2026 Clinical Informatics Symposium

Virtual Event

View presentation slides for MEDITECH's 2026 Clinical Informatics Symposium.

 Presentation slides can be viewed in the Agenda tab, and session recordings will be posted over the coming weeks as they are finalized.

Thank you to everyone who attended and helped make our virtual 2026 Clinical Informatics Symposium a success! 

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    Agenda

     Presentation slides posted below. Additional presentation slides and video recordings will be posted as they are made available. Note: All presentations and video recordings are password-protected and a login is required for viewing. If you need help with your login, please contact your IT department.

    Day 1 | Tuesday, June 23

    Strategic Intelligence: MEDITECH Workflows with Embedded AI
    Presentation Slides
    Joseph Cordone, Marketing Product Manager, MEDITECH
    As healthcare organizations contend with growing documentation demands and administrative complexity, MEDITECH continues to expand its AI portfolio to enhance the clinician experience, improve efficiency, and support financial performance. With a strategic focus on practical, workflow-driven innovation, MEDITECH is applying artificial intelligence where it can have the greatest impact on care delivery. This presentation explores the latest embedded AI solutions that bring intelligence directly into everyday clinical and operational workflows.

    1 p.m. Track Sessions
    Customer Success
    Real Data, Real Results:  How Catawba Valley Medical Center Scaled Clinical Performance with Advanced Data Insights
    Stephen Briggs, PharmD, BCPS, BCCCP, Pharmacy Informatics and Analytics Manager, Catawba Valley Medical Center
    Rico DeLuca, Supervisor, Client Services, MEDITECH
    Explore how Catawba Valley Health System used MEDITECH’s Advanced Data Insights within Business and Clinical Analytics to move from manual reporting to a real-time, self-service analytics model. This session will show how real-time visibility into CPOE and Bedside Verification performance drove measurable clinical improvement and supported an “A” Leapfrog Group grade for CPOE. We’ll also explore how giving pharmacy leaders access to historical and real-time medication data enables stronger operational decisions and better patient outcomes.

    Education
    The $50 Billion Opportunity: Navigating Rural Health Transformation with MEDITECH Expanse Accelerators
    Presentation Slides
    Janet Desroche, Associate Vice President, Customer Experience, MEDITECH
    Join MEDITECH Associate Vice President Janet Descroche for a practical look at how rural health organizations can align MEDITECH Expanse with the Rural Health Transformation Program (RHTP), a $50 billion federal initiative supporting workforce stability, chronic disease management, behavioral health, telehealth, and maternal health. Learn how existing Expanse tools can help organizations meet funding requirements, reduce clinician burden, and turn federal investment into lasting rural transformation.

    Optimization
    Optimizing Patient Communication: The Patient Connect Two-Way Journey
    Presentation Slides
    Garrit Ophus, Director Of Information Systems, Northern Montana Health Care
    Geoffrey Rice, Senior Supervisor, Client Services, MEDITECH
    Learn how Northern Montana Health Care leveraged two-way communication within Patient Connect to strengthen patient engagement and improve operational efficiency, gaining valuable insights from its transition from one-way messaging, including key lessons learned and outcomes achieved.

    Enhancement
    Bridging the Continuum of Care with Expanse Outpatient Therapy
    Presentation Slides
    Pamela Crandall, MS, CCC/SLP, Marketing Product Manager, MEDITECH
    See how Expanse Outpatient Therapy streamlines the full rehabilitation journey, giving therapists more time for patient care and reducing time spent on administrative work. Built for the distinct workflows of physical, occupational, and speech therapy, it supports specialized documentation, coordination, and clinical efficiency. We’ll also explore the Episode of Care (EOC), a longitudinal record that brings referrals, authorizations, and multidisciplinary documentation into one unified view across the continuum of outpatient rehab.

    Early Adopter
    How Pella Regional Transformed Patient Care with Traverse Exchange
    Presentation Slides
    Doug Kanis, DO, CMIO, Chief of Staff, Pella Regional Health Center
    In emergency and acute care, access to the right information can directly impact the speed and quality of clinical decision-making. Before implementing the Traverse Exchange consolidated patient summary, clinicians at Pella Regional Health Center often lacked timely access to the outside records needed to treat patients confidently and efficiently. Hear Dr. Kanis share how Pella transformed disconnected workflows into a more connected care experience, and how the consolidated patient summary quickly evolved from a new technology into an essential clinical lifeline.

