> ## Documentation Index
> Fetch the complete documentation index at: https://docs.healos.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Connect your EHR

> Let the AI look up patients, check real availability, and book in your EHR.

**AI Frontdesk → Integrations** ("AI Receptionist Integrations") → **Connect an EHR**.

<Steps>
  <Step title="Pick your system">
    The **Connect an EHR** screen lists every system the AI can use for live calls. Choose **HealOS Scheduling** if you have no EHR and want HealOS to act as your calendar.

    <Info>Not in the list? Email [team@healos.ai](mailto:team@healos.ai) and we will tell you whether it can be added.</Info>
  </Step>

  <Step title="Connect">
    Click **Connect** and follow the steps the dialog shows for your system. Each EHR has its own short connection flow; the screen walks you through it.

    <Tip>A dedicated HealOS user in your EHR keeps the connection stable when staff change their own passwords.</Tip>
  </Step>

  <Step title="Choose what the AI may do">
    Under **AI Actions in the EHR**, tick the allowed actions. Unsupported ones for your EHR are marked.

    | Action | Default |
    | - | - |
    | Read Patient Details | Always on |
    | Create Patient Record | On |
    | Check Available Slots | Always on |
    | Create Appointment | On |
    | Reschedule Appointment | On where supported |
    | Cancel Appointment | On where supported |
    | Add Call Notes | On where supported |
    | Benefit Verification | Off |
  </Step>

  <Step title="Set booking defaults and provider routing">
    * **Booking defaults**: default provider, appointment type, and **Appointment duration** used when the caller does not specify.
    * **Provider routing**: one row per category, with the provider, the appointment type, and the phrases callers use ("new patient", "physical therapy", "Dr. Chen"). New-patient and follow-up visits usually need separate rows.
  </Step>

  <Step title="Set provider office hours">
    Working days and hours per provider.

    <Warning>**These must match the EHR.** If HealOS says Wednesday 2–5 and the EHR says 1–5, patients hear "not available" for real openings, or a booking lands where the provider is not working.</Warning>
  </Step>
</Steps>

## Benefit Verification

Off by default. When on, the AI checks insurance eligibility before booking. Turn on **Offer self-pay when coverage can't be verified** so a failed check does not end the call without a booking.

## How the AI identifies a patient

The AI confirms the caller's **name and date of birth**, then looks them up in your EHR. Returning patients are matched to their existing chart; new callers are registered if **Create Patient Record** is on.

<Info>
  When a lookup fails it is almost always a spelling or DOB mismatch. The AI asks callers to spell their last name and reads the DOB back. A nickname on file ("Bill" vs "William") can still cause a miss.
</Info>

## Disconnecting

**Disconnect** stops all EHR actions immediately. Booking defaults are kept for when you reconnect.


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