it for years, DON’T STOP BELEIVING in the potential to realize significant benefits with optimization. Cascade Medical Center, our critical access hospital, faced numerous challenges with our initial MaaS implementation during COVID. With no implementation project governance, limited IT support, and a rushed timeline, we struggled.

But after MUSE Inspire 2024, we embarked on a transformative MaaS optimization journey, and the results have been remarkable! Join us as we share details about our journey and the tangible benefits we’ve achieved, including:

• Organization-wide adoption of Medical Necessity
• Compliance with pharmacy medication waste regulations
• Streamlined transfers between levels of care
• Implementation of pathology send-out specimen tracking
• Enhanced understanding of system parameters
• Streamlined intake process for reporting and optimization requests
• Launch of a training tool

Learner outcomes:

• Identify Implementation strategies and resources required for a successful optimization project.
• Implement a structured governance and project management framework within your organization.
• Foster cross-departmental collaboration within your organization.

Molly Bloss RN is the Director of Informatics at Cascade Medical Center in Leavenworth Washington, a small mountain town with a local population of 2,500. We implemented MEDITECH Expanse Maas in Feb 2022. Cascade Medical is a CAH with a 7-bed ER and a 9-Bed IP/SWB program. Along with a RHC, we serve a rural hospital district with 3 million visitors annual from around the world. Molly has a background in Critical Care, Case Management, Utilization Management and Emergency care nursing.

Naomi Smith, Senior Clinical Consultant with HealthNET Systems Consulting, is a clinical specialist with over 30 years of experience in MEDITECH, including MAGIC, C/S, Expanse, and MaaS. She has extensive expertise in system design, technical configuration, application build, and training across all Clinical, Administrative, and Patient Portal modules. Beyond her MEDITECH proficiency, she is also supports Dragon, Imprivata, MS SharePoint, laboratory instrument Interfaces, HL7 interfaces, and various other healthcare systems.

Track: Population Health & Analytics
Presenter: Holly Davis
Organization: Bingham Healthcare, Blackfoot, Idaho

Bingham Healthcare leverages MEDITECH Expanse 2.2's patient registry capabilities to proactively manage and derive critical insights for key population health initiatives. By utilizing these registries, Bingham Healthcare effectively tracks and monitors patients with chronic conditions like diabetes and hypertension, as well as those with acute conditions such as new-onset atrial fibrillation. Furthermore, the system aids in ensuring timely preventative care, such as colonoscopies, and provides crucial support for expectant OB patients. This targeted approach allows Bingham Healthcare to improve patient outcomes, enhance care coordination, support equitable care, and gain valuable data for population health management.

Learner outcomes:

• To provide an overview and demonstrate the use of patient registries in MEDITECH Expanse 2.2.
• To discuss management principles in use and adoption of registries across care teams.
• To highlight the benefits of using patient registries for improved patient care and population health management.

As the Chief Nursing Officer at Bingham Healthcare, Holly Davis MBA, BSN, RN oversees the acute care nursing divisions for two hospitals and several departments, ensuring the delivery of high-quality, patient-centered, and evidence-based care. Holly has been a nurse for 29 years and has more than 25 years of experience in clinical services, regulatory standards, and rapid process improvement. She received an associate's degree at Brigham Young University, a bachelor's degree in nursing at Idaho State University, and an Executive MBA at Boise State University, along with completing a rural health apprenticeship at Bingham.

Since she was in nursing school 30 years ago, Holly’s mission has been to elevate employee engagement and patient experience, as well as to monitor and improve outcomes, through strategic planning, population health principles, data analysis, and change management. 

Holly Davis is passionate about educating health organizations on the importance of population health and how to start, scale, and sustain a program. As the architect of Bingham Healthcare’s population health program, her main objectives included: identifying patient populations for enhanced care coordination, building a stronger sense of community between patients and care teams, improving data collection, and designing a sustainable care model. By understanding their population, Holly believes clinicians can achieve greater care equity, especially in underserved communities – and she has the data to prove it.

Track: Leadership & Culture
Presenter: Chris Giroux
Organization: Holyoke Medical Center, Holyoke, Massachusetts

In today’s fast-evolving healthcare landscape, improving provider satisfaction while shifting organizational culture is critical for reducing burnout, enhancing job retention, and optimizing patient care. This presentation explores the use case of Ambient AI at Holyoke Medical Center as a transformative tool to streamline clinical workflows, improve documentation efficiency, and enhance the overall provider experience.

Ambient AI, when strategically implemented, has the potential to significantly improve job satisfaction by reducing administrative burdens, thereby enabling providers to spend more time with patients. Through natural language processing and AI-powered documentation tools, Ambient AI ensures that clinical notes are generated accurately and quickly, reducing the time spent on post-visit documentation and ensuring that providers leave the office on time, with their documentation completed.

A central leadership focus on provider satisfaction drives the creation of a culture that not only prioritizes the well-being of clinicians but also supports organizational goals of improved clinical outcomes and efficient operational processes. As a result, clinical teams experience improved work-life balance, fostering higher retention rates and job satisfaction.

Additionally, the integration of Ambient AI offers significant benefits, including enhanced note generation, more accurate coding capture, and the ability to support multiple languages, further improving the quality and accessibility of healthcare services. Ultimately, this technology contributes to a more sustainable and efficient healthcare workforce, better prepared to meet the needs of patients while fostering a positive, collaborative culture for providers.

This session will discuss how Holyoke Medical Center approached leveraging Ambient AI within clinical settings to transform the healthcare experience for both providers and patients, highlighting strategies for implementing these technologies to maximize the long-term success of healthcare organizations.

Learner outcomes:

• Developing strategy and setting expectation for an innovative/early adopter project - lessons learned.
• Learn the MEDITECH integration pieces for successful implementation - technical side.
• Feedback and discoveries made from the implementation including provider thoughts and considerations, and going forward considerations like AI governance

Chris Giroux worked for 23 years at Northwestern Medical Center as IS Director, and over one year at Holyoke Medical Center as IS Director of Application Service, and has 15 years of MEDITECH experience. She has managed implementation of MEDITECH Expanse, and many integration projects including early adopter of WEB ED, Commonwell, MHealth, Population Health and other systems (Clearwave & Suki).

Track: Expanse
Presenter: Grace Krause
Organization: CereCore

Are you ready to implement MEDITECH Expanse, but you're not sure whether to choose a MaaS (MEDITECH as a Service) or READY implementation? 

Walk away from this session with a clear understanding of:

• What's different about MaaS versus READY models
• Pros, cons and considerations for each implementation model
• Real world challenges and recommendations
• Strategies for successful implementation

Learner outcomes:

• What's different about MaaS versus READY models?
• Pros, cons and considerations for each implementation model.
• Real world challenges and recommendations; strategies for successful implementation.

Grace Krause, Senior Consultant MEDITECH Professional Services, specializes in Project Management and Ambulatory applications with CereCore’s MEDITECH Professional Services Group. Grace brings more than 10 years of healthcare IT experience, having managed many successful MEDITECH implementations, assessments, and transformative optimizations.

Track: Revenue Cycle and Patient Access
Presenter: Sheryl Easter
Organization: Nordic

Is your Patient Financial Services team confronted with challenges related to knowing if your payers are paying correctly, reporting net revenue or splitting charges appropriate based upon patient responsibility, or automating workflows for payment variance at the time of remit? 

Expanse offers a solution for identifying expected reimbursement and provides the ability to net accounts down at the time of billing for organizations desiring to achieve. This session will review a few top scenarios and provide build examples used to realize accurate calculations. 

The objective of this presentation is to share details and insights related to building MIS Rules to enhance Reimbursement Management and calculating accurate results to improve workflows. 

Three key scenarios will be shared: Looping through Procedures to organize, utilizing Data Sets, and pulling results in through Field Maps. 

At the end of the presentation, an added screen will be presented for the international UK EU features of Packages and MIS PROC Rules.

Learner outcomes:

• Creating Reimbursement Rules using MIS Rule Procedure looping logic to organize order of calculation (Highest rate at 100%, next rate at 75%).
• Building Data Sets to pull into Reimbursement MIS Rules (temporary variable solution).
• Creating Field Maps and calling into MIS Rules for calculating expected reimbursement rules.

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; became and educator focusing on healthcare regulations, optimizations, changes, and revenue cycle.

Track: Revenue Cycle and Patient Access
Presenter: Devon Dow
Organization: CereCore

This presentation will guide you through a case study involving the setup of the EDM Care Level build, detailing the steps required to ensure billing codes are correctly applied and reviewing the standard content used for configuration.

Attendees seeking to implement or refine automated ED Care Level billing in the MEDITECH Emergency Department module will gain valuable insights into the setup process, including key methodologies and criteria. This session will provide a structured approach to implementation, auditing, and ensuring accurate ED Level charge capture.

Learner outcomes:

• Keep it simple - Simplify the build criteria to lower the risk of missing charting requirements; Use ED chief complaints interventions to calculate care levels.
• Minimal revenue impact - Keep the bell curve consistent; Decrease coding time spent manually assigning levels; Increase revenue through consistent calculations.
• Automate billing with nursing documentation - Embed the criteria in existing interventions, query, and care orders to calculate care levels; Reduces duplicate documentation.

Devon Dow RN, Manager for MEDITECH Professional Service team at CereCore, has over a decade of experience in healthcare and enjoys guiding hospitals and consultants through MEDITECH Expanse implementations and optimizations.

Track: Expanse
Presenter: Grace Krause
Organization: CereCore

Is your organization thinking about implementing MEDITECH Expanse Ambulatory? Get a close look at how far Ambulatory has come from its early versions. 

Attend this session to learn more about the significant advancements in provider workflows, revenue cycle management, telehealth, interoperability, and patient engagement, showcasing how these improvements have enhanced efficiency, financial performance, and patient satisfaction.

At the end of this session, you'll know more about:

• Key challenges and enhancements in MEDITECH Expanse Ambulatory's provider workflows and documentation.
• Advancements in revenue cycle management, telehealth, and interoperability that have improved financial performance and care coordination.
• Impact of mobile and cloud advancements, as well as patient portal enhancements, on provider efficiency and patient engagement.

