How To: Install the Adit browser extension for Chrome

How To: Install the Adit browser extension for Chrome

Info

This article walks you through installing the Adit browser extension for the first time. If you already have the extension installed and need to troubleshoot it, please see Troubleshooting: Reconnect the Adit browser extension for Chrome.


Adit’s integration with cloud-based EHRs uses a browser extension for Google Chrome. This extension allows us to sync your patient and appointment information into the Adit platform, where you can then use our all-in-one solution to manage your practice, communicate with patients, and more!

The integration works using three distinct data syncs: 
  1. an initial database sync, which pulls all of your patient and appointment data into Adit,
  2. an ongoing, real-time sync, which pulls any changes that you make to your patient or appointment data into Adit as they are made.
  3. an ongoing, hourly backup sync, which pulls any changes that were missed by the real-time sync.

When you set up your integration, you will install the browser extension on one workstation and start the initial data sync.

Requirements for Initial Data Sync

Before starting the initial sync, please keep the following important points in mind:
  1. A user with admin-level permissions must be logged in to your EHR before installing the Adit browser extension and starting the initial sync.
  2. The initial data sync will take 5-7 days to complete. During this time:
    1. Your EHR window can be minimized, but cannot be closed.
    2. The computer must remain powered on and active. It cannot go to sleep, have the screen locked, or be logged off.
    3. Your internet connection must remain stable for the entire duration.
    4. The user who logged in to your EHR and started the sync cannot log in to any other workstation with the same user account. Your EHR likely does not allow the same user to be logged in to multiple devices at the same time. If this is a problem for your team, we recommend creating a new user in your EHR and logging in with that account to start the initial sync.
    5. You can continue to use your EHR and the workstation normally while the initial sync is running in the background.
  3. Your EHR may normally timeout after 10 minutes of user inactivity; our sync will intentionally stop this from happening to preserve the integrity of your data.
Alert

Any failure to comply with the above points will cause the sync to fail and require you to re-start it again from the beginning. Failure to do so will result in your Adit platform and Adit browser extension not working properly.

Initial Integration Setup

Install the Adit Browser Extension

To install the Adit browser extension the first time:
  1. Open Google Chrome on one computer in your office.
  2. Open your EHR in that Chrome window and log in with admin-level permissions.
  3. Click here or navigate to the Chrome Web Store and search for “Adit”.
  4. Select the correct Adit for Chrome extension version for your EHR, then click the Add to Chrome button.
    Curve: Adit for Chrome - CV
    Ascend: Adit for Chrome - DA
    Denticon: Adit for Chrome - PD
  5. In the next window, click Add Extension.

  6. You will see a progress update in the top right corner of your Chrome window, and a notification when the extension has finished installing.
  7. In the top right corner of your Chrome browser, click the Extensions icon.

  8. Locate the Adit App extension in the list of installed extensions. Click the pin icon to add it to your toolbar for easy access.


Next, you’ll configure the Adit browser extension for your office.

Configure the Adit Browser Extension

To configure the Adit browser extension:

  1. Click on the Adit icon in the toolbar at the top right corner of your Chrome window to launch the extension.

  2. Log in with your Adit account credentials. You can log in with any user's Adit credentials, but we recommend using the same user account that will work on this workstation the most often.


  3. Select your Adit account location from the dropdown, then click Save.
      

  4. Give this workstation a nickname, so you can easily tell it apart from your other workstations. Click the Add Name button at the bottom of the window, type in your name, and click Save.

  5. You can now close or minimize the extension, but don't log out.

Configure Adit Integration Settings

Finally, you'll finish the configuration process within the EHR Settings section in the Adit platform.
If you are new to Adit, you can go back to the Get Started page, scroll down to Connect Your EHR, and click Set up.
If you have been an Adit client for a while and are just setting up the integration with your EHR for the first time, you'll go to Settings > Location > EHR, scroll down to Enable EHR Sync? and click Edit Settings.

  1. Click Next through the first one or two pages, until you reach the page that looks like this:

  2. Click Next to continue.

  3. This page will ask you to map your EHR locations on the left to your Adit locations in the drop-down. You can only sync one EHR location to each Adit location, and each Adit location can only sync with one EHR location. Please choose your mapping carefully, then click Next.
  4. The next screen will ask you how many workstations you have at each of the locations you mapped on the previous screen. Enter in the number of computers at each location where staff members will log into and use your EHR, then click Next.
  5. You will now need to install the Adit browser extension on all of the workstations at each location. Follow the steps in the section below titled "Install the Adit browser extension on an additional workstation" on every workstation.
  6. This page of the configuration flow will show you your progress of installing the extension on all of your workstations; click Refresh to see an updated number. When all of your workstations show they have connected, click Next.
  7. The next page explains crucial information that you need to know before you start the initial data sync. Please read this page, make sure you understand it, and confirm your understanding by checking the box at the bottom. Then, click Next.

  8. On the next page, you will select one workstation at each location to serve as the Primary workstation. This is the workstation that will perform the initial data sync for that location, and must abide by the requirements listed on the previous page. Once you have selected a primary workstation for each location, click Sync.

  9. You can now close this configuration / setup flow by clicking the x in the top right corner.

The initial sync will now run in the background on each of the primary workstations. The real-time sync will begin working immediately on all workstations that have the extension installed, and the backup sync will run hourly.

You can use your workstations and your EHR normally while the initial sync processes in the background, but remember the requirements for that initial data sync to be successful as outlined at the beginning of this article!
If you would like to check on the status of your initial sync, you can return to the same location where you did the configuration (Get Started or Settings > Location > EHR) to see a progress and status bar on the last page.

Install the Adit Browser Extension on an Additional Workstation

To install the Adit browser extension on an additional workstation:

  1. Open Google Chrome on one computer in your office.
  2. Click here or navigate to the Chrome Web Store and search for “Adit App”.
  3. Confirm the extension you are looking at looks like the screenshot below, then click the Add to Chrome button.
  4. In the next window, click Add Extension.

  5. You will see a progress update in the top right corner of your Chrome window, and a notification when the extension has finished installing.
  6. In the top right corner of your Chrome browser, click the Extensions icon.

  7. Locate the Adit App extension in the list of installed extensions. Click the pin icon to add it to your toolbar for easy access.

  8. Click on the Adit icon in the toolbar at the top right corner of your Chrome window to launch the extension.

  9. Log in with your Adit account credentials. You can log in with any user's Adit credentials, but we recommend using the same user account that will work on this workstation the most often.


  10. Select your Adit account location from the dropdown, then click Save.
      

  11. Give this workstation a nickname, so you can easily tell it apart from your other workstations. Click the Add Name button at the bottom of the window, type in your name, and click Save.

  12. You can now close or minimize the extension, but don't log out.


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