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In a Cogito state of mind

One of the biggest challenges health systems face after an Epic go-live is managing (and understanding) all of the new data available to them. While there is a host of root causes for this, one common factor is a lack of focused reporting training prior to (and after) go-live.

As a co-founder of the Training Project Management team at Epic, I spent eight years working with clients to design, implement, and maintain their EHR training programs. In this role I consistently observed reporting training take a back seat. 

Here are a few tips for tackling your reporting woes:

Identify a reporting lead on the training team at the start of your implementation

While all of your principal trainers will receive basic training on reporting functionality for their application during their time at Epic, it will soon become lost in the sea of role-based training objectives they’re required to prepare for go-live.

To ensure your team has a consistent approach to reporting training across applications, identify one of your principal trainers as the reporting training lead (RTL) near the start of your implementation.

Teach the basics for go-live, then circle back

Trying to build a comprehensive reporting curriculum prior to go-live is like putting the cart before the horse – it simply isn’t realistic.

In many cases, your analysts and report writers will only have a subset of reports and dashboards built and refined prior to your go-live event. To ensure your end-users have a basic understanding of the reports and dashboards available for their role at go-live, incorporate basic training (15-20 minutes) on reporting workbench and dashboard functionality in a workflow-specific context during training.

download our end-user training 1-pager

The key here is to keep things basic. Your end-users will only retain a fraction of the content taught to them prior to go-live.

Create advanced reporting training for managers prior to (and shortly after) go-live

While many roles should understand the basic reports and reporting tools for their application prior to go-live, your operational managers should receive more in-depth exposure.

A large part of your managers’ jobs revolves around the ability to easily view and use the data in the system to drive and inform business decisions. Without the proper access and training on reporting functionality, managers will quickly become dissatisfied with the system.

Train out of the right environment, set expectations, and circle back

Prior to go-live, your end-user training environments will likely serve as the primary location for reporting training. While the training environment serves its purpose for basic end-user training on reporting functionality, it does not contain the wealth of realistic data required to populate reports with contextual data.

It’s important to set expectations with your end-users in class when it comes to the limitations of the training environment prior to go-live. Without this context, you risk having them leave the classroom with the perception that the system will not meet their needs.

After go-live, work with your technical team to determine whether “booster” training sessions for managers can be taught out of the Production (PRD), Support (SUP), or similar environment that is populated with real patient data. Having the ability to view live data takes reporting training to a whole new level. Use this as an opportunity to walk managers through real-life scenarios and to ensure they have the proper report preferences set up on their personalized workspace.

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