It’s always tough to pass up a hitpiece from STAT assassins Casey Ross and Brittany Trang, especially when their mark is the biggest EHR in the world.
Inside Epic’s Empire. That’s the name of the new series covering Epic’s “uncompromising business tactics” that have crushed competitors, thwarted innovation, and put a single business in charge of the patient data needed to power medical breakthroughs.
Ross and Trang get right down to business. They set the stage with Epic’s total dominance:
- Epic pulls in $6.5B+ a year.
- It holds records on 8 in 10 Americans.
- It owns 55% of inpatient beds, up from just 21% in 2012.
Some might see that as a problem. Executives at 12 companies on Epic’s own app marketplace say it undercut them by withholding data interfaces and specs, spreading rumors about their products, or charging fees in the hundreds of thousands a year.
- Epic declined interviews but countered with its top KLAS rating for integration, triple the connections that federal law requires, and billions of annual data exchanges.
The gate is locked from the inside. Vendors wanting deep integration sign an agreement acknowledging Epic might build software similar to theirs, forcing them to choose between IP protection and distribution.
- Certain medication and problem-list data sit behind proprietary interfaces Epic keeps private, and public APIs can reportedly book an appointment but not cancel one.
- Epic’s new connectors let its AI agents read and write to third-party apps, but STAT couldn’t confirm whether third-party agents get the same into Epic.
Exhibit A is Abridge. In 2023 Epic made the then-scribe startup its first Partners and Pals member and took an equity stake, then rival scribe vendors say their Epic business evaporated.
- Abridge raised a boatload of capital and grew to hundreds of health systems.
- Epic cashed out, shuttered the program, and announced its own scribe.
- Dayton Children’s CIO J.D. Whitlock summed it up by saying Epic clones have most of a third party’s features, costs less, and integrates better… because it’s Epic.
There’s another side of the coin. Former Epic employee turned Health API Guy Brendan Keeler argues Epic isn’t uniquely evil, just dominant enough that the bar for sharing data should be higher.
- Another former Epic employee says the friction is deliberate, built to keep vendors from corrupting the record, with developer frustration an acceptable price.
The Takeaway
At the end of the day, it’s tough to hate the player and not the game. Epic is running a business, and it’s running it pretty well given the rules that it’s given. Then again, it might also make the rules.
