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EPIC PROJECT GUIDING PRINCIPLESThe following Guiding Principles were developed and approved by the Epic Executive Steering Committee and will serve to guide the implementation of Epic at UMMHC.

• UMMHC’s clinical, operational and financial team members will design workflows• Quality- and outcomes-driven• Patient experience and engagement

• Enterprisewide integration to maximize workflow efficiency• Convert appropriate amount of historical data into Epic• Facilitate exchange of health information• Implement Epic’s foundation system and best practices• Users will be trained and demonstrate proficiency to earn Epic access• Enable clinical and translational research, education and quality improvement• Establish effective and transparent communications • Infrastructure with high availability and stability

HIGH-LEVEL SUMMARY UMass Memorial Health Care is pursuing a 2020 vision to become the best academic health system in America. Our providers and staff selected Epic as the best electronic health record (EHR) system to enable this quest.

TALKING POINTSJanuary 2016

Have a question about the Epic implementation? Email epicproject@umassmemorial.org

EPIC PROJECT MILESTONES07/01/17 Go-Live #1 Med Center, Med Group, Clinton, Marlborough, Medical School Clinical Data Repository Interface, Academic EHR & Pop Health Modules

JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL AUG SEP OCT NOV DEC JAN FEB MAR APR MAY JUN JUL

2016 2017 2018

01/01/16 Planning Phase Done/Start Design & Build Phase

08/31/16 Design & Build Phase Done/Start Testing

12/01/16 Infrastructure Ready

12/15/16 UMMHC Content Configuration Complete

03/31/17 Testing Done/Start Training

10/01/17 Transition to Support & Optimization

Specific Date TBDGo-Live #2 HealthAlliance

Specific Date TBD Go-Live #3 Community Healthlink

COMING UPJANUARY• Collaborative Design Sessions,

week of January 11

• Epic Project Team achieves certifications

FEBRUARY• Collaborative Design Sessions,

week of February 8

MARCH• Build Phase begins

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Named Resource Entity Role Role Category Epic Module

Eric Alper, MD UMMHC Chief Clinical Informatics Officer Clinical Systems EpicCare Inpatient, Ambulatory

John Salzberg UMMHC Finance / Access / Revenue Cycle Champion Finance Resolute, Prelude, Cadence, HIM

Pamela Manor UMMMC Nursing Informatics Champion NursingEpicCare Inpatient (Clinical Documentation, Orders)

Stephen Erban, MD UMMMG Ambulatory Physician Champion Medicine EpicCare Ambulatory

Sheila Daly UMMMC Clinical Operations Champion Clinical Operations Champion EpicCare Ambulatory, Inpatient

Theofilus Matheos, MD UMMMG Anesthesia Physician Champion Anesthesiology Anesthesia

Connie Nichols, MD UMMMG ASAP Physician Champion Emergency Medicine ASAP

Bruce A. Woda, MD UMMMG Beaker Physician Champion Pathology Beaker

Lokinendi Rao, MD UMMMG Beaker Physician Champion Pathology Beaker

Gerry Aurigemma, MD UMMMC Cardiology Physician Champion Cardiology (Non-Invasive) Cupid

Nikos Kakouros, MD UMMMC Cardiology Physician Champion Cardiology (Invasive) Cupid

Muthu Ramanathan, MD UMMMC Oncology Physician Champion Oncology Champion Beacon

Tasneem Ali, MD HAH Oncology Physician Champion Oncology Champion Beacon

Priya Janardhana, MD UMMMG Kaleidoscope Physician Champion Ophthalmology Kaleidoscope

Anne Seger, MD UMMMG - CMG Order Set Champion Medicine Order Sets, HIM

Mathew Most, MD UMMMG Orthopedics Physician Champion Orthopedics Orthopedics

Robert Steppacher, MD UMMMG Perioprerative Physician Champion Surgery Optime, Inpatient

