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Glossary

EHR and practice management system

An EHR (electronic health record) or practice management system is a clinic's core software: it holds provider schedules, patient charts, appointments, and payments. Connect your contact center to it, and a front-desk agent or an AI agent sees open slots and books the patient on the spot, with no manual data entry.

Why it mattersConnecting to it lets you book patients right away, without copy-paste errors.

Also called: Electronic health record system

How it works

How it works

In the system, each provider has a schedule and each patient has a chart with their visit history. An outside system gets open slots through the EHR's API and creates the appointment in it.

In CONTACT.WORK

How it works in CONTACT.WORK

The AI consultant books appointments in the EHR too: it finds an open time with the right specialist and schedules the visit automatically.

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