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Connect™

Quotewerks + Epic Integration

Clarity Connect™ integrates Quotewerks 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 Quotewerks 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 Quotewerks and Epic.

  • Synchronize custom fields in Quotewerks (e.g., 'Medical Specialty', 'Device Type') to corresponding custom extensions or attributes in Epic FHIR resources (e.g., 'Patient.extension', 'ServiceRequest.extension').
  • Map Epic custom data elements (e.g., specific clinical flags) to Quotewerks custom fields for enhanced sales context.
Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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

  • Synchronize custom fields in Quotewerks (e.g., 'Medical Specialty', 'Device Type') to corresponding custom extensions or attributes in Epic FHIR resources (e.g., 'Patient.extension', 'ServiceRequest.extension').
  • Map Epic custom data elements (e.g., specific clinical flags) to Quotewerks custom fields for enhanced sales context.

Robust Integration Architecture for Quotewerks and Epic

The integration architecture is built on a modern iPaaS, providing a scalable, secure, and resilient foundation for connecting Quotewerks and Epic. It emphasizes an event-driven paradigm to ensure real-time responsiveness for critical healthcare and sales operations.

Data Flow Steps

Event-Driven Architecture: Use webhooks from Quotewerks and Epic's eventing capabilities for real-time updates (e.g., quote acceptance, new patient registration).

Canonical Data Model: Define a common, standardized data model within the iPaaS for entities like Customer/Patient and Product/Service to simplify mapping between disparate schemas.

API Gateway Pattern: Centralize API management, security, and rate limiting for both Quotewerks and Epic endpoints.

Message Queueing: Implement message queues for asynchronous processing and to buffer requests, preventing system overload during peak times.

Idempotent Operations: Design API calls to be idempotent where possible to safely retry requests without creating duplicate records.

Data Touchpoints

iPaaS Runtime Engine: Executes integration workflows.
Quotewerks Connector: Handles API authentication, requests, and webhook reception.
Epic FHIR Connector: Manages OAuth 2.0, FHIR resource creation/retrieval, and event subscription.
Data Mapping & Transformation Engine: Visual tool for schema mapping and data manipulation.
Message Queues/Event Bus: Decouples systems, handles spikes in event volume, ensures message delivery.
AI/ML Services: For auto-mapping, anomaly detection, data validation, and predictive insights.
Centralized Monitoring & Alerting: Dashboards and notification services.
Secure Credential Vault: Stores API keys, OAuth tokens securely.

"Conceptual diagram includes: Quotewerks (Source) -> iPaaS (Orchestration, Transformation, AI) -> Epic (Target). Key components: Quotewerks Webhooks, iPaaS Connectors (Quotewerks, Epic FHIR), Data Mapping Engine, Transformation Logic, AI Services, Error Handling, Monitoring, Message Queues, Data Lake/Warehouse (for analytics). Bi-directional arrows indicate data flow for entities like Customer/Patient, Product/Observation. Event triggers from both systems initiating workflows within the iPaaS."

Pricing

Simple, transparent pricing for Quotewerks + 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 Quotewerks

Integrating Quotewerks 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.

Customer / Patient

Mapping Quotewerks' 'Customer' (organization/individual) to Epic's 'Patient' or 'Organization' entity is foundational. This ensures sales-related contacts can be linked to clinical or administrative records.

Quotewerks Fields

CustomerID CompanyName ContactName Email Phone Address BillingAddress ShippingAddress TaxID

Epic Fields

id identifier (MRN, SSN) name gender birthDate address telecom (phone, email) (for Patient) name type address telecom (for Organization)

Mapping Notes

Requires robust deduplication logic based on identifiers (e.g., TaxID, SSN, MRN, email, phone) to prevent duplicate records. For Patient entities, strict PHI handling is critical. Quotewerks 'Contact' can map to Epic 'Practitioner' or 'Patient.Contact' depending on role. Bi-directional sync for core demographic data is recommended, with Epic often being the master for clinical patient data.

Next Steps

See Quotewerks + 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.

Medical Device Sales to Patient Care Orchestration

Automate the transition from an accepted medical device quote in Quotewerks to relevant records in Epic, initiating procurement, scheduling installation/training, and updating patient equipment profiles for care planning.

Integration Steps:

  1. 0 Sales rep creates quote for medical device in Quotewerks.
  2. 1 Quote is accepted and marked 'Accepted' in Quotewerks.
  3. 2 iPaaS detects status change via webhook.
  4. 3 iPaaS creates/updates 'ServiceRequest' (e.g., for device installation) or 'Observation' (e.g., device assignment) entities in Epic, linked to the relevant 'Patient' or 'Organization'.
  5. 4 If a new patient, 'Patient' entity created/updated in Epic from Quotewerks 'Customer' data (with PHI masking for non-clinical fields).
  6. 5 Purchase order for device parts triggered in ERP (if integrated).
  7. 6 Sales opportunity in CRM updated with Epic reference ID and status.

Business Outcome

Accelerated fulfillment of medical device orders, improved patient equipment tracking, enhanced care coordination, and reduced manual data entry for clinical staff.

