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.

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.

For nearly two decades, the electronic medical record has stood as the centerpiece of digital transformation in healthcare. Initially, the driving philosophy behind EMR design and adoption was rooted in structured content and provider efficiency-discrete data fields, rapid search capabilities, quick time savers, favorites, quick text, recall, and attempted streamlined workflows. As a consultant and now as a Chief Medical Officer and Information Officer (CMO/CMIO), Dr. Gustin’s early focus mirrored this belief: optimize the clinician’s tasks, quantify every interaction, and ensure every click drives measurable value. Yet the landscape of healthcare – and the realities of medical practice – have changed profoundly, forcing a reconsideration of what “optimization” truly means.

Today’s healthcare environment is defined not only by data but by informational complexity – it's crowded in that EMR world. Artificial intelligence and machine learning are reshaping the way information is entered, interpreted, and acted upon. The medical workforce faces unprecedented staffing limitations, demands for time, and emotional strain. Clinicians encounter the same patients across multiple settings – ambulatory, inpatient, virtual, and transitional – creating overlapping “moments of care” that defy the transactional logic of a single patient encounter. As a result, the priorities that once defined EMR success have shifted beyond data capture and speed to needs for automated comprehension, context, and continuity.

This session explores the evolution of one CMO’s philosophy on EMR design and purpose in light of these shifting realities. It acknowledges that what was once sufficient – precision in documentation and efficiency in task execution – is no longer enough. The digital ecosystem now demands an EMR become adaptive, and an intelligent partner in care rather than a transactional repository. The future EMR must anticipate a provider’s cognitive load throughout an encounter, align with natural clinical reasoning, and support human factors such as memory, empathy, and situational awareness.

By examining the intersection of artificial intelligence, provider experience, and systems-level leadership, we will workshop on how organizations can move from merely digitizing care to rehumanizing it through thoughtful technology. The EMR can no longer be viewed as a static record system but as a living, learning environment that integrates ambient data, supports conversation-based documentation, and aligns with the temporal rhythm of real-world medical practice.

The journey from valuing discrete data to emphasizing contextual intelligence reflects a broader transformation in medical leadership philosophy. Reinvention is not about abandoning structure but redefining its purpose – allowing technology to extend human capability rather than constrain it. This session offers a candid reflection on the lessons learned, the steps along the way, and the guiding principles that may now shape a future EMR strategy through a leadership lens focused on compassion, efficiency, and clinical relevance. Come join me in this workshop and conversation.