Learner outcomes:

• Key challenges and enhancements in MEDITECH Expanse Ambulatory's provider workflows and documentation.
• Advancements in revenue cycle management, telehealth, and interoperability that have improved financial performance and care coordination.
• Impact of mobile and cloud advancements, as well as patient portal enhancements, on provider efficiency and patient engagement.

Grace Krause, Senior Consultant MEDITECH Professional Services, specializes in Project Management and Ambulatory applications with CereCore’s MEDITECH Professional Services Group. Grace brings more than 10 years of healthcare IT experience, having managed many successful MEDITECH implementations, assessments, and transformative optimizations.

Track: Patient Care
Presenters: Jessica Duke and Angie Esbenshade
Organization: Huron Consulting Group

In this presentation, we will explore the transformative potential of virtual nursing. We will discuss the benefits of virtual nursing in enhancing patient safety and efficient care delivery, including use of data and technology to improve patient outcomes, support for Bedside Registered Nurses, and communication and governance roles. We will examine the impact of virtual nursing on staffing challenges, including reducing burnout and improving retention through optimized EHR processes and streamlined tasks. Additionally, we'll outline key considerations to implement virtual nursing in rural settings and for actionable steps for starting a program, such as use case selection, staffing models, and implementation planning.

Our target audience includes healthcare administrators, nursing leaders, and IT professionals seeking to enhance patient care, operational efficiencies, and workforce sustainability through virtual nursing. This presentation will be valuable for anyone involved in or interested in the adoption and optimization of virtual nursing practices, as well as those considering building a virtual nursing program at their organization.

Learner outcomes:

• Explore the benefits of virtual nursing to enhance patient safety and efficient care delivery.
• Examine the impact of virtual nursing on staffing challenges, including reduced burnout and improved retention.
• Determine actionable steps to leverage virtual nursing in the rural setting.

Jessica Duke is a senior director in the healthcare technology practice at Huron Consulting, bringing over 20 years of experience in the healthcare industry. As an experienced clinician, she proficient in building cutting-edge programs such as smart hospitals and virtual nursing.  Jessica has worked on numerous projects with various organizations, focusing on assessing and planning for the operational and functional aspects of digital health. This includes developing strategic plans, creating innovative use cases, selecting technical solutions, identifying process improvements, and supporting the training process in preparation for implementation. Her extensive experience includes collaborating with healthcare organizations and federal consortiums to develop solutions that cater to their consumers' needs.

With over 25 years of experience in healthcare, Angie Esbenshade, Nurse Executive Lead, brings to her clients passion, knowledge, and experience to drive performance and engagement of their patient, staff, and providers. Angie has provided in depth consulting to healthcare organizations across the country ranging focused on process improvements of care management, emergency departments, capacity management and COVID-19 operations. Senior leaders appreciate her direct approach and true partnership in helping their organizations grow and become successful. Prior to joining Huron in 2012, Angie was a Chief Nursing Officer where she was able to lead organization in workforce management, zero harm initiative, achieved top decile for patient and employee satisfaction. Angie began her nursing career at University of Maryland Shock Trauma Center where she developed strong skill set and knowledge of trauma programs and emergency medicine.

Track: Expanse
Presenters: Brian Goldmacher and Kate McNelly
Organizations: Huron Consulting Group; Gaylord Specialty Healthcare, Wallingford, Connecticut

This presentation explores the potential of Expanse’s Web Acute functions in pharmacy clinical programs. It highlights the successes and challenges encountered by Gaylord Specialty Healthcare during their READY implementation in October 2023. The presentation covers the transition including the use of new Expanse tools to enhance pharmacy workflows, the expectations versus reality of the upgrade, and the efforts required by pharmacy and IS staff during implementation.

Learner outcomes:

• The learner will understand the minimum efforts required for a pharmacy implementation or upgrade to Expanse and anticipate potential challenges.
• Attendees will be shown how Surveillance and PCS Status boards can be utilized as tools to run pharmacy clinical workflows and optimize clinical data communication.
• Attendees will consider how the provided examples can help their organization achieve clinical and operational objectives.

Brian Goldmacher is a seasoned IT professional with over 20 years of experience working extensively with MEDITECH across various platforms. He began his career as a MEDITECH C/S pharmacy implementation specialist. He has over 10 years consulting experience and has been a Senior Consultant with Huron Consulting Group for the past seven years. Notably, Brian was the clinical lead in the READY implementation at Gaylord Specialty Healthcare in 2023.

Kate McNelly, BSN, RN, CRRN is an Application Analyst at Gaylord Specialty Healthcare in Wallingford, Connecticut. She holds Bachelor's degrees in Pathobiology from the University of Connecticut and Nursing from Quinnipiac University. Over nearly ten years at Gaylord, she transitioned from an Acquired Brain Injury Rehabilitation Staff Nurse to the IT department, where she now optimizes workflows within Expanse and supports Patient Care. Recently, she helped launch new inpatient therapy scheduling and vital signs interface projects.

Track: Expanse
Presenters: Kukwinder Chana and Lorelei Roque-Reyes
Organization: Humber River Hospital, Toronto, Ontario

Humber River Health is the first MEDITECH hospital in Canada to enable PrescribeIT. PrescribeIT is a national e-prescribing service, run by Canada Health Infoway (a national non-profit organization in Canada). It enables prescribers to electronically transmit prescriptions directly from MEDITECH to the patient's pharmacy of choice. Let us take you through our journey on our pilot success, plans on next steps, and lessons learned.

Learner outcomes:

• Understand the benefits of e-prescribing from a patient, prescriber, pharmacist, and health system perspective.
• Understand the level of effort required to enable e-prescribing from a technical and change management perspective.
• Understand the lessons learned from the first early adopter implementation of PrescribeIT in MEDITECH.

Kukwinder Chana started her career as a Registered Pharmacy Technician in 1999 at UHN where she assisted in the implementation of Pyxis Drug Distribution system a Princess Margaret Hospital. She relocated to Alberta in 2004, and worked in various hospitals in Alberta supporting the pharmacy and Inventory Management. In 2014 she transitioned into Informatics at Alberta Health Services where she supported pharmacy informatics and Sunrise Clinical Manager HIS system. In 2017, she started her career as an Information system Analyst at Humber River Health supporting the Pharmacy and Order Management modules engaging in various projects like PrescribeIT, ATC Perl Implementation and rebuilding Premix Orders.

Lorelei Roque-Reyes, BScN, RN, PMP, LSSGB is a Registered Nurse with a career spanning over two decades in the healthcare industry. She holds a Bachelor of Nursing Degree from Toronto Metropolitan University, combined with a Certificate in Nursing Leadership and Management. With a passion for clinical transformation and innovation, she transitioned from frontline nursing to clinical informatics, bridging clinical practice and technology as Clinical Applications Specialists for over 12 years. Lorelei is also a certified Project Management Professional, and currently a Transformation Lead at Humber River Health, where she leverages her diverse skill set and leadership integrating clinical and informatics expertise using proven methodologies in service design, process improvement, project management, and change management to drive adoption and transformation.

Track: Support & Technology
Presenter: Rebecca Lancaster
Organization: MEDITECH

Ambient Intelligence has introduced itself into physician workflow, helping to alleviate documentation burden. Did you know that ambient intelligence can have a larger workflow impact? Join us for this session where MEDITECH will review our current capabilities with ambient listening and explore how ambient intelligence can be applied to areas such as nursing, home care and revenue cycle. We will also discuss how ambient intelligence can be applied to other artificial intelligence use cases.

Learning objectives:

• MEDITECH’s current efforts with ambient listening for physicians
• Understand additional care settings where ambient intelligence can be applied
• Explore use cases where ambient intelligence can augment AI use cases

In her role, Rebecca Lancaster, CPM, Director, Product Management, Strategy, MEDITECH, oversees the strategic product direction and go to market planning for the clinical, mobile app, ancillary, patient engagement and revenue cycle solutions in the MEDITECH portfolio, across all care settings. Over the course of her 25+ years at MEDITECH, Rebecca also has extensive experience leading client support teams who implemented and provided ongoing service for physician and nursing solutions. In this capacity, she established strategic relationships with C-level stakeholders and clinician leaders at client accounts, and provided guidance on the effective deployment and utilization of the MEDITECH system. She has a deep understanding of clinician workflows and care settings, and a passion for ensuring the effective use of technology to advance care delivery. Rebecca is an AIPMM certified product manager.

Track: Expanse
Presenter: Kristen Martino
Organization: MEDITECH

Hear firsthand how Traverse Exchange is transforming healthcare data exchange from one of our valued customers. Jonathan Guillot, Clinical Informatics Specialist at Thibodaux Regional Health System, will share their experience and the impact Traverse Exchange has had on their clinicians.

Traverse Exchange is a secure, interoperable, and scalable solution designed to revolutionize external data utilization within healthcare. By facilitating seamless data exchange between healthcare organizations and providers, this project addresses critical challenges in data access and integration. Beyond simply streamlining data flow, Traverse Exchange empowers clinicians with timely, comprehensive patient information at the point of care. This translates to reduced time spent searching for records, improved diagnostic accuracy, and more informed treatment decisions. Traverse Exchange fosters a more sustainable healthcare ecosystem by promoting data-driven decision-making and improving patient outcomes.

Learning objectives:

• Gain a comprehensive understanding of Traverse Exchange
• See a demonstration and ask questions about the new Traverse Exchange
• Assess the impact of Traverse Exchange on the Clinician

Kristen Martino is a MEDITECH Product Manager for Physician Solutions and Home Care. Kristen has worked in healthcare for 20+ years and has a strong clinical foundation with a Bachelor’s of Science in Nursing and a Master’s of Science in Healthcare Management. As a product manager in healthcare, she has a passion for leveraging technology to improve patient care and streamline healthcare operations. She has a proven track record of successfully launching and managing software products that address critical challenges faced by healthcare providers and organizations. Her expertise spans the entire product lifecycle, from ideation and market research to development, launch, and post-market support. Kristen is dedicated to collaborating with healthcare leaders and keeping them informed about MEDITECH’s vision by engaging through industry events and other collaborative opportunities.

