Set up and Activation
To enable Sweetfish Assist Integration with Provet, you need administrator permissions.
- Activate the integration.
- Go to Settings > Integrations > Open API Access.
- Select the Add Application button.
- In the Add application dialogue box, select Revenue Retriever.
- Select Save. API credentials are sent to Sweetfish Assist and a virtual user named 'Integration Revenue Retriever' is automatically created for permission management purposes.
- Assign permissions.
- Go to Settings >Permission groups > Revenue-Retriever. Select the three dots and Permission settings from the menu. The Permissions for Group dialogue opens.
- Add the following permissions for the group:
- General: Patients and clients, Consultations and its items
- Financial: Invoices
- Profile: User profile page
- Settings: Clinic location settings, Items
- Select Save.
From here we will have what we need to get the system set up - The client engagement team will then reach out and let you know how things are progressing