Booker Overview

Booker: How it Works

Create TouchMD accounts using Booker

• When patient accounts are created, updated, or scheduled for an appointment within the next 24 hours in Booker they will be added to TouchMD (first name, last name, and DOB are required; a patient email address is highly encouraged). Note: that only basic patient demographics will be sent to TouchMD to create an account.  When started, the integration will import the last 30 days of patients created or updated, and patients with appointments within the next 24 hours. If you would like patients created or updated > 30 days ago imported into TouchMD from Booker, please follow the “Exporting your patient list” instructions below.

Send pictures and consents from TouchMD to Booker

• Currently not offered by Booker.
• TouchMD offers a solution for practices who would like to manually move patient pictures and consents from TouchMD to their EMR/EHR/PM. This is called Local Backup. More information may be found here.

Booker: Steps to Integrate

1. Pay the TouchMD Integration Setup Fee (an invoice will be supplied by your TouchMD Account Manager)
2. Email [email protected] and and request that your location ID is added into TouchMD’s access list. Once this has been completed and you receive a reply from Booker, email your TouchMD Account Manager to confirm this has been completed.
3. A TouchMD Integration Specialist will work with an admin for Booker from your practice to set up the integration between Booker and TouchMD. A TouchMD Integration Specialist will call, remote onto your computer and walk you through the assistance required.
4. Your TouchMD Account Manager or a TouchMD Integration Specialist will reach out to confirm the completion of this integration.
   How Do I Export My Booker Patient List

   If you would like to export your existing patient list from Booker, follow the steps listed in this article under the heading: “Booker: Exporting your patient list“

Booker: How long will it take to integrate?

TouchMD will start working on your request within 24 – 48 business hours. However, setup and completion of an integration requires coordination and scheduling with the Booker technical team. On average, Booker integrations take 2 – 4 weeks to complete.

Booker: Exporting your patient list

1. Select the “Customers” tab
2. Select “Customize View”
3. Select the “Columns” tab
4. Select the following columns: First Name, Last Name, Email, Primary Phone, Birthday, and Gender
5. Click the “Apply” button
6. Click the “Export to a .csv file” button under “Customer Exports”
7. Contact your TouchMD account manager or [email protected] and let us know you would like to send us a Booker .csv file to be imported into to TouchMD.  We will give you access to our HIPAA secure file sharing site so you can share this file with us.  DO NOT EMAIL THE .CSV FILE DIRECTLY TO US.

Booker: What does it cost?

There is a one-time fee to setup an integration with Booker. An additional fee will be added to all subsequent TouchMD Monthly Maintenance invoices to maintain the Booker interface. The setup fee is to cover the time and resources spent by our IT and Integration teams to configure the integration between TouchMD and your EMR/EHR/PM system. The monthly fee is to maintain the connection between TouchMD and your EMR/EHR/PM system. With the integration, our system stores specific encrypted information on our server for each patient account to correctly link the patient between TouchMD and EMR/EHR/PM system. Storage of this information comes at a cost from our server host and the monthly fee covers those costs.