Acuity Integration 02-20-24

requires Powerhouse Plan for API

Setup Webhooks in Acuity

Login to Acuity with admin access then go to Integrations -> Webhooks and add new webhook

Inside Webhooks, Add the new webhook as mentioned

Base URL: https://app.fxmedsupport.com/webhook/acuity-post/{practice_id_without_md-hq.com}

For example for fxmedadmin.md-hq.com practice the url will be following

https://app.fxmedsupport.com/webhook/acuity-post/fxmedadmin

After adding the url in the specified field, hit the Save Settings button.

Get API keys from Acuity

You’ll get User Id and API Key when you click on the View Credentials button. You need to add these in fxmedsupport app later.

Create Patient: This is an option that can be enabled to create patients inside cerbo when syncing appointments from acuity to cerbo. Like when an appointment is created inside acuity for a client and it does not exist as a patient inside cerbo then create it in cerbo if the checkbox is checked. DOB and Gender are required fields for a cerbo patient but not available in acuity as fields. So you can set default DOB and gender values that’ll be set for new patients created from acuity to cerbo sync.

Once you add a new acuity provider then you need to go to provider association from the left menu and make sure to refresh cerbo and acuity appointment types by pressing the buttons 

Provider Mapping

The calendar name inside acuity must match cerbo user/resource name for the acuity calendar to get synced to cerbo provider.

Appointment Types Mapping

Go to Provider Mappings from the left menu and select provider, association type(Acuity to cerbo) and click Create Association button. You’ll also be able to see the existing associations on this page

On Create Association you’ll be able to see Acuity Appointment Types on Left and a dropdown to select corresponding Cerbo Appointment Type on right.

Once you create an association for some appointment type. Now when that appointment type is scheduled on Acuity it’ll be created as corresponding appointment type in cerbo.

Fallback Cerbo Appointment Type

When this is set on the above screen. Then the appointment types that does not have any mapping added will be mapped to this appointment type in cerbo.

Note: If fallback appointment type is not added and appointment type mapping is not added for some appointment type then we try to send the same type name to cerbo that’s coming from acuity so if that name type exist in cerbo then it creates the appointment with that type otherwise that appointment is not synced to cerbo.

Acuity Zoom Integration

Whenever some appointment is created/updated on acuity we check if the appointment type has following keywords then the appointment is eligible for zoom link generation.

ZOOM

VIDEO

VIRTUAL

TELEMEDICINE

Every calendar on acuity can have some emails linked to them separated by ,. So we check all the emails added for the calendar and see if any of them has zoom integration setup with us. If yes then we create the meeting link on zoom and post back to acuity. But If not then we get the email of the user who created this appointment and see if this user has zoom integration enabled with us or not. If yes we create meetings on zoom and post back to acuity otherwise we ignore this appointment.

Note: Acuity has custom fields option for appointments. We post the zoom link to the field that has the name
Zoom Link.