Epic Data in Salesforce refers to the seamless integration of Epic healthcare systems with Salesforce CRM, allowing healthcare providers, hospitals, and medical organizations to access patient, operational, and care coordination data directly inside Salesforce.
This eliminates disconnected workflows, manual reporting, and delays in patient communication. Teams gain real-time access to healthcare insights without switching between platforms.
Epic manages critical healthcare operations such as patient records, appointments, billing, care coordination, and clinical workflows, while Salesforce powers patient engagement, communication, and service operations.
B2B Matrix solves healthcare integration challenges by providing real-time access to Epic data inside Salesforce using secure architecture. This improves patient experiences, care delivery, and operational efficiency across healthcare organizations.
Connect Epic healthcare systems with Salesforce for real-time patient insights.
View Details →Patient 360 View: Combine clinical and CRM data for complete patient relationship visibility
Appointment Management: Track appointments, follow-ups, and care coordination directly inside Salesforce
Billing Visibility: Access patient billing, claims, and payment insights instantly
Care Coordination: Improve collaboration between clinical and patient engagement teams
B2B Matrix provides a modern, scalable, and secure way to integrate Epic with Salesforce. Unlike traditional middleware solutions, our platform delivers real-time healthcare intelligence directly inside Salesforce with strong compliance and performance standards.
US healthcare organizations trust B2B Matrix to unify healthcare systems and CRM platforms into one intelligent solution that improves patient care and operational excellence.
Connect Epic and unlock real-time healthcare intelligence today
Request Demo Contact UsSurface healthcare, patient, and operational data in real time. Guide users with visual intelligence and improve care coordination with secure bi-directional synchronization.
