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Opayo (Sage Pay) & Epic EHR Integration: Powering Seamless Patient Payments & Billing Efficiency

Unify your payment processing with your Electronic Health Record. Automate patient billing, accelerate revenue cycles, and ensure HIPAA & PCI compliance with a robust iPaaS solution.

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The Challenge

The Challenges of Disconnected Healthcare Payments & EHR Systems

Healthcare organizations face significant hurdles when their payment processing systems operate in silos from their core EHR. This fragmentation leads to operational inefficiencies, compliance risks, and a suboptimal patient experience.

Manual reconciliation of Opayo payment data with Epic's billing module.
Delayed posting of patient payments, impacting cash flow and financial reporting.
Inconsistent patient billing experience across various payment channels.
Increased risk of data entry errors and financial discrepancies.
Difficulty in tracking real-time payment statuses and managing refunds efficiently.
Complexities in maintaining compliance with both PCI DSS (for payments) and HIPAA (for patient data).
Lack of centralized visibility into the complete patient financial journey.

The Solution

The Unified Solution: Opayo (Sage Pay) & Epic EHR Integration via iPaaS

Our iPaaS-driven integration solution seamlessly connects Opayo (Sage Pay) with Epic EHR, transforming your healthcare payment and billing operations. By automating data flow, orchestrating complex workflows, and ensuring real-time synchronization, we empower your organization to achieve unparalleled efficiency, accuracy, and compliance.

Real-time patient payment processing and synchronization.
Automated refund and chargeback management.
Secure tokenization for recurring payments.
Comprehensive daily settlement reconciliation.
Unified view of patient financial and clinical data.

Implementation Timeline

Go live with Sage Pay + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Sage Pay and Epic, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

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 Pay + 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 patient payment processing and synchronization.
Automated refund and chargeback management.
Secure tokenization for recurring payments.
Comprehensive daily settlement reconciliation.
Unified view of patient financial and clinical data.
AI-augmented fraud detection and anomaly alerting.
Low-code/no-code workflow automation for finance and operations teams.

Technical Integration Details: Opayo (Sage Pay) & Epic EHR

Our integration leverages a modern iPaaS architecture to create a robust, secure, and highly efficient bridge between Opayo's payment processing capabilities and Epic's comprehensive EHR system. This ensures seamless data flow, real-time updates, and strict adherence to industry standards.

Data Flow Steps

API Connectivity: Establish secure API connections to Opayo's RESTful APIs and Epic's FHIR R4 APIs via the iPaaS.

Authentication & Authorization: Configure OAuth 2.0 for Epic (Open Epic) and API Key authentication for Opayo, managing credentials securely within the iPaaS.

Event-Driven Triggers: Implement Opayo webhooks for real-time payment status updates and leverage Epic's eventing capabilities (e.g., Open Epic events) for patient or billing changes.

Data Mapping & Transformation: Utilize the iPaaS's visual mapping canvas to transform Opayo's 'Payment Transaction', 'Refund', and 'Settlement Batch' schemas into Epic's FHIR 'Claim', 'Encounter', and 'Patient' resource structures.

Business Logic & Validation: Apply low-code business rules within the iPaaS for conditional routing, data validation (e.g., matching patient IDs, verifying amounts), and error handling.

Workflow Orchestration: Design end-to-end workflows in the iPaaS to manage the entire payment lifecycle, including payment initiation, status updates, refunds, and reconciliation.

Error Handling & Monitoring: Implement robust retry mechanisms, dead-letter queues, and centralized logging/monitoring for all integration touchpoints.

Deployment & Governance: Deploy and manage integration flows through a structured Dev → QA → Prod pipeline with version control and auditing.

Data Touchpoints

Opayo: Payment Transaction (Authorization, Capture, Refund, Void), Order, Customer, Refund, Payment Token, Invoice, Settlement Batch, Chargeback, Fraud Indicator.

Epic: Patient (FHIR: Patient), Appointment (FHIR: Appointment), Encounter (FHIR: Encounter), ServiceRequest (FHIR: ServiceRequest), Observation (FHIR: Observation), Claim (FHIR: Claim), MedicationRequest (FHIR: MedicationRequest), Location (FHIR: Location).

