Genie Solutions + Konnectify
Genie Solutions Integration with Konnectify
Connect Genie Solutions through the Magentus API to automate healthcare workflows across appointments, patients, practitioners, documents, referrals, contacts, schedules, and practice administration.
Appointments Patients Practitioners & Sites Clinical Records Contacts Schedules & Templates 0 Triggers 24 Actions
ON THIS PAGE
What is Genie Solutions?
Genie Solutions is a practice management platform used by healthcare organisations to manage patient records, appointments, practitioners, referrals, schedules, and administrative workflows. This Konnectify integration connects to Genie Solutions using the Magentus API, enabling teams to automate secure data movement between Genie and the rest of their business systems.
With Konnectify, you can build workflows that create or update patient profiles, manage appointments, upload patient attachments, retrieve practitioner and site information, and synchronise practice data with CRMs, forms, communication tools, data warehouses, and billing systems.
New to Genie Solutions?
Explore Genie Solutions and Magentus healthcare technology for practice management.
Visit Genie Solutions →New to Konnectify?
Create automated workflows across healthcare, operations, sales, and support apps without custom middleware.
Sign up for Konnectify →What you can automate
• Create, list, retrieve, and cancel appointments
• Create, update, search, and retrieve patient records
• Upload patient attachments and check document status
• Retrieve practitioners, practitioner details, and sites
• List procedures, referrals, schedules, and users
• Create and search contacts and fetch letter templates
API & Authentication
Authentication method: OAuth 2.0 Client Credentials
Genie Solutions uses the Magentus API with a client credentials flow. In Konnectify, enter your Client ID and Client Secret; Konnectify exchanges these credentials for an access token using the Magentus token endpoint and uses that token to authenticate API requests.
Keep your Client Secret private. Rotate credentials periodically and restrict access based on your organisation’s security policies.
Supported API capabilities
- Appointment creation, retrieval, listing, type lookup, and cancellation
- Patient creation, partial updates, search by name and date of birth, and profile retrieval
- Patient account holder linking, account holder lookup, and attachment processing status
- Practitioner, practitioner site, user, schedule, and letter template retrieval
- Procedure, referral, and contact list/search operations
Plan and rate-limit note API access, available resources, tenant permissions, and throughput may vary based on your Genie Solutions or Magentus plan and enabled API access. Konnectify retries eligible transient failures, but workflow design should still account for rate limits and validation errors.
For official API reference and endpoint behaviour, refer to the Magentus developer documentation: Magentus API.
How to Connect Genie Solutions to Konnectify
Prerequisites- An active Genie Solutions/Magentus tenant with API access enabled
- A valid Client ID and Client Secret issued for the Magentus API
- Permission to access the required patient, appointment, practitioner, and practice resources
- A Konnectify account with permission to create or edit workflows
Add Genie Solutions to a Workflow
- Open Konnectify and create a new workflow or edit an existing workflow.
- Choose an existing trigger from another app, a scheduler, or webhook trigger.
- Add Genie Solutions as an action step.
Authorize via OAuth 2.0 Client Credentials
- Select Connect new account.
- Enter your Genie Solutions/Magentus Client ID.
- Enter your Client Secret and save the connection.
Configure the Trigger or Action
- Select the Genie Solutions action you want to run, such as creating a patient or listing appointments.
- Map required fields from earlier workflow steps, including patient IDs, practitioner IDs, dates, file content, or identifiers.
- Use lookup actions such as Get Practitioners, Get Practitioner Sites, or Get Appointment Types when you need valid IDs.
Important: Healthcare data is sensitive. Confirm that mapped fields, file attachments, and downstream apps comply with your organisation’s privacy, consent, and retention policies.
Test the Workflow
- Run a test with safe sample data or a test tenant where available.
- Review the returned response, generated IDs, and any validation messages.
- Adjust field mappings and filters before activating the workflow.
Activate the Workflow
- Turn on the workflow after successful testing.
- Monitor workflow history for API errors, validation issues, or duplicate data patterns.
- Update mappings when your Genie Solutions configuration changes.
Triggers 0
Genie Solutions currently does not include native Konnectify triggers. To start a workflow, use a scheduler, webhook, form submission, CRM event, or another connected app as the trigger, then run Genie Solutions actions as downstream steps.
No native Genie Solutions triggers are available in this version.
Actions 24
Use these actions to create, update, retrieve, list, link, cancel, and upload data in Genie Solutions.
Appointments 5 actions
Create AppointmentCreates a new appointment for a specific patient with a practitioner at a designated site and time.
Get Appointment By IDFetches the full details of an appointment including participants, type, and extensions from Genie Solutions.
Get Appointment TypesFetches the details of appointment types configured for the given tenant from Genie Solutions.
List AppointmentsFetches a paginated list of appointments from Genie Solutions. Allows filtering by date range, practitioner, and supports including related entities like patients and referrals.
Cancel AppointmentCancels a specific appointment in Genie Solutions by its ID and provides a cancellation reason.
Patients 8 actions
Create PatientCreates a new patient profile in Genie Solutions with detailed demographic, contact, and identification information.
