Shexie integration

Use this guide to scope a Shexie integration rollout, align data touchpoints, and complete a staged pilot before wider release.

Getting started

1

Enable Dorsum AI in Shexie user settings

Go to Table Maintenance > Security Maintenance > Update a User, then add Dorsum details in AI Settings.

  • Select the user who is registered in Dorsum.
  • Enter the matching Dorsum account email.
  • Optionally enable Send Documents as Context.
  • Save settings and confirm they persist.
2

Launch Dorsum from a patient record

Open a patient in Shexie Platinum and use the Dorsum widget icon in the clinical window.

3

Complete first-time account linking

On first launch, sign in to link Shexie and Dorsum. After linking, the integration is ready for daily use.

Integration walkthrough

A practical view of how teams launch Dorsum inside Shexie and complete the consult-to-output flow.

Get in touch

Want help setting up Shexie?