ChartHeroAI

DocsDeveloper Docs

Adapter contract

Adapters

Build deeper adapter workflows where ChartHero launches from your system and calls partner-implemented endpoints for context, provider linkage, and setup.

Adapter quickstartAdapter reference

What you can build

ChartHero is an AI clinical documentation platform. Adapters let an approved organization embed ChartHero into its own EHR, care management platform, or internal system. The external system creates launch links into ChartHero and exposes partner endpoints that ChartHero calls to verify context, resolve providers, and stage provider mapping data.

Use the public API when your server calls ChartHero to read ChartHero resources. Use an adapter when ChartHero needs to launch from, verify against, or request context from your system.

The core model: a launch link carries only an opaque launch_state handle that you own — never the patient ChartHero opens. ChartHero opens whatever your launch-context callback returns, not what is in the link. The payload is encrypted and launch_state can carry whatever your adapter needs, but you don't need to put patient data in the link: return encounter context with embedded patient for an encounter or appointment launch, or return top-level patient context when the launch is not tied to an encounter. Internalizing this up front avoids the most common early mistake — stuffing patient data into the URL and expecting ChartHero to open it.

The current adapter contract version is 1.0.

Getting started: after Custom Adapter access is enabled for an organization, an authorized organization admin can create the adapter installation from ChartHero organization settings. New Custom Adapter installations start suspended so setup can happen in pieces. Configure external identifiers, connection settings, credentials, launch, and any provider-linking behavior before activating the installation.

Choose the right docs path

If you are building Start with
A server that fetches ChartHero encounters, documents, transcripts, audio links, or actors Public API guides and API Reference
A launch from your system into ChartHero Adapter Quickstart, Launch Flow, Launch Links, and Launch Context
Provider or user mapping between ChartHero and your source system Subject Linkage and Provider Linking
A partner endpoint ChartHero calls Adapter Reference

Choose your adapter path

Start with the smallest path that matches your adapter workflow. Add conditional endpoints, settings, and response fields only when the launch model, provider-linking mode, or onboarding plan requires them.

Adapter path Required pieces Conditional pieces Start with
Patient launch only POST /v1/validate-connection, encrypted launch link with launch_state, POST /v1/launch/context returning structured patient identifiers Patient demographics and setup defaults Adapter Quickstart and Launch Links
Encounter launch Patient-launch pieces plus adapter-owned launch_state that resolves to an encounter and a launch-context response with structured encounter identifiers Encounter participants, scheduled time, and setup defaults Launch Flow and Launch Context
Actor-gated launch Patient or encounter launch plus provider-linking mode and top-level encrypted-launch actor evidence Provider directory or verified-email lookup/repair, depending on onboarding plan Subject Linkage and Provider Linking
Provider mapping provider_directory capability and POST /v1/providers/search Verified-email lookup when explicitly approved Provider Linking
Checklist recommendations Patient or encounter launch plus checklist_recommendations capability and POST /v1/checklist-recommendations/fetch Provider-linking mode when your authorization model requires mapped actors Checklist Recommendations
Verified-email lookup user_lookup_by_email capability, provider_linking.auto_link_by_verified_email setting when repair is approved, and POST /v1/users/resolve-by-email Auto-linking policy approved during onboarding Provider Linking and Adapter Reference

Implementation labels:

Label Meaning
Required for setup Needed for adapter setup validation before launch behavior is enabled
Required for first launch Needed for the smallest patient or encounter launch
Conditional Needed only when the configured capability, provider-linking mode, or workflow uses it
Optional approved flow Available only when ChartHero explicitly approves it for the installation
Generated reference Exact request and response schema lives in the Adapter Reference

First adapter checklist

The Adapter Quickstart is the canonical, ordered build sequence — connection setup, launch configuration, the launch round trip, errors, and conformance testing. Start there once you have picked your adapter path above, and use Launch Flow for the launch loop itself.

Adapter base URL

Each adapter installation has one configured base URL. Standard routes are relative to that URL.

Text
https://ehr.example.com/integrations/charthero
Route Purpose
POST /v1/validate-connection Non-PHI connectivity health check
POST /v1/launch/context Verify and hydrate launch context
POST /v1/providers/search Return provider directory rows for mapping
POST /v1/checklist-recommendations/fetch Return partner-recommended encounter checklist items
POST /v1/users/resolve-by-email Optional verified-email provider-linking helper

The first public adapter docs publish launch, provider-linking, and checklist-recommendations surfaces. They do not publish scheduling, broad import, clinical data import, appointment search, or write-back contracts. Those capabilities are expected to grow later under the adapter family; until each ships, ChartHero withholds it from the published contract so partners do not design around an unavailable surface.

Vocabulary map

Your domain terms map onto ChartHero resources and external identifier subjects as follows. The source and type strings are the exact values configured for the organization; the examples below are common labels, not required enums.

Your term ChartHero resource How you express it
Patient Patient subject patient.external_ids[], for example type: patient_id or type: mrn
Appointment or visit Encounter encounter.external_ids[], for example type: appointment_id
Provider or clinician Provider actor provider.external_ids[]; the published v1 provider helper contract uses type: provider_id
The user opening the link Actor (a ChartHero user) actor in the encrypted launch payload and the callback

Glossary

Term Meaning
Adapter Partner-implemented endpoints ChartHero calls when launching from or verifying against an external system
Public API ChartHero-hosted REST API your server calls to read ChartHero resources
Adapter base URL Environment-specific root URL where ChartHero sends adapter requests
Capability Boolean installation setting that enables an adapter surface such as launch context or provider directory
Launch alias Environment-specific path segment in the ChartHero browser launch URL
Launch keyset Symmetric key material used to encrypt launch ctx payloads for ChartHero
Authorization header value Value ChartHero sends verbatim as the Authorization header when calling adapter endpoints
Launch context Adapter endpoint response that resolves launch_state and returns the patient-bearing context ChartHero should open
Encounter A ChartHero clinical encounter. Your system's appointment maps to a ChartHero encounter, returned from the launch-context callback with the configured encounter identifier source and type
Subject A patient, encounter, or provider that ChartHero links by exact external identifier
Subject linkage Exact identifier matching for patients, appointments, providers, and external users
Provider linking ChartHero user-to-upstream-provider mapping policy for user-scoped launches and partner calls
Setup defaults Optional launch-context response fields that preselect ChartHero workflow setup such as mode, template, or phone-call target

Reference

The adapter contract reference is generated from a separate OpenAPI artifact:

Text
/openapi/organization-adapters/v1/openapi.json

The generated reference describes endpoints your system implements. It is separate from the ChartHero public API reference, which describes endpoints your system calls.

The contract artifact path (organization-adapters) and the launch JWE header typ (charthero-org-integration-launch+jwe) carry an org/organization prefix. These are stable contract identifiers — use them exactly as shown. They refer to this same adapter contract.

Next steps

ChartHeroAI

Developer documentation for ChartHero APIs, adapters, and integrations.

HIPAA-aligned safeguards

BAA available

ChartHero AI LLC