September 2026
PDS Workshop: Improving Patient Care with HCCs
September 29, 2026 12:00 pm Eastern (NYC)
Understanding care gaps for patients with chronic conditions is a key goal of best-practice medicine. To maximize quality by leveraging Hierarchical Condition Categories (HCCs), focused analytics is critical to understanding patient populations, conditions, and performance gaps. In this workshop, you will learn how the PDS HCC Revenue and Care Insights provide timely analytics to enhance patient care while maximizing revenue using CMS HCC utilization, appointment, and wellness visit data.
PDS Workshop: Excel Charts for Advanced Data Analysis and Insight
September 29, 2026 1:00 pm Eastern (NYC)
Take your Excel visualization skills to the next level by exploring advanced chart techniques designed to uncover deeper insight from your data. In this workshop, we will demonstrate how to build and apply XY, Dumbbell, Treemap, Box & Whisker, and Jitter charts to better analyze relationships, variation, distributions, and performance patterns. We will also showcase examples from the PDS Dashboard Library to illustrate how these visualizations can enhance analytical reporting across healthcare organizations.
PDS Workshop: Physician Compensation Reporting with PDS DASH
September 29, 2026 2:00 pm Eastern (NYC)
Did you know that many PDS clients utilize the PDS tools in a variety of ways to calculate, automate, and present physician compensation reports? In this workshop, evaluate your current compensation processes and identify incremental gains to be made. We will explore the PDS Dashboard Library and the use of PDS DASH. We will also gain insight into the functionality of PDS PhyComp. Come learn more about how you can start improving your physician compensation reporting.
PDS Workshop: Analyzing Payer Underpayments
September 29, 2026 3:00 pm Eastern (NYC)
This workshop guides you through how to identify and analyze payer underpayments using PDS Reimbursement analytics, including comparing expected versus paid amounts and uncovering patterns of non-compliance. Building on these capabilities, we then discuss the optional PDS Contract Analyzer module, which enhances this work by evaluating contracted fee schedules and modeling proposed rate changes. Attendees will leave with a clear understanding of the workflows, key metrics, and practices needed to manage reimbursement challenges.
October 2026
Unlocking the Power of the PDS Transaction and Utilization Cubes – Academy Training*
October 8, 2026 1:00 pm Eastern (NYC)
This training class guides you through the core cube and reporting capabilities inherent in the PDS Transaction, Daily Transaction, and Utilization data sets. Discover the art of navigating through these cubes with ease as we teach you to adeptly analyze charges, payments, adjustments, procedures, diagnoses, RVUs, and more. Learn how these various KPIs can easily be transformed into dynamic visualizations. To enhance your learning experience, we will also illuminate how the PDS cubes are complementary and provide a holistic view of your revenue cycle, enriching your analytical capabilities. Join us to unlock the full potential of these powerful tools.
PDS iMPower Visual – Academy Training*
October 9, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower Visual by learning the skills you need to create intuitive, visual web dashboards. Learn to navigate through the visual tool and the key steps to creating picture-perfect dashboards, as well as functions to enhance them with filters and interactive features for quick analysis. Understand the value of combining multiple datasets into a single visual web dashboard to provide the most robust user experience.
PDS iMPower I – Academy Training*
October 14, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower, our web-based analytics solution powered by the MicroStrategy BI suite, by learning the basics necessary for analyzing data in reports. During Class I, learn to navigate through the tool, create new reports, perform basic report options (sorting, drill-to-detail, working with pivot buttons, page-by, and filtering), and how to export data.
PDS iMPower II – Academy Training*
October 15, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower, our web-based analytics solution powered by the MicroStrategy BI suite, by learning the basics necessary for analyzing data in reports. Class II will expand on report options with topics including grouping data (derived elements), totals, calculations, and report formatting.
PDS DASH I – Academy Training*
October 19, 2026 1:00 pm Eastern (NYC)
This class will cover how to generate Excel-based dashboards using PDS DASH. Topics for Class I include a review of PDS DASH functions, project components, and data source requirements. We will review the concept of Excel templates, index requirements, detail data sources, and the use of cross-references. We will also create sample PDS DASH projects and generate dashboards.
PDS DASH II – Academy Training*
October 21, 2026 1:00 pm Eastern (NYC)
This class will cover how to generate Excel-based dashboards using PDS DASH. In Class II, we will discuss the use of summary data sources, examine delete-from-rows functionality in more detail and review the various job functions. We will also work with modifying different Excel templates for use with PDS DASH.
PDS Workshop: The Value of HCCs to Improve Quality
October 22, 2026 1:00 pm Eastern (NYC)
Understanding care gaps for patients with chronic conditions is essential to delivering high-quality care. Leveraging Hierarchical Condition Categories (HCCs) requires focused analytics that reveal patient needs, condition trends, and areas where performance can be strengthened. This workshop shows how PDS HCC Revenue and Care Insights use CMS HCC utilization, appointment, and wellness visit data to provide timely, practical analytics that improve patient care and support appropriate revenue capture.
