2020 MUSE Conference - Sessions - February 20 2020

Educational Presentations
1001 - MEDITECH Expanse Implementation: Focus on Web Acute and Web ED

Track: Patient Care
Presenters: Denise Cox and Edmond Chiu
Organization: Southlake Regional Health Centre, Newmarket, Ontario
Southlake Regional Health Centre has gone LIVE with MEDITECH Expanse with full WPL
implementation since December 1, 2018. WPL has enabled WebAcute and WebED applications
for our physicians. This presented improvements to access to information, an increase use of
electronic documentation and inspiration for what an EMR could do. We will share their
experience about the implementation, successes, and current challenges with WebAcute and
WebED.
Denise Cox has been a Registered Nurse for 33 years with a background in Medicine/Rehab
bedside nursing and education. Eight years ago, she began in working in Clinical Informatics in
implementing electronic documentation for all Nursing and Allied Heath in MEDITECH Magic. In
2017, she moved to Southlake Regional Health Centre for the new implementation of MEDITECH
Expanse with a primary focus on EDM and WEB ED including integration of eCTAS with
MEDITECH. Since Go-Live, has continued support of ED in using the application as well as PCS
including Nursing and Allied Heath.
Edmond Chiu is a pharmacist and started working with Southlake Regional Health Centre as a
Clinical Informatics Specialist first supporting end-user training for GO-LIVE. Soon after he
moved into supporting WebAcute and WebED, working closely with physicians to support their
use of the application in their clinical roles.
Learner Objectives:
 Demonstrate an understanding of the key attributes of Web Acute and how it compares
to Physician Care Manager.
 Demonstrate an understanding of the key attributes of Web ED and how it compares to
EDM Tracker.
 Demonstrate a basic understanding of Widgets and the benefits of use in Web
Acute/Web ED
1002 - The Integration of Acuity as a Byproduct of Electronic Documentation

Track: Population Health & Analytics
Presenters: Cheryl Lesperance and John Patterson
Organization: Waypoint Centre for Mental Health Care, Penetanguishene, Ontario
Prior to 2019, clinicians were required to document in MEDITECH and then enter their
associated workload minutes in a different application. This was time consuming for the users
and created gaps in data because there was no link between the two applications. There was
also an additional expense supporting two applications.
In 2019, Waypoint began using MEDITECH to collect workload, using the acuity functionality,
which resulted in a large practice change for staff. Waypoint was fortunately enough to have
detailed historical data to form the average length of time for each care item on the worklist.
This allowed for the acuity minutes to be automatically calculated when clinicians document on
the intervention thus saving valuable clinician’s time. The integrated acuity has proved to be a
time saving success in that clinicians are able to more accurately document the minutes of care
provided to patients and clients. We are now at the end of our first year with all our clinical
programs using MEDITECH as the source of truth for workload acuity. We have received
positive feedback on the process improvements from clinicians throughout the organization
and look forward to using the information to assist with determining patient needs
prospectively.
Cheryl Lesperance has been a registered nurse at Waypoint for 32 years. She graduated from
Georgian College in 1989 with a nursing diploma followed by a Bachelor of Science in Nursing
from Laurentian University in 2002. Throughout her career at Waypoint, she has had the
opportunity to work with many teams including, quality assurance, auditing, staffing and shift
nurse manager. She has also been involved in the implementation of the workload
measurement system with two different vendors and the implementation of the electronic
health record. Cheryl is currently a Nursing Informatics Specialist in Decision Support responsible
for workload, RAI-MH and ALC. She provides education and training to new staff and is a liaison
between the clinical programs and Decision Support for the collection and reporting of data.
John Patterson has been working at Waypoint for 32 years, 25 of these years as a registered
nurse. He graduated from Georgian College in 1993 with a diploma in nursing. He spent 15
years working full time in a maximum secure forensic mental health setting. Later, his interest in
computers led him to pursue a position as a Workload Measurement Coordinator. He continued
this work with his move to Decision Support in 2009. He is now a Nursing Informatics Specialist
responsible for the acuity in MEDITECH, RAI-MH and excel data. In 2018 he received the Core
Value Award in the category of Innovation for his work in the integration of workload into
MEDITECH. He provides education and training to new staff and is known as a data guru.
Learner Objectives:
 Understand the benefits of having an integrated approach for the collection of acuity
minutes
 Recognize that quality improvement is an essential part of health care delivery
 Describe approaches for improving the process of data collection for mandatory
reporting
1003 - RULES Using Literature to Enhance the System

Track: Patient Care
Presenter: Adrienne Christensen
Organization: Williamson Medical Center, Franklin, Tennessee
Do you struggle with building MEDITECH OM rules? Have you ever wanted to learn more about
how to use them to enhance your system? Come to understand where rules can be placed to
create clinical decision support. Recognize implications behind rule categories and the types of
rules you need to create. Learn the complex language of MEDITECH rules engine and how to
apply it. Discuss display options for clinical decision support that you can use to direct providers
towards literature based care. And, finally, come see a creatinine clearance calculation rule that
you can use in your EMR to help providers select appropriate doses for a patient’s renal
function.
Adrienne Christensen is a Clinical Informatics Pharmacist at Williamson Medical Center. Her

informatics journey began in 2010 as a student pharmacist. Since then she has worked on
multiple platforms from Magic to 6.x and most recently Expanse and Expanse WEB. Informatics
pharmacy is her passion because it is a way to prevent issues before they happen and guide
providers to make the best and safest choice in therapy for their patients. Adrienne’s intensive
work with rules started with requests from providers regarding antibiotic durations of therapy
and DOAC dose recommendations based on indications. Since then she has worked on multiple
other projects to provider clinical decision support based on the most recent literature available.
Learner Objectives:
 Understand where rules may be placed
 Recognize implications behind rule categories
 Learn language of MEDITECH rules engine
 Discuss display options for clinical decision support
1004 - On the Lookout: Antimicrobial Stewardship
Presenter: Kelly Lippold
Organization: Newton Medical Center, Newton, Kansas
While antibiotics have transformed the practice of modern medicine, the misuse of them have
contributed to the growing spread of antibiotic resistance organisms in not only patients, but
those close to them. The Centers for Disease Control, World Health Organization, along with
numerous other groups have been putting increasing pressure on healthcare organizations to
try to stop this rising issue.
Newton Medical Center (NWC) volunteered to be an early adopter for MEDITECH's

Antimicrobial Stewardship Toolkit. Through this partnership, NMC was able to streamline and
strengthen their previous process of monitoring & tracking antibiotic usage while also ensuring
quality patient care was maintained.
Kelly Lippold, RN, MSN, is the Director of Health Informatics at Newton Medical Center in
Newton, KS. For the past 15 years, Kelly has been involved in all aspects of MEDITECH's clinical
applications from analyst to project lead. Her most challenging role has been the project lead
for the facility's conversion to MEDITECH 6.15.
Recently Kelly participated as an early adopter for MEDITECH's Antimicrobial Stewardship

Toolkit, and as such is able to share how her experiences have helped to streamline pharmacy
workflow and ultimately, improve patient care.
Learner Objectives:
 Define the seven core elements of the CDC Hospital Antibiotic Stewardship Program.
 Describe three strategies on how to utilize MEDITECH to streamline pharmacy driven
interventions to improve antibiotic use.
 Identify four key reports that can be used to monitor antibiotic stewardship and
pharmacy workload.
1005 - Swing Bed Comprehensive Assessment Design for Our Community Access Hospital
Track: Patient Care
Presenter: Mallory Palmer
Organization: Tri Valley Health System, Cambridge, Nebraska
In early 2019, we were audited by CMS and it was established that we did not have an
appropriate Comprehensive Assessment & Activity Plan for our Swing Bed Patients for a
Community Access Hospital setting. In accordance with 42 CFR 483.15(f), swing beds must
provide "for" a program of activities.
We set out and did research and evaluations on different requirements related to the Activity
program, alongside following rules and regulations. We found that although there wasn't very
clear-cut instructions and guidelines from CMS on how to do this program, adapting the skilled
swing bed or long-term care MDS RAI was our best bet.
We learned that involving all departments in MEDITECH is critical. For example, you may have
tested with Pharmacy, but did you review all the dictionaries and parameters? As well, it really
did open our eyes to how integrated the system and touchy it can really be with one simple
change. We were also able to improve a few other processes while implementing this project
(new SWB location, allowed for three less clicks for a Swing Bed registration and the elimination
of room charge errors).
We discovered that by building particular inhouse Protocols, Assessments, Rules,

Requirements, particular date and times stamps, notifications, and of course, monitoring
reports were all doable from within MEDITECH. After two months of testing and final go live,
we are now full operational and managing the program.
We passed our CMS review and have had success since sharing our ideas with other Community
Access hospitals in the region using MEDITECH.
Originally from Calgary Alberta Canada and previously working for Alberta Health Services in
Primary Care, Mallory Palmer moved to Wilsonville Nebraska (population approximately 90) in
2015 and took on the role of Clinical Informatics in a town 12 miles north (Cambridge,
Nebraska). In May of 2018, Cambridge went live on MEDITECH 6.15. Mallory led the Cambridge
team in a tri partake implementation alongside of neighboring towns Holdrege and Alma to
implement a three separate entity instance of MEDITECH for our Ambulatory Clinics, Surgical
Department, LTC, Acute, SWB, Obs, ED, OB, Therapies, Ancillary, and Fiscal Services
Departments.
Learner Objectives:
 How to implement an Activity Program fully using MEDITECH for documentation and
reporting
 Lessons learned by not fully testing and reviewing every department and parameters.
 Importance of keeping a record/log of changes so that you can revert back easily.
1006 - Radiology Module Standardization
Track: Support & Technology
Presenter: Sherrie Babcock, BSN, RN
Organization: HCA West Florida Division ITG, Clearwater, Florida
Radiology module standardization is a multi-faceted process involving multiple disciplines to

align into conformity multiple facilities with mnemonics and descriptions.
Standardize is defined by Merriam Webster, as
1. to bring into conformity with a standard especially in order to assure consistency and
regularity
2. to compare with a standard; to determine the strength, value, or quality of (something) by
comparison with a standard
The radiology module standardization process involved a committee determines the standard
for exam descriptions and mnemonics. This process was required in order to interface with a
third-party vendor for imaging clinical decision support to ensure alignment with mandatory
federal guidelines. This work group partnered with Information Systems analysts, Radiology
department directors, and radiology subject matter experts to develop standard exam
mnemonics and descriptions. An important task of the work group was to take into
consideration the down-stream impacts to third-party applications that would be impacted by
exam mnemonic and description changes.
Benefits of radiology standardization include patient safety, scalability/replication of consistent

