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


Reach out to your Account Manager if you would like to start using the MatrixCare integration with Enquire.

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.

Usage


Sending an individual to MatrixCare

Note: Before an individual can be sent to MatrixCare, you will need to make sure they have a First Name, Last NameSocial Security Number, Birth date, and Care Level/Service Level. These fields are required to send an individual to MatrixCare. 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)

  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. 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
    If any information is missing you will receive a notification letting you know what needs to be filled out:
    MatrixCareFieldError.png
    To prevent duplicates, if you try to send an individual that has already been sent to MatrixCare you will receive the following notification:
    MatrixCareDuplicateMessage.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.

Receiving ADT messages from MatrixCare

The sync back from MatrixCare with ADT messaging portion of the integration is still being developed and is subject to change. The following will outline how this part of the integration will work when messaging is sent from MatrixCare to Enquire. This article will be updated as development continues.

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

Admit

  • Resident will have a status of Active.
  • Lead Score will be updated to Admit.
  • A completed activity will be created with the following information:
    1. An Activity Type of Admit.
    2. An Activity Result of Admitted.
    3. A completed date set to the date and time the admit message was received from MatrixCare.

Discharge

  • Resident will have a status of Inactive.
  • Lead Score will be updated to Discharge.
  • A completed activity will be created with the following information:
    1. An Activity Type of Discharge.
    2. An Activity Result of Discharged.
    3. A completed date set to the date and time the discharge message was received from MatrixCare.

Transfer

  • A completed activity will be created with the following information:
    1. An Activity Type of Transfer.
    2. An Activity Result of Transferred.
    3. A completed date set to the date and time the transfer message was received from MatrixCare.
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