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Epic & MyChart Help Guide

Find answers and get support for MyChart, appointments, billing, or next steps in your care.

This guide helps you quickly understand what to do and how to get help.

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What This Means for You

Get Help When You Need It

Support is availale if you have questions about MyChart, appointments, or your visit.

Clear Next Steps for Common Issues

Find answers to common questions and what to do if something isn't working.

Multiple Ways to Get Support

You can call, ask your care team, or use MyChart to get help.

Explore Our Resources Below.

Appointments in Epic: Scheduling, Managing, and Viewing Appointments

You can schedule or request an appointment by calling the Peak Vista Customer Service Center or using MyChart. Availability for online scheduling depends on the type of visit.

You may be able to:
  • At check-out: Schedule your next visit before leaving.
  • Use MyChart: Request an appointment when available.
  • Call for support: Contact the Customer Service Center to schedule.
Calling is the fastest way to confirm your options if you’re unsure.

Some appointments can be changed or canceled through MyChart, depending on the visit type. Others may require calling the Customer Service Center.

In MyChart, you may be able to:
  • View appointments: See your upcoming visits.
  • Request changes: Modify appointments when available.
  • Cancel visits: Use available system options.
If you don’t see an option, the appointment likely requires phone support.

You can view your upcoming appointments in MyChart, including visit details and instructions. This helps you stay organized and prepare for your visit.

In MyChart, you may be able to:
  • View details: See scheduled appointments.
  • Check timing: Review dates and times.
  • Confirm location: Find your health center.
  • Review instructions: See visit preparation details.
If an appointment does not appear, it may not yet be available or needs confirmation.

If you miss an appointment, it’s important to reschedule as soon as possible to avoid delays in your care. Calling ahead when you need to cancel or reschedule helps keep appointments available for all patients.

You may need to: Peak Vista has a no-show policy to support access to care. If multiple appointments are missed without advance notice, you may be placed on same-day scheduling for a period of time.

Whenever possible, try to call at least 24 hours before your appointment if you need to make changes.

Your provider may recommend a follow-up appointment during your visit or include it in your visit summary. These next steps are based on your care plan, results, or ongoing treatment.

You can check for follow-up instructions by:
  • Reviewing paperwork: Look at printed visit instructions.
  • Checking MyChart: View visit summaries and care notes.
  • Confirming before leaving: Ask about next steps during your visit.
If you’re unsure, review MyChart or call the Customer Service Center for clarification.

Using MyChart: Access, Login, and Key Features

You can activate your MyChart account using an activation link or code provided by Peak Vista. Activation may happen during your visit or through an email or text invitation.

You may be able to activate your account by:
  • Using an activation code: Enter the code provided by staff.
  • Following an email link: Complete setup through a secure message.
  • Setting login details: Create your username and password.
If you have not received an activation link or code, call the Customer Service Center for assistance.

If you can’t log into MyChart, you can reset your username or password or contact the Customer Service Center for help. Login issues are often related to incorrect credentials or expired passwords.

You may be able to resolve login issues by:
  • Resetting your password: Use the “Forgot Password” option.
  • Recovering your username: Use account recovery tools.
  • Trying again later: Ensure your information is entered correctly.
If you’re still unable to access your account, call the Customer Service Center for support.

MyChart allows you to view information from your visit, including visit summaries, test results, and follow-up information. This helps you stay informed and manage your care between appointments.

After your visit, you may be able to:
  • View visit summaries: Review what was discussed during your appointment.
  • Check instructions: See care recommendations and next steps.
  • Track follow-up care: Review referrals or future visits.
If you don’t see information right away, it may take time for your record to update.

You can find your test results and visit summaries in your MyChart account under your health records. Availability may depend on when results are finalized and released.

In MyChart, you may be able to:
  • View test results: Check lab or diagnostic results.
  • Review visit summaries: See notes and instructions from your visit.
  • Track updates: Monitor when new information becomes available.
If you don’t see your results, they may still be processing or pending release.

You can send a secure message to your care team through MyChart for non-urgent questions or follow-up needs. Messaging allows your care team to review your request and respond appropriately.

You may be able to use messaging to:
  • Ask questions: Clarify instructions or next steps.
  • Follow up on care: Check on referrals or treatment plans.
  • Share updates: Provide information related to your care.
For urgent concerns, call the Customer Service Center instead of using MyChart messaging.

Only you should access your MyChart account unless you choose to share access with someone you trust. Keeping your login information secure helps protect your personal health information.

You can help protect your account by:
  • Keeping credentials private: Do not share your username or password.
  • Using secure devices: Avoid logging in on public or shared computers.
  • Logging out after use: Especially when using shared devices.
Protecting your login information helps prevent unauthorized access.

Some information may not appear in MyChart right away due to processing times or system settings. Availability can depend on the type of information and whether it has been reviewed.

You may notice:
  • Processing delays: Results or summaries may take time to appear.
  • Release timing: Some information is available only after review.
  • System updates: Different parts of your record update at different times.
If information is not visible yet, it may still be processing within the system.

MyChart should not be used for urgent or emergency medical concerns. Messages are not monitored in real time and may not receive immediate responses.

