Activating DS Smart on PointClickCare
Turn on the DS Smart integration inside your PointClickCare Marketplace. Submit a PointClickCare Marketplace activation request for DS Smart, and assign the security role you need if the Marketplace menu is not visible.
A. Activate a new application
- 1
Log in to PointClickCare.
- 2
Open Manage Integrations.
- Single facility: Home > Marketplace > Manage Integrations
- Multi-facility: Management Console > Home > Manage Integrations
- 3
Click Activation Request, then complete the form below.
If you do not see "Marketplace" or "Management Console", skip to section B. You do not have the required security role yet.
Activation request fields:
- Legal Organization Name
- Type "DS Smart powered by direct supply" at the time the request is made.
- Application
- Select an application.
- Select facilities to activate application
- Select the facilities in which the application is installed.
- Title
- Type the title of the authorized requester.
- Which email would like to be notified at?
- Type the email address. This email is used for all communication regarding this request.
- Requested By
- Type the first and last name of the requester. The requester must be an authorized signer for your organization.
- Health Care Provider
- Type the Health Care Provider name.
- Terms of Agreement
- Read the Terms of Agreement and click Accept.
- 4
Click Submit.
B. If you do not have the right permissions
The role that can submit an activation request is called Authorized Vendor Application Purchaser. If the Marketplace or Management Console menus are missing, you either need someone who holds that role, or you need it assigned to you.
- 1
Find the Authorized Vendor Application Purchaser
Ask your organization who holds this role and have them run section A. You can also try assigning it yourself in the next step. There is a chance you will not have authorization to assign roles either, but it is worth a try.
- 2
Assign the Authorized Vendor Application Purchaser
Log in to PointClickCare and open Security Roles:
- Single facility: Admin > Setup > Security Roles
- Multi-facility: Management Console > Standards > Financial Management > Security Roles
- Click Users, then select the applicable users
- Assign the system security role Authorized Vendor Application Purchaser to the desired member
- Click Save
Multi-facility organizations also need access to the Management Console. If you cannot see these settings at all, contact your PointClickCare account manager and ask who holds the permission. The role update takes effect the next time the user logs in.