Integrations & data · Planning worksheet

API discovery: verify the operation you need

Illustrative situation

A supplier confirms it has an API but has not shown whether it supports the clinic's required update.

The decision

Describe the exact business operation and ask for a supported demonstration. Public documentation and commercial access can differ, so resolve access prerequisites explicitly.

Rehearse this before accepting the change

Demonstrate the required operation with fictional records in an authorised environment.

Use fictional examples and an authorised test environment. Record what happened, the evidence you inspected and any issue that still needs a responsible owner.

Choose a useful measure

Count essential operations still supported only by an assumption.

Agree the definition and baseline with the team doing the work. Review the result over a comparable period and note other changes that could affect it.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.
Healthcare integration recovery with queued records, a retry route and a receipt check.
Plan recovery and confirm the receiving result.

Your planning worksheet

Use these checks to prepare a discussion with your team or supplier. Tick a check when you have recorded the decision or evidence, rather than when a feature has simply been promised.

Decisions to record

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Further reading

These primary sources provide additional context for the project decisions above.

Related decisions

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