EHR Integration
Your EHR calendar drives the AI, so blocked time and new providers register instantly. Bookings write back; insurance goes to billing to verify.
Appointment bookings and new patient demographics write directly from the call into your EHR. Your staff never re-enter caller information or hunt for appointment data.
Your EHR calendar is always in sync with the AI. When your staff block time, add a provider, or close a slot, the AI knows instantly. No double-bookings, no scheduling conflicts, no stale information.
Medical history, allergies, medications, and symptoms captured during the call land in your staff queue as a cohesive summary. Clinical staff review, confirm accuracy, and file—never re-gather information from the patient.
The AI records insurance details during intake. Your billing team reviews, verifies, and updates the EHR. At check-in, you have verified insurance information.
Your practice defines scheduling rules, escalation criteria, and clinical protocols once. The AI integrates with your existing workflow; no disruption to your team or patients.
9 named EHR integrations
athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, ModMed
Appointment bookings to EHR
Real-time sync, no manual entry
New patient demographics auto-write
Name, DOB, phone synced instantly
Intake structured and pasteable
Staff review, confirm, and file
We integrate with athenahealth, eClinicalWorks, Epic, Elation, Cerbo, Hint, Tebra, AdvancedMD, and ModMed. If your EHR isn't listed, contact us to discuss options.
Typical setup is 1–3 weeks for athenahealth and eClinicalWorks; 3–6 weeks for others. We connect your EHR credentials securely, test real-time availability sync and booking writes, and configure your scheduling rules and escalation criteria. Your team trains on the handoff workflow.
Appointment bookings, new patient names, phone numbers, and dates of birth write automatically. Patient intake—medical history, symptoms, insurance—is captured and returned as a structured summary for your staff to review and file, not auto-populated into clinical fields.
Yes. Your calendar syncs in real time. When your staff block time or add a provider, the AI knows instantly. It only offers available slots and books into your actual open appointments.
All communication between the AI and your EHR is encrypted. Patient information is processed during the call and synced to your secure EHR. Call recordings are deleted per your retention policy. No data lives outside your EHR unless you retain it.
Tell us about the change. We reconfigure your integration for the new system. Appointment bookings and patient workflows migrate smoothly; your team continues without interruption.
Integration
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Pillar guide
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