end-user experiences and awareness using evidence to drive content and clinical decision
support. There are also challenges to radiology standardization that must be addressed as well
– achieving consensus, identifying all impacted parties, compliance monitoring, organizational
differences, perceived delays and perceived loss of independence with provider ordering.
This presentation will review the process used by West Florida Division to achieve radiology
standardization across various modalities and provide various examples of how to provide IT
support in the process.
Sherrie Babcock, BSN, RN graduated from Valparaiso University 1984. She has been employed in
the healthcare industry continually since that time and has served in a variety of clinical nursing
roles. She transitioned to Information Technology Services in 2010 with the implementation of
CPOE serving as an Evidenced Based Order Set Specialist. As the Manager EHR Support - CPOE
she oversees a team of 14 clinical analysts supporting 15 different facilities and multiple free-
standing emergency departments. Sherrie presented at MUSE conferences in 2018 and 2019.
Learner Objectives:
 Session attendees will be able to state the rationale for radiology module
standardization.
 Session attendees will be able to recognize the impacts of radiology module
standardization.
 Session attendees will be able to discuss the process of radiology module
standardization.
1007 - Best Practices for Using Robotic Process Automation Solutions to Maximize ROI
Presenter: David Seabury
Organization: Tanner Medical Center, Inc., Carrollton, Georgia
Tanner Health System had a combination of regular rote processes, short-term high volume,
and complex challenges it was looking to solve with a scalable, powerful, and proven
automation tool. Robotic Process Automation (RPA) technologies, such as scripting and
workflow automation tools, have been saving Healthcare organizations countless hours,
money, and resources while significantly improving processes across many departments.
Tanner Health found a solution that would benefit the whole organization and offer the
customization and flexibility to reach all of its goals.
Tanner Health System will be walking us through their journey from choosing their vendor
partner, the need for scripting, what they were able to accomplish with the tool, and scripting
best practices.
David Seabury has 15 years with Tanner serving as Sr. Web Developer, Web Development
Manager, Enterprise Applications Architect, and Enterprise Applications Manager. He manages
the team supporting all non-clinical applications system-wide. David has 30 years of experience
in development, desktop and Web applications as well as MS Office Automation.
Learner Objectives:
 How choosing the right technology will lead to immense time and cost savings and
drastically improve ROI.
 RPA best practices to help an organization realize the true value of a powerful
automation tool.
 How collaborating within the scripting community can lead to a wealth of knowledge
and information sharing that uncovers projects you didn't think were possible.
1008 - Support The System

Presenter: Sherry Montileone
Organization: Citizens Memorial Hospital, Bolivar, Missouri
Citizens Memorial Hospital has been a MEDITECH customer for almost 20 years and provides a
healthcare delivery system to more than 2,400 users including Acute, Ambulatory, Home Care /
Hospice and LTC service lines. We also support an independent community hospital, several
Rural Health Clinics, dental offices, and retail pharmacies. Attend this session to find out what
everyone REALLY wants to know! We’ll cover these real life, “in the trenches” topics including
staffing, pay, help desk, monitoring tools, service initiatives (Walk A Mile in their shoes), and
budgeting / purchasing.
Sherry Montileone is the Network and Support Manager at Citizens Memorial Hospital. She has
over 39 years of IT experience and is passionate about making healthcare better. When not at
work – there's family, tennis, books, travel – and not enough time for all the fun!
Learner Objectives:
 Staffing. Learner can review our personnel infrastructure to determine if there is a fit for
their organization. We'll review organizational hierarchy, staffing, on-call, super users,
and physician champions.
 Service Initiatives. Learner will see the specifics of our WAM (walk a mile) process that
has been very popular and effective - forcing the normally reclusive IT staff into the field
to see the system from the user's perspective.
 Tools. Learner can review our Help Desk operations as well as the specific daily
operational procedures, and monitoring tools we use for 567 and Expanse.
1009 - Bridging the LTC Financial Reporting Gap

Track: Financials & Regulatory
Presenter: Kathryn Wohnoutka
Organization: Citizens Memorial Healthcare, Bolivar, Missouri
The Long Term Care Minimum Data Set (MDS) is a health status screening and assessment tool
used for all residents of long term care nursing facilities certified to participate in Medicare or
Medicaid. Citizens Memorial Healthcare has taken this regulatory requirement to the next level
utilizing Data Repository to create billing, acuity staffing and validation tools. Join us for a
journey from report request to user execution of our LTC Care Level and LTC Census reports.
Kathryn Wohnoutka RN, Business Intelligence Analyst, has been employed by Citizens Memorial
Healthcare since 1995. In her 32 years of nursing, she's worked in the following areas: CCU, ICU,
ER, Psych, Educational Services (Director) and Information Services. The most recent 16 years
have been in IS where Katie has been responsible for PCS, EDM, PD in the ED implementations
and module support for PCS, ORM, EDM, ITS, LAB and most recently DR.
Michelle Williams, RN, joined Citizens Memorial Hospital (CMH) in 1999 as a nursing assistant in
one of their six Long Term Care Facilities. She spent the next several years in various key roles
within LTC, including Director of Nursing for three years, before taking her experience and
joining the Information Services team as a Clinical Systems Analyst in 2012. Her extensive
clinical experience compliments her analytical abilities to provide support as CMH’s Lead Patient
Care Systems Analyst.
Learner Objectives:
 List three uses of the MDS beyond CMS submission – information provided on how to
leverage existing data for those facility types requiring MDS
 Discuss the relationship between the MDS, resident financial class and resident census
days -deeper knowledge on the direct relationships, in an MDS facility type, between
registration/census, insurance/billing and clinical MDS data and how to monitor through
reporting.
 Identify at least three key components for report creation – a report is only as good as
the data available and the details provided. Improving key components will improve
report content, turn-around time, usability, requestor satisfaction.
1010 - Packed Red Blood Cells Orders and Status Board Alerts
Track: Patient Care
Presenter: Judi Roun
Organization: HCA Healthcare West Florida Division, Clearwater, Florida
Responsible blood utilization and management presents a challenge to healthcare systems and
clinicians. This presentation will provide an overview of the evolution of packed red blood cell
(PRBC) ordering and optimal use of BCTA flags that led to a 50+% decrease in errors linked to
the PRBC order and transfuse process.
Judi Roun, RN, began her career with HCA Healthcare as a staff nurse in Maternal/Child Care at
Portsmouth Hospital in Portsmouth, NH. She worked with the facility Nursing Informatics team
in the implementation of BCMA in 2003. In 2009, she transitioned to the BCMA Coordinator role,
and gained expertise in building in MEDITECH NUR and OE. Judi increased her knowledge base
with the implementations of EDM, PDOC, and CPOE. In 2012, her position was transformed from
a facility role to a member of the HCA Capital Division IT&S team, and she provided support to
the two hospitals in the New Hampshire network. Judi transferred to HCA West Florida in 2017
and continued to pursue her passion for troubleshooting and innovation, using MEDITECH
functionality to meet evolving regulations, best practices, and clinician expectations.
Judi has an Associate Degree in Nursing; Bachelor’s Degree in Animal Science and Adult
Education; and Masters of Science in Healthcare Informatics. In addition to her role as an
analyst, she is a member of the Division Lean Six Sigma Green Belt team.
Learner Objectives:
 Describe how clinical decision support aids in meeting blood utilization goals.
 Identify functionality that results in clear order content for blood bank and nursing
personnel.
 Identify use of BCTA flags on nursing status board to communicate clear product status
to nursing.
1011 - Preparing for a CMS Survey in Long Term Care
Presenter: Michelle Williams
Organization: Citizens Memorial Healthcare , Bolivar, Missouri
When CMS surveyors arrive it can be a stressful time, but Citizens Memorial Healthcare has
taken a new approach to help decrease the stress of completing the required forms. Join us for
a journey from report request to user execution of the CMS 672, CMS 802 and Medication
Administration: Med List and Admin Calendar.
Michelle Williams RN joined Citizens Memorial Hospital (CMH) in 1999 as a nursing assistant in
one of their six Long Term Care Facilities. She spent the next several years in various key roles
within LTC, including Director of Nursing for three years, before taking her experience and
joining the Information Services team as a Clinical Systems Analyst in 2012. Her extensive
clinical experience compliments her analytical abilities to provide support as CMH’s Lead Analyst
for Patient Care Systems.
Kathryn Wohnoutka RN, Business Intelligence Analyst, has been employed by Citizens Memorial
Healthcare since 1995. In her 32 years of nursing, she's worked in the following areas: CCU, ICU,
ER, Psych, Educational Services (Director) and Information Services. The most recent 16 years
have been in IS where Katie has been responsible for PCS, EDM, PD in the ED implementations
and module support for PCS, EDM, ITS, LAB and most recently DR.
Learner Objectives:
 Identify at least three key components needed to create time saving reports – a report
is only as good as the data available and the detail provided. Improving key components
will improve report content, turn-around time, usability and requestor satisfaction.
 Discuss the advantaged and disadvantages of visual cues with report formatting – users
will be shown suggested uses for visual cues to highlight potential data issues to help
guide them in their own reporting journey.
 Describe two processes that will improve efficiencies in completing regulatory forms –
users will have the tools to improve reporting efficiency by incorporating 1) report real-
time data 2) utilize reportable discrete data (even if have to build) 3) format a
downloadable report for editing in the requested format 4) MDS documentation
knowledge.
1012 - Custom Heart Score on Document Plus Surveillance
Track: Patient Care
Presenter: Kristen Springer
Organization: CalvertHealth Medical Center, Prince Frederick, Maryland
In this presentation, see how a Custom Heart Score was built into the doctor's document in
MEDITECH 6.15. This will include the setup, the rules, and examples. As a bonus learn how to
add this to Surveillance and display on a patient list format.
Kristen Springer began her career at CalvertHealth Medical Center as a Medical Technologist in
the Laboratory. After 13 years, she transitioned to the I.T. department. She supported the
Laboratory, Radiology, Registration, Community Wide Scheduling, and the Patient Portal. In
October of 2016, the facility went Live with MEDITECH 6.15. Through this transition, Kristen
advanced in MEDITECH rule building and Report Designer. She was then recruited to take a
position in the fast-paced Emergency Department. In this role, her support provides innovative
solutions for difficult problems. With over 24 years of experience, she is an advance MEDITECH
problem solver and would like to share her knowledge to help others.
Learner Objectives:
 Learn a custom patient care build on a document in 6.15
 Learn complex MEDITECH rules in 6.15
 Learn how to add a query to Surveillance in 6.15
1013 - Custom Columbia Suicide Nursing Assessment MEDITECH 6.15

