> ## Documentation Index
> Fetch the complete documentation index at: https://polyai-mintlify-7055a538.mintlify.site/llms.txt
> Use this file to discover all available pages before exploring further.

# Epic

> Connect your PolyAI agent to Epic EHR for patient data access through SMART on FHIR.

PolyAI integrates with Epic EHR through [SMART on FHIR](https://docs.smarthealthit.org/), giving virtual agents read access to patient and operational data (subject to permissions). Integration requires approval through Epic's trusted application process.

This integration uses Epic's [SMART on FHIR framework](https://fhir.epic.com/) and the [FHIR R4 specification](https://hl7.org/fhir/R4/) standards.

## How it works

You submit the integration request from **both sides** — in Epic (naming the PolyAI Epic App as a trusted application) and in PolyAI Agent Studio (linking your Epic submission to your project). PolyAI then reviews and approves it.

## PolyAI Epic App details

Use these values when configuring the trusted application in Epic:

| Field                        | Value                                  |
| ---------------------------- | -------------------------------------- |
| **Application name**         | PolyAI                                 |
| **Client ID**                | `c6cc31b3-800f-4297-8d5c-08f56ed57fa3` |
| **Non-Production Client ID** | `a0d62d80-de30-4261-a963-34790dbf0473` |
| **SMART Scope**              | SMART V1                               |
| **FHIR Version**             | R4                                     |

<Warning>
  Configure scopes and permissions according to your organization's requirements and Epic policies. Grant only what the integration needs.
</Warning>

## Integration steps

<Steps>
  <Step title="Log in to Epic and open your app">
    1. Log in to your **Epic** administrative account.
    2. Navigate to **Build App**.
    3. Under **My Apps**, select the app to integrate with PolyAI.
  </Step>

  <Step title="Invite the PolyAI Epic App">
    In your Epic app, invite the **PolyAI Epic App** as a trusted application using the [PolyAI Epic App details](#polyai-epic-app-details) above.

    Submit the integration request in Epic once every required field is filled in.
  </Step>

  <Step title="Link the request in PolyAI Agent Studio">
    1. Log in to **PolyAI Agent Studio**.
    2. Open your project.
    3. Go to **Integrations**.
    4. Find the **Epic** tile and click **Submit Request**.

    This links your Epic submission with your PolyAI project.
  </Step>

  <Step title="PolyAI review and approval">
    Your request stays in a **pending** state while PolyAI reviews it. PolyAI will reach out if additional information or configuration is required. Once approved, the Epic integration is active in your project.
  </Step>
</Steps>

## Useful links

<CardGroup cols={3}>
  <Card title="SMART on FHIR" href="https://docs.smarthealthit.org/" icon="book">
    Official SMART App Launch framework.
  </Card>

  <Card title="Epic FHIR portal" href="https://fhir.epic.com/" icon="hospital">
    Epic's FHIR API reference.
  </Card>

  <Card title="FHIR R4 spec" href="https://hl7.org/fhir/R4/" icon="book-open">
    HL7 FHIR R4 standard.
  </Card>
</CardGroup>

## Support

If you hit issues during the Epic integration process or have questions about required permissions or scopes, contact your PolyAI representative or PolyAI Support.

## Related pages

<CardGroup cols={2}>
  <Card title="Integrations overview" href="/integrations/introduction" icon="plug">
    Browse all available integrations.
  </Card>

  <Card title="Managed services" href="/integrations/managed-services" icon="handshake">
    Other managed integrations requiring account manager setup.
  </Card>
</CardGroup>