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Unify SAP Concur & Epic: Drive Efficiency in Healthcare Finance

Automate expense management, vendor invoices, and practitioner data synchronization for a healthier financial and operational ecosystem.

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The Challenge

The Disconnect: Why Fragmented Finance & Clinical Systems Hurt Healthcare

In healthcare organizations, SAP Concur manages critical financial operations like employee expenses and vendor invoices, while Epic serves as the central hub for patient care, practitioner data, and operational logistics. Without seamless integration, these vital systems operate in silos, creating significant operational and financial challenges.

  • Manual data entry leads to errors and delays in financial reporting.
  • Lack of real-time visibility into spend patterns impacts budgeting and cost control.
  • Inconsistent employee/practitioner data across systems causes compliance risks and operational friction.
  • Slow invoice processing affects vendor relationships and cash flow.
  • Difficulty in attributing administrative costs accurately to specific departments or services managed in Epic.
Integration Diagram
Solution Illustration
The Solution

The Unified Solution: Intelligent Integration for Concur & Epic

Our modern iPaaS provides the intelligent bridge between SAP Concur and Epic, transforming disparate financial and operational data into a unified, actionable ecosystem. By leveraging pre-built connectors, low-code automation, and AI-driven mapping, we enable seamless, real-time data flow, empowering healthcare organizations with unparalleled efficiency and control.

  • Bidirectional data synchronization for key entities.
  • Automated workflow orchestration across both systems.
  • Real-time event-driven triggers for immediate data updates.
  • Robust data validation and transformation capabilities.
  • Centralized monitoring and error handling dashboard.
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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 for key entities.
  • Automated workflow orchestration across both systems.
  • Real-time event-driven triggers for immediate data updates.
  • Robust data validation and transformation capabilities.
  • Centralized monitoring and error handling dashboard.
  • Secure API connectivity (OAuth 2.0, TLS 1.2+).
  • Audit trails for compliance with HIPAA, SOX, and GDPR.

Technical Integration Details: Connecting SAP Concur & Epic

Our iPaaS provides the robust framework to establish seamless, secure, and scalable connections between SAP Concur and Epic. This involves carefully orchestrated data flows, leveraging best-in-class API integration practices, and ensuring compliance with industry standards.

Data Flow Steps

[stepNumber, 1],[title, API Connection & Authentication],[description, Securely establish connections to both SAP Concur and Epic using their respective API authentication mechanisms (OAuth 2.0 for Concur and Epic FHIR, service accounts for other Epic interfaces). Dedicated service accounts with least privilege are configured within the iPaaS.]

[stepNumber, 2],[title, Event Listeners & Triggers],[description, Configure event-driven triggers. For Concur, this includes expense submission/approval events, invoice status changes, or corporate card transaction imports. For Epic, this could involve Open Epic events for new Practitioner creation, patient demographic updates (if relevant for employee-patient scenarios), or specific ServiceRequest creations. Polling with change detection is used for high-volume or non-event-based data.]

[stepNumber, 3],[title, Data Extraction & Transformation],[description, Upon trigger, the iPaaS extracts relevant data from the source system. Data is then transformed to a canonical format and mapped to the target system's schema. This includes harmonizing identifiers (e.g., EmployeeID to NPI), standardizing codes (e.g., Concur Expense Type to ERP GL Account, Epic Location to Concur Cost Center), and applying business rules.]

[stepNumber, 4],[title, Data Validation & Enrichment],[description, Before writing to the target system, data undergoes rigorous validation against predefined rules and target system requirements. AI can assist in real-time policy compliance checks for Concur data or data quality checks for Epic data. Data can be enriched with additional information from other systems if needed (e.g., fetching full employee details from HRIS).]

[stepNumber, 5],[title, Target System Write & Update],[description, The transformed and validated data is then pushed to the target system via its respective APIs. This could involve creating new records (e.g., Concur User, ERP GL Entry) or updating existing ones (e.g., Concur Expense Report status, Epic Practitioner details). Batching is used for high-volume updates to optimize API usage.]

[stepNumber, 6],[title, Error Handling & Monitoring],[description, Robust error handling mechanisms are in place, including automated retries with exponential backoff for transient errors, dead-letter queues for persistent failures, and real-time alerts. A centralized iPaaS dashboard provides end-to-end monitoring of all integration flows and data transactions.]

Data Touchpoints

SAP Concur: Expense Report, Expense Entry, Receipt, User/Employee, Vendor/Supplier, Invoice, Payment Transaction, Company Card Transaction, Cost Center, GL Account, Approval Workflow, Policy Rule.
Epic: Patient, Appointment, Encounter, ServiceRequest, Observation, Practitioner, Organization, Claim, MedicationRequest, Location.

