How to Build a Patient Chart Summary for Clinicians and AI from EHRs with

Unified.to’s Healthcare API enables products to retrieve a patient’s conditions, allergies, medications, immunizations, and encounter history from numerous EHR systems through a single connection, normalizing the data into consistent objects while querying the customer’s EHR in real time. The approach supports uses such as pre-visit preparation, AI assistants, care coordination, referrals, and patient applications by focusing summaries on active problems, active allergies prioritized by criticality and reactions, active medications with dosage instructions, completed immunizations, and recent encounters. Original clinical codes, including ICD-10, SNOMED CT, RxNorm, and CVX, should be retained for logic and deduplication while readable names are used for display. For AI use, the guidance recommends sending compact, current summaries with record identifiers rather than raw or stored chart data, particularly because outdated allergy and medication information can create safety risks. Systems should distinguish unavailable clinical data, indicated by a 501 response, from an empty list that means no records are documented, and may use supported webhooks or on-demand reads to keep information current.

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