Here’s how 1800 Notify's automated calling solution integrates with your Epic workflow:
Step 1: A Daily Calling List is Sent Automatically
During the initial setup, your report writing and data transfer team create a simple report to pull the correct guarantors that will be sent automatically to 1800 Notify. Once running, your automation pulls data from Epic Systems sends the list of patients who should receive billing reminder calls.
Step 2: Automated Calls Run During Business Hours
1800 Notify schedules and runs reminder calls during normal business hours. Patients can transfer back to your billing team if needed, and we pace calls so your team won’t be overwhelmed by sudden surges.
Sensitive to Patients: 1800 Notify also is careful to de-duplicate (or ensure) that not single household (phone number) is called more than one time in a single day about multiple balances that might exist in the same file.
Sensitive to Your Staff: 1800 Notify also tunes the speed of the calls to ensure that not too many patients might transfer back to talk to your staff at any one time.
Step 3: Optional Phone Payment IVR
Patients can choose to pay during the call using 1800 Notify’s secure phone payment system, giving them immediate resolution. The patient can get "instant gratification" they have taken care of paying their balance due.
Step 4: Results Logged Back into Epic
At the end of each day, 1800 Notify returns a Guarantor Note report with detailed call results:
- Date Time of Call
- Phone Number Called
-
Status of Call:
- Answered calls
- Transfer to Customer Service
- Voicemails
- Transfer to Payment IVR
- Invalid numbers
- Busy or No Answer (Tried 4 times over 45 minutes but no person or voicemail answered).
This provides full transparency and tracking in your Epic System guarantor notes for all to see, including the providers at each practice office to prove that your team has done the required phone follow up to collect important patient balances.
One Client's Strategy: Call After Statement #3 and Call After Statement #4
This client triggers billing reminder calls the day after Epic sends Statement #3 (SPFU_3) and Statement #4 (SPFU_4). This ensures timely outreach right before the account is flagged for collections or bad debt.
Links to related articles:
Learn More: Overview
Learn More: Key Benefits
Epic Systems and Hello World are registered trademarks of Epic Systems, Inc.
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