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Connecting your EHR or PMS

Last updated on Aug 11, 2026

Connecting Your EHR or PMS

AdvancedCare supports direct integrations with major EHR and practice management systems (PMS) via HL7, FHIR R4, and flat-file formats.

Supported integration methods

Method Best for
HL7 v2.x (SFTP) Legacy EHR systems that export 837 files
FHIR R4 REST API Modern EHRs with FHIR endpoints
Direct CSV upload Small practices or one-time bulk imports

Setting up an HL7/SFTP connection

  1. Go to Settings > Integrations > EHR Connections.
  2. Click Add Connection and select your EHR vendor from the list.
  3. Enter the SFTP credentials provided by your EHR vendor.
  4. Run a test transmission using the Test Connection button.
  5. Once confirmed, set the polling interval (recommended: every 15 minutes).

Setting up a FHIR connection

  1. Obtain the FHIR base URL and OAuth 2.0 client credentials from your EHR administrator.
  2. In AdvancedCare, go to Settings > Integrations > FHIR.
  3. Enter the base URL and credentials, then click Authorize.
  4. Select which FHIR resources to sync (e.g., Patient, Claim, Coverage).

Troubleshooting

If the test connection fails, verify that your firewall allows outbound connections to AdvancedCare's IP range (provided in the Settings panel). Contact support if errors persist.