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The Power Of Integration: Salesforce Health Cloud And Epic System Integration For Seamless Healthcare Management

Updated 31 January 2024


In today’s fast-paced healthcare industry, managing patient data can be a daunting task. From tracking medical histories to coordinating care across multiple providers, the need for seamless integration between systems has never been greater.

Enter Salesforce Health Cloud and Epic System – two powerful platforms that when combined, have the potential to revolutionize healthcare management as we know it.

In this blog post, you’ll explore the power of integration and how combining these two technologies could lead to more efficient workflows, better patient outcomes, and ultimately save lives. So sit back, grab your favorite beverage (we won’t judge if it’s coffee), and let’s dive in!

Introduction To Salesforce Health Cloud And Epic System

Salesforce Health Cloud is a patient relationship management (PRM) platform that enables healthcare organizations to manage all their patient data in one place.

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It provides a 360-degree view of each patient, including their medical history, medications, allergies, and immunizations. Salesforce Health Cloud also offers powerful tools for engagement and care coordination.

Epic System is a leading electronic health record (EHR) system that is used by many large hospitals and clinics. It offers a comprehensive set of features for managing clinical data, such as scheduling, charting, orders, and billing.

Salesforce Health Cloud Integration and Epic System creates a seamless experience for healthcare organizations that use both platforms. With this integration, all the EMR (Electronic Medical Records) from Epic System are automatically synchronized with Salesforce Health Cloud.

This allows healthcare providers to have a complete view of their patient’s information in one place. The exchanging of all the health care data is done as per FHIR standards by following all its rules and specifications.

The integration also enables two-way communication between the two platforms, so that changes made in one system are automatically reflected in the other.

Benefits Of Combining The Two Platforms

Salesforce Health Cloud and Epic Systems are two of the most popular enterprise software platforms in the healthcare industry. Both offer a wide range of features and benefits that can help healthcare organizations improve their operations.

When these two platforms are combined, the result is a powerful solution FHIR Connect that can help streamline processes, improve patient care, and drive down costs.


Some of the key benefits of combining Salesforce Health Cloud and Epic Systems include:

  • Streamlined operations: One of the biggest benefits of combining these two platforms is that it can help streamline healthcare operations. By integrating data from both systems, healthcare organizations can get a more complete picture of their patients and their needs. This can help reduce duplicate work, avoid mistakes, and make it easier to provide coordinated care.
  • Improved patient care: Another benefit of combining Salesforce Health Cloud and Epic Systems is that it can improve patient care. With access to more data, clinicians can make better-informed decisions about treatment plans and identify potential problems sooner. In addition, patients can be given more personalized care plans that are tailored to their specific needs.
  • Reduced costs: One of the main goals of any healthcare organization is to reduce costs. By integrating Salesforce Health Cloud and Epic Systems, healthcare organizations can save money on licensing fees, hardware costs, and IT support expenses. In addition, this integration can help reduce errors and duplication of effort, which can lead to significant cost savings over time.

Challenges Of Integrating The Salesforce Health Cloud And Epic System Platforms

Salesforce Health Cloud and Epic Systems are two of the most popular enterprise software platforms in the world. While they both offer powerful capabilities for healthcare organizations, integrating the two platforms can be challenging.

Some of the challenges of integrating Salesforce and Epic Systems include:

  1. Different data models: Salesforce and Epic use different data models, which can make it difficult to integrate data from the two systems.
  2. Disparate system architectures: The two platforms have different system architectures, which can make integration difficult.
  3. Lack of standardization: There is no standard way to integrate Salesforce and Epic, which can lead to difficulties and inconsistencies.
  4. Cost: Integration can be costly, both in terms of money and time.

Despite these challenges, many healthcare organizations are successfully using both Salesforce and Epic to power their operations. By working with experienced consultants and using the best tools available, you can overcome these challenges and reap the benefits of a seamless healthcare management solution. You can Hire a Salesforce Consultant to conquer all the challenges and take your business to the next level.

