Welcome to the guide for setting up your Cloud9 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
- Admin rights in Cloud9 with access to edit Practice Information
Settings
In the Hub, go to Settings ⚙️>Integrations>Cloud9
Download form and Connect
The first step is to download the form (attached at the bottom of this article) and email it to Cloud9 at integrations@cloud9.software to give permission to connect with the Hub.
Next, please go into your Cloud9 system to Edit>Practice Information. In the new window, choose the "Third Party" tab and click on the "PracticeGenius" button.
From here, please enter one of your Hub admins username and password. Then copy and paste the info below.
Access Key: 1Cloud9integrat1onHub!
API URL: https://api.patientrewardshub.com
Portal URL: https://my.patientrewardshub.com
You'll then receive a confirmation message that your credentials have been received.
You'll see "Processing" in the status until all of the records are synced. The initial sync happens overnight and from then on, it will update in real time.
Tag Mapping
Once your Cloud9 is integrated with the Patient Rewards Hub, you'll receive an alert to set up your Tag Mapping or you may navigate directly to Settings ⚙️>Integrations>Cloud9>Tag Mapping.
On the left, you will find statuses pulled in from Cloud9. Click the dropdown button to the right to search or type for the appropriate Hub tag. Before you complete your tag mapping, be sure that your Groups and Tags are set up correctly.
Please note, if a new status is added in Cloud9, you'll need to come to the Hub to map it 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 Cloud9.
Please go to Settings ⚙️>Integrations>Cloud9>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 Cloud9 and the new data saved, the patient information will automatically sync over.
Please contact support@practicegenius.com if you have additional questions.