RMS

7 Steps to Maximize Your Epic Investment with True Automation

Epic environments have made major progress standardizing workflows across revenue cycle and financial teams. The next opportunity is simplifying the day-to-day work of posting, follow-up and reconciliation, especially where manual touches and exception handling still consume time.

Why this matters right now:

In other words, revenue cycle teams are being asked to simplify workflows and deliver measurable efficiency gains with the staff and systems they already have, along with finding ways to accelerate cash.

Below are 7 practical ways revenue cycle leaders can maximize their Epic investment and increase efficiency with True Automation, based on the integration and workflow patterns we see across Epic environments.

 

1) Standardize how payments enter Epic across check and ACH

When payment types follow different paths, teams waste time on exceptions and rework. In practice, good automation means routing checks and ACH through one Epic CMM enabled intake flow with consistent matching rules.

RMS supports this with integration that normalizes inputs and keeps matching consistent across payment and remittance rails, allowing posting to happen seamlessly.

 

2) Increase auto posting by reducing workflow variation

When auto posting is low, the root cause is often inconsistent payer behaviors, paper conversion outputs, or Epic RMO mappings driving or increasing exceptions, rather than staffing. In practice, good automation means using an Epic RMO enabled workflow that drives 95%+ auto posting through standardized logic, clean inputs and strong integration.

RMS supports this by customizing posting rules, normalizing data to meet the provider’s setup, and reducing avoidable exceptions so more transactions post cleanly with less manual effort.

 

3) Reduce rework caused by duplicate paper and redundant records

Duplicate paper and redundant posting files create unnecessary matching work and recurring exceptions that drain time. In practice, good automation means using de-duplication logic that identifies duplicate conversion files early and prevents repeat handling before it reaches the posting workflow, complimenting Epic Cash Management (CMM) while also reducing cost.

RMS supports Epic CMM with paper de-duping services that reduces duplicate-driven exceptions and helps teams spend less time reworking the same items.

 

4) Reduce portals and keep exception posting inside the workflow

Exception work is where time disappears. When teams have to jump between systems, hunt for images, and take duplicative actions, output drops and processes elongate. In practice, good automation means integrating posting images into the exception workflow so batches can be worked and resolved in fewer steps directly in Epic.

RMS supports this with direct Epic integration and an Epic batch creation workflow that reduces reliance on external portals and helps teams resolve exceptions efficiently.

 

5) Put the images where the work happens

In many Epic environments, images exist, but they are not indexed or structured in a way that helps posting and follow-up teams act quickly. The ROI shows up when image access is embedded directly into the workflow and tied to the right payer and claim context. In practice, good automation means integrating OnBase or Epic Gallery so documentation is accessible through smart indexing and can be retrieved in context during posting, exception resolution, and follow-up work.

RMS supports this with image and workflow integration that reduces time spent searching for documents and helps teams resolve exceptions and complete follow-up actions faster with fewer escalations, improving overall throughput and the patient financial experience.

 

6) Standardize PLB handling so adjustments are not a monthly fire drill

PLBs can quietly become a recurring manual burden when they are handled inconsistently or require one-off research. In practice, good automation means using a standardized PLB workflow that supports consistent handling, tracking, and dedicated exception process.

RMS supports this with custom PLB integrations, workflow reporting and dashboard options that reduce manual posting and research, improve consistency, and give teams better control over adjustments and takebacks.

 

7) Design for change by staying bank and clearinghouse agnostic

Epic environments evolve over time. Banks change, clearinghouse relationships shift, and payer inputs vary, so the posting process should not depend on any single upstream partner. In practice, good automation means proven integration across banks, clearinghouses, posting platforms like Epic, and reconciliation platforms that solve for payer behaviors.

RMS supports this with bank and clearinghouse agnostic connectivity, deep experience across healthcare and banking, and a consistent approach that keeps posting stable as partners change, reducing disruption and avoiding repeated rebuilds.

 

Bringing it all together: True Automation in Epic environments

A simple way to think about maximizing your Epic investment is to focus on three outcomes:

  1. Reduce cost through automation by minimizing manual touches, rework, and avoidable exceptions
  2. Create seamless, integrated workflows in Epic so teams can resolve exceptions without switching systems
  3. Improve visibility and control with posting-ready outputs such as consistent deposit and remit structures, image access for exceptions, and standardized PLB workflows

RMS supports revenue cycle teams in Epic environments by integrating and consulting across the areas above. The goal is to make posting and reconciliation easier to run day to day, while delivering measurable results, without adding another tool.

RMS helps Epic environments turn these seven areas into measurable outcomes. If improving posting speed and reducing exception volume is a priority this year, let’s review your workflow and map a clear plan forward.

Schedule a free automation review at https://rmsweb.com/contact