Epic
Clerk Chat Epic Integration
Combine Clerk Chat's versatile messaging capabilities with Epic's robust EHR system to enhance patient communication, streamline workflows, and improve healthcare outcomes effectively.

Unlock integration results
Elevate patient interactions
Leverage Clerk Chat Epic integration to send personalized SMS reminders and updates directly from Epic patient records, leading to increased appointment attendance rates and stronger patient adherence to treatment plans, ultimately fostering better health management.
Streamline operational workflows
With Clerk Chat Epic integration, automate routine communications like follow-up queries using AI-driven responses synced with Epic data, allowing healthcare teams to reduce administrative burdens and dedicate more time to direct patient care, boosting overall productivity.
Strengthen compliance measures
The Clerk Chat Epic integration ensures secure messaging channels that align with Epic's privacy protocols, minimizing data breach risks while enabling efficient information exchange, which supports regulatory adherence and builds trust in healthcare delivery processes.
Trusted by 1000+ brands on Microsoft Teams
From startups to the Fortune 500, Clerk Chat is the most compliant and intuitive way for your team to unlock conversational messaging.
Jeff Gelwix
President @ Sonic Drive-in
Clerk Chat is a beautifully built solution that is flexible, customizable, intuitive, and perfect for collaboration. We love the Clerk Chat platform, but what we love even more is how amazing and caring the team behind it is.
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Cruz M.
Professional Independent Marketer
As a marketing professional, I had trouble communicating with my contractors because we used Slack and Teams, but they weren't always online. I spent months looking for a tool to help me send text messages or WhatsApp messages to them so they could log in to Zoom and Google Meets. Plus, Clerk Chat also allows me text my clients that I have on HubSpot CRM.
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Katrina Bogany
President of Fab Finishes, Inc.
Clerk Chat is truly the missing piece of the puzzle with Teams! It makes Teams a complete communications solution, by adding the vitally important SMS texting functionality to the platform. In addition, Clerk Chat’s support is excellent.
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FAQ
Frequently asked questions
Find what you need quickly and clearly with our most frequently asked questions.
The Clerk Chat Epic integration connects your messaging platform seamlessly to Epic's electronic health records system through configured data mappings and shared access points. This setup allows clinicians to initiate SMS or MMS conversations directly from a patient's chart in Epic, pulling relevant details like appointment times or medication instructions automatically. For instance, a nurse can text a patient about lab results without switching applications, ensuring all interactions log back into Epic for complete documentation. This synergy reduces errors from manual entry and accelerates response times. In practice, teams configure the integration via user-friendly dashboards in both platforms, selecting specific Epic modules like MyChart for patient portal linkage. Once active, it supports real-time notifications, helping maintain continuity in care while providing analytics on message delivery and engagement metrics to refine communication strategies.
Clerk Chat's AI assistants automate conversations by analyzing Epic-derived patient data to generate context-aware responses, such as answering common queries on symptoms or scheduling. Integrated with Epic, the AI pulls from EHR entries to personalize interactions, like suggesting follow-up questions based on recent visits. This capability extends to voice AI for handling inbound calls, transcribing them into Epic notes for easy reference. Healthcare providers benefit from reduced workload on repetitive tasks, with AI managing up to 70% of routine inquiries, leading to measurable ROI through time savings. Practically, activate AI rules in Clerk Chat to trigger actions from Epic events, like sending automated wellness checks post-discharge. This not only improves patient satisfaction by offering 24/7 support but also enhances operational efficiency, allowing staff to focus on complex cases while tracking performance via integrated dashboards.
By enabling multichannel communication through Clerk Chat Epic integration, patients receive timely, convenient updates via preferred methods like WhatsApp or RCS, directly tied to their Epic profiles. This results in fewer missed appointments and quicker resolutions to concerns, as messages incorporate Epic's patient history for relevant content. Surveys show such integrations can raise satisfaction by 20-30% through proactive engagement, like automated feedback requests after visits. Operationally, it cuts no-show rates, improving revenue cycles. To implement, map patient contact preferences in Epic to Clerk Chat campaigns, ensuring compliant, opt-in based outreach. The outcome is a more responsive care experience, where patients feel valued, leading to higher loyalty and positive reviews, all while providing teams with tools to monitor and adjust based on engagement data for continuous improvement.
Begin by accessing Clerk Chat's integration settings and entering Epic credentials to establish a secure connection, typically completed in under an hour with guided prompts. Next, select Epic modules for synchronization, such as patient demographics or scheduling data, to enable features like auto-populated messages. Test the setup with sample interactions to verify data flow, ensuring messages appear in Epic activity logs. For teams, assign roles in Clerk Chat to control access, aligning with Epic's user permissions. This process enhances ROI by minimizing setup downtime and immediately enabling features like campaign broadcasts for vaccination reminders. Post-setup, utilize analytics from both platforms to measure impacts, such as reduced call volumes, and adjust configurations as needed. This practical approach solves common integration hurdles, delivering quick wins in communication efficiency.
Clerk Chat Epic integration supports SMS, MMS, WhatsApp, iMessage, RCS, and AI voice, allowing providers to choose channels based on patient preferences stored in Epic. For example, use MMS for sending images of care instructions or RCS for interactive elements like quick-reply buttons in appointment confirmations. This variety accommodates diverse demographics, improving accessibility and response rates. In operations, it integrates with Epic workflows to log all exchanges, ensuring a unified patient view. Providers see benefits in lowered costs from fewer phone calls—potentially saving 15-25% on support expenses—and higher engagement, as multichannel options increase open rates. Apply this by segmenting patients in Epic and routing through Clerk Chat, tracking outcomes to optimize channel usage for better ROI and streamlined care delivery.
The Clerk Chat Epic integration drives cost savings by automating communications that traditionally require staff time, such as manual follow-ups, potentially reducing operational expenses by 20-40% through AI handling of inquiries. Efficiency gains come from consolidated workflows, where Epic data informs Clerk Chat campaigns, eliminating redundant data entry and speeding up processes like referral coordination. Measurable outcomes include shorter patient wait times for responses and improved resource allocation, as teams handle more cases daily. To maximize this, monitor integrated analytics for metrics like message cost per interaction versus traditional methods. This leads to tangible ROI, with many organizations recouping integration costs within months via enhanced revenue from better appointment fulfillment. Focus on training staff to leverage these tools, ensuring the integration becomes a core part of efficient, patient-centered operations.