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Unify Dynamics AX & Epic EHR: Transform Healthcare Operations

Connect your ERP and EHR for real-time patient billing, supply chain, and financial data synchronization. Accelerate revenue cycles and enhance patient care with intelligent automation.

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The Challenge

The Disconnect Between Clinical Care and Business Operations

Healthcare organizations often struggle with a fragmented technology landscape where clinical systems like Epic EHR operate in silos from enterprise resource planning (ERP) systems like Dynamics AX. This disconnect leads to operational inefficiencies, financial inaccuracies, and delayed patient care.

  • Manual data entry and reconciliation between Epic and AX
  • Delayed patient billing and claims processing
  • Inaccurate inventory management for medical supplies
  • Lack of real-time financial visibility into clinical operations
  • Compliance risks due to inconsistent data across systems
  • High administrative costs and resource drain
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Unified Healthcare Operations

Our iPaaS-powered solution provides a seamless, real-time bridge between Dynamics AX and Epic EHR, automating critical workflows and ensuring data consistency across your clinical and financial ecosystems. Leverage pre-built connectors, low-code tools, and AI-driven capabilities to transform your healthcare operations.

  • Bidirectional data synchronization for patient, billing, and supply data
  • Pre-built connectors for Dynamics AX (AIF, Data Entities) and Epic (FHIR R4, Open Epic)
  • Visual, low-code workflow designer for rapid integration development
  • AI-assisted data mapping and transformation engine
  • Real-time event-driven architecture for instant data updates
Implementation Timeline

Go live with Dynamics AX + 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 Dynamics AX 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 Dynamics AX + 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

  • Bidirectional data synchronization for patient, billing, and supply data
  • Pre-built connectors for Dynamics AX (AIF, Data Entities) and Epic (FHIR R4, Open Epic)
  • Visual, low-code workflow designer for rapid integration development
  • AI-assisted data mapping and transformation engine
  • Real-time event-driven architecture for instant data updates
  • Robust error handling, logging, and monitoring dashboards
  • Comprehensive security and compliance features (HIPAA, GDPR)

Technical Integration Details: Connecting AX and Epic

Our iPaaS solution provides a robust, secure, and scalable framework for integrating Dynamics AX and Epic EHR. It leverages the best of both systems' API capabilities, orchestrating complex data flows with low-code tools and AI-driven intelligence.

Data Flow Steps

Connection & Authentication: Establish secure connections using Dynamics AX AIF services (X.509 certificates, service accounts) or Data Entities, and Epic's FHIR R4 APIs (OAuth 2.0 with SMART on FHIR/client credentials).

Event & Data Capture: Utilize Epic's Open Epic eventing or FHIR API polling for real-time clinical data, and Dynamics AX AIF services or database triggers for ERP data changes.

Data Mapping & Transformation: Employ a visual, AI-assisted mapping canvas to transform complex FHIR resources (e.g., Patient, Claim) into Dynamics AX entities (e.g., Customer, Invoice) and vice-versa, applying business logic and canonical data models.

Workflow Orchestration: Design multi-step, conditional workflows to manage data flow directionality, error handling, and retry logic across systems.

Validation & Harmonization: Implement robust data validation rules and harmonization techniques (e.g., LOINC/SNOMED CT to AX item groups) to ensure data quality and consistency.

Deployment & Monitoring: Deploy integrations across Dev, QA, and Production environments with version control. Monitor performance, errors, and data flow from a centralized dashboard.

Data Touchpoints

Epic: Patient (FHIR: Patient) <-> Dynamics AX: Customer
Epic: Appointment (FHIR: Appointment) <-> Dynamics AX: Sales Order (for service scheduling/billing prep)
Epic: Claim (FHIR: Claim) <-> Dynamics AX: Invoice (Sales/Free Text)
Epic: ServiceRequest (FHIR: ServiceRequest - e.g., lab order) <-> Dynamics AX: General Ledger Journal (for costing/billing)
Epic: Observation (FHIR: Observation - e.g., supply usage) <-> Dynamics AX: Inventory Journal (for stock adjustments)
Dynamics AX: Product (Item) <-> Epic: Medical Supply Item (internal or custom entity)
Dynamics AX: Vendor <-> Epic: Organization (for supplier data)
Dynamics AX: General Ledger Journal <-> Epic: Revenue Cycle Management (for financial reconciliation)

"Dynamics AX <-> iPaaS <-> Epic EHR. Data flows: Patient/Customer Master Sync (bi-directional), Claims/Invoicing (Epic to AX), Payments (Epic to AX), Supply Items/Purchase Orders (AX to Epic, Epic to AX). iPaaS handles authentication, transformation, orchestration, and error handling."

