2018 MUSE Conference Workshops

601 - Revenue Cycle Optimization – Improving Customer Experience In and Out of the
Business Office
Most industries today outside of healthcare treat the customer experience as one that begins before a
purchase. And, while doing so, have succeeded in producing high customer retention and revenue. In
healthcare, many treat the experience as though it begins when a patient walks through the doors of a
facility. The reality is that the customer experience starts well before that and remains well after the end
of that care encounter.

In this session, we will define the term “Patient Customer Experience”, provide a guide to optimizing the
revenue cycle, describe the business impact of achieving the gold standard of Customer Experience in
healthcare, and define the role that all departments play — not just the business office — in creating
lifetime patient customers who choose a facility as their preferred provider.

Whether your facility is using MEDITECH Client Server or migrating to 5.67, 6.0, or 6.1, this session will
provide you with tools to educate your peers and implement a new innovative approach to the revenue
cycle that removes the burden from sitting on the shoulders of just the business office.

Areas of Focus:
• Key patient points of entry before an encounter begins
• Benefits of an optimized revenue cycle
• Documentation driven and supply management approach
• Chart completion/coding
• Revenue Integrity & patient accounting
• Accountability
• Metrics
• MEDITECH’s platform as a solution for optimizing the revenue cycle

Duration: Full-day
Instructor: Sheryl Easter (Isenbart), Jacobus Consulting

Sheryl Easter is the Managing Director of Finance and Revenue Cycle for Jacobus Consulting. With over
30 years’ experience working closely with healthcare organizations to help improve Revenue Cycle and
financial processes, Sheryl offers expert Revenue Cycle knowledge in EHR implementation and
management, HC analytics, and process improvement.
Sheryl‘s healthcare career began in the business office, where she acquired business office and
management expertise through a variety of hospital and ambulatory roles, gathering Revenue Cycle
expertise from the ground up. She then transitioned to consulting, helping hospitals increase profitability
and improve workflow through Billing/Claims, Admissions, Scheduling, Materials Management, Health
Information Management, Abstracting, Payroll, General Financials, and Human Resources.

Education is Sheryl’s driving passion, both personally and professionally, and after earning an HCIS
focused Master’s Degree (MBA/HCM), she now brings comprehensive education and training initiatives
to the hospitals she serves, specializing in developing and delivering innovative and customized training
in healthcare regulations, optimizations, change management, and revenue cycle. This passion for
education is at the core of her leadership philosophy and the heart of her service to healthcare.

602 - Hands-On Advanced NPR Report Writer Techniques

Join us for a hands-on, all-day workshop for eager NPR report writers. Bring your own laptop so you can
connect back to your own hospital network, and learn how to:
• Default into a LI
• Use multiple indexes in one report
• Write loops with @Next/@Prev/@Next.get and + and –
• Use MAGIC and C/S debuggers inside reports
• Cross applications without using fragments
• Select records based on multiple visit criteria
• Create an easier to develop and maintain export using a macro as a program

Come and learn advanced NPR techniques that you can code right into your own system!

Note:
• Students will be expected to bring a laptop that can use a wireless network to connect back to
their own hospital’s MEDITECH system (MAGIC or C/S – we will lead you through a set of
training exercises applicable to either platform.).
• Please note that we will not be able to assist individual students with connectivity or access
issues, so prior to the start of the workshop on Tuesday morning, you should test your ability to
make a remote connection back to your hospital, get to your NPR Report Writer, and write
reports in your test directory (or ring).
• Be prepared to write reports in the following applications: ABS, BAR, ADM, NUR, and MIS.
• Power strips will be available, so your laptop battery will not need to last all day.

