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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.

MEDI + Epic

PATIENT CALLING

“I’m calling to arrange my specialist follow-up.”

Direct integrationAmbulatory careSpecialty departmentsHealth-system access teams
De-identified Epic scheduling interface with example data
Booking rules matched
MEDIBOOKED

Appointment placed.

Directly in your Epic schedule.

Visit
Specialty follow-up
Time
9:30 AM · 30 min
Patient
Example patient
Provider A · Approved visit type

Epic booking demonstration

Scroll sideways to inspect the schedule on smaller screens.

De-identified Epic scheduling interface with example data
Booking rules matched
MEDIBOOKED

Appointment placed.

Directly in your Epic schedule.

Visit
Specialty follow-up
Time
9:30 AM · 30 min
Patient
Example patient
Provider A · Approved visit type

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 calls

PATIENT 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 outreach
Patient outreach
Reviewed specialty requestPatient contacted
Return visit to arrangeScheduling preference collected
Department visit reminderInstructions shared
Voicemail → SMS

NEW VOICEMAIL

“Which department should I contact about my next visit?”

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 & SMS

CONFIGURED 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.

01

The rules your team uses

Start with real appointment types, provider preferences and administrative instructions.

02

The actions your setup supports

Confirm availability, permitted changes and how the result reaches your staff.

03

A clear place for exceptions

Define when a request needs staff review and what context should go with it.

Explore clinic playbooks
YOUR CLINIC PLAYBOOKEpic workflow

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.

  1. 01

    Bring a familiar scenario

    A routine booking, a follow-up request or a missed call your team handles often.

  2. 02

    Review your Epic setup

    Confirm access, available actions, booking policies and staff handoffs.

  3. 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.