EMR Integration Setup

Last updated: October 1, 2025

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 step 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 any employee data.

Step 1: Access the Integration Setup

  • Click on "Connect EMR System"

  • You'll see a list of supported EMR systems

Step 2: Select Your EMR System

  • Click on your EMR system (e.g., AxisCare, WellSky, AlayaCare)

  • Note: This process is the same for all EMR systems - we'll use AxisCare as an example

Step 3: Choose Your Connection Method

You have two options for connecting your EMR:

Option A: Use Your Own Credentials (Quick Setup)

  • 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"

Option B: Create a Service Account (Recommended for Security)

Think of Zingage as a new team member - like an additional care coordinator or scheduler that you're adding to your system. Just like onboarding a new employee, we need access to reports and caregiver information.

In Your EMR System:

  1. Go to your EMR's administrator/user management section

  2. Click "Add New Administrator" or "Add User"

  3. Fill in the details:

    • First Name: Zingage

    • Last Name: Service Account

    • Email: [Use the email provided in your setup guide]

  4. Set permissions - give the account caregiver and visit read access to your data

  5. Save the new user

  6. Important: Depending on your EMR system, you may receive an email to set up the account and create a password for this new user. Complete this setup if prompted.

Back in Zingage:

  1. Check the box to "Confirm you created a service account"

  2. Enter the service account details:

    • Email: The service account email you just created

    • Password: The password you created during account setup (from step 6 above)

    • Login Portal Link: Your EMR's login subdomain

  3. Click "Mark Done"

What Happens Next

  • Over the next few hours, Zingage will begin pulling reports 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.