2010 International MUSE Conference

Workshops
Tuesday June 1

601 - Healthcare IT Project Management 101

Industry experts expect EMR implementations fail to be adopted 50% percent of the time
(Medical Records Institute, 2007) When considering the project aspects of on time, on budget,
and with quality, the failure rate can be as high as 80% (Healthcare Informatics, 2008). Often
these implementations are predestined to travel a bumpy minefield, due to poor project
management processes.

This workshop will provide an overview of tools and practices available for Healthcare IT Project
Management and the “Must Do’s” to assure successful product adoption.

Topics:
• Business Needs and Nuances of Project Management from Healthcare IT Perspective.
• Building Blocks of Healthcare IT Project Management
• Fine-Tuning Organizational Value with Quality Practices and Project Approaches.
• Understanding the tools needed to drive project’s critical success factors.

Prerequisites: None
Fee: $100 US
Duration: Full day
Instructor: Elyse Nielsen

Elyse Nielsen has over a decade of experience implementing clinical and financial healthcare
systems. Currently serving as a Senior Project Manager for National PMO Office for Ascension
Health, the largest non-profit health system in the US, Elyse is charged with leading national
Healthcare IT projects and programs.

Elyse is the co-chair of the Project Management Special Interest Group with the Healthcare
Information Management Systems Society (HIMSS) as well as an active member of the American
College of Healthcare Executives and Project Management Institute. She has been certified as a
professional in healthcare information management systems (CPHIMS) and a Project
Management Professional (PMP). In her spare time, Elyse publishes Anticlue, a Healthcare IT
Project Management Blog. Last year Anticlue was selected by Computer Weekly as one of 20
best project management blogs world-wide.
602 - Denial Management – Building the Foundation for Success (C/S 5.6*)
Building a strong foundation for your Denial Management structure will be the key to a successful
outcome. Does the thought of building a Denial Management system have you overwhelmed and
not sure where to start? This session will assist you with the building blocks that put together will
build that strong foundation. We will look at the basics, breaking them into segments and then
putting the pieces together.

The first part of the session we will review applicable dictionaries, necessary links, development
of tables to assist with the build, and assigning to users based upon type. The second part of the
day will explore Denial Management beyond the box and introduce recommendations to make
your Denial Management excel and provide a positive ROI.

Prerequisites: None, but note that workshop is designed for those using C/S 5.6
Duration: Full day
Fee: $100 US
Instructor: Sheryl Isenbart, MBA/HCM

Sheryl Isenbart has over 24 years working with MEDITECH (Magic & C/S) environments and
Certified Microsoft Access, Excel, Project, Visio, and Word educator. Currently working today as
a Principal MEDITECH Consultant with Vitalize Consulting Solutions where BAR, Admissions,
Revenue Cycle Enhancements, Medical Records, General Ledger, Accounts Payable, Material
Management, Cost Accounting, Fixed Assets, Order Entry, PCS, and Payroll/Personnel
Optimization, and Magic to Client Server Migrations projects have been a main focus. Sheryl
received a Master's Degree in Business Administration/ Healthcare Management in 2001, where
studies were focused heavily upon healthcare.
603 - An Introduction to the Fundamentals of Business Process Modeling
Notation as a Vehicle for Process Redesign
Business Process Modeling Notation (BPMN) has become a best practices approach to workflow
process analysis across many industries, yet BPMN is still largely underutilized within healthcare.
Yet the healthcare industry – with critical but often fragmented process participants – stands to
benefit more than perhaps any other industry from the diligent application of BPMN.

This full day session is intended to provide participants with the fundamental tools and knowledge
base to begin applying best practices process redesign principles – specifically through the use of
BPMN – within their organizations. The session will include an overview of BPMN as a modeling
language, a summary of BPMN’s applicability to the implementation of process redesign, and
culminate in an interactive exercise during which session participants document the current state
of a sample process (utilizing BPMN to document risk, dependencies and barriers) and design
ideal future states of that process based upon hypothetical issues attendant to both the sample
current state process as well as traditional change management necessities.

Upon completing the session, participants will:

• Learn about the BPMN standard and how to access the open source tools freely
available to all
• Understand the need and applicability of the BPMN toolset in healthcare process
evaluation
• Will begin to become comfortable with BPMN basics.

Prerequisites: This session is intended for Revenue Cycle and Business Office leadership, as
well as Analysts who support the MEDITECH suite of Revenue Cycle modules.
Duration: Full day
Fee: $100 US
Instructor: Dan Ward

Dan Ward, with Jacobus Consulting, has served as a Business Process Modeling instructor for
three years, teaching to process redesign consultants as well as healthcare professionals within
both the clinical and Revenue Cycle realms. Dan is credentialed by the OMG (Object
Management Group – the governing body of the BPMN process modeling language) as a
Certified Expert in Business Process Modeling at the advanced designation level. Additionally,
he has created iterations of the modeling language specifically for use within the healthcare
industry.
701 - Project Management 101
This workshop will explore the key concepts and fundamentals behind PMI-based best practice
management techniques.

