Do everything in one place
Customize your Epic and Insightly 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
Insightly
- New contactNew contact in Insightly
- New organisationNew organisation in Insightly
- Updated contactUpdated contact in Insightly
- Updated opportunityUpdated opportunity in Insightly
- Updated organisationUpdated organisation in Insightly
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
Insightly
- Custom actionCustom action in Insightly (Custom)
- Add note to opportunityAdd note to opportunity in Insightly
- Create contactCreate contact in Insightly
- Create eventCreate event in Insightly
- Create opportunityCreate opportunity in Insightly
- Create organisationCreate organisation in Insightly
- Get user by IDGet user by ID in Insightly
- Search contacts BatchSearch contacts in Insightly
- Search pipelines BatchSearch pipelines in Insightly
- Search users BatchSearch users in Insightly
- Update contactUpdate contact in Insightly
- Update opportunityUpdate opportunity in Insightly
Any other action you can think up
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