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Epic Infor Integration: Unifying Clinical & Operational Workflows

Break down data silos between your EHR and ERP. Achieve real-time visibility, automate critical processes, and drive efficiency across your healthcare enterprise with a unified platform.

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The Challenge

The Challenge: Disconnected Clinical & Business Operations

In the complex healthcare landscape, Epic and Infor are powerful systems, but operating them in silos creates significant operational inefficiencies, financial leakages, and risks to patient care. Manual processes bridge these gaps, leading to errors, delays, and frustrated staff.

  • Manual data entry between Epic and Infor for billing, inventory, or patient demographics.
  • Delayed or inaccurate financial reporting due to fragmented clinical and administrative data.
  • Suboptimal supply chain management, leading to stockouts or excess inventory of critical medical supplies.
  • Lack of a unified 'Patient-to-Customer' view, impacting patient engagement and billing accuracy.
  • Inefficient employee/practitioner onboarding and credentialing processes.
  • Compliance risks from inconsistent data handling across systems.
Integration Diagram
Solution Illustration
The Solution

The Solution: Seamless Epic Infor Integration with an Intelligent iPaaS

Our intelligent iPaaS platform provides a robust, scalable, and compliant solution to integrate Epic EHR and Infor ERP. By leveraging Epic's FHIR APIs and Infor's comprehensive API suite, we enable real-time, bidirectional data flow, automate complex cross-system workflows, and provide a unified view of your healthcare enterprise.

  • Pre-built Connectors for Epic (FHIR) and Infor
  • Visual Low-Code/No-Code Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-Time Event-Driven Architecture
  • Robust Error Handling & Monitoring
Implementation Timeline

Go live with Epic + Infor 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 Epic and Infor, 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 Epic + Infor 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 Connectors for Epic (FHIR) and Infor
  • Visual Low-Code/No-Code Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-Time Event-Driven Architecture
  • Robust Error Handling & Monitoring
  • Comprehensive Data Governance & Security

Technical Integration Details: Epic & Infor Data Flow

Our iPaaS provides the architecture to seamlessly connect Epic and Infor, facilitating robust, secure, and compliant data exchange. We leverage native APIs, event-driven triggers, and a flexible data transformation engine to orchestrate complex healthcare workflows.

Data Flow Steps

Secure Connection Establishment: Utilize pre-built, certified connectors for Epic FHIR and Infor APIs, establishing secure OAuth 2.0 or API key-based authentication.

Event Listener/Polling Configuration: Configure iPaaS to listen for Epic Open Epic events (e.g., new Patient, updated Appointment, completed Encounter) or Infor webhooks (e.g., new Sales Order, updated Inventory). For less critical data, scheduled polling is an option.

Data Extraction: Extract relevant data entities (e.g., Epic Patient, Claim; Infor Customer, Invoice) from the source system via its respective API endpoint.

Data Transformation & Harmonization: Apply visual mapping and low-code transformation rules to convert data formats, standardize vocabularies (LOINC, SNOMED CT for Epic; Infor's internal codes), and enrich data as needed.

Business Logic & Validation: Implement conditional logic, data validation rules, and AI-driven anomaly detection to ensure data integrity and compliance before writing to the target system.

Data Ingestion: Ingest the transformed data into the target system via its API endpoints, ensuring proper record creation or updates.

Error Handling & Monitoring: Implement intelligent retry mechanisms, dead-letter queues, and real-time monitoring dashboards to detect and resolve integration failures proactively.

Audit & Logging: Maintain comprehensive audit trails of all data transactions for compliance and troubleshooting.

Data Touchpoints

Epic Patient ↔ Infor Customer
Epic Appointment ↔ Infor Sales Order (for services)
Epic Encounter ↔ Infor Invoice (for billing)
Epic ServiceRequest ↔ Infor Purchase Order (for referrals/external services)
Epic Observation ↔ Infor Inventory Item (for consumption/reorder)
Epic Claim ↔ Infor Invoice / Payment Transaction
Epic Practitioner ↔ Infor Employee

"Epic EHR <-> iPaaS <-> Infor ERP 1. Epic: Patient/Encounter/Claim Events -> iPaaS (FHIR APIs) 2. iPaaS: Data Transformation, Validation, AI Mapping 3. iPaaS -> Infor: Customer/Invoice/Inventory/PO (Infor APIs) 4. Infor: Updates/Events -> iPaaS (Infor APIs/Webhooks) 5. iPaaS: Data Transformation, Validation 6. iPaaS -> Epic: Observation/Claim Status/Practitioner Updates (FHIR APIs)"

Pricing

Simple, transparent pricing for Epic + Infor.

