MatrixCare Setup

Modified on Mon, Apr 7 at 4:04 PM

Overview

The MatrixCare integration allows users to pass referrals/patients, emergency contacts, and associated demographic information from Aline CRM to MatrixCare. The integration is bi-directional such that once a patient is admitted in MatrixCare, Admit, Discharge, Transfer (ADT) data will populate in the Aline CRM as updates are made in MatrixCare. Some features and functions of the integration may incur a monthly fee. Please contact your Aline Customer Success Manager or MatrixCare Account Manager for more information.

Setup

Step 1: Before any setup or configuration can be started reach out to Aline to get the authorization form. Once the form is completed, it can be sent to authorization.form@matrixcare.com. You may need to execute an agreement with them before they will enable the connections on their end. Contact your MatrixCare Account Manager for more information as the first step.

Step 2: Once contracting is complete, Aline will coordinate with MatrixCare to complete the Setup.

Enquire Type Setup

When ADT events are sent back from MatrixCare, the following activity 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
Discharge	Move Out
Leave	Leave

Activity Types

Type	Master Type
Admit	Admission
Discharge	Move Out
Transfer	Transfer
Leave	Leave
Return from Leave	Leave Return
Cancel Admit	Cancel Admit
Cancel Discharge	Other
Cancel Transfer	Other

Activity Resolutions

Type	Master Type
Contact Made	Contact Made
Completed	Completed

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.

Plugins

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