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Unify Healthcare Finance: Seamless Kashflow & Epic EHR Integration

Automate billing, payments, and operational accounting between your leading EHR and robust accounting platform. Drive efficiency, accuracy, and compliance across your entire organization.

The Challenge

The Disconnect Between Patient Care & Financial Clarity

Healthcare organizations often struggle with a fragmented financial landscape. While Epic excels at managing patient data and clinical workflows, translating that into comprehensive and accurate accounting records in Kashflow presents significant challenges, leading to operational inefficiencies and compliance risks.

  • Manual data entry of Epic billing and payment information into Kashflow.
  • Discrepancies between clinical revenue data and financial ledger records.
  • Delayed patient payment reconciliation and cash flow visibility.
  • Inefficient supplier invoice processing for medical supplies.
  • Risk of human errors impacting financial accuracy and reporting.
  • Difficulty in maintaining compliance with healthcare financial regulations.
Integration Diagram
Solution Illustration
The Solution

The Intelligent Solution: Kashflow & Epic EHR Integration via iPaaS

Our powerful, AI-driven iPaaS provides a seamless, secure, and scalable bridge between Kashflow and Epic. It automates critical financial data flows, transforming manual processes into efficient, real-time operations, ensuring data accuracy and bolstering compliance for healthcare organizations.

  • Pre-built Connectors for Kashflow & Epic FHIR APIs
  • Visual Drag-and-Drop Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-time Event-Driven Synchronization
  • Automated Error Handling & Alerts
Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + 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

  • Pre-built Connectors for Kashflow & Epic FHIR APIs
  • Visual Drag-and-Drop Workflow Designer
  • AI-Powered Data Mapping & Transformation
  • Real-time Event-Driven Synchronization
  • Automated Error Handling & Alerts
  • Comprehensive Monitoring & Analytics Dashboards
  • HIPAA-Compliant Security Framework

Technical Integration: Connecting Kashflow and Epic

Our integration leverages the robust API capabilities of both Kashflow and Epic, orchestrated by a powerful iPaaS. This ensures secure, reliable, and high-performance data exchange, tailored to the specific needs of healthcare financial operations.

Data Flow Steps

Secure API Connectivity: Establish authenticated connections to Epic's FHIR APIs (using OAuth 2.0) and Kashflow's REST API (using OAuth 2.0 or API keys/service accounts).

Event Listener/Polling Configuration: Configure the iPaaS to listen for 'Open Epic' events (webhooks) for real-time triggers from Epic (e.g., new patient, new claim, payment received). For less critical data or systems without webhooks, implement scheduled polling.

Data Extraction: Extract relevant FHIR resources (Patient, Claim, ServiceRequest, Payment) from Epic and corresponding entities (Customer, Sales Invoice, Supplier, Purchase Invoice) from Kashflow.

Data Transformation & Mapping: Utilize the iPaaS's visual mapping canvas and AI-assisted tools to transform and harmonize data schemas. Map Epic's clinical and billing terminology to Kashflow's accounting structure, including complex line-item and GL account mappings.

Business Logic & Validation: Implement business rules (e.g., conditional routing, data enrichment, validation checks) within the iPaaS to ensure data integrity and compliance before posting to the target system.

API Interaction: Invoke Kashflow's API endpoints (e.g., `/v2/invoices`, `/v2/payments`) or Epic's FHIR API endpoints (e.g., `/api/FHIR/R4/Patient`, `/api/FHIR/R4/Claim`) to create, update, or retrieve records.

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues) and real-time monitoring with alerts for any integration failures or performance issues.

Data Touchpoints

Epic Patient ↔ Kashflow Customer
Epic Claim ↔ Kashflow Sales Invoice
Epic Payment ↔ Kashflow Payment
Epic ServiceRequest (Procurement) ↔ Kashflow Purchase Invoice
Epic Organization (Supplier) ↔ Kashflow Supplier
Kashflow General Ledger Account (for mapping revenue/expense categories)

"Epic EHR [FHIR API / Open Epic Events] --(Data Ingestion & Transformation)--> iPaaS [AI-Powered Mapping & Logic] --(API Interaction)--> Kashflow Accounting [REST API]"

Pricing

Simple, transparent pricing for Kashflow + Epic.

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 Kashflow

Integrating Kashflow 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 core demographic and contact information for patients in Epic with customer records in Kashflow, primarily for billing purposes.

