NetSmart (myUnity) Integration

All integrations require an Enquire team member to complete setup. If you'd like to add this integration, please work with your NetSmart Account Manager to get the interface credentials then please reach out to Jacob Hickey - jacob.hickey@enquiresolutions.com .

Overview


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

Setup


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.

 

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.

Note: You will need to provide the Enquire team with the following information:

- NetSmart OID

- NetSmart Username

Usage


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

  First Name*   Last Name*   Middle Name   Date of Birth*
  Gender*   SSN    Medicare Number   Medicaid Number
  Zip AddressLine1 City State

*required to send an individual to NetSmart.

Send an Individual to NetSmart

In the upper right section of the profile, click the blue button labeled NetSmart

mceclip1.png

If the individual is successfully sent to NetSmart, you will see the following message and the NetSmart button will no longer be visible:

mceclip0.png

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

mceclip2.png

If you attempt to send an individual to NetSmart, that is missing required fields, you will receive a message similar to the following:

mceclip0.png

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

 

ADT Events from NetSmart to Enquire


Upon Enquire receiving Admit, Discharge, and Transfer events from NetSmart, 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
  • 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
Death

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

  • 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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