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Support Topic: CRM Integration

Setting up Your Healthgrades API Integration

Prerequisities for Using the Healthgrades API Integration

  • The API integration will only work with v3 applications (v2 applications will need to use SFTP transfer)
  • The API integration will only connect to the HGCRM system and not legacy Healthgrades CRM solutions (legacy solutions are supported through SFTP transfer)

If you’d like to set up a Healthgrades API integration, follow the steps below:

Go to the integrations section of your portal by clicking on the link icon in the upper-right hand corner of your portal screen.

Click “+ Add Partner Integration”

Select “Connect” next to Healthgrades

Enter the token. If you don’t have a token yet, contact your Healthgrades client team to request an API authentication token. They will also provide Medicom Health with an authentication token to secure the integration.

Select the authorization agreement, and then click “save”.

Once you have the integration connected, navigate to the Follow-Up section of Portal for the HRA(s) you wish to link to Healthgrades. Select the Integrations tile.

Next, click the toggle to enable Healthgrades integration. Click Return to Plan and Publish your changes to make them live.

Note: You will need to enable the integration within your Follow-Up plan for each HRA you wish to connect to Healthgrades.

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