Commercial  Member  Educational  Presentations  

 
 
 
301  –  Protecting  Patient  Privacy  in  an  Ever  Changing  Environment  
Presenter:    James  Lawson  
Organization:    Iatric  Systems,  Inc.  
 
Abstract:    Healthcare  institutions  are  at  greater  risk  of  falling  short  of  patient  privacy  compliance  than  
ever  before.    Movement  to  a  complete  electronic  health  record  and  constant  changes  to  patient  privacy  
regulations  are  key  challenges.    In  this  session  we  will  review  the  changes  to  HIPAA  mandated  by  ARRA  
and  HITECH,  including  breach  notification  rules  and  penalties.    We  will  discuss  how  hospitals  can  
maintain  compliance  with  patient  privacy  laws  by  implementing  system  auditing  and  breach  incident  
tracking  best  practices.    Multiple  examples  of  patient  privacy  breaches  from  healthcare  institutions  will  
drive  discussion  of  effective  methods  for  protecting  patient  privacy.  
 
James  Lawson  has  many  responsibilities  at  Iatric  Systems  including  management  of  the  programming,  
implementation  and  support  of  Security  Audit  Manager.  Before  joining  Iatric  Systems,  Mr.  Lawson  was  
the  principal  of  HCT  Consulting,  assisting  HIM  departments  (among  other  areas)  across  the  nation.  He  
has  more  than  15  years  of  experience  in  the  healthcare  industry  and  is  a  systems  integration  and  
application  security  expert.  
 
 
 
302  –  MEDITECH  6.X  Contracting  –  Legal  Insight  and  Advice  
Presenter:    William  F.  O'Toole,  Jr.  
Organization:    O'Toole  Law  Group  
 
Abstract:    Migrating  to  6.X  is  a  major  decision  and  should  be  given  the  same  due  diligence  as  a  new  
vendor  search.    The  contracting  process  can  be  complicated  and  introduces  considerations  not  found  in  
a  straight  new  vendor  acquisition,  especially  for  long-­‐term  customers.    This  session  will  provide  valuable  
insight  for  all  customers,  large  and  small,  embarking  on  this  new  technology  investment  path.  
 
William  O’Toole  founded  the  O’Toole  Law  Group,  specializing  exclusively  in  healthcare  information  
technology,  following  his  long  tenure  as  Corporate  Counsel  at  Medical  Information  Technology,  Inc.    
Known  and  respected  by  executives,  attorneys  and  consultants  throughout  the  healthcare  industry,  
O’Toole  now  represents  healthcare  provider  entities  and  technology  companies  in  all  aspects  of  
technology  acquisition,  development  and  distribution.  
 
 
 
303  –  NPR  Tips  and  Tricks  –  Fun  with  Printers,  Files  and  Executables  
Presenter:    Joe  Cocuzzo  
Organization:    Iatric  Systems  
 
Abstract:    Join  us  for  Magic  and  C/S  tips  and  tricks  for  2011,  including:  
• Printing  to  multiple  printers  from  one  report.    For  example,  creating  a  face  sheet  that  prints  
three  forms  to  three  different  printers  from  one  ‘Print  Admission  Forms  on:’  prompt.    Switch  
from  portrait  to  landscape  in  one  report.  
• Three  ways  to  create  files  or  multiple  files  from  one  NPR  report:  
o using  FTP.GHT  (magic)  
o using    Z.smb.put.raf  (one  of  a  new  set  of  Z  utilities)  
o using    @File.create  and  @File.write  (Client  Server)  
• Create  a  file  from  an  NPR  report;  close  it  ‘early’  so  you  can  then  open  it  automatically  from  
Word  or  Excel.  
• Build  a  url  with  more  than  255  characters  with  an  NPR  report  and  manage  to  call  the  browser  
with  that  url  without  using  a  VBScript  or  batch  file.  
• More  automatic  graphing  from  NPR  reports,  using  a  Javascript  utility  and  the  browser.  

This  session  is  open  to  NPR  Report  Writers  of  all  levels  of  ability.  
 
Joe  Cocuzzo  is  the  Vice  President  of  the  NPR  group  at  Iatric  Systems.    Since  2000  he  has  headed  the  NPR  
Group  at  Iatric  Systems,  currently  21  strong,  which  provides  NPR  Report  Writing,  CDS  Attribute  and  Rule  
writing,  Proration  rule  assistance,  and  on-­‐site  training  to  MEDITECH  hospitals  in  the  US,  Canada  and  the  
UK.    Prior  to  joining  Iatric  Systems,  Joe  was  a  Senior  Programmer-­‐Analyst  at  Newton-­‐Wellesley  Hospital  
in  Newton,  MA  from  1992-­‐2000  and  before  that  he  was  an  Applications  Consultant  at  MEDITECH.  
 
 
 
304  –  Sometimes  It  Feels  Like  WRECKonciliation  
Presenter:    Michelle  Schneider  
Organization:    Iatric  Systems  
 
Abstract:    With  the  Meaningful  Use  Objectives  related  to  Medication  Reconciliation  and  the  newly  
revamped  and  released  Joint  Commission  Patient  Safety  goals  which  target  Medication  Reconciliation,  
we  finally  have  the  guidance  we’ve  been  waiting  for!    The  rules  are  still  a  bit  vague  and  leave  a  great  
deal  to  interpretation  but  there  is  one  common  theme:    Let’s  eliminate  medication  reconciliation  errors  
and  make  sure  our  patients  know  how  to  be  safe  at  home  by  automating  the  process.  We  can  all  jump  
on  that  bandwagon!    In  fact,  Accreditation  Canada  has  recently  formalized  the  Canadian  Medication  
Reconciliation  requirements  and  they’ve  established  some  paradigms  to  live  by.      
 
In  this  session,  we’ll  take  a  deep  dive  into  the  Meaningful  Use,  Joint  Commission  and  Accreditation  
Canada  requirements.    We  will  evaluate  best  practice  vs.  those  requirements  and  how  to  automate  that  
process  in  order  to  achieve  not  only  a  successful  survey  but  safer  patients.  It’s  time  for  all  of  us  to  walk  
the  talk!  
 
Michelle Schneider  is  a  registered  nurse  with  clinical  background  in  cardiac  and  intensive  care  nursing.    
She  worked  for  14  years  in  a  MEDITECH  hospital.    During  her  eight  years  as  a  clinical  analyst  she  
implemented  and  supported  all  clinical  modules  including  Nursing,  OE,  PCI,  Pharmacy,  Laboratory  and  
Radiology.    She  also  spent  one  year  as  the  Nursing  Information  Systems  Manager  for  a  health  network.    
Michelle  has  played  a  very  active  role  in  MUSE  since  1992  and  took  on  the  role  of  RPGL  for  many  peer  
groups  while  working  at  the  hospital.    She  is  now  a  Clinical  Marketing  Manager.  
 
 
 
 
305  –  Why  are  CCHIT  and  Meaningful  Use  important  to  the  Revenue  Cycle?    
Presenter:    Kay  Jackson  
Organization:    Iatric  Systems  
 
Abstract:    This  session  will  review  some  of  the  newest  programs  that  will  provide  a  significant  impact.    
Widespread  adoption  of  health  information  technology  (health  IT)  can  foster  improvements  in  quality,  
safety,  efficiency  and  access  –  key  goals  in  today’s  national  dialog  on  health  reform.    These  goals  may  
also  soon  drive  reimbursement,  thus  impacting  the  bottom  line  and  revenue  cycle  and  drive  the  
Certification  Commission  for  Health  Information  Technology  (CCHIT®),  a  nonprofit,  501(c)3  organization  
with  the  public  mission  of  accelerating  the  adoption  of  health  IT.      
 
Attend  this  session  and  learn:  
• What  will  be  changing  in  the  Revenue  Cycle?  
• What  is  CCHIT  and  how  does  it  impact  our  facility?  
• What  is  Meaningful  Use?  
• What  is  ONC-­‐ATCB?  
• What  are  some  of  the  criteria  for  these  programs  that  might  impact  Access  and  PFS?  
• What  information  should  I  share  with  my  Revenue  Cycle  staff  to  help  educate  them  regarding  
these  programs/processes  or  government  requirements?    
 
Kay  Jackson  has  a  wealth  of  revenue  cycle  improvement  knowledge  and  experience.    For  15  years  she  
was  in  management  at  third-­‐party  payor  companies  developing  methods  for  delaying  and  denying  
medical  claims  submitted  by  hospitals.    When  she  ’saw  the  light’  she  moved  into  the  hospital  
environment  where  she  spent  10  years  in  management  of  Scheduling,  Access  and  Patient  Accounts.    Kay  
was  then  rewarded  by  being  given  the  privilege  to  develop  and  manage  the  Case  Management  
department.    She  also  developed  one  of  the  first  denials  management  teams  at  a  hospital  in  1989.    For  
the  past  12  years,  Kay  has  consulted  on  strategic  hospital  planning,  redesign  of  access  and  patient  
accounts  processes  and  developed  software  for  the  admitting  and  business  offices.    Kay  has  been  a  
requested  speaker  at  more  than  100  conventions.    
 
