This article will help you to set up your Tea Leaves CRM integration. This is a real-time API integration and it can be configured within the Management Portal.
What You Need
- Contact information for your Tea Leaves Lead Specialist or Implementation Project Manager
- Your login username and password to the Management Portal
Part 1: Request your “Hash Code” from Tea Leaves Health
Contact your Tea Leaves Lead Specialist or Implementation Project Manager and request your Hash Code. This is a special code that identifies your organization’s Tea Leaves account and authorizes Medicom Health to send data to your account.
Part 2: Add the Tea Leaves 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 Tea Leaves Health.
- Review and accept the HIPAA data security agreement, then click Save.
Part 3: Add Tea Leaves Integration for Each Health Assessment
Once you have set up your Tea Leaves Integration for your account, you will need to attach each Profiler that you would like to have send data to the Tea Leaves 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.
- Choose the Health Assessment that you would like to connect to Tea Leaves 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 “Tea Leaves Health” from the drop-down list.
- Enter the Hash Code that was provided by Tea Leaves into the field on the page.
- Click “Save” to save the changes.
- Repeat steps 3-7 for each Health Assessment that you would like to link to your Tea Leaves CRM system.