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Unlock Seamless Healthcare Payments: Payeezy & Epic Integration

Automate billing, accelerate revenue, and enhance patient experience by connecting Payeezy payment processing with Epic EHR in real-time.

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The Challenge

The Disconnect Between Patient Care and Financial Operations

In healthcare, the critical divide between clinical operations managed by Epic and financial transactions handled by payment gateways like Payeezy leads to significant operational inefficiencies, revenue leakage, and a subpar patient financial experience. Manual processes are costly, error-prone, and unsustainable.

  • Delayed payment posting and reconciliation in Epic.
  • Manual data entry leading to errors in patient billing and financial records.
  • Inefficient refund and chargeback management.
  • Lack of real-time visibility into patient payment status.
  • Compliance challenges with PCI DSS for payments and HIPAA for patient data.
  • Fragmented patient financial experience across different systems.
  • High administrative costs associated with manual financial workflows.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Bridging Payeezy Payments with Epic EHR

Our iPaaS-powered solution seamlessly connects Payeezy and Epic, creating a unified financial and clinical ecosystem. It automates payment processing, reconciliation, and data synchronization, transforming your revenue cycle and elevating the patient experience.

  • Real-time payment transaction synchronization.
  • Automated refund and void processing.
  • Intelligent settlement report reconciliation.
  • AI-enhanced fraud detection and chargeback management.
  • Unified patient financial profiles in Epic.
Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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

  • Real-time payment transaction synchronization.
  • Automated refund and void processing.
  • Intelligent settlement report reconciliation.
  • AI-enhanced fraud detection and chargeback management.
  • Unified patient financial profiles in Epic.
  • Secure, PCI DSS and HIPAA compliant data exchange.

Deep Dive: Payeezy-Epic Integration Architecture

Our integration solution establishes a robust, secure, and highly efficient bridge between Payeezy and Epic, built on an API-first, event-driven architecture and orchestrated by a modern iPaaS. This ensures real-time data flow and maximum operational agility.

Data Flow Steps

Event Trigger: A payment action in Payeezy (e.g., successful capture, refund, chargeback via webhook) or a financial event in Epic (e.g., new invoice, refund request via FHIR subscription/Open Epic event) initiates the integration flow.

iPaaS Ingestion: The iPaaS platform securely receives the event data from either system.

Data Transformation & Harmonization: The iPaaS's visual mapping engine transforms the incoming data. For Payeezy data, it's mapped to Epic's FHIR standards (e.g., `Payment Transaction` to `Claim.payment`, `Customer` to `Patient`). For Epic data, it's mapped to Payeezy's payment API requirements.

Business Logic & Validation: Conditional logic and validation rules (e.g., checking for duplicate transactions, ensuring data completeness) are applied within the iPaaS workflow.

API Call to Target System: The iPaaS makes an authenticated API call to the target system (Payeezy API for payments/refunds, Epic FHIR API for updates to Patient, Claim, Encounter, etc.).

Error Handling & Retry: Robust error handling with exponential backoff and dead-letter queues manages transient and persistent failures.

Status Update & Notification: The target system processes the request. The iPaaS captures the response, updates the source system (if bidirectional), and generates audit logs and alerts as needed.

Data Touchpoints

Payeezy: Payment Transaction, Customer, Order, Refund, Payment Token, Settlement Batch, Chargeback, Fraud Score, Merchant Account
Epic: Patient, Appointment, Encounter, ServiceRequest, Observation, Practitioner, Organization, Claim, MedicationRequest, Location, Invoice (custom/derived)

"Payeezy (Webhooks/API) <--> iPaaS (Connectors, Transformations, Logic, AI) <--> Epic (FHIR APIs/Open Epic Events). Data flows bidirectionally, driven by events and orchestrated by the iPaaS, with a focus on real-time synchronization of payment and patient financial data."

