Setting Up Your Nudge
EHR Integration

Setting Up Your Nudge
EHR Integration

Here’s what we need from you to connect Nudge to your EHR. Complete each step in order.

Discover how Nudge outperforms other platforms with superior features, better performance, and unmatched ease of use.

Here’s what we need from you to connect Nudge to your EHR. Complete each step in order.

Step 1: Sign the BAA

You’ll get a DocuSign from us. Please sign it first — we’ll need this on file before we can access any EHR data.

Step 2: Grant us the EHR access

Create (or designate) an EHR login for Nudge. Ideally this is an admin-level account with practice-wide access — that way we can use the same login for both testing and go-live without you having to create a second one later.

The account should have:

  1. 2 test patient profiles (fake names are fine)

  2. Your custom note templates loaded in the account

  3. 2–3 open encounters on each test patient — meaning unsigned, unclosed notes we can write into. Signed/closed encounters are locked and we can’t test against them.


Send us the login credentials once the account is ready.

If admin access upfront isn’t possible, a standard account works for the build. You’ll just need to upgrade it to admin before we go live.

Step 3: We build and test

Takes about 2–3 weeks. We’ll share a demo when it’s ready.

Step 4: We go live

Once you’ve reviewed the demo and given the green light, notes start flowing from Nudge into your EHR automatically.

Quick Checklist:

  1. Sign the BAA

  2. Create an admin-level EHR account with 2 test patients, your templates, and 2–3 open encounters each

  3. Send us the credentials

    Questions? Reply to your onboarding email.