Consultants in Conference Rooms Getting Coffee In our newest video series, John Manzuk sits down with a number of consultants for a lighthearted conversation about consulting, including tips for starting a new contract, how to make the most of travel, and least favorite buzzwords.


Watch Consultants in Conference Rooms Getting Coffee


BEAKER BUZZ At the time of this recording, Beaker was a relatively recent addition to the Epic system. To help you better understand the application and make smart decisions around your Beaker implementation, check out our ten-episode video series, Beaker Buzz below. Want to discuss the latest in Beaker? Give us a call.


Watch Beaker Buzz

MAKING THE CUT Learn strategies for transitioning from your legacy system to Epic from our consultants and home office team. This 15-episode video series explores cutover from just about every angle, including appointments, pharmacy, revenue cycle, technical, and clinical areas. While recorded in 2015, many of the discussions are still relevant today. Give it a watch.


Watch Making the Cut

I HEART CUPID Watch our four-episode video series and get expert answers to some of the common questions surrounding Epic's cardiac application, Cupid. While recorded in late 2014, you can see that the discussion topics are still highly relevant today.


Watch I Heart Cupid

Consultants in Conference Rooms Getting Coffee

Consultants in Conference Rooms Getting Coffee episodes

Episode 1: Chris Chandre

  • Chris' journey to Nordic
  • Tips for starting a new contract
  • Least favorite buzzwords

Episode 2: Megan Rice

  • Megan's journey in healthcare IT
  • Challenges of mental health implementations
  • Strangest thing that's ever happened on a contract

I Heart Cupid

I Heart Cupid episodes

Episode 1

  • What is Cupid?
  • What procedural areas does Cupid cover?
  • What is the difference between Cupid and Radiant?
  • How has Cupid evolved over the past five years?

Episode 2

  • Why would a CIO include Cupid in a first-phase go-live?
  • What are the pitfalls of not including Cupid in that first phase?
  • What are some exciting trends coming in Cupid?

Episode 3

  • What sets Cupid apart from other clinical applications?
  • What’s with the name? (Brief fun interlude)
  • What are some of the common stumbling blocks when installing Cupid?

Episode 4 

  • How can the Cupid team get other teams involved at the appropriate time in the project?
  • What key qualities should I look for in my Cupid staff?
  • What are some additional stumbling blocks clients face when installing Cupid?

Beaker Buzz

Beaker Buzz episodes

Episode 1 with Aaron Herzog

  • Why should you convert from another LIS to Beaker?
  • How does Beaker integrate with other teams (e.g., billing, procedure order)?
  • What difficulties can you run into while doing an install?
  • What interfaces does Beaker have?

Episode 2 with Aaron Herzog

  • What are some client hesitations with AP adoption?
  • What are some of the areas of biggest struggles around billing for clients?
  • What are some changes that have to happen to your EAP build?
  • What are some of the maintenance implications?
  • Who should own the EAP?
  • How does sharing of tasks with billing work?

Episode 3 with Aaron Herzog

  • What are some of the biggest mistakes you’ve seen in billing?
  • What are some of the areas that you’ve seen clients “under test?” 

Episode 4 with Mallory Powers

  • What is clinical pathology (CP)?
  • What is anatomic pathology (AP)?
  • What are the considerations for moving to CP, AP, or both?
  • Why would a client replace their LIS or pathology system (or both)?

Episode 5 with Mallory Powers

  • What are the most successful strategies for staffing your Beaker install?
  • What areas require “tech savviness?”
  • What are some of the biggest tripping points in Beaker installs?
  • How do you fix the challenge of “siloed information?”
  • Where have you seen clients stumble on integration?
  • What is the biggest argument for AP?

Episode 6 with Aaron Herzog

  • When would you want to use an experienced Beaker consultant as opposed to an FTE?
  • Are there areas of a Beaker implementation where an “expert” is especially important?
  • What is the most important thing clients need to think through with a Beaker implementation?
  • Are there different considerations with AP of which you need to be aware?

Episode 7 with Mallory Powers

  • What kind of work did Mallory do with the ONC?
  • How did that experience with ONC and Meaningful Use help her now that she is back consulting on Beaker projects?
  • What does Beaker do for an organization’s Meaningful Use efforts?

Episode 8 with Mallory Powers

  • How can operational engagement affect a Beaker install?
  • What are successful strategies for engaging operational leadership?
  • What are effective strategies for communicating throughout the project?

