Epic Systems + Konnectify

Learn how to integrate and use Epic Systems with Konnectify to automate healthcare workflows, patient management, and clinical data synchronization across your systems.

What is Epic Systems?

Epic Systems is a comprehensive electronic health record (EHR) platform widely used by healthcare organizations to manage patient records, appointments, encounters, clinical documentation, and medical observations. It enables providers to streamline clinical workflows, improve patient care coordination, and maintain accurate health records across departments.

Why integrate Epic Systems via Konnectify?

By integrating Epic Systems with Konnectify, you can automate healthcare and operational workflows without writing code.

Konnectify allows Epic Systems to connect with your CRM, billing systems, lab platforms, internal applications, and other healthcare tools so that patient data, appointments, encounters, and clinical observations flow automatically between systems.

This ensures improved care coordination, reduced manual data entry, enhanced operational efficiency, and consistent data synchronization across connected applications.

What You Can Do with Epic Systems in Konnectify?

When Epic Systems is connected to Konnectify, you can build powerful automations such as:

• Automatically create appointments in Epic when events occur in external scheduling systems
• Sync patient records between Epic and other healthcare or CRM platforms
• Trigger notifications when new encounters or observations are recorded
• Automatically create document references when files are uploaded in external systems
• Update patient or encounter records based on workflow events
• Maintain centralized reporting by syncing Epic data to spreadsheets or databases
• Trigger follow-up workflows when appointment or encounter status changes

These automations help reduce administrative workload, improve patient experience, and maintain accurate clinical data across connected systems.

Konnectify uses the Epic Systems APIs (FHIR-based endpoints where applicable) to securely interact with your Epic environment. The API allows external platforms to create, retrieve, and update healthcare resources such as patients, appointments, encounters, observations, and document references programmatically.

• Create and update appointments
• Retrieve and manage patient records
• Access encounter details
• Create and update clinical observations
• Manage document references
• Search and retrieve healthcare resources using FHIR endpoints

Epic Systems typically supports secure authentication methods such as:

• OAuth 2.0
• SMART on FHIR authentication
• Client credentials-based access

Authentication requirements depend on your Epic deployment and integration configuration.

• API access requires proper authorization from your Epic administrator
• Certain healthcare fields may be mandatory depending on resource type
• Access permissions are role-based and environment-specific
• Data must comply with healthcare regulations and privacy standards
• Ensure FHIR resource mappings match your Epic configuration

For detailed API references, request/response parameters, and implementation guides, refer to Epic’s official developer documentation.

Before creating the workflow, ensure you have:

• Access to an Epic Systems environment
• API credentials or OAuth client details
• Required permissions to access FHIR resources
• Access to the Konnectify platform
• Permission to create/manage connections in Konnectify

Step 1: Connect Epic Systems in Konnectify

1. Log in to Konnectify
2. Click New on the top-right corner and select Connections
3. Select Epic Systems
4. Enter:
   • Connection Name
     Enter a name for your connection (e.g., My Epic systems Connection). This name is for internal reference only and helps distinguish between multiple Epic connections within Konnectify.
5. Click Create Connection

Step 2: Create a New Konnecter

1. Click New on the top-right corner and select Konnectors
2. Choose a trigger app (for example: Epic Systems or another connected application)
3. Select the required trigger event (for example: Appointment Created, Patient Updated, etc.)
4. Choose the Epic Systems connection you created and click Continue

Step 3: Add and Configure Epic Systems Action

1. Click Action
2. Select Epic Systems
3. Choose an action (for example: Create Patient)
4. Select the Connection and click Continue
5. Fill all mandatory fields such as:
   • Patient details
   • Appointment date and time
   • Encounter information
   • Observation values
   • Document metadata

Step 4: Value Mapping and Workflow Testing

• Map dynamic fields from the trigger output
• Use static values only when required
• Run the workflow using sample data
• Verify the execution status and response from Epic Systems

Step 5: Activate Konnector

• Save the Konnector
• Turn the workflow ON
• Perform a real-time test from the trigger source
• Confirm that the data is reflected in Epic Systems

Automatically Create Appointments from External Systems

Trigger: Event from scheduling or CRM system • Action: Create Appointment in Epic Systems

Use case: Automatically create Epic appointments when patients book through external portals or systems.

• Eliminates manual scheduling
• Reduces booking errors
• Ensures synchronized calendars

Notify Teams When a New Encounter Is Created

Trigger: Encounter Created • Action: Send notification (Email, Slack, etc.)

Use case: Notify care teams when a new encounter is recorded in Epic.

• Faster internal coordination
• Improved patient tracking
• Better communication between departments

Sync Patient Data Across Systems

Trigger: Patient Created or Patient Updated • Action: Create or Update Patient in another system

Use case: Keep patient demographic and contact information consistent across systems.

• Reduced duplicate records
• Improved data accuracy
• Streamlined patient management

Store Clinical Observations for Reporting

Trigger: Observation Created • Action: Create or Update Row in Google Sheets or Database

Use case: Maintain external reports of clinical observations for analytics and monitoring.

• Real-time reporting
• Improved healthcare insights
• Simplified compliance tracking

Automatically Link Documents to Patient Records

Trigger: Document Reference Created • Action: Create or Update Record in another app

Use case: Sync uploaded medical documents with external storage or document management systems.

• Centralized document management
• Improved record accessibility
• Reduced manual uploads

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