Connecting your EHR to Cortexa

Tell us what the practice needs

For analytics, useful starting questions include who has capacity, why completed sessions changed, how the intake pathway performs and how clinician trends compare with agreed schedules. For full service, identify the work you want handed over: phones, inboxes, intake, billing, payroll or growth.

The access scope follows those needs. Someone analyzing aggregate activity and someone resolving a claim may require different information and permissions. Establishing that difference early makes onboarding clearer for both teams.

What we work through during setup

What the practice does and what Cortexa does

Your practice chooses an authorized contact, agrees the services and completes the required access steps. You also confirm details that may not appear in a report, such as how many appointments each clinician can genuinely offer.

Cortexa guides the connection and checks the reports. For Full Service Partner, we also agree who handles each task and when a question needs to return to the practice. The result should be a useful view of the business and a clear handoff of the work.

Avoid making a new account with broad access simply because it is convenient. Permissions should fit the role, and any credentials or exports should move through the secure process established for the account.

Check one complete week before relying on the report

Choose one complete period and check totals for the same appointments and people. Start with completed appointments and received payments; add the practice-specific exceptions that affect the management view.

For an illustrative appointment test, two completed individual sessions and one completed group appointment with two attendees represent three clinician appointments and four attended client records. Both totals can be correct. Agree which unit each dashboard view uses before comparing it with a differently defined EHR report.

Money received this week may pay for care delivered last month. A report of payments this week can therefore differ from a report of income tied to this week’s sessions. The reporting examples show how to check both.

Make sure everyone knows the next step

Before relying on the new routine, confirm who updates availability, who investigates a mismatch and how the practice requests an access change. For full service, test a typical inquiry or billing handoff using the agreed process. A connection is valuable when the next person knows what to do with it.

Use the weekly review guide for the first operating meeting. Start with a few reliable measures and add detail when it supports an actual decision.