Vitals Integration

The Vitals integration allows you to send Patients and Contacts from Enquire to Vitals.

Note: If you would like to begin using the Vitals integration, reach out to your Enquire Account Manager.

Setup


Step 1: Obtain Vitals API Url, API Key, CompanyRef, and Property Ids

Reach out to your Vitals point of contact and request your the API Url, API Key, CompanyRef, and Property Ids for your company. Property Ids are numeric values used to uniquely identify your company's locations in Vitals.

Step 2: Add your API information to Enquire

  1. Click Admin on the left menu.
    AdminButton.png
  2. Click Plug-ins on the left Admin menu.
    PluginsButton.png
  3. The Vitals integration is community specific. This means that you will need to add the Vitals plugin for each of the desired communities by clicking into the community drop down at the top of the Plug-ins page.
    Community_Plug_in.png
  4. Click the blue + Add button to the right of the Vitals plugin, click Settings.
    VitalsPluginSetupEnquire.png
  5. In the Plugin Settings modal, add your CompanyRef to the Client Id field, your API Key to the API Key field, your API Url to the Endpoint field, and the corresponding location's Property Id to the Community Id (external) field. Click Save Changes when you are finished.
    VitalsPluginSettings.png

Note: Repeat steps 3 through 5 for each location that needs to send Patients from Enquire to Vitals.

Usage


Enquire can send a Patient to Vitals with the following fields and their values:

  Salutation   First Name*   Last Name*   Middle Name
  Email   Home Phone   Mobile Phone   Work Phone
  Address Line 1   Address Line 2   City   State
  Postal Code   Care Level (individual)   Market Source

*required to send a patient to Vitals.

In addition to patient information, Enquire will send each related contact with the following fields and their values:

  Salutation   First Name*   Last Name*   Middle Name
  Email   Home Phone   Mobile Phone   Work Phone
  Address Line 1   Address Line 2   City   State
  Postal Code   Relationship

*required to send a contact to Vitals.

Send a patient to Vitals

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

SendToVitalsButton.png
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