Most healthcare reporting estates are Epic Clarity and Caboodle estates. Syntrix’s founder has built Epic reporting since 2007: extracts, custom data models, report packs, and the analyst teams that keep them running. This service is that experience applied to whatever is slowing your reporting down right now.

What it covers

  • Backlog triage. Sort the request queue by what a report actually needs (a new extract, a model change, a fix, or a conversation), and clear the part that does not need a developer.
  • Extract and data model design. Clarity and Caboodle table selection, join logic, grain, and refresh timing, written down so the next analyst can follow it.
  • Report performance. Find the slow reports, isolate the cause (query, model, or rendering), and fix the cause rather than the symptom.
  • Analyst team structure. Who owns what across Cogito-certified analysts, report writers, and BI developers, and how requests move between them.

When to call

  • A go-live or upgrade left a reporting backlog that has not shrunk since.
  • Reports disagree with each other and nobody can say which one is right.
  • You are planning a move to Microsoft Fabric and need the existing extracts understood before anything is rebuilt.

What you get

Written findings you can act on without Syntrix in the room: the queue sorted and sized, the extract and model decisions documented, and a team structure with named responsibilities. Where a move to Fabric is the goal, this work feeds directly into Fabric Foundations.