Track: Patient Care
Presenter: Vonda Stamp
Organization: Calvert Health Medical Center, Prince Frederick, Maryland
Calvert Health Medical Center took on a complex suicide screening tool which is the Columbia
Suicide Screen. The screening tool was built with rules to require certain documentation based
on the risk level as well as rules to skip documentation if applicable. There were several
complex calculation rules to take certain documentation into consideration, based on different
scenarios. There were also suppress rules based on the patient’s age and location. The build
was complete and went live with many obstacles, and the staff found it difficult to understand.
Therefore, a committee came together and worked on simplifying the build. Will show
documentation, rule examples, and describe our lessons learned.
Learner Objectives:
 Learn how to custom build assessment
 Learn calculate, require, skip, and suppress rules
 Learn to seed a query
1014 - ePrescribe: Sunset on the Boxes and Tubes of My Heart
Presenters: Erica Feinberg, Risa C. Rahm, and Marilyn Williams
Organization: HCA Healthcare, Nashville, Tennessee
Electronic prescription and transmission of medications, or ePrescribe, is increasingly becoming

the primary means of providing patients with prescriptions. Recently, CMS adopted the NCPDP
SCRIPT Standard Version 2017071 beginning on January 1, 2020. Among the enhancements
included in this version, a number of Quantity Unit of Measure were sunset including “box”,
“tube”, “inhaler” and “vial”. Our ePrescribing vendor will not reject ePrescribe messages
utilizing version 10.6 or sunset codes until December 1, 2020. To meet implementation
deadlines, an initiative to update to the v2017071 standard and sunset obsolete Quality Unit of
Measure codes was completed for over 170 hospitals included in the HCA Healthcare system.
To reduce the impact to providers and transition to the recommended dispense quantities, HCA
Healthcare developed implementation guidance that included a review of discharge
prescription ordering strings and dispense unit of measure dictionaries.
Erica Feinberg graduated with a Doctor of Pharmacy Degree from Duquesne University in
Pittsburgh, Pennsylvania. She completed her PGY1 pharmacy practice residency in June 2016 at
Allegheny General Hospital in Pittsburgh, Pennsylvania and her PGY2 Pharmacy Informatics
residency in July 2017 at HCA Healthcare in Nashville, TN. After completing her residency, she
joined HCA Healthcare's Information Technology Group (ITG) as a Consultant Product Analyst
Pharmacy focusing on ePrescribe and Medication Reconciliation.
Risa C. Rahm, Pharm.D., CPHIMS is the Director on the Medication Management and Clinical
Pharmacy Informatics for HCA Healthcare in Nashville, Tennessee. In her current role, Dr. Rahm
provides leadership for enterprise wide adoption for multiple EHR projects including provider
facing EHR clinical workflow application overlay implementation and development, ePrescribe,
BCMA, medication reconciliation, and CPOE. She leads multiple projects in the medication
management informatics space across the enterprise, which includes 185 hospitals and 119
freestanding surgery centers located in 21 U.S. States and the United Kingdom. Dr. Rahm
received her Doctor of Pharmacy degree from Mercer University College of Pharmacy in Atlanta,
GA. and is CPHIMS certified. Over 20 years working for HCA Healthcare, she has worked as the
Corporate Director of Pharmacy Operations, Division Director of Pharmacy, Director of
Pharmacy, and as a facility Patient Safety Officer. Dr. Rahm is involved with multiple
professional organizations, including as a president for FSHP.
Marilyn Williams, R.Ph. received her Pharmacy Degree from Oklahoma University. Currently, she
works for HCA Information Technology Group in Nashville, TN. She has held several positions in
the Customer Service and Product Development areas at HCA, and currently serves as Director
of Pharmacy Product Development. Her areas of responsibility include the development of HCA’s
Electronic Health Record, design and implementation of HCA’s plan to meet Meaningful Use,
development and support of CPOE, BCMA (BarCode Medication Administration/ eMAR),
ePrescribing and the Pharmacy systems used by HCA, Lifepoint, and others supported by HCA
IT&S. Marilyn has been heavily involved in implementing BCMA in approximately 190 hospitals,
CPOE and ePrescribing in approximately 160 hospitals, including CPOE in ED. Currently, most of
her time is spent in working on EHR, Meaningful Use, Medication Reconciliation, and
ePrescribing including working on software enhancements in these areas. Before coming to HCA
IT&S, Marilyn worked as Assistant Director of Pharmacy at Medical Center of Plano in Plano,
Texas, and held staff positions at other hospitals in the Dallas area.
Learner Objectives:
 Summarize the process for updating discharge dispense units to meet the standards of
NCPDP and Surescripts.
 Identify ways to ensure patient safety for ePrescribe discharge prescriptions.
 Discuss lessons learned from the NCPDP 2017071 standards implementation.
1015 - eMAR/BMV Journey – MEDITECH Expanse

Track: Patient Care
Presenter: Gurjit Mann
Southlake Regional Health Centre (SRHC) entered a SHINE partnership with two other
organizations and went live on December 2018 with MEDITECH Expanse. The focus of this
presentation is to share our journey and experience transitioning from a different system to the
MEDITECH Expanse platform.
This presentation will include lessons learned in the following areas:

 eMAR and BMV workflow
 eMAR documentation in PCS
 BPMH and med review
 What we wish we knew – Clearing Hanging schedules, Acudose
 Downtime procedures
Gurjit Mann is a Clinical Informatics Specialist with an educational background of Science and
Business from the University of Waterloo, and successfully implemented and part of various go-
lives at hospitals such as Sickkids hospital and St-Joseph Hamilton. Over the past 16 months,
Gurjit successfully adopted MEDITECH Expanse at Southlake Regional Health Centre, and is
working in troubleshooting application issues, workflow problems and system errors in support
of technical enhancement and the overall utilization of MEDITECH Expanse. Gurjit has extensive
experience with system-wide implementations from current state workflow assessment and
documentation to system design, testing, training and ongoing optimization in PCS, OM,
webAcute, and eMAR/BMV.
Learner Objectives:
 Be able to overcome/prevent problems we encountered (e.g Hanging schedules)
 Grasp a good understanding of eMAR/BMV workflow
 Learn about BPMH and downtime procedures.
1016 - Pharmacy Surveillance & Analytics

Presenters: Joohyun Greenwood and Scott West
Organization: Firelands Regional Medical Center, Sandusky, Ohio
Pharmacy practice and medication therapy management plays a significant role in patient care.
Pharmacy surveillance provides strategies to improve patient care in real-time. In addition,
analytics tools can provide important data to improve the strategies utilized in patient care.
This presentation will explore different surveillance and analytical tools used by Firelands
Regional Medical Center.
Joo Greenwood has worked in clinical informatics pharmacy field for last eight years. She is
interested in tools that can improve the quality of patient care and efficiency of pharmacy
practice.
Scott West, PharmD has been a clinical informatics pharmacist for past three years. He has
expertise and experience in multiple different modules include WOM, WPCM, PHA, Surveillance
and BCA.
Learner Objectives:
 Attendees will learn current surveillance strategies used at Firelands Regional Medical
Center to improve pharmacy practice
 Attendees will learn current analytical tools used at Firelands Regional Medical Center
to improve pharmacy practice
 Attendees will learn importance of surveillance and analytics in pharmacy practice
1017 - Antimicrobial Stewardship Surveillance & Analytics

Presenter: Joo Greenwood
Organization: Firelands Regional Medical Center, Sandusky, Ohio
Antimicrobial stewardship plays a significant role in infectious disease management and

appropriate use of antimicrobial medications. Firelands Regional Medical Center utilizes several
surveillance and analytics tools to assist antimicrobial stewardship. This presentation will
explore different surveillance and analytical tools that are currently used at Firelands Regional
Medical Center.
Joo Greenwood has worked in clinical informatics pharmacy field for last 8 years. She is
interested in tools that can improve the quality of patient care and efficiency of pharmacy
practice.
Learner Objectives:
 Attendees will learn current surveillance strategies used at Firelands Regional Medical
Center to improve antimicrobial stewardship
 Attendees will learn current analytical tools used at Firelands Regional Medical Center
to improve antimicrobial stewardship
 Attendees will learn opportunities to explore current analytical and surveillance tools
used in antimicrobial stewardship
1018 - Pharmacy Matters

Track: Patient Care
Presenter: Don Carpenter
Organization: St. Claire Regional Medical Center, Morehead, Kentucky
During this presentation we will discuss the relevance of the pharmacy module and how it
impacts other MEDITECH modules, including the variety of avenues that the pharmacy
department is utilized throughout our hospital. We will discuss the pharmacy drug dictionary
and how it impacts the ordering system, and the ordering/verifying routines and volumes,
medication ordering/storing and how it impacts BMV/PCS. As we look at the pharmacy
department, we briefly discuss how the pharmacy generates revenue by utilizing our 340B
eligibility.
Don Carpenter started working at St. Claire Regional Medical Center in 1994 as a dietary aide
and transferred to the pharmacy department in 1996 were he worked until 2015 when he
transitioned into his current role as an Informatics Analyst. During his time in the pharmacy,
Don earned a Bachelor’s Degree in Biology from Morehead State University and was introduced
to the Informatics side of a pharmacy department first as our automated dispensing cabinet
(ADC’s) support, and then he was on the implementation teams for Pharmacy (PHA) and
Bedside Medication Verification (BMV) modules when we decided to implement MEDITECH.
Don’s role as an Informatics Analyst has evolved from supporting ADC’s, BMV, and PHA to being
the lead support for various software and vendors. He continues to evolve his role as pharmacy
technician and maintain his certification.
Learner Objectives:
 At the end of the presentation, the audience will understand how the Pharmacy
department plays an integral role within our healthcare system, allowing them to form a
basis for expanding their own department functions.
 The learner will understand the need for multi-disciplinary collaborations and
understanding of who the stakeholders are for any project the pharmacy is involved in.
 The learner will gain insight to the 340b program and how to produce revenue from it.
1019 - Working in a Shared MEDITECH Data Repository
Presenter: Shannon Mulligan
Organization: Waypoint Centre for Mental Health Care, Penetanguishene, Ontario
Three of the four specialty psychiatric hospitals in Ontario partnered to create a mental health
cluster and share one instance of the MEDITECH electronic health record (EHR) including the
shared SQL data repository (DR). Through the creation of this cluster, it became apparent that
real-time reporting from the shared DR required a clear governance strategy. The three
organizations worked to establish a structure which facilitated the increase in quality and
consistency of practice and usage of the shared DR across the partnership.
One of the most concerning issues resulting from all three sites working in this shared
environment was a delay in the time required for the MEDITECH processes to update the DR
data. This lag resulted in data delays making real time reports stagnant, potentially jeopardizing
the accuracy and quality of information sharing.
In order to improve performance and create a responsive environment for all three partner
sites a number of strategies and performance improvement techniques were implemented. The
sites believed strongly in collaboration, as a result established the Data Management Working
Group. This group provided oversight on the usage of the shared DR and investigated any issues
observed in the environment, opening the doors to a cross organizational culture of sharing a
jointly owned system. A key strategy put forward by the group to improve performance in the
DR was SQL Replication. Replication was highlighted as a key design for separation of the sites
data from the main DR to site specific data repositories.
This methodology is currently in test, initial results are promising as a strategy for high
performance, thus reducing the risk of patient safety issues resulting from data lags, the need
for a master schedule for querying data and many other inconveniences of a poorly performing
system.
Shannon Mulligan, MSc, Business Intelligence Lead, has worked in the Ontario Healthcare
industry for 20 years, with experience in First Response, Acute Care, Government and Mental
Health sectors. Helping others gather insight from data has been Shannon’s focus, specializing
in data manipulation and Business Intelligence Solutions. Shannon is a lifelong learner and
passionate about education. She is a faculty member at Georgian College, teaching courses on
data manipulation techniques and business intelligence in the Big Data program. She is a
champion of maximizing the utility of data and is passionate about helping her clients achieve
meaningful data insights. She has a Masters Degree in Science with a specialty in Information
Systems from Athabasca University. She is a currently the Business Intelligence Lead in Decision
Support at Waypoint Centre for Mental Health Care leading the implementation of their
business intelligence tool.
Learner Objectives:
 Collaboration – How our collaborative model works to resolve issues for multiple
partner sites.
 Innovation – SQL Server Replication Services Implementation and Guidelines for the
MEDITECH DR.
 Efficiencies – SQL Server Database Optimization Techniques for the MEDITECH DR.
1020 - NPR / RD / CDS Tips and Tricks

