Complete guides, tutorials, and references for deploying, configuring, and maximizing your AI EHR platform.
Getting Started with AI EHR
Welcome to the AI EHR documentation. This platform is an AI-native Electronic Health Records system designed for modern healthcare organizations — from single-practice clinics to multi-site health systems. Built on FHIR R4+ standards with ONC 2020 Edition certification and full HIPAA compliance.
Mobile: iOS 17+ or Android 14+ for patient portal and provider mobile app
Certifications: ONC 2020 Edition ABCs certification (included with Enterprise tier)
Pro Tip: For health systems with 500+ providers, we recommend a dedicated PostgreSQL cluster with read replicas and a dedicated Elasticsearch instance for FHIR search performance. Contact our solutions team for architecture guidance.
2. Installation Methods
AI EHR supports three deployment methods based on your security, compliance, and data sovereignty requirements:
2.1 SaaS (Cloud-Hosted)
The fastest path to deployment. Our managed infrastructure handles all scaling, backups, HIPAA compliance, and security patches. Your data resides in US-based AWS regions (us-east-1, us-west-2).
# SaaS access is provided upon license activation# No server setup required — login at:
https://app.aiehr.net
# Initial admin credentials sent via encrypted email# Enable SSO/SAML per your identity provider
2.2 Private Cloud
Deploy on your preferred cloud provider (AWS, Azure, GCP) with our Terraform modules. Full HIPAA coverage including BAA, encryption at rest, and audit controls.
Full air-gapped deployment for maximum data sovereignty. Includes Docker Compose and Kubernetes manifests. Ideal for VA facilities, DoD installations, and organizations with strict data residency requirements.
# On-premise deployment with Docker Compose
git clone https://github.com/the-madhacker/aiehr-deploy.git
cd aiehr-deploy
# Configure environment variables
cp .env.example .env
# Edit .env with your license key and settings# Set HIPAA_MODE=true for full compliance
docker compose up -d
# Access at https://your-domain.local# Initial setup wizard at /admin/setup
3. Activation & Licensing
Upon installation, activate your perpetual license using your license key:
After activation, complete the setup wizard to configure your organization:
Organization Profile: Name, NPI, tax ID, timezone, default language
Certification: ONC 2020 Edition ABCs configuration (clinics) or Full Edition (hospitals)
Sites/Locations: Add each physical site with address, NPI, and state licensing info
Departments: Create clinical departments, divisions, and service lines
CDS Hooks: Configure clinical decision support rules and SMART on FHIR apps
ePrescribing: Connect to Surescripts and configure DEA registration
SSO/SAML: Configure identity provider for single sign-on
Critical: ONC Certification requires specific configuration of health IT capabilities including ePrescribing, clinical decision support, and patient access. Our setup wizard walks you through each certification criterion. Failure to complete certification configuration will prevent MIPS reporting eligibility.
5. Importing Patient Data
Import existing patient records via CSV upload, FHIR Bundle, or through integrations with legacy EHR systems:
The clinical NLP engine and predictive risk models require historical patient data to calibrate. We recommend importing at least 12 months of clinical documentation:
Minimum: 3 months of clinical notes for basic NLP calibration
Recommended: 12–24 months for optimal accuracy (96.8% on structured extraction)
Training Time: Typically 4–12 hours depending on dataset size
Data De-identification: All training data is de-identified per HIPAA Safe Harbor method before model training
AI WFM Workforce Integration: When enabled, AI EHR can automatically sync staffing data from AI WFM to ensure clinical documentation requirements align with actual staffing levels. Nurse-to-patient ratios, shift assignments, and coverage gaps all flow between platforms in real-time.
7. Creating Your First Patient Record
Once your organization is configured, create your first patient record:
Primary: Dr. Sarah Chen Shift: 09/10 — Day Shift (0700-1900) Coverage: AI WFM Verified ✓
Navigate to Clinical → New Patient or use the Quick Add button. The AI Scribe will automatically populate fields from uploaded documents, and the AI WFM module will verify staffing coverage before the visit is finalized.
Clinical Documentation
AI EHR provides a comprehensive clinical documentation suite built on FHIR R4+ standards with AI-powered assistance for faster, more accurate note creation.
AI WFM Integration: Template availability and assignment can be tied to AI WFM shift assignments. For example, only providers on specific shift types can access certain templates, ensuring appropriate documentation matches the care setting.
AI Scribe — Ambient Clinical Documentation
AI Scribe uses ambient speech recognition and clinical NLP to automatically generate structured clinical notes from provider-patient conversations. 96.8% accuracy on structured data extraction.
How It Works
Activate: Place the AI Scribe mobile app on the exam room device or use the web-based recorder
Record: The app passively captures the provider-patient conversation
Process: Clinical NLP engine extracts diagnoses, medications, allergies, and plan of care
Structure: Generated note is mapped to FHIR DiagnosticReport and Composition resources
Review: Provider reviews and e-signs the AI-generated note
AI Scribe — Live Session
Recording — Patient: Maria Johnson
Accuracy: 97.2%
Generated Note Preview
Subjective: 41-year-old female presents for annual preventive visit. Reports feeling well overall. Denies chest pain, shortness of breath, or dizziness. Last mammogram 11 months ago.
