CONNECTION REVIEW

Connect with a clear purpose.

External services can support identity, communications and financial workflows. Each connection needs the right configuration, permissions and data-handling agreement.

Identity

Review sign-in configuration, staff membership and roles. Your practice’s access rules remain necessary when an external identity provider is used.

Communications

Email and SMS need configured providers, valid sender details and the appropriate consent. Confirm actual delivery receipts and failure handling before relying on an automated message.

Payments

Confirm the provider account, supported country, settlement currency, fees, tax treatment and refund workflow. A display currency does not enable payment processing.

Custom integrations

The Enterprise plan includes the integration entitlement in the plan catalog. Agree the actual interface, scope, implementation and operational responsibility separately.