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Implementation

Epic Implementation

From pre-planning through post-live value realization, we guide health systems through every phase of the Epic journey. Our consultants bring hands-on configuration experience across clinical, revenue cycle, and technical workstreams, supporting program management, change management, data conversions, testing, training, and cutover when you need it most.

Best in KLAS 2026, EHR Clinical OptimizationBest in KLAS 2026EHR Clinical Optimization
Evergreen consultants reviewing work together

What we do

Enterprise support for your Epic project

Every engagement is built around your organization's structure, culture, and goals, strengthening Epic's proven methodology with the program leadership, change management, and technical depth complex implementations require.

Leadership & project management

Strategic program leadership that defines vision, structure, and accountability from the outset.

  • Project planning, vision, and goal-setting aligned to priorities
  • Third-party coordination and vendor oversight
  • Governance structure design and facilitation
  • Two-in-the-box leadership models
  • Benefit planning and value realization tracking

Analyst & build team

A deep team of certified Epic analysts and build specialists across every major application.

  • Certified analysts across clinical, ancillary, and revenue cycle applications
  • Interface build (Bridges), data conversion, and BI/reporting development
  • Principal Trainers and experience with Epic's EUTS training program
  • Mentorship and knowledge transfer to grow internal capability

Revenue cycle & clinical implementation advisory

Senior advisory on the critical-path decisions that shape long-term success.

  • Guidance on critical path and high-impact Epic decisions
  • Current-state evaluation across staffing, roles, and responsibilities
  • Policy and operational readiness planning
  • Revenue cycle and clinical workflow validation

Change management, super users & training

Structured change enablement that drives adoption from day one and sustains it after go-live.

  • Communication plan development and execution
  • Stakeholder mapping and engagement tracking
  • Change impact planning and gap closure
  • Change champion network and Super User program design

Technical

Full technical execution across application build, integration, and infrastructure readiness.

  • Application rationalization across the existing portfolio
  • Third-party application coordination and integration
  • Testing strategy and execution across all phases
  • Interface design and build, data conversion, and technical dress rehearsal support

Specialized expertise

Deep, domain-specific knowledge for organizations with unique populations, programs, or growth strategies.

  • Community Connect program design and engagement
  • Patient and family access and experience optimization
  • Specialty and subspecialty workflow expertise
  • Pediatric, academic, and multi-entity implementation experience

Our methodology

A structured, phased approach built on Epic's methodology

We don't replace Epic's proven implementation methodology, we strengthen it, filling the program management and readiness gaps organizations often encounter with supplemental tools, templates, and frameworks developed over years of Epic implementations.

Pre-planning

Program foundation

Align stakeholders on goals, governance, and sustainability. Establish communication plans, change strategy, and workgroups.

Phase 1

Workflow validation & configuration

Lead multidisciplinary workgroups across clinical, operational, and revenue cycle domains, mapping decisions to operational impact.

Phase 2

System & user readiness

Structured testing with defined roles and issue management. Guide readiness through Epic's ARCR and CORe programs.

Phase 3

Training & go-live execution

Train all end users to role, run go-live readiness assessments, validate devices, and support detailed cutover planning.

Phase 4

Post-live support & optimization

Monitor KPIs and issue trends for targeted stabilization, then facilitate optimization with knowledge transfer built in.

Why Evergreen

Built by operators, not theorists

We combine deep Epic implementation expertise with operational and clinical leadership experience, bringing the program discipline and stakeholder partnership that complex implementations require.

Operator-led

Expertise from former Epic employees and healthcare leaders with decades of combined implementation experience across academic, pediatric, and community health systems.

Foundation-aligned

We guide your understanding of the Epic Foundation System, filling the gaps organizations encounter along the way.

Partnership first

Our consultants wear your badge, acting as an extension of your team and collaborating openly with Epic and other partners to prioritize your success.

Outcomes accountable

Consistent on-time, on-budget delivery and partnership with clinical and operational leaders for improved experience, adoption, and outcomes.

Case studies

Outcomes from the field

New Hospital & Clinic Implementation

Multi-Site Health System

On schedule, on budget

12-month implementation with high adoption

Supported planning and execution of extending Epic to a new hospital and associated clinics. Provided program advisory and leadership alongside dedicated analysts and trainers, achieving go-live on schedule and within budget while driving high end-user adoption.

Program Leadership & Governance Design

Academic Pediatric Health System

Enterprise-wide

Governance and readiness framework established

Delivered program leadership and two-in-the-box support across an enterprise Epic implementation. Established executive steering, project steering, and workgroup governance, including a structured operational readiness program spanning clinical, revenue cycle, and technical domains.

Cerner-to-Epic Migration Planning

Large Academic Health System

Executive support

Decision-making, planning, and escalation guidance

Guided a large academic organization through Cerner-to-Epic migration planning, providing executive support for decision-making, planning, and escalations throughout the transition.

Multi-Hospital Implementation

Regional Health System

5 hospitals

Technical readiness and hardware deployment

Implemented Epic technical readiness strategies and deployed hardware across five hospitals and affiliated ambulatory clinics, managing the technical team for imaging deployment, system-level configuration, and hardware testing throughout.

Specialty Application Implementation

Multi-Hospital Cancer Center

300+

Beacon oncology protocols across a two-year engagement

Led implementation meetings for 300+ Beacon protocols, serving as lead on integrated workgroups for users and security, data migration, hospital cutover, and charging. Led treatment and therapy plan build for a complex multi-hospital merger.

Ambulatory & Revenue Cycle Pre-Assessment

Large Pediatric Hospital

Pre-assessment

Completed ahead of inpatient implementation

Completed a pre-assessment of Ambulatory and Revenue Cycle areas ahead of an inpatient implementation, supporting organizational readiness and sequencing decisions for the broader Epic rollout.

Let's Talk About Epic Implementation

Bring us the opportunity. We'll bring a plan and the people to deliver it.