"Payment Initiation (Patient Portal/POS) -> Opayo (Process Payment) -> Opayo Webhook/API -> iPaaS (Transform & Orchestrate) -> Epic FHIR API (Update Claim/Encounter/Patient) -> Epic EHR (Financial Records Updated) -- (Daily) --> Opayo (Settlement Report) -> iPaaS (Reconcile) -> Epic EHR (Reconciliation Update)"

Pricing

Simple, transparent pricing for Sage Pay + 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 Pay

Integrating Sage Pay 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.

Benefits of Integrating Epic

Integrating Epic streamlines your operations. Connect your systems to ensure data flows seamlessly across your organization.

Hover over the steps on the right to see detailed integration points.

Data Mapping

Key Entities & Data Mapping for Opayo (Sage Pay) and Epic EHR

Understanding the core data entities and their precise mapping is crucial for a successful Opayo-Epic integration. Our iPaaS provides a visual canvas for these transformations, often augmented by AI for intelligent suggestions.

Payment Transaction (Opayo) <-> Claim/Encounter Payment (Epic)

Represents a single payment event processed by Opayo and its corresponding financial entry within an Epic patient 'Claim' or 'Encounter'.

Sage Pay Fields

[field, transactionId],[description, Unique Opayo transaction identifier.] [field, vendorTxCode],[description, Your internal order/invoice ID (often Epic 'Claim' or 'Encounter' ID).] [field, amount],[description, Transaction amount.] [field, currency],[description, Transaction currency.] [field, status],[description, Payment status (e.g., 'OK', 'Pending', 'Failed').] [field, transactionType],[description, Type of transaction (e.g., 'Payment', 'Refund', 'Deferred').] [field, customerEmail],[description, Email of the payer.] [field, paymentMethod],[description, Method used (e.g., 'Card', 'PayPal').] [field, cardType],[description, Type of card (e.g., 'VISA', 'MC').] [field, createdDate],[description, Date/time of transaction.]

Epic Fields

[field, Claim.id],[description, Epic 'Claim' ID.] [field, Claim.total],[description, Total amount of the claim.] [field, Claim.payment.amount],[description, Payment amount received for the claim.] [field, Claim.payment.date],[description, Date payment was received.] [field, Claim.payment.type],[description, Type of payment (e.g., 'Credit Card').] [field, Encounter.id],[description, Epic 'Encounter' ID.] [field, Encounter.account.balance],[description, Remaining balance for the encounter.] [field, ExplanationOfBenefit.payment.amount],[description, Payment details within EOB for claim.] [field, Patient.identifier (MRN)],[description, Patient's Medical Record Number.]

Mapping Notes

Map Opayo's `vendorTxCode` to Epic's 'Claim' or 'Encounter' ID for direct linkage. Opayo's `amount` and `currency` map to Epic's payment details. `status` from Opayo needs careful mapping to Epic's internal payment statuses. Customer email can link to Epic 'Patient' telecom details. Use `transactionId` as a reference in Epic for easy lookup.

Refund (Opayo) <-> Credit Memo/Claim Adjustment (Epic)

A reversal of a payment transaction in Opayo, corresponding to a credit or adjustment entry in Epic's financial system.

Sage Pay Fields

[field, refundId],[description, Unique Opayo refund identifier.] [field, originalTransactionId],[description, ID of the original Opayo transaction being refunded.] [field, amount],[description, Refund amount.] [field, currency],[description, Refund currency.] [field, reason],[description, Reason for the refund.] [field, refundDate],[description, Date/time of refund.] [field, status],[description, Refund status.]

Epic Fields

[field, ClaimResponse.id],[description, Epic 'ClaimResponse' ID related to adjustment.] [field, ClaimResponse.total],[description, Adjusted claim total.] [field, ExplanationOfBenefit.payment.adjustment.amount],[description, Amount of payment adjustment/refund.] [field, ExplanationOfBenefit.payment.adjustment.reason],[description, Reason for adjustment.] [field, Patient.id (MRN)],[description, Patient's Medical Record Number.]

Mapping Notes

The `originalTransactionId` from Opayo is crucial for linking to the initial payment in Epic. The `amount` and `reason` for refund need to be accurately reflected in Epic's 'ClaimResponse' or a custom credit memo entity. Ensure `refundId` is stored in Epic for auditability.

