> ## Documentation Index
> Fetch the complete documentation index at: https://docs.parchmenthealth.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Post-Integration Guide

> What happens after successfully integrating with Parchment Health APIs - moving from sandbox to production

## Overview

Congratulations on successfully integrating with Parchment Health APIs! This guide outlines the essential steps to transition from sandbox to production, ensuring a smooth deployment for your users.

<Info>
  **Timeline**: The entire process from video submission to production launch typically takes 3-5 business days, depending on the complexity of your integration and review feedback.
</Info>

***

## Step 1: Integration Demonstration Video

Once you're satisfied with your sandbox integration, you'll need to create a comprehensive demonstration video showing the complete user journey.

### 📹 Video Requirements

Your demonstration video must cover the following workflow in order:

#### 1.1 Credentials Setup

* Navigate to **Settings > Organisation > Edit > Partner Integrations** in your sandbox environment
* Copy the partner credentials (organisation\_id, organisation\_secret and user\_id)
* **Note**: You don't need to blur out the credentials as it's a sandbox environment

<div style={{ textAlign: 'center' }}>
  <img src="https://mintcdn.com/parchment/R_S6cYGsCPnCsVx0/images/integration-start.jpg?fit=max&auto=format&n=R_S6cYGsCPnCsVx0&q=85&s=3b402904e91773425619fba18c297fcd" alt="Integration gernerate new key" width="600" loading="lazy" style={{ borderRadius: '8px', margin: '8px auto', maxWidth: '100%', height: 'auto', display: 'block' }} data-path="images/integration-start.jpg" />
</div>

<div style={{ textAlign: 'center' }}>
  <img src="https://mintcdn.com/parchment/R_S6cYGsCPnCsVx0/images/integration-creds-generated.jpg?fit=max&auto=format&n=R_S6cYGsCPnCsVx0&q=85&s=a0419e80b1e949afbf52839ddc7d6540" alt="Credentials generated successfully" width="600" loading="lazy" style={{ borderRadius: '8px', margin: '8px auto', maxWidth: '100%', height: 'auto', display: 'block' }} data-path="images/integration-creds-generated.jpg" />
</div>

#### 1.2 PMS Integration Configuration

* Open your Practice Management System (PMS)
* Navigate to the Parchment integration settings
* Enter the sandbox credentials you copied
* Save the configuration

#### 1.3 Integration Validation

* Return to Parchment's integration page
* Refresh the page if you need to
* **Demonstrate**: The integration was successful ✅ (this confirms the `/validate` endpoint is working correctly)
* Show any success messages or status indicators

<div style={{ textAlign: 'center' }}>
  <img src="https://mintcdn.com/parchment/R_S6cYGsCPnCsVx0/images/integration-validated.jpg?fit=max&auto=format&n=R_S6cYGsCPnCsVx0&q=85&s=65f06b078a582bbad7f6c0ca5a97813d" alt="Integration validated success message" width="600" loading="lazy" style={{ borderRadius: '8px', margin: '8px auto', maxWidth: '100%', height: 'auto', display: 'block' }} data-path="images/integration-validated.jpg" />
</div>

#### 1.4 Patient Workflow Demonstration

* Create a **new** patient in PMS (you need to use test data for the xls doc shared previously)
* Click the prescription button in PMS
* **Demonstrate**: The user is taken to the patient in Parchment

#### 1.5 Prescription Management

* Create a prescription for the patient in Parchment
* **Demonstrate**: The prescription data is correctly displayed in PMS

### 📝 Video Best Practices

<Tip>
  * **Duration**: Keep the video between 5-15 minutes
  * **Resolution**: Record in at least 1080p for clarity
  * **Format**: MP4 or MOV format preferred
</Tip>

***

## Step 2: Video Review Process

### 2.1 Submission

Submit your demo video through one of the following methods:

* **Preferred**: Upload to a secure sharing platform (Google Drive, Dropbox, etc.) and share the link
* **Alternative**: Direct email attachment (if file size permits)

### 2.2 Review Timeline

<Steps>
  <Step title="Initial Review">
    **1-2 business days** - Technical review of integration functionality
  </Step>

  <Step title="Feedback Round">
    **1 business day** - Any issues or questions communicated back to you
  </Step>

  <Step title="Final Approval">
    **1 business day** - Approval for production credentials once all requirements are met
  </Step>
</Steps>

***

## Step 3: Production Credentials & Security

### 3.1 Security Assessment

Before receiving production credentials, we need to understand your security practices:

#### Required Information:

<AccordionGroup>
  <Accordion title="Credential Storage & Access">
    **We need to know:**

    * How production API credentials will be stored (environment variables, secure vault, etc.)
    * Which team members/roles will have access to these credentials
    * Your authorized user's security posture (MFA enabled etc)
    * Whether credentials will be stored in version control (should be **NO**)
  </Accordion>

  <Accordion title="Infrastructure Security">
    **Please provide details on:**

    * Server security measures and access controls
    * Network security (VPNs, firewalls, etc.)
    * Data encryption practices (in transit and at rest)
  </Accordion>

  <Accordion title="Compliance & Monitoring">
    **Documentation needed for:**

    * HIPAA compliance measures (if applicable)
    * Audit logging and monitoring systems
    * Incident response procedures
  </Accordion>
</AccordionGroup>

### 3.2 Authorized Personnel

Provide the **email address** and **role** of the person who will:

* Receive the production credentials securely
* Be responsible for credential management
* Serve as the primary technical contact for production issues

### 3.3 Secure Credential Delivery

Production credentials will be delivered via:

* **1Password** that will be sent to authorised user's email and expires in 7 days, or
* **Secure Email** if you have a preferred solution we could use

<Warning>
  **Never** share production credentials via unencrypted channels (Slack, SMS, regular email, etc.)
</Warning>

***

## Step 4: Production Launch

### 4.1 Integration Tile Activation

* Your integration tile will be made **live** in Parchment's production environment
* You'll receive email confirmation when the tile is active

### 4.2 User Onboarding Flow

Your users can now sign up and start using Parchment:

<Steps>
  <Step title="User Registration">
    Users visit [portal.parchment.health](https://portal.parchment.health) and create an account
  </Step>

  <Step title="Account Setup">
    Complete their organisation and practice details
  </Step>

  <Step title="Integration Setup">
    Navigate to Settings > Integrations and find your PMS tile
  </Step>

  <Step title="Credential Entry">
    Copy credentials into your PMS
  </Step>

  <Step title="Validation">
    Test the connection (tile should turn green)
  </Step>

  <Step title="Start Prescribing">
    Begin using Parchment for electronic prescriptions (once prescriber details have been validated)
  </Step>
</Steps>

***

### Useful Resources

* [Partner Integration Guide](./partner-integration-guide) - Complete technical integration guide
* [API Reference](./api-reference/introduction) - Detailed API documentation
* [FAQ](./docs/faq) - Common questions and troubleshooting