 
 
306  –  What’s  the  Real  Story  Behind  Denial  Management?  
Presenter:    Kay  Jackson  
Organization:    Iatric  Systems  
 
Abstract:    Denial  Management  means  different  things  to  different  people.    To  payors,  it  means  they  can  
reduce  payment  or  not  pay  at  all  for  legitimate  services  money  in  their  pocket.    To  hospitals,  it  means  
something  totally  different  -­‐missing  money  to  the  bottom  line.    This  session  will  dive  to  the  heart  of  
denial  management  and  how  the  hospital  can  evaluate  their  lost  revenue,  set  up  process  improvement  
to  prevent  denials  in  the  first  place  as  well  as  how  to  turn  the  tables  on  the  payors.      
 
Attend  this  session  and  learn:  
• Define  denial  management  
• Understand    root  causes  of  denials  
• Discover  how  to  locate  and  repair  denials  
• Build    the  right  team  
• Learn  about  the  right  technology  
• Impact  835  
• Understand  contract  negations  and  renewal  
• Learn  how  the  squeaky  wheel  get  the  money  
 
Kay  Jackson  has  a  wealth  of  revenue  cycle  improvement  knowledge  and  experience.    For  15  years  she  
was  in  management  at  third-­‐party  payor  companies  developing  methods  for  delaying  and  denying  
medical  claims  submitted  by  hospitals.    When  she  ’saw  the  light’  she  moved  into  the  hospital  
environment  where  she  spent  10  years  in  management  of  Scheduling,  Access  and  Patient  Accounts.    Kay  
was  then  rewarded  by  being  given  the  privilege  to  develop  and  manage  the  Case  Management  
department.    She  also  developed  one  of  the  first  denials  management  teams  at  a  hospital  in  1989.    For  
the  past  12  years,  Kay  has  consulted  on  strategic  hospital  planning,  redesign  of  access  and  patient  
accounts  processes  and  developed  software  for  the  admitting  and  business  offices.    Kay  has  been  a  
requested  speaker  at  more  than  100  conventions.    
 
 
 
307  –  Mobile  Madness  
Presenter:    Steve  Walker  
Organization:    Iatric  Systems  
 
Abstract:    So  many  wireless  devices  –  laptops,  instruments,  handheld  devices  and  phones!    It’s  not  just  
staff  that  wants  to  access  the  wireless  network  now;  it’s  patients  and  visitors  too!    Wireless  networks  
can  be  a  jungle  and  without  a  map  it’s  easy  to  get  lost.    This  session  is  designed  to  help  individuals  –  
from  beginners  to  experts  –  understand  the  challenges  involved  and  identify  the  deployment  methods  
best  suited  to  each  organization’s  particular  environment.        
 
Primary  topics  to  be  covered  include:    
• Site  Surveys  and  Physical  Challenges  
• Network  Topology  and  Roaming  Devices  
• Application  Deployment  vs.  Handheld  Deployment  
• Bandwidth  Considerations  
 • Authentication  and  Security  
• 2011  Devices  and  Connectivity  Information  
 
As  the  Director  of  Application  Development  at  Iatric  Systems,  Steve  Walker  supervises  programmers  and  
manages  the  development  of  all  server,  desktop  and  handheld  software  offered  by  Iatric  Systems.    Prior  
to  joining  Iatric  Systems  in  February  of  2006,  Steve  was  the  Network  Services  Manager  at  Central  
Missouri  State  University  (CMSU),  where  he  also  managed  the  network  and  servers  for  affiliated  
University  Health  Center.    Steve  regularly  presented  at  MORENet  conferences  (Missouri  Research  and  
Educational  Network),  acted  as  the  network  security  contact  for  CMSU  and  was  a  member  of  the  
MORENet  Security  Committee.    He  received  his  BS  in  Computer  Information  Systems  from  CMSU  and  has  
been  programming  professionally  for  16  years.    Steve  served  in  the  military  and  received  four  letters  of  
commendation  during  his  US  Naval  career.    In  his  spare  time,  Steve  enjoys  programming,  woodworking  
and  automating  home  control  (he  can  turn  his  lights  on  by  saying,  “Computer  –  lights  on!”).  
 
 
 
308  –  Survive  Post  Payment  Audits  101    
Presenter:    Kay  Jackson  
Organization:    Iatric  Systems  
 
Abstract:    Audits  by  any  source  will  now  become  a  routine  event.    Center  for  Medicare  and  Medicaid  
Services  (CMS)  and  commercial  payor’s  alike  see  the  value  of  reviewing  the  paid  claim  to  recoup  
payments  that  they  now  feel  were  made  in  error.    Medical  necessity,  never  events,  incorrect  service  
types  as  well  as  coding  errors  are  being  targeted.      
 
Attend  this  session  and  learn:  
• Why  audits  now?  
• Learn  how  to  create  a  proactive  audit  team  
• Defend,  defend  and  defend  some  more  
• Discover  the  audit  volumes  you  should  expect  
• Use  the  results  for  process  improvement  
• Understand  your  appeal  rights    
• Commercial  plans  update  language    
• General  information  about  process  
• Track  and  report  results  
• Create  benchmarks  
• AHA  reporting  and  RAC  results  
 
This  session  will  also  include  the  following  audit  types:  
• RAC    for  traditional  Medicare  and  Medicaid  and  Managed  Medicare  and  Medicaid  
• CERT     • QIC  
• MAC     • MIP  
• PSC   • HEAT  
• OIG   • Commercial    
 
Kay  Jackson  has  a  wealth  of  revenue  cycle  improvement  knowledge  and  experience.    For  15  years  she  
was  in  management  at  third-­‐party  payor  companies  developing  methods  for  delaying  and  denying  
medical  claims  submitted  by  hospitals.    When  she  ’saw  the  light’  she  moved  into  the  hospital  
environment  where  she  spent  10  years  in  management  of  Scheduling,  Access  and  Patient  Accounts.    Kay  
was  then  rewarded  by  being  given  the  privilege  to  develop  and  manage  the  Case  Management  
department.    She  also  developed  one  of  the  first  denials  management  teams  at  a  hospital  in  1989.    For  
the  past  12  years,  Kay  has  consulted  on  strategic  hospital  planning,  redesign  of  access  and  patient  
accounts  processes  and  developed  software  for  the  admitting  and  business  offices.    Kay  has  been  a  
requested  speaker  at  more  than  100  conventions.    
 
 
 
 
309  –  The  Transition  from  NPR  to  FOCUS  Report  Writing  Functionality  
Presenter:      Dana  Holmes  
Organization:    The  IN  Group,  Inc.  
 
Abstract:    Migrating  from  MEDITECH  MAGIC  to  CS  6.0  is  not  exactly  cut  and  dry  when  it  comes  to  your  
NPR  reports.    Be  mentally  and  physically  prepared  to  say  goodbye  to  all  of  your  hard  work  and  intricately  
built  MAGIC  NUR  (PCS),  OE  (OM),  EDM  and  RXM  reports.    These  will  have  to  be  rebuilt  in  CS  6.0  once  
you  determine  if  standard  functionality  does  not  meet  your  needs.    Come  to  my  IN  Group,  Inc.  
presentation  and  let  me  shed  some  light  on  the  migration  preparation.    Trim  your  MAGIC  NPR  report  
library  before  you  even  begin  to  migrate.    MEDITECH  has  provided  numerous  reports  to  run  and  identify  
what  custom  reports  within  your  MAGIC  platform  that  have  not  been  utilized  within  a  specific  
timeframe.    Come  your  migration  time,  it  will  ease  your  pain  and  workload.  
 
Dana  Holmes  holds  a  BA  with  an  emphasis  in  Information  Systems.    He  is  a  Sr.  Clinical  Analyst  with  The  
IN  Group,  Inc.  based  in  the  West  coast  of  the  USA.    Dana  has  been  working  within  the  IT  field  for  24  years  
and  the  MEDITECH  realm  for  the  last  decade.    He  was  the  Lead  Analyst  on  a  MEDITECH  MAGIC  to  CS  6.0  
NPR  report  migration  recently  for  a  Providence  Health  System  Hospital  in  the  Pacific  Northwest.  
 
 
 
 
310  –  Optimizing  Pharmacy  Workflow  in  a  CPOE  Environment  
Presenter:      Steve  Botwinski  
Organization:    The  In  Group,  Inc.  
 
Abstract:    Pharmacy  workflow  with  C/S  5.64  has  been  a  challenge  for  many  facilities,  adding  CPOE  can  
be  adding  insult  to  injury.  This  session  will  discuss  options  to  help  streamline  pharmacy  processes  for  
order  verification  and  on  demand  dispensing  utilizing  a  customized  Order  View  Board.  This  will  include  a  
unique  pro-­‐active  process  for  monitoring  and  pro-­‐actively  dispensing  IV’s.  Everyone  attending  will  
receive  their  own  copy  of  the  board  (either  magic  or  C/S)  that  they  can  easily  install  in  their  system.      
 