Presenter: Joe Cocuzzo
Organization: iatricSystems
We will present our annual Report Writing tips and tricks session including, but not limited to
the following:
 Flexible lookups on a Magic or C/S Customer Defined screen, go to one of a set of group
dictionaries depending on answer to previous query.
 Advanced CDS attributes for "display only", "dynamic totals" and "Better NUR recall"
 Read in a PC file with selection via File Dialog box and use file to load list of selection
values
 C/S utility to go get M/AT data from an NPR Data
Joe Cocuzzo has led the Report Writing Services division of iatricSystems since 2000. For eight
years prior he was a Senior Programmer Analyst at Newton-Wellesley Hospital and was an
application consultant at MEDITECH from 1990-1992, where he taught NPR RW classes at
MEDITECH and “on the road”. Joe has been writing NPR reports since the days of Esprit 105c
terminals and three kinds of arrows. MUSE 2020 will be the 20th year Joe has shared his Tips
and Tricks with the MUSE audience!
Learner Objectives:
 Learners will see NPR and RD tricks and techniques that extend and improve the
functioning and features of Customer Defined Screens.
 Learners will see NPR and RD tricks and techniques that allow NPR reports to go get
M/AT data and allow NPR reports to import and parse a PC file.
 Learners will see NPR and RD tricks and techniques that improve performance of C/S
Reports with buffering.
1021 - 6.1x / Expanse Report Migration
Presenter: Joe Cocuzzo
Organization: iatricSystems
We will provide strategic advice about report migration strategies for hospitals migrating from
Magic, C/S or 6.0 to the latest "Expanse" platform. Based on the experience of our RW team
across multiple migrations to 6.1, we will offer some suggestions for a successful report
migration using NPR, RD, and SQL/SSRS/SSIS.
Joe Cocuzzo has led the Report Writing Services division of iatricSystems since 2000. For eight
years prior he was a Senior Programmer Analyst at Newton-Wellesley Hospital and was an
application consultant at MEDITECH from 1990-1992, where he taught NPR RW classes at
MEDITECH and “on the road”. Joe has been writing NPR reports since the days of Esprit 105c
terminals and three kinds of arrows. MUSE 2020 will be the 20th year Joe has shared his Tips
and Tricks with the MUSE audience!
Learner Objectives:
 Learners will learn from our Report Migration experience to decide which tools are best
for particular 6.1 reporting needs.
 Learners will learn from our Report Migration experience to reduce the total report
conversion burden by considering application workflows.
 Learners will learn from our Report Migration experience to reduce the chances of
unfortunate “we forgot that report” surprises after 6.1 go-live.
1022 - BCA Lessons Learned: Year One

Presenter: Lisa Carlson
Organization: CalvertHealth Medical Center, Prince Frederick, Maryland
Gain information about the lessons learned during the first year following the implementation
of the Business and Clinical Analytics (BCA) application. Learn more about the overall
implementation and deployment process as well as user adoption and utilization.
Multiple use cases across both clinical and non-clinical areas will be presented. Example
dashboards and content areas include, but are not limited to: Pain Assessment & Reassessment
Effectiveness; MAR Medications; BAR Charge Master & PCS Charges; Patient Locations & Bed
Reservations; Palliative Care; Infection Control; GL Budget Data; and more.
Lessons learned focus on dataset development, creating views in the BCA DataMart, homepage
modifications, end-user requests and email functionality.
Lisa Carlson is an application specialist at CalvertHealth Medical Center. Lisa is responsible for
the MEDITECH Data Repository and BCA modules. She regularly generates datasets and reports
from the DR through SQL queries and stored procedures. Lisa develops custom real-time
dashboards and metrics for various organizational needs. Lisa has worked in a healthcare
organization for over eight years, with experiences in community education, corporate wellness
and data management. Lisa has an undergraduate degree in Community Health as well as
graduate degrees in Data Analytics and in Business Administration.
 Identify uses for BCA within the organization.

 Understand challenges and lessons learned through the implementation and end-user
deployment.
 Learn how to incorporate data and information from MEDITECH beyond the standard
BCA datasets.
1023 - Recommendations from the Automation of Student Access to MEDITECH® Provisioning

Project
Presenters: Jeff Ma and Manmeet Kaur
Organization: Fraser Health Authority, Surrey, British Columbia
Purpose: Clinical placements are an integral part of education for health care students. Every
year, over ten thousand students and instructors have clinical placements in our health
authority (HA) in British Columbia. Historically, students and instructors were not given access
to MEDITECH as most information was paper based. In 2016, electronic documentation was
implemented at one site in our HA. As a result, students and instructors with clinical
placements at that site needed access to MEDITECH. Every year since 2016, approximately 400
students and instructors were given MEDITECH accounts and access. This provisioning was
done manually by three departments; in the Clinical Informatics department, Clinical
Information Specialists (CIS) used information received from emails, Service Desk tickets, and
education reports to give students and instructors MEDITECH accounts and access. With the
future expansion of electronic documentation across our other 11 acute care sites, there was a
need to make the provisioning of student and instruction accounts more timely and efficient.
Therefore, the purpose of this project was to create, test, and apply a technical solution that
automates the provisioning of MEDITECH accounts and access to students and instructors. The
purpose of this presentation is to share the recommendations learned from this project with
other health authorities that utilize MEDITECH as their primary health care information system,
in order to better facilitate the provisioning of students’ access to MEDITECH.
Methodology/Approach: After an analysis and investigation of potential ways to improve

manual provisioning, a technical solution was created. This solution involved a third-party
vendor to create a script. A script is a sequence of instructions created from a set criteria using
structured query language. This criterion was important as it needed to ensure the students
and instructors passed the online training via the Learning Hub prior to being given read/write
access in MEDITECH. Thus, the script used data from the student placement software and
results from the Learning Hub to grant the accounts and access to students and instructors.
Findings/Results: Initial testing found the script was fast and accurate and able to provision
approximately 500 students an hour; thus, the decision was made to provision students and
instructors regardless of the locations of their clinical placements in our HA. This meant we
expanded from one hospital to twelve hospitals. In 2018, 400 students and instructors were
provisioned. Since August 6th to October 6th (2019), over 1,300 students and instructors were
provisioned. In comparison, if 1,300 students and instructors were provisioned manually in the
same amount of time, it is estimated that it would have taken 15 CISs. Even though we
expanded to twelve sites, we found the script was extremely accurate, as there were only 30
exceptions (0.4%) where the script was unable to provision the students and instructors. Thus,
our results found the script provided significant monetary savings, while being fast, efficient
and able to provision clinical placements for twelve hospitals.
Challenges: The automation was performed by creating a script. A third party vendor developed
this script and it took the vendor longer than anticipated. The communication with the vendor
was not timely and as a result, the dates for milestones were not met. This left us with limited
time to test the script. As well, there was not enough data in the TEST environment to have a
robust and comprehensive evaluation of the script. As a result, when the script was
implemented in the LIVE environment, the script froze and was stuck. Moreover, there were
discrepancies in the fields available in our TEST and LIVE environments; this in turn resulted in
the script failing to properly provision the students we had [programmed]. Another challenge
we faced and addressed was that our script did not update MEDITECH from the back end—it
operates from the front end of the application and enters text as any CIS would. An example of
a front-end challenge was not giving the script access to enter/edit all MIS profiles. Thus, after
our Go-Live implementation, we discovered some of the exceptions that the script failed was a
result of the script’s inability to remove the student user from their current profile. We were
able to fix and enhance the script, but for others implementing similar script, more challenges
may be faced if team members do not have the technical knowledge that is required in both
databases (ex. using SQL server) and programming, as scripts are in VBScript/VB.net.
Conclusion/Implications/Recommendations: The implementation of a technical solution (script)

