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Sitecore + Epic Integration

Clarity Connect™ integrates Sitecore 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 Sitecore 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 Sitecore and Epic.

  • Sitecore: Support for custom fields on Customer / Contact, Order, Product, and Content Items, mapped to Epic extensions or custom data elements.
  • Epic: Support for custom FHIR extensions or custom flowsheets/notes fields within Epic's 'Patient', 'Encounter', or 'Observation' resources, mapped from Sitecore.
Implementation Timeline

Go live with Sitecore + 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 Sitecore 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 Sitecore + 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

  • Sitecore: Support for custom fields on Customer / Contact, Order, Product, and Content Items, mapped to Epic extensions or custom data elements.
  • Epic: Support for custom FHIR extensions or custom flowsheets/notes fields within Epic's 'Patient', 'Encounter', or 'Observation' resources, mapped from Sitecore.

Robust Integration Architecture for Healthcare & Digital Commerce

Our recommended architecture for Sitecore-Epic integration centers around a modern iPaaS as the central hub, ensuring scalability, security, and resilience. This design promotes modularity, event-driven processing, and adherence to healthcare interoperability standards.

Data Flow Steps

Event-Driven Architecture: Utilizing webhooks from Sitecore and Epic's Event Listener for real-time data synchronization.

Canonical Data Model: Defining a standardized data representation for core entities (Patient/Customer, Order/ServiceRequest) within the iPaaS.

API-First Integration: Leveraging the rich APIs of both Sitecore and Epic for programmatic access and control.

Asynchronous Processing: Employing message queues to decouple systems and handle fluctuating data loads gracefully.

Circuit Breaker Pattern: To prevent cascading failures when one system experiences an outage or performance degradation.

Data Touchpoints

iPaaS Platform: The core orchestration engine, providing connectors, mapping tools, workflow designers, and runtime environment.
Sitecore Connectors: Optimized connectors for Sitecore Commerce Engine, xConnect, and Item Management APIs.
Epic FHIR Connectors: Dedicated connectors for Epic's FHIR R4 APIs and Event Listener.
Message Queues: (e.g., Kafka, Azure Service Bus) for asynchronous processing, buffering high-volume events, and ensuring fault tolerance.
API Gateway: For centralized API management, security, rate limiting, and analytics for both Sitecore and Epic integrations.
Data Transformation Engine: Within the iPaaS, handles complex data mapping, schema normalization, and value translation.
AI/ML Services: Integrated with the iPaaS for intelligent mapping, anomaly detection, predictive analytics, and automated error resolution.
Monitoring & Alerting System: Providing real-time visibility into integration health and proactive incident management.
Secure Credential Vault: For storing API keys, OAuth tokens, and other sensitive credentials.

"Conceptual diagram would show: Sitecore (with Commerce, XP, xDB) and Epic EHR (with FHIR APIs, Event Listener) as primary systems. In the middle, the iPaaS with dedicated connectors for each, a data transformation engine, message queues, AI/ML services, a monitoring dashboard, and a security layer. Other systems like ERP, CDP, Payment Gateways would be connected to the iPaaS."

Pricing

Simple, transparent pricing for Sitecore + 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 Sitecore

Integrating Sitecore 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

Represents an individual interacting with the healthcare system, encompassing Sitecore's customer profiles and Epic's patient records.

Sitecore Fields

CustomerId (xDB ID/Commerce ID) Email FirstName LastName Address Phone MarketingOptInStatus LoyaltyTier LastActivityDate

Epic Fields

id (FHIR ID) identifier (MRN, SSN) name (given, family) gender birthDate address telecom (phone, email)

Mapping Notes

Establishing a unique, canonical identifier (e.g., an Enterprise ID) is crucial to link Sitecore's CustomerId with Epic's MRN. Bi-directional sync is recommended, with Epic often being the master for core demographics and Sitecore enriching with behavioral/marketing data. Consent management for data sharing must be honored.

Next Steps

See Sitecore + 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.

Personalized Patient-Centric eCommerce

Enable patients to purchase prescription refills, medical devices, or health-related products directly through a Sitecore-powered digital storefront, with orders and patient-specific product recommendations informed by their Epic medical history and prescriptions. This provides a convenient, personalized shopping experience while ensuring clinical relevance.

Integration Steps:

  1. 0 Patient logs into Sitecore portal (authenticated via Epic identity).
  2. 1 Sitecore retrieves relevant Epic 'MedicationRequest' and 'ServiceRequest' data (e.g., prescriptions, recommended devices) via iPaaS.
  3. 2 Sitecore displays personalized product recommendations (e.g., refill prescriptions, related medical supplies) to the patient.
  4. 3 Patient places an order in Sitecore Commerce.
  5. 4 Sitecore 'Order' entity is transmitted to Epic as a 'ServiceRequest' for fulfillment/clinical review, or to an ERP for fulfillment, and updates patient's Epic record with purchase history.
  6. 5 Order status updates from ERP/Epic are reflected in Sitecore and patient notifications.

Business Outcome

Increased patient satisfaction, improved adherence to treatment plans, new revenue streams from direct-to-patient sales, reduced manual order processing.

Frequency

Real-time for orders/patient data; batch for product catalog updates.

