Yep, those are some of our team members at the Epic headquarters in Verona, Wisconsin! So why did we go through the trouble of traveling there and getting certified in Epic marketing and analytics tools?
You might think of Epic as a platform owned by your health system’s IT team—and historically, it has been. But Epic realized that to improve patient experience, healthcare marketing and communications teams need to be involved. Recently, Epic began investing heavily in new tools, stronger UX, and training for marketers.
We know that healthcare marketers can leverage Epic as a powerful tool to connect with patients, personalize outreach, and demonstrate measurable impact.
And now we have the expertise to help you make it happen.
Need help with broader patient acquisition campaigns? We’re a full-service marketing agency, and most clients hire us to manage their performance marketing campaigns first. Then, Epic campaigns are the perfect next step to improve campaign performance.
Compliance is covered.
Epic already has all of your data.
You don’t have to convince your organization to buy another tool.
Some functionality you already have access to or can easily add.
Epic Cheers Campaigns // Epic Workflows // Campaign Strategy & Activation // Patient Appointment Journey Audit // Measurement Plan // Compliant Analytics Implementation
This is how we can partner with you to drive patient volumes, improve ROI
measurement, and improve the patient experience using Epic.
Stop guessing and start connecting the dots. Hedy & Hopp’s custom Epic UTM Connect tool finally hands you and your leadership team what you’ve been looking for: True marketing attribution that shows how your campaigns successfully convert patients and drive revenue—securely and compliantly.
How it works: Epic offers two options for marketers to track campaign performance – its LinkSource tool and recently added UTM Parameter integration within MyChart Builder. Both are limited in capabilities and have gaps in measurement. We built upon Epic’s framework with a custom tool that preserves UTM parameters and more comprehensively inserts them into the patient record upon conversion. As with all of Hedy & Hopp’s work, this data capture process is HIPAA-compliant.
Integrating our Epic UTM Connect tool takes only 4 to 6 weeks and a one-time investment.
Once Epic UTM Connect is live, you’re in control.
When you’re ready, our team (or yours) can:
*Epic®, Epic Systems, and related product names and logos are trademarks or registered trademarks of Epic Systems Corporation. This content is not affiliated with, sponsored by, or endorsed by Epic Systems Corporation.
Do you know which messaging and triggers are currently in place for your patient population? When Epic was implemented at your system, foundational messages were likely automatically implemented, as well as ad-hoc requests over the years. A holistic audit will identify all messaging, audiences and triggers and how well (or not) they are performing.
All of your patient data already lives in Epic—let’s use it to send patients the right message, at the right time. We’ll develop an Epic Engagement Strategy that matches your organizational priorities—driving volumes to the priority service lines, improving MyChart and digital tool utilization, and targeting non-compliant patient populations. Then, we can implement the strategy or hand off the content and implementation guidelines to your internal analysts for implementation.
Epic releases new tools and functionality frequently. Is your system leveraging tools appropriately? Are you paying for a third-party tool when a built-in Epic option may be better? We can conduct a marketing technology audit to document what tools you currently use and identify opportunities for add-ons or replacements to drive cost savings and improve the patient experience.
Epic holds the key to real marketing ROI: patient appointments and revenue. We can help ensure marketing campaign data is being captured by Epic when campaigns drive appointments and develop data visualization strategies to export data from Epic to create a comprehensive data warehouse and visualization solution. One dashboard—full patient ROI info (compliantly, of course).
Check out more content about using Epic for marketing:
Epic UTM Connect
The First Marketing Agency with Epic-Certified Team Members
Epic’s Marketing Tools
Stay ahead of the curve with the latest Epic tips and tricks from the first marketing agency with Epic-Certified team members. Throughout 2026 we’ll host free webinars focused on specific Epic tools.
Jumping into Epic as a healthcare marketer can be overwhelming, especially if it’s historically been your IT team’s domain. We’re here to help you navigate the platform, understand which tools are available to you, and focus your efforts on driving meaningful ROI. Here are a few questions we hear a lot.
That’s OK! First, it’s important to note that members of our team have received multiple Epic Certifications and Badges, ensuring we have the appropriate level of training to gain access. Some systems provide consultant access (where we can log in without viewing any PHI or PII) in order to set up campaigns and analytics structures. Other systems prefer that we work externally, providing strategy and implementation steps for their analysts to follow. We can be flexible based on your organization’s security guidelines!
Cheers is Epic’s built-in CRM tool. We will develop a strategy to leverage the CRM to drive your organization’s goals—increased patient volumes, engagement with non-compliant patients, etc. We’ll work to understand your goals, and then develop a plan for targeting, triggers, and messaging for one-time campaigns as well as automations.
Yes! You can capture prospective patient information and nurture those prospective patients through Cheers and Hello World infrastructure. The person does not need to be a current patient.
You can export the data from Caboodle and put it in your data warehouse. The data is SQL—it’s raw—so you can use it however you would like. Some clients use Looker Studio or Domo for data visualization. It can be whatever tool that your organization is already using.
If you are trying to reach a donor or employee audience, Epic is not the right tool. Epic can only be used to reach current or prospective patients.
Yes! A user can have a record in Epic and not have a MyChart account. You can still message people even if they don’t have a MyChart account. Epic tools are available to all users, regardless of whether or not the user has a MyChart account.
Yes! Epic can capture all of the referring data that you would put into UTM parameters. We recommend establishing a global marketing UTM structure that guides all of your campaign tracking.
Have a question that we didn’t cover? Let’s talk about it!
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