How to Integrate: Requesting Integration Via Customer Connect

To request PMP Gateway integration for any state please visit the link below to begin the Integration request process.

https://connect.bamboohealth.com/

While completing the integration request, you will receive an End User License Agreement and possibly additional documentation to sign depending on the state you wish to integrate with. Please have an authorized decision maker complete the integration request.

Below is a more detailed walk-through of the Integration process on the Connect portal linked above. The request process is broken out into 8 steps and will save data as you progress through each part.

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Main page: login to a previously created account in the middle of the screen, or create a new account at the top right by clicking Create an Account.

Create an Account:

Please enter an email address and password to create an account. The password requirements are; Must be a minimum of 8 characters and must include at least one uppercase, one number, and one special character. The requirement will show green check marks if meet. Be sure the passwords match in both fields as well. Once the password is good the Create button will turn from grey to Green.
Customer Connect will then send a verification code to the email entered. Please check any junk or spam folders if you do not see the email in your inbox. You can also resend the code. The email comes from: no-reply@verificationemail.com. Once you enter in the code click Submit You will then see a success message and be able to login with the email and password.

Step 1: Profile

Please complete the profile information as displayed above. This includes name, email contact, phone, job title, and how you heard about us. All fields are required and once enter you can click Save & Continue at the bottom.

Step 2: Organization

This is where all the general entity details will be provided, including technical contact information and entity/provider counts.

Facility locations: Multiple can be selected and should if needed.
Number of Hospitals, Pharmacists, Physicians, etc.
All fields are required except for Technical and Vendor contact information.
For the requested counts (below Organization Website field) you must enter zeros for any that do not apply, otherwise they cannot progress in the form as the Save & Continue button will remain greyed out. They can click the down arrow in the selector to quickly enter a 0 value.

Step 3: Vendor

Next you must select your Software Vendor and enter the Software Version. Vendor name is a searchable drop-down, in which other is an option; and you can enter a free-text name in a popup field that displays when other is selected. Software version is also free-text. An alert/disclaimer appears when you click Save & Continue. You can click Continue Editing to review/revise. Example below.

Step 4: Product Options

This will display an overview of the available products by states, which are collapsed. Expanding the states will display the individual options for selection, where you must select prescribers and or pharmacies, then select the option you want, and enter the number of licenses you will need.

You can add or remove states you previously selected by clicking the Add/Remove States button, a popup will be displayed; you can make the necessary changes and click Save.
This page will display pricing for any and all of the states selected.
- Expand state then select Prescribers and/or Pharmacies;
- Product options will then display with detail and pricing which is dependent on the state funding (or lack thereof) and its specifics.
You will be presented with options for Gateway or Gateway+ Narxcare.
Once you select the desired product, you must then enter the number of licensees.
Once they've made their desired selections, they can click Save & Continue.
Examples below

Step 5: Billing

Billing will be greyed out if you have only selected any state funded option(s), and you'll proceed to Step 6: review. If you've chosen an upgrade or non-state funded, you will need to enter your Credit Card Information.

If the card number is entered incorrectly, it will turn red and clicking Save & Continue will result in the an error. Once you have your correct information listed, click Save & Continue to proceed.

Step 6: Review

Implementation fees are charged upon ordering.
Any licensee fees for non state-funded integrations won't be charged until the licensee is approved by the given state.
The fees outlined are in addition to any fees charged by the your vendor.
Once you've reviewed, they can click Save & Continue. Otherwise if you need to make changes, you can click Edit Order Details which will take them back to Step 4: Product Options.
A warning is displayed after clicking Save & Continue, to ensure if you need to go back and edit the profile information (or any other information) you do not progress to the next screen by clicking Continue Editing. Otherwise, they can click Save & Continue.
Example Below

Step 7: Agreements

Next, you'll be taken to the Agreements page where linked will be any agreements that need to be signed. First, a popup will ask if you are an Authorized Signer.

If you select no, you'll be taken to a screen where you can enter the email address for someone who is, and click submit.

Next you will see the pending Agreements.
All required agreements are then emailed to the Authorized Signer via HelloSign.
Click Email Again to send another email.
Reassign Agreements to send the agreements to another email address. This will populate the same page to enter an Authorize Signer. The agreements will then be resent to the new email contact.
Please compete the emailed agreements or request the Authorized Signer to complete if this is a different contact.
Once all agreements are completed, you will need to return to the account and click “save and continue” to complete the application process.
Example of the agreement page below.

Step 8: Complete

This page summarizes the order and will provide you with next steps. There is also an option to Contact Support if you have any further questions/concerns. This takes you back to the help center to submit a ticket - registering or signing in for a Zendesk account is required to submit a ticket.

You can expand any of the individual sections to display what was entered.
Some sections are downloadable, like the invoice, licensee profile, and EULA.
You can also change the billing information here if needed.