Integration Hero
Connect™

Unify Healthcare Operations: Dynamics NAV & Epic Integration

Bridge the gap between your financial management and clinical workflows. Automate data flow, enhance compliance, and drive efficiency with our AI-powered iPaaS solution.

Get Pricing

See how it works
The Challenge

The Disconnect Between Clinical Care and Financial Health

Healthcare organizations often struggle with disparate systems, leading to operational inefficiencies, data silos, and compliance risks. Manually reconciling patient data from Epic with financial records in Dynamics NAV creates a significant burden.

  • Manual data entry and reconciliation between Epic's patient records and NAV's financial ledgers.
  • Delayed revenue cycles due to slow claims processing and payment application.
  • Inaccurate inventory management for medical supplies, leading to stockouts or overstocking.
  • Lack of a unified view of patient and financial data, hindering strategic decision-making.
  • High risk of human error in data transfer, impacting billing accuracy and patient satisfaction.
  • Challenges in maintaining HIPAA compliance across disconnected systems.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration for Healthcare: Dynamics NAV & Epic

Our iPaaS solution provides a unified platform to seamlessly connect Dynamics NAV and Epic, automating critical workflows and ensuring real-time data synchronization. By leveraging advanced AI and low-code capabilities, we empower healthcare organizations to achieve operational excellence, financial accuracy, and regulatory compliance.

  • Pre-built, customizable connectors for Dynamics NAV and Epic (FHIR, OData/SOAP).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time, event-driven data synchronization capabilities.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Comprehensive error handling, logging, and automated retry mechanisms.
Implementation Timeline

Go live with Dynamics NAV + 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 NAV 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 NAV + 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

  • Pre-built, customizable connectors for Dynamics NAV and Epic (FHIR, OData/SOAP).
  • Visual, drag-and-drop workflow designer for rapid integration development.
  • Real-time, event-driven data synchronization capabilities.
  • AI-assisted data mapping, validation, and anomaly detection.
  • Comprehensive error handling, logging, and automated retry mechanisms.
  • Secure credential management and HIPAA-compliant data processing.
  • Scalable architecture to handle high volumes of healthcare data.
  • Centralized monitoring and governance dashboards.

Dynamics NAV & Epic: Technical Integration Overview

Our iPaaS acts as the central nervous system, orchestrating secure, real-time, and bidirectional data exchange between Dynamics NAV and Epic. We leverage the strengths of each system's API capabilities and enhance them with intelligent automation and robust error handling.

Data Flow Steps

Secure Connection: Establish authenticated connections to Dynamics NAV's Web Services (OData/SOAP) and Epic's FHIR APIs (via Open Epic, OAuth 2.0).

Event-Driven Triggers: Configure listeners for critical events in Epic (e.g., new Patient, updated Claim) and Dynamics NAV (e.g., new Sales Order, inventory change).

Data Extraction: Extract relevant data payloads from the source system in its native format.

Intelligent Transformation: Apply AI-assisted data mapping, cleansing, and validation rules to harmonize schemas and formats between Epic's FHIR entities and NAV's business objects.

Business Logic & Orchestration: Implement complex business rules, conditional logic, and multi-step workflows within the iPaaS canvas.

Data Ingestion: Ingest the transformed data into the target system via its respective APIs.

Error Handling & Monitoring: Log all transactions, manage retries for transient errors, and alert administrators for critical failures, ensuring data integrity.

Data Touchpoints

Epic Patient <-> NAV Customer
Epic Appointment <-> NAV Resource (for scheduling/billing)
Epic Encounter <-> NAV General Ledger Entry (for cost tracking)
Epic ServiceRequest (Lab Order/Referral) <-> NAV Purchase Order (for external services/supplies)
Epic Observation (Vitals/Device Data) <-> NAV Item (for inventory consumption)
Epic Claim <-> NAV Sales Invoice / NAV Payment
Epic Practitioner <-> NAV Resource
Epic Location <-> NAV Resource (for facility billing/cost centers)
NAV Item <-> Epic Item (for supply catalog)

"Epic (Patient, Claim, ServiceRequest, Observation) --- Event Listener/API Call ---> iPaaS (Extract, Transform, Validate, Orchestrate) --- API Call ---> Dynamics NAV (Customer, Sales Order, Sales Invoice, Item, Purchase Order, Payment) --- Confirmation/Status Update ---> iPaaS --- Event/API Call ---> Epic."

