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innowell

How to connect Heidi to innowell so you can record consults in Heidi and push notes back into innowell.

Preparation

Before you start, make sure you have the following:

  • An existing Heidi account which you can successfully log into

  • An existing innowell account which you know the login details for (including your email address and organisation ID)

Finding your innowell organisation ID

1. Login in to the innowell platform and navigate to a client's dashboard. Click on the Heidi button.

2. You will be directed to your Heidi session list for that client. Click Copy Organisation ID.


Connect the integration

  1. Log in to Heidi and navigate to Settings > Connectors > innowell.

Navigate to Settings > Connectors > innowell.

2. Select Set up connector.

Select Set up connector.

3. Enter your organization ID and select Continue.

4. Enter the email you use to log in to Innowell and select Continue.

5. You will see Your integration is connected. Select Done.

Disconnecting the integration

Go to Settings > Connectors > innowell and select Disconnect integration.

You can reconnect at any time by following the steps above.

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