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Epic Refuel Program

Rebuilding Your Epic Foundation for Long-Term Performance

Epic Refuel is an Epic-designed multi-phase initiative to help health systems smoothly return to Epic’s Foundation System, reduce unnecessary customization, and improve long-term clinical, operational, and financial performance. CSI provides strategic advisory, delivery support, and measurable value at every phase of your Refuel journey.

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Our Proven Epic Refuel Methodology: Strategic Support at Every Phase

CSI provides end-to-end support across all Refuel phases, aligning closely with Epic standards while tailoring execution to your organization’s strategic, operational, and clinical goals. Our approach emphasizes efficient governance, change management, and advisory oversight to help health systems confidently optimize their Epic environment.

Laying the foundation for a successful Refuel initiative

During the Pre-Work phase, CSI partners with your organization to establish governance, define success metrics, and prepare teams for a structured, well-managed Refuel program aligned with Epic standards.
  • Project Principles: Apply Epic-aligned best practices and CSI methodologies to define the overall vision, identify improvement opportunities and measure impact.
  • Project Charter: Define project scope, stakeholders, timelines, budgets, and risk assessments in partnership with your organization.
  • Defined Goals: Finalize a project plan with clear priorities, key performance indicators, milestones, and phase-specific deliverables.
  • Team Structure and Resourcing: Coordinate analyst teams and support roles in partnership with Epic.
  • Governance and Decision-making: Establish governance frameworks, change management strategies, and decision pathways to guide project success.

Configuring, streamlining, and enhancing Epic’s core system

In Phase One, CSI supports the standardized rebuild of Epic’s Foundation System, focusing on quality, consistency, and operational readiness to ensure a smooth go-live.
  • Fundamentals and Project Management: Provide centralized program leadership to align project plans with organizational priorities, manage tasks within Orion and technical tools, oversee cross-functional teams, mitigate risk, and deliver consistent status reporting in partnership with Epic.
  • Foundation System Install: Support system design review, masterfile updates, workflow validation, testing, and cutover activities to rebuild Epic’s core system according to Foundation standards and prepare for a controlled go-live.
  • Efficiency Basics and Quality Assurance: Ensure system integrity through KPI tracking, Nova updates, security configuration and robust testing.
  • Revenue Cycle Framework: Standardize and automate revenue cycle workflows including charge capture, authorizations, eligibility, claims, and medication waste tracking to improve accuracy, reduce manual effort, and strengthen financial performance.
  • Training and Go-Live support: Update curriculums, strengthen super user programs, develop quick reference materials, and provide at-the-elbow support to drive confident end-user adoption at go-live.

Optimize performance, adoption, and long-term value

In Phase Two, CSI focuses on post-rebuild optimization, including workflow optimization initiatives that improve adoption, system performance, and long-term value for your Epic investment.
  • Workflow Improvements: Partner with Epic and your team to analyze system data and identify opportunities to streamlined integrated workflows.
  • System Enhancements: Provide advisory support to improve functionality, automate processes, and enhance the end-user experience.
  • Maximizing System Value: Leverage insights from Signal, Cogito, and other Epic analytics tools to unlock additional system ROI.
Epic phases from prework to Epic phase 2 infographic
Epic phases from prework to Epic phase 2 infographic

Unlock the Full Potential of Epic's Foundation System Today.

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Measurable Outcomes: The Results that Matter

CSI’s approach delivers tangible outcomes that drive clinical, operational, and financial impact. From increasing system efficiency to elevating patient care, we help you achieve meaningful, lasting results.

Clinical Impact

  • Reduce clinical frustration and burnout
  • Increase user adoption and clinical productivity

Operational &
IT Impact

  • Streamline system architecture for smoother updates
  • Enhance IT functionality with more efficient system capabilities

Financial Impact

  • Provide long term cost savings
  • Greater return on Epic investment

The CSI Advantage: Proven Healthcare Delivery + Epic Expertise 

As a 2026 & 2025 Best in KLAS Technical Services award recipient and Go-Live Support recipient in 2022, 2020, and 2019, CSI brings proven delivery expertise to complex Epic Refuel initiatives. Health systems partner with CSI not only for execution support, but for strategic guidance, operational stability, and confidence throughout the Refuel journey.

