New to MEDITECH’s Report Designer?

Or maybe you’ve tried to use it but found it overwhelming?

This session is the perfect place to begin.

Report Designer Essentials will guide you step-by-step through the essential tools and screens so you can start building clear, dependable, and professional-looking reports with no previous experience needed.

During this hands-on session, you’ll learn how to find the right data, choose fields, sort your results, and understand when to work in Basic vs. Advanced mode. We’ll also walk through simple formatting techniques like adding lines, shading, and totals that instantly make your reports cleaner and easier to read. And for anyone who needs to move data into Excel, you’ll get a practical introduction to Export Mode and how to create quick, reliable extraction files.

Whether you’re supporting one department or your whole organization, you’ll leave with a solid understanding of how Report Designer works and the confidence to start creating your own reports.

Want to learn a better way to present information from MEDITECH Data Repository?

Come to our Tuesday Workshop to get immediate hands-on experience with Microsoft Power BI Desktop. Power BI puts dynamic and interactive report design at your fingertips, making it easy to improve your business and clinical analytics with easy to use and cost-effective report design tools.

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

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

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

User provisioning in MEDITECH Expanse is one of the most complex, cross-functional, and underestimated components of an implementation – and when it goes wrong, the impact is felt by every user on day one. This session breaks down the Expanse user provisioning model into a clear, practical framework, helping attendees understand how Person Profiles, Menu Procedure Access (MPAs), role model templates, and module-specific access groups fit together. Drawing on real-world implementation experience, we’ll highlight why early planning, clear ownership, and disciplined build strategies are essential to avoiding downstream issues, rework, and security gaps.

Participants will walk away with actionable best practices for building efficiently and sustainably, including how to design profiles and MPAs for reuse, avoid common NPR and M-AT pitfalls, and structure role models that support both testing and long-term maintenance. Whether you are leading MIS, supporting application teams, or managing an Expanse implementation, this presentation will equip you with practical insights, lessons learned, and concrete recommendations you can apply immediately to reduce risk and set your organization up for a smoother go-live and ongoing operations.

Health systems are facing unprecedented pressure to optimize financial performance, maintain regulatory compliance, and streamline operational workflows across the revenue cycle. Charge Description Master (CDM) accuracy – once viewed as a technical maintenance task – has become a strategic, enterprise wide discipline that directly influences reimbursement, audit readiness, clinical documentation integrity, and organizational financial health.

This workshop provides a deep, practical exploration of CDM transformation and revenue integrity across the full revenue cycle continuum. Building on foundational concepts from a CDM Transformation & Revenue Integrity presentation, participants will examine major CDM categories, current state assessment strategies, charge capture and reconciliation, professional and clinic billing, collections, payer contracts, credentialing, quality, staff development, and RVU methodologies that are impacted by the CDM.

The session also includes a detailed evaluation of CDM review components such as revenue code alignment, GL assignment, duplicate detection, pricing methodologies, CPT/HCPCS/ICD P analysis, reimbursement schedules, utilization statistics, and cutover strategies. Through case based discussion and structured frameworks, attendees will learn how to identify structural defects, build sustainable governance, and integrate CDM accuracy into broader revenue integrity initiatives.

This workshop is designed for leaders and practitioners across revenue cycle, finance, compliance, clinical operations, and IT who are responsible for ensuring accurate charging, compliant billing, and optimized reimbursement.

The MEDITECH Data Repository (DR) is a powerful resource for anyone looking to turn raw EHR data into meaningful, reliable insights. This session provides a clear and approachable introduction to the core concepts every new DR user needs to know. Attendees will learn what the Data Repository is, how MEDITECH structures and organizes information within SQL databases, and why DR plays such a critical role in reporting, analytics, and performance monitoring across an organization.

The session also introduces SQL Server Management Studio (SSMS) and demonstrates how it connects users to DR data, offering a practical look at navigating tables, understanding naming conventions, and locating the information necessary for real-world reporting needs. By the end, participants will feel confident in their ability to access DR, explore its structure, and begin using data effectively as they continue developing their reporting skills.

Ready to take your Power BI skills to the next level?

In this interactive workshop, we’ll move beyond the fundamentals and explore the intermediate concepts that transform good reports into powerful decision-making tools. Learn how to refine your data model, enhance performance, and design visuals that tell a compelling story – not just display numbers.

In this hands-on session, we’ll move beyond simple visuals and explore the techniques that transform good reports into powerful decision-making tools. Topics will include data modeling best practices, building meaningful relationships, creating more advanced DAX calculations, and designing reports that guide users naturally through the data. We’ll demonstrate how features like bookmarks, slicers, drill-throughs, and conditional formatting can create a more intuitive and interactive user experience.

We’ll also explore how Power BI can combine MEDITECH Data Repository data with additional sources – such as operational spreadsheets, financial data, or external benchmarks – to provide a more complete and actionable view of performance. Beyond functionality, we’ll introduce visualization best practices and design principles that improve clarity, usability, and executive-level impact.

Attendees are encouraged to bring a laptop to follow along in real time as we enhance an existing dashboard and apply intermediate techniques. By the end of the workshop, you’ll walk away with practical skills and design strategies to elevate your reports from informative to insightful. Take your analytics further – and turn your data into insight.

Successful MEDITECH implementations - whether traditional, Expanse, or MaaS – demand a balance of structure, adaptability, and high trust collaboration. This expanded two hour workshop provides a practical, hands on deep dive into hybrid project management approaches tailored specifically for healthcare IT teams. Building on foundational concepts from the Agile-Waterfall Hybrid model, participants will learn how to translate strategy into actionable plans, architect workflows using storyboards, and drive iterative development while maintaining the rigorous governance and compliance required in healthcare environments.

The session begins by exploring how to build a project plan from a blank page, transforming business goals and clinical requirements into a comprehensive roadmap with milestones, risks, and stakeholder responsibilities. Participants will walk through real examples of MEDITECH project artifacts – including project plans, communication matrices, storyboards, RAID logs, and readiness tools – and learn how to customize these for both traditional implementations and MaaS engagements.

Next, the workshop shifts to the human side of project delivery: stakeholder alignment, communication rhythms, team building, and leadership practices that sustain momentum during complex transformations. Attendees will examine techniques for facilitating cross functional collaboration, maintaining clinician engagement, and navigating shifting priorities common in healthcare environments.

Through group exercises, peer discussion, and hands on activities, participants will leave with practical tools and templates they can use immediately. Whether you’re leading a full scale EHR implementation, a module optimization, or an iterative workflow redesign effort, this workshop equips you to deliver structured, transparent, and adaptive project outcomes that elevate user experience, operational performance, and patient care.