101 - Workload Wizardry: Making Expanse Work for Us
Learn how a rural family practice clinic optimized MEDITECH Expanse workloads through real-world trial, error, and redesign. This session highlights practical strategies for organizing patient communication, improving follow-up, and reducing patient safety risks – while sharing lessons learned, current workflows, and future enhancements to make Expanse work better for providers and staff.
Learning objectives:
- How not to use the workload
- Benefits of the workload
- Future ideas to make it better
Courtney Grimm, MAC, EMT, is the Clinic Manager with 4.5 years of experience as a medical assistant working in the MEDITECH EMR. She is attending her third year at the MUSE Inspire Conference and is passionate about improving clinic workflows, patient access, and frontline staff support.
Selma Diaz MAC has been a Medical Assistant for 15 years and has worked at Cascade Medical since 2020. When the organization went live with the MEDITECH system in 2022, she became actively involved in informatics. Selma continues to work alongside a provider while supporting informatics initiatives, which allows her to stay closely connected with both providers and staff. This dual role helps her address system issues and concerns effectively, ensuring smooth workflows and improved patient care.
102 - The Relationship Between Data and Workflows (BCA, Leapfrog, Surveillance)
Modern healthcare produces massive amounts of data. The challenge lies in digesting all of this data and pinpointing workflow changes that move the needle. This presentation explores the relationship between data and workflows through previous successful initiatives at Catawba Valley Health System. The presentation touches on Business and Clinical Analytics Dashboards, Surveillance Status Boards, Order Sets, Leapfrog, and other fun things.
Learning objectives:
- Understand the basics of Business and Clinical Analytics module
- Identify workflows that could be improved with rule logic
- Understand the basics of Surveillance Status Boards.
Stephen Briggs, Clinical Informatics Manager, completed his BS in Biology at Western Carolina University and Doctor of Pharmacy at Wingate University. He has worked at Catawba Valley Medical Center in Hickory NC for the past 10 years. During his time at CVMC, he has worked as a Staff Pharmacist, Clinical Pharmacist, and Informatics Pharmacist.
103 - Our Optimization Journey – Structuring a Governance Committee to Maintain Engagement
As a CAH (Critical Access Hospital) and Maas (MEDITECH as a Service) site, we took a structured approach to optimization through our Governance Charter. This presentation will walk through our initial set up, policies, decision-making strategies, and change control, to maintain engagement and structure to optimization in a post live environment.
Learning objectives:
- Describe benefits of a Governance Committee, ensuring we are aligning clinical, operational and technical priorities.
- Provide guidelines for implementing optimization program.
- Describe benefits of structured priority pack testing.
- Explain the advantages of structured change management.
Ellen Dennehy, PA-C, DMSc is a Family Practice Physician Associate at Huggins Hospital. In additional to her clinical practice, she is the Medical Director of Provider Informatics and the President of Medical Staff. She is the co-chair for the Governance Committee and Provider Champion for Ambient Listening Project Charter.
104 - Charge Forwarding from the Ground Up
This presentation will highlight the hurdles we met with initializing charge forwarding at our facilities. As well as the solutions we found to either correct or circumvent these opportunities. While this is primarily a revenue-based topic, but was driven by, and project managed, from a clinical perspective making it a learning experience on multiple levels. If it were (as with everything else) a straightforward application of the process it would be no problem. However, real world application and theory rarely line up. This is our experience with that and Charge Forwarding.
Learning objectives:
- Understanding how it is contingent that workflow on the clinical side be fairly consistent to make the system recognize appropriate timings. Different days of documentation than date of service need addressed for CVW report.
- Doc section can be hidden from all providers except the ones forwarding if necessary. Leaving the documents available to all providers regardless of charges on documentation or not.
- Coding section can be addended with it updating the CVW/Coders.
Lindsey Gray, Clinical Informatics Specialist on the Clinical Informatics Application team at Meadville Medical Center has a clinical background as a Registered Nurse with over 10 years of experience in healthcare. In the role of Clinical Informatics Specialist, Lindsey has been involved in two system wide updates from MEDITECH 6.15 to Expanse 2.1, then Expanse 2.1 to Expanse 2.2 involving builds across web acute, clinical modules, and web ambulatory platforms. She has participated in project implementation related to the interface implementation of GE Fetal monitor and Spacelabs, facilitating the HTI-1 update, and MDS updates and maintenance, Charge Forwarding, QRM, and DMO. She has experience in building rules in MAT and NPR, templates, orders, and order sets.
105 - User Productivity: A Catalyst for BCA Utilization
Sierra View Medical Center embarked on a journey to leverage Business and Clinical Analytics (BCA) for improving operational efficiency and user productivity tracking. Initially, BCA adoption faced challenges due to discrepancies between Standard Content and existing RD reports, compounded by reliance on manual Excel-based workflows. These issues created skepticism about BCA’s accuracy and value.
