EMR Integration Setup (Non-WellSky)

Introduction

Note: This setup process is only relevant for non-TeamEngage customers. If you're using TeamEngage, your data syncs automatically - you can skip this entirely.

Welcome to the first step of setting up Zingage, integrating your employee data from your EMR system. This process will automatically sync all your caregiver information, so you won't need to manually enter employee data. Completing this integration is crucial as the rest of the platform stays locked until your employee data is connected!

Before You Start

You'll need admin-level access to your EMR. If someone else on your team manages logins, loop them in before you begin. You'll be creating a new user as part of this process. We recommend having two tabs open, one with your EMR, and one with Zingage as you will be toggling back and at some points.

Step 1: Start the Integration in Zingage

1. Login to Zingage via the automated invite link you received via email

2. Once on the home page, under 'Basic Setup' click Integrate Employee Data

1. Then click Connect EMR System

3. Select your EMR from the list (e.g., AxisCare, AlayaCare, etc)

Step 2: Choose Your Connection Method

You have two options for connecting your EMR

• Option A - Service Account (Recommended): give Zingage a dedicated login in your EMR to read employee data (visits, scheduling, shift status, etc.). This is the option most agencies use, and the one this article covers moving forward.

• Option B - Use My Own Credentials: connects using your personal AxisCare login.

If you choose Option A, please follow the steps below:

Before Zingage can connect via service account, you'll need to add Zingage as a user inside your EMR.

1. In AxisCare for example, this would require the below. Go to Admin > Users

2. Click Create New User (or Create Admin, depending on your setup)

3. Fill in the new user's details:

• Email: Use the email address provided in your Zingage setup guide

Trouble Finding the Email? Expand this dropdown ↓

• Go back to Zingage

• If you're still on the below page, click 'Continue'

• Copy the email in the area shown below

• Paste it to your new user details in your EMR

• Name: Zingage Service Account

• Type: Administrator

• Mobile Number: Not Required

• Password: This can be a simple password you set yourself (it isn't shared with caregivers or used elsewhere)

4. Click 'Save' to save the new user account

If you choose Option B: Use Your Own Credentials (Quick Setup) - please follow the steps below

• Click "Use My Own Credentials"

• Click "Continue"

• Enter your login information:

  • Username/Email: Your existing EMR login

  • Password: Your existing EMR password

  • Login Portal Link: The subdomain you use to log into your EMR

• Don't worry - everything is encrypted and secure

• Click "Mark Done"

Step 3 (if you chose Option A): Back in Zingage

1. Check the box to "Confirm you created a Service Account"

   

Enter the service account details of the new account you just created in your EMR

• Email: The service account email you just added

• Password: The password you created during account setup (from the steps above)

• Login Portal Link: Your EMR's login subdomain/URL

  

• API Key: For AxisCare (and likely AlayaCare) users, you'll need to create an API Key to allow Zingage secure access to your EMR.

You can generate the API Key by following these steps ↓

• Go back to your EMR system

• Click Admin

• Click API Tokens

• Click Create New Token

• Set the expiration date as far out as possible (e.g. Dec 31, 2035)

• Set data permissions as prompted, give the account Read Access for all listed items

• Create the token, copy it right away, and paste it into Zingage (the token will look something like this: axc_7f3kL92mQx8zP4tR)

After pasting the API Token into Zingage, click "Mark Done" at the bottom

From there, you should be prompted with a page letting you know you may get an email when the integration is complete where you can click 'Got it!' and then you will be brought to the below confirmation page.

You're Done! 🚀

What Happens Next

• Over the next few hours, Zingage will begin pulling data from your EMR

• All your caregiver data will automatically sync into the system

• You'll see your employees appear under "Company > Employees" in the "Not Invited Yet" section

• This sync happens automatically going forward - new hires will appear in Zingage within 24 hours

Why This Step Matters

This integration is what makes Zingage powerful - it automatically tracks caregiver behaviors like:

• Visit attendance

• Clock-in/clock-out times

• Mobile vs. manual clock-ins

• Work anniversaries and milestones

Once this step is complete, you're ready to move on to connecting your team and setting up your rewards wallet.

Need Help?

If you encounter any issues during this setup, contact us by filling this form or emailing us at kathy@zingage.com and we'll help you get connected.