Secure Data Room
Where clients provide PMS exports or API setup details
This is the input side of the workflow. It stays locked until agreement, BAA, secure storage, and retention controls are ready.
Practice
Green River Dental
Open Dental
Data room status
Locked
Awaiting secure vendor wiring
PHI handling
Blocked
No local file upload yet
Upload Area vs Export Center
Inputs and outputs are separate on purpose
Secure Data Room
Client input
Client uploads PMS exports, shares secure report files, or completes API/customer key setup instructions here.
Export Center
Client output
Client downloads finished deliverables here after SignalCare runs and validates the diagnostic.
Expected PMS Export Categories
These are the file/report categories the upload workflow should request
API Setup Path
For API clients, this page becomes the authorization/setup checklist
Step 1
Confirm PMS and locations/clinics
Step 2
Complete agreement and BAA where applicable
Step 3
Assign Open Dental customer key or provide approved API credentials
Step 4
Confirm test vs production data scope
Step 5
Run discovery/connection check
Step 6
Save the resulting audit run to the private portal