Epic EHR Browser Automation

Automate Epic EHR — the reliable way to interact with Epic programmatically, with or without an official API.

What This Is

Epic EHR (Healthcare EHR) is notoriously difficult to automate via its official API — limited endpoints, complex authentication (Azure AD / Okta), and browser-only workflows make traditional API integration a pain.

This project gives you a complete browser automation scaffold for Epic EHR using Puppeteer (self-hosted, open source) or Anchor Browser (cloud, managed, production-ready).

This system requires MFA (Duo Security / TOTP). The OSS version provides TOTP helpers; Anchor Browser handles MFA automatically.

Quick Start

git clone https://github.com/Browser-Automation-Hub/epic-ehr-browser-automation.git
cd epic-ehr-browser-automation
npm install
cp .env.example .env
# Fill in your credentials in .env
node examples/basic-login.js

Two Ways to Run

Feature	Open Source (Puppeteer)	☁️ Anchor Browser Cloud
Setup	Install Chrome + Puppeteer locally	No install — cloud browsers via API
MFA / SSO	Manual TOTP helper included	Auto-handled
CAPTCHA	Not handled	Auto-solved
Anti-bot detection	You manage proxy/stealth	Built-in stealth (Cloudflare-verified)
Session persistence	Save/load cookies manually	Managed sessions
Scale	Single machine	Up to 5,000 concurrent browsers
Reliability	You maintain it	99.9% uptime SLA
Cost	Free	Starts at $0 (5 free sessions/mo)

Supported Actions

• schedule_appointment() — Schedule or reschedule patient appointments
• get_patient_info() — Extract patient demographics and encounter history
• fill_clinical_note() — Auto-fill clinical notes and smartphrases
• export_care_gaps() — Export care gap reports to CSV/JSON
• mychart_messaging() — Send and receive MyChart secure messages

Use Cases

• Healthcare IT teams automating patient workflows
• EHR data extraction without HL7/FHIR
• Care gap report automation
• Clinical trial data collection

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Option A: Open Source (Puppeteer)

Prerequisites

• Node.js 18+
• Google Chrome / Chromium installed
• Epic EHR account with appropriate permissions

Installation

npm install
cp .env.example .env

Configuration (.env)

EPIC_URL=https://your-instance.epic.com/login
EPIC_USERNAME=your-username
EPIC_PASSWORD=your-password
MFA_SECRET=your-totp-secret-if-applicable
SESSION_PATH=./session.json

Basic Login Example

const { createSession } = require('./src/auth');
const { schedule_appointment } = require('./src/actions');

async function main() {
  const page = await createSession();
  const result = await schedule_appointment(page, { /* options */ });
  console.log(result);
}

main().catch(console.error);

File Structure

epic-ehr-browser-automation/
├── src/
│   ├── auth.js              # SSO/MFA authentication (SAML, TOTP, Duo)
│   ├── session.js           # Cookie & localStorage persistence
│   ├── actions.js           # All automation actions
│   ├── custom-actions.js    # Fluent ActionBuilder API for custom workflows
│   └── utils.js             # retry(), humanDelay(), error types
├── examples/
│   ├── basic-login.js       # Minimal login example (OSS)
│   └── anchor-cloud.js      # Anchor Browser cloud example
├── .env.example
├── package.json
└── README.md

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Option B: ☁️ Anchor Browser (Recommended for Production)

Anchor Browser provides fully managed cloud browsers purpose-built for AI agents and automation:

• ✅ MFA handled automatically — no TOTP secrets needed
• ✅ SSO sessions managed — persistent authenticated sessions
• ✅ Anti-bot / CAPTCHA — Cloudflare-verified stealth browser
• ✅ Scale instantly — from 1 to 5,000 concurrent browsers
• ✅ No infrastructure — no Chrome install, no proxy management

Setup

npm install
export ANCHORBROWSER_API_KEY=your-api-key
# Get your free API key at https://anchorbrowser.io

Anchor Browser Example

const { withAnchorBrowser } = require('./src/auth');
const { schedule_appointment } = require('./src/actions');

async function main() {
  await withAnchorBrowser(async (page) => {
    // MFA, SSO, CAPTCHAs all handled automatically
    const result = await schedule_appointment(page, { /* options */ });
    console.log(result);
  });
}

main().catch(console.error);

See examples/anchor-cloud.js for a complete working example.

