Integrating Existing Ring Central Account into EMR

This article provides step by step instructions on how to integrate a Ring Central eFax account with your OSCAR Pro.

Once integrated, any faxes triggered from OSCAR will use the Ring Central account to send faxes.

Similarly, any faxes that come into the Ring Central account will route to the configured OSCAR Inbox.

This integration is done once per Fax Account.

Overview

There are three main steps associated with setting up this integration:

• Obtaining a JWT Token from Ring Central
  Creating a special "JWT" token by logging in to the Ring Central account via your Administration portal.
  
  
• Configuring Ring Central in Fax Account
  Configuring the obtained JWT token and Ring Central credentials into a Fax Account in OSCAR Pro.
  
  
• Configuring Fax Account Settings
  Configuring the settings associated with the Fax Account such as which Inbox incoming fax route to, cover letter settings, and the Default Sending Account.

Obtaining a JWT Token from Ring Central

This section provides step by step instructions on how to obtain the JWT key from Ring Central.

• Navigate to Administration > Electronic Faxing > Fax Configuration
  
  
  
  
• Click on Add Ring Central (top right)
  
  
  
  
• Click the Create JWT Button
  
  
  
  You are redirected to the Ring Central page.
  
  
• Click "Sign in" and follow the steps to sign in to Ring Central
  
  

This section of Ring Central allows users to create a secure API connection via a JWT Token. The purpose of this step is to create a JWT in Ring Central that is later configured in OSCAR Pro in order to facilitate the Ring Central integration.

• Add a Label value:
  
  
  
  This Label field represents the name of the integration on the Ring Central side. For example "OSCAR Pro eFax integration Dr. Joeb"
  
  
• Confirm Production is selected under Environment
  
  
  
  
• Confirm the Client ID is automatically populated. 
  
  The Client ID represents WELL Health's Ring Central connection and must match exactly what is seen below:
  
  
  
  
  • If Client ID is not populated, add the following Client ID and click Add App
    
    7d7vkQ74ihdeAnsBORONdX
    
    
    
    
• Do not set Expiration Date
• Click Create JWT
  
  
  
  
• Click the Copy icon to copy the entire JWT value. This value will be used to connect Ring Central with OSCAR Pro.
  
  

Configuring Ring Central in Fax Account

• Navigate (back) to the Administration > Electronic Faxing >  Fax Configuration
• Click Add Ring Central section. (You may reopen it if needed)
• Enter the following information in each field.
  
  Account ID:
  The email address associated with your Ring Central account
  
  Internal Name:
  The name of the Fax Account within your OSCAR EMR. For example "Ring Central Dr Joeb". This name appears internally when viewing Outgoing faxes.
  
  JWT:
  Paste the JWT Token obtained from Ring Central in the above steps
  
  
  
  
• Click TEST CONNECTION and confirm the integration credentials can successfully connect.
  
  The message below indicates that the connection is successful! If a different message appear, please check your credentials and JWT and try again.
  
  

Configuring Fax Account Settings in OSCAR Pro

• Under Fax Configuration > Add Ring Central
• Ensure Enable Integration Faxes is toggled ON
  
  
  
  Select a desired value under Incoming Inbox. The default is the Unclaimed Inbox shared by all users.
  
  If you wish the faxes to route to a specific providers Inbox, select it from the dropdown list.
  
  
• Ensure Enable Outgoing Faxes if toggled ON
• Click Save
  
  If desired, navigate back to the saved Fax Account and select a Cover Letter under Enable Outgoing Faxes. Note that the cover letters are selected directly from Ring Central and are not configured in OSCAR pro.
  
  
  
  By default, if there is only one Fax Account setup it becomes the Default Sending Account. If two or more Fax Accounts are setup, you may choose which Fax Account is sending outgoing faxes when triggered from OSCAR Pro.