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Chase Orbital Paymentech + Epic Integration

Clarity Connect™ integrates Chase Orbital Paymentech 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech and Epic.

  • Map custom patient attributes from Epic to Chase Orbital payment profiles.
  • Integrate custom invoice/order fields from Epic's billing module to Chase Orbital transactions.
  • Add custom metadata to payment transactions (e.g., department codes, cost centers) for enhanced reconciliation in Epic.
Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 patient attributes from Epic to Chase Orbital payment profiles.
  • Integrate custom invoice/order fields from Epic's billing module to Chase Orbital transactions.
  • Add custom metadata to payment transactions (e.g., department codes, cost centers) for enhanced reconciliation in Epic.

Robust Integration Architecture for Healthcare Payments

The integration architecture leverages a modern iPaaS as the central hub, facilitating secure, scalable, and resilient data exchange between Chase Orbital Paymentech and Epic. This avoids point-to-point complexities and ensures enterprise-grade connectivity.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks from Chase Orbital and Open Epic events for real-time updates.

Canonical Data Model: Defining a standardized intermediate data format within the iPaaS to simplify mapping between disparate schemas.

API Gateway Pattern: Centralizing API access, security, and rate limiting.

Message Queueing: Decoupling systems and handling asynchronous message processing for scalability.

Circuit Breaker Pattern: Preventing cascading failures during system outages.

Data Touchpoints

iPaaS Platform: Central orchestration engine, offering connectors, visual mapping, workflow designer, monitoring, and governance.
Chase Orbital Paymentech API Gateway: Securely processes payment transactions and provides settlement reports.
Epic FHIR API Gateway: Provides access to patient, encounter, claim, and other clinical data.
Event Bus/Queue: For asynchronous processing and handling high-volume event streams (e.g., payment webhooks, Epic events).
Secret Management Service: Securely stores API keys and credentials for both systems.
AI/ML Service: For advanced fraud detection, reconciliation anomaly detection, and intelligent data mapping.
Monitoring & Alerting System: Real-time dashboards and configurable alerts for operational visibility.

"Conceptual Diagram: 'Patient Portal/Front Desk' -> 'iPaaS' -> 'Chase Orbital Paymentech' (for payments) and 'Epic EHR' (for patient/encounter/billing). Bidirectional arrows between iPaaS and both systems. iPaaS also connects to 'AI/ML Engine' for fraud/reconciliation and 'Secret Management'. 'Monitoring & Alerting' layer over iPaaS."

Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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 Chase Orbital Paymentech

Integrating Chase Orbital Paymentech 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 (Epic) / Customer (Chase Orbital Paymentech)

Linking patient demographic and identifier information from Epic to a customer profile in Chase Orbital Paymentech for payment processing and personalized billing.

Chase Orbital Paymentech Fields

id (Epic Patient ID) identifier (MRN, SSN - securely handled) name (firstName, lastName) telecom (email, phone) address (billingAddress) birthDate

Epic Fields

customerId (CRM/ERP) orbitalCustomerId (if applicable) firstName lastName email billingAddress

Mapping Notes

A unique identifier (e.g., Epic Patient ID or MRN) must be consistently mapped to `customerId` in Chase Orbital or a linked system. PHI (Protected Health Information) must be handled with utmost care, only transmitting necessary and minimal data for payment processing. Tokenization of payment methods is critical to avoid storing sensitive cardholder data in Epic or intermediary systems.

Next Steps

See Chase Orbital Paymentech + 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.

Real-time Patient Payment & Encounter Sync

Patients make payments for services (co-pays, deductibles, outstanding balances) via various channels. The integration ensures these payments are immediately processed through Chase Orbital Paymentech and the corresponding transaction details, payment status, and patient financial obligations are updated in Epic's billing and encounter modules in real-time.

Integration Steps:

  1. 0 Patient initiates payment via patient portal, point-of-sale, or call center.
  2. 1 Payment details are securely tokenized and processed by Chase Orbital Paymentech.
  3. 2 Successful transaction event is captured by iPaaS.
  4. 3 iPaaS maps transaction data (amount, status, transactionId) to Epic's Invoice/Encounter/Claim entities.
  5. 4 Epic's billing system is updated with payment status, reducing outstanding balance.
  6. 5 Patient receives automated payment confirmation.

Business Outcome

Accelerated payment collection, improved patient satisfaction, reduced manual data entry, real-time financial visibility within Epic.

Frequency

Real-time

Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 /sale Process immediate patient payments (co-pays, deductibles) for services rendered, combining authorization and capture.
POST /refund Initiate full or partial refunds for patient payments, triggered by Epic's financial adjustments.
GET /status Retrieve real-time status of a specific payment transaction, critical for updating Epic's billing records.
POST /authorize Pre-authorize patient payments (e.g., for upcoming procedures, subscription-based care plans) with later capture upon service delivery.
GET/DOWNLOAD /settlementReport (via SFTP/API) Retrieve daily aggregated transaction data for financial reconciliation with Epic's general ledger.

