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Unify Clinical & Financial Operations: Epic and Sage X3 Integration

Achieve real-time patient-to-cash, optimized supply chain, and seamless financial management with a powerful iPaaS solution.

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The Challenge

The Disconnect Between Clinical Care and Financial Health

Healthcare organizations often struggle with fragmented data between their Electronic Health Record (EHR) and Enterprise Resource Planning (ERP) systems. This siloed approach leads to operational inefficiencies, financial inaccuracies, and delayed patient care.

  • Manual data entry between Epic and Sage X3 is time-consuming and prone to costly errors.
  • Delayed claims processing and revenue recognition due to lack of real-time financial visibility.
  • Inefficient medical supply chain management leading to stockouts, overstocking, and increased costs.
  • Inconsistent patient billing and financial records impacting patient satisfaction and compliance.
  • Lack of unified reporting for clinical outcomes linked to financial performance.
  • Challenges in maintaining HIPAA-compliant data security across disparate systems.
Integration Diagram
Solution Illustration
The Solution

Seamless Connectivity: Your Epic and Sage X3 Integration Solution

Our iPaaS-powered integration solution bridges the gap between Epic EHR and Sage X3 ERP, creating a unified ecosystem where clinical and financial data flow seamlessly and in real-time. This comprehensive platform automates complex workflows, ensuring data accuracy, accelerating financial processes, and enhancing operational visibility.

  • Bidirectional Data Synchronization
  • Real-time Event-Driven Architecture
  • Low-Code/No-Code Workflow Automation
  • AI-Powered Data Mapping & Validation
  • Centralized Monitoring & Error Handling
Implementation Timeline

Go live with Epic + Sage X3 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 X3, 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 X3 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
  • Real-time Event-Driven Architecture
  • Low-Code/No-Code Workflow Automation
  • AI-Powered Data Mapping & Validation
  • Centralized Monitoring & Error Handling
  • Scalable & Secure Cloud-Native Platform

Technical Integration Details: Connecting Epic with Sage X3

Our iPaaS solution provides the architectural backbone for a secure, scalable, and resilient integration between Epic and Sage X3. Leveraging an API-first and event-driven approach, we ensure seamless data exchange and workflow automation.

Data Flow Steps

API Connectivity & Authentication: Establish secure connections to Epic's FHIR R4 APIs via Open Epic (OAuth 2.0) and Sage X3's RESTful APIs (OAuth2/API Keys).

Event Listener Configuration: Configure iPaaS to listen for critical events from Epic (e.g., new Patient, updated Claim) and Sage X3 (e.g., new Sales Order, Invoice payment) via webhooks or polling.

Data Extraction & Transformation: Extract relevant data from source systems, apply AI-assisted mapping and transformation rules to harmonize schemas (e.g., FHIR Patient to Sage X3 Customer).

Business Logic & Orchestration: Design multi-step workflows using low-code visual designers, incorporating conditional logic, data validation, and enrichment.

Data Loading & Validation: Load transformed data into the target system via its APIs, with robust validation and error handling mechanisms.

Monitoring & Alerting: Implement real-time monitoring dashboards, audit trails, and automated alerts for any integration failures or anomalies.

Deployment & Governance: Utilize dev → QA → prod pipelines with version control for managed deployments and adherence to compliance standards.

Data Touchpoints

Epic: Patient, Appointment, Encounter, ServiceRequest, Observation, Claim, MedicationRequest, Location
Sage X3: Customer, Sales Order, Product, Inventory, Invoice, Vendor, Payment, General Ledger Entry, Purchase Order, Shipment

"Epic EHR (Patient, Claims, ServiceRequest, Observation) <--> iPaaS (Connectors, Mappers, Orchestration, AI, Monitoring) <--> Sage X3 ERP (Customer, Invoice, Purchase Order, Inventory, GL Entry)"

Pricing

Simple, transparent pricing for Epic + Sage X3.

