Read Me
Start with the context.
How to use the workbook, its scope and the assumptions to review before you make it your project plan.
For healthcare product & engineering teamsEpic integration checklist.
Epic integration checklist.
A clearer path
to go-live.
Know what needs to happen, who owns it and what could hold it up. Turn your Epic integration into a shared delivery plan—not a list of unanswered questions.
50 action items6 workbook tabs.xlsx editable format
See what’s in the workbook An independent resource by Nirmitee.io. Not affiliated with or endorsed by Epic.
Free planning resource
Get the editable tracker.
Excel workbook · 6 tabs · delivered by email
Less ambiguity. More ownership.One place for the work
One place for the work
between sandbox and production.
For founders setting expectations, engineers defining scope and delivery leads coordinating with customer IT. Keep the dependencies in view—not just the code.
Epic integration trackerIllustrative worksheet preview
| Workstream | Question to resolve | Owner to confirm | Evidence to record |
|---|---|---|---|
| Scope | Which data, direction and workflow? | Product + engineering | Agreed interface scope |
| Access | Which environment and permissions? | Customer IT + app team | Access and configuration verified |
| Validation | Does the intended workflow work here? | Engineering + customer | Documented test outcomes |
| Go-live | Who handles a failure after launch? | Delivery + operations | Runbook and escalation owners |
Read MeIntegration TrackerSecurity Review TrackerCost & TimelineReadiness ScorecardReferences & Glossary
Simplified preview—not live project data. The downloadable workbook contains the detailed tasks and editable fields.
Inside the downloadSix tabs.
Six tabs.
A working project plan.
Use what fits your implementation. Adapt the rest with your customer and engineering team.
Get the free workbookIntegration Tracker
Make ownership visible.
50 action items across phases 0–9, with how-to notes, watch-outs, owners, ETAs, status and references.
Security Review Tracker
Prepare the evidence.
Organise the evidence requested during a customer’s review. Confirm which requirements actually apply to your product and deployment.
Cost & Timeline
Replace guesses with dependencies.
Use the planning sheet to record your estimates. Treat supplied ranges as starting assumptions, not Epic pricing or delivery commitments.
Readiness Scorecard
Make the go-live decision explicit.
Bring access, ownership and operational readiness into one discussion before your team commits to a production date.
References & Glossary
Keep the source close.
Follow the supporting references and unpack integration terminology. Always check the current vendor documentation.
A working API call isn’t
the whole implementation.
Define the use case
Document the intended workflow and required data before choosing the integration approach.
Confirm the customer path
Epic customers run independent environments. Configuration and access depend on the deployment and app type.
Agree on readiness
Make test evidence, support ownership and cutover decisions part of the plan.
For current connection and app-distribution guidance, use Epic’s developer resources ↗. This workbook does not replace vendor documentation or customer review.
Practical answersPlanning your
Planning your
Epic integration?
What is the Epic integration checklist?
It is a free, editable Excel workbook from Nirmitee for planning an Epic integration. Its six tabs cover delivery tasks, security-review evidence, estimates, readiness and references. It is a planning aid, not an Epic approval or certification.
Does passing the Epic sandbox mean we can go live?
No. Sandbox testing and a customer deployment are different stages. For customer implementations, confirm the organisation’s configuration, access and workflow requirements, then validate in its non-production environment before go-live.
Do all Epic integrations follow the same approval process?
No. The route depends on the app, APIs and customer. Some patient-authorised apps have automatic client-record distribution options. A customer-integrated workflow can need local implementation work. Confirm the path for your use case using Epic’s developer resources.
Is there a fixed Epic integration timeline?
No single timeline fits every project. Scope, access, customer review, testing and operational readiness all affect delivery. The workbook helps you assign owners and track those dependencies; it does not guarantee a launch date.
Can Nirmitee help implement the integration?
Yes. We can help scope the workflow, review the integration architecture, build and test interfaces, and plan operational handover. Share the systems and intended workflow so we can define the work and customer dependencies together.
From the plan to the buildWant another set of eyes
Want another set of eyes
on your integration scope?
Bring the workflow, systems and current blockers. We’ll discuss where engineering can help and which dependencies need customer coordination.