Epic MyChart · Conversion tracking
Ad measurement for Epic MyChart Open Scheduling
Open scheduling lets someone without a MyChart login book a visit, typically from a widget on the health system's site or a MyChart-hosted page. Epic doesn't publish embed or tracking documentation publicly: it lives behind UserWeb, and open.epic.com covers HL7 and API scheduling interfaces only. Marketing rarely owns any of this, so the work is mostly agreeing with your Epic and privacy teams on where measurement stops.
✓ 30-minute call · No commitment · You leave with a written remediation plan even if we’re not the right fit.
Written guarantee
95%+ conversion accuracy on Epic MyChart
Measured against your own order records at handover. Miss it and we keep working at no cost until it’s met.
Built on — and certified for — the platforms that matter
Stape
Pro Partner
Meta
Tech Provider
Tag Manager
TikTok
Events API
Microsoft
UET Partner
CAPI Partner
CAPI Partner
Built on the same partner stack used by enterprise DTC brands.
By the numbers
No fake testimonials.Just the math.
70+
Platforms supported
Shopify · Woo · Magento · BigCommerce · 65 more
8+ / 10
Meta EMQ guaranteed
in writing — keep working free until hit
2–4d
Build to live
accurate data flowing within 7 days
$0
Monthly fees, ever
one-time fixed price · you own the stack
400d
Cookie lifetime
max RFC 6265bis allows · 57× Safari ITP
9
Ad channels covered
Meta · Google · TikTok · MS · LI · Pin · Snap · Reddit · X
95%+
Tracking accuracy
verified vs Stripe · GA4 · ad-platform reports
30 min
Free founder call
no SDR · no pitch deck · written remediation plan
Every figure above is either a commitment we put in writing or a countable fact. What your own setup is losing is not on this list, because we haven’t measured it yet — that happens on the call, against your own order records.
Real clients · real videos · real outcomes
Don’t take our word for it. Watch the receipts.
Founders, marketers, and agency owners describing the before-and-after of their Epic MyChart tracking rebuild — in their own words, on camera.
What goes wrong with Epic open scheduling
No public documentation
Marketing and agencies guess at what the widget allows.
A widget marketing doesn't control
Changes go through Epic analysts and change control.
Pixels near MyChart
The highest-risk place in a health system to put an ad tag.
Campaign reports and Epic totals never meet
Two systems with no shared key.
Architecture
What Epic MyChart Open Scheduling actually lets you do
Epic's public material says very little. These are the questions for your Epic team.
Step 1
Check: how the widget is embedded
Embedded on your site or MyChart-hosted; Epic's docs on this sit behind UserWeb.
Step 2
Check: whether URL parameters reach Epic
If a source value can be stored with the booking, aggregate attribution becomes possible.
Step 3
Check: what fires on completion
Nothing is documented publicly.
Step 4
HL7 and API scheduling interfaces
Published on open.epic.com; relevant if your front end is custom.
Step 5
Check: Epic reporting by source
Your analysts can say what is reportable.
Diagnostic sequence
Where open-scheduling measurement breaks
Expect organizational blockers before technical ones.
- 1
Find who owns the widget configuration
Usually an Epic analyst, not marketing.
- 2
List tags on pages that embed it
Remove anything the privacy office hasn't approved.
- 3
Check what campaigns optimize toward
Often a button click, which says little.
- 4
Ask whether Epic can report bookings by source
That answer shapes everything else.
- 5
Compare monthly totals
Epic bookings against platform conversions.
Source-of-truth validation
The QA evidence on Epic MyChart Open Scheduling
Done jointly with Epic analysts and privacy, never by marketing alone.
- No ad-platform tag present inside MyChart or on the widget.
- Approved tags confirmed only on marketing pages.
- Source handling tested in the Epic test environment before production.
- Epic's monthly booking count and the campaign reports brought to the same number, or the difference explained.
- Definitions of booked and completed agreed in writing.
- Revisited after each Epic upgrade.
Straight talk
When you don't need this on Epic MyChart Open Scheduling
In many health systems, the right answer is less tracking.
- If policy forbids ad tags on any page linked to scheduling, aggregate reporting from Epic is the whole plan.
- If your Epic team already reports bookings by source, marketing just needs access to that report.
- If campaigns drive phone scheduling more than open scheduling, measure calls.
- If you can't get an Epic analyst's time, wait until you can; a marketing-only build here will fail.
Who this is for
Honest about who we’re a fit for.
We don’t take every project. Here’s how to tell if we’re right for you.
You’re a great fit if…
- You run Epic MyChart (or are migrating to it)
- You spend $5K+/month on paid ads (Meta, Google, TikTok, Microsoft, LinkedIn)
- Your reported ROAS doesn’t match what your bank account is saying
- You want to own your tracking stack — no monthly SaaS fees forever
- You have 2–4 days to do this once and never think about it again
Skip us if…
- You spend less than $500/month on paid ads (browser pixel is fine)
- You want a SaaS dashboard with monthly fees forever (Triple Whale, Hyros)
- You need attribution modeling — we fix the data foundation, not multi-touch reports
- You want a 6-month enterprise consulting engagement (we ship in 4 days)
- You expect us to manage your ad accounts (we don’t — that’s a different service)
If you’re still unsure,book the call anyway— we’ll tell you straight whether we can help.
