Install and Connect the Windows Integrator

Steps

1. Download the Windows integrator/installer from your approved source.

2. Install the application on the designated workstation.

3. Open the integrator and sign in (if prompted).

4. Connect it to your office/location and confirm the integration is active.

5. Run a quick check:
• Confirm the integrator shows as connected.
• Test a small workflow (for example, load a patient or verify a sync action).

What Happens Next

• When the integrator is connected, PayStack can communicate with your Practice Management System (PMS) based on your integration settings.

• Sync timing can vary, so recent changes may take time to appear.

You’ll Know It Worked When

• The integrator shows a connected/healthy status.

• A test action appears in the PMS (within normal timing) or the integrator logs show successful sync.

Common Issues

• Integrator won’t connect: confirm internet/network access and that credentials are correct.

• Connected but no sync: confirm the correct office/location and integration mapping.

• Frequent disconnects: check workstation sleep/power settings and network stability.