Integrations and Exporting
help with integrations and exporting
8 articles
- Integrations: Which Practice Systems We Connect To đź”—Which practice systems HappyDoc connects to, what each connection does, and where to go next.
- Cornerstone: Exporting Notes to Your Records ↔️How notes move from HappyDoc into Cornerstone, what needs to be set up first, and what to do if a note or appointment does not come across.
- Avimark: Exporting Notes to Your Records ↔️How the Avimark integration works, what we need from you to set it up, and how to check it's running. Once connected, your appointments sync into HappyDoc automatically and your…
- Impromed: Exporting Notes to Your Records ↔️How the Impromed integration works, what we need from you to set it up, and what to do if appointments stop arriving or notes stop exporting.
- Shepherd: Exporting Notes with the Chrome Extension ↔️In this guide, you’ll learn how to set up the Shepherd Chrome extension for writeback in HappyDoc. This allows you to configure export settings for your documents, and sync your…
- ezyVet: Exporting Notes with the Chrome Extension ↔️Sync your HappyDoc output with EzyVet
- Nothing Is Syncing or Exporting 🚨If your appointments have stopped arriving and your exports have stopped going out at the same time, that points at one specific thing. Here's how to check it and what…
- Avimark: New Patients Not Appearing 🔍If a newly booked patient is missing from your HappyDoc schedule, or the visit shows a blank patient, this is usually why, and there's a quick fix.