Referral Management & Loop Closure for Medical Coding Managers with Epic
The Problem
Incoming CDI & Coding referrals sit in fax queues and 3M 360 Encompass work lists, and outgoing referrals die without loop closure — both cost the practice revenue and clinical quality.
What We Build in Epic
AI triages incoming referrals by acuity, schedules them into open slots in 3M 360 Encompass, and chases outgoing referral loop closure with consulting providers — no referral gets lost. 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 cdi & coding 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.