Customer (Opayo) <-> Patient (Epic)

Details of the individual making a payment in Opayo, synchronized with the core patient record in Epic for unified data.

Sage Pay Fields

[field, customerId],[description, Opayo's customer identifier.] [field, firstName],[description, Customer's first name.] [field, lastName],[description, Customer's last name.] [field, email],[description, Customer's email address.] [field, billingAddress],[description, Customer's billing address.] [field, shippingAddress],[description, Customer's shipping address.] [field, phone],[description, Customer's phone number.]

Epic Fields

[field, Patient.id (MRN)],[description, Patient's Medical Record Number.] [field, Patient.name.given],[description, Patient's first name.] [field, Patient.name.family],[description, Patient's last name.] [field, Patient.telecom (email)],[description, Patient's email address.] [field, Patient.address],[description, Patient's primary address.] [field, Patient.gender],[description, Patient's gender.] [field, Patient.birthDate],[description, Patient's date of birth.]

Mapping Notes

A common identifier (e.g., MRN) should be used to link Opayo `customerId` to Epic `Patient.id`. Name, address, and contact details require careful mapping and deduplication logic. Ensure PHI is handled compliantly.

Payment Token (Opayo) <-> Patient/Subscription (Epic)

A secure, encrypted representation of a customer's payment method in Opayo, linked to a patient for recurring billing in Epic (e.g., for subscription health services).

Sage Pay Fields

[field, tokenId],[description, Unique Opayo payment token identifier.] [field, customerId],[description, Opayo's customer ID linked to the token.] [field, cardType],[description, Type of card tokenized.] [field, expiryDate],[description, Card expiry date (month/year).] [field, last4Digits],[description, Last four digits of the card.] [field, status],[description, Token status (e.g., 'Active', 'Inactive').]

Epic Fields

[field, Patient.id (MRN)],[description, Patient's Medical Record Number.] [field, Patient.extension (custom)],[description, Custom extension for payment token ID.] [field, ServiceRequest.id],[description, Service request ID for subscription.] [field, Subscription.id (custom)],[description, Custom subscription entity ID.] [field, Subscription.paymentTokenId (custom)],[description, Field to store Opayo tokenId.]

Mapping Notes

The Opayo `tokenId` is critical and must be securely stored in Epic (ideally in a custom field or extension) and linked to the 'Patient' or a custom 'Subscription' entity. Never store raw card details in Epic.

Next Steps

See Sage Pay + 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 Online Bill Payment

Enable patients to securely pay outstanding balances directly from a patient portal (linked to Epic) using Opayo. Upon successful payment, Epic's financial records and the patient's claim status are updated in real-time, providing a seamless and transparent billing experience.

Integration Steps:

0 Patient accesses their bill via an Epic-integrated patient portal.
1 Patient selects 'Pay Now' and is securely redirected to Opayo's hosted payment page.
2 Opayo processes the 'Payment Transaction' (authorization & capture).
3 Opayo sends a webhook notification to the iPaaS upon successful payment.
4 The iPaaS receives the 'Payment Transaction' data, maps it to Epic's 'Claim' and 'Encounter' payment details.
5 The iPaaS updates Epic's billing module, setting the 'Claim' status to 'Paid' and recording the payment details.
6 Patient receives an automated payment confirmation, and their Epic record reflects the updated financial status.

Business Outcome

Accelerated revenue collection, improved patient satisfaction through convenient payment options, reduced manual payment posting, and real-time financial visibility within Epic.

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

25-40% Faster Revenue Cycle

📋 What You Get

Automate payment collection and reconciliation, significantly reducing the time from service delivery to cash in hand.

💼 Business Impact

This benefit directly contributes to 25-40% improvement in Faster Revenue Cycle, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Sage Pay + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Sage Pay and Epic, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

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 Pay + 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/v3/transactions	Initiate a new payment transaction, including authorization and capture for card payments, or register a deferred payment. Used for patient bill payments or co-pay collection.
POST	/api/v3/transactions/{transactionId}/refunds	Process a refund for a previously captured transaction, specifying amount and reason. Used for patient overpayment refunds.
GET	/api/v3/transactions/{transactionId}	Retrieve detailed information about a specific transaction by its ID for status checks, auditing, or reconciliation purposes.
POST	/api/v3/tokens	Create a secure payment token for recurring payments or card-on-file scenarios, enhancing PCI DSS compliance for subscription services.
POST	/api/v3/transactions/{transactionId}/cancel	Cancel an authorized but not yet captured transaction, useful for pre-authorization flows.

