Why multi-specialty groups calls need specialty rules
Keep dozens of service lines organized without spinning up separate call centers. Katie routes by specialty, provider, and intent.
Smart Directory
AI uses knowledge of each specialty’s rules to connect patients correctly.
Cross-Sell Opportunities
Callers interested in new services receive curated education + booking links.
Executive Reporting
Leaders see which specialties drive the most calls and where to staff.
What lands in Epic
Triage happens on the call. What reaches Epic is a structured record in the place your team already works, not a voicemail someone has to transcribe.
- Read-only access to appointments via RPA or App Orchard
- Drop call summaries into In Basket or work queues
- Optional SmartForm intake for referrals
Setting it up for a multi-specialty groups practice on Epic
Go-live is typically 7 to 14 days. Most of that time is spent on your rules rather than on the integration itself.
- Confirm which Epic modules your practice uses
- Decide where each call type should land in Epic
Security and compliance
PHI handling is covered by a signed BAA before anything goes live.
- BAA-backed deployment
- Audit logging synced with Epic security