Clinical Data Abstraction • Case Study + Checklist

Planning for the Unpredictable: Stabilizing Clinical Data Abstraction Under Pressure

How a major health system moved from three days behind to two weeks ahead of go-live.

By Patricia Ward, BSN, RN — Clinical Data Abstraction Director, e4health

When real-world volumes surged, tech dependencies faltered, and staffing shifted mid-project, one Southeast health system turned to e4health to protect clinical readiness ahead of an Epic go-live. In just four weeks, the abstraction program was rebuilt and re-scoped, ultimately processing more than 15,000+ records and stabilizing performance ahead of schedule.

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Download the Case Study & Clinical Data Abstraction Planning Best Practices Checklist

Fill out the form below to access the complete case study, “Planning for the Unpredictable: How a Major Health System Stabilized Clinical Data Abstraction Under Pressure,” plus the companion Clinical Data Abstraction Planning Best Practices Checklist your team can use for its next go-live.

You’ll receive a link to download the PDF case study and a checklist version of our Clinical Data Abstraction Readiness Framework, including surge capacity planning, time study standards, governance playbooks, and more.

What happens when Clinical Data Abstraction plans meet real-world turbulence?

Get a concise view of how a regional, multi-specialty health system navigated underestimated volumes, CCD and patient-identity issues, and legacy-to-Epic lab order complexity—and how e4health stabilized clinical data abstraction ahead of an Epic go-live.

  • See how productivity was re-baselined and capacity expanded to keep pace with real-world demand.
  • Understand the governance moves (escalation paths, weekend war rooms, shared logs) that kept teams aligned.
  • Learn how data from time studies and exception tracking translated into a repeatable Clinical Data Abstraction playbook.
Patricia Ward headshot

About the Author

Patricia Ward, BSN, RN, Clinical Data Abstraction Director at e4health, brings deep clinical and Health Information Management expertise to her leadership role. Beginning her career as a pediatric nurse, she later transitioned into clinical data abstraction, advancing from abstractor to leadership positions at Intellis before joining e4health.

Patricia now oversees e4health’s abstraction team, guiding projects from inception to completion while partnering closely with clients and collaborating with the sales team to expand and enhance e4health’s abstraction services. Her work is rooted in ensuring seamless data transitions and supporting improved healthcare outcomes through accuracy, quality, and effective collaboration.

Key Takeaways for Clinical Data Abstraction Leaders

  • Clinical Data Abstraction programs rarely go exactly to plan — the difference is how you prepare for variability.
  • Time studies, surge capacity, and clear governance should be engineered before go-live, not in the middle of a crisis.
  • Fast-switch playbooks for manual abstraction protect clinical readiness when CCD, identity, or legacy-data assumptions break down.