Method	Endpoint	Purpose
POST, GET, PUT	/api/FHIR/R4/Patient	Create, retrieve, or update patient demographic information and identifiers. Used for synchronizing patient details with payment records.
POST, GET, PUT	/api/FHIR/R4/Appointment	Manage patient appointments, including scheduling, rescheduling, and cancellations. Payments can be linked to specific appointments.
POST, GET, PUT	/api/FHIR/R4/Claim	Submit and retrieve healthcare claims for billing purposes. Central for recording patient payments and adjustments.
POST, GET, PUT	/api/FHIR/R4/Encounter	Record and retrieve details of patient interactions with healthcare providers. Often linked to point-of-service payments.
POST, GET	/api/FHIR/R4/ServiceRequest	Create and retrieve general service requests, including referrals and lab orders. Can be used for linking payments to specific services.
GET	/api/FHIR/R4/ExplanationOfBenefit	Retrieve detailed information about how claims were processed, including payments and adjustments. Useful for refund reconciliation.

Event	Name	Payload Data

⚡ Transformation Logic

Map Opayo `transactionId` to a custom field in Epic's 'Claim' or 'Encounter' for traceability.
Convert Opayo `status` (e.g., 'OK', 'FAILED') to Epic's codified payment statuses.
Extract `customerEmail` from Opayo and match/update 'Patient.telecom' in Epic.
For refunds, use Opayo's `originalTransactionId` to locate and adjust the corresponding payment in Epic's 'Claim' or create an 'ExplanationOfBenefit' adjustment.
Standardize date/time formats between systems (e.g., ISO 8601).
Enrich Opayo transaction data with Epic patient demographics where necessary for reporting or fraud analysis.

🛡️ Error Handling

Opayo transaction failure due to invalid card details (iPaaS logs, notifies patient/staff).
Epic FHIR API validation error (iPaaS logs, routes to dead-letter queue for review, potentially retries with corrected data).
Network timeout between iPaaS and Opayo/Epic (iPaaS retries with exponential backoff).
Missing or mismatched patient ID during mapping (iPaaS flags for manual review, prevents data from entering Epic incorrectly).
Duplicate payment notification from Opayo (iPaaS checks for idempotency, ignores duplicate).
Opayo settlement report has missing transactions (iPaaS flags discrepancy for finance team).

Pricing

Simple, transparent pricing for Sage Pay + 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 should I integrate Opayo (Sage Pay) with Epic EHR?

Integrating Opayo with Epic centralizes your patient payment processing, automates financial workflows, reduces manual errors, accelerates your revenue cycle, and ensures robust compliance with both PCI DSS and HIPAA. It provides a unified view of patient financial and clinical data, enhancing operational efficiency and patient satisfaction.

Security & Compliance FAQs

▸ How does the integration ensure PCI DSS compliance for Opayo payments and HIPAA compliance for Epic data?

Our integration leverages Opayo's PCI DSS Level 1 compliant services and tokenization, ensuring sensitive cardholder data never touches your systems directly. For Epic, all PHI is handled with end-to-end encryption (TLS 1.2+ for transit, AES-256 for at rest), strict access controls, comprehensive audit trails, and adherence to HIPAA-compliant iPaaS practices, including a signed Business Associate Agreement (BAA).

Workflows FAQs

▸ Can I automate patient refunds initiated from Epic through Opayo?

Absolutely. The integration enables clinical or billing staff to initiate refund requests directly within Epic. The iPaaS captures this request, triggers the refund process via Opayo's API, and then updates Epic's financial records with the refund status and details in real-time, streamlining the entire process.

▸ Is real-time financial reconciliation with Opayo settlement data possible?

Yes, near real-time. While Opayo provides daily settlement batches, our iPaaS automates the download, parsing, and matching of this data against transactions recorded in Epic. Any discrepancies are automatically flagged for review, significantly accelerating your financial close process and reducing manual effort compared to traditional methods.

