The Epic Integration Checklist That Survives Contact with a Real Hospital.

A Battle-Tested Tracker for Taking Your App Live on Epic: Every Phase, Every Action Item, the Security-Review Evidence Pack, and the Traps that Quietly Cost Teams Months.

  • 9 Phases, 55 Action ItemsRegister, Sandbox, Sponsor, Security Review, Provisioning, Go-Live and Scale.
  • The Watch-Out-for ColumnThe Real Gotchas: the 403-is-scope trap, invalid_client, and the BAA stall.
  • Owners, ETAs and a ScorecardCustomer-Gated Steps are Flagged so You Can See What You Do Not Control.

Get the Free Tracker

Excel (.xlsx) | 6 tabs | sent to your email.

No Spam. We will Email the Resource and Only Follow Up about Healthcare Integration.

Look inside

A Tracker You Can Work From

The Phases, Action Items, Traps, Owners and ETAs are Laid out in an Editable Workbook.

Epic Integration Tracker preview
Tracker Preview
9
Phases, Sandbox to Scale
55
Action Items, Each with a Trap
14
Security-Review Evidence Rows
6-18mo
Realistic Timeline, Mapped Out

What's inside

Six Tabs that Map the Whole Journey

Not a Generic Checklist. The Specific Steps, Gotchas, Evidence and Scorecards You Need in a Tracker You Can Work From.

1

Integration Tracker

All 9 Phases and 55 Action Items, with a How-To, Trap to Avoid, Owner, ETA and Done-When Test.

2

Security Review Pack

The Evidence a Hospital Asks for Before Production Access.

  • SOC 2 Type II
  • HITRUST i1 / r2
  • BAA and Subprocessor List
  • PHI Audit Logs
3

Cost and Timeline

Reported Ranges by Phase and Integration Type, with Space for Your Own Estimates.

4

Readiness Scorecard

A Go / No-Go Check Before You Commit a Date, including Sponsor, BAA and Audit-Log Gates.

5

The Traps

The Scar Tissue in Line: invalid_client, Scope Traps, App Naming, Expired Certs and Sponsor Delays.

6

References and Glossary

Links to Epic Docs, SMART, ONC and HHS, plus Plain-English Definitions of Key Terms.

Who it's for

Built for the Person Who Has to Ship It

If you have been asked how long Epic will take and you do not want to guess, this is for you.

Founders and CTOs

Digital-Health Companies Scoping Their First Epic Integration.

Engineering Leads

Teams that need a realistic plan and security-review pack before committing a date.

Product and BD

Teams that need to land a sponsoring customer and align on scope.

Teams Burned Once

Anyone who Watched a Two-Week Epic Task Turn into Two Quarters.

Built by People Who Ship Epic Integrations, Not Slides

Nirmitee.io builds the FHIR, HL7 and X12 Connection Layer so your Engineers Stay on Your Product. This Tracker is the Checklist We Use Ourselves.

47 / 47 ONC g(10) Inferno SMART App Launch tests passing
Open Source Our Headless FHIR R4 Server is Public on GitHub
Healthcare Only FHIR-Native Since Founding

FAQ

Questions, answered

What is in the Epic Integration Tracker?

Six tabs: a 9-phase tracker, vendor security-review evidence pack, cost and timeline sheet, readiness scorecard, references and glossary.

Is it Really Free?

Yes. It is a Free Excel Resource. Enter your Work Email and We Send it as an Attachment.

How long does Epic Integration Take?

Plan for 6 to 18 months end to end. The build may be weeks, but sponsor, security review and customer IT queues are often the long poles.

Do I need a Sponsoring Epic Customer to Go Live?

Yes. You can build in the sandbox alone, but production depends on a real Epic health-system customer downloading your app into their environment.

Scope Your Epic Integration with Eyes Open

Grab the Tracker, or have our team pressure-test your timeline before you commit one.