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The Data Health section of Practice settings is only available to practices that have purchased the Data Health & Insights add-on (Practice Essentials or Practice Advanced plan). By default, only Practice Admins can access Practice settings.

Generating an API token

Dext authenticates Data Health & Insights API requests with an API token. Tokens are personal: a token returns only the clients its creator can access, so create it from a Practice Admin account to cover every client.

1

Sign in to Dext

Sign in to your Dext practice account.

  • Select Practice settings in the bottom-left navigation.
2

Open the API tokens page

In Practice settings, select Data Health in the left navigation, then select API tokens.

3

Create and copy a token

Enter a descriptive name in the Token Name field (for example, StackOne) and select Create. Copy the token value and paste it into the API Token field in StackOne Hub.

  • The token value is shown once and cannot be retrieved later, so copy it before you close the modal.
  • Deleting the token in API tokens immediately rejects it for all API requests.

Linking the Account from the Hub

1

Navigate to the Hub

Use one of the three Linking Account Methods to access the Hub.
2

Fill out the fields

Fill out the following fields using details from your provider:
  • API Token
3

Connect

  • Click Connect
  • If applicable, the provider will redirect you to a sign-in or authorization page. Complete the provider’s authorization flow.
  • Once authorization is successful, you will see a confirmation popup

If the account linking is successful, you will see the newly linked account on your Accounts page.