Integrations / Epic
Epic AI phone agents that handle scheduling and routing calls
The agent answers scheduling and routing calls and reads slots from a service your health system runs, so Epic access stays with that service.
Scheduling and routing agent
Offers open slots and routes callers by department.
Instructions
Identify the department the caller needs and offer two open slots from the schedule tool. When the caller picks one, transfer to that department's line to book it. For results, referrals or symptoms, transfer to the matching department line.
- Handoff
- Department lines
Connected tools
- Get open slotsWebhook
- Transfer to departmentTransfer
What a Epic AI voice agent can do
Open one to watch a call. The grey lines are the tools the agent calls mid-sentence.
The agent asks your service for open slots by department and visit type, and offers the caller two of them to choose from.
Calls about referrals, test results and clinical questions transfer to the matching department's number, not the main line.
Asked about a specialty, the agent reads its next open slot from your service. Epic credentials stay in that service, never with the agent.
Tool definitions
Webhook tools go to POST /v1/agents/tools. Transfers are a system tool on the agent. Replace the placeholder values in capitals with your own.
Get open slots
Returns open slots for a department and visit type.
Show the JSON definition
Transfer to department
Cold transfer to the matching department's number.
Show the JSON definition
Set it up
No native connector. Epic access is granted by the health system, so the agent calls a service your team runs and that service uses the access Epic gave you. Vendor details read in October 2026.
Ask your Epic team what is approved
Your health system decides which apps get which access. Start with read-only slot lookups.
Run the service
It authenticates to Epic as approved and returns minimal slot data.
Add the tools
Configure the webhook and the department transfers.
Pilot on one department
Launch on a single line, review calls, then widen.
Before you build
Approval comes first
Epic access is granted by the health system, and Cartesia cannot grant it. Start the approval while you build the rest.
Read-only is a good first release
Reading open slots needs less Epic access than writing appointments, and the department still books the visit after the transfer.
Use cases for teams on Epic
More integrations
Enterprise-grade security
HIPAA compliant

SOC 2 Type 2

GDPR
Epic AI voice agent FAQs
Can an AI voice agent schedule appointments in Epic?
Yes, with access your health system approves. Epic access is granted by the health system, so a Cartesia agent calls a service your team runs, and that service reads open slots with the access Epic gave you. Cartesia has no Epic access of its own and cannot grant it. There is no native connector.
Can the voice agent book directly into Epic?
Only if your health system approves write access. The agent on this page offers two open slots and transfers the caller to that department to book. Reading slots needs less access than writing appointments, so it makes a smaller first request to your Epic team.
Is an Epic voice agent HIPAA compliant?
It can be, if every vendor that touches patient data has a business associate agreement. Cartesia offers BAAs on its Enterprise plan. Epic credentials stay in your service, and the agent only holds a token for it, so it never touches Epic directly. The healthcare guide lists what to check.
Which calls should go to staff instead of the agent?
How should a health system pilot an Epic voice agent?
Start the Epic approval first and build the rest while it runs. Run the service, add the slot tool and department transfers, and launch on one department's line. Review those calls before you widen it.
What does an Epic voice agent cost to run?
Agents run at $0.03/min, plus LLM usage and telephony. Epic access and the service in front of it are on your health system's side, so Cartesia doesn't bill for them.
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