"Concur (Expense/Invoice/User Events) --> iPaaS (Connectors, Transformation, Validation, AI) <--> Epic (FHIR APIs for Practitioner, Location, Organization) & ERP (GL/AP/HRIS APIs) --> Concur (Status Updates, Data Sync)"

Pricing

Simple, transparent pricing for SAP Concur + 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 SAP Concur

Integrating SAP Concur 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.
  • ✓
    Trigger Event
  • ✓
    Data Extraction
  • ✓
    Canonicalization & Transformation
  • ✓
    Validation & Enrichment
  • ✓
    Target System Write
  • ✓
    Confirmation & Audit
Data Mapping

Key Entities & Intelligent Data Mapping

Effective integration hinges on precise mapping and harmonization of entities and their fields between SAP Concur and Epic. Our iPaaS provides visual, AI-assisted tools to manage this complexity, ensuring data integrity and consistency.

User/Employee (Concur) <-> Practitioner (Epic)

Synchronize employee/practitioner profiles to ensure accurate user provisioning, approval hierarchies, and cost center assignments in Concur, driven by master data from Epic or an HRIS.

SAP Concur Fields

EmployeeID FirstName LastName Email Department ManagerID CostCenter EmployeeStatus

Epic Fields

id identifier (NPI) name telecom (email) Organization (department link)

Mapping Notes

Concur's 'EmployeeID' often maps to Epic's 'Practitioner.identifier' (e.g., NPI or internal ID). 'Department' in Concur can be derived from 'Practitioner.Organization' or linked to Epic's 'Location' for cost center attribution. 'ManagerID' in Concur requires mapping to the correct Epic Practitioner ID if manager hierarchy is sourced from Epic/HRIS.

Next Steps

See SAP Concur + 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 Practitioner Expense Management

Healthcare practitioners (doctors, nurses, researchers) often incur expenses for travel, conferences, education, and supplies. This workflow automates the entire expense lifecycle, ensuring compliance and accurate cost allocation.

Integration Steps:

  1. 0 Practitioner submits Expense Report in SAP Concur.
  2. 1 Concur's AI processes receipts, checks policy compliance.
  3. 2 Report is approved via Concur's workflow (potentially extended by iPaaS).
  4. 3 Approved Expense Report data (Expense Entry, Amount, Cost Center, GL Account) is synchronized from Concur to the organization's ERP (e.g., SAP S/4HANA or Oracle Cloud).
  5. 4 GL posting status and payment confirmation from ERP update Concur.
  6. 5 Aggregated spend data is extracted from Concur for analytics and potentially linked to relevant cost centers or organizational units referenced in Epic for deeper operational insights.

Business Outcome

Faster reimbursements, improved policy compliance, accurate financial reporting, and reduced administrative overhead for healthcare professionals' expenses.

Frequency

Real-time (submission, approval), Daily (ERP posting, analytics data extract)

Business Value

Key Integration Benefits

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

Streamlined Financial Operations
Automate expense report submissions, corporate card reconciliation, and vendor invoice processing, reducing manual effort by up to 80% and accelerating financial close cycles.
Enhanced Data Accuracy & Consistency
Ensure master data (e.g., employee/practitioner profiles, cost centers, vendors) is consistent between Concur, Epic, and your ERP, eliminating discrepancies and improving reporting reliability.
Improved Compliance & Auditability
Maintain robust audit trails for all financial transactions and data flows, ensuring adherence to HIPAA, SOX, and other regulatory requirements.
Accelerated Decision-Making
Gain real-time visibility into spend patterns and operational costs, enabling better budgeting, forecasting, and strategic resource allocation across healthcare services.
Reduced Administrative Burden
Free up valuable finance and administrative staff from tedious data entry and reconciliation tasks, allowing them to focus on higher-value activities and patient support.
Flexible & Scalable Integration
Adapt quickly to evolving business needs and regulatory changes with a low-code iPaaS, easily extending workflows and integrating additional systems as your organization grows.
✨

Streamlined Financial Operations

80% Reduction in manual effort

📋 What You Get

Automate expense report submissions, corporate card reconciliation, and vendor invoice processing, reducing manual effort by up to 80% and accelerating financial close cycles.

