Connecting to PointClickCare

Overview

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

This document will guide you through the process of connecting PCC to the Skypoint AI.

Prerequisite

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.

3. Enter the dataflow name in the Name text area.
4. Click Next.

The Choose connector page appears.

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.

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

The Configuration page appears.

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.

8. 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.

note

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

Item	Description
Purpose	Option to assign a purpose (Data or Metadata) for each table.
Data	Loads customer data
Metadata	Loads Metadata
File name	Displays the name of the file that you imported.
Entity name	Displays the imported table name by default. But you have the option to rename it later.

9. 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.

Item	Description
Name	Displays the name of the imported Dataflow.
Type	Displays connector type symbol.
Status	Indicates whether the data is imported successfully.
Tables count	Displays the number of tables imported.
Created Date	Displays date of creation.
Last refresh type	Displays the refresh value: Full or Incremental.
Updated Date	Displays last modified date.
Last Refresh	Displays the latest refresh date, which updates each time you refresh the data.
Group by	Option to view the items in a specific group. For example, type, status, tables count, etc.

2. Select the horizontal ellipsis under the Actions column and do the following:

If you want to	Then
Modify the Dataflow	Select Edit and modify the Dataflow. Click Save to apply your changes.
Execute the Dataflow	Select Run.
Bring the data to its previous state	Select Rollback.
Delete the Dataflow	Select Remove and then click the Delete button. All tables in the data source get deleted.
See the run history of the Dataflow	Select Run history.

note

You can view the error message for data import failures in the Dataflow under Run History > Description. Additionally, you can see the status, start time, and end time of the data pipeline execution.

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.