Demographic data syncing with EHR/EMR

Purpose

 1.1. Ensure patient demographic information (name, DOB, contact, address, insurance) collected at intake is automatically synced with EHR/EMR systems.
 1.2. Reduce manual data entry errors, speed up onboarding, and enable immediate access to patient history and care plans.
 1.3. Maintain up-to-date records for compliance, billing, and reporting in alcoholism/addiction recovery settings.

Trigger Conditions

 2.1. New patient intake form submitted via web/portal/tablet.
 2.2. Intake data updated by staff or patient (edits to demographics).
 2.3. External scheduling tool books an initial appointment for a new patient.
 2.4. Intake imported from referral source, insurance, or third-party providers.

Platform Variants

 3.1. Epic (EHR)
  • API: Patient Demographics API – POST/PUT /api/Patient
  • Configure call to update/Create patient demographic record with intake data.
 3.2. Cerner (EMR)
  • API: Millennium Patients v2 – Patient POST/PUT
  • Trigger workflow on form completion to push demographics.
 3.3. Athenahealth
  • API: /patients/{patient_id} – Update patient
  • Map ON form submission to PATCH demographics fields.
 3.4. NextGen Healthcare
  • Module: Patient Portal API – /demographics: POST/PUT
  • Use event-driven update on user action.
 3.5. Allscripts
  • Feature: Unity API – Patient.Update
  • Integrate via webhook from intake system to Unity endpoint.
 3.6. Meditech
  • API: Expanse FHIR Interface – Patient resource
  • Sync on patient_added event from intake tool.
 3.7. Greenway Health
  • API: Intergy API – UpdatePatientDemographics
  • Push JSON object upon form completion.
 3.8. eClinicalWorks
  • API: Patient Demographics Service
  • Configure webhook to POST new demographics.
 3.9. DrChrono
  • API: /patients – Create/Update
  • Triggered by new form via webhook.
 3.10. Kareo
  • Feature: Patients API – POST/PUT patient
  • Sync on new patient registration or edit.
 3.11. AdvancedMD
  • API: Patient Update Endpoint
  • Automation on data intake to PATCH/POST demographic fields.
 3.12. Practice Fusion
  • Feature: Patient Demographics API
  • Send form data on user submission event.
 3.13. Salesforce Health Cloud
  • API: Health Cloud FHIR APIs – Patient resource
  • Schedule API PATCH when patient onboarding occurs.
 3.14. Zoho Creator
  • Feature: API Connection (Deluge script) to EHRs
  • MAP form fields then POST to EHR API at submission.
 3.15. Jotform
  • Integration: Webhook/HTTP request
  • On form submit, POST data to EHR demographic endpoint.
 3.16. Cognito Forms
  • Feature: Webhooks/API
  • Set webhook to push intake data to EMR system.
 3.17. Typeform
  • Integration: Webhook/HTTP POST
  • Configure endpoint mapping for demographic sync.
 3.18. Google Forms
  • Add-on: Apps Script or automation webhook
  • Send form data to EHR API at submission.
 3.19. Microsoft Forms
  • Workflow: Power Automate
  • Connect form submit trigger to EHR API HTTP action.
 3.20. OnBase by Hyland
  • Feature: Workflow Automation – API Action
  • Direct document ingestion triggers patient demographic sync.
 3.21. DocuSign
  • Feature: Connect webhook
  • Upon form signing, push demographics to EHR/EMR via webhook.
 3.22. IntakeQ
  • Feature: API/Webhook
  • On intake completion, sync to EHR endpoint.
 3.23. SimplePractice
  • API: Patient demographics endpoint
  • Push on intake form completion event.

Benefits

 4.1. Eliminates delays in patient onboarding, enhancing operational efficiency.
 4.2. Minimizes manual errors, ensuring data accuracy and compliance.
 4.3. Improves patient safety and care with real-time demographic availability.
 4.4. Enables seamless multi-system data consistency for billing, reporting, and care coordination.
 4.5. Facilitates scalability and enhanced experience for alcoholism program staff and patients.