Topics include:
• Fundamental concepts of project management
• Differences between matrix vs. line management
• Challenges of healthcare IT project management
• Pareto principle and how it applies to project/time management
• Time management techniques

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Mary Moewe

Mary Moewe is Associate Vice President, Interface Services at Iatric Systems. Mary has
extensive experience in the health care and project management fields. She was Director of
Information Technology for Hospital Corporation of America (HCA) for four years prior to joining
Iatric Systems. Mary is also active in Healthcare Information and Management Systems Society
(HIMSS) and a Certified Professional in Healthcare Information and Management Systems
(CPHIMS).

702 - Intermediate/Advanced NPR Report Writing for B/AR

Join us as we delve into intermediate and advanced NPR Report Writer topics for B/AR. Subject
matter will include:
• How to write custom ATBs, both current and period end
• Revenue and collection reporting
• When to use BAR PAT transactions vs. BAR BCH
• Using selection reports as an index for NPR reporting
• Writing Statistical reports from BAR Period End statistical segments (BAR.AR.BAL,
BAR.UR.BAL, BAR.BD.BAL)

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Richard Serrano

Richard Serrano, NPR Consultant, has been part of the Iatric Systems NPR Report Writer team
for more than 10 years. He has a vast experience with all applications but specializes in the
financials. Prior to joining Iatric Systems, Richard spent 12 years at Children’s Hospital of Central
California. He provided NPR programming expertise in the IS Department for several years
before becoming IT Director. Richard received his Bachelors degree in Business Administration
with a concentration in Computer Systems from CA State Fresno.
703 - NPR Report Writing for the Beginner
New to MEDITECH? Need a report, but don’t know how to get started? Join us as we discuss
MEDITECH's basic data structures for the beginner report writer.

Topics:
• Introduction to Data Hierarchy
• Data Addressing and Subscripts
• Reading a Data Segment Listing
• How to choose your detail and index segments
• Choosing fields, children, parent, and sibling data segments
• List versus Summary/Statistical Report
• Filtering records using SELECT fields
• Ordering records using SORT fields

This workshop is appropriate for both Magic and C/S users.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Brian Schmit

Brian Schmit is a skilled Service Specialist for Interface People. The Boston resident has over 13
years experience working as a programmer within the MEDITECH industry, including
employment with MEDITECH. An expert NPR Report Writer, Brian also excels at developing
Customer-Defined Screens, interfaces and custom applications.

704 - PHA Clinical Rules and NPR – 5.6 and Beyond...

Are you looking to rule the world? This beginner to intermediate-level workshop will teach you to
become a superstar rule-maker! PHA-specific NPR reports and fragments will be covered
including:
• MAR’s
• Custom Refill Lists
• PHA Profiles
• Patient Views
• PHA Custom Keywords

Plus, learn:
• Set-up of both LINE and NPR styles of writing.
• NUR/eMAR rules.
• Some advanced rules such as incorporating macro and NPR fragment calls to create
pop-ups for end users.

Prerequisites: Basic PHA Drug Dictionary and NUR Dictionary knowledge

Duration: ½ day
Fee: $50 US
Instructor: Kevin McConnell, PharmD

Dr. Kevin McConnell has roughly 20 years of relevant professional experience including over
twelve years of experience as a MEDITECH consultant, project manager, and application
specialist in healthcare system implementation/assessments and is currently an Associate
Partner with Santa Rosa Consulting. Dr. McConnell specializes in the implementation and
support of MEDITECH’s Advanced Clinical Applications with a particular emphasis on the
Pharmacy and Order Management modules, and related interfaces/applications. Areas of
expertise include pre and post implementation assessments, developing implementation and
training plans, revenue cycle, coordinating process and departmental workflow
enhancement/redesign, facilitating/managing application implementation teams, training end-
users and change management. Dr. McConnell has experience in all of MEDITECH’s latest
releases: Magic 5.64, Client Server 5.64, and MEDITECH 6.1.

705 - Creating and Using the 835 "How To" Manual

If your facility is still manually posting payments and adjustments, but you're interested in
automating this process, attend this workshop. You'll get step-by-step instructions on how to set
up the 835 MIS and BAR dictionaries and how to process remits electronically. Benefits include
collecting more denial information as well as decreasing the amount of time to process remits.
You'll learn the pitfalls and "gotchas" of which you need to be aware.

Prerequisites: Familiarity with BAR.

