How to Set Up the BIRD Integration in Clinicminds
The BIRD integration with Clinicminds allows you to sync patient data, streamline communications, and automate various workflows for a more efficient practice. This guide walks you through setting up the integration step-by-step.
Step 1: Set Up BIRD Integration in Clinicminds
Step 1: Set Up BIRD Integration in Clinicminds
Navigate to Integrations
In Clinicminds, go to Menu > App Settings > Integrations.
Select BIRD and click Get Started.
Register a BIRD Account
Ensure you have registered a BIRD account. Mark this step as completed if you've already done it.
Create Access Key for Clinicminds
To allow Clinicminds to access certain data from your BIRD account, go to the BIRD dashboard and create an access key.
Click Add New Access Key.
Name it, e.g., "Clinicminds Integration," and set the role to Workspace Owner.
Save the key, copy the access token, and paste it back in Clinicminds.
Specify BIRD Workspace ID
In BIRD, navigate to Workspaces. Copy your workspace ID and paste it into Clinicminds.
Click Save; you should see a "Token successfully validated" message.
Grant BIRD Access to Clinicminds
Copy the token provided by Clinicminds and go back to BIRD.
Under Clinicminds Integration, click Install Clinicminds.
Provide a name for the connector, specify the Clinicminds account URL (e.g., app.clinicminds.com), and paste the token.
Click Install to complete the integration setup.
Step 2: Verifying the Integration
Step 2: Verifying the Integration
Once both tokens are entered, the integration becomes active on both sides.
In BIRD, go to Customer Service > Contacts to verify that contacts from Clinicminds have been synced. (You will see contact details like name, email, phone number, address, and other attributes synced from Clinicminds.)
Step 3: Using the BIRD Integration
Step 3: Using the BIRD Integration
Sync Patient Data
Patient data from Clinicminds, including name, contact details, and more, is automatically synced to BIRD.
This data can be used for targeted marketing campaigns or communication workflows.
Quickly Access BIRD from Clinicminds
In the patient profile within Clinicminds, a new Open in BIRD button will appear.
Clicking this button takes you directly to the patient's contact profile in BIRD, allowing you to communicate via email, SMS, or WhatsApp.
Step 4: Automate Workflows with BIRD and Clinicminds
Step 4: Automate Workflows with BIRD and Clinicminds
Create Custom Workflows
BIRD allows you to automate processes using triggers and actions. You can set workflows to activate based on events like a patient appointment being scheduled or a patient visiting the clinic.
For instance, you could create a workflow to send a follow-up message after an appointment.
Combine Actions from BIRD and Clinicminds
You can use triggers from Clinicminds, such as "Appointment Scheduled," to initiate workflows in BIRD.
Example: When a patient sends a WhatsApp message, you can use BIRD to find their next appointment in Clinicminds and send a reply accordingly.
Recap: Key Benefits of the Integration
Patient Data Sync: All patient data from Clinicminds is synced to BIRD for easy communication.
Quick Access Button: Open patient profiles in BIRD directly from Clinicminds with one click.
Automated Workflows: Utilize triggers and actions from both Clinicminds and BIRD to create automated workflows that enhance clinic efficiency.