listenunleashmaximize

There’s a reason why the top health systems select Bluetree. You can't maximize value and ROI on your powerful Epic system without first setting the foundation for its performance. We listen to your evolving challenges and identify the foundation your system requires. Then we help you build and mentor the teams needed for a sustainable operation. Finally, we demonstrate real results and maximize return on Epic with a flexible, integrated team approach that brings in the right people at the right time.

our capabilities

Our talent has depth, but all Blueleaves work across boundaries to deliver the results your healthcare organization needs in today’s ever-changing environment.

Executive Strategy and System Support

Budget Forecasting
Governance and Org Structure Assistance
Strategic Roadmap Assistance
Connect Program Development
Joint Venture/Affiliate/Acquisition Advising
Cost Model Evaluation

Executive Strategy and System Support team members

Michael Esterl

Michael Esterl

Deeply motivated and always looking for a new challenge, Michael joins Bluetree after excelling in multiple Epic roles in his already illustrious career. Leading large, complex projects is like clockwork for this workflow wizard, who most recently was the VP of Epic at Mercy Health in Cincinnati. In his Epic days, Michael led implementations for some of the most complex, integrated projects in the company's history through his "never good enough" mentality and his affinity for solving integrated problems. Today, this Evergreen, Coloradan is a member of our Executive Strategy team and assists healthcare IT leaders navigate the technical and political structures involved in software installations and optimization efforts.

Melissa Bruss

Melissa Bruss

Melissa is an experienced leader in healthcare program and project delivery, including responsibilities for PMO governance, standards, and investment review. She developed these skills through her five years at Epic and in hospital and health plan organizations both internationally and across the US. She has worked with all levels, from front-line staff to reporting to the CIO. Her ability to connect with and lead teams are key to her ability to make her clients successful. Some notable Epic projects under her management include a Service Area consolidation and a merger of separate customer Epic instances. In her operational roles outside of Epic, she’s led the development of governance and processes for corporate project investments and was the Business Office Manager for an insurance line of business focused on acquisition.

Jeanne Pomi

Jeanne Pomi

Genuinely trustworthy and an expert active listener, Jeanne’s understanding of Epic workflow and health care transformation was molded during her 18 years at Renown Health in Reno, NV prior to joining Bluetree. Now as our growth strategy whiz, Jeanne assists clients with planning and navigating the complex opportunities that most healthcare organizations inevitably face. Jeanne’s experience at Renown Health ranged from web development in her early days and morphed into a director-level role encompassing all IT applications at Renown as well as their affiliated partners. Jeanne joined Bluetree in 2016.

see our outcomes

Clinical Optimization

Operational Readiness Assessments
Workflow Analysis
Add-On Installation and Integration
Operations and IT Integration

Clinical Optimization team members

Stephen Beck, MD

Stephen Beck, MD

Quick with an answer yet calm in his demeanor, Stephen adds an unmatched amount of operational know-how to Bluetree’s Solutions team. Most recently the CMIO at Mercy Health in Cincinnati, Stephen is as knowledgeable as they come in mapping system capabilities to Epic functionality. An Internal Medicine physician, a recognized public speaker, and an active member in the HIMSS community, Stephen has worked with Epic for more than 20 years and is an expert in engaging executives and clinicians through innovative process redesign. When not hiking with a camera in hand or reading up on the latest in HIE, telehealth, or population health, you’ll find him intimately and gracefully identifying operational inefficiencies with everyone from the C-suite to the physicians.

Meghan Rose

Meghan Rose

Meghan is an expert in clinical systems and integration with leadership experience from multiple perspectives. During her six-year stint at Epic, she worked with EpicCare Ambulatory and Phoenix (transplant), completed 10 full implementations, managed an overhaul of Epic install documentation, served as a Customer Success Owner, R&D Liaison and Sales Demonstrator for the Phoenix team, and presented new features for both EpicCare and Phoenix at UGM sessions. After Epic, she worked as a consultant on the Meriter/UnityPoint informatics team and helped them revamp and re-train regulatory workflows. In 2016 she moved to Brooklyn, New York and worked as the Ambulatory IT manager at the Hospital for Special Surgery. Her ability to improve efficiency and user satisfaction is rooted in system knowledge, thinking outside the box, and ‘translating’ needs across clinicians, operations, and IT. Meghan is an expert in designing workflows that are rooted in simplicity, clarity, and intuitiveness. In her eyes, optimizing the system means making it “think like a clinician.”

