Technical Services: Expert EHR Readiness and Data Accuracy Solutions
Ensuring Data Integrity & System Readiness for Your EHR
With over 15 years of hands-on experience managing technical projects, our technical services solutions are designed to reduce risk, accelerate readiness, and ensure clinical and operational success. Whether you’re preparing for an EHR go-live or optimizing post-implementation workflows, CSI delivers expert-led Technical Dress Rehearsal and Chart Abstraction services built to scale, adapt, and deliver.
Explore Our Technical Services
Technical Dress Rehearsal
Clinical Chart Abstraction
As a 2026 and 2025 Best in KLAS Technical Services award recipient, CSI delivers strategic partnership, accurate results, and peace of mind.
By leveraging the knowledge and resources offered by KLAS Research and the Arch Collaborative, CSI enhances our service offerings and contributes to the overall improvement of EHR systems and the healthcare experience for both clinicians and patients.
Our Epic-certified teams with deep technical and operational knowledge, delivers industry-leading technical services that empower healthcare organizations to execute seamless EHR transitions.
Award-Winning Technical Services:
A Best in KLAS Partner
Ready to optimize your EHR?
Technical Dress Rehearsal (TDR) Services for EHR Success
A successful Technical Dress Rehearsal is greatly enhanced by engaging expertise from a firm specializing in healthcare system implementations. We lead the planning, testing, and remediation of all technical components, ensuring every device, system, and workflow is ready for launch, giving you peace of mind.
With over 15 years of experience in the field, CSI is a trusted partner for healthcare organizations. By partnering with us, healthcare organizations can be confident that their TDR will be tailored to their unique needs and challenges, ensuring thorough and efficient testing.
Enhance Your Testing Outcomes and Improve Technical Readiness
-
Our service capabilities extend beyond tactical planning elements, CSI advises clients on best implementation practices for TDR to ensure a seamless and successful rehearsal. These best practices include:
Planning: Site walkthroughs, device inventory, and test script development.
Pilot Testing: Validate 3–5% of devices to identify early issues.
Full TDR Execution: Test all devices for connectivity, print routing, and Epic integration.
Remediation & Readiness: Resolve issues, retest, and deliver readiness assessments.
-
Our deep understanding of Epic processes allows us to assist in reviewing and assessing our clients’ TDR plans and provide the expertise to execute those plans effectively
Risk/Issue Identification, Mitigation, and Remediation.
Workflow Optimization for seamless system integration and improved staff efficiency.
User Satisfaction to ensure that the system is configured for go-live, increasing confidence and adoption.
Time and Cost Savings through mitigating the potential for implementation issues, preventing delays, and eliminating budget overruns.
Expert Chart Abstraction Services for Clinical Data Accuracy
CSI’s comprehensive chart abstraction services are designed to achieve clinical data accuracy and efficiency. Our highly trained abstraction team reduces the stress and lightens the administrative burdens for your clinical employees facing hectic pre-live activities, such as workflow validation and training.
Enhance Your Clinical Satisfaction and Efficiency
-
CSI’s commitment to providing high-quality resources, customized project delivery tools, and an open communication methodology have all resulted in continued clinical satisfaction. Our prescriptive approach can be tailored to your clinical and operational needs:
Discovery & Preparation: Define scope, validate protocols, and test workflows.
Project Kick-Off: Launch abstraction with trained teams and QA protocols.
Ongoing Delivery: Maintain productivity and accuracy through weekly QA and reporting.
Closure & Debrief: Finalize documentation, archive materials, and transfer knowledge
-
Our solutions keep data integrity and compliance as top priorities in every project we undertake- helping healthcare organizations achieve operational and patient care success.
Data accuracy and consistency through stringent quality assurance tracking methods.
Reduce the weight of stress for clinical employees.
Efficient and relevant data transfer of clinical chart data, orders, appointments, and demographic information.
Customized delivery tailored to your clinical and operational needs.
-
Our solutions ensure that data integrity and compliance are at the forefront of every abstraction and conversion project we undertake, helping healthcare organizations achieve operational and patient care success.
Proficient with clinical chart data, orders, appointments, and demographic information.
Experienced with major EHRs, such as Epic, Cerner, Allscripts, Centricity, McKesson, Meditech, eClinicalWorks, and Athenahealth.
Support across several media, from hand-written/paper, scanned documents, and electronic data.
Knowledgeable with expedited pre-live timelines and continued post-live support.
Proven Results: The CSI Impact
300+
activation projects accomplished with deep Epic expertise.
95%+
accuracy maintained across abstraction projects through rigorous QA protocols.
100%
on shore resources all with abstraction, EHR, and clinical experience.
15+
years of experience in the field.
Start Your Technical Transformation
Discover how our Technical Services can minimize risk, accelerate readiness, and ensure clinical and operational success.
What Our Clients Say About Partnering With CSI
“CSI Companies was great with our data migration. The manager who oversaw that was very detail oriented, so they spent a lot of time at the start making sure that we were comfortable with the protocol they would follow. They also made sure we provided a clear set of instructions and guidance so that they knew what they were supposed to do and what they were not supposed to do. When a user wasn't doing things as intended, CSI Companies acted on that immediately and made sure that everyone else was aware of what they shouldn't do. They gave us frequent status reports to tell us where they were. They also told us the projections for things like total cost, and they let us know what we would be able to adjust when they got through things faster than we had predicted. That way, we could redirect those funds to high-priority areas that were having some struggles.”
— Vice President“CSI Companies helped us be much more successful at each stage of the implementation than we would have been without them. We would not want to do certain modules without specific folks from CSI Companies because they have proved to be so critical to our success. The firm has just been a great partner throughout.” -VP “CSI was very knowledgeable about our EHR. They added a lot of value because they were very experienced. They knew about the workflows coming in, and that was really beneficial; they really were able to help the users. They met the timeline, and we also were able to meet some other things to get money back for our organization.”
— Director