Unify Patient Care & Engagement: Epic Salesforce Integration
Break down data silos between your EHR and CRM. Achieve a true Patient 360 view, automate clinical and administrative workflows, and elevate patient experience with a secure, intelligent iPaaS.
The Challenge: Fragmented Patient Data & Inefficient Workflows
In today's healthcare landscape, clinical data resides in Epic, while patient engagement, sales, and service information lives in Salesforce. This creates a critical disconnect, leading to operational inefficiencies, a fractured patient experience, and missed revenue opportunities.
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Data Silos: Critical patient information is isolated between clinical (Epic) and administrative (Salesforce) systems, preventing a holistic view.
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Manual Processes: Tedious, error-prone manual data entry and reconciliation for patient onboarding, referrals, and claims.
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Delayed Patient Engagement: Inability to quickly act on clinical triggers or provide personalized patient communications.
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Suboptimal Revenue Cycle: Disconnected billing data leads to delays in claims processing and financial reconciliation.
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Compliance Risks: Manual data handling increases the risk of HIPAA violations and data inconsistencies.
The Solution: Intelligent Epic Salesforce Integration with iPaaS
Our powerful iPaaS (Integration Platform as a Service) provides the essential bridge between Epic EHR and Salesforce CRM. We enable secure, real-time, bidirectional data flow, automating critical workflows and delivering a unified 'Patient 360' view that empowers your teams and transforms patient care.
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Pre-built Connectors: Ready-to-use connectors for Epic (FHIR APIs) and Salesforce (REST/SOAP APIs, Events).
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Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without code.
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AI-Assisted Data Mapping: Intelligent suggestions for field mappings and data transformations.
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Event-Driven Architecture: Real-time synchronization triggered by changes in either Epic (Open Epic) or Salesforce (Platform Events/CDC).
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Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts for data integrity.
Comprehensive Solution Details
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Pre-built Connectors: Ready-to-use connectors for Epic (FHIR APIs) and Salesforce (REST/SOAP APIs, Events).
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Visual Workflow Designer: Drag-and-drop interface for building complex integration flows without code.
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AI-Assisted Data Mapping: Intelligent suggestions for field mappings and data transformations.
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Event-Driven Architecture: Real-time synchronization triggered by changes in either Epic (Open Epic) or Salesforce (Platform Events/CDC).
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Robust Error Handling: Automated retries, dead-letter queues, and proactive alerts for data integrity.
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Centralized Monitoring: Dashboards for end-to-end visibility into integration health and performance.
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HIPAA-Compliant Security: End-to-end encryption, access controls, and audit trails for PHI protection.
Deep Dive: Integration Steps & Data Flow
Our iPaaS-driven integration between Epic and Salesforce is built on a foundation of API-first principles and event-driven architecture, ensuring robust, scalable, and real-time data exchange.
Data Flow Steps
1. Secure Connection Establishment: Configure secure, authenticated connections to Epic's FHIR APIs (OAuth 2.0 via Open Epic) and Salesforce's APIs (OAuth 2.0 JWT Bearer flow) within the iPaaS. Dedicated integration users with least privilege are provisioned.
2. Event Listener Configuration: Set up event listeners for Epic (e.g., Open Epic events for new Patient, Appointment, ServiceRequest) and Salesforce (Platform Events, Change Data Capture for Contact, Case, Lead).
3. Visual Workflow Design: Use the iPaaS's low-code visual designer to create integration flows. For example, 'New Salesforce Lead to Epic Patient/Appointment' or 'Epic ServiceRequest to Salesforce Case'.
4. Data Transformation & Mapping: Employ the visual mapping canvas to precisely map fields between Epic's FHIR resources and Salesforce's SObjects. AI assists in suggesting mappings and handling complex data structures (e.g., FHIR bundles, arrays).
5. Business Logic & Validation: Implement conditional logic, data validation rules, and custom transformation scripts to ensure data quality and adherence to business processes (e.g., PHI masking, data type conversions, deduplication).
