Epic Refuel Success Story: Modernizing Systems and Empowering End Users

Background & Challenge

For more than a decade, many health systems across the country have customized their Epic environments to accommodate workflows and meet the preferences of their end users. While this approach once allowed for flexibility, it also created highly complex and difficult-to-maintain systems that limited scalability and hindered innovation. 

Recognizing the need to modernize and return to a more standardized, foundational Epic build, a leading West Coast Health System partnered exclusively with CSI Companies to lead their Epic Refuel initiative. This was a comprehensive program designed to streamline their EHR environment, optimize workflows and system build, and reimagine governance.  

This engagement was about more than technology. It represented a full circle transformation. From years of customization to a strategic, standardized approach that empowers clinicians, reduces technical debt, and prepares the organization for future growth.  

Solution

To support this large-scale modernization, CSI deployed a multidisciplinary team of professionals, integrating advisory expertise, technical resources, and change management leadership to drive measurable outcomes.

Our comprehensive solution included:

  • Advisory leadership to guide governance and evolution and ensure alignment across stakeholders.
  • Epic-certified Analysts and Project Managers to manage build efforts, testing, and deployment.
  • Legacy Support Teams to deliver technical maintenance and “Keep on the Lights On” services while modernization progressed.
  • Training and Change Management Teams Resources to redesign steady-state training, deliver change management and communication strategies, and equip end users to navigate system updates with confidence.

Throughout each phase, CSI’s leadership remained embedded with the client, driving operational continuity while laying the foundation for a future-ready Epic environment.

How CSI Can Help

CSI offers a full-service implementation model designed to support healthcare organizations through complex system transformations.

Whether augmenting your internal resources or leading strategic efforts, our experts provide targeted guidance and hands-on delivery throughout every stage of the project.

Impact & Outcome

By engaging CSI as a strategic partner, the health system achieved:

  • Reliable system operations sustained through modernization efforts.
  • A seamless transition through the Refuel Program ensured that end users were trained, supported, and confident in navigating new workflows.
  • An evolved organizational structure, featuring refined governance, optimized build processes, and revitalized training
This collaboration not only modernized the EHR but also redefined how the organization functions, collaborates, and supports its clinical community.

Why It Matters

Refuel engagements like this are significant for CSI Companies because they sit at the intersection of advisory insight and hands-on execution. They require strategic guidance, operational precision, and a deep understanding of how people, processes, and technology must align to drive sustainable success.  

As healthcare organizations nationwide continue to standardize their EHR environments, CSI remains a trusted partner in leader transformation, ensuring every modernization effort strengthens the connection between technology, clinicians, and the patients they serve.  

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