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Connecting to PointClickCare


PointClickCare (PCC) connector facilitates the secure transfer of patient information from the Electronic Health Record (EHR) system, ensuring patient data privacy and compliance with regulations. This enables healthcare providers to access and share important patient information across different systems, improving the quality of care and enhancing collaboration among healthcare teams.

You can connect the PCC to Skypoint Studio and perform various tasks such as data ingestion, unification, transformation, and enrichment to gain insights from the data. You can use Skypoint's built-in connector for importing data from PCC.

This document will guide you through the process of connecting PCC to the Skypoint Modern Data Stack Platform (MDSP).


You will need the following details to configure and import data using the PCC connector:

  • Client Id
  • Client Secret
  • Application Name
  • Organization Uuid
  • Certificate
  • Certificate Password (optional)

To import data using the PCC connector

Follow the below steps to create and configure a new dataflow for the PCC import connector:

  1. Go to Dataflow > Imports.
  2. Click New dataflow.

The Set dataflow name page appears.

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  1. Enter the dataflow name in the Name text area.
  2. Click Next.

The Choose connector page appears.

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Add PCC connector

  1. In the Choose connector page, select PointClickCare connector. You can use the Search feature to find the connector. Also, the PCC connector can be found under the Healthcare category.

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  1. Enter the Display Name for your dataflow in the text area.
  2. You can add a Description in the text area.
  3. Click Next.

The Configuration page appears.

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Connect to the PCC account

Log in to your PCC account using your username and password. If you do not have an account, you can create one by visiting the PCC website. Go to the PCC developer portal and register your application to use API. When an application is registered, you will get the credentials to establish configuration.

  1. Enter Client Id the unique identifier assigned to your application.
  2. Enter the Client Secret code assigned to your application.
  3. Enter the Application Name assigned to your application.
  4. Enter the Organization Uuid assigned to your organization within the PCC system.
  5. Upload the Certificate used in the SSL/TLS protocol to encrypt the communication between the client and server and establish a secure connection.
  6. If necessary, enter the Certificate Password associated with the client certificate.
  7. Click Connect.

Once the connection is established, you can use the connector to import data from a table in PCC.

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  1. In the Table details section, each table is identified by a row. Click the checkbox to select the table for import and use the dropdown to mark it as Data or Metadata.


In the Table Details section, by default, all tables are selected. You can mark only those tables that you want to import and process the data. For example, to import customer data, you can check those tables which contain customer information, such as name, email, address, and contact details.

PurposeOption to assign a purpose (Data or Metadata) for each table.
Loads customer data
Loads Metadata
File nameDisplays the name of the file that you imported.
Entity nameDisplays the imported table name. By default, it is an imported table name, but you can rename it later.
  1. Click Save to apply the changes.

After saving the connection, the PCC connector appears on the Dataflow > Imports page.

Run, edit, and delete the imported data

Once the table is imported, you can execute, modify, and remove the imported table from the Dataflow. Follow the below steps:

  1. Go to the Dataflow > Imports page.

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NameDisplays the name of the imported Dataflow.
TypeDisplays connector type symbol.
StatusIndicates whether the data is imported successfully.
Tables countDisplays the number of tables imported.
Created DateDisplays date of creation.
Last refresh typeDisplays the refresh value: Full or Incremental.
Updated DateDisplays last modified date.
Last RefreshDisplays the latest refresh date. This date will get updated whenever you refresh the data.
Group byOption to view the items in a specific group. For example, type, status, tables count, etc.
  1. Select the horizontal ellipsis under the Actions column and do the following:
If you want toThen
Modify the DataflowSelect Edit and modify the Dataflow. Click Save to apply your changes.
Execute the DataflowSelect Run.
Bring the data to its previous stateSelect Rollback.
Delete the DataflowSelect Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the DataflowSelect Run history.


You can see the error message corresponding to failure while importing data from a data source in the Dataflow under Run History > Description. Also, you can see the status, start time, and end time for the execution of the data pipeline.

Next step

After completing the data import, start the Master Data Management (MDM) - Resolve process to create a single, unified view of the data. With Skypoint MDM, you can ensure that your data is accurate, consistent, and reliable, making it easier to use for business processes, analytics, and reporting.