December 2011

Document Type


Degree Name



Dept. of Medical Informatics and Clinical Epidemiology


Oregon Health & Science University


The Oregon Health and Science University (OHSU) has been using the EpicCare Electronic Medical Record system (Epic for short) since 2006. Every year, new system upgrades are released by Epic. Each upgrade includes a vast number of new features, functionality fixes, and compatibility updates; some optional, some required by federal government mandate. This capstone report discusses and assesses the 2011 Epic '10 upgrade process at OHSU from the first planning meeting, through the process of system building, testing and dress rehearsals, to the final training sessions and organization-wide go-live. Epic system upgrades at other organizations are also discussed and compared to OHSU's experiences. Following each system upgrade at OHSU, a thematic list of Lessons Learned is compiled. These Lessons Learned influence and guide the upgrade process in the following year. This report includes an analysis and comparison of OHSU's Lessons Learned from 2010 and 2011. Across the board, the major conclusions of OHSU's and other organizations' upgrade experiences were the importance of and need for increased: - user involvement in training, testing and implementation; - pre-go-live testing of system elements and workflows; - frequent communication of upgrade features, expected changes and dates; - super users and other on-site support; and - attention to specific system element functionality and interoperability. A user survey results analysis and Epic support center call-ticket analysis for the 2011 upgrade support these conclusions, and suggest future upgrade methodologies for OHSU to address these issues. OHSU is already planning to increase end-user involvement in the system testing process in future upgrades, and conduct more thorough workflow-oriented testing based on the needs of each clinic/location involved in the go-live. Future post-upgrade user surveys are also planned to assess the results of these changes in OHSU's upgrade process.




School of Medicine



To view the content in your browser, please download Adobe Reader or, alternately,
you may Download the file to your hard drive.

NOTE: The latest versions of Adobe Reader do not support viewing PDF files within Firefox on Mac OS and if you are using a modern (Intel) Mac, there is no official plugin for viewing PDF files within the browser window.