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The Challenge

Connecting with Clarity Connect™

Clarity Connect™ links Streak 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 Streak and Epic.

Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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 Streak + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Streak

Integrating Streak 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.

Patient/Contact

Synchronizes individual patient/customer profiles between Epic and Streak, ensuring consistent demographic and contact information for coordinated care and outreach.

Streak Fields

contactKey name email phone address organizationKeys boxKeys createDate updateDate customfieldepic_mrn customfieldepicpatientid

Epic Fields

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

Mapping Notes

The Epic 'Patient' entity maps to Streak 'Contact'. Critical for PHI compliance. Only non-sensitive or explicitly consented data should be transferred to Streak. MRN (Medical Record Number) from Epic is often used as a unique identifier in a custom Streak field for lookup. Name, email, and phone are common direct mappings. Address harmonization is crucial.

Next Steps

See Streak + 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.

Patient Referral Management & Sales Follow-up

Automate the process of converting incoming patient referrals from Epic into actionable sales or follow-up 'Boxes' in Streak, ensuring no referral is missed and patient outreach is timely.

Integration Steps:

  1. 0 New Epic ServiceRequest (referral) is created/received.
  2. 1 iPaaS detects the new referral via Epic's FHIR APIs/events.
  3. 2 Relevant patient demographics from Epic Patient entity are extracted and transformed.
  4. 3 A new Streak Box (e.g., 'Referral Follow-up') is created in the appropriate pipeline.
  5. 4 A Streak Contact is created/updated, linked to the Box, with PHI-redacted or specific data.
  6. 5 An initial follow-up Task is assigned to a sales or intake representative in Streak.
  7. 6 Confirmation of Streak Box creation is logged back in Epic as an Activity/Communication.

Business Outcome

Reduced referral leakage, faster patient onboarding, improved lead conversion rates, and better coordination between clinical and administrative teams.

Frequency

Real-time, event-driven

Business Value

Key Integration Benefits

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

Streak & Epic EHR Integration: Unify Patient & Business Workflows
Key benefit of this integration
Patient Referral Management & Sales Follow-up
Key benefit of this integration
Appointment Coordination & Patient CRM Sync
Key benefit of this integration
Administrative Support Ticket to Patient Record Linkage
Key benefit of this integration
Post-Care Follow-up & Revenue Cycle Support
Key benefit of this integration
Real-time, Secure Data Flow Between Streak and Epic
Key benefit of this integration
✨

Streak & Epic EHR Integration: Unify Patient & Business Workflows

📋 What You Get

Key benefit of this integration

💼 Business Impact

This benefit directly contributes to improvement in , enabling your team to focus on high-value strategic initiatives.

Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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

⚡ Transformation Logic

  • PHI Redaction & Masking: Automatically remove or mask sensitive PHI fields when transferring data from Epic to Streak, unless explicitly consented and required for the workflow.
  • Data Type Conversion: Convert Epic's FHIR data types (e.g., date-time, coded values) to Streak's field types (e.g., text, date picker).
  • Identifier Mapping: Map Epic's 'MRN' or 'id' to a custom field in Streak for robust cross-referencing.
  • Status Harmonization: Translate Epic's clinical statuses (e.g., Appointment.status) into meaningful Streak Pipeline Stages or custom fields (e.g., 'Booked' -> 'Scheduled', 'Cancelled' -> 'Lost').
  • Address Standardization: Normalize address formats for consistency across both systems.
  • Deduplication Logic: Implement rules to prevent duplicate Contact/Patient or Organization records based on unique identifiers (email, MRN, NPI).

🛡️ Error Handling

  • Epic API rate limit exceeded during a bulk update from Streak.
  • Invalid patient identifier provided from Streak, leading to Epic patient creation failure.
  • PHI violation detected during data transfer from Epic to Streak.
  • Network interruption preventing real-time event delivery from Epic.
  • Data type mismatch during mapping (e.g., Streak text field expecting a number from Epic).
  • Concurrent updates to the same patient record from both systems, leading to a data conflict.
Pricing

Simple, transparent pricing for Streak + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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.

No FAQs available for this integration pair.
Implementation Timeline

Go live with Streak + 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 Streak 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 Streak + 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 Streak + Epic.

Start with a single integration pair and scale as your business grows—without surprise fees or transaction penalties.

Connect™ Plan

Clarity Connect

$599 /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 Streak + 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