How to connect Revolution with Optify

Follow these simple steps to connect Revolution and Optify.

In order to set up the integration you will need to create a "User" for the Optify customer success team. We need specific access to certain modules, please follow the directions below:

Step 1: Create a User Role

• Go to Admin 
  • Employees / Roles
    • User Roles
• Create a new user and name it "Optify"
• Access Permissions
  • Inventory Module
    • Check "View Inventory"
  • Patient Module
    • Check "View Patient"
  • Reports Module
    • Check ALL options
  • Schedule Module
    • Check "View Schedule"
      
      

Step 2: Create Optify Employee

• Create Employee
  • Username = "OptifyPractice" (Please make sure the username does not have any special characters) 
    • ex. "OptifyLakeline"
  • Password can be randomly generated 
• Go to Users Roles
• Check "Optify" as the employee role
• Please make sure the Employee you create has access to your location or locations you have listed in Revolution 

Please send username and password to launch@optifyonline.com.