How does ify support customers using Genie Solutions [Beta]?

Genie Solutions [Beta] is one of ify's integrations — when a customer reaches out, ify calls Genie Solutions [Beta]'s own tools to look up their record, take the right action, and resolve the request, without a human touching a ticket queue first.

Does ify replace Genie Solutions [Beta]?

No — ify is not a Genie Solutions [Beta] alternative. It's an AI agent that integrates with the Genie Solutions [Beta] you already run and calls its tools to resolve tickets, so nothing about your existing setup or data changes.

What can ify do with Genie Solutions [Beta]?

ify can create appointment, get appointment by id, get appointment types, and 21 more in Genie Solutions [Beta] to resolve support tickets — see the full list of tools above.

Is a migration required to use ify with Genie Solutions [Beta]?

No migration is required. ify connects to the Genie Solutions [Beta] account you already have and starts resolving tickets using the tools already available there.

ify connects with Genie Solutions [Beta]

ify is an AI support agent that seamlessly integrates with Genie Solutions [Beta] to understand customer context, use approved tools, and complete resolutions across your support stack.

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Resolution flow

How ify uses Genie Solutions [Beta]

The point is not another integration badge. ify uses Genie Solutions [Beta] as part of the work required to resolve a customer request, then carries the result back into the support conversation.

Read the request

ify understands what the customer needs and whether Genie Solutions [Beta] is the right system to check.

Pull live context

It looks up the relevant healthcare context directly from Genie Solutions [Beta], not a stale copy.

Take the action

With 24 supported tools, ify can complete approved steps inside Genie Solutions [Beta].

Record the outcome

The customer gets a clear answer, and the support trail keeps what was checked, changed, and escalated.

Tools ify can use in Genie Solutions [Beta]

ify calls these 24 tools inside Genie Solutions [Beta] to support your customers end-to-end — no ticket sits in a queue waiting on a manual lookup.

Create Appointment

Creates a new appointment for a specific patient with a practitioner at a designated site and time.

Tool

Get Appointment By ID

Fetches the full details of an appointment including participants, type, and extensions from Genie Solutions.

Tool

Get Appointment Types

Fetches the details of appointment types configured for the given tenant from Genie Solutions.

Tool

List Appointments

Fetches a paginated list of appointments from Genie Solutions. Allows filtering by date range, practitioner, and supports including related entities like patients and referrals.

Tool

Cancel Appointment

Cancels a specific appointment in Genie Solutions by its ID and provides a cancellation reason.

Tool

Create Patient

Creates a new patient profile in Genie Solutions with detailed demographic, contact, and identification information.

Tool

Update Patient

Updates specific fields of an existing patient profile in Genie Solutions. Since this is a partial update, you only need to provide the fields you wish to change.

Tool

Search Patient By Name

Searches for a patient in Genie Solutions using their first name, last name, and date of birth. Note: If the search returns more than one matching patient, or no patient is found, the API will return an error.

Tool

Get Patient By ID

Fetches the full details of a patient including contact information, identifiers, and demographic details from Genie Solutions.

Tool

Resolution paths

Common outcomes from Genie Solutions [Beta]

Each path starts with one customer need, uses the right Genie Solutions [Beta] tool, and ends with a verified answer or action inside the support conversation.

Path 01

Create Appointment

Creates a new appointment for a specific patient with a practitioner at a designated site and time.

Uses Genie Solutions [Beta]Verified outcome

Path 02

Get Appointment By ID

Fetches the full details of an appointment including participants, type, and extensions from Genie Solutions.

Uses Genie Solutions [Beta]Verified outcome

Path 03

Get Appointment Types

Fetches the details of appointment types configured for the given tenant from Genie Solutions.

Uses Genie Solutions [Beta]Verified outcome

Connected stack

Connect Genie Solutions [Beta] with your stack

Customer requests rarely live in one system. ify can use Genie Solutions [Beta]alongside the apps your support team already checks to verify context, take action, and close the loop.