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EHR Configuration

Cleo works with any web-based EHR system. This guide explains how to add and manage your EHR connections.

Adding an EHR

Section titled “Adding an EHR”

  1. Click the Cleo icon to open the side panel, then click Settings (gear icon).

  2. In the EHR Links section, click Add EHR.

  3. Select your EHR type from the list (Epic, Cerner, athena, eCW, MEDITECH, or Other).

  4. Enter a friendly name (e.g., “Memorial Hospital Epic”) and your EHR’s web address.

  5. Click the test button to verify the connection, then save.

  6. When Chrome asks permission to access the website, click Allow.

Supported EHRs

Section titled “Supported EHRs”

Cleo works with any web-based EHR, including:

  • Epic (MyChart, Hyperspace Web)
  • Cerner / Oracle Health
  • athenahealth
  • NextGen
  • Allscripts
  • eClinicalWorks
  • Meditech
  • And more

Multiple EHRs

Section titled “Multiple EHRs”

If you work across multiple hospitals or clinics:

  • Add each EHR with a unique name
  • Cleo automatically detects which EHR you’re using
  • Patient data from all EHRs is consolidated in the Hub
  • Each data item shows which EHR it came from

Managing EHRs

Section titled “Managing EHRs”

Enable/Disable

Section titled “Enable/Disable”

To temporarily stop capturing from an EHR, go to Settings → EHR Management and toggle the Enabled switch.

Remove an EHR

Section titled “Remove an EHR”

To remove an EHR, go to Settings → EHR Management, click Remove next to the EHR, and confirm.

Troubleshooting

Section titled “Troubleshooting”
  • Verify the URL in Settings is correct
  • Make sure you granted site permissions
  • Try removing and re-adding the EHR

Need Help?

Section titled “Need Help?”

If Cleo isn’t working with your EHR, contact support@aether.inc with your EHR name and what’s happening.

Next Steps

Section titled “Next Steps”