Step 3: Production Configuration
Prerequisites
- Certification testing completed
Action Items
- Send an email to [email protected]
- Subject should be: "{YOUR HEALTH SYSTEM] Upgrade: Ready for Production".
- Include go-live date in the body of the email.
- Submit a case via Case Management requesting "Update Portal Tool" access for one of your team members. This person will be responsible for "flipping the switch" and turning your group on in production at go live.
Within 72 business hours, our Implementation Navigator team will respond to your case and provide next steps. Production configuration updates may take up to 10 business days to complete, after which you will receive instructions for going live.
- Verify Production Configuration
- Access My Accounts and Portals in Production
- Review connectivity settings (URLs, authentication)
- Familiarize yourself with Production tools:
- Message Search (31-day transaction history)
- Case Management (support tickets)
Need Additional Help?
If you have any additional questions or need assistance, please contact [email protected]
- Sending an email to this address will create a support case for your organization. A member of our Implementation team will review your request and respond within three business days.
- This process helps ensure your questions are tracked and answered as quickly and efficiently as possible throughout your upgrade.