
AI RECEPTIONIST FOR EPIC
Your Epic workflows.
A clearer route to outpatient care.
Support patient access across ambulatory and specialty services. MEDI handles approved conversations around appointments, with your department rules and scheduling team in control.
PATIENT CALLING
“I’m calling to arrange my specialist follow-up.”
YOUR CLINIC’S BOOKING RULES
Department identified · Visit type matched · Location checked
THE APPROVED NEXT STEP
A supported action, or a clear handoff to your team.
Appointment placed.
Directly in your Epic schedule.
- Visit
- Specialty follow-up
- Time
- 9:30 AM · 30 min
- Patient
- Example patient
INCOMING CALLS & APPOINTMENTS
The right department.
The right scheduling pathway.
A first consultation, return visit and coordinated appointment sequence are different requests. Configure MEDI around the specific Epic workflows your organization approves.
- Identify the department, location and appointment purpose.
- Apply the agreed visit-type and provider-selection rules.
- Send complex sequences, clinical prerequisites and exceptions to the scheduling team.
Support routine access conversations while preserving department-specific scheduling responsibilities.
Explore incoming callsPATIENT OUTREACH
Move approved requests
toward the next visit.
MEDI can contact patients from approved worklists or lists about scheduling next steps and upcoming visits. Your organization defines the source, contact purpose and supported actions.
- Reviewed specialty request
- Return visit to arrange
- Department visit reminder
Give patient-access teams a clearer view of reached patients and requests needing intervention.
Explore patient outreachNEW VOICEMAIL
“Which department should I contact about my next visit?”
READY FOR THE NEXT STEP
The right context for your front desk.
SMART VOICEMAIL & PATIENT SMS
A missed call.
A useful next conversation.
Use administrative SMS follow-through for missed calls, appointment questions and approved preparation information. Route clinical questions and complex coordination to the appropriate service.
- Capture the request and the details your team needs.
- Use clinic-approved answers and administrative instructions.
- Keep clinical questions and exceptions with the right staff.
Keep patients informed and give your reception team clearer next steps.
Explore voicemail & SMSCONFIGURED AROUND YOUR PRACTICE
The details matter.
Make them part of the workflow.
Your Epic setup is specific to your clinic. We review the connection, booking policies and handoff instructions together, then test the supported actions with your team.
The rules your team uses
Start with real appointment types, provider preferences and administrative instructions.
The actions your setup supports
Confirm availability, permitted changes and how the result reaches your staff.
A clear place for exceptions
Define when a request needs staff review and what context should go with it.
Organizational access
Review the Epic environment, authorized connection and security requirements with your implementation team.
Department workflows
Scope locations, visit types, scheduling prerequisites and the actions available to MEDI.
Acceptance scenarios
Test ordinary requests, exceptions and staff handoffs before the agreed workflow goes live.
START WITH YOUR PRIORITY
One useful workflow.
Room to grow.
- 01
Bring a familiar scenario
A routine booking, a follow-up request or a missed call your team handles often.
- 02
Review your Epic setup
Confirm access, available actions, booking policies and staff handoffs.
- 03
Test the whole next step
Check the patient conversation, the supported action and the information your team receives.
MEDI + EPIC
Your questions,
answered.
Is the same MEDI workflow available in every Epic organization?
No. Epic environments, permissions and department workflows vary. We confirm access and supported scheduling or record actions with your organization; a connection does not imply every Epic function is available.
How do we configure MEDI for our Epic booking rules?
We map your appointment types, providers, durations, locations and staff instructions, then review access and supported actions for your connection. Test a routine request, a change and an exception with your team before launch.
Can we begin with one workflow?
Yes. Start with overflow calls, missed-call follow-up or one clinic-approved outreach list. Agree the scope and handoffs, then review the results with your team.
Does MEDI make clinical decisions?
Clinical advice, urgency decisions and treatment plans remain with your care team. MEDI follows the administrative instructions and escalation rules your clinic approves.