    2 p.m. Track Sessions
    Customer Success
    Pump It Up: Integration of BD Alaris IV Infusion Pumps into MEDITECH Expanse
    Presentation Slides
    Jason A. Johnson, BSN, RN, Clinical Systems Analyst Manager, Willis Knighton Health
    Learn how Willis Knighton Health integrated BD Alaris Infusion Smart Pumps with MEDITECH Expanse to streamline infusion documentation and improve workflow efficiency. This session will review the implementation roadmap, key lessons learned, and practical guidance to help others avoid common pitfalls. We’ll also share end user feedback and the impact of integrated smart pump documentation within the Expanse workflow.

    Education
    Maximizing Best Practice Adoption through Education
    Presentation Slides
    Lauren Kelly, Manager, EHR Integrated Architects, MEDITECH
    Diandra Burke-Costa, Customer Education Lead, MEDITECH
    Unlock the value of MEDITECH’s Integrated Workflow seminar series, designed to help super users and core team leaders strengthen cross-functional workflow knowledge, promote best-practice adoption, and drive clinical and operational success. Attendees will also learn about the educational resources available to support ongoing staff development and long-term optimization within Expanse.

    Optimization
    Closing the Gap: Operationalizing Suicide Prevention and Evidence-Based Care in MEDITECH Expanse 
    Presentation Slides
    Janet Desroche, Associate Vice President, Customer Experience, MEDITECH
    Jacqueline Rivera, Senior Analyst, Clinical Excellence, MEDITECH
    Explore how MEDITECH Expanse standardizes and operationalizes suicide prevention as a proactive clinical workflow by embedding evidence-based frameworks like Zero Suicide and CAMS into care delivery. Learn how tools such as C-SSRS screening, surveillance boards, and patient portal outreach support real-time risk identification, monitoring, and follow-up to ensure continuous patient safety. The session also highlights alignment with the Rural Health Transformation program, showing how integrated technology enables consistent, high-quality behavioral health care in both urban and rural settings.

    Early Adopter
    The NEW Expanse Pathology: Feedback Straight from Early Adopters and Future Strategy
    Presentation Slides
    Michelle Cochran, Senior Manager, IT Applications, Goshen Health
    Jennifer Ford, Manager, Product Management, MEDITECH
    Hear how Goshen Health successfully deployed Expanse Pathology and the lessons learned along the way. This session shares practical guidance for preparing for implementation, along with feedback from the team’s experience using the solution. Attendees will also preview MEDITECH’s pathology roadmap, including the newly released Digital Pathology.

    Enhancement
    Exploring Ambient Listening with MEDITECH
    Presentation Slides
    Michael Coelho, Marketing Product Manager, Marketing, MEDITECH
    Ambient listening technology can significantly enhance physician documentation and allow for greater focus on patient care. Join MEDITECH’s Product Management team to learn more about our integration with ambient listening vendors and an introduction to MEDITECH's own Expanse Ambient solution in Expanse Now.

    3 p.m. Track Sessions
    Customer Success
    Advancing Patient Scheduling through Automation
    Nolan Konduc, CWS Team Manager, Interior Health Authority
    Hari Prithviram, CWS Team Lead, Patient Connect, Interior Health Authority
    Tim Eggleston, Intelligent Automation Team Lead, Interior Health Authority
    Join Interior Health for an overview of advances in patient scheduling, including self-scheduling, automated referral management, emailed appointment instructions, and enhanced digital communication. The session will highlight how these innovations improve the patient experience, reduce waitlists, balance workloads, and help mitigate challenges such as postal disruptions and financial pressures. 

    Education
    Ambulatory Order Reconciliation: Strategies for Improving Efficiency and Process Reliability
    Julianne Donovan, Analyst, Client Services, MEDITECH
    Andrew Martin, Analyst, Client Services, MEDITECH
    During this session, attendees will learn to establish clear roles, implement standardized workflows, and apply system configuration and compliance-monitoring strategies to improve the efficiency and reliability of ambulatory order reconciliation, ensuring that all outside results are properly linked to orders for patient safety and reliable follow-up of recommended patient care.

    Optimization
    Accurate Clinical Documentation
    Presentation Slides
    Jason Touhey, Medical Director of Informatics, CMIO, Berkshire Health Systems
    Discover tools that support precise, timely, and objective documentation to promote continuity of care, enhance patient safety, and ensure proper reimbursement, particularly within an ACO model.

