JSON twin: https://www.healthaidb.com/software/epic-patient-financial-experience.json
Epic Systems
https://www.epic.com/software/patient-financial-experience/
Epic Patient Financial Experience provides integrated patient-facing financial tools within Epic to deliver cost estimates, digital payments, payment plans, and personalized billing communications.
A suite within Epic that improves transparency and collection by delivering pre‑service estimates (including guaranteed estimates), enabling pre‑visit payment arrangements, digital payment methods, personalized payment options and financial assistance workflows, omnichannel billing communications (MyChart, email, SMS, mail), and consolidated balancing of hospital and professional charges.
yes
1979
Customer-controlled: on-premises deployment or Epic-hosted options with region/hosting choices determined in contract (commonly US; other regions via Epic hosting partners)
P0552
2025-09-07
commercial, proprietary
Contact vendor for licensing and implementation pricing; available via Epic contract (contact Epic).
enterprise_quote
—
Typically deployed with Epic infrastructure (customer-hosted or Epic-hosted cloud); requires Epic backend servers and standard supported browsers/modern mobile OS for MyChart
product
1.0
{
"company_name": "Epic Systems",
"company_url": "https://www.epic.com",
"company_offices": [
"United States",
"United Kingdom",
"Netherlands",
"United Arab Emirates",
"Switzerland",
"Belgium",
"Singapore"
],
"company_founding": "1979",
"product_url": "https://www.epic.com/software/patient-financial-experience/",
"categories": [
"administrative",
"patient-facing",
"revenue cycle",
"patient financial engagement",
"access and revenue cycle",
"digital payments",
"patient experience"
],
"market_segment": [
"enterprise"
],
"links": [
"https://www.epic.com/software/patient-financial-experience/",
"https://www.epic.com/software/access-and-revenue-cycle/",
"https://www.epic.com/contact/",
"https://roadmap.epic.com/roadmaps/27_selfpay",
"https://open.epic.com",
"https://www.epicshare.org/share-and-learn/atrium-real-time-balance-notifications",
"https://www.epicshare.org/share-and-learn/automated-estimates-take-the-surprise-out-of-medical-bills",
"https://elion.health/categories/patient-price-estimation/products",
"https://klasresearch.com/review/epic-patient-financial-experience/234376",
"https://en.wikipedia.org/wiki/Epic_Systems"
],
"summary": "Epic Patient Financial Experience provides integrated patient-facing financial tools within Epic to deliver cost estimates, digital payments, payment plans, and personalized billing communications.",
"description": "A suite within Epic that improves transparency and collection by delivering pre‑service estimates (including guaranteed estimates), enabling pre‑visit payment arrangements, digital payment methods, personalized payment options and financial assistance workflows, omnichannel billing communications (MyChart, email, SMS, mail), and consolidated balancing of hospital and professional charges.",
"target_users": [
"patients",
"revenue cycle staff",
"billing/finance administrators",
"financial counselors/assistance teams",
"schedulers/registration staff",
"clinicians (for visibility)"
],
"specialties": [],
"regions_available": [
"United States"
],
"languages_supported": [
"English"
],
"pricing_model": "enterprise_quote",
"pricing_details": "Contact vendor for licensing and implementation pricing; available via Epic contract (contact Epic).",
"license": "commercial, proprietary",
"deployment_model": [
"on_prem",
"cloud-hosted",
"hybrid"
],
"os_platforms": [
"Web",
"iOS",
"Android"
],
"features": [
"Pre-service, itemized patient out-of-pocket estimates (scheduled and shopper estimates)",
"Estimate guarantees for selected services",
"Pre-visit engagement with eCheck-in and option to collect pre-service payments",
"Digital payments: credit card, e-check, Apple Pay, Google Pay, saved payment methods",
"Two-way text payment and real-time balance notifications",
"Personalized payment options and suggested payment plans based on balance and payment score",
"Automated payment plan enrollment and management",
"Financial assistance screening and application integration",
"Omnichannel billing communications (MyChart, email, SMS, mail)",
"Consolidated hospital and professional balances on estimates and statements",
"Electronic statements and preference-managed delivery",
"Guarantee and rules-based estimate handling",
"Integration with registration and scheduling workflows",
"Reporting and analytics for collections and patient payments",
"Patient-facing payment experience via MyChart/patient portal"
],
"optional_modules": [
"Guaranteed estimates module",
"Advanced payment plan/score engine",
"Two-way SMS payment module",
"Enhanced financial assistance workflows",
"Integrated digital wallet/payment processor connectors"
],
"integrations": [
"Epic EHR (core Ambulatory/Hospital systems)",
"MyChart (patient portal)",
"Epic eCheck-in/registration",
"Payment processors/gateways (card, ACH) - connector integrations",
"Text/SMS messaging gateways",
"Revenue cycle / billing modules within Epic",
"Third-party collections/billing services (via integrations)",
"Third-party identity/SSO providers"
],
"data_standards": [
"FHIR",
"HL7 v2",
"REST APIs",
"OAuth2 / OpenID Connect",
"PCI-DSS (payment data handling standards referenced)"
],
"api_available": "yes",
"system_requirements": "Typically deployed with Epic infrastructure (customer-hosted or Epic-hosted cloud); requires Epic backend servers and standard supported browsers/modern mobile OS for MyChart",
"compliance": [
"HIPAA / HITECH",
"PCI-DSS (for card payments)",
"Data protection/privacy controls consistent with regional laws (customer-dependent)"
],
"certifications": [
"ONC Health IT Certification (Epic platform-level certification applies)",
"Customer/partner-level SOC/ISO attestations depend on hosting arrangement"
],
"security_features": [
"Data encryption in transit and at rest",
"Role-based access control (RBAC)",
"SSO / SAML / OAuth2 support",
"Audit logging and activity trails",
"Multi-factor authentication (MFA) support"
],
"privacy_features": [
"Business Associate Agreement (BAA) availability (via Epic/hosting contracts)",
"Patient communication preferences and consent management",
"Ability to deliver electronic vs paper statements per patient preference"
],
"data_residency": "Customer-controlled: on-premises deployment or Epic-hosted options with region/hosting choices determined in contract (commonly US; other regions via Epic hosting partners)",
"customers": [
"Atrium Health",
"UCHealth",
"Henry Ford Health",
"Vanderbilt University Medical Center"
],
"user_reviews": [
"Everything in the solution is pretty intuitive, and if we ask for... (KLAS comment)",
"The financial assistance module is really the only part of Epic that's a standout for us. (KLAS comment)",
"When we migrated to Epic Patient Financial Experience, we said that if... (KLAS comment)",
"Automated estimates take the surprise out of medical bills — we automatically generate price estimates before care. (EpicShare/third-party case description)",
"There are a ton of pure financial metrics that show benefits when using Epic: automated clean claims collection, reduction in AR days and denial rates. (Reddit comment)"
],
"ratings": [],
"support_channels": [
"email",
"phone",
"community",
"ticketing"
],
"training_options": [
"documentation",
"webinars",
"live_online",
"onsite",
"certification"
],
"release_year": "",
"integration_partners": [
"CarePayment",
"Cofactor AI",
"Experian Health",
"Waystar",
"R1 RCM"
],
"id": "P0552",
"slug": "epic-patient-financial-experience",
"type": "product",
"version": "1.0",
"last_updated": "2025-09-07",
"links_json": {
"self": "https://www.healthaidb.com/software/epic-patient-financial-experience.json"
}
}