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Integrate Clients With Skills

  • August 13, 2025
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Ensora Education Team
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In order to integrate a client in the system with SKILLS, open their profile and check on the option for it from the Integrations section.

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In addition, the system offers the ability to specify which Services should be integrated with SKILLS - not all Contract Services may be appropriate to integrate if those services do not meet with the client or lack a clinical component to them.
Select the checkbox for each service where you would like appointments in the system to create a matching session in SKILLS.

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Once you click Save or Save & Close on the client record, the system will push these changes to Skills.

 

NOTE: You should always create clients/staff from the system once the integration is enabled. Trying to integrate with existing clients/staff can cause duplicates in SKILLS. Please contact Support if you need to integrate with clients/staff that were created in SKILLS first.

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