Tosha Kowalski

Tosha Kowalski

Tosha is a highly qualified Epic leader with both analyst and manager experience. During her eight years at Epic, she obtained a wealth of knowledge managing large implementation projects, successfully taking them from strategic planning through go-live and post-live optimization. She effectively installed EpicCare Ambulatory at four new Enterprise clients and two Ambulatory Suite-only clients, planned and managed two large EpicCare Ambulatory rollouts, and served as the Implementation Coordinator for a large, highly successful academic install. With seven certifications, she possesses a strong integrated knowledge of workflows within Epic applications. Tosha recently walked nearly 5,000 miles across the country by completing thru-hikes of the Appalachian and Pacific Crest Trails. The effort required determination, dedication, and an ability to constantly think outside the box. Tosha brings to the table a remarkable combination of creative energy, system knowledge, and outstanding interpersonal skills.

see our outcomes

Revenue Cycle

Cash acceleration
Payment Assurance
Registration Quality Improvement
Revenue Maximization

Revenue Cycle team members

Charlie Bauer

Charlie Bauer

As a Revenue Cycle Solutions team member, Charlie leverages six years of experience serving as a technical and operational project manager for Epic clients. Prior to Bluetree, he worked for Epic as both a Resolute Hospital Billing project manager and trainer. While at Epic, Charlie’s peers voted to award him the Capstone Award – the highest honor an implementer can receive on an Epic install. Charlie’s certifications include Resolute HB, Resolute PB, SBO, Grand Central, and Prelude. Charlie has worked across the country as a trainer, technical implementer, and operational leadership advisor for HB and PB implementations, post-live optimizations, and training area overhauls. Charlie is a proponent for high-quality delivery standards, educating executive leaders, and partnering with clients to seek meaningful process and technical improvements by challenging status quo mentalities.

Louis Ledder

Louis Ledder

Louis has over seven years of healthcare IT and operations experience, including two and a half years at Epic. As a consultant, Louis has worked on a wide variety of optimization and upgrade projects. His breadth of experience includes Registration, Eligibility, ADT / Grand Central, Referrals, Cadence, Hospital Billing, and Tapestry. He has a deep understanding of how these applications integrate with one another within revenue cycle and the broader Epic ecosystem. Louis has also worked on operational projects to improve the productivity and quality of specialized teams, including registration, authorization, insurance verification, and financial counseling.

Jamie Chong

Jamie Chong

As a member of the Revenue Cycle team, Jamie uses her knowledge from over five years of healthcare IT experience to help customers improve their use of Access applications and find ways to increase efficiency, productivity, and revenue. During her four years on the Access implementation team at Epic, she helped streamline processes for implementing revenue cycle edits and was a formative influence on the development of the Patient Estimates and Benefit Collection modules. In addition to her time at Epic, Jamie led several implementations of Experian's Orders products at Epic organizations. Her further experience in marketing and communications outside of the healthcare IT industry contributed to an affinity for clear, precise, and aesthetically appealing documentation. Jamie thrives in collaborative spaces, doing excellent work with others to make a meaningful impact on healthcare.

see our outcomes

Analytics

Data Warehouse Deployment
Population Health
Quality Reporting Assistance
Report Development & Data Visualization

Analytics team members

Jacob Sinex

Jacob Sinex

With double-digit Epic certifications and over a decade in healthcare analytics, Jacob has a unique breadth and depth of experience to provide thoughtfully considered solutions with long-term viability. As an Analytics Specialist, Jacob focuses on using best practice methods, growing his developer toolset, sharing knowledge, and continually learning. His subject matter expertise in reporting encompasses most Epic clinical applications, especially as they relate to research analytics and population health management. Jacob thrives when faced with difficult problems that require creative thinking, a team-based approach, and push the boundaries of what an Epic-based system can do.

Allie Drew

Allie Drew

Allison (Allie) Drew is Business Intelligence Database Enterprise Architect and Developer with over 20 years’ experience in Enterprise-level Data Integration, Quantitative Analysis, and SQL Server / Oracle Data Warehouse Design, Implementation, Administration and Development. She has over eight years' experience leading teams that provide flexible, agile, and scalable data warehouse solutions. Allie stays focused on the changes made to the “big picture” of the entire healthcare system to deliver data warehouse solutions that drive real-time healthcare analytics. She pays particular attention to continually managing improvements upon incorporating data between multiple internal and external interacting sources and systems. Although Allie has extensive technical experience with a variety of EHRs—which include Epic, Allscripts, Cerner, and NextGen—she is an expert at seamlessly incorporating her nursing background and experience working directly with ACO's and CMS to bring about simplified solutions and meaningful metrics that are customized to the end user.