Track: Interoperability / Integration
Presenter: Allison Pallatroni
Organization: MEDITECH

Data is the driving force behind modern healthcare innovation, from AI advancements to improved care coordination. However, data's actual value lies in its completeness and meaningfulness. This session explores the critical role of a robust infrastructure coupled with the Traverse Exchange interoperability platform in unlocking data's full potential. We'll delve into the rapidly evolving interoperability landscape, driven by the need to enhance patient outcomes, optimize operational efficiency, and make the best use of available resources. Discover how national interoperability facilitates seamless communication and data exchange across Electronic Health Records, Public Health, and Payer Platforms. Learn how integrated systems streamline workflows, improve care delivery, and enable informed, data-driven decision-making. This session will also showcase how MEDITECH transformed Expanse into a dynamic tool that meets the evolving needs of the healthcare environment and drives meaningful advancements through technological innovation.

Learning objectives:

• Analyze the impact of robust data infrastructure and interoperability platforms, on improving healthcare outcomes and operational efficiency, specifically focusing on Traverse Exchange.
• Describe the current national interoperability landscape and identify key drivers, including the role of data exchange across EHRs, public health, and payer platforms, in achieving seamless health data access and utilization.
• Explain how integrated systems facilitate data-driven decision-making and streamline workflows within an evolving healthcare environment.

Allison Pallatroni is an accomplished Product Manager at MEDITECH with over eight years of experience, specializing in interoperability and data exchange. She is deeply passionate about empowering teams and driving groundbreaking solutions that significantly improve patient outcomes and streamline care coordination. Her thought leadership and strategic go-to-market approaches are instrumental in steering the entire product development journey, from initial concept to successful market launch.

Track: Business Intelligence, Quality Management and Reporting
Presenter: Rachel Wilkes
Organization: MEDITECH

Successful AI adoption in healthcare requires more than implementing technology – it demands strategic preparation around data quality, infrastructure, workflow integration, and user acceptance. Join us as we outline the essential components for integrating AI solutions like ambient listening, generative AI, and machine learning, with a focus on organizational readiness and maturity. Learn how healthcare organizations can assess their preparedness, including evaluating data infrastructure, staff training, and process integration. This session will explore opportunities for meaningful metrics of both AI performance and workflow improvements and how visual dashboards can provide insights into model effectiveness. Attendees will leave with practical guidance on assessing AI readiness and ensuring AI’s successful integration to improve both clinical workflows and patient experience.

Learning objectives:

• Assess Organizational Readiness for AI Adoption: Learn how to evaluate key factors such as data quality, staff training, and workflow integration to ensure your organization is prepared for successful AI implementation.
• Understand Challenges in Assessing LLM Output: Explore the challenges of evaluating large language model (LLM) output in healthcare, including variations in workflow, ground truth definitions, and the acceptability of generated content.
• Integrate AI Effectively into Healthcare Workflows: Gain practical strategies for embedding AI solutions like ambient listening, generative AI, and machine learning into clinical workflows to enhance efficiency, decision-making, and patient experience.

Rachel Wilkes serves as the Director of Marketing at MEDITECH, overseeing corporate communications, branding, digital marketing, events and market research. She is also the executive sponsor of the company’s generative AI initiatives, ensuring these efforts support effective care delivery. With 18 years of experience in the health IT sector, Ms. Wilkes has become a strong advocate for data analytics and population health management, focusing on educating customers and developing relevant software solutions. As MEDITECH’s first product manager, she played a crucial role in transitioning the organization to a product-led mindset, creating strategic roadmaps that align customer needs with future market demands. Her extensive knowledge of the company's portfolio has allowed her to craft a vision for harmonizing software features to enhance user workflows and patient experiences. Throughout her career at the company, she has shaped strategies for analytics, patient engagement, revenue cycle and financial solutions. Rachel holds an MBA from Bryant University, is a Certified Product Manager, and a Fellow of the American College of Health Data Management.

Track: Expanse
Presenter: Rebecca Lancaster
Organization: MEDITECH

This session offers a strategic overview of MEDITECH's product roadmap for clinical, ancillary, and financial solutions. Join the Product Management team to learn about recently released features and solutions, gain insights into short-term release plans, and preview the future direction and long-term vision for Expanse. This is a valuable opportunity to understand MEDITECH's strategic priorities and how they will shape the evolution of the platform.

Learning objectives:

• Highlight newly released features and solutions
• Identify short term release plans
• Preview Expanse's future direction and long-term vision

In her role, Rebecca Lancaster, CPM, Director, Product Management, Strategy, MEDITECH, oversees the strategic product direction and go to market planning for the clinical, mobile app, ancillary, patient engagement and revenue cycle solutions in the MEDITECH portfolio, across all care settings. Over the course of her 25+ years at MEDITECH, Rebecca also has extensive experience leading client support teams who implemented and provided ongoing service for physician and nursing solutions. In this capacity, she established strategic relationships with C-level stakeholders and clinician leaders at client accounts, and provided guidance on the effective deployment and utilization of the MEDITECH system. She has a deep understanding of clinician workflows and care settings, and a passion for ensuring the effective use of technology to advance care delivery. Rebecca is an AIPMM certified product manager.

Track: Expanse
Presenters: Bobby Flaherty and Laura Ballou
Organizations: Nordic Consulting; Southeast Alaska Regional Health Consortium, Juneau, Alaska

Southeastern Alaska Healthcare Consortium (SEARHC) is uniquely positioned with multiple facilities across the entirety of Southeastern Alaska. Referrals are a vital life blood for the communities and the people that SEARHC provides care for. SEARHC uses referrals to bridge gaps of care across a physical area roughly the size of Florida all while most of these locations that they serve are not connected by roads. The implementation to a new EHR allowed the client to do something that they previously were not able to do, decide how they would like to design their referral process to provide the best possible outcomes for their patients and end users. The referral process has multiple layers and touch many different applications.

Learner outcomes:

• How to work through old and new challenges when trying to optimize the referral process.
• How to make the referral process simple and efficient for end users and patients.
• How to navigate a referral re design while implementing a new EHR system

Bobby Flaherty is a Lead Informatics Consultant with Nordic Consulting. He has expertise in MEDITECH Expanse clinical workflows.

Laura Ballou is an Advanced Practice Professional with SEARHC.

Track: Leadership & Culture
Presenter: Dr. Yair Saperstein
Organization: Avo

Physician burnout is at an all-time high, it’s no secret. But how are organizations practically addressing burnout? And is it making a difference? This session will explore practical, technology-enabled and institutional strategies to reduce burnout without advocating for a particular vendor. Attendees will gain a comprehensive understanding of many available tools, institutional approaches, and practical changes aimed at supporting clinicians.

Key topics include:

• Leveraging AI and automation to ease documentation burden and cognitive load
• How institutions are up-leveling support staff and involving physicians in decision-making
• The role of mental health support in physician well-being
• Practical steps healthcare systems can take to foster sustainable change

This presentation will provide a balanced, solution-oriented discussion that equips attendees with actionable steps to enhance physician well-being in the evolving healthcare landscape.

Learner outcomes:

• Identify key contributors to clinical burnout and the role of technology and institutions in alleviating these stressors.
• Evaluate different strategies organizations are using to support physicians, from workflow automation to improved governance structures.
• Apply practical, evidence-based solutions to mitigate burnout within their own practices or institutions.

Yair Saperstein, MD MPH is a dual board-certified physician in internal medicine and clinical informatics. He is a member of Alpha Omega Alpha (AOA) and is a hospitalist at Mount Sinai Hospital. He is also CEO and Co-Founder of Avo, a clinical decision support platform that brings evidence into the workflow of clinicians. Before founding Avo, Dr. Saperstein served on the implementation team for multiple Epic go-lives, and was inpatient medicine Chief Resident at HHC’s Kings County Hospital, leading over 400 providers through New York’s first wave of COVID. As a dual board-certified physician and clinical informatician, Dr. Saperstein co-founded Avo to meet an unmet need to standardize care in a way that would also reduce clinician burnout. 

Dr. Saperstein graduated from Albert Einstein College of Medicine with distinction in research in global health and from SUNY Downstate with a Masters in Public Health in hospital policy and management. Previously, Dr. Saperstein co-founded and led two non-profit organizations for over ten years, Start Science and Teach4Kids, scaling both internationally. Additionally, he is an acclaimed classical concert pianist and has won numerous awards, including The Jewish Week's "36 under 36" most influential Jewish Americans.

Track: Expanse
Presenters: Dr. Daniel Cano and Brett Kelley
Organizations: Citizens Medical Center, Victoria, Texas; medSR

Citizens Medical Center struggled with physician adoption when they implemented C/S, but upped their game when implementing Expanse in February. In this presentation, we will share common challenges physicians face with an EHR upgrade, key drivers of adoption, and recommendations based on wins and challenges they still face. Join us for an insightful session on strategies to increase physician adoption, minimize resistance, and ensure a smooth transition.

Learner outcomes:

• Participant will come away with an understanding of the struggles with physician adoption both from the physician and site points of view.
• Participant will gain strategies for increasing physician adoption.
• Participant will gain insight from metrics shared together with continuing challenges and recommendations.

Dr. Daniel Cano is the Chief Medical Officer at Citizens Medical Center.

Brett Kelley, RN, Principal Consultant at medSR, has over 23 years of experience with extensive experience as Clinical Lead in variety of project management and application analyst roles.

Track: Support & Technology
Presenters: Tim Quigley, Mike Donahue, Matt Donahue, and Nassim Abouzeid
Organizations: CloudWave; MEDITECH

As healthcare organizations continue to rely on digital tools and interconnected systems, creating and maintaining secure infrastructure, network, and cloud strategies has become a priority for CIOs. This panel discussion will explore the requirements and best practices for creating a solid IT strategy for your MEDITECH EHR and healthcare enterprise. 

