This is the fastest and easiest way for you to onboard customers. In order to use automated processes to smooth the way for practices to set up the Synchronizer, set up the following processes in your app.

1. Program your app to exchange Practice details for a Synchronizer set up link.

You can program your app to set up an Institution within NexHealth using the details provided to you by your customer, and receive back a Synchronizer set up link for your customer. If you (the developer) have access to this data (name, zip-code, website, office manager/IT admin's email) we recommend passing it in via the API, because it creates less steps/work for the Practice user. However, you don't need to collect these details in your app. If the you don't pass us this info, we'll just ask the practice to provide it to us.

2. Automatically send the Synchronizer set up link to your customer.

Program your app to automatically email the setup link to the practice or embed the link in your app. Then, the practice will take it from there!

This method will work, but is more time-intensive for each onboarding.

1. Enter the Developer portal and select Institutions.

2. Select Create institution

3. Add the company's name, and click Next.

Optionally, you can also add the company's zip code and website (if you do not enter them, the practice will have the opportunity to enter these details when they follow the setup link).

4. Click Copy to copy the setup link provided.

5. Send the setup link to your customer.

Instruct the customer to click the link and follow the instructions.

(Optionally, you can click the link yourself and go through some of the setup process yourself.)

1. The setup will ask if you're on the office's primary (server) computer.

• If they click "yes," they'll continue to the next step.
• If they click "no," they'll see a screen asking them to share the link with their IT manager or open the link on their server computer.

2. The practice will click Download.

3. The practice will then run the .exe file.

They will enter their product key when prompted. This may take 10-30 minutes to complete.

4. The practice will select which location(s) to grant access to, then click Continue.

With that, the setup will be complete! They'll receive an email confirming the setup.

1. The practice will create an admin user that only the Synchronizer will use.

This will vary based on EHR. See more detailed user setup instructions by EHR.

• Denticon Credentialing.

• eCW Credential Provisioning.

• Athena credential provisioning.

• ModMed credential provisioning.

• Cloud9 credentials.

• Dentrix Ascend credential provisioning.

• NextGen Office credential provisioning.

  
  

  2. The practice will enter admin user credentials in the practice-facing setup UI.

  
  

  3. The practice should then download the appropriate Chrome extension on all computers using the EHR.

  With that, the setup will be complete! They'll receive an email confirming the setup.

1. The practice will enter the number of locations to set up.

2. The practice will schedule a setup time with NexHealth.

They will then receive an email confirming the setup.