💼 Business Impact

This benefit directly contributes to 80% improvement in Reduction in manual effort, enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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 /v3.0/expense/reports Retrieve, create, or update expense reports and their statuses.
GET, POST, PUT /v3.0/expense/entries Manage individual expense entries within reports, including details and attachments.
GET, POST, PUT /v3.0/invoice/invoices Access and manage vendor invoices, including creation, approval status, and line items.
GET, POST, PUT /v3.0/common/users Provision and manage user profiles, including employee details, roles, and permissions.
GET /v3.0/common/lists Retrieve and manage custom lists used for expense types, cost centers, etc.
GET, POST, PUT /v3.0/common/vendors Synchronize and manage vendor master data for invoice processing.
GET, POST /v3.0/payments/payments Manage payment requests and status for expense reimbursements or vendor invoices.

⚡ Transformation Logic

  • Identifier Mapping: Map Concur 'EmployeeID' to Epic 'Practitioner.identifier' (e.g., NPI) or vice-versa, maintaining a cross-reference.
  • Code Standardization: Convert Concur 'ExpenseType' to the corresponding ERP 'GLAccountCode'. Map Epic 'Location' or 'Organization' IDs to Concur 'CostCenterID'.
  • Data Formatting: Standardize date formats (e.g., YYYY-MM-DD), currency formats, and address structures.
  • Conditional Logic: Apply rules like 'If Expense Amount > $X, then require additional approval' or 'If Practitioner.active = false, then deactivate Concur user'.
  • Aggregation/De-aggregation: Aggregate individual 'Expense Entries' into a single 'Expense Report' payload for ERP posting, or de-aggregate HRIS employee data into multiple Concur fields.
Pricing

Simple, transparent pricing for SAP Concur + 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 SAP Concur with Epic EHR?
Integrating Concur with Epic addresses the challenge of siloed financial and operational data in healthcare. It automates expense and invoice management for healthcare professionals, ensures accurate cost allocation to relevant departments/services tracked in Epic, and streamlines practitioner/employee provisioning, leading to improved efficiency, compliance, and financial visibility across the organization.

Security & Compliance FAQs

▸ How does this integration handle Protected Health Information (PHI) and financial data security?
Our integration adheres to the highest security standards, including HIPAA, GDPR, and SOC 2. All data in transit is encrypted with TLS 1.2+, and data at rest with AES-256. We implement strict access controls (least privilege), secure OAuth 2.0 authentication, and comprehensive audit trails. Business Associate Agreements (BAAs) are in place, and PHI is managed with data minimization and masking techniques.

Customization FAQs

▸ Can I customize the integration workflows without coding?
Absolutely. Our modern iPaaS features a low-code/no-code visual designer, empowering finance, HR, and operations teams to build, modify, and extend integration workflows using drag-and-drop tools. This includes custom approval logic, data transformation rules, and conditional routing, significantly reducing reliance on IT for changes.

AI FAQs

▸ What role does AI play in the Concur-Epic integration?
AI significantly enhances the integration by providing intelligent automation. This includes AI-assisted field mapping suggestions, automated GL account coding for Concur expenses, real-time policy compliance checks, anomaly detection for potential fraud, and smart error resolution, leading to greater accuracy and efficiency.

Entities & Mappings FAQs

▸ How are Concur's Cost Centers and Epic's departmental structures synchronized?
The iPaaS acts as the central hub to synchronize Cost Center and departmental master data. Typically, the ERP or a central HRIS is the master for Cost Centers, which are then mapped and updated in Concur's lists. These Cost Centers are cross-referenced with Epic's 'Location' or 'Organization' entities to ensure accurate financial attribution for administrative expenses related to specific healthcare units.

Error Handling FAQs

▸ What happens if an integration fails? How is data integrity maintained?
Our integration includes robust error handling with detailed logging, automated retry mechanisms (e.g., exponential backoff for transient API errors), and dead-letter queues for unprocessable messages. A centralized monitoring dashboard provides real-time visibility into integration health, allowing for quick identification and resolution. Conflict resolution strategies ensure data integrity.

Performance FAQs

▸ Can this integration handle the high volume of corporate card transactions?
Yes. We implement strategies such as intelligent batching of corporate card transaction feeds from providers into Concur, queuing mechanisms to manage API call bursts, and parallel processing within the iPaaS. This ensures efficient utilization of Concur's APIs while respecting rate limits, maintaining high throughput for critical financial data synchronization.

Compatibility FAQs

▸ Is this integration compatible with other ERP systems?
Yes, our iPaaS is designed for broad compatibility. While the core Concur-Epic integration focuses on their direct data touchpoints, it seamlessly integrates with your existing ERP (e.g., SAP S/4HANA, Oracle Cloud, Microsoft Dynamics) to ensure approved expense reports and invoices from Concur are accurately posted to the General Ledger and Accounts Payable, completing the financial cycle.
Implementation Timeline

Go live with SAP Concur + 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 SAP Concur 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 SAP Concur + 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 SAP Concur + 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 SAP Concur + 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