Network setup

What you need

Each network opens with its own prerequisites: the accounts, roles, and verification that network requires before you can connect.

Register your developer app

For networks that sign in with OAuth, step-by-step instructions to create your clinic's own app on the network's portal, the exact scopes to request, the redirect URI to add, and the fields to paste the app's credentials. Meta-family networks also show the webhook callback URL and verify token to paste into your app.

Choose how to connect

Networks can offer more than one way to connect: signing in through your app, pasting a long-lived or system-user token, or entering an access token or app password. The page shows the right fields for the method you pick, with guidance on when to use each.

Explained review status

Choose the developer-app review status from described options so the clinic can distinguish an app that is not submitted, under review, or approved without entering a status code by hand.

Documentation and troubleshooting

Links to the network's official documentation throughout, plus common setup problems and how to fix them, so you can get unstuck without leaving the app.

Set up and connect

1. Read the prerequisites and register your developer app where the network needs one.
2. Copy the redirect URI into your app, then paste the app credentials and save.
3. Choose a connection method and either sign in or enter the credential it asks for.
4. Confirm the account appears under Connected accounts on the page.