Understand the environment
Review your Epic environment, how referrals arrive, and the people responsible for implementation.
For organizations using Epic
Referral and lead management for teams using Epic.
Practice Align plans to connect referral and patient-inquiry follow-through with Client Hub, giving teams a clearer way to manage ownership, contact attempts, and the next administrative step.
Practice AlignPlanned connectionIllustration
EpicYour existing environment
SUPPORTED REFERRALSScope confirmed before activation
Client HubAdministrative follow-through
Coming Fall 2026 · Not generally available
Availability
Coming Fall 2026
Planned for Fall 2026. The Epic connection is not generally available yet. Supported scope and availability will be confirmed as validation progresses.
Discuss your organization’s workflow and the handoffs you want to improve.
Referral and lead follow-through
Keep the work around each referral in view.
A referral can involve several people before the patient reaches the right next step. Teams need to know who is responsible, what contact has happened, and where attention is needed.
Our planned Epic connection focuses on that administrative work alongside your existing clinical systems.
OwnerContextNext step
What the planned experience centers on
- Ownership: responsibility for the next step
- Context: supported referral and inquiry information
- Follow-through: contact attempts, notes, and next actions
- Review: handoffs that need your team’s attention
Before a connection is confirmed01 02 03
A fit for your organization’s workflow.
Confirm access and scope
Establish the supported data, permissions, setup requirements, and workflow limits with your organization.
Validate the handoff
Confirm how supported information reaches Client Hub and how staff will manage the next administrative action.
These describe the planned approach. Connection availability and supported capabilities still require validation.
Software and human guidance
A clearer process, with your people in charge.
Ben guides priorities, strategy, tradeoffs, and relationships. We work with the team to understand where information becomes difficult to follow and which changes would help.
Client Hub focuses on administrative inquiry and referral follow-through. Clinical care and scheduling decisions stay with your organization.
Help shape the first release
Bring us the handoff you want to improve.
- Where do referrals and patient inquiries arrive?
- Who takes responsibility for the next step?
- Where do staff lose context or repeat work?
- What do practice leaders need to review?
Software access and any additional setup or growth services will be scoped separately.
Questions about the Epic launch
When is the connection planned?
Coming Fall 2026 is the planned launch window. An exact release date has not been announced. We will confirm supported scope and availability as validation progresses.
Can we install it today?
The Epic connection is not generally available yet. Contact Practice Align to discuss your requirements and interest in the planned launch.
Will it connect automatically to every Epic organization?
No. Each participating organization’s access, data, workflow, and setup requirements need to be assessed before a connection can be confirmed.
Does this replace our clinical system?
No. The planned focus is referral and patient-inquiry follow-through in Client Hub, alongside your existing clinical workflow.
Coming Fall 2026
Tell us what your Epic team needs next.
Start with your referral process and the handoff you want to improve. Please share business and workflow details, without patient records.
Discuss the Epic launch