Epic-on-FHIR Patient Access Workflow Builder

Supports patient access organizations with two related capabilities: reusable low-code Epic on FHIR workflow enablement for patient, clinician, and administrative apps, and governed employee access to generative AI tools with controls for compliance, data protection, and safe use.

The Problem

“Patient access workflow enablement on Epic FHIR plus governed employee access to generative AI”

Organizations face these key challenges:

1

Epic OAuth and SMART on FHIR integration details are complex for low-code teams

2

FHIR resource access varies by workflow and requires careful scope and error handling

3

One-off app integrations create duplicated effort and inconsistent security controls

4

Unmanaged employee use of public generative AI tools risks PHI/PII leakage

Impact When Solved

Reduce time to launch new Epic-connected Power Platform apps from months to weeksStandardize Epic OAuth, token handling, and FHIR resource access across patient, clinician, and admin workflowsLower security and compliance risk through centralized AI access controls, redaction, logging, and policy enforcementImprove staff productivity with approved summarization, drafting, and knowledge support use cases

The Shift

Before AI~85% Manual

Human Does

  • •Define each patient, clinician, and admin workflow and request Epic access for each app
  • •Manually configure user access, review scopes, and handle integration exceptions case by case
  • •Draft staff communications, summaries, and knowledge responses manually or through unmanaged public AI tools
  • •Monitor policy compliance through training, spot checks, and manual audit follow-up

Automation

  • •No meaningful AI support in the workflow
  • •Public generative tools may be used informally without approved controls or logging
  • •Basic low-code automation may move data between steps without policy-aware guidance
With AI~75% Automated

Human Does

  • •Approve workflow use cases, access policies, and acceptable employee AI use boundaries
  • •Review high-risk exceptions, regulated decisions, and escalations from patient access workflows
  • •Validate sensitive drafts or summaries when confidence is low or policy requires oversight

AI Handles

  • •Standardize Epic-connected workflow steps for patient, clinician, and administrative use cases
  • •Guide approved employee drafting, summarization, and knowledge support within policy constraints
  • •Detect sensitive content, enforce redaction and access rules, and block disallowed requests
  • •Log activity, monitor usage for compliance issues, and route exceptions for human review

Operating Intelligence

How it works

AI watches every signal continuously.

Humans investigate what it flags.

False positives train the next watch cycle.

Confidence79%
ArchetypeMonitor & Flag
Shape6-step linear
Human gates1
Autonomy
67%AI controls 4 of 6 steps

Who is in control at each step

Each column marks the operating owner for that step. AI-led actions sit above the divider, human decisions and feedback loops sit below it.

Loop shapelinear

Step 1

Observe

Step 2

Classify

Step 3

Route

Step 4

Exception Review

Step 5

Record

Step 6

Feedback

AI lead

Autonomous execution

1AI
2AI
3AI
5AI
gate

Human lead

Approval, override, feedback

4Human
6↺ Loop
AI-led step
Human-controlled step
Feedback loop
TL;DR

AI observes and classifies continuously. Humans only engage on flagged exceptions. Corrections sharpen future detection.

The Loop

6 steps

1 operating angles mapped

Operational Depth

Real-World Use Cases

Power Platform apps for Epic on FHIR patient/clinician/admin workflows

A Power App can connect to Epic's FHIR APIs using an Epic app registration, so teams can build patient, clinician, or admin workflows without custom Epic integration code.

Standards-based EHR integration with OAuth-mediated access and error-aware workflow handlinglimited but real support: current release works for patient, clinicians, and administrative users audiences, while backend systems support is not yet implemented.
10.0

Operational productivity with controlled access to generative AI tools

Give staff approved AI assistants like ChatGPT to help with work, but only inside rules that protect sensitive information and track results.

Language generation, summarization, drafting assistanceearly deployment; access expansion is noted, but the strategy focuses on controlled implementation and reporting.
10.0

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