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Unify Healthcare Operations: Seamless Sage 200 & Epic Integration

Connect your financial backbone with your EHR powerhouse. Automate patient billing, optimize supply chains, and gain real-time insights for smarter healthcare management.

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The Challenge

The Disconnect Between Healthcare Finance and Patient Care

Healthcare organizations often struggle with siloed data, where critical financial, operational, and patient information resides in disparate systems. This disconnect leads to inefficiencies, compliance risks, and delayed decision-making, directly impacting patient care and profitability.

  • Manual data entry between Epic and Sage 200 for billing and procurement.
  • Delayed or inaccurate financial reconciliation of patient claims and payments.
  • Suboptimal medical supply chain management due to fragmented inventory data.
  • Lack of real-time visibility into the financial impact of clinical operations.
  • Increased risk of compliance breaches (e.g., HIPAA) with manual data handling.
  • High operational costs due to redundant administrative tasks.
Integration Diagram
Solution Illustration
The Solution

Intelligent Integration: Connecting Sage 200 and Epic with an iPaaS

Our powerful iPaaS solution provides a central hub to seamlessly integrate Sage 200 and Epic, transforming fragmented data into actionable insights. By leveraging advanced API connectivity, low-code automation, and AI-driven intelligence, we create a unified ecosystem that drives efficiency across your financial, supply chain, and patient management workflows.

  • Bidirectional Data Synchronization (Real-time & Batch)
  • Pre-built Connectors for Sage 200 and Epic FHIR APIs
  • Visual Drag-and-Drop Workflow Builder
  • AI-Powered Data Mapping & Validation
  • Robust Error Handling & Automated Retries
Implementation Timeline

Go live with Sage 200 + 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 Sage 200 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 Sage 200 + 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

  • Bidirectional Data Synchronization (Real-time & Batch)
  • Pre-built Connectors for Sage 200 and Epic FHIR APIs
  • Visual Drag-and-Drop Workflow Builder
  • AI-Powered Data Mapping & Validation
  • Robust Error Handling & Automated Retries
  • Comprehensive Security & HIPAA Compliance
  • Scalable, Cloud-Native Architecture
  • Centralized Monitoring & Analytics Dashboards

Technical Integration Details: Sage 200 & Epic

Our integration solution leverages a modern iPaaS to orchestrate complex data flows between Sage 200 and Epic. It's designed for scalability, security, and real-time performance, utilizing best-in-class API connectivity and event-driven architecture.

Data Flow Steps

Secure Connection Establishment: Utilize pre-built, authenticated connectors for Sage 200 APIs (e.g., via OAuth 2.0 or API keys) and Epic FHIR APIs (OAuth 2.0 with SMART on FHIR or client credential flow).

Event Listener/Polling Configuration: Configure iPaaS to listen for critical events from Epic (e.g., new 'Claim', 'Appointment' update, 'Supply Item Reorder' trigger) via webhooks/event APIs, or schedule polling for Sage 200 data changes (e.g., new 'Invoice', 'Stock Level' update).

Data Extraction & Transformation: Extract relevant data entities from the source system. Apply pre-processing and AI-assisted transformations to harmonize schemas and data formats (e.g., FHIR resources to Sage 200 entities, LOINC/SNOMED codes to financial categories).

Business Logic & Validation: Implement business rules and validation logic within the iPaaS workflow. This ensures data integrity and adherence to both system's requirements before data is committed (e.g., credit limit checks for new customers, mandatory fields for invoices).

Data Loading: Post transformed and validated data to the target system's APIs (e.g., Sage 200 '/api/v1/customers' for new patients, Epic '/api/FHIR/R4/Observation' for device data related to billing).

Error Handling & Monitoring: Implement comprehensive error handling (retries, dead-letter queues), logging, and real-time alerts. Monitor end-to-end workflow performance and data quality through centralized dashboards.

Data Touchpoints

Epic: Patient, Appointment, Encounter, ServiceRequest, Observation, Claim, Organization, MedicationRequest
Sage 200: Customer, Supplier, Stock Item, Sales Order, Purchase Order, Invoice (Sales/Purchase), Payment, General Ledger Account, Journal Entry, Warehouse

"A typical integration flow begins with an event or scheduled trigger. Data is extracted from the source system, undergoes AI-assisted transformation and validation within the iPaaS, then is routed and posted to the target system's APIs. Robust error handling, logging, and monitoring ensure data integrity and operational continuity throughout the process."

