Client Onboarding

The LRA Onboarding process involves several key stages: submitting a request, evaluating requirements, completing development and testing, ensuring readiness through conformance assessments, and finally, activating the application with ongoing support. The following outlines the high-level onboarding process to the LRA Developer Portal:

Step 1: Submit Request

To request access, the Digital Health Onboarding Request Form must be completed. This form is designed to gather essential information and relevant documentation about goals, the data/resources requested for access, and the intended use.

Step 2: Evaluation and Access

After the request form is received, an introductory meeting will be scheduled to::

• Provide an overview of Longitudinal Record Access functionality, i.e., list out all available resources and FHIR end points
• Orient to the LRA Onboarding Checklist—specifically the Client Setup Section and the Conformance Process.
• Collect essential information to fully understand specific needs, including which resources or endpoints require access.

Once requirements have been gathered, the team will assess which features and applications will meet the client needs and identify the scope of work. All requests must pass an approval process prior to starting development and integration.

Once evaluation is complete, orientation and implementation guides will be provided, and, if applicable, access to the sandbox environment for initial development and testing will be granted. Additional details can be found in the LRA Configuration.

Step 3: Development

Support will be provided during the initial development and integration phases. This includes:

• Assistance with addressing any bugs or issues that arise during development.
• Coordination with relevant data stewards and organizations to complete required testing and configuration.

Step 4: Conformance and Readiness Assessment

Once development is complete, the next step involves completing the conformance requirements as defined by the data stewards or owners of the resources being accessed. For instance, clients connecting to registries such as the EMPI (Enterprise Master Patient Index) and PLR (Provider Location Registry) will need to adhere to Ministry of Health conformance standards, documented here.

Approval of Conformance and Production Transition: The PHSA team, along with relevant data stewards and owners, will review the conformance results to ensure they meet the defined criteria. Following a successful review, a go-live activation and support plan will be outlined to establish the necessary service level agreements and operational processes. If all readiness assessment items and checklists are successfully completed, a formal request will be submitted to the data owners/stewards and relevant committees to authorize go-live activation.

Step 5: Go Live Activation & Support

Once conformance requirements have been signed off as complete, the LRA team will work with the requestor to release the application to production. An initial period of dedicated support will take place to ensure that the application is working as expected. Ongoing monitoring and support will be provided on an ongoing basis as defined in the service level agreements. Support inquiries can be sent to lra.support@phsa.ca (Replace with NTT in future) or submitted via support features that are built into specific applications.

Periodic evaluation surveys and user feedback mechanisms may be built into select applications based on PHSA standards for quality improvement and training purposes.

If you have questions or concerns, please email digitalhealthinnovation@phsa.ca.