Duration: ½ day
Fee: $50 US
Instructors: Julia Carter and Rita Calvin

Julia Carter, Senior Consultant, has a long and extensive background in MEDITECH IT and
financial services. She has been with Consultant People since 2007 and has implemented
various electronic remits in multiple facilities.

Rita Calvin, Senior Consultant, has held many financial management positions in MEDITECH
hospitals. In her four years with Consultant People, she has been instrumental in implementing
many time-saving enhancements for financial services.
706 - Project Management: Tailored to Fit the Needs of Your Organization
and Your People
There are undoubtedly multiple ways to manage a project. Although it is important to understand
the formal processes of Project Management, it is impractical for everyone to use these
processes. Project Management has been tailored to fit the needs of different industries and it
can also be tailored to fit the needs of different organizations. It is important to make the project
management process fit the organization rather than attempting to fit the organization to the
process. However, when projects span multiple organizations, inconsistent processes can be
problematic. How do you manage different perspectives, processes, and expectations and still
have a successful project?

This class will review the fundamental principles of project management, evaluate recent project
management trends as they pertain to the healthcare industry, and discuss how to manage
relationships with other project managers and team members for a successful project. The
examples used in the class will be based on the Project Management Book of Knowledge
(PMBOK), other Project Management Institute (PMI) publications, and personal templates. The
class will also provide guidance on how to choose the tools that are appropriate for a project and
how to implement those tools when more than one project manager is involved. Additional
emphasis will be put on the importance of roles and responsibilities, communication, setting
expectations for the Golden Triangle, and managing relationships across enterprises.

The goal of the class is to help project managers and team members understand project
management as a practice while also realizing the intricacies within project management that can
make or break a project. Attendees should expect to take away valuable tools that will enable
them to improve their organization’s project performance.

This workshop is appropriate for both Beginner and Intermediate Project Managers.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Jennifer Velez

Jennifer Velez, a Project Manager for Interface People has a Bachelor’s Degree from the
University of the Incarnate Word in Business Information Systems and is pursuing her MBA in
Decision Sciences at the University of North Texas. She has 12 years of experience in Service
Management primarily in government contracting. Jennifer’s work with military and government
contractors led her to appreciate the value of diverse perspectives and she has learned that
effective communication and team participation are the keys to leveraging this value. This
understanding facilitated her successful transition into the healthcare technology industry.
707 - We’re Not in Kansas Anymore – A Beginner’s Tour Guide to the
MEDITECH 6.0 + Focus Report Writer
Migrating to 6.0? This isn’t the same old Magic and Client Server anymore. Get ready for
significant changes in data structures and reporting. This workshop will highlight the new
structures, new reporting tools, and terminology changes between NPR and Focus.

Topics:
• 6.0+ modules
• Shared data between Client Server and the 6.0 systems
• Data definitions:
o How to read the new table and field definitions
o Comparison to NPR structures
o Terminology changes
• Creating a 6.0+ Report:
• The basic screens
o Selecting objects, indexes, fields
o Output layout
o Selection criteria
o Translating and running
• Advanced topics:
o Building and using report rules
o Links between tables and modules
• Focus Report Writer vs. Focus Data Repository

This workshop is appropriate for both Magic and C/S users.

Prerequisites: Familiarity with NPR is beneficial.

Duration: ½ day
Fee: $50 US
Instructors: Gary Armfield and John Shipman

Gary Armfield, Co-founder and President of Interface People has worked in the MEDITECH
industry for over 15 years and currently oversees the business development for IPeople. His
extensive knowledge of Magic programming, in combination with that of SQL Server, Visual
Basic, C++, .NET, messaging protocols and TCP/IP has provided the MEDITECH community
with turnkey solutions for better data management for MEDITECH sites. Among his many
accomplishments, Gary has successfully overseen the development of IPeople Direct -ODBC for
MEDITECH, IPeople Echo- web based download manager, windows-based and Magic-based
application, interface systems including a hierarchal data interface engine complete with graphical
UI, enterprise-wide data warehousing system, master patient index system, and HL7 client/server
interfaces.