By leveraging the insights and benchmarks from KLAS and the Arch Collaborative, CSI applies industry-validated best practices to help improve EHR performance, clinician experience, and long-term system value.

Best In KLAS 2026,2026 and Arch Collaborative member
CSI provides Epic-aligned advisory expertise to help health systems design and execute Refuel initiatives that improve adoption, efficiency, and long-term performance. Our advisory support focuses on system rebuild strategy, governance, change management, and operational impact.
CSI provides 100% dedicated Epic teams with proven experience in foundational builds, integrated workflows, and Refuel methodology to ensure consistency, continuity, and accountability.
CSI’s strong pool of 1,200+ Epic trainers are proven experts in enterprise-wide modules. Our trainers have honed their skills in clinical, patient access, and revenue cycle applications, to provide comprehensive support tailored to your specific needs. Recognized as Best in KLAS for Go-Live Services, CSI continues to offer flexible staffing models to meet project support needs.
CSI utilizes a robust collection of project management and documentation tools and templates for deliverable tracking, risk mitigation, internal and external communication, executive reporting, and budgetary monitoring.

Ready to Start Your Refuel Journey ?

Contact CSI to see how our Refuel program can enhance your team’s efficiency and end-user experience. 

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“CSI Companies was very well prepared based on their experience in making recommendations about scope and ways to minimize cost. They brought a great perspective on where to derive the greatest value. Our relationship was not so much transactional as it was a partnership, and they provided their expertise and guidance on how to stretch our dollars and make our money the most impactful. Overall, I was very satisfied.” 
VP/Other Executive
“CSI Companies is a great firm to partner with. They don't just fulfill the contract; they truly collaborate with us. Even for tasks outside the scope of the agreement, the firm provides valuable assistance during our discussions. Overall, I find them to be very supportive.”  
CIO
“CSI has been very easy to work with and responds promptly to any request I send them. They are always checking in and ensuring we have what we need and that those needs are met. All of the communication with them has been professional.” 
Manager

CSI in Action: Epic Refuel Success Story

Group of medical doctors and nurses reviewing medical coding data on a laptop in a conference room.
Challenge: A west coast health system selected CSI as their exclusive partner for their Refuel advisory, analyst support, training, and operational change management.

Solution:

95+ resources provided comprehensive support, including:

  • Advisory Leaders to guide the program
  • Epic-certified Analysts and Project Managers to support build efforts
  • Legacy Support Teams to provide technical support, system maintenance, and interim support while driving system upgrades
  • Training and Change Management Teams to maintain steady state training and optimize the training program

Outcomes:

  • Seamless transition throughout the Refuel program, equipping end users with the knowledge and support needed to navigate the system updates with confidence
  • Steady system operations while modernization efforts continued
  • Mature governance structure and Epic team organization
  • Revitalized training programs

Epic Refuel Success Story

Group of medical doctors and nurses reviewing medical coding data on a laptop in a conference room.

Challenge: 

A west coast health system selected CSI as their exclusive partner for their Refuel advisory, analyst support, training, and operational change management. 

Solution: 

Provided advisory expertise along with 95+ resources, including: 

  • Advisory leadership to guide the program 
  • Epic-Certified Analysts and Project Managers to support build efforts 
  • Legacy Support Team to provide technical support, system maintenance, and ‘Keep the Lights On’ support while driving system upgrades 
  • Training and Change Management Teams to maintain steady state training and optimize the training program 

Outcome:

  • Reliable system operations while the modernization efforts continued 
  • Seamless transition through the Refuel program, equipping end users with the knowledge and support needed to navigate the system updates with confidence 
  • Transforming the organizational team structure, an evolution of governance, and revitalized training programs 
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