Skip to main content

How to Configure Lightning Step Integration Access ID in IQ (CRM)

When setting up the Lightning Step integration in IQ, you'll need to enter an Access ID along with the Location URL. The Access ID is the LightningStep API key that must be obtained from LightningStep directly.

Before You Begin

Ensure you have:

  • Administrative access to your IQ instance

  • The LightningStep API key provided by LightningStep (this will be your Access ID)

  • The Location URL for your LightningStep instance

Steps

1. Navigate to EMR Settings in IQ

Log into your IQ instance and go to Administration → EMR Settings → LightningStep

2. Access Connection Settings

In the LightningStep configuration section, locate the Connection Settings area.

3. Enter the Access ID

In the Access ID field, enter the LightningStep API key that was provided to you by LightningStep. This API key serves as your authentication token for the integration.

4. Enter the Location URL

In the Location URL field, enter your LightningStep instance URL.

5. Save the Configuration

Click Edit to save the Access ID and complete the connection setup.

Verification / Expected Result

Once saved, the Access ID will be masked in the IQ interface for security purposes. The integration should now be configured to authenticate with LightningStep using the provided API key.

Troubleshooting / Common Errors

Missing Access ID: If you don't have the LightningStep API key, contact LightningStep support to request one for your account.

Connection failures: Verify that the API key was entered correctly and that it's still valid in your LightningStep account.

Masked field concerns: The Access ID being masked after entry is normal security behavior—this doesn't indicate a problem with the setup.

💡 Important Notes

  • The Access ID is not generated inside IQ—it must come from LightningStep

  • This API key is used as the Bearer token for authentication between IQ and LightningStep

  • Contact LightningStep directly if you need to obtain or regenerate your API key

Related Resources

  • Lightning Step Integration Reactivation (CRM)

  • Lightning Step EMR Field Mapping for Bedboards and Patient Data Sync (CRM)

Did this answer your question?