Feature overview
Automated User Pairing
When a client admin opens the scheduling or messaging integration pages, Solo® users will be automatically paired with users from the client’s scheduling/messaging tool. This automation simplifies the process of managing user relationships and ensures accurate pairing.
Note: If the user used a different email address, or Auto-Merge is otherwise not working, you can make a pair manually. See page 12 for more information on manual pairing.
Scheduling and Messaging Integration
Column displays which integrations each user is configured for. This provides a clear overview of user settings.
Integration pages support the National Provider Identifier (NPI) for pairing users ensuring more accurate and reliable user pairing.
Each user entry on the TigerConnect and QGenda Settings pages includes:
- A date, time and time zone stamp indicating the last time the entry was updated or revised.
- The full name of the user for better identification and management.
- The users email and/or NPI number.
User Tabs separate paired and unpaired users. This allows client admins to easily switch between views and manage users effectively.
Manual User Pairing for TigerConnect and QGenda
Preconditions
- The users exist in the clients TigerConnect and/or QGenda applications.
- The users have been assigned to a task (schedule).
- A Solo® Practitioner Admin or Practice Admin user role is required to pair users.
How to pair users manually
- Navigate to Users Profile > Practice Settings > QGenda Settings or TigerConnect Settings
The integration of Solo® and TigerConnect/QGenda will automatically display users from both applications that have the same unique email address. If the user used a different email address, or Auto-Merge is otherwise not working, you can make a pair manually.
- Select two users to pair manually > Pair Manually
The Paired users will then be displayed under the “Paired Users” section of the page. The paired user(s) can then be added into an escalation policy/path.
Note: If a client admin makes a change to their scheduling application, then they can click on “Synchronize with the External System” to manually sync any recent schedule changes. Clients external scheduling application will be automatically synced with Solo® every 10 minutes.
Screenshot of paired users.
P/N PL016214.A