Lesson 3.4 — EHR Appointment Sync

Module 3, Lesson 4

Prerequisites: Lesson 3.3 — AI Schedule: Calendar View

Estimated time: 6 minutes

What You'll Learn

  • Understand how EHR appointments flow into the AI Schedule
  • Identify which EHR systems support appointment sync
  • Troubleshoot common sync issues

EHR sync

Bringing Your EHR Schedule Into DeepCura

If you have connected an EHR system to DeepCura, your appointments automatically appear on the AI Schedule page. This eliminates the need to manually re-enter your schedule and ensures the AI has full context about your day's patients.

For detailed instructions on connecting your EHR, see the EHR Integration section of the Help Center.

Supported EHR Systems

DeepCura currently supports appointment sync with four EHR systems:

  • your EHR -- Appointments are fetched in real time and display the patient name, appointment time, duration, and status. Cancelled appointments are automatically excluded.
  • AdvancedMD -- Appointments sync using the current date in your local timezone, preventing timezone mismatch issues with the server.
  • Athena (athenahealth) -- Appointments pull from your Athena practice using the same local-date approach to ensure accuracy.
  • eClinicalWorks (eCW) -- Appointments sync through the FHIR R4 API. By default, eCW users see only their own practitioner's appointments (the "self" filter), but you can expand to view other providers if your practice has configured department-level access.

How the Sync Works

When you load the AI Schedule page, DeepCura fetches appointments in parallel from all configured sources: native schedules, your EHR, and Google Calendar (if connected). The system ensures a failure in one source does not block the others. Even if your EHR is temporarily unreachable, your native appointments and calendar events still display.

Appointments are merged into a single unified timeline and sorted chronologically. The provider name, appointment time, patient name, and duration are normalized across EHR systems so they display consistently regardless of the source.

eClinicalWorks Provider Filtering

eCW users have an additional feature: the provider dropdown is populated from your FHIR data. The system caches provider information in your browser's local storage, so the dropdown loads instantly on subsequent visits. If your practice has multiple providers, you can filter the schedule to show appointments for a specific clinician.

Additionally, if your eCW department has multiple DeepCura users, you can view a co-member's schedule by selecting them from the department doctor dropdown. This returns all DeepCura users in your eCW department who have active EHR credentials.

Native Appointments

Beyond EHR-sourced appointments, DeepCura supports native appointments created directly through the platform. These might come from the AI Receptionist (which books appointments during inbound calls), the AI Schedule Chat, or manual creation. Native appointments display the patient name along with a linked note ID, giving you direct access to the patient record.

Troubleshooting Sync Issues

If appointments are not appearing from your EHR, check the following:

  • EHR credentials -- Verify your EHR connection is active in Settings. Token expiration is the most common cause of sync failures.
  • Date range -- Appointments are fetched for the current date by default. If you are looking at a future or past date, the system may not have fetched that range from the EHR.
  • Cancelled appointments -- These are intentionally excluded. If a patient appears missing, check whether the appointment was cancelled in the EHR.
  • Provider filter -- Ensure you have the correct provider selected. If you see "self" but expect all providers, try switching to "all."

If Your EHR Is Not Supported

If your EHR system is not in the list above, you can still use DeepCura effectively by customizing your templates to match your EHR's field structure. To make copying easier without losing formatting, DeepCura provides a special Copy button — just press it and drag the text into your EHR field.

Watch the video below for step-by-step instructions on working with an unsupported EHR:

Want a smoother integration? DeepCura can arrange a deeper EHR integration that goes beyond manual copy-paste. A full EHR integration can:

  • Import your patient list of the day automatically
  • Match each note to the correct patient in one click
  • Enhance efficiency and accuracy in your workflow

If you are interested in a custom EHR integration, contact contact@deepcura.ai.


AdvancedMD Deep Integration

AdvancedMD users have access to a comprehensive deep integration that goes far beyond appointment sync, including 7 AI agents for scheduling, patient summarization, note generation, ICD-10 coding, lab orders, follow-up scheduling, and CPT coding.

See the full setup guide: AdvancedMD Deep Integration — Full Setup Guide


Next Steps

Continue to Lesson 3.5 — Merging & Archiving Patients.