Caremerge Integration

Modified on Mon, Mar 11, 2024 at 4:31 PM

Overview

Enquire's integration with Caremerge allows you to send individuals from Enquire to Caremerge and qualifying field changes in Enquire will automatically be sent to Caremerge.

Setup

Reach out to your contact at Caremerge and request your Company's Client ID and Client Secret, along with a list of Property Ids for the locations you would like to use with Enquire. The use of housing contracts is required for this integration to function.

Plugins

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

Usage

Enquire can send a Prospect/Resident profile to Caremerge with the following fields and their values:

First Name*	Last Name*	Email	SSN
Date of Birth*	Gender	Unit Number	Move In Date*
Move Out Date	Mobile Phone	Home Phone	Fax
Work Phone	Address Line 1	Address Line 2	City
State	Country	Postal Code	Care Level**

* - required to send the Prospect/Resident to Caremerge.
** - If sending Care Level, Caremerge must have the exact same Care Levels (1:1 match) on their side.

Note: The Housing Contract is required as the Move In and Move Out dates are pulled from the individual's Housing Contract.

If the Prospect/Resident has a Primary Contact, Enquire can send the following fields and their values for the Primary Contact:

First Name*	Last Name*	Email	Relationship*
Home Phone	Mobile Phone	Work Phone	Fax
Address Line 1	City	State	Country
Postal Code

* - required to send the Primary Contact to Caremerge.

Send an individual to Caremerge

From a profile, click the blue Caremerge button in the upper right.

If the individual is successfully sent to Caremerge, you will see the following message:

If an error occurred when attempting to send an individual, you will see the following message:

Before attempting to send the individual to Caremerge again, make sure that all required fields are filled out for both the Prospect/Resident and Primary Contact and that the Prospect/Resident has a Housing Contract with a valid Move In Date.

Field Updates sent to Caremerge

After sending an individual to Caremerge, if any of the fields available to sync are updated in Enquire, the update will be sent to Caremerge. For example, if the mobile phone number changes for the Prospect/Resident or Primary Contact in Enquire, the updated phone number will be sent to Caremerge.