Patient Connect Onboarding Guide

This Patient Connect Onboarding Guide is your go-to resource for getting started with Patient Connect.

This guide is divided into five sections:

1. Learn how to Register as a Patient Connect Developer and how to Access the 1upHealth Sandbox.

2. Explore the Patient Connect API Documentation.

3. Learn how to use the 1upHealth Support Portal and how to submit and track any product issues or questions.

4. Learn the steps needed to enable access to live provider endpoints.

5. Consider connecting your application to 1upHealth’s payer endpoints.

Section 1: How to Register as a 1up Developer and Access the 1up Sandbox

To access the Patient Connect Sandbox, you need to register as a developer and create an application in the 1upHealth Developer Portal.

Note: If you are outside the United States, you must use a US-based VPN to connect to the 1up Developer environment, as access is limited to US IP addresses for compliance reasons.

Follow these steps to register as a developer and access the Sandbox:

1. Register and obtain your Client ID and Secret for making API calls. We recommend using a generic email (e.g., developer@yourdomain.com or 1upHealthApp@yourdomain.com) to register, rather than an individual employee’s email.

2. Keep your Client Secret secure – do not share it with anyone, including 1upHealth employees.

3. Download our Postman collection, which is organized by API calls to guide you step-by-step through the process:

• Create a user,

• Obtain an authorization code,

• Exchange it for an access token,

• Use the access token to query data from API endpoints.

Section 2: Explore the Patient Connect API Documentation

Here are some helpful resources as you begin developing against our Sandbox:

• Instructions for connecting to endpoints

• API Reference Guide

• Test credentials for EHR systems

• Search functionality and iFrame details

Click here for 1upHealth full Patient Connect documentation.

Section 3: How to Submit a Support Ticket

As you work with our Patient Connect demo sandbox and later transition to using production endpoints, you can submit a ticket through our Support Portal for any API issues, requesting assistance with your app integration, questions about our documentation, or other support needs.

Submitting a Support Ticket:

1. Access the Support Portal as follows:

   1. Go to the 1upHealth Support Portal (please bookmark this page for future reference).

   2. Register for a 1up Support Portal account by selecting “Not a member?” and completing the registration process.

2. Submit a Case as follows:

   1. Once logged in, select “Submit a Case”.

   2. Fill out the standard case form with as much detail about your request as possible.

   3. Click “Confirm” to submit your request.

A member of our Technical Services team will review your ticket and respond accordingly.

Section 4: How to Obtain Production Access

Once you’re ready to work with live patient data, we can enable live provider endpoint access for your application. You will need to submit a support ticket through the portal, following instructions outlined above.

Requesting Production Endpoint Access

1. If you have not already done so, please create a 1upHealth Developer Account by clicking here.

   Instructions for registering with the Developer Portal are provided in Section 1 above. Please note that this is a different login and account from the 1up Support Portal.

2. Click here and follow the instructions to add an application. You can use the same application as your Sandbox environment, but we recommend creating a separate one for Production access to keep it separate from your Test application.

3. Send us your Client ID as follows:

   1. Once your application is created, write down the Client ID (not the Client Secret).

   2. Submit a support ticket (following the instructions in Section 3 above), indicating that you are looking to obtain production endpoint access for your Client ID.

Once production access is enabled by 1upHealth's Technical Services team, you will be able to see live production endpoints when connecting with the Client ID you specified.

Section 5: Connecting to Payer Endpoints

Did you know that 1upHealth can also provide application developers access to over 60 payer endpoints? Expanding your integration to include payer (i.e. Health Plan) data can enhance your application by offering a more comprehensive view of patient health records.

Learn more about how to request access and start connecting to payer endpoints by clicking here.