Pricing

Simple, transparent pricing for Dynamics AX + 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 Dynamics AX

Integrating Dynamics AX 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

Key Data Entities & Intelligent Mapping between Dynamics AX and Epic

Our iPaaS provides a visual, AI-assisted mapping canvas to reconcile the complex data structures of Epic EHR and Dynamics AX ERP. We ensure accurate, compliant, and intelligent data transformation at the field level.

Patient (Epic) / Customer (Dynamics AX)

Synchronizing core demographic and identification data for individuals receiving healthcare services (Epic) with the financial customer master in the ERP (AX).

Dynamics AX Fields

CustAccount Name PartyId Currency PaymentTerms CreditLimit CustGroup Address (Street, City, State, Zip) Contact Persons (Name, Phone, Email)

Epic Fields

id (Epic ID) identifier (MRN, SSN) name (given, family) gender birthDate address (line, city, state, postalCode) telecom (phone, email)

Mapping Notes

Epic's `Patient.identifier` (MRN, SSN) is critical for matching and deduplicating with `CustAccount` or a custom identifier in AX. `Patient.name` maps to AX `Name`, `Patient.address` to AX `Address` (with type mapping for 'Invoice'/'Delivery'). `Patient.telecom` maps to AX `Contact Persons` or direct fields. AI assists in suggesting best-fit fields and identifying potential data quality issues.

Next Steps

See Dynamics AX + 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 Claims to AX Invoicing

Seamlessly transfer patient claim data from Epic EHR to Dynamics AX, automating invoice generation, accounts receivable updates, and payment reconciliation for faster revenue cycles.

Integration Steps:

  1. 0 Patient encounter concludes in Epic, generating a FHIR Claim resource.
  2. 1 iPaaS captures the Epic Claim event via Open Epic FHIR API.
  3. 2 Claim data (patient, services, provider, payer) is transformed into AX-compatible invoice and customer data.
  4. 3 iPaaS creates a Sales Invoice or Free Text Invoice in Dynamics AX, linking to or creating a Customer record.
  5. 4 Payment status updates from AX are synced back to Epic for full visibility.

Business Outcome

Accelerated revenue collection, reduced manual billing errors, improved cash flow, enhanced financial reporting accuracy.

Frequency

Real-time / Near Real-time (event-driven)

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerated Revenue Cycle
Automate claims submission and AR posting from Epic to Dynamics AX, significantly reducing manual effort and accelerating payment processing.
Enhanced Data Accuracy
Eliminate manual data entry errors and ensure real-time consistency of patient, billing, and inventory data across both systems.
Optimized Supply Chain
Synchronize medical supply inventory and automate reorders between Epic and AX, reducing stockouts and minimizing holding costs.
Improved Operational Efficiency
Streamline complex workflows, freeing up clinical and administrative staff to focus on patient care and higher-value tasks.
Robust Compliance & Security
Ensure HIPAA, GDPR, and other regulatory compliance with end-to-end encryption, strict access controls, and comprehensive audit trails.
Real-time Financial Visibility
Connect clinical activities to financial outcomes, providing a unified view for better decision-making and strategic planning.
✨

Accelerated Revenue Cycle

30% Faster Billing

📋 What You Get

Automate claims submission and AR posting from Epic to Dynamics AX, significantly reducing manual effort and accelerating payment processing.

💼 Business Impact

This benefit directly contributes to 30% improvement in Faster Billing, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics AX + 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 Dynamics AX 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 Dynamics AX + 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 /AIF/SalesOrderService/create Creating sales orders in AX (e.g., for services scheduled in Epic).
POST /AIF/CustomerService/create Creating new customer records in AX from Epic patient data.
POST /AIF/VendInvoiceService/create Posting vendor invoices into AX (e.g., for medical supplies).
POST /AIF/GeneralLedgerJournalService/create Posting financial journal entries from Epic RCM to AX GL.
POST /AIF/InventItemService/update Updating product/item master data or inventory details in AX.
POST /AIF/PurchaseOrderService/create Creating purchase orders in AX based on Epic supply reorder triggers.

