Data and Dashboards Within Epic episode artwork

EPISODE · Jul 31, 2026 · 7 MIN

Data and Dashboards Within Epic

from We Are, Marketing Happy - A Healthcare Marketing Podcast · host Hedy and Hopp

If your organization runs on Epic, you may already have everything you need to prove ROI for your marketing campaigns.In this week's episode, Hedy & Hopp CEO & Founder Jenny Bristow talks about the analytics tools and reporting options built directly into Epic, and how healthcare marketers can use them to connect campaign spend to real patient outcomes and downstream revenue.The Tools Inside Epic Worth Knowing:Chronicles: Epic's real-time transactional database where live data lives. This is also where Reporting Workbench runs: the home of pre-built reports you can pull from any timeClarity: A relational database that runs nightly data extracts. It’s a reliable source for deeper historical reportingCaboodle: Epic's internal data warehouse, built for deep campaign analysis and connecting marketing data to clinical and financial outcomesLinkSource: Epic's native tool for campaign tracking. When a patient visits a landing page and schedules an appointment, the UTM parameter from your ad gets attached directly to their patient record, so you can pull downstream data on appointments attended and revenue generatedAnalytics Catalog: A search engine for existing reports already living inside Epic. This makes it easier to find what's already built before starting from scratchSlicerDicer: A flexible, self-service tool for pulling and slicing data out of Epic on your own termsThe big picture: when these tools work together, you can put UTM parameters on your ads, attach them to patient records at the point of scheduling, and pull through appointment attendance and downstream revenue, all within Epic. From there, you can build dashboards that show true campaign ROI and make smarter decisions about where to allocate your media budget.If this all sounds unfamiliar, but your organization is already using Epic, don't miss Hedy & Hopp's free webinar series, Summer School: Epic for Marketers!  ​​Although the series wrapped up this week, you can still access all sessions on-demand when you register. Connect with Jenny:Email: [email protected]: https://www.linkedin.com/in/jennybristow/If you enjoyed this episode, we'd love to hear your feedback! Please consider leaving us a review on your preferred listening platform and sharing it with others.

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