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Multi-EHR Fetch

If you work across multiple hospitals or clinics with different EHR systems, Multi-EHR Fetch lets you pull patient data from all of them simultaneously—saving you from manually navigating to each system.

What Is Multi-EHR Fetch?

Section titled “What Is Multi-EHR Fetch?”

Multi-EHR Fetch retrieves clinical data (medications, labs, allergies, conditions) from all your configured EHR systems in one action. Instead of manually opening each EHR and searching for the patient, Cleo handles it automatically.

How It Works

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When you trigger a Multi-EHR fetch:

  1. Cleo opens browser tabs to each of your configured EHRs (you’ll see them appear)
  2. Searches for the current patient in each system
  3. Extracts available clinical data
  4. Consolidates the results
  5. Closes the tabs automatically when finished

Using Multi-EHR Fetch

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  1. Make sure you have a patient in context (you’re viewing a patient’s chart).

  2. Look for the Action Island floating at the top of your screen.

  3. Click the menu icon to open the actions dropdown.

  4. Select Multi-EHR with the description “Fetch from all EHRs.”

  5. Watch the progress tracker as Cleo fetches data from each system.

What You’ll See

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While the fetch is running, a progress tracker shows “Multi-EHR extraction” with the current status and which EHRs are being queried.

Login prompts: If any EHR requires you to log in, the tracker shows “(Login needed: [EHR name])” and a notification appears. Click it to authenticate, then the fetch continues automatically. Cleo never stores your EHR passwords.

Completion: When finished, the tracker shows success status and a notification summarizes results. If the patient wasn’t found in some systems, you’ll see which ones.

Results & Requirements

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After a fetch, patient data is consolidated from all sources, deduplicated (duplicate meds/conditions combined), labeled by source EHR, and synced to the Hub.

Requirements: You need at least two EHRs configured in Settings, a patient currently in context (viewing their chart), and the patient must exist in the other EHRs (matched by name and DOB).

Troubleshooting

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  • The patient may not have records in that EHR system
  • Check that name and date of birth match across systems
  • Some EHRs may use different name formats (e.g., nicknames)

Privacy & Security

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Tabs are closed automatically after data retrieval. Each EHR uses your existing authenticated session, data is encrypted before syncing, and no credentials are stored by Cleo.

Next Steps

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