⚡ Transformation Logic

  • FHIR Patient to AX Customer: Map `name` components, `address` types, `telecom` details. Convert `gender` to AX lookup values. Generate unique `CustAccount` if not provided.
  • FHIR Claim to AX Invoice: Consolidate `Claim.item` lines into AX `InvoiceLines`. Map `productOrService` codes to AX `ItemId` or description. Set `InvoiceDate` from `Claim.billablePeriod.start`.
  • Epic Supply Data to AX Purchase Order: Map Epic item identifier to AX `ItemId`. Determine `VendAccount` based on item or preferred supplier. Map Epic quantity to AX `QtyOrdered`.
  • Epic RCM Summary to AX GL Journal: Map Epic revenue/payment categories to AX `AccountNum`. Populate `LedgerDimension` based on departmental or cost center data from Epic. Ensure debit/credit balance.

🛡️ Error Handling

  • Data Validation Failure: Epic data doesn't meet AX's required format (e.g., invalid `CustAccount`). Handled by dead-letter queue and notification.
  • API Endpoint Unavailable: Temporary outage of Epic FHIR API or AX AIF service. Handled by automatic retries with exponential backoff.
  • Business Logic Conflict: Attempting to create a duplicate customer in AX without proper deduplication. Handled by conflict resolution strategy or manual review.
  • Authentication Failure: Expired tokens or incorrect credentials. Handled by automatic token refresh or alert to security team.
  • Rate Limit Exceeded: Epic FHIR API rate limits hit. Handled by throttling and intelligent queuing.
Pricing

Simple, transparent pricing for Dynamics AX + 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 are the primary benefits of integrating Dynamics AX with Epic EHR?
Integrating Dynamics AX with Epic EHR streamlines patient billing, automates claims processing, optimizes medical supply chain management, and provides real-time financial visibility. It reduces manual effort, improves data accuracy, accelerates revenue cycles, and ensures compliance with healthcare regulations like HIPAA.

Technical Details FAQs

▸ How does your iPaaS handle the different data models of Epic (FHIR) and Dynamics AX?
Our iPaaS features a powerful, AI-assisted visual mapping engine. It translates Epic's FHIR R4 resources (e.g., Patient, Claim) into Dynamics AX's complex data entities (e.g., Customer, Invoice) and vice-versa. This includes harmonizing clinical terminologies with ERP item codes and applying custom business logic during transformation.
▸ How are errors handled in the integration between Epic and Dynamics AX?
Our iPaaS implements a multi-layered error handling strategy. This includes detailed logging, automatic retries with exponential backoff for transient issues, dead-letter queues for persistent errors, and automated notifications to relevant teams. AI-driven anomaly detection also helps proactively identify and mitigate potential issues.

Security & Compliance FAQs

▸ Is the integration HIPAA compliant?
Absolutely. Our iPaaS solution is designed with end-to-end security and compliance as a priority. This includes TLS 1.2+ encryption for data in transit, AES-256 encryption for data at rest, robust access controls, comprehensive audit trails, and support for Business Associate Agreements (BAAs) to ensure HIPAA compliance.

Use Cases FAQs

▸ Can I automate medical supply reorders from Epic to Dynamics AX?
Yes. Our integration solution can capture reorder triggers or low-stock alerts from Epic's supply management modules and automatically generate purchase orders in Dynamics AX. This ensures optimal inventory levels, reduces stockouts, and streamlines your procurement process.

AI Features FAQs

▸ What role does AI play in this integration solution?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies in data flows, automating data validation, and smart routing of exceptions. This reduces development time, improves data quality, and makes your integration pipelines more resilient and efficient.

Extensibility FAQs

▸ Can I integrate Dynamics AX with other Microsoft products like Dynamics 365 CRM or Power Platform alongside Epic?
Yes, our iPaaS is designed for enterprise-wide integration. It can seamlessly connect Dynamics AX with other Microsoft products (e.g., Dynamics 365 Sales, Power BI, Power Apps) as well as Epic EHR, creating a unified data ecosystem across your entire organization.

Support FAQs

▸ What kind of support is available during and after implementation?
We offer comprehensive support including dedicated implementation teams, expert consulting, training for your staff, and ongoing technical support with various SLA options. Our goal is to ensure your integration is successful and continues to operate smoothly.
Implementation Timeline

Go live with Dynamics AX + 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 Dynamics AX 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 Dynamics AX + 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 Dynamics AX + 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 Dynamics AX + 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