Enabling and Using the Patterson EagleSoft Integration

Enabling and Using the Patterson EagleSoft Integration

We have worked with Patterson EagleSoft to develop an integration, allowing data to transfer from EagleSoft to EasyRx.

Pre-requisites 

-The Patterson EagleSoft API must be installed and running on your EagleSoft Server. Contact Patterson for more information 
-You must be on an EasyRx Practice Standard, Standard + EasyRx 3D, or EasyRx Premium plan

Enabling the Integration 

Once the API is installed and running on your EagleSoft Server, log in to EasyRx.  Go to Account Settings -- 3rd Party Integrations.


After opening 3rd Party Integrations, scroll to the Patterson Eaglesoft section:


Enter all three fields:

Eaglesoft Server URL. 
This is the IP Address or the URL to your EagleSoft Server.  The appropriate port on the router needs to be open.   You may need to contact your IT department to determine 
Username
This is your admin EagleSoft User Name "It is important to note that the Provider used during authentication must be a Provider in the Eaglesoft system with the appropriate access privileges for the method being called. Providers are given access to different Eaglesoft modules in the Eaglesoft Provider Edit screen."
Password: 
This is the password for this Provider account

Once the integration is enabled, the EagleSoft menu option displays on the Main Dashboard. 



NOTE: The initial patient synch takes place 8 hours after the integration is enabled.  We suggest enabling the day before you wish to start using the integration.  

Using the Integration 


All patients in EagleSoft are displayed under EagleSoft- Patients option on the Dashboard


You can look up or add a patient to EasyRx via the [create rx] button
You can view the patient by clicking [View Patient] button 
Once a patient is added to EasyRx, the integration automatically updates demographic and appointment information nightly.

Using the integration:
From the list of EagleSoft - Patients, search for the needed patient and click [create rx]:
Patient exists in EasyRx

If the patient already exists in EasyRx, the available links will be create rx and view patient.  Clicking create rx launches the universal lab prescription form, clicking view patient, opens the view patient screeen. 


This screen allows you to either link the selected EagleSoft  patient to an existing EasyRx patient record or create a new EasyRx patient record


Patient not found in EasyRx

If the patient is not found in EasyRx,  the link displays: 


If the patient does exist in EasyRx, but EasyRx was unable to automatically link to the patient, you can manually link the patient.  Click [Select Patient] under Connect Patient Records, look up the patient and click [Connect].  This links the patient record in EagleSoft with the patient record in EasyRx. Going forward, the patient record will open automatically when opened using the integration. 
For example, let's say you've added patient records to EasyRx before enabling the EagleSoft  -- EasyRx integration, you would manually connect the patient records


Patient not in EasyRx

If the patient does not exist in EasyRx, click [Create patient] to add the patient.   


This launches the Connect or Create Patient for the patient:



From this screen, you can connect to an existing patient or create a new patient.   If the patient already exists n EasyRx, but EasyRx was unable to automatically link to the patient, you can manually link the patient.  Click [Select Patient] under Connect Patient Records, look up the patient and click [Connect].   This will link the patient record in EagleSoft with the patient record in EasyRx. Going forward, the patient record will open automatically when opened using the integration.   You would choose this option if  say, you had been using EasyRx for a while before integrating EasgleSoft -- there are patient records already in EasyRx.

If the patient does not exist in EasyRx, click [Create] to add the patient.  EasyRx will add the patient record and update the fields in EasyRx.  And link the patient record in EagleSoft with the patient record in EasyRx.  

As always, we are here to answer questions.

Thanks,

The EasyRx, Team



Some tips and tricks from EagleSoft support:
Is the user setup in EagleSoft?
Yes, the user is setup in Eaglesoft and the API access is limited by the security access that user has in Eaglesoft. We recommend working with the offices to create a unique user for you that has administrator rights. When a user is assigned that role, they will show up in bold on the logon screen. Most vendors will have the office create a user with their software name and a unique password so there is continuity in their setup across offices. Then when you go to authenticate, you will use the provider ID of the new user and that unique password.

You would work with the office on having a user with admin rights created to utilize for the API authentication and access. The API installs automatically with versions 19.10 and higher so there is nothing that support needs to enable there, the office is running on 20.10. Once you have installed your app and setup the Eaglesoft user, you would follow the authentication steps, then your software will show inside Eaglesoft under Utilities| Manage Integrated Applications for activation, once activated then you will be able to run the methods successfully.




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