that automates the provisioning of MEDITECH accounts and access to students and instructors
was a massive success. Automation reduces human error, grants access faster, and requires
fewer resources. It has been recommended to amend and apply this script to other areas of
Clinical Informatics in our HA where there is manual provisioning of MEDITECH accounts and
access.
Jeff Ma was born and raised in Vancouver, British Columbia. He has been a Registered Nurse for
seven years. He has worked in various roles and have held positions as a surgical nurse, high-
acuity nurse, clinical nurse educator, and hospital site leader. Jeff became a Clinical Information
Specialist in August of 2018 where he is presently working in the Healthcare Informatics
Department, primarily supporting the modules of MIS and EMR. He is also currently enrolled in
graduate education and working towards his Masters of Nursing.
Manmeet Kaur has a technical background with Bachelors of Technology in IT and then Post–
Bacc in Computer Science. She has five years of experience working as Application analyst within
Retail and Finance industry. But she wanted to do something different and more valuable and
healthcare has always fascinated since she was a kid, which made her join Fraser Health as
Business Systems Analyst in May 2019. Manmeet’s first project at Fraser Health was Student
Access Provisioning for MEDITECH, in which she worked as BA and as well as developer.
 Discuss the challenges associated with automating the MEDITECH student provisioning
process.
 Describe the benefits of automating this workflow from both an employee and
customer perspective.
 Provide recommendations to other teams/authorities who wish to automate their
processes.
1024 - From Tags to Colored-Coded Status Events: Enhancing Patient Flow and
Communication in Emergency Department
Track: Patient Care
Presenter: Cherry (Nok) Cheng
Fraser Health Authority, Surrey, British Columbia
Effective staff communication is essential in the Emergency Department (ED). In our health
authority in Canada, one method identified for improvement is the system of applying color-
coded tags to paper charts as this method causes delays in patient reassessment and discharge.
Another method is using the Emergency Department Management (EDM) Module in MEDITECH
to enter status events for communication. EDM is utilized by the emergency room clinicians to
document and manage the delivery of high-quality patient care and facilitate the transfer of
information between clinical practice and its utilization in the health care information system.
However, the status events used in EDM are not easily visible and/or identifiable to clinicians.
Hence, the objective of this project is to enhance staff communication and patient flow in two
EDs, a community ED, and a level 1 trauma ED, by translating the physical color-coded tags
concept into electronic color-coded status events.
Three color-coded status events were built in the EDM module: "EP [Emergency Physician] to
Reassess", "New Orders", "Ready to Discharge". Implementation included a heuristics review,
risk assessment and color blindness testing, sponsorship support from ED leadership, and
frontline engagement with morning huddles, poster presentations, and Morae software
usability testing. Staff feedback, patient flow measures, and usage rates were analyzed pre- and
post-implementation. The project was implemented in February 2019 and concluded in July
2019.
Feedback from physicians and nurses highlighted a perceived improved patient flow and an
ease of communication in ED. The project results from February to July 2019 showed increases
in the usage of the colored-coded status events: up 283% in the community ED, and up 78% in
the Level 1 Trauma ED. The specific patient ED throughput measures such as the time between
physician reassessment to patient discharge and to new orders showed a decrease in time.
There was an average of 60 minutes saved in the EP to Reassess to New Orders process across
both EDs.
The implementation of electronic color-coded status events: enhanced communication,

improved patient flow, and enabled detailed patient flow data collection. One of the main
contributing factors for a successful implementation was the engagement and leadership of
frontline staff. Although both project sites reported an increase in usage, the varying rates
reflect their differences in workflow integration. As next steps in implementing regionally
across all EDs, frontline staff at each ED will be empowered to establish their unique definition
and workflow integration of the electronic color-coded status events.
Cherry Cheng is a Registered Nurse, in her 5th year in healthcare in Canada. During that time,
she has worked as a medical frontline nurse and emergency department nurse. Since 2018, she
has been working in Health Informatics as a Clinical Information Specialist in the Fraser Health
Authority overseeing 13 hospitals. She is currently studying Masters of Science in Health
Informatics at the University of Victoria with her research area focusing on machine learning
and emergency department overcrowding. She is excited to share about the EDM Color-Coded
Status Events Project implemented to enhance patient flow and communication in the
Emergency Department.
 Describe how the electronic color-coded status events improve patient throughput
processes and staff communication in the Emergency Departments.
 Describe the specific workflow challenges faced when transitioning to the electronic
color-coded status events in the Emergency Departments.
 Identify strategies in enhancing clinician engagement and workflow integration.
1025 - Surveillance: Tips, Tricks, Workarounds and Disasters

Presenters: Chris Neumann
Organization: Valley Health System, Ridgewood, New Jersey
In this session, we will look at some of the more advanced combinations of rules and facts used
to find those tricky populations of patients. We will also discuss how surveillance can be used to
work around some of the gaps in MEDITECH standard worklist building functionality.
Topics include:
 Building Lab result qualifying and removal rules.
 Report completion compliance.
 Using simple rules to collect timestamps.
 Linking profiles to make stoplight indicators.
 Using Component Groups (and when not to use them).
Finally, we will go over some of the potential disasters that you could run into when building
profiles and how to identify problems.
Chris Neumann has been working with the Valley Health System for the last six years and in
healthcare since 2005. Since the implementation of 6.14 in 2015, Chris has been the primary
analyst for the Surveillance module along with the Bed Management and Environmental
Services modules. He also works with ECQMs, Infection control, Patient Portal, Quality, Risk
Management and Valley Dining.
 Building more complex surveillance profiles

 Learn about the successes and failures of surveillance
 Gain knowledge of what surveillance is capable of
1026 - Reducing Rejections and Denials Through Implementing Account Checks in MEDITECH
Expanse
Presenters: Sean Samiljan and Jennifer Brohm
Rejections and denials can be reduced significantly by implementing account checks. Account
checks are designed to catch errors on bills prior to the bill exporting MEDITECH to the
clearinghouse. Reducing rejections and denials increases revenue, as well as reduces the length
of time a payer takes to pay a claim. Payers will receive clean claims more frequently, in turn
providing a quicker turn-around time for payment. Attend this presentation to learn about the
implementation and process.
Sean Samiljan is a manager of Application Support Admin/Financials at the Valley Hospital. He

has worked with MEDITECH for over 20 years.
Jennifer Brohm is an Application Analyst at The Valley Hospital, supporting

Administrative/Financial applications.
1027 - 6.x to Expanse: Lessons Learned
Track: Other
Presenters: Eric T. Carey and Michael P. Burke
The Valley Hospital, a 451-bed community hospital in northern NJ, upgraded to Expanse in 2019
after five years on 6.x. Join us for a review of everything we wished we'd known before the
upgrade, lessons learned, and where we still are tweaking Expanse.
As Vice President and CIO, Eric Carey is responsible for the Information Systems and Telecommunications
services for the Valley Health System. This includes all services from infrastructure through to end-user
customer service, via a 24x7 Service Desk. The department supports all buildings (over 60 locations),
including all of the physician practice locations of the Valley Medical Group. The Valley Health System is
a $700 million health system in northern New Jersey that includes The Valley Hospital, a 451-bed facility
located in Ridgewood NJ, Valley Home Care and Hospice, and The Valley Medical Group, a 300+ member
physician organization with locations throughout northern New Jersey and southern New York State.
Mr. Carey began at Valley in 1994 as the Manager of Application Development. He was later promoted
to Director of Information Systems, and ultimately became VP/CIO in 2010. He has been a leader of the
development the Information Systems department from a small group to a full service department of
about 110 staff and leaders. Mr. Carey has been an active participant in many company-wide initiatives
in order to make sure that the Information Systems and Telecommunications departments maintain high
quality relationships with all of the customers throughout the Valley Health System.
Valley is part of the Jersey Health Connect regional Health Information Exchange and routinely partners
with affiliated organizations to share data. Valley Information Systems has been recognized as a Most
Wired health system for 16 consecutive years and earned HIMSS Stage 6 recognition in 2011. With the
implementation of MEDITECH 6.x the team is now working on attaining HIMSS Stage 7 recognition.
Michael P. Burke RN, PMP, MS, HCM, is the Assistant Vice President and Chief Application Officer at
Valley Health System in Ridgewood, NJ, a community health system which provides acute, ambulatory
and home care services to Bergen County. Michael has been in health care for over 26 years, in health
care IT for over 20 years and is a member of HIMSS and PMI. Michael has worked at several health care
institutions and implemented multiple clinical systems, and most recently led the transition from
MEDITECH 5.67 Magic to MEDITECH 6.15.
1028 - Tips and Tricks in CWS
Track: Patient Care
Presenters: Lisa Quesnel and Carole Weinstein
Join us to review some tips and tricks for maximizing functionality of CWS while satisfying users.
Various methods of building and manipulating grid displays will be shown, as well as user access
tweaks, CWS/OM links, and other helpful ideas.
Lisa Quesnel is an Application Analyst at The Valley Hospital. She has over eight years working
with MEDITECH Client Server, 6.x Ambulatory, and Expanse.
Carole Weinstein is a Project Specialist at The Valley Hospital in Ridgewood, NJ, a 451-bed acute care
facility. She has installed and supported the perioperative areas through four OR systems over the last 20
years, as well as many other MEDITECH modules in her 20+ years at Valley.
1029 - Training Doctors Can Be Like Herding Cats

