EPIC INTEGRATION

Epic is the brain. Luma is the muscle.

You've invested millions in Epic–let's make it work for you and your patients. We help you:

  • Prevent costly readmissions with automated outreach

  • Clear your Epic work queues

  • Convert unscheduled tickets into revenue and patient care

  • Resolve aged referrals and stuck orders

  • Deflect inbound call volume with automated workflows

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Virtua Health

Virtua Health uses Luma + Epic to reduce staffing costs through patient self-scheduling, drive preventive care outreach for earlier detection, and boost MyChart usage.

Epic is your system of record.
Luma powers everything around it.

Too many faxes
Abandoned open referrals
Inconsistent patient comms
Increased hold times
Reduced manual work
Automated patient calls
Handled calls
Automated procedure prep

Fax automation

Referral management

Voice AI agent

Workflow builder

Common Challenges

  • ❌ Too many faxes
  • ❌ Abandoned open referrals
  • ❌ Inconsistent patient comms
  • ❌ Increased hold times
↓

Fax automation

Referral management

Voice AI agent

Workflow builder

↓

Key Outcomes

  • ✅ Reduced manual work
  • ✅ Automated patient calls
  • ✅ Handled calls
  • ✅ Automated procedure prep

Built to extend Epic, not replace it

Configurable workflows and deep integration with In Basket, Media Manager,
order entry, and more

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Navigator

Navigator handles appointment questions, reminders, and follow-up,
with writeback into Epic.

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Fax Transform

Fax Transform turns inbound documents into clean, trackable workflows.

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Workflow Library & Builder

Workflow Library & Builder let you launch high-value automations without IT bottlenecks.

“
We were looking for efficiency – and we found it with [Luma’s] Navigator.
It sounds and acts like a human, and it’s so helpful. Navigator took manual work off our plates and significantly decreased our call volume.”
Michelle Winfield-Hanrahan, RN, BSN, MHA, MSN Chief Clinical Access Officer & Associate Vice Chancellor of Access
“
We grow every year, because we need to meet each person’s needs for care as the Charlotte area grows.
Luma helps us reach those patients and get them in the door.”
Olena Scarboro Director of Marketing and Physician Recruiting
“
We see Luma's platform as a core operating system to enable Kelsey-Seybold to achieve our key strategic objectives.
The speed of execution and innovation of new capabilities is what we look for in a strategic partner.”
Greg Hyzak CIO
Kelsey-Seybold-Clinic
“
Luma is a robust, customizable system, allowing us to configure our workflows so that patients are prepped long before they even walk in our doors.”
DeEtte Hill Practice Administrator

Trusted by 1,100+ healthcare organizations

Luma fills in the workflow gaps Epic leaves behind, without adding IT burden or complexity.

UF Health UAMS (2) Virtua Health Kelsey Seybold Clinic (1) Franciscan Health CEENTA UW Medicine Contra Costa Health Services University of Vermont Health Network Health Partners Evergreen Health

See it in action

How Fax Transform reduces manual workflows

How Fax Transform enhances visibility & tracking

How Fax Transform solves fragmented integrations

No hype, just fast results at

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1,783

hours of staff time

reclaimed

21,400

calls

automated

82%

of callers

successfully verified as current patients

6,679

cancellations

without staff intervention

Meet us in person

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Luma + Epic Executive Summit

Charleston, SC

Watch the highlights >

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Chime Fall Forum

Nov 10-13, San Antonio, TX

Register >

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HLTH USA 2025

Oct 19-22, Las Vegas, NV

Register >

Solutions Epic organizations can’t live without

 

Fax Transform: Turn your clunkiest process into your cleanest workflow.

Fax Transform applies the power of Spark, Luma’s AI, to get faxes out of the queue and move care forward in a click.
  1. Collects all incoming faxes from your existing efax solution (i.e. RightFax) automatically.
  2. Extracts and classifies key data from each fax, identifying the type and intent.
  3. Accurately matches the document to the correct patient.
  4. Triggers downstream workflows based on document type and business logic.
  5. Automates actions like document upload to Media Manager, order management and creation, and sending notifications via In Basket.
     

Navigator: The AI that talks like a human and acts like your best scheduler.

Navigator is an AI agent that combines the best of voice and self-service to assist patients with their common needs while supporting staff to spend less time on routine tasks. For example, Navigator can:
  1. Outbound calls patients to complete clinical and operational workflows: like pre-procedural guidance, readmission followup, etc.
  2. Confirm upcoming appointments including timing and locations, and provide appointment time, location and provider name.
  3. Allow patients to reschedule their appointment and automatically process cancellations for patients.
  4. Handle the most common patient questions. 
  5. Answer any patient questions/concerns about certain appointment types or procedures.
  6. Write back refill information into patient profile in Epic.
     
 
 

Navigator: The AI that talks like a human and acts like your best scheduler.

Navigator is an AI agent that combines the best of voice and self-service to assist patients with their common needs while supporting staff to spend less time on routine tasks. For example, Navigator can:
  1. Outbound calls patients to complete clinical and operational workflows: like pre-procedural guidance, readmission followup, etc.
  2. Confirm upcoming appointments including timing and locations, and provide appointment time, location and provider name.
  3. Allow patients to reschedule their appointment and automatically process cancellations for patients.
  4. Handle the most common patient questions. 
  5. Answer any patient questions/concerns about certain appointment types or procedures.
  6. Write back refill information into patient profile in Epic.
     

Powerful workflows built in days, not quarters.

The real value isn’t in the tools, it’s in what you can launch:

Registration clean-up
Referral triage and rescheduling
Unscheduled ticket conversion
Order follow-up
Automated post-discharge follow-up
And hundreds more…
Browse our Workflow Library Build your own with Luma

Resource

See how Virtua Health uses Luma

  • $1M in staff costs saved with patient self-scheduling within first year of launch
  • 3,500+ Cologuard® tests completed within five months using automated preventive care outreach, catching nearly 300 positive results sooner
  • 56% more patients use Virtua’s waitlist since launching Luma
Read the case study >
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Additional Resources

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RESOURCE

Epic Integration

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WEBPAGE

Workflow Builder

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Schedule with Google Case Study

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BLOG

How Epic-Integrated Call Center AI Saves Staff Time

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RESOURCE

Vendor Comparison worksheet

Explore what’s possible with Luma

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