CarePort Integration

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The CarePort integration with Enquire allows you to receive individuals from CarePort and view them in Enquire.

Setup


  1. Reach out to your account representative/manager at CarePort and request the Sending Org Id for each community you would like to setup with CarePort. It should look like this: 125715.
  2. Once you have received these Sending Org Ids from CarePort, send them to our Enquire Support team at support@enquiresolutions.com.

Usage


Once the integration has been setup, individuals will be sent to communities with information filled out.

Fields

By default, CarePort will send individuals with the following fields filled out if values were supplied:

  First Name   Last Name   Middle Name   Date of Birth
  Home Phone   Gender   Marital Status   Religion
  Sending Organization   SSN   Contact First Name   Contact Last Name
  Contact Home Phone

Receiving New Individuals

When new individuals are entered into Enquire from CarePort, they will be treated as a digital lead. This means that they will show in the New Leads box on the dashboard and assigned to the ReferralEngine API user.

 You can read more about digital leads in our Digital Lead Functionality article.

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