Identify the system of record
List the systems holding patient, encounter, claim, and payment information. For each field that can change, decide which system is authoritative. Write down whether the proposed integration reads information, writes updates, or both.
Plan failure handling
Ask what happens when a connection is unavailable, a record changes, or a request is repeated. Review retry behavior, duplicate prevention, and operator alerts. A successful connection test alone does not establish that a production workflow is reliable.
Assign ongoing ownership
Document who manages access, monitors failures, and maintains the connection when a source system changes. Review exports and transition requirements before signing. Include the operational team in acceptance testing, not only technical staff.