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Creating Accounts in Aptify eBusiness

VIDEO TRANSCRIPT | Recorded: 2024-05-30 | Verify against current system state

Abstract

Brief walkthrough of creating an account in the Aptify eBusiness QA environment for I2C partner testing. Discusses the account creation process, membership join workflow, and challenges with address-based deduplication when multiple employees share a company address.

Key Procedures

  • Navigate to eBusiness front-end
  • Enter email address for new account
  • Set practice status (NP working) to enable member benefits
  • Generate and assign password
  • Enter home address information
  • Complete account creation
  • Navigate to Join/Renew membership section

Notable Statements

  • 0:00:05 "This is in QA, we're just going to create the I2C account"
  • 0:00:09 "We're actually going to have to jump over there when we get to adding a membership product because we want to do it with $0 rather than pay for it"
  • 0:00:33 "I have to say actually that you are working as an NP because we want you to be able to see some of the member benefits"
  • 0:01:04 "Like I said, we're not currently doing any kind of audit of that these are valid addresses" [ACTIONABLE]
  • 0:01:19 "That would actually be a good thing and de-dupe on those somewhat"
  • 0:01:32 "They might all use the same address. So you can't just use address as the unique identifier"
  • 0:01:44 "It has to be some other pieces of information like their name plus the address or their MPI number plus the address"

Systems & Configurations

Systems Mentioned

  • Aptify eBusiness (front-end account creation)
  • Aptify backend (for $0 membership orders)

Specific Configurations

Item Value/Setting Timestamp Notes
Environment QA 0:00:05 Not production
Practice status NP working 0:00:33 Required for member benefits
Password Auto-generated 0:00:51 Use suggested password

Credentials/Access Mentioned

  • I2C partner test account being created
  • eBusiness front-end access

Vendor Contacts Mentioned

  • I2C (implementation partner)

Errors & Troubleshooting

  • Issue: QA redirects to unexpected page after login
  • Cause: QA environment difference from production
  • Resolution: Navigate manually to Join/Renew
  • Timestamp: 0:02:05

Transcript Gaps & Quality Notes

  • Very brief recording (3 minutes)
  • Recording cut short mid-process
  • Transition to "new version" of join process mentioned
  • Backend $0 order process not shown
  • Address deduplication discussion is forward-looking