Duration: Full day

Instructor: Joe Cocuzzo, Iatric Systems

Joe Cocuzzo is the Senior Vice President of Professional and Report Writing Services at Iatric Systems. He
leads a team of more than 30 report writers and consultants, and he has more than 30 years of
healthcare reporting experience. He began his report writing career as an Application Consultant at
MEDITECH, after which he spent nine years as a Senior Programmer at Newton-Wellesley Hospital before
joining Iatric Systems in 2000.
701 - Report Designer 101
Come and learn the ‘basics’ of the Report Designer. We will cover a long list of topics:
• Where to find Report Designer training information
• NPR R/W vs. Report Designer terminology
• Utilize tools to find specific data in the MEDITECH system
• Report naming convention
• Versioning
• Determine the type of report you need
• Choosing the detail record
• Using the field lookup tool
• Choosing selection criteria
• How to choose the best index
• Cover all of the different screens: Fields, General, Selection, Sorting, Regions, Report Picture,
Notes
• Giving your reports a more readable, professional look:
• Adding lines, boxes, and shading
• Adding totals
• Adding counters
• Adding selection defaults and selection lists
• Print selection variables on report header
• View report with .pdf viewer
• Creating an extraction report:
• Learn how to use the "Export" mode that is built into Report Designer to create
download/extraction reports easily. These types of reports can be written to generate files
meant for Microsoft Excel, or other software.
• Difference between export and standard modes
• Selecting the right delimiter
• Field labels as headers
• Determining the detail record
• Defining records
• Including fields from different records, objects, and applications on the same data row
• Download selection screen
• Password protecting
• External vs internal field format attribute

Duration: Half-day
Instructor: Dan Collins, The HCI Solution, Inc.

Dan Collins has been at the forefront of EHR development and customer care for over 21 years while
working at MEDITECH in various roles. Dan has led data service teams that supported all of MEDITECH’s
platforms. Dan is a technically skilled leader and software developer, with a career dedicated to best
practices, customer care and maintaining positive long-term customer and vendor relationships.
702 - Custom BCA Dashboards with Visual Insight
Hospitals using MEDITECH’s Business and Clinical Analytics (BCA) application realize the value of quickly
and efficiently analyzing and visualizing their data with dashboard-style reports. BCA lets you move
beyond the standard content with Visual Insight, a BI tool that allows users to create custom dashboards
that present your data using dynamic and interactive visualizations.

We’ll take an in-depth look at how to add visualizations to the standard dashboards, how to create new
dashboards from scratch, both using existing datasets and creating new ones to define your own
metrics. One of the most compelling features of Visual Insight is the ability to incorporate external data
into your dashboards so it can be displayed alongside your MEDITECH data. We’ll demonstrate how to
connect to different types of data sources, define your attributes and measures, “wrangle” the data and
make it available for presentation within your custom dashboard.

If you already have or are considering adding BCA to your MEDITECH EHR, come to our Tuesday Training
workshop on BCA Visual Insight.

Audience: financial and clinical analysts, report writers

Technical level: beginning to intermediate

Duration: Half-day
Instructor: Ian Proffer

Ian Proffer is Acmeware’s Manager of Training and Education. Before joining Acmeware in 2007, Ian
spent seven years in healthcare IT at Jefferson Healthcare in Port Townsend, WA (a MEDITECH C/S site)
and Harborview Medical Center in Seattle. Ian has worked for the last 20 years as a consultant, report
writer, database analyst, administrator and architect, including four years at Microsoft Corp., where
worked extensively with SQL Server starting on version 4.21. His practical work experience in healthcare
includes database analysis and administration, report and application authoring and development, and
user education and training.

703 - The Alphabet Soup of Clinical Quality Measures Reporting and Reimbursement: 2018
Updates
CMS is transitioning to what the they call "a new and more responsive regulatory framework" for quality
reporting and reimbursement. CMS goals are "…electronic health records helping physicians, clinicians,
and hospitals to deliver better care, smarter spending, and healthier people". We are already seeing a
transformation of fee for service into value-based care models driven by the Value Based Purchasing,
Quality Payment Program, MACRA, Merit-based Incentive Payment System (MIPS) and Alternative
Payment Models (APM). Healthcare organizations are now driven not by Meaningful Use or quantity of
services, but instead by value-based care and risk-based payment models that focus on quality
outcomes for reimbursements.