Implementation Timeline

Go live with Sitecore + 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 Sitecore 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 Sitecore + 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, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/carts Create, retrieve, or update shopping carts in Sitecore XC/OrderCloud. Essential for abandoned cart workflows and pre-order validation.
POST, GET, PUT /sitecore/api/ssc/commerce/shops/{shopName}/orders Create new orders, retrieve details, and update statuses in Sitecore XC/OrderCloud. Critical for order-to-fulfillment workflows.
GET /sitecore/api/ssc/commerce/shops/{shopName}/products Retrieve product catalog details, pricing, and inventory from Sitecore XC/OrderCloud. Used for displaying product information in patient portals or for inventory sync.
GET, POST, PATCH /sitecore/api/xconnect/{version}/odata/Contacts Manage and retrieve contact profiles, interactions, and behavioral data in Sitecore xConnect. Key for unifying patient-customer profiles and personalizing experiences.
GET, POST, PUT, DELETE /sitecore/api/management/item/v1/items Manage content items and media library assets in Sitecore XM/XP. Relevant for synchronizing rich media for products or patient education materials.

⚡ Transformation Logic

  • Data Harmonization: Map disparate field names and data types (e.g., Sitecore 'CustomerId' to Epic 'Patient.identifier.value' (MRN)).
  • Value Translation: Convert categorical values (e.g., Sitecore 'OrderStatus' to Epic 'ServiceRequest.status', or product SKUs to LOINC/SNOMED codes).
  • Data Enrichment: Augment Epic patient data with Sitecore behavioral insights (e.g., adding loyalty tier from Sitecore to Epic patient notes).
  • Format Standardization: Ensure dates, addresses, and phone numbers conform to target system requirements (e.g., FHIR date format).
  • Security & Compliance: Mask or anonymize PHI in logs and non-production environments as per HIPAA.

🛡️ Error Handling

  • Sitecore order fails to create 'ServiceRequest' in Epic due to invalid patient ID.
  • Epic 'Appointment' update fails to sync to Sitecore due to API rate limits.
  • Product inventory mismatch between Sitecore Commerce and Epic's supply chain system.
  • Data format incompatibility during customer/patient profile synchronization.
  • Network connectivity issues between iPaaS and either Sitecore or Epic.
Pricing

Simple, transparent pricing for Sitecore + 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 Sitecore with Epic EHR?
Integrating Sitecore with Epic unifies your patient's clinical data with their digital experience and commerce interactions. This creates a 360-degree patient-customer view, enabling hyper-personalized engagement, streamlined healthcare e-commerce, automated administrative tasks, and improved patient satisfaction, all while maintaining compliance.

Security & Compliance FAQs

▸ How does this integration ensure HIPAA compliance?
Our iPaaS solution is designed with HIPAA compliance as a core principle. This includes end-to-end encryption for all data (in transit and at rest), robust access controls (OAuth 2.0, least privilege), comprehensive audit trails, data masking for non-production environments, and adherence to Business Associate Agreements (BAAs).

Use Cases FAQs

▸ Can I automate patient appointment scheduling through Sitecore?
Absolutely. By integrating Sitecore with Epic's FHIR Appointment APIs via an iPaaS, you can enable patients to schedule, reschedule, or cancel appointments directly through a Sitecore-powered portal. These actions are synchronized in real-time with Epic, reducing manual workload and enhancing patient convenience.
▸ Is it possible to sell medical products through Sitecore based on Epic patient data?
Yes, this is a key use case! By integrating Sitecore Commerce with Epic, you can display personalized product recommendations (e.g., prescription refills, recommended medical devices) in Sitecore, directly informed by a patient's Epic 'MedicationRequest' or 'ServiceRequest' history. Orders placed in Sitecore can then be routed to Epic or an ERP for fulfillment.

Technology FAQs

▸ What role does AI play in Sitecore-Epic integration?
AI significantly enhances the integration by providing intelligent automation. This includes AI-driven data mapping suggestions, automated anomaly detection for data quality and fraud, predictive analytics for patient behavior, smart routing of integration errors for faster resolution, and autonomous workflow execution based on learned patterns.

Data Management FAQs

▸ How do you handle data consistency between Sitecore customer profiles and Epic patient records?
Data consistency is achieved through a robust iPaaS framework that includes: a canonical data model for core entities, advanced data mapping and transformation rules, real-time bi-directional synchronization, and comprehensive error handling with smart retry mechanisms. AI-augmented validation further ensures data quality and flags inconsistencies.

Challenges & Solutions FAQs

▸ What are the common challenges, and how does your solution address them?
Common challenges include managing Epic's complex FHIR data model, harmonizing data across disparate terminologies (e.g., product SKUs to LOINC/SNOMED), ensuring real-time data consistency, and adhering to strict HIPAA compliance. Our iPaaS addresses these with pre-built connectors, visual mapping, AI-assisted transformations, robust security frameworks, and event-driven architecture.

Low-Code/No-Code FAQs

▸ Can non-technical users create or modify integration workflows?
Absolutely. Our modern iPaaS offers low-code/no-code interfaces with drag-and-drop workflow designers. This empowers business users, clinical staff, and citizen integrators to build and manage Sitecore-Epic integration workflows, significantly reducing reliance on IT and accelerating development cycles.
Implementation Timeline

Go live with Sitecore + 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 Sitecore 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 Sitecore + 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 Sitecore + 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 Sitecore + 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