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AuthorizeNet + Epic Integration

Clarity Connect™ integrates AuthorizeNet with Epic, automating business processes and data sharing. This robust integration connects your critical business systems to automate order processing, inventory management, and customer data synchronization.

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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links AuthorizeNet and Epic through automation and data sharing. Integrating these platforms benefits businesses by streamlining processes and connecting front-end and back-end systems.

Considerations when connecting these applications include security, performance, and physical access. We support both SaaS (Cloud) and On-Premises connection types.

Integration Diagram
Solution Illustration
The Solution

Seamless Integration

Our middleware platform ensures robust and reliable data transfer between AuthorizeNet and Epic.

  • Map custom fields in Epic (e.g., patient-specific billing codes) to AuthorizeNet's `order.customFields` or `description`.
  • Extend AuthorizeNet's `customer.description` with Epic's `MRN` or unique patient identifiers.
Implementation Timeline

Go live with AuthorizeNet + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both AuthorizeNet and Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most AuthorizeNet + Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Comprehensive Solution Details

  • Map custom fields in Epic (e.g., patient-specific billing codes) to AuthorizeNet's `order.customFields` or `description`.
  • Extend AuthorizeNet's `customer.description` with Epic's `MRN` or unique patient identifiers.

Scalable & Secure Integration Architecture

The integration leverages a cloud-native iPaaS solution, providing a robust, scalable, and secure architecture designed for the stringent demands of healthcare and financial data. It adheres to event-driven principles for real-time responsiveness.

Data Flow Steps

Event-Driven Architecture: For real-time updates (e.g., payment status, new patient registration).

API-First Integration: Leveraging native APIs for both systems.

Data Tokenization (CIM): For PCI DSS compliance.

Canonical Data Model: For consistent data representation across systems.

Idempotent Operations: To prevent duplicate transactions on retries.

Data Touchpoints

iPaaS Runtime Engine: Executes integration workflows.
Connectors: Pre-built adapters for AuthorizeNet and Epic FHIR APIs.
Transformation Engine: For data mapping, cleansing, and validation (e.g., FHIR to AuthorizeNet schema).
Workflow Orchestrator: Designs and manages multi-step integration processes.
Message Queues: For asynchronous processing and decoupling systems.
API Gateway: Secures and manages API access for both systems.
Monitoring & Alerting: Provides real-time visibility and proactive issue detection.
Credential Vault: Securely stores API keys and OAuth tokens.

"A central iPaaS platform connects AuthorizeNet and Epic. AuthorizeNet uses webhooks for outbound events and API for inbound requests. Epic uses FHIR APIs (via Open Epic) for bi-directional data exchange and can send events. All communication is secured via TLS, and sensitive data is tokenized. A monitoring and alerting layer oversees the entire flow."

Pricing

Simple, transparent pricing for AuthorizeNet + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Innovative & Robust

How Middleware Integration Works

Benefits of Integrating AuthorizeNet

Integrating AuthorizeNet fosters greater efficiency and data accuracy. Automate your critical business processes to deliver consistently outstanding results.

Hover over the steps on the right to see detailed integration points.
Data Mapping

Data Entity Mapping

Explore how data flows between systems with intelligent field mapping and transformation logic.

Patient / CustomerProfile

Mapping Epic's core patient demographic and identifier data to AuthorizeNet's secure customer profile for payment processing.

AuthorizeNet Fields

id (MRN) name.given name.family address telecom (email, phone) gender birthDate

Epic Fields

customerProfileId merchantCustomerId email description (e.g., Epic MRN) billTo.firstName billTo.lastName billTo.address billTo.city billTo.state billTo.zip billTo.country

Mapping Notes

The Epic Patient's MRN (Medical Record Number) should be mapped to AuthorizeNet's `merchantCustomerId` for easy cross-referencing. Name and address fields require direct mapping, ensuring consistent patient identification across both systems.

Next Steps

See AuthorizeNet + Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo
Real-World Applications

Integration Use Cases

Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.

Automated Patient Payment Posting & Claims Reconciliation

When a patient pays for services via AuthorizeNet (e.g., co-pay at check-in, online bill pay), the transaction details are automatically posted to the patient's account in Epic, updating their financial ledger and claims status. This streamlines the revenue cycle and reduces manual data entry.

Integration Steps:

  1. 0 Patient initiates payment via a portal or at clinic (AuthorizeNet).
  2. 1 AuthorizeNet processes payment, generates 'Transaction' event.
  3. 2 iPaaS captures 'Transaction' webhook from AuthorizeNet.
  4. 3 iPaaS maps 'Transaction' data to Epic 'Claim' or 'Invoice' context.
  5. 4 iPaaS creates/updates 'Claim' or 'Encounter' payment records in Epic.
  6. 5 Epic's billing module reflects real-time payment status and balance.

Business Outcome

Accelerated claims processing, reduced manual reconciliation effort, improved cash flow, enhanced financial accuracy.

Frequency

Real-time, event-driven

Implementation Timeline

Go live with AuthorizeNet + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both AuthorizeNet and Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most AuthorizeNet + Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Technical Documentation

API Endpoints & Data Logic

Technical details for developers and architects.

