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Sync Providers and Facilities

In order for the Practice Fusion / CollaborateMD interface to work correctly, the CollaborateMD Customer number along with the Facility and Provider sequence numbers must be added to Practice Fusion. Follow the instructions below  to run the standard reports used to provide you with all the data (facilities, providers) needed to properly synchronization your Practice Fusion account with CollaborateMD.   

Note:
Users Access Level must be set to "Allow" for CollaborateMD Reports in order to run the Provider and Facility Listing Reports.
 In order to properly synchronize your account’s facilities and providers with Practice Fusion, you must know your customer number, facility names, unique facility sequence numbers, provider names, and unique provider sequence number.

Sync Providers

Follow the instructions below to run the Provider Listing report:

  1. Go to the Report section.
  2. Under Central Business Intelligence > Report Viewer, expand the Misc Reports folder.
  3. Double click on the Provider Listing report.
  4. Click on the OK button to run the report.
  5. Once the results are displayed you have the following options to populate this information within Practice Fusion:
    • Print the report.
    • Or cross reference the report displayed on your screen while you have Practice Fusion open. 

Now that you've printed your Provider Listing report, proceed to print the Facility Listing report. 

Sync Facilities

Facilities are not required to complete an Integration Request within Practice Fusion. If the payer you are submitting claims to require that Facilities are present on your Claims, please add these Facilities within CollaborateMD then run this report. For more information on how to add Facilities click here

If you don't need to add Facilities, please proceed in completing the Integration within Practice Fusion.

Follow the instructions below to run the Provider Listing report:
  1. Go to the Report section.
  2. Under Central Business Intelligence > Report Viewer, expand the Misc Reports folder.
  3. Double click on the Facility Listing report.
  4. Click on the OK button to run the report.
  5. Once the results are displayed you have the following options to populate this information within Practice Fusion:
    • Print the report.
    • Or cross reference the report displayed on your screen while you have Practice Fusion open. 

Now that you've printed your Facility Listing report you can now perform a Request Integration within Practice Fusion.