PDS Workshop: Integrating Patient Satisfaction KPIs
October 22, 2026 2:00 pm Eastern (NYC)
Patient experience is a key focus in physician practices today, with patient satisfaction frequently impacting MIPS and quality-based incentive payments. In this workshop, we will demonstrate several methods using PDS tools to effectively stage and visualize patient satisfaction scores. Additionally, we will present examples of compelling dashboards and discuss how to integrate additional Key Performance Indicators (KPIs) to focus physicians, clinics, and departments, ultimately enhancing the patient experience.
PDS Workshop: Physician Comp. Reports that Communicate
October 22, 2026 3:00 pm Eastern (NYC)
Effective compensation reporting starts with strong report design that clearly communicates expectations, performance, and payouts. In this workshop, we will discuss how to improve clarity, automation, and consistency with the PDS Dashboard Library and PDS DASH. You will also gain an introduction to PDS PhyComp and how it can enhance and automate compensation workflows. Join us to learn practical ways to strengthen your physician compensation reporting.
PDS Workshop: Understanding PDS for New Users
October 26, 2026 1:00 pm Eastern (NYC)
This workshop provides a practical introduction to the PDS suite for new users, managers, and executives. Learn the foundational features that support reporting, visualization, and information distribution across your organization. Whether you are just getting started or need a structured overview, this session will accelerate your understanding of key terminology, core functions, and best-practice use cases. Join us to learn how to make the most of the PDS platform and drive stronger analytics outcomes.
PDS Workshop: Incorporating Benchmarks to Drive Improvement
October 26, 2026 2:00 pm Eastern (NYC)
Incorporating benchmarks into existing productivity reports can be a powerful tool for providing context for productivity goals and driving organizational performance. This workshop will explore various benchmark types and provide guidance on when to apply them. We’ll look at how to integrate benchmarks into dashboards to quickly identify performance trends and implement strategies for driving continuous improvement.
PDS Workshop: Blending Revenue and Expense Data for Performance Improvement
October 26, 2026 3:00 pm Eastern (NYC)
Join us at this workshop to explore fundamental design principles for crafting impactful dashboards, allowing you to monitor performance against budgets. Through the integration of revenue, expense, and budget data with volume and productivity metrics, learn how to construct robust and informative dashboards. Seamlessly blend metrics to present financial and statistical analyses more effectively, using innovative visualization techniques. Attend this session to glean valuable insights on designing powerful dashboards that help you monitor performance against your budget.
PDS iMPower Report-on-Report – Academy Training*
October 27, 2026 1:00 pm Eastern (NYC)
Do you need help with those complex user requests like “Find all patients who had CPT 99381 in January and report on all additional procedures since then” or “Patients who had a surgery visit and did not have a follow-up within three months”? Then Report-on-Report training is for you! Learn how to create a report as a filter for another report. The class will walk through several scenarios for you to learn the key steps to creating these advanced reports. Perfect for “who had this but did or didn’t have that” type of reporting.
Unlocking the Power of the PDS Reimbursement and Lag Cubes – Academy Training*
October 28, 2026 1:00 pm Eastern (NYC)
This training class guides you through the core cube and reporting capabilities inherent in the PDS Reimbursement and Lag data sets. Discover the art of easily navigating through these cubes as we teach you to analyze matched payments, collection rates, reimbursement per procedure, and time to payment, among other key payer reimbursement KPIs. Expand your knowledge base and learn how these cubes and reports integrate with other components in the PDS solution. Join us to gain a comprehensive view and enhance your analytical capabilities using these powerful tools.
PDS Workshop: Understanding PDS iMPower Visual Dashboard Capabilities
October 29, 2026 1:00 pm Eastern (NYC)
Today, web visualization is a high priority for healthcare organizations’ reporting needs. Explore the robust capabilities offered by the PDS iMPower Visual module. In this session, you’ll discover the fundamental functions of dashboard panels and the essential steps for crafting a visual dashboard enriched with interactive features. This workshop will discuss best practices to transition from static dashboards to interactive web-based visualizations.
PDS Workshop: Excel Charts for Dashboards Part 1
October 29, 2026 2:00 pm Eastern (NYC)
Join us for this interactive workshop where we explore 5 advanced Excel charts designed to enhance your visual dashboards. Learn how to create and effectively use Speedometer, Bullet, Heatmap, XY, and Variable Bar charts. Discover how to match the proper charts with the right data and reports for maximum impact. We’ll showcase real-world examples from the PDS Dashboard Library to provide context and inspiration. Perfect for professionals looking to take their Excel visualization skills to the next level or further leverage the robust capabilities of PDS DASH.
PDS Workshop: Excel Charts for Dashboards Part 2
October 29, 2026 3:00 pm Eastern (NYC)
Learn about the primary tools for delivering PDS DASH dashboards—PDS Portal and PDS Distributor—in this informative session. You will learn how dashboards can be pushed or pulled for quick access by users. Explore how your dashboards can be emailed, moved to folders, or posted via the web and “announced.” Furthermore, you will discover how PDS Distributor can enhance the value of other web distribution portals like Microsoft SharePoint. The ability to burst reports from PDS iMPower or Cognos Analytics for distribution with PDS Portal is also discussed. Join this session to gain valuable insights on how to effectively deliver dashboards using these powerful tools.