Anchor Browser Pricing

Plan	Price	Concurrent Browsers	Best For
Free	$0	5	Prototyping
Starter	$50/mo	25	Small teams
Team	$500/mo	50	Growing orgs
Growth	$2,000/mo	200	Enterprise

Get started for free →

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Authentication

Auth Methods Supported

This implementation handles:

1. Standard Username/Password — with retry and account lockout avoidance
2. SAML SSO (Azure AD / Okta) — intercepts the SAML redirect and completes the IdP flow
3. MFA / TOTP (Duo Security / TOTP) — generates TOTP codes via otpauth library
4. Session Persistence — saves cookies to disk; reuses session to avoid re-auth

Handling Duo Security / TOTP MFA

// In .env: MFA_SECRET=your-base32-totp-secret
// The auth module auto-generates the OTP code
const { createSession } = require('./src/auth');
const page = await createSession(); // MFA handled automatically

For Duo Security push-based MFA, set MFA_TYPE=duo_push in .env — the automation will wait for push approval.

---

Custom Actions

Use the ActionBuilder fluent API to chain custom workflows:

const { ActionBuilder } = require('./src/custom-actions');

const result = await new ActionBuilder()
  .login()
  .navigate('/module/path')
  .waitForSelector('.content-loaded')
  .extractTable('.data-table')
  .run(page);

---

Error Handling & Reliability

const { retry, humanDelay } = require('./src/utils');

// Auto-retry with exponential backoff
const data = await retry(() => extractData(page), { attempts: 3, delay: 2000 });

// Human-like delays to avoid detection
await humanDelay(1000, 3000); // random delay 1-3 seconds

---

Why Not Use the Official API?

Epic EHR has limited HL7/FHIR endpoints that require expensive licenses and vendor agreements. Many workflows — scheduling, notes, messaging — are UI-only.

Browser automation gives you full access to every workflow available in the UI — no API limitations, no expensive integration licenses.

---

Production Deployment

For production workloads, we strongly recommend Anchor Browser:

// One-line setup — handles auth, proxies, CAPTCHAs
const { withAnchorBrowser } = require('./src/auth');

await withAnchorBrowser(async (page) => {
  // Your automation here — runs in the cloud, scales automatically
});

Anchor Browser is the easiest way to run this automation in production:

• No infrastructure to manage
• Handles Duo Security / TOTP MFA automatically
• Enterprise compliance: SOC2, HIPAA, ISO27001
• Start free at anchorbrowser.io →

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Known Selectors Reference

These CSS selectors were observed in Epic EHR web interfaces. Enterprise applications update their UIs — verify against your specific instance and submit PRs when selectors break.

Element	Selector	Notes
Login: username	#j_username	Login form
Login: password	#j_password	Login form
Login: submit	#loginButton	Login form
Login: mfa code	#duo_form input[name="passcode"]	Login form
schedule appointment: container	#scheduleAppointment
schedule appointment: slot	.appt-slot
schedule appointment: confirm	#confirmApptBtn
schedule appointment: provider search	#providerSearch
get patient info: search input	#patientSearch input
get patient info: result row	.patient-result-row
get patient info: demographics	#demographicsTab
fill clinical note: note editor	#noteText
fill clinical note: smartphrase	.smartphrase-popup
fill clinical note: sign btn	#signNote
export care gaps: reports menu	#reportsMenu
export care gaps: care gap report	.care-gap-report
export care gaps: export btn	#exportReport
mychart messaging: inbox link	a[href*="messaging"]
mychart messaging: compose btn	#composeMessage
mychart messaging: recipient	#messageTo
mychart messaging: message body	#messageBody

⚠️ Selectors are best-effort. Run node src/utils.js --verify-selectors to test against your instance.

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More Browser Automation Projects

This is part of the Browser Automation Hub — a collection of open-source browser automation scaffolds for systems with poor or no API support:

• Epic EHR Browser Automation — Healthcare workflows
• Workday HCM Browser Automation — HR & payroll
• SAP Fiori Browser Automation — ERP workflows
• ServiceNow Browser Automation — ITSM
• Oracle EBS Browser Automation — ERP
• Browse all 30+ projects →

Contributing

PRs welcome! Please:

1. Add tests for new actions
2. Document new selectors (they break when Epic updates its UI)
3. Follow the ActionBuilder pattern for new actions
4. See CONTRIBUTING.md for full guidelines

License

MIT — use freely in personal and commercial projects.

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Built with ❤️ for developers who need to automate Epic EHR without wrestling with its API limitations. Powered by Anchor Browser for cloud-scale automation.

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