Claire Whitfield
Technical Writer at Formisoft
Claire covers the technical side of healthcare software: integrations, APIs, webhooks, automation workflows, and data security. With a background in health informatics, she translates complex technical concepts into practical guidance for practice administrators and IT teams.
Articles by Claire
How to Set Up Patient Portal APIs That Sync With Your EHR
A technical guide to configuring patient portal API integrations that sync data with your EHR system while maintaining HIPAA compliance.
May 11, 2026
How to Set Up Waitlist Management That Integrates With Your EHR
Step-by-step guide to connecting waitlist automation with your EHR system using APIs, webhooks, and HIPAA-compliant data syncing.
Apr 20, 2026
How to Set Up Automated Insurance Verification (Step-by-Step)
A technical guide to automating insurance verification workflows using APIs, webhooks, and EHR integrations to reduce manual work at check-in.
Apr 19, 2026
How to Set Up EHR Integration APIs That Actually Sync Patient Data
A technical guide to connecting your front desk software with your EHR using APIs—covering HL7, FHIR, webhooks, and real-time patient data sync.
Apr 18, 2026
How to Set Up Insurance Verification Automation in Your Practice
Step-by-step guide to automating insurance verification using APIs, webhooks, and clearinghouse integrations to reduce front desk workload.
Apr 17, 2026
How to Set Up Automated Patient Check-In That Integrates With Your EHR
A technical guide to connecting automated check-in workflows with your EHR system using APIs, webhooks, and practice management integrations.
Apr 16, 2026
How to Set Up Automated Patient Check-In (Step-by-Step Guide)
A technical guide to implementing automated patient check-in at your practice, including workflow setup, system integrations, and HIPAA compliance.
Apr 15, 2026
How to Set Up Automated Payment Collection for Your Medical Practice
A technical guide to automating patient payment workflows: APIs, webhooks, timing strategies, and HIPAA-compliant integration options for US practices.
Apr 14, 2026
How to Set Up Automated Payment Reminders That Actually Get Paid
A technical guide to configuring automated payment reminders using webhooks, APIs, and workflow triggers to reduce outstanding balances and collection time.
Apr 13, 2026
How to Set Up Automated Appointment Reminders (Step-by-Step Guide)
A technical guide to configuring automated appointment reminder workflows using SMS, email, and API integrations that reduce no-shows and save staff time.
Apr 12, 2026
How to Set Up Appointment Scheduling APIs That Work With Your EHR
A technical guide to integrating scheduling APIs with your EHR system while maintaining HIPAA compliance and avoiding common implementation pitfalls.
Apr 11, 2026
How to Set Up Payment Processing APIs That Comply With HIPAA
A technical guide to integrating payment APIs in healthcare while maintaining HIPAA compliance—covering tokenization, BAAs, and secure data handling.
Mar 20, 2026
How to Set Up Appointment Scheduling APIs That Comply With HIPAA
Build HIPAA-compliant scheduling integrations with this technical guide covering API authentication, PHI transmission, audit logs, and BAAs.
Mar 16, 2026