Overview
Connecting a facility's PointClickCare EHR to Omnivers takes two parties:
Your practice submits a connectivity request so we can track the connection and tie it to your account.
The facility administrator completes the activation inside their own PCC portal.
The sections below are ordered, and the facility sections can be forwarded on their own.
Start here: submit your connectivity request
Done by the practice
Before the facility begins anything in PCC, submit a request so we know the incoming connection belongs to your practice. This also gives you visibility into the connection progress.
In the chat bot, scroll down to Create a ticket.
Select the Facility EHR Connectivity Request ticket type.
Complete the required fields: Name of Facility and Facility EHR.
Click Create ticket.
That is all you need to do on your side.
Understanding your ticket status
Your ticket moves through three stages:
Status | What it means |
Waiting for Facility | We are waiting for the facility staff to initiate the connection request in PCC. |
Waiting for Vendor Approval | We are waiting for the EHR to complete the connection process. |
Facility is Live | The process is complete and you can access the facility data in Omnivers. |
Activating the integration in PointClickCare
Done by the facility administrator
Before you start: you need the Authorized Vendor Application Purchaser security role to see the Manage Integrations menu. If you do not see that menu option, add the role first:
Open Security Roles:
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.
Once the role is in place, activate the integration:
Log in to PCC and open the integrations page:
Single community user: Home > Marketplace > Manage Integrations
Multi community user: Management Console > Home > Manage Integrations
Click Activation Request.
Search for the application name Omnivers, complete the form, and click Submit.
Setting up note posting to PointClickCare
Done by the facility administrator
This step allows Omnivers to post progress notes back into PCC.
Click the Clinical tab.
Under Other, click Setup.
Type progress in the search bar.
Click Progress Note Types.
Click New.
In the Description box, enter Omnivers.
For Template, choose Narrative.
Click Save.
If Omnivers is already connected to this facility
If we already have an active connection to the facility, we cannot extend access to your practice without written permission from the facility. The facility contact must send a formal authorization to [email protected].
Template for the facility contact to send:
To: [email protected]
Subject: Authorization for [Practice Name] Access – [Facility/Organization Name]
To the Omnivers Integrations Team,
This email serves as written confirmation that we authorize [Practice Name] to access our facility's data within the Omnivers platform for the following facilities:
Please provision the appropriate access on our behalf. If any additional information is required, please contact me directly.
Need help?
Reply to your connectivity ticket or reach out at [email protected].