Method Endpoint Purpose
POST createTransaction Process new patient payments (sale, auth, capture, refund, void) triggered by Epic workflows or patient portals.
POST createCustomerProfile Securely store patient billing and shipping profiles in CIM, initiated from Epic Patient data or patient portals.
POST createSubscription Establish recurring billing subscriptions based on Epic's ServiceRequest entities for chronic care or therapy plans.
POST getTransactionListForBatch Retrieve settled transactions for financial reconciliation with Epic's billing and accounting modules.
POST getUnsettledTransactionList Fetch pending transactions for pre-settlement adjustments or real-time payment status updates in Epic.

⚡ Transformation Logic

  • Standardize date/time formats between Epic (ISO 8601) and AuthorizeNet (UTC).
  • Map Epic MRN to AuthorizeNet `merchantCustomerId` for unique identification.
  • Transform Epic's `reasonCode` or `serviceCode` to AuthorizeNet's `description` or custom fields.
  • Convert Epic's status codes (e.g., 'fulfilled', 'cancelled') to AuthorizeNet's `status` for subscriptions and transactions.
  • Aggregate individual AuthorizeNet transactions into batch totals for Epic GL reconciliation.

🛡️ Error Handling

  • AuthorizeNet transaction decline (e.g., insufficient funds) -> iPaaS alerts Epic billing and patient.
  • Epic FHIR API validation error (e.g., invalid patient ID) -> iPaaS retries with corrected data or routes to manual review.
  • Network timeout during data transfer -> iPaaS retries with exponential backoff.
  • Data mapping mismatch -> iPaaS flags error, routes to data steward for correction.
Pricing

Simple, transparent pricing for AuthorizeNet + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Support & Information

Frequently Asked Questions

Common questions about integration implementation, security, and best practices.

Compliance & Security FAQs

▸ How does this integration ensure HIPAA and PCI DSS compliance?
The integration leverages AuthorizeNet's CIM for tokenization, ensuring sensitive card data never touches your systems, reducing PCI scope. All data in transit (TLS 1.2+) and at rest (AES-256) is encrypted. The iPaaS solution is HIPAA compliant, with strict access controls, audit trails, and Business Associate Agreements (BAAs) in place to protect PHI.

Workflow Automation FAQs

▸ Can I automate recurring patient billing for services like therapy or chronic care plans?
Absolutely. By integrating Epic's 'ServiceRequest' entity with AuthorizeNet's Automated Recurring Billing (ARB) service via the iPaaS, you can fully automate the creation, management, and processing of recurring payments, including dunning for failed payments, all while keeping Epic updated.

Data Flow FAQs

▸ What kind of patient data flows between Epic and AuthorizeNet?
Key data includes patient demographics (name, address, email) for 'CustomerProfile' creation, appointment/service details for payment context, and financial transaction data (amounts, statuses, refund details) for reconciliation. PHI is handled with utmost security, often tokenized or masked where possible.

Error Handling & Operations FAQs

▸ How does the integration handle payment failures or refunds initiated in Epic?
Payment failures from AuthorizeNet trigger real-time webhooks to the iPaaS, which can then initiate automated dunning workflows, patient notifications, and update Epic's billing status. Refunds initiated in Epic are processed by the iPaaS calling AuthorizeNet's Transaction API (REFUND/VOID), ensuring financial reversals are accurately recorded in both systems.

iPaaS Advantages FAQs

▸ What are the benefits of using an iPaaS for this integration compared to custom code?
An iPaaS provides pre-built connectors, low-code/no-code visual designers, robust error handling, scalable architecture, and centralized monitoring. This significantly reduces development time, complexity, and maintenance costs compared to custom coding, empowering business users and accelerating time-to-value while ensuring enterprise-grade reliability.

AI & Automation FAQs

▸ Can AI assist in managing fraud detection for patient payments?
Yes, AI can significantly augment AuthorizeNet's Advanced Fraud Detection Suite (AFDS). The iPaaS can route AFDS fraud scores and transaction data to an external AI service for deeper analysis and anomaly detection. This enables more sophisticated fraud prevention, automated routing of suspicious transactions for review, and reduced manual effort in fraud management.

Financial Reconciliation FAQs

▸ How do we reconcile daily AuthorizeNet settlements with Epic's General Ledger?
The iPaaS automates this by retrieving AuthorizeNet's 'SettlementBatch' data daily. It then processes individual transactions within the batch, matches them to corresponding 'Claim' or 'Encounter' payments in Epic, and posts aggregated totals (sales, refunds, fees) to the appropriate General Ledger accounts in Epic or your accounting system, ensuring accurate financial reporting.
Implementation Timeline

Go live with AuthorizeNet + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

1

Access Enabled

Secure connections established to both AuthorizeNet and Epic, with credentials and environments confirmed.

2

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

3

Go Live

Launch production-ready integration with monitoring, alerting, and support in place—typically within 2–4 weeks.

Time to Value

2–4 weeks

Typical implementation window from access granted to production go-live for most AuthorizeNet + Epic deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

Guided by Clarity experts with your team involved at key milestones.

Pricing

Simple, transparent pricing for AuthorizeNet + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$595 /mo

Billed annually • Includes one production integration pair

  • Unlimited transactions and API calls within fair-use limits.
  • Visual workflow designer and reusable mapping templates.
  • Monitoring, alerting, and access to Clarity’s support team.
View full pricing & options
Next Steps

See AuthorizeNet + Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

Start Free Trial Request Live Demo