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This guide shows you how.
Prefer to watch? Check out this demo video.
Sulaimain here is the link to this section
Table of Contents
Prefer to Watch?
Check out this video which walks you through how EHR Summaries work on Allia.
Mental healthcare shouldn’t be separate from the rest of healthcare. Yet in practice, it is often difficult to get the full picture.
Most EHRs don’t talk to each other, and therapists rarely have access to a client’s full medical history. Even when records exist, they’re often incomplete or buried. The result? Missed information and a reliance on clients to repeat stories that are complex and hard to recall.
Organized EHR Summaries help change that. This guide walks through how the feature works, its workflows, and how you can best make use of it in your practice.
Allia connects with over 350 EHR systems to automatically pull in relevant medical and mental health information—diagnoses, medications, family history, and more. This data is presented in a clean, structured summary that updates in near real-time.
No faxing, no phone tag, no guesswork.
Mental health providers are using EHR Summaries to avoid missing key information, reduce reliance on client memory, and tailor treatment plans that account for the full picture.
From your client’s profile, click “View Details.” If records are available, they’ll appear instantly. Allia connects with 350+ systems and pulls in data automatically once demographic info is entered during onboarding.
You’ll see a structured view of key information like diagnoses, medications, recent health events, and family history. While it may not be exhaustive, Allia surfaces the most relevant data—making it easier to ask more targeted questions.
EHR Summaries feed directly into documentation workflows—pre-filling key details in treatment plans and notes, so you can spend less time retyping and remembering details and more time focused on care.
This isn’t just a static report. Allia brings the health summary together with other key context—like presenting symptoms, goals, and social history—to surface helpful patterns and suggest personalized, biopsychosocial care options.
Therapists are using EHR Summaries to uncover important details—sometimes even with long-time clients. One clinician found a history of multiple chronic conditions that hadn’t come up in session. That context helped shape more realistic goals and shifted the focus of care.
It’s a simple way to start every case with more clarity and confidence—without adding to your workload.
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