Steve  Botwinski  has  been  a  Registered  Pharmacist  in  the  hospital  setting  for  27  years  and  has  worked  
with  MEDITECH  for  19  years.  He  specializes  in  the  Pharmacy  Module  as  well  as  PHA.MM  and  dispensing  
machines.  He  is  proficient  at  writing  NPR  reports  and  Pharmacy  rules.  He  is  well  versed  in  both  C/S  and  
Magic  platforms.  He  is  a  long  time  MUSE  participant  and  has  served  as  peer  group  leader  for  pharmacy  
on  the  regional  and  international  levels.  
 
  
311  –  e-­‐MAR/BMV  Optimization  with  Rules  and  Custom  Reports  
Presenter:      Bruce  Matthias  
Organization:    The  In  Group,  Inc.  
 
Abstract:    The  use  of  e-­‐MAR/BMV  is  a  major  advancement  in  patient  safety,  but  there  is  still  room  for  
improvement.    The  use  of  rules  and  custom  reports  can  add  a  level  of  optimization  that  saves  time  for  
the  users  as  well  as  improves  safety  for  the  patient.    Find  out  how  to  make  your  system  the  best  it  can  
be,  including  adding  granularity  to  functional  settings  and  auto-­‐populating  fields  to  streamline  the  
process  from  ordering  to  administration  of  medications.  
 
Bruce  Matthias  is  has  been  a  Pharmacist  for  over  30  years  and  has  been  using  MEDITECH  for  over  20  
years.  He  is  well  respected  in  the  MEDITECH  user  community  for  his  expertise  in  Pharmacy  and  Advanced  
Clinicals,  specializing  in  patient  safety  and  system  optimization.  He  has  worked  with  Major  Medical  
Centers  and  Systems  including  Providence  Health  System,  Saint  Joseph  Health  System,  and  Huntington  
Memorial  Hospital  and  served  as  President  of  MUSE  International  from  2000  to  2002.  
 
 
 
 
312  –  Integrating  REMS  into  your  MEDITECH  System  
Presenters:      Yvonne  Birek  and  Bryce  Ouellet  
Organization:    The  In  Group,  Inc.  
 
Abstract:    The  Food  and  Drug  Administration  Amendments  Act  of  2007  gave  the  FDA  authority  to  
require  a  Risk  Evaluation  and  Mitigation  Strategy  (REMS)  from  manufacturers  to  ensure  that  the  benefits  
of  a  drug  or  biological  product  outweigh  its  risks.  It  is  now  time  for  us  to  deal  with  REMS.  The  
interpretation  of  REMS  has  not  been  agreed  upon  yet  but  it  is  clear  that  the  standard  MEDITECH  product  
is  not  ready  for  REMS.    This  session  will  include  a  presentation  of  strategies  or  tools  that  may  be  utilized  
for  addressing  REMS  as  well  as  other  patient  education  issues.  
 
Yvonne  Birek,  Pharm.D,  is  a  senior  pharmacy  consultant  for  The  IN  Group.    She  has  worked  with  the  
MEDITECH  PHA  system  for  more  than  20  years.    Her  roles  as  a  pharmacist  have  included:  clinician,  
manager  at  a  pediatric  facility,  director  at  an  adult  facility,  IS  support  and  pharmacy  consultant.  
 
Bryce  Ouellet,  a  consultant  with  The  In  Group,  has  been  working  with  Client  Server  5.6  since  2006.  He  
assisted  MEDITECH’s  development  staff  with  developing  and  testing  the  pharmacy  module.  He  was  
selected  to  lead  the  pharmacy  implementation  for  MEDITECH’s  first  and  only  migration  from  Magic  to  
Client  Server  5.6  at  Doylestown  Hospital  in  Doylestown,  PA.    Bryce  is  now  working  on  new  installations  in  
the  6.0  environment.  
 
 
 
 
 
 
 
313  –  Pediatric  Dosing  Optimization  and  Medication  Safety  
Presenter:      Yvonne  Birek  
Organization:    The  In  Group,  Inc.  
 
Abstract:    The  Joint  Commission  has  a  sentinel  event  alert  addressing  the  prevention  of  pediatric  
medication  errors.    Their  recommendations  include:  “Use  technology  judiciously”  such  as  pediatric  
online  dose  range  checking,  limiting  stock  overrides,  and  barcode  technology  with  pediatric  capability.  
Other  recommendations  include  weight  based  dose  calculations,  weigh  the  patient  prior  to  
administration  of  any  non-­‐emergent  drug,  order  using  calculated  weight  based  dose  with  a  double  check  
by  pharmacist  or  nurse  or  both,  and    communicating  drug  indication  with  potential  adverse  effects  to  
the  patient’s  primary  caregiver.  This  session  will  include  a  presentation  of  customized  methods  for  
addressing  these  issues.  
 
Yvonne  Birek,  Pharm.D,  is  a  senior  pharmacy  consultant  for  The  IN  Group.    She  has  worked  with  the  
MEDITECH  PHA  system  for  more  than  20  years.    Her  roles  as  a  pharmacist  have  included:  clinician,  
manager  at  a  pediatric  facility,  director  at  an  adult  facility,  IS  support  and  pharmacy  consultant.  
 
 
 
 
314  –  Physician  Adoption  –  Getting  Them  to  the  Table  and  Having  Them  Stay  For  Dessert  
Presenters:      Teri  Young-­‐Hise  and  Charlotte  Robey  
Organization:    Beacon  Partners  and  Fauquier  Hospital  
 
Abstract:    Engaging  physicians  and  promoting  their  adoption  of  new  documentation  and  ordering  
processes  is  a  monumental  task  facing  most  organizations  as  they  move  toward  achieving  Meaningful  
Use.    This  session  will  provide  strategies  for  engaging  physicians  before,  during  and  after  the  
implementation  process  as  well  as  lessons  learned  from  one  community  hospital’s  initial  
implementation  and  how  these  resulted  in  different  approaches  for  their  subsequent  projects.    
Strategies  will  include  descriptions  of  how  the  roles  of  the  CIO  and  Executive  Team,  the  Physician  
Champion,  the  Information  Systems  Team  and  the  Core  Implementation  Teams  can  affect  physician  
adoption.  
After  attending  this  session,  participants  will:  
• Understand  the  Physician  Champion/CIO  relationship  and  the  influence  it  has  on  the  successful  
engagement  of  physicians.  
• Understand  how  physicians  can  offer  the  Information  Systems  Team  a  patient  care  perspective  
in  the  clinical  IT  project  planning.  
• Understand  strategies  used  by  management  and  staff  to  enhance  physician  engagement.  
• Understand  the  role  of  the  project  core  team  in  sustaining  physician  engagement  after  the  
project  implementation  has  gone  live.  
 
Teri  Young-­‐Hise,  MSB,  RN-­‐BC  is  a  Client  Service  Manager  with  Beacon  Partners  providing  project  
management,  assessment  and  implementation  expertise  for  Advanced  Clinicals  modules  with  focus  on  
physician  end  users.    Teri  has  27  years  of  experience  in  the  healthcare  field  as  a  registered  nurse  holding  
both  clinical  and  management  positions  in  acute  and  home  health  care  settings.    In  her  13  years  of  work  
in  the  informatics  arena,  she  has  facilitated  and  supported  multiple  clinical  implementations  including  
physician  order  entry  and  documentation  initiatives.    Teri  holds  an  MS  in  Business,  a  BS  in  Nursing  and  an  
ANCC  certification  in  Informatics.  
 
Charlotte  Robey,  MS,  RN  is  the  Manager  of  Clinical  Information  Systems  at  Fauquier  Health  in  Warrenton  
Virginia.    Fauquier  Health  consists  of  a  97  bed  community  hospital,  a  Rehab  and  Nursing  Care  facility,  an  
Assisted  Living  facility  and  several  owned  provider  practices.    Charlotte  manages  a  staff  of  five  Clinical  
Analysts  who  support  all  of  the  MEDITECH  clinical  applications  as  well  as  >30  other  non-­‐MEDITECH  
clinical  applications.    Charlotte  has  25+  years  of  nursing  experience  including  critical  care  nursing  and  
nursing  management  and  over  eight  years  of  healthcare  IT  experience.    She  has  participated  in  or  led  the  
implementation  of  the  Advanced  Clinical  applications  of  MEDITECH  including  PCM/POM,  PCS,  eMAR,  
EDM,  and  PDoc.  
 
 
 
 
315  –  The  New  Build  for  AOM/RXM  to  Support  ePrescribing  
Presenter:      Jose  Castro  
Organization:    The  IN  Group,  Inc.  
 
