Connecting third party Integrations

1. Go to Settings > Integrations menu..
2. Click on Integrations.
   

Twilio

1. To connect Twilio, click the Connect button on the Twilio card.
2. Enter the required details such as Account SID, Auth Token, and Phone Number.
3. Click Connect to save the configuration.
4. A test screen will appear where you can send a test message.
5. Once successful, the status will change to Connected.

Email Notification

1. To connect Email Notification, click the Connect button.
2. Sign in with your email account in the popup window.
3. Grant the required permissions.
4. The integration will be configured and the status will change to Connected.

Ring Central

1. To connect Ring Central, click the Connect button.
2. You will be redirected to the login page.
3. Enter your credentials and sign in.
4. Grant access permissions.
5. The system will automatically connect and update the status to Connected.

Google Calendar Sync

1. To connect Google Calendar, click the Connect button.
2. A popup will appear with sync options for appointments and availability.

1. Click Sign in with Google.
2. Login to your Google account and allow permissions.
3. The calendar will sync automatically and the status will change to Connected.

Microsoft Outlook Calendar Sync

1. To connect Microsoft Outlook, click the Connect button.
2. A popup will appear with sync options for appointments and availability.

3. Sign in using your Microsoft account.

4. Grant the required permissions.
5. The calendar will sync and the status will change to Connected.

Apple Calendar Sync

1. Click Connect on Apple Calendar.
2. A popup will appear with a subscription link.

3. Click Copy Link to copy the calendar URL.
4. Open Apple Calendar on your device. Paste the copied link and subscribe to the calendar.

5. Once subscribed, the Apple Calendar will be connected to the Vozo application and your appointments will be synced.

Zoom

1. To connect Zoom, click the Connect button.
2. If the service is not purchased, click Purchase, select a plan, and complete the payment.

3. If already purchased, sign in to your Zoom account and grant permissions.

4. The integration will be activated and the status will change to Connected.

Stripe

1. To connect Stripe, click the Connect button.
2. Sign in to your Stripe account.

3. Authorize access to complete the setup.
4. The payment integration will be enabled and the status will change to Connected.

Availity

1. To connect Availity, click the Connect button.
2. Enter your account credentials and verify the details.

3. The clearinghouse services will be enabled and the status will change to Connected.

H2H Digital Rx

1. To connect H2H Digital Rx, click the Connect button.
2. Enter provider credentials and verify identity.
   

3. Click Connect to enable digital prescription services.
4. The status will change to Connected.

Editing an Integration

1. To edit an integration, select the integration to open the configuration section. Update the required details and click Save. The system will automatically verify the connection.
2. To verify an integration, click the Verify button. Enter the test details and click Send Test. This confirms whether the integration is working properly.
3. To remove an integration, click the Remove button. Confirm the action to disconnect the integration. The status will change to Disconnected.
4. The integration can be enabled or disabled using the toggle option available on each integration card.
5. If there is an issue with the integration, the status will show as Error. Update the credentials in the configuration section and save again to resolve the issue.
6. The system also displays the last sync time and sync status for each integration. The system will automatically retry failed syncs.

Request Integration

1. The user can request the required integration by clicking on the Request Integration button.
2. Once the Request Integration button is clicked, a pop-up window will open.
3. The Provider Name and Email fields will be prefilled automatically.
4. The user can enter the message.
5. After filling in, the user can click on the Submit button to submit the integration request.