John Shipman is Director of Integration Services at Interface People. John’s expertise includes
NPR Report Writing, interface development, Magic Programming and management of various
Services projects. John has over ten years experience working at MEDITECH hospitals (Magic
and Client Server), primarily as a systems analyst and financial report writer. Furthermore, John
has extensive experience implementing various MEDITECH modules, NMI interfaces, IPeople
interfaces, MEDITECH upgrades, scripts, BAR outsourcing solutions, Lab analyzers, custom
Pharmacy MAR’s, etc.
708 - Intriguing HL7
Attend this workshop to delve into the world of HL7 standards; both in terms of HL7 today and
what can be expected tomorrow. We will discuss the statement, “If you’ve seen one HL7
interface, you’ve seen one.”
Topics:
• What is HL7
• HL7 Messages Types – What do I need?
• HL7 Segments
• HL7 Fields Format
• HL7 version 2.x vs. 3.x
• Using NPR to create HL7 Interfaces (real-time vs. batch)
• Future of HL7

We will delve beyond the basics into the intriguing world of HL7 and discuss the most common
HL7 messages, segments, fields, communication standards, and HL7 Version 3 (XML). Topics
will include the following with progressive discussion leading us to more advanced topics:
• Detailed view of HL7 Messages, ORM, ORU, ADT and more
• Discussion of Z segments
• Communication standards, real-time vs. batch mode, web services
• HL7 2.x vs. 3.x
• Detailed look at version 3.x
• Industry standards using HL7

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Ken Hoffman

Ken Hoffman, Vice President of Iatric Systems’ Interface / Integration Division, has worked as a
healthcare IT professional for over 16 years and is well known for his ability to effectively
integrate systems. He actively seeks to use proven technology, industry standards and strategies
to achieve client goals. Ken spent six years working in hospital IT, where he gained his technical
and application experience. He has extensive knowledge of clinical, administrative and financial
processes. This understanding together with his technical expertise allow Ken to effectively
consult with staff from every facet of healthcare – from clinicians to IS staff to senior management
– on the benefits that can be realized by integrating previously "stand-alone" software solutions
into hospitals' HIS systems. Ken received his formal education in programming and technical
design from Northern Illinois University and spent seven years supporting the US Navy SEAL
Teams where he received training on team building.

709 - Advanced CDS Attributes for Dummies (Magic Only)

In this workshop, we will demonstrate advanced programming via macros that make it easy to
add advanced features to your Magic customer defined screens, including:
• Pulling LAB or PHA data into "view only" fields

• Dynamic Totaling

• Defaulting selected responses from the last instance of documentation of an NUR

Intervention or Assessment into the current assessment.
 • Clearing certain responses from an NUR Assessment or Intervention when the
intervention dictionary is set to default all previous responses.

• Selective printing of an NUR.PC.WORK report tied to documentation activity, based on a

query answered during documentation.

• "Go To" logic. How to attach attributes to your CDS so that the cursor is sent to a
subsection of the screen (based on a certain trigger answer to a query) and automatically
returned to the "next" query when documentation of the subsection is complete.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Joe Cocuzzo

Joe Cocuzzo is the Vice President of the NPR group at Iatric Systems. Since 2000, he has
headed the NPR Group at Iatric Systems, currently 21 strong, which provides NPR Report
Writing, CDS Attribute and Rule writing, Proration rule assistance, and on-site training to
MEDITECH hospitals in the US, Canada, and the UK. Prior to joining Iatric Systems, Joe was a
Senior Programmer-Analyst at Newton-Wellesley Hospital in Newton, MA from 1992-2000 and
before that he was an Applications Consultant at MEDITECH.

710 - Thinking Outside of the Box with NPR Report Writer

Come join us as we demonstrate how to use the NPR Report Writer to do things that you never
thought were possible. We will take the Report Writer to new levels while learning more about
standard NPR features, macros, and magic programming concepts.

Topics include:
• Utilize multiple Indexes for report selection in a single report
• Create one report that can be formatted multiple ways upon execution
• Leverage the NPR Report Writer to generate and send multiple files via FTP
• Upload text files from your PC for display within your report
• Launch Windows applications from MEDITECH
• Set up an NPR Menu Title to print an NPR Report
• Build useful utilities with NPR Reports for viewing MEDITECH data definitions, screens,
reports, procedure logic, macros, NPR icons, and ASCII code values.

This workshop is appropriate for both Magic and C/S users.

Prerequisites: Intermediate/Advanced NPR report writer experience is recommended.

Duration: ½ day
Fee: $50 US
Instructor: Jenny Blue

Jenny Blue, co-founder and President of Interface People, has worked in the MEDITECH industry
for over 15 years. Jenny’s expertise with Magic has directed Interface People’s development of
powerful, reliable NPR report writing and training services. She is routinely called upon to serve
as a MEDITECH technical consultant for the industry’s largest consulting firms and integrated
delivery systems, and works closely with MEDITECH sites providing best-practice solutions.
711 - MEDITECH Data Structures
Part 1: Grasping MEDITECH Data Structures for Intelligent NPR Report Development

Join us as we conduct an in-depth analysis of the MEDITECH data structures, internal database,
and data relationships of MEDITECH. This seminar is guaranteed to help you better comprehend
where the data is coming from, how to access data appropriately, and what the NPR report writer
translator is really doing.

