Echo EHR

Supergood | Echo EHR API

Alex Klarfeld

Alex Klarfeld

— 6 min read
Supergood | Echo EHR API

Programmatically access client intake, scheduling, clinical documentation, prior authorizations, and claims workflows in EchoVantage (Echo EHR) with a stable REST API. Supergood builds and operates production-grade, unofficial Echo integrations so your team can automate intake-to-billing pipelines without heavy custom engineering.

Echo EHR (EchoVantage) is electronic health record and practice management software for behavioral health and human services organizations. With an unofficial API, you can securely pull client records, staff rosters, appointments, service tickets, authorizations, and remittance summaries, while pushing new clients, scheduled sessions, billable services, and claims—end to end.

If you're another tech company integrating with Echo EHR—such as a care coordination tool, analytics platform, CRM, or telehealth app—you could synchronize clients and providers, embed authorization-aware scheduling, auto-create billable service entries from sessions, and drive claims and remittance reconciliation in your own product. Practically, you'd pull client demographics, coverage, diagnoses, and appointment histories; push documentation and service units; and build features like eligibility checks, progress-note status dashboards, and automated denials workflows powered by claim and 835 data.

Echo EHR users often request better integration options: agencies report limited or no public APIs, reliance on manual report exports and batch EDI/SFTP, and friction connecting clinical documentation to billing systems. A resilient unofficial API can streamline these data flows while respecting entitlements and audit requirements.

What is Echo EHR?

EchoVantage (Echo EHR) provides behavioral health EHR and revenue cycle tools used by community mental health centers, CCBHCs, substance use treatment programs, and human services agencies. Echo covers intake, episodes of care, treatment plans, progress notes, scheduling, authorization tracking, service entry, billing/claims, and remittance posting, with optional ePrescribing integrations (e.g., via partners like DrFirst) and telehealth support.

Core product areas include:

  • Client intake and demographics
  • Clinical documentation (assessments, progress notes, treatment plans)
  • Scheduling and appointment management
  • Service entry/tickets tied to CPT/HCPCS and diagnosis codes
  • Insurance coverage, payer setups, and prior authorizations
  • Claims generation (837P/837I) and remittance posting (835)
  • Programs, episodes of care, and outcomes reporting

Common data entities:

  • Clients (patients) and episodes of care
  • Providers/staff and caseload assignments
  • Appointments and service tickets/encounters
  • Diagnoses (ICD-10), service codes (CPT/HCPCS), modifiers, place of service
  • Payers/insurance plans and coverage
  • Prior authorizations (units, date ranges, service codes)
  • Claims (837P/I) and remittances (835)
  • Programs, locations, and service settings (e.g., telehealth, office, community)

The Echo EHR Integration Challenge

Organizations rely on Echo daily, but turning portal-based clinical and billing workflows into automated pipelines is hard:

  • Payer-specific rules: Distinct service codes, modifiers, authorization utilization logic, and submission channels across Medicaid and commercial plans
  • Strong enterprise security: SSO/MFA and network controls complicate headless automation
  • Portal-first delivery: Scheduling, service tickets, authorization views, and batch exports live in web apps and SFTP/EDI—not unified public APIs
  • File interfaces and timing windows: EDI and SFTP feeds, batching constraints, and daily submission windows require careful orchestration
  • Compliance and audit: Clinical edits require audit trails; retention rules and documentation-to-billing provenance must be maintained

How Supergood Creates Echo EHR APIs

Supergood reverse-engineers authenticated browser flows, batch interfaces, and network interactions to deliver a resilient API endpoint layer.