Abstract:    With  the  addition  of  e-­‐prescribing  to  the  AOM/RXM  functionality  there  are  new  requirements  
for  appropriate  build  of  the  drug  dictionaries.    MEDITECH  has  developed  a  new  process  for  re-­‐building  
the  AOM  /RXM  drug  dictionary  utilizing  additional  data  from  FSV  to  filter  dictionary  entries.    These  
changes  may  require  expunging  your  old  AOM  drug  dictionary.    Find  out  about  how  this  can  be  done  and  
how  to  save  you  current  build  data.  
 
Jose  Castro  II,  Pharm.D.  is  a  new  senior  pharmacy  consultant  for  The  IN  Group,  Inc.    Jose  has  been  a  
pharmacist  since  2001  and  has  a  strong  clinical  skills  across  a  broad  range  of  diverse  setting  (Ambulatory  
Care  HIV  Clinic,  Inpatient  Hospital  Setting,  Clinical  Research,  and  Community  based  Retail  Setting).    
However,  majority  his  pharmacy  experience  has  been  in  the  inpatient  setting.    His  roles  have  included:  
resident  (pharmacy  practice  and  administration),  clinical  staff  pharmacist,  as  well  as  management  
backgrounds  with  focus  on  operations.    Jose  has  been  recently  involved  with  5.64  Implementation  and  
Upgrade,  and  currently  participating  in  CPOE  (entailing:  Zynx,  AOM/RXM,  Priority  Pack).  
 
 
 
 
316  –  Leveraging  Pharmacy  for  use  with  CPOE  in  MEDITECH  6.0  
Presenter:      Bryce  Ouellet  
Organization:    The  IN  Group,  Inc.  
 
Abstract:    With  the  introduction  of  6.0,  MEDITECH  has  made  some  major  changes,  and  removed  some  
important,  and  formerly  inherent,  functionality  from  PHA  in  relation  to  CPOE.  This  session  will  serve  to  
focus  on  these  major  changes  with  suggestions  on  how  implement  Pharmacy  and  CPOE  successfully.  
Topics  covered  will  include  building  Order  Sets  in  OM,  building  strings  in  PHA  for  CPOE  use,  ordering  
meds  in  CPOE  highlighting  common  issues  that  do  occur.    
 
Bryce  Ouellet,  a  consultant  with  The  In  Group,  has  been  working  with  MEDITECH  5.6  and  MEDITECH  6.0  
since  2006.  He  assisted  MEDITECH’s  development  staff  with  developing  and  testing  the  pharmacy  
module.  He  was  involved  in  the  pharmacy  implementation  for  MEDITECH’s  first  migration  from  Magic  to  
Client  Server  5.6  in  2007.  Bryce  has  assisted  with  several  new  installations  as  well  as  upgrades  to  the  5.6  
and  6.0  environments.    Currently  Bryce  is  working  on  a  large-­‐scale  standardization  project  utilizing  
MEDITECH’s  Controlled  Management  System  (CMS)  in  6.0.  
 
 
 
 
317  –  IT  Organizational  Models  
Presenter:      Roberta  MacDonald  
Organization:    Beacon  Partners  
 
Abstract:    Healthcare  Information  Technology  (I.T.)  dynamics  and  care  delivery  is  becoming  increasingly  
complex,  with  funding  unable  to  keep  pace.    Hospital  leadership  is  looking  for  increased  efficiency  and  
effectiveness  from  I.T.    Many  are  looking  not  simply  for  improved  governance,  but  improved  I.T.  
organizational  models.    I.T.  directors  are  under  increased  pressure  to  create  models  that  meet  the  needs  
of  today  while  anticipating  future  requirements.  Developing  the  right  model  requires  a  comprehensive  
examination  of  the  mix  of  people,  processes  and  technologies  of  an  organization,  while  staying  within  
the  confines  of  a  shrinking  I.T.  budget.    The  appropriate  model  for  an  organization  is  one  that  considers  
the  unique  requirements  of  that  organization.  Does  it  leverage  your  current  I.T.  investments?  Does  it  
help  you  achieve  your  fiscal,  operational  and  clinical  goals?  Does  it  provide  a  stable,  flexible  
infrastructure  for  continued  expansion  of  your  Electronic  Health  Record?  Don’t  base  your  decision  
simply  on  cost.  Consider  long-­‐term  implications,  flexibility,  risks,  challenges  and  advantages  of  each  
model  within  a  context  of  your  established  strategy  and  goals.    
 
An  understanding  of  the  conceptual  models  currently  used  to  structure  the  delivery  of  I.T.  services  
provides  a  context  to  begin  the  evaluation  of  an  appropriate  model.  A  strong  I.T.  infrastructure  will:  
• Align  with  core  business  needs.  
• Be  highly  reliable,  available  and  secure.  
• Be  cost  effective.  
• Maintain  data  integrity.  
• Integrate  data  from  disparate  sources.  
• Have  well  established  metrics.  
 
Evaluation  of  I.T.  models  must  begin  with  a  clear  vision  of  the  future  with  the  development  of  near  term  
and  distant  goals.    A  vision  and  guiding  principle  should  be  defined  for  each  model,  to  direct  the  
development  of  business  tactics  and  approaches  for  that  model,  in  support  of  the  organization’s  
priorities.  A  comprehensive  review  of  an  IT  model  of  organization  should  include  careful  consideration  
of  implications,  risks,  constraints  and  barriers  to  success.    Be  objective,  or  face  project  overruns  or  
failure.      
 
Roberta  MacDonald  is  an  information  systems  executive  with  25  years  of  experience  in  all  facets  of  
Canadian  Healthcare  Information  Management/  Technology.  She  possesses  an  extensive  track  record  of  
building  highly-­‐motivated  teams  and  delivering  complex  clinical  and  business  projects  on  time  and  within  
budget.  Her  particular  strengths  include  the  ability  to  build  relationships,  lead  a  diverse  group  toward  a  
common  goal  and  turn  challenges  into  positive  results.    
 
Prior  to  joining  Beacon  Partners  Ms.  MacDonald  accrued  extensive  experience  in  IT/IM  strategic  planning  
and  implementation  at  the  departmental,  organizational  and  regional  levels  in  her  role  as  the  CIO  at  St.  
Mary's  General  Hospital,  Kitchener.  She  is  recognised  as  a  long-­‐standing  member  and  leader  in  MUSE  
and  is  a  founding  member  of  the  Ontario  Nursing  Informatics  Interest  Group.  She  holds  a  BScN  from  
McMaster  University  and  practised  as  a  Critical  Care  Nurse  and  Nurse  Clinician  before  moving  into  
informatics  and  information  technology.  
 
 
 
318  –  What  Are  Meaningful  Metrics?  
Presenter:      Roberta  MacDonald  
Organization:    Beacon  Partners  
 
Abstract:    Healthcare  IT  is  becoming  exponentially  challenging  to  manage.    There  is  heightened  pressure  
to  “prove”  that  value  was  achieved,  increased  complexity  of  IT  infrastructure  and  application  portfolios.    
There  is  decreased  tolerance  for  performance  problems.      Defining  IT  Metrics  are  often  perceived  as  
challenging,  complex,  and  costly  to  implement.    
 
This  presentation  will  discuss  the  importance  of  Metrics,  and  a  definition  of  ‘good’  metrics.    The  
presentation  will  walk  the  listener  through  a  how  to  guide  for  definition  of  IT  Metrics  which  support  
evidenced  based  decision  making.    Metric  examples  will  be  presented,  followed  by  examples  of  
collection  and  display  methodology.    The  processes  for  ensuring  a  360  degree  deployment  of  IT  metric  
will  be  included  in  the  presentation.    
 
Roberta  MacDonald  is  an  information  systems  executive  with  25  years  of  experience  in  all  facets  of  
Canadian  Healthcare  Information  Management/  Technology.  She  possesses  an  extensive  track  record  of  
building  highly-­‐motivated  teams  and  delivering  complex  clinical  and  business  projects  on  time  and  within  
budget.  Her  particular  strengths  include  the  ability  to  build  relationships,  lead  a  diverse  group  toward  a  
common  goal  and  turn  challenges  into  positive  results.    
 
Prior  to  joining  Beacon  Partners  Ms.  MacDonald  accrued  extensive  experience  in  IT/IM  strategic  planning  
and  implementation  at  the  departmental,  organizational  and  regional  levels  in  her  role  as  the  CIO  at  St.  
Mary's  General  Hospital,  Kitchener.  She  is  recognised  as  a  long-­‐standing  member  and  leader  in  MUSE  
and  is  a  founding  member  of  the  Ontario  Nursing  Informatics  Interest  Group.  She  holds  a  BScN  from  
McMaster  University  and  practised  as  a  Critical  Care  Nurse  and  Nurse  Clinician  before  moving  into  
informatics  and  information  technology.  
 