In this training session we will review:

• How CMS is aligning clinical quality measures (CQMs) to reduce the reporting burden for
healthcare organizations and providers. We will cover the vision and goals for achieving quality
alignment for CMS.
• We will dive into the following CMS reporting programs and how they interact with each other:
Value-Based Purchasing (VBP), Medicare Access and CHIP Reauthorization Act (MACRA), Merit-
based Incentive Payments (MIPS), Hospital Inpatient Quality Reporting (IQR), The Joint
 Commission (ORYX), Outpatient Quality Reporting (OQR), and Alternative Payment Models
(APM).
• How the Eligible Hospital and Eligible Clinicians reimbursement models will change in 2018 and
going forward.
• Compare and contrast the requirements for quality measure reporting and identify strategies to
ensure compliance.
• The potential impact to hospital reimbursement of current and proposed programs that will
affect quality reporting for hospitals and providers.
• How to improve efficiency and quality by aligning measures across initiatives.
• Where to find current information (and breaking news) on each of these Quality Initiatives.

In the past, quality reporting initiatives involved abstractors sifting through a small sample set of
unstructured data in paper charts, manually converting their findings to discrete reportable data. This
approach is time consuming and requires extensive amount of resources from both IT and Quality staff.
Aligning quality initiatives can improve efficiencies and processes, and contribute to population health
management efforts, both locally and nationally.

At the conclusion of this presentation, attendees will be able to apply what they’ve learned about
aligning Clinical Quality Measures across initiatives specific to their organization to improve
reimbursements, reduce their reporting burden, increase efficiencies, and realize the benefits of
Population Health Management.

If you are responsible for hospital quality, IT, clinical quality measure initiatives or have a vested interest
in making sure your organization is aligning quality measures reporting, this informational session is a
must.

Duration: Half-day
Instructors: William S. Presley, Acmeware; Jodi Frei, Northwestern Medical Center, St Albans, Vermont

William S. Presley is Vice President at Acmeware responsible for Product Development. He has been
instrumental in creating solid decision support tools that align with the evolving needs of healthcare
reform. Bill has extensive experience in healthcare information technology including 8+ years at New
England Baptist Hospital where he was a member of the hospital management leadership team. In this
role, he oversaw the Physician Hospital Organization IT and the software development team producing
various clinical and financial applications.

Under Bill’s leadership, New England Baptist developed leading edge applications including eDoc, a
MEDITECH integrated web-based EMR software product. Released in 2005, eDoc featured Medication
Reconciliation, Home Medication Management, Discharge Orders, and Electronic Prescribing. Bill team
made significant accomplishments from 2005 to 2011 implementing EHR Ambulatory software at the
PHO physician practices. Bill completed his undergraduate studies at Wentworth Institute of Technology
where he received a Bachelor of Science degree in Computer Science.

Jodi Frei is the Director of Quality at Northwestern Medical Center in St Albans, Vermont, a HIMSS Stage
6 organization. She has an undergraduate degree in Physical Therapy and a Master’s Degree in
Managing Innovation and Information Technology. She has over 20 years of healthcare leadership
experience and is passionate about leveraging technology to improve clinical and business outcomes.
Jodi currently has oversight of all EMR functionality and optimization within her organization, most
recently leading a major implementation of her EHR’s most recent technology. As well, she has led her
organization through successful Meaningful Use attestations and has been a key player with population
health initiatives.
704 - Soup to Nuts - Data Repository 101
Why is our DR Soup to Nuts series one of MUSE’s best attended Tuesday Trainings? Come see for
yourself! Because so many MEDITECH hospitals realize the value of the Data Repository (DR), we’re
back to teach you all things Data Repository - everything you need to know to monitor, maintain and
best utilize your DR to provide your organization with timely and impactful information.

Our DR 101 workshop (part 1 of our two-part series), introduces you to the DR module in MEDITECH.
You’ll learn about the data transfer process, best practices for monitoring overall system health and
transfer functionality, how to interpret informational messages and potential errors from the DR system
log, and when to follow-up with MEDITECH on any DR-related issues.

Next, we’ll dive into the basics of Microsoft SQL Server, the relational database system that hosts your
DR data. This includes an overview of database management with SQL Server Management Studio,
along with a discussion of best practices for data validation. Finally, we’ll outline the report
development and presentation options that are included with Microsoft SQL Server.

Every MEDITECH DR hospital can benefit from this session, whether you’re just going live with DR or
have an already-established system and are looking to dive deeper. Join us for DR 101 (and DR 102!) to
learn about the DR from start to finish.

