Overview
The article provides instructions on how to integrate Hint with Cerbo.
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Details
In your Hint account please retrieve your Hint Integration API. You can find this in your hint account under Admin > Integrations > Other Integrations > MD HQ. On this page please click "Integrate with MD HQ" and then copy the Authorization Code.
Once you have this code, in Cerbo go to Admin > Manage > Integrations. From here please paste your integration code and click "Activate Integration."
Once your code is entered, please select the option you would like to sync your patients between Cerbo and Hint.
Please note that depending on the number of patients that are getting synched, this process may take several minutes.
If you are just getting started with Cerbo and but already have patient data in Hint, click option 1.
If you have patient data in Cerbo and are just getting started with Hint click option 2.
If you have patient data in both Cerbo and Hint, please contact [email protected] for further assistance on setting up your Hint integration.
Once the patients are synched, a list of patients imported will show on your screen. Please note that if a patient is missing First Name, Last Name, Date of Birth, or a valid email, they will not synced to Cerbo. These patients will be listed as not able to be imported into Cerbo. If this occurs, please contact [email protected] and we will be able to assist you further.
When the Cerbo/ Hint integration is active, new patients will register through Hint, and will then receive an invite to sign up for the Cerbo Patient Portal. Once patients sign up, they will be prompted to fill out any consents or add any information that they otherwise would have added during the Cerbo registration process. As such, the patient registration link on the Patient Portal login screen will automatically be removed once the Hint integration is activated.