Integration and Production

the following section defines related technical and support elements needed to achieve certification for moving the product into production, along with our integration and compliance processes integration process when a customer begins integrating a surescripts product into their application(s), they will be provided access to all the surescripts documentation pertaining to the product being implemented in addition, customers will be provided access to the staging environment to design, develop and test the product integration within their application note the time frame of the project can vary depending on the customer's resource allocation for the project meeting requirements during integration, customers will ensure their system has met all product requirements the message validation testing will focus on message format, application workflow and display in accordance with surescripts documentation upon successful completion of message validation and, when applicable, other pre production network requirements (e g , identity proofing, attestations, dea audit), customers will be enabled in production for requirements, consider the following to ensure high quality transactions, surescripts applies additional business rules above and beyond the schema defined requirements that will cause a message to be successful or rejected surescripts test cases do not cover all possible scenarios in production customers are responsible for testing any other applicable scenarios specific to their production environment in accordance with the customer’s legal agreement with surescripts, each customer is responsible for ensuring compliance with all applicable laws including, but not limited to, local and state laws/regulations where doing business transition to production once message validation testing is complete and the contract is approved, the customer is ready to move into production surescripts will configure the production connection and ensure successful operations with the customer before moving to production, surescripts account management will collaborate with the customer and internal surescripts teams to review the following items production support contacts to be captured in an escalation matrix—a tool that specifies how surescripts should contact customers for support needs, including case routing and escalation paths support process and training support availability note the escalation matrix for use by surescripts customers can be found in the network operations guide compliance surescripts goal is efficiency and consistency across the network so all customers can meet the highest measures of patient safety, end to end reliability, and quality to ensure that customers comply with and adhere to the approved certification requirements, surescripts monitors customers in production to ensure all network customers remain in compliance with certification requirements and contractual terms initiates a remediation process for identified compliance issues to ensure network and patient safety, customer agrees to notify surescripts of any modifications through use of the surescripts recertification form upon receipt of this form, changes will be reviewed, and a determination made as to what (if any) level of certification may be required before being placed into production when changes are made to a customer’s implementation, the customer should advise their account manager the customer will be given a recertification guide to provide details regarding the changes made upon receipt of the completed document, the details will be reviewed, and a determination will be made as to what (if any) level of recertification is necessary as a reminder, surescripts conducts certification with customers to ensure the application adheres to network requirements surescripts will enforce mandatory fields as required by the standards body and surescripts guide requirements to maximize interoperability, customers are recommended to support optional fields that have been created to address gaps in discrete data needs and the many solutions that are in place for the benefit of the receiver surescripts encourages, but does not guarantee, the use of optional discrete fields to support end user workflows this guide is intended for certification on our network only and is not intended to ensure compliance with state and federal law in accordance with the customer’s legal agreement with surescripts, each customer is responsible for conducting its own due diligence to ensure compliance with all applicable laws and requirements, including, but not limited to, local and state laws and regulations in which the customer’s application is deployed and used secure ftp this product uses sftp to transfer files between customer and surescripts refer to the surescripts supplied connectivity and authentication guide for details on these requirements sftp locations incoming files (to surescripts) /to surescripts (permission upload) outgoing files (from surescripts) /from surescripts (permissions download, delete) history /history (permissions view only) file transfer tips customers will post files to the /to surescripts folder customers have view only rights on the /history folder this folder contains a copy of client files the surescripts system will automatically delete files older than 14 days customers have download and delete rights on the /from surescripts folder this folder contains the surescripts delivery report files customers may delete these files directly, while the surescripts system will automatically delete files older than 14 days