First Time and/or Full Contact Import

Modified on Mon, 20 Apr at 1:28 PM

Enabling the Prompt-Breakthrough Integration

Contact Prompt Support and request the Breakthrough integration
Once this request has been filled, log into Prompt EMR
Click Company in the left navigation menu
- If the user does not see this option in the menu, they like do not have admin-level user permissions. Contact the Prompt support team for assistance.
Click Settings in the top navigation menu

Scroll down to the Integrations section > locate BreakThrough PT Integration
- If this integration is not listed, please contact the Prompt support team.

Click Connect
A new tab will open where the user will be prompted to enter their Prompt username and password again

After entering username and password, the user will need to enter a six-digit verification code via Google Authenticator or a similar app

Importing Contacts

A new tab will open where the user will walk through the Breakthrough integration setup wizard:
Login modal: Enter Breakthrough username and password > click Submit

Permission modal: Check the box to confirm the user has permission from the imported contacts to send email and text message communication and agree to Breakthrough's terms and conditions > click Next

Location modal (Part 1): Select a Prompt facility to map to each Breakthrough location

Location modal (Part 2): Map Breakthrough's Free Screen and Initial Evaluation phase types to your preferred Prompt visit type.

Confirmation modal: Confirm the location listed is the correct receiving location > click Confirm
A new tab will open where the user will be prompted to enter their Breakthrough username and password
The user will be redirected to Breakthrough app > Location Settings where the integration will be visible under the new Integrations tab
- Important: There is no need to click the Import Data button, the contact import will begin automatically.

The job will take a few minutes to process; when it is complete, a confirmation email will be sent to the email on file for BOOM notifications.

IMPORTANT:

New contacts don't come over automatically. When you want to port over new contacts, click the Import Data button.

Demographic and phase updates to the records of already synced contacts will come over automatically.

Contact syncing from Prompt includes insurance information if available.

If you want to sync new contacts (for example, if you added a bunch more people to Prompt last month), you need to use the Import Data button to bring them over.

What comes automatically are demographic updates to already synced contacts or phase changes for already saved contacts.