November 2026
PDS iMPower I – Academy Training*
November 9, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower, our web-based analytics solution powered by the MicroStrategy BI suite, by learning the basics necessary for analyzing data in reports. During Class I, learn to navigate through the tool, create new reports, perform basic report options (sorting, drill-to-detail, working with pivot buttons, page-by, and filtering), and how to export data.
PDS iMPower II – Academy Training*
November 10, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower, our web-based analytics solution powered by the MicroStrategy BI suite, by learning the basics necessary for analyzing data in reports. Class II will expand on report options with topics including grouping data (derived elements), totals, calculations, and report formatting.
PDS DASH I – Academy Training*
November 16, 2026 1:00 pm Eastern (NYC)
This class will cover how to generate Excel-based dashboards using PDS DASH. Topics for Class I include a review of PDS DASH functions, project components, and data source requirements. We will review the concept of Excel templates, index requirements, detail data sources, and the use of cross-references. We will also create sample PDS DASH projects and generate dashboards.
PDS DASH II – Academy Training*
November 17, 2026 1:00 pm Eastern (NYC)
This class will cover how to generate Excel-based dashboards using PDS DASH. In Class II, we will discuss the use of summary data sources, examine delete-from-rows functionality in more detail and review the various job functions. We will also work with modifying different Excel templates for use with PDS DASH.
Unlocking the Power of the PDS Accounts Receivable Cubes – Academy Training*
November 18, 2026 1:00 pm Eastern (NYC)
This training class guides you through the core cube and reporting capabilities inherent in the PDS Accounts Receivable data set. Understand how to navigate these cubes, while learning how to easily analyze A/R balances, A/R Aging, credit balances, and other best-practice KPIs. Enrich your education by learning how these cubes blend with other components in the PDS solution to provide a comprehensive view and enrich your analytical prowess. Ready to explore the full potential of these powerful tools? Join us today!
PDS iMPower Visual – Academy Training*
November 19, 2026 1:00 pm Eastern (NYC)
Get started with PDS iMPower Visual by learning the skills you need to create intuitive, visual web dashboards. Learn to navigate through the visual tool and the key steps to creating picture-perfect dashboards, as well as functions to enhance them with filters and interactive features for quick analysis. Understand the value of combining multiple datasets into a single visual web dashboard to provide the most robust user experience.
PDS iMPower Advanced – Academy Training*
November 20, 2026 1:00 pm Eastern (NYC)
Whether you are a new or existing PDS iMPower professional user, this Academy Training will cover the topics needed to create advanced reports. Understand how to create non-cube reports and utilize advanced filters. Learn to create prompts that allow users to filter reports on the fly easily. Custom groups will be reviewed, which allows you to group attributes with various criteria to bring report creation to the next level. A variety of advanced formatting options are also covered, including advanced thresholds that will provide the flexibility to personalize reports based on an attribute or metric qualification.
PDS DASH: Key Steps to Creating New Dashboards – Academy Training*
November 23, 2026 1:00 pm Eastern (NYC)
PDS DASH makes quick work of your dashboarding needs. Leveraging metrics from your existing analytics or reporting tools, you can quickly create, publish, and automate professional-looking dashboards ready for publication or distribution. Topics include an overview of PDS DASH, how to build a PDS DASH project, the key components of a PDS DASH project, and essential steps for creating a new dashboard.
PDS Workshop: Analyzing Payer Underpayments
November 24, 2026 12:00 pm Eastern (NYC)
This workshop guides you through how to identify and analyze payer underpayments using PDS Reimbursement analytics, including comparing expected versus paid amounts and uncovering patterns of non-compliance. Building on these capabilities, we then discuss the optional PDS Contract Analyzer module, which enhances this work by evaluating contracted fee schedules and modeling proposed rate changes. Attendees will leave with a clear understanding of the workflows, key metrics, and practices needed to manage reimbursement challenges.
PDS Workshop: Integrating Hospital and Professional Revenue Cycle Data
November 24, 2026 2:00 pm Eastern (NYC)
Join us in this workshop to explore the PDS Hospital Revenue Cycle analytics solution. Gain insights into methods for integrating facility data and professional billing data to conduct thorough analysis and generate comprehensive reports. We’ll discuss the distinctions and commonalities between professional and facility revenue cycle data within the PDS suite of solutions and discover ways to optimize reporting across your entire health system utilizing PDS tools.
Stacking PDS DASH Projects – Academy Training*
November 30, 2026 1:00 pm Eastern (NYC)
If the data sources that create your dashboards need to be manually manipulated before being utilized, attend this training to understand how PDS DASH projects can be combined to simplify your data preparation process. Learn how to create one PDS DASH project that can be utilized as a data source for another PDS DASH project.
