Alternate Profiles with AdvancedMD Integration – Mend Knowledge Base

Scope and Expected Behavior

This functionality is built and designed for a workflow where appointments are scheduled in Mend via triage using a state selection.
Appointments will then be sent to AdvancedMD via integration and assigned to the Alternate Profile in AdvancedMD with an address in that same state.
If an appointment is scheduled in Mend without state selection (for example: scheduled in C alendar View via Single Page Booking where state is bypassed rather than via the Full Scheduling Process triage where state is selected), the appointment will go to the provider’s Primary Profile.
Updates to appointments in AdvancedMD will import via integration, and be reflected on the associated Provider’s schedule in Mend.
Provider Alt IDs will automatically sync nightly from AMD -> Mend
When a provider adds their state in Mend, it will display the Alt ID to verify it is synced. If the state is added prior to the Alt ID being synced, it will show the message: “Alternate Profile ID not set. It may take up to 24 hrs to sync with AMD. In case of urgency, please reach out to your Mend Implementation Specialist”
If an appointment is booked prior to a provider's AMD Alt ID being synced to Mend, the export record (Mend -> AMD integration message) will fail. Once the provider’s Alt ID is synced overnight, the integration message can be reprocessed in Mend under the Integrations dashboard and the appointment will sync to AMD (see section below: Reprocessing)

All scheduling through Mend triage
- Patient, Provider, and Staff workflows
Only one alternate profile per state per provider
Only one provider object that these profiles are registered to- cannot be under separate providers
In Mend, the PRIMARY profile code needs to be mapped to EMR ID
Only one scheduling column should be set up in AdvancedMD per provider in Mend
- The provider's column in AdvancedMD needs to have the "Default Provider" set to the PRIMARY profile
If a provider is only enabled in one state, they will not have Alt IDs

System Settings > Providers/Groups > Providers

All providers should have a default profile present in the table with an associated address
The address state field determines which state this profile belongs to

Default profile for Provider Miller, Alex

Under “Alternate Provider Profiles” directly beneath the table, double clicking on the profile row pulls up the edit modal for the alternate profile
- Each alternate profile must also have a non-null address with a unique state value for each profile

Viewing Alternate Profiles

Alternate Profile set to a unique state

System Settings > Appointments > Scheduler Setup

Providers should only have one scheduling column in AdvancedMD, and the Default Provider on the column should be set to the provider’s Primary Profile

Provider EMR ID (chart ID) should always be mapped to the Primary Profile code from this setup page
- E.g. “MILLER” from the example above will be Provider Alex Miller’s EMR ID

The states a provider practices in will need to be added to the provider as well, and if there is an associated alternate profile in AdvancedMD, the backend ID will display beneath the state selection
*Note a 24 hour delay on newly added profiles in AMD showing in Mend since these will sync automatically on a nightly basis

Mapping new providers for integration will handle the backend setup beyond the EMR ID
Alternate profile IDs will sync nightly by export from AMD → Mend

Mend Integration Dashboard > Outbound

Any error in the Outbound section that fails for a missing mapping and indicates “Please Try Reprocessing in 24 hours” can be retried from the Integration Dashboard by an Admin
- Navigate to the Actions dropdown, and try Reprocess after the requested waiting period