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Customize your Epic and Expensify integration with the following
triggers and actions.
Triggers
When this happens…
Epic
- New PatientTriggers when a new patient is added to a specified list.
- New ProcedureTriggers when a new procedure is added for a specific patient
Any other trigger you can think up
Expensify
- Expense report createdExpense report created in Expensify
Any other trigger you can think up
Actions
Do this…
Epic
- Find AppointmentFind appointment in system
- Get AppointmentGet Appointment in FHIR
- Book AppointmentBook Appointment in FHIR
- Create DocumentReferenceCreate DocumentReference in FHIR
- Create a patientcreate a new patient
- Create Questionnaire ResponseCreate Questionnaire Response in FHIR
- Get Immunization by IDGet Immunization in FHIR
- Get Immunization RecommendationGet Immunization Recommendation in FHIR
- Get Patient by IDGet Patient in FHIR
- Search Immunization RecommendationSearch Immunization Recommendation in FHIR
- Search ImmunizationsSearch Immunizations in FHIR
- Get patient's medication historyGet patient's medication history in Epic
- Observation SearchObservation Search in Epic
- Observation UpdateObservation Update in Epic
- Observation Create (Vitals)Observation Create (Vitals) in Epic
- Match PatientMatch patient in FHIR
- Create ProblemCreate Problem in Epic
- Read Service Request(Community Resource) (R4)Read Service Request in Epic
- Read TaskRead Task in Epic
- Search for patientSearch for patient with Date of birth and last name
- Search TasksSearch Tasks in Epic
Any other action you can think up
Expensify
- Custom actionCustom action in Expensify (Custom)
- Create expenseCreate expense in Expensify
- Create expense reportCreate expense report in Expensify
- Get policy list BatchGet policy list in Expensify
- Get expense report statusGet expense report in Expensify
- Create/Update employeeCreate/Update employee in Expensify
- Update expense report statusUpdate expense report in Expensify
Any other action you can think up
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