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This integration is supported for both SMB & Enterprise businesses.

Integrating Birdeye with Modernizing Medicine
User Manual - SUPPORT ARTICLE

Modernizing Medicine is an Electronic Medical Record Software application designed to assist physicians in collecting patient information with great ease. The application helps improve physicians' overall efficiency in collecting and storing patients’ diagnoses and ordering tests and prescriptions to prepare billing information.

Integrating Modernizing Medicine with Birdeye will automate the process of sending out review requests to patients on a daily basis.

Once Modernizing Medicine is integrated with Birdeye, patient information will be pulled from Nextech once daily from the list of completed appointments from the previous day.

Birdeye collects the first name, last name, email address, and phone number of your patients and automatically sends the review requests based on the preferences set within the Birdeye dashboard.

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Birdeye allows you to fetch data from your PMS using some predefined triggers. Here is the supported trigger for Modernizing Medicine:

Enterprise ID

Business IDs of all locations

Login to your Birdeye account, go to Left Navigation Rail and click on ‘Settings’. Once the new page appears, click on ‘Profile’ and select ‘Business Profiles.’

To view Location ID, hover over the ‘Status’ of location.

When a Modernizing Medicine client is ready to integrate with Birdeye, please send a request to practicesolutions@modmed.com. The Practice Solutions team will work through the process of enabling the integration and providing the required data points (Firm Url, Firm Username & Password) for go-live.

Sample email for your reference:

Hi Team,

We have one of our mutual clients, “Birdeye TEST”, who would like to integrate their ModMed CRM with Birdeye to benefit from sending review requests to their completed appointments. To integrate, we will need ModMed API, Firm URL prefix, ModMed Username & Password. I have looped in practice for authorizing the same. Please feel free and let us know if you need any further information from us or practice.

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Before you can integrate Modernizing Medicine with Birdeye, you will need to set up the following configurations on the integration support dashboard:

To set up native integration, we have an integration support dashboard, where we need to set up the integration and then follow these steps to complete the configuration.

https://integrations.Birdeye.com/sign-in/

The trigger is automatically selected as only one trigger is supported.

Note: To fetch information for all the triggers available using curl commands, use this command. To replace triggers, use this curl command.

Here; you can manage group-level properties, which will be applied to all locations under a CRM.

NOTE: Whichever property(Location ID or Practitioner ID) is selected will become mandatory at the location level. If not selected, by default, Location Id will be considered a Multilocation Property.

Note: This step will create a group for our integration. Alternatively, you can do it via curl commands.

For SMB accounts, you can access the curl command.

For Enterprise accounts, you can access the curl command.

For Single Location/Multi-Location Accounts, select the location from the drop-down menu and click on ‘Add.’

(In the case of Single Location accounts, it will give you only one option).

A drawer will appear on the right-hand side.

The Status, Frequency, and Next Runtime will be set by default. You can make the changes if required.

Override Group Properties: With this, you can override the properties added at the group level, specific to each location.

Click on ‘Next’ and click on ‘Save.’

NOTE:

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Before you can integrate Modernizing Medicine with Birdeye, you will need to set up the following configurations:

A business integration group is a configuration that supports the business hierarchy of individual businesses on the Birdeye platform. The common properties for all business integrations are entered at the group level. Setting up a business integration group allows you to associate multiple business locations with the Enterprise account. Below is the list of curl commands you will need to run to set this up.

Copy Curl Command:

Copy Curl Command:

Sample response: A sample response like this would appear after you run the curl command. The response will have the trigger name, description and ID. This trigger Id will be utilized while creating the integration group. Integration can have one or more triggers. To use more than one trigger, enter comma-separated values while creating the integration group.

Copy Curl Command:

Copy Curl Command:

Sample:

150- Group ID: A group ID will be returned in the sample response with the details of the existing triggers for a business.

Once the Integration Group is created, the next step is to create the Integration Mapping.

Copy Curl Command:

Copy Curl Command:

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Copy Curl Command:

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Copy Curl Command:

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While you are on the integration setup call, you will be asked for the names of the appointment types for which a review request would be sent. If you do not specify the appointment type id, then the review request would go only based upon appointment status.

For a multi-location setup, you will need to provide the modernizing medicine location ids corresponding to the Birdeye business location. To find the location id from the location name, use the above-mentioned curl.

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Sometimes, it happens the credentials entered were wrong during setup or have expired, so we receive 401 Unauthorized Error while running the Integration. As a result, Integration will be marked unauthorized. It will not run until the credentials are corrected and the business is authorized again, which involves the steps given in the below document.

Re-Authorise Document