Reclaimly + Epic
You run on Epic. Reclaimly connects to your Epic environment and works every patient balance — visit to payment — so your practice collects more without changing how your billing team works.
AI patient billing is software that connects to Epic and uses AI agents to understand every patient balance and do the work of collecting it — explaining charges, following up across text, email, and AI phone calls, from visit to payment. It augments Epic billing; it doesn’t replace it. HIPAA-compliant, with a BAA.
The Epic integration
Reclaimly + Epic, working as one system
Reclaimly connects to Epic, syncs every open patient balance, and works each one from visit to payment — then writes the result back. Your team watches it all happen inside Epic.
Open patient balances
- Patient balanceOpenPaid
- Patient balanceOpen
- Patient balanceOpen
Working this balance
Reading the balance — visit, insurance, and what’s owed.
Explaining the charge to the patient in plain language.
Following up across text, email, and a billing call.
Paid in full — status synced back to Epic.
What syncs
Everything Epic billing needs, straight from Epic
The Epic integration keeps both systems in step. Balance data flows to Reclaimly so it understands what each patient owes and why; payments and status flow back to Epic so it stays your source of truth — no portal, no manual uploads.
Patients & visits
Demographics, contact details, and visit history sync from Epic, so every patient balance carries the full context Reclaimly needs.
Charges & insurance
Charges, adjustments, and what insurance paid come straight from Epic — Reclaimly reads exactly what the patient owes and why.
Patient responsibility
The moment a balance becomes the patient’s responsibility in Epic, it flows to Reclaimly to be explained and followed up on.
Payments & status, written back
Payments, plans, and resolution status post back to Epic, so your billing team sees the result without leaving Epic.
Setup
We set up and run the Epic integration
Your team doesn’t configure anything or take on extra work. Reclaimly handles the connection, the mapping, and the ongoing run — most practices go live in under two weeks.
- 01
We connect to Epic
We establish a secure connection to your Epic environment and verify the data flows end-to-end — no portal to install, no manual uploads.
- 02
We map your rules
Onboarding aligns Reclaimly to your Epic billing rules, statement policies, and escalation paths, so it follows up exactly how you would.
- 03
You go live
Balances start syncing and Reclaimly works them in the background — most Epic practices are live in under two weeks.
Augment, not replace
Your team keeps working in Epic
Reclaimly doesn’t ask anyone to switch systems or learn a new tool. It works the patient balances in the background and keeps Epic up to date — so the only thing your team notices is more of those balances getting paid.
- Your billing team keeps working in Epic exactly as they do today — same posting, same reports, same screens.
- Your billing team stops chasing routine balances and spends their time on the complex cases only a person can resolve.
- Reclaimly runs alongside Epic, not on top of it. There is no new system for staff to learn.
- Every payment, plan, and status writes back to Epic, so it stays your single source of truth.
- You set the rules; Reclaimly handles patient billing follow-up and flags the exceptions for your team.
Security & compliance
A connection built for healthcare data
Reclaimly meets the bar any practice running Epic is held to: encrypted connections, least-privilege access scoped to billing data, a signed BAA, and a full, reviewable audit trail of every action.
HIPAA-compliant, with a BAA
Reclaimly operates under a signed Business Associate Agreement with every provider it works with.
Encrypted in transit and at rest
Patient and billing data moving between your EHR and Reclaimly is encrypted end-to-end.
A full, reviewable audit trail
Every message, call, and action is logged — your team can review exactly what happened and why.
Least-privilege by design
Reclaimly reads only the billing data it needs, and never uses your patients’ data to train shared models.
By the numbers
More collected through Epic, with the routine follow-up off your plate
Across practices running Reclaimly on their EHR — figures shown as corridors across practices, not guarantees.
+20–100%
more collected from patients
depending on specialty and current RCM practices
< 2 weeks
average time to collect
down from roughly 40 days of manual follow-up
97%+
of patient cases handled without a human
your team steps in only for disputes and edge cases
The two-sided win: practices collect more from patient balances while their billing team trades routine follow-up for the complex cases — without adding headcount, and without changing Epic.
FAQ
Reclaimly + Epic — FAQ
Yes. Reclaimly connects directly to Epic and works with the setup you already run — no portal to install and no manual uploads. Once connected, it works your patient balances from visit to payment.
No — it augments it. Epic stays where your team works charges, posts payments, and runs reports. Reclaimly sits alongside it and does the patient-balance follow-up: explaining charges, following up across text, email, and AI phone calls, and writing results back to Epic. Your billing team stops chasing routine balances and spends its time on the complex cases only a person can resolve.
No. Your team keeps working in Epic exactly as they do today — same posting, same reports, same screens. Reclaimly runs alongside Epic, handles patient billing follow-up in the background, and writes payments and status back, so Epic stays your source of truth.
We do — end-to-end. Reclaimly establishes the connection to Epic, maps your billing rules and escalation paths during onboarding, and runs it from there. There's nothing for your team to configure and no extra staff to bring on. Most practices are live in under two weeks.
Almost none. There's no software to host, no servers to stand up, and no portal to maintain — Reclaimly runs the connection on our side. Your IT or Epic admin helps approve a secure, least-privilege connection during onboarding; from there we handle the integration and keep it running.
Only the billing data it needs to work a balance: patient and visit details, charges, insurance adjustments, patient responsibility, and payment status. Access is scoped to least privilege, encrypted in transit and at rest, and your patients' data is never used to train shared models.
Yes. Reclaimly is HIPAA-compliant and operates under a signed Business Associate Agreement (BAA). The Epic connection is encrypted end-to-end, and every message, call, and action is logged in a reviewable audit trail.
Most practices go live in under two weeks. Because we run the setup, there's no long implementation — once the Epic connection is verified and your rules are mapped, balances start syncing and Reclaimly begins following up right away.
See how Reclaimly works your Epic balances — on your own workflow
Book a walkthrough using your own Epic workflow — we set up and run the integration, so your team never changes how it works.
Collect more from patients
+20–100% more collected
Free up your billing team
97%+ of patient cases handled without a human
HIPAA-compliant · operates under a BAA · works with Epic