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How to enable the i-scribe/Shexie Platinum integration

This article provides a step-by-step process for turning on the i-scribe / Shexie Platinum integration.

Written by ryan@akuru.com.auIntegrationsLast reviewed 2 July 2026

This guide outlines the step-by-step process for enabling the integration between i-scribe and Shexie Platinum, including setup on both platforms and instructions for launching the integration from within a patient's clinical record.

Part 1: Setting Up on i-scribe

  1. Log in to your i-scribe account.
  2. From the main menu, click Settings.
  3. Select the Integrations tab.
  4. Click Add Integration.
  5. From the drop-down list, choose Shexie.

Part 2: Setting Up on Shexie

  1. In Shexie, navigate to: Table Maintenance → Security Maintenance → Update a User.
Shexie Platinum Table Maintenance menu expanded to Security Maintenance then Update a User
Table Maintenance to Security Maintenance to Update a User
  1. From the list of users, select your name.
  2. Look for the "User is Provider" field (shown in the screenshot below with red arrow). Confirm that those details are correct, and that the correct user is linked to the correct Provider.
    1. This must be entered under the same user login that has the i-scribe license attached and once set correctly the appointments should flow as per the previous information.
User Security Update dialog in Shexie Platinum with a red arrow pointing at the User is Provider field, showing Brown, Dr MQ selected
Confirm the User is Provider field is linked to the correct Provider
  1. Click on the AI Settings Menu (shown below):
1755056881662.png (1)
1755056881662.png (1)
  1. In the new panel that appears, enter the same email address you used to register for i-scribe.
Shexie Platinum AI Settings panel showing Heidi, Facere, and I-Scribe AI Settings fields, with a red arrow pointing at the I-Scribe Email field
AI Settings panel - enter your i-scribe email here
  1. Once the email is entered, the i-scribe logo will appear within a patient's clinical record.
Shexie Platinum patient clinical record toolbar with the pink and blue i-scribe icon highlighted by a red arrow
The i-scribe logo appears in the patient's clinical record toolbar

Part 3: Launching the Integration

Part 4: How to create a Shexie template that works with i-scribe

  • Each Shexie practice has instructions available via their Shexie portal, in Shexie follow these steps to find this information:
    • Help --> Shexie Client Portal --> Training Videos menu: How to clone an existing Template.
  • To enable an existing template to be capable of receiving information from i-scribe, then you have to do add a specific 'Dictation' merge field to the template in question.
    • To do this, go to Table Maintenance --> System Letters and Practice Templates --> Select the provider --> Click Practice Templates (in the top right).
    • Once the desired template is located, open the file into word and once the document opens, there will be a second panel that will appear with a list of fields within.
    • Highlight the field called 'Dictation' and then when the cursor is flashing in the desired spot within the document layout, click the "Add Field" button to add it into the document similar to the screenshot below.
Word document template with the Dictation field highlighted in the fields panel and the Add Field button, showing where the merge field gets inserted
Adding the Dictation merge field to a Shexie template
    • Simply save and close the template to complete this step and then repeat for any additional templates they wish to use with i-scribe.

Tips & Troubleshooting

  • Make sure the email entered in Shexie exactly matches your i-scribe account email.
  • If the i-scribe logo does not appear, recheck the email entry and ensure the integration is activated in i-scribe.
  • For technical assistance, contact your organisation's IT team or i-scribe support.
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