Topics:
• An introduction to Data Hierarchy
• Applications and Data Procedure Modules (DPMs)
• Segment Hierarchy and Relationships
• Subscripts
• Pointers to other DPMs
• Reading Data Structures
• Field Attributes
• Computed Fields
• Bringing it all together

Part 2: The Use of Subscripts, Indexes and MEDITECH Database Concepts

Intermediate Data Structures will expand on the concepts of MEDITECH data in a number of
different ways. The base structures will be reviewed and then the use and logic of indexes will be
introduced and expanded. The use of subscripts will be discussed in detail and this will be the
unifying factor throughout the class.

This workshop is appropriate for both Magic and C/S users.

Prerequisites: Some report writer experience is recommended.

Duration: ½ day
Fee: $50 US
Instructor: David Hathaway

David Hathaway is a Service Specialist for Interface People dealing primarily with Magic
Programming and NPR Report Writing. Before joining IPeople, David worked at a large, medical
information systems company for four years in the Radiology and HIS Departments. David has
extensive knowledge of the $T programming language and is accomplished in the creation and
customization of NPR Reports. Additionally, David has installed numerous HL7 outbound
interfaces including ADT, RAD, OE, LAB (Micro and Blood Bank).
801 - Qualities of a Successful Project Manager
This seminar will explore the qualities of a successful project manager and how to improve
project leadership skills.

Topics include:
• Soft and hard skills
• Common leadership mistakes and how to improve
• Traits of effective communication
• Problem solving techniques
• Negotiating skills
• Customer driven project management
• Conflict resolution

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Mary Moewe

Mary Moewe is Associate Vice President, Interface Services at Iatric Systems. Mary has
extensive experience in the health care and project management fields. She was Director of
Information Technology for Hospital Corporation of America (HCA) for four years prior to joining
Iatric Systems. Mary is also active in Healthcare Information and Management Systems Society
(HIMSS) and a Certified Professional in Healthcare Information and Management Systems
(CPHIMS).

802 - NPR report writing for LSS – It’s like BAR but Different!
Join us as we explore the many challenges of LSS report writing. Subject matter will include:
• Understanding how data is stored in LSS
• Exploring indexing available for LSS reporting
• How to link Changes to Payments, Adjustments and Refunds
• Reimbursement reporting
• Provider Utilization and Revenue reporting

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Richard Serrano

Richard Serrano, NPR Consultant, has been part of the Iatric Systems NPR Report Writer team
for more than 10 years. He has a vast experience with all applications but specializes in the
financials. Prior to joining Iatric Systems, Richard spent 12 years at Children’s Hospital of Central
California. He provided NPR programming expertise in the IS Department for several years
before becoming IT Director. Richard received his Bachelors degree in Business Administration
with a concentration in Computer Systems from CA State Fresno.
803 - NPR Report Writer Training for the Intermediate Report Writer
NPR Report Writer classes don’t have enough time to teach WHY because the time is needed to
teach HOW. The mechanics are taught to help users get started quickly. But, when a report is not
working accurately, where do you go from there? And how do you advance? This presentation
will guide you through the underlying concepts of NPR Report Writing and introduce you to the
next level of complex report development.

Topics:
• Magic Operators and Computed Fields
• Field Attributes and Line Attributes
• Z Fields and Z Programs
• Subscripting
• IF Statements
• Logical Next and Previous
• Fragment Reports

This workshop is appropriate for both Magic and C/S users.

Prerequisites: Beginner NPR report writer experience is recommended.

Duration: ½ day
Fee: $50 US
Instructor: Brian Schmit

Brian Schmit is a skilled Service Specialist for Interface People. The Boston resident has over 13
years experience working as a programmer within the MEDITECH industry, including
employment with MEDITECH. An expert NPR Report Writer, Brian also excels at developing
Customer-Defined Screens, interfaces and custom applications.
804 - A Healthcare Standards Primer
The landscape of healthcare standards is vast, yet an understanding of how the world of
healthcare standards works is essential. In today's new world of healthcare interoperability, being
driven by HITECH, HIEs, and EMR connectivity initiatives, there are multiple standards required,
including HL7, Continuity of Care Document, Continuity of Care Record, NCPDP, X12, etc. The
purpose of this workshop is to provide an overview of the essential healthcare standards and how
they may impact your interfacing initiatives.