Pricing

Simple, transparent pricing for Payeezy + 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 Payeezy

Integrating Payeezy 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 & Intelligent Mapping for Payeezy-Epic Integration

Achieving seamless integration requires precise mapping and harmonization of critical financial and patient entities. Our iPaaS provides intelligent mapping capabilities, simplifying complex data transformations between Payeezy's payment-centric data and Epic's FHIR-based clinical and administrative records.

Patient / Customer

Linking Payeezy's `Customer` information with Epic's `Patient` record to ensure a unified view of the individual's demographic and financial data.

Payeezy Fields

customerId firstName lastName email billingAddress shippingAddress

Epic Fields

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

Mapping Notes

Harmonize `customerId` with Epic's `Patient.identifier` (e.g., MRN). Deduplicate records based on robust matching criteria (name, DOB, address). Bi-directional sync for address/contact updates is crucial.

Next Steps

See Payeezy + 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 Co-pay & Bill Payments

When a patient pays a co-pay or an outstanding bill online or at a clinic via Payeezy, the payment transaction is instantly captured and posted to their corresponding account and claim in Epic, updating their financial status in real-time.

Integration Steps:

  1. 0 Patient submits payment through an online portal or POS system connected to Payeezy.
  2. 1 Payeezy processes the Payment Transaction (authorization/capture).
  3. 2 Payeezy webhook notifies iPaaS of successful transaction (Payment Transaction entity).
  4. 3 iPaaS retrieves relevant Epic Patient and Claim/Invoice details.
  5. 4 iPaaS maps Payeezy transaction data to Epic's FHIR Claim/Invoice entity, updating `amountPaid` and `status`.
  6. 5 Epic's Patient record is updated, reflecting the new balance.
  7. 6 Confirmation email/SMS sent to patient via Epic's communication system.

Business Outcome

Instant payment posting, reduced manual entry, accurate patient balances, improved patient satisfaction.

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 payment capture, posting, and reconciliation, significantly reducing Accounts Receivable (A/R) days and improving cash flow.
Enhance Patient Experience
Provide real-time billing transparency, accurate statements, and seamless payment options, leading to higher patient satisfaction.
Reduce Operational Costs
Eliminate manual data entry, reconciliation efforts, and error correction, freeing up staff for higher-value patient-centric tasks.
Ensure Compliance & Security
Maintain strict adherence to PCI DSS for payment data and HIPAA for protected health information, minimizing security risks and penalties.
Improve Data Accuracy & Reporting
Achieve real-time, bidirectional data synchronization for accurate financial reporting, forecasting, and audit trails within Epic.
Faster Problem Resolution
AI-enhanced error handling and automated alerts enable quick identification and resolution of payment discrepancies or integration failures.
✨

Accelerate Revenue Cycle

25-40% Reduction in A/R Days

📋 What You Get

Automate payment capture, posting, and reconciliation, significantly reducing Accounts Receivable (A/R) days and improving cash flow.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Reduction in A/R Days, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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
POST /v1/payments Process new payment authorizations and captures for patient payments or vendor procurements.
POST /v1/payments/{transaction_id}/void Void an authorized but uncaptured transaction, typically for canceled patient services before settlement.
POST /v1/payments/{transaction_id}/refund Process a full or partial refund for a captured transaction, triggered by Epic's refund workflows.
GET /v1/transactions Retrieve transaction history or details, useful for reconciliation and audit trails.
POST /v1/security/tokens Generate or manage payment tokens for recurring billing and card-on-file scenarios, enhancing PCI compliance.

⚡ Transformation Logic

  • Data Type Conversion: Convert string fields to numeric, date formats, etc., as required by the target system.
  • Currency Conversion: If operating in multiple currencies, apply real-time or daily exchange rates.
  • Code Harmonization: Map Payeezy status codes (e.g., 'APPROVED') to Epic's internal status codes (e.g., 'Paid'). Map `cardType` to Epic's payment method enumeration.
  • Conditional Logic: Apply rules like 'if `Fraud Score.riskLevel` is HIGH, then create Epic `Task` and hold payment'.
  • Default Values: Assign default values for optional fields if not provided by the source system.
  • Data Enrichment: Enrich Payeezy data with additional patient context from Epic (e.g., `Encounter` details) for reporting purposes.

