Connect an integration
The Integrations tab is a status board, not a switch panel: it shows exactly which real-world services (payments, texting, email, and the rest) are wired up, and what's still running on the built-in stand-ins. Going live with each one is a deliberate step you take with your Lime Papaya contact, not a toggle to flip alone.
Read the go-live checklist
- In the left sidebar, click Settings, then open the Integrations tab.
- Each card is one integration: Payments, Two-way texting, Email, PHI file storage, Real sign-in, and Background jobs.
- Each card shows its status (whether its keys are in place), the steps involved, and a "BAA required" tag where one applies.
What the pieces mean
- Status. Ready means the connection is configured; until then, that area runs on the built-in stand-in (which is why, for example, texts don't reach real phones yet).
- Steps. The card lists what going live involves for that service: an account, keys, and for health-data services, paperwork.
- BAA required. A Business Associate Agreement: the contract a vendor signs when they'll touch client health information. The tag tells you which services need one before real client data flows through them.
Example. Before launch, Golden Coast's owner reads the board: Payments shows its steps toward Stripe, Two-way texting wears the BAA tag for Twilio. She books the go-live session, and the board is the agenda.
Common questions
- Why can't I switch these on myself? Because each one has real-world consequences (money moving, texts reaching phones, health data leaving the building). The deliberate handoff is a feature.
- What works before go-live? Everything, on stand-ins: bookings, checkout records, message threads, reminders. The stand-ins keep records real while the outside connections wait.
- What's a BAA in one sentence? A vendor's signed promise to protect health information, required before that vendor handles any of yours.
- Who do I talk to? Your Lime Papaya contact. The checklist page is the shared map for that conversation.
Good to know
- The board is honest by design: if a card doesn't say ready, that service is on a stand-in and the app says so wherever it matters (checkout and Messages both do).
- Nothing on this page needs attention day to day; it earns its keep at launch and audits.