Senior Insight Integration

Senior Insight offers a powerful management platform to help you provide the best care for your Residents. Enquire's integration with Senior Insight allows you to send individuals from Enquire to Senior Insight and receive field updates and activities from Senior Insight.

Setup


Step 1: Third-party agreement

  1. Send an email to support@enquiresolutions.com and let our support team know you would like to setup the Senior Insight integration.
  2. Enquire will send a third party agreement to you and your Senior Insight account representative.
  3. Once the third party agreement is signed, Enquire will request a username, password, and endpoint from Senior Insight and grant Senior Insight's API user access to your database to populate data to an individual's profile.

Step 2: Create Senior Insight form and Activity Types

Senior Insight will sync data back to a form in Enquire. You will need to create a new form titled Senior Insight with the following field labels and type:

Field Label Text Field Type
Current Room Custom Text Input
Current Care Custom Text Input
Admit Date Custom Date Field
Discharge Date Custom Date Field
SeniorInsightForm.png

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 Senior Insight form and 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 activity types added:

Type Master Type
Admit Move In
Discharge Move Out
Transfer Transfer

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


Send an individual to Senior Insight

In the upper right section of the profile, click the blue button labeled Senior Insight. This will send the individual to Senior Insight with the following fields and their values:

SeniorInsightSend.png
  Enquire Id   First Name*   Last Name*   Home Phone
  Mobile Phone   Email   Birthdate   Address Line 1
  Address Line 2   City   State   Postal Code
  SSN   Notes   Care Level   Market Source

*required to send an individual to Senior Insight

Census events from Senior Insight

When admit, discharge, and transfer census events occur in Senior Insight, if there is an associated individual in Enquire (sent from Enquire to Senior Insight using the "Senior Insight" button) the following updates will be made to the individual in Enquire:

Admit

  • The Admit Date field is updated with the date the individual was admitted in Senior Insight
  • The Room Number field is updated with the room number where they were admitted
  • A completed activity will be created with the following information:
    • An Activity Type of Admit
    • An Activity Result of Contact Made
    • A completed date set to the date and time the admit was completed in Senior Insight

Discharge

  • The Discharge Date field is updated with the date the individual was discharged in Senior Insight
  • A completed activity will be created with the following information:
    • An Activity Type of Discharge
    • An Activity Result of Contact Made
    • A completed date set to the date and time the discharge was completed in Senior Insight

Transfer

  • The Room Number field is updated with the room number where they transferred
  • A completed activity will be created with the following information:
    • An Activity Type of Transfer
    • An Activity Result of Contact Made
    • A completed date set to the date and time the transfer was completed in Senior Insight
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