Epic Assessment & Roadmaps

We conduct comprehensive assessments of your Epic revenue cycle configuration, including work queues, learning home dashboards, and both executive and operational management reporting structures. Our team evaluates how your current setup supports day-to-day workflows, leadership visibility, and performance tracking to identify gaps, inefficiencies, and missed opportunities for optimization.

Based on our findings, we provide a clear, actionable workplan your team can immediately use to move from the current state of your operation to the highest level of efficiency possible. This plan prioritizes initiatives based on operational impact, financial return, and implementation complexity—ensuring your organization focuses on the changes that deliver the greatest value first.

We collaborate directly with Epic, your internal revenue cycle leaders, and your revenue cycle IT support teams to identify existing functionality that has not been activated or fully deployed in your production environment. By aligning technical capabilities with operational needs, we help unlock features that improve automation, reporting accuracy, staff productivity, and overall financial performance.

Finally, we create detailed roadmaps with defined deliverables and realistic timelines that fully optimize your current instance of Epic while preparing your organization for future-state upgrades and system rollouts. These roadmaps serve as a strategic guide for continuous improvement, helping your teams stay aligned, accountable, and ready to adapt as your organization and technology evolve.