Three Key Areas of a Successful Epic Reporting Strategy

Similar to driving a new car off the lot, as soon as you implement any form of analytics within your Epic EHR, it requires maintenance and optimization. To keep up, it is important to recognize when your organization may need to modify its practices in order to take full advantage of everything Epic Analytics has to offer. While optimization can generate excitement, it often causes doubt, anxiety, and confusion as the process requires training, testing, and a lot of coordination. When tackling any analytics optimization opportunity, it is important to involve all affected teams up front – this can be a daunting task, especially across organizations with multiple governing bodies, instances, and teams.

In order to manage expectations and tackle optimization opportunities, it is important to address the multiple angles of a successful enterprise:

  1. Staff, Processes, and Governance: Without adequate processes, support, and accountability, maintaining an analytics enterprise can be very challenging. If report requests come in without regulation, no one prioritizes what features or content should be addressed, or staff have inadequate time or training to address the needs, then there is ample opportunity to improve upon your processes and governance policies.
    Transparent decision-making and clear priorities will provide a communication layer between the various teams involved in analytics, allowing for those teams to focus on the tasks that will most benefit the organization as a whole.
  1. Tools and Features: Determining not only which tools or features to implement, but also how to use those tools to best meet organizational goals, can be a challenge. It is important to start with your organization‘s goals and then align your tools with that strategy. If there is no regulation around which features are taken, how they are implemented, or when they are used, your organization may be missing opportunities to get the business the data they are looking for in a timely and efficient manner.
  1. Content and Access: In recent years, the trend has been toward “self-service” reporting, which enables users to perform their own searches to get the data and answers they want. To avoid frustration or concerns that the system cannot provide the data users are looking for, self-service reporting requires intentional coordination to align access, content, and education that allows users to feel comfortable with this strategy.

Whether an organization is looking to optimize content, tools, governance, or all of the above, coordination targeted at meeting organizational goals is key to success. Both implementation and optimization should have intent. When intent is present, not only can you measure whether you were successful, but you can also gage when and where course corrections need to be made in order to achieve your goals. Similarly, if organizational goals or direction change, pivoting to meet new needs will be easier if initial intentions were clear.

Our Epic Analytics experts have the experience and expertise to work with your organization to determine optimization opportunities as well as how to approach them and execute them successfully. We can bring in staff to assist with current project needs, or if needed, perform an analytics assessment to assist with determining direction. For more details on the analytics solutions CereCore provides, you can download our solution overview here. To start a conversation or schedule a meeting, please email us at or call us at 855.276.9112.

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