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PayPal + Epic Integration

Clarity Connect™ integrates PayPal 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 PayPal 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 PayPal and Epic.

  • Map custom fields from PayPal transactions (e.g., custom invoice IDs, promotional codes) to Epic's custom fields or extensions in FHIR resources.
  • Define custom patient attributes in Epic that can be populated or updated based on PayPal payer information.
Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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 from PayPal transactions (e.g., custom invoice IDs, promotional codes) to Epic's custom fields or extensions in FHIR resources.
  • Define custom patient attributes in Epic that can be populated or updated based on PayPal payer information.

Robust Integration Architecture for PayPal & Epic

The integration solution is built on a modern, event-driven architecture, leveraging an iPaaS as the central orchestration layer. This ensures scalability, resilience, and security for critical financial and patient health data exchange.

Data Flow Steps

Event-Driven Architecture: Utilizing PayPal webhooks and Epic eventing for real-time synchronization.

Hub-and-Spoke Model: iPaaS as the central hub connecting PayPal and Epic as spokes.

API-First Integration: Prioritizing RESTful APIs (FHIR for Epic, REST for PayPal) for data exchange.

Canonical Data Model: Using a standardized intermediate data format within the iPaaS to simplify complex transformations.

Data Touchpoints

iPaaS Platform: Central hub for connectivity, orchestration, data mapping, and monitoring.
PayPal Connector: Pre-built adapter for PayPal APIs (REST, Webhooks) and authentication.
Epic FHIR Connector: Pre-built adapter for Epic's FHIR R4 APIs and OAuth 2.0 authentication.
Message Queue: (e.g., Kafka, RabbitMQ) for asynchronous processing, buffering events, and handling spikes in load.
API Gateway: For centralized security, rate limiting, and routing of API traffic.
Secrets Manager: Securely stores API keys, client secrets, and other sensitive credentials.
Monitoring & Alerting System: Provides real-time visibility into integration health and notifies teams of critical issues.
Data Transformation Engine: Within iPaaS for schema mapping, data cleansing, and enrichment.

"Conceptual diagram shows PayPal and Epic as external systems. The iPaaS sits between them, acting as the integration hub. PayPal connects to the iPaaS via webhooks for outgoing events and REST API for incoming requests. Epic connects to the iPaaS via FHIR APIs (Open Epic) and potentially event listeners. The iPaaS includes components for connectors, transformation engine, workflow orchestrator, message queue, monitoring, logging, and security layers. AI capabilities are embedded within the iPaaS for mapping, validation, and anomaly detection."

Pricing

Simple, transparent pricing for PayPal + 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 PayPal

Integrating PayPal 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.

Payment Transaction

Core financial record in PayPal, mapped to financial entries or claims in Epic.

PayPal Fields

id status amount currency_code create_time payer_email invoice_id capture_id

Epic Fields

Claim.id Claim.status Claim.total.value Claim.payment.amount Claim.billablePeriod Observation.code (payment type) Observation.valueQuantity (amount)

Mapping Notes

PayPal's `id` (transaction/capture ID) is critical for linking to Epic's `Claim` or `Encounter` as an external identifier. `amount` and `currencycode` map directly. `payeremail` helps link to `Patient` record. Payment `status` (completed, pending, refunded) updates Epic's `Claim.status` or a custom payment status field.

Next Steps

See PayPal + 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 Payment to Epic Billing

When a patient makes an online payment (e.g., co-pay, deductible, service fee) via PayPal, the integration automatically captures the transaction details and updates the corresponding patient 'Claim' or 'Encounter' in Epic, ensuring real-time financial posting and reducing manual reconciliation efforts.

Integration Steps:

  1. 0 Patient completes payment via PayPal on a patient portal or website.
  2. 1 PayPal webhook (`PAYMENT.CAPTURE.COMPLETED`) notifies the iPaaS.
  3. 2 iPaaS extracts 'Payment Transaction' and 'Customer (Payer)' data from PayPal.
  4. 3 iPaaS maps PayPal data to Epic's 'Claim' or 'Encounter' entities, linking to the 'Patient' record.
  5. 4 iPaaS sends FHIR `Claim` update or `Observation` (for payment) to Epic via `/api/FHIR/R4/Claim` or `/api/FHIR/R4/Observation`.
  6. 5 Epic's billing module is updated, and patient account balance reflects the payment.

Business Outcome

Accelerated cash flow, reduced manual reconciliation, improved data accuracy, enhanced patient satisfaction.

Frequency

Real-time (event-driven)

Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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 /v2/checkout/orders Create a new PayPal order for patient payment processing.
POST /v2/checkout/orders/{id}/capture Capture authorized funds for a specific patient order, completing the payment.
POST /v2/payments/captures/{id}/refund Process a refund for a previously captured patient payment.
POST /v1/oauth2/token Obtain an OAuth 2.0 access token for PayPal API authentication.
POST /v1/notifications/webhooks Register or manage webhooks to receive real-time event notifications for payments, refunds, and disputes.
GET /v1/customer/disputes Retrieve details of ongoing disputes for payments related to patient services.
POST /v1/billing/subscriptions Create and manage recurring billing subscriptions for patient wellness programs.

