Enabling your EMR Integration

Enabling your EMR Integration

Spakinect integrates directly with certain EMRs so that the results of your patients' GFEs appear automatically within their profile. Once your integration is live, GFE results will display in your EMR going forward — and you will also be able to run a backfill sync to bring in GFEs completed before the integration was set up.


With this integration, you can also monitor for sync issues. If a GFE does not appear in your EMR after the integration is established, you can log into the Spakinect client portal to view the error message and resync that record once the issue is resolved.


Setting up your integration is a one-time process. Our integrations team, Lab3, handles the technical configuration on our end once you have completed your steps. 


To get started, you will need admin permissions in the Spakinect client portal. Once logged in, navigate to the Integrations module on the left-hand side. For step-by-step instructions for your specific EMR, find your EMR in the list below.


Find your EMR
Click the three dots for more EMRs
Aesthetic Record
Boulevard
Decoda
Jane
PatientNow Essentials OR Pro
Zenoti
Portrait
DrChrono
IntakeQ
Optimantra
Vagaro
Yocale
Aesthetic Record

Aesthetic Record uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into Aesthetic Record and create a new staff user using the email address shown under EMR user setup email in the Integrations tab of your Spakinect Portal. Use the copy button to make sure it’s exact.
    1. Grant the user Notes create/edit permissions.
    2. Send the welcome or invitation email to the new user.
  2. Go back to the Spakinect portal and click Check for activation link.
  3. Open the activation link and create a password for the new user. Save this password somewhere; you will need to enter it in the Spakinect portal in Step 6.
  4. Choose Text Authentication when asked for Authentication type, and enter this phone number: 1 (307) 316-4846.
  5. Aesthetic Record will send a verification code by SMS. Once it has been sent, click Fetch OTP in the Spakinect portal to retrieve the code, then enter it in Aesthetic Record to finish activating the user.
    • Fetch the code right away. Codes older than about 10 minutes may not be found. If that happens, request a new code from Aesthetic Record and click Fetch OTP again.
  6. Back in the Spakinect portal, enter the password you created in step 3 into the Password field. The Email field fills in automatically.
  7. On the Locations tab, select the location(s) you’d like to enable the integration for and click Verify and Save.
  8. Go to the Verified Locations tab, toggle the locations on, and click Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
Boulevard

Boulevard integrations are set up in one of two ways, depending on your Boulevard subscription tier. Enterprise tier clients use an API-based integration, while Standard tier clients use a non-API integration.


If you are not sure which tier you are on, contact Boulevard Support and ask: "Can you confirm whether my account is on the Enterprise tier and whether API access is enabled?"

Standard Tier — Non-API Integration (Agentic Login)

Standard tier clients connect through a dedicated staff user account that you create in Boulevard. Our team will use this account to post GFE notes to patient profiles.

Setting up your integration user

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

Enterprise Tier — API Integration

Enterprise clients connect via API, which provides the most stable and reliable integration. Rather than creating a staff user, you will request a set of API credentials from Boulevard Support and submit them to connect the two systems.

What you will need

Contact Boulevard Support and request the following credentials for a third-party integration with Spakinect:

  • API Key

  • Business ID (also called Organization ID)

  • Secret Key

Entering your credentials

  1. Contact Boulevard Support and ask them to provide your API Key, API Secret, and Business ID for a third-party integration with Spakinect.

  2. Once you receive them, log into your Spakinect client portal and navigate to Integrations. Enter each credential in the corresponding field and save.

Helpful tips

  • Boulevard generates these credentials for you. You will not find them in your account settings — Boulevard Support must issue them on request.

  • Boulevard may require you to create a Developer Support account in order to request these credentials. Your Boulevard rep can help with any questions about this.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up, follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

Decoda
We have a native integration with Decoda! Meaning you can use Spakinect from within your Decoda EMR. 

What you will need

Your Spakinect Location ID — one for each location you want to integrate.

