Platform: Epic Systems
Service: End-to-End Revenue Cycle Application Training & Go-Live Execution
Focus Area: Professional Billing (PB) | Hospital Billing (HB) | Single Billing Office (SBO)
Overview
A multi-entity health system preparing for a large-scale Epic implementation faced significant revenue cycle disruption risk across Professional Billing (PB), Hospital Billing (HB), and Single Billing Office (SBO) operations.
Leadership recognized that protecting revenue performance requires more than system build. It requires operationally aligned revenue cycle training and stabilization.
The Challenge
The organization needed:
- Workflow validation prior to build finalization
- Clear role mapping across complex revenue cycle functions
- Structured, role-based curriculum development
- Trainers experienced in both Epic functionality and revenue operations
- On-site go-live stabilization support
- Post-live performance recovery and mentorship
Without a comprehensive training strategy, the implementation risked productivity decline, denial increases, and delayed cash flow.
Our Approach
Loring Revenue Cycle Solutions led the full revenue cycle training lifecycle – from workflow validation through post-live stabilization.
Workflow Validation & Alignment
- Partnered with operational leaders to validate end-to-end PB, HB, and SBO workflows
- Ensured training environments aligned with real-world operational scenarios
Role Mapping & Curriculum Design
- Conducted detailed role delineation across revenue cycle functions
- Mapped Epic security classes to operational responsibilities
- Designed structured learning paths for end users, super users, and leaders
Training Development & Delivery
- Developed materials aligned with validated workflows
- Delivered instructor-led sessions, labs, and scenario-based simulations
- Integrated revenue cycle best practices into Epic system education
- Managed training logistics across departments
Go-Live & Stabilization Support
- Provided on-site elbow support across PB, HB, and SBO teams
- Triaged workflow issues in real time
- Reduced early denial trends through immediate intervention
- Conducted refresher sessions and performance coaching
The Impact
- Reduced post-go-live productivity decline
- Faster time to revenue stabilization
- Increased staff adoption and competency validation scores
- Decreased avoidable denial trends
By aligning system education with operational execution, the organization protected financial performance during a complex enterprise transformation and built long-term internal revenue cycle capability.