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 Epic

Integrating Epic 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

Effective Epic Infor integration hinges on precise mapping and transformation of core entities. Our iPaaS provides a visual canvas, augmented by AI, to harmonize complex data models like Epic's FHIR resources and Infor's business entities.

Patient (Epic) / Customer (Infor)

The central entity representing an individual receiving healthcare services (Epic) and the corresponding business entity for billing, sales, and service (Infor).

Epic Fields

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

Infor Fields

CustomerID CustomerName BillingAddress ShippingAddress ContactEmail PhoneNumber PaymentTerms CreditLimit

Mapping Notes

Requires robust identifier mapping (e.g., MRN to a custom Infor Customer field or external ID). Name and address fields need careful harmonization due to different data structures. PHI considerations are paramount.

Next Steps

See Epic + Infor 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 & Financial Setup

Automate the creation of a 'Customer' record in Infor whenever a new 'Patient' is registered in Epic, ensuring immediate financial setup and billing readiness.

Integration Steps:

  1. 0 New Patient registered in Epic (FHIR: Patient POST).
  2. 1 Epic event triggers iPaaS workflow.
  3. 2 iPaaS extracts Patient demographics (name, address, telecom, identifiers).
  4. 3 Data mapped and transformed to Infor's Customer entity.
  5. 4 New Customer record created in Infor with relevant billing details.

Business Outcome

Instant financial record creation, reduced manual data entry, improved billing accuracy, faster patient service initiation.

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, significantly reducing manual effort and processing time from Epic to Infor, leading to faster reimbursement.
Optimized Supply Chain
Achieve real-time inventory visibility and automated reordering of medical supplies between Epic and Infor, minimizing stockouts and reducing carrying costs.
Enhanced Data Accuracy & Consistency
Eliminate manual data entry and ensure accurate, consistent patient and financial data across Epic and Infor, reducing errors and improving decision-making.
Improved Operational Efficiency
Automate cross-system workflows like patient onboarding, billing, and resource management, freeing up staff to focus on patient care.
Strengthened Compliance & Security
Maintain HIPAA, GDPR, and other regulatory compliance with end-to-end encryption, strict access controls, and comprehensive audit trails for all integrated data flows.
Unified Patient & Business Insights
Gain a holistic view of patient journeys and business operations by combining clinical and administrative data, enabling better strategic planning and resource allocation.
Faster Time-to-Value
Leverage low-code/no-code tools and pre-built connectors to deploy robust Epic Infor integrations rapidly, realizing benefits much sooner.
✨

Accelerated Revenue Cycle

20-30% Reduction in claims processing time

📋 What You Get

Automate claims submission and payment reconciliation, significantly reducing manual effort and processing time from Epic to Infor, leading to faster reimbursement.

💼 Business Impact

This benefit directly contributes to 20-30% improvement in Reduction in claims processing time, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Epic + Infor 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 Epic and Infor, 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 Epic + Infor 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, GET, PUT /api/FHIR/R4/Patient Manage patient demographics, identifiers, and contact information. Critical for syncing with Infor's Customer master data.
POST, GET, PUT /api/FHIR/R4/Appointment Manage scheduled patient encounters. Can be linked to Infor for resource scheduling or service billing.
POST, GET /api/FHIR/R4/Observation Record and retrieve clinical observations, lab results, and vital signs. Used for medical device data integration and potentially supply consumption tracking.
POST, GET /api/FHIR/R4/ServiceRequest Create and retrieve general service requests, including lab orders, radiology orders, and referrals. Can trigger procurement in Infor.
POST, GET /api/FHIR/R4/Claim Submit and retrieve healthcare claims for billing purposes. Directly integrates with Infor's invoicing and payment processing.
POST, GET, PUT /api/FHIR/R4/Practitioner Manage healthcare provider information. Essential for synchronizing with Infor's Employee data.

