Client profile creation in EMR/EHR

Purpose

1.1. Automate full client intake by programmatically creating profiles in EMR/EHR for ABA therapy, synchronizing demographic, insurance, and clinical assessment data into compliant digital health records.
1.2. Ensure real-time onboarding of new clients from referrals or form submissions, streamlining administrative workflow and ensuring immediate data availability for clinical and billing needs.
1.3. Maintain HIPAA-compliant storage, access permissioning, and audit trails throughout all automated processes.

Trigger Conditions

2.1. Online intake form submission (website, patient portal, or intake app).
2.2. Referral received via secure email, fax, or encrypted client communication.
2.3. Phone enrollment processed through call center CRM or IVR capture.
2.4. Signed service agreement or insurance verification document upload.
2.5. Manual staff entry flagged as "ready for intake automation."

Platform Variants

3.1. SimplePractice
• API Endpoint: Clients → Create Client (`POST /clients`), configure with JSON payload of demographic/intake data.
3.2. Kareo
• API Resource: Patients → Add New Patient, use REST API with mapped intake fields.
3.3. TherapyNotes
• API: `AddTreatmentPlan`, map compliance documentation and intake details during profile creation.
3.4. CentralReach
• API: `/clients/create`, set up webhook listener for new intake records.
3.5. Qualifacts CareLogic
• Feature: HL7 data import for demographic and insurance fields, map via SFTP.
3.6. Athenahealth
• API: `POST /patients`, implement OAuth2 for secure transfer and field mapping.
3.7. DrChrono
• Endpoint: `POST /patients`, include insurance and diagnosis code mapping.
3.8. NextGen
• API: `POST Patient/Registration`, automate via RESTful template after data intake.
3.9. Epic
• FHIR: `POST /Patient`, configure FHIR Data Mapping for custom ABA intake attributes.
3.10. Cerner
• FHIR: `POST /Patient`, interface to standardized intake form object.
3.11. AdvancedMD
• API: Patient → Add Patient, synchronize intake form submission with EHR profile.
3.12. Practice Fusion
• Feature: Secure API `AddPatient`, configure patient import mapping from form software.
3.13. Greenway Health
• Endpoint: `POST /Patients`, push structured ABA intake payload to create record.
3.14. OpenEMR
• API: `POST /api/patient`, automate from intake app to EMR patient table.
3.15. Valant
• API: New Patient Creation, connect to e-referral or web intake forms.
3.16. Simple Interact
• Integration: Sync new client forms to EMR via API callbacks.
3.17. IntakeQ
• Feature: API `AddClient`, map form submissions to client record.
3.18. Jotform
• Webhook or direct API: Post intake data to EMR/EHR endpoint in real time.
3.19. Google Forms
• Integration: Use Apps Script to post new form data to EHR API endpoint.
3.20. Salesforce Health Cloud
• API: `POST Patient`, trigger new Contact conversion flow with mapped fields.

Benefits

4.1. Eliminates manual reentry, reducing clerical error and expediting scheduling.
4.2. Accelerates time-to-care with instant record generation and insurance check.
4.3. Strengthens compliance by enforcing access controls and standardized intakes.
4.4. Creates centralized audit log and ensures every step is trackable for HIPAA.
4.5. Frees clinical/admin team to focus on client service rather than paperwork.