Referral Management & Loop Closure for Prior Authorization Specialists with Epic
Run referral management & loop closure on autopilot inside Epic.
The Problem
Incoming Utilization Management referrals sit in fax queues and CoverMyMeds 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 CoverMyMeds, 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 utilization management 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.
Frequently asked
Does this referral management & loop closure automation work natively in Epic?+
Yes — we build directly on Epic's API or agent integration. Your data stays in Epic, your prior authorization specialists keep the same login and UI, and there's no parallel system for the team to learn.
What Epic configuration do we need before deployment?+
We work with your existing Epic setup. During discovery we map the specific objects, custom fields, and workflows the automation touches — no rip-and-replace required for utilization management teams.
Can Epic handle referral management & loop closure on its own?+
Epic handles configuration; AI handles judgment. Native Epic workflows route deterministic tasks; our automation layer adds the AI judgment Epic doesn't ship out of the box — document classification, exception triage, drafting.
Is Epic the right tool for referral management & loop closure for prior authorization specialists?+
Epic is widely used among utilization management teams precisely because of its data model around referral management & loop closure. We've deployed this workflow on Epic for similar firms and the integration is well-trodden.
What's the typical ROI of referral management & loop closure automation in Epic?+
For utilization management firms running Epic, automation typically pays back inside the first quarter — measured against the loaded cost of the prior authorization specialist hours absorbed. Higher volumes deploy faster.
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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.