Managing Patients
EHR Agent
The EHR Agent is a remote automation system that logs into your EHR systems and performs tasks on your behalf — uploading documents, placing orders, loading patient data, and more. You control everything from the Hub and can watch the agent work in real-time through a live browser view.
What the EHR Agent Does
Section titled “What the EHR Agent Does”Instead of manually navigating between systems, the EHR Agent handles repetitive EHR tasks for you:
- Upload documents to a patient’s chart in any connected EHR
- Load patients by pulling clinical data from one or more EHRs at once
- Place orders for labs, imaging, referrals, and prescriptions
- Run custom tasks using natural language instructions
The agent opens a real browser session, navigates your EHR, and completes the task — you approve critical actions before they’re submitted.
Setting Up EHR Connections
Section titled “Setting Up EHR Connections”Before using the EHR Agent, register your EHR systems in Hub Settings.
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Go to Settings in the Hub and find the EHR Systems section.
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Click Add EHR and enter a name (e.g., “Memorial Hospital Epic”) and the login URL.
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Enter your EHR credentials. These are encrypted and stored securely — the agent uses them to log in on your behalf.
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Click Save & Test to verify the connection. The agent will attempt a login to confirm everything works.
Uploading Documents to an EHR
Section titled “Uploading Documents to an EHR”From any patient’s documents view in the Hub:
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Find the document you want to upload and click Upload to EHR.
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Select which EHR system to upload to from the dropdown.
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Watch the progress as the agent logs in, finds the patient, and uploads the document.
You’ll see real-time step updates: Logging In → Patient Search → Verification → Upload → Confirmation.
Loading Patients
Section titled “Loading Patients”Pull a patient’s full clinical data from one or more EHRs at once.
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Open the Load Patient dialog from the Hub.
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Enter one or more patient names and dates of birth.
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Select which EHR systems to search.
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The agent finds each patient, extracts their clinical data (vitals, medications, conditions, labs), and downloads available documents.
Results are consolidated in the Hub with data labeled by source EHR.
Placing Orders
Section titled “Placing Orders”Submit lab, imaging, referral, or prescription orders through the agent.
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Open the Order dialog from a patient’s page in the Hub.
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Select the order type, details, and which EHR to place it in.
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The agent navigates to order entry and pre-fills the form.
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Review the pre-filled order in the live browser view before approving.
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Click Approve to submit or Reject to cancel.
The Live Browser View
Section titled “The Live Browser View”When a job is running, an embedded browser view appears in the Hub showing exactly what the agent is doing in real-time. You can:
- Watch the agent navigate and fill forms
- Intervene if something needs manual attention
- Complete MFA challenges or SSO login when prompted
- Review and approve orders before submission
The viewer minimizes automatically after a job completes.
Handling Authentication Challenges
Section titled “Handling Authentication Challenges”The agent handles most logins automatically, but some situations require your help:
| Situation | What You’ll See |
|---|---|
| MFA required | A code input panel appears — enter the code from your phone or authenticator app |
| SSO / manual login | The live browser opens for you to complete the login flow directly |
| Session expired | The agent prompts you to re-authenticate |
After you complete the authentication step, the agent resumes automatically.
Job Status
Section titled “Job Status”Each task shows its current status in the Hub:
| Status | Meaning |
|---|---|
| Queued | Waiting to start |
| Processing | Agent is working — watch in live view |
| MFA Required | Enter your verification code |
| Pending Approval | Review the order/prescription before submission |
| Done | Task completed successfully |
| Failed | Something went wrong — retry available |
Troubleshooting
Section titled “Troubleshooting”- Verify your credentials are correct in Settings
- Check if your EHR password has changed
- Try the Save & Test button to re-test the connection
- Confirm the patient name and DOB match what’s in the EHR
- Some EHRs use different name formats (e.g., nicknames vs. legal names)
- Try loading from a different EHR system
- Make sure you clicked Approve in the preview panel
- Check the live view for any validation errors in the EHR form
- Some orders require additional fields — check the EHR’s requirements
- Check if an MFA or login prompt is waiting for your input
- Try clicking Retry to restart the job
- If the EHR is unresponsive, wait a few minutes and try again
Next Steps
Section titled “Next Steps”Documents