  • Handles username/password, SSO/OAuth, and MFA (SMS, email, TOTP) securely
  • Maintains session continuity with automated refresh and change detection
  • Normalizes client, authorization, service, claim, and remittance objects so you can integrate once across programs and payers
  • Aligns with customer entitlements and licensing constraints to ensure compliant access
  • Bridges batch exports and SFTP/EDI flows where applicable with signed URL retrieval and delivery

Use Cases

EHR-to-Echo Synchronization

  • Push client demographics and providers/staff from your system into Echo
  • Create appointments automatically from your scheduling tool with correct service contexts
  • Maintain a single source of truth for coverage, diagnoses, and episodes of care

Authorization-Aware Scheduling and Eligibility

  • Validate authorizations before scheduling or service entry
  • Track remaining authorized units and prevent over-utilization
  • Surface program-specific rules to care coordinators

Documentation-to-Billing Automation

  • Turn signed progress notes into billable service tickets with required codes and modifiers
  • Bundle eligible services into 837P/I claims according to payer-specific formatting
  • Reconcile remittances (835) and denials alongside clinical and authorization data

Audit and Compliance

  • Export complete service packets with timestamps, providers, diagnoses, and audit trails
  • Maintain machine-readable histories of edits, approvals, and submission artifacts
  • Prove documentation-to-claim provenance during reviews

Available Endpoints

Authentication

POST /sessions: Establish a session using credentials. Supergood manages MFA (SMS, email, TOTP) and SSO/OAuth when enabled. Returns a short-lived auth token maintained by the platform.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/sessions \
  --header 'Authorization: Basic <Base64 encoded token>' \
  --header 'Content-Type: application/json' \
  --data '{
    "username": "[email protected]",
    "password": "<password>",
    "organization": "EchoVantage-Agency-East",
    "mfa": {
      "type": "totp",
      "code": "123456"
    }
  }'

Example response

{
  "authToken": "eyJhbGciOi...",
  "expiresIn": 3600,
  "user": {
    "id": "u_42f7a1",
    "name": "BH Admin",
    "entitlements": ["clients", "clinical", "authorizations", "billing"]
  }
}

Clients

GET /clients: Retrieve client demographics, coverage, diagnoses, and episode-of-care context.

Query parameters

  • updatedSince: ISO 8601 datetime
  • programId: string
  • status: string (active, inactive)
  • page: integer
  • pageSize: integer

Example response

{
  "items": [
    {
      "clientId": "cl_9af31b",
      "mrn": "MRN-102938",
      "firstName": "Avery",
      "lastName": "Nguyen",
      "dob": "1988-07-14",
      "gender": "female",
      "contact": {
        "phone": "+1-614-555-0199",
        "email": "[email protected]"
      },
      "addresses": [{"line1": "120 Oak St", "city": "Columbus", "region": "OH", "postalCode": "43215"}],
      "identifiers": {"medicaidId": "OH1234567", "ssnLast4": "4321"},
      "coverage": [{"payerId": "payer_oh-medicaid", "plan": "Managed Medicaid", "memberId": "OH1234567"}],
      "diagnoses": ["F33.1"],
      "activeEpisode": {"episodeId": "ep_77c210", "programId": "prog_outpatient", "startDate": "2026-01-02"},
      "status": "active"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

POST /clients: Create or update a client record with demographics and coverage.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/clients \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "mrn": "MRN-203344",
    "firstName": "Jordan",
    "lastName": "Patel",
    "dob": "1992-03-22",
    "gender": "male",
    "contact": {"phone": "+1-216-555-0111", "email": "[email protected]"},
    "addresses": [{"line1": "44 Care Way", "city": "Cleveland", "region": "OH", "postalCode": "44113"}],
    "identifiers": {"medicaidId": "OH9876543"},
    "coverage": [{"payerId": "payer_oh-medicaid", "plan": "Medicaid", "memberId": "OH9876543"}],
    "initialProgram": {"programId": "prog_outpatient", "startDate": "2026-01-15"}
  }'

Example response

{
  "clientId": "cl_51de09",
  "status": "created",
  "createdAt": "2026-01-19T15:02:02Z"
}

Authorizations

GET /authorizations: Retrieve payer/member service authorizations with allowed units, service codes, and date ranges. Use this to validate scheduling and service entry.