Pricing

Simple, transparent pricing for Dynamics NAV + 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 NAV

Integrating Dynamics NAV 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 Entities & Intelligent Data Mapping

The foundation of a robust Dynamics NAV and Epic integration lies in precisely mapping and transforming core business entities. Our iPaaS, enhanced with AI, simplifies this complex process, ensuring data integrity and consistency across your healthcare ecosystem.

Patient (Epic) / Customer (Dynamics NAV)

Synchronizes patient demographic and contact information from Epic's FHIR Patient resource to Dynamics NAV's Customer record, providing a unified view for billing and financial management.

Dynamics NAV Fields

No. Name Address City Post Code Country/Region Code Phone No. E-Mail Currency Code Customer Posting Group

Epic Fields

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

Mapping Notes

Epic's `identifier` (MRN) is typically mapped to a custom field or the `No.` field in NAV after ensuring uniqueness. Epic's `name` components are concatenated or mapped to specific `Name` fields. Address fields require careful parsing and standardization. A default `Customer Posting Group` might be assigned in NAV.

Next Steps

See Dynamics NAV + 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.

Patient Onboarding to Customer Creation & Billing

When a new patient is registered in Epic, their demographic and insurance information is automatically synchronized to Dynamics NAV, creating a new customer record and initiating the billing process.

Integration Steps:

  1. 0 New Patient (FHIR: Patient) record created/updated in Epic.
  2. 1 Epic triggers an event (e.g., via Open Epic eventing or webhook).
  3. 2 iPaaS captures the Patient data.
  4. 3 AI-assisted mapping transforms FHIR Patient data fields to NAV Customer fields (e.g., Patient.name to Customer.Name, Patient.address to Customer.Address).
  5. 4 iPaaS creates or updates a Customer record in Dynamics NAV.
  6. 5 Associated insurance/billing details from Epic can trigger initial Sales Invoice creation or billing setup in NAV.

Business Outcome

Instantaneous customer record creation, reduced data entry errors, accelerated initial billing setup, and a unified patient-customer identity across systems.

Frequency

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 payment reconciliation, drastically reducing Days Sales Outstanding (DSO) and improving cash flow.
Enhanced Data Accuracy & Compliance
Eliminate manual errors and ensure consistent, HIPAA-compliant patient and financial data across Epic and Dynamics NAV.
Operational Efficiency Gains
Automate repetitive tasks in billing, procurement, and patient management, freeing up staff for higher-value activities.
Unified View of Healthcare Finances
Gain a comprehensive, real-time understanding of your organization's financial health, linking clinical operations to profitability.
Optimized Supply Chain Management
Synchronize medical supply consumption in Epic with inventory and purchasing in NAV, minimizing waste and preventing stockouts.
Rapid Integration & Agility
Leverage low-code/no-code tools and AI to build and modify integrations faster, adapting quickly to evolving business needs.
✨

Accelerated Revenue Cycle

25% faster Revenue Cycle

📋 What You Get

Automate claims submission and payment reconciliation, drastically reducing Days Sales Outstanding (DSO) and improving cash flow.

💼 Business Impact

This benefit directly contributes to 25% faster improvement in Revenue Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Dynamics NAV + 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 NAV 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 NAV + 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
GET, POST, PATCH, DELETE /ODataV4/Company('CompanyName')/Customers Create, retrieve, and update customer records (mapping from Epic Patients).
GET, PATCH /ODataV4/Company('CompanyName')/Items Retrieve item master data and update inventory levels (for medical supplies).
GET, POST, PATCH /ODataV4/Company('CompanyName')/SalesOrders Create sales orders (e.g., for services rendered) and track their status.
GET, POST /ODataV4/Company('CompanyName')/SalesInvoices Generate and retrieve sales invoices (from Epic Claims).
GET, POST, PATCH /ODataV4/Company('CompanyName')/PurchaseOrders Create purchase orders (for medical supplies/services from Epic workflows).
POST /ODataV4/Company('CompanyName')/GenJournalLines Post general journal entries, including payment applications (Cash Receipt Journal) and financial adjustments.
GET, POST, PATCH /ODataV4/Company('CompanyName')/Resource Manage resource records for practitioners and locations.

⚡ Transformation Logic

  • Identifier Harmonization: Map Epic's MRN (Medical Record Number) to a unique 'External ID' field in NAV's Customer entity, ensuring a consistent cross-system identifier.
  • Address Standardization: Parse and reformat Epic's unstructured address fields (line, city, state, postalCode) into NAV's specific address lines, applying country-specific formatting.
  • Code Translation: Convert Epic's clinical service codes (e.g., CPT, HCPCS) to Dynamics NAV's item numbers or general ledger account codes for accurate billing and cost tracking.
  • Date/Time Conversion: Adjust date and time formats to ensure compatibility between Epic (ISO 8601) and NAV's regional settings.
  • Currency Conversion: Automatically convert transaction amounts between different currencies if required, leveraging exchange rates within NAV or external services.
  • Status Mapping: Translate Epic's claim or appointment statuses into corresponding status codes or flags in NAV (e.g., 'Claim.status: active' to 'Sales Invoice.Status: Open').