Setting up your integration

  1. Log into your Spakinect client portal as Admin.

  2. Navigate to Manage Account > Get Location ID.

  3. Copy the Location ID displayed. If you have multiple locations, use the location switcher in the upper-left corner of the homepage to switch between them and collect each ID.

  4. Follow the steps found HERE on how to set this up within Decoda.

Helpful tips

  • Multiple locations? You will need to repeat this process for each location, collecting a separate Location ID for each one.

  • Not sure where to enter the ID in Decoda? Decoda Support can point you to the right place in your account.


If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.

Jane

Jane uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into Jane and create a new staff user using the email address shown under EMR user setup email in the Integrations tab of your Spakinect Portal. Use the copy button to make sure it’s exact.
    1. Enter Lab3 as the first name and Integration as the last name. 
    2. Assign this phone number: 1 (307) 316-4846.
    3. Grant the user Notes create/edit permissions.
    4. Send the welcome or invitation email to the new user.
  2. Go back to the Spakinect portal and click Check for activation link.
  3. Open the activation link and create a password for the new user. Save this password somewhere; you will need to enter it in the Spakinect portal in Step 7.
  4. Choose Text Authentication when asked for Authentication type, and enter this phone number if it's not already there: 1 (307) 316-4846.
  5. Jane will send a verification code by SMS. Once it has been sent, click Fetch OTP in the Spakinect portal to retrieve the code, then enter it in Jane.
    Fetch the code right away. Codes older than about 10 minutes may not be found. If that happens, request a new code from Jane and click Fetch OTP again.
  6. Finish setup in Jane and confirm it saved. After the code is accepted, Jane signs you in as the new integration user, but setup isn’t complete yet. Finish any remaining setup screens Jane shows. Then:
    1. Sign out of Jane, and sign back in with your own account.
    2. Go to Staff and open the integration user’s profile.
    3. Under Username / Logins, check for a green username tag on the new profile. If you don’t see one, setup didn’t finish, and the integration won’t be able to connect. Send a password reset from the profile and complete the setup.
    4. If Jane sends another SMS code, use the Fetch OTP feature in the Spakinect portal again to retrieve it, then enter it into Jane. 
  7. Back in the Spakinect portal, enter the password you created in step 3 into the Password field. The Email field fills in automatically.
  8. On the Locations tab, select the location(s) you’d like to enable the integration for and click Verify and Save.
  9. Go to the Verified Locations tab, toggle the locations on, and click Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
PatientNow Essentials OR Pro

PatientNow uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into PatientNow and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. For PatientNow Pro users, collect your PatientNow Practice ID from your PatientNow portal. This is not needed for PatientNow Essentials users.

  3. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  4. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  5. For PatientNow Pro users, enter the PatientNow Practice ID you collected in step 2 into the Spakinect Integrations tab in the "Center ID" field. This is not needed for PatientNow Essentials users.

  6. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  7. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up, follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
Zenoti

Zenoti uses an API-based integration, which means rather than creating a staff user, you will collect a set of API credentials from your Zenoti admin dashboard and submit them to connect the two systems. You will need Account Administrator access in Zenoti to complete this process.

What you will need

Before you begin, locate the following items in your Zenoti admin dashboard. You will need to be viewing the ORG level, not a location/center. Depending on your Zenoti version, they can be found under Admin > Setup > Apps or Admin > Configuration > Integrations > Apps:

  1. API Key - you will first need to create a new App in order to generate your API key. Copy it immediately and store it securely, as it will only be shown once.
  2. Centre ID - This ID is found under Admin > Configuration > Business Details > Centers. If you have multiple locations, you will need a Centre ID for each one.

Entering your credentials

  1. Once you have gathered the above, log into your Spakinect client portal and navigate to Manage Account > Integrations > Zenoti. Enter each credential in the corresponding field and hit Update.
  2. Go to the Verified tab and toggle your location(s) on and hit Update.

