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Access Practice Management – Revoke and reauthorise with the Integration Server

If Access Practice Management is not synchronising correctly with HandiSoft or other cloud products, you may need to revoke and reauthorise the connection in the Integration Server

If you are not using HandiSoft Online,

  • Check if HSDA (HandiSoft Data Agent) service is running on the server here, and check for application event log errors for HSDA here. Try restarting the HSDA service here if all products are integrated.


Please ensure you have checked the following in relation to Access Practice Management synchronisation issues before revoking and re-authorising Access Practice Management:

  • Check that HandiSoft/Practice Manager Contact 20XX is Authorised via the Integration Configuration menu.

  • Log in to the Integration Server and check the products are Authorised.

  • If Access Practice Management changes are working, and the issue is coming from HandiSoft desktop to the Integration Server please refer to this knowledge base article to check and re-authorise HandiSoft.

  • If issues are related to specific clients only, please refer to our knowledge base article on identifying broken links and how to link them back up.

  • Clear the logs


To re-authorise Access Practice Management, please ensure you have completed the mandatory troubleshooting steps listed in the articles above before going through with the steps below:

  1. Log in as the System Administrator into Access Practice Management

  2. Go to settings cog and then Setup

  3. Type "Auth. Providers" in the Quick-Find search box then click on the Auth. Providers identity

  4. Next to the Integration Service, click Edit

  5. Remove the data within the Consumer Key and Consumer Secret fields then click Save

  6. Log into the Integration Server as the Administrator

  7. Click on Product Setup

  8. Click the Settings cog next to Access Practice Management

  9. Under Product Connection, Copy the Client ID then paste into the Consumer Key field in Access Practice Management

  10. If the Secret Key is showing alphanumeric characters copy this into the Consumer Secret field in Access Practice Management. If the Secret Key is shown as asterisks, press Revoke

  11. Refresh the page and then press Add under Product Connection

  12. A pop-up box will appear Create API Connection. Press the Eye icon to reveal the Secret ID

  13. Copy the newest Client ID and Secret ID from the Create API Connection pop-up box in the Integration Server and paste it into Access Practice Management as the newest set of keys

  14. In Access Practice Management, Go to the settings cog and then Setup

  15. Type Named Credentials in the Quick-Find search box

  16. Click Edit then Save to refresh it. Click Allow

  17. If you get an authenticator error, go back to Setup, in the Quick-Find box type Auth. Providers, press Edit then Save.

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