Using Applied Epic with SoterAI
Connect Applied Epic to SoterAI and ask questions about your agency’s clients, policies and claims without running reports in Epic.
Like every SoterAI connector, the Applied Epic connection is read-only: SoterAI can read and search your data, but it cannot create, edit, or delete anything in Applied Epic.
Assisted setup. Applied Epic is connected with help from our team. In the Connectors panel, its card shows Request setup instead of Connect. You bring the access details from your side, and we set up the connection to your workspace for you — there is nothing to install.
Applied Systems issues API access to each agency directly, so the connection uses API credentials from your own Applied Epic tenant.
Before you request setup
Have the following ready before you send your request:
- Your Applied Epic tenant URL
- An OAuth client ID and secret issued for your agency
- The API scopes you have enabled
Your organisation will also need to allow SoterAI’s outbound traffic through your firewall. Ask our support team for Soter’s egress IP address in your setup request so you can add it to your allowlist.
Keep your credentials safe. Don't paste passwords, secrets or tokens into the request email. List which details you have ready, and our team will confirm how to share them securely. Use credentials scoped to the minimum access you need.
What SoterAI can access
Once connected, SoterAI has read-only access to:
- Client records
- Policies and lines of coverage
- Claims
- Other data covered by the API scopes you have enabled
Access is always limited to what the credentials you provide are allowed to read.
What SoterAI cannot do
- Cannot create, edit, or delete records in Applied Epic
- Cannot submit forms or trigger workflows inside Applied Epic
- Cannot access data outside the scope of your credentials
- Cannot change configuration, permissions, or user access
How to request setup
- 1Click the puzzle piece icon in the chat input bar to open the Connectors panel.
- 2Open the Available tab and find Applied Epic under Risk & safety (use the Search integrations bar if needed). The card shows a short summary of what we'll need.
- 3Click Request setup. A prefilled email to our support team opens, with the connector name and your workspace already filled in, plus the same checklist.
- 4Add any details you already have (without credentials) and send it.
- 5Our team will reply to arrange the next steps and set up the connection. Once it's live, Applied Epic appears in your Connected tab and you can use it in chat like any other connector.
If your email app doesn't open, write to help@soteranalytics.com with the subject ‘Connector setup request: Applied Epic’.
To remove access at any time, open the Connectors panel and click Disconnect on the Applied Epic card in the Connected tab.
Example queries
Once connected, just ask naturally.
Policies and renewals
- "Which policies renew in the next 60 days?"
- "List clients with workers’ compensation policies and their renewal dates"
Claims
- "Summarise open claims for this client"
Use cases
Renewal preparation backed by safety insight
See which policies are coming up for renewal and review them alongside your safety data, so every renewal conversation starts with the full picture.
Linking claims history to risk control advice
Review a client’s claims history and turn the patterns you find into practical risk control advice.
Client stewardship reports
Ask for a summary of a client’s policies and claims in plain language, without building a report in Epic each time.
Troubleshooting
| Issue | Solution |
|---|---|
| My email app didn’t open when I clicked Request setup | Write to help@soteranalytics.com with the subject ‘Connector setup request: Applied Epic’. |
| SoterAI can’t see certain records | Access is limited by the permissions of the credentials you supplied. Ask your Applied Epic administrator to confirm what they can read. |
| Slow responses on large queries | Narrow your question, for example to a date range, site, or single record type. |
| Some data is missing | SoterAI can only read data covered by the API scopes enabled for your credentials. Ask your Applied Epic administrator to confirm which scopes are enabled. |
For more general help, see Troubleshooting external app connections.