Optum assured partners

Partners

Become an assured partner

Introducing Optum

At Optum, our mission is clear: helping people live healthier lives and helping make the health and care system work better for everyone. Bringing together advanced data and technology capabilities, deep clinical and industry expertise, along with our cross-industry relationships, we’re helping our customers tackle healthcare’s biggest challenges. We enable clinicians to operate at the highest level of their expertise by reducing administrative burdens, streamlining workflows, and providing intelligent decision support. We’re supporting the delivery of care through great technology, enabling neighbourhood working and the shift to prevention, optimising medicines, and driving equitable and ethical clinical research.

#1 clinical system supplier in:

Primary care used by 4,600+ GP practices*.

Community pharmacy used by 5,800+ pharmacies*.

A&E acute care used by 30 trusts*.

#2 clinical system supplier in:

Community care used by 37 trusts*.

Acute hospital pharmacy used by 63 hospital pharmacies*.

*Source: Optum

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Interoperability plays a vital role in the success of healthcare systems, and we believe our customers should have the freedom to choose the right tools for their needs. That’s why we’re committed to offering the best possible integration options for partner products. By working together, we help to provide seamless, interoperable solutions that enhance clinical workflows and improve the overall experience for users — whether they’re delivering direct care or supporting vital processes behind the scenes. As a trusted partner to both our customers and technology providers, we’re here to offer support throughout the assurance process. We work closely with partners to make sure their products meet our high standards for clinical safety and security, so customers — and most importantly, patients — can have complete confidence in the solutions they rely on every day. This brochure is designed to guide you through our interoperability options and assurance processes in more detail, so you can understand how we can work together to build a truly connected healthcare system. Enabling better care, together

Why choose us

Trusted across the healthcare ecosystem Our market-leading software and solutions are used across every major healthcare setting in the UK, supporting organisations from primary care, community and pharmacy through to research and life sciences. Integration opportunities across our portfolio Whether you’re looking to integrate with core clinical systems or more specific products in our offering, we’re here to help. We welcome partners from all sectors to collaborate across our extensive healthcare portfolio. Access markets across the UK and beyond We work across all UK nations and the Channel Islands, helping partners expand into new regions — supported by trusted local relationships and connections to a broader global health ecosystem.

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Partner API Partner API enables partners to securely retrieve data from EMIS Web and file information back to the patient record as a consultation. With over 30 API calls, partners can (where appropriate and with requisite agreements in place) access patient demographics, appointment details, organisation data, and registration updates. Our interoperability solutions

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Portal SDK Portal SDK enables your browser-based system to launch in patient context directly within EMIS Web, eliminating the need for additional sign-in. This allows users to seamlessly access third-party patient records, such as Shared Care Records or care plans, improving workflow efficiency and supporting better clinical decision-making.

Extracts Extracts enables third parties with the appropriate permissions to securely retrieve bulk NHS data from EMIS Web and EMIS-X. This data is shared through a secure SFTP, with a delta of changes shared daily. This service supports reporting and analysis of patient data at scale to optimise care deliver.

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Explorer Explorer provides secure access to our vast EMIS-X Analytics platform, which holds over 38 million patient records and 55 billion clinical observations. With the appropriate permissions, Explorer enables you to query, explore, and analyse this data to gain market insights, generate evidence, and optimise healthcare delivery.

MIG Medical Interoperability Gateway (MIG) technology enables real-time, two-way exchange of patient information between any system and any setting. With the appropriate permissions, integration with MIG can allow your system to access data from other clinical settings, in addition to EMIS Web.

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Partner assurance journey

Stage 4 Product demonstration Demonstrate the solution in the witness test, review the report, and ensure it meets the required criteria.

Stage 2 Integration call Review assurance request,

Stage 6 Go live

Receive Assurance Certificate, sign the commercial agreement, pay fees, and receive the Plan to Connect document.

complete surveys, demonstrate the system, and make payment for the test environment.

Stage 3 Development Gain access to the test environment, begin

Stage 1 Initiation

Stage 5 Internal review Internal teams review the solution; adjustments may be required before a subsequent test or final approval.

Contact the partner team, register on the portal, review technical specifications, and submit an assurance request.

development, complete surveys, and schedule the witness test.

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Stage 1: Initiation Start your journey to becoming an assured partner by contacting our partner team about integrating your solution. A team member will promptly respond to discuss integration opportunities and your interoperability needs. Register online: Optum Help Desk Interoperability Portal After reaching out, you’ll receive an invitation to register on the Optum Help Desk Interoperability Portal using your Optum CDB number, provided by our team. During registration, you’ll agree to our Terms of Use, including a nondisclosure agreement. The portal supports you through onboarding and assurance, offering resources and technical specifications for available interoperability interfaces. We recommend reviewing these specifications to find the best fit for your needs. New assurance request Once you’ve selected the interface(s) that best suit your requirements, log into the portal to submit a new assurance request. Complete the required questions to ensure all requirements are captured. After submission, you’ll move to the next stage: Integration.