    Early Adopter
    The Next Chapter of Expanse Now: New Functionality and Real-World Insights
    Presentation Slides
    Hayley Baldwin, NP-C, Ambulatory Provider Champion, Fulton County Health Center
    Alison Raposa, Senior Analyst, Client Support, MEDITECH                                   
    Expanse Now continues to evolve to meet clinicians' needs, delivering greater flexibility while fostering stronger collaboration and alignment across care teams. Learn about the latest enhancements, including e-prescribing as well as other new capabilities, and hear from an early adopter as they share their implementation journey and the impact these features have had on clinical workflows.

    Enhancement
    Break the Glass: Secure Access in Critical Moments
    Stacey Kiely, Director, Product Development, MEDITECH
    Amanda Jones, Software Designer, Product Development, MEDITECH
    Learn how the “Break the Glass” feature streamlines clinical workflows while maintaining regulatory compliance by granting clinicians temporary emergency access to restricted data with full audit trail capture. This session will also review updates delivered to our Early Adopter (EA) program and discuss upcoming enhancements.

    Day 2 | Wednesday, June 24

    Unlocking EHR Value: A Playbook for Clinical Optimization at Scale
    Presentation Slides
    Alyson Silva, Senior Analyst, Client Services, MEDITECH
    Jennifer Carangelo, Senior Analyst, Client Services, MEDITECH
    Move beyond go-live and learn how to build a culture of continuous EHR optimization. In this session, MEDITECH’s Clinical Optimization Team shares a scalable blueprint for long-term success, including project planning, clinician engagement, communication, and education strategies. Through real-world customer examples, we’ll explore how organizations are driving meaningful improvements through personalization, order set optimization, and emerging innovations like Generative AI.

    1 p.m. Track Sessions
    Customer Success
    From Insight to Action: How Boone Health Slashed No-Show Rates by 50% Using Predictive Analytics
    Presentation Slides
    Brenda Sexson, Director of IT, Boone Health
    Explore how Boone Health used MEDITECH’s AI-driven predictive no-show modeling to improve patient access and scheduling efficiency. By embedding real-time risk scoring into daily workflows, Boone achieved 93% prediction accuracy and reduced no-show rates from 7% to 3%. This session will explore how predictive insights helped optimize provider schedules, improve access, and ensure more patients receive timely care.

    Education
    The Evolving Regulatory Landscape: What to Know and Watch
    Presentation Slides
    Katherine Todesco, Senior Analyst, Regulatory Programs, MEDITECH
    Tiffany Jeter, Analyst, Regulatory Programs, MEDITECH
    The Centers for Medicare & Medicaid Services (CMS) and the Office of the National Coordinator for Health Information Technology (ONC) are advancing interoperability and FHIR adoption through ongoing rulemaking. This session will review key regulatory updates, including 2026 requirements for CMS programs such as Promoting Interoperability (PI) and QPP, as well as proposed changes for 2027 and beyond, helping you stay informed on what’s ahead while connecting with MEDITECH experts and peers.

    Optimization
    Reducing the Nursing Documentation Burden
    Alyson Silva, Senior Analyst, Client Services, MEDITECH
    Learn strategies for conducting routine maintenance, implementing potential enhancements, and assessing policy changes that can help mitigate the nursing documentation burden.

    Home Care
    The New Standard in Homecare Finance: Automating Value-Based Purchasing Adjustments
    Presentation Slides
    Lucy Tenai, Analyst, Home Care Client Services, MEDITECH                      
    Maximize billing accuracy and financial performance by leveraging the latest automation for Value-Based Purchasing (VBP). This session will cover the essential configuration of the enhanced Payer Dictionary and explain how VBP auto-calculation works within the revenue cycle. You’ll also learn how to automate performance-based adjustments so that Expected Balance and financial reporting accurately reflect true net revenue in real time.

    Enhancement
    DNA-Driven Safety: Upgrading Surveillance with Genomics for Behavioral Health
    Siobhan Callahan, Specialist, Client Services, MEDITECH
    Larissa DeGregorio, Analyst, Client Services, MEDITECH
    Explore new Surveillance enhancements that integrate genomic data directly into surveillance and registry workflows, with an initial focus on advancing behavioral health and medication safety initiatives.

    2 p.m. Track Sessions
    Customer Success
    Moab's Journey from Spreadsheets to Registries
    Presentation Slides
    Rachel Parker, MSN, RN, Clinical Informatics, Moab Regional Hospital                                                                           Learn how Moab Regional Hospital transformed care coordination by replacing manual spreadsheet tracking with patient registries. Hear how centralized patient data has improved follow-up management, closed care gaps, streamlined quality reporting, and enhanced outcomes for diverse patient populations.

