Settings → Integrations → EHR connection
One organization-level connection powers record exchange everywhere in CarePair — inside a patient request, a transition record, or a family health record. Staff use approved exchange actions; only organization administrators change the connection.
Connection
You have view-only access. Practice staff and discharge planners can use approved exchange actions inside a patient record, but cannot change connection credentials or organization-wide settings. Ask an organization administrator to make changes.
Who can do what
- Organization administrator — configures the connection, credentials and which exchange actions staff may use.
- Discharge planner — uses EHR exchange inside Patient Transition → Documents & Records.
- Practice staff — uses record exchange inside a Patient Request.
- Family — connects or imports their own records from a family member's health records.
Every exchange is written to the access log with the person, patient and records involved.
Demo test actions
Simulated exchanges for walking through the workflow. Demo — no information was sent to an external EHR. Never use real patient information for integration testing.
Text pulled from uploaded PDFs or images in a real import is labelled “Extracted from an uploaded document — review required.”