EHR Integration for Forms
EHR Integration for Forms
If you have any questions about these product specifications, please reach out to support@lumahealth.io. |
EHR integration for forms saves time for both patients and staff. When patients receive forms to fill out ahead of their appointment, certain fields are prepopulated with information that Luma synced and stored from your EHR or PM system. This prevents patients from having to enter the same information repeatedly. After a patient or user submits a form, the details in the form are automatically pushed back to your EHR or PM system, eliminating the need for staff to manually update patient information in those systems.
The functionality described in this document is native functionality available within Luma. Any functionality or capabilities that your organization might want or need that isn’t outlined here may be subject to a Statement of Work. For more information, refer to the Statement of Work document. |
Core Functionality
These features are on by default in your Luma account. Some of these features can optionally be configured based on your organization’s needs.
If your organization integrates Luma with your EHR, then Luma can automatically pull and push data between your Luma account, patient forms, and your EHR or PM system.
Please note that certain syncing methods, such as Secure File Transfer Protocol, may require a Statement of Work. For more information, refer to the Statement of Work document. |
Feature | Description |
Pull Information from Your EHR into Forms | Form questions capture patient data such as demographic information, immunization history, and insurance details. These questions are mapped to fields in Luma patient profiles, so when a patient opens a form from your organization, certain information—like first name, last name, and date of birth—is automatically filled out. This prepopulated information is synced from your organization’s EHR or PM system and stored in the patient’s profile. |
Push Information from Forms into Your EHR | Form questions are mapped to fields in the EHR patient profile, ensuring that when a patient completes an integrated form, updated or new information—such as address or contact methods—is automatically written back into your organization’s EHR. This eliminates the need for staff to manually transfer demographic information from forms into the EHR. |
Additional Configurable Functionality
The following features are off by default in a Luma account and can be configured for organizations that would benefit from these features.
Feature | Description |
Allow staff to review integrated forms before sending them to your EHR or PM System | On a per-question basis, require staff review of certain patient responses in a form before the information is sent back to the EHR. Staff can select which information should be synced back to the EHR. After these selections are confirmed, the form is synchronized with the EHR and remains in the Luma account in a read-only format. |
Training and Documentation Materials
Feature | Feature definition |
Help Center | The Help Center is Luma’s online library for self-service support content. Users can access the Help Center directly from within their Luma account. From within the Help Center, users can submit tickets to Luma Support for additional assistance. |
Luma U | Luma U is your home for Luma education. There are two learning tracks in Luma U – one for sub-account users and one for managers and administrators. Users can access Luma U directly from within their Luma account. |