Update PatientUpdates specific fields of an existing patient profile in Genie Solutions. Since this is a partial update, you only need to provide the fields you wish to change.
Search Patient By NameSearches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.
Get Patient By IDFetches the full details of a patient including contact information, identifiers, and demographic details from Genie Solutions.
Get Patient Account HoldersFetches the list of individual or business account holders linked to a specific patient's profile from Genie Solutions.
Link or Update Patient Account HolderLinks a patient or contact as an account holder for a patient in Genie Solutions, or updates their primary status. The holder ID can be the UUID of either an existing patient or an individual account holder contact.
Upload Patient AttachmentUploads a base64 encoded file to a specific patient profile in Genie Solutions. Supports categorizing the document and associating it with a practitioner.
Get Patient Attachment StatusFetches the metadata and processing status of a document attached to a specific patient's profile in Genie Solutions.
Practitioners & Sites 3 actions
Get PractitionersFetches the details of practitioners configured for the given tenant from Genie Solutions. Useful for finding practitioner IDs for appointments or attachments.
Get Practitioner By IDFetches the full details of a practitioner including contact information, addresses, and identifiers from Genie Solutions.
Get Practitioner SitesFetches the sites (locations or clinics) associated with a given practitioner in Genie Solutions.
Clinical Records 3 actions
List ProceduresFetches procedures from Genie Solutions. Allows filtering by dates, patient, practitioner, scheduling status, and supports including related entities.
Get Procedure By IDFetches the full details of a procedure including category, performers, body site, and extensions from Genie Solutions.
List ReferralsFetches referral records from Genie Solutions. You can optionally filter the referrals by a specific patient.
Contacts 2 actions
Create ContactCreates a new contact profile in Genie Solutions. This can be used for practitioners, individual contacts, or business entities.
List ContactsSearches the address book in Genie Solutions. At least one substantive filter (like First Name, Last Name, or Email) must be provided alongside the required Contact Type.
Practice Configuration 3 actions
Get UsersFetches the details of users configured for the given tenant from Genie Solutions.
List SchedulesFetches a list of configured schedules and availabilities for the practice from Genie Solutions. Supports filtering by date ranges, specific practitioners, and appointment types.
Get Letter TemplatesFetches the available letter templates configured for the given tenant in Genie Solutions.
Popular Automations
Since Genie Solutions provides actions in this release, use triggers from schedulers, webhooks, forms, CRMs, or other apps to initiate these workflows.
Create appointments from online booking requests
When a booking request is submitted, find the patient, retrieve practitioner/site context, and create the appointment in Genie Solutions.
Form Submitted → Search Patient By Name → Create Appointment
Create patient profiles from intake forms
Capture patient demographic and contact details from an intake form, then create a patient record and attach supporting documents.
Patient Intake Submitted → Create Patient → Upload Patient Attachment
Sync daily appointment data to reporting tools
Run a scheduled workflow to list appointments by date range and enrich records with full appointment details before sending data downstream.
Scheduled Trigger → List Appointments → Get Appointment By ID
Manage external contacts and patient account holders
Create an individual or business contact, then link that contact as an account holder for the relevant patient profile.
CRM Contact Created → Create Contact → Link or Update Patient Account Holder
FAQ
How does Genie Solutions authentication work in Konnectify?
The integration uses OAuth 2.0 Client Credentials through the Magentus API. You provide a Client ID and Client Secret in Konnectify, and Konnectify obtains access tokens to make authenticated requests to Genie Solutions.
Which Genie Solutions plans are supported?
Supported plans depend on whether your Genie Solutions/Magentus tenant has API access enabled and whether your credentials have permission to access the required resources. Contact your Genie Solutions or Magentus representative if you are unsure whether API access is available for your account.
How do triggers work for this integration?
Genie Solutions currently has no native triggers in Konnectify. Start workflows with a scheduler, webhook, form, CRM, or another app trigger, then use Genie Solutions actions such as List Appointments, Create Patient, or Upload Patient Attachment.
How can I prevent duplicate patient or contact records?
This integration does not include a dedicated upsert action. To reduce duplicates, search first using actions such as Search Patient By Name or List Contacts, then branch your workflow to update an existing record or create a new one only when appropriate.
How does Konnectify handle API rate limits?
Konnectify manages eligible transient errors with retry behaviour where supported. If your workflow processes high volumes of appointments, patients, files, or paginated lists, use filters, date ranges, and batching patterns to stay within the limits set by Genie Solutions/Magentus.
Can I connect multiple Genie Solutions accounts or tenants?
Yes. You can create separate Genie Solutions connections in Konnectify using different Client IDs and Client Secrets, then select the correct connection in each workflow step.
What should I know about patient search and attachment uploads?
Search Patient By Name requires first name, last name, and date of birth, and returns an error if no patient or multiple patients are found. Patient attachments must be uploaded as base64 encoded files, and you can use Get Patient Attachment Status to check document metadata and processing status after upload.
Ready to automate your Genie Solutions workflows?
Connect Genie Solutions to Konnectify and automate healthcare operations across appointments, patients, practitioners, documents, and practice data.
Get started free →