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Practice EHR

Integration

EHR & Practice Management

✓HIPAA CompliantNo Code RequiredFHIR R4 Ready

Practice EHR Integration — Connect Your EHR to AI Workflows

Let Cevi's AI agents handle scheduling, intake, billing, and messaging — so your Practice EHR workflows run without staff lifting a finger.

Triggers

Actions

No-code AI automation

HIPAA, GDPR, and SOC 2 compliant

Visual workflow builder

Full audit trails and access controls

300+ apps, 50+ EHR integrations

Free pilot available

What you can automate with Practice EHR

Automate Patient Intake

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When a patient submits an online form, Cevi automatically creates or updates their record in Practice EHR — no manual data entry, no copy-paste errors.

Appointment Sync & Reminders

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Keep Practice EHR appointments in sync with external calendars and automatically send SMS/email reminders to reduce no-shows.

Insurance Verification on Autopilot

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When a new appointment is booked in Practice EHR, Cevi automatically runs eligibility checks and writes the results back to the patient record.

Clinical Data Routing

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Route lab results, prescriptions, and clinical documents from Practice EHR to the right team members and systems automatically.

Billing & Claims Automation

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When an encounter is completed in Practice EHR, Cevi can trigger claim submission, payment reminders, and revenue cycle workflows.

Two-Way CRM Sync

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Keep patient data synchronized between Practice EHR and your CRM so marketing and clinical teams always work from the same source of truth.

Set up AI agents with

Practice EHR

Discover popular templates with Practice EHR

Patient Intake

Jotform to Practice EHR integration

Sync new patient intake forms to Practice EHR automatically

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Scheduling

Practice EHR to Twilio integration

Send appointment reminders via SMS when booked in Practice EHR

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Patient Intake

GoHighLevel to Practice EHR integration

Create Practice EHR patient records from new GoHighLevel contacts

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Data Sync

Practice EHR to Google Sheets integration

Log Practice EHR appointments to Google Sheets for reporting

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Messaging

Practice EHR to Paubox integration

Send HIPAA-compliant emails when Practice EHR lab results are ready

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Insurance

Practice EHR to pVerify integration

Verify insurance eligibility when a new patient is created in Practice EHR

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Connect Practice EHR with 147+ tools

AdvancedMD

EHR & Practice Management

Athenahealth

EHR & Practice Management

Canvas Medical

EHR & Practice Management

Cerbo

EHR & Practice Management

Charm EMR

EHR & Practice Management

Cliniko

EHR & Practice Management

DrChrono

EHR & Practice Management

Elation

EHR & Practice Management

Epic Systems

EHR & Practice Management

Healthie

EHR & Practice Management

ModMed

EHR & Practice Management

Nextech

EHR & Practice Management

OpenEMR

EHR & Practice Management

Ritten

EHR & Practice Management

Welkin Health

EHR & Practice Management

Zenoti EMR

EHR & Practice Management

eClinicalWorks

EHR & Practice Management

Availity

Billing & Revenue Cycle

Candidhealth

Billing & Revenue Cycle

Quickbooks

Billing & Revenue Cycle

Tebra (Kareo)

Billing & Revenue Cycle

Fullscript

Pharmacy & e-Prescribing

Tellescope

Telehealth & Virtual Care

pVerify

Insurance & Eligibility

...

Join hundreds of medical practices automating their operational workflows with Cevi

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Explore Practice EHR triggers and actions

Cevi supports 4 Practice EHR triggers and 6 actions

New patient added

Fires when a new patient record is created

trigger

Appointment scheduled

Triggers when a new appointment is booked

trigger

Claim submitted

Fires when a new insurance claim is submitted

trigger

Lab order created

Triggers when a new lab order is placed

trigger

Get locations

Get patients locations

action

Find patients

Find patients based on criteria

action

Practice EHR API Capabilities

API Key authentication. FHIR R4 support.

View official API documentation

Authentication

API Key

FHIR

R4 ✓

Webhooks

—

Patient Management

Patient demographics
Insurance management

Scheduling

Appointment management
Provider schedules

Clinical

Clinical notes
Medications
Lab results

Billing

Claims submission
Payment posting
Eligibility

Build your Practice EHR automation with AI

Describe what you want in plain English. Cevi’s AI builds the workflow.

About Practice EHR

EHR & Practice Management

practice-ehr

View API documentation

Quick Facts

CategoryEHR & Practice Management

AuthAPI Key

FHIRR4 ✓

Webhooks—

Frequently asked questions

Yes. Cevi is fully HIPAA-compliant with encryption at rest and in transit, access controls, audit logging, and signed Business Associate Agreements (BAAs) for every healthcare customer.

Most Practice EHR workflows can be configured in minutes using Cevi's no-code builder. Complex multi-step automations typically take under an hour. Our team provides hands-on implementation support.

Absolutely. Every workflow is fully customizable — you control the triggers, actions, data mappings, conditional logic, error handling, and scheduling. Build exactly what your practice needs.

Cevi includes built-in retry logic, error handling, and queue management. If a connection fails, workflows automatically retry and alert you. No data is lost.

Yes. Practice EHR supports FHIR R4, enabling standardized clinical data exchange. Cevi leverages both FHIR and proprietary APIs for maximum automation coverage.

Yes. Cevi supports both reading data from Practice EHR (patients, appointments, documents, etc.) and writing data back (creating patients, booking appointments, uploading documents). It's a true two-way integration.

Patient management, scheduling, billing, clinical documentation, insurance verification, lab orders, prescription workflows, messaging, and more. See the full trigger and action list above for complete coverage.