Custom Reports: How Epic Customers Optimize Their Workflows with Relatient

Epic is a powerhouse EHR system used across acute, ambulatory, and long-term care organizations. It’s loved by health systems for its interoperability between acute and ambulatory care sites. Among Epic’s thousands of users, it is either live or in the process of going live in all 20 of the top-ranked hospitals by Becker’s Hospital Review.

While Epic customers find the EHR to be robust and capable to solve many of their inefficiencies, medical practices are finding efficiency and ROI they didn’t unlock until they coupled the system with Relatient’s patient engagement platform.

Custom Reporting Saves Time and Resources

Relatient uses real-time scheduling data from Epic to trigger timely messages to patients using a combination of text, email, and voice. The combination of these communication modalities has proven to be the best practice for reaching maximum engagement and producing unprecedented patient no-show rates. The integration between Epic and Relatient fuels custom reporting, and medical groups are using this reporting to optimize their workflows and save time and money.

The bidirectional communication between the two systems allows for patient statuses to be written back into Epic. If a patient confirms, cancels, or requests to reschedule, Relatient sends the status into the DAR (Department Appointments Report)—Epic users can see this in the status column of the scheduling desktop. In other words, physicians and staff can see at-a-glance which appointments were confirmed and which were not—without requiring manual data entry between the two systems.

Let’s take a look at three views that Epic practices use often and find most helpful.

Appointment Info Window

This expanded information reveals the details of the patient’s appointment, the confirmation message, and their response.

Appointment Confirmation Worklist (Cadence Report)

This report has compiled a list of unconfirmed appointments, though the statuses may vary this report offers a concise list of patients who may need further attention.

Custom Reporting Workbench (Built in Epic)

This report narrows the previous list and offers only patients who have requested to reschedule their appointment from the automated appointment reminder. A list like this saves staff the time it would have taken them to sort through patient records and identify patients looking to reschedule.

That’s Not All.

The Relatient/Epic integration isn’t limited to appointment reminders; Epic users can take advantage of a full suite of patient-centered engagement solutions, including surveys, demand messaging, health campaigns, recalls, and patient self-scheduling & automated waitlist.  

Epic has long been one of the leading electronic health records and is the number one EHR vendor among physician practices, connecting a patient’s journey throughout the entirety of the continuum of care. This kind of interoperability improves patient access and creates a cohesive patient experience as they travel the system. Matching this kind of comprehensive record with intuitive patient communication rounds out the patient experience so they can interact with their providers and stay informed with the ease of text, email, or voice. No usernames, no passwords. The combination of these two technologies gives health systems an edge in the marketplace and offers their staff unprecedented efficiency.