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.
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