Your practice systems.
A defined scope.
A custom connection starts with the API your EHR, practice management, or scheduling vendor makes available. We assess approved access, the administrative actions you need, and the records your team expects before proposing an implementation.
- 01A call creates intent
- 02Your workflow runs
- 03The outcome returns
Explore the administrative actions your vendor supports.
Each example is a workflow to evaluate. Your approved connection and written scope determine which actions are available.
- Documentation
- What does the vendor API support?
- Permissions
- Which access is authorized?
- Data
- Which fields does the task require?
Scope and validate
Agree on authentication, data boundaries, duplicate handling, and recovery.
- Action
- An approved, supported operation
- Result
- A response verified by the system
- Recovery
- A staff-owned incomplete request
- 01
Review vendor-approved API access.
- 02
Scope the permitted data and actions.
- 03
Test success, failure, and staff handoff.
Clear scope.
Useful outcomes.
We’ll confirm availability, permissions, and the exact workflow for your environment before rollout.
- DISCOVERY
- Review vendor documentation, supported endpoints, access requirements, and any restrictions on the intended workflow.
- ACTIONS
- Scope availability checks, appointment requests, referral tasks, or outcome updates only where authorized and supported.
- CONTROLS
- Agree on authentication, access boundaries, data fields, retention, error handling, and required agreements.
- VALIDATION
- Test identity matching, duplicate prevention, failures, and a staff fallback before a live rollout.
- Which documented APIs are available for your EHR or practice system?
- What permissions, agreements, and data controls are required?
- How will staff handle unconfirmed actions or uncertain matches?
Make REST API part of the conversation.
Bring your systems and your real call scenarios. We’ll work through the permissions, actions, and handoffs together.