The turning point came with the development of the HIM Productivity Dashboard, which consolidated multiple workflows - Release of Information, Record Locator, Incomplete Records, Scanning, and Coding - into a single, intuitive interface. This eliminated the need for multiple reports, streamlined processes, and provided actionable insights for department leaders.
The success of this dashboard catalyzed broader organizational interest, leading to the creation of additional dashboards for registration productivity, Emergency Department throughput, and clinical monitoring. These tools replaced manual reporting, improved compliance tracking, and supported initiatives such as Joint Commission survey readiness, provider credentialing, and clinical performance. Advanced dashboards also monitored documentation compliance for critical interventions.
Through these efforts, BCA evolved from an underutilized tool into a strategic asset, enabling data-driven decision-making, reducing manual workload, and enhancing transparency across administrative and clinical domains. This transformation demonstrates the power of understanding analytics in driving operational excellence and fostering a culture of continuous improvement.
Learning objectives:
- Identify the current workflows and processes in your organization that could be tracked using BCA by learning from our journey. Foster a collaborative approach to using BCA when implementing or modifying current workflows and processes. Getting the buy-in from the different teams to move forward.
- See an example of how utilizing Standard Content combined with custom datasets can open up the minds of nay-sayers in your organization.
- See how you can use BCA to drive improvement process within your organization.
Tyson Harness is a Respiratory Therapist turned Data Analyst. He started his health care career as a switchboard operator while going to Nursing School to get my LVN license. Tyson worked in the RT department at Sierra View and decided to pivot to Respiratory Therapy. He earned his RT license and was utilized as a Subject Matter Expert for all things MEDITECH-related at the organization. After the 6.1 implementation, Tyson moved to the dark side into the world of Informatics and has loved every minute of it.
106 - Unlocking Efficiency: The Power of a Live Bed Board to Transform Productivity
Healthcare organizations constantly strive for operational efficiency, yet often face challenges relating to lack of real-time visibility into bed occupancy, patient acuity, and staffing. Traditional reporting methods are often static and fail to provide the dynamic, real-time insights needed for effective decision-making. The primary objective of this initiative is to leverage Microsoft Power BI to transform disparate operational data into actionable insights.
Key outcomes include:
Providing real-time visibility into bed occupancy, patient acuity, and patient flow.
Visualizing patient acuities to support appropriate care planning and resource allocation.
Integrating timekeeping system data with operational metrics to analyze staffing levels against actual demand patterns.
Developing analytics for improving workforce productivity and optimizing resource utilization.
The implementation of the Power BI bed board has successfully transformed raw data into actionable insights, facilitating better resource management and enhancing overall operational efficiency. This data-driven approach allows for evaluation of patient acuities, not just census, driving at improved patient outcomes and providing a scalable solution for continuous performance monitoring within the healthcare environment.
Learning objectives:
- Describe how the bed board and real-time information can facilitate improved communication and coordination of staffing.
- Interpret how bed board and acuity analytics can be utilized to ensure appropriate allocation of resources.
- Identify how background analytics of the bed board can improve data-driven decisions surrounding staffing and productivity.
Lauren Beason is the Training, Development & Business Intelligence Manager at Bartlett Regional Hospital in Juneau, Alaska. She has worked at Bartlett for nearly thirteen years, seven of those in leadership roles, including the Executive Director of Nursing. Lauren holds a Baccalaureate degree in nursing from Linfield College and has obtained numerous certifications in both clinical and leadership areas.
Lauren’s passion for health care began at an early age and led her to begin her career as a critical care and obstetrics nurse. After 11 years delivering clinical care, Lauren began working in data and analytics and has developed a deep passion for developing an organization-wide data-driven culture. Her unique background has allowed her to bridge the gap between business and clinical stakeholders, effectively leading data management and business intelligence initiatives, and ultimately helping drive key strategic decision making for the organization. Lauren is a born and raised Alaskan who spends every free moment outside the office hunting, fishing, and spending time at her family cabins.
107 - Don't Get Blown Away in the Windy City by Medication Conflict Alerts! Come Deep-Dish on Expanse Alert Optimization!
As HCA continues its conversion from MEDITECH Magic to Expanse Cloud, medication alerts have emerged as a key area for optimization. This presentation builds on prior conversations at MUSE and outlines how we have optimized approximately 18 million alerts per year (normalized) while adjusting alert usage to better support patient care. We will review our past alert optimization efforts, discuss our current state, and share our focus areas for the future. Attendees will gain practical insights and strategies that HCA has used to optimize medication alerts across the system.
Learning objectives:
- Understand how over or under alerting can impact patient care.
- Discuss strategies to optimize medication order entry alert conflicts in Expanse.
