Business Intelligence Within Reach

Topic + Discussion Summary

Better data, better decisions. If only it were that easy. But with Nate Moore’s training, you can generate the type of business intelligence that keeps your Key Performance Indicators (KPIs) in your medical practice in front of you and your management team. Being able to access this information with less frustration will open up new conversations within your practice as you apply your roadmap and capture profit opportunities.

The abundance of data can be viewed as a burden or a blessing depending on your mastery of data manipulation. This session will demonstrate several models to create interactive, customized reports for your medical practice. It will begin with Excel Pivot Tables that sort, filter, group and chart data. Next, Nate will demonstrate how to connect those Excel reports to a SQL Server so that when the data changes, the reports and charts automatically update every time Excel is opened. Finally, there will be an introduction to SQL Server Reporting Services (SSRS) to schedule email alerts and create webpages that show just what you need to know, when you need to see it.


Learning Objectives

  • Differentiate three models for creating customized reports for medical practices.
  • Analyze Excel, SQL Server and SSRS custom reports.
  • Leverage applications for each reporting model in your practice environment.


Keynote Speaker

Nate Moore - Minneapolis CPA Firm

Nate Moore, CPA, MBA, FACMPE
Moore Solutions | Salt Lake City, UT

Nate Moore, CPA, MBA, FACMPE speaks, consults, records, and writes about business intelligence, data mining, SQL Server and Microsoft Excel in medical practices throughout the country. His presentations consistently receive top marks as powerful, entertaining tools that can be used in the clinic immediately. Nate’s consulting focuses on mining and leveraging medical practice data into actionable knowledge.

Nate’s first book, Better Data, Better Decisions: Using Business Intelligence in the Medical Practice, written with Mona Reimers, is an MGMA best-seller. The book is packed with visual examples of how practices are using data to drive productivity improvements and better patient care. Elizabeth Woodcock says, “Quite simply, this book will change the way you think about data, how to capture it and how to analyze it. I rarely see a book that I can legitimately call a ‘game changer’ but this is certainly one of them… Read it; treasure it.”

Mary Pat Whaley calls Nate, “one of the great gurus of data in the place where healthcare begins – in the physician practice.” Read our interview on LinkedIn to get ideas on how to see your medical practice data in a completely different light.

Nate speaks around the country to medical practice executives about using Excel in their practices. Nate creates a series of powerful Excel Videos demonstrating how to use Excel in a medical practice. Excel Videos have been viewed tens of thousands of times by practice managers across America. He moderates the Excel Users MGMA Community, the online resource for practice administrators to collaborate about Excel. He writes articles for magazines like MGMA’s Connexion and for HBMA’s Billing.

Discussion And Questions Answered

Throughout his keynote presentation, Nate will engage the audience to ask questions about the training material and also what challenges they experience in obtaining reports that clarify business issues. His presentation style is open, so attendees are free to stop him throughout and engage in discussion.

Networking Reception

Following the group panel discussion, all attendees are invited to a networking reception right outside the conference. Here is your chance to ask one-on-one questions of the keynote presenter or discuss in small groups and make new connections. Build up your network of contacts and other like-minded professionals to bounce ideas off or learn from their past experience.

There will complimentary hors d’oeurves and a host bar with wine, beer, premium spirits and assorted soft drinks available.