Track: Leadership & Culture
Presenter: Michael P. Burke
Training doctors can be like herding cats: come to this session and learn how Valley Health
“herded their cats”! All joking aside, there are real challenges in training the complex physician
audience. There are options in training the physician audience, but they all come with varying
outcomes and satisfaction levels. In this fun but informative session, Valley Health, and their
learning partner, will share their insights and experience on how to herd your cats and come
out purring!
Michael P. Burke RN, PMP, MS, HCM, is the Assistant Vice President and Chief Application Officer at
Valley Health System in Ridgewood, NJ, a community health system which provides acute, ambulatory
and home care services to Bergen County. Michael has been in health care for over 26 years, in health
care IT for over 20 years and is a member of HIMSS and PMI. Michael has worked at several health care
institutions and implemented multiple clinical systems, and most recently led the transition from
MEDITECH 5.67 Magic to MEDITECH 6.15.
Linda Hainlen is the Training Aficionado at Sedona Learning Systems.
 The participant will gain insights into how to organize the physician training effort and
reduce shiny object distractions.
 Participant will be presented with varying methods of training physicians and
understand why Valley Hospital choose the route they did. As well, participant will
obtain valuable insight on which learning tools and approaches will increase learner
satisfaction and adoption while decreasing workarounds.
 Participant will learn what challenges Valley Hospital faced and how they overcame
them.
1030 - Opioid Stewardship: Leveraging PDMP and CDS with opioid prescribing
Track: Patient Care
Presenters: Dr. Ginny Kwong and Ralph Jacob
Organization: Halifax Health, Daytona Beach, Florida
In an effort to combat the national opioid crisis, Florida legislation passed House Bill 451
effective July 1, 2019 to augment House Bill 21 on opioid prescribing. It addresses medication
overprescribing to decrease morbidity and mortality from opioid misuse, abuse, and overdose.
The law has several requirements including discussion of non-opioid treatment alternatives,
review of Prescription Monitoring Drug Program (PDMP) database and providing an
Alternatives to Opioid educational pamphlet prior to prescribing, ordering, dispensing or
administrating a schedule 2 controlled substance. When discharging inpatients with treatment
of acute pain, a 3-day supply of opioids recommended with up to 7 days permissible with
documentation of acute pain exception.
Here, we describe the development and implementation of processes to meet the state House
Bill 21 and 451 requirements and examine changes with inpatient opioids prescribing and
discharge prescriptions within an urban community-based hospital. Description of innovative
design leveraging MEDITECH Expanse enhanced capability and functionality to improve
workflow efficiency will be shared to meet the regulatory requirements.
Ginny Kwong, MD, FAAFP is Vice President and CMIO for Halifax Health in Daytona Beach,
Florida providing leadership in design and integration of health information technology. She is a
practicing hospitalist delivering quality inpatient care. Dr. Kwong received her BA from
Washington University, St. Louis, MO completing a Howard Hughes Medical Institute
Undergraduate Research Fellowship. She completed medical school at University of Mississippi
Medical Center and Residency at Halifax Health where she was chief resident. She is a recipient
of the prestigious American Academy of Family Physician (AAFP) Award for Excellence in
Graduate Medical Education. She is a Fellow of the American Academy of Family Physicians and
Diplomat of American Board of Family Medicine.
Ralph Jacob, PharmD, Cph, Medical Informaticist Pharmacist, Halifax Health
 Describe the Florida regulatory requirements to combat the national opioid crisis
 Describe how utilization of Prescription Drug Monitoring Program workflow provided
information for effective decision making in opioid prescribing
 Explain innovative designs to leverage MEDITECH Expanse functionality to provide point
of care clinical decision support for opioid ordering.
1031 - BCA Implementation Stories & Solutions
Presenters: Ryan Cloutier and James Duffey
Organizations: Northeastern Vermont Regional Hospital, St. Johnsbury, Vermont; Liberty Street
Partners
This presentation is an implementation story of two facilities that have purchased the
MEDITECH Business & Clinical Analytics module. Together they will share their facility goals and
objectives with the purchase of BCA and whether they were able to accomplish what they set
out to do. They will also share the knowledge they acquired, and lessons learned during install
and support of BCA-Visual Insight over the past years.
Ryan Cloutier is the Manager of Data Services at Northeaster Vermont Regional Hospital. A rural
25-bed Critical Access Hospital in Northern Vermont. He has six years of MEDITECH Data and
Reporting experience spanning from MEDITECH Magic to 6x and then to Expanse in September
of 2018. He is continually focused on pushing the boundaries of data reporting capabilities
within their organization and nationally alongside the great community of MEDITECH data folks.
In his 30 years in the healthcare IT industry, James Duffey has been involved with the
installation, maintenance/support and migration of all MEDITECH EHR platforms to date. The
installation of these environments has included large healthcare organizations, urgent care
facilities, and rural hospitals. His career has encompassed numerous roles in the clinical
products and services fields ranging from implementation specialist, supervisor, manager and
director. Starting in 2006, his primary focus became technical services and solutions for all
MEDITECH platforms/applications. As a senior technical consultant, project manager and
director, James’ focus has been providing facilities with needed technical expertise to optimize
their current EHR platforms (MAGIC, C/S). Most recently he has been working with MEDITECH 6x
and Expanse installation/migrations to assist them with using technical services and solutions to
help reduce cost and increase efficiency.
 Identify various methods for distributing and administering reports & dashboards
including identifying key support resources for the BCA module
 Identify various Visual Insight Custom data model filtering and external visualization
options
 Compare and Contrast BCA Standard ARRA MU EH Dashboards with the Quality Vantage
Product
1032 - One Patient. One Record. One Health System's Journey
Presenters: Sean Samiljan and Dan Cidon
Organizations: Valley Health System, Ridgewood, New Jersey; NextGate
Accurate patient identification is a critical aspect of healthcare delivery, especially in the thrust
toward nationwide interoperability and value-based care. For Valley Health System, a regional
network of three hospitals that serves 450,000 residents throughout northern New Jersey and
southern New York, tracking individuals across various providers is paramount for outcomes
improvements and coordination of care.
For Valley, however, accessing patient information across its three EMRs was a scavenger hunt.
Data was isolated, trapped in silos, and lacked compatibility with other clinical system,
triggering a flood of duplicate data, inaccurate reporting and analytics, administrative burdens
and unnecessary duplication of services. Further, patient identification technology embedded in
Valley’s primary MEDITECH EMR was only performing with 10 percent accuracy.
In 2019, Valley began a transformative journey to create a single patient record across all
hospital locations to support patient centricity, process excellence, and sustainable data
exchange. In just three months, Valley reduced its duplicate record rate by 50 percent and
decreased the administrative burden on its HIM department by more than double.
This session will detail how Valley developed a robust data governance and identity
management strategy for medical record integrity and information sharing across the
enterprise to properly track continuity of care across all entities. This presentation will also
explore the requirements for maintaining accurate and comprehensive demographic data so
that each patient is represented only once across all subscribing systems.
During the presentation the speakers will share:

 Valley’s integration journey for delivering cross-organizational data exchange and
patient ID matching throughout its three EMR systems (MEDITECH, Athena and
Homecare Homebase); success factors of the initiative; technology requirements and
basis for implementation.
 Unique challenges and benefits of taking a best-of-breed approach - How Valley reduced
administrative burdens and patient safety errors with a modernized platform of clean,
normalized data
 How patient identification supports Valley’s quality reporting, analytic and population
health strategies
With two decades of experience driving digital transformation as part of a passion to improve
clinical, financial and operational efficiencies, Sean Samiljan has dedicated his career to
healthcare IT. As the Manager of Financial and Administrative Systems at Valley Health System,
Sean leads an innovative team to meet the challenges of accountable care. He joined Valley in
1996, and prior to that served as an Implementations Consultant for MEDITECH. Outside of
work, Sean serves as President of the Lenape Valley Youth Basketball Association to foster
support and development for student athletes.
With an unwavering commitment to innovation and success, Daniel Cidon has been a pioneer in
the health information technology industry for the last 20 years. As Chief Technology Officer and
co-founder of NextGate Solutions, Inc., a global leader in enterprise health data integration
specializing in patient ID matching, Dan has been focused on leveraging technology to turn
problems into opportunities to make a difference.
Today, Dan is responsible for shaping NextGate’s long-term technical vision and turning
emerging technologies into leading-edge solutions. As a specialist in the intricate domain of
pattern analysis and probabilistic matching algorithms, he brings innovative and pragmatic
solutions to the company’s product portfolio.
Dan is a credible industry thought leader, educator and mentor in the areas of healthcare
interoperability, standards development and integration, frequently speaking and writing about
the quality, operational and safety issues related to siloed and incomplete patient data in
healthcare. As a respected voice in patient identification technology and biometrics, Dan is the
author of several published articles and a sought-after expert in health IT. He is a regular
contributor to Health Data Management magazine and was recently recognized as a CTO of
Year nominee by the Los Angeles Business Journal.
Dan holds a Masters in Computer Science from the University of California, Davis and a B.S. in
Mechanical Engineering from The University of Texas at Austin. When Dan is not wearing his
CTO hat, he enjoys playing piano, woodworking, photography and building cool stuff with his
kids.
 Describe the challenges and downstream impacts associated with maintaining patient
identity across the healthcare enterprise
 Define the key use cases for moving patient identity management out of one's EMR.
 Best practices for maintaining clean, de-duplicated patient medical records.
1033 - Into the Expanse

Track: Patient Care
Presenters: Richard Travers and Gwen Kaur
Organization: The Valley Hospital, Ridgewood, New Jersey
‘Into the Expanse’ outlines our experiences with implementing the newest MEDITECH release of
Expanse. Join us as we look back on the struggles and successes leading up to go-live with a
focus on the impact to providers.
Richard Travers is a Systems Specialist at The Valley Hospital, supporting the Advanced Clinicals.
 Attendees will learn what to look out for when converting to Expanse.
 Attendees will learn how The Valley Hospital organized the rollout to over 1000
providers.
 Attendees will learn the experiences of our early adopter providers (hospitalists and
emergency providers)
1034 - MEDITECH Expanse Transition and Continuity of Care Enabled by Data Migration
Presenters: Dr. Mark Snowise and Doris Meier
Organization: Berkshire Health Systems, Pittsfield, Massachusetts
Berkshire Health Systems, a provider of comprehensive healthcare services based in Berkshire

County (Mass.) and a MEDITECH customer since 2000, recently concluded an implementation
of MEDITECH Expanse. As part of the implementation, Berkshire added MEDITECH Ambulatory
and Acute Care solutions across its 225 physician practices. MEDITECH has focused on
increasing the value of data migration – a core underpinning of ensuring continuity of care in a
transition to Expanse – and the Berkshire Health System developed a thoughtful strategy to
maximize their value.
In this presentation, the Berkshire team will discuss their data migration approach, experiences,
and scenarios encountered during their transition. Best practices and considerations utilizing
the latest MEDITECH clinical element migration offerings, as well as patient population scope,
data volume, patient matching, data mapping, and testing & validation will be discussed.
Dr. Mark Snowise is Medical Director of Informatics Ambulatory Physician Practices for
Berkshire Health Systems. Dr. Snowise specializes in sports medicine specialist and has been
practicing for 20 years. Dr. Snowise is a graduate of Tufts University School of Medicine in 1996.
Doris Meier, IT Director, Physician Practices, Berkshire Health Systems
 Discover the approach and strategy taken to build scoping options necessary for a
MEDITECH Expanse migration
 Define benefits and drawbacks of the MPI process when migrating from Client Server
and Other Vendor systems
 Explain the merits of and differences between discrete & non-discrete migrations and
the values of each for care continuity
1035 - How to Pack Priority into a Successful Update: A History Lesson and Change in
Philosophy
Presenter: Jodie Sharp
Organization: Harrison Memorial Hospital, Cynthiana, Kentucky
The task of rolling out a successful MEDITECH update has changed over the years and with
those changes comes the opportunity to improve. After having gone to MEDITECH 6.15,
Harrison Memorial hospital will go through what was, what is and hopefully what will even
improve their Go-Lives in the future. Come and listen to real life stories related to successfully
rolling out a MEDITECH update.
Jodie Sharp has worked at Harrison Memorial Hospital (HMH) for 14 years and has recently
assumed the role of Clinical Analyst Supervisor. She received her first degree from Maysville
Community College, her BA from Indiana Wesleyan and two years ago received her MSN from
Walden University.
 Why the management of MEDITECH updates requires different tools and strategies
 What is needed in order to streamline and manage the over abundant number of DTS
that come with a MEDITECH update
 What HMH found worked best for them and where they learned to perform the next
update even better
1036 - MEDITECH Ambulatory Implementation: A View from the C-Suite

