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HealOS connects to each EHR in one of six ways. The method decides what you hand over, how fast setup is, and what keeps working when nobody is at a desk. Each EHR page names its method and lists exactly what to provide.

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Choosing a method

  • An official API is the most durable. Setup can take days when the vendor must grant API access or a fee applies, but it keeps working through password changes.
  • The cloud browser is the fastest to set up (minutes, with a login), and the only option for EHRs without a usable API. Give HealOS a dedicated user: some EHRs allow one active session per login, and a shared user’s password changes break the connection.
  • The Chrome extension needs no credentials, but it works only while the clinician’s EHR tab is open, so it suits note filling, not after-hours phone calls.

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Where you connect

Other ways the AI Frontdesk can book without an EHR connection: HealOS Scheduling and Google Calendar.

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Security

  • Credentials are encrypted at rest and used only by the HealOS service that runs your enabled actions. They are never returned by the HealOS API: GET /ehr/connections reports connection status only.
  • Every action runs against your live EHR, never a sandbox, and writes that change appointments are enabled per practice. See Security.