# The patient's experience

> Here is every screen a patient sees in Connect, in order, so