⚡ Transformation Logic

  • Identifier Mapping: Ensure consistent mapping of `Epic.Patient.id` to `Orbital.Customer.customerId` and `Epic.Encounter.id` to `Orbital.Order.orderId` for accurate cross-system referencing.
  • Status Harmonization: Standardize payment status codes (e.g., 'Paid', 'Pending', 'Refunded') between Chase Orbital and Epic's various financial fields.
  • Amount Normalization: Ensure currency and decimal precision are consistent for all financial transactions and reports.
  • PHI Masking/Tokenization: Sensitive cardholder data is tokenized by Chase Orbital. PHI from Epic is masked or not transmitted unless absolutely necessary and encrypted for payment context.
  • Date/Time Formatting: Standardize date and time formats (e.g., ISO 8601) for transaction timestamps and settlement dates.

🛡️ Error Handling

  • Payment Gateway Downtime: iPaaS implements circuit breakers and retries. Alerts are sent.
  • Invalid Patient ID in Epic: iPaaS validates data before sending. If invalid, the transaction is logged, and an alert is sent for manual correction.
  • FHIR API Rate Limits Exceeded: iPaaS throttles requests and retries with exponential backoff.
  • Data Transformation Errors: Invalid data formats or missing mandatory fields lead to messages in dead-letter queues for review.
  • Reconciliation Discrepancies: Automated flags and reports detailing missing or mismatched transactions.
Pricing

Simple, transparent pricing for Chase Orbital Paymentech + 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.

General Benefits FAQs

▸ What is the primary benefit of integrating Chase Orbital Paymentech with Epic?
The primary benefit is achieving end-to-end payment orchestration and automation within the healthcare revenue cycle. It seamlessly links patient payments to Epic's clinical and financial records, reducing manual effort, accelerating cash flow, improving data accuracy, and enhancing patient financial transparency.

Security & Compliance FAQs

▸ How does this integration ensure HIPAA and PCI DSS compliance?
The integration leverages Chase Orbital's tokenization to prevent storing raw card data, uses end-to-end encryption (TLS 1.2+ at transit, AES-256 at rest), enforces strict access controls, and provides comprehensive audit trails. The iPaaS platform is designed to be HIPAA-compliant, and Business Associate Agreements (BAAs) are in place, ensuring PHI and payment data security.

Workflow Automation FAQs

▸ Can I automate patient co-pays and deductibles with this integration?
Absolutely. The integration allows for real-time processing of patient co-pays, deductibles, and other payments directly through Chase Orbital Paymentech. Upon successful transaction, Epic's billing module is instantly updated, providing a seamless and accurate financial record for the patient encounter.

AI Capabilities FAQs

▸ What role does AI play in enhancing Chase Orbital Paymentech and Epic integrations?
AI significantly augments these integrations by providing intelligent fraud detection for payments, automating reconciliation of settlement reports against Epic's ledger, suggesting complex data mappings for clinical codes to financial categories, and enabling predictive analytics for payment failures or chargebacks. This leads to higher data quality and reduced operational costs.

Implementation & Development FAQs

▸ How does an iPaaS handle different environments (Dev, QA, Prod) for Epic and Orbital integrations?
A modern iPaaS facilitates robust environment promotion pipelines. You can configure separate connections and workflows for Dev, QA, and Production environments, ensuring changes are thoroughly tested in isolated sandboxes before deployment to live systems. This maintains stability, reduces risks, and supports version control for all integration assets.

Financial Operations FAQs

▸ How are chargebacks and refunds managed between Epic and Chase Orbital Paymentech?
The iPaaS automates this. When a refund is initiated in Epic, it triggers a request to Chase Orbital. For chargebacks, Orbital notifies the iPaaS, which then automatically creates a case in Epic, populating it with relevant transaction and patient data for the dispute resolution team, streamlining the entire process.

Advanced Workflows FAQs

▸ Can this integration support recurring patient payments for subscription-based care models?
Yes. The integration leverages Chase Orbital's capabilities for recurring billing. If Epic is configured for subscription-based care, the iPaaS can automate recurring payments, manage payment methods, handle retries for failed payments (dunning), and update subscription statuses in Epic in real-time, improving revenue retention for these models.

Operations & Support FAQs

▸ What kind of monitoring is recommended for this integration?
Real-time monitoring of transaction volumes, API response times, error rates, and data synchronization status is crucial. The iPaaS provides a centralized dashboard for these metrics, along with configurable alerts for anomalies or critical failures, ensuring proactive issue detection and resolution for both payment processing and Epic data updates.
Implementation Timeline

Go live with Chase Orbital Paymentech + 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 Chase Orbital Paymentech 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 Chase Orbital Paymentech + 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 Chase Orbital Paymentech + 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 Chase Orbital Paymentech + 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