Who Epic Cheers is best for
Cheers is the CRM Epic introduced in 2022 for its customers. Because it lives inside Epic, outreach campaigns and call center work draw on the same patient record as clinical care, scheduling and MyChart, without a separate integration. It is used by health systems such as Yale New Haven Health and UHealth (University of Miami Health System).
Best for
- Health systems and large medical groups that already use Epic
- Contact centers that want caller history, issues and appointments in one view
- Population health teams running care-gap outreach such as cancer screenings and immunizations
Not ideal for
- Independent practices or any organization not on Epic
- Teams that want a general marketing CRM with large third-party app ecosystems
- Buyers who need public pricing before engaging a sales process
Epic Cheers pros and cons
Pros
- Works from the Epic patient record, so outreach can be targeted by clinical criteria such as overdue screenings
- Call Management shows a caller's past interactions so agents can handle scheduling and billing questions with context
- Provider Finder helps staff match callers to providers accepting new patients by location, for example for PCP changes
- Request handling tools route messages to the right department and track response times and closure
- Outreach can be paced against appointment availability so campaigns do not swamp call centers
Cons
- Only available to organizations on Epic
- No published pricing or packaging details
- Most outcome figures come from Epic and its customers, not independent studies
- Detailed documentation sits behind Epic's UserWeb login
Epic Cheers pricing
Epic does not publish pricing for Cheers as of October 2026, and its Cheers page does not say how it is packaged with an Epic license. TechTarget reported that Epic offered Cheers to Epic users at no charge for managing COVID-19 vaccine campaigns, but that was a specific offer, not general pricing.
Key features
- Care-gap outreach: helps staff and campaigns find patients due for health maintenance, such as mammograms, flu shots and pediatric immunizations
- New-patient follow-up: website interest forms for services can trigger automatic follow-up, and existing patients can be flagged for new services or locations
- Cheers Call Management: shows a caller's prior interactions; at UHealth, a call triggers a pop-up of matching records that opens a CRM Call Hub with open issues, upcoming appointments and referrals to schedule
- Provider Finder: provider contact details, new-patient status and locations
- Request handling: routing, response time tracking and follow-up for call center requests
- Analytics: open and click rates, scheduled and completed appointments, screening diagnoses and resulting revenue
HIPAA, security and integrations
Cheers runs inside an organization's Epic environment, so it falls under the same security controls, hosting arrangement and business associate terms as the organization's Epic contract. Epic does not publish a separate HIPAA statement for Cheers. Epic's customer examples include text message outreach and MyChart activation through Cheers. At UHealth, the IT team integrated Cheers with its call center phone software (NICE inContact) so an incoming call pops up records matching the caller's number.
Epic Cheers alternatives
- Salesforce Health Cloud — a configurable healthcare CRM that works across EHRs, for organizations wanting a broader platform or not on Epic.
- Cured by Innovaccer — healthcare marketing CRM that builds patient audiences from healthcare data and runs automated campaigns.
- LeadSquared — patient inquiry and follow-up CRM with a HIPAA-oriented edition, often used by provider groups.
- Luma Health — patient access platform that automates scheduling, referrals, waitlists and reminders, for organizations that want outreach tools outside the EHR vendor.
- Creatio CRM — no-code CRM with a healthcare edition for patient journey and relationship management.
