Knowledge Base
Integrations
Integration Overview
Integration Information
- Acuity Set up
- eRX: Implementation Checklist
- eRx: Overview
- eRx: Setup and Configuration
- eRX: IDP Quick Tips
- eRX: Tokens
- eRX: Completing the EPCS invitation and Logistical Access Control
- eRX: How to Reset the EPCS Passphrase
- eRX: Prescribe Tapered, Titrated, & Variable Dose Medications
- eRX: Reporting
- Labs: Overview
- Labs: Setup and Configuration
- Labs: Creating a Lab Order in Health Gorilla
- Labs: Creating a Quick Order Lab in Health Gorilla
- DocuSign: Implementation Checklist
- DocuSign: Authorization
- DocuSign: Setup and Configuration in Admin
- DocuSign: Setup and Configuration in Designer
- DocuSign: Feature Overview in Care
- DocuSign: Feature Overview in Designer
- DocuSign: Creating Templates
- Docusign: Go Live Process
- eSignature Configuration
- Zoom: Setup and Configuration
- Zoom: How to Configure Zoom in Designer
- Zoom: Where Do I Find My Zoom ID?
- Zoom: Setting Up Waiting Rooms
- Sisense: Change Requests
- Paubox: Setup and Functionality
- Google Calendar Integration
- Welkin Calendar Synchronization App
- Stripe: Setup and Configuration
- Candid: Setup and Configuration
- Candid Integration - Required Fields
- Pre-authorization
- Phone Tree Implementation
- Twilio: A2P Questions & Answers
- SSO Setup
- Configuring Google Single Sign On
- OneLogin: Setup and Configuration
Integration Support
DocuSign: Implementation Checklist
Administrative Tasks
Welkin informs client of the following (information included within the DocuSign – Let’s Get Started email)
- Client owns the contract between themselves and DocuSign. Welkin to inform the client that they will need to contract directly with the vendor.
- Welkin to inform the client that separate contracting is required to send via SMS.
- Client will create DocuSign developer account
DocuSign Tasks
Client will complete tasks in Docusign:
- Create Docusign Templates – (please review Creating Docusign Templates for instructions on how to complete this step)
Welkin Tasks
Client and Integration Specialist will schedule a meeting to complete the following steps within Welkin (60 minutes minimum to complete)***:
***This must be completed in the Developer and Production Accounts
- Admin Portal Configuration – Admin – Docusign
- Designer Portal Configuration – Designer – Docusign
- Complete Authorization – Docusign – Authorization
Go Live
Go Live is DocuSign’s process for migrating an integration created in the demo environment to the production environment. Go Live is necessary before you can perform real transactions in your integration through the DocuSign APIs. This process takes approximately 1 week to complete
- Complete DocuSign – Go Live
Training
- Review Care – DocuSign to review functionality within the Welkin system