EMR Integration

MedFrontDesk.ai + Epic

Answer calls with Katie, then push structured notes, referral info, and schedule requests straight into Epic templates.

2–4 wks Integration timeline

Answer calls with Katie, then push structured notes, referral info, and schedule requests straight into Epic templates.

Practices running Epic usually do not want to change their charting workflow to fix their phones. The point of this integration is that they do not have to: calls are answered and triaged up front, and what reaches Epic is a structured record in the place your team already looks.

How the Epic integration works

Katie answers and triages the call, then writes the outcome into Epic through the paths below. Your staff keep working where they already work.

  • Read-only access to appointments via RPA or App Orchard
  • Drop call summaries into In Basket or work queues
  • Optional SmartForm intake for referrals

Security and compliance

PHI handling for Epic deployments is covered by a signed BAA, with access logging that lines up with your existing controls.

  • BAA-backed deployment
  • Audit logging synced with Epic security

What your team stops doing

The calls that currently interrupt whoever is nearest the phone get handled before they reach anyone, and arrive in Epic already structured.

  • Re-keying caller details into the chart by hand
  • Chasing pharmacy or insurance detail on callbacks
  • Triaging routine requests that never needed a person
  • Working a voicemail backlog every morning

What to measure after go-live

Agree the numbers before you switch anything on, so the effect of the Epic integration is visible rather than anecdotal.

  • Answer speed and abandoned-call rate
  • Share of calls resolved without staff involvement
  • Staff hours returned to in-person work
  • Booking and no-show rate movement

Rollout checklist

  • Confirm which Epic modules your practice actually uses.
  • Decide where call records should land for each call type.
  • Define escalation rules for urgent clinical calls.
  • Nominate an owner for the integration on your side.
  • Test with real call scenarios before go-live.

Frequently asked questions

Do we need to change how we use Epic?

No. The integration writes into the places your team already works. Charting workflow stays as it is.

How long does integration take?

Most integrations are part of a 7 to 14 day personalized go-live. More complex environments can run longer, and you get a dated plan up front.

Is a BAA included?

Yes. A signed BAA is standard before any PHI is handled.

Epic by specialty

How the Epic integration works for each specialty's call patterns and triage rules.

Part of AnswerEvery call picked up, triaged, and routed — including the ones outside office hours.See the whole pillar →

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