Integration - Patient Demographics
Once the AdvancedMD API access is granted, the following integrations can be enabled to pass patient information from AdvancedMD to Dock:
Patient search from within Dock
Patients registered in AdvancedMD are easily accessible to search in Dock and start creating tasks for.
Adding patient context to a task in Dock
Easily add patients from AdvancedMD to a Dock task in real-time
Discrete data from a patient’s record in AdvancedMD can be pulled into a Dock custom field in the patient profile and even be displayed on the patient banner bar. Select the data element from AdvancedMD and the custom field in Dock to connect it to.
AdvancedMD Patient Attribute | Dock Patient Custom Field | Special considerations |
Insurance number | Insurance number | none |
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Task / Workflow Automations
Dock supports automatic triggering of tasks and workflows when certain actions are taken by a user in AdvancedMD for a patient. These actions can be configured to create a task or deploy a workflow/SmartFlow in a list in Dock.
AdvancedMD supports the following event categories to notify Dock for any downstream tasks or workflows that can be triggered.
Patient updates
New Patient - a new patient is registered,
Update Patient - patient demographic info, responsible party, insurance info is updated
Appointment / Visit events
New Visit
Modified Visit
Deleted Visit
Charge events
Charge added
Charge modified - either the charge itself, a payment or a write off was added or changed relative to the charge
Charge deleted / voided
Clinical events
Clinic Note - create / updated
Lab Results - added
Health Watch plan - added / updated
Indicate below which event you will like to use to automate triggering workflows or tasks in Dock
Event Name in AdvancedMD | Dock Workflow / SmartFlow Name | Dock Task List Name | Dock Task Group Name in the List | If no Workflow Indicated Default Assign Task to: | If no Workflow Indicated Default Due Date (e.g Appointment Date) | Indicate Other Data Elements That Should be Carried Over as Custom Fields |
New patient registration | New patient onboarding workflow | Blue Sky Health | New Patients |
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Show Scheduling / Clinical information for a patient in Dock
Dock provides the ability to pull specific patient information and show it as widgets for a patient profile.
The following are types of information that can be pulled in for display:
Get Patient Referrals
Get Appointments
Get Clinic Notes
Get Lab Results
Get Problems
Get Medications
Get Immunizations
Get Charges
Updating Medical Record
Completion of Tasks in Dock can support updating information in AdvancedMD
The following are types of information that can be updated:
Add / Update Patient
Add / Update Insurance
Save Patient Notes
Add / Update Responsible Party
Add / Update Referrals
Upload files to Patient Chart
Add Patient Visit
Add / Update Problem
Add / Update Clinic Note
Add / Update Health plan
Add Payment
Create New Charge