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Epic + Sage 300 Integration

Clarity Connect™ integrates Epic with Sage 300, 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 Epic and Sage 300 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 Epic and Sage 300.

  • Epic: Custom fields within FHIR extensions or specific Epic modules can be integrated.
  • Sage 300: All custom fields (Optional Fields) in Customer, Item, Sales Order, PO, AR/AP Invoice, and GL Entry entities are fully supported for mapping and synchronization.
Implementation Timeline

Go live with Epic + Sage 300 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 Sage 300, 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 + Sage 300 deployments.

Project Phases

Discovery
Configure & Map
Validate
Launch

Engagement Model

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

Comprehensive Solution Details

  • Epic: Custom fields within FHIR extensions or specific Epic modules can be integrated.
  • Sage 300: All custom fields (Optional Fields) in Customer, Item, Sales Order, PO, AR/AP Invoice, and GL Entry entities are fully supported for mapping and synchronization.

Robust Integration Architecture for Epic and Sage 300

Our recommended architecture for Epic and Sage 300 integration is built on a modern, cloud-native iPaaS platform, ensuring scalability, security, and resilience. It leverages an API-first and event-driven approach to facilitate real-time data exchange and workflow automation.

Data Flow Steps

API-First & Event-Driven: Prioritize real-time data flow using Epic's FHIR APIs and eventing, and enable near real-time event detection for Sage 300.

Canonical Data Model: Define a standardized intermediate data model within the iPaaS to simplify mapping between disparate systems.

Asynchronous Messaging: Use message queues for high-volume or non-critical data transfers to ensure system resilience and prevent bottlenecks.

Idempotent Design: Ensure workflows can be safely re-processed without creating duplicate records or unintended side effects.

Centralized Error Handling & Logging: Consolidate error management and audit trails for both systems within the iPaaS.

Data Touchpoints

Integration Platform as a Service (iPaaS): Central orchestration engine, data mapper, transformation engine, workflow designer, monitoring, and governance.
Epic FHIR APIs ('Open Epic'): Primary interface for Epic data exchange (Patient, Claim, ServiceRequest, Observation, etc.).
Epic Event Listener/Webhooks: For real-time event triggers from Epic.
Sage 300 API/SDK/Custom Connectors: Interface for Sage 300 data exchange (Customer, Item, AR Invoice, PO, GL Entry).
Message Queues (e.g., Kafka, RabbitMQ): For asynchronous processing, buffering high-volume data, and decoupling systems.
Data Transformation & Harmonization Layer: Within iPaaS, for standardizing data formats (e.g., FHIR to Sage 300 specific schema, LOINC/SNOMED to GL codes).
API Gateway: For managing API access, security, rate limiting, and routing.
Monitoring & Alerting System: Integrated with iPaaS for real-time performance and error tracking.
Secure Connectivity (VPN/Private Link): For on-premise Sage 300 instances.

"The architecture features the iPaaS as the central hub, connecting Epic (via FHIR APIs) and Sage 300 (via API/SDK/custom connectors). Data flows are orchestrated through visual workflows, with AI-driven components for mapping and validation. Secure gateways/VPNs ensure connectivity to on-premise Sage 300 instances, while robust monitoring and logging provide end-to-end visibility."

Pricing

Simple, transparent pricing for Epic + Sage 300.

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

Data Entity Mapping

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

Patient (Epic) / Customer (Sage 300)

Synchronizing patient demographics from Epic to create or update customer records in Sage 300 for billing purposes.

Epic Fields

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

Sage 300 Fields

CustomerID CustomerName AddressLine1 City State/Province Zip/PostalCode Country ContactName Email Phone

Mapping Notes

Epic's 'Patient' FHIR resource maps to Sage 300's 'AR Customer'. The Epic Patient ID (or MRN) should be mapped to a custom field in Sage 300 for unique identification and cross-referencing. Name components (given, family) need concatenation for CustomerName. Address and telecom fields are direct mappings.

Next Steps

See Epic + Sage 300 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 Billing & Revenue Cycle Management

Streamline the entire patient billing process from clinical services in Epic to financial reconciliation in Sage 300.

Integration Steps:

  1. 0 Patient services/encounters are documented in Epic, generating billable charges.
  2. 1 Epic's Claim entity (FHIR) is automatically created and sent to the iPaaS.
  3. 2 iPaaS transforms Epic Claim data into a Sage 300 AR Invoice, including patient demographics (as Customer) and service details (as line items).
  4. 3 AR Invoice is posted in Sage 300, initiating billing and collection processes.
  5. 4 Payments received and recorded in Sage 300 (AR Receipt) are synced back to Epic to update patient account balances and claim statuses.