Technology FAQs

▸ What role does AI play in this Opayo-Epic integration?

AI significantly enhances the integration by providing intelligent assistance for data mapping, proactive fraud detection (combining Opayo's fraud indicators with predictive models), anomaly detection during daily reconciliation, and smart error resolution. AI-driven insights help identify suspicious patterns, reduce manual intervention, and improve data quality.

Functionality FAQs

▸ How does the integration handle different payment types and patient billing scenarios?

The integration supports various payment types (credit cards, digital wallets via Opayo) and billing scenarios, including one-time patient bill payments, point-of-service co-pay collection, and automated recurring payments for subscription-based healthcare services using Opayo's tokenization. All transactions are securely processed and synchronized with the relevant Epic 'Claim' or 'Encounter'.

Customization FAQs

▸ What if our Epic instance uses custom fields or workflows?

Our iPaaS solution is highly customizable. It supports Epic's custom FHIR extensions and allows for the integration of custom fields. The low-code/no-code visual designer enables you to adapt integration workflows and data mappings to your specific Epic configurations and unique business processes without extensive coding.

Performance FAQs

▸ How does the iPaaS manage API rate limits for both Opayo and Epic?

The iPaaS intelligently manages API rate limits by implementing throttling, queuing mechanisms for high-volume requests, batch processing for non-real-time updates, and exponential backoff retry policies. It monitors rate limit headers from both Opayo and Epic to dynamically adjust call rates, ensuring continuous operation without overwhelming either system.

Implementation Timeline

Go live with Sage Pay + Epic in as little as 2–4 weeks.

A proven, repeatable implementation approach that minimizes risk while getting your team to value quickly.

Access Enabled

Secure connections established to both Sage Pay and Epic, with credentials and environments confirmed.

Configuration & Mapping

Field mappings, business rules, and workflows configured using visual tools and pre-built templates.

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 Pay + 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 Pay + 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 Pay + 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

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Opayo (Sage Pay) & Epic EHR Integration: Powering Seamless Patient Payments & Billing Efficiency

See how it works

The Challenges of Disconnected Healthcare Payments & EHR Systems

The Unified Solution: Opayo (Sage Pay) & Epic EHR Integration via iPaaS

Go live with Sage Pay + Epic in as little as 2–4 weeks.

Access Enabled

Configuration & Mapping

Go Live

Comprehensive Solution Details

Technical Integration Details: Opayo (Sage Pay) & Epic EHR

Data Flow Steps

Data Touchpoints

Simple, transparent pricing for Sage Pay + Epic.

Clarity Connect

How Middleware Integration Works

Sage Pay

Epic

Benefits of Integrating Sage Pay

Benefits of Integrating Epic

Key Entities & Data Mapping for Opayo (Sage Pay) and Epic EHR

Sage Pay Fields

Epic Fields

Mapping Notes

Sage Pay Fields

Epic Fields

Mapping Notes

Sage Pay Fields

Epic Fields

Mapping Notes

Sage Pay Fields

Epic Fields

Mapping Notes

See Sage Pay + Epic integration in action.

Integration Use Cases

Automated Patient Online Bill Payment

Integration Steps:

Business Outcome

Real-time Co-pay & Deductible Collection at Point-of-Service

Integration Steps:

Business Outcome

Automated Patient Refund Processing

Integration Steps:

Business Outcome

Daily Settlement Reconciliation & Anomaly Detection

Integration Steps:

Business Outcome

Key Integration Benefits

Accelerated Revenue Cycle

📋 What You Get

💼 Business Impact

Enhanced Patient Experience

📋 What You Get

💼 Business Impact

Reduced Operational Costs

📋 What You Get

💼 Business Impact

Guaranteed Compliance

📋 What You Get

💼 Business Impact

Real-time Financial Visibility

📋 What You Get

💼 Business Impact

Proactive Fraud & Error Detection

📋 What You Get

💼 Business Impact

Go live with Sage Pay + Epic in as little as 2–4 weeks.

Access Enabled

Configuration & Mapping

Secure HIPAA
eCommerce

Any Payment
Gateway

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way you want

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