# AI Automation for Epic > 68 workflow automations purpose-built on top of Epic — no data leaves your system, no parallel tool for your team to learn. - **Canonical URL:** https://calish.com/workflows/tool/epic/ - **Automation count:** 68 - **Roles:** Cardiology Practice Manager, ENT Practice Manager, Gastroenterology Practice Manager, Medical Coding Manager, Neurology Practice Manager, OB-GYN Practice Manager, Orthopedic Practice Manager, Pain Management Practice Manager, Prior Authorization Specialist, Urology Practice Manager ## Automations - [HEDIS / Quality Measure Tracking for Cardiology Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-cardiology-practice-manager-with-epic/) — AI tracks every measure gap in real time from Epic, schedules outreach for overdue patients, and reports attainment monthly — practices hit - [Surgical Case Scheduling for Cardiology Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-cardiology-practice-manager-with-epic/) — AI orchestrates the booking across Epic and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops - [Patient Recall & Gap Closure for Cardiology Practice Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-cardiology-practice-manager-with-epic/) — AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rat - [Telehealth Visit Follow-up for Cardiology Practice Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-cardiology-practice-manager-with-epic/) — AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Epic, and schedules the next visit — the c - [Provider Credentialing & Payer Enrollment for Cardiology Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-cardiology-practice-manager-with-epic/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t - [Patient Experience Feedback Loop for Cardiology Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-cardiology-practice-manager-with-epic/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality - [Daily Denial Worklist Triage for Cardiology Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-cardiology-practice-manager-with-epic/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do - [Controlled Substance & PDMP Compliance for Cardiology Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-cardiology-practice-manager-with-epic/) — AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance re - [HEDIS / Quality Measure Tracking for Orthopedic Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-orthopedic-practice-manager-with-epic/) — AI tracks every measure gap in real time from Epic, schedules outreach for overdue patients, and reports attainment monthly — practices hit - [Surgical Case Scheduling for Orthopedic Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-orthopedic-practice-manager-with-epic/) — AI orchestrates the booking across Epic and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surgery drops - [Patient Recall & Gap Closure for Orthopedic Practice Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-orthopedic-practice-manager-with-epic/) — AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rat - [Telehealth Visit Follow-up for Orthopedic Practice Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-orthopedic-practice-manager-with-epic/) — AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in Epic, and schedules the next visit — the c - [Provider Credentialing & Payer Enrollment for Orthopedic Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-orthopedic-practice-manager-with-epic/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t - [Patient Experience Feedback Loop for Orthopedic Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-orthopedic-practice-manager-with-epic/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality - [Daily Denial Worklist Triage for Orthopedic Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-orthopedic-practice-manager-with-epic/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do - [Controlled Substance & PDMP Compliance for Orthopedic Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-orthopedic-practice-manager-with-epic/) — AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance re - [New Patient Intake & Chart Prep for OB-GYN Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-ob-gyn-practice-manager-with-epic/) — AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-popul - [Referral Management & Loop Closure for OB-GYN Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-ob-gyn-practice-manager-with-epic/) — AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting p - [No-Show Reduction & Recall for OB-GYN Practice Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-ob-gyn-practice-manager-with-epic/) — AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings fro - [Chart Closure & Encounter Documentation for OB-GYN Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-ob-gyn-practice-manager-with-epic/) — AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off — - [Coding & CDI Quality Check for OB-GYN Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-ob-gyn-practice-manager-with-epic/) — AI reviews every encounter in Epic, flags missing specificity, suggests the supported code, and queues physician queries — revenue per encou - [Insurance Eligibility Verification for OB-GYN Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-ob-gyn-practice-manager-with-epic/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ - [Patient Balance Collections for OB-GYN Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-ob-gyn-practice-manager-with-epic/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from Epic, and handles the digital payment flow — - [Rx Refill Request Processing for OB-GYN Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-ob-gyn-practice-manager-with-epic/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c - [Patient Experience Feedback Loop for