One Platform to Train,
Guide, and Automate
Every EHR Workflow.
Instancy is the only platform that combines a Digital Adoption Platform with a full AI Learning Suite — so your customers get in-app guidance, role-based training, microlearning, and workflow automation in one unified experience. No more juggling five disconnected tools.
"Every time we push an update, our support tickets spike for two weeks. We're constantly retraining the same people on the same workflows."
— VP of Customer Success, Mid-Market EHR CompanyWhat's breaking EHR adoption
after every implementation
Go-live is the beginning, not the finish line. Here's what EHR vendors and their customers face in the months that follow.
Clinician Resistance to New Workflows
Clinicians trained once default to workarounds within weeks. Without continuous reinforcement, new workflows never become habits.
One-Time Training Doesn't Stick
Classroom sessions and recorded videos have a 70% knowledge drop-off rate within 30 days. Static PDFs and SOPs go unread.
Support Ticket Volume Never Drops
The majority of support tickets are "how do I do X" questions your team answers repeatedly — the same questions, the same workflows, every week.
Every EHR Update Resets Proficiency
A UI change or new feature release undoes months of learned behavior. Your customer success team absorbs the spike in confusion every release cycle.
Slow Onboarding for Every New Hire
Your customers' staff turnover is constant. Each new hire takes 4–6 weeks to reach basic proficiency — time spent on supervised shadowing that doesn't scale.
Workflow Friction Drives Clinical Burnout
EHR complexity is cited as the #1 contributor to clinician burnout. When your product is associated with administrative frustration, retention becomes your customer's crisis.
Watch the adoption gap close
in real EHR workflows
Five focused areas. Each shows a distinct capability. Together they tell the complete story of how Instancy works inside your customers' systems.
DAP + Learning Platform.
One system. Not five tools.
Most EHR vendors stitch together a DAP, an LMS, a content tool, an automation layer, and a training portal — from different vendors. Instancy delivers all five capabilities in one integrated platform, with one login, one data model, and one vendor relationship.
Capture Any EHR Workflow
Record any process across browser-based EHRs, desktop applications, or Citrix environments — with screenshots, actions, and instructions at every step. No developer or IT involvement required.
- Works across browser, desktop, and Citrix
- Captures screenshots and actions at each step
- Human-in-the-loop review and editing
- Self-healing detection when UI changes
AI-Generated Training Content
One captured workflow becomes a user guide, interactive simulation, video walkthrough, and quiz — automatically. When your EHR updates, only the affected steps need recapturing. All downstream content updates with it.
- User guides, simulations, videos from one capture
- No instructional designer required
- Role-based and specialty-specific content paths
- CME credit and certification tracking built in
In-App Guidance & Performance Support
Deliver step-by-step overlay guidance directly inside the EHR — without the user leaving their workflow. Surface the right process at the right moment, triggered by where they are in the application.
- Contextual overlays inside live EHR workflows
- Process list surfaces based on current screen
- Works via Chrome extension or desktop app
- Reduces support ticket volume by up to 50%
Workflow Automation with AI Agents
Captured workflows don't just become training — they become automation. AI agents execute repetitive tasks in the background while staff review and approve. Works with or without API access to the EHR.
- Prior auth, data entry, and form tasks automated
- Human-in-the-loop verification before submission
- Virtual server execution — no desktop interruption
- Full audit trail for compliance
AI Learning Platform — LMS, LCMS & LXP Unified
The learning layer that makes Instancy fundamentally different from every other DAP on the market. Blended learning, microlearning, AI tutors, adaptive paths, and competency dashboards — all deeply integrated with the DAP so in-app guidance events automatically update each learner's training record.
When a clinician completes a guided task inside the EHR, that completion is recorded in their training profile. Training and doing become the same activity.
- Blended learning — microlearning, video, roleplay, live sessions
- AI tutors and adaptive learning paths per job role and skill level
- Avatar-led video content generated automatically from captures
- Job role and skills-based learning tracks for clinical staff
- Learning progress analytics and competency dashboards
- CME credits and certification tracking built in
- Bi-directional integration with DAP — guidance events update training records
- One login, one platform, one vendor — not five disconnected tools
From workflow capture
to full adoption — five connected steps
One platform, one data model, one vendor. Every step feeds the next — so your customers' staff get guidance, training, and automation from a single unified experience.
Capture your EHR's real workflows
Use the Chrome extension or desktop app to record any process — prior auth, EHR data entry, insurance portal navigation — step by step with screenshots and action instructions.
Generate training content automatically
AI converts every captured workflow into a user guide, simulation, video, and quiz. Your customer success team deploys comprehensive training content without instructional design resources.
Deliver guidance inside the EHR
Users get step-by-step in-app support at the moment they need it — without opening a training system, submitting a ticket, or waiting on the support queue.
Automate the repetitive tasks
The same captured workflows run as AI agents in the background. Staff review and approve. Productivity compounds as the automation library grows with each new process captured.
Track proficiency across the entire team
Every guided task, completed simulation, and automated workflow feeds back into the AI Learning Platform — giving your customer success team a real-time view of where proficiency gaps exist, who needs reinforcement, and which workflows are driving the most friction.
Built for every EHR
leadership role
Instancy solves different problems for different stakeholders — but connects them through one platform.
- Adoption rate as a product KPI
- Competitive differentiation through AI
- Reduced customer success headcount growth
- 3× content output without adding headcount
- Automatic content updates after EHR releases
- Proficiency tracking by role and workflow
- Up to 50% reduction in how-to tickets
- Faster go-live to proficiency timeline
- Proactive guidance reduces escalations
Frequently asked questions
from EHR teams
Stop managing five tools.
Start with one unified platform.
Bring your current onboarding challenge, your EHR environment, and your team size. We'll show you exactly how Instancy's unified DAP + Learning Platform fits — and what it replaces.
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