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PolyAI integrates with Epic EHR through SMART on FHIR, 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 and the FHIR R4 specification standards.

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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.

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PolyAI Epic App details

Use these values when configuring the trusted application in Epic:
Configure scopes and permissions according to your organization’s requirements and Epic policies. Grant only what the integration needs.

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Integration steps

1

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.
2

Invite the PolyAI Epic App

In your Epic app, invite the PolyAI Epic App as a trusted application using the PolyAI Epic App details above.Submit the integration request in Epic once every required field is filled in.
3

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.
4

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.

SMART on FHIR

Official SMART App Launch framework.

Epic FHIR portal

Epic’s FHIR API reference.

FHIR R4 spec

HL7 FHIR R4 standard.

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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.

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Last modified on July 6, 2026