The inaugural i2b2 Educational Session was held on October 13, 2016 where Phillip Ng from the University of Rochester presented an overview of their work using Epic, i2b2, Excel, and REDCap. They have developed a number of plugins, that streamline the workflow of their researchers. Using existing work building i2b2 and integrating with REDCap and Excel, we are able to leverage MyChart questionnaires and SmartData Notes, and automated methods to classify and display data-dictionary information to drive end-user, staff directed access to create structured data-sets through a drag-and-drop interface to quickly service research requests, reducing overall staff effort.