How To Successfully Integrate The Two Systems?


Salesforce Health Cloud and Epic Systems are two of the most popular healthcare management systems on the market. When used together, they can provide a seamless and integrated experience for both providers and patients.

Here are a few tips on how to successfully integrate the two systems and sync EMR (Electronic Medical Records):

  1. Define your goals and objectives. What do you want to achieve by integrating Salesforce Health Cloud and Epic Systems? Make sure that everyone involved in the project is on the same page and knows what the end goal is.
  2. Plan your data migration carefully. Migrating data from one system to another can be a challenging and time-consuming process. You’ll need to ensure that all of your data is accurately transferred over to the new system, including patient records, provider information, scheduling data, etc.
  3. Train your staff on how to use the new system. Once your data has been migrated successfully, it’s important to train your staff on how to use the new system. This will ensure that they can take full advantage of all of its features and functionality.
  4. Go live with confidence. After everything has been planned and implemented, it’s time to go live with your new system! Make sure that you’ve tested everything thoroughly beforehand so that you can go live with confidence knowing that everything will run smoothly.

Security Considerations For Salesforce Health Cloud And Epic System Integration

As the healthcare landscape continues to evolve, so do the security risks. With the adoption of new technologies and the increased use of data, it is more important than ever to ensure that sensitive information is protected.

When integrating Salesforce Health Cloud and Epic Systems, there are a few key security considerations to keep in mind:

  1. Data encryption is critical to protecting patient data. Salesforce Health Cloud offers data encryption at rest and in transit, ensuring that information is secure both when it is stored and when it is being transmitted.
  2. User authentication should be implemented to ensure that only authorized users have access to the system. Salesforce Health Cloud offers a variety of authentication methods, such as single sign-on (SSO) and two-factor authentication (2FA).
  3. Access control should be used to restrict user access to only the data and functionality that they need. This can be accomplished through role-based access control (RBAC) within Salesforce Health Cloud.
  4. Audit logs should be maintained in order to track user activity and identify any potential security issues. Salesforce Health Cloud automatically generates audit logs for all events that occur within the system.

By taking these security considerations into account, you can help ensure that your Salesforce Health Cloud and Epic Systems integration is secure and compliant with industry regulations.

Case Studies Of Successful Integration Projects

Salesforce Health Cloud is a powerful tool that helps healthcare organizations manage their patient’s health information. When combined with Epic Systems, it provides a complete picture of the patient’s health history and status. This allows for better-coordinated care and improved patient outcomes.

One example of successful integration between Salesforce Health Cloud and Epic Systems is at Seattle Children’s Hospital. The hospital uses Salesforce Health Cloud to collect data from Epic Systems.

This data is then used to create a single view of the patient’s health record. The information is also used to generate reports that help the hospital track trends and improve care coordination.

Another example of a successful Salesforce Health cloud integration services project is at Partners HealthCare in Boston. The organization uses Salesforce Health Cloud to capture patient information from Epic Systems.

This data is then used to create a holistic view of the patient’s health history. The goal is to use this information to improve care coordination and communication between providers.

These are just two examples of how Salesforce Health Cloud and Epic Systems can be integrated successfully to improve healthcare management.

There are many other possibilities for how integrating Salesforce Health Cloud and Epic System can work together to benefit healthcare organizations and their patients.


The power of integration between Salesforce Health Cloud and Epic System is clearer. By combining the two, healthcare organizations can create a more efficient and streamlined workflow that eliminates redundant steps, reduces errors, and ensures data accuracy across all systems.

It also allows for better communication between providers, patients, and other members of the healthcare team while delivering timely access to information.

With these combined solutions in place, it’s easier than ever to manage patient records and achieve meaningful use goals—all while providing an improved level of care.

For any queries or customized services, you can connect with Salesforce Consultants via email at [email protected] or via live chat. As they are here to assist you 365 days a year so, connect with them and get customized solutions for your business.

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