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Smart Epic Optimizations and Upgrades That Improve Outcomes and ROI

From workflow refinement and Gold Star rating improvements to Honor Roll, Epic upgrades, and Refuel projects, HCTec provides the Epic-certified expertise health systems need to maximize ROI and keep Epic aligned with evolving care delivery needs.

Experienced Epic Optimization & Upgrade Support Matters in Healthcare

Epic’s value continues to expand well beyond go-live, especially when supported by ongoing optimization and strategic upgrades. As workflows mature and new features are introduced, organizations can unlock greater efficiency and improve clinician satisfaction.

With the right approach—and with the right healthcare IT partner—health systems can drive sustained performance, achieve stronger Gold Star and Honor Roll outcomes, and ensure Epic continues to deliver measurable value over time.

HCTec helps health systems reverse that trajectory by identifying high-impact Epic optimizations and executing upgrades that turn potential into operational reality.

On staff Epic-certified
application analysts and select 3rd party applications
Epic Workflow
refuel, and upgrade expertise
10 Gold Stars
for 2 consecutive years

Specialized in supporting

FQHC

Implemented and Optimized

PACE

Extensive upgrade project experience across

All Applications

The Benefits of HCTec’s
Epic Optimization & Upgrade Supportt

Identify When Optimization Makes the Biggest Impact

  • Recognizes key signs that optimization will deliver ROI: disruptive upgrades, user dissatisfaction, underutilized modules, mergers, or new service lines
  • Assesses current state and prioritizes quick wins
  • Builds a roadmap that delivers measurable improvement

Execute Hyperdrive Upgrades Without Operational Disruption

  • Manages Epic Hyperdrive upgrades requiring careful planning, testing, and training
  • Provides Epic-certified subject matter experts (SMEs) and project leadership
  • Delivers structured execution that keeps upgrades on schedule while minimizing impact to care delivery
  • Provides around-the-clock support during cutover

Improve Gold Star Rating and Workflow Efficiency

  • Reduces clinician redundant workflows
  • Improves documentation efficiency through Epic best practices
  • Implements optimizations that improve Gold Star ratings
  • Demonstrates optimization maturity

Scale Resources for Complex Optimization Projects

  • Provides full Refuel project delivery or SME support for upgrades
  • Offers backfill for internal teams during Epic EHR optimization initiatives
  • Delivers flexible engagement models that provide expertise without permanent overhead

Partner End User

I’m constantly learning something new every time I reach out—like workflows or features that completely blow my mind! You’ve truly helped me level up my Epic skills.

Manager of IT, US-based Health System

HCTec was incredibly knowledgeable and helpful, and that made all the difference. By and large, the at-the-elbow support people do the job well.

Manager of IT, US-based Health System

Something meaningful for us is that HCTec creates daily benchmark reports for at-the-elbow support people and scores each person from one to five. That helps us know how people are doing every day in specific areas. I can’t physically be everywhere, so the reports provide me with a good understanding of how things are going. The firm is then able to escalate ways we can improve problem areas.

Manager of IT, Regional Health System

We are super comfortable with HCTec. We have worked with them multiple times for large-scale implementations. They get us. They understand our needs and our expectations, and we always have a pleasant experience working with them.

Case Study

Real Results From
Real Healthcare Partners

A Senior VP and CIO of a nonprofit healthcare organization had a vision: prove that Medicaid-focused providers can achieve Epic excellence. Getting there required more than effort—it required strategic optimization that unlocked real value, not just feature adoption.

HCTec partnered with the health system to develop a phased implementation approach that supported their Gold Stars recognition since 2018. They’ve attained 10 Epic Gold Stars two years in a row and are on track for a third. Read the case study to see how we did it.

Read the Case Study

Epic Optimization & Upgrade Support FAQs

There are key signals to look for when determining if it’s time for an Epic optimization. This includes but is not limited to:

  • Upgrades feeling disruptive
  • User dissatisfaction with workflows
  • Increased help desk workload and demands
  • Underutilized Epic modules
  • Organizational changes (mergers, new service lines)

HCTec can conduct assessments to identify optimization opportunities and develop a prioritized roadmap aligned with your health system’s financial goals, strategic objectives, and timeline.

Even when no integrations are touched, new Epic versions can have unforeseen impacts on existing workflows. Comprehensive regression testing—including printing, reports, and all current-state workflows—identifies issues before they disrupt patient care. HCTec ensures testing is thorough, not just focused on new features.

Improving Epic performance isn’t a one-time project—it’s a structured, ongoing process. HCTec helps high-performance organizations:

  • Assess current performance against Epic benchmarks
  • Prioritize high-impact optimizations across key workflows
  • Align governance and ownership between clinical and IT teams
  • Execute targeted system improvements
  • Drive clinician adoption through training and support
  • Measure results and continuously optimizing

The right strategy can help health systems improve efficiency, strengthen clinician experience, and consistently advance Gold Star and Honor Roll performance.

Let’s Talk Epic Optimization Needs

Epic is one of the largest technology investments a health system will make. Maximizing that investment requires ongoing optimization, strategic upgrades, and continuous improvement that keeps Epic aligned with your organization’s evolving needs. HCTec delivers the expertise and execution that turn Epic potential into Epic performance

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