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      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.

      This page contains:

      The Setup

      How to use the Foxo Integration in Karisma 3.0

       

      Setup 

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

      Shortcut to your Integration setup: click here.

      4. Select the vendor you wish to integrate with (Karisma):

      5. Give the integration a name (this is optional). Eg. "My Karisma Integration"

      6. Choose one or more Teams.

      Adding a Team to the integration allows you to share a Patient or Case directly to the Team from your Karisma instance.

      7. Press Select Teams and start searching (eg “Bookings team” or “Concierge”)

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

       

      9. Press the tick button, then "Submit"

       

      ❗The final and very important step is sending your “Unique API Endpoint” (URL with numbers) to your IT administrator or team. Press the Copy to Clipboard button (pictured below), then provide this to your IT lead.

      Once your IT team has updated your profile, you will need to close and re-open Karisma.

       

      Using the Foxo integration in Karisma 3.0

      1. 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.

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

      4.