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Integrations

The Integrations section of the XY Web App provides comprehensive management of your healthcare system connections, enabling seamless data flow between XY Platform and your existing healthcare technology stack.

Interface Overview​

The integrations interface is organized into two primary tabs with robust search and filtering capabilities.

Tab Navigation​

My Integrations

  • View and manage your currently connected integrations
  • Monitor connection health and data synchronization status
  • Access integration configuration and authentication settings
  • Review integration usage statistics and logs

Discover Integrations

  • Browse the complete catalog of available healthcare system integrations
  • View detailed integration capabilities and requirements
  • Preview setup requirements and technical specifications
  • Initiate new integration connections

Search and Filtering​

The integrated search functionality allows you to:

  • Search by integration name, category, or functionality
  • Filter across both connected and available integrations
  • Find specific healthcare systems or use cases quickly
  • Real-time search results with auto-complete suggestions

My Integrations​

Currently Connected Systems​

Google Drive Integration

  • Purpose: Cloud storage for document management and file sharing
  • Features: File synchronization, access management, collaborative editing
  • Status: Shows connection health and last sync activity
  • Configuration: OAuth authentication and folder permissions

Gmail Integration

  • Purpose: Email communication and document delivery
  • Features: Email automation, attachment processing, message management
  • Status: Real-time connection status and message queue monitoring
  • Configuration: OAuth setup with scope management for security

Integration Status Indicators​

Each integration displays:

  • 🟢 Connected: Active connection with healthy data flow
  • 🟡 Authentication Required: Credentials need refresh or reauthorization
  • 🟠 Partial Connection: Some features connected, others need configuration
  • 🔴 Disconnected: Integration offline or experiencing errors
  • ⚪ Setup Required: Integration added but not yet configured

Integration Management​

Connection Health Monitoring

  • Real-time status updates and connection diagnostics
  • Data synchronization monitoring and error alerting
  • Performance metrics including latency and throughput
  • Historical uptime and reliability statistics

Configuration Access

  • Direct links to integration-specific configuration screens
  • Authentication management and credential renewal
  • Data mapping and field customization options
  • Sync frequency and processing rule configuration

Discover Integrations​

Healthcare Systems Catalog​

Electronic Health Records (EHR)

DrChrono

  • Purpose: Cloud-based, mobile-first ambulatory EHR and practice management
  • Features: Clinical documentation, scheduling, telehealth, billing integration
  • APIs: Patient data exchange, appointment management, clinical workflow automation
  • Use Cases: Mobile clinical documentation, appointment optimization, telehealth integration

eClinicalWorks

  • Purpose: Ambulatory EHR and practice management platform for multi-specialty clinics
  • Features: Patient records, scheduling, referrals, claims, and telehealth
  • APIs: Patient data exchange, appointment management, billing and referral endpoints
  • Use Cases: Sync clinical data, push referral updates, and submit claim information

Elation

  • Purpose: Primary care EHR focused on longitudinal patient records
  • Features: Clinical documentation, orders, referrals, and patient summary views
  • APIs: Patient records, orders, referrals, and scheduling data exchange
  • Use Cases: Keep problem lists, referrals, and orders aligned across systems

Billing

CollaborateMD

  • Purpose: Cloud-based billing and practice management for revenue cycle teams
  • Features: Claims submission, charge entry, statements, and payment posting
  • APIs: Claims processing, payments, charge updates, and claim status checks
  • Use Cases: Automate claims submission, reconcile statements, and post payments without manual entry

Patient Engagement & Communications

Spruce

  • Purpose: Unified patient communication platform across secure messaging and phone
  • Features: Shared inboxes, secure messaging, attachments, and call routing
  • Integration: Routes patient messages and attachments into workflows
  • Use Cases: Patient triage, intake follow-up, and automating responses to common requests

Collaboration & Productivity

Slack

  • Purpose: Team messaging hub for internal collaboration
  • Features: Channels, file sharing, workflow notifications, interactive updates
  • Use Cases: Notify teams about workflow completion, route alerts to the right channel, collect quick approvals

Microsoft Teams

  • Purpose: Enterprise chat and meeting platform
  • Features: Channel messages, adaptive cards, meeting-aware notifications
  • Use Cases: Deliver workflow alerts, capture feedback, and keep clinical and billing teams aligned

Gmail & Outlook Mail

  • Purpose: Email-based communication with patients, payers, and partners
  • Features: Sending templated replies, processing attachments, folder-based routing
  • Use Cases: Automate intake follow-ups, triage inbound documents, and keep inboxes organized

Storage

Google Drive & Microsoft OneDrive

  • Purpose: Secure cloud storage for documents used in workflows
  • Features: Folder scoping, granular permissions, bi-directional file sync
  • Use Cases: Centralize claims documentation, share generated letters, and keep workflow artifacts organized

Integration Categories​

EHR & Practice Management

  • DrChrono, eClinicalWorks, Elation
  • Patient data, clinical workflows, appointment scheduling
  • Real-time data synchronization and clinical integration

Billing

  • CollaborateMD and other billing systems
  • Claims processing, charge entry, statement handling
  • Payment posting and status tracking

Patient Engagement & Communications

  • Spruce and other patient communication platforms
  • Automated messaging, appointment reminders, patient outreach
  • Multi-channel communication and engagement analytics

Collaboration

  • Slack, Microsoft Teams
  • Team messaging, notifications, and approvals

Productivity

  • Gmail, Outlook Mail
  • Email automation, attachment handling, templated responses

Storage

  • Google Drive, Microsoft OneDrive
  • Document management, workflow automation, and file synchronization

Integration Setup Process​

New Integration Configuration​

  1. Selection: Choose integration from the Discover catalog
  2. Requirements Review: Review technical prerequisites and permissions needed
  3. Authentication: Complete OAuth or API key authentication process
  4. Configuration: Set up data mapping, sync preferences, and processing rules
  5. Testing: Validate connection with test data and sample transactions
  6. Activation: Enable integration for production use with monitoring

Configuration Management​

Authentication Settings

  • OAuth token management and automatic refresh
  • API key rotation and security compliance
  • Multi-factor authentication support where available
  • Role-based access control integration

Data Mapping and Synchronization

  • Field mapping between XY Platform and external systems
  • Data transformation rules and validation settings
  • Synchronization frequency and batch processing options
  • Conflict resolution and error handling procedures

Monitoring and Alerting

  • Real-time connection monitoring and health checks
  • Data flow monitoring and performance metrics
  • Alert configuration for connection issues or sync failures
  • Integration usage analytics and optimization recommendations

Best Practices​

Integration Management​

  • Phased Deployment: Start with one integration and expand gradually
  • Regular Monitoring: Check integration health and performance regularly
  • Security Management: Keep authentication credentials current and secure
  • Testing Protocol: Test integrations with sample data before full deployment

Performance Optimization​

  • Sync Scheduling: Configure synchronization during off-peak hours when possible
  • Data Filtering: Limit data synchronization to essential information only
  • Batch Processing: Use batch operations for large data transfers
  • Error Handling: Implement robust retry and error handling procedures

Security and Compliance​

  • Access Controls: Use least-privilege access for integration connections
  • Audit Trails: Maintain comprehensive logs of all integration activities
  • Data Protection: Ensure PHI handling complies with HIPAA and other regulations
  • Regular Reviews: Conduct periodic reviews of integration permissions and access