Darren Brennan, MD UMMMG Radiology Physician Champion Radiology Radiant

Joanna Cain, MD UMMMG Stork Physician Champion Obstetrics & Gynecology Stork

Cezar Cimpeanu, MD UMMMG Behavioral Health Clinical Informatics Champion Psychiatry EpicCare Ambulatory, Inpatient

Evan Bailey, MD UMMMG Pediatrics Clinical Informatics Champion Pediatrics EpicCare Ambulatory, Inpatient

Matthias Walz, MD UMMMG Clinical Informatics Champion Anesthesiology Anesthesia

Philip Krapchev, MD UMMMG Clinical Informatics Champion Anesthesiology Anesthesia

Gaurav Rajpal, MD UMMMG Clinical Informatics Champion Anesthesiology Anesthesia

Gordon Manning, MD UMMMG - CMG Clinical Informatics Champion Medicine-Community EpicCare Ambulatory

David Gilchrist, MD UMMMG Clinical Informatics Champion Family & Community Medicine EpicCare Ambulatory

Marcy Boucher, MD UMMMG Clinical Informatics Champion Family & Community Medicine EpicCare Ambulatory

Uvashi Upadhyay, MD UMMMG Clinical Informatics Champion Neuro Surgery Optime, Ambulatory

Dan Weber, MD UMMMG Clinical Informatics Champion Neurology EpicCare Ambulatory, Inpatient

Aaron Mendel, MD UMMMG - CMG Clinical Informatics Champion Obstetrics & Gynecology Stork

Maria Narducci, MD UMMMG - CMG Clinical Informatics Champion Obstetrics & Gynecology Stork

Jeremiah C. Tracy, MD UMMMG Clinical Informatics Champion Otolaryngology Optime, Ambulatory

Lauren Fortier, PNP UMMMG Clinical Informatics Champion Pediatrics EpicCare Inpatient

YuanChyuan Lo, PhD UMMMG Clinical Informatics Champion Radiation Oncology EpicCare Ambulatory

Roderick Wiliams, MD HealthAlliance Clinical Informatics Champion Radiology Radiant

William Muller, MD UMMMG Clinical Informatics Champion Ambulatory EpicCare Ambulatory

Mitchell H. Sokoloff, MD UMMMG Clinical Informatics Champion Urology Optime, Ambulatory

David Ammerman, MD HealthAlliance Clinical Informatics Champion Hospital Medicine EpicCare Inpatient

Joseph C. Palomba, MD HealthAlliance Clinical Informatics Champion Emergency ASAP

Dan O’Leary, MD HealthAlliance Clinical Informatics Champion Medicine-Community EpicCare Ambulatory

Les Shelton, MD HealthAlliance Clinical Informatics Champion Surgeon Optime

Shipen Li, MD HealthAlliance Clinical Informatics Champion Neprhology EpicCare Inpatient

TALKING POINTS January 2016

ENTERPRISE DESIGN TEAMComprised of Physician Champions, Project Champions and Enterprise Design Subject Matter Experts, this group is responsible for guiding the design/configuration of Epic and related workflows.

Have a question about the Epic implementation? Email epicproject@umassmemorial.org 2

Named Resource Entity Role Role Category Epic Module

Teresa Rincon UMMMC Critical Care Champion Critical Care EpicCare Inpatient

Maichi Tran UMMMC Willow Champion Pharmacy Willow

Scott Ostriker HealthAlliance Willow Champion Pharmacy Willow

Christine Cernak UMMHC Population Health Champion ACO Champion Health Planet, Cogito

Joe Williams UMMHC Clinical Engineering Champion Clinical Engineering Champion Device Integration

Paul MacKinnon HealthAlliance Clinical Informatics Champion Clinical Operations Champion EpicCare Ambulatory, Inpatient

Sondra Andrews UMMMC Enterprise Design SME Transplant Advisor Phoenix

Terri Russo UMMHC Enterprise Design SME Transplant/Oncology Operations Beacon/Phoenix

Kati Korenda UMMMC Enterprise Design SME Cardiology Operations Cupid

Sue McCabe CMG Enterprise Design SME Ambulatory Operations EpicCare Ambulatory

Michelle Fitzgerald HealthAlliance Enterprise Design SME Ambulatory (Operations) EpicCare Ambulatory

Melissa Pineo UMMMC Enterprise Design SME ED (Operations) ASAP

Mary McDonald HealthAlliance Enterprise Design SME ED (Operations) ASAP

Vicki Heinz HealthAlliance Enterprise Design SME Laboratory Tech Beaker

Michelle Douckas UMMMC Enterprise Design SME Laboratory Advisor Beaker

Judy Connelly UMMMC Enterprise Design SME Nursing Advisor, IP Clinical Documentation EpicCare Inpatient

Kristi Cousins UMMMC Enterprise Design SME Nursing Advisor, IP Clinical Documentation EpicCare Inpatient

Nancy Seskes HealthAlliance Enterprise Design SME Nursing Advisor, IP Clinical Documentation EpicCare Inpatient

Bridget Latino UMMMC Enterprise Design SME Nursing Advisor, IP Orders EpicCare Inpatient

Jessica Downer UMMMC Enterprise Design SME Nursing Advisor, IP Orders EpicCare Inpatient

Donna McLaughlin UMMMC Enterprise Design SME Nursing Advisor, OR & Anesthesiology Optime

Deb Turner UMMMC Enterprise Design SME Nursing Advisor, Pharmacy EpicCare Inpatient, Willow

Mary Fortunato-Habib HealthAlliance Enterprise Design SME Nursing Advisor, Pharmacy EpicCare Inpatient, Willow

Gopal Patil UMMMC Enterprise Design SME Pharmacy Advisor, Oncology Willow, Beacon

MaryJane Ruth HealthAlliance Enterprise Design SME Pharmacy Advisor, Oncology Willow, Beacon

Megan Leary UMMMC Enterprise Design SME Pharmacy Advisor Willow

Janet Greene UMMMC Enterprise Design SME Radiology Operations Advisor Radiant

Christine Dixon HAH Enterprise Design Team HomeHealth Advisor Home Health

Lisa Kennedy UMMHC Access and Revenue Cycle Readiness Lead Hospital Billing Advisor Resolute (HB)

Joy Jacobson UMMHC Access and Revenue Cycle Readiness Lead Professional Billing Advisor Resolute (PB)

Mabel Romeo UMMHC (UMMMC) Access and Revenue Cycle Readiness Lead Health Information Management Advisor HIM

Sami Brownstein UMMHC (Marlborough)

Access and Revenue Cycle Readiness Lead Health Information Management Advisor HIM

Cassandra Trice UMMHC (HAH) Access and Revenue Cycle Readiness Lead Admission, Discharge, Transfer Advisor Prelude, Cadence

Christine Vallee UMMHC Access and Revenue Cycle Readiness Lead Ambulatory Access Advisor EpicCare Ambulatory

Michelle Sweeney UMMHC Access and Revenue Cycle Readiness Lead Ambulatory Access Advisor Prelude, Cadence

Fran Carroll UMMHC Access and Revenue Cycle Readiness Lead Revenue Integrity Advisor Resolute (HB)

Ann Folk UMMHC Access and Revenue Cycle Readiness Lead Revenue Integrity Advisor Resolute (HB)

Kathy Brady UMMHC Access and Revenue Cycle Readiness Lead Revenue Integrity Advisor Resolute (PB)

Phil Moriarty UMMHC Access and Revenue Cycle Readiness Lead Finance Champion Finance

Charles Setor UMMHC Project Consultant Audit

Lorraine Brue UMMHC Project Consultant Compliance

Michelle Horrigan UMMHC Project Consultant Legal

Suzanne Stinson UMMHC Project Consultant Strategy/Business Development

Have a question about the Epic implementation? Email epicproject@umassmemorial.org

TALKING POINTS January 2016

ENTERPRISE DESIGN TEAMComprised of Physician Champions, Project Champions and Enterprise Design Subject Matter Experts, this group is responsible for guiding the design/configuration of Epic and related workflows.

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