Episode 9 with Mallory Powers

  • What are effective staffing strategies for Beaker installs?
  • Where is the biggest “bang for your buck” in using consultants for Beaker installs?
  • Is there particular integration expertise that is useful when evaluating team members (FTE or consultants)?
  • What types of experiences specific to AP and CP should you look for?

Episode 10 with Mallory Powers

  • What are the benefits of Beaker?
  • What are some specific strengths of integration with Beaker?
  • What are some of the downfalls that come along with project scope changes?

Making the Cut

Appointment episodes

Episode 1 with Andy Palmer

  • What are the first things you want to consider when planning for the Access portion of your cutover?
  • How do you determine the volume of appointments?
  • For appointment conversion, when do you typically schedule conversion?
  • How close to go-live do you want to schedule appointment conversion?

Episode 2 with Andy Palmer

  • Where are some of the main areas you’ve seen organizations slip up?
  • What are some of your lessons learned? War stories?
  • How do you prepare for the unexpected?
  • What are some of the benefits of dry runs?

Episode 3 with Andy Palmer

  • What is your pre-go-live ritual?
  • What is the role of operational engagement in the cutover?
  • Any cutover body art?

Pharmacy episodes

Episode 4 with Jes Norman

  • From a Willow perspective, how many people do you need for cutover?
  • Who should be involved in a dry run?
  • How early in the planning should you start talking about who should be involved?

Episode 5 with Jes Norman

  • How do I decide whether to use the existing identity IDs?
  • Why would I change my ADS IDs?
  • What is tricky about ADS cutover plans?
  • What if I can’t do a crosswalk?
  • How do you minimize the ADS critical override time?
  • At what point do you get the ADS vendor engaged?
  • What ADS lessons learned can you share?
  • How much contingency planning should you do?

Episode 6 with Jes Norman

  • How much contingency planning should you really do?
  • How do you figure out which orders to enter first?
  • What types of best practices can you leverage for communicating with teams?
  • What kind of support staff is helpful for this kind of cutover?

Episode 7 with Jes Norman

  • Keeping the morale up for the pharmacy team during go-live
  • Go-live gotchas
  • Fun stories from the trenches

Revenue cycle episodes

Episode 8 with Nick Daar and TJ Smith

  • On the hospital side, what are some of the important rev cycle considerations for cutover
  • How do we know we are doing well after go-live?
  • Do hospitals and professional billing often go live at the same time?
  • What are some of the important first steps for the billing side of cutover?

Episode 9 with Nick Daar and TJ Smith

  • During the 24-hour cutover time, what are the things that the billing areas are doing and focusing on?
  • How can we be sure we are using the billing system appropriately?
  • What level of involvement does billing usually have in the critical 24-hour period of cutover?

Episode 10 with Nick Daar and TJ Smith

  • Looking at the first seven days of go-live, what are the important things to focus on?
  • With whom is communication a key factor in success during the first week?
  • What’s the role of Epic in communication/meetings with stakeholders?

Technical episodes

Episode 11 with Becca Patterson

  • What needs to happen before our technical cutover?
  • What kind of end-user support is necessary
  • What kind of documentation?
  • How can we ensure the integrity of the users in the system?
  • What are good examples of BCA planning?
  • What are some good examples of actual cutover processes?
  • What legacy systems do we need to keep running?

Episode 12 with Becca Patterson

  • What should you plan for immediately following cutover?
  • What kind of clean up do you need to handle with legacy systems?
  • How should we approach phasing out legacy systems?
  • What are the best approaches to communication before, during, and after technical cutover?

Clinical episodes

Episode 13 with Megan Rice and Gail Boushley, R.N.

  • When we are looking at resource requirements, who should be involved in the planning?
  • How far in advance do you need to get people together?
  • Who should be involved in the actual cutover event?
  • How did you decide how to structure the team that was at cutover?
  • What skillset does your conversion team need to have?

Episode 14 with Megan Rice and Gail Boushley, R.N.

  • What type of patient data was important to enter into Epic?
  • Were there guidelines for what was entered
  • How did you determine which departments and which patients came first?
  • How did you handle new admissions?
  • What was the relationship between the command center and the various units?
  • How did you set up the schedule?

Episode 15 with Megan Rice and Gail Boushley, R.N.

  • How do you set up a command center on the night of go-live?
  • How many runners do you need, and where do you recruit these runners from?
  • How do you encourage and keep everyone positive during cutover?
  • Who was “Patient Betty?”
  • How do you plan for the unexpected?
  • What are the most important things to do and consider post-cutover?
  • What’s the role of super users and how long are they involved?
  • What were some lessons learned?