Where in the UGM is Dr. San Diego?

NextGen UGM 2026: Your Mission Starts in San Diego

Your mission, should you choose to accept it: uncover new ideas, solve practice challenges, and return home with a plan.

Shared IT created this interactive pre-conference workbook to help NextGen users make the most of UGM 2026. Follow the clues, explore the sessions, and discover opportunities to improve your practice.

Every Great Mission Starts With a Plan

With sessions to attend, new technologies to explore, and connections to make, NextGen UGM is full of opportunities. But where do you start?

That’s where your case file comes in.

This workbook helps you identify your practice’s biggest challenges, ask the right questions, and uncover valuable insights throughout the conference.

Whether you’re focused on clinical workflows, AI, revenue cycle management, or technology improvements, your mission is to leave San Diego with ideas worth bringing home.

Your Mission: Make the Most of NextGen UGM

  • Follow The Clues – Identify your pratice’s biggest challenges and the questions you want answered at UGM.

  • Plan Your Mission – Choose the sessions, demonstrations, and conversations that matter most to your team.

  • Crack the Case – Capture your best discoveries and identify the next steps to take when you return home.

Your NextGen UGM Case File

Everything you need to turn your conference experience into an adventure with a purpose

  • Mission Briefing – Identify your practice’s priorities and what would make UGM worthwhile.

  • Follow the Clues – Explore important questions about AI, clinical workflows, revenue cycle, and technology.

  • Build Your Case File – Plan your must-attend sessions and the questions you want answered.

  • San Diego Scavenger Hunt – Complete missions, make connections, and uncover ideas worth bringing home.

  • Case Closed? Turn your conference discoveries into an actionable plan.

The Data Diet Investigation: What Can Your Practice Leave Behind?

Your NextGen environment may be holding more than just patient records. Legacy data, outdated systems, and unnecessary technology costs could be creating challenges for your practice.

As you explore new ideas at NextGen UGM, consider what your organization could gain by taking a closer look at the data and systems you’re maintaining.

Shared Med IT’s Data Diet Program helps healthcare organizations address legacy data management, reduce unnecessary technology costs, and maintain access to important historical patient information.

Ready to investigate your data?

Learn how the Data Diet Program can help your practice simplify its technology environment.

More Clues to Uncover: Additional NextGen UGM Resources

Your mission doesn’t stop with the pre-conference workbook! Shared IT has created additional worksheets and checklists to help you take a closer look at your NextGen environment.

Whether you’re looking to improve workflows, evaluate data management, or address specialty-specific challenges, these resources can help you identify opportunities and prepare better questions for UGM.

Explore the resources below and download the ones that fit your practice.

  • NextGen Practice Optimization Worksheet

    Identify operational challenges, evaluate your NextGen environment, and prioritize improvements that could make the biggest impact on your practice.

  • Data Diet Self-Assessment

    Take a closer look at legacy data, storage costs, retention practices, and opportunities to simplify your NextGen data environment.

  • Workflow Friction Scorecard

    Discover where manual processes, duplicate work, and unnecessary steps may be slowing down your team and creating opportunities for automation.

Find the Right Clues for Your Specialty

Every specialty has its own workflow challenges. These checklists help you evaluate how NextGen supports your daily operations, identify unnecessary steps, and prepare questions to bring to UGM.

Urology Workflow Checklist

Evaluate specialty documentation, procedures, referrals, integrations, and opportunities to reduce manual work in your urology practice.

Gastroenterology & Endoscopy Workflow Checklist

Identify opportunities to improve procedure scheduling, referrals, clinical documentation, results, and communication between systems.

Rheumatology Workflow Checklist

Explore challenges involving infusion workflows, biologic medications, prior authorizations, lab monitoring, and patient coordination.

ENT & Allergy Workflow Checklist

Review allergy testing, immunotherapy, recurring visits, referral management, and repetitive processes that may benefit from better workflows.

Shared IT Med

As a NextGen partner for over twenty years, Shared Med IT specializes in innovation by developing customized solutions for Medical Practice Management and Electronic Healthcare Records. Our custom solutions are matched by training and a variety of service offerings. Focus on your practice while we leverage our NextGen team to meet your unique needs.

Shared IT Comm

Shared Comm IT leverages the 3CX communications platform to create an AWS cloud-based phone system that is always with you…on the go, at the office, or in your home. By integrating 3CX with AWS, Shared Comm IT connects your phones with your business systems and data.

Shared IT Protect

Shared IT Protect provides clients with the security tools needed to maintain safe networks. Ongoing monitoring of systems and data is enhanced by Network Audits, Risk Assessments, Annual Reviews, Security Scorecards, Cyber-Insurance Network Audit support, and Employee Cybersecurity Education.

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