Clients Epic App Orchard Point Person (AOPP) expresses interest via Epic App Orchard

Client

Client Execute Patient Lookup License Agreement with Epic API Addendum and return the signed document to Patient Lookup

Client/Patient Lookup

Patient Lookup approve and issue application keys to Client

Patient Lookup

Kickoff Call to be held with Client, Patient Lookup team and respective Epic Contacts. *Weekly Call Arrangements and participants *Discuss Training and Support *Launch Button Placement *User permissions and/or restrictions

Patient Lookup/Client

Epic support to confirm FHIR is installed on their instance of Epic

EPIC/Client

Provision a background user for the app to authenticate API calls into your Epic system. Be sure they have correct security.

EPIC/Client

Enable the APIs that are needed for this integration and secure them with the appropriate security policy. Make sure the app is able to communicate with your system from outside your organization's firewall.

EPIC/Client

Verify that the app can successfully call the APIs setup for this integration

EPIC/Client

Test and Confirm DNS properly configured for provider-facing FHIR URL

Patient Lookup/Client

Create integration record in Hyperspace and configure Interconnect (Epic API).

EPIC/Client

Patient Lookup send launch URL and Tokens to Patient Lookup Epic Technical Service (Hannah). URL tokens to be used throughout the deployment process by Epic support personnel.

Patient Lookup

Enable the APIs that are needed for this integration and Verify that the app can successfully call the APIs

Patient Lookup

Configure Epic to launch the app in the appropriate workflow and for the appropriate users

EPIC/Client

Confirm Patient Lookup button placement on Epic patient record

Client/Epic

Confirm Epic to launch the app only for the appropriate users - confirm

Client/Epic

Confirm install on preview/staging environment is complete

Client/EPIC

Test and QA preview/staging environment install

Patient Lookup/Epic/Client

Sign Off to Go-Live

Patient Lookup/Epic/Client

Install on production environment

EPIC/Client

Post Production QA

Patient Lookup/Client