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 & Data Mapping Between Epic and Sage X3

Our iPaaS provides sophisticated, AI-assisted mapping capabilities to ensure accurate and consistent data flow between Epic's FHIR-based entities and Sage X3's core business objects. Below are critical entities and their mapping considerations:

Patient (Epic) / Customer (Sage X3)

Synchronizes core demographic and contact information for individuals receiving healthcare services with financial customer master data.

Epic Fields

id (Epic ID) identifier (MRN, SSN) name (first, last) gender birthDate address telecom (phone, email)

Sage X3 Fields

Customer ID Customer Name Address (Billing, Shipping) Contact Information (Email, Phone) Payment Terms Customer Group

Mapping Notes

Epic's 'Patient' is the primary source of truth for demographics. Mapping requires careful reconciliation of identifiers (MRN to a custom field or external reference in Sage X3). Address normalization is crucial. AI assists in suggesting field matches and identifying potential duplicates during sync.

Next Steps

See Epic + Sage X3 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

Automate the creation of customer records in Sage X3 whenever a new patient is registered in Epic, ensuring billing and financial systems are immediately updated with accurate demographic information.

Integration Steps:

  1. 0 New patient registered in Epic, creating a FHIR Patient resource.
  2. 1 iPaaS listens for Epic 'Patient Registration' events (e.g., Open Epic events).
  3. 2 Patient data (name, address, contact, MRN) is extracted and mapped.
  4. 3 iPaaS applies deduplication logic and transforms data into Sage X3 Customer entity format.
  5. 4 A new Customer record is created in Sage X3 via its API.
  6. 5 Sage X3 Customer ID is optionally synced back to Epic for reference.

Business Outcome

Reduced manual data entry, elimination of duplicate records, improved data quality for billing, faster patient onboarding.

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 AR invoice creation from Epic to Sage X3, significantly reducing manual effort and speeding up cash flow.
Enhanced Data Accuracy & Integrity
Eliminate manual data entry errors with automated, validated data synchronization, ensuring consistent patient and financial records.
Optimized Supply Chain Efficiency
Achieve real-time inventory visibility and automated reordering between Epic and Sage X3, minimizing waste and preventing stockouts.
Streamlined Financial Operations
Automate GL entries and financial postings, simplifying month-end close and providing a unified view of financial performance.
Robust HIPAA & PCI DSS Compliance
Ensure secure, encrypted, and audited data exchange between PHI-sensitive Epic and financial Sage X3, meeting stringent regulatory requirements.
Improved Patient Experience
Consistent billing, accurate scheduling, and efficient service delivery contribute to higher patient satisfaction and trust.
Agile & Future-Proof Integration
Leverage low-code tools and an API-first architecture to quickly adapt to evolving healthcare needs and system updates without extensive recoding.
✨

Accelerated Revenue Cycle

20-30% Reduction in DSO

📋 What You Get

Automate claims submission and AR invoice creation from Epic to Sage X3, significantly reducing manual effort and speeding up cash flow.

💼 Business Impact

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

Implementation Timeline

Go live with Epic + Sage X3 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 X3, 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 X3 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 Create, retrieve, or update patient demographic information and identifiers. Crucial for Patient-to-Customer sync.
POST, GET, PUT /api/FHIR/R4/Appointment Manage patient appointments, including scheduling, rescheduling, and cancellations. Can trigger resource allocation or basic billing prep.
POST, GET /api/FHIR/R4/Observation Record and retrieve clinical observations, lab results, and vital signs. Used for costing, inventory levels, and patient health status.
POST, GET /api/FHIR/R4/ServiceRequest Create and retrieve general service requests, including referrals and lab orders. Key for triggering financial tracking and supply reorders.
POST, GET /api/FHIR/R4/Claim Submit and retrieve healthcare claims for billing purposes. Central to the Claims-to-Invoice automation.
Event-driven Epic Open Epic Event Listener/Webhooks Receive real-time notifications for critical events within Epic (e.g., new patient, updated claim) for immediate processing.

