The athenaOne integration connects Dialpad with athenaOne so users can view matched patient records, search for records, and open charts from the Dialpad app. It also supports call logging, patient demographic data, patient chart deep-linking, and record matching workflows directly from the athenaOne sidebar.
Who can use this
Dialpad + athenaOne is available for users on Dialpad Support with Pro and Enterprise licenses.
Let’s dive into the details.
Setup requirements
Before you set up the athenaOne integration, make sure you have:
Access to the athenaOne integration in Dialpad
An active athenaOne account
Your athenahealth connection details
Your athenahealth login credentials
Access to your authenticator app for two-factor authentication
Your tenant ID and department ID, or practice ID
Set up the athenaOne integration
An admin must create and configure the athenaOne connection before users can sign in from the Dialpad app.
Create a connection
To create a connection in Dialpad to the athenaOne integration, go to your Dialpad Admin Settings.
Go to Office Settings > Integrations
Open the athenahealth integration
Select Options > Manage Settings
On the configuration page, select Customize for Office
Confirm the enablement fields are filled in
Confirm the Tenant ID and Department ID fields are filled in
(Optional) Turn call logging on or off based on your office’s setup
Scroll to Connections and select New Connection
Enter the information for the integration, including:
Name
Client ID
Client Secret
Environment
Practice ID
Select Create Connection
After the connection is created, a confirmation message is displayed.
Note
This setup only needs to be completed once per connection.
Select the primary connection
In the Connections section, find the connection you created
Select the radio button to make it the primary connection
In the Enablement section, enter the Department ID
Select Save Changes
Sign in to athenaOne from Dialpad
Once the admin setup is complete, users can connect their athenahealth session from the Dialpad app.
To connect your athenahealth session with Dialpad, open the Dialpad app
Go to the area where your contacts appear
In the athenaOne sidebar, select Connect
On the athenahealth sign-in page, enter your username and password
Complete two-factor authentication with your authenticator app
Enter your time-based one-time password, then select Verify
Wait for the authentication window to close and return you to Dialpad
When sign-in is complete, the athenaOne sidebar becomes active in Dialpad.
Note
Depending on your office settings, users may need to authenticate once or once per login session.
If authentication takes longer than about a minute, close the window and try again. If multiple attempts fail, contact your Dialpad support team or internal admin.
View matched records in the athenaOne sidebar
If Dialpad finds an existing match in athenaOne for the record you’re viewing, the sidebar syncs automatically.
A matched record can display:
Name
Phone number
Date of birth and age
Address
To open the full record in athenaOne:
In the athenaOne sidebar, select View Chart
If prompted, sign in with your athenahealth credentials
Complete two-factor authentication if required
Wait for athenaOne to load the chart
If you already have an active athenaOne session, the chart may open right away.
Note
athenaOne sessions can time out. If your session has expired, sign in again before the chart opens.
Disconnect or rematch a record
Users can disconnect an existing match and search for a different record.
In the athenaOne sidebar, find the matched record
Select the ellipsis next to the athenaOne options
Choose the option to disconnect or rematch the record
When you rematch a record, Dialpad automatically removes the current match and starts a new search.
If no other record matches the phone number, you can start a manual search.
Search for a record manually
If Dialpad can’t find the correct record automatically, you can search for it manually.
In the athenaOne sidebar, select Manual Search
Enter the patient’s full name
(Optional) Add any of these additional search fields:
Date of birth
Email
Home phone
Mobile phone
Last four digits of the SSN
Patient ID
Start the search
Select the correct result from the list of matches
Note
Full name is required for manual search. All other fields are optional.
If the name matches but another field does not, athenaOne may still return possible name matches for review.
Match inbound callers automatically
When an inbound call arrives, the athenaOne sidebar can search for a matching patient record based on the caller’s phone number.
Answer the inbound call in Dialpad
Wait while the athenaOne sidebar searches for a matching record
Review the matched record details in the sidebar
Select View Chart to open the patient record in athenaOne
If your athenaOne session is still active, the chart may open without another sign-in.
Review call logging
If call logging is enabled by your admin, athenaOne can log recent call activity.
Open the matched patient record in athenaOne
Go to Clinicals > Chart
Navigate to the search area for phone-based encounters
Wait for the latest call to appear in the left sidebar
Select the most recent encounter to review the details
The call log can include:
Call ID
Call direction
From number
To number
Call date and time
Call duration
Call summary link
Note
The call ID from Dialpad is the same call ID that will appear in the patient’s chart inside athenaOne
Frequently asked questions
Do users need to sign in to athenaOne inside Dialpad?
Yes. Users need to authenticate their athenahealth session from the athenaOne sidebar before they can use sidebar features in Dialpad.
Does the integration always automatically match records?
No. If Dialpad can’t automatically find a record match, users can run a manual search.
What fields can users search with?
Users can search by full name, plus optional fields such as date of birth, email, phone numbers, the last 4 digits of the SSN, and patient ID.
Does athenaOne require two-factor authentication?
Yes. The product training deck shows two-factor authentication during sign-in and again when opening charts if the athenaOne session has expired or needs to be re-established.
Can users disconnect and rematch records?
Yes. Users can disconnect an existing match and start a new search from the athenaOne sidebar.
Will I be charged for API costs?
Yes. Companies are charged as per the organization’s agreement with athenaHealth. Dialpad does not charge for API usage.