What changes with Epic open scheduling
An agreed boundary
Server-sideMeasurement on marketing pages, none inside scheduling.
Appointments by campaign as totals
8+ EMQReported from Epic by your analysts.
A shared definition of a conversion
DedupedSigned off by marketing, Epic and privacy.
The event map for Epic open scheduling
Service-line landing page visit
On marketing pages, where policy allows.
Schedule button clicked
The last point your site's tags see.
Open-scheduling appointment booked
Counted in Epic and reported in aggregate.
Visit completed
From Epic reporting, as a monthly total.
Campaign source on arrival
Checked for whether it can reach the widget at all.
Pick the package that fits your ad spend
Fixed-fee, no surprises. If your ad spend is meaningful,server-side tracking is what we recommend— it’s the only setup that survives iOS, Safari ITP and ad blockers.
Browser-side starter
Repairs and verifies the browser-side setup you already have, on a live conversion. Honest about its ceiling on this platform.
- Root cause fixed, not worked around
- Verified on a live conversion
- Reconciled against your own records
- Written handover
1st-party server-side
Save $18K–$120K over 5 years vs Triple Whale / Hyros
Money events sent from your own records through a first-party container on your subdomain, so the browser can no longer lose them.
- First-party server container on your own subdomain
- Money events from your records, not the browser
- Deduplicated on a shared event ID at every destination
- First-party cookies beyond Safari's 7-day cap
- 95%+ accuracy and 8+ Meta EMQ, guaranteed in writing
Full 1st-party stack
Every paid channel server-side plus the offline loop, with monitoring so the next break surfaces in days.
- Everything in 1st-party server-side
- Pinterest, Snapchat, Reddit and LinkedIn CAPI
- CRM and offline conversion loop
- Refunds and cancellations reversed everywhere
- Monitoring on every destination
Not sure which tier fits?Book a 30-min scoping call— we’ll tell you straight, no upsell pressure.
How it works
Built in 2–4 days. Accurate data within 7.
We deliver the entire 1st-party server-side stack in 2–4 business days. You start collecting accurate, deduped conversion data the moment it goes live — and within 7 days every signal is flowing cleanly to Meta, Google, TikTok and the rest.
Kickoff + audit
30-min call. We map your current pixels, GTM, dataLayer, consent setup, and ad-platform integrations. You get a written report of every leak.
Build the stack
Server-side GTM container deployed on your subdomain. Meta CAPI · Google EC · TikTok Events API · Microsoft UET wired. Identity match + dedup configured.
QA + go-live
Live-fire test purchases across every funnel step. Meta EMQ verified at 8+. Tag Assistant + Pixel Helper passes. Side-by-side report delivered.
Verify accuracy
Your data flows clean. Within 7 days every signal — Meta, Google, TikTok, Microsoft — is fully accurate. Notion runbook + Loom walkthrough handoff.
Got questions?
The honestanswers.
No buzzwords, no upsell. If we don’t know, we say so.
01Could the Meta Pixel go inside MyChart?
No. MyChart handles protected health information, and ad pixels there are a clear HIPAA risk. Nothing goes inside MyChart or the scheduling widget.
02Where are Epic's open-scheduling docs?
Behind Epic's UserWeb login, which your Epic team can access. The public material on open.epic.com covers HL7 and API scheduling, not the embed.
03Can Google Ads see open-scheduling bookings?
Not directly. Campaigns are judged on monthly booking totals reported from Epic and compared with spend.
04Can a campaign source be stored on the appointment?
Sometimes; it depends on your Epic build. Your analysts can say whether a source value can be captured and reported.
05Why does this take longer in a health system?
Because Epic change control and privacy review set the pace, not the technical work.
Still have questions?Book a 30-min call— bring them all.
The call
What happens on your free 30-min call
No pitch deck, no SDR, no upsell pressure. Founder-led. Bring your ad-platform screens and yourEpic MyChart setup — we’ll work through it together.
Min 1–5
We get the lay of your store
What you sell, what you spend on ads, who handles dev. Quick context-gathering — no questionnaire upfront.
Min 5–15
We audit your tracking live
Screen-share. We open your Meta Events Manager, GTM, and ad reports. You see exactly which conversions are leaking.
Min 15–25
We map a fix
What needs rebuilding, what stays. The exact Epic MyChart setup we'd ship and what it would recover for you.
Min 25–30
Decide. Or don’t.
If we're a fit, we send a 1-page proposal in writing. If not, you walk away with a free remediation plan you can hand to anyone.
Connect ad spend to Epic bookings, carefully
The free 30-minute call maps your open-scheduling setup and the people who own it, so you leave with a written plan — possibly one your Epic team runs without us.
Free · 30-min consultation · No commitment · Replies in under 2 hours · Available worldwide via WhatsApp
95% tracking accuracy guarantee
Free 30-min consultation · from $400 · 1st-party server-side
95% guarantee · from $400