During this training session, you will:

• Gain an overview and appreciation of several healthcare standards – clinical, financial,
patient summary, etc. – which play a key role in achieving Meaningful Use
• Understand which healthcare standards organizations which are driving the development
and changes to the standards
• Expand your insights on how to approach the healthcare interoperability challenge and
what it will mean for your hospital today and in the future

You will leave this workshop better equipped to navigate the healthcare standards maze, identify
gaps within your integration initiatives, and understand ways to begin to close the interoperability
gaps to achieve the new standard of connecting health care.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Sonal Patel

Sonal N. Patel, MBA, BS, MT(ASCP) has extensive experience working in healthcare from both
the provider and vendor perspective. Prior to joining Corepoint Health, she served as a Medical
Technologist and Laboratory Supervisor at Roche Diagnostic/Golden Triangle Regional Medical
Center/Baptist Memorial Hospital and also operated in several client services, support and
training roles at Antrim/Sunquest/Misys Healthcare Systems.
805 - DR Reporting Made Easy with SQL Server BI Tools
If you have MEDITECH’s Data Repository (DR), you already have all the tools you need to
successfully develop a Business Intelligence (BI) environment at your facility. Jump-start your BI
functionality with Microsoft SQL Server Reporting Services (SSRS) using Report Models and the
easy-to-use Report Designer tool. This ad-hoc query tool allows non-technical end users to
develop reports on the fly using a drag and drop, web-based reporting tool that is intuitive,
flexible, and requires minimal knowledge of the underlying database structures and relationships.

This workshop will demonstrate the ease of use and powerful report capabilities of SSRS’s
Report Models. Efficient BI reporting starts with well-designed Report Models. We will review
how raw MEDITECH DR data is transformed into the SSRS Report Models which are the
foundation on which Report Builder functionality resides. We will review how to build and deploy
models using the Model Designer, then dynamically create, execute and manage reports. We will
also educate you on how the Report Builder tool allows non-technical staff to develop, enter
formatting and layout features, and deploy web-based reporting solutions without involving the IT
department. Finally, we will discuss how easy it is to implement and maintain secure access to
reports using your Active Directory groups and the SSRS Report Manager.

If you own a MEDITECH DR and you have not implemented SSRS Report Models, you are
underutilizing a powerful BI opportunity that you already own. This workshop will get you on your
way to implementing SSRS Report Model/Report Designer solutions and help alleviating your IT
department as a bottleneck for MEDITECH custom report development.

Prerequisites: Familiarity with DR.

Duration: ½ day
Fee: $50 US
Instructor: Jamie McDonald

Jamie McDonald spent six years at Hays Medical Center (MEDITCH C/S) in the IT and Decision
Support departments. She helped implement and support the MIS, OE, and BAR applications,
and specialized in NPR report development. Jamie implemented MEDITECH’s DR at Hays
Medical Center in 2005 and its DR reporting is now an integral part of daily operations. Jamie
brought her combination of MEDITECH knowledge and healthcare process experience to
Acmeware Inc. in 2008.
806 - Implementing a Project Management Office
Do you have Project Management Office (PMO) questions?
• How can a PMO help an institution gain control of their projects, enable business, and
become a strategic asset?
• Do I require a PMO to implement an Enterprise Project Management (EPM) solution or
vice versa?
• What is the total cost of ownership of an EPM and a PMO?
• How should I go about implementing an EMP and a PMO?

Attend this workshop to learn the answers!

Enterprise Project Management (EPM) is an organizational managerial philosophy based on the

principle that an organization’s goals are more achievable when managed through a set of
projects and operational work that is visible to the organization as a whole. Organizations are
turning to project management methods to assist with implementing their organizational
strategies as a means to achieve lasting change, whilst seeking to maximize shareholder value
and realize business benefits.

The effective utilization of a PMO will ensure that all projects are managed in a consistent
manner, in addition to accurately implementing organizational priorities. Moreover, further
synergies will be identified as your strategic initiatives are delivered. The PMO should be the lead
in defining the project management methodology and integrating processes into the EPM
configuration. The PMO should govern projects from initiation through their entire life cycle.

If you get the first 15% of a project done correctly, you will ensure at least 85% of the desired
outcome. Some estimates suggest that one-third of the labor cost in projects is rework. Much of
the rework is caused by poor project planning. If you can centralize your corporation’s project
knowledge in the form of a PMO, you improve the probability of realizing your desired outcomes,
and eliminating expensive rework.

It is important to understand, that the technology component of the EPM system, must be
implemented within the context of the people who will use it, and the processes that define how
the system will be used. Making an EPM solution a reality means developing a structure aimed at
transforming the organization into a more dynamic, project-driven enterprise.

