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athenahealth: Authorize and Configure the Integration
athenahealth: Authorize and Configure the Integration

Final steps to set up your athenahealth integration

Alex Loeb avatar
Written by Alex Loeb
Updated over 8 months ago

To get started with enabling the athenahealth integration on your Hint account, follow these steps:

Step 1: Authorize the Integration in Hint

  1. Navigate to Admin -> Integrations

  2. Click on the tab for 'Other Integrations'

  3. Select 'athenahealth'

  4. Click 'Enable Athena Integration'

Step 2: Authorize the Integration with athenahealth

  1. Next you must sign an Authorization & Consent form. Once signed access will be given by Athena within a week, but is usually with 2 business days.

  2. Hint's support team will reach out to you to let you know the integration is now enabled on your account. Please follow the steps below to begin the set up process.

Step 3: Enable & Configure the Integration in Hint

  1. Enable the integration by entering your athena tablespace/practice ID.

    1. (Note : This is available in your profile when signed in to Athena, as well as shown in the url when you are using the Athena web app.)

  2. Map Hint locations to your athena departments. If you need to add/edit locations in Hint navigate to Admin > Providers & Patients > Locations.

  3. Only patients assigned to a location in Hint will sync to athena. To require a location for each patient, navigate to Admin > Providers & Patients > Patients. Enable 'Track patients by location' and 'Require location selection for every patient'.

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5. Create custom fields in Athena and match them in Hint.

Here's how to create custom fields in athenahealth:

  • In athenahealth, go to Settings Cog (icon only) > Practice Manager > Custom Fields

  • Use the following suggested settings for each custom field. They field names can be customized to anything, but we recommend these settings:

6. Match Providers in Hint. If a provider isn't matched, the provider for a specific patient will not be synced between the systems.

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7. Depending on your workflow, you may want to disable patient creation from Athena. This means that only patients will be created and synced to both systems from Hint. However, patients manually added directly to Hint will still be matched or created in Athena and we will still sync record changes from Athena for linked patients.

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8. If you have patients already in Hint and have completed the steps above, please reach out to our team directly at support@hint.com and our team will take it from there!

If you have any additional questions please don't hesitate to reach out!

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