Genie Integration (Beta)

Introduction

i-scribe can integrate with Genie for a seamless workflow. Here are the features you can expect:

• Sync patient list: automatically sync appointment time, patient name and date of birth into i-scribe, reducing the need for administrative tasks
• Send letters to Genie (coming soon): automatically transfer your i-scribe letters to Genie for a more efficient workflow

The i-scribe integration with Genie requires configuring your Genie server and installing software (the i-scribe agent) on it. If you are not comfortable doing this yourself, please contact your IT support. To ensure that your IT Support Team can proceed with the steps quickly and efficiently, please go through all the steps in the Preparing for Installation section.

Practice Manager Steps - Preparing for Installation

Getting your i-scribe Integration Credentials

Practices that have registered via our "Early Access Program" will have their credentials sent via email. 

For others,  please contact us either via the website or by emailing support@akuru.com.au and our team will reach out to you. Please put the following information in your email:

• Genie Integration Interest
• Name of your Practice
• Name of your Practice Manager, and a trusted, secure email address for your Practice Manager to receive the credentials

We'll send you a secure URL containing the credentials which can only be opened by the email that you specified. Once you have received your integration credentials, please store them safely. Integration credentials are used to authenticate the i-scribe Genie Agent to write data from your Genie server to the i-scribe website. The credentials should include a Client ID and a Secret Key.

For security purposes, store your credentials safely and never share them with an untrusted party.

Prepare Configuration Information

Preparing the configuration information ahead of time can make the setup process faster and easier. The i-scribe Genie integration requires the following information:

• Emails of i-scribe users
• Names of i-scribe users within the Genie system
• A dedicated Genie User profile, created by the Administrator (required for i-scribe to access Genie data)

We've prepared a form where you can fill in all the prerequisite data for installing the i-scribe Genie integration. Please fill this form for your IT provider for a seamless setup experience.

Download the form here.

Installing the i-scribe Genie Agent on the Genie Server

i-scribe Genie Agent

The i-scribe Genie agent runs locally on your Genie server and will sync data between i-scribe and Genie every minute. Once configured, it can run in the background minimised to the system tray. Download the i-scribe Genie agent here: https://api.k.i-scribe.ai/v1/genie-agent/download/windows/

Creating a Genie User

A genie user (the i-scribe Genie user) is required for i-scribe to access the contents of the Genie database. While you can use any user with the correct access, it is recommended to create a separate Genie user for the i-scribe integration. This does not require an extra Genie license as Genie licenses are based on the number of connections, not users. You can view instructions for creating a Genie user here.

Please save the username and password credentials of the i-scribe Genie user as this is needed for the next steps.

ODBC driver

To enable the i-scribe Genie Agent application to connect to the Genie 4D database, install and configure the 4D ODBC driver and create a Data Source Name (DSN) by following these steps:

1. Download and install the 4D ODBC driver:

   1. First, find the 4D Database Version in the Genie server:
      
   2. Download and install the matching 4D ODBC driver (e.g. 4D ODBC Driver 20.x LTS Windows.exe) from the 4D website:
      https://product-download.4d.com/release/20.x/
      Note: You will need to create a 4D account to access the ODBC driver.
2. Ensure the Genie SQL server is started
   • Open the Genie Server application
   • If the Administration window is closed, open it in Window > Administration
   • Select SQL Server
   • Ensure the SQL server state is Started. If not, start the SQL server
     
   • In the Configuration section, note the Listening to IP and Listening on port values (default is 10.0.0.4 and 19812)

3. Create a DSN for the Genie Agent app:

   • Open the ODBC Data Source Administrator tool on your Windows system.

• • Select the System DSN tab and click Add.

    

  • Choose the 4D ODBC Driver from the list of available drivers and click Finish.

    

  • Enter a Data Source Name (e.g. "genie"), and provide the necessary connection details:

    • The Server Address and Port should match the Genie SQL server configuration
    • For User and Password, enter the username and password of the i-scribe Genie user
    • Test the connection to ensure it works
    
    

1. • Click OK to save the DSN configuration.

Configuring the Genie SQL server to start automatically

The i-scribe Genie agent is configured to automatically start if the server is rebooted. To ensure that the i-scribe agent can access the Genie database after the Genie Server application has been restarted, the Genie SQL server needs to be configured to launch on startup. To do this, navigate to Edit (or File on macOS) > Database Settings > User Settings > SQL and tick Launch SQL Server at Startup. This option will also need to be ticked in Edit (or File on macOS) > Database Settings > User Settings for Data File > SQL.

Adding the Integration in i-scribe

Create a password

Start the Genie Agent app and create a password. This is an administrator password which is used to protect credentials stored in the Genie Agent, and is required to change settings. Click Next.

Configure database

To set up the ODBC connection, enter the Data Source Name, username and password with the same values used for configuring the DSN (i.e. the credentials for the i-scribe Genie user). Click the Test button to confirm that the connection to the database is successful.

Configure i-scribe API

To configure the i-scribe API, enter the Client ID and Secret Key. Click the Test button to confirm that the API connection details are correct.

Submit the form then proceed to the Users screen when prompted.

Add users

In the i-scribe Genie Agent, navigate to Users > Add User

Search for a Genie user by name and select the user. You need to search to be able to find users.

Enter the i-scribe user email. This must match the user’s email address used in i-scribe

Click Save, and the user will appear in the users list.

If the user has not yet added the integration in their i-scribe webapp, then it will show as Disconnected. Once the user has added the integration (See Adding the Integration in i-scribe), they will show as Connected. The app will attempt to connect disconnected users during each synchronisation process.

The app is now configured and will synchronise Genie with i-scribe every minute.

Starting without a password (Optional)

To configure the app to start without requiring a password, go to Settings, disable Require password and click Submit.

Disabling the password requirement and configuring the app to automatically start via Windows settings allows the application to launch automatically on startup without user input.

Exporting Letters from i-scribe

The i-scribe Genie agent can automatically export approved letters in i-scribe. This configuration is available in Settings -> Letter Export.

It is recommended to set the location to a shared network drive for convenience of access.

The i-scribe Genie integration will periodically pull approved letters from the i-scribe application and save them to the export directory. The exported letters can then be imported using the Import Transcribed Letters feature in Genie.

Adding the Integration in i-scribe

Go to i-scribe, navigate to the Integrations settings page and click Add Integration.

Enter the Integration Source ID provided by the Genie Agent app when prompted

If successful the Genie integration will now appear under Your Integrations