Client expresses interest in eClinicalWorks connector via SAR or EHR Request Form

Client

Client executes Patient Lookup License Agreement with eClinicalworks API Addendum and return the signed document to Patient Lookup.

Client

Patient Lookup approves

Patient Lookup

Client can then go to myEclinicalWorks and create a case and share that case number with Patient Lookup and Farah.Saeed@eclinicalworks.com

Client

Patient Lookup will then share the CASE number back to eClinicalWorks contact

Patient Lookup

Kickoff call to be held with Client and Patient Lookup teams and respective ECW contacts. *Weekly Call Arrangements and participants *Discuss Training and Support *Launch Button Placement *User permissions and/or restrictions

Client/Patient Lookup/ECW

Client to sign agreement(s) with ECW

Client

Patient lookup to provide SFTP form to ECW - for ADT drops

Patient Lookup

ECW to return SFTP form

ECW

Patient lookup to set up and test sftp location

Patient Lookup

Patient lookup to configure ADT imports to have ECW patients prematched to Patient lookup

Patient Lookup

ECW to send Staging SSL/TLS cert to Patient lookup for staging/preview configuration

ECW