Join us as we address key issues such as: 

• Cybersecurity concerns, including ransomware attacks, data breaches, regulatory compliance, and the impact of AI on cybersecurity strategies.
• Optimizing resources using cloud services and on-premises infrastructure to deliver reliability and performance for the MEDITECH EHR and enterprise systems to end users
• Implementing secure network infrastructure, including a clinical-grade wireless network that is secure, reliable, and optimized to support the unique needs of clinical environments.

Learner outcomes:

• Attendees will leave with a deeper understanding of the infrastructure, cybersecurity needs, and requirements driving hospital IT decisions in 2025.
• Attendees will learn practical approaches to navigating cost challenges while improving efficiency and building a short- and long-term IT strategy.
• Attendees will learn ways to deliver reliable and secure IT services to users.

Tim Quigley is CloudWave's Chief Client Officer. His experience as both a client and supplier of healthcare IT services provides unique insight and inspiration to drive a culture dedicated to delivering superior, personalized service to our customers. Prior to CloudWave, Tim was the Interim Chief Information Officer at Baptist Health Care and held leadership roles at Allscripts, Perot Systems, and Dell.

Mike Donahue is CloudWave's Chief Operating Officer. Mike manages CloudWave’s security and platform operations in addition to advisory, technical, and consulting services with a focus on delivering an excellent customer experience. Prior to CloudWave, Mike worked at Dell in Storage Services and held roles at Northeast Rehabilitation Hospital Network, Franciscan Children’s, and Saints Memorial.

Matt Donahue is CloudWave's Chief Technology Officer. Matt is working to innovate and redefine traditional health IT to allow true adoption of cloud services by hospitals to achieve an “always available from anywhere” architecture. Prior to CloudWave, Matt was the Senior Cloud Engineer at Dell, responsible for architecting the first private cloud hosting and DR platform for MEDITECH.

Nassim Abouzeid is a Director, Technical Services in MEDITECH’s Client Experience division. During his 28+ years with MEDITECH, Nassim has worked and supported many different platforms in various roles at MEDITECH. In his current role, he oversees the System Technology organization, which consists of the Technical Account Managers (TAM), Technical Support, Technical Performance Analysts, and Computer Scientists. Nassim’s organization plays a role in many different facets of Technology. His group is responsible for system-level performance and stability, build/support of MEDITECH infrastructure, and technical projects.  

Track: Interoperability/Integration
Presenter: Bobby Edwards
Organization: BridgeHead Software

While electronic health records (EHRs) serve as the backbone of modern healthcare, valuable patient data exists beyond the EHR – in claims systems, wearables, social determinants of health (SDOH) databases, and legacy clinical repositories. Integrating this external and historical clinical data into health information exchange (HIE), artificial intelligence (AI), and analytics platforms offers new opportunities for enhanced interoperability, predictive insights, and proactive population health management. This abstract explores how leveraging data outside the EHR can maximize the impact of a HIE, AI-driven decision support, and analytics-driven healthcare transformation.

Learner outcomes:

• Understand the Value of Integrating Non-EHR Data into Healthcare Systems: Participants will be able to identify key external data sources – such as claims data, social determinants of health (SDOH), and wearable device data – and explain how integrating these datasets enhances patient care, interoperability, and decision-making.
• Explore the Role of AI and Advanced Analytics in Leveraging Diverse Data: Attendees will gain insights into how AI-driven models benefit from diverse datasets, improving predictive accuracy for disease progression, risk stratification, and personalized treatment recommendations beyond structured EHR documentation.
• Apply Broader Data Strategies to Strengthen Population Health and Care Coordination: Participants will learn how incorporating historical clinical data and external data sources into population health initiatives can drive more effective early interventions, reduce health disparities, and improve overall care quality and health outcomes.

Bobby Edwards joined BridgeHead Software in October 2011 and brings more than 27 years of extensive experience in healthcare and data management. In his current role as Principal Solutions Consultant – HealthStore®, he is entrusted with the responsibility of actively engaging with hospitals, listening to their unique challenges, and devising innovative solutions to address complex data management issues. His goal is to enhance healthcare delivery and positively impact people’s lives through his work.

Bobby has held senior positions within prominent technology and development organizations, including eMed Technology and Iron Mountain before joining BridgeHead Software.

Track: Support & Technology
Presenters: Tamra Durfee
Organization: Fortified Health Security

Gain fresh perspectives on third-party risk management (TPRM) during this highly interactive healthcare cybersecurity discussion. We will kick off the discussion with new peer insights gathered from recent user groups before opening the conversation on how these insights may help you address vendor vulnerabilities, eliminate single points of failure, and enhance continuity of care.

Learner outcomes:

• Identify critical services and mitigate risks across the extended supply chain.
• Understand the business impact of cyber incidents originating from third-party vendors.
• Learn advanced tactics for managing risks beyond direct third-party relationships by leveraging peer insights for collaborative problem-solving in TPRM.

Tamra Durfee, CISO, has over 25 years in information security, compliance, regulatory risk, strategy, innovation, and technology transformation. She has specialized in healthcare cybersecurity and building risk-based medical device information security programs for the past ten years.

Track: Business Intelligence, Quality Management and Reporting
Presenters: Sandra Ebert and Ashley Hall 
Organizations: Tegria; White River Medical Center, Batesville, Arkansas

As healthcare regulations continue to evolve, White River Medical Center has prioritized a proactive approach to compliance, ensuring adherence to public health data reporting requirements while maintaining operational efficiency. Navigating these complex regulations presents significant challenges, requiring a structured framework to meet compliance demands effectively.

This session explores White River Medical Center’s journey in regulatory compliance, examining key historical shifts and the strategies implemented to foster high reliability. By understanding the intricacies of compliance, attendees will gain practical insights into developing sustainable, adaptive frameworks that support long-term success in an increasingly complex regulatory environment.

Each reporting year brings new regulatory changes, making it imperative for White River Medical Center to stay ahead. To support compliance efforts and reduce the risk of penalties, we assessed regulatory updates, optimized workflows, and ensured system readiness.

Learner outcomes:

• Recognize the Importance of System Maintenance: Discover why keeping MEDITECH. Maintenance Loads up to date is critical for seamless compliance with evolving regulations.
• Anticipate Challenges with Value Set Imports: Gain insights into the impact of Value Set Importing and Mapping timing, including potential disruptions caused by certain updates.
• Develop Strategies for Managing Trigger Dictionaries: Understand the nuances of Trigger Dictionaries, including why manual oversight may be necessary despite expectations of automation.

Sandra Ebert is a dedicated Regulatory Affairs specialist with over 31 years of healthcare experience and more than 20 years of MEDITECH expertise. Since 2009, she has specialized in MEDITECH ARRA and Government Regulatory programs, ensuring compliance with global regulations and guidelines while effectively managing multiple hospitals in their efforts to meet government regulations and requirements.

As a Senior Advisory Application Analyst at Tegria, Sandra collaborates with cross-functional teams to develop and implement regulatory strategies across various departments, ensuring accurate data capture while skillfully navigating complex regulatory landscapes. Her strong analytical and communication skills enable her to prepare clear and concise documentation while fostering positive relationships with regulatory agencies and hospital teams. Throughout her professional journey, Sandra remains committed to staying informed and up to date on industry developments, ensuring that the organizations she supports consistently meet the highest standards of safety, efficiency, and quality.

Ashley Hall is a Clinical Information Analyst with a background in nursing and extensive experience in healthcare quality and data management. She began her nursing career at White River Health in 2010, working in the Progressive Care Unit, where she cared for patients with cardiac-related illnesses and procedures. She later transitioned from bedside nursing into a clinic nurse role, which led to a focus on clinic quality management.

In 2019, she became the Manager of Clinic Quality for her health system, overseeing data extraction, analysis, and management while educating staff and providers to meet performance targets. Under her leadership, the health system significantly expanded its quality programs and earned multiple shared savings payments due to the systematic approach her team developed to guide end users in navigating quality measures. Her expertise in quality management led her to the Information Systems department, where she now assists with the quality build for MEDITECH.

Outside of work, Ashley and her family own a professional rodeo company, which has taken them to several states and national-level competitions. She applies her analytical and organizational skills from healthcare to her role as a rodeo company manager and secretary. She and her family reside on a ranch in North Central Arkansas, where she enjoys gardening, knitting, sewing, and spending time with her husband and two sons, who are actively involved in rodeo and sports.

Track: Interoperability/Integration
Presenters: John Valutkevich and Allison Pallatroni
Organizations: Haffty Consulting; MEDITECH

MEDITECH customers with responsibilities for data integration and all connectivity solutions both internally and externally as well as those that play a critical role in compliance and data management.

MEDITECH Traverse is strategically positioned to both enhance the methods of interoperability as well as play a key role in bringing order to the chaos. With this new toolset now available, the time is right for all MEDITECH organizations to assess your interoperability roadmap. Through discovery and understanding, learn how to develop and update an overall interoperability strategy to optimize operations and address key areas of risk.  

In this session, attendees will gain insights into the importance of developing an interoperability strategy that addresses the dynamic environment of provider organizations facing upgrades to technology, the acquisition of new care facilities and an increased regulatory emphasis on achieving interoperability. Key topics include assessment of current interfaces, the addition and upgrade of apps and devices and how all this fits with the adoption of Traverse. Further, the session will provide an overview of the importance of a policy review to ensure interoperability regulatory compliance and ward off information blocking.

When leveraging an organizational approach to guide an interoperability strategy, featuring Traverse at the center, one will be best positioned to share optimal data and be ready to pivot as new information exchange needs arise. This session is designed to help leaders in IT, finance, and compliance to identify key areas of opportunity with Traverse and develop an interoperability roadmap to simplify the interface topology, reduce risk and maximize financial outcomes.

Learner outcomes:

• Identify key areas of opportunity with Traverse.
• Learn how to develop an interoperability roadmap.
• Understand how to simplify interface topology, reduce risk, and maximize financial outcomes.

John Valutkevich is a Healthcare Information Systems executive with over 30 years experience managing teams in the research, design, testing, marketing and implementation of interoperability and data management solutions. Presently, John is leveraging his extensive experience with strategic planning, implementing interfaces, tracking compliance with HHS regulations and leading testing teams at HL7, IHE, HHS and HIMSS connectathons to oversee interoperability assessment services tailored to the MEDITECH market as Haffty Consulting's Interoperability Program Director.

