ALIS Integration

Modified on Thu, Jun 20, 2024 at 3:22 PM

Overview

Alis is a comprehensive software designed to help you best manage your assisted living facility. Enquire's integration with ALIS allows you to send individuals from Enquire to ALIS.

Setup

Request Auth Token and Endpoint from ALIS. Reach out to ALIS and request the following information

Auth Token
Endpoint

In your request, please provide ALIS with your Company's Portal Id.

If you have any questions about getting ALIS setup, reach out to your Enquire Client Success Manager for assistance.

Plug-ins

All integrations require an Enquire team member to complete setup of the CRM Plug-ins. Please reach out to your Enquire Client Success Manager or our Integrations Team at integrations.support@alineops.com for further assistance.

Usage

Send an Individual to ALIS

Step 1: Navigate to the profile you would like to send to ALIS.

Step 2: In the upper right of the profile click the blue button labeled ALIS.

Note: If the individual was successfully sent to Alis you will see the following message:

Note: If the individual was not successfully sent to Alis you will see the following message:

Fields Sent

Alis can accept data from the following fields in Enquire:

First Name*	Last Name*	Care Group Type (Housing Contract)	Care Level (Individual Profile)
Address Line 1	Address Line 2	City	State
Zipcode	Mobile Phone	Email	Birthdate*
Gender*	Current Arrangement	Medical Diagnosis	Ambulation
Primary Contact	Contact First Name	Contact Last Name	Contact Home Phone
Contact Mobile Phone	Contact Work Phone	Contact Email	Notes**
Payer Type (Pay Method)

* - required to send a Resident to ALIS

Note: Notes are retrieved after the individual is sent to ALIS.

Updates Received

ALIS will push back updates to the "ALIS Status" form fields

ALIS Resident Status = Resident / Applicant / Rejected
ALIS Resident Assessment Status = Completed / In-Progress / Pending / Expired

NOTE: We will create a workflow to trigger a ALIS Assessment activity once populated as Completed. If you would like other workflows for activities or status, please reach out to your CSM or support.

ALIS FAQs

I am receiving the Unable to send resident to Alis message

Make sure you included all communities needed in the setup email sent to our Integrations Team. If you happened to miss a community, send another email to our Integrations Team at and we'll get the additional communities added to your Alis integration.
If the required fields and communities are correct, please send another ticket to integrations.support@alineops.com and we'll have our team investigate.