One EHR connection can work for more than one Motics agent. For each connection, you choose the agents that use it. Each agent can use one EHR at a time.
Before you start
Get the credentials for your EHR, for example your Cliniko API key. See Connecting Motics to Cliniko – Setup Guide or Connecting Motics to Nookal – Setup Guide.
Note: Phone Agent works only with Cliniko and Nookal. For other EHRs, Phone shows Not supported by this EHR.
Choose the agents for a connection
Go to Settings.
Select Integrations.
Find the EHR. The badges SCRIBE and PHONE show which agents the EHR supports.
Select Connect or Manage.
Enter or check the credentials.
Under Use this connection for, select Scribe, Phone or both.
Select Save.
Motics shows the EHR name followed by settings saved. The integration row shows Scribe connected, Phone connected or both.
Note: Each agent shows Connected or Not connected next to its name.
Switch an agent to a different EHR
If an agent already uses a different EHR, Motics asks you to confirm.
Open the new EHR with Connect or Manage.
Under Use this connection for, select the agent.
Select Save.
Read the message Replace agent connection?. It tells you which EHR the agent leaves.
Select Continue.
The agent now uses the new EHR. It stops using the old EHR.
Stop an agent using a connection
Open the EHR with Manage.
Under Use this connection for, clear the agent.
Select Save.
Motics keeps your credentials. If no agent uses the connection, the integration row shows Credential saved. You can turn an agent on again later without new credentials.
Remove the credentials
Caution: This disconnects every agent that uses this connection.
Open the EHR with Manage.
Select Remove credentials.
Read the message Remove Credentials?.
Select Yes, Remove.
If something goes wrong
Phone shows "Unavailable for this account". Phone Agent cannot use this connection for your account. Contact us in the chat.
You see "Phone Agent setup failed". Scribe can still be connected. Check the credentials. Then select Save again.
You see "Refresh the Cliniko API key before enabling Phone Agent." Enter a new Cliniko API key. Then select Save.
You see "Refresh the Nookal API key before enabling Phone Agent." Enter a new Nookal key. Then select Save.