Quick connect
Approve the connection in the hospital workspace.
- 01
Start in CRM
Open Settings → Integrations → PeopleTide HMIS and choose Connect PeopleTide HMIS.
- 02
Sign in to HMIS
The approval flow preserves the request while an administrator signs in.
- 03
Choose locations
Review the CRM workspace and select the hospital locations the connection may use.
- 04
Approve capabilities
Read access is the baseline. Registration and appointment changes require explicit approval and hospital terms.
- 05
Return and verify
CRM stores the managed credential, discovers capabilities, checks the webhook subscription, and begins synchronization.
Patient boundary
Identity and authorization remain separate.
A phone number can identify a conversation but does not select or authorize a patient. Patient-facing reads and writes require the secure verification flow, an exact patient match, and a live grant from HMIS.
Workflow tasks
Adopt the supported task templates.
- Identify provider.
- Retrieve provider schedules.
- Doctor availability and appointment enquiry.
- Verify patient identity.
- Read active membership benefits.
- Request appointment callback or create a support ticket when the workflow needs a person.