Part 1: Activating the integration
Facility needs to login to PCC and open the integration page like this
Single community User: Home > Marketplace > Manage Integrations.
Multi-community User: Management Console >Home > Manage Integrations.
Click “activation request”
The application name is “Omnivers”, complete the form and click “submit”
(you can deactivate in the same place by clicking “Deactivation request”)
If you cannot see “Manage integrations” in your menu;
Single community User: Admin > Setup > Security Roles.
Multi-community User: Management Console > Standards > Financial Management > Security Roles.
find “Authorized Vendor Application Purchaser” in the list and click “users”
Find your user and click save.
Part 2: Setup to Post Notes to PointClickCare
Click on the CLINICAL tab.
Click on the SETUP section under OTHER
Put progress in the search bar
Click on Progress Note Types
Click on the New button
In the description box put Omnivers
For the Template option choose Narrative
Click save.