Duration: Half-day
Instructor: Jamie Gerardo

Jamie Gerardo has been a presenter at MUSE going back to her days at Hays Medical Center where she
helped develop the DR into an integral part of daily operations. Jamie has a passion for databases and
enjoys sharing information and teaching others. She has been involved with MEDITECH healthcare for
the past 15 years, with a concentration on the data repository environment since 2005. She studied
Business Administration in Management at Texas State University. Jamie is a Microsoft certified
Technical Specialist in Business Intelligence.
801 - Advanced Report Designer Topics
Will discuss and demonstrate various topics and techniques for Advanced Report Designer. The
following topics will be on the agenda:
• M-AT and FS Data Structures where we explore the data structures behind MEDITECH's M-AT
applications
• Writing Rules in which we go over how to write Report Designer rules to retrieve and
manipulate data using programming language
• Creating Calculated Fields where several calculated fields will be created using rules
• Creating Dynamic Lists of Data where you will learn to create, navigate, and output your own
lists of data
• Troubleshooting/Debugging where debugging techniques are demonstrated to help resolve
report problems quickly

Duration: Half-day
Instructor: Dan Collins, The HCI Solution, Inc.

Dan Collins has been at the forefront of EHR development and customer care for over 21 years while
working at MEDITECH in various roles. Dan has led data service teams that supported all of MEDITECH’s
platforms. Dan is a technically skilled leader and software developer, with a career dedicated to best
practices, customer care and maintaining positive long-term customer and vendor relationships.

802 - Report Designer Fundamentals

Does your hospital have an extensive library of NPR-based reports? Are you migrating to MEDITECH 6.1
or have you already? Either way, you’ll need to know more about Report Designer, the native tool for
reports based on MEDITECH’s Advanced Technology applications. As the logical starting point for many
reports from your MEDITECH EHR, Report Designer is fundamentally different from NPR Report Writer,
and the only “out of the box” tool you can use to report from the M-AT applications, including ABS, BAR,
HIM, PCS, REG and others.

In this workshop, we’ll discuss the different reporting tools available with MEDITECH, then dive in to the
basics of using Report Designer. Report Designer features a more intuitive “point and click” design that
allows you to build reports quickly and without having to learn underlying programming syntax. Topics
we’ll cover include the underlying data storage hierarchy and schema, using the Object Explorer, and a
walkthrough of the basic Report Designer screens and functions. We’ll also demonstrate how to build a
basic report from start to finish, with attention paid to keys and indexes to ensure your data retrieval is
accurate and efficient.

If you need to learn more about Report Designer, don’t miss this session.

Audience: programmers, clinical analysts and report writers

Technical level: beginning to intermediate

Duration: Half-day
Instructor: Ian Proffer, Acmeware, Inc.

Ian Proffer is Acmeware’s Manager of Training and Education. Before joining Acmeware in 2007, Ian
spent seven years in healthcare IT at Jefferson Healthcare in Port Townsend, WA (a MEDITECH C/S site)
and Harborview Medical Center in Seattle. Ian has worked for the last 20 years as a consultant, report
writer, database analyst, administrator and architect, including four years at Microsoft Corp., where
worked extensively with SQL Server starting on version 4.21. His practical work experience in healthcare
includes database analysis and administration, report and application authoring and development, and
user education and training.

803 - Lean Management

Imagine if you could help create an environment where patient wait times were minimal, the
organization saved money, all employees felt a sense of purpose, and the patients were always
delighted with their experience! Does this sound like a dream? There are ways to achieve this but it
does require a change in culture... and that culture is a lean culture.

Simply, lean means creating more value for customers and is an approach to running an organization
through continuous improvement. Lean is not about tools but it is about thinking. Every member of the
organization needs to think about a better way to get things done. We need to think about how we can
do our work better, experiment with new ideas, and learn from these experiments. That is the lean way!