 
 
319  –  Medication  Reconciliation:    Before  CPOE  
Presenters:      William  Salemi  and  Shann  Ludwig  
Organization:    Santa  Rosa  Consulting,  Inc.  
 
Abstract:    The  purpose  of  this  presentation  is  to  assist  those  facilities  who  are  installing  RxM  and  
beginning  to  document  home  medications  before  the  physicians  begin  an  electronic  discharge  process.    
In  this  case  responsibility  of  documentation  will  fall  upon  the  nurses  or  pharmacists  to  enter,  collect,  and  
review  home  medication  data,  then  print  reports  for  physician  review  and  signature.    Although  many  
facilities  with  more  advanced  implementation  have  crossed  this  bridge,  some  are  beginning  to  install  
RxM  and  look  at  the  processes  needed  for  medication  reconciliation  implementation.    
 
 
This  presentation  will  discuss  the  installation  and  maintenance  of  RxM,  map  processes  needed  for  
implementation;  give  examples  of  reports  needed  to  produce  hard  copy  orders  and  information  for  
patients;  look  at  roles  within  processes;  and  discuss  the  current  regulatory  climate  around  medication  
reconciliation.  
 
William  Salemi  has  over  15  year’s  of  experience  in  healthcare  IT  as  a  Project  Manager,  Applications  
Director  and  Consultant  as  well  as  experience  as  a  Certified  Pharmacy  Technician.    Currently  working  at  
Santa  Rosa  Consulting  as  a  Manager  in  the  MEDITECH  Practice,  Mr.  Salemi  specializes  on  the  
implementation  and  optimization  of  the  Pharmacy  database  along  with  MEDITECH  Advanced  Clinical  
Applications.  
 
Shann  Ludwig  has  many  years  of  clinical  nursing  and  administrative  experience,  and  moved  into  
healthcare  IT  in  the  Veterans  Administration  system  15  years  ago.  Currently  working  at  Santa  Rosa  
Consulting  as  an  Implementation  Specialist,  Ms.  Ludwig  specializes  on  the  implementation  and  
optimization  Nursing,  ED,  and  OR  processes  working  with  MEDITECH’s  Advanced  Clinical  Applications  
 
 
 
 
 
320  –  BMV  Metrics:    Monitoring  for  Success  
Presenters:    Becky  Dawson  and  Susan  Haviland  
Organization:    Santa  Rosa  Consulting,  Inc.  
 
Abstract:    Now  that  BMV  is  up  and  running,  you  want  to  know  if  the  system  is  being  utilized  
appropriately  to  maximize  patient  safety.  A  number  of  standard  reports  are  available,  but  as  you  run  
them  you  have  more  questions  than  answers:  
• Where  do  the  numbers  come  from?  
• What  is  really  being  reported?  
• What  is  an  acceptable  scan  rate?  
• How  can  I  use  the  reports  to  improve  patient  safety?  
 
Attend  this  presentation  to  learn  the  answers!  
 
Becky  Dawson,  RN,  BSN,  has  over  30  years  of  relevant  professional  experience  including  ten  years  of  
experience  as  a  MEDITECH  consultant,  project  manager,  and  application  specialist  in  healthcare  systems.  
Currently  a  Manager,  MEDITECH  Services  with  Santa  Rosa  Consulting,  she  specializes  in  the  
implementation  and  support  of  MEDITECH’s  Advanced  Clinical  Applications  with  a  particular  emphasis  
on  nursing  and  related  patient  care  disciplines.  Areas  of  expertise  include  implementation  assessments,  
developing  implementation  and  training  plans,  coordinating  process  and  departmental  workflow  
enhancement/redesign,  facilitating/managing/training  application  implementation  teams,  training  end-­‐
users  and  change  management.  Ms.  Dawson  is  fluent  in  current  versions  of  MEDITECH  Magic,  Client-­‐
Server  and  6.0.  
  
Susan  Haviland  is  a  Registered  Nurse  with  over  18  years  of  relevant  professional  experience  serving  in  
various  Nursing  management,  operational  and  informatics  roles  with  a  track  record  of  successful  
outcomes.    Her  experience  includes  15  years  of  end  user  experience  with  MEDITECH  Magic  Nursing,  
Order  Entry,  EMAR  and  Pyxis  Medication  and  the  past  year  implementing  and  supporting  MEDITECH  
Client  Server  Patient  Care  System.    She  also  has  a  strong  understanding  of  operational  workflows  and  
MEDITECH  functionality  enabling  successful  system  implementations.  
 
 
 
 
321  –  Don’t  Be  Denied  
Presenter:      Deborah  Meredith  
Organization:    Santa  Rosa  Consulting,  Inc.  
 
Abstract:    Denial  Management  is  a  tool  that  can  be  used  by  an  organization  for  meeting  AR  days  and  
Business  office  objectives  cross  the  enterprise.  When  we  get  finished  you’ll  have  a  good  understanding  
of  how  Denial  Management  is  used  which  can  save  you  hours  of  manual  efforts  and  re-­‐work.    
 
Deborah  Meredith  has  over  20  years  of  relevant  professional  experience  including  ten  years  of  
experience  as  a  MEDITECH  consultant,  project  manager,  and  application  specialist  in  healthcare  systems.  
Currently  a  Senior  Implementation  Consultant  with  Santa  Rosa  Consulting,  she  specializes  in  the  
implementation  and  support  of  MEDITECH’s  BAR  Module.  Areas  of  expertise  include  implementation  
assessments,  developing  implementation  and  training  plans,  coordinating  process  and  departmental  
workflow  enhancement/redesign,  facilitating/managing/training  application  implementation  teams,  
training  end-­‐users  and  change  management.  Ms.  Meredith  is  fluent  in  current  versions  of  MEDITECH  
Magic  and  Client-­‐Server.  
 
 
 
322  –  Prepare  for  MEDITECH  6.0  Financials  
Presenter:      Deborah  Meredith  
Organization:    Santa  Rosa  Consulting,  Inc.  
 
Abstract:    Learn  how  Work  Process  Analysis  will  make  the  difference  in  your  project.  You  can  use  it  on  a  
project  to  design  and  build  BAR.  After  collecting  all  the  paper  forms,  then  spending  countless  hours  
building,  do  you  find  the  process  isn’t  working  as  desired?    No  matter  what  you  are  implementing  the  
solution  is  the  same:  Work  Process  Analysis.  
 
Deborah  Meredith  has  over  20  years  of  relevant  professional  experience  including  ten  years  of  
experience  as  a  MEDITECH  consultant,  project  manager,  and  application  specialist  in  healthcare  systems.  
Currently  a  Senior  Implementation  Consultant  with  Santa  Rosa  Consulting,  she  specializes  in  the  
implementation  and  support  of  MEDITECH’s  BAR  Module.  Areas  of  expertise  include  implementation  
assessments,  developing  implementation  and  training  plans,  coordinating  process  and  departmental  
workflow  enhancement/redesign,  facilitating/managing/training  application  implementation  teams,  
training  end-­‐users  and  change  management.  Ms.  Meredith  is  fluent  in  current  versions  of  MEDITECH  
Magic  and  Client-­‐Server.  
 
323  –  Update  on  Clinical  Surveillance  –  Creating  a  Clinical  Review  Display  Board  
Presenter:    Bruce  Matthias  
Organization:    The  In  Group,  Inc.  
 
Abstract:    Learn  about  the  latest  efficient  techniques  for  clinical  monitoring  utilizing  MEDITECH’s  
standard  functionality.  Leverage  MEDITECH’s  Pharmacy  application  with  sophisticated  rules,  clinical  
decision  support  tools  and  custom  reports  to  send  information  to  a  Clinical  Review  Display  Board  to  alert  
pharmacist’s  to  potential  therapeutic  risks  and  verify  the  accuracy  and  safety  of  medication  orders.  A  
special  focus  on  Antibiotic  Monitoring  to  meet  the  new  Joint  Commission  goals  will  be  included.  
 
Key  points  will  include  how  to:  
• monitor  laboratory  values  
• identify  potential  drug  problems  
• protect  the  patient  against  prescribing  errors  
 
Bruce  Matthias  is  has  been  a  Pharmacist  for  over  30  years  and  has  been  using  MEDITECH  for  over  20  
years.  He  is  well  respected  in  the  MEDITECH  user  community  for  his  expertise  in  Pharmacy  and  Advanced  
Clinicals,  specializing  in  patient  safety  and  system  optimization.  He  has  worked  with  Major  Medical  
Centers  and  Systems  including  Providence  Health  System,  Saint  Joseph  Health  System,  and  Huntington  
Memorial  Hospital  and  served  as  President  of  MUSE  International  from  2000  to  2002.  
 
 
 
324  –  Understanding  Project  Healthcare  IT  Risk  Management  
Presenter:    Mary  Moewe  
Organization:    Iatric  Systems,  Inc.  
 