John began his health IT career at MEDITECH where he spent over 20 years in various technical and managerial capacities with a focus on interoperability, technical support and compliance. He has worked as Program Director at Drummond, he supported their Research and Innovation Development division as well as the Advisory Services division with programs that provide clients with Real World Testing consultations, HL7 FHIR compliance measurement and AI risk management.

Allison Pallatroni is an accomplished Product Manager at MEDITECH with over eight years of experience, specializing in interoperability and data exchange. She is deeply passionate about empowering teams and driving groundbreaking solutions that significantly improve patient outcomes and streamline care coordination. Her thought leadership and strategic go-to-market approaches are instrumental in steering the entire product development journey, from initial concept to successful market launch.

Track: Patient Care
Presenter: Lee Howard
Organization: Forward Advantage

A successful mobile initiative in healthcare requires a strategic, collaborative approach that unites IT and clinical teams from the outset. Without proper alignment, organizations risk inefficiencies, security vulnerabilities, and workflow disruptions. 

Are you looking to optimize or embark on a mobile strategy for your healthcare system? With first-hand knowledge helping many MEDITECH hospitals build and roll out successful mobile device initiatives, we have compiled tips for aligning teams, selecting the right devices and applications and balancing the user experience with robust security measures. 
This session will provide expert insights and practical strategies to help healthcare organizations build, implement, and optimize a mobile device strategy that enhances efficiency, security, and user experience.

Learner outcomes:

• Aligning IT & Clinical Teams: Strategies for fostering collaboration from the start. Endpoint Device Management: Best practices for overseeing and securing mobile devices.
• Device Selection: Criteria for choosing the right devices for clinical applications and workflows. Balancing Security & Ease of Access: Ensuring robust security without compromising workflows.
• Mobile Device Access Solutions: Effective authentication and access methods that work best with MEDITECH. Managing Updates: Streamlining software and OS updates for continuous efficiency

Lee Howard is Vice President of Client Services for Forward Advantage and has over 20 years of experience in healthcare information technology. Lee oversees the smooth communication between the company and its customers and associates.  His teams focus on providing solutions & services for the company’s information exchange & faxing solutions, as well as identity & access management solutions.

Track: Business Intelligence, Quality Management and Reporting
Presenters: Vern Lougheed and Claire Wennberg
Organizations: Northfield Hospital + Clinics, Northfield, Minnesota; Acmeware

This session will review approaches to integrating MEDITECH and non-MEDITECH data sources to provide near real-time clinical insights on operational patient visit data, bed availability, and resource utilization. By highlighting historical, current, and future trends, leaders can clearly see operational patterns and make real-time decisions. Integrating data sources eliminates manual processes involving Excel spreadsheets, written documentation, and word of mouth, ensuring accurate and complete information while saving time for staff to focus on patient care.

In this educational session, we will introduce the fundamentals of integrating Power Apps into the Power BI data analytics design & architecture to capture non-structured data elements. Participants will gain a clear understanding of how to use Power Apps to create custom applications that interact with business data. The course covers key concepts and practical techniques for connecting Power Apps to Power BI, enabling users to visualize and analyze near real-time data through interactive dashboards. 

Learner outcomes:

• Understand the integration of Power Apps and Power BI: Gain a clear understanding of how Power Apps can be used to create custom applications that connect to Power BI for real-time data visualization and interaction.
• Design custom applications with Power Apps: Build simple applications in Power Apps that can retrieve, update, and visualize data within Power BI dashboards, enhancing user interaction with business data.
• Enhance data-driven decision-making: Use integrated Power Apps and Power BI solutions to create powerful, real-time business intelligence dashboards and reports that improve organizational decision-making.

Vern Lougheed, Director Information Technology Solutions, Information Security Officer at Northfield Hospital + Clinics, has over 30 years of experience in healthcare IT, with 22 of those years at Northfield Hospital + Clinics. Vern oversees MEDITECH Expanse EMR, Clinical Informatics, Technical Team, Cybersecurity, Business Intelligence, Interoperability and Medical Device Integrations. Vern is a champion of Community Healthcare and works diligently to ensure their survival through the use innovative use of Digital Services.

Claire Wennberg, MSN RN, Business Intelligence Manager, Acmeware Inc., 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 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.

Track: Business Intelligence, Quality Management and Reporting
Presenters: Brice Hunt and Claire Wennberg
Organizations: Ozarks Healthcare, West Plains, Missouri; Acmeware

In this educational session, we will discuss the synergy between self-service tools, automated dataflows, and the Power BI platform to enable non-technical users and data professionals alike to access, analyze, and visualize complex datasets effortlessly. It emphasizes how self-service tools empower users to build personalized reports using both MEDITECH data and external data sources, while dataflows automate the data preparation process, ensuring consistency and quality across all integrated datasets. Power BI acts as the central hub for visualization and reporting, offering real-time insights that drive decision-making. 

This session will also address best practices for integrating these technologies into existing workflows and overcoming common challenges such as data governance, security, and scalability. By embracing this seamless integration, organizations can foster a culture of data-driven decision-making that leads to enhanced operational efficiency and a competitive edge in the marketplace.

We will discuss a near-real-time Safety Huddle Dashboard, covering metrics such as census, throughput, ED metrics (e.g., number of patients left without being seen), safety events (including falls and incident reports), and more. Additionally, we will explore a dashboard monitoring progress against monthly operational goals, such as visits per service line.

By the end of the course, learners will have a strong foundation in integrating self-service tools and Dataflows into their Power BI environment, boosting business intelligence, automation, and data integration to support more informed organizational decision-making.

Learner outcomes:

• Understand the role of self-service tools in empowering non-technical users to access and analyze data independently, enabling personalized reporting and insights.
• Leverage Dataflows in Power BI: Learn how to use Dataflows to automate data ingestion, transformation, and preparation, ensuring clean and consistent data for analysis.
• Utilize Power BI effectively to create dynamic, real-time dashboards and reports, transforming raw data into actionable insights for informed decision-making.

Brice Hunt is a seasoned healthcare leader with 12 years of diverse experience spanning behavioral health case management, ambulatory clinic leadership, and strategic initiative oversight. His comprehensive background – ranging from direct patient care to operational leadership and enterprise-wide project management – enables him to approach challenges from multiple perspectives and drive effective, data-informed solutions. As Director of Decision Support at Ozarks Healthcare, Brice is leading efforts to transform how the health system accesses and leverages data to drive strategic decision-making. He is dedicated to enhancing data accessibility for leaders, empowering them to make informed, proactive decisions that address root causes before they escalate into larger challenges. His leadership has been instrumental in streamlining workflows, improving employee and patient satisfaction, and driving organizational growth and financial stability. Brice is passionate about helping leaders solve complex problems and optimize daily operations. He holds a Bachelor of Science degree in psychology from Birmingham-Southern College and has earned multiple certifications in process improvement and project management.

Claire Wennberg, MSN RN, Business Intelligence Manager, Acmeware Inc., 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 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.

Track: Expanse
Presenters: Lona Kolman and Angie Steiner
Organization: Wooster Community Hospital, Wooster, Ohio

Bloomington Medical Services is a multi-specialty ambulatory group practice that works collaboratively with Wooster Community Hospital. The common goal is to provide a wide range of care for patients without the need to leave our community. This means on-staff providers in multiple locations throughout the area/community. Wooster Community Hospital and Bloomington Medical Services stand by our mission to provide accessible, quality health care services to all people, to promote community wellness, and do so with compassion, dignity, and respect of the needs of those we serve. In efforts to uphold our mission, we strive to provide accessible care, which can mean that our specialty providers may see patients in other specialty offices. This scenario came to the forefront of Bloomington Medical Services and Wooster Community Hospital with the onboarding of a Plastic and Reconstructive Surgeon. 
 
For an array of reasons, you may have Providers that perform their services in multiple locations. This presentation will outline how attendees can utilize MEDITECH to set up a specialty practice in multiple locations including other practice specialties. Attendees will learn how we navigated through some challenges:

• Creating a schedule grid for multiple locations and multiple staff access.
• A demonstration of these hurdles will help attendees with their divided practice.
• Showing the dictionaries that need to be edited will help streamline the build process for attendees.

Learner outcomes:

• To help streamline provider on-boarding process, we have created tip sheets for providers in assisting with selecting the correct specialty upon note signature to ensure correct location billing.
• A process that will improve access in patient care is that we are enabling providers of a specific specialty to see and treat patients in another specialty office. Attendees will learn the MEDITECH set-up and simplification with step-by-step build and a simplified checklist.   
• Attendees will learn how to tackle scheduling hurdles in order to allow staff to accurately schedule.

Lona Kolman is a Senior Clinical System Analyst at Wooster Community Hospital. She supports the ambulatory offices clinical staff and providers regarding all clinical EHR Functions. Prior to coming to Wooster Community Hospital, Lona worked as a Clinical Applications Manager with a healthcare software company. Lona holds her M.S. with honors in Health Informatics from Kent State University. She also holds a B.S. in Health Care Administration and an A.S. in Medical Assisting. Lona is a Certified Healthcare Technologist Specialist-Trainer (CHTS-TR) with AHIMA. In addition to being a Clinical Systems Analyst, Lona enjoys spending her time raising her two children and being an active member in the Peloton community.

Angie Steiner is a Systems Analyst at Wooster Community Hospital. She has strong beliefs in personal integrity and collaboration with team members as these have been key in her successes throughout her career. Angie has 25+ years of experience in physician office administration, billing, and coding. With related fields and departments, Angie has been associated with Wooster Community Hospital for 38 years. In her spare time, Angie enjoys traveling, camping, and spending time with family. She has two adult children, Olivia and Ben, and one grandson Landon.

