Telehealth Visit Follow-up for Prior Authorization Specialists with Epic
The Problem
Telehealth visits in Utilization Management practice end without clear next-step closure — orders, referrals, and med changes get lost between visit and chart close.
What We Build in Epic
AI drafts post-visit instructions from the encounter, sends them to the patient, places orders in CoverMyMeds, and schedules the next visit — the care plan actually happens. 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.
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.