PointClickCare Setup

Modified on Wed, Jun 12, 2024 at 4:35 PM

Overview

The PointClickCare (PCC) integration for skilled nursing allows users to pass referrals/patients, contacts, and associated demographic information from the Aline CRM to PCC. The integration is bi-directional such that once a patient is admitted in PointClickCare, Admit, Discharge, Transfer (ADT) data will populate in the Aline CRM as updates are made in PCC. Thanks to a recent update, attachments that exist on an individual’s profile in the Aline CRM can also be sent to PCC along with the patient. Some features and functions of the integration may incur a monthly fee. Please contact your Aline Customer Success Manager or PCC Account Manager for more information.

Please note this integration is optimized for our Post-Acute clients. While it can be activated and utilized for senior living communities, you may find it lacking certain functionalities. Please contact your sales representative or customer success manager with any questions.

Setup

PointClickCare Self-Service Activation Request

Step 1: Log in to PointClickCare.

Step 2: Navigate to PointClickCare's Help Section, click SNF or ALF, click Admin, and then click Self-serve Activation for Marketplace Applications. All documents (including demos) needed to request and complete the PointClickCare activation process will be found at this location.

Step 3: Once the activation of Enquire with PointClickCare has been approved by PointClickCare, please send an email to Enquire containing the list of your company's locations and their Property Ids. Enquire will need these Property Ids to complete the setup.

Note: If you have any questions about the self-serve activation process, please reach out to your PointClickCare account manager.

Plugins

All integrations require an Enquire team member to complete setup of the Plugins. Please reach out to your Client Success Manager, our Integrations Team, or put in a ticket for our Support Team integrations.support@alineops.com for further assistance.

CRM / PCC Config

PointClickCare relationship values will need to be updated to match all the CRM relationship values for successful contact pushes. CRM admin users view relationship values by logging into the CRM > Left-hand Manu > Admin > Types > Select "Relationship Type" in drop-down. This is allow to see all values to create a match with PCC.

Relationship Types

Below are the relationship types that will need to mimic what is in PCC to push successfully. Aline implementation will add any missing values. Please keep these values active for the integration.

Referrer	Referring Physician	Contact	Agency Rep
Aunt	Brother	Brother-in-law	Caregiver
Cousin	Daughter	Daughter-in-law	Family
Father	Father-in-law	Financial Contact	Friend
Grandchild	Grandchild-in-law	Granddaughter	Grandson
Legal Contact	Legal Guardian	Medical Contact	Mother
Mother-in-law	Nephew	Niece	Pastor
Physician - Primary	Power of Attorney	Relatives	Sister
Sister-in-law	Spouse	Partner	Ex-Spouse
Spouse (Deceased)	Step-Daughter	Step-Son	Trusted Advisor
Trustee	Uncle

Enquire Field Mapping and Type Setup

When ADT events are sent back from PCC, the following activity, resolution, and lead score types (along with the specified master types) are required for the integration to function correctly. These types should also be sorted above any other types with the same master type.

Lead Scores

Type	Master Type
Admit	Move In
Death	Death
Discharge	Move Out
Leave	Leave
Room Reserve	Room Reserve

Activity Types

Type	Master Type
Admit	Admission
Death	Move Out
Discharge	Move Out
Leave	Leave
Return from Leave	Leave Return
Room Reserve	Room Reserve
Transfer	Transfer

Activity Resolutions

Type	Master Type
Contact Made	Contact Made

Note: If you have any questions about getting fields or options added to a form, you can read our Customizing the Form Builder article and our Updating Dropdown Types article. If you need further assistance, please reach out to your Customer Success Manager.

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.

Note: Please know that you will need to provide the OrgUuid and FacilityID’s from PCC to complete the addition of the plugin.