PointClickCare Integration

Note: The PointClickCare integration is subject to a monthly fee. Please reach out to your account manager if you have questions.

Overview

Enquire's integration with PointClickCare allows you quickly and easily send individuals from Enquire to PointClickCare as well as receive ADT (Admit, Discharge, Transfer) events from PointClickCare to update the corresponding profile in Enquire.

Setup


Step 1: PointClickCare Self-Service Activation Request

  1. Log in to PointClickCare.
  2. Navigate to PointClickCare's Help Section, click SNF or ALF, click Admin, and then click Self-serve Activation for Marketplace Applications. All documents (including demos) needed to request and complete the PointClickCare activation process will be found at this location.
  3. Once the activation of Enquire with PointClickCare has been approved by PointClickCare, please send an email to Enquire containing the list of your company's locations and their PropertyIds. Enquire will need these PropertyIds to complete the setup.

Note: If you have any questions about the self-serve activation process, please reach out to your PointClickCare account manager.

Step 2: Enquire Field Mapping and Type Setup

Along with ADT events, PointClickCare will send field data back to Enquire to populate the corresponding individual. To ensure these values are correctly populated from PointClickCare to Enquire, you will need to add fields to your forms in Enquire. The following table are the fields that need to exist and what type the field should be:

Field Label Text Field ID/Name Field Type (Field Library or Custom)
Admission Source Custom Text Input Custom
Destination To Location Field Library
Destination Type Lost Lead Destination Field Library
Discharge Status Unqualified Reason Field Library
Facility Bed Custom Text Input Custom
Facility Floor Custom Text Input Custom
Facility Room Custom Text Input Custom
Facility Unit Custom Text Input Custom
Lead Score Lead Score Field Library
Market Source Market Source Field Library
Market Source Type Source Type Field Library
Payment Method PayMethodId Field Library

When adding a custom field, make sure the Field Label Text is spelled exactly as it is displayed above.

If you have any questions about adding the above fields, you can read our Customizing the Form Builder article or reach out to your Enquire account manager.

Next, make sure you have the following Types and corresponding Master Types entered into Enquire. These types will be used to properly populate the fields above and create activities with the correct type and resolution for ADT events.

Lead Scores

Type Master Type
Admit Move In
Death Death
Discharge Move Out
Leave Leave
Room Reserve Room Reserve

Activity Types

Type Master Type
Admit Admission
Death Move Out
Discharge Move Out
Leave Leave
Return from Leave Leave Return
Room Reserve Room Reserve
Transfer Transfer

Activity Resolutions

Type Master Type
Contact Made Contact Made

If you have any questions about adding the above types, you can read our Updating Dropdown Types article or reach out to your Enquire account manager.

Usage


Enquire can send a profile to PointClickCare with the following fields and their values:

  First Name*   Last Name*   Middle Name   Date of Birth*
  Gender*   Health Card Number**   Medicare Number   Medicaid Number
  SSN

*required to send an individual to PointClickCare.
**This field should be used when creating a record in Canadian facilities ONLY.

Enquire will also send all Contacts for the individual with the following fields and their values:

Note: Relationship types must be identical between PointClickCare and Enquire. This includes spelling, capitalization, and any special characters like dashes and periods. If relationship types don't match, the Contact will fail to send, but the Prospect and other contacts with correct relationship types will be sent.

  PatientId*   First Name*   Last Name*   Address Line 1
  Address Line 2   City   State   Postal Code
  Country   Home Phone   Mobile Phone   Work Phone
  Email   Fax Number   Gender   Date of Birth
  Relationship

*required to send a Contact to PointClickCare. PatientId will automatically be assigned.

Send an Individual to PointClickCare

In the upper right section of the profile, click the blue button labeled PointClickCare. This will send the individual to PointClickCare with the above fields and their values.