Neurology Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-neurology-practice-manager-with-epic/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality - [Daily Denial Worklist Triage for Neurology Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-neurology-practice-manager-with-epic/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do - [Controlled Substance & PDMP Compliance for Neurology Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-neurology-practice-manager-with-epic/) — AI runs PDMP checks on every controlled-substance order, documents the check in Epic, flags concerning patterns, and generates compliance re - [Infusion Chair & Drug Scheduling for Neurology Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-neurology-practice-manager-with-epic/) — AI schedules infusions against chair capacity in Epic, verifies drug stock and PA, and rebalances when patients reschedule — chair utilizati - [Prior Authorization Submission for Neurology Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-neurology-practice-manager-with-epic/) — AI checks payer-specific PA requirements, pulls the chart from Epic, submits the PA with clinical justification, and tracks status — turnaro - [Claim Denial Appeal for Neurology Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-neurology-practice-manager-with-epic/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks - [New Patient Intake & Chart Prep for Neurology Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-neurology-practice-manager-with-epic/) — AI sends the intake packet via Epic, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and pre-popul - [Referral Management & Loop Closure for Neurology Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-neurology-practice-manager-with-epic/) — AI triages incoming referrals by acuity, schedules them into open slots in Epic, and chases outgoing referral loop closure with consulting p - [Provider Credentialing & Payer Enrollment for Urology Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-urology-practice-manager-with-epic/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t - [Patient Experience Feedback Loop for Urology Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-urology-practice-manager-with-epic/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality - [Daily Denial Worklist Triage for Urology Practice Managers](https://calish.com/workflows/with/daily-denial-worklist-triage-for-urology-practice-manager-with-epic/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do - [Controlled Substance & PDMP Compliance for Urology Practice Managers](https://calish.com/workflows/with/controlled-substance-and-pdmp-compliance-for-urology-practice-manager-with-epic/) — AI runs PDMP checks on every controlled-substance order, documents the check in athenahealth, flags concerning patterns, and generates compl - [Infusion Chair & Drug Scheduling for Urology Practice Managers](https://calish.com/workflows/with/infusion-chair-and-drug-scheduling-for-urology-practice-manager-with-epic/) — AI schedules infusions against chair capacity in athenahealth, verifies drug stock and PA, and rebalances when patients reschedule — chair u - [Prior Authorization Submission for Urology Practice Managers](https://calish.com/workflows/with/prior-authorization-submission-for-urology-practice-manager-with-epic/) — AI checks payer-specific PA requirements, pulls the chart from athenahealth, submits the PA with clinical justification, and tracks status — - [Claim Denial Appeal for Urology Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-urology-practice-manager-with-epic/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks - [New Patient Intake & Chart Prep for Urology Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-urology-practice-manager-with-epic/) — AI sends the intake packet via athenahealth, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and p - [Rx Refill Request Processing for ENT Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-ent-practice-manager-with-epic/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c - [Lab Result Triage & Follow-up for ENT Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-ent-practice-manager-with-epic/) — AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up - [HEDIS / Quality Measure Tracking for ENT Practice Managers](https://calish.com/workflows/with/hedis-quality-measure-tracking-for-ent-practice-manager-with-epic/) — AI tracks every measure gap in real time from athenahealth, schedules outreach for overdue patients, and reports attainment monthly — practi - [Surgical Case Scheduling for ENT Practice Managers](https://calish.com/workflows/with/surgical-case-scheduling-for-ent-practice-manager-with-epic/) — AI orchestrates the booking across athenahealth and facility systems, verifies insurance, confirms PA, and secures equipment — time-to-surge - [Patient Recall & Gap Closure for ENT Practice Managers](https://calish.com/workflows/with/patient-recall-and-gap-closure-for-ent-practice-manager-with-epic/) — AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rat - [Telehealth Visit Follow-up for ENT Practice Managers](https://calish.com/workflows/with/telehealth-visit-follow-up-for-ent-practice-manager-with-epic/) — AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in athenahealth, and schedules the next visit - [Provider Credentialing & Payer Enrollment for ENT Practice Managers](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-ent-practice-manager-with-epic/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t - [Patient Experience Feedback Loop for ENT Practice Managers](https://calish.com/workflows/with/patient-experience-feedback-loop-for-ent-practice-manager-with-epic/) — AI sends post-visit surveys, flags detractors for same-day outreach, and routes promoters to review sites — reputation and clinical quality - [Claim Denial Appeal for Gastroenterology Practice