Track: Leadership & Culture
Presenters: Victoria Pereira and Jennifer Prosa
Organization: Southlake Health, Newmarket, Ontario

The implementation of Computerized Provider Order Management (CPOM) at Southlake Health and Stevenson Memorial Hospital represents a clinical transformational change that will shift how providers (physicians, residents, nurse practitioners, and midwives) at both organizations electronically enter and manage orders in MEDITECH. While the technology itself is a critical enabler, successful adoption depends on effective change management strategies to engage stakeholders, mitigate resistance, and ensure a smooth transition.

This presentation outlines the structured application of Southlake’s SAFE (Setup, Attention, Facilitate, and Encourage) change management methodology to the CPOM project, leveraging stakeholder engagement, impact analysis, communication planning, training, and sustainment strategies to drive adoption. Key components include: Stakeholder Engagement & Impact Analysis, Communication & Leadership Support, Training & Knowledge Transfer, Resistance Management & Sustainment.  

This abstract highlights how change management methodology is a key enabler of digital transformation in healthcare and ensures that the CPOM system is successfully embedded into clinical workflows for long-term success.

Learner outcomes:

• Understand the Role of Change Management in Adoption – Participants will be able to explain how structured change management methodologies support the successful implementation of new electronic workflows and health systems, minimizing disruption and increasing user adoption.
• Apply Change Management Strategies to Overcome Resistance – Participants will learn key strategies to address stakeholder concerns, manage resistance, and foster engagement among providers, nurses, and other impacted groups.
• Develop an Action Plan for CPOM Adoption – Participants will be able to outline practical steps to integrate change management principles into their roles, ensuring a smooth transition to the new electronic workflows and systems.

Victoria Pereira is an experienced healthcare leader with a strong background in change management, healthcare transformation, stakeholder engagement, and strategic project leadership. With over ten years of experience spanning from front-line mental health and addiction care, leadership, and enterprise-wide system implementations, she specializes in driving successful organizational change and optimizing adoption of new technologies and processes.

Throughout her career, Victoria has played a pivotal role in multiple Electronic Health Record (EHR) implementations, working with Epic, Oracle Health, MEDITECH, as well as other EHR systems. She has led the development and execution of change management strategies, ensuring smooth transitions for clinical and operational teams while mitigating resistance and fostering engagement at all levels. Now serving as the Change Management Lead for the CPOM project at Southlake Health, Victoria designs and implements change management frameworks, develops communication and training strategies, and collaborates with providers and leadership teams to support the successful adoption of new electronic workflows and processes.  

Victoria has an Honour's Bachelors of Applied Arts degree in Behavioural Psychology, and has recently received certification as a Project Management Professional through the Project Management Institute.

Jennifer Prosa, Director, Digital Health PMO, is a seasoned healthcare leader with expertise in pharmacy operations, informatics, automation, and digital transformation, with over 25 years of healthcare experience. Jennifer's career includes over nine years as a front-line hospital pharmacy technician and progressive leadership roles in pharmacy operations and IT project management/digital health. Jennifer brings a deep understanding of both clinical workflows and technological complexities and integration in healthcare. Jennifer has held key roles, including Pharmacy Informatics and Automation Lead, Pharmacy Operations Manager, and Project Manager for IT, leading initiatives to enhance medication management, streamline workflows, and implement digital health solutions. Now serving as Director of the Digital Health PMO, she oversees digital health projects that optimize healthcare technology and patient care, including the CPOM project.

She is a Registered Pharmacy Technician (RPhT) with a Diploma in Health Informatics and Master of Business Administration (MBA).

Track: Patient Care
Presenter: Melanie Robertson
Organization: South Tyneside and Sunderland NHS Foundation Trust, UK

The presentation will discuss how technology can be utilised to ensure all patients are appropriately assessed with regard to their mental capacity to make health care decisions and reasonable adjustments to support them with decision making are planned and implemented to safeguard their liberty. MEDITECH is used as the electronic healthcare record, a process has been enabled to ensure that different members of health care staff can undertake required assessments within existing workflows at key steps. Data from assessments is utilised to support the embedding of practice and ensuring optimum performance and operational ownership.

Melanie Robertson is Associate Director of Nursing for Quality and Chief Nurse Information Officer at South Tyneside and Sunderland NHS Foundation Trust, UK. Melanie has worked as a nurse for over 30 years and remains to work clinically within her role within Breast Oncology.  Melanie has a passion for improving healthcare processes through digital technology ensuring that members of the multi-disciplinary team are supported to better care for their patients using tools that streamline their care, avoid duplication and are enabled with clinical decision support.

Track: Interoperability / Integration
Presenter: Josh Margulies
Organization: Suki AI

Join us for an in-depth discussion with health systems leaders, as they share their transformative journey of generative AI to streamline documentation and reduce burnout. You’ll hear about their learnings from deploying AI scribes, the adoption and impact of these solutions across their enterprise, and how they envision this technology will evolve in the future.

Learner outcomes:

• Discover the benefits these Ambient Listening and AI solutions can have on administrative burden and physician well-being.
• Report the impact that generative AI technologies can have on the organizations’ bottom line.
• Use the right questions to evaluate ambient listening and assistive AI solutions and lessons learned during implementation.

Josh Margulies is responsible for Suki's key customer engagements and ensuring their success. In his role, Josh helps customers showcase and share their innovation journeys and experiences with their peers in the industry. Josh is also responsible for managing Suki's user group and customer advocacy program. Josh has held many senior level customer-facing roles at Suki including in marketing, customer relations, and is now part of the Sales team. Prior to Suki, Josh was a marketing executive in the NFL and NHL, as well as leading marketing teams in the healthcare, technology, and gaming industry. Josh lives in Nashville, TN with his wife Livia and three children, Lyla, Luca, and Madeleine.

Track: Leadership & Culture
Presenter: Carl Smith
Organization: medSR

This session will Inspire and give you practical tools to enhance the culture of your department and make a difference in your organization.  We will discuss leadership strategies, best practices, change and optimization, and ways to enhance staff satisfaction by finding purpose and meaning in the jobs we do every day. Open dialogue will be encouraged to share creative ways that you have implemented leadership principles in your workplace as well.

Learning objectives:

• Defining culture and how it impacts your department and facility.
• Identifying and implementing practical leadership strategies.
• Making a difference in the lives of your staff, your hospital, and your community.

Carl Smith has been in healthcare IT management for over 30 years, serving as an IT Director and Chief Information Officer for rural healthcare. Carl now serves in a variety of duties for medSR including Business Development, Project Management, Interim CIO and Director, and other duties. Quality, leadership, and promoting meaningful culture has always been an emphasis in his career.

Track: Support & Technology
Presenter: Pat Harkins
Organization: Teknicor

Cybersecurity remains an urgent priority for MEDITECH hospitals, but with the rapid rise of AI, none of us can rest on current assumptions and strategies. It's critical to step back and assess this new environment. Join us to gain firsthand, field-driven insight into the issues AI creates and the opportunities it presents for MEDITECH hospitals in particular. His presentation will be followed by an engaging discussion with attendees and recommendations for taking action.

Learning objectives:

• Cybersecurity.
• Artificial Intelligence.
• Digital Healthcare.

Patrick Harkins is Vice President for Strategic Solutions at Teknicor and has more than 25 years of experience in the healthcare sector. He has provided management and technical leadership across many healthcare IT initiatives, ranging in scope from local to the scale of state-level government. Patrick is an in-demand speaker at major healthcare industry events in the US, Canada, and UK. Patrick’s expertise and insight is built on direct experience as a CTO at major healthcare centres, with accountability for multi-location HIS systems (most extensively MEDITECH), regional cardiac units, VDI, security, informatics as well as the day-to-day operation of the department.

As healthcare teams face increasing demands for efficiency, security, and interoperability, automation has become a critical tool for optimizing workflows and enhancing integration across platforms. This session will offer actionable strategies on how healthcare organizations can leverage practical automation solutions to streamline administrative processes, boost team efficiency, and empower teams to focus on what matters most – prioritizing patient care.

Learning objectives:

• Identify opportunities where automation can reduce inefficiencies in administrative workflows while maintaining interoperability.
• Discover how workflow automation enables healthcare teams to have more time to focus on delivering personalized, high-quality patient care.
• Explore real-world examples of how automation is being implemented to streamline workflows.

Tim Hoskins, Vice President of Solutions Architecture at Vyne Medical, is an accomplished leader with a proven track record in managing diverse teams. With 23+ years of extensive experience in ensuring customer satisfaction, Tim oversees a wide range of responsibilities, including all aspects of customer training and the customization of client solutions. In addition to conducting the company’s product demonstrations, Tim is also instrumental in delivering comprehensive workflow assessments, crafting technical architecture diagrams, and providing expertise in ROI calculations and documentation. His multifaceted background in coding, IT management, and security equips him with a robust set of technical skills and knowledge vital to his role.

He holds a deep enthusiasm for the future of automation in healthcare, recognizing its potential to revolutionize efficiency by automating mundane, manual tasks. Tim’s dedication to excellence and his customer-centric approach makes him an invaluable leader and a catalyst for success in any endeavor he undertakes.

Track: Support & Technology
Presenter: Audrey Brislin
Organization: Forward Advantage

Struggling with unreliable faxing? For healthcare organizations, fax reliability is critical for maintaining a strong reputation, ensuring efficient patient care, securing timely reimbursements, and preserving referral revenue. Yet, frequent delays and failures due to capacity constraints, problematic numbers, and FoIP incompatibility create significant challenges.

Cloud-based faxing has emerged as a powerful solution to overcome these issues – but is it the right fit for your organization? Join our session to hear from several organizations who have taken the journey to cloud faxing and explore the strategies they use to improve reliability and resource utilization, while maintaining a positive ROI.

Learning objectives:

• How to evaluate the various pros and cons of traditional and cloud-based faxing.
• Tips and strategies to help you decide what strategy is right for your specific organization.
• How several MEDITECH organizations approached their cloud faxing strategy and why.

Audrey Brislin is Vice President of Marketing & Product at Forward Advantage and has worked in software & technology for most of her career, spending the past 12+ years in healthcare marketing. Audrey is working alongside Forward Advantage development teams and customers to bring a solution to market that integrates a health system’s patient engagement initiatives with the EHR to provide a consistent experience for patients in their health journeys.

