Work with Advanced Integrations

Steps

1. Confirm what you’re trying to integrate (PMS, custom workflow, or API-driven setup).

2. Gather what you need:
• System credentials/authorization
• Office/location context
• The data you expect to sync (patients, balances, payments, etc.)

3. Configure the integration according to your technical setup.

4. Run a small validation test (one patient or one payment-like event) and confirm the outcome.

5. Document the expected behavior for your team.

What Happens Next

• Advanced integrations typically sync on a schedule or via event-driven/API calls.

• Timing and mapping rules determine where data appears and how quickly.

You’ll Know It Worked When

• The integration reports healthy/connected status.

• Test data appears in the expected system(s) within normal timing.

Common Issues

• Data isn’t appearing: confirm mapping rules and whether the sync is scheduled vs real-time.

• Only some records sync: capture examples and escalate—this is often a mapping issue.

• Permissions errors: confirm the account used has the required access.