MDfit Resources and Frequently Asked Questions
Answers about MDfit scheduling, Voice AI, provider data, integration, implementation and support, plus detailed documentation for your organization.
Product and Deployment Questions
Find answers to common questions about MDfit scheduling, Voice AI, provider data, integration, implementation and support, and how each is deployed in your organization.
Integration and Implementation Resources
Documentation for how MDfit solutions share one platform and how they connect to Epic and other EMR/EHR systems.
The shared platform behind every MDfit solution.
Analytics & Reporting and Implementation & Support work the same way across Contact Centers, Patient Self-Service, Voice AI Automation, AdFit, and Directory Management.
Browse shared solutionsAnalytics & Reporting
Shared Platform
See how scheduling is performing, by role.
Track scheduling activity, team performance, and operational results for the MDfit solutions your organization has deployed, with reports organized for the people who need them.
Reports organized by audience
- Management and finance
- Return on investment, scheduled appointment volume, cost per scheduled appointment
- Patient access supervisors
- Team performance, handle time, scheduling accuracy, waitlist fill rate
- Operations and IT
- Scheduling efficiency, integration activity, exception and error trends
- Marketing
- Ad campaign success rate, booking conversions, outreach success
Preconfigured reports
Organized for four audiences
Dozens of preconfigured reports are grouped for management and finance, patient access supervisors, operations and IT, and marketing.
What they measure
Reports track return on investment, team performance, scheduling efficiency, operational measures such as volume, accuracy, and exceptions, and marketing results from AdFit such as campaign success and booking conversions.
Custom reporting
Custom report tools
Custom report-building tools let teams answer questions the standard catalog does not cover, using the same underlying scheduling data.
Scope
Available reports depend on which solutions and data sources are connected. Analytics & Reporting is part of the platform that supports the solutions you implement. Custom reports and user constraints may require additional licensing, beyond the included defaults.
Shared Platform
Configured with you, supported after go-live.
Software is only as strong as the team behind it. Implementation configures your scheduling rules and workflows, connects your systems, and prepares your staff. Support continues after launch, with most customers choosing the option for a standing working meeting to continuously optimize your patient access scheduling.
A typical engagement
- Phase 1ConfigureScheduling rules and workflows
- Phase 2ConnectEMR/EHR, phone, and other systems
- Phase 3PrepareStaff training and readiness
- Phase 4Go-liveLaunch with hands-on support
- Phase 5OptimizeOngoing review and improvement
Implementation
Scheduling-rule and workflow configuration
Our project managers and customer success team work closely with your organization to transfer and configure your organization's scheduling rules, visit requirements, workflows, taxonomies, and any other constraints or rules into the MDfit solutions you select. Implementations are scoped according to complexity and the number of integrations necessary to enable your patient access vision.
Integrations
Connections to your EMR/EHR and, where applicable, phone systems and other sources are established and validated before launch. At MDfit, we have experience integrating with most all modern EMR/EHR and practice management systems. Please reach out to learn about any peculiarities with your organization's specific systems or configurations.
Staff preparation
Training and readiness work prepares schedulers, agents, and supervisors before go-live. At MDfit, we typically “train-the-trainer” or managers, and will establish your training requirements during sales discussions.
Ongoing support
Operational support and optimization
Sustained patient access performance requires disciplined execution, continuous optimization, and hands-on operational support. At MDfit, go-live marks the beginning of a long-term relationship, not the end.
Scope
Specific support terms, hours, and response expectations are defined in your agreement. Implementation scope reflects the solutions and systems involved.
Integration and Implementation Resources
Reference Architectures
MDfit integrates with all major EMR/EHR systems. Below is an example architecture for Epic. Similar integration patterns apply for eClinicalWorks, athenahealth, Cerner, and other supported platforms.
Example Reference Architecture
Review the Epic Reference Architecture
This example demonstrates MDfit's deep, bidirectional integration with Epic through standard interfaces and APIs. Similar architecture patterns apply for eClinicalWorks, athenahealth, Cerner, and other supported EMR/EHR platforms.
Epic EMR/EHR
Source of Truth
Patient portal integration for self-service scheduling
Real-time scheduling and availability sync
Patient demographic and registration data
Referral orders for appointment scheduling
MDfit Integration Engine
Secure, HIPAA-compliant data exchange
MDfit Platform
Patient Access Hub
Staff-assisted scheduling
24/7 online scheduling
Automated conversations
Data Flow
Bidirectional Write-Back
Appointments scheduled in MDfit automatically write back to Epic Cadence. Changes in Epic sync to MDfit in real-time.
Referral Activation
Epic referral orders flow into MDfit for intelligent provider matching and automated appointment scheduling.
MyChart Integration
Leverage existing MyChart patient authentication while extending scheduling capabilities through MDfit.
Epic is a registered trademark of Epic Systems Corporation. This reference architecture represents typical integration patterns and may vary based on specific Epic configuration and organizational requirements.
Other Supported EMR/EHR Systems
MDfit provides similar bidirectional integration capabilities for these and other EMR/EHR platforms. Contact us for architecture documentation specific to your system.
Customer Support
Software is only as strong as the team behind it. Sustained patient access performance requires disciplined execution, continuous optimization, and hands-on operational support. Below you'll find the support resources to help you get the most out of MDfit.
Support Resources
Email Support
Existing customers can reach support at support@mdfit.com
Phone Support
Call us at 724-719-2677 (Monday - Friday, 8am - 6pm ET)
Account Manager
You can also contact your Account Manager directly for personalized assistance.
Documentation
User manuals and support documentation can be found in the References or Library section of your Advisor application.
Implementation & Training
Our implementation and operations teams partner with you throughout your MDfit journey. From initial setup to ongoing optimization, we're here to ensure your success.