Track: Revenue Cycle and Patient Access
Presenter: Erika Running
Organization: Tegria

In today’s evolving healthcare landscape, traditional productivity metrics no longer provide the full picture needed to drive sustainable financial success. This session will explore how organizations can leverage the data within their MEDITECH environment to build a functional financial scorecard that tracks Key Performance Indicators (KPIs) and outcomes, rather than just measuring productivity.

Attendees will gain insights into:

• Identifying and utilizing key financial and operational data points within MEDITECH
• Developing a data-driven financial scorecard to monitor performance and outcomes
• Real-world examples of organizations successfully shifting from transactional productivity tracking to a strategic, results-focused approach
• Best practices for using financial and operational data to drive decision-making and long-term growth

Join us to learn how moving beyond traditional productivity measures can empower your organization to optimize revenue cycle performance and achieve meaningful financial improvement.

Learning objectives:

• Learn how to leverage key data-driven KPIs to enhance the efficiency and effectiveness of billing operations.
• Identify actionable strategies to optimize revenue cycle management and achieve measurable financial outcomes.
• Explore how data transparency and KPI monitoring can align billing operations with overarching organizational goals.

With 25 years of experience in healthcare revenue cycle management, Erika Running specializes in optimizing operations, improving patient-centered processes, and maximizing financial performance for diverse clients, including large organizations and critical access hospitals. Currently serving as the Senior Director of Revenue Cycle Management at Tegria, Erika has also held leadership roles such as Vice President of Revenue Cycle Management at Sisu Healthcare IT Solutions, where she worked with rural and community healthcare organizations to implement efficient workflows and leverage predictive analytics. A dedicated mentor and active member of HIMSS and HFMA, Erika is passionate about driving operational excellence and fostering growth in the healthcare industry.

Track: Revenue Cycle and Patient Access
Presenter: Randy Brandt
Organization: Mile Bluff Medical Center, Mauston, Wisconsin

For complex specialty care, missed appointments can derail a patient’s care plan, create unexpected downtime for providers, and cost significant revenue. Mile Bluff Medical Center makes access more foolproof with a smart waitlist optimized for the organization's wide variety of care settings and integrated with MEDITECH Expanse. We will detail how MBMC improved patient access, increased staff and provider satisfaction, and gained revenue.

Learning objectives:

• Discuss how to improve patient and staff experience without adding work for staff.
• Learn how a regional health system evaluated and planned to solve patient access and efficiency challenges.
• Understand key considerations to ensure integration with MEDITECH Expanse, stakeholder buy-in, and downstream efficiency.

With nearly 30 years of experience as a physician assistant at Mile Bluff Medical Center in Mauston, WI, Randall (Randy) Brandt, PA-C is a passionate advocate for both healthcare and technology. Over the past three decades, his career has evolved into a unique role, combining patient care with his service as a liaison between providers and his organization's IT department. As a clinical champion, he played a pivotal role in his organization's MEDITECH Expanse implementation, and he continues to facilitate both system optimization and the addition of new forms of advanced technology. In recent years, he has served as lead project manager for the implementation of MEDITECH Expanse Search and Summarization, powered by Google Health. Randy received his Physician Assistant board certification from the University of Wisconsin Madison. He is married, has five children, and enjoys cycling, traveling, backpack camping, and off-road adventures.

Track: Expanse
Presenters: Joshua Robinson and Douglas A. Janowski, M.D.
Organization: Willis Knighton Health System, Shreveport, Louisiana

Transitioning a cancer center from Mosaiq to MEDITECH Expanse presents significant challenges, including the risk of disruptions to operations, data loss, and staff adaptation difficulties. Without a comprehensive and strategic approach, the transition could exacerbate existing inefficiencies, negatively impact provider satisfaction, and compromise patient care. The complexity of data migration, workflow redesign, and training underscores the need for a well-coordinated and multidisciplinary effort.

The purpose of transitioning a cancer center from Mosaiq to MEDITECH Expanse is to achieve a seamless and efficient migration that enhances operational workflows, strengthens data integrity, and empowers staff with the tools and training needed for long-term success. Through a structured approach – including pre-implementation assessments, robust training programs, and post-go-live support – the initiative aims to improve provider satisfaction, elevate patient experiences, and position the cancer center for future innovation and excellence.

Learner outcomes:

• Understand Key Steps for Effective EHR Transition Planning: Learn how to assemble a multidisciplinary transition team, conduct pre-implementation assessments to analyze workflows and data needs, and develop a detailed transition plan with clear milestones and strategies for data migration.
• Master Training and Go-Live Strategies to Minimize Disruption: Explore best practices for role-specific training, leveraging superusers for support, optimizing clinic schedules during go-live, and ensuring on-site IT and vendor assistance to support staff adaptation.
• Learn Techniques for Testing, Validation, and Continuous Improvement: Gain insights into testing clinical workflows, ensuring data accuracy, and establishing feedback mechanisms to monitor, refine, and optimize the new EHR system for long-term success.

Joshua Robinson, MBA, CHCIO, AVP IT is a results-driven healthcare IT executive with over 20 years of experience leading technology initiatives that transform patient care, streamline operations, and advance organizational goals. As the AVP of IT / Associate Chief Information Officer at Willis Knighton Health, Josh oversees critical functions across Clinical Applications, Financial Applications, Ancillary Applications, Integrations, Information Management, Database Management, and Software Development.

Throughout his career, Josh has built a reputation for delivering innovative, scalable solutions in application management, EHR deployment, and complex systems integration. His leadership is defined by a strategic mindset, a deep technical foundation, and a commitment to building high-performing teams that thrive in dynamic, fast-paced healthcare environments.

Josh's approach to leadership blends technical expertise with a collaborative spirit, ensuring that technology initiatives are aligned with clinical, financial, and operational needs. His passion for driving continuous improvement and fostering innovation has consistently produced measurable results across diverse healthcare settings.

Douglas A. Janowski, M.D. is the Senior Physician Advisor for Information Technology and Clinical Integration, and the Clinical Integrated Network.

Track: Business Intelligence, Quality Management and Reporting
Presenter: Kristen Martino and Elliot Darling
Organization: MEDITECH

In today's data-driven world, organizations require access to reliable and insightful data for informed decision-making. MEDITECH has a multi-faceted approach to putting utility around data. MEDITECH’s analytics solutions range from Surveillance to proactively identify patients needing intervention, to Care Compass registries for effective cohort management, to Business and Clinical Analytics (BCA) to manage multiple facets of health system operations. BCA empowers data-driven decision-making by providing organizations with essential insights and metrics to optimize strategies and achieve goals. BCA collects, analyzes, and presents key performance indicators (KPIs) in a clear, accessible format, enabling organizations to monitor trends, identify areas for improvement, and make data-backed decisions that drive clinical, organizational, and financial success. This session will highlight the latest advancements within BCA, including new content to analyze EHR efficiency.

Learning objectives:

• Learn about MEDITECH’s new approach to BCA standard content creation. See examples of new content areas, and learn how these are being operationalized.
• See a demonstration of the new ‘measurable insights’ dashboards, which enhance EHR efficiency and support provider workflows.
• Provide input to the strategic Product Management team.

Kristen Martino is a MEDITECH Product Manager for Physician Solutions as well as Home Care.  Kristen has worked in healthcare for 20+ years and has a strong clinical foundation with a Bachelor’s of Science in Nursing and a Master’s of Science in Healthcare Management.  As a product manager in healthcare, she has a passion for leveraging technology to improve patient care and streamline healthcare operations.

Track: Business Intelligence, Quality Management and Reporting
Presenter: Matt Chadwell
Organization: MEDITECH

Financial clearance is crucial for financial health, but it also plays a vital role in patient satisfaction. This session will explore MEDITECH solutions and strategies to improve both collectability and the patient experience, while increasing operational efficiency. By providing transparent and proactive financial communication, providers can build trust, reduce patient anxiety related to billing, and facilitate timely payment.

Learning objectives:

• Understand MEDITECH solutions related to financial clearance and what this means for both patients and healthcare providers.
• Learn how by providing transparent and proactive financial communication, providers can build trust, reduce patient anxiety related to billing, and facilitate timely payment
• Prepare for several key components of financial clearance, such as electronic prior authorization, patient cost estimation and payment plans

Matt Chadwell is a Certified Product Manager (CPM) with over 23 years of experience within healthcare Revenue Cycle Management. He has responsibility for all revenue cycle products and initiatives, within all venues of care, to ensure market and customer satisfaction while aligning with MEDITECH's corporate vision and- strategy. Matt has a passion for maximizing existing features, and helping to develop new features and solutions based on industry research, experience, and interaction with customers, prospects, and patient populations. Matt is supportive of the MEDITECH revenue cycle vision of providing innovative, efficient solutions that contribute to a positive user and patient experience.

Track: Patient Engagement
Presenters: Whitney Spiegel and Siobhan Warner
Organization: Citizens Memorial Hospital, Bolivar, Missouri; MEDITECH

Abstract: This session introduces MyHealthHub, MEDITECH's newly branded Patient Consumer Health Portal, and offers attendees an in-depth look at the platform's capabilities and its impact on patient engagement. Participants will hear from early adopters about successful implementation strategies, new initiatives, and patient feedback, gaining valuable insights into MEDITECH's ongoing efforts to improve patient communication and engagement.

Attendees will also get an exclusive preview of MEDITECH's 2025 roadmap for MyHealthHub, including anticipated enhancements in guest access and patient communication features. Whether you're planning for a future rollout or aiming to optimize current processes, this session will provide you with the knowledge to effectively plan for the next stage of your organization’s patient engagement strategy.

Learning objectives:

• Understand the implementation rollout of MyHealthHub and the strategies for a successful Go-Live.
• Stay updated on MEDITECH's ongoing Patient Engagement and Communication initiatives.
• Plan for the future rollout of MyHealthHub features within your organization. 

Whitney Spiegel has worked at Citizens Memorial Hospital since 2012. She has worked as a Systems Analyst since 2016 supporting Registration, Authorization and Referral Management, Community Wide Scheduling, and the Patient Portal for clinics, hospital, and long-term care.

