After Leading Epic Go-Lives for over 15 Years, here’s what we’ve learned.

At ReMedi Health Solutions, our decades of experience leading Epic implementations have taught us invaluable lessons about ensuring successful go-lives. From taking a clinical-first approach to engaging end-users and investing in comprehensive training, we’ve honed in on best practices that drive Epic adoption, efficiency, and better care delivery. Below are some non-exhaustive insights we’ve collected over the years from a healthcare executive’s perspective.  

Epic Go-Live Lessons Learned from a Physician Executive

Lesson One. Solve clinical first, then IT.

For health IT leaders, one of the biggest decisions is determining how to optimize clinical workflows within Epic to support superior care delivery and revenue cycle management. All too often, the technical capabilities drive decisions rather than clinical needs.

For a health system that is transitioning from, merging, or acquiring a practice using an EHR like Cerner, Allscripts, or Meditech and going live on Epic, it’s critical to understand the ins and outs of both systems at the outset of the migration project. Using a strategic Change Management approach, it’s vital to know deeply how clinical workflows facilitated care on Cerner and how they will be optimized using Epic. Implementing new workflows across the entire system is difficult, but possible when the leadership team can explain both systems.

At ReMedi, we advocate a clinical-first philosophy. This means understanding and seamlessly integrating Epic into existing workflows for each role – from physicians to nurses, to billing specialists. Training staff to the top of their licensure by role allows them to practice at their highest level within Epic’s functionality.

We approach Epic solely through a clinical lens first, before examining the technical/IT requirements. Solutions are built around enhancing medical practices and decision-making capabilities, not structured around Epic system specs. For any issues that arise, our physician informaticists determine whether they stem from functionality gaps requiring optimization or necessitate system builds/integrations.

Lesson Two. Engage your end-users early and often.

One key challenge health IT leaders face is achieving buy-in and adoption from frontline clinical staff. Epic go-lives are major transformations – without end-user engagement, satisfaction plummets. According to a recent 2024 Arch Collaborative report, some examples of the tops methods that improve EHR satisfaction include:

  • Making EHR education more accessible to all clinicians and staff
  • Prioritizing effective communication with clinicians 
  • Involving clinicians in the EHR decision-making process
  • Working closely with vendors to address challenges
  • Promoting clinician well-being

From the start, ReMedi emphasizes consistent communication and incorporating feedback from doctors, nurses, care teams and administrators. We make them partners, not recipients, fostering a sense of control over the Epic implementation. This cultivates organizational investment and overall culture change.

The effects of end-user engagement on Epic adoption are tangible – when staff feel their voices are truly heard, there is a stronger sense of team cohesion and ownership over the success of implementing Epic. This personal stake translates to higher satisfaction ratings and adoption rates.

Lesson Three. Training is everything: build an army of super-users.

No amount of Epic functionality matters if staff aren’t trained comprehensively on leveraging those tools. Yet creating a structured, effective training program is one of the most complex decisions health IT leaders face.

At ReMedi, we advocate developing a multi-pronged training program for a frictionless go-live. This includes immersive classroom sessions, web-based training resources, and most importantly, building an army of super-users. This approach has proven to foster trust, boost adoption rates, and maximize the long-term return on your Epic investment.

Empowering a dedicated group of end-users with in-depth training and ongoing support creates a core group of internal champions. These super-users, familiar with your organization’s culture and workflows, become in-house experts and resources for their peers throughout implementation and beyond. 

By providing super-users with advanced Epic training and developing their skills as educators, healthcare organizations create reliable support systems. Staff have a trusted network of peers to turn to for issue resolution and continued optimization of Epic use. 

Graphic depicting ReMedi's steps to build a Super User program.
ReMedi’s strategic approach to build a Super User program

Lesson Four. Epic Personalization is critical, especially for physicians.

Physician burnout and Epic dissatisfaction are well-documented challenges in the era of electronic records. Epic interruptions and administrative burdens are often cited as root causes.

However, ReMedi’s approach illustrates how proper personalization and optimization can instead make Epic a productivity multiplier for doctors. We provide functional Epic training tailored specifically for physicians, so they understand the tools geared towards their specialty and responsibilities.

For more details on our approach to personalization, read ReMedi’s case study with UTHealth to conduct Epic User Settings Labs and personalization sessions

Inside of personalization and physician efficiency sessions, we unlock powerful Epic capabilities like smart phrases, order sets, and preference lists – all personalized to each doctor’s unique speciality and workflows. These shortcuts and efficiency hacks save physicians significant time per patient encounter. Rather than being a burden, Epic becomes streamlined for their workflow.

