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GoCardless + Epic Integration

Clarity Connect™ integrates GoCardless with Epic, 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 GoCardless and Epic 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 GoCardless and Epic.

  • Map custom fields in Epic (e.g., patient program IDs, specific billing codes) to GoCardless `metadata` fields for enhanced tracking and reporting.
  • Create custom GoCardless `reference` values derived from multiple Epic fields.
Implementation Timeline

Go live with GoCardless + 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 GoCardless 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 GoCardless + 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

  • Map custom fields in Epic (e.g., patient program IDs, specific billing codes) to GoCardless `metadata` fields for enhanced tracking and reporting.
  • Create custom GoCardless `reference` values derived from multiple Epic fields.

Robust Integration Architecture for GoCardless & Epic EHR

The recommended integration architecture leverages a modern iPaaS as the central orchestration layer, connecting GoCardless and Epic EHR through their respective APIs and eventing mechanisms. This ensures a scalable, secure, and resilient data exchange vital for healthcare operations.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks from GoCardless and Epic's eventing for real-time updates.

Canonical Data Model: Establishing a common data format within the iPaaS to simplify mapping.

API-First Integration: Prioritizing RESTful APIs (FHIR for Epic) for robust connectivity.

Idempotent Operations: Ensuring safe re-processing of messages to prevent data duplication.

Circuit Breaker Pattern: To prevent cascading failures during system outages.

Data Touchpoints

iPaaS Runtime Engine: Executes integration workflows.
GoCardless Connector: Manages API calls, OAuth 2.0, and webhook reception for GoCardless.
Epic FHIR Connector: Handles FHIR API calls (OAuth 2.0), data parsing, and event listening for Epic.
Data Transformation Engine: Maps and transforms data schemas between GoCardless and Epic entities.
Workflow Orchestration Engine: Defines business logic, conditional routing, and sequential execution.
AI Co-pilot: Provides intelligent assistance for mapping, validation, and anomaly detection.
Monitoring & Alerting: Centralized dashboards for real-time visibility and proactive issue detection.
Secrets Management: Secure storage for API keys, OAuth tokens, and credentials.
Message Queues/Event Bus: For asynchronous processing and decoupling systems.

"Conceptual Diagram: GoCardless <-> iPaaS (Connectors, Transformation, Workflow Engine, AI Co-pilot, Monitoring) <-> Epic EHR (FHIR APIs, Event Listener)."

Pricing

Simple, transparent pricing for GoCardless + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 GoCardless

Integrating GoCardless 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 / Customer

Synchronizes patient demographics and contact information between Epic and GoCardless, ensuring a unified customer record for billing.

GoCardless Fields

[field, id],[description, GoCardless Customer ID] [field, given_name],[description, Customer's first name] [field, family_name],[description, Customer's last name] [field, email],[description, Customer's email address] [field, company_name],[description, Optional: Customer's company name] [field, address_line1],[description, Customer's address] [field, postal_code],[description, Customer's postal code] [field, country_code],[description, Customer's country]

Epic Fields

[field, id],[description, Epic Patient ID (FHIR: Patient.id)] [field, identifier (MRN)],[description, Medical Record Number (FHIR: Patient.identifier)] [field, name.given],[description, Patient's given name (FHIR: Patient.name)] [field, name.family],[description, Patient's family name (FHIR: Patient.name)] [field, telecom (email)],[description, Patient's email (FHIR: Patient.telecom)] [field, address],[description, Patient's address (FHIR: Patient.address)] [field, gender],[description, Patient's gender (FHIR: Patient.gender)] [field, birthDate],[description, Patient's birth date (FHIR: Patient.birthDate)]

Mapping Notes

GoCardless Customer is typically mapped to Epic's FHIR Patient resource. Careful consideration for unique identifiers (MRN to GoCardless reference) is needed to prevent duplicates. Bi-directional sync is recommended for core contact details.

Next Steps

See GoCardless + 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.

Automated Patient Subscription & Payment Plan Enrollment

When a patient enrolls in a wellness program, subscription service, or agrees to a payment plan within Epic, the integration automatically creates a corresponding customer and mandate in GoCardless, initiating recurring Direct Debit payments.

Integration Steps:

  1. 0 Patient enrolls in a service or payment plan in Epic (e.g., ServiceRequest or custom billing record).
  2. 1 iPaaS detects new enrollment event from Epic (via FHIR API or event listener).
  3. 2 iPaaS initiates a GoCardless Billing Request to securely collect bank details and authorize a mandate.
  4. 3 Upon successful mandate creation in GoCardless, iPaaS updates the patient's billing profile in Epic with the GoCardless mandate ID and status.
  5. 4 GoCardless automatically collects recurring payments based on the subscription schedule.

