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How We Work With You

Surety Systems supports Epic organizations through three core service approaches.

1

Advise

Unbiased honesty from the start.

We provide unbiased guidance to help you make confident decisions about your Epic environment. From pre-implementation planning and vendor-neutral roadmapping to system health checks, our team helps you set the right direction before committing resources.

2

Execute

We own the result.

Our consultants step into active project roles and deliver results. Implementations, data migrations, upgrades, Epic Refuel system optimizations, go-live support, and complex integrations are all within scope. We manage the work and own the outcome.

3

Reinforce

Your expertise gap, covered.

When your internal team needs additional depth, we fill critical expertise gaps with senior-level Epic talent. Our strategic staff augmentation keeps your environment stable and your people supported through high-demand periods, organizational transitions, and ongoing operational needs.

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Benefits of Our Epic Consultants

Surety Systems doesn't carry a traditional bench. Our consultants are aligned with your project based on specialized expertise, not our bottom line.

Blended Workforce

Blended Workforce

Supercharge your internal team.

Pair your organization's institutional knowledge with our certified Epic expertise. You get specialized support during high-stakes initiatives and zero unnecessary overhead once the work is done.

Healthcare Expertise

Healthcare Expertise

We know more than your EHR.

Many of our clients run Workday, Infor, or UKG alongside their Epic environment. Our team understands how these platforms interact, which means fewer blind spots during integrations, migrations, and multi-system initiatives.

Unbiased Consulting

Unbiased Consulting

No license pitch. No upsell. No agenda.

We don't represent a vendor. Our recommendations are rooted in what actually works for your organization, your patients, and your teams. That independence is what keeps our clients coming back.

Epic Lifecycle Stages We Support

Pre-Implementation & Planning

Pre-Implementation & Planning



Our consultants support early-stage planning activities, including workflow analysis, environment readiness, and build configuration. The right expertise at this stage prevents costly rework later.

Implementation & Go-Live

Implementation & Go-Live



We staff analysts, developers, trainers, and project managers into active implementation teams, providing hands-on support through build, testing, training, and go-live.

Integrations

Integrations



Connecting Epic with third-party systems, ERPs, patient portals, and other EHRs requires specialized integration experience. Our consultants bring deep knowledge of Epic's interoperability tools and interface standards, along with decades of ERP experience to help your organization share data securely and efficiently across systems.

Reporting & Analytics

Reporting & Analytics



Accurate, accessible reporting is foundational to clinical and operational decision-making. Our consultants support Epic report writing, data analysis, and advanced analytics initiatives, helping your teams turn system data into actionable insight.

Backfill & Operational Support

Backfill & Operational Support



Internal teams face capacity constraints during peak periods, leave coverage, and organizational transitions. Our Epic consultants step in to maintain continuity across critical functions, keeping day-to-day operations stable while your team focuses on higher-priority work.

Training & Adoption

Training & Adoption



Our consultants support the full training lifecycle, from credentialed trainer-led curriculum development to at-the-elbow support during go-live and beyond. The goal is proficiency across your user base and a reduced support burden on your internal team.

Project Management

Project Management



Our Epic-certified project managers serve as an extension of your internal leadership, not a replacement for it. Embedded on the client side, they bring structure and accountability to complex initiatives — managing scope, timelines, budgets, and cross-functional coordination while giving your team an experienced voice at the table alongside implementation partners and vendors.

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Surety-at-a-Glance

20 +

Years of Success

2000 +

Projects Under Our Belt

84 %

Projects with Repeat Clients

17

Client Industries

100 %

US- & Canada-Based Team

Insights

Clinical Apps Success Story

Surety Systems helps healthcare group optimize Epic Healthy Planet for Value-Based Care

As this regional healthcare client began implementing new Epic Healthy Planet and Compass Rose functionality, they encountered issues with an internal team responsible for a...

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Clinical Apps Success Story

Surety Systems helps large urgent care system optimize its Epic Ambulatory landscape

This Southeast urgent care system recently underwent an acquisition, requiring both sides of the organization to implement a new Epic ecosystem. The client’s Epic Ambulatory...

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Clinical Apps Success Story

Regional urgent care organization optimizes Epic training efficiency with Surety Systems

The regional urgent care organization recently underwent a complete Epic deployment across its care locations; however, its virtual training programs were not as comprehensive as...

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Consultant Profiles

Epic Implementation Consultant

10+ years of EMR Training experience Implementation, Development, and Testing expertise across Epic, Cerner, Allscripts, and Meditech applications Epic Credentialed in CPOE, ClinDoc, Optime/Anesthesia, Beacon, and Ambulatory Epic Trainer and PM experience Experience with Cerner Dynamic Documentation, Millennium, PowerChart, Mpages, PowerOrders, CORE, and PowerNote Epic Training Development, update, and curricula editing experience

Epic Software Consultant

10 years experience as an Epic Credentialed Trainer Ambulatory, Cadence, Radiant expert MyChart patient portal foundation 20 years of Nursing experience Credentialed in Ambulatory, Radiant, Cupid, Stork, Willow, and a handful of other Epic modules

Epic Go Live Consultant

22 years of Epic experience Certified in Epic Ambulatory New Installations, Optimizations, and Epic Refuel expertise Design Custom workflows, data courier, workflow analysis, and upgrades/nova notes experience Full Build to Go-Live experience across: PT, OT, SLP, Audiology, TBI Therapy, Wound Care, Cancer Support Services, Cardiac Rehab, Pulmonary Rehab, and Social Work Professional Billing Proficiency

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