Eldermark Integration

Setup and usage in Eldermark Service Minder

Note: The setup steps and use cases below are specifically for Enquire CRM. Please refer to the attached document titled Eldermark_Marketing_Interface_Enquire.pdf (found in the Attachments section at the bottom of this article) for setup and usage steps in Eldermark Service Minder. If you have any questions regarding the setup and usage within Eldermark Service Minder, the following email address and phone number can be used to receive support from the Eldermark Service Minder team:

  866-833-2270

Overview


The Enquire CRM and Eldermark Service Minder integration is designed to help your team keep census information, like move ins, move outs, and transfers, between the two systems up to date with ease.

Setup


Add your API information to the Plug-ins page

  1. Navigate to the Plug-in page within the Admin section of Enquire CRM. Add the Eldermark Service Minder integration using the Endpoint provided by Eldermark.
  2. Verify your Care Groups are setup correctly in your Enquire CRM database and that they match your Service Minder care types.
  3. Provide Eldermark with your company's PortalId.
  4. Map your CommunityUnique in Enquire CRM to your Eldermark Service Minder Company account number + community number (e.g. 10052.500)

    Note: Your community unique name is used by all external integrations (i.e. A Place For Mom, Caring.com, your community web form(s)). Updating this will cause these integrations to stop working. Please reach out to the correct contacts for your integrations prior to updating your community's unique name.

Verifying Inventory

Note: You only need to verify units if you already have inventory setup in Enquire CRM.

You will need to make sure that the Unit/Apartment numbers match between Enquire CRM and Eldermark Service Minder.

The Unit/Apartment number is what Enquire CRM and Eldermark Service Minder use to ensure individuals are synced to the correct Apartment/Unit when a Transfer or Move Out occurs.

We recommend exporting the Inventory Report to Excel and using the Unit ID column.unit_id_field.png

Enquire ID

Note: You will only need to manually add the Enquire ID in Eldermark if the individual existed prior to the integration.

In order for individuals to sync back from Eldermark to Enquire, you will need to make sure the Enquire ID matches between both systems. You can find the Enquire ID by viewing the URL for an individual while on their profile:

enquire_id.png

Once the integration is setup, individuals sent to Eldermark using the send to Eldermark button on a profile in Enquire will populate the Enquire ID field found in Eldermark.

Usage


Send a Resident to Eldermark Service Minder

  1. Navigate to the profile of the individual you would like to sync to Eldermark Service Minder.
  2. In the upper right of the profile, click the blue button labeled Eldermark.
    Screenshot-2018-1-18_Enquire_-_John_Doe.png

    Alert: The first and last name of the Resident as well as a Housing Contract with a Move In date is required for an individual to sync to Service Minder.

  3. A blue banner will appear at the top of the profile indicating the individual has been successfully synced to Service Minder.
    resident-added-successfully.png

Fields syncing from Enquire to Eldermark Service Minder

Below is the list of fields that can sync to Eldermark Service Minder from Enquire:

  Salutation   First Name*   Last Name*   SSN
  Birthdate   Gender   Care (Individual)   Marital Status
  Ethnicity   Veteran   Language   Current Arrangement
  Move In Date*   Unit Number*   Home Phone   Mobile Phone
  Work Phone   Email

* required to send a Resident to Service Minder

Eldermark FAQs


I don't see the Resident I sent from Enquire to Eldermark Service Minder
Make sure the Resident you are sending from Enquire has a First Name, Last Name, and Housing Contract with a Move In Date. These criteria are required for a Resident to successfully send to Eldermark Service Minder. If any of these are missing, a blue notification in Enquire will appear when clicking the Eldermark button to let you know what's missing.

Attachments


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