Gensolve Setup Integration Guide

Gensolve GPM Setup

Connect your Gensolve GPM practice management system to QuackChat for live appointment availability. Your chatbot will be able to check real-time appointment slots and guide patients to book with the right practitioner.

For detailed instructions with screenshots, see the official Gensolve API guide. The steps are the same across all regions (NZ, AU, UK).

Prerequisites

• A QuackChat account on the Pro plan or above
• Gensolve GPM admin access
• Your Gensolve region (New Zealand, Australia, or United Kingdom)

Step 1: Request API Access

Gensolve API access is not enabled by default. You need to contact Gensolve Support to request it.

1. Email Gensolve Support or submit a request through your account manager
2. Request REST API access for your organisation
3. Mention you are integrating with a third-party chatbot service (QuackChat)

Typical turnaround: 1-3 business days depending on your region and support queue.

Step 2: Create an API Access Role

Once API access is enabled on your account:

1. Log in to Gensolve GPM as an administrator

2. Navigate to Administration > User Access Roles

3. Click New to create a new role

4. Name it something descriptive (e.g. "QuackChat API Access")

5. Enable the following permissions:

   • API Options — required for any API access
   • Administration Menu — required for configuration endpoints

6. Save the role

Step 3: Create a Dedicated API System User

Create a separate user account for QuackChat rather than using a personal account:

1. Navigate to Administration > System Users
2. Click New to create a new user
3. Set a strong password and record it securely
4. Assign the API access role you created in Step 2
5. Save the user

Best practice: Use a service account (e.g. "quackchat-api") rather than a personal login. This avoids disruption if a staff member leaves.

Step 4: Configure Endpoint Permissions

1. Log in as the API user you just created
2. Navigate to the user access role's API tab
3. Enable only the endpoints you actually need, using the tables below. Start with the read-only set; add the booking set only if you want the bot to create, move or cancel appointments.

Grant the minimum, not the maximum. Gensolve lets you set endpoints and methods to * (all), which is quicker but gives this account full access to your practice data — including endpoints QuackChat never calls. These credentials sit in a third-party integration, so if they are ever exposed, the endpoint list is what limits the damage. Pick the specific endpoints; it takes a few extra minutes once.

Minimum for Live Availability (read-only)

Additional for Live Booking (transactional)

Nice-to-have

5. Save the endpoint configuration

Step 5: Whitelist Server IP

Gensolve requires IP whitelisting for API access:

1. Navigate to Administration > API Configuration
2. Enter the QuackChat egress IP addresses in the Server IP field. Contact support@quackchat.app and we will send you the current list for your region.
3. Save the configuration

Prefer a specific IP allowlist. Entering * allows connections from anywhere, which works but removes a whole layer of protection: your API username, password and secret key become the only thing standing between the internet and your patient records. An allowlist means leaked credentials alone are not enough to use them. Only fall back to * if your Gensolve deployment cannot accept a list, and if you do, treat those credentials as highly sensitive: store them in a password manager, never reuse them, and rotate them if anyone who had access leaves.

Step 6: Enter Credentials in QuackChat

1. Open your bot's workspace in QuackChat

2. Go to Integrations and create a new PMS connection

3. Select Gensolve as the provider

4. Set the connection mode to Live Availability

5. Enter your credentials:

   • Organisation Name — your Gensolve organisation identifier
   • API Username — the system user you created
   • API Password — the password for that user
   • Secret Key — provided by Gensolve when API access was enabled
   • Region — select New Zealand, Australia, or United Kingdom

6. Save the connection

Note: Vendor ID is auto-detected from your Gensolve account — you do not need to enter it manually.

Step 7: Test the Connection

1. Click Test Connection in QuackChat to verify connectivity
2. A successful test will show a green "Healthy" status
3. Try asking your bot about appointment availability to confirm end-to-end functionality

Regions and API Base URLs

Gensolve uses region-specific API endpoints:

QuackChat selects the correct endpoint automatically based on your region setting.

Troubleshooting

"Connection refused" or timeout errors

• Verify the QuackChat server IP is whitelisted in Administration > API Configuration
• Confirm your region setting matches your Gensolve account

"401 Unauthorized" errors

• Double-check the organisation name, username, and password
• Verify the API user has the correct access role assigned
• Confirm the Secret Key matches what Gensolve provided

"403 Forbidden" on specific endpoints

• Log in as the API user and verify all required endpoint permissions are enabled
• Ensure both "API Options" and "Administration Menu" are enabled on the role

Connection test passes but bot shows no availability

• Verify at least one clinician has available appointment slots in Gensolve
• Check that appointment types are configured in Gensolve's admin panel
• Ensure the operating hours in QuackChat match your practice hours

Auto-disabled connection (5 consecutive failures)

• The connection will auto-disable after 5 consecutive sync failures
• Fix the underlying issue, then re-enable the connection using the Active toggle
• Click Test Connection to verify before re-enabling