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Epic EHR Integration Setup Guide

This guide explains how to authorize your Epic EHR for integration with the HealthArc platform.

Written by HealthArc Support

Overview

HealthArc integrates with Epic using SMART on FHIR and FHIR APIs. Before the integration can be completed, the healthcare organization must authorize the HealthArc application within its Epic environment using the HealthArc Client ID.


Prerequisites

Before beginning the integration, ensure you have:

  • An active Epic EHR environment

  • An Epic Technical Coordinator (TC) assigned to your organization

  • An Epic Security Analyst (if required by your organization)

  • Administrative approval to authorize third-party applications

  • A designated HealthArc implementation contact


Part 1 – Coordinate with Your Epic Team

Step 1 – Contact Your Epic Implementation Team

Begin by contacting your organization's Epic implementation team.

This typically includes:

  • Epic Technical Coordinator (TC)

  • Epic Application Analyst

  • Epic Security Analyst

These resources are responsible for authorizing third-party SMART on FHIR applications within your Epic environment.


Step 2 – Locate the HealthArc Application

Your Epic team can locate HealthArc using either of the following resources:

Epic Showroom

Search for: HealthArc

or

HealthArc RPM if applicable.

Showroom is Epic's marketplace for discovering compatible products and services.


Step 3 – Contact Epic Vendor Services (If Needed)

If additional assistance is required during the implementation process, your Epic team or implementation partner can work with Epic through the Vendor Services program.

Vendor Services portal: https://vendorservices.epic.com/

Organizations enrolled in Vendor Services can access implementation guidance, technical documentation, testing tools, and support.


Part 2 – Authorize the HealthArc Application

Step 4 – Provide the HealthArc Client ID

Provide the following Client ID to your Epic Technical Coordinator:

HealthArc Client ID

7ccd3ed7-7d77-4dd6-8550-557e4d815042

The Epic Technical Coordinator will use this Client ID to locate and download the HealthArc application record into your Epic environment.


Step 5 – Download and Approve the Application

The Epic Technical Coordinator will:

  1. Sign in to the Epic on FHIR portal.

  2. Locate the HealthArc application using the Client ID.

  3. Download the client record.

  4. Approve the application for the organization's Epic environment.

  5. Configure the appropriate SMART on FHIR permissions and FHIR resource access required for HealthArc.

For applications using confidential clients or backend OAuth, additional information (such as client secrets or public keys) may be required from the application developer.


Step 6 – Configure Security and User Access

Your Epic implementation team will configure:

  • SMART on FHIR authorization

  • OAuth configuration

  • User access permissions

  • Launch configuration (if applicable)

  • Security review and approval

Some organizations may also require firewall, network, or proxy configuration before enabling the integration.


Part 3 – Notify HealthArc

Step 7 – Confirm the Application Has Been Authorized

Once your Epic team has completed the authorization process, notify the HealthArc Implementation Team.

If requested, provide:

  • Epic Organization Name

  • Epic Environment (Production or Non-Production)

  • Confirmation that the HealthArc Client ID has been imported and approved

  • Any organization-specific FHIR endpoint details (if applicable)


Part 4 – HealthArc Configuration

Step 8 – HealthArc Completes the Integration

After receiving confirmation, the HealthArc implementation team will:

  • Configure the Epic SMART on FHIR connection.

  • Authenticate against your Epic environment.

  • Validate API connectivity.

  • Verify patient and clinical data access.

  • Perform end-to-end testing.

  • Confirm successful synchronization.

Your Customer Success Manager will notify you once the integration has been completed.


Information Required by HealthArc

Information

Required

Epic Organization Name

Epic Environment (Production / Non-Production)

HealthArc Client ID Authorized

FHIR Endpoint (if required)

Optional

Technical Contact

Optional


HealthArc Client ID

Item

Value

Client ID

7ccd3ed7-7d77-4dd6-8550-557e4d815042


Important Notes

  • Each Epic customer must explicitly authorize the HealthArc application within their own Epic environment; one organization's approval does not apply to others.

  • The Epic Technical Coordinator is responsible for downloading and approving the application using the HealthArc Client ID.

  • Organizations using confidential clients or backend OAuth may need to exchange additional security information (such as client secrets or public keys) before activation.

  • Vendor Services is Epic's recommended program for vendors seeking implementation guidance, testing resources, and technical support.

  • Visit Epic for more information on the FHIR integration.

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