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Epic Cheers consulting

If you run Epic, your CRM may already be built into it. Our Epic Cheers consulting work turns native tools into patient acquisition and retention.

// The challenge

A CRM you already own, unused

Many Epic organizations buy a separate CRM while Epic Cheers sits idle, adding cost, another integration and a fractured view.

  • Paying for a bolt-on CRM
  • Cheers are underbuilt and underused
  • Outreach data split from the EHR

// Our approach

Make Cheers earn its keep

We build and optimize Epic Cheers so patient outreach, marketing and service live natively in Epic, with no extra platform.

  • Cheers build and configuration
  • Outreach and campaign workflows
  • Reporting and adoption enablement

// Why Pivot Point Consulting

The uncommonly agile difference

If you run Epic, a capable healthcare CRM may be sitting unused inside it. Our Epic Cheers work builds the module so patient acquisition, marketing and service run natively in Epic, on data you already own, not a bolt-on platform.

The Epic Cheers vs Salesforce question is about fit. When your workflows and data already live in Epic, Epic Cheers CRM eliminates the need for a costly integration. Our consultants build the campaigns that make Epic CRM a real acquisition engine.

// Success story

Results that speak for themselves

Real outcomes from our Epic Cheers clients.

Read more success stories
Medical center
ERP chosen in ~4 monthsunder budget

Success story · ERP selection & RFP

A new ERP system selected in ~4 months flat

We fast-tracked the RFP and evaluation for a Pacific Northwest medical center, landing a new ERP, including supply chain, under budget.

// What we cover

Build, activate, and then measure

Cheers build

Our certified Epic consultants configure Epic Cheers to your service lines and access model, standing up the segments, templates and governance the module needs. Because it lives inside Epic, Cheers draws on data you already own, so there is no new platform to license or reconcile.

  • Cheers configuration and setup
  • Segment and template design
  • Governance and security
  • No extra platform to license
Collaborating with Pivot Point on a custom service let us regain control of our environment.
Patrick Woodard
CMIO · Renown
// FAQs

Epic Cheers FAQs

Our most frequently asked Epic cheers questions, answered.

Have any questions?

Epic Cheers is Epic's native CRM, supporting patient acquisition, marketing and customer service directly inside Epic, using the clinical and scheduling data you already have.

Work with us

Ready to put Cheers to work?

Let’s get started