Activation for PointClickCare Marketplace Applications

This quick reference guide provides the steps required to activate and deactivate SafeKeeping on the PointClickCare Marketplace

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PCC Marketplace Activation Activate a new Application (Partner)

Complete your request to enable the SafeKeeping integration to PointClickCare.  Please note the correct menu location depends on whether you have a Single Facility or Multi-Facility setup in PCC.

  • 1. Login to PointClickCare

  • 2. Go to one of the following:

    • Single facility:  Home > Marketplace > Manage Integrations.

    • Multi-facility: Management Console > Home > Manage Integrations.

  • 3. Click Activation Request

  • 4. Complete the following:

    Legal Organization Name - Type your legal organization name at the time of submitting the application activation request.

    Application - Select an application (SafeKeeping).

    Select facilities to activate application - Select the facilities in which the application is installed.

    Title - Type the title of the authorized requester.

    • Which email would like to be notified at? - Type email address. This email is used for communication regarding this request.

    Requested By -Type the first and surname of the requester. Requester must be an authorized signer for your organization.

    Health Care Provider - Type the Health Care Provider name.

    • Please read and agree to the Terms of Agreement to continue - Read the Terms of Agreement and click Accept.

  • 5. Click Submit

Expect up to 5 days for PointClickCare to complete the activation of your requested integration.

PCC Activation - Role Authorization Assign Application Activation Security

In PointClickCare, the SafeKeeping requester must have authority to complete the request.  If you need to assign the requisite security level before you complete application activation, follow these steps.

  • 1. Login to PointClickCare

  • 2. Go to one of the following:

    Single facility:    Admin > Setup > Security Roles.
    Multi-facility:  Management Console > Standards > Financial Management > Security Roles.

  • 3. Assign system security role:

    Authorized Vendor Application Purchaser (NOTE: For multi-facility organizations, you must also have access to the Management Console.)

    -> Click users

    -> Select applicable user(s)

    -> Click Save

  • 4. Apply security updates:

    To immediately apply security updates to users currently logged in, scroll to the bottom of Security Roles and click clicking here.

Need More Activation Help?

Click here to download a PDF of this guide or to see Deactivation instructions.

Want SafeKeeping to guide you through the PointClickCare activation process?  Contact our Support team.