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IntakeQ Integration
IntakeQ Integration
Updated over a week ago

Enable API access

  1. Sign into your IntakeQ account. Navigate to the following

    • More (top right menu) -> Settings -> Integrations -> Developer API Integrations - Settings page

  2. Click the yellow button “Generate New Key”. You will see a new Key populated in the API Key field above. Please copy and securely share this Key with the Dock Health team.

    • You can securely share this by adding the key to a task in a new list in Dock. An example would be to create a new list called “IntakeQ”. You can then create a task and simply paste the code as the task description.

    • Please message us on Intercom that you have completed this and we can retrieve the code securely from the back-end. Please do not share this Key or PHI over intercom as this is not a secure channel.

Enable workflow automations via webhooks

  1. Once we have received your API Key, we can work to enable real-time syncing of patients and triggering of workflows in Dock Health when forms are submitted in IntakeQ:

    • From your IntakeQ account, navigate to the following

      1. More (top right menu) -> Settings -> Integrations -> Developer API Integrations - Settings page

    • Enter the URL provided to you by the Dock Health team under the Intake Forms API and Appointment API E.g.

    • For the Appointments API please select the following check boxes:

      • Appointment Created

      • Appointment Confirmed

      • Appointment Canceled

      • Appointment Rescheduled

  2. In order to automate triggering workflows when forms are completed please fill the following. Please ensure you have the related forms, Dock Health lists, groups and workflows created in advance.

IntakeQ Form Name

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 form submitted date or specific form field)

Indicate other form fields that should be carried over as custom fields

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