PointClickCare_button.png

If the individual is successfully sent to PointClickCare, you will see the following message:

SentToPCCSuccess.png

If an error occurred when attempting to send an individual, you will see the following message:

SentToPCCError.png

If you attempt to send an individual that has already been sent to PointClickCare, you will receive the following message:

SentToPCCDupe.png

PointClickCare Procedures

Once an individual is sent from Enquire to PointClickCare, follow these procedures to locate the individual in PointClickCare based on their level of care. (Click below to expand and collapse each procedure)

Locate Skilled Nursing individuals in PointClickCare

Residents can be created two ways in PCC from a third-party integration:

  • If there are no matching residents, a new resident is automatically created in the New tab.
  • If potential resident matches exist, a pending resident record is automatically created in the External Pending tab. You must review pending resident records and accept or delete them.
  1. Admin or Clinical > Residents > External Pending
    SNFResidentPCC.png
  2. Click a Resident name to review their demographic information.
  3. Next to a resident name, click Actions.
  4. Do one of the following:
    1. Click Accept and complete the remaining steps below.
    2. Click Delete and at the prompt, click OK. The pending resident record is deleted, and no further steps are required.
  5. In the New Resident Entry screen, click Search.
  6. Review the potential matches.
    SNFResidentAcceptPCC.png
  7. Do one of the following:
    1. Select the 1st option. Click Continue and create a new resident in the Resident Detail - New Resident screen.
    2. Select the 2nd option. Click Continue and complete the fields as required for the existing resident in the Resident Detail - Edit Resident screen.
  8. Click Save.
Locate Senior Living individuals in PointClickCare

Residents can be created two ways in PCC from a third-party integration:

  • If there are no matching residents, a new resident is automatically created in the New tab.
  • If potential resident matches exist, a pending resident record is automatically created in the External Pending tab. You must review pending resident records and accept or delete them.
  1. Billing or Care Services > Residents > External Pending
    SLResidentPCC.png
  2. Click a Resident name to review their demographic information.
  3. Next to a resident name, click Actions.
  4. Do one of the following:
    1. Click Accept and complete the remaining steps below.
    2. Click Delete and at the prompt, click OK. The pending resident record is deleted, and no further steps are required.
  5. In the New Resident Entry screen, click Search.
  6. Review the potential matches.
    SLResidentAcceptPCC.png
  7. Do one of the following:
    1. Select the 1st option. Click Continue and create a new resident in the Resident Detail - New Resident screen.
    2. Select the 2nd option. Click Continue and complete the fields as required for the existing resident in the Resident Detail - Edit Resident screen.
  8. Click Save.

ADT Events from PointClickCare to Enquire

Upon Enquire receiving Admit, Discharge, and Transfer events from PointClickCare, the following updates will occur on an individual profile depending on the event:

Admit

When an Admit event is received, the following profile updates will occur in Enquire:

  • Prospect will be converted to a Resident
  • Resident will have a status of Active
  • Lead Score will be updated to Admit
  • A note is added to the profile with the following text:
    • “An Admit occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “An Admit occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Admit
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Discharge

When a Discharge event is received, the following profile updates will occur in Enquire:

  • Resident will have a status of Inactive
  • Lead Score will be updated to Discharge
  • A note is added to the profile with the following text:
    • “A Discharge occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Discharge occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Discharge
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Transfer

When a Transfer event is received, the following profile updates will occur in Enquire:

  • A note is added to the profile with the following text:
    • “A Transfer occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Transfer occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Transfer
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Death

When a Death event is received, the following profile updates will occur in Enquire:

  • Resident will have a status of Inactive
  • Lead Score will be updated to Death
  • A note is added to the profile with the following text:
    • “A Death occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Death occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Discharge
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Room Reserve

When a Room Reserve event is received, the following profile updates will occur in Enquire:

  • A note is added to the profile with the following text:
    • “A Room Reserve occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Room Reserve occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Room Reserve
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Leave

When a Leave event is received, the following profile updates will occur in Enquire:

  • A note is added to the profile with the following text:
    • “A Leave occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Leave occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Leave
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
Return from Leave

When a Return from Leave event is received, the following profile updates will occur in Enquire:

  • A note is added to the profile with the following text:
    • “A Return from Leave occurred for individual’s name”
  • The user assigned to the profile will receive a notification saying:
    • “A Return from Leave occurred for individual’s name”
  • A Completed activity will be created with:
    • An Activity Type of Return from Leave
    • An Activity Resolution of Contact Made
    • A Completed Date set to the date/time Enquire received the ADT message
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