Connect your MediCRM account
Link an existing medi-crm.com workspace, pick a plan, and authorize the reporting engine.
⏱ 6 min read
Connecting your MediCRM account is the one-time setup that lets the reporting engine read from your workspace. It takes about five minutes.
Prerequisites
- An active medi-crm.com workspace with at least one staff user
- Admin access (you'll need it to authorize the integration)
- A chosen MediCRM Reports plan (Essential, Professional, or Advanced)
Steps
1
Sign in to medi-crm.com
Go to
medi-crm.com/login and sign in with your admin account.2
Open Integrations
Navigate to Settings → Integrations → Reporting Engine and click Connect.
3
Authorize
Grant the reporting engine read access to your clinical, billing, and scheduling data. You can revoke this at any time.
4
Pick a plan
Choose Essential ($1,500/mo), Professional ($2,500/mo), or Advanced ($3,000/mo). Nonprofits get 50% off.
5
Confirm sync
The engine runs an initial sync. You'll get an SMS confirmation when your first dashboard is ready.
First sync can take a few minutes
Larger workspaces may take up to 15 minutes for the initial data pull. Subsequent reads are live and under 3 seconds.