Cloud9 Integration

Joli D.
Joli D.
  • Updated

Syncing Cloud9 with the Hub only takes a few steps! Once it’s setup, Cloud9 will be able to:

  • Share patient information with the Hub
  • Update a patient’s Hub tags whenever a patient’s status changes
  • Allow patients to checkin using their Hub cards or Hub app

Let’s get started!

Step 1: Download form

Please download the authorization form and send to integrations@cloud9.software. 

Step 2: Client id

Once you receive the id from Cloud9, you are all set to connect

 

Step 3: Tag mapping

Once your Cloud9 practice management system is integrated with the Hub, checkout the Integration page to see its latest updates.

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Syncing statuses is a cinch using the Tag Mapping section. On the left, you will find statuses pulled in from Cloud9. Simply click on the Edit link next to any status to open up a list of tags you can map it to in the Hub. 

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Just in case you don't know where to begin, here are some examples of common pairs we've seen:

  • Cloud9: New Patient --> Hub: Future Patient
    These patients have not been seen yet

  • Cloud9: Recall --> Hub: Kids Club
    These patients have had an exam, but are not clinically ready to begin

  • Cloud9: Phase I --> Hub: Orthodontic Patient
    These patients are usually about 6-10 years old, and are having treatment to intercept a problem

  • Cloud9: Observation/Between Phases --> Hub: Between Treatment Patient
    These patients have completed Phase I, but are not yet ready for Phase II

  • Cloud9: Phase II --> Hub: Orthodontic Patient
    These patients have had a Phase I treatment and are in treatment for full ortho treatment

  • Cloud9: Comprehensive Child --> Hub: Orthodontic Patient
    These patients are in full ortho treatment

  • Cloud9: Comprehensive Adult --> Hub: Adult Patient
    These patients are in full ortho treatment

  • Cloud9: Invisalign --> Hub: Adult Patient
  • These patients are in full ortho treatment but use Invisalign

  • Cloud9: Invisalign Teen --> Hub: Orthodontic Patient
    These patients are in full ortho treatment but use Invisalign

  • Cloud9: Retention --> Hub: Alumni
    These patients are now finished with braces and have retainers

  • Cloud9: Inactive --> Hub: Alumni
    These patients are now finished with the retention phase of treatment

Once the list appears, select whichever tags you would like to map to this status.

Now the statuses you use in Cloud9 are mapped to tags you use in the Hub. If you ever want to make adjustments, simply click the Edit link to reconfigure your settings. It's as easy as that!

Step 4: Keep an Eye on Import Failures and Quarantines

If you ever have trouble finding a patient's profile in your Hub, go to the Integration page and check to see if the Last Sync Date matches the current date. If it does not, please email us at support@practicegenius.com

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If the Last Sync Date is current, check out the Patient Import Failures and Quarantines sections to see if there might have been an error that prevented their profile from transitioning over from Cloud9 or properly updating in the Hub. 

To do this, simply click the Expand link at the top right right pf the Patient Import Failures section to open the list. Then, search for your missing patient's name (CTRL+F  in Windows or CMD+F on a Mac could be useful here).

If you find them in the Import Failures section, look at the errors column in their row to see what caused the hiccup. As soon as this error is addressed, their profile will sync with the Hub.

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If you find them in the Quarantines section, click the Approve button above their name to accept the update info sent over from Cloud9, or the Reject button to reject the new information. 

Please contact support@practicegenius.com if you have additional questions.