# Orvera Epic Integration for Records Requests

> Orvera AI agents connect to Epic for records requests. They check release-of-information status before every follow-up call and log each contact.

Source: https://orvera.ai/integrations/epic
Last modified: 2026-11-12T02:26:50Z

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Epic

# Orvera + Epic Integration

Orvera AI connects to Epic, so its agents can work records requests with the current status in hand. The agent checks release-of-information request status before every follow-up call. When something needs a person, it goes to your team with a full summary.

[All integrations](https://orvera.ai/integrations)

Epic

Orvera AI

How it fits

## Does Orvera integrate with Epic?

Yes. Orvera AI works with Epic and with the case and contact center tools you already run beside it. Release-of-information follow-ups waste time when each call starts from scratch. The agent checks the request status first, so it asks the facility about what's still open. The agent sticks to the steps your team approved, and we build and deploy the connection.

Built in

- HIPAA compliant
- SOC 2 Type II certified
- encrypted data transmission

What you get

## What does the Orvera and Epic integration do?

### Status before every call

The agent checks where the request stands before it dials. Each call asks about what's still missing.

### Questions in your order

Each follow-up runs on your team's script, from naming the request to getting a delivery date.

### Every contact logged

Who the agent spoke with, what they said and the date they promised all go back on the request after the call.

### HIPAA-compliant handling

Orvera AI is HIPAA compliant and SOC 2 Type II certified. Access is role-based, and data is encrypted in transit.

End to end

## How is the Orvera and Epic integration set up?

1. Step 01

    ### Interaction initiated

    A follow-up comes due on an open request, or a facility calls back about one.

2. Step 02

    ### Workflow execution

    The agent follows the steps your team approved for that type of request.

3. Step 03

    ### Context applied

    Before and during the call, it reads the request status and patient match details from Epic.

4. Step 04

    ### System updated

    The contact, the facility's answer and any promised date get logged back to the request.

5. Step 05

    ### Action triggered

    If a request needs a person, say a dispute or a missing authorization, it goes to your team with the full summary.

In practice

## Built for records follow-up at volume

### Request follow-up calls

The agent checks release-of-information request status before every follow-up call. Every call it makes shows up on the request.

### Handoff and escalation

Disputes and odd cases go to the person you chose, along with notes from every earlier call.

### Steady follow-up

Follow-ups go out on schedule on every open request. Your team keeps its time for the hard cases.

### Post-call updates

When the call ends, the request gets updated and the next follow-up goes on the calendar.

Capabilities

## What your team gets with Orvera and Epic

1. ### Outbound and inbound calls

    The agent makes the follow-up calls, and when a facility calls back, it picks that up too.

2. ### Agent Assist on live calls

    When a person takes the call, Orvera AI Agent Assist puts the Epic details and the next step on their screen.

3. ### Conversation summaries

    Each conversation gets a short summary your team can read in a few seconds.

4. ### AI Quality Management

    Every conversation gets scored against your quality checklist, whether the AI or a person handled it.

5. ### Reporting on every interaction

    Contact reasons, outcomes and handoffs sit in one report, so you can see what's behind your volume.

Epic

## What outcomes does the Epic integration deliver?

- Every follow-up starts from current status

- Your team spends its time on the exceptions

- Handoffs carry the whole history

- Follow-ups stay on schedule

- A full log of every custodian contact

Book a demo: https://orvera.ai/contact-us