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Intro

Modernizing Medicine, Inc. (ModMed) is a software company that provides cloud-based practice management and electronic health records (EHR) systems for medical settings. ModMed’s software is designed to help medical practices improve patient care by providing clinical, financial, and operational solutions. Use Domo’s ModMed connector to pull your data about patients, appointments, slots, charge items, and so on from your ModMed system. To learn more about the ModMed API, see https://www.modmed.com/modmed-synapsys-api/. You can connect to your ModMed account in the Data Center. This topic discusses the fields and menus specific to the ModMed connector user interface. To add Data Sets, set update schedules, and edit Data Set information, see Adding a DataSet Using a Connector. Note: ModMed recommends running large dataloads during the off-peak hours. Running large dataloads during normal business hours may result in performance issues in ModMed, which could result in the ModMed team disabling the integration.

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Prerequisites

To connect to your ModMed account and create a DataSet, you need the following:
  • Environment
  • Username
  • Password
  • Firm URL Prefix
  • API Key
To obtain your username and password, submit a request to practicesolutions@modmed.com. The ModMed Practice Solutions team will work through the process of enabling the integration and will provide you with instructions to generate a username and password. To obtain the API key, send an email request to synapsys@modmed.com.

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Connecting to Your ModMed Account

ModMed uses OAuth 2.0 authentication. This section enumerates the options in the Credentials and Details panes on the ModMed Connector page. The components of the other panes on this page, Scheduling, and Name & Describe Your DataSet, are universal across most connector types and are discussed in great detail in Adding a DataSet Using a Connector.

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Credentials Pane

This pane contains fields for entering credentials to connect to your ModMed account. The following table describes what is needed for each field:

Field

Description

Environment Select the environment from the drop-down list.
Username Enter the username associated with your ModMed account.
Password Enter the password associated with your ModMed account.
Firm URL Prefix Enter the firm URL prefix.
API Key Enter the API Key.
Once you have entered valid ModMed credentials, you can use the same account at any time to create a new ModMed DataSet. You can manage connector accounts in the Accounts tab in the Data Center. For more information about this tab, see Manage Connector/Adapter Accounts.

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Details Pane

Menu

Description

Report

Select the ModMed report you want to run. The following reports are available:

Report Name Description

Account

Retrieves the outstanding balances for a Patient.

Appointments

Retrieves all appointments for a practice/firm.

Charge Items

Retrieves the billing and cost allocation within healthcare services.
Encounter Retrieves the encounters (visits) for a practice.
Patients Retrieves the patient related data within ModMed’s EHR System.
Slots Retrieves the available slots to book an appointment.
Patient Id Selection Criteria Select how you want to retrieve the patient’s accounts.
Patient ID Select the patient IDs for the report..
Appointment Types Select the Appointment Type for the report.
Date Filter Select the Date Filter for the report.
Date Select the dates for which you want to retrieve the data.
Duration Select the duration for the report (a Single Date, or a Date Range).
Report Date Select the report date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific Date Select the report date using the date selector.
Days back Enter the number of days back for which you want to fetch the data. Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
Start Date Select the report start date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific Start Date Select the report date using the date selector.
Days back to start from Enter the number of days back for which you want to get the data from (start day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.
End Date Select the report end date using relative or specific dates. Relative indicates the number of days from today or a specific date using the date selector.
Select Specific End Date Select the report date using the date selector.
Days back to end at The number of days back that you want to get the data to (end day). Specify either today or 0, yesterday or 1, or today-7 or 7 to get data for 7 days into the past.

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Other Panes

For information about the remaining sections of the connector interface, including how to configure scheduling, retry, and update options, see Adding a DataSet Using a Connector.