🛡️ Error Handling

  • Payeezy API downtime: Automated retries, circuit breaker, and notification to operations.
  • Epic FHIR API validation errors: Detailed error messages logged, data quarantined in dead-letter queue for review, and AI suggests common fixes.
  • Mismatched `orderId` or `Patient.identifier`: Alert generated, flow routed to manual review queue in iPaaS.
  • Insufficient funds for refund: Notification to billing staff via Epic task, with reason code.
  • Rate limit exceeded: iPaaS automatically throttles and retries with exponential backoff.
Pricing

Simple, transparent pricing for Payeezy + 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.

General FAQs

▸ Why integrate Payeezy with Epic EHR?
Integrating Payeezy with Epic EHR streamlines your healthcare revenue cycle by automating patient payment processing, real-time financial data synchronization, and daily reconciliation. This reduces manual errors, accelerates cash flow, improves patient experience, and ensures compliance with critical healthcare and payment regulations like HIPAA and PCI DSS.

Security & Compliance FAQs

▸ How does this integration handle sensitive patient and payment data?
The integration is built with enterprise-grade security, adhering to both HIPAA for Protected Health Information (PHI) and PCI DSS for cardholder data. It utilizes Payeezy's tokenization services, end-to-end encryption (TLS 1.2+ and AES-256), secure API authentication (OAuth 2.0), and robust access controls within the iPaaS. A Business Associate Agreement (BAA) is a standard part of our offering.

Workflows FAQs

▸ Can this integration automate refund processing?
Absolutely. Our solution automates the refund process. When a refund or credit memo is initiated in Epic, the integration triggers a corresponding refund action in Payeezy, ensuring accurate financial reversals and updating patient records in Epic in real-time.
▸ How does the integration help with daily financial reconciliation?
The integration automates the reconciliation of daily Payeezy settlement reports with Epic's General Ledger or billing modules. The iPaaS retrieves settlement batches, processes transaction details, and posts them accurately to Epic, flagging any discrepancies for quick resolution, dramatically reducing manual reconciliation efforts.

Technology FAQs

▸ What role does AI play in the Payeezy-Epic integration?
AI significantly enhances the integration by providing intelligent mapping suggestions, detecting anomalies for fraud prevention and data quality, assisting with automated error resolution, and offering predictive insights for financial operations. It helps create more resilient and efficient integration pipelines.

Technical FAQs

▸ How does the integration manage Epic's FHIR APIs and Payeezy's APIs?
Our iPaaS platform acts as an intelligent intermediary. It uses pre-built connectors optimized for Epic's FHIR R4 APIs (leveraging OAuth 2.0 for secure access) and Payeezy's RESTful APIs (with API keys and HMAC signatures). The iPaaS handles all data transformation, mapping, and orchestration between these distinct API standards.
▸ What happens if there's an API outage or error?
Our integration is designed for resilience. It includes robust error handling with automated retries (using exponential backoff) for transient issues, dead-letter queues for persistent failures requiring manual review, and proactive alerting mechanisms. This ensures data integrity and minimizes disruption to critical financial and patient care processes.

Customization FAQs

▸ Is it possible to customize workflows for unique billing scenarios?
Yes, the integration is highly customizable. Our low-code/no-code iPaaS platform allows business users to easily modify or extend workflows using a visual builder. You can add custom fields, define conditional logic, integrate with other systems, and implement specific business rules without extensive coding, adapting to your unique healthcare billing scenarios.
Implementation Timeline

Go live with Payeezy + 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 Payeezy 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 Payeezy + 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 Payeezy + 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 Payeezy + 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