Patient Recall & Gap Closure for Orthopedic Practice Managers with Epic
The Problem
Overdue patients for Orthopedics follow-ups and preventive care fall off Epic work lists — and each lost patient is a lifetime-value problem, not just a missed visit.
What We Build in Epic
AI identifies overdue patients, sends personalized multi-channel recall, fills open slots from the recall pool, and reports reactivation rate — panel retention climbs measurably. Purpose-built for teams running Epic — uses the native API or agent integration so nothing leaves the system of record.
Epic Integration Approach
Audit your Epic configuration
We map the specific Epic objects, custom fields, and workflows the automation needs to touch for your orthopedics practice.
Build on the Epic API or agent
Integration happens inside Epic — no data leaves the system, no parallel tool for your team to learn, no license changes.
Human-in-the-loop handoff
Every automation routes exceptions back to a human in Epic with enough context to act — AI handles the 80%, your team owns the judgment calls.
See this running in your Epic instance
30-minute call. We'll look at your actual Epic setup and show exactly how this workflow fits.