Stage 1 check list • Contact the partner team • Complete the initial meeting • Register on the Optum Help Desk Interoperability Portal • Review the technical

specifications • Submit a new assurance request

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Stage 2: Integration call Our assurance team will review your assurance request within 5 working days and schedule an integration call. After successfully completing the preliminary questions, you will be prompted on the Optum Help Centre Interoperability Portal to fill out additional surveys before proceeding to a witness test. We recommend completing these surveys alongside your development work, which will be explained in Stage 3. What to expect during the integration call During the call, our assurance team will review your solution in detail. If you have a demonstration, it’s helpful to share it. We’ll ensure the selected interface(s) meet your requirements and outline the assurance process, including timelines and any questions you have. After the call, if both parties agree, we’ll send an invoice for accessing the test environment. Once payment is received, you’ll move to the next stage: Development.

Stage 2 check list • Review new assurance request • Complete all surveys • Successfully complete the integration call • Demonstrate the system • Complete payment

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Stage 3: Development Our assurance team will provide details on accessing the test environment and any specific requirements for your chosen interface. You can opt for either an HSCN or internet-facing test environment, which will be discussed before access is granted. Upon agreement, you’ll have 10 weeks to develop your integrated solution. To keep you on course, we’ll reach out for a progress update 6-8 weeks into development. If you require extended access, you can discuss this with your assigned Partner Account Executive at that point. Development Completion Once development is complete, you must complete and finalise the surveys on the Optum Help Centre Interoperability Portal. Ensure all changes made during development are reflected to avoid witness test failure. This must be done before scheduling the witness test. The assurance team will review the information, set a date for the witness test, and provide an agenda. Meanwhile, your Partner Account Executive will prepare the commercial agreement for product sign-off.

Stage 3 check list • Gain access to the test environment • Begin the 10-week development period • Complete development • Finalise and complete all surveys on the portal • Schedule the witness test

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Stage 4: Product demonstration

Stage 5: Internal stakeholder review

Throughout the witness test, it’s crucial to verify that the developed product aligns with the provided information, capturing all required functionality. The witness test report will be submitted to our internal Optum team for review. If the solution doesn’t meet the criteria or raises concerns about information governance or clinical safety, our assurance team will guide you through necessary adjustments. In such cases, a subsequent witness test may be required, accompanied by further updates to the surveys. Assurance will only be provided once our team is confident that the criteria have been successfully met.

During the witness test, you must demonstrate your release- ready solution, ensuring it is clinically safe and secure. The witness test will align with the completed product pack, so it’s crucial that the pack is accurate and up-to-date. The demonstration should cover all aspects outlined in the product pack, including how audit logs are maintained and how errors are handled. After the test, our assurance team will assess the solution and provide a witness test report within 5 working days for internal review.

Stage 4 check list • Complete the witness test • Receive the test report • Finalise the comparison criteria

Stage 5 check list • Complete the internal stakeholder review

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Stage 6: Go live

Ongoing support

Upon the completion of the go-live process, your Partner Account Executive will arrange a call to:

After the sign-off, the team will issue you with an Assurance Certificate, confirming that the solution has undergone all necessary checks by Optum. Additionally, your Partner Account Executive will provide an invoice for the remaining assurance fee, and you’ll receive a copy of the commercial agreement from our contracts team. Once you’re satisfied with the schedule, please sign and return the agreement. Upon receipt of the signed contract and payment, our assurance team will issue a Plan to Connect document outlining the live setup process. Please complete and return this document - depending on the interface, additional information may be required from you. Once received, our assurance team will initiate internal processes to set up your solution in our live environment. The specific process varies based on the interface(s) you select.

Provide an online form to capture marketing information for use on the Optum website

Provide details of Optum documentation for placing orders (where applicable)

Stage 6 check list • Assurance certificate issued • Commercial agreement signed and returned • Plan to Connect document received and returned

Collect relevant contact details from your organisation, including partner account, technical, and finance contacts Share contact information for relevant Optum departments, such as support and customer fulfilment

Issue an assurance badge for the relevant solution

Offer an overview of the Optum Help Centre

Your Partner Account Executive will be your main contact at Optum, connecting with you regularly through quarterly follow-up calls to keep things running smoothly, and providing you with ongoing support throughout our partnership.

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Get in touch

If you’d like to find out more about how we can support you, speak with your local account director today, or get in touch at:

E-mail

Website

Egton Medical Information Systems Ltd (t/a Optum) is a company registered in England and Wales. Registered number: 02117205. Registered office: Fulford Grange, Micklefield Lane, Rawdon, Leeds, LS19 6BA. © 2025 Optum. All rights reserved.