Accounts
The two kinds of account, sandbox and production, how to get one, how to sign in to the Daybook app, and moving to production for real payers.
Everything you build against Daybook belongs to an account: its people, API keys, webhook endpoints and data. There are two kinds, and anyone can open the first.
| Sandbox | Production | |
|---|---|---|
| Who opens it | You, from the sign-up page, in a minute | Our team, with you (book a demo) |
| Payers | Clearinghouse requests go to Stedi's test payers and members when Daybook has given the sandbox a Stedi test key. Payer calls are real calls through the same voice agent (Sandbox and payer calls) | Real payers, portals and clearinghouses |
| Data | Test data only. Use made-up patients, never real ones | Your firm's real claims and patients |
| Business Associate Agreement | None to sign | Signed through DocuSign before any data goes in |
| API keys | sk_test_... | sk_live_... |
Create a sandbox account
- Open the sign-up page
Go to Get started and choose Create a sandbox account, or open the sign-up page (opens in a new tab) directly.
- Give your work email
Daybook emails you a link that creates the sandbox. Or choose Continue with Google.
- Open the link
The link works once and expires soon. It creates your sandbox and signs you in as its owner. Setting up takes under a minute, then the app opens on your workspace.
The switcher at the top left shows Sandbox while you work in one. From there, open Developers → API keys and Developers → Webhooks to follow the Quickstart.
Sign in
Sign in at app.daybookhealthcare.com/sign-in with Google, or with your work email: Daybook emails you a link that signs you in. Each link works once, and you can open it on this device or another one. There are no passwords.
To bring teammates in, the account owner invites them from Settings → Team in the app. An invitation signs the new member in to your account.
Move to production
When you are ready for real payers, book a demo. On the go-live call our team turns on production for your firm, and its owner signs the Business Associate Agreement.
sk_live_ keys and register your endpoints there, and keep the sandbox for testing.