MacroHealth Internal

Adding a Customer

A Customer needs to be added for each Payer that is connecting with MacroHealth through the MH Platform.

  1. Select the Connect tab.

    ConfigLanding.png

  2. Click Add Customer.

    AddCustomer.png

  3. Enter a Company Name, which should align with the customer's name in SalesForce.

    CompanyName.png

  4. Click Next.

    CustomerNameNext.png

  5. A message will appear for a short period of time letting you know that the Customer was created successfully. You will now be on the Customer dashboard.

    AddCustomerMessage.png
    AddCustomerSuccess.png

  6. If you return to the Configurator landing page, the customer you have created will be displayed and available to select.

    AddCustomerConfig.png

Tip

Now that you have Added a Customer, you can go to Section : “Adding an Integration”.

In this section: