BlackLine and Epic integrations and automations

Do everything in one place

Customize your BlackLine and Epic integration with the following triggers and actions.

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

Actions

Do this…

BlackLine
  • Import account assignments
    Import account assignments in BlackLine
  • Import account balances
    Import account balances in BlackLine
  • Import account group mappings
    Import account group mappings in BlackLine
  • Import account group settings
    Import account group settings in BlackLine
  • Import account settings
    Import account settings in BlackLine
  • Import bank balances
    Import bank balances in BlackLine
  • Import budgets
    Import budgets in BlackLine
  • Import CIM mappings
    Import CIM mappings in BlackLine
  • Import currency rates
    Import currency rates in BlackLine
  • Import entities
    Import entities in BlackLine
  • Import entity types
    Import entity types in BlackLine
  • Import item detail
    Import item detail in BlackLine
  • Import multi-currency balances
    Import multi-currency balances in BlackLine
  • Import subledger balances
    Import subledger balances in BlackLine
  • Import task dependencies
    Import task dependencies in BlackLine
  • Import task description
    Import task description in BlackLine
  • Import tasks
    Import tasks in BlackLine
  • Import tasks auto-certify completion
    Import tasks auto-certify completion in BlackLine
  • Import team types
    Import team types in BlackLine
  • Import teams
    Import teams in BlackLine
  • Import user entities
    Import user entities in BlackLine
  • Import user roles
    Import user roles in BlackLine
  • Import user team assignments
    Import user team assignments in BlackLine
  • Import users
    Import users in BlackLine
  • Import variance group mapping
    Import variance group mapping in BlackLine
  • Import variance group settings
    Import variance group settings in BlackLine
  • Import variance rules
    Import variance rules in BlackLine
  • Import variance settings
    Import variance settings in BlackLine

    • Any other action you can think up

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

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