Furthermore, by pairing doctors with ReMedi’s physician informaticists specialized in their clinical area, we shed light on new ways to maximize the potential of Epic across the continuum of care. Doctors gain an enlightened perspective on Epic’s full potential directly from peers who have optimized the system for their respective field.

ReMedi’s approach to Personalization utilizes real-time analytics dashboards to validate training and outcomes.

Lesson Five. The investment paradox: spend now or pay later.

Perhaps the biggest decision for health IT leaders is determining the optimal level of investment for Epic go-live and optimization efforts. At-the-elbow support is an additional cost, requiring short-term staffing for hyper-personalized assistance as issues arise during an Epic Go-Live.

However, skimping on knowledgeable resources risks crippling issues, workforce frustration, and sub-optimal Epic facilitated care down the line. ReMedi has found that implementing a hybrid model with both on-site and virtual support can optimize implementation costs without sacrificing quality. For an example of the outcomes from a hybrid Epic Go-Live, read this case study. 

The investment paradox really comes down to taking a short-term perspective versus long-term view. While the upfront expenditure for comprehensive training, embedded resources, and persistent optimization is high, ReMedi has seen how this approach catalyzes positive impacts for decades in a healthcare system’s operations, clinician satisfaction, and quality of care metrics.

A major achievement upon going live on Epic is maintaining normal patient volumes and wait times from day one. We have found that patient data strategy plays a major impact on the ability to serve normal patient volumes during the Go-Live phase. We advise our health system partners that the optimal approach to optimizing patient data in Epic not only includes electronic conversion, but also data abstraction and chart preparation

Patient data must be reconciled in Epic prior to a patient’s first visit in order to avoid “every patient feeling like a new patient” for clinicians. Working with a clinically trained, outsourced data team is an efficient method for health systems to achieve better data quality upon Go-Live at a sustainable cost. 

Health IT leaders who take the plunge achieve instrumental wins – staffing costs decline as productivity skyrockets, medical errors reduce as decision support tools are maximized, and revenue cycles become more efficient and lucrative long-term.

By taking a clinical-centric approach, engaging staff as partners, providing multi-layered training, personalizing for providers, and making a focused investment, healthcare organizations can revolutionize the delivery of quality care using Epic. ReMedi’s 15+ years implementing this blueprint have proven these strategies overcome even the most daunting implementation challenges.

To meet with ReMedi’s talented Physician Executives about Epic, contact us here.

Epic User Settings Deep Dive

An In-depth View of Customizing Epic User Settings for Physicians

Epic provides patients, clinicians, and their care teams with numerous possibilities to deliver outstanding patient experiences. Specifically, when discussing the Personalization of Epic, the system enables clinicians to customize their experience to match the demands of their unique speciality.

Why User Settings are Important for New and Experienced Epic Users

Physicians and clinicians are already overwhelmed with the number of features to learn and the need to maintain patient volumes around the time of Go-Live and post-implementation. With proper training and customization of their Epic User Settings, physicians can have better control and discretion over personalizing their Epic accounts according to their needs and way of working with their patients and staff.

Personalizing the Epic User Settings for Physicians and Clinicians

Fundamentally, we believe the success of Epic is based largely on personalization. Over one-third of all physicians believe that personalization is the most important factor in clinical electronic medical records’ effectiveness.

To date, prominent providers have established specialty-specific templates and workflows for their health systems, but each provider can go a step further and “personalize” their user settings and learn advanced workflows that help them use the system more efficiently. When hospitals offer providers the ability to personalize Epic, it leads to more efficient workflows, better patient care, positive outcomes for patients, and better metrics for hospitals. 

Preparing for Epic Go-Live

Through customization lab sessions and peer-to-peer training, ReMedi’s Epic Physician Team dedicates itself to reducing physician stress, minimizing burnout, and increasing efficiency. Our ReMedi Team consists of board certified and Epic certified MDs that have a deep understanding of clinical and IT environments. The peer-to-peer training model that ReMedi offers hospitals leads to high satisfaction for training physician end-users on Epic. 

Working with ReMedi physicians, healthcare providers and clinicians can learn how to set up and implement Epic SmartPhrases and Macros, templates, order sets, and preference lists to simplify order and note input in personalization labs. ReMedi Physicians assist doctors in creating a toolkit for the most common workflows, allowing clinicians to focus on fine-tuning personalization to meet workflow-specific requirements. Personalization labs, Epic champions, and concierge services also help providers improve their competency and efficiency. 

