Why physical therapy calls need specialty rules
Fill schedules, manage cancellations, and keep therapists focused on care rather than constant phone work.
Cancellation Recovery
Katie rebooks same-week slots with waitlist patients.
Plan of Care Compliance
AI reminds patients of visit counts, home exercise adherence, and documents feedback.
Insurance Updates
Eligibility changes or auth requests get captured and routed instantly.
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 physical therapy 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