Getting Started

Partner onboarding

How external partners should be scoped and brought onto the API.

Partner onboarding starts by deciding which operational lane the integration owns: catalog discovery, prescription drafting, order submission, fulfillment status, or a broader embedded partner workspace.

  • Confirm whether the partner needs sandbox-only access, production credentials, or both.
  • Decide whether patient and prescription records are created by the partner or matched to clinic-owned records.
  • Keep demo order creation local-only until a real partner sandbox is confirmed.