Integrating Eyefinity APIs with Certified Partners

This section describes how to set up AcuityLogic to use with Eyefinity Patient Engagement certified partners (such as Solutionreach, Demandforce) and Bulk Data API partners (such as EDGEPro GPN Technologies). Once setup, your practice can send engagement campaigns to your patients using the tools provided by Patient Engagement Certified partners or your partner can use the Bulk Data API to capture a "snapshot" of your data for financial reporting and dashboards.

Topics include the following:

Verifying Administrators Are Properly Set Up


Do not create or set up user accounts for certified partners. Instead of creating users for partners, you can grant them access by logging into the partners authentication website and entering your login credentials. See below for more details.

To set up the interface for certified partners, please ensure users who authorize access to your data are administrators.

AcuityLogic creates an audit log each time an administrator gives a certified partner permission to access your data. Additionally, all appointments and engagement tracking information created by the partner is tracked and can be audited through a report.

  1. In AcuityLogic Admin, click Company and select Company Setup.

    The Company Information window opens.

  2. Click the Employees link for your company.

    The Company Employees window opens.

  3. Find and click the link in the Last Name column for the user account that will authorize the certified partner.

    The Employee window opens.

  4. From the Role Name drop-down list, select System Admin, and click Add.

    If the role you want to select is not available, add it to your company in AcuityLogic Admin.

    1. Click Company and select Security.

      The Security window opens.

    2. Click the Roles link for your company.

      The Company Roles window opens.

    3. Click the Edit link next to the role.
    4. Select the Active check box.
    5. Click Update.
    6. Click Return to close the Company Roles window.
  5. Click Save.
  6. To close the Company Employees window, click Return.
  7. Go to AcuityLogic BackOffice and verify you can log in using the account.

For more information, see Setting Up Employees.

Enabling Access to the Patient Engagement Interface

After administrators are set up to facilitate data transfer from AcuityLogic to Patient Engagement certified partners, they can give partners access to the Patient Engagement Interface. When a partner gets access, a user account with restricted access is automatically created for the partner.

  1. Go to the portal provided to you by the Patient Engagement certified partner. A Sign On window opens.

  2. Log into the portal by using the AcuityLogic account user name and password (as verified in Verifying Administrators Are Properly Set Up).


    When you log into the portal, you must append _pm_CompanyID_pm to your user name. For example, if your user name is jsmith and your company ID is 12345, enter the user name jsmith_pm_12345_pm. If you don't know your company ID, contact Eyefinity Customer Care.
  3. Select the information you want the Patient Engagement certified partner to access, and click Allow.

Disabling Access to the Patient Engagement Interface

To disable access to the Patient Engagement Interface, use one of these options:

  • Call Eyefinity at 800.942.5353 and request that we block the certified partner's access to your system.
  • If a System Admin user granted the API Partner access through the authentication process with their User ID, that user can change their password in AcuityLogic to disable the API partner access to the system.
  • Follow the instructions below.

To disable access to the Patient Engagement interface

  1. Go to the portal provided to you from the Patient Engagement certified partner.

    A Sign On window opens.

  2. Log into the portal by using the AcuityLogic account user name and password (as verified in Verifying Administrators Are Properly Set Up).


    When you log into the portal, you must append _pm_CompanyID_pm to your user name. For example, if your user name is jsmith and your company ID is 12345, enter the user name jsmith_pm_12345_pm. If you don't know your company ID, contact Eyefinity Customer Care.

  3. Select the information that you do not want the Patient Engagement certified partner to access, and click Don't Allow.

Troubleshooting Tips

When using the Bulk Data API, the data snapshots are stored in the \_SNAPSHOTS folder under a path similar to C:\inetpub\wwwroot\documents\_SNAPSHOTS based on your configuration. These files can be about 1MB per file/per office. Please monitor the\_SNAPSHOTS folder and archive as needed to ensure you have the storage space required.

If the Patient Engagement Interface is not working, check the following issues:

Issue Resolution

The password for the user account that you verified has expired.

Reset the password and re-enable access to the Patient Engagement Interface. See To reset an employee password or reset a locked-out user.

The user account you verified is inactive.

Select the Active check box for the user account in the Employee window.

The user account you verified no longer has the Security Setup or Company Setup setting assigned to it.

Select the System Admin role for the user account in the Employee window.

The Patient Engagement certified partner's portal is not working correctly.

Work with the certified partner to ensure that its portal works correctly and that all verified administrators can access it.

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