Epic and Outlook integrations and automations

Seamlessly connect Epic and Outlook. Automate workflows, and boost efficiency with Workato.

Ratings

4.9

Peer Insights™

100%

Customer Recommendation

Total

100+

active users

Avg

2 min

to connect

Custom connections

Available

via HTTP connector

Market leaders run on Workato

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Build powerful workflows, fast

Triggers

When this happens…

Epic
  • New Patient
    Triggers when a new patient is added to a specified list.
  • New Procedure
    Triggers when a new procedure is added for a specific patient

    • Any other trigger you can think up

Outlook
  • Deleted event Real-time
    Deleted event in Outlook Calendar
  • New contact
    New contact in Outlook
  • New email Real-time
    New email received in Outlook Mail
  • New event Real-time
    New event created in Outlook Calendar
  • New/updated contact
    New/updated contact in Outlook
  • New/updated event Real-time
    New/updated event in Outlook Calendar

    • Any other trigger you can think up

Actions

Do this…

Epic
  • Find Appointment
    Find appointment in system
  • Get Appointment
    Get Appointment in FHIR
  • Book Appointment
    Book Appointment in FHIR
  • Create DocumentReference
    Create DocumentReference in FHIR
  • Create a patient
    create a new patient
  • Create Questionnaire Response
    Create Questionnaire Response in FHIR
  • Get Immunization by ID
    Get Immunization in FHIR
  • Get Immunization Recommendation
    Get Immunization Recommendation in FHIR
  • Get Patient by ID
    Get Patient in FHIR
  • Search Immunization Recommendation
    Search Immunization Recommendation in FHIR
  • Search Immunizations
    Search Immunizations in FHIR
  • Get patient's medication history
    Get patient's medication history in Epic
  • Observation Search
    Observation Search in Epic
  • Observation Update
    Observation Update in Epic
  • Observation Create (Vitals)
    Observation Create (Vitals) in Epic
  • Match Patient
    Match patient in FHIR
  • Create Problem
    Create Problem in Epic
  • Read Service Request(Community Resource) (R4)
    Read Service Request in Epic
  • Read Task
    Read Task in Epic
  • Search for patient
    Search for patient with Date of birth and last name
  • Search Tasks
    Search Tasks in Epic

    • Any other action you can think up

Outlook
  • Custom action
    Custom action in Outlook (Custom)
  • Create calendar
    Create calendar in Outlook
  • Create contact
    Create contact in Outlook
  • Create calendar event
    Create event in Outlook Calendar
  • Delete calendar event
    Delete calendar event in Outlook
  • Delete contact
    Delete contact in Outlook
  • Download email attachments
    Download email attachments from email in Outlook Mail
  • Get calendar by ID
    Get calendar details by ID in Outlook
  • Get contact
    Get contact in Outlook
  • Get calendar event by ID
    Get event in Outlook Calendar
  • List calendars
    List calendars in Outlook
  • List contacts Batch
    List contacts in Outlook
  • List all instances of an event Batch
    List all instances of an event in Outlook
  • Search calendar Batch
    Search for calendar details in Outlook
  • Search contacts Batch
    Search contacts in Outlook
  • Search calendar events Batch
    Search events in Outlook Calendar
  • Send email
    Send email from Outlook Mail
  • Update contact
    Update contact in Outlook
  • Update calendar event
    Update event in Outlook Calendar

    • Any other action you can think up

One platform

  • Power
  • Agility
  • Speed
  • Innovation

Let’s start automating

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