Connecting your clinical system to Evergreen Connect

The below steps will allow Evergreen Connect to integrate with your clinical system, allowing the system to populate patient demographics; this will improve clinical safety and reduce the workload of the healthcare professional using the service. The steps must be undertaken by someone in the practice with full admin rights.

Step One – Create a dedicated user 

This user is intended for the sole use of the API interface and no person should be given the capability to log in. No-one should be given the password. 

1. Log into your EMIS account.

1.1. Go to Configuration -> Organisation Configuration 

2. Add -> New User 

2.1. First screen 

Change title, name, gender to Mr Evergreen Connect - Male

Add the practice manager’s email address.

Username – Evergreen

Password – Set a complex password and do not disclose it to anyone; keep it temporarily for the next step. 

2.2. Second Screen – populate with the below. For any not mentioned, please leave blank or as default.  

Job category – General Medical Practitioner 

Appointment Session Holder, Consulter – No 

User Mnemonic ‘EG’ – or other if you prefer, not critical. 

Other Role section options to ‘No’ or empty. 

Contractual relationship – Employed by Practice 

Contract Start Date – Today 

Contract End Date – leave blank 

Professional number – leave blank. Ignore the warning about these upon filing. 

2.3. Third Screen (Languages) 

Leave blank 

2.4. Fourth Screen (User Role Profiles) 

RBAC Role – Clinical Practitioner Access Role 

2.5. All other screen – leave unpopulated/accept defaults. 

Step Two – Activate Evergreen Connect

1. Go to EMAS Manager -> Partner API (tab on bottom left).

2. Find the Evergreen Connect application in the left column – Note the name may differ slightly but should begin with ‘Evergreen’

3. With that highlighted click Edit Users (top row third from left). 

4. Find the user you created above and check the box next to their name.

5. Enter the password you created above. 

6. Click ‘OK’ 

7. Click ‘Activate application’ (top left).

Your interface should now be configured.  You may find that you need to restart any devices that are currently logged in with Evergreen Connect. To do this, right click the Evergreen Connect widget and click ‘quit’.