When reviewing referrals submitted through external integrations in Caredove, specific fields and visual icons help identify the source, method of submission and other relevant referral details. The information outlined below describes how integration-related details are presented within Caredove, including the relevant fields, icons, and reporting attributes.
Key Definitions
Key Definitions
Integration Account
This field identifies the name of the integration system or partner that submitted the referral to Caredove.
Send Method
Indicates how the referral was submitted. In addition to the existing "Online Submission" and other existing methods (see more details in the "Sent Method" section available here), the following values are shown:
Web launch integration with SSO: External integration partner launching the Caredove form through the API using Single Sign-On (SSO).
Web launch integration without SSO: External integration partner launching the Caredove form through the API without using Single Sign-On (SSO).
Direct integration without SSO: External partner submitting referrals system-to-system via the Caredove API without launching the Caredove form.
NOTE: The Single Sign-On (SSO) feature in Caredove lets you receive notifications and updates for referrals submitted through select external integrations directly in your Caredove account. To learn about availability for specific integrations and enable SSO for your account (if supported), please contact the Caredove support team for assistance.
Icons
Icons
In Caredove, referrals submitted through an external integration display an external integration icon and, in some cases, a warning icon in both the Inbox and Referral Details views, as described below:
The External integration icon shows when a referral was submitted through an external integration.
The Warning icon indicates when the requester is not a Caredove user account. This includes cases where:
The requester information is provided by an external system, OR
A user selects Somebody else instead of Me while completing the form.
Below are some example screenshots showing how these icons appear in Caredove.
Inbox Screen
Inbox Screen
External Integration Icon
Integration Account
Warning Icon
Referral Details Screen
Referral Details Screen
External Integration Icon
Integration Account
Warning Icon
Send Method
Reports
Reports
For the Inbound Referral Raw Data and Outbound Referral Raw Data reports available to your organization in Caredove, the following columns provide additional information about referrals submitted through an external integration:
Column Title | Explanation |
Sent Method | The method in which the referral is sent. Options include: "Online Submission", "Direct integration without SSO", "Web launch integration with SSO", "Web launch integration without SSO", and "Other". |
Integration Account | Indicates the name of the integration used to submit the referral, if applicable. |
Requester Name | For referrals submitted via an external integration without Single Sign-On ("Direct" or "Web launch"), the requester name comes from the external integration partner. |
Requester Organization | For referrals submitted via an external integration without Single Sign-On ("Direct" or "Web launch"), the requester organization comes from the external integration partner. |
Requester Job Title | For referrals submitted via an external integration without Single Sign-On ("Direct" or "Web launch"), the requester job title comes from the external integration partner. |
NOTE: For the Sender Name, Sender Organization, and Sender Job Title fields, the information will be blank when a referral is submitted through an external integration without Single Sign-On (“Direct” or “Web launch”).
If you have any further questions, please feel free to reach out to our Caredove support team for assistance.