From Pilot to Production: A Practical Blueprint for Deploying EHR-Integrated AI Agents

This education-first case study walks through how a large healthcare provider successfully deployed an autonomous, EHR-integrated AI agent into production for patient authentication and appointment management. Attendees will gain practical, repeatable insights into moving from pilot to scale-grounded in real operational constraints and measurable outcomes.

Key Takeaways:

• Translating frontline operational pain points into a prioritized automation roadmap
• Designing EHR-integrated matching logic, fallbacks when no match is found, and expanded search strategies to reduce false negatives
• Structuring AI agents to complete definitive actions end-to-end, with intentional escalation to human agents when necessary
• Establishing an operational model and continuous improvement loop using containment rates and handover analysis

Session Delivery:

The session covers problem framing and success criteria, an EHR integration playbook, reference architecture and workflows, and a candid review of what worked and what didn't. We close with lessons learned, tuning strategies, and recommendations for healthcare teams planning to deploy AI agents across patient experience journeys.