⚡ Transformation Logic

  • FHIR Patient to Sage X3 Customer: Address parsing, identifier cross-referencing (MRN to custom field).
  • FHIR Claim to Sage X3 Invoice: CPT/HCPCS code to Sage X3 Item Code mapping, calculation of net amounts, GL account derivation.
  • Epic Inventory to Sage X3 Product/Inventory: Unit of measure conversion, quantity synchronization, reorder point alignment.
  • Epic ServiceRequest/Observation to Sage X3 GL Entry: Clinical code to financial account/dimension mapping, transaction type inference.
  • Date/Time format standardization (e.g., FHIR dateTime to Sage X3 date/time).
  • Data type conversions (e.g., boolean to string, integer to decimal).

🛡️ Error Handling

  • API rate limits exceeded (handled by throttling/retries).
  • Data validation failures (logged, potentially sent to dead-letter queue).
  • Network connectivity issues (handled by retries).
  • Authentication token expiration (handled by automatic re-authentication).
  • Business logic errors (e.g., invalid GL account code, non-existent customer ID - flagged for review).
Pricing

Simple, transparent pricing for Epic + Sage X3.

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 Sage X3 ERP?
The primary method involves leveraging Epic's comprehensive FHIR (Fast Healthcare Interoperability Resources) APIs via 'Open Epic' and Sage X3's robust RESTful APIs. An iPaaS platform orchestrates these connections, providing pre-built connectors, visual mapping, and workflow automation for seamless, bidirectional data exchange.

iPaaS Benefits FAQs

▸ How does iPaaS enhance the Epic-Sage X3 integration?
An iPaaS acts as a centralized hub, simplifying complex integrations. It offers pre-built connectors, visual mapping tools, and orchestration engines to connect Epic with Sage X3 in real-time. This enables low-code/no-code automation, ensures scalable data flow, provides centralized monitoring, and maintains robust governance and compliance, moving beyond brittle point-to-point solutions.

Business Value FAQs

▸ Can this integration automate the healthcare revenue cycle?
Absolutely. This integration can automate the entire patient-to-cash workflow. It enables automated processing of patient claims from Epic into Sage X3 as Accounts Receivable Invoices, tracking submission status, and synchronizing payment updates back to Epic. This significantly accelerates the revenue cycle and reduces manual effort.

Security & Compliance FAQs

▸ How is PHI (Protected Health Information) secured during the integration?
Ensuring data security and HIPAA compliance is paramount. Our solution employs end-to-end encryption (TLS 1.2+ for transit, AES-256 for at-rest storage), strict OAuth 2.0 access controls with least privilege, comprehensive audit trails, and regular security assessments. A Business Associate Agreement (BAA) with your iPaaS vendor is also crucial.

AI FAQs

▸ What role does AI play in Epic-Sage X3 integration?
AI significantly augments the integration by enabling intelligent automation. This includes AI-driven suggestions for data mapping between Epic's FHIR entities and Sage X3's entities, automated anomaly detection for data quality, predictive analytics for inventory or demand, and smart routing of tasks, leading to more resilient and efficient integration pipelines.

Supply Chain FAQs

▸ Can this solution help with medical supply chain management?
Yes. The integration can automate the reordering of medical supplies when inventory levels in Epic fall below predefined thresholds. This triggers purchase order creation in Sage X3, updates stock levels upon receipt, and ensures accurate financial postings for supply costs, optimizing your medical supply chain.

Performance FAQs

▸ How do you handle API rate limits and performance bottlenecks?
We manage API rate limits by implementing intelligent throttling, queuing mechanisms, and batch processing within the iPaaS. Performance bottlenecks are addressed through optimized data mapping, caching frequently accessed data, using asynchronous processing, and proactive monitoring of integration metrics to identify and resolve issues before they impact operations.

Customization FAQs

▸ Is it possible to customize integration workflows for specific business rules?
Absolutely. Our low-code/no-code platform allows business users and IT teams to easily customize integration workflows. This includes adding custom fields, defining conditional logic, implementing specific data validation rules, and extending workflows to meet unique organizational requirements, all within a visual, drag-and-drop interface.
Implementation Timeline

Go live with Epic + Sage X3 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 X3, 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 X3 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 X3.

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 X3 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