Join us to learn more about how lean management can benefit all areas of your organization. During this
session, we will not only discuss what it means to be lean but how this can be applied to you through
the below topics:
• What is lean?
• Why do healthcare organizations choose this framework and what are the long-term benefits?
• What it means to create a lean culture
• Understanding the lean principles and concepts
• Ways to get Lean
• The key to continuous improvement… solving the right problem
• Ways to sustain lean
• How lean can apply to the healthcare industry

Duration: Half-day
Instructor: Jenny Blue

Jenny Blue, along with co-founder Gary Armfield, started Interface People to provide integration
solutions to the MEDITECH community making access to the HIS data open. As CEO, she provides top-
level leadership and vision to a growing company striving to improve patient care through technology.
With over 24 years of experience in the industry, Jenny’s strong background in MEDITECH provides solid
direction to all departments, while her expertise in programming sets the pace for outstanding
innovation, meeting the many challenges and objectives in healthcare. Jenny offers extensive knowledge
in Magic programming, NPR Report Writing, Visual Basic, SQL Server, and interface protocols and
development. She has consulted for numerous hospitals to improve workflow and process automation
across departments and has conducted educational seminars for the MEDITECH population since 1994.
804 - Soup to Nuts – Data Repository 102
Back once again by popular demand, part 2 of our “Soup to Nuts” DR Tuesday Training series will teach
you everything you need to know about Data Repository report writing. Building on the foundation from
our morning session (DR 101), DR 102 will teach you how and where to find the data you need in DR and
how to write T-SQL code to return it accurately and efficiently for your reports.

We’ll demonstrate tools and methods for determining the best tables to use in different reporting
scenarios. We’ll teach you how to easily combine data from multiple MEDITECH modules, as well as
things to consider when joining these tables together. We’ll share other tips and best practices to
consider while doing your report development, including naming conventions and how to organize your
stored procedures to improve productivity. You’ll learn about some of the built-in and custom T-SQL
functions we use to make certain calculations or conversions easier.

Lastly we’ll demonstrate the basics of using SQL Server Reporting Services to design and publish your
reports within your organization. Be sure to join us if you want to learn all you can about writing and
presenting efficient and useful reports using your MEDITECH Data Repository and SQL Server’s reporting
tools suite.

Duration: Half-day
Instructor: Jamie Gerardo

Jamie Gerardo has been a presenter at MUSE going back to her days at Hays Medical Center where she
helped develop the DR into an integral part of daily operations. Jamie has a passion for databases and
enjoys sharing information and teaching others. She has been involved with MEDITECH healthcare for
the past 15 years, with a concentration on the data repository environment since 2005. She studied
Business Administration in Management at Texas State University. Jamie is a Microsoft certified
Technical Specialist in Business Intelligence.

805 - Clinical Charge Capture Automation Overview

MEDITECH’s 6.16 platform brings to organizations many advanced features and functionality.
Navigating the array of options available are key to a successful implementation. Come hear firsthand
about the exciting options available to automate and maximize charges in the 6.16 platform. Although
the presentation will be heavily focused on 6.16 considerations the principles and process improvement
aspects of the presentation are universal and easily adopted with Client Server and Magic.

Topics of conversations will include:

• Current state assessment – Processes, charge capture, claims, materials/supply processes
• Optimizing workflows
• Web Acute, Web ED, and Web Ambulatory considerations
• Web Ambulatory use in acute outpatient departments
• Ambulatory and acute integration considerations
• Charge forwarding – professional, facility, and practice (acute to AMB, AMB to acute, etc.)
• PCS charge methods and automation – materials, procedures, etc.
• Provider on-line documentation – professional charge capture options, tips & tricks
• ED (Web and non-Web ED) automation
• ED (Web and non-Web ED) facility E&M calculation tool development – methodologies and
options, Standard Register review and use
 • Medical problem management – coding options and impacts
• Injections & Infusions (I&I’s) – MEDITECH options, reports, hierarchy, coding, training and
education
• Provider/professional billing options, RVU’s, tips & tricks
• Provider education methodologies and recommendations
• Tracking development opportunities and issues
• Process improvement
• Open discussion/Question & answer

Duration: Half-day
Instructor: Chad Turner

Chad Turner is a Director and senior level informatics consultant with HealthNET Systems Consulting, Inc.
who has deep expertise in implementation and optimization of clinical systems, financial services,
professional/clinical charge capture and billing optimization, as well as E&M development and
optimization. Over the course of 25 years he has a demonstrated success record of implementing
Physician Advanced Clinicals, CPOE, clinical and ancillary documentation systems, and in particular using
MEDITECH rules and attributes and advanced report writing skills to enhance application
usage/optimization. He has also led and managed application support teams for all MEDITECH modules,
and has been able to integrate other niche systems as well. Chad has an extraordinary talent in leading
and facilitating physician and clinical work groups.