Connections

• Consent document services. If consent documents are maintained or signed elsewhere, agree how the patient, purpose, version and signed evidence are linked to the clinic’s consent record.
• Clinical image storage. Configure any external file service so encounter identity and restricted access are enforced on upload and retrieval, including direct file requests.
• Professional evidence sources. Agree how authorized governance staff obtain and retain license verification evidence, effective dates and issuing-authority information.
• Payment and accounting systems. Define the authoritative payment confirmation, patient mapping and approved charge context. Retain the actual reference needed to inspect the receiving system’s result.

Assign responsibility for each configured connection and identify which system owns the source result. Preserve the patient, encounter and acting-person references rather than relying on display names. A document or image link must not bypass the clinic’s consent and care-team access checks.

Rehearse mismatched identities, expired authority and a repeated operation before release. For billing, confirm that an invalid patient or amount fails without partial writes. For images, test the actual retrieval path under an unauthorized operational identity. Use the implementation plan to record and resolve the pilot findings.