Practice Management Sync app

The FYI Practice Management Sync App allows you to select your Practice Management Source. This ensures you will only synchronise data from your preferred source, perfect for when you're migrating from one Practice Management solution to another.

If you don't have a source selected, the next time a synchronisation occurs with your Practice Management solution an Alert will be displayed in Practice Activity. Refer to Practice Activity.

To select your preferred Practice Management Source:

  1. In FYI, click the Automation menu option
  2. Click the Apps tab
  3. Locate the Practice Management Sync app tile and click the Settings cog icon

    2738_Automation_App_Practice_Management_Sync_tile.gif
  4. In the Practice Manager drop-down, select your preferred Practice Management solution

    2739_Automation_App_Practice_Management_Sync_settings.gif
  5. Click Save
Was this article helpful?
0 out of 0 found this helpful