Kashflow Fields

CustomerID (Kashflow ID) Name ContactName Email Address1 Postcode Telephone AccountReference

Epic Fields

id (FHIR Patient ID) identifier (MRN) name gender birthDate address telecom (phone, email)

Mapping Notes

Map Epic's 'Patient' to Kashflow's 'Customer'. Ensure 'AccountReference' in Kashflow is populated with a unique Epic identifier (e.g., MRN or FHIR ID) for cross-referencing. Harmonize address and contact formats. Deduplication logic is crucial, often based on email or MRN.

Next Steps

See Kashflow + Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.

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 Recognition

Seamlessly transfer adjudicated claims and patient invoices from Epic to Kashflow, ensuring timely revenue recognition and accurate financial statements.

Integration Steps:

  1. 0 Epic generates an adjudicated claim or patient invoice.
  2. 1 iPaaS detects the new financial record via Epic's FHIR API or event listener.
  3. 2 Patient and claim data is extracted, transformed, and mapped to Kashflow's Customer and Sales Invoice entities.
  4. 3 A new Customer (if needed) and Sales Invoice are automatically created in Kashflow.
  5. 4 Payment status updates can be synced back to Epic for a unified view.

Business Outcome

Accelerated revenue cycle, reduced manual data entry, improved cash flow forecasting, and accurate revenue recognition in Kashflow.

Frequency

Real-time / Event-driven

Business Value

Key Integration Benefits

Discover the strategic advantages and business value of seamless integration between your systems.

Accelerate Revenue Cycle
Automate the transfer of adjudicated claims and patient payments from Epic to Kashflow, drastically reducing manual billing and reconciliation times.
Enhance Data Accuracy & Integrity
Eliminate manual data entry errors and ensure consistent, validated financial data flows between Epic and Kashflow, improving reporting reliability.
Improve Financial Visibility
Gain real-time insights into cash flow, accounts receivable, and operational expenses by unifying financial data from Epic and Kashflow.
Ensure HIPAA & Regulatory Compliance
Implement secure, auditable data flows that protect PHI and meet stringent healthcare financial regulations, minimizing compliance risks.
Boost Operational Efficiency
Free up valuable staff time from tedious manual tasks, allowing finance and billing teams to focus on strategic analysis and patient support.
Reduce Operational Costs
Minimize expenses associated with manual processes, error correction, and potential revenue leakage, leading to significant cost savings.

Accelerate Revenue Cycle

15-20% Faster Revenue Cycle

📋 What You Get

Automate the transfer of adjudicated claims and patient payments from Epic to Kashflow, drastically reducing manual billing and reconciliation times.

💼 Business Impact

This benefit directly contributes to 15-20% improvement in Faster Revenue Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + 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

  • Patient to Customer: Concatenate Epic Patient's given and family names for Kashflow Customer 'Name'. Map Epic Patient's unique identifier (MRN) to Kashflow Customer 'AccountReference' for cross-system lookup.
  • Claim to Sales Invoice: Map Epic Claim 'item.productOrService' codes to Kashflow Product/Service 'Description' and ensure correct 'TaxRate'. Calculate Kashflow 'TotalAmount' based on Epic Claim 'total'.
  • Payment Linking: Use Epic's internal invoice reference or patient ID to dynamically look up and link to the correct 'InvoiceID' in Kashflow for payment reconciliation.
  • Supplier to Vendor: Map Epic Organization 'name' to Kashflow Supplier 'Name'. Map Epic Organization 'identifier' to Kashflow Supplier 'AccountReference'.

🛡️ Error Handling

  • Epic API Rate Limit Exceeded: iPaaS queues requests and retries with exponential backoff.
  • Kashflow Data Validation Error: Missing mandatory fields, incorrect data types. iPaaS logs error, alerts, and routes to dead-letter queue for manual correction or AI auto-fix.
  • Duplicate Record Creation: Attempt to create a customer/supplier that already exists. iPaaS updates existing or flags based on configuration.
  • Network Connectivity Issues: Transient outages between iPaaS and either system. iPaaS retries with circuit breaker pattern.
  • Schema Mismatch: New fields or changed data structures. iPaaS alerts and allows for quick re-mapping in low-code designer.
Pricing

Simple, transparent pricing for Kashflow + Epic.

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.

No FAQs available for this integration pair.
Implementation Timeline

Go live with Kashflow + 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 Kashflow 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 Kashflow + 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 Kashflow + Epic.

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 Kashflow + Epic integration in action.

Explore a guided demo, start a sandbox integration, or speak directly with our solution architects about your specific use cases.