Epic Features
Clinical Workflow Management (4)
Multiple Medical Provider Access
Allows medical professionals from any department to access and update patient health information
Ancillary Care Provider Access
Allows medical professionals from other health systems access patient health information
Meaningful Use Reporting
Generates reports that provides insight into the clinical and financial health of a practice, as well as ensures that a practice adheres to Meaningful Use initiatives
Clinical Documentation
Simplifies charting and patient documentation tasks
Patient Health Information Management (3)
ePHI Storage
Electronically, securely stores patient records
Interoperability
Facilitates streamlined sharing of patient data via seamless integration with relevant third-party medical software
Patient Workflow Management
Tracks and monitors the movement of patients through the health care practice or system
Operations Management (4)
Administrative Processes
Simplifies and supports administrative processes like registration, reporting, document management, and inventory.
Back Office Processes
Simplifies and supports back office processes like billing/finances, scheduling, registration, recordkeeping, and integration or alignment with third-party solutions and/or resources.
Workflow Coordination
Enables the optimization of all organizational tasks and process through improved workflows, efficient inter- and intra-departmental communication, and coordination of distinct systems.
Practice Specialty Support
Tailors functionality based on specific nuances of specialty practices.
Added Efficiencies (4)
Integration with EHRs
Enables integration with electronic health records (EHRs) for effective information flow.
Compliance
Maintains practice compliance around health care mandates and regulatory requirements.
Integration with Billing Software
Enables integration with revenue cycle management (RCM), medical billing, and insurance solutions for effective recordkeeping and maintenance.
Patient Information Management
Tracks and monitors patient demographic information.
Decision Analysis (4)
Discussion Archive
Archives discussions for future reference.
Roadmapping
Creates roadmaps around agreed upon goals and decisions.
Artificial Intelligence
Leverages artifical intelligence to assist in the decision-making process.
Decision Tracking
Records past decisions for future reference.
Integration (2)
Data
Provides the ability to integrate data and transform data in order to facilitate decision-making.
Applications
Allows the user to connect to variety of applications across the organization.
Management (2)
Catalog
Stores organization rules in a catalog, to ensure clinical users can access them in their latest version.
Collaboration
Gives users the ability to collaborate on decision management, such as the ability to work simultaneously or annotate models.
Analytics (3)
Impact analysis
Analyzes and compares the impact of automated decisions.`
Simulation
Provides tools for simulating rules on real or fictitious operational data, and use the results to assess and refine the behavior of the rules.
Risk Factors
Analyzes risk factors, flags cases, and provides information on treatment protocols
Agentic AI - EHR (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Agentic AI - Clinical Decision Support (1)
Autonomous Task Execution
Capability to perform complex tasks without constant human input
Clinical Care - Long Term Post Acute Care (4)
Care Plan Management
Enables creation, updating, and tracking of individualized care plans over time
Rehab Progress Tracking
Captures therapy session data, thresholds, progress metrics and integrate with clinical record
Care & Discharge Planning
Coordinates patient transitions across settings (including hospitals, skilled nursing facilities, and home) and exchanges discharge summaries
Point‑of‑Care Documentation
Allows clinicians/CNAs to document care (vitals, ADLs, notes) at the bedside or in real time
Financial / Revenue Cycle - Long Term Post Acute Care (1)
Claim Submission & Scrubbing
Generates, validates and submits claims, detect errors or missing data before filing
Analytics & Quality / Compliance - Long Term Post Acute Care (2)
Quality Measures & Outcomes Tracking
Monitors clinical and operational quality metrics (e.g. readmissions, falls, pressure injuries)
Predictive Risk Stratification
Uses data models to flag patients at high risk for readmission, decline, or adverse events
Operations & Workforce - Long Term Post Acute Care (2)
Scheduling & Staffing Optimization
Optimizes staff shift coverage, skill mix, shift preferences, and compliance
Task & Workflow Management
Assigns, tracks, and manages care tasks, handoffs, and care bundles
Patient Communication & Engagement (4)
Personalized Patient Outreach
Delivers targeted engagement campaigns based on patient demographics, risk factors, and behavior.
Intelligent Chatbots & Virtual Assistants
Provides AI-driven chat interfaces to answer patient questions, triage needs, and route requests.
Two-Way Patient Messaging
Enables secure, conversational messaging between patients and care teams across digital channels.
AI-Powered Appointment Reminders
Sends automated appointment reminders via SMS, email, or voice using AI to optimize timing and channel selection.
Scheduling & Access Optimization (4)
Self-Service Appointment Scheduling
Allows patients to book, reschedule, or cancel appointments through web or mobile tools.
Digital Intake & Pre-Visit Forms
Collects and validates patient information electronically prior to appointments.
AI-Based Scheduling Optimization
Optimizes provider schedules using predictive analytics to reduce gaps and overbooking.
Waitlist & Cancellation Management
Automatically fills canceled appointments using intelligent waitlist prioritization.
Care Coordination & Automation (3)
Risk Stratification & Patient Prioritization
Analyzes clinical and behavioral data to identify high-risk patients & prioritize outreach.
Automated Care Pathway Guidance
Guides patients through care journeys using AI-driven recommendations and reminders.
Referral Management
Tracks, routes, and manages referrals across providers & care settings.
Operational Intelligence & Integration (3)
Predictive No-Show Analytics
Identifies patients at risk of missing appointments using predictive models.
EHR & Practice Management Integration
Integrates with electronic health records & practice management systems to synchronize patient and scheduling data.
Operational Performance Dashboards
Provides real-time dashboards tracking engagement, access, and operational KPIs.