Managers](https://calish.com/workflows/with/claim-denial-appeal-for-gastroenterology-practice-manager-with-epic/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks - [New Patient Intake & Chart Prep for Gastroenterology Practice Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-gastroenterology-practice-manager-with-epic/) — AI sends the intake packet via gMed gGastro, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, and p - [Referral Management & Loop Closure for Gastroenterology Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-gastroenterology-practice-manager-with-epic/) — AI triages incoming referrals by acuity, schedules them into open slots in gMed gGastro, and chases outgoing referral loop closure with cons - [Coding & CDI Quality Check for Gastroenterology Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-gastroenterology-practice-manager-with-epic/) — AI reviews every encounter in gMed gGastro, flags missing specificity, suggests the supported code, and queues physician queries — revenue p - [Insurance Eligibility Verification for Gastroenterology Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-gastroenterology-practice-manager-with-epic/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ - [Referral Management & Loop Closure for Pain Management Practice Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-pain-management-practice-manager-with-epic/) — AI triages incoming referrals by acuity, schedules them into open slots in athenahealth, and chases outgoing referral loop closure with cons - [No-Show Reduction & Recall for Pain Management Practice Managers](https://calish.com/workflows/with/no-show-reduction-and-recall-for-pain-management-practice-manager-with-epic/) — AI sends personalized, channel-optimized reminders (SMS/email/voice) per patient preference, offers reschedule slots, and fills openings fro - [Chart Closure & Encounter Documentation for Pain Management Practice Managers](https://calish.com/workflows/with/chart-closure-and-encounter-documentation-for-pain-management-practice-manager-with-epic/) — AI drafts the encounter note from the visit audio and prior chart, populates orders and billing codes, and queues it for provider sign-off — - [Coding & CDI Quality Check for Pain Management Practice Managers](https://calish.com/workflows/with/coding-and-cdi-quality-check-for-pain-management-practice-manager-with-epic/) — AI reviews every encounter in athenahealth, flags missing specificity, suggests the supported code, and queues physician queries — revenue p - [Insurance Eligibility Verification for Pain Management Practice Managers](https://calish.com/workflows/with/insurance-eligibility-verification-for-pain-management-practice-manager-with-epic/) — AI runs eligibility 72 hours before every appointment, flags inactive or changed coverage, and triggers patient outreach for new info — writ - [Patient Balance Collections for Pain Management Practice Managers](https://calish.com/workflows/with/patient-balance-collections-for-pain-management-practice-manager-with-epic/) — AI segments patient balances by likelihood-to-pay, drafts personalized payment-plan offers from athenahealth, and handles the digital paymen - [Rx Refill Request Processing for Pain Management Practice Managers](https://calish.com/workflows/with/rx-refill-request-processing-for-pain-management-practice-manager-with-epic/) — AI classifies each refill request against protocol, auto-approves routine refills with provider sign-off, and escalates anything requiring c - [Lab Result Triage & Follow-up for Pain Management Practice Managers](https://calish.com/workflows/with/lab-result-triage-and-follow-up-for-pain-management-practice-manager-with-epic/) — AI triages each result against the ordering context, queues abnormals for provider review, drafts patient communication, and books follow-up - [Claim Denial Appeal for Medical Coding Managers](https://calish.com/workflows/with/claim-denial-appeal-for-medical-coding-manager-with-epic/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks - [New Patient Intake & Chart Prep for Medical Coding Managers](https://calish.com/workflows/with/new-patient-intake-and-chart-prep-for-medical-coding-manager-with-epic/) — AI sends the intake packet via 3M 360 Encompass, ingests responses, requests records from prior providers via HIE/fax, verifies insurance, a - [Referral Management & Loop Closure for Medical Coding Managers](https://calish.com/workflows/with/referral-management-and-loop-closure-for-medical-coding-manager-with-epic/) — AI triages incoming referrals by acuity, schedules them into open slots in 3M 360 Encompass, and chases outgoing referral loop closure with - [Telehealth Visit Follow-up for Prior Authorization Specialists](https://calish.com/workflows/with/telehealth-visit-follow-up-for-prior-authorization-specialist-with-epic/) — AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in CoverMyMeds, and schedules the next visit - [Provider Credentialing & Payer Enrollment for Prior Authorization Specialists](https://calish.com/workflows/with/provider-credentialing-and-payer-enrollment-for-prior-authorization-specialist-with-epic/) — AI assembles the CAQH profile, submits payer applications, tracks each status, and escalates stalls — time-to-enrolled drops from 120 days t - [Daily Denial Worklist Triage for Prior Authorization Specialists](https://calish.com/workflows/with/daily-denial-worklist-triage-for-prior-authorization-specialist-with-epic/) — AI triages each denial by root cause, recovery likelihood, and appeal deadline — the team works the right denials first and the aged ones do - [Claim Denial Appeal for Prior Authorization Specialists](https://calish.com/workflows/with/claim-denial-appeal-for-prior-authorization-specialist-with-epic/) — AI classifies denials by reason code, drafts the appeal letter with chart-cited clinical support, resubmits with corrected info, and tracks --- Book a free 30-minute consultation: https://calish.com/contact