Go-live checklist
The Production configuration to verify before running a promoted care flow with real patients, especially the first time.
Promotion brings the care flow across, but not the environment configuration. Work through this in Production before the first patient, and after any first-time promotion.
Branding and hosted pages
- Branding. Set organization-level branding, such as logos and colors, in Production. See Administer & secure.
- Custom domains. Apply custom domain settings for Hosted Pages in Production. See Embed & host.
- Hosted Pages link. Configure the hosted pages settings in Production after publishing the flow.
Platform configuration
- Identifier systems. Configure these manually in Production. The name and system must match Sandbox exactly, or patient lookups by identifier fail with no error.
- File upload settings. Where the flow collects files, configure file storage in Production. See Collect files and images.
Integrations and API configuration
- API keys. Production needs its own; Sandbox keys don't work there, by design.
- Webhook endpoints. Point them at production endpoints, not the test ones used while building. See Automate with events.
- Extension configuration. Anything configured per environment, such as the email provider account behind Send email, needs setting up again.
Test scenarios for an API integration
Where another system creates patients or starts care flows through the API, run this sequence in Production before going live — deliberately the smallest path that touches everything.
- Create a patient through the API. Nothing else can be tested without one, because a care flow cannot start without a patient.
- Add baseline information to that patient, at least five items, covering more than one field type.
- Start a care flow for them.
- Update the baseline information and confirm the change lands.
- Stop the care flow through the API.
Run it against Sandbox first, then repeat in Production with production keys. See the API reference.
Nothing here fails with an error message
Every item here works in Sandbox and is missing in Production until someone sets it up. Verify each one rather than assuming it carried across.
Next steps
Once live, running the flow day to day is covered in Care delivery.