Business Outcome

Seamless patient onboarding for recurring services, reduced manual data entry, improved payment plan adherence, and predictable revenue streams.

Frequency

Real-time, event-driven

Implementation Timeline

Go live with GoCardless + 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 GoCardless 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 GoCardless + 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

⚡ Transformation Logic

  • Standardize patient name formats (e.g., Epic 'name.given' + 'name.family' to GoCardless 'givenname', 'familyname').
  • Map Epic's internal service codes or billing plan IDs to GoCardless `reference` fields for payments and mandates.
  • Convert GoCardless payment `status` (e.g., 'confirmed', 'failed') to Epic's corresponding financial transaction statuses.
  • Harmonize address formats and country codes between systems.
  • Aggregate GoCardless payout line items into appropriate journal entries for Epic's accounting module.

🛡️ Error Handling

  • GoCardless payment failure (e.g., insufficient funds) triggering dunning in Epic.
  • Epic Patient record not found during GoCardless mandate creation.
  • Data validation errors during mapping (e.g., invalid email format).
  • API rate limits exceeded on either system, triggering retry logic.
  • Webhook delivery failures from GoCardless, requiring manual re-processing or retry by GoCardless.
Pricing

Simple, transparent pricing for GoCardless + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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.

General Integration FAQs

▸ What is the primary method for integrating GoCardless with Epic EHR?
The primary method involves using a modern iPaaS (Integration Platform as a Service) to connect GoCardless's RESTful APIs and webhooks with Epic's FHIR (Fast Healthcare Interoperability Resources) APIs, typically through 'Open Epic'. This enables real-time, event-driven data synchronization and workflow automation.

Security & Compliance FAQs

▸ How does this integration handle PHI (Protected Health Information) and HIPAA compliance?
The integration is designed with HIPAA compliance as a top priority. It leverages GoCardless's secure handling of bank details (PCI DSS compliant) and ensures all PHI transferred between Epic and the iPaaS is encrypted in transit (TLS 1.2+) and at rest (AES-256). Strict access controls, audit trails, and Business Associate Agreements (BAAs) with the iPaaS vendor are fundamental.

Workflow Automation FAQs

▸ Can I automate patient payment plans and subscriptions directly from Epic?
Absolutely. When a patient enrolls in a service or agrees to a payment plan in Epic, the iPaaS can automatically trigger the creation of a GoCardless customer, mandate, and subscription. This streamlines patient onboarding for recurring payments, reducing manual effort and ensuring timely collections.

Payment Management FAQs

▸ How does the integration manage failed GoCardless payments and dunning in Epic?
Upon a 'payment_failed' webhook from GoCardless, the iPaaS instantly updates the patient's billing status in Epic. It can then trigger an automated dunning workflow, which might include sending notifications to the patient (via Epic's communication modules or external CRM), scheduling intelligent retries, or escalating the issue to a financial counselor within Epic.

AI Enhancement FAQs

▸ What role does AI play in the GoCardless-Epic integration?
AI enhances the integration by providing intelligent anomaly detection for unusual payment patterns, suggesting optimal dunning strategies, automating complex data mapping, assisting with data validation to prevent errors, and even helping to categorize payment failure reasons for better financial analysis.

Financial Reconciliation FAQs

▸ How is financial reconciliation automated between GoCardless and Epic?
The iPaaS listens for GoCardless 'payout_paid' webhooks. It then retrieves detailed payout breakdowns, matches individual payments to corresponding patient invoices or claims in Epic's billing system, and automatically posts journal entries to your general ledger. This significantly reduces manual reconciliation time and improves financial accuracy.

Customization & Agility FAQs

▸ Can I customize the integration workflows without extensive coding?
Yes, a key advantage of using a modern iPaaS is its low-code/no-code capabilities. Business users and citizen integrators can design, modify, and extend integration workflows using visual drag-and-drop interfaces, pre-built connectors, and configurable rules engines, greatly reducing reliance on IT development resources.

Performance FAQs

▸ What are the performance considerations for this integration?
Performance is optimized through event-driven architecture, intelligent API rate limit management (queuing, exponential backoff), efficient data mapping and transformation, caching of static data, and asynchronous processing. The iPaaS is designed for horizontal scalability to handle high volumes of healthcare payment transactions.
Implementation Timeline

Go live with GoCardless + 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 GoCardless 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 GoCardless + 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 GoCardless + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 GoCardless + 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