Frequency

Real-time, event-driven

Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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 /api/v1/quotes Create a new quote in Quotewerks from an external system (e.g., when a patient inquiry from Epic warrants a sales proposal).
PUT /api/v1/quotes/{id} Update the status of a quote (e.g., 'Accepted', 'Rejected', 'Pending Approval') which can trigger downstream Epic workflows.
POST /api/v1/customers Create a new customer record in Quotewerks (e.g., from a new Epic 'Organization' or 'Patient' record, with PHI considerations).
GET /api/v1/products Retrieve a list of products from Quotewerks to ensure product availability/details are consistent.
PUT /api/v1/products/{id} Update product details or inventory levels in Quotewerks (e.g., syncing from Epic's supply chain data).
POST /api/v1/webhooks/subscribe Register an iPaaS endpoint to receive real-time notifications for Quotewerks events (e.g., quote status change, new customer).

⚡ Transformation Logic

  • Customer to Patient/Organization: Standardize address fields, de-duplicate based on name/email/TaxID/MRN. Mask/anonymize PHI if flowing to non-PHI systems.
  • Quote Line Item to Epic Service Code: Utilize lookup tables and AI-assisted mapping to convert Quotewerks product SKUs/descriptions to LOINC, SNOMED CT, or CPT codes for Epic 'ServiceRequest.code' or 'Claim.item'.
  • Quote Status to Epic Status: Map Quotewerks 'Accepted' to Epic 'ServiceRequest.status=Active' or 'Claim.status=Pending'. Map Quotewerks 'Rejected' to Epic 'ServiceRequest.status=Revoked'.
  • Amount Conversion: Ensure currency conversion and tax calculations are consistent when mapping Quotewerks 'TotalAmount' to Epic 'Claim.total'.

🛡️ Error Handling

  • Quotewerks quote accepted but corresponding Epic ServiceRequest fails due to invalid patient ID.
  • Epic 'Patient' update fails to sync to Quotewerks 'Customer' due to API rate limits.
  • Product inventory sync from Epic to Quotewerks fails due to data type mismatch.
  • PHI data inadvertently transferred to a non-compliant field or system.
Pricing

Simple, transparent pricing for Quotewerks + 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

▸ What is the primary benefit of integrating Quotewerks with Epic?
The primary benefit is the automation of critical workflows from sales (Quotewerks) to clinical/administrative processes (Epic). This eliminates manual data entry, ensures real-time data consistency for customer, product, and patient information, accelerates the quote-to-care-to-cash cycle, and significantly improves operational efficiency while maintaining compliance.

Security & Compliance FAQs

▸ How does the integration ensure HIPAA compliance when handling patient data?
Our iPaaS solution is designed with HIPAA compliance in mind. It enforces end-to-end encryption (TLS 1.2+ in transit, AES-256 at rest), strict access controls, data masking/tokenization for PHI in non-production environments, and comprehensive audit trails. We also provide Business Associate Agreements (BAAs) to ensure shared responsibility for PHI protection.

Data Synchronization FAQs

▸ Can I synchronize product and inventory data from Epic to Quotewerks?
Absolutely. The integration allows for real-time or scheduled synchronization of product catalogs, pricing, and inventory levels for medical devices and consumables from Epic's supply chain modules (or related systems) to Quotewerks. This ensures your sales team always quotes with accurate and up-to-date information, preventing overselling.

Workflows FAQs

▸ How are accepted Quotewerks quotes transformed into Epic records?
When a quote is accepted in Quotewerks, the iPaaS captures this event. It then transforms the Quotewerks 'Quote' and its 'Line Items' into relevant Epic entities such as 'ServiceRequest' (for orders, referrals, or service initiation) or 'Claim' (for billing). This often involves AI-assisted mapping of Quotewerks product SKUs to Epic's standardized clinical codes (LOINC, SNOMED CT).

Technology FAQs

▸ What role do low-code/no-code tools play in this integration?
Low-code/no-code tools empower business users (sales, operations, clinical staff) to build and modify integration workflows using intuitive visual designers, without deep coding knowledge. This accelerates development cycles, reduces IT backlog, and allows for rapid adaptation to changing healthcare or sales processes, making the integration highly agile and responsive.
▸ How does AI enhance the Quotewerks-Epic integration?
AI significantly augments the integration by providing capabilities like auto-suggested field mappings, intelligent data validation, anomaly detection in data flows (e.g., unusual claim values), and predictive analytics for sales forecasting or operational insights. It can also assist in converting natural language product descriptions to standardized clinical codes.

Customization FAQs

▸ Can the integration handle custom fields and complex business rules?
Yes. Our iPaaS supports syncing custom fields between Quotewerks and Epic, mapping them to standard or extended FHIR resources. A robust rules engine allows for defining complex business logic, such as conditional routing, dynamic pricing adjustments, automated approval flows, and specific data validation based on your unique organizational requirements.

Error Handling FAQs

▸ What happens if there's an error in data transfer?
The integration includes comprehensive error handling. All API failures are logged with detailed information. Automated retry mechanisms with exponential backoff are implemented for transient errors. Persistent errors trigger alerts to relevant teams and route messages to a dead-letter queue for manual investigation and reprocessing, ensuring no critical data is lost.
Implementation Timeline

Go live with Quotewerks + 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 Quotewerks 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 Quotewerks + 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 Quotewerks + 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 Quotewerks + 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