Abstract:    Understanding  Project  Healthcare  IT  Risk  Management  –  Assessing  risk  and  managing  it  
effectively.  Much  of  project  management  is  composed  of  understanding  risk  having  a  structured  
approach  and  knowledge  to  effectively  manage  risk.    Having  a  process  for  identifying  healthcare  IT  risks  
and  opportunities  will  make  you  a  more  effective  project  manager.    It  is  a  project  manager’s  job  to  
worry  and  maintain  a  “healthy  paranoia”  regarding  risk,  even  if  it  sometimes  seems  a  bit  psychotic.    
Having  a  good  balance  between  thinking  about  what  could  go  wrong  and  then  doing  everything  you  can  
to  insure  the  project  is  executed  as  planned  is  our  work.    
   
The  visibility  and  level  of  risk  management  appropriate  to  the  project  has  to  be  consistent  with  our  
comfort  level  with  risk  and  the  culture  of  the  organization.    The  cost  of  the  risk  response  should  not  be  
greater  than  the  loss  impact  the  risk  event  may  cause.    Any  factor  or  risk  that  could  seriously  impact  the  
project  should  be  identified,  qualified  or  quantified  and  assessed  for  possible  impact.    This  includes  
people,  process,  technology,  organization,  culture  and  environmental  influences.    Learn  how  to  respond  
to  risk:  using  avoidance,  acceptance,  monitoring  and  prepare  contingencies,  and  mitigating  or  
transferring  ownership  of  the  risk  factor.    Remember,  80%  of  all  project  risks  originate  from  the  same  
sources  on  every  project  every  time.  
 
Some  good  examples  of  risk  in  healthcare  IT  projects  are:    
• Number  of  sites/hospitals  impacted  by  project  
• Availability  and  number,  types  of  resources  
 • Number  of  IT  interfaces  involved  in  the  project  
• Number  of  dependencies  on  other  projects  or  IT  systems  
• Time  estimated  to  achieve  the  project  –  often  accelerated  in  hospital  IT  projects  
• Stakeholder  Level  of  engagement  –  sometimes  there  are  differences  between  hospital  CIO  and  
CNO  
• Cash  flow  issues  –  Hospital  budget  cycle  doesn’t  always  work  with  the  project  budget  cycle  
• Changes  in  priorities  or  project  objective  by  the  healthcare  organization  or  changes  in  
Government  
• Lack  of  experience  of  the  team  –  Project  Manager  is  brought  in  from  Radiology,  Nursing  or  Lab  
and  doesn’t  have  significant  IT  experience  
• Unproven  or  uncertified  technology  
 
The  best  way  to  manage  and  control  risks  is  through  solid  project  management,  effective  project  
planning,  and  the  project  team’s  desire  to  protect  the  project.  
 
Mary  Moewe  is  Associate  Vice  President,  Interface  Services  at  Iatric  Systems.  Mary  has  extensive  
experience  in  the  health  care  and  project  management  fields.  She  was  Director  of  Information  
Technology  for  Hospital  Corporation  of  America  (HCA)  for  four  years  prior  to  joining  Iatric  Systems.  Mary  
is  also  active  in  Healthcare  Information  and  Management  Systems  Society  (HIMSS)  and  a  Certified  
Professional  in  Healthcare  Information  and  Management  Systems  (CPHIMS).  
 
 
 
325  –  Personal  Health  Records  and  Healthcare  Consumerism  
Presenter:    Mark  Johnson  
Organization:    Iatric  Systems,  Inc.  
 
Abstract:    This  updated  session  will  focus  on  the  current  state  of  patient-­‐driven  healthcare  and  how  
patient  health  records  are  changing  the  landscape  of  American  healthcare.  We  will  review  trends  among  
various  demographic  segments  to  help  providers  target  Personal  Health  Record  (PHR)  implementations.    
We  will  also  discuss  the  various  meaningful  use  criteria  and  how  these  can  be  satisfied  with  a  hospital-­‐
based  PHR  and  patient  access  to  health  information.    
 
Specific  topics  will  include:  
• Patient  Health  Records  around  the  world  -­‐  how  are  we  different  in  the  USA?  
• Discuss  patients’  rights  vs.  traditional  (business  intellectual  property  rules)  
• Patient-­‐directed  sharing  of  data  in  PHRs:  historical  methods  and  new  trends  
• HITECH  and  Meaningful  Use  criteria    
• Future  outlook  for  the  PHR  software  industry  
 
Mark  Johnson  is  the  Account  Manager  for  the  Great  Lakes  Region  at  Iatric  Systems.    While  at  Iatric  
Systems,  Mark  has  been  Product  Manager  for  the  IatriConnect  Solutions  portal  applications  suite  and  
has  also  implemented  and  supported  Visual  Flowsheet,  Patient  Discharge  Instructions  and  Mobilcare  
applications.  He  has  more  than  10  years  of  bedside  nursing  experience  and  15  years  of  experience  in  
healthcare  delivery  systems.    Mark  has  a  Master’s  in  Health  Administration  from  the  Medical  University  
of  South  Carolina.    He  is  an  ANCC-­‐certified  Informatics  nurse  and  is  CPHIMS  certified  by  HIMSS.  
 
326  –  NPR  Report  Writer  Debugging  Tactics  
Presenter:    Rita  Huneycutt  
Organization:    CSC  
 
Abstract:    This  presentation  will  cover  debugging  tactics  for  NPR  reports  in  Magic  and  Client  Server.    
Topics  covered  will  include  methods  to  break  out  to  the  debugging  screen  from  an  NPR  report  and  
various  methods  to  analyze  variable  values  once  at  the  debugging  prompt.  This  presentation  is  geared  to  
the  intermediate/advanced  report  writer.      
 
Rita  Huneycutt  is  an  analyst/programmer  with  the  Application  Managed  Services  Sector  of  the  Health  
Delivery  Division  at  CSC.  At  CSC,  her  role  includes  NPR  reports,  HL7  interfaces  and  data  conversions.  She  
also  conducts  NPR  training  classes.    She  has  more  than  20  years  of  experience  in  healthcare  IT  and  holds  
MCAD  and  CIW  certifications.  Prior  to  coming  to  CSC  in  2007,  she  was  a  programmer/analyst  at  Stanly  
Regional  Medical  Center  specializing  in  data  extraction  and  process  automation.  Prior  to  that,  she  was  a  
programmer  with  Specialized  Information  Management  where  she  was  instrumental  in  development  of  
an  electronic  health  record.  
 
 
 
 
327  –  Clinical  Documentation  Optimization  
Presenters:    Tania  Cutone,  Tammie  Profitko,  and  Bryanne  Winbourne  
Organization:    Chilton  Hospital  and  Cornerstone  Advisors  
 
Abstract:    Chilton  Hospital  defines  Clinical  Documentation  Optimization  as  the  process  of  identifying  
opportunities  for  improvement  and  subsequently  developing  corrective  measures  which  offer  value  to  
end-­‐users,  improve  workflow,  and  enhance  outcomes.    This  presentation  is  designed  to  showcase  the  
processes,  toolsets,  and  outcomes  which  have  resulted  from  the  Clinical  Documentation  Optimization  
efforts  at  Chilton  Hospital.    This  presentation  will  highlight  improvements  in  the  documentation  screens,  
as  well  as  enhancements  to  workflow  and  clinical  processes.    A  project  team  was  formed  to  evaluate  
current  documentation  screens  via  end-­‐user  interviews  and  analysis.    Specific  data  points  were  
evaluated  during  end-­‐user  interviews  to  identify  how  screens  could  be  redesigned  to  improve  
documentation  and  more  adequately  support  workflow  while  reducing  time  and  keystrokes  per  
assessment.  
 
As  a  result  of  these  performance  improvement  efforts,  Chilton  redesigned  their  clinical  documentation  
change  management  process.    The  revised  change  management  process  relies  on  input  and  subsequent  
approval  from  multiple  groups,  including  the  Nursing  Informatics  department,  Clinical  Super  Users’  
Council,  and  the  Nursing  Informatics  Council  (NIC).    Each  of  these  group’s  roles  and  functions  will  be  
highlighted  as  we  demonstrate  the  importance  of  the  change  management  process  to  ensure  integrity,  
consistency,  and  buy-­‐in.      
 
Once  optimization  opportunities  were  identified,  approved,  and  implemented,  reassessments  were  
performed  post-­‐LIVE  to  validate  and  measure  (quantify)  the  value  of  the  improvements.    Additionally,  
end-­‐user  competency  testing  has  evolved  to  be  a  significant  component  of  the  performance  
improvement  process  and  as  such  is  performed  on  an  annual  basis  to  ensure  adequate  understanding  
and  adoption  of  important  system  and  workflow  changes.  
 