- Review current efforts that have yielded successful alert optimization.
Will Cooper Pharm.D., CPHIMS works at HCA as a Manager of Clinical Pharmacy Informatics. He actively engaged with medication clinical decision support, maintains standards of HCA's EHRs including Expanse Cloud, and supports other areas of pharmacy and informatics. He has a passion for making sure healthcare continues to progress towards more effective, efficient, and safe care for patients.
108 - Traverse Overlay: TEFCA Health Information Exchange with Clinical Utility
In 2025, MEDITECH rolled out the Traverse Exchange Overlay to its US customer base. Frederick Health signed on as an Early Adopter. During this presentation we will share our experience with MEDITECH's onramp to National Health Data Exchange via the Health Gorilla TEFCA QHIN. We're now seeing clinical workflow benefits and are excited to explore use cases beyond Treatment.
Learning objectives:
- Learn about the clinical and regulatory benefits of joining a TEFCA Health Information Exchange via MEDITECH's Traverse Exchange Overlay.
- Become familiar with TEFCA exchange use cases which are available to ease data sharing burdens.
- Learn about the challenges we experienced and how they were addressed as well as the open issues that may impact your implementation.
Tina Whims, Senior Applications Analyst, is a seasoned healthcare IT professional with extensive experience implementing, managing, and supporting ambulatory information systems. She is particularly interested in projects to improve access to clinical information for patients in our care.
109 - Improving Telemetry Patient Safety
The telemetry scanning at Willis Knighton Health addresses critical challenges in patient monitoring across five acute care hospitals. With 150–200+ patients monitored per facility, frequent transfers between bedside and mobile telemetry units created risks of incorrect device assignment, leading to inaccurate tracings and compromised patient safety.
To resolve these issues, a workflow redesign was implemented within the MEDITECH system. Key improvements included automated patient label generation, integration of labels onto telemetry units prior to deployment, and mandatory validation steps to ensure correct unit-to-patient matching. The revised process streamlined communication between providers, telemetry technicians, and nursing staff, reducing errors and enhancing accountability.
The technical build demonstrated seamless incorporation into existing documentation workflows, while outcomes highlighted improved accuracy, efficiency, and patient safety. Telemetry scanning exemplifies how thoughtful workflow modification and system integration can mitigate risks and strengthen clinical reliability in high-volume monitoring environments.
Learning objectives:
- Identify the underlying risks associated with patient transfers between bedside and mobile telemetry units.
- Evaluate the impact of improved communication between providers, telemetry technicians, and nursing staff on patient safety
- Apply lessons learned from the presentation to their own clinical or technical environments.
Robert Conn is a Critical Care registered nurse. He stared working with MEDITECH Magic 4.4, and has experience with Magic, C/S and now Expanse. Robert has been Working at Willis Knighton since 2021.
110 - Designing and Implementing Patient Registries as a Caseload Management Tool
Patient registries in MEDITECH are traditionally used for clinical tracking, but they can also serve as powerful tools for managing caseloads and optimizing workflows. This presentation describes the development of a registry designed to track patients who have completed initial assessments for specific programs, and its integration into clinician workflows through customized registry displays and manual worklists. By building qualifying rules around appointment history, the registry captures patients who are actively followed for ongoing care, supporting consistent follow-up and reducing the risk of patients being lost to follow-up with caseload transitions.
Customized registry displays allow clinicians to access key information at a glance – such as appointment attendance, questionnaires, reports, and select documentation queries – while providing direct links to patient charts, scheduling, and portal messaging. Manual worklists extend registry functionality for longitudinal caseload management, supporting team-based care across disciplines. The session will outline practical considerations for building and customizing caseload registries, writing qualifying appointment-based rules, and managing rollout considerations including workgroup management, training, and sustainability.
Attendees will learn how to structure registries to balance clinical relevance with operational efficiency, and how to make information actionable for frontline staff. Lessons learned from implementation will highlight both the benefits and challenges of using registries as caseload tracking tools, offering a framework adaptable to diverse organizational needs.
Learning objectives:
- Learners will be able to design and build a qualifying rule around appointment history.
- Learners will be able to create, maintain and transfer manual worklists for longitudinal caseload tracking.
- Learners will be able to customize registry displays to support clinician workflows and evaluate considerations for registry rollout, structure, and framework.
Trishna Kamath is a Clinical Application Specialist at Holland Bloorview Kids Rehabilitation Hospital, bringing over 15 years of frontline healthcare experience to her role. She has led and supported key initiatives including the implementation of international diet terminology standards, the transition of user training to a hybrid virtual model, and quality and safety improvements that enhance patient care, clinician communication, and caseload management. Trishna’s work reflects a commitment to advancing healthcare technology and fostering collaborative solutions that strengthen both clinical practice and patient outcomes.