Pro Portal OMS Integrations: Overview

Connect your office management system (OMS) to the Pro Portal, and your patients get their Lace Pro license automatically. When your team records a fitting in your OMS, the Pro Portal creates the patient, assigns a Lace Pro license and sends a welcome text and email. The Pro Portal works with CounselEAR, Auditdata, Blueprint and Amplify OMS, and setup takes 10 to 20 minutes in Pro Portal › Settings › Integrations.

Lace Pro and the Pro Portal

Two Neurotone apps work together in every integration.

App	Who uses it	Its role in the integration
Pro Portal	Providers and clinic admins, on the web	Where you connect your OMS, choose your settings and follow patient results
Lace Pro	Patients, on mobile and web	What your patients get: the integration gives each one a Lace Pro license and their login

Why connect your OMS

• Save time. No duplicate data entry and no manual license assignment.
• No patient missed. Every qualifying fitting gets a license, even on your busiest day.
• Stay in control. Choose what counts as a fitting and how soon the invite goes out, clinic by clinic.
• See the results. Follow patient usage, adoption and return rates in the Pro Portal.
• Nothing changes in your OMS. The Pro Portal only reads your data. It never edits a patient record.

How it works

Automatic (recommended)

You choose the event in your OMS that means “this patient is ready for Lace Pro”, such as a hearing aid fitting or a completed appointment. Each time it happens, the Pro Portal licenses the patient after any delay you set (0 to 90 days). Most practices choose 0 days, so patients start while the fitting is fresh.

Manual

Prefer to decide patient by patient? Set a clinic to Manual, and your team marks patients in your OMS instead: a tag in CounselEAR, a custom field in Auditdata or a patient group in Blueprint. The mark also works at automatic clinics, as a backup. Amplify is automatic only.

Test mode, then go live

Every new connection starts in test mode. The Pro Portal checks everything your OMS sends and shows what it would do, but contacts no patients. When you're happy, click Go live on the Integrations page. Going live is your call: your account manager can help you set up and test, but no approval is needed.

Good to know: One license per patient, ever. If a patient has two fittings, or is both fitted and tagged, they still get one license and one welcome.

Tip: Running more than one system? A practice can use different systems at different clinics. Tick them all on the Integrations page and the Pro Portal sets them up one after another.

Choose your system

Pick your OMS to open its step-by-step setup guide.

System	Setup guide	What you need first	Manual option	License arrives
CounselEAR	CounselEAR setup guide	A read-only API key you create in CounselEAR	Patient tag	Within minutes
Auditdata	Auditdata setup guide	An API key from Auditdata support (US or AU)	Custom patient field	Soon after the order status changes
Blueprint	Blueprint setup guide	Five access values from Blueprint support, after the owner signs their data release form	Patient group	The next morning
Amplify OMS	Amplify setup guide	Nothing; you add six webhooks in Amplify	None (automatic only)	Soon after the hearing aid is saved

Tip: Start the paperwork early. For Auditdata and Blueprint, the slowest step is getting your key or access values from the vendor. Once you have them, setup in the Pro Portal takes minutes.

Don't see your OMS? Click Let us know on the Integrations page, and we'll add you to the list.

Before you start

• A Pro Portal clinic admin login. Only clinic admins see Settings › Integrations.
• Admin access to your OMS, plus any key or values your system needs (see the table above)
• The provider who should receive licensed patients in the Pro Portal
• Your choice for each clinic: Automatic or Manual, and the delay

Managing your integrations

After setup, the Integrations page shows one tab per connected system, with a status badge:

Status	What it means
Setup not finished	Someone left setup part-way. Open the tab to finish.
Waiting for first data	Setup is done; nothing has arrived from your OMS yet.
In review (test mode)	The Pro Portal is checking events but contacting no patients. Click Go live when ready.
Live	Patients are being licensed.
Needs attention	Something stopped working. Open the tab for details.
Off	The system is disconnected.

From each tab you can edit your settings, move a clinic to another system, or Disconnect. Disconnecting stops all data; licenses already issued stay in place.

Getting help

Every event from your OMS is logged, so we can tell you exactly why a patient was or wasn't licensed. Contact your Neurotone account manager or support with your practice name and, if relevant, the patient's name and fitting date.