Integration Settings
What you'll learn: How the system connects with other tools and services.
What Are Integrations?
Integrations connect your practice management to other systems:
- Email services
- Calendar systems
- Communication platforms
- Other business tools
Accessing Integration Settings
- Go to Settings
- Find Integrations or Connected Services
- View available and active integrations
Common Integrations
- Send emails through the system
- Appointment confirmations
- Notifications
Calendar
- Sync with external calendars
- See appointments across systems
- Avoid double-booking
Video Conferencing
- Telehealth appointments
- Video meeting links
- Patient-provider connections
Setting Up an Integration
General process:
- Find the integration you want
- Click to connect
- Authorize access (may redirect to the other service)
- Configure settings
- Test the connection
Managing Connected Services
For active integrations:
- View connection status
- Update configuration
- Test functionality
- Disconnect if needed
Troubleshooting Integrations
If an integration isn't working:
- Check if it's still connected
- Verify credentials are current
- Re-authorize if prompted
- Contact support for help
Integration Permissions
Integrations may request access to:
- Read your calendar
- Send emails on your behalf
- Access contact information
Review what's requested before authorizing.
Disconnecting Integrations
To remove an integration:
- Find it in your connected services
- Click disconnect
- Confirm the action
The system no longer has access to that service.
Privacy Considerations
When connecting services:
- Review their privacy policies
- Understand what data is shared
- Only connect services you trust
- Disconnect if no longer needed
Next: Billing Overview | Previous: Security Settings