Tania  Cutone  RN  ,  Nurse  Manager  -­‐  Nursing  Informatics,  Chilton  Hospital  
Tammie  Profitko  ,  ACS  Systems  Analyst,  Chilton  Hospital  
Bryanne  Winbourne,  Cornerstone  Advisors  Consultant  
 
 
 
328  –  HIPAA  5010  –  Don't  Be  Left  Behind  –  The  Deadline  is  Approaching  
Presenter:    Barbara  DaRosa  
Organization:    CSC  
 
Abstract:    The  final  countdown  for  the  5010/ICD-­‐10  implementation  and  testing  has  begun.    By  January  
2012  healthcare  organizations  must  have  all  the  HIPAA  5010  Compliance  testing  completed.    However,  
many  studies  show  that  most  healthcare  organizations  have  not  even  begun  to  put  a  test  plan  together.      
Can  these  organizations  still  complete  the  necessary  testing  before  time  runs  out?  
 
Even  with  all  the  talk  and  forewarning  of  the  HIPAA  5010  testing  deadline,  many  healthcare  
organizations  do  not  believe  this  deadline  of  January  2012  is  a  firm  one.    Many  hospitals  are  still  in  
denial  that  this  deadline  will  be  upon  them  very  soon.    A  large  percentage  of  hospitals  have  taken  the  
approach  that  if  testing  has  not  been  done  by  all  healthcare  organizations  then  the  deadline  will  be  
pushed  out.    Nothing  could  be  further  from  the  truth.    January  2012  is  only  months  away  and  for  those  
healthcare  organizations  who  have  not  completed  the  necessary  testing  –  the  results  could  mean  a  
reimbursement  catastrophe!  It  is  NOT  too  late  to  start  this  testing  process  but  an  expedited  approach  
must  be  taken.  
 
A  team  devoted  to  solely  the  testing  and  implementation  of  the  HIPAA  5010  and  ICD-­‐10  codes  must  be  
established.    Three  separate  portions  of  the  project  need  to  be  addressed:    
 
Assessment  &  Recommendation  Phase:    
• Gap  Analysis  and  Impact  Analysis  
• 4010-­‐5010  &  5010-­‐4010  Mapping  Changes  must  be  noted  
• Risk  and  Mitigation  Plan  and  Project  Plan  Creation  
 
Implementation  Phase:  
• HIPAA  validation  assets  
• Mapping  components  
• ICD10  Cross  walk  
• Pre-­‐built  wrappers  
• Data  Repository  Entry  (creation  of  new  business  rules  and  routing  processes)  
 
Testing  Phase:  
• HIPAA  Validation  testing  
• Functional  Testing  
• Integrating  Testing  
• Trading  partner  set  up  and  testing  
 
This  theory  is  not  reinventing  the  wheel.    However,  in  order  to  get  a  hospital  on  track  and  in  the  midst  of  
the  testing  phase,  a  dedicated  staff  and  experienced  project  manager  will  be  required  need  to  devote  
100%  of  their  time  to  the  efforts  of  HIPAA  5010.    The  deadline  is  coming  –  do  not  miss  it!  
 
Barbara  DaRosa,  CSC  Health  Delivery  Integration  Team,  has  worked  with  multiple  vendors  –  CSC,  
MEDITECH,  Eclipsys  –  and  was  a  self-­‐employed  consultant.    She  has  been  employed  with  healthcare  
organizations  and  financial  organizations  throughout  the  east  coast.    Barbara  currently  resides  in  
Massachusetts  with  her  husband  and  two  children.    They  are  very  involved  with  youth  sporting  
organizations  and  have  created  multiple  pieces  of  baseball  equipment  that  will  enhance  safety  for  
children.    We  are  currently  working  with  the  Little  League  organization  in  an  attempt  to  further  promote  
children's  safety.  
 
 
 
329  –  Care  Plans  in  the  EMR  
Presenter:    Katey  Ortlieb  
Organization:    Beacon  Partners  
 
Abstract:    Are  you  in  a  Care  Plan  conundrum?  Creating  meaningful,  valuable  care  plans  in  an  electronic  
medical  record  presents  many  challenges.  Often  times,  clinicians  feel  the  care  plans  is  “another  task  to  
complete”  or  “just  something  else  I  have  to  do.”  This  session  is  meant  to  address  those  challenges  and  
offer  recommendations  for  improvement/creation  of  care  plans  in  MEDITECH.  Key  points  of  the  session  
include:  
• Reconciling  your  organization’s  definition  of  a  care  plan  with  the  definition  of  regulatory  bodies  
• Identifying  the  purpose  of  the  care  plan.  What  do  you  want  from  your  care  plan?  What  purpose  
do  you  want  it  to  serve?  
• Discussion  of  various  languages  to  use  to  create  your  care  plans  
• Involving  end-­‐users  in  the  improvement  process  
• Innovative  ways  to  use  the  dictionaries  in  MEDITECH  to  create  a  care  plan  that  is  valuable  to  the  
patient  and  staff  
• Making  the  care  plan  interdisciplinary  
• Meeting  regulatory  requirements  in  regards  to  care  planning  
• A  roadmap  -­‐  To  get  you  where  you  want  to  be!  
 
Katey  Ortlieb  is  a  registered  nurse  with  eight  years  of  healthcare  experience.  Her  clinical  experience  in  
the  areas  of  pediatrics,  obstetrics  and  neonatal  care  has  instilled  in  her  an  understanding  of  the  
workflow  of  the  care  provider  at  the  bedside.  Ms.  Ortlieb  possesses  practical  and  technical  experience  
with  multiple  MEDITECH  Client  Server  applications,  including  Patient  Care  System  (PCS),  electronic  
medication  administration  record  (eMAR),  Computerized  Physician  Order  Entry  (CPOE),  and  Electronic  
Medical  Record  (EMR).  She  has  an  in-­‐depth  knowledge  of  hospital  workflows  and  requirements  and  
possesses  a  true  sense  of  the  needs  of  the  bedside  care  provider  in  regards  to  technology.    Prior  to  joining  
Beacon  Partners  she  served  as  a  Documentation  Specialist  and  Informatics  Nurse  within  a  six-­‐facility  
healthcare  system  providing  acute,  rehabilitative,  hospice  and  long-­‐term  care.  Some  highlights  from  her  
career  include  involvement  in  a  health  system’s  conversion  from  MEDITECH  Magic  to  Client-­‐Server  5.62,  
providing  physician  support  during  the  implementation  of  CPOE,  and  system  optimization  for  the  PCS  
module  in  multiple  organizations.  Katey  currently  works  for  Beacon  Partners,  a  healthcare  management  
consulting  firm,  and  resides  in  Black  Hawk,  SD.  
330  –  Guide  to  User  Provisioning  in  6.0  
Presenter:    Lucy  Nelson  
Organization:    Beacon  Partners  
 
Abstract:    The  journey  to  designing  appropriate  access  for  users  in  MEDITECH  Version  6.x  is  complex  and  
user  friendly  at  the  same  time.    The  ease  of  design  puts  a  misleading  face  on  the  complex  pieces  needed  
to  create  access.    Understanding  the  new  Menu  Procedure  Access  (MPA)  as  a  common  portal  for  access  
to  both  NPR  and  Focus  applications  that  are  built  in  6.x  can  turn  a  frustrating,  tedious  challenge  for  the  
person  designing  access  into  a  well-­‐organized  walk  in  the  park!    It  is  essential  to  have  a  grasp  of  the  
layers  and  integrated  pieces  that  govern  access.    MEDITECH  has  beautifully  designed  desktops  for  each  
application  that  facilitates  access  to  other  applications  and  processes  the  User  needs  to  maximize  their  
work  flow.    This  ease  of  use  comes  to  an  abrupt  end  if  the  users  have  not  been  assigned  to  the  Access  
Groups  and  Person  Profiles  that  allow  them  to  use  the  functionality  on  the  desktops.      
 
This  session  will  provide  a  preview  of  the  new  integrated  desktops  and  a  clear  demonstration  of  the  
multiple  levels  and  pieces  needed  to  create  appropriate  access  for  end  users.    Pre-­‐tested  tools  used  for  
implementations  will  be  shared  and  we  will  demonstrate  how  to  approach  and  set-­‐up  simple  and  
complex  MPAs.  
 
Lucy  Nelson  is  an  experienced  healthcare  professional,  with  over  25  years  in  the  industry.  She  is  an  RN  
with  over  ten  years  of  MEDITECH  experience;  Magic,  Client  Server  and  6.0  platforms.  She  has  recently  
worked  on  a  Client-­‐Server  6.0  implementation  build  as  the  User  Provisioning  Analyst.    Her  MEDITECH  6.x  
experience  also  includes  OM  Team  Lead  for  a  Magic  to  6.0  Conversion/Implementation  and  hands-­‐on  
end  user  support  for  several  6.0  go-­‐lives  that  included  PCS,  e-­‐Mar  BMV,  PCM  and  CPOE.    Ms.  Nelson  is  
currently  working  as  a  Consultant  for  Beacon  Partners,  adding  her  many  years  of  experience  as  a  
clinician  and  educator  to  the  considerable  group  of  MEDITECH  Specialists  on  their  roster.    She  has  been  
working  in  a  variety  of  roles  with  the  MEDITECH  software  from  End-­‐User  to  Team  Lead  and  Project  
Management.  
 
