Review old and new access when staff change roles
An employee moves between teams but retains old access in several connected tools. Moving teams usually changes what access a person needs. Adding the new…
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Integrations & data resources · page 3
Connect your booking, enquiry and reporting tools so staff spend less time copying information. Understand your options and the questions to ask suppliers.
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Integrations & data resources
Showing 49–61 of 61 resources, ordered by title.
Review possible duplicate records before combining them
A cleanup tool proposes merging records that share a name but represent different people or organisations. A possible duplicate needs evidence, not just a…
Review waiting work before restarting a connection
A connection recovers and automatically sends a backlog containing requests that staff already handled manually. Work held during an outage may no longer…
Review who can see information when reports are combined
Two individually limited reports become more revealing when an integration joins their data into one export. Joining information can reveal more than either…
Send confirmations only when the appointment is confirmed
A visitor receives a confirmation even though the appointment was not created in the practice diary. A booking confirmation is a promise about an…
Separate pressing Send from an enquiry actually being received
The dashboard counts clicks on a submit button even when validation prevents the request from leaving the browser.
Show when reports contain information from different dates
A report combines a current CRM feed with yesterday's booking data and presents the result as one current view. Combining today's enquiries with yesterday's…
Show which work is affected by a connection problem
A monitoring dashboard lists connector status but does not tell reception which enquiries are affected. A list of green or red connections does not tell…
Stop form answers being copied into analytics unnecessarily
An outgoing analytics record includes text entered into a contact field even though the report only needs an action count.
Understand what an HL7 receipt confirms
HL7 refers to standards used to exchange healthcare information between systems. A sending system receives an acknowledgement and staff assume the receiving…
Understand what an integration test can and cannot prove
A connection works in a simplified demonstration but fails when the receiving system applies its actual rules for accepting information. A demonstration…
Use the right appointment details in each message
A message uses the correct recipient but inserts details from the wrong appointment or location. A contact can have more than one appointment. A message…
Wait for acceptance before counting an enquiry as complete
The browser records success when sending a request, although the receiving service subsequently rejects it.