Epic vs. Salesforce Agentforce Service

Epic is very good on the medical side and continues improving mental health and dental care. Having integrated telehealth via Zoom was a game-changer. During COVID, it was vital to have telehealth options and to ensure it was completely HIPAA Compliant and easy to document inside their health record.

Incentivized

I think Service Cloud is best suited for medium to large operations that require both proactive and reactive service. It’s a great fit for post-sales support. However, I wouldn’t recommend it for very small companies because it can be quite costly, and many of the features may go unused. Salesforce also performs best when you have a capable team managing it, so it’s important to consider your organization’s size and readiness before starting. Once you do, I recommend exploring other parts of the Salesforce ecosystem—Service Cloud works even better when integrated with Sales Cloud, since it allows better visibility across teams.

Incentivized

• There are doctors' notes templates with prepopulated fields in them. This saves a lot of time.
• Epic sends medication orders to pharmacies electronically so that we do not have to call. This saves a lot of time.
• Epic has a Secure Chat feature via which we can send HIPAA protected messages to any employee with the patient's name and record attached.
• It has a PDMP link. We can look up what controlled medications such as opiates patients have been prescribed and by whom.
• It links to MyChart, which is a platform via which patients can look up their own information without them having to call the doctors. This saves a lot of time.

Incentivized

• Email to case is an interesting piece of it. The threading is very strong, sometimes too strong, but it does very well at handling the incoming emails.
• The omnichannel routing, using skill-based routing is really effective.
• Pathing. So making the workflow and helping the team understand what it is that they're trying to do, what they have to accomplish, those step-by-step pieces. That's really helpful.

Incentivized

• Visual Updates: While Epic is constantly improving the user experience, there are a few features that still need a design refresh. While this does not effect functionality, it does have an impact on user perception.
• Ordering: While placing an order for a physician is very easy, a few changes to the workflow could improve the experience for physicians.

Incentivized

• We had a principle initially to try and use Omni as much as we can from the user experience perspective, but have found that fairly restrictive. It was very difficult to actually get the right customer experience and customer engagement going. So we're actually on a journey at the moment to replace all of our Omni with Lightning web components that gives us that flexibility. That's probably one area where we've had some challenges in terms of how we've used the product out of the box.

Incentivized

It is beyond measure the best EHR on the market.

Incentivized

Professional edition works best for a small company with lower call volumes and is very useful but as you grow exponetially I think it has limited ability to do all the things we want to - SLA management, defect, release management to name a few. Reports and dashboards being available in real time.

You should invest time into taking a training class before using Epic, but once you get the hang of it the usability features are endless! My favorite part about Epic is how it is automated and "trained" to catch user errors that would typically be missed in normal documentation/charting. This ensures accuracy and eliminates errors.

Incentivized

I had Salesforce experience prior to using Service Cloud which made it a little easier to learn and navigate, but overall my team (some who had no Salesforce experience) caught on very quickly and found Service Cloud to be easy to use.

Incentivized

Working on an application that caters to customer needs requires a platform that acts as a mediator between the actual person and the client. This mediator handles the customer and resolves many of their doubts, helps them map through the entire process, and automates the processes. Such a platform is Salesforce Service Cloud. For queries that cannot be serviced by the platform, it creates a separate ServiceNow ticket for us, and it is assigned.

Incentivized

The Salesforce Service Cloud generally has very good performance, however the overall new Lightning user experience can bring that down. For example, if you have too many tabs open, then it can take a while for the Lightning UI to load. This UI is probably not well equipped to handle loading of all of that information at once, but Users tend to leave their tabs open all day long. It can also be fickle depending on which browser you use, what extensions you have installed, and whether you've cleared your cache. This can be the downfall with any software as a service though, not just Salesforce

Incentivized

The initial training was good but would have been even better had I been more familiar with the system before taking it. I found learning how to deal with Epic while working in the field at the same time was a (pardon the pun) Epic learning curve. I really think there should be a scribe who does the data entry and others can focus on what they do best.

Incentivized

Salesforce offers support, although it generally gets routed to overseas support teams first, and once they are unable to help, it gets escalated up the chain to higher tiers. Frequently, the answer back from support is that there is no native solution, and we either have to turn to the AppExchange for some solution provided by another developer, or custom build our own solution.

Well-vetted lesson plans that teach you what you need to know for success.

Incentivized

Our in-person training was provided by our implementation partner and it was quite good. This was in part because we were already working with them and so it naturally leant itself to a good training relationship. And because they were building our customizations and configuring things, they could then provide training on those things naturally.

Incentivized

While not as effective as in-person training, it is still adequate.

Incentivized

Trailheads are great but it was often unclear what actually applied to our organization. This made it difficult to get a whole lot out of it. Part of it is that because the basic Salesforce features didn't quite work for us, we had to add customizations, which then nullified a lot of the training.

Incentivized

Epic has a regimented implementation process that ensures a successful go-live.

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I would go through an implementation very differently knowing what I know now. It was difficult coming from systems we liked in post-sales service and having to adapt to the clunky and underwhelming feature set in Salesforce. I would trim back our expectations

Incentivized

Epic gives extensive customization options in terms of utility and view. I have found this to be highly useful and efficient EHR as compared to other EHRs we use in our organization.

We selected this product because we already had some competencies in Salesforce. We own a Salesforce partner with expertise in this area, and on top of that, Salesforce purchased it — it was originally called Velocity. When Salesforce decided to acquire it, that finalized the decision for us.

Incentivized

The product has scaled up with our company growth just fine. No issues here other than slowness in clicking around and running reports

Incentivized

• Being able to track and document all of our services in the same place has made an exceptional improvement in continuity of patient care, both internally across departments (medical/dental/mental health) and externally with specialists and other healthcare organizations on a national scale.
• Continuous improvements in Data reporting and analytics make tracking and implementing quality improvement measures throughout the year easy.
• Massive improvements to the ELLA training platform, combined with detailed and interactive training materials for all system areas, make onboarding and staff training much easier!

Incentivized

• We have cut our service team in half over the past 5 years due to the efficiency of the tool
• The amount of direct inquiries to our technical team is less than 10% compared to the number support tickets that get entered in the system for them to work in a more organized manner
• Responses are 100% more timely because tickets can be responded to by any individual in the queue or on the team, as opposed to direct emails to just one person

Incentivized