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The Interplay Between Epic Systems and Salesforce: Unlocking the Power of PHI Integration with Smart FHIR Applications

Michael Nikitin

CTO & Co-founder AIDA, CEO Itirra

Published on January 31, 2025

The Interplay Between Epic Systems and Salesforce: Unlocking the Power of PHI Integration with Smart FHIR Applications

In today’s healthcare ecosystem, the intersection of technology and patient care is more critical than ever. As healthcare providers strive to improve patient outcomes while maintaining operational efficiency, two key platforms are emerging as pivotal in managing patient data and enhancing organizational workflows: Epic Systems and Salesforce. Epic, the leading Electronic Health Record (EHR) platform, is trusted by healthcare organizations worldwide to store and manage sensitive patient health information (PHI). Salesforce, a leader in customer relationship management (CRM), offers healthcare organizations tools to streamline interactions and engagement with patients, physicians, payers, and other stakeholders. The integration of these systems is revolutionizing how healthcare organizations manage PHI, with a key enabler in this process being the Smart FHIR (Fast Healthcare Interoperability Resources) application.

The integration between Epic Systems and Salesforce offers a unique approach to managing PHI, enabling healthcare organizations to deliver better, more personalized care. Epic’s EHR platform houses comprehensive patient data such as medical histories, lab results, and treatment plans, while Salesforce is used to manage communications, appointments, and patient engagement. When these systems are connected, the result is a more holistic view of the patient journey. For example, as a patient moves through their care, the healthcare provider can seamlessly access critical information from both systems—whether for a follow-up appointment, billing inquiry, or a care coordination meeting. However, this flow of PHI between systems raises concerns about security, compliance, and data accuracy, which is where Smart FHIR applications come in.

Smart FHIR applications, based on the Fast Healthcare Interoperability Resources (FHIR) standard, are designed to make data sharing between healthcare systems like Epic and Salesforce more efficient and secure. FHIR provides a modern, web-based standard for exchanging healthcare information across platforms. By using FHIR, healthcare organizations can ensure that PHI can be securely transmitted between Epic and Salesforce, allowing for smoother, more real-time data exchange. Smart FHIR applications provide additional layers of intelligence, such as automated data mapping, real-time alerts, and smart workflows, making the process of managing patient data not only easier but more secure. These applications also allow providers to leverage both Epic’s detailed clinical data and Salesforce’s patient engagement tools in a way that enhances operational efficiency, reduces manual input, and accelerates care delivery.

One of the primary challenges in integrating Epic with Salesforce—particularly when dealing with PHI—is ensuring that the exchange of data remains compliant with HIPAA and other regulatory frameworks. Both Epic and Salesforce have built-in compliance features, such as encryption, audit trails, and user role management, to protect patient data. However, achieving true interoperability between these platforms, while maintaining the highest standards of data privacy and security, requires more than just secure connections. Smart FHIR applications help by creating a secure, standardized bridge for data exchange that minimizes the risk of errors, ensures that sensitive information is properly encrypted, and supports detailed audit logging. This not only protects the integrity of PHI but also helps healthcare providers meet stringent compliance requirements more efficiently.

This is where specialized health tech boutiques like Itirra step in to optimize the interplay between Epic Systems, Salesforce, and Smart FHIR applications. Itirra, a health tech consultancy based in Washington state, has been helping healthcare organizations navigate the complexities of PHI management for over a decade. With a focus on physician advisors, revenue cycle management (RCM) companies, physician consultants, and any organization needing to optimize how they pull PHI from Epic, Itirra offers tailored solutions that go beyond simple integration. Itirra’s bespoke technology solutions are designed to leverage the power of both Epic and Salesforce while ensuring seamless, secure, and efficient data flows across platforms.

Itirra’s expertise in working with Epic, Salesforce, and Smart FHIR applications enables healthcare organizations to streamline their operations, improve patient care, and stay ahead of evolving regulatory requirements. By implementing customized tools that optimize data flows and workflows, Itirra ensures that healthcare providers can access the right PHI at the right time, reducing errors and delays. Whether it’s improving patient engagement, enhancing billing accuracy, or optimizing clinical care coordination, Itirra’s solutions are specifically designed to help organizations make the most of their investments in both Epic and Salesforce. Additionally, by leveraging Smart FHIR applications, Itirra helps clients ensure that the exchange of PHI is not only secure but also compliant with the latest industry standards.

For healthcare organizations looking to modernize their operations and maximize the value of their EHR and CRM platforms, Itirra offers an invaluable service. With a deep understanding of both the technical and regulatory challenges of handling PHI, Itirra provides a comprehensive, tailored approach to integrating Epic Systems and Salesforce, while ensuring compliance with all relevant laws. Their proprietary, intelligent solutions, powered by Smart FHIR technology, help organizations improve efficiency, reduce costs, and, most importantly, deliver better patient care. As the healthcare industry continues to evolve, the expertise of companies like Itirra will be essential in helping organizations navigate the complex landscape of data integration and optimization.