Pricing

Simple, transparent pricing for Sage 200 + 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 Sage 200

Integrating Sage 200 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 Sage 200 & Epic

Successful integration hinges on precise, intelligent mapping between disparate entities. Our iPaaS provides visual tools and AI assistance to harmonize critical data, ensuring accuracy and consistency across your financial and clinical systems.

Patient (Epic) / Customer (Sage 200)

Synchronizes demographic and administrative details of individuals receiving healthcare services with the financial customer records for billing and accounts receivable.

Sage 200 Fields

CustomerID CustomerAccountRef CustomerName AddressLine1 City PostCode ContactName EmailAddress PhoneNumber CreditLimit PaymentTerms

Epic Fields

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

Mapping Notes

MRN (Medical Record Number) from Epic is typically mapped to a custom field or 'CustomerAccountRef' in Sage 200 for unique identification. Address fields require careful mapping to ensure consistency. 'CreditLimit' and 'PaymentTerms' usually originate in Sage 200.

Next Steps

See Sage 200 + 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.

End-to-End Patient-to-Cash Automation

Automate the entire patient billing lifecycle, from patient registration in Epic to invoice generation and payment reconciliation in Sage 200. This ensures accurate and timely billing, reducing administrative overhead and improving cash flow.

Integration Steps:

  1. 0 New 'Patient' registered in Epic or updated (FHIR: Patient).
  2. 1 iPaaS triggers, creates/updates 'Customer' in Sage 200.
  3. 2 Epic 'Claim' (FHIR: Claim) or 'ServiceRequest' (e.g., patient-billed service) finalized.
  4. 3 iPaaS maps claim/service data to Sage 200 'Invoice (Sales)' line items.
  5. 4 Invoice created in Sage 200, linked to 'Customer'.
  6. 5 Payments received (via integrated payment gateway to Sage 200) are automatically allocated to the 'Invoice'.
  7. 6 Invoice status (e.g., 'Paid') updated in Sage 200 and optionally synced back to Epic for visibility.

Business Outcome

Expedited revenue realization, fewer billing disputes, improved patient satisfaction, accurate financial reporting, and reduced manual reconciliation efforts.

Frequency

Real-time / Event-driven

Business Value

Key Integration Benefits

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

Accelerated Revenue Cycle
Automate claims submission, patient billing, and payment reconciliation between Epic and Sage 200, significantly reducing manual effort and speeding up cash flow. This leads to faster invoice processing and improved accounts receivable.
Optimized Medical Supply Chain
Achieve real-time inventory synchronization for medical supplies, automating reorders from Epic into Sage 200. Minimize stockouts, reduce carrying costs, and improve procurement efficiency.
Enhanced Data Accuracy & Compliance
Eliminate manual data entry errors and ensure consistent, compliant data across both systems. Built-in validation, encryption, and audit trails support HIPAA, GDPR, and other regulatory requirements.
Improved Operational Efficiency
Automate routine administrative tasks, freeing up clinical and financial staff to focus on higher-value activities and patient care. Streamline workflows from patient onboarding to financial close.
Real-time Financial Visibility
Gain immediate insights into the financial performance of clinical operations, project costs, and revenue streams. Support data-driven decision-making with up-to-date information.
Agile & Future-Proof Integration
Leverage a low-code/no-code iPaaS with AI capabilities to quickly adapt integrations to changing business needs, new regulations, or system updates without extensive coding.
✨

Accelerated Revenue Cycle

25-40% Reduction in Days Sales Outstanding

📋 What You Get

Automate claims submission, patient billing, and payment reconciliation between Epic and Sage 200, significantly reducing manual effort and speeding up cash flow. This leads to faster invoice processing and improved accounts receivable.

💼 Business Impact

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

Implementation Timeline

Go live with Sage 200 + 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 Sage 200 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 Sage 200 + 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
GET, POST, PUT /api/v1/customers Manage customer records for patient billing, often created from Epic patient data.
GET, POST, PUT /api/v1/salesorders Create sales orders for services or supplies billable to patients/payers.
GET, PUT /api/v1/stockitems Retrieve product information, update inventory levels for medical supplies.
GET, POST /api/v1/purchaseinvoices Create purchase invoices for medical suppliers, often from POs triggered by Epic.
GET, POST, PUT /api/v1/suppliers Manage supplier master data for procurement of medical goods/services.
POST /api/v1/generalledger/journals Post journal entries for payroll summaries, project costs, and financial adjustments.
POST, GET /api/v1/payments Record customer payments against patient invoices.
GET, POST, PUT /api/v1/projects Manage project details and post time/expense for clinical research.