 
 
 
331  –  Tracking  I.T.  Hardware  through  MM  Equipment  Management  
Presenter:    Charles  Spurgeon  
Organization:    Beacon  Partners  
 
Abstract:    Tracking  Information  Technology  hardware  within  medical  facilities,  large  or  small,  can  be  a  
challenge.    This  presentation  will  examine  opportunities  for  I.T.  departments  to  accomplish  this  task  by  
utilizing  MM  Equipment  Management  routines.    Participants  will  learn  approaches  on  developing  
Equipment  Management  Dictionaries  and  Customer-­‐Defined  screens  to  enter  hardware  information.    In  
addition,  the  presentation  will  include  an  illustration  of  how  standard  and  NPR  Reports  can  be  used  to  
manage  maintenance  of  computers,  printers,  scanners,  and  other  I.T.  related  equipment  within  a  
healthcare  facility.  A  question  and  answer  session  will  follow  the  presentation,  as  time  permits.    
Handouts  of  covered  materials  will  be  provided.    
 
Chuck  Spurgeon  is  a  Senior  Consultant  with  Beacon  Partners.    He  has  extensive  experience  implementing  
and  supporting  the  MEDITECH  General  Financial  modules.    His  background  includes  both  Client  Server  
and  Magic  platforms  at  both  stand-­‐alone  healthcare  facilities  and  large  hospital  networks.    He  also  is  an  
intermediate-­‐level  NPR  Report  Writer  who  has  worked  on  many  projects  in  this  area,  including  revenue  
cycle,  departmental  audits,  and  system  conversions.  
 
 
 
332  –  ARRA  &  Physician  Documentation  in  the  Clinic  Setting  
Presenter:    Donna  Perry  
Organization:    Beacon  Partners  
 
Abstract:    As  ARRA  deadlines  loom,  many  clinics  are  rushing  to  convert  to  electronic  records.    Although  
physicians  may  be  familiar  with  using  electronic  documentation  and  ordering  within  the  hospital  setting,  
they  may  still  be  using  paper  methods  for  day  to  day  documentation  and  record  management  within  the  
clinic.  Reasons  for  this  lag  are  many,  however  a  common  challenge  is  the  sheer  complexity  of  clinic  
operations  coupled  with  a  lack  of  resources  that  are  able  to  understand  and  assist  with  the  transition.  
In  this  interactive  session,  the  audience  will  examine  the  processes  of  a  theoretical  Internal  Medicine  
clinic  and  discuss  what  type  of  preparation  will  be  needed  for  a  conversion  to  an  electronic  record.  
Audience  members  will  gain  an  understanding  of  process  evaluation  that  can  be  used  to  help  prepare  
their  own  clinics  for  a  paper  to  electronic  conversion.    
 
Donna  Perry,  R.N.,  has  been  fortunate  to  be  able  to  work  in  the  medical  profession  for  over  30  years.    Her  
clinical  experience  includes  critical  care,  emergency  medicine,  surgery  and  ambulatory  care.  She  has  also  
worked  as  an  education  specialist,  a  clinic  manager  and  informatics  nurse.  As  a  Beacon  Partners  Senior  
Consultant,  Donna  enjoys  helping  people  design  the  processes  needed  to  support  an  ambulatory  record.    
 
 
 
 
333  –  Best  Practices  in  Documentation:    Are  You  Getting  the  Most  Out  of  Your  Charting?  
Presenter:    Shannon  Lyons  
Organization:    Beacon  Partners  
 
Abstract:    As  more  and  more  hospitals  move  to  electronic  documentation  for  physicians  and  nurses  the  
common  question  is  “What  is  the  best  way  to  document?    What  information  do  I  need  to  include,  and  
what  is  excessive?”      This  presentation  will  focus  on  the  opportunities  for  improvement  in  
documentation  to  make  the  information  within  the  medical  record  accessible,  timely,  relevant,  and  
legally  defensible.  Throughout  the  presentation  key  portions  of  the  chart  will  be  addressed,  as  will  
common  misconceptions,  gaps,  and  points  of  confusion.      Additionally,  the  opportunities  that  are  
available  in  electronic  documentation  will  be  highlighted,  including  the  ease  of  tracking  and  trending  
patient  outcomes  in  MEDITECH,  as  well  as  increased  opportunities  for  research  into  improvements  in  
patient  care.      
 
Shannon  Lyons,  RN,  obtained  her  Bachelor  of  Science  in  Nursing  from  the  University  of  Massachusetts  
Amherst,  and  her  Masters  in  Medical  Informatics  from  Northeastern  University.    She  has  years  of  
experience  as  an  Emergency  Room  and  Trauma  nurse,  coupled  with  experience  as  an  analyst  and  
product  manager.    Ms.  Lyons’  primary  interest  is  in  the  integration  of  technology  into  healthcare,  
particularly  as  it  effects  clinical  documentation  and  workflow.    As  a  Senior  Consultant  for  Beacon  
Partners  Ms.  Lyons  is  familiar  with  the  challenges  that  the  implementation  of  electronic  documentation  
can  bring,  and  the  rewards  that  a  well  designed  and  implemented  system  provides.  
334  –  Inspiring  Reporting  Options  in  the  World  of  6.0  (M-­‐AT)  
Presenter:    Glen  D'Abate  
Organization:    Acmeware,  Inc.  
 
Abstract:    If  you  are  preparing  to  implement  MEDITECH  version  6.0,  there  are  unique  ad-­‐hoc  report  
development  challenges  that  will  need  to  be  addressed.    The  NPR  Report  Writer  is  not  capable  of  
accessing  M-­‐AT  based  applications  data  (i.e.  advanced  clinical  –  PCS/EDM/OM  /ARM)  for  ad-­‐hoc  reports.    
The  newly  developed  6.0  Report  Designer  ad-­‐hoc  reporting  application  does  not  contain  the  robust  
development  toolset  found  in  NPR  RW  and  has  efficiency  limitations  when  accessing  the  older  NPR  data  
structures.  Filling  this  void  is  the  Data  Repository  (DR)  SQL  Server  database  application  which  provides  a  
platform  for  efficient  ad-­‐hoc  report  development  using  all  NPR-­‐based  and  M-­‐AT-­‐based  application  data  
in  6.0.  
 
This  session  will  provide  a  high  level  review  of  ad-­‐hoc  report  development  tools  that  are  available  for  
free  as  part  of  your  MEDITECH  DR,  Microsoft  SQL  Server  Database  implementation.    We  will  review  
three  distinct  interactive  development  environments:  
 
1.  Analysis  Services  –  Where  significant  initial  development  work  is  required  to  configure  an  ad-­‐hoc,  
web-­‐based  reporting  environment  and  little  or  no  training  is  required  for  end  users  to  analyze,  review,  
and  manipulate  numeric  report  data  (e.g.,  totals,  counts,  averages,  etc.).  
 
2.  Report  Model/Report  Builder  –  Where  significant  initial  development  work  is  required  to  configure  an  
ad-­‐hoc,  web-­‐based  reporting  environment  and  minimal  training  is  required  for  non-­‐technical  staff  to  
develop  ad-­‐hoc  reports  including;  selecting  report  output  columns,  filtering  data,  aggregation,  layout,  
format,  input  parameters  and  more.  
 
3.  Report  Server  Projects  (in  Visual  Studio)  –  Where  technical  staff  can  develop  highly  sophisticated,  full-­‐
featured,  web-­‐based  reports  with  access  to  all  of  the  technical  capabilities  of  the  Microsoft  Visual  Studio  
interactive  development  environment  
 
This  session  will  provide  an  overview  of  the  pros  and  cons  of  each  of  these  Microsoft  Report  
development  technologies  in  the  context  and  unique  configuration  of  the  MEDITECH  DR  environment.    
Anyone  interested  in  learning  more  about  ad-­‐hoc  report  development  in  the  MEDITECH  6.0  world  
should  consider  attending  this  session.  
 
Glen  D’Abate  is  founder  and  President  of  Acmeware,  Inc.    Glen  has  25  years  of  experience  working  in  the  
healthcare  IT  field,  including  13  years  at  MEDITECH  where  he  led  development  of  the  Data  Repository  
(DR)  application.  Under  Glen’s  guidance,  Acmeware  has  earned  a  reputation  as  a  leader  in  DR  consulting  
field  and  is  recognized  for  developing  innovative  DR-­‐based  reporting,  custom  application,  and  interfacing  
solutions.    He  has  also  developed  a  DR  report  writing  training  program  that  has  been  attended  by  
participants  from  dozens  of  DR  sites.  Glen  has  an  undergraduate  degree  in  Engineering  and  Economics  
from  Trinity  College  and  graduate  degrees  in  Biomedical  Engineering  and  in  Finance  from  R.P.I.  and  
Boston  College.