    Education
    Maximizing Your MEDITECH Circle Experience
    Presentation Slides
    Deborah Orlando, Analyst, Business Systems, MEDITECH
    George McLaughlin, Analyst, Business Systems, MEDITECH
    Jennifer Riding, Analyst, Business Systems, MEDITECH
    Explore the full potential of MEDITECH Circle, your customer service portal designed to help you move beyond reactive troubleshooting toward a more proactive, data-informed approach to support, collaboration, and knowledge sharing. You’ll learn how to use the MEDITECH Circle Agent for fast, self-service answers, engage in Community Forums to connect with peers and share best practices, and leverage reporting tools for deeper case tracking and management.

    Optimization
    Decluttering the Workload
    Presentation Slides
    Stephanie Betts, Specialist, Client Services, MEDITECH
    Reduce clinician workload and messaging fatigue by ensuring every message reaches the right person. Explore smart routing strategies, favorite recipients, and grouping labels that help streamline inbox management. You’ll learn how these tools can declutter communications, improve focus, and significantly reduce time spent managing messages.

    Home Care
    Beyond the Report: Home Care Remote Optimization
    Presentation Slides
    Patricia Rios, Senior Supervisor, Home Care Client Services, MEDITECH
    Numbers tell a story, but action drives outcomes. Join us for an overview of Home Care Remote Optimization, a holistic evaluation process that combines clinical and financial analytics with expert guidance. We’ll show how we assess an agency’s key “vital signs,” translate insights into an Executive Summary, and partner with leadership to drive sustainable improvement.

    Enhancement
    Expanse Ambient for Nursing: Building the Future of Care Together
    Presentation Slides
    Pamela Crandall, MS, CCC/SLP, Marketing Product Manager, MEDITECH
    Jennifer Ford, Manager, Product Management, MEDITECH
    The modern nursing landscape is often shaped by “death by a thousand clicks,” where EHR documentation and administrative tasks pull clinicians away from direct patient care. This presentation explores ambient nursing technology as a shift toward passive, background systems that reduce documentation burden and allow nurses to focus more fully on patients.    

    3 p.m. Track Sessions
    Customer Success
    Pediatric Medication Safety by Design: Building Safeguards in MEDITECH Expanse
    Presentation Slides
    Zahirah Ahmed, Clinical Pharmacy Informatics Pharmacy Manager, HCA Healthcare
    Pediatric medication safety requires thoughtful clinical design, standardized workflows, and strong governance to reduce risks associated with weight-, age-, and development-based dosing. Join Zahirah Ahmed from HCA Healthcare as she explores key safety principles and how MEDITECH Expanse supports safer care through weight-based dosing, pediatric-specific order sets, standardized concentrations, and clinical decision support. Learn how interdisciplinary collaboration and governance help sustain safe, reliable medication practices.

    Education
    Care Compass in Practice
    Presentation Slides
    Ashley Kennedy, CMA, Director, Information Services, Major Health Partners
    Join Major Health Partners as they share how they're using Care Compass to enhance visibility, support decision-making, and integrate into existing workflows. This session will cover practical examples, benefits achieved, and insights gained during implementation.

    Optimization
    Enhancing ED Continuity with Advanced Surveillance
    Dr. Ken Chan, Director of EM & Assistant CMIO, Fraser Health Authority
    Discover how Fraser Health is utilizing advanced surveillance to improve critical review of Left Without Being Seen (LWBS), Labs and diagnostics, and closing the loop on outpatient referrals.

    Home Care
    Documenting Hope in Home Care
    Presentation Slides
    Alicia Jackson, Senior Specialist, Home Care Client Support, MEDITECH
    Explore the Hospice Outcomes and Patient Evaluation (HOPE) documentation assessment and its implementation in Home Care. We’ll review real-world examples and address common customer questions to support practical understanding and adoption.

    Enhancement
    Breaking Down Barriers: Expanding Patient Access with MEDITECH
    Siobhan Warner, CPM, Marketing Product Manager, Patient Engagement, MEDITECH
    Learn how MEDITECH is breaking down barriers in patient access through innovative guest features and remote patient monitoring solutions. This session highlights how digital tools streamline registration, improve patient and family engagement, and extend care into the home. We’ll also examine how these capabilities reduce friction, enhance communication, and support more equitable, efficient access to care.

     

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