Overview
In this guide, you’ll learn how to:
Set up the Genie integration
Add other clinicians or join an existing practice
Configure Genie letter templates
Push content into Genie, including letters and consult notes
Troubleshooting
📣 Before you begin
1. You will need to sign up for a Practice Tier plan
2. Access to the Heidi Desktop app — download the Heidi desktop app here
3. A Magentus issued API key for your clinic. Contact our Sales team here to get started.
Before you get connected
Download the Heidi Desktop app here
💡 For best results, install the Heidi desktop app using an account on your system with admin access. If you don’t have admin rights, ask your IT team to help — this avoids permission issues that can block Heidi from connecting to Genie.
Install Heidi on the same system as Genie
If you use Genie on your own clinic computer, install Heidi on that same computer and check that you’re allowed to install new programs (or ask your practice IT support to do this).
If your practice accesses Genie through a shared remote desktop or server, Heidi needs to be installed on that same server. Your practice IT team will need access and permission to install it there.
How to set up
Step 1: Getting your integration API key
Contact Heidi Sales here to submit your request for the integration.
The Heidi team will get in touch once we have the API key for your clinic, this usually take between 3-5 business days.
Once you have your API key issued, you and your team can set the integration up from your desktop app.
Step 2: Enable the integration on Heidi
Ensure you have Download the Heidi Desktop Application
Ensure you with the integration API Key (Step 1 above). You'll need the following information from Heidi:
Sender - this is the ID associated with the API key issued to you by Magentus
Password - API key issued to you by Magentus
Instance Url - The IP address or hostname of the Genie Server running at your clinic. This field will be automatically populated if the Genie Client is installed, connected, and running on the same system. If it does not auto-populate, please contact your IT Administrator or Heidi Support for assistance.
Note for Genie IT Admins: Your clinic’s firewall must allow outbound communication to the Genie Server on port 19443 for the Premium API to function correctly. Most clinics will only need to allow this port locally. Clinics with more restrictive (hardened) networks may require additional firewall configuration by their IT team.
In Heidi, navigate to Settings > EMR Integrations > Genie and click on Set Up Integration (note: this option will only be enabled once you’ve reached out to us and we have generated an API key for you)
Populate the following fields (you can reach out to your IT administrator or us directly if you don't have all of these details)
4. Press Continue. Next, select your user from the dropdown (where it is your first & last name in Genie)
How to use the Heidi integration
Pulling in appointments from Genie
1. Make sure you have an appointment scheduled on Genie
2. Navigate to Heidi and click refresh or if your appointment is in the past or future use the calendar date picker to select the correct date
3. Your appointment should appear in the Schedule section of Heidi
Sending notes
1. Check the Schedule tab to view your appointments pulled in from Genie
2. Perform your consultation as usual
3. On the top right corner of your note area, press the Push to Genie button
4. Navigate back to Genie
5. Under the patient's Consultations tab your note will appear
Sending letters
1. After you've pulled in your appointment
2. Perform your consultation as usual
3. On the top right corner of your note area, on the Push to Genie button, select the drop down icon
4. Select Push Letter from the two options
5. Select your letter template (Heidi pulls in all letter templates available in Genie automatically)
6. The note is pushed into Genie
7. Navigate back to Genie
8. Under Correspondence tab, your letter will appear with the appropriate template applied
Need Support?
With support setting the integration set up, contact our sales team.
If you're having trouble with the Heidi product contact our support team.