MatrixCare Integration

Enquire's integration with MatrixCare is a two way integration that allows you to view bed availability for your facilities, send individuals to MatrixCare, and receive updates for ADT (Admit, Discharge, Transfer) events from MatrixCare.

Setup


Step 1: Sign interface/third-party agreements

Reach out to your Account Manager if you would like to start using the MatrixCare integration with Enquire. You will also need to reach out to your MatrixCare account manager and complete the necessary agreements to enable the MatrixCare interface. Please be sure to request the below API's for this integration.

1. Bed Availability

2. Resident Add

3. ADT subscription

Your company will need to sign a third party agreement authorizing the integration. Once this agreement has been signed our team will work with you to make sure care levels and facilities are mapped between each system correctly.

Step 2: Enquire Activity Type setup

When ADT events are sent back from MatrixCare, ensure you have the following types setup so activities are correctly created.

Lead Scores

Type Master Type
Admit Move In
Discharge Move Out
Leave Leave

Activity Types

Type Master Type
Admit Admission
Discharge Move Out
Transfer Transfer
Leave Leave
Return from Leave Leave Return

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.

Plugins

All integrations require an Enquire team member to complete setup of the Plugins.  Please reach out to your Enquire Account Manager or Support Team at support@enquiresolutions.com for further assistance.

Usage


Sending an individual to MatrixCare

Prior to sending an individual to MatrixCare, conduct a search in MatrixCare to verify that the individual does not already exist.

An individual can be sent to MatrixCare with the following fields and their values:

  First Name*   Last Name*   Middle Name   Preferred Name
  Ethnicity   Religion   Birthdate*   SSN*
  Marital Status   Address Line 1   Address Line 2   City
  State   Postal Code   Military Service   Medical Record Number
  Care Level*   Medicare Number   Medicaid Number Phone**

* required to send an individual to MatrixCare.

** required on contacts to send.

Note: When formatting the social security number make sure you are entering a nine digit number only without the dashes (i.e. Enter 123456789 and not 123-45-6789)

If you have any questions about getting fields or options added to a form, you can read our Customizing the Form Builder article and our Updating Dropdown Types article. If you need further assistance, please reach out to your Enquire account manager.

  1. Navigate to the profile you would like to send to MatrixCare.
  2. In the upper right click the blue MatrixCare button.
    MatrixCareButton.png
  3. A modal will appear displaying the current bed availability based on the care level of the individual and the facility they are residing at. This bed availability is view only and each bed will have information like it's location and type.
    BedAvailabilityCell.png
  4. Once you have confirmed the bed availability, click the blue Send to MatrixCare button.
    SendToMatrixCare.png
  5. If all required information is entered, you will receive a blue success notification letting you know the individual was successfully sent to MatrixCare:
    MatrixCareSuccessMessage.png

    Note: Upon a successful send to MatrixCare, the "  MatrixCare" button will be removed from the profile to help prevent sending duplicates to MatrixCare.

    If any information is missing you will receive a notification letting you know what needs to be filled out:
    MatrixCareFieldError.png

You may see the following error if something with the integration wasn't properly set up or there is trouble with the connection between Enquire and MatrixCare:

MatrixCareTimeoutError.png

If you receive this error, please reach out to our support team at support@enquiresolutions.com and we will take a look to make sure everything is properly set up and the connections are functioning.

Locate the Resident in MatrixCare

Once the resident has been sent from Enquire, they will now have a Face Sheet and will show up when performing a resident search.

  1. Click Resident and select Search Resident.
    ResidentSearch.png
  2. Enter any of the search criteria to find the resident that was recently sent from Enquire.
    SearchResidents.png
  3. Your resident will appear on the Search Results page.
    ResidentSearchResults.png

Receiving ADT messages from MatrixCare

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

Note: If the following events occur for an individual in MatrixCare, an update will NOT occur for the corresponding individual in Enquire: A04 – Outpatient Admit, A05 – Preadmission, A08 – Updates, A11 – Cancel Admission, A12 – Cancel Transfer Patient, A13 – Cancel Discharge, , A27 – Cancel Pre-Admission Hold, A51 – Cancel Leave of Absence. As Enquire explores adding functionality around these events, this article will be updated to reflect how the event will update an individual's profile.

Note: If a profile is archived and a new profile (Re-referral) is created, Integration ID/ADT's should move to the newest profile.   

Admit

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

  • Prospect will be converted to a Resident
  • 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:

  • 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
  •  
  •  
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
Was this article helpful?
0 out of 0 found this helpful