1. Epic and Research Research Advisory Forum 12/11/2014

2. 2 Agenda UCHealth, Epic, 2014 Epic Optimization Strategy Epic version 2014

3. UCHealth/Epic/2014

4. 4 UCHealth Epic Recap February 2011: Initial Go-Live in Ambulatory at University of Colorado Hospital (UCH) September 2011: Hospital Go-Live at UCH May 2012: Upgrade to Version 2010 July 2013: Implementation of Epic at Poudre Valley Hospital and Medical Center of the Rockies, and many ambulatory areas September 2013, January 2014, March 2014, April 2014: Implementation of Epic at Colorado Health Medical Group (CHMG) clinics November 2013: Implementation of Epic at Memorial Hospitals Community Connect (hosted EMR for community providers) – Live with 7 practices June 2014: Implementation for remaining current UCHealth ambulatory practices and additional MSO practices

5. 5 UCHealth Epic Recap

6. Epic Optimization Strategy

7. 7 Epic Optimization - Definitions Support/Training Functionality/build exists in production; additional support or training is needed for end-users to use functionality effectively Optimization Functionality/build does not exist in production, and must be designed, validated, and built into production Upgrade-based Optimization Functionality/build does not exist in production, and must be designed, validated, and built into production using next version of Epic software

8. 8 Epic Optimization - Approach/Focus Important to align Optimization with GPS including System goals, regional goals, and operational/clinical area goals We should be using the System-based incentive goals and Critical Success Factors as an initial prioritization lens We should be linking Epic/IT and Process Improvement prioritization, focus, efforts, and accountability to maximize our delivery success

9. 9 Optimization/Go Live Strategy Optimization/Go lives waves are aligned and occur 4 times/year (every 90 days) – First Tuesday in Feb, May, Aug, Nov – Encourage other initiatives involving Epic to align with these dates to take advantage of the organizational focus, resources, command center, etc. 2015 dates: Feb 7, May 5, Aug 4, Nov 10 2016 dates: Feb 2, May 3, Aug 2, Nov 1 2017 dates: Feb 7, May 2, Aug 1, Nov 7

10. 10 Epic Optimization – The Process Optimization items will be evaluated against: – Implementation Effort including change readiness – Benefit as measured against impact on UCHealth strategic objectives – Build Effort Use a Sharepoint list to capture/document optimization items Use end-user groups to capture/document top priority items Reconcile Sharepoint items with end-user group feedback The input for each Optimization request will produce a score for the request Use Informatics groups (Clinical and Physician) to get input and perform initial prioritization of optimization lists sorted by the score Use online input process (vote, request for comment, etc.) to gather input from end-users (future) Reconcile Sharepoint items with input from online input process (future) Bring prioritized list to the escalation groups for discussion, re-prioritization, and decisions Bring the final prioritized list to the EEC for final discussion and decisions (future) Produce optimization package list and communicate to organization what is included and what will be deferred until next optimization cycle.

12. 12 Research and Epic v2014 Epic version 2014 will go live everywhere Feb 7, 2015 v2014 is the most recent Epic software released, with large improvements planned across all areas As part of the larger project plan, last Spring we reviewed 2014 Research- related enhancements and agreed on a scope for the upgrade, including some back-end workflow improvements related to billing and new study type setup functionality to help Research Administration A Research Integrated Team leads the efforts to improve Epic Research functionality and helps pull the various different Epic applications involved and impacted together Research Administration leads this team and will continue to solicit feedback from the larger Research community on future enhancements, prioritization, etc.

13. 13 Questions?