Table content :
InputKit configuration with ClinicMaster
**Before you begin, please contact ADDATech to notify them in order to enable InputKit in ClinicMaster.
Step 1: Find the API key on ClinicMaster
To do so, go to “Settings”
Click on “InputKit”
Here, you will need to paste the API key that you will find on your InputKit account
Step 2: Find the API Key on the InputKit account
** IMPORTANT: If you have multiple clinics on your ClinicMaster account, you will need to do these next steps for each clinic (this includes both the API key and sequence assignment).
To do so, go to “Settings”
Then click on the “Company” tab
Now, copy the API key and paste it into your ClinicMaster account
Step 3: Insert the API key to activate the integration
Paste key > choose clinic > ensure "Active" box is checked > save > repeat for each clinic
Sequence mappings
Step 1: Map the sequences
To do this, go to the “Sequence mappings” section.
Click “Add”
To map your sequence following a treatment assessment appointment, choose the correct event> Select all disciplines> Choose the sequence "#1 Post-assessment follow-up> save
To map your second sequence following a treatment appointment, choose the correct event > select all disciplines > choose the sequence "#2 Treatment appointment follow-up > save
When mapping sequences, you will encounter two other events: "Appointment canceled" and "No show appointment". Currently, no sequences have been created for these events, but it will be possible to add one if necessary.
Step 2: Ensure integration with your InputKit account
To do this, go to “settings” on your InputKit account
Click on the “Integrations” tab
Make sure the green checkmark is at the top right of ClinicMaster. If it's not, simply click on the "connect" button. You can also see the triggers in this section.
Exemple of a sending
Step 1: Check Triggered Sends
To do so, go to the "sendings" section on your InputKit account
Here you will be able to view all the sends triggered by your integration configuration. In addition, you will have access to all the information about your customers who received your sequences, such as the clinic, patient name, type of sequence, language used, employee in charge of the patient, and much more.