For urgent situations:
  • Call immediately: Contact the Customer Service Center for guidance.
  • Seek emergency care: Call 911 for emergencies.
Using the correct support option helps ensure you receive timely care.

Understanding Your Care in Epic: Visit Information, Instructions, and Next Steps

You can review instructions from your visit in MyChart after your appointment. These instructions may include care recommendations, medications, and next steps discussed during your visit.

You may be able to review your instructions by:
  • Checking paperwork: Review printed instructions before leaving.
  • Using MyChart: Access visit summaries and care notes.
  • Reviewing later: Return to your instructions anytime in your account.
If you don’t see your instructions in MyChart, they may still be processing or pending upload.

Your next steps are typically shared during your visit and may also be included in your visit summary in MyChart. These steps may involve follow-up appointments, medications, or additional care instructions.

You can review your next steps by:
  • Listening during your visit: Providers often explain next steps before you leave.
  • Checking your summary: Review MyChart or printed instructions.
  • Looking for follow-ups: Identify referrals or additional care needs.
If you’re unsure about your next steps, reviewing your visit summary is a good place to start.

If additional tests or referrals are needed, your provider will usually discuss them during your visit and include them in your care plan. These may also appear in your MyChart account after your appointment.

You may be able to identify next steps by:
  • Reviewing visit summaries: Look for notes about tests or referrals.
  • Checking MyChart updates: Monitor new orders or scheduled services.
  • Following instructions: Complete any recommended next steps.
If you do not see information about a referral or test, it may still be in progress.

Different parts of your medical record may appear in MyChart at different times depending on processing and provider review. Some updates happen quickly, while others require additional time before they are available.

You may notice:
  • Faster updates: Basic visit details may appear sooner.
  • Delayed results: Lab or test results may take several days.
  • Provider review timing: Some information is released after review.
If information is not available yet, it may still be processing within the system.

If you don’t understand part of your care instructions, you can review your visit summary in MyChart or contact the Customer Service Center for guidance. Understanding your care plan is important for following next steps correctly.

Your information is not publicly accessible and cannot be viewed by unrelated staff.

You may be able to:
  • Revisit instructions: Review your summary in MyChart.
  • Check details: Look for clarification in visit notes.
  • Ask for help: Call the Customer Service Center for support.
If you still have questions, your care team can provide clarification through appropriate follow-up.

If something in your MyChart account looks incorrect, you can review your information and contact the Customer Service Center for assistance. Some updates may take time to appear depending on processing and provider review.

You can take steps such as:
  • Review details: Double-check your visit summary or results.
  • Wait for updates: Some information may still be processing.
  • Call for support: Contact the Customer Service Center if needed.
If the information is still incorrect after reviewing, support staff can help guide next steps.

Privacy, Access, and Security in Epic: Protecting Your Information

Your medical information in Epic is protected by federal privacy laws and secure systems designed to keep your data safe. Health care organizations are required to follow strict rules to protect patient confidentiality.

These protections include:
  • HIPAA regulations: Federal laws that protect your health information.
  • Secure systems: Technology designed to prevent unauthorized access.
  • Restricted access: Only authorized staff can view your record.
These safeguards work together to help keep your medical information private and secure.

Only authorized members of your care team and support staff can access your medical record when needed for your care. Access is limited based on job responsibilities and is not open to all staff.

Your information may be accessed by:
  • Care team members: Providers, nurses, and care coordinators.
  • Support staff: Staff assisting with scheduling or care coordination.
  • Authorized roles only: Access is based on job-related needs.
Access is controlled to ensure only the right people can view your information.

Epic includes monitoring tools that track when and how patient records are accessed. These systems help ensure that access follows privacy rules and organizational policies.

Monitoring systems may include:
  • Access logs: Records of when patient information is viewed.
  • Role-based permissions: Limits based on staff responsibilities.
  • Security monitoring: Detection of unusual or unauthorized access.
  • Internal audits: Reviews of system activity and access patterns.
These monitoring systems support accountability and help protect patient privacy.

You have certain rights over your medical information, including the ability to review your records and request corrections. However, your care team may still access your information as needed to provide safe and effective care.

You may be able to:
  • Review your record: Access information through MyChart.
  • Request corrections: Report inaccurate or incomplete information.
  • Ask questions: Get clarification about your medical record.
Your care team uses your information to support your care, while your rights help ensure accuracy and transparency.

If you believe your medical record was accessed without permission, you should report it to the Peak Vista Customer Service Center. Concerns about privacy are taken seriously and reviewed according to established policies.

You can take steps such as:
  • Report concerns: Call the Customer Service Center.
  • Provide details: Share what you noticed or experienced.
  • Request follow-up: Ask about next steps or investigation status.
Reporting concerns helps ensure your information remains protected and handled appropriately.

You can help protect your information by keeping your MyChart login details secure and following basic online safety practices. Taking simple steps can reduce the risk of unauthorized access.

You can protect your account by:
  • Keeping passwords private: Do not share your login information.
  • Using secure devices: Avoid logging in on public or shared devices.
  • Logging out after use: Especially on shared computers or phones.
  • Updating passwords regularly: Use strong, unique passwords.
Taking these precautions helps keep your MyChart account and personal information secure.