Carter Med
Onboarding · demo
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Five doors. Same record between them.

Every role onboards through a different door because the trust they carry is different. A patient proves identity; a clinician proves license; a clinic signs a BAA; an agency signs a DUA. The SOW spells these out — these flows mirror them. Nothing here writes data.

Patient

Carry your record. 4 steps · ~3 minutes.

  1. 01Verify identity (ID.me or in-person at a clinic)
  2. 02Confirm demographics for MPI matching
  3. 03Set consent & purpose-of-use defaults
  4. 04Issue SMART Health Card + offline QR
Start
Clinician

Pull records anywhere you practice. 6 steps · ~8 minutes.

  1. 01Sign in with work email or SMART EHR launch
  2. 02Verify NPI against NPPES
  3. 03State license + DEA verification
  4. 04Multi-factor auth (TOTP or WebAuthn)
  5. 05EPCS enrollment (controlled substances)
  6. 06Tenant assignment & purpose-of-use attestation
Start
Facility / clinic

Bring a site online. 7 steps · ~25 minutes.

  1. 01Organization NPI + tax ID
  2. 02Sign BAA (HIPAA Business Associate Agreement)
  3. 03Designate Security Officer + Privacy Officer
  4. 04Choose aggregator on-ramp
  5. 05Provision edge node (offline-first)
  6. 06Map existing EHR (athena / Epic / Oracle)
  7. 07Pilot patient consent rollout
Start
Public health / NGO

Consume consented feeds. 5 steps · ~10 minutes.

  1. 01Verify agency / organization
  2. 02Sign Data Use Agreement (DUA)
  3. 03Scope FHIR resources & jurisdictions
  4. 04Configure de-identification rules
  5. 05Receive Bulk $export credentials
Start
Owner / super admin

Invite-only. Hardware key required.

  1. 01Accept owner invite (signed link)
  2. 02Enroll WebAuthn hardware key
  3. 03Approve break-glass policy
  4. 04Acknowledge danger-zone responsibilities
Start

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