Epic runs the clinical record. What's still happening by fax around it?
Epic is the electronic health record most large hospitals and health systems run clinical charting, scheduling, and billing through, built around modules like Cadence for scheduling, Resolute for billing, and MyChart for patients. It's the system of record. It's rarely the system every referring office, outside lab, or business-side reporting tool is wired into. We build the integration and automation that sits around Epic, through the interfaces a health system's own Epic team already supports, without touching clinical configuration or PHI we're not credentialed to access.
What We Build Around Epic
A referral shows up by fax or email from an outside primary care office, and a referral coordinator reads it, opens Epic, and keys in the referral order by hand before anyone can schedule the consult. We build the automation that captures that incoming referral and hands it to the interface the Epic team already has in place, so a coordinator reviews a pre-filled referral instead of transcribing one from a fax.
Epic's own reporting tools hold a huge amount of clinical and operational data, but leadership dashboards usually need that blended with something Epic doesn't own, a marketing CRM, a staffing system, a separate collections tool. We build the pipeline that lands Epic's reporting extracts next to the rest of the organization's numbers, through the exports the organization already has access to.
Health systems increasingly run a separate CRM to track referring physician relationships, who's sending patients, who's gone quiet, who needs a call. Keeping that in sync with who actually got scheduled and seen in Epic is usually a manual cross-reference. We handle that sync so the relationship data reflects what's actually happening clinically, without someone doing it by hand every week.
Plenty of the offices, labs, and vendors around a health system aren't on Epic and never will be. We build the automation that turns an Epic-side event, a referral sent, a result ready, into the fax, email, or portal update that outside partner actually needs, through the supported interfaces rather than a workaround.
A Real-World Scenario: Multi-Specialty Health System
Referrals arrive by fax and email from community PCP offices, Epic for the EHR across every department.
Before
A fax comes in from a community PCP referring a patient to cardiology. A coordinator reads it, matches the patient if they already exist in Epic or starts a new chart if not, keys in the referral order, and calls the PCP's office back to confirm receipt, all before the consult can even be scheduled.
After
The incoming fax gets structured and matched automatically, then handed to the referral interface the Epic team already maintains. The coordinator opens a referral that's already populated and ready to schedule, and the confirmation back to the PCP's office goes out on its own.
Running on Epic and still bridging the gaps with fax machines and spreadsheets?
Tell us which handoff around Epic eats the most staff time, referrals coming in, reporting going out, or keeping an outside partner in the loop. We build automation outside the EHR itself, through the interfaces your organization already supports. And if Epic isn't where your organization loses the most time, we automate whatever is, anywhere in the business.
Let's talk