Before you begin
You must have the admin_partner_api_tokens_manage permission, which is included in the Admin role. Without it, the Partner Tokens page does not appear in Admin.
Instinct must approve the integration partner for it to appear in the partner list.
See API documentation for supported endpoints.
If you don't see the Partner Tokens page, this may not be enabled for your practice. Contact support via live chat or email [email protected].
Create a partner token
Go to Admin → Practice → Partner Tokens. You can also open Partner Tokens from the Admin Home page.
Click Add New.
Read the Partner API Terms message and click Accept.
In the Location drop-down, select the location the token is for. The drop-down defaults to your current location.
In the Partner drop-down, search for and select the integration partner. If no partners appear, the dialog displays a message to contact Instinct Support.
In the Partner drop-down menu, there is a Practice Internal Use option to create credentials for custom integrations.
Enter a name in the Label field. Instinct automatically adds the location name to the end of the label, and you cannot remove it. The full label displays under the field as Saved as. The label appears as the reviser on records the partner changes.
Click Create Token.
A new window will display your credentials; click the copy buttons to copy the Client ID and Secret.
Select Copy both to copy the Client ID and Secret at once. When Copy both is selected, the values appear like this:
Client ID: e64eb09b-4b3c-9702-76e43667934e
Secret: Yv885y9VMjHsvPh+e+bvPib9pKstkxWM5hl5hDU
Store both values in a secure location before clicking Done. When you click Done, you cannot view the Secret again.
Warning: The Secret only displays upon token creation. When you select Done, you cannot view the Secret again. |
Find a token and copy a Client ID
The Partner Tokens table lists the tokens for every location in your organization, with the newest first. The table displays the partner, label, location, Client ID, and created date.
Enter a partner name, label, or location in the Search tokens box to filter the list.
Click the copy icon next to a Client ID, or click the three-dot menu on the row and select Copy client ID.
Delete a partner token
Go to Admin → Practice → Partner Tokens.
Click the three-dot menu on the token's row.
Select Delete token.
Review the label and location in the confirmation dialog, then select Delete Token or Cancel.
Note: Access already granted with a deleted token can stay valid for up to 24 hours. Deleted tokens are permanently removed and do not appear in a history. |
Frequently asked questions
Can I create more than one token for the same partner?
Yes. For example, you can create a second token to rotate credentials. Each token must have a unique label.
What if I lose a Secret?
Instinct cannot display a Secret again. Create a new token for the partner with a new label, then delete the old token.
Can other practices see my tokens?
No. Your practice can only view and manage its own tokens.
Will my existing partner connections stop working?
No. Existing partner logins continue to work as before.
What if my partner is not in the list?
Only partners approved by Instinct appear. Contact Instinct Support to ask about a partner. For the previous request process, see Requesting Partner API Access.
Submit feedback
Feel free to give us feedback on Partner Tokens by submitting a feature request. In the in-app chat, select Ask a Question → Submit a Ticket → New Feature Idea. All feedback is submitted to the Product and Engineering teams.
Still need help?
Contact support via live chat or email [email protected].