Twyll-CentralReach Integration

The Twyll-CentralReach integration allows the flow of data between CentralReach's Enterprise system and Twyll. 

We currently interface the following records:

• Clients (aka Learners) into both CR and Twyll
• Staff (aka Employees) into both CR and Twyll
• Sessions (aka Appointments) into Twyll only.

Clients (Learners)

We can create clients (aka Learners) in either CentralReach or Twyll via a bidirectional interface between the systems. We allow the flow of the following data between the two (any data not interfaced will have to be entered after the profile is sent/received).  *-denotes required fields:

• First Name*
• Last Name*
• Preferred (Chosen) Name
• DOB*
• Gender
• Address

Sending Clients to CentralReach

In order to send clients that are created in Twyll into CentralReach, you can find a button at the bottom of the client profile:

Using this workflow will send some of the client profile to CR and create the client record there and will store the CR Client ID in the "External IDs" section!

Pulling Clients into Twyll

In order to pull the client from CentralReach into Twyll, you need to grab the ID from CR which you can find in either the contact URL or the client profile:

Copy that ID and within Twyll's Clients Page, use the "+ Add Client from CR" button.

Choose the clinic that you wish to add the client to from the list and paste the ID in the pop-up that appears!

Staff (Employees)

We can create staff in either CentralReach or Twyll via a bidirectional interface between the systems. We allow the flow of the following data between the two (any data not interfaced will have to be entered after the profile is sent/received).  *-denotes required fields:

• First Name*
• Last Name*
• Preferred (Chosen) Name
• Hire Date
• Email*
• Gender
• Phone
• Job Title

Sending Staff Profiles to CentralReach

If the staff has not already been sent to CentralReach (has a CR ID), you can send the profile at the bottom of the page:

 

Pulling Staff Profiles into Twyll

When pulling a staff profile from CentralReach into Twyll, you will need to choose a Clinic* and set up their Role and Access level. 

*Twyll has a 2-tiered org structure:

• Clinic representing sites and timezones
• Agency defining the organization

After choosing a clinic, you must enter the ID which you can find in CentralReach (in the same way you find the Client ID), and then choose the Role and Access level for the staff member:

Pulling Schedules into Twyll from CentralReach

Schedules can be pulled from CentralReach for a specific client into Twyll covering a 7-day time-range (the default is today and the next 7 days, but you can change that).

You can pull schedule information in 2 places in Twyll:

1. On the Sessions/Schedule home page
2. On the Client profile

Please Note, you must have an active curriculum on the client in order to schedule sessions for them, including this integrated workflow. For more information on curriculum workflows, check out our article here - Treatment Plans!

Sessions Home Page

Pulling the client schedule on the Sessions home page is easy. Click "Sync Schedule (CR)" on the top right:

Choose which client you want to pull the schedule for (NOTE - only clients with a CR ID will show up in this list):

Note - you will be able to see the last time the schedule was synced at the top, if it was synced.

Enter a date range (up to 7 days total of range) to pull Appointments for:

Client Profile Schedule Pull

When a client has a CR ID, you can pull the schedule for them on their profile via a button in the top right of the page:

Using that button will show the same modal as the homepage view, except the client is already chosen and can't be changed.

Note - Sessions that are ran in Twyll will not auto-convert the Appointment in CentralReach. You may need to follow your organization's process for those as needed.

FAQs

1. I am getting an error when trying to interface a record, what do I do?
   1. You should check the workflows listed above and if you're receiving an error, open a support ticket or using the in-Twyll Support Chat widget - see How do I get Twyll Support when there are issues?