--- title: 5-Step Epic Optimization Program description: The HCI Group has developed a 5-step methodology for building an Epic optimization program. image: https://blog.thehcigroup.com/hubfs/Blog%20Post%20Main%20Images/5-Step%20Epic%20Optimization%20Program-01.png --- ![Photo of Brian Halligan](https://blog.thehcigroup.com/hs-fs/hubfs/Hcigroup%20-%20Theme%20-%202022/images/hcigroupnew232-1.png?width=253&name=hcigroupnew232-1.png "Photo of Brian Halligan") - [What we do](http://www.thehcigroup.com/uk/what-we-do) - [EPR Solutions](http://www.thehcigroup.com/uk/epr-solutions) - [Cerner Consulting UK](http://www.thehcigroup.com/uk/cerner-epr-consulting) - [Epic Consulting](http://www.thehcigroup.com/uk/epic-epr-consulting) - [Meditech Consulting UK](http://www.thehcigroup.com/uk/meditech-epr-consulting) - [Digital Strategy and Advisory Services](http://www.thehcigroup.com/uk/digital-strategy-and-advisory) - [Electronic Patient Records (EPR) Implementation](http://www.thehcigroup.com/uk/epr-implementation-and-advisory) - [Augmentation and Optimisation](http://www.thehcigroup.com/uk/augmentation) - [Business Intelligence, Analytics and Automation](http://www.thehcigroup.com/uk/business-intelligence) - [Cloud Services](http://www.thehcigroup.com/uk/cloud-services) - Our Views - [Blog](https://blog.thehcigroup.com/the-hci-group-uk) - [Webinar Hub UK](http://www.thehcigroup.com/uk/webinar-hub) - About us - [Who we are](http://www.thehcigroup.com/uk/who-we-are) - [Sustainability](http://www.thehcigroup.com/uk/sustainability) - [Frameworks](http://www.thehcigroup.com/uk/frameworks) [Contact Us](https://www.thehcigroup.com/uk/contact) - - # 5-Step Epic Optimization Program ![5-Step Epic Optimization Program](https://blog.thehcigroup.com/hubfs/Blog%20Post%20Main%20Images/5-Step%20Epic%20Optimization%20Program-01.png) Posted by [The HCI Group](https://blog.thehcigroup.com/author/the-hci-group) on July 21, 2017 at 3:23 PM Share - - - - - ![5-Step Epic Optimization Program](https://blog.thehcigroup.com/hs-fs/hubfs/Blog%20Post%20Main%20Images/5-Step%20Epic%20Optimization%20Program-01.png?width=1250&name=5-Step%20Epic%20Optimization%20Program-01.png "5-Step Epic Optimization Program") Is your Epic system in need of a refresh? Health systems across the globe face the challenge of balancing the competing daily demands of supporting their current systems and expansion, with the need to continue investing in systems optimization. In this post, HCI's Vice President of Revenue Cycle & Optimization, Brad Rowlands looks at 5 steps for building your Epic optimization program.  ### 1. Compile a List of Projects ### ![Compile a List of Projects](https://blog.thehcigroup.com/hs-fs/hubfs/1_5steps.png?width=80&name=1_5steps.png "Compile a List of Projects")Work with IT and operational stakeholders across your organization to compile a list of optimization projects. 2. Use a Scoring Tool ![Use a Scoring Tool](https://blog.thehcigroup.com/hs-fs/hubfs/2_5steps.png?width=80&name=2_5steps.png "Use a Scoring Tool")Use a scoring tool to prioritize the optimization projects into optimization phases based upon various weighting criteria including ROI. Document resource requirements and project timelines for all phases. 3. Reconvene & Review ![Reconvene & Review](https://blog.thehcigroup.com/hs-fs/hubfs/3_5Steps.png?width=80&name=3_5Steps.png "Reconvene & Review")Reconvene stakeholders to review the optimization program. Obtain their feedback and buy-in to the key deliverables of each phase of the program.   [![5 Epic Upgrade Considerations Download](https://blog.thehcigroup.com/hs-fs/hubfs/Blog%20Post%20Main%20Images/5%20Epic%20Upgrade%20Considerations%20Download-01.png?width=1250&name=5%20Epic%20Upgrade%20Considerations%20Download-01.png "5 Epic Upgrade Considerations Download")](https://info.thehcigroup.com/epic-upgrade-cost-considerations) ### 4. Present to Leadership ![Present to Leadership](https://blog.thehcigroup.com/hs-fs/hubfs/4_5Steps.png?width=80&name=4_5Steps.png "Present to Leadership")Now that you have a completed program plan, present it to executive leadership. Tabulate all resource estimates to provide the cost and make a strong business case for approval based on aggregate ROI. 5. Execute ![Execute](https://blog.thehcigroup.com/hs-fs/hubfs/5_5Steps.png?width=80&name=5_5Steps.png "Execute")Once you have an approved optimization program in place, it’s time to execute, but do not forget to continue to plan. Develop a process for optimization project intake in order to plan for future phases of the program as new enhancement opportunities will continue to arise.   ### Additional Resources (follow these links): - [EHR Optimization Solutions](https://www.thehcigroup.com/solutions/support-services/optimization) - [EHR Optimization Guide](https://info.thehcigroup.com/ehr-optimization-guide-planning-for-success-download) - [(Healthcare IT Podcast) Post EMR Implementation: Operational Readiness & Support](https://blog.thehcigroup.com/topic/ehr-optimization) The HCI Group has built a detailed proprietary model for optimization that includes templates and assessment services to guide your organization through each step of the process. If you’re interested in optimizing your Epic system, contact us below.  ### POSTS BY TOPIC - - ## Join our newsletter and stay up to date with the HCI Group [![HCigroup-Logo](https://blog.thehcigroup.com/hubfs/Imported%20images/HCigroup-Logo-blue-1.png%3Fwidth=337%26name=HCigroup-Logo-blue-1.png)](http://www.thehcigroup.com/uk/home) - - UK Important Links - [Privacy Policy](http://www.thehcigroup.com/uk/privacy-policy) - [Services](http://www.thehcigroup.com/uk/what-we-do) - [Blog](https://blog.thehcigroup.com/the-hci-group-uk) - [About](http://www.thehcigroup.com/about-the-hci-group) UK Information Links - Terms of Service - [About Us](http://www.thehcigroup.com/about-the-hci-group) - [Contact Us](http://www.thehcigroup.com/uk/contact) - Our Location - [Our Story](http://www.thehcigroup.com/about/history) Contact HCI Group [+44-1792-717490](tel:+44-1792-717490) [info@thehcigroup.com](mailto:info@thehcigroup.com) Copyright, The HCI Group INC, 2009-2026 - Terms and Conditions - [Privacy Policy](http://www.thehcigroup.com/uk/privacy-policy) ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "The HCI Group", "url" : "https://blog.thehcigroup.com/author/the-hci-group" }, "datePublished" : "2017-07-21T19:23:21.000Z", "headline" : "5-Step Epic Optimization Program", "image" : [ "https://blog.thehcigroup.com/hubfs/Blog%20Post%20Main%20Images/5-Step%20Epic%20Optimization%20Program-01.png" ], "mainEntityOfPage" : { "@id" : "https://blog.thehcigroup.com/5_step_epic_optimization_program", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://blog.thehcigroup.com/hubfs/HCigroup%20Logo-01-3.png" }, "name" : "The HCI Group" } } ```