How to Connect & Use Checkr with YourMedSoft
Complete step-by-step guide to integrate Checkr with YourMedSoft. Learn how to connect Checkr, control Data In and Data Out, add records via + Add Data or CSV upload, and manage synced data in Credentials & Compliance.
To connect Checkr to YourMedSoft, open Integrations & Sync (/portal/settings?tab=integrations), locate Checkr, and click "Connect". Once connected, the Sync & Data Control Hub opens automatically so you can pull license verifications, background reports & oig/sam clearances into Credentials & Compliance (/portal/credentials), push clinician screening orders & continuous license enrollments out to Checkr, or add records via "+ Add Data" and CSV upload.
What You Need Before Starting
- Active YourMedSoft account with Administrator or Coordinator role.
- Active account on Checkr (API token optional — free CSV Batch / Sandbox Mode supported).
- Configured clinical roster or facility rate sheets in YourMedSoft Foundation.
Clinical & Regulatory Compliance Standards
- HIPAA & HITECH Data Safeguards: All API payloads transmitted between YourMedSoft and Checkr are encrypted in transit using TLS 1.3 with AES-256 encryption. PHI is strictly minimized according to minimum-necessary privacy rules.
- Joint Commission & CMS Quality Standards: Primary source credential verifications and clinical privileges are cross-referenced before nurse shift scheduling to ensure zero uncredentialed placements.
- Deduplication & Transaction Integrity: Automated idempotency keys prevent double-counting of timesheets, invoices, applicants, or clinician records during network retries.
Step-by-Step Instructions
Open Integrations & Sync & Locate Checkr
Log in to YourMedSoft with an Admin or Manager account. Click "Integrations & Sync" in the left navigation sidebar (or go to Settings > App Marketplace & Integrations). Search for "Checkr" or filter by the "Compliance & Background" category pill.
Connect Checkr (Live API Token or Free CSV / Sandbox Mode)
1. Obtain Credentials: Log in to your Checkr admin or developer console and copy your API Key / Access Token (and Account or Vendor ID if applicable). 2. Configure in YourMedSoft: Paste your Checkr token below, or leave the API Key blank to connect in free Sandbox Mode for testing. 3. Custom Endpoint (Optional): If your organization uses a custom Checkr subdomain or webhook listener, enter it in the Custom Base URL / Webhook field.
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Pull Data In (Inbound API Sync or CSV / JSON Upload)
Immediately after connecting, the "Checkr Two-Way Sync & Data Control Hub" opens automatically on the "Import (Data In)" tab. Click "Import from Checkr" to pull license verifications, background reports & oig/sam clearances via API, or use "Upload CSV / JSON File into Credentials & Compliance Inventory" to batch-import records directly into Credentials & Compliance (/portal/credentials).
Create & Push New Records (+ Add Data Tab)
Switch to the "+ Add Data" tab inside the Checkr Sync Hub (or click "+ Add Data" on the Connected Integrations bar inside Credentials & Compliance). Fill out the quick form to create a new record in YourMedSoft and simultaneously push it out to Checkr.
Push Data Out (Outbound Sync & Formatted CSV Batch Export)
Open the "Export (Data Out)" tab in the Sync Hub (or click "Push Data Out" from Credentials & Compliance at /portal/credentials). Select your active billing cycle or pay period, review the live record counts (Clinician Credentials & Screening Requests), and click "Export to Checkr" for direct API transmission or "Download CSV Batch" for manual upload into Checkr.
Configure Auto-Sync Rules & Verify HIPAA Audit Logs
Open the "Data Controls" tab to toggle Auto-Sync Data In (Inbound), Auto-Sync Data Out (Outbound), Sync Frequency (Real-time, Hourly, Daily, Manual), and Duplicate Record Handling. Switch to the "Sync Logs" tab at any time to inspect timestamped inbound/outbound receipts.
Pro-Tips & Best Practices
- Use the Connected Integrations bar at the top of Credentials & Compliance (/portal/credentials) to trigger 1-click "Pull Data In", "Push Data Out", or "+ Add Data" without leaving your workspace.
- If your Checkr plan does not include API access, leave the API key blank to use CSV upload in "Import (Data In)" and formatted CSV batch downloads in "Export (Data Out)".
- Use the "Sync Logs" tab to verify timestamped inbound and outbound sync receipts for HIPAA and Joint Commission audits.
Troubleshooting & Operational Edge Cases
Issue: Checkr shows "Sandbox Mode" instead of "Live API Verified"
Operational Resolution: This means Checkr was connected without an API key. While Sandbox Mode lets you upload CSV/JSON files and test "+ Add Data" immediately, to enable live API calls open Checkr > "Manage Data & Sync" > "API Key" tab, paste your Checkr token and Account/Subdomain ID, and click "Save & Verify API Key".
Issue: Timesheet, candidate, or payroll batch rejected by Checkr
Operational Resolution: Check that all records in the batch have matching identifiers or email addresses in Checkr, or use the "Download CSV Batch" button in the "Export (Data Out)" tab for direct file import into Checkr.
Issue: Where do my imported records from Checkr appear?
Operational Resolution: Imported records from Checkr are saved directly into Credentials & Compliance Inventory. Click the "Credentials & Compliance" link inside the "Import (Data In)" tab or navigate to /portal/credentials in the left sidebar.
Frequently Asked Questions & Troubleshooting
What happens immediately after I save and connect Checkr?
As soon as you click Connect, YourMedSoft pins Checkr to your "Your Active Integrations" command center at the top of Integrations & Sync, adds a 1-click control bar inside Credentials & Compliance (/portal/credentials), and automatically opens the 7-tab Sync & Data Control Hub with a "What Happens Next" walkthrough.
Where do I control Data In, Data Out, and add new data for Checkr?
In the Checkr Sync & Data Control Hub (accessible from Settings > Integrations & Sync or the bar at the top of Credentials & Compliance): use "Import (Data In)" to pull records or upload CSV/JSON files, "Export (Data Out)" to push clinician credentials & screening requests or download CSV batches, "+ Add Data" to create and push individual records, and "Data Controls" to configure automatic sync rules.
What specific data flows between YourMedSoft and Checkr?
The two-way integration handles: (1) Inbound (Data In): Import completed background check reports and drug screen clearance -> routed to Credentials & Compliance (/portal/credentials). (2) Outbound (Data Out): Order criminal background, 10-panel drug test, and OIG/SAM checks -> sourced from Clinician Credentials & Screening Requests.
Does connecting Checkr incur any additional fees in YourMedSoft?
No. YourMedSoft provides native integrations with zero per-connection surcharges and zero middleware fees. You can connect using your Checkr API key or use free CSV Batch / Sandbox Mode.
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