Karisma

Karisma 3.0 – Integration Setup

Moving Patient data from Karisma 3 to Foxo is just a few clicks away. We’ve outlined the process below. Let’s get started. On your desktop, log in to Foxo


Moving Patient data from Karisma 3 to Foxo is just a few clicks away. We’ve outlined the process below.

Let’s get started.

  1. On your desktop, log in to Foxo and select over your profile image (1) (top right)
  2. Click on “Integrations” (2)
  3. Click on “Add Integration”

Select the vendor you with to integrate with

You can give the integration a name (this is optional) and select a Team (optional too).

Optional: Selecting a Team lets you share a Patient directly to a clinical or clerical team on Foxo. Press “Select Teams” and start searching (eg “Bookings team” or “Concierge”)

Press the blue plus (+) icon next to the team. You can choose multiple.

Press the tick button, then "Submit"

The final and very important step is sending this “Unique API Endpoint” to your IT administrator or team. Press the Copy to Clipboard button, then press Done.

With the Unique API Endpoint copied, paste this into a new email addressed to your IT team (control + v for windows, command v for Mac) making reference to the Foxo integration

Once you hear back from your IT team that they have updated your profile, you will need to quit and re-open Karisma.

Using the Foxo integration in Karisma 3.0

To use the integration, simply navigate to your reports in Karisma. With a Report selected (pictured below) press “Push to Foxo” (1).

You can also do this directly from a Report by pressing the Foxo icon (2) shown below.

Once pressed, you’ll see a popup window that lets you send the Patient to yourself or to a Clinical Team. If you have followed a Team in Foxo (eg. Concierge service), it will appear in the dropdown.

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