Caddie as your system of record
Run your whole clinic on Caddie: patient records, scheduling, communication, and the full front office in one platform, with your AI employees working on top of it. One system, no syncing, nothing to reconcile.
Works with your EHR. Or replaces it.
Caddie's platform can act as your clinic's EHR, or connect with most existing EHR and EMR platforms. Either way, your front office runs itself and your clinical records stay exactly where they belong.
Caddie + the EHR you already use
Keep your existing EHR/EMR for clinical records and connect Caddie in front of it. Caddie runs sales, marketing, and admin, and once a lead becomes a patient, their details flow into your EHR, where your clinical notes live from that point on.
A clear division of labor
Caddie runs the front office. Your EHR keeps the chart.
Runs on Caddie
- Patient inquiries answered on every channel, 24/7
- Lead follow-up, qualification, and booking
- Marketing: socials, SEO content, and campaigns
- Admin: inbox, reminders, confirmations, reviews
Stays in your EHR
- Clinical notes and charting
- Treatment records and medical history
- Prescriptions and clinical documentation
- Everything your license and workflows require
The handoff is explicit: Caddie works the lead until they become a patient, then your EHR holds the clinical relationship. Your AI employees never chart, diagnose, or touch clinical documentation.
EHR questions
How the integration actually works.
Every clinic's stack is different. Bring your setup to a demo and we will map the integration against your exact EHR.
What is a medical EHR software?
An EHR (electronic health record) is the system where a clinic stores its clinical records: patient charts, treatment notes, medical history, and documentation. It is the clinical system of record. Caddie can act as that system for your clinic, or sit alongside the EHR you already use and handle everything in front of it: inquiries, follow-up, booking, marketing, and admin.
How long does it take for Caddie to integrate with my EHR?
Around 2 weeks on average. The exact timeline depends on your EHR and what you want flowing between the two systems, and we scope it together during your discovery calls so you know before anything is built.
What information can be pushed into or pulled out of the EHR?
Usually all the standard information you would need: patient details, appointments, and intake information flowing in, and the records your front office needs flowing out. The specifics depend on your EHR's API documentation, which we will go over with you during the discovery calls so the boundaries are clear before we connect anything.
See it running against your stack.
Bring your EHR to a demo and we will show you where Caddie fits.