Demographic Importing Integration

Overview

PerfectServe offers integrations with several partners to import demographic information into Lightning Bolt. This integration allows users to be consistently updated across several systems, ensuring that contact information and relevant unique identifiers are updated in Lightning Bolt when updated in the demographic source of truth.

Practical Benefits

Reduction of Duplicate Work: Eliminates the need to manually update demographic records for personnel across multiple systems, saving time and reducing administrative burden.

Reduction of Human Error: Automated data transfer minimizes the risk of errors associated with manual updates, ensuring accurate provider contact information.

Additional Notes

Data Management: The demographic file can be used to update one or several different demographic fields in the Lightning Bolt system, including unique identifiers, email addresses, cell phone numbers, pager numbers, etc.

Integration Protocols

1. File-Based Integration: This integration uses a file-based method where a .csv file is generated and transferred to an SFTP location on a recurring basis (typically once per day) for automatic import into Lightning Bolt.

2. Personnel Matching: Requires a unique ID for each provider in Lightning Bolt, which must match the corresponding provider account in the demographic information source of truth. This ID can be added to the ‘UniqueID’ or ‘Custom1-4’ fields in Lightning Bolt and will be used as a key in the demographic file.

3. Automated Data Transfer: A file will be sent daily to the SFTP. Lightning Bolt will ingest only matching provider records.

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