This article will help you to set up your Evariant CRM integration. This is a real-time API integration and it can be configured within the Management Portal.
What You Need
- Your login username and password to your Evariant® CRM system
- Your Evariant Account Manager’s contact information
- Your login username and password to the Management Portal
Part 1: Install the Health Profilers Software Package
Contact your Evariant Account Manager and request the Health Profilers Software Package be installed in your Evariant CRM system. This software package was co-developed by Evariant and Medicom Health. The software package extends the Evariant system to include Health Risk Assessments (HRAs) specific data elements.
Once your Evariant Account Manager has confirmed that this software package has been installed, continue to the next step.
Part 2: Add the Evariant Integration to Your Management Portal
- Log in to the Management Portal at https://portal.evaliahealth.com.
- Click the link icon in the upper right corner of the screen.
- Click the “+ Add Partner Integration” link above the table displayed on the page.
- Select the “Connect” link for Evariant.
- Click the “Click to Authorize” button.This will open a window that allows you to log in with your Salesforce username and password.
- Once you have authorized the integration via Salesforce, return to the Management Portal page that is open in the background.
- Review and accept the HIPAA data security agreement, then click Save.
Part 3: Add Evariant Integration for Each Health Assessment
Once you have set up your Evariant Integration for your account, you will need to attach each Health Assessment that you would like to have send data to the Evariant CRM system. You can do this in the Follow-up Plan section of the Management Portal.
- Log in to the Management Portal at https://portal.evaliahealth.com.
- Select the “Follow-up” tab from the menu bar on the page.
- Select the Health Assessment that you would like to connect to Evariant on the left side of the screen.
- On any risk level, scroll to the bottom of the page to find the “Integrations” section and click “Edit” in the upper right corner of the section.
- Select “Add Integrations” and pick “Evariant” from the drop-down list.
- Click “Save” to save the changes.
- Repeat steps 3-7 for each Health Assessment that you would like to link to your Evariant CRM system.