Presenters: Tom Kurtz and Gilbert Hoelscher
Organizations: Memorial Healthcare, Owosso, Michigan; CereCore
Implementation of any provider-focused Ambulatory EMR is fraught with difficulties. There are
many guides and toolkits that focus on the technology and the software configuration however,
the real key to a successful large-scale MEDITECH Ambulatory implementation begins in the C-
Suite. Starting with the decisions regarding which EMR system, and which components will be
utilized, the executive team should actively explore the options with an eye on software and
labor costs, and the potential disruption to the organization’s operations. In addition, it is
critical that the executive team develop a strategy early in the project to engage the physicians,
mid-level providers, and practice managers to ensure that their diverse needs are met.
Review, and understanding, of current workflows compared with new MEDITECH Expanse
functionality will help ease the transition process. This presentation will review the journey,
both the good and the bad, Memorial Healthcare took to achieve a successful MEDITECH
Ambulatory implementation.
Tom Kurtz is Vice President and CIO at Memorial Healthcare. He is responsible for the areas of
information services, business development and public safety. Memorial Healthcare is an
independent, not for profit 150-bed hospital and 100 provider practice group in Michigan.
Gilbert Hoelscher is the Manager of MEDITECH Consulting Services for CereCore. CereCore was
the selected implementation partner for Memorial Healthcare's recent MEDITECH Expanse
implementation.
 MEDITECH Expanse Ambulatory pre-implementation planning

 MEDITECH Expanse Ambulatory go live preparation
 MEDITECH Expanse Ambulatory lessons learned
1037 - The Do's and Don'ts of Platform Migration

Presenter: TJ Temple
Organization: Ozarks Medical Center, West Plains, Missouri
Ozarks Medical Center moved from a multiple EHR environment to a consolidated environment
using MEDITECH Expanse on January 1st 2020 utilizing the "big bang" approach. This
presentation will highlight the top Do's and Don'ts when migrating from different platforms
into a unified platform. Topics will include staffing recommendations, vendor relations, data
conversions, interfaces, education tactics, organizational engagement, project branding, and go
live support to name a few. Though the presentation will be geared from perspective of Ozarks
Medical Center's journey from multiple EHR systems (Allscripts, T- system, Netsmart,
MEDITECH CS) to MEDITECH Expanse, the information could be applied for any major platform
migration.
TJ Temple is the Executive Director of Information Technology at Ozarks Medical Center in West
Plains, Missouri, where he has been employed for 16 years. TJ is active in the MUSE community
and is currently serving on the MUSE Board or Directors as a Director at Large as well as Board
representative on the Education Committee. Ozarks Medical Center is a 114-bed community
hospital with 23 rural health and specialty clinics serving a nine county area. The facility moved
from a multiple EHR environment to a unified MEDITECH platform on January 1st 2020.
 Get key insights into vendor considerations that will put your organization ahead of the
planning curve.
 Understand staffing considerations for your migration and learn tactics to prepare your
organization for the huge undertaking of platform migration.
 Learn ideas and tactics for organizational engagement strategies to help garner support
for your project across the organization.
1038 - Problem List Engagement during Expanse Implementation
Presenter: Priscilla A. Frase
This presentation will review Ozarks Medical Center's (OMC) approach to problem list
engagement during Expanse implementation. OMC is an independent, not-for-profit, 114-bed
hospital with nine primary care clinics and 15 specialty clinics in West Plains, Missouri.
Prior to Expanse, organization had multiple EMRs (primary systems: Client/Server 5.67,
Allscripts, T-system) with disparate, cluttered problem lists and little to no established problem
list governance. With Expanse and the new-for-us concept of a shared medical record across all
care areas, engaging providers in problem list governance and active management became a
priority for our organization. We chose not to convert any historical information, on the clinical
side, beyond laboratory data, opting instead to start with a clean slate.
Our Physician Advisory Committee (PAC) embarked on the arduous task of becoming
knowledgeable enough about problem list and other functionality in Expanse to be able to
make informed decisions regarding policy development. We utilized the materials provided by
MEDITECH for this process, in addition to many hours of discussion and brain-storming over the
course of a year. OMC's PAC team managed to come to an agreement with general problem list
approach involving not only primary care providers and hospitalists, but also specialists,
surgeons, psychiatry, ED and Urgent Care. Further, we made the bold-for-us decisions to limit
nursing involvement in problem and history lists to the ability to add pending diagnoses only
and to require problem reconciliation at discharge for acute patients.
Our experience through this endeavor and the educational approach we took with the
remainder of the medical staff before, during and after go-live will be reviewed. Hear our highs
and lows, what we did well and what we wish we had done differently. You will also learn how
it all turned out in the end, including comparisons of before and after problem lists from real
patient examples. This session will provide a basic overview of problem list functionality in
Expanse compared to our legacy systems. With our last EMR implementation, it only took about
three months for our problem lists to become unmanageable. Was the investment in time
devoted to problem list engagement during the implementation phase of Expanse worth it?
You will have to join us to find out. Our Expanse Go-Live date was 01/01/2020.
Dr. Frase is hospitalist and CMIO at Ozarks Medical Center in West Plains, MO. She previously
worked as hospitalist and CPOE physician educator through an HCA-affiliated hospital in
Tennessee. Dr. Frase received her medical degree and completed her residency in Internal
Medicine and Pediatrics at the University of Tennessee Health Science Center. She has used
MEDITECH at every stop along her professional journey.
 Identify several approaches to engaging providers in discussion of organizational

problem list governance, including review of current problem list state, discussion of
historical background for problem lists (apart from EMRs) and demonstration of
significantly changed problem list functionality in Expanse.
 Appreciate the pros and cons of 1) not converting problem lists during new EMR
implementation, 2) the approach we took to patient care with an essentially blank
medical record at go-live and 3) problem list management settings we chose to institute.
 Describe the benefits, or lack thereof, of focusing a large amount of CMIO & PAC
implementation time on problem list management.
1039 - Putting Sanity into SANE Documentation

Track: Patient Care
Presenter: Becky Dawson
Organization: WhidbeyHealth Medical Center, Coupeville, Washington
Our paper-based Sexual Assault Nurse Examiner (SANE) documentation was problematic for
several reasons. Not only did we solve the issues by converting the forms to nursing
assessments, but we were able to improve and standardize the documentation and discharge
packet. Learn how we included the local police department and sexual assault advocacy group
to develop a stellar program. After attending this program, you will be able to build a SANE
intervention that satisfies medical and legal requirements, includes traumagrams and
incorporates relevant information from the assessment into the discharge packet.
This project was accomplished in 6.08 and is also relevant for other platforms.
Becky Dawson, BSN, MBA, RN-BC overlaps 25+ years of hospital nursing with 20 years of build
experience in MEDITECH, spanning Magic, Client/Server and 6.x in a variety of hospital settings.
Prior MUSE presentations covered BMV, ORM and Patient Portal. Becky is currently working in a
Critical Access Hospital (CAH) on Whidbey Island and supports PCS, EDM, OM, ORM, PDOC,
PCM, BMV and MIS Rules.
 Incorporate medical and legal requirements into assessment templates

 Upload and associate appropriate traumagrams to the assessment templates
 Create a discharge packet using documentation from the SANE assessment
1040 - Make Your Suicide Screening and Safety Program Efficient and Comfortable
Track: Patient Care
Presenter: Becky Dawson
Organization: WhidbeyHealth Medical Center, Coupeville, Washington
U.S. suicide rates increased 33% from 1999 to 2017. Does your hospital have a suicidality
screening tool paired with a safety program that’s tailored to the patient’s measured suicide
risk? Since implementing this program in 2018, WhidbeyHealth has successfully screened 100%
of adult patients. Negative screens are accomplished in less than a minute. This presentation
covers a program based on the P4 Suicidality Screener and includes screening on all ED and
admitted patients over 10 years old with linked interventions to create a safety program
matched to the risk level. After attending this program, you will be able to build a screening
tool that uses rules and pop-up messages to guide nursing actions along with interventions for
environmental safety and behavioral assessments.
This project was accomplished in 6.08 and is also relevant for other platforms.
Becky Dawson, BSN, MBA, RN-BC overlaps 25+ years of hospital nursing with 20 years of build
experience in MEDITECH, spanning Magic, Client/Server and 6.x in a variety of hospital settings.
Prior MUSE presentations covered BMV, ORM and Patient Portal. Becky is currently working in a
Critical Access Hospital (CAH) on Whidbey Island and supports PCS, EDM, OM, ORM, PDOC,
PCM, BMV and MIS Rules.
 Adapt a standardized suicidality screen to an assessment

 Use rules to score the screen and inform the nurse of appropriate actions
 Customize environmental safety assessment to match the organization
1041 - Connecting Disparate Data Points – You Have the Interoper-Ability!

Presenters: April Parzych and Lauren Josie
Harrington Healthcare
As hospitals strive to meet their functional interoperability initiatives, while being mindful of
Promoting Interoperability requirements, they need to be able to connect many different
complex systems inside and outside the four walls of the hospital. The benefits of a streamlined
integration landscape are numerous; personnel efficiencies are gained, improved workflows
leading to better relationships with providers and vendor partners, and improved patient care.
The challenge is that not all hospitals have the right technology or resources in place to
accomplish these benefits. Capital is a challenge in most institutions and is often amplified in a
small community hospital setting.
Harrington Healthcare evaluated their IT staff and infrastructure, with the goal of accomplishing
their current and long-term interoperability objectives with cost efficiency and long term
maintenance in mind.
This presentation will cover topics such as Harrington Healthcare's challenges in the
interoperability space, how they found solutions to navigate through the various disparate
software in their portfolio and share a few of their unique integration accomplishments.
April Parzych is an accomplished Applications Analyst within Harrington's IT Department.

