What does the integration do?
Our integration allows users to create a new patient in EXACT from a DenGro lead task, link a DenGro lead to an existing patient in EXACT and sync the lead details in DenGro with the patient record in EXACT.
What are the benefits of this?
Being able to link a lead to an existing patient record in EXACT (at the point where they are being booked in for a consultation) avoids you having to go to EXACT to enter the same information and avoids the potential creation of a duplicate record.
The benefits of this powerful integration is to reduce duplication, reduce the chance of human error and save you and your team valuable time. Combining workflows is incredibly powerful.
How do I enable the integration?
To connect your DenGro account to your EXACT account, you’ll need either Manager or Integrator access to DenGro.
1. Go to Practice Settings (the cog symbol at the top right of the screen) and select Practice Integrations
2. When the page refreshes, scroll down to the EXACTpod and click to open more information.
3. Next, click on Request Integration and enter your EXACT Practice ID.
This will send a notification to the DenGro Practice Support Team who will enable the integration and let you know when the integration is LIVE and ready to use.
Great, all set – how do I use it?
To create a new patient profile in EXACT from a DenGro lead task, you’ll need to make sure you’ve enabled the EXACT integration on your DenGro account.
From there, simply follow the prompts in the DenGro task for the lead, to create a new patient in EXACT using the information captured in DenGro.
You may be asked to confirm some additional details about the lead before their record can be created in EXACT.
How do I create a New Patient Via a Task?
How do I link a DenGro lead to an existing patient in EXACT?
Through the DenGro task flow, you can also choose to link a lead to an existing patient profile in EXACT. Again, you can do this by answering the questions and prompts from DenGro.
Can I link a DenGro lead to an EXACT Patient outside of a task?
Yes! You can link a lead to an existing EXACT patient profile at any time, from the Lead Profile Page in DenGro.
Simply search for the lead in DenGro using their name, email address, or phone number and click to go through to their profile page.
From there, click on the Link Lead to Patient at the top right of the page.
How do I sync a DenGro lead with a patient in EXACT?
Once a DenGro lead has been linked with a patient record in EXACT, you can choose to sync the two profiles and update either system with any changes to the lead’s personal information.
The video’s below show how you can sync from either platform seamlessly.
For example, if you change the lead’s mobile number in DenGro, you’ll need to click the Sync Lead button on the lead’s Profile Page in DenGro to update the lead’s record in EXACT.
This also means if you make a change in EXACT, such as a leads name, the changes will be reflected back in DenGro. Please watch this video to show you how this works.
Troubleshooting
From time to time there can be issues with syncing leads between both platforms. Exact isn’t a cloud based solution, so if there are issues connecting to EXACT account we can ensure this is highlighted on the lead record.
This video shows you how these error messages from EXACT are displayed within DenGro on the lead profile page.