User documentation for Invaryant

Invaryant User Guide

Your First Portal Sync

Here’s a step-by-step on how to sync your medical records.


 

Welcome to Invaryant. This is your first stop for pulling together records from all your healthcare providers.

Before starting the sync process, make sure you have some basic information on hand for each portal you want to sync with. You will need your patient-portal username and password for every portal you sync with. Depending on which search option you choose, you may also need your provider’s full name, their facility’s name, the facility’s zip code, and/or the basic URL for the provider’s patient portal. We also recommend testing your login information within your provider’s patient portal first. If you don’t have a login for your provider’s patient portal, please contact your provider’s office.

You can sync at any time from within your Invaryant by clicking the Sync button in the main menu, as shown below.

Sync button – second from left

In the sync wizard that opens, if you have not yet completed your first sync, you will first have to click Continue. On the next screen, you will select the name of the user whose records you’d like to sync.

Next, confirm the profile information and click Connect portals.

If the incorrect user is displayed, click Select other to choose a different family member. Clicking Cancel closes the sync process.

After Connect portals has been clicked, a Connections screen opens. To add a portal, click Add a connection. Select Office or hospital (if you know the name and zip code of the facility), Doctor name (if you know your doctor’s full name and their facility’s zip code), or Portal website address (if you have a link to the patient portal).

For an Office or hospital search, please be sure that the full name of the building – e.g., Northside Hospital – is included in the search and that a correct zip code is entered.

For a Doctor name search, if you do not see your doctor listed after you click Search, you may still be able to locate their office by going back and doing an Office or hospital search instead.

For a Portal website search, keep in mind that the system will have a much easier time locating the portal if the website address is shortened (e.g., mychart.piedmont.org).

After clicking Search, please select your provider or your portal URL from the list. Because many providers see patients at multiple locations, the search may show a different address than where you visit your provider. That’s okay! We will select the correct location next.

(If you don’t see your provider, please reach out to our support team.)

Next, if applicable, you will select the location where you visit this provider.

After confirming your provider’s information, enter your Portal username and Portal password. Then, click Connect.

The provider has now been added to your Invaryant records. Eventually, you will be redirected to the Connections screen of the wizard. If there are any other provider portals you’d like to pull records from, you can do that now by clicking Add a connection.

To check the status of a sync or to make changes to a portal connection, click the provider or portal on the Connections screen of the sync wizard.

If the login information you entered for a portal is correct, you will receive a notification that your records are being synced, and we will let you know when the process is complete.

 

Thank you for using Invaryant to sync together your health records. If you have any trouble, please refer to our support resources at invaryant.com/support. Or you can reach us by phone at 770-857-3870 or email us at support@invaryant.com.

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