AI phone coverage for surgical practices on Epic

What the Epic integration does

Epic shops usually have the opposite problem from small-EMR practices: the technology is deep, but every new interface is a project, a queue, and a committee. ClinicFlow was designed to add 24/7 AI phone coverage to an Epic practice without joining that queue. Calls are answered, appointments land on the live schedule, and clinical summaries route into the In Basket workflows your team already triages — while Epic remains the untouched system of record.

• Live scheduling: booking, rescheduling, cancellations, and confirmations executed against your Epic schedule with bidirectional FHIR/HL7 sync — chart updates land within seconds.
• In Basket-native summaries: every clinical call becomes a structured summary routed through your Epic messaging workflows — no side inbox, no portal for staff to check.
• Real-time eligibility: insurance verified while the patient is still on the line.
• MyChart-complementary: the portal keeps serving portal users; ClinicFlow catches the majority who still pick up the phone.

How a call becomes a Epic entry

1. The patient calls and ClinicFlow answers in under a second. Daytime overflow, lunch hour, 9 p.m. — the agent picks up either way, in any of 28 languages.
2. The agent works the request against your live Epic schedule. New appointments, reschedules, cancellations, and confirmations are executed directly — right surgeon, right visit type, global-period aware — with real-time eligibility checked while the caller is on the line.
3. Clinical calls become structured summaries in In Basket. Non-urgent clinical concerns are written up with the caller's details and routed to the appropriate team through your Epic messaging workflows, so nurses find them where they already work.
4. Urgent after-hours calls skip the queue. A concerning call triggers a text with a secure summary link to the on-call surgeon — and the record of it still lands in Epic.

Going live: days, not an IT project

ClinicFlow deploys by forwarding your phone numbers and configuring routing rules with your team — overflow-only, after-hours-only, or full 24/7 coverage. There is no interface build on the critical path, no rip-and-replace, and your staff keep working exactly where they already work. Practices typically start with after-hours or overflow coverage, watch the call summaries and bookings for a week, then widen coverage. Pricing is published: $0.20 per minute of coverage, no after-hours surcharge.

Built for the calls orthopedic practices actually get

Generic AI receptionists treat every call as a message to relay. ClinicFlow treats your phones as part of the clinical system, and that shows up in how bookings land in Epic:

• Global-period awareness — post-op callers book follow-ups, not new evaluations that deny later (see our global periods guide).
• Sub-specialty routing — knee complaints book with knee surgeons; spine with spine. The agent knows your providers' rules.
• Workers' comp intake — claim number, adjuster, employer captured on the first call, written into the chart.
• Injection-series cadence — series patients book on schedule, not into random slots.
• Surgeon-designed triage — the line between “message for the morning” and “text the on-call surgeon now” was drawn by ClinicFlow's founder, a practicing spine surgeon.

Epic without the enterprise price tag

Most voice AI vendors treat “Epic integration” as a reason for an enterprise contract. ClinicFlow's pricing is the same for every EMR: $0.20 per minute of coverage, published on the pricing page, roughly $3,000 per month for full 24/7 coverage at a 10-provider group. Compare that with what an answering service charges for message-taking alone in our cost breakdown.

Other EMRs: athenahealth · eClinicalWorks · ModMed · AdvancedMD · All integrations

Frequently asked questions