How to integrate your EMR with Settrax

Integrating your EMR (EPIC, Cerner, or other) with Settrax, to automate vendor communication and case scheduling, is a six-step process:

1. Consultation - A call will need to be scheduled between your facility's perioperative business manager, SPD manager, and a Settrax consultant. The call will go over the feature set and what is required to integrate the two software's. This will include a discussion on pricing, process, and if you would like to move forward with the integration.
2. Planning - If you choose to move forward, a second call will be scheduled with you and your EMR (EPIC, Cerner or other) administrators to discuss the next steps. We will inform your EMR admins of our integration process, required data, and create a reasonable integration timeline.
3. Development - Settrax project managers and their development team will work with your EMR technicians to receive the required data as a recurring CSV export and then connect it to the Settrax database.
4. Implementation - The Settrax development team will then connect your EMR data stream to our development site that we use for testing.
5. Testing -The Settrax team, with your help, will then test scheduling cases with your EMR data and make sure text and email notifications are being successfully sent to vendor users.
6. Deployment - Lastly, Settrax will make the EMR integration live by connecting it to your facility in Settrax. This is when you will see EMR created cases populating in your Settrax schedule. We will then schedule Webexes to train your staff on how to utilize the new feature set.

To start this process, please have your perioperative business manager or highest administrator reach out to Settrax to discuss adding this feature set. To do this please email: support@settrax.com requesting an EMR Integration Webex.

If you have further questions on this article or to learn more, please contact support at support@settrax.com. We're here to support your success!