EHR Automation Agents

Bots That Read Your EHR Screen — and Finish the Work

SynergyIQ builds custom agents that log into the software your team already uses, read what's on the screen the way a person does, and complete the repetitive work: triaging the fax inbox in Experity, charting every patient's labs into CureMD notes, and more. No EHR replacement. No PHI ever leaving your environment. See them run below — including real session footage with every patient detail redacted.

A different kind of automation: it works your screens, not an API you don't have

Most healthcare software won't give you the integrations you need. Our agents don't wait for permission — they operate the same screens your staff do, so they work even when the vendor's API is locked down.

It reads the screen

The agent sees what your staff see — patient rows, lab values, document types — and interprets it with a confidence score on every field.

It makes the call

Classify the fax, match the patient, pick the right labs, decide what to file and what to escalate — the judgment your team makes, repeated reliably.

It does the work

Attaches the report, signs the note, sends the confirmation, logs the action — then moves to the next item, all inside your existing EHR.

Two agents, live today

Each was built around one practice's real workflow. The clip below is real Experity footage — patient names, chart IDs, and the clinic identifier blurred out, while the agent's worklist and charting actions stay visible.

PHI Redacted Real session

Redaction method: real session frames are down-sampled, blurred, and tinted so no text is recoverable, and no practice is named. The live agents never publish PHI — they operate entirely inside your BAA-covered environment.

Why practices choose a screen-reading agent

No API neededworks even when the vendor locks integrations
Same EHRno replacement, no data migration
Hours/dayof repetitive screen work returned to staff
BAA-coveredHIPAA-aligned, full audit trail

Frequently asked questions

What is an EHR automation agent?

An EHR automation agent is a software bot that logs into your existing EHR or practice-management system and performs a repetitive workflow the way a staff member would — reading the on-screen information, making a decision, and taking the next action. SynergyIQ builds these per practice: for example, triaging the Experity fax inbox or charting lab results into CureMD notes. The agent works on top of your current system, so there's no replacement or migration.

How do the agents protect patient information (PHI)?

Each agent runs under a signed Business Associate Agreement, inside the practice's own environment, with encrypted transport and storage, role-based access, and a full audit trail of every action. PHI never leaves your environment. Any demonstration footage we publish is from real sessions with all patient data and practice identifiers irreversibly redacted.

Which EHR and practice-management systems can SynergyIQ automate?

Because the agents read and act on the same screens your staff use, they're not limited to one vendor. We've built agents for Experity and CureMD, and the same approach applies to most browser-based EHR, practice-management, and clearinghouse systems. If your team can do the task on screen, an agent can usually be built to do it.

Does SynergyIQ build EHR automation agents for Houston-area practices?

Yes. SynergyIQ is based in Richmond, TX and builds custom EHR automation agents for clinics and medical practices across Greater Houston — including Katy, Sugar Land, Pearland, and Missouri City — and works with practices nationwide remotely.

Tell us the screen your team is stuck on

Book a free 30-minute workflow audit. We watch the repetitive EHR task that's eating your staff's day and show you exactly what an agent would take off their plate — with PHI never leaving your environment.

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