Topics to be covered:
• Understanding the major entities that comprise an EPM and a PMO
• Justifying the PMO “Overhead” to your strategic decision makers
• Developing PMO Organizational Process Assets
• Creating the PMO/EPM Infrastructure
• Case Study
o Building an PMO
o Implementing an EPM
o Considering PMO alternatives
o Considering EPM alternatives

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Bentley Cunningham

Bentley Cunningham brings 16 years of experience in the healthcare and software industry,
specializing in business intelligence, content management and project management solutions. He
has a thorough understanding of the MEDITECH HIS with an emphasis in the financial suite. He
has worked both at MEDITECH and at The Shams Group (TSG). Bentley began his career as an
NPR and Magic programmer for MEDITECH, he continued on to becoming an applications
consultant on MEDITECH upgrade projects, and was subsequently promoted to a Project Team
Lead for implementations at new sites. Bentley manages TSG’s PMO, which comprises five
project managers that are accountable for a portfolio of over 150 projects. Projects range in
complexity from simple system migrations and SQL upgrades to complex multi-product portal
implementations. Projects range in type from research, development and implementation.

807 - Reporting “Out of the MEDITECH Box”

With the move towards MEDITECH’s 6.0 (Focus), the Data Repository is becoming more and
more strategic as part of an integrated enterprise information solution. There’s a hidden gem that
comes included when you install the Data Repository called Microsoft Reporting Services.
Reporting Services is part of Microsoft’s Business Intelligence Platform which also includes
Microsoft SQL Server, Analysis Services and Integration Services. It is quickly becoming the
most widely accepted web-based reporting tool for enterprise reporting. This tool also works with
other MEDITECH-based data extract solutions (including I-Direct/I-Connect, OpenGate, NPR
Downloads, etc.). Many organizations are utilizing Reporting Services to provide an integrated
“single look and feel” platform for its reporting from MEDITECH and other related systems. With
it being web-based, it means no client software installation is necessary on user’s desktops. It
also follows familiar web standards so little or no user orientation or training is required.

This workshop will provide:

• Insight into Reporting Services, its design and what it can provide to the organization.
• Step-by-step instruction on how to build sample web-based reports that are easily
deployed to targeted users
• Review various advanced reporting techniques including graphical and interactive
reporting.
• Review “Best Practices” of its use.
• Discussion on possibilities for its use in your organization as part of your Information
Management strategy.
• Briefly overview other segments of the Microsoft Business Intelligence platform.

Target audience:
• CIO’s and IT Directors considering the move to MEDITECH Focus, have (or considering)
the Data Repository or have (or considering) a MEDITECH-based data extract tool to
provide rich information reporting beyond NPR.
• Reporting and/or Departmental Analysts involved in writing reports (typically in Microsoft
Access, Excel or Crystal Reports) or those interested in expanding their reporting tool
skill set.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructor: Garry McAninch

Garry McAninch is the Principal of Dimensions Analysis; a Business Intelligence product and
services firm specializing specifically in the MEDITECH marketplace. His involvement in the field
of Business Intelligence spans more than 14 years and over three continents. Since 1991, he’s
been working exclusively in the MEDITECH HCIS environment. A total of 16 years were involved
in IT Management at a multi-facility hospital system.
808 - Revenue Cycle Key Performance Indicators – How to Get More From
Your KPI’s
Key Performance Indicators (KPI’s) are a powerful tool that every facility should be using. They
are a Revenue Cycle best practice that provides leadership vital current state snapshot and
trending information on Revenue Cycle performance – in a crisp, concise format. When used
correctly they deliver the visibility and control that is sometimes missing.

While many facilities have KPI’s in use today, they may not be getting the most from them.
Leadership may be asking for more, or completely different, KPI’s. The KPI’s in use may be
Business Office focused, yet completely ignore other critical areas of the Revenue Cycle that
directly impact Business Office performance. And KPI’s can be time consuming to build and
maintain.

It is common to see KPI related questions and issues such as:

• What are the best KPI’s to use for a Revenue Cycle? What are they really telling you?
• What KPI’s from Patient Access, Case Management, Charge Capture and HIM should be
in use, in addition to the Business Office?
• There is disagreement on the best way to calculate them – what are the correct formulas
to use? Are you missing any important ones?
• Which ones should you be using, specific to the situation in our Revenue Cycle at your
facility?
• How do you best utilize trending?
• How and where do you get the data that is needed from the MEDITECH system, and
other systems, to compile the data?
• What are some ways to automate the process?
• Do you need to purchase a software application to do this, or can you build your own?

This educational session will answer these questions, and more. It will focus on the “what’s,”
“why’s,” and “how’s” of KPI’s, with a focus on how to apply them correctly to help optimize your
Revenue Cycle, how to get the needed data from your systems, and discuss options on ways to
automate the effort.

The instructors are experts who have helped to educate various MEDITECH facilities on these
issues and have successfully implemented KPI solutions for them.