⚡ Transformation Logic

  • PayPal `Payment Transaction.amount` and `currency_code` are converted to Epic `Claim.total.value` (Money type) with appropriate currency conversion rates if necessary.
  • PayPal `Customer (Payer).email_address` is used to search and match `Patient.telecom` in Epic for existing patient records. If no match, a new `Patient` record is staged for creation.
  • PayPal `Order.purchase_units.items` are mapped to Epic `Claim.item.productOrService` codes, potentially using a lookup table for service code harmonization.
  • PayPal `Refund.capture_id` is linked to the original `Payment Transaction.id` to ensure accurate financial reversal against the correct Epic `Claim`.
  • PayPal `Dispute.reason` is mapped to a predefined `ServiceRequest.code` or custom field in Epic to categorize the nature of the dispute.

🛡️ Error Handling

  • PayPal API rate limit exceeded during peak payment periods, leading to queued transactions.
  • Epic FHIR API validation errors due to incorrect data format or missing required fields for a `Claim` update.
  • Network connectivity issues between iPaaS and either PayPal or Epic.
  • Mismatch in patient identification, preventing accurate payment posting to the correct Epic `Patient` record.
  • Webhook signature validation failure from PayPal, indicating a potentially malicious or malformed event.
Pricing

Simple, transparent pricing for PayPal + 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 PayPal with Epic EHR?
Integrating PayPal with Epic EHR automates the entire patient payment lifecycle, from online payment capture to financial posting in Epic. This reduces manual data entry, minimizes errors, accelerates cash flow, and provides a unified view of patient financial accounts, all while ensuring compliance with healthcare and payment industry regulations.

Security & Compliance FAQs

▸ How does the integration handle sensitive patient and payment data (HIPAA & PCI DSS)?
The integration is designed with security and compliance as top priorities. It leverages PayPal's secure tokenization to avoid storing raw cardholder data, employs end-to-end encryption (TLS 1.2+, AES-256) for all data in transit and at rest, and ensures the iPaaS adheres to HIPAA regulations, including signing Business Associate Agreements (BAAs). Webhook signatures are validated, and strict access controls are enforced.

Workflows FAQs

▸ Can I automate patient refunds and dispute management between Epic and PayPal?
Absolutely. By leveraging PayPal's webhooks, the iPaaS can detect real-time refund confirmations or dispute initiations. Workflows can then be triggered to automatically update Epic's financial records, create dispute cases (e.g., as 'ServiceRequests'), and route notifications to appropriate internal teams, streamlining resolution and reducing manual intervention.

AI Enhancements FAQs

▸ What role does AI play in the PayPal-Epic integration?
AI significantly enhances the integration by providing intelligent validation for transactions, detecting anomalies for potential fraud in real-time, suggesting optimal data mappings between disparate systems, and automating exception handling for common payment issues. This leads to higher data quality, reduced manual effort, and improved risk management.

Technical FAQs

▸ How does the integration manage Epic's FHIR APIs and rate limits?
The integration uses Epic's FHIR R4 APIs via 'Open Epic' for robust, standardized data exchange. To manage rate limits, the iPaaS implements intelligent queuing, dynamic throttling, and exponential backoff for retries. For high-volume, non-real-time updates, batch processing is utilized to optimize performance and stay within API usage limits.

Low-Code FAQs

▸ Is low-code/no-code development supported for customizing workflows?
Yes, a core advantage of using a modern iPaaS is its low-code/no-code interface. Business analysts and citizen integrators can graphically design, configure, and manage PayPal and Epic integration workflows using intuitive drag-and-drop tools, enabling rapid customization and reducing reliance on traditional IT development resources.

Data Synchronization FAQs

▸ What data entities can be synchronized between PayPal and Epic?
A wide range of data can be synchronized, including PayPal 'Payment Transactions' (authorizations, captures, refunds), 'Order' details, 'Customer (Payer)' information, 'Subscription' statuses, and 'Dispute' records. These map to Epic's 'Patient' demographics, 'Claim' details, 'Encounter' records, and 'Observation' for financial postings, ensuring a comprehensive view.

Implementation FAQs

▸ How quickly can this integration be implemented?
Leveraging pre-built connectors for PayPal and Epic FHIR, along with low-code/no-code mapping tools within the iPaaS, the initial integration can be implemented significantly faster than custom coding. While exact timelines vary by complexity, many core workflows can be operational in weeks, not months, delivering rapid time-to-value.
Implementation Timeline

Go live with PayPal + 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 PayPal 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 PayPal + 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 PayPal + 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 PayPal + 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