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User Workflows

This section is a self-service guide to testing HealthEx as an end user, using a synthetic CLEAR test patient. Unlike the rest of this documentation, nothing here requires an API call, an auth token, or any code — it's a click-through walkthrough of the patient app, intended for QA, demos, and anyone who wants to see HealthEx from a patient's point of view.

If you're integrating with HealthEx programmatically and want to create test patients via the API instead, see Test Patients.

Workflows in this section​

  1. Logging In as a Test Patient — pick a synthetic patient and get into the app
  2. Viewing Your Health Record — the Home tab: refresh records, download your Unified Record
  3. Sharing Your Records — the Sharing tab: connections and SMART Health Links
  4. Managing Your Profile — contact preferences, language, logout, and account deletion

Issues or Questions?​

If you run into any issues or have questions while testing, contact support@healthex.io.