EMR Integration

Scale Healthie workflows without adding operational overhead

Beam connects to Healthie’s API and webhooks to automate intake, AI scribing, billing workflows, and patient outreach—without adding staff workload.

How Beam works with Healthie

Workflow-native integration

Beam utilizes Healthie’s comprehensive API coverage across client engagement, telehealth, insurance billing, and EHR functionality—combined with real-time event tracking. That combination supports automations that feel “native” rather than bolted on.

Agent integrations

Five AI agents, one unified platform

Each Beam agent connects to Healthie to automate a specific area of your practice operations.

AI Intake

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Beam Intake can use Healthie scheduling objects (appointment types, appointment settings, appointment creation flows) to automate chart prep and route patients into the right appointment structure. Because the scheduling layer is fully API-addressable, we can build custom workflows like “book → send intake forms → verify eligibility → prep chart,” triggered immediately.

AI Scribe

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Beam Scribe ties note generation to the exact appointment/encounter context. Healthie explicitly links appointments, documentation, and billing artifacts into a unified structure—so Beam can reduce chart fragmentation by attaching the right note to the right encounter with minimal manual steps.

AI Revenue

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Beam Revenue can support billing-ready documentation and help structure workflows that connect encounter completion to claim preparation (837P) and remittance tracking (835). Because Healthie links clinical and billing objects, Beam can work with your custom workflows like “encounter occurred → documentation finalized → billing workflow advances,” with fewer off-platform spreadsheets.

AI Growth

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Beam Growth uses patient timepoints like appointment created, note events, or form completion to automate outreach and rescheduling, including “last appointment”–based reminders and reactivation campaigns.

AI Support

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Beam Support focuses on EMR IT support through monitoring plus human support for teams when automations need refinement (new appointment types, new forms, new outreach logic).

Other integrations

Beam works with your EMR

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