Similar to Uploading data to 3rd party systems (csv export), CareRight published new Contact or Patient records to Salesforce, when configured.

This allows at the first point of contact, provided marketing consent is indicated, for new records to be mirrored to a CRM for non-clinical purposes.

Setup - Salesforce

Quick tutorial video: locate and use the app manager

Step by Step

Login you the Salesforce and you will be in the homepage, e.g. https://ability-page-7645.lightning.force.com/lightning/page/home

Click the setting icon button on the right side and choose the "Open Advanced Setup"

In Setup menu, choose Apps -> App manager, then click New connected Apps

Input some Basic Information and tick the Enable OAuth Settings checkbox.

Make sure the settings in following screenshot are the same and save the app.

Go to Setup menu, and choose Apps -> Connected Apps -> Manage Connected Apps, then click edit of your connected app

Go to Client Credentials Flow section, click the search icon button

Choose a user as API connection user, then save the setting.

We recommend creating easily recognisable application specific user accounts, such as CareRight Test or CareRight Production.

Setup - CareRight

Main article: Data Producers & Data Retrievers

Follow the standard process for creating a data producer, under Admin > Workflow > Data Producers.

Ensure that:

• You choose an appropriate name
• You select Patient Demographics
• You set a client type of Salesforce
• You add the Consumer Key from your salesforce application as Client ID
• You add the Consumer Secret from your salesforce application as Client Secret
• You set the Authentication URL to your environment's url, with the suffix of /services/oauth2/token

Example settings:

Custom fields

If you wish to map to a Salesforce field, add a Custom Patient Field. For example; to populate Contact Type in Salesforce, create a custom person field.

Set 

• External Platform Name - this should be Salesforce
• External Platform Attribute Name - this should be the Salesforce identifier for the field.

At this time, only strings are supported.

Adding a custom person field may require a restart of CareRight and background processing. Contact Clintel technical support for assistance.

Publishing records

Following any of the standard Add a New Patient workflows, a record is published.

At this time, only very minimal data is published (Given name, Family name, Email, Email Marketing Consent); and any Custom Person Fields you have explicitly specified.