⚡ Transformation Logic

  • Patient to Customer ID Mapping: Epic MRN (identifier) to Sage 200 CustomerAccountRef or custom field.
  • Service Code to GL Account Mapping: Epic clinical service codes (e.g., CPT) to Sage 200 General Ledger Account numbers for revenue/expense posting.
  • Address Harmonization: Standardizing address formats from Epic's FHIR 'address' resource to Sage 200's separate address fields.
  • Unit of Measure Conversion: Converting clinical units (e.g., 'tablet') to procurement units (e.g., 'box of 100') for supply chain.
  • Date Format Standardization: Ensuring consistent date and time formats across systems.

🛡️ Error Handling

  • Sage 200 API Rate Limit Exceeded: iPaaS queues requests and retries with exponential backoff.
  • Epic FHIR Validation Failure: Data sent to Epic does not conform to FHIR schema. iPaaS logs error, quarantines message, and alerts for manual correction.
  • Duplicate Customer/Patient Creation: Deduplication logic prevents creation, updates existing record. If conflict, flags for review.
  • Missing Required Field: (e.g., 'CustomerID' missing for an invoice). iPaaS rejects transaction, logs, and alerts.
  • Network Interruption: iPaaS retries automatically; if persistent, triggers circuit breaker and alerts.
Pricing

Simple, transparent pricing for Sage 200 + 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 are the primary benefits of integrating Sage 200 with Epic?
The primary benefits include automating patient billing and claims processing, optimizing medical supply chain and inventory management, ensuring real-time financial reconciliation, enhancing data accuracy, and maintaining stringent healthcare compliance (HIPAA). This leads to significant operational efficiencies and cost savings.

Security & Compliance FAQs

▸ How does this integration handle Protected Health Information (PHI) and HIPAA compliance?
Our iPaaS solution is designed with end-to-end security and compliance as a priority. It employs TLS 1.2+ encryption for data in transit, AES-256 for data at rest, strict access controls (OAuth 2.0, RBAC), and comprehensive audit trails. We provide Business Associate Agreements (BAAs) to ensure full HIPAA compliance for PHI handling.

Customization FAQs

▸ Can I customize the integration workflows to my specific hospital's needs?
Absolutely. Our iPaaS features a low-code/no-code visual designer that allows you to easily customize integration workflows, data mappings, and business rules. You can add custom fields, define conditional logic, and extend functionalities without extensive coding, making the solution highly adaptable to your unique operational requirements.

Technical FAQs

▸ Does the integration support real-time data synchronization between Epic and Sage 200?
Yes, the integration is designed for near real-time data synchronization. By leveraging Epic's FHIR APIs and event-driven architecture (webhooks/event listeners), the iPaaS can react instantly to critical events like new patient registrations, updated claims, or supply reorder triggers, ensuring your financial and clinical data is always up-to-date.

AI Features FAQs

▸ What role does AI play in enhancing Sage 200 and Epic integration?
AI significantly enhances the integration by providing intelligent assistance for data mapping, automatically suggesting optimal field transformations. It also powers anomaly detection, proactively flagging unusual financial transactions or data discrepancies, and assists with intelligent error resolution, leading to more robust and efficient workflows.

Performance FAQs

▸ How are API rate limits handled for Epic and Sage 200?
Our iPaaS incorporates intelligent rate limit management. This includes queuing mechanisms to smooth out data bursts, intelligent batching for non-real-time operations, and dynamic throttling to ensure API calls stay within limits, preventing service interruptions and optimizing overall system stability.

Entities & Data FAQs

▸ What entities are typically integrated between Sage 200 and Epic?
Key entities include Epic's Patient (mapped to Sage 200 Customer), Epic's Claim (mapped to Sage 200 Sales Invoice), Epic's ServiceRequest (for lab orders, referrals, or supply reorders, mapped to Sage 200 Sales Orders or Purchase Orders), and Sage 200's Stock Item (synchronized with Epic's inventory for medical supplies). General Ledger Journals are also frequently integrated.

Implementation FAQs

▸ How do you manage different integration environments (Dev, QA, Prod)?
Our iPaaS supports a structured integration lifecycle management with dedicated environments for development, quality assurance, and production. This includes version control for all workflows, automated testing capabilities, and clear promotion pipelines to ensure stability and reliability across all stages before deployment to live systems.
Implementation Timeline

Go live with Sage 200 + 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 Sage 200 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 Sage 200 + 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 Sage 200 + 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 Sage 200 + 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