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Production Access Requirements for Public API

Overview

To ensure optimal performance and stability for all customers, we require a comprehensive testing period before granting production access to our Public API. This process helps us validate your integration patterns and ensures your application can safely and efficiently operate in a production environment.


Testing Requirements

Volume Testing

  • Minimum 1,000 API calls across your intended production endpoints
  • Test with realistic data volumes that match your expected production usage
  • Demonstrate consistent performance across different endpoint types

Endpoint Coverage

List the specific endpoints you plan to use in production, including but not limited to:

Core Data Endpoints:

  • /v1/patients - Patient data management
  • /v1/appointments - Appointment scheduling and retrieval
  • /v1/transactions - Financial transaction data
  • /v1/events - System events and activities
  • /v1/visits - Patient visit records
  • /v1/documents - Document management
  • /v1/providers - Provider information
  • /v1/procedures - Procedure data

Specialized Endpoints:

  • /v1/patientprocedures - Patient procedure tracking
  • /v1/txcases - Treatment case management
  • /v1/patientrecares - Patient recall management
  • /v1/clinicalnotes - Clinical documentation

Pagination Testing Requirements

Critical: Demonstrate proper pagination implementation using lastModified and lastId parameters for efficient data retrieval. Example Pagination Pattern - Initial Request:

GET /api/v1/patients?filter=lastModified>2024-01-01T00:00:00Z&pageSize=100

Subsequent Requests:

GET /api/v1/patients?filter=lastModified>2024-01-01T00:00:00Z&lastId=12345&pageSize=100

Pagination is the most commonly misused functionality in the API, and production access will not be granted until correct usage is demonstrated. If a pattern of misuse is identified in production, API access may be temporarily disabled until correct pagination behavior is verified.

Offset-based pagination is discouraged for large datasets and should not be used for ongoing data synchronization.

Why This Pattern Matters

  • Performance: Using lastId with date filters provides the most efficient pagination
  • Consistency: Ensures you don't miss or duplicate records during data synchronization
  • Scalability: Essential for handling large datasets in production

Testing Scenarios

1. Data Synchronization Testing

  • Test incremental data retrieval using lastModified filters
  • Verify pagination works correctly across large datasets
  • Ensure no data gaps or duplicates in paginated results
  • For continuous or near real-time synchronization, customers should use the Stream API instead of repeated bulk GET requests.

2. Error Handling

  • Test rate limiting responses (429 status codes)
  • Handle authentication failures (401/403)
  • Manage timeout scenarios (408)

3. Filter Combinations

  • Test complex filter combinations
  • Validate date range filtering
  • Test organization-specific data access

Required Documentation

Please provide:

  1. Integration Architecture: How your system will consume the API
  2. Expected Call Volume: Daily/hourly API call estimates
  3. Monitoring Acknowledgement: Client responsibility for call volume and error monitoring
  4. Peak Usage Patterns: When you expect highest API usage
  5. Data Requirements: Which endpoints and data fields you need
  6. Error Handling Strategy: How you'll handle API errors and retries

Performance Expectations

  • Response Times: Most endpoints respond within 200-500ms
  • Rate Limits: Vary by endpoint. Responses include a Rate-Limiting-Remaining header and, when exceeded, a 429 status code with a Retry-After header.
  • Pagination: Use lastId for optimal performance with large datasets
  • Concurrent Requests: Test with your expected concurrent request volume

Next Steps

  1. Sandbox Testing: Complete your 1,000+ call testing in our sandbox environment
  2. Documentation Review: Ensure your integration follows our pagination best practices
  3. Performance Validation: Demonstrate consistent, reliable API usage patterns
  4. Production Access: Upon successful testing, verification of requests will be made by our API team, we'll provision your production credentials

Support Resources

  • API Documentation: Complete endpoint documentation available in our developer portal
  • Pagination Guide: Detailed pagination examples and best practices
  • Rate Limit Information: Endpoint-specific rate limiting details
  • Support Team: Available to assist with integration questions