Gensolve Integration

Integrating Gensolve with VALD Hub will allow you to directly access a VALD profile from within your Gensolve practice management system. Once the integration has been set up, client profiles in Gensolve can be manually synced with your VALD Hub account.

Jump to:

• How the integration works
• Set up your permissions
• Set up the integration
• Sync a Gensolve client profile with VALD Hub
  • What if I have access to multiple Gensolve accounts?
• I am receiving an error
  • Error 1 - Error Connecting to VALD
  • Error 2 - Failed to load Profile

How the integration works

When creating and editing client profiles in Gensolve, the details can be synced across to VALD Hub. This integration includes a one-way sync (Gensolve → VALD Hub) of client data. Once this has been set up, it is recommended to only create and update client profile details in Gensolve to avoid data being overwritten.

Set up your permissions

Before you set up your integration between VALD Hub and Gensolve, you need to firstly ensure that your user has the below permissions.

Set up the integration

1. Log into your VALD Hub account and navigate to Management > Organisation.
2. Highlight and copy your Organisation ID to include in an email to VALD support.

3. Email support@vald.com (copying in support@gensolve.com) requesting that our support team allow Gensolve access to your VALD data. This email should include:
   
   1. your organisation name, and
   2. your VALD Organisation ID.

Once you receive confirmation from VALD and Gensolve Support that the integration is successful, you can then enable this in your Gensolve account.

4. In your Gensolve software, navigate to Administration > Vendors and use the pencil icon to edit your vendor account.
5. Go to the Third Party Integration tab, then enter your VALD Organisation ID.

6. Click Save to exit the Vendor Settings window.

Sync a Gensolve client profile with VALD Hub

1. If your integration was successful, you will now see a icon in the Edit Client window of your Gensolve software.

2. Click on the VALD icon to open the client's profile in VALD Hub.

If the client already exists in VALD Hub, clicking the VALD icon in Gensolve will open their existing profile in VALD Hub. If the client does not already exist in VALD Hub, clicking the VALD icon will create a new profile in VALD Hub.

What if I have access to multiple Gensolve accounts?

For example: You are a sub-contractor with access to an ICP Gensolve practice.

If you contract to multiple ICP Gensolve practices, you may have restricted access to their VALD Hub integration and be unable to sync patients into VALD Hub using the steps above.

You should contact your ICP administrator to sync the patients across to VALD Hub for you, or have them upgrade your user access and permissions in their VALD Hub account.

In VALD Hub and any VALD system apps (e.g. DynaMo, ForceDecks, etc.), you can switch between organisations that you have access to.

I am receiving an error

There are two main errors that could occur when using your Gensolve integration with VALD Hub.

Error 1 - Error Connecting to VALD

This error occurs when selecting the VALD button within a Client window in Gensolve.

This indicates that the connection between VALD Hub and Gensolve is not 100% complete.

Please contact support@vald.com for assistance.

Error 2 - Failed to load Profile

This error occurs when attempting to create or edit a profile in VALD Hub through a Client in Gensolve.

This indicates that your user account in VALD Hub does not have the appropriate access and permissions to create and modify profiles.

Please speak with your system administrator to sync your profiles for you, or have them adjust your permissions in their VALD Hub account.

To sync profiles from Gensolve to VALD Hub, you must have Access to All Categories and Groups, and the ability to View, Create, Modify, and Delete Profiles.