Prerequisites: None
Duration: ½ day
Fee: $50 US
Instructors: Sandra Jacobs, Dave Boucher, and Kim Scaccia

Sandra Jacobs is President and CEO of Jacobus Consulting and a member of the Jacobus
Executive Committee. She has spent more than 20 years in the healthcare industry at hospitals in
the Finance Divisions, Information Technology Divisions and Health Information Divisions. Prior
to founding Jacobus in 2005, Sandra was Partner and CFO of Dimensions Consulting where she
was responsible for the Health Delivery business unit and for building the leadership team and
revenue cycle infrastructure that is the backbone of Jacobus’ delivery model. Prior to Dimensions
Sandra worked for JJ Wild and Superior Consulting, implementing healthcare software, delivering
revenue cycle re-engineering projects, and providing project management leadership. Sandra has
held several offices within the Washington State Health Information Management Association,
American Health Information Management Association, Healthcare Financial Management
Association, and Healthcare Information Management and Systems Society.

Dave Boucher is the Manager of Financial Applications with Jacobus Consulting, specializing in
but not limited to MEDITECH implementation and optimization. Dave is an experienced systems
analyst, systems coordinator, and project manager who has been crafting solutions using
MEDITECH for nearly a decade. Dave has been a regular presenter at International MUSE
conferences since 2006, and has been personally invited to teach the same courses on many
occasions. Dave is committed to working with healthcare organizations to provide innovative and
timely solutions for all of their MEDITECH and Revenue Cycle needs.

Kim Scaccia is a Senior Management Consultant for Jacobus Consulting and has been in
healthcare for over twelve years. In her experience she has held positions as Patient Financial
Services Director, Billing Supervisor, BAR , ADM and System Analyst positions, and Vendor
Liaison to name a few. Her strong technical skills and background include Magic and Client
Server experience along with implementation and development of SSI, ePremis, Ascent, Boston
Workstation and I People. While at a large healthcare system involved in the demonstration
project, Kim met with the RAC Team and brainstormed the use of the ABS Denial/Underpayment
program within MEDITECH for tracking. It was her passion during a strong economic crisis to
find a way for the hospital to implement an effective program without the need to spend additional
funds on unnecessary software.

809 - A Report Writers Bag of Tricks (MAGIC and C/S)

Join us this workshop to learn a variety of tips and techniques designed to make advanced report
writing easier. Subject matter will include:
• Easier downloads
• Using utility reports to make NUR report writing easy (both MAGIC and C/S)
• Using utility reports to make report maintenance easy
• Combine searching reports for a field
• See report activity
• Generate reports to find what you just worked on and forgot
• All examples of MAGIC and C/S reports will be provided.

Prerequisites: None
Duration: ½ day
Instructor: Joe Cocuzzo

Joe Cocuzzo is the Vice President of the NPR group at Iatric Systems. Since 2000, he has
headed the NPR Group at Iatric Systems, currently 21 strong, which provides NPR Report
Writing, CDS Attribute and Rule writing, Proration rule assistance, and on-site training to
MEDITECH hospitals in the US, Canada, and the UK. Prior to joining Iatric Systems, Joe was a
Senior Programmer-Analyst at Newton-Wellesley Hospital in Newton, MA from 1992-2000 and
before that he was an Applications Consultant at MEDITECH.
810 - Using Visual Basic for Applications to Populate Microsoft Excel
Spreadsheets with MEDITECH Data
Are you ready to take your MEDITECH knowledge into the world of Microsoft Excel? Then get
ready to enter the world of Visual Basic for Applications, the macro language of Microsoft Office.

If your experience with MEDITECH reporting is limited to NPR Report Writer, you will be amazed
at what you can do with Excel. Both Magic and C/S users will benefit equally from the presented
examples that will show you how to pull data directly from MEDITECH’s database without ever
touching a MEDITECH routine.

In this beginner course, you will acquire vital skills that will allow you to analyze and present your
MEDITECH data in a meaningful, compelling and portable format. We will discuss:

• The VBA development environment
• Basic object-oriented programming concepts
• Programming logic
• Creating custom Excel functions
• Connecting to external data sources including MEDITECH using Microsoft’s ActiveX Data
Objects

By the end of this course, you will have all the skills and confidence you need to start
experimenting with your own VBA scripts.

This workshop is appropriate for both Magic and C/S users.

Prerequisites: Familiarity with NPR is beneficial.

Duration: ½ day
Fee: $50 US
Instructor: Randy Showalter

Randy Showalter, an Application Services Specialist at Interface People, has spent most of his
career working on IT initiatives in healthcare organizations. He has had exposure to thirteen
unique hospital environments as a research manager, a database developer and a MEDITECH
analyst supporting PHA, LAB, ABS, MRI, S&S, etc. Randy has extensive experience developing
in VBA, C#.NET, ASP.NET, PHP and C and has created applications for several SQL platforms.
An electrical engineer by training, Randy is also a published research author. His other
endeavors have included teaching, consulting work in the telecommunications industry and online
application development for private clients.