Helpful tips

  • Don't see the API options in your dashboard? This usually means API access has not been enabled on your Zenoti account. Confirm you are logged in as an Account Administrator and viewing the ORG level, then contact Zenoti Support and ask them to enable "Integrations and API Access" for your organization. Once enabled, the credentials will appear under Admin > Integrations > API Access. Please note there may be an additional cost on the Zenoti side if you decide to upgrade your Zenoti subscription. Your Zenoti rep can help answer any questions.

  • Multiple locations? You will need a separate Centre ID for each location you want to integrate. You can find each one by navigating to Admin > Organization > Centres and selecting the relevant location.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.


Portrait

Portrait uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into Portrait and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  3. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  4. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  5. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up, follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs. Click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
DrChrono

DrChrono uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into DrChrono and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. In DrChrono, collect your Practice URL. This will be in the address bar of your browser when you're logged in to DrChrono.

  3. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  4. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  5. Enter the DrChrono Practice URL you collected in step 2 into the "Practice URL" field in the Spakinect Integrations setup page.

  6. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  7. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up, follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
IntakeQ

IntakeQ uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into IntakeQ and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  3. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  4. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  5. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
Optimantra
We have a native integration with Optimantra! Meaning you can use Spakinect from within your Optimantra EMR. 

What you will need

Your Spakinect Location ID — one for each location you want to integrate.

Setting up your integration

  1. Log into your Spakinect client portal as Admin.

  2. Navigate to Manage Account > Get Location ID.

  3. Copy the Location ID displayed. If you have multiple locations, use the location switcher in the upper-left corner of the homepage to switch between them and collect each ID.

  4. Head over to your Optimantra Portal

    1. Go to Settings > Integrations > Spakinect, select the practitioner on whose behalf the Good Faith Exams will be scheduled, select the appropriate location, and enter the Location ID.Click the "Save" button and you should see a new row appear on the table with that practitioner's settings.

    2. You will need to repeat this process for each practitioner that will be using Spakinect.

    3. Once your practitioners have been configured, you are ready to begin scheduling Good Faith Exams through Spakinect. You can access the appropriate screen by clicking Shortcuts from the main navigation bar, then Spakinect Good Faith Exams.

Need help within Optimantra? Please contact your Optimantra representative for further assistance.

Vagaro

Vagaro uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into Vagaro and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  3. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  4. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  5. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
Yocale

Yocale uses a non-API integration, which means our team accesses your system through a dedicated staff user account that you create. You do not need to locate or submit API credentials.

Setting up your integration user

  1. Log into Yocale and create a new staff user using the email address found within the Integrations tab of your Spakinect Portal.

    1. Grant the user Notes create/edit permissions.

    2. Send the welcome or invitation email to the new user.

  2. Once complete, go back into the Spakinect portal and click the "Check for activation link" button.

  3. This will prompt you to create a password for the user that was just created.

    1. Once you have set a password, enter it into the Agentic login password section.

  4. Enter your Capsolver API key and your Yocale Site Key.

  5. You will select the location(s) you would like to enable the integration for and click Verify and Save.

  6. Head to the Verified locations tab and toggle the locations on and hit Update.

What happens next

Once all steps above are complete, your integration is live and working! If you would like to sync the GFEs that you have previously completed before your integration was set up follow the steps below:

  1. Within your integration setup page, you will find a tab labeled Backfill GFEs, click on this.
  2. Select the location you would like to backfill.
  3. If you have a specific date range you would like to sync, then enter it there. If you want all GFEs in existence, you can leave it blank.
  4. Hit Start Backfill.
This will initiate a backfill of your GFEs. To check the status of your backfill, close out of the setup page and go back to the initial Integrations page. You will see a tab labeled Backfill Jobs, where you will see the status of your backfill. If you need help managing your EMR syncs, check out this article HERE.

If you have any questions at any point, reach out to us at support@spakinect.com or call 619-326-3646.
Boulevard Looking for help with monitoring the GFEs that are being synced to your EMR? Click HERE!