Assessment: Z00.00 — Encounters for general adult medical examination, without abnormal findings.
Plan: Continue current medications. Schedule mammography within 1 month. Labs: CBC, CMP, Lipid Panel ordered.
FHIR R4+ Overview
AI EHR is built natively on HL7 FHIR R4+ standards, providing full compliance with ONC 2020 Edition certification requirements and CMS Interoperability rules.
Supported FHIR Resources (v4.2.0)
👤
Patient
Demographics, identifiers, contacts
👨⚕️
Practitioner
Providers, credentials, NPI
📋
Encounter
Visits, admissions, dispositions
📝
Composition
Clinical documents, SOAP notes
🩺
DiagnosticReport
Lab results, imaging reports
💊
MedicationRequest
eRx, medication lists
🧪
Observation
Vitals, lab values, measurements
🔬
Condition
Diagnoses, problems, allergies
ONC Certification: AI EHR v4.2.0 is certified to the ONC 2020 Edition ABCs for Clinics and the full ONC Health IT Certification Program. FHIR R4+ support includes Patient Access, Provider Access, and Payer to Payer data exchange capabilities.
AI EHR × AI WFM Integration
AI EHR and AI WFM share a common FHIR-native data model and bidirectional API layer, enabling seamless synchronization between clinical documentation and workforce management.
What Syncs Between AI EHR and AI WFM
When the AI WFM integration module is enabled, the following data flows bidirectionally in real-time:
Coverage gaps → EHR alert for backup provider assignment
AI WFM absence predictions → EHR scheduling adjustments
Credential expirations → EHR access restriction triggers
Workforce analytics → EHR compliance reporting
Configuration
// Enable AI WFM integration in AI EHR
POST /api/v2/settings/wfm-integration
{
"enabled": true,
"aiwfm_api_url": "https://api.aiwfm.net/v2",
"aiwfm_api_key": "aiwfm-xxxx-xxxx",
"sync_interval": "5m",
"sync_fields": [
"provider_shifts",
"nurse_patient_ratios",
"coverage_alerts",
"credential_expirations"
],
"hipaa_compliant": true
}
Security: The AI WFM integration is HIPAA-compliant by default. All data exchanged between platforms is encrypted with AES-256 at rest and TLS 1.3 in transit. The integration is covered under AI EHR's existing BAA — no additional agreements required.
HIPAA Security Setup
AI EHR was designed from the ground up with HIPAA compliance as a core architectural requirement. Here's how to configure your deployment for full compliance:
Administrative Safeguards
Workforce Security: RBAC with 25+ predefined roles, new employee clearance procedures, and termination access revocation
Security Awareness: Annual training modules built into the platform, phishing simulation, and security policy acknowledgment tracking
Incident Response: Automated breach detection with 60-day notification workflows aligned to HIPAA requirements
Physical Safeguards
Facility Access: On-premise deployments support badge access integration and visitor logging
Device Security: Mobile device management (MDM) policies, remote wipe capabilities, and automatic session timeout
Data Backup: Automated daily encrypted backups with geographic redundancy and 90-day retention
Technical Safeguards
Access Controls: Unique user identification, role-based permissions, emergency access procedures
Audit Controls: Immutable audit trails for all PHI access, modification, and transmission
Integrity: Tamper-proof document signing with cryptographic verification
Transmission Security: TLS 1.3 for all data in transit, FHIR API authentication via OAuth 2.0 / SMART on FHIR
AI EHR — HIPAA Compliance Dashboard
HIPAA Status
Fully Compliant
Last Audit: 08/15/2026 Next Review: 11/15/2026
Encryption Status
AES-256 Active
At Rest: Enabled In Transit: TLS 1.3
BAA Coverage
3 Sub-processors
AWS, Cloudflare, Surescripts
Audit Trail
12,847 Entries Today
Last Flagged: 09/08/2026 Resolution: Pending
MIPS Reporting
AI EHR provides comprehensive MIPS reporting aligned with CMS requirements for the 2026 performance year. Four quality categories with automated measure scoring:
Category
Measures
Status
Auto-Scoring
Quality
15 measures
Active
Yes
Promoting Interoperability
10 objectives
Active
Yes
Performance Improvement Activities
1 activity
Active
N/A
Cost
1 measure
Active
Yes
// Query MIPS measure performance
GET /api/v2/mips/measures?year=2026&category=quality
{
"measures": [
{
"measure_id": "SYR01",
"name": "Preventive Care and screenings: Immunization",
"performance": 87.3,
"threshold": 80.0,
"status": "exceeding",
"patient_count": 1247
}
]
}