Welcome to the guide for setting up your Dolphin integration with the Patient Rewards Hub. This integration allows you to seamlessly import patient records creating a Hub profile and keep statuses in the Hub up to date. Follow the steps below to get started.
Prerequisites:
- Admin rights in Patient Rewards Hub
- Access to Anywhere Dolphin
Settings
In the Hub, go to Settings ⚙️>Integrations>Dolphin.
Approve the integration in AnywhereDolphin
Click Connect to get started.
To approve your integration and get the required information to connect, navigate to: anywheredolphin.com > Account > Ocean Server and Partner Integration Settings > Manage Partner Integrations.
Follow these steps:
Contact Info: If prompted, fill out and submit your contact info.
Patient Rewards Hub: Navigate down to Patient Rewards Hub and click on HubSync
Approve: Review, initial, and agree to the integration access.
Endpoint ID: Copy the Endpoint ID from the top of the Integrations page.
Once all steps are completed, click I CHECKED ALL STEPS, NEXT.
Paste the Dolphin Endpoint ID.
The initial sync will transfer your patient data, including patient profiles and treatment statuses, from Dolphin to the Hub. After this initial sync, the Hub will automatically stay in sync with Dolphin, updating in real-time whenever changes are made. Choose when to start the sync and click SCHEDULE SYNC.
Once the sync is scheduled, you'll be taken back to the Dolphin overview page.
Tag Mapping
Once the initial import of data from Dolphin is complete, you'll receive an alert to set up your Tag Mapping or you may navigate directly to Settings ⚙️>Integrations>Dolphin>Tag Mapping.
When a status changes in Dolphin, it updates in the Hub too. This helps the Hub personalize content and permissions and makes workflows automatic. Before you complete your tag mapping, be sure that your Groups and Tags are set up correctly.
On the left, you will find statuses pulled in from Dolphin. Click the dropdown button to the right to search or type for the appropriate Hub tag.
Please note, whenever a new status is added in Dolphin, you'll need to come into the Hub to map that new status accordingly.
Import Failures
If you aren't able to find a member in your Hub, the chances are they didn't sync over due to data within Dolphin.
Please go to Settings ⚙️>Integrations>Dolphin>Import Failures. From here, you'll see the name of the member and what error kept them from syncing.
Once the error is corrected in Dolphin and the new data saved, the patient information will automatically sync over.
Please contact support@practicegenius.com if you have additional questions.