Integrate iDoc with Availity for Seamless Data Exchange
How to Integrate iDoc with Availity: A Step-by-Step Guide
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Integrate iDoc with Availity: A Step-by-Step Guide
With Magical, you can seamlessly integrate iDoc with Availity in seconds – no complex setups or coding required. In this post, we'll discuss what Magical is, how to install it, and how to use Magical to bridge data between iDoc and Availity, helping you streamline your healthcare data management processes. Additionally, we'll explore other traditional integration options such as Zapier and API solutions to provide a comprehensive approach to your integration needs.
More iDoc integrations with Magical
What iDoc Data Can You Transfer
Magical enables you to transfer a wide array of data from iDoc to Availity. Here are some examples of the information you can extract:
Patient First Name
Patient Last Name
Date of Birth
Patient ID
And move more types of information by creating your own custom labels.
How to Transfer Data from iDoc to Availity using Magical
Now that you have the Magical Chrome extension installed, let's discuss how to transfer data from iDoc to Availity for more efficient healthcare data management. Follow these steps:
Sign in to your iDoc account and open the patient record containing the data you want to transfer, such as patient demographics, insurance details, and medical history.
In iDoc, label the information you want to transfer with Magical, like Patient Name, Insurance ID, or Diagnosis.
Sign in to your Availity account and open the section where you want to add the iDoc data.
Type "//" in an empty field and select the information you want to transfer from iDoc such as Patient Name, Insurance ID, etc.
The next time you fill out a record, Magical will automatically transfer all the fields into the form with one click.
About iDoc and Availity
Efficient data transfer between EHR systems and insurance providers is crucial to maintaining a smooth workflow. iDoc is a comprehensive EHR platform and Availity is a robust insurance verification and claims management solution. Combining the capabilities of these two platforms can significantly enhance your healthcare data management processes. By leveraging Magical, you can easily move information from iDoc to Availity, allowing you to focus on improving your healthcare delivery processes.
Other ways to connect iDoc and Availity
Using Integration Platforms
Integration platforms like Redox or Mulesoft provide a seamless connection between iDoc and Availity, allowing for automatic data transfer between the two systems without the need for extensive coding. These integrations offer a variety of triggers and actions, enabling you to automate workflows and improve efficiency in healthcare data management.
Using APIs
Another approach to integrate iDoc and Availity is by directly utilizing their APIs. By integrating both APIs, you empower healthcare providers and insurance teams with real-time patient insights, fostering improved communication and a superior workflow. To employ this method, refer to their respective API documentation.
Direct Integration between iDoc and Availity
Some insurance providers may offer direct integrations with major EHR systems like iDoc. These integrations can provide real-time eligibility checks, streamlined claims submission, and automated pre-authorization processes. Check with your local Availity representative to see if they offer a direct integration solution with iDoc.
Considerations for Integration
HIPAA Compliance: Ensure all integrations maintain patient data privacy and security in compliance with HIPAA regulations.
Data Standardization: Use standard formats like HL7 or FHIR to ensure consistent data exchange between systems.
Workflow Optimization: Design integrations to streamline existing workflows and reduce manual data entry.
Scalability: Choose integration solutions that can handle increasing data volumes as your healthcare organization grows.
For more information on healthcare system integrations, visit the HealthIT.gov Interoperability page.
Common Questions
WHAT IS MAGICAL
Magical is an agentic AI platform that deploys AI Employees to handle complex, end-to-end workflows across your systems—without APIs, integrations, or engineering lift. Instead of simple data extraction, Magical’s AI understands your workflows, navigates interfaces, makes decisions, and completes tasks just like a trained team member would.
Whether it’s moving data between applications, verifying information, completing multi-step processes, or monitoring queues, Magical automates work reliably and transparently. You can watch every click, see every decision, and trust that your AI Employees are completing work with accuracy, speed, and full auditability.
HOW TO INSTALL MAGICAL
The first step is to book a demo. Our team will walk you through how Magical’s AI Employees work, what’s possible for your organization, and where automation can have the biggest impact.
After the demo, you’ll be paired with a dedicated AI Deployment Engineer who will guide you through setting up your first automation. Most teams go live in about a week—no integrations, no IT lift, and no lengthy configuration. Just a clear workflow, a quick build, and your first AI Employee up and running.




