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Draft description of custom patient button integration (#258)
* Draft description of custom patient button integration Joel requested I add this at this particular point int he README. Both the copy and the location of this information are drafts - any feedback on them is welcome! * Fix image paths * Separate user and integrator parts of the text * Embiggen the last section title This will prevent readers from getting the impression it's specific to the custom patient button section. * Move custom patient page info to its own guide * Finish writing a separate guide * Wording changes and typo fixes. Thanks for the review, Hagen! * Update screenshot to match current panel look * Attempt at relative image links
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Custom patient buttons | ||
====================== | ||
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Cliniko offers an additional integration option for applications that handle | ||
patient data. This allows users to open these applications directly from Cliniko | ||
and potentially synchronize information on a given patient as needed. | ||
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How it works for Cliniko users | ||
------------------------- | ||
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Users can add these applications in a settings page under | ||
Settings > Our clinic > Integrations: | ||
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 | ||
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This adds a new button to the Patient Actions bar for each patient: | ||
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 | ||
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Clicking on one of those buttons causes the user's browser to send a GET request | ||
to the corresponding URL, with a query string of `patient_id=<Cliniko ID of | ||
displayed patient>`. If the user is logged into the other application, they | ||
should be taken directly to that application's information screen about the | ||
patient with that Cliniko ID. If they're not logged in, they should be | ||
redirected to a login screen before they can see the patient information. | ||
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How it works for integrators | ||
------------------------- | ||
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If you want your application to integrate with Cliniko in this way, it should | ||
have an endpoint prepared to receive GET requests from browsers with the query | ||
string above. Requests made by unauthenticated users should be redirected to a | ||
login screen. Once the user is authenticated, your application should display | ||
the information it has about the patient whose Cliniko ID was included in the | ||
request. If you also integrate with Cliniko via its API, you can have your | ||
application update its information on that patient via the API at this point. | ||
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Once your patient integration endpoint is ready, please get in contact with us | ||
so we can add its URL to our list of approved applications! Once that's done you | ||
should be able to publish this URL to your users so they can add it to the | ||
config panel shown above and use the integration. |
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