OrchestriAI
EHR & Clinical

EpicAutomation & Integration

Build Epic SMART on FHIR workflows around customer-approved APIs and scopes.

Epic exposes patient, appointment, condition, observation, and medication APIs through specification-specific SMART on FHIR access. Supported reads and writes vary by API and customer environment.

Representative workflow

Source

Epic

EHR & Clinical

  1. 01

    Apply the project workflow

    Appointment data for customer-approved notification workflows

Destination

Project destination

The system or person selected for this workflow

How I use Epic

Epic supports user-facing SMART on FHIR apps and backend integrations, but there is no single universal access profile. Each specification defines its interactions, scopes, and supported user types. Production work requires an Epic customer, separate production credentials, testing in that customer's non-production environment, and configuration by the customer's IT team. The implementation starts with the target workflow and the exact APIs the health system will approve.

A practical starting point

Appointment data for customer-approved notification workflows

Workflow blueprint

From Epic to useful action

A representative implementation pattern. The project determines the exact fields, logic, access, and destination.

Source

Epic

EHR & Clinical

  1. 01

    Use the required platform data

    Patient demographics and matching

  2. 02

    Apply the project workflow

    Appointment data for customer-approved notification workflows

Destination

Project destination

The system or person selected for this workflow

Guardrail: Epic issues separate production and non-production Client IDs; sandbox testing uses the non-production ID.

What the integration supports

Facts checked

Authentication and access

Epic uses SMART on FHIR OAuth 2.0 authorization code flow for user-facing apps. Backend apps can use client credentials, with private-key JWT preferred for client authentication.

Useful data and actions

  • Patient demographics and matching
  • Appointments, providers, locations, and status
  • Conditions, problems, and diagnoses
  • Laboratory observations and diagnostic results
  • Medication orders and patient-reported medications

Constraints to confirm

  • Epic issues separate production and non-production Client IDs; sandbox testing uses the non-production ID.
  • Production implementation requires collaboration with an Epic customer and testing in that customer's non-production environment.
  • Supported reads, writes, scopes, and user types vary by individual API specification; patient-facing behavior can differ.
  • EHR or MyChart launch placement and other environment configuration require the customer's Epic IT team.

What I automate with Epic

01

Appointment data for customer-approved notification workflows

02

Patient and condition data for authorized reporting

03

Laboratory observations routed to review or analytics tools

04

Medication data surfaced in scoped clinician workflows

05

Epic-launched applications configured for the approved EHR or MyChart context

Ready to integrate Epic into your workflows?

Every project starts with a free call. We'll figure out what's worth automating and what isn't.

Book a Free Call