WellBeam Integration Onboarding Console

Partner / Client Name

Source System Name

Name the source platform or data system being onboarded. Use a business/system name, not a desktop application or environment label.

Source Owner / Data Holder

Organization or team responsible for the source data and implementation decisions.

Source Category

Used to apply healthcare-safe defaults and guide recommended evidence collection.

Primary Use Case

Optional for now. Pick the main implementation driver if known. Additional use cases can be added later.

Integration Patterns

Optional. Select all known or suspected connection patterns. These can be refined later as evidence is collected.

Known Available Environments

ProductionNon-production / TestSandboxUnknown

Optional. Select what the client/source team says is available. Testing environment details can be confirmed later.

Generated identifiers

Client KeyCLI-CLIENT

Source System Keysource

Plan IDGenerated on save · ONB-2026-#####

Generated identifiers are used to track the client, source system, and implementation plan across readiness notes, exports, and evidence.

Based on the selected source category, this plan starts with healthcare-safe defaults: PHI expected, security review required, and data-holder review required. These assumptions can be reviewed later in Data Control & Security.

New Source Plan