Business Outcome

Accelerated cash flow, reduced days in accounts receivable (DAR), minimized manual data entry errors, improved patient billing transparency.

Frequency

Real-time for claims/charges, near real-time for payment updates.

Implementation Timeline

Go live with Epic + Sage 300 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 Sage 300, 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 + Sage 300 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

⚡ Transformation Logic

  • Patient to Customer: Concatenate Epic name fields, map MRN to custom Sage 300 field, standardize address formats.
  • Claim to AR Invoice: Map Epic Claim 'item' details to Sage 300 AR Invoice line items, apply GL account lookup rules based on service codes. Calculate total amounts.
  • ServiceRequest (Supply) to Purchase Order: Map Epic ServiceRequest code to Sage 300 ItemNumber, determine VendorID, calculate quantity.
  • Observation to GL Journal Entry: Aggregate billable observations, map Epic codes to Sage 300 GL accounts, generate debit/credit entries.
  • AR Receipt to Claim Status: Extract Epic Claim ID from Sage 300 invoice reference, update Epic Claim status (e.g., 'paid', 'partially paid').

🛡️ Error Handling

  • Invalid Patient ID in Epic leading to Customer creation failure in Sage 300.
  • Sage 300 API rate limits exceeded during bulk inventory updates.
  • Mismatched service codes preventing correct GL account mapping for claims.
  • Network connectivity issues between iPaaS and on-premise Sage 300.
  • Partial payment received in Sage 300, requiring complex Epic Claim status update logic.
Pricing

Simple, transparent pricing for Epic + Sage 300.

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 financial systems like Sage 300?
The primary method leverages Epic's comprehensive suite of FHIR (Fast Healthcare Interoperability Resources) APIs, often accessed through 'Open Epic'. For Sage 300, an iPaaS utilizes its APIs or SDKs. The iPaaS acts as the central hub, orchestrating secure, real-time, bidirectional data exchange between Epic's FHIR resources and Sage 300's financial entities.

Business Value FAQs

▸ How does this integration help with Revenue Cycle Management (RCM)?
This integration automates key RCM processes. Epic generates claims and charges, which are automatically transformed into AR Invoices in Sage 300. Payments recorded in Sage 300 are then synced back to Epic to update patient accounts and claim statuses. This accelerates cash flow, reduces manual errors, and improves overall billing efficiency.

Workflows FAQs

▸ Can I automate medical supply procurement and inventory with this integration?
Absolutely. When Epic's inventory module detects low stock for medical supplies, it can trigger a ServiceRequest. This is then transformed into a Purchase Order in Sage 300. Sage 300 manages the procurement and inventory updates, which are then reflected back in Epic, ensuring critical supplies are always available and accurately tracked.

Security & Compliance FAQs

▸ How do you ensure data security and HIPAA/PCI DSS compliance?
Ensuring data security and compliance is paramount. We enforce end-to-end encryption (TLS 1.2+ in transit, AES-256 at rest), strict access controls (OAuth 2.0, least privilege), comprehensive audit trails, and regular security assessments. For PHI, a Business Associate Agreement (BAA) is in place, and for payment data, tokenization helps achieve PCI DSS compliance.

Technology FAQs

▸ What role does AI play in Epic and Sage 300 integration?
AI significantly enhances integration by providing intelligent automation. This includes AI-driven data mapping suggestions (e.g., Epic service codes to Sage 300 GL accounts), automated anomaly detection for data quality, predictive analytics for operational insights (e.g., supply needs), and smart routing of exceptions, leading to more resilient and efficient integration pipelines.
▸ How does low-code/no-code help manage these integrations?
Low-code/no-code tools democratize integration by allowing business analysts and clinical/financial staff to build and manage workflows with minimal coding. This accelerates development cycles, reduces IT backlog, fosters innovation, and enables rapid adaptation to evolving healthcare and financial requirements, making your systems more agile and responsive.

Challenges FAQs

▸ What are common challenges when integrating Epic with an ERP like Sage 300?
Common challenges include managing Epic's complex FHIR data model and Sage 300's financial structures, harmonizing data across disparate terminologies (e.g., LOINC vs. GL codes), ensuring real-time data consistency, adhering to strict security and compliance regulations, and maintaining scalable performance for high-volume data. Our iPaaS is designed to overcome these challenges.
Implementation Timeline

Go live with Epic + Sage 300 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 Sage 300, 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 + Sage 300 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 + Sage 300.

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 + Sage 300 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