Query parameters

  • clientId: string
  • payerId: string
  • serviceCode: string (CPT/HCPCS)
  • activeOn: ISO 8601 date

Example response

{
  "items": [
    {
      "authorizationId": "auth_8c41a2",
      "authorizationNumber": "AUTH-2026-11872",
      "clientId": "cl_51de09",
      "clientName": "Jordan Patel",
      "payerId": "payer_oh-medicaid",
      "program": "Outpatient BH",
      "serviceCode": "90834",
      "modifiers": [],
      "unitsAuthorized": 24,
      "unitsRemaining": 18,
      "startDate": "2026-01-01",
      "endDate": "2026-03-31",
      "status": "active"
    }
  ],
  "page": 1,
  "pageSize": 50,
  "total": 1
}

Claims

POST /claims: Assemble an 837P/I claim from eligible service tickets already entered in Echo. Supergood normalizes service lines and can route the generated file to the configured submission channel.

curl --request POST \
  --url https://api.supergood.ai/integrations/<integration_id>/claims \
  --header 'Authorization: Bearer <authToken>' \
  --header 'Content-Type: application/json' \
  --data '{
    "claimType": "837P",
    "payerId": "payer_oh-medicaid",
    "billingProvider": {
      "npi": "1234567890",
      "taxonomy": "Behavioral Health",
      "name": "Northside Community Behavioral Health",
      "billingAddress": {
        "line1": "100 Care Way",
        "city": "Columbus",
        "region": "OH",
        "postalCode": "43215"
      }
    },
    "serviceTickets": [
      {"ticketId": "svc_58d3e0", "units": 4, "serviceCode": "90834", "diagnosisCodes": ["F33.1"], "placeOfService": "11"}
    ],
    "renderingProvider": {"npi": "1098765432", "name": "Casey Lee, LISW"},
    "submissionChannel": "clearinghouse",
    "referenceId": "billing-batch-jan19"
  }'

Example response

{
  "claimId": "clm_71af2b",
  "status": "queued",
  "edi": {"format": "837P", "size": 48932},
  "submissionChannel": "clearinghouse",
  "createdAt": "2026-01-19T16:05:42Z",
  "reviewUrl": "https://download.echo.example/signed/def456...",
  "referenceId": "billing-batch-jan19"
}

Get full API Specs →

Technical Specifications

  • Authentication: Username/password with MFA (SMS, email, TOTP) and SSO/OAuth where enabled; supports service accounts or customer-managed credentials
  • Response format: JSON with consistent resource schemas and pagination
  • Rate limits: Tuned for enterprise throughput while honoring licensing and usage controls
  • Session management: Automatic reauth and cookie/session rotation with health checks
  • Data freshness: Near real-time retrieval of clients, authorizations, service tickets, and claim artifacts
  • Security: Encrypted transport, scoped tokens, and audit logging; respects Echo EHR entitlements and compliance requirements
  • Webhooks: Optional asynchronous delivery for authorization updates, claim generation, and remittance postings

Performance Characteristics

  • Latency: Sub-second responses for list/detail queries under normal load
  • Throughput: Designed for high-volume scheduling, service entry, and batch claims pipelines
  • Reliability: Retry logic, backoff, and idempotency keys minimize duplicate actions
  • Adaptation: Continuous monitoring for UI/API changes with rapid adapter updates

Getting Started

  1. Schedule Integration Assessment

Book a 30-minute session to confirm your Echo EHR product mix, licensing, and authentication model.

  1. Supergood Builds and Validates Your API

We deliver a hardened Echo adapter tailored to your workflows and entitlements.

  1. Deploy with Monitoring

Go live with continuous monitoring and automatic adjustments as Echo evolves.

Schedule Integration Call →

Frequently Asked Questions

Q: Which Echo EHR modules can this integration cover?

Supergood supports workflows across commonly used EchoVantage modules (client management, scheduling, clinical documentation views, authorizations, service entry, claims generation, remittance retrieval), subject to your licensing and entitlements. We scope coverage during integration assessment.

Q: How are MFA, SSO, and batch interfaces handled for automation?

We support username/password + MFA (SMS, email, TOTP) and can operate behind SSO/OAuth when enabled. For batch flows, we manage SFTP/EDI timing windows, generate 837 files, and retrieve signed URLs or delivery confirmations programmatically.

Q: Can I generate claims directly from service tickets?

Yes. You can assemble 837P/I from eligible service tickets with payer-specific formatting. We can route submissions via your configured channel (payer portal or clearinghouse) and return statuses and artifacts for reconciliation.

Ready to automate your Echo EHR workflows?

Supergood can have your Echo integration live in days with no ongoing engineering maintenance.

Get Started →

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