Bi-directional EHR or CRM Integration
SUPPORTED EHR SYSTEMS







01
Patient Selection
Your team places an order in your EHR or CRM referring the patient or donor to an AI engagement campaign.
02
EHR or CRM Integration Initiated
Staff creates the order initiating the connection between the EHR or CRM and Fresh Road Health. The EHR or CRM sends patient or donor demographics to the Fresh Road Health portal, creating the patient profile in our system.
03
Patient or Donor Engagement Begins
Patient or donor campaigns are configured and executed in the Fresh Road Health portal – gathering all necessary data and observations. All completed interactions are saved in the patient or donor’s EHR or CRM record.
04
Information is Accessible in your System of Record
The documentation is easily accessible to any care team reviewing the patient or donor’s record without requiring a login to the Fresh Road Health portal or duplicating clinical documentation from our portal to your EHR or CRM.
iNTEGRATIONS
Our technology is designed to feel less like software and more like a helping hand
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Standalone Secure Web Portal
For small clinics or organizations anxious to get started with AI-powered engagement before completing an EHR or CRM integration project, Fresh Road Health offers a secure AI Engagement Portal. In our Portal, providers can upload contact lists saved from their system of record, process engagement campaigns, and have access to performance analytics. Afterward, campaign results can be exported and manually uploaded to the contact’s record in the EHR or CRM.