1. Support Center
  2. Onboarding
  3. EHR/Practice Management System Integrations

How to launch the Uprise EHR Integration with Optify

Follow these simple steps to initiate the Uprise and Optify integration.

Step 1: Please submit a support case within Uprise. This can be done from the "Help" section in Uprise.

Step 2:  Once this is complete the Uprise team will process the request and will link the data to your Optify account. This should take 1- 2 business days.

Step 3: When the request is complete, and data is synced, Uprise will provide you with a unique organization ID. 

Step 4. Send your organization ID to customersuccess@optifyonline.com and we will take care of the rest.