Your Epic System Deserves a Stronger Foundation
Epic Refuel is a strategic optimization initiative — not a full reimplementation. Streamline workflows, improve adoption, and restore long-term EHR performance with CSI Companies guiding every phase.
What an Epic Refuel Addresses
Streamlines configuration, refines governance, and embeds long-term operational goals into every layer of your Epic system.
Every optimized click and workflow step adds up to measurable ROI: reduced admin costs, faster charting, and shorter patient wait times.
Aligned to Epic Gold Star standards, ensuring your system is leveraging Epic’s full potential and not just staying compliant.
Is your Epic system truly performing?
Health systems often go live with Epic and then drift — accumulating workarounds, underutilized features, and frustrated clinicians. Refuel resets that trajectory.
Unlock the Full Potential of Epic's Foundation System Today.
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.
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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.
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CSI provides 100% dedicated Epic teams with proven experience in foundational builds, integrated workflows, and Refuel methodology to ensure consistency, continuity, and accountability.
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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.
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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.
CSI’s Proven Approach:
Strategic Support at Every Phase
CSI provides end-to-end delivery across all Refuel phases, blending Epic best practices with your organization’s specific goals.
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.
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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.
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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.
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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.
Tell us about your organization and we’ll connect you with a CSI Epic Refuel specialist.