Consultmed and Best Practice via Halo Connect

Quick Install Guide

Integrate Consultmed with Best Practice via Halo Connect

To set up an integration between Consultmed and Best Practice (Bp), simply enter your Bp Site ID into the Consultmed web-app when creating an account (See below, As A New User), or once logged into Consultmed (See below, As an Existing User).

Tool Tip: Both the General Practitioner + Practice Manager and Practice Manager account types will have the option to configure the Consultmed x BP/Halo Integration

 

Step One

Integrating Consultmed with BP via Halo Connect

Steps for Third Party Integration Setup

To do this, please follow these steps:
1. Open Best Practice
2. Go to ‘Setup’
3. Select ‘Configuration’

4. Select ‘Database’ from the left-hand side menu
5. Click on ‘Setup third-party integrations’

6. Tick ‘Consultmed (via Halo Connect)’
7. Press ‘Save’

8. Press ‘Save’ in the Configuration box

 

 

Step Two

Halo Connect & Key Identifiers 

Halo Connect is a local agent designed to enable seamless communication between Practice Management Software (PMS) databases and the Halo Cloud, which offers a suite of API products for integrations. Halo Connect is bundled with Bp Premier updates, simplifying the ‘native’ integration with Consultmed.

Identifiers

  • Bp Site ID: A unique identifier for a Bp Premier practice that is required for enabling integrations
    • Where do I find my Bp Site ID?
      Access your Bp Premier system and navigate to Help > About from the main screen. Locate the Bp Site ID displayed in the bottom left corner 
  • Halo GUID: A unique identifier for each Bp Premier database connected to Halo Connect. It is used to direct queries to the correct database
    • Note: This ID is not needed for integration purposes. You will only be asked for this ID during support enquiries.

 

Integrating Consultmed with BP via Halo Connect: As A New User

Follow the simple steps below or watch the Consultmed x BP/Halo Integration video here (0:30)

Create a Consultmed Account

  • Enter your preferred email address (username) and password to create a new Consultmed account

Tool Tip: Each user should have their own Consultmed account to maintain privacy and security through Multi-Factor Authentication (MFA).

  • Choose an account type that matches your role within your health or care team 

Tool Tip: Account types cannot be changed after selection. Contact Consultmed for assistance if needed.

  • Enter your professional details
  • Select your Establishment type, either Hospital or Healthcare Network or Specialist Clinic
  • Search for your establishment by name or address, or add a new establishment by selecting + Add Practice
  • Enter your registration details. You also have the option to add a signature or profile image to your account

 

 

Connect Consultmed with Best Practice via Halo Connect

Watch Consultmed x BP/Halo Integration video (1:29)

  • Select Best Practice

  • Enter your Bp Site ID. This establishes a connection between Consultmed and your practice’s Best Practice databse
  • Add your First Name and Last Name, exactly as it appears in Best Practice. This is your secondary identifier and is required to connect with Halo and the correct database in Best Practice.
  • Select Connect to complete the integration

 

Complete Registration

  • Carefully review and agree to Consultmed’s Terms & Conditions
  • Select Complete Registration to finalise your account setup
  • Configure Multi-Factor Authentication (MFA) to ensure account privacy and security

 

 

Integrating Consultmed with BP via Halo Connect: As An Existing User 

Follow the simple steps below or watch the Consultmed x BP/Halo Integration video here (2:10)

Tool Tip: General Practitioner + Practice Manager and Practice Manager account types will have the option to configure the Consultmed x BP/Halo Integration

  • Log into your Consultmed account using your nominated email address (username) and password
  • Navigate to Settings (the cog wheel icon in the top right of the screen), and select Software Integrations

  

Connect Consultmed with Best Practice via Halo Connect

Watch Consultmed x BP/Halo Integration video (2:20)

  • Select Configure on the Best Practice card

  • You will be directed to Integrations in your Admin Portal. Select Configure 
  • Enter your Bp Site ID. This establishes a connection between Consultmed and your practice’s Best Practice databse
  • Add your First Name and Last Name, exactly as it appears in Best Practice. This is your secondary identifier and is required to connect with Halo and the correct database in Best Practice.
  • Select Update to complete the integration

Successful Integration

  • Once complete, under Integrations in Admin Portal and under Software Integrations in Settings, you will see your Bp Site ID displayed and status showing Connected

 

 

Step Three

Create a New Referral

Watch Consultmed x BP/Halo Integration video (Timestamp 3:08)

 

Create a New Referral

  • Log into Consultmed and select + New Referral
  • Filter by categories to refine your search and select a healthcare provider from the Directory of Services

 

Import Patient Data from Best Practice

  • Select Import Patient Data to initiate a search of patient details in your instance of Best Practice
  • Enter the patient’s basic details (First Name, Last Name, Gender, Date of Birth) and select Search to retrieve all relevant patient records from Best Practice
  • Select the appropriate patient match and click Import to automatically populate the referral form with the patient details stored in Best Practice
  • Remember to review and confirm the imported patient details

 

Import Clinical Data from Best Practice

  • In the Referral Form, enter the Primary diagnosis and Reason for referral. You have the option to update the referral Priority and Referral type
  • Select Import Clinical Data to transfer all relevant clinical information for your patient from Best Practice. Before initiating the transfer, confirm you’re transferring clinical information for the correct patient and select Proceed to automatically populate the referral form

Import Attachments

  • Select Import Attachments to initiate a search of all attachments in your instance of Best Practice
  • Assign a Category (i.e. Pathology, Imaging) to each attachment you want to import into your referral
  • Select Import Attachments to import all assigned attachments into your referral
  • Progress through the remainder of the referral workflow and select Submit

 

Correspondence Out Folder

  • Once submitted in Consultmed, your referral will automatically be saved into your Correspondence Out Folder in Best Practice

 

Correspondence In Folder

  • All Consultmed acknowledgements, Advice & Guidance, reports and other correspondence relating to your referral will be received straight into your Correspondence In Folder in Best Practice

Watch our integration video for step-by-step instructions

Click here to view on Vimeo

 
 
 

Contact Us

Best Practice PMS

Halo Connect

  • Reach out to Halo Connect for any general issues around installation and connectivity
  • Website: https://haloconnect.io/contact-us
  • Contact: (07) 3911 1360

Consultmed