Epic EHR and SAFe Agile: How Health Systems Run Epic Programs Inside PI Planning and ART Delivery ART Agile Release Train – the cross-functional team structure in SAFe that delivers value in Program Increments PI Planning Program Increment Planning – the quarterly face-to-face event where all ART teams align on objectives and dependencies Feature A […]

Epic EHR Post-Go-Live Optimization: Stabilization, Workflow Audits, and Building a Sustainable Enhancement Backlog Stabilization Phase The 30-90 day post-go-live period focused on resolving defects, supporting users, and establishing operational baseline metrics Workflow Audit A structured review of how clinical and operational staff actually use Epic compared to how it was designed to be used Enhancement

Epic EHR Upgrade Management: What Analysts Must Do, How to Regression Test, and How to Avoid Post-Upgrade Failures Annual Upgrade Epic’s yearly major release – includes new features, modified workflows, and changes to existing build objects Upgrade Companion Epic’s documentation of changes in the new release – the analyst’s primary reference for regression scope Regression

Epic FHIR and Interoperability: SMART on FHIR, Patient Access APIs, and the CMS Interoperability Rule FHIR R4 HL7 FHIR Release 4 – the interoperability standard Epic’s APIs are built on as of 2026 SMART on FHIR The OAuth 2.0 authorization framework that governs how third-party apps access Epic FHIR data CMS Rule CMS Interoperability and

Epic Caboodle Data Warehouse: How the Data Model Works and Who Needs It vs Clarity Star Schema Caboodle’s dimensional data model – fact tables joined to dimension tables for analytical querying EncounterFact The central Caboodle fact table – one row per encounter with pre-computed metrics and dimension keys Azure Synapse Cloud-based Caboodle deployment using Microsoft’s

Epic Reporting Workbench: Building Report Templates, Filters, and Scheduled Reports for Operational Use Data Models Pre-configured Clarity views that expose relevant columns without requiring direct SQL access Report Templates Reusable Workbench report structures that end users run with parameter filters Scheduled Reports Automated Workbench report delivery to defined recipients on a configured schedule Certification Governance

Epic Clarity SQL for Analysts: Writing Queries, Common Tables, and Data Validation Patterns PAT_ENC The central Clarity encounter table – every patient visit has a row here CLARITY_ADT Patient movement events – the source for LOS, boarding time, and ADT reporting Read-Only Clarity access must always be read-only – never run DML against a clinical

Epic EHR Build Defects: Troubleshooting Guide for Common Errors by Module Bridges Interface configuration errors are the most frequent source of cross-module build defects Charge Triggers Wrong trigger status configuration produces missing or duplicate charges silently EMPI Miscalibrated matching thresholds create duplicate records or incorrect auto-merges CDS Alerts Overconfigured CDS alerts cause provider override fatigue

Epic EHR UAT and Dress Rehearsal: How End Users Test and What Analysts Own Before Go-Live UAT User Acceptance Testing – end users validate Epic workflows against real clinical and operational requirements Dress Rehearsal Full simulation of go-live day in the production environment – the final gate before cutover BABOK v3 Business Analysis Body of

Epic IVT: Integrated Validation Testing Explained – How It Works and Who Owns What 3 Cycles Most Epic IVT programs run 3 integrated testing cycles before dress rehearsal Cross-Module IVT tests end-to-end workflows that span multiple Epic applications simultaneously Defect Log IVT produces a prioritized defect register that drives build remediation before go-live ISTQB IVT

Epic Cogito: Reporting, Analytics, and Data Warehouse Implementation Guide Caboodle Epic’s enterprise data warehouse – the SQL-queryable layer beneath Cogito reporting Clarity Epic’s relational reporting database – normalized tables extracted from the Chronicles operational database Workbench Epic Reporting Workbench – the end-user reporting tool built on Cogito’s data model SlicerDicer Epic’s self-service analytics tool –

Chemotherapy The highest-alert medication category in any EHR – Beacon treatment plan errors have direct patient harm potential REMS Risk Evaluation and Mitigation Strategy – FDA-mandated compliance workflow built into Beacon for select agents BSA/Weight Chemotherapy dosing calculated from body surface area – Beacon build must enforce correct dosing algorithms HL7 FHIR MedicationRequest and CarePlan

Epic Resolute Revenue Cycle: Billing, Charge Capture, and Claims Configuration Guide 837P/I HIPAA-mandated X12 claim formats for professional and institutional billing ICD-10-CM Diagnosis coding standard required on all CMS and commercial payer claims 2-5% Typical charge capture leakage rate before systematic automation 270/271 Real-time eligibility verification transaction sets run through Resolute Epic Resolute is the

Epic Cadence Scheduling: Provider Templates, Appointment Types, and Build Guide 70%+ Of US health systems using Epic also run Cadence for scheduling Provider Template The core build object that drives all Cadence appointment availability MyChart Patient self-scheduling tied directly to Cadence template configuration HL7 SIU Message type for scheduling event notifications to downstream systems Epic