Improving Physician Efficiency and Organizational Performance

Giving providers one on one training with peers further establishes the health system’s commitment to improving the clinical setting. Training leads to optimizing the way that providers use Epic; hands on training creates the opportunity to build better habits as well as learn advanced workflows. As providers and clinicians learn more about Epic, they develop better control of their workflows, optimizing and boosting their charting and ordering tasks.

The Basics of an Epic User Settings Lab

For new Epic users, it is important to first learn how to create notes and create orders.

Note Creation Inside of Epic

The note is the central point of all patient data, and Epic offers efficiencies within its note functionality that helps doctors prepare comprehensive notes faster and easier. Within the context of creating notes, it’s important to first recognize the specialty of the physician as this will influence the customization of the note. Specifically, using SmartLinks inside of note templates, ReMedi physicians help physicians tailor their note templates so that the notes automatically pre-populate with specific information that allows doctors to focus more on what matters and less on time consuming documentation measures. 

The reason why physicians mastering note writing in Epic is so important is because it leads to better documentation. Moreover, it creates a better story about the patient, and enables clinicians to provide better care and more value to the patient over the long term.  Finally, better documentation results in higher operational efficiency for health systems at large, which when implemented effectively across the board can make significant impact to the way in which healthcare is successfully delivered. 

Learning the Ins and Outs of Orders in Epic

Orders are foundational to getting anything done inside of the clinical setting. Labs, immunizations, transfers, it all begins with an order whether a clinician is providing care in the inpatient or outpatient settings. Order creation is catalyzed by the clinician’s preference list in Epic, so ReMedi physicians generally teach physicians how to update and manage their preference lists to help streamline their workflows. Within preference lists, ReMedi trains physicians on creating favorites, sharing lists, and utilizing order sets based on the specialty of the doctor. 

It is a best practice for organizations to create order sets for different specialties. They are available for all physicians to use to expedite placing orders. Clinicians can personalize these order sets and save them as their own version.

Notably, SmartPhrases and order preferences are the basic benchmarks per Epic. Moreover, ReMedi Physicians go above and beyond when training doctors on Epic by teaching the following tactics:

  • Diving Deeper Into the Why – Our approach is to train doctors to fish instead of simply feeding them with the answers to problems in Epic. Rather than merely providing information, we ensure that providers understand how to use the new EHR effectively.
  • Providing Insight and “Eyebrow Raisers” – ReMedi physicians confront the most difficult challenges and concerns head-on. Furthermore, they provide insight, such that upon “discovering something, this leads to this.”
  • Helping with Navigating – We ensure that the Epic build is up to date and that a clear communication channel is open between our Physician Executives and providers. Furthermore, we aid clinicians in retrieving and entering data, relieving them of the stress of dealing with the technological part of the service.

Undoubtedly, Epic is getting better and better, making work significantly easier for clinicians.

Case Example: ReMedi’s Advanced User Settings Approach for UT Health

The University of Texas Health Science Center at Houston (UTHealth) recently contracted ReMedi Health Solutions to streamline the implementation of Epic Systems for its 2,000 doctors.

The Epic Implementation process relies largely on having the proper people guiding an organization’s team to ensure success. Moreover, ReMedi acknowledges that Epic implementation is not one size fits all. ReMedi has proven that using physicians to undertake Epic personalization provides clinicians and end-users with an advantage. In fact, as part of a recent partnership with UTHealth, ReMedi’s physicians were able to train and support UTHealth’s practitioners before the transition to Epic. 

At UTHealth, ReMedi provided specialty-specific workflows to over 18 specialities at the academic healthcare institution. Before going into personalization, ReMedi takes the time to understand the clinician’s workflow first. ReMedi believes that however useful Epic can be, it will remain futile if workflows do not match the process of teaching clinicians how to apply them. After getting a good grasp on their workflow, only then will ReMedi proceed with personalizing Epic and updating User Settings.

More specifically, below is ReMedi’s Clinically-Driven approach to personalizing Epic user settings for physicians:

  • Create at least one note template with the SmartPhrases tool
  • Create at least one version of an Order set
  • Create at least one preference list of orders
  • Create at least one Haiku Charges preference list
  • Create at least one QuickAction
  • Create at least one version of a SmartSet
  • Discuss How to setup SmartTools

Conclusion

Epic holds great promise as the future of EHR. But, no matter how great the potential Epic has in streamlining healthcare processes, it would remain stagnant if the EHR training is inadequate and physicians do not receive training from their peers with Epic experience. With ReMedi’s expertise, healthcare providers can be sure of a seamless shift towards the world’s leading modern EHR, Epic Systems.

To connect with our team of physician executives about Epic Systems and EHR, email us at info@remedihs.com.