We have received your clinic's credentials from Genie and are now ready to configure your i-scribe/Genie integration. Steps 1 to 3 are completed by your IT provider on the server that hosts Genie. Step 4 is completed by the practice manager or clinician.

## Prerequisites

Before you begin, ensure you have the information below. This will have been sent via a 1Password link (from info@akuru.com.au) to someone on your team. It contains three credentials:

- **Akuru API Key** (also called API Key)
- **Genie API Password** (also called Genie API Key)
- **Genie Sender** (your practice name)

You must also have **Administrator access** on your Genie server.

## Step 1. Install the Akuru Sync Agent

1. [Download the Akuru Sync Agent](https://api.k.i-scribe.ai/v1/akuru-sync/download/windows).
2. Right-click the downloaded file and select **Run as administrator**.
3. Follow the installation prompts until complete.
4. Once the installation is complete, select **Open Akuru Sync Web UI**.

```image media="202"
```

5. Select **Advanced** and proceed to the agent. The agent will launch automatically.
6. Set your master password.

```image media="203"
```

```callout kind="warning"
Record your master password in a safe location. If you forget it, run **Reset Akuru Sync Sign-In** from the Start Menu on the server to create a new sign-in. Your Genie connection and API keys are not affected.
```

## Step 2. Configure the Akuru Sync Agent for Genie

### 2.1 Add the Genie integration

1. From the left-hand menu, select the **Integrations** tab.
2. Select **Add Integrations**.

```image media="204"
```

3. Select **Genie EMR**.

```image media="205"
```

4. Select **Auto Detect**.

```image media="206"
```

```callout kind="info"
If Genie is hosted on a different server to the one you are installing Akuru Sync on, select **Manual Configure** and enter the Genie server IP address.
```

### 2.2 Genie API Password (Genie API Key)

1. Enter your **Genie Sender (Practice Name)**.
2. Enter the **Genie API Password** from your 1Password link.
3. Click **Test Connection** to confirm the connection is successful.

```image media="207"
```

### 2.3 Akuru API Key

1. Paste the **Akuru API Key** from your 1Password link into the fields under **Akuru Integrations** (see image above).
2. Click **Test Connection** to confirm the connection is successful.
3. Note down the **Integration Source ID** that is shown. Your practice manager or clinician will need this to complete the integration.

## Step 3. Add users

This links your Genie clinicians with their i-scribe accounts.

1. Select **Integrations** from the left-hand menu.
2. Select **Manage User**.
3. Select **Map a user**.
4. Match each clinician's name with their i-scribe email address, for example Dr Andrew Jones mapped to drandrewjones@gmail.com. The i-scribe support team can provide these email addresses.
5. Click **Save Mapping**.

```callout kind="info"
The status will show **Disconnected** until the clinician activates the integration in i-scribe with their Integration Source ID (Step 4). If you do not have a clinician's i-scribe email address yet, you can add it later.
```

## Step 4. Activate the integration in i-scribe (practice manager or clinician)

### 4.1 Enter the Integration Source ID

Enter the Integration Source ID provided by your IT into your i-scribe Genie integration.

1. In the i-scribe clinician view, open **Settings** in the bottom left corner of the menu, then select the **Integrations** tab.

```image media="208"
```

2. Click **+ Add Integrations** and select **Genie** from the dropdown menu.

```image media="209"
```

3. Enter your **Integration Source ID** and click **Submit**.

```image media="210"
```

```callout kind="success"
Once your IT provider has completed Steps 1 to 3, your clinic's patient list should appear in i-scribe within 15 minutes.
```

### 4.2 Set your default templates in Genie

```callout kind="warning"
This step is essential. If your templates are not set correctly in Genie, exported letters will not be sent to the correct section.
```

Follow the guide: [How to set Genie templates](https://i-scribe.com.au/genie-stage-2#genie-template-setup-guide)

## Need help?

Call **1800 943 646**, or [book a meeting with our team](https://calendar.app.google/nWxvoF6bPex9D6St9).

Please make sure the following people are at the meeting:

- Your clinic's IT representative
- The practice manager, ideally with live access to the clinician's i-scribe account (we can still go ahead without this)