6. Error Handling & Monitoring: Configure comprehensive error handling, including automated retries with exponential backoff, dead-letter queues for persistent errors, and real-time alerts. Centralized dashboards provide end-to-end visibility.
7. Deployment & Governance: Deploy integration flows from Dev to QA to Production environments using structured pipelines with version control. Maintain audit trails and ensure ongoing HIPAA compliance.
Data Touchpoints
"Epic EHR <--(Open Epic Events/FHIR API)--> iPaaS <--(Salesforce Platform Events/CDC/API)--> Salesforce CRM. The iPaaS acts as the central hub, handling authentication, data transformation, routing, and error management, enabling bidirectional, real-time data synchronization for entities like Patient/Contact, Appointment/Event, and ServiceRequest/Case."
Simple, transparent pricing for Epic + Salesforce.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
How Middleware Integration Works
See Epic + Salesforce integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.
Integration Use Cases
Explore how the integration behaves in real business scenarios, with clearly defined steps, outcomes, and execution patterns.
Patient Onboarding & Appointment Lifecycle Management
Automate the entire patient journey from initial contact in Salesforce to clinical record creation and appointment scheduling in Epic, ensuring seamless handoffs and real-time updates.
Integration Steps:
- 0 Salesforce Lead/Contact Creation: New patient inquiry logged in Salesforce (e.g., web form, call center).
- 1 Epic Patient Creation: iPaaS automatically creates a new patient record in Epic via FHIR API, synchronizing demographics.
- 2 Appointment Scheduling: Patient portal (connected to Salesforce) or service agent schedules an appointment in Salesforce, which syncs to Epic.
- 3 Status & Reminders: Epic appointment status updates (e.g., confirmed, rescheduled, cancelled) flow back to Salesforce, triggering automated patient reminders or internal alerts.
Business Outcome
Accelerated patient acquisition, reduced administrative overhead, improved appointment adherence, enhanced patient experience.
Real-time
API Endpoints & Data Logic
Technical details for developers and architects.
⚡ Transformation Logic
- FHIR to SObject Conversion: Automatically transform complex FHIR JSON structures (e.g., Patient.name, Patient.address) into flat Salesforce SObject fields (e.g., Contact.FirstName, Contact.MailingStreet).
- Code Standardization: Map Epic-specific codes (e.g., reason codes, service types) to standardized terminologies or Salesforce picklist values (e.g., LOINC, SNOMED CT).
- Identifier Management: Ensure Epic's internal IDs (e.g., MRN, FHIR ID) are stored as external IDs in Salesforce (e.g., `EpicPatientIDc`) for reliable upsert operations and cross-referencing.
- Data Masking/Anonymization: Apply rules to mask or anonymize Protected Health Information (PHI) when flowing to non-production environments or for specific Salesforce analytics use cases.
- Time Zone Conversion: Handle time zone differences for appointments and events to ensure accuracy across systems.
- Conditional Logic: Implement rules to trigger different workflows or transformations based on data values (e.g., 'If Epic Appointment Status = Cancelled, then update Salesforce Event Status to Cancelled and send notification').
🛡️ Error Handling
- Transient API Failures: Handled by automated retries with exponential backoff.
- Data Validation Errors: Messages routed to dead-letter queues for review, with AI suggesting corrections.
- Missing Master Data: Alerts triggered for missing patient/practitioner records in target system, with options for auto-creation or manual intervention.
- Duplicate Record Creation: Detected and prevented using external IDs and deduplication logic, with potential merges via AI assistance.
- PHI Violation Detection: Automated scanning for PHI in non-PHI fields, triggering alerts and masking protocols.
Simple, transparent pricing for Epic + Salesforce.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
Simple, transparent pricing for Epic + Salesforce.
Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.
See Epic + Salesforce integration in action.
Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.