Referral intake, eligibility, and prior auth, done inside Epic
Saga is live with organizations on Epic. Its AI agents work referral, eligibility, and prior authorization tasks in Epic through user access your organization grants and controls. They read inbound documents, file them to the right chart, verify coverage in real time, and submit and track prior auths, with no API integration.
Built for → Health systems · Multi-site groups · Orthopedics & ASCs · Radiology & imaging
Work queues grow faster than central teams can staff them.
Referral, authorization, and records work queues in Epic organizations keep growing. Every item still needs someone to read the document, check the chart and coverage, and act in Epic and the payer portal, and hiring can’t keep pace.
How Saga works in Epic
Signs in like a staff member
Saga works in Epic through a user account your organization provisions, using the same screens your team uses. No API integration or IT project is required.
Reads every inbound document
Referrals, faxes, orders, and records are read from your eFax inbox, from documents forwarded to Saga, or from the EHR’s incoming document queue.
Files to the right chart
Saga matches each document to the patient, or creates the new patient record, and writes structured data and the source document to Epic.
Verifies coverage
Real-time X12 270/271 eligibility checks confirm coverage and benefits, and the results are recorded to the chart before the visit.
Submits and tracks prior auths
Saga assembles requests from the Epic chart, submits them through payer portals, and writes decisions back.
Routes exceptions to staff
Denials, appeals, and out-of-network cases wait in a review inbox for sign-off, and every task has a complete audit trail.
What Saga handles in Epic
- New-patient referrals and referral packets
- Orders, records, and other inbound faxes
- Patient matching and new patient creation
- Real-time eligibility and benefits recorded to the chart
- Prior authorizations across medical, pharmacy, and DME benefits
- Requests for missing documentation, tracked to completion
Related: Referral intake · Eligibility verification · Prior authorization
Fewer hours on paperwork. More capacity for patients.
Saga and Epic
Does Saga need an Epic API or App Market listing?
No. Saga works in Epic through user access your organization provisions and governs under your existing security and access policies, so there is no API project to stand up.
Can we limit what Saga is allowed to do in Epic?
Yes. Saga acts only with the access you grant its user account, and your organization chooses which actions need staff sign-off. Denials, appeals, and out-of-network cases always do.
What does a practice need to provide to use Saga with Epic?
A Epic user account for the agent, routing for inbound faxes or referrals, and your SOPs and payer rules. Saga typically goes live in under a month.
Does a person review what Saga does?
Yes. Each practice chooses which actions need staff sign-off, and denials, appeals, and out-of-network cases always do. Items awaiting approval sit in a review inbox, and every completed task has a full audit trail.
Comparing options? See how Saga compares with fax OCR, RPA, and outsourced intake →
See Saga working in Epic.
Live in under a month · writes back to your EHR · your data stays yours