Siobhan Warner, CPM, has been with MEDITECH for over 26 years, holding key roles across implementation, marketing, and strategy. For the past nine years, she has served as the Product Manager for Patient Engagement within the Strategy Division. In this capacity, Siobhan collaborates closely with customers and industry thought leaders to shape the roadmap for future initiatives.

Organization: MEDITECH

This session aims to explore the unique challenges and opportunities for Critical Access Hospitals (CAHs) in leveraging MEDITECH Expanse to improve patient care, streamline workflows, and enhance operational efficiency. Focusing on the specific needs of CAHs, this session will delve into tailored MEDITECH EHR functionalities that support critical workflows such as 340B drug pricing programs, swing bed management, and ambulatory practice integration. Attendees will learn strategies for optimizing Expanse to manage these essential services, addressing regulatory compliance, enhancing resource utilization, and improving patient care
delivery. Additionally, the seminar will discuss how MEDITECH can be utilized to improve coordination of care across settings, ensure accurate billing, and support the integration of both inpatient and outpatient services within the unique structure of CAHs. Through case studies and practical examples, this session will provide actionable insights on making MEDITECH EHR work effectively in a Critical Access Hospital environment, ensuring that these vital healthcare institutions continue to deliver high-quality care to rural and underserved populations.

Learning objectives:

• Identify and apply tailored MEDITECH Expanse functionalities relevant to Critical Access Hospital (CAH) workflows.
• Develop strategies for optimizing Expanse for Critical Access Hospitals to enhance resource utilization, improve patient care delivery, and ensure regulatory compliance.
• Analyze and implement solutions for improved care coordination and operational efficiency

Track: Revenue Cycle and Patient Access
Presenter: Marie Kihm
Organization: CereCore

Looking for a comprehensive approach to revenue cycle optimization within your healthcare IT systems? Explore how current state assessments, MEDITECH integrations, and people and culture play a key role in driving successful optimizations. Walk away with practical strategies for improving workflows, enhancing your system support, and achieving significant financial and operational outcomes.

At the end of this session, you will:

• Understand the methodology for conducting holistic assessments, including identifying pain points and reverse engineering current states.
• Learn how to integrate MEDITECH functionalities effectively to optimize workflows and improve revenue cycles.
• Recognize the critical role of leadership, communication, and culture in achieving sustainable optimization results.

Learning objectives:

• Understand the methodology for conducting holistic assessments, including identifying pain points and reverse engineering current states.
• Learn how to integrate MEDITECH functionalities effectively to optimize workflows and improve revenue cycles.
• Recognize the critical role of leadership, communication, and culture in achieving sustainable optimization results.

Marie Kihm is a Consulting IT Architect with CereCore’s MEDITECH Professional Services group. She brings more than 25 years of healthcare IT experience as a subject matter expert and project manager, and has managed many successful MEDITECH implementations, assessments, projects, upgrades and transformative optimizations. She also has more than 36 years of experience as a Registered Nurse.

Track: Expanse
Presenters: Nathan Retelle and Lisa Doyle
Organization: MedPower

Our session covers the panelist’s organizational needs and challenges to deliver timely, effective, best practice EHR learning on their daily journey to EHR optimization and efforts to achieve organization wide efficiency, learner proficiency towards the ultimate goal of ‘Mastery”. 

Panelists will present various EHR learning events and efforts, projects, and/or continuous learning. Panelists will share their experiences, approaches, and recommendations of successes and lessons learned. Seeking to focus on site-specific learning use cases and the value of having a well-defined Learning Management & Delivery Strategy that could leverage best practices and applied technologies and deliver an effective, efficient, and welcomed learner experience.

Their presentations will reflect their approach, leveraging traditional learning delivery and adaptive technologies. Each will cover their strategies their constraints (time, resources, etc.),and approach for learning delivery, content management, methods for measuring and delivering expected outcomes where they incorporated ‘Best Practices” in education/learning.

Come and learn how peer organizations have met and delivered many of the same EHR learning challenges we all face with effective outcomes toward learning mastery of their EHR.

Learning objectives:

• Approach and successes in applying best practice and applied technology to meet your project training and education needs.
• Approach and successes in applying best practice and applied technology to meet your onboarding training and education needs.
• Approach and successes in applying best practice and applied technology to meet your continuous education training and education needs.

Panelists:

• Michael T. Moran, Manager of Clinical Applications, Signature Healthcare
• Sabrina Hicks RD, LD, Director of IT EDU Solutions, Appalachian Regional Healthcare

Nathan Retelle, Director, Customer Success, has 20+ plus years of healthcare, EHR and provider services and support including training strategy and delivery in large multi-facility settings and working with LMS and applied technologies. He currently co-leads MedPower's Customer Success and support services.

Lisa Doyle, Managing Director, Learning and Content Management, has 40 years of healthcare, EHR and consulting experience with extensive experience in learning and content strategy, design and delivery. Over the last six years, she has served as MedPower’s Lead Advisor for all customer learning and contract curation and delivery.

Track: Business Intelligence, Quality Management and Reporting
Presenter: Brian Pereira
Organization: MEDITECH
Scheduled: Friday May 30 at 10:20 am

Does your organization have a streamlined process for Order Reconciliation, or are there opportunities for improvement? We'll delve into recommended setup, workflows, and practices to ensure patients complete necessary follow-up testing, procedures, and referrals in a timely manner. This session will provide a platform to share success stories, challenges, and identify areas for optimization related to Order Reconciliation.

Learning objectives:

• Participants will be able to identify and analyze current Order Reconciliation workflows within their organization, pinpointing areas of inefficiency and potential for improvement.
• Apply recommended best practices for Order Reconciliation setup, workflows, and follow-up procedures.
• Share and learn from real-world experiences, including success stories and challenges, related to Order Reconciliation, fostering collaborative problem-solving and optimization strategies

 
Brian Pereira is a Senior Analyst in MEDITECH’s Client Services Division with over 10 years of experience within the Physician Products. He serves as a subject matter expert for the Physician Ordering products and all integrated applications, specializing in Hold Queue, Other Vendor projects, and a variety of Acute/AMB workflows. Brian has led numerous customer visits and optimizations to improve MEDITECH processes at organizations across the country and has a passion for improving the user experience. Brian advocates for superior customer service and improving physician processes across all applications.

Track: Business Intelligence, Quality Management and Reporting
Presenter: Jamie Lambert
Organization: MEDITECH

Maintaining an accurate and up-to-date problem list allows clinicians to make informed decisions about treatment plans, identify potential risks, and deliver better, coordinated care across different healthcare settings. An effective problem list also ensures patient safety by highlighting important medical conditions that need to be considered throughout their treatment journey. This session will explore MEDITECH's best practices and strategies for effective problem list management, highlighting the various tools available in Expanse to maintain a clear and concise problem list while also highlighting governance policies and continued education as keys to success in the process.

Learning objectives:

• Understand the advantages of problem management and the past family social history tool, with a focus on using exclusivity within the problem list
• Review the various tools available to clinicians to assist in maintaining a clear, concise, and accurate problem list.
• Discuss the importance of crafting strong, multi-disciplinary governance policies surrounding problem list management and enforcement.

Jamie Lambert is a Senior Supervisor in MEDITECH’s Client Services Division, with over 15 years of experience supporting the Physician Products. As a subject matter expert and stakeholder for Physician Documentation, Jamie specializes in 6.15 to Expanse migrations, application integration, and various physician-focused workflows spanning all venues of care. She has successfully led numerous Expanse Go-Lives, virtual rounding sessions, and optimization efforts aimed at enhancing MEDITECH processes for organizations across the country. With a passion for improving the user experience, Jamie is dedicated to advancing customer service and streamlining physician workflows throughout the EHR.

Track: Business Intelligence, Quality Management and Reporting
Presenters: Erin Heilman and Kristen Beatson
Organization: Medisolv

The Transforming Episode Accountability Model (TEAM) is a recently finalized mandatory payment model introduced by the Centers for Medicare & Medicaid Services (CMS) in the 2025 Inpatient Prospective Payment System (IPPS) Final Rule. Its primary objective is to enhance the quality of care delivered to Medicare beneficiaries by holding hospitals accountable for specific episodes of care. CMS has strategically linked cost and quality components to determine whether financial accountability can effectively reduce beneficiary costs while maintaining or even improving the quality of care provided.

In this presentation, we will delve into the framework of the TEAM model. We will provide a comprehensive explanation of its purpose and how CMS aims to integrate cost and quality performance within a value-based framework. Attendees will gain insights into the specific hospitals, beneficiaries, and episodes that fall under the purview of this model. Moreover, we will meticulously review the methodology for calculating costs and the utilization of quality performance metrics in determining payments or penalties under this model.

Learner outcomes:

• Define the purpose and structure of the TEAM payment model, which connects cost and quality within a value-based framework.
• Explain how CMS calculates payment or penalty fees in this model, using both cost and quality performance to determine the amounts.
• Identify the specific hospitals, beneficiaries, and episodes that meet the eligibility criteria for the TEAM model.

Erin Heilman is a distinguished leader in the healthcare quality regulatory space, known for her innovative approach to simplifying complex regulations. With over a decade of experience, Erin has developed award-winning content, including articles, guides, and tools, that empowers quality leaders to excel in their reporting obligations. As the Senior Vice President of Regulatory Affairs at Medisolv, Erin is responsible for collaborating with executive leadership to ensure regulatory compliance is seamlessly integrated into the company’s strategic objectives. Furthermore, Erin provides specialized strategic advisory services to healthcare organizations, utilizing her comprehensive knowledge to assist clients in navigating the intricate landscape of healthcare regulations.

Kristen Beatson, BSN, is Senior Vice President Clinical Quality Improvement at Medisolv.  She has more than 15 years of experience in the Clinical Informatics field including several years in the hospital environment as a Clinical Analyst managing and supporting advanced clinical application implementations. In her current position at Medisolv, Kristen has extensive knowledge of electronic measurement. She has presented at the HIMSS conference several times on the subject of Digital Quality Measurement.