Introduction
PolyAI integrates with Epic EHR via SMART on FHIR, giving virtual agents read access to patient and operational data (subject to permissions). This requires approval through Epic’s trusted application process. This integration uses Epic’s SMART on FHIR framework and the FHIR R4 specification, and requires approval through Epic’s trusted application process before PolyAI can access the necessary resources.How to integrate Epic with PolyAI
To complete the integration, you will submit an Epic integration request using the PolyAI Epic App details, then confirm the request in PolyAI Agent Studio so PolyAI can review and approve it.Step 1: Log in to your Epic account
- Log in to your Epic administrative account.
- Navigate to the section for managing Build App
- Under My Apps, pick the app you would like to integrate with PolyAI. Follow the instruction to submit the integration request over to PolyAI.
Step 2: Submit an integration request to the PolyAI Epic App
Invite the PolyAI Epic App as a trusted application using the details below.Application details
- 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
Step 3: Submit the request in PolyAI Agent Studio
After submitting the request in Epic:- Log in to PolyAI Agent Studio
- Open your Project
- Navigate to Integrations
- Locate the Epic integration tile
- Click Submit Request
Step 4: PolyAI review and approval
Once both steps are complete:- Your request will remain in a pending state
- PolyAI will review the Epic integration request
- PolyAI will reach out if additional information or configuration is required
Useful links
- SMART on FHIR documentation — Official SMART App Launch framework
- Epic FHIR developer portal — Epic’s FHIR API reference
- FHIR R4 specification — HL7 FHIR R4 standard

