Step 1: Create an Admin Account
Log into your EHR and create a new admin-level user account. This gives Nudge the access it needs to configure your integration securely.
Step 2: Grant Access to Nudge
Add admin permissions for integrations@getnudgeai.com. This is the only email we use - fully secure.
Step 3: Set Up Your Test Environment
Before we go live, make sure your EHR has the following ready:
A Test Provider (a staff or dummy provider account)
Test Patients (at least 2–3 sample patient records)
Templates assigned and visible to the Test Provider