HCIT: Epic at the Core, AI at the Edge: Real-World RCM Strategy from a $10 bln Revenue Health System

Research evidence excerpt

HCIT: Epic at the Core, AI at the Edge: Real-World RCM Strategy from a $10 bln Revenue Health System

Truist Securities

Equity Research Report June 28, 2026

HEALTHCARE: HCIT

HCIT: Epic at the Core, AI at the Edge:

Real-World RCM Strategy from a $10 bln Jailendra Singh

212-401-4406 Revenue Health System Jailendra.Singh@truist.com

We recently hosted a revenue cycle management leader at one of the leading health

systems in the Northeast region (approaching $10 bln in net patient revenue) for a

Payton Engdahl dinner meeting with a small group of investors in NYC. The discussion focused on

212-319-5476 revenue cycle strategy, Epic Systems (private) standardization, AI adoption, the RCM Payton.Engdahl@truist.com

competitive landscape, broader utilization trends, among other topics. Our expert has

worked in Epic environments since 2012 and has been at her current organization for

Eduardo Ron roughly 2.5 years after previously leading revenue cycle operations at another health

212-326-3152 system. We offer our takeaways from the discussion below. Eduardo.Ron@truist.com

11 Page Document Epic-First Strategy Remains the Central Technology Theme. Our expert’s health

system is prioritizing Epic optimization and standardization, with the goal of improving

workflow consistency, adopting quarterly Epic releases more efficiently, and maximizing

Reasons for this report ROI from an already significant Epic investment. In her view, highly customized Epic

builds are becoming harder to maintain, particularly as quarterly releases can disrupt

✓ KOL Feedback Included custom workflows. As a result, even health systems that do not fully “drink the Epic

✓ KOL Meeting Takeaways Kool-Aid” are being pushed toward standardization because it improves maintainability