Matt Kesler

Matt Kesler

As an Analytics Developer, Matt uses his professional experience and Masters of Health Administration degree to look for new solutions through analytics. Matt has three years of direct experience in reporting and thrives at creating custom data models and real-time dashboards. Matt is certified in the OpTime Clarity Data Model, with additional experience in Resolute Hospital Billing, Cadence, Anesthesia, and several other data models. In his previous role, Matt was a project manager and successfully implemented an Agile Scrum methodology, which allowed for improved efficiency in fulfilling project requests. Matt also serves as a mentor and has a proven track record of success, helping junior team members grow in their understanding of analytics and Clarity report writing.

see our outcomes

Managed Services

Remote Solutions
Service Center
On-Demand Support
Multi-Application Expertise
Upgrade Assistance
Mentorship

Managed Services team members

Amanda Blatz

Amanda Blatz

As a Client Experience Manager, Amanda works closely with clients and the Managed Services team to ensure our team is delivering a high-quality solution that is meeting the client's needs. She also continues to work on the Inpatient application side of things. Amanda first started working with EpicCare Inpatient during her time as an Epic Implementer, when she helped several organizations (in and outside of the US) go live with Epic's Inpatient and HOD functionality. Amanda is certified in Orders, Clin Doc, Infection Control, and MyChart and most enjoys coming up with unique solutions that best fit complicated workflows.

Jennie Paske

Jennie Paske

As a Remote Solutions Analyst, Jennie has over 15 years of healthcare experience. She began her career working as a CMA (AAMA) and eventually moved into the IT as an EpicCare Ambulatory analyst. After moving into Cadence and User Security, she eventually became the leader of all Clinical Applications. With her background and certifications, Jennie can work through challenges and requests to present creative solutions that bring workflow visions to fruition. While in her management role, she was able to mentor staff and execute projects while helping others become even better analysts and gain confidence in themselves. Jennie is certified in EpicCare Ambulatory, Cadence, Welcome, MyChart, Prelude Administration, Radiant, Security, Referrals, and holds the SER Badge. While her passion is in Cadence, Security, and Ambulatory workflows, she is always up for a new challenge and enjoys being able to use her skills anywhere she can.

Stephanie Fan

Stephanie Fan

As a huge data nerd and a life-long learner, Stephanie Fan currently uses her knowledge and varied skills to support reporting needs across all Epic applications and then some. She was an EpicCare Ambulatory TS from 2006 - 2012 and has over 12 years’ experience working in healthcare IT. Experiencing the sea change before and following the HITECH Act, she firmly believes that clean data integration is more important than ever to achieve targets and enable informed decision-making.

see our outcomes

Training Solutions

MST Build
Mentoring
Upgrade Training
Program Assessments
CT Development

Training Solutions team members

Taryn Poteet-Martini

Taryn Poteet-Martini

With over 25 years of Training and Development experience—nine of which came in the Epic world—Taryn can do just about anything training related. Need someone to manage your team? Taryn has led teams of managers, trainers, and training support staff across industries. Need someone to manage MST build or rebuild? Taryn recently worked with an organization to bring their team up to speed and to provide project oversight. Need someone to lead your CT program? Taryn has managed up to 123 CTs in one program. She creatively works to reduce costs by bringing in only internal and local candidates and thrives on mentoring teams within organizations to allow them to take over all program tasks beyond the initial implementation. Taryn loves training, thrives on challenging initiatives and is willing to do what it takes to help healthcare organizations be successful.

Anne Hyland

Anne Hyland

Anne found the perfect trifecta while working at Epic. Her experience in training and development, her unique project management skillset, and her passion for healthcare makes her one of our most dynamic Blueleaves. In her six years at Epic, Anne helped more than 30 organizations design and execute end-user training programs. Combining this Epic experience with her time as a Learning Consultant and Change Management Lead allows her to offer a wide breadth of solutions and execution plans. Anne easily builds rapport and is comfortable in any room, whether it’s working with trainers, analysts, clinicians, or C-suite executives. Her passion for finding the right solution for each situation is what brought her to Bluetree. She knows that a strong training program can improve adoption, end-user happiness, efficiency, and overall return on investment. From finding ways to optimize training and focus on advanced initiatives, rebuilding training environments to support more efficient training, or providing guidance for staffing solutions or sequencing initiatives, Anne is ready, willing, and eager to work with our clients to meet their challenges.

Jessie Stoa

Jessie Stoa

Jessie uses her previous experience as an end user to make meaningful connections and get to the root of the problem. She understands how to deliver accurate, high-quality training and realizes the effect it has on end user acceptance and adoption. Epic awarded her for working outside of her team to coordinate the creation of clinically robust patients for specialty-specific Training Wheels. She’s not afraid to try new and creative solutions and genuinely enjoys a good training challenge. That determination and positive attitude is a big reason why she is often brought in to help teams finish their materials and environment build under pressure. It’s also why she seems to be handling her toddler’s budding independence in stride.

see our outcomes