Cheers
Plan targeted patient outreach using Epic's native engagement capabilities.
For organizations evaluating or preparing for Epic
Before you invest in Epic, build a strategy to maximize its value.
Epic is more than an electronic health record. It's a platform that can strengthen patient engagement, improve marketing performance, connect clinical and operational data, and deliver measurable business outcomes — if it's implemented with those goals in mind from the start.
Unlock Health helps healthcare organizations develop a strategy for using Epic's marketing, engagement, and analytics capabilities long before go-live, so they realize more value from day one.
Why Unlock
Planning for Epic starts before implementation.
Unlock Health is one of only three agencies approved by Epic to pursue certification across its marketing and data platforms.
Epic doesn't open this path to just any marketing agency. It's a designation reserved for organizations with the technical expertise and healthcare marketing experience to help clients maximize Epic's full potential.
Whether you're evaluating Epic, preparing for implementation, or planning your activation roadmap, we help ensure your investment supports measurable growth — not just clinical operations.
The opportunity
Epic can become a growth engine — not just an EHR.
Most organizations evaluate Epic based on clinical workflows, operational efficiency, and the patient record. Those are critical capabilities — but they're only part of the story.
Epic also includes powerful tools that can help healthcare organizations:
Improve patient engagement
Personalize communications
Increase MyChart adoption
Connect marketing activity to appointments and encounters
Measure marketing ROI using first-party data
Organizations that plan for these capabilities during implementation are positioned to realize greater value after go-live.
How Unlock helps
We help healthcare organizations prepare to activate Epic from day one.
Our team works alongside implementation teams and marketing leaders to develop an engagement strategy that supports both operational and business goals.
Develop a patient engagement roadmap before implementation
Define marketing and analytics requirements
Plan MyChart activation strategies
Prepare segmentation and reporting frameworks
Align marketing, access, digital, and clinical teams
Establish measurement and attribution strategies before launch
Epic capabilities you'll be ready to activate
Build the foundation before go-live.
Explore one-pagers for each capability in Planning your Epic journey.
MyChart
Develop a strategy that positions MyChart as more than a patient portal.
Hello World
Prepare coordinated patient communications across multiple channels.
Cogito & Caboodle
Design reporting, segmentation, and analytics frameworks before implementation begins.
What success looks like
Outcomes that extend beyond implementation.
Faster adoptionof Epic engagementcapabilities
Strongerpatientengagement
Better collaborationacross marketingand clinical teams
Improveddatavisibility
Earlier marketingattribution & long-termROI
Behind every data point
A patient. A family. A moment that matters.
Planning Epic the right way means designing for the people on the other side of the data — long before the first system goes live.
Resources
Planning your Epic journey.
Download implementation planning guides. Each guide explains how to incorporate these capabilities into your Epic strategy before implementation begins.
Cheers
Planning guide for incorporating Cheers into your Epic strategy before implementation.
MyChart: Digital Connection
Planning guide for incorporating MyChart: Digital Connection into your Epic strategy before implementation.
MyChart: Digital Pages
Planning guide for incorporating MyChart: Digital Pages into your Epic strategy before implementation.
Hello World
Planning guide for incorporating Hello World into your Epic strategy before implementation.
Cogito & Caboodle
Planning guide for incorporating Cogito & Caboodle into your Epic strategy before implementation.
Linksource
Planning guide for incorporating Linksource into your Epic strategy before implementation.
Provider Finder
Planning guide for incorporating Provider Finder into your Epic strategy before implementation.
Tapestry CRM
Planning guide for incorporating Tapestry CRM into your Epic strategy before implementation.
Planning for Epic?
Let's build a strategy that delivers value from day one.
Whether you're evaluating Epic or preparing for implementation, we'll help you identify where marketing, patient engagement, analytics, and clinical workflows intersect — so your Epic investment supports measurable growth from the beginning.
Further reading