Amidst many other responsibilities, she oversees all things laboratory. This niche has provided
her with the opportunity to work very closely with our interfacing and interoperability resources
and projects. Each day, April strives to enhance and improve the patient's experience through
implementing solutions and providing excellent support.
As the Director of the IT Department, Lauren Josie oversees the networking, desktop and
applications support teams for Harrington Healthcare. With a background in EHR
implementation, Lauren provides the Harrington IT Team with support and direction to keep the
community hospital moving forward in an ever-changing industry.
 Harrington will describe the barriers they faced due to having multiple disparate
software systems in place, and subsequently, how they developed an interoperability
landscape that provides them with significant benefits.
 The presenters will describe many of the interoperability technologies and
methodologies adopted over the course of the last few years, showcasing how each
helped fix a problem or workflow challenge.
 Harrington will share some of the specific, more unique, interfaces they've developed in
hopes of inspiring others to take on new projects and think outside of the box!
1042 - SUR the Cut Above

Track: Patient Care
Presenter: Connie Simmons
Learn how to apply best practices and solutions required to manage the SUR, systems, and
devices. Participate in defining organizational privacy and security requirements, policies and
procedures. We will discuss our journey from McKesson to MEDITECH Expanse Web
Presentation Layer (WPL); an overview of SUR; key success factors; and lessons learned; plus,
time for Q&A.
Connie Simmons is an experienced nurse with a demonstrated history of working in the hospital
and health care industry. She is skilled in team building, Healthcare Information Technology
(HIT), critical care nursing, healthcare management, and healthcare. Connie earned professional
education from Ryerson University.
 Design a formal testing methodology to demonstrate that solutions meet functional

requirements for SUR and integration of SUR
 Corroborate expected benefits are achieved with SUR application for clinicians and
patients
 Provide knowledge transfer through user and operational manuals and training
1043 - "That's Not My Diet!" Improving Diet Accuracy through Integration with DFM
Track: Patient Care
Presenters: Carroll Castro, Valerie Belizaire, and Steven Maly
Organization: Brooks Rehabilitation Hospital, Jacksonville, Florida
Learn about the use of integration for passing complex diets and diet modifications from
MEDITECH Expanse to DFM using a single diet order.
We encountered a number of challenges, including:

 Manipulation of HL7 messages.
 Diet Timing “Time Sensitive Diet”
 Completed at the time of upgrade from 6.15 to Expanse, therefore had limited support
knowledge as we were implementing through service rather than implementation team.
 Differences from DFM and MEDITECH base diet.
We ensured we held frequent meetings with interdisciplinary teams to come up with all needed
diet combinations, including decision documents. Frequent testing and rebuilding to meet
requirements of the two systems to support integration were necessary. Input and assistance
from DFM and MEDITECH was valuable to move forward with integration.
We realized increased satisfaction of dietary staff with integration, and improved order
accuracy compared to previous paper process leading to improved patient safety.
Carroll Castro, MSN, RN CRRN, WCChas worked at Brooks Rehab since 2012. She joined the
team first as a staff nurse on the orthopedic unit. Carroll’s experience elevated her to a charge
nurse role in 2014 on the Orthopedic unit and then the Brain Injury unit. In 2017, Brooks began
their MEDITECH 6.15 implementation and Carroll’s clinical and leadership knowledge led to her
being chosen as the nursing lead for the implementation. Her project experience prepared her
post-live to transition into the Nursing Informatics Lead position. In 2019, Carroll helped lead
Brooks Rehab’s upgrade to Web Expanse working in PAPD, OM and PCS. Carroll has obtained
both her Bachelor's and Master's degrees in Nursing along with certifications in Rehabilitative
Nursing and Wound Care.
Valerie Belizaire is a Senior Applications Consultant with over 10 years in IT at Brooks

Rehabilitation Hospital. She has earned a BS in Computer Sciences from Jacksonville University;
BS in Mathematics Sciences from Jacksonville University; and MS in Computer Information
Systems from University of North Florida.
Since 2016, Steven Maly, MSN, FNP-BC, has worked as the Medical Informaticist at Brooks
Rehabilitation in Jacksonville, Florida. In 2002, Steven graduated from the University of Tampa
and began working as a Nurse Practitioner. He has worked in Rehab Medicine since 2005,
moving to Jacksonville to work for Brooks in 2015. Prior to Brooks, Steven was involved in
implementations of Cerner and AdvancedMD. While at Brooks, Steven was the PAPD Project
Lead and OM Co-Lead for the implementation of MEDITECH 6.15, with a go-live of January
2018. Later that year, it was decided that Brooks would transition to Expanse. Starting in 2019
Steven worked with the Informatics and IT department on a successful upgrade to Web Expanse
for providers at Brooks. He has also worked with Providers to implement a Physician/Provider
workflow in PointClickCare. This year in addition to supporting the current MEDITECH Expanse
and PointClickCare systems, Steven will be working to implement MEDITECH Ambulatory for the
Brooks outpatient practice. He continues to work and see patients as needed, when time allows.
Learner objectives:
 Identify needed members of the interdisciplinary team.
 Understanding of diet build required to meet the needs of the interface and differences
between the two systems.
 Needed HL7 Manipulation for moving items between NTE and ODS segments.
1044 - Behavioral Health and Expanse Documentation

Track: Other
Presenter: Debbie Taber
During this presentation, we will discuss the different steps we took to build our Behavioral
Health Documentation within Expanse. A live demonstration of the build, and how the
documentation appears in Web Ambulatory will be provided. Bring your questions!
Debbie Taber has worked for Ozarks Medical Center for 10 years. She worked seven of those
years as a nurse at the hospital in the NPU, and then went to one of the organization’s clinics
and worked as the Chronic Care Management nurse for a year. She has been working in her
position in IT for about a year and half. During this time, Debbie has been one of two Analyst
working on the Clinical Ambulatory team. They went live with MEDITECH Expanse on January
1st and before this we were on Allscripts.
 Learn different ways to build documentation in Expanse.

 Learn about billing set up and using billable queries.
 Understand documentation and workflows specific for Behavioral Health.
1045 - Expanse Ambulatory Lab Ordering and Resulting
Track: Other
Presenters: Harvey Olascuaga and Debbie Taber
Join us to learn about the setup and workflow process of ordering Labs, MIC, and Path from
Ambulatory via the web. We went Big Bang with our hospital and clinics on January 1,2020. We
have 21 clinics using Expanse Ambulatory. Each clinic is unique from each other – some clinics
that have analyzers and others that do not; every clinic results a handful of tests some more
than others. We discuss go-live issues, troubleshooting, and lessons learned.
Harvey Olascuaga has been a nurse for 21 years and migrated to the IT world in 2006. His first
steps into IT was in a CPSI system. He managed the OR and migrating to electronic charting in
2008. They were about 99% electronically charting before leaving he left that organization in
2014. Harvey worked at two other facilities, learning and sharing knowledge of MEDITECH
before he found my home at Ozarks Medical Center. He has been at Ozarks Medical Center now
for three years. His knowledge of MEDITECH CS, 6.14 and now Expanse has vastly grown since
that day in 2006.
Debbie Taber has worked for Ozarks Medical Center for 10 years. She worked seven of those
years as a nurse at the hospital in the NPU, and then went to one of the organization’s clinics
and worked as the Chronic Care Management nurse for a year. She has been working in her
position in IT for about a year and half. During this time, Debbie has been one of two Analyst
working on the Clinical Ambulatory team. They went live with MEDITECH Expanse on January
1st and before this we were on Allscripts.
 Expanse Ambulatory LIS ordering and setup - facilities migrating to Expanse and have
ambulatory modules will have knowledge of how to setup to order labs, MIC, PATH, and
various other orders.
 Ambulatory Workflow - knowledge of how our facility tailored a workflow that suited
our individual clinics.
 Trouble Shooting Q&A - share our knowledge of the most common issues with
Ambulatory Ordering for Expanse.

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Educational Presentations

1001 - MEDITECH Expanse Implementation: Focus on Web Acute and Web ED

1002 - The Integration of Acuity as a Byproduct of Electronic Documentation

1003 - RULES Using Literature to Enhance the System

Adrienne Christensen is a Clinical Informatics Pharmacist at Williamson Medical Center. Her

Newton Medical Center (NWC) volunteered to be an early adopter for MEDITECH's

Recently Kelly participated as an early adopter for MEDITECH's Antimicrobial Stewardship

We discovered that by building particular inhouse Protocols, Assessments, Rules,

Radiology module standardization is a multi-faceted process involving multiple disciplines to

Benefits of radiology standardization include patient safety, scalability/replication of consistent

1008 - Support The System

1009 - Bridging the LTC Financial Reporting Gap

1013 - Custom Columbia Suicide Nursing Assessment MEDITECH 6.15

Electronic prescription and transmission of medications, or ePrescribe, is increasingly becoming

1015 - eMAR/BMV Journey – MEDITECH Expanse

This presentation will include lessons learned in the following areas:

1016 - Pharmacy Surveillance & Analytics

1017 - Antimicrobial Stewardship Surveillance & Analytics

Antimicrobial stewardship plays a significant role in infectious disease management and

1018 - Pharmacy Matters

1020 - NPR / RD / CDS Tips and Tricks

1022 - BCA Lessons Learned: Year One

 Identify uses for BCA within the organization.

1023 - Recommendations from the Automation of Student Access to MEDITECH® Provisioning

Methodology/Approach: After an analysis and investigation of potential ways to improve

Conclusion/Implications/Recommendations: The implementation of a technical solution (script)

The implementation of electronic color-coded status events: enhanced communication,

1025 - Surveillance: Tips, Tricks, Workarounds and Disasters

 Building more complex surveillance profiles

Sean Samiljan is a manager of Application Support Admin/Financials at the Valley Hospital. He

Jennifer Brohm is an Application Analyst at The Valley Hospital, supporting

1029 - Training Doctors Can Be Like Herding Cats

Linda Hainlen is the Training Aficionado at Sedona Learning Systems.

Ralph Jacob, PharmD, Cph, Medical Informaticist Pharmacist, Halifax Health

During the presentation the speakers will share:

1033 - Into the Expanse

Berkshire Health Systems, a provider of comprehensive healthcare services based in Berkshire

Doris Meier, IT Director, Physician Practices, Berkshire Health Systems

1036 - MEDITECH Ambulatory Implementation: A View from the C-Suite

 MEDITECH Expanse Ambulatory pre-implementation planning

1037 - The Do's and Don'ts of Platform Migration

 Identify several approaches to engaging providers in discussion of organizational

1039 - Putting Sanity into SANE Documentation

 Incorporate medical and legal requirements into assessment templates

 Adapt a standardized suicidality screen to an assessment

1041 - Connecting Disparate Data Points – You Have the Interoper-Ability!

April Parzych is an accomplished Applications Analyst within Harrington's IT Department.

1042 - SUR the Cut Above

 Design a formal testing methodology to demonstrate that solutions meet functional

We encountered a number of challenges, including:

Valerie Belizaire is a Senior Applications Consultant with over 10 years in IT at Brooks

1044 - Behavioral Health and Expanse Documentation

 Learn different ways to build documentation in Expanse.

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