🛡️ Error Handling

  • API Downtime: Epic or NAV API is temporarily unavailable. (Mitigation: Exponential back-off retries, circuit breaker, alerts).
  • Data Validation Failure: Epic sends an invalid address, or NAV rejects a Sales Invoice due to missing customer. (Mitigation: AI-assisted pre-validation, data cleansing, dead-letter queue for manual correction).
  • Duplicate Record Creation: A patient already exists in NAV but Epic sends new patient data. (Mitigation: Intelligent duplicate detection logic based on multiple fields, configurable merge/reject strategy).
  • Schema Mismatch: A new field is added in Epic not yet mapped in iPaaS. (Mitigation: Schema drift detection, AI suggests new mappings, alerts).
  • Rate Limit Exceeded: Epic's FHIR API returns a 429 error. (Mitigation: Dynamic throttling, queuing, exponential backoff).
Pricing

Simple, transparent pricing for Dynamics NAV + 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.

Benefits FAQs

▸ What are the primary benefits of integrating Dynamics NAV and Epic?
The primary benefits include accelerated revenue cycle management, enhanced data accuracy and HIPAA compliance, optimized medical supply chain, a unified view of patient and financial data, and significant operational efficiency gains by automating manual processes between the two systems.

Security & Compliance FAQs

▸ How does this integration handle Protected Health Information (PHI) and ensure HIPAA compliance?
Our iPaaS solution is designed with HIPAA compliance in mind. We implement end-to-end encryption (TLS 1.2+ for data in transit, AES-256 for data at rest), strict access controls, data masking for non-production environments, and maintain comprehensive audit trails. We also offer Business Associate Agreements (BAAs) to ensure shared responsibility for PHI protection.

Use Cases FAQs

▸ Can I automate billing from Epic into Dynamics NAV?
Absolutely. Our integration automates the process of converting finalized patient claims from Epic's FHIR Claim resource into Sales Invoices in Dynamics NAV. It can also reconcile incoming payments (from payment gateways) by automatically creating Cash Receipt Journal entries in NAV, significantly streamlining your billing and accounts receivable.
▸ Is it possible to synchronize medical supply inventory between Epic and Dynamics NAV?
Yes, our solution enables seamless synchronization of medical supply inventory. Consumption recorded in Epic (e.g., via medical device data or lab orders) can trigger updates to item inventory levels in Dynamics NAV. This can also automate the generation of purchase requisitions and purchase orders in NAV to ensure optimal stock levels and streamline procurement.

AI Features FAQs

▸ What role does AI play in the Dynamics NAV and Epic integration?
AI enhances the integration by providing intelligent data mapping suggestions, automated data validation to prevent errors, anomaly detection for unusual data patterns (e.g., fraudulent claims), and even suggesting workflow optimizations. This reduces manual effort, improves data quality, and introduces predictive capabilities into your integration pipelines.

Technical FAQs

▸ How do you handle authentication for Dynamics NAV and Epic APIs?
For Dynamics NAV, we typically use Web Service Access Keys (username/key) or Windows Authentication. For Epic, we leverage OAuth 2.0 via Open Epic FHIR APIs. Our iPaaS securely manages and rotates these credentials within an encrypted vault, ensuring robust and compliant authentication for all integration touchpoints.
▸ How does the integration ensure real-time data consistency?
We primarily adopt an event-driven architecture, leveraging Epic's FHIR events and intelligently polling Dynamics NAV's OData feeds for changes. This means data updates (e.g., new patient registration, claim status change) are captured and processed almost instantly, ensuring that both systems reflect the most current information.

Customization FAQs

▸ What if we have custom fields in Epic or Dynamics NAV? Can they be integrated?
Yes, our iPaaS supports the integration of custom fields from both systems. Our visual mapping tool allows you to easily map custom Epic extensions or custom fields in NAV to their counterparts. AI can even assist in suggesting mappings for these custom fields, ensuring full data fidelity across your unique configurations.
Implementation Timeline

Go live with Dynamics NAV + 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 NAV 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 NAV + 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 NAV + 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 NAV + 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