PointClickCare

Learn how to use the PointClickCare Connector in DBSync Cloud Workflow

Overview

The PointClickCare Connector in DBSync Cloud Workflow enables seamless integration between PointClickCare (PCC), a leading healthcare software platform, and other systems or applications used within your organization. By syncing data across systems, this connector helps manage clinical workflows, financial data, and patient records more effectively, enhancing productivity and accuracy across operations.

Key Features

• Automated Data Sync: Transfers data bi-directionally between PointClickCare and other platforms, ensuring information consistency.

• Real-Time Updates: Supports real-time updates for accurate, up-to-date information access.

• Customizable Integration Workflows: Tailor workflows to suit specific organizational requirements without extensive coding.

• Error Handling and Notifications: Automated alerts and error logging ensure issues are promptly addressed.

Prerequisites

1. DBSync Account: Ensure you have an active DBSync account with Cloud Workflow access.

2. PointClickCare API Access: Obtain necessary credentials (Client ID, Client Secret) and permissions to access PointClickCare's API.

3. DBSync License for PointClickCare Connector: Check that you have the appropriate license or subscription for the PointClickCare Connector.

Setting Up the PointClickCare Connector

Log in to DBSync Cloud Workflow

1. Access your DBSync Cloud Workflow account from the DBSync portal.

Navigate to Connectors

1. Go to the "Connectors" section and select PointClickCare Connector.

Configure Connector Settings

1. Configure the following connector settings:

• Authentication: Enter the Client ID, Client Secret, and any additional API keys required by PointClickCare.

• API Endpoint: Specify the API endpoint URLs provided by PointClickCare (usually under the organization’s PointClickCare Developer account).

• Data Mapping: Map the required data fields between PointClickCare and your target system (e.g., Patient ID, Admission Date, Clinical Details).

• Frequency: Set synchronization frequency (real-time, hourly, daily, etc.).

Customize Workflow

1. Define Trigger Events (e.g., new patient admission, updated medical records).

2. Configure Actions to follow each trigger (e.g., update patient data in an ERP system, synchronize clinical notes).

Test the Integration:

1. Run a test sync to verify data flow and validate mappings. Check for any errors and make adjustments if necessary.

Using the PointClickCare Connector

• Access the Connector Dashboard

  • Monitor sync operations and view real-time logs to track successful data transfers and identify any failures.

• Manage Workflows:

  • You can edit or add workflows to refine data integration as organizational needs evolve.

• Error Handling:

  • The connector includes built-in error handling and automatic retries for failed operations. You’ll receive notifications for unresolved issues, allowing you to manually address them if needed.

• Data Sync Reports:

  • Generate reports on data sync frequency, success rates, and types of data transferred. These insights help in optimizing and troubleshooting integration.

Troubleshooting Common Issues

• Authentication Errors: Verify your API credentials and endpoint URLs.

• Data Mapping Mismatches: Review field mappings to ensure compatibility between PointClickCare and the target system.

• Sync Delays: If real-time sync is enabled but delays occur, check your frequency settings and internet stability.

FAQs

1. Can I sync data in real time between PointClickCare and another application? Yes, DBSync Cloud Workflow supports real-time syncing with PointClickCare, though sync frequency may depend on API limits and network speed.

2. What data types are supported by the PointClickCare Connector? The connector supports patient records, clinical data, admission details, and other health information types as permitted by PointClickCare’s API.

3. Are there any usage limits on data transfer? Usage limits depend on your PointClickCare and DBSync subscription plans. Check with your service provider for detailed usage terms.