Setting Up Digital Patient Chart Integration

Connecting Your EHR System

Follow this guide to integrate your practice management system with MedXimity.

Compatible EHR Systems

MedXimity integrates with many popular EHR/PM systems:

• Epic
• Cerner
• Athenahealth
• eClinicalWorks
• NextGen
• Allscripts
• DrChrono
• Practice Fusion
• Kareo
• And many more...

Don't see your system? Contact us to discuss custom integration options.

Step-by-Step Setup Guide

Step 1: Access Integration Settings

1. Log into your MedXimity provider dashboard
2. Navigate to Settings > Integrations
3. Click "Add EHR Integration"

Step 2: Select Your EHR System

1. Choose your EHR from the list
2. Review integration capabilities
3. Click "Connect"

Step 3: Enter API Credentials

You'll need information from your EHR:

• API Key: Provided by your EHR vendor
• Practice ID: Your unique identifier
• Endpoint URL: Your EHR's API address

Contact your EHR support for these credentials if needed.

Step 4: Configure Sync Settings

Choose what to synchronize:

• Availability/schedule
• Appointment bookings
• Patient demographics
• Cancellations and reschedules

Step 5: Map Appointment Types

Match MedXimity appointment types to your EHR:

• New Patient → Your EHR's new patient type
• Follow-Up → Your EHR's follow-up type
• And so on for each type

Step 6: Test the Connection

1. Click "Test Connection"
2. Verify data syncs correctly
3. Check availability appears on MedXimity
4. Book a test appointment and confirm it appears in your EHR

Need Help?

Our integration team can assist with setup. Contact integrations@medximity.com for support.