System access
List the customer, vendor and security owners who can approve connectivity. Record sandbox and production access separately.
Healthcare integration scoping. Make the unknowns visible before you give a date.
A practical field guide for the person responsible for the plan. Work through access, data contracts, dependencies and acceptance criteria—with templates your engineering and customer teams can use together.
- The 3 Questions Before Any TimelineAccess, migration-vs-live, and what done actually means in numbers.
- Where Integrations Break, and Who Owns EachFive Failure Points, the Compliance Boundary, and a Named Owner for Every One.
- Templates and ChecklistsA Discovery Questionnaire, an Access-Request Email, a Go-Live Checklist, and a Readiness Snapshot.
Get the Free Ebook
PDF | 22 pages | sent to your email.
Before the first estimate
Leave discovery with decisions, not just notes.
Data contract
Name the events, fields, direction and source of truth. Include historical data, corrections, duplicates and patient matching.
Acceptance evidence
Agree what a successful business workflow looks like and which test cases prove it. An HTTP success response is not the whole outcome.
Operating responsibility
Assign monitoring, incident response, replay approval and change ownership before the go-live date enters a commitment.
Already know the systems you need to connect?
Use the estimator to organize your scope and assumptions. Its output is a planning starting point, not a fixed proposal.
22
Pages, No Filler
8
Parts, Scope to Go-Live
5
Failure Points, with Owners
4
Ready-to-Use Templates
What's inside
Eight Parts, from Scoping to Go-Live
A Standards-Level Field Guide that Applies to any EHR or Payer Integration over FHIR, HL7, X12 or DICOM.
1
The Landscape
The Five Standards You Will Actually Meet, and the One Gotcha in Each.
2
Three Questions Before Any Timeline
Access, One-Time Migration vs Live Connection, and What Done Means in Nouns and Numbers.
3
Where Integrations Break
Five Predictable Failure Points across Auth, Mapping, Drift, Partial Failure, and Compliance.
4
Validate Before Code
Sandbox-vs-Production Reality and a Day-One Source-System Validation Checklist.
5
The Honest Timeline Math
Account for access, review, mapping and coordination alongside the engineering effort. Record assumptions and external dependencies separately.
6
Going Live is Not the Finish Line
The Operating Layer and Go-Live Checklist that Keep Month Four from Becoming an Emergency.
7
The Compliance Boundary
PHI, BAAs, Audit Logging and Minimum-Necessary Decisions You Cannot Skip.
8
Steal This
A Discovery Questionnaire, an Access-Request Email, a Definition-of-Done Template, and Tools We Use.
Look inside
Designed to be Read, and Used
Clear diagrams, named owners, and fill-in-yourself checklists, not a wall of text.
Who it's for
For the Person Who Has to Give the Date
If you have been asked how long this integration will take and you do not want to guess, this is for you.
Founders and CTOs
Seed to Series B Health-Tech Teams Scoping Their First Real Integration.
Engineering Leads
Teams that need to name owners and risks before committing a board-level timeline.
Product and Delivery
Teams planning access, compliance and go-live, not just the build.
Teams Burned Once
Anyone who Watched a Two-Week Integration Become Two Quarters.
FAQ
Questions, answered
What is in the Integration Scoping Guide?
A 22-page ebook in eight parts: standards, scoping questions, failure points, source-system validation, timeline math, go-live operations, compliance boundaries, and ready-to-use templates.
Is it Free?
Yes. It is a Free PDF Resource. Enter your Work Email and We Send it as an Attachment.
Does it Cover Epic, FHIR and HL7?
Yes. It applies to EHR and Payer Integrations over FHIR R4, HL7 v2, X12, DICOM or C-CDA, including Epic, Cerner and athenahealth.
Why does Healthcare Integration Take Longer than Expected?
Because Integration is Roughly 20% Writing Code and 80% Access, Credentialing, Security Review, Data Mapping and Coordination between Teams that do not Share Your Deadline.
Scope Your Next Integration with Eyes Open
Grab the Guide, or have our team pressure-test your timeline before you commit one.