Catalyst Integration

Matching Clients and from Employees from Catalyst to AccuPoint

1. Go to https://setup.accupointmed.com/
2. Log in with the user credentials provided in the Catalyst Integration meeting, if you have not had the Catalyst Integration meeting please schedule a time with your onboarding manager
3. Once logged in to the setup site go to the “Datafinch Integration” button located in the left-hand menu
   
   
   
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5. You will see a button that says “Connect to DataFinch,” this will re direct you to DataFinch’s site where you would log in using your Admin Credentials. You will be prompted to allow data exchange between the two programs which you would need to allow.
   
   
   
6. After you have completed the previous step you will be re directed back to the setup site and you will see 2 new buttons
   
   
   
7. “Initial Student Setup” is for Students, “Initial User Setup” is for Employees.
8. Once you select either button you will see the following:
   • “Create all Clients” will create all clients in Accupoint that have not been auto matched by the program
   • “Create all Employee’s” will create all Employee’s in Accupoint that have not been auto matched by the program

• “Create New Client on Accupoint” will create a client entry in Accupoint.

1. “Create New Employee on Accupoint” will create an Employee entry in Accupoint.
2. The “Edit” option will allow you to match your Catalyst clients/employees with a client/employee in Accupoint. You will have a drop down that allows you to select the Accupoint client or employee.

2. Matching Notes
   1. Once the integration is enabled you will see a new button on your Accupoint homepage.
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  Show all Notes- All notes regardless if they have been matched or not
  Once you click the button you will see a new prompt where you can set the search criteria for notes pulled from Catalyst. 
  1. Unmatched Notes- Notes that have not been auto matched by the system or matched by a supervisor with access to these notes
  2. Matched Notes- Notes that have been matched by the system or a supervisor

1. Match Types
   1. Supervisor Match- A supervisor has manually matched this note
   2. Auto Match- he system has matched this note to a shift in Accupoint

• No Match- This shift has not been matched by a supervisor or by the system

1. Un Matched notes
   1. For unmatched notes there are 2 options
      1. Match to Accupoint shift- Allows you to match the note to an Accupoint shift. This will give you options to match this Catalyst shift to an Accupoint shift that is within 5 minutes.
      2. Create New Accupoint Shift- Allows you to create a new entry in the calendar
      3. 

• Creating Employee’s/Clients for Unmatched shifts

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• • For missing Accupoint employees or clients you have the option to create a new entry in Accupoint via this notes list
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