Dock Health

Log into My Account page in Kareo here: <a href="http://help.kareo.com/login/" rel="nofollow noopener noreferrer" target="_blank">http://help.kareo.com/login/</a>.

Click Get Customer Key on the bottom right.

Click Create my customer key. The customer key will generate and show next to Your key.

- You can securely share this by adding the API key to a task in a new list in Dock. An example would be to create a new list called “Kareo”. You can then create a task and simply paste the API Key as the task description.
- Please let us know once you have done this either by messaging us on Intercom (blue button on bottom right) or emailing us @ <a href="mailto:support@dock.health" rel="nofollow noopener noreferrer" target="_blank">support@dock.health</a>. (please don’t send us this API key through these channels)

1. Log into My Account page in Kareo here: <a href="http://help.kareo.com/login/" rel="nofollow noopener noreferrer" target="_blank">http://help.kareo.com/login/</a>. 
2. Click Get Customer Key on the bottom right. 
 
 
3. Click Create my customer key. The customer key will generate and show next to Your key.
 
 
4. Share the API key with Dock Health team
 - You can securely share this by adding the API key to a task in a new list in Dock. An example would be to create a new list called “Kareo”. You can then create a task and simply paste the API Key as the task description.
 - Please let us know once you have done this either by messaging us on Intercom (blue button on bottom right) or emailing us @ <a href="mailto:support@dock.health" rel="nofollow noopener noreferrer" target="_blank">support@dock.health</a>. (please don’t send us this API key through these channels)

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Create a new user with a system administrator role in Kareo. This user is used to make API calls.

Share the username and password with the Dock Health team.

- You can securely share this by adding the username and password to a task in a new list in Dock. An example would be to create a new list called “Kareo”. You can then create a task and simply paste the username and password as the task description.
- Please let us know once you have done this either by messaging us on Intercom (blue button on bottom right) or emailing us @ <a href="mailto:support@dock.health" rel="nofollow noopener noreferrer" target="_blank">support@dock.health</a>. (please don’t send us this information through these channels)

- Log into the Desktop Application. 
- Click Settings &gt; User Accounts. The User Accounts window opens. 
- Click on the user's name. The Edit User window opens. 
- Click to select “System Admin”. 
- Click Save User when finished.
  
   

1. Create a new user with a system administrator role in Kareo. This user is used to make API calls. 
2. Share the username and password with the Dock Health team.
 - You can securely share this by adding the username and password to a task in a new list in Dock. An example would be to create a new list called “Kareo”. You can then create a task and simply paste the username and password as the task description.
 - Please let us know once you have done this either by messaging us on Intercom (blue button on bottom right) or emailing us @ <a href="mailto:support@dock.health" rel="nofollow noopener noreferrer" target="_blank">support@dock.health</a>. (please don’t send us this information through these channels)
3. Assigning permissions to the above user
 - Log into the Desktop Application. 
 - Click Settings &gt; User Accounts. The User Accounts window opens. 
 - Click on the user's name. The Edit User window opens. 
 - Click to select “System Admin”. 
 - Click Save User when finished.

Kareo supports the following interfaces to get data.

- Retrieving data from different types of records in Kareo:
  1. Appointment (single)
  2. Appointments (bulk)
  3. Charges
  4. Encounter Details
  5. Patient (single)
  6. Patients (bulk)
  7. Payments
  8. Practices
  9. Procedure Codes
  10. Providers
  11. Service Locations
  12. Transactions
- Creating different types of records into Kareo:
  1. Create Appointment
  2. Create Patient
  3. Create Encounter
  4. Create Payment
- Updating patient records in Kareo
- Delete appointments

1. Kareo supports the following interfaces to get data.
   - Retrieving data from different types of records in Kareo:
     1. Appointment (single)
     2. Appointments (bulk)
     3. Charges
     4. Encounter Details
     5. Patient (single)
     6. Patients (bulk)
     7. Payments
     8. Practices
     9. Procedure Codes
     10. Providers
     11. Service Locations
     12. Transactions
   - Creating different types of records into Kareo:
     1. Create Appointment
     2. Create Patient
     3. Create Encounter
     4. Create Payment
   - Updating patient records in Kareo
   - Delete appointments

Reference: <a href="https://helpme.kareo.com/01_Kareo_PM/12_API_and_Integration" rel="nofollow noopener noreferrer" target="_blank">https://helpme.kareo.com/01_Kareo_PM/12_API_and_Integration</a>

Indicate below which data points you will like to use to automate triggering workflows or tasks.

Generate Customer Key (for API access)

Grant API Permissions

Workflow automations

Kareo Interface	Dock Workflow/Smartflow Name	Dock Task List Name