⚡ Transformation Logic

  • Data Type Conversion: Convert Epic's FHIR data types (e.g., `dateTime`, `CodeableConcept`) to Infor's corresponding types (e.g., `string`, `decimal`).
  • Value Mapping: Translate Epic's clinical codes (LOINC, SNOMED CT) to Infor's internal product/service codes for billing or inventory management.
  • Field Concatenation/Splitting: Combine multiple Epic name fields into a single Infor CustomerName, or split Infor addresses into Epic's structured address components.
  • Conditional Logic: Apply rules based on data values (e.g., if Epic 'Claim.status' is 'adjudicated', update Infor 'Invoice.Status' to 'Paid').
  • Data Enrichment: Augment data with additional information from lookup tables or external services (e.g., NPI validation).
  • PHI Masking/Tokenization: Mask or tokenize sensitive PHI fields for non-production environments or specific data transfers.

🛡️ Error Handling

  • API Rate Limit Exceeded: iPaaS automatically throttles and retries with exponential backoff.
  • Data Validation Failure: Message quarantined in dead-letter queue; AI suggests corrections or alerts for manual review.
  • Network Connectivity Issue: Automatic retries; alert if persistent.
  • Authentication Failure: Alerts security team; automatic token refresh if applicable.
  • Schema Mismatch: Alerts development team; provides tools for rapid schema update and re-deployment.
Pricing

Simple, transparent pricing for Epic + Infor.

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.

Technical FAQs

▸ What is the primary method for integrating Epic EHR with Infor ERP?
The primary method involves leveraging Epic's comprehensive FHIR (Fast Healthcare Interoperability Resources) APIs, often accessed through 'Open Epic', combined with Infor's robust RESTful APIs. A modern iPaaS (Integration Platform as a Service) orchestrates these connections, handling data transformation, routing, and error management to ensure seamless, real-time data exchange.

iPaaS Benefits FAQs

▸ How does an iPaaS enhance Epic Infor integration capabilities?
An iPaaS provides a centralized, low-code/no-code platform with pre-built connectors for both Epic and Infor. It simplifies complex integrations, enables real-time, bidirectional data flow, facilitates advanced data mapping and transformation, ensures robust error handling, and offers comprehensive monitoring and governance. This goes beyond traditional point-to-point integrations by offering scalability, resilience, and accelerated development.

Use Cases FAQs

▸ Can this integration automate clinical and financial workflows?
Absolutely. This integration enables extensive automation across both clinical and administrative workflows. Examples include automated patient registration in Epic triggering customer creation in Infor, real-time claims submission from Epic to Infor, automated supply reordering based on Epic consumption data, and synchronized employee/practitioner data from Infor HCM to Epic for scheduling and credentialing.

AI Features FAQs

▸ What role does AI play in Epic Infor integration?
AI significantly augments Epic Infor integration by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection for data quality issues, predictive analytics for operational insights, smart routing of transactions, and autonomous exception handling. AI reduces manual effort, improves data accuracy, and makes integration pipelines more resilient and efficient.

Security & Compliance FAQs

▸ How do we ensure data security and HIPAA compliance with Epic Infor integrations?
Ensuring data security and HIPAA compliance is paramount. Our solution enforces end-to-end encryption (TLS 1.2+ for data in transit, AES-256 for data at rest), strict access controls (OAuth 2.0, least privilege), comprehensive audit trails, and regular security assessments. We also provide a Business Associate Agreement (BAA) and implement data masking/anonymization for non-production environments.

Performance FAQs

▸ How are Epic API rate limits and Infor performance bottlenecks managed?
We manage API rate limits and performance bottlenecks through intelligent queuing and throttling mechanisms within the iPaaS. This includes utilizing batch processing for non-real-time updates, asynchronous processing for event-driven architectures, and implementing smart retry policies with exponential backoff. Proactive monitoring and optimized data mapping also contribute to better performance and system stability.

Customization FAQs

▸ Can custom fields in Epic and Infor be integrated?
Yes, our iPaaS offers robust capabilities to integrate custom fields from both Epic and Infor. The visual mapping canvas allows you to easily map Epic's custom FHIR extensions to Infor's user-defined fields (UDFs) or vice-versa, ensuring that all relevant data is synchronized and accounted for in your workflows.

Business Value FAQs

▸ What kind of ROI can we expect from this integration?
Organizations typically experience significant ROI, including a 20-30% reduction in revenue cycle time, 15-25% optimization in inventory costs, up to 40% increase in administrative staff productivity, and substantial risk reduction related to compliance and data errors. These benefits lead to improved financial health and enhanced patient care outcomes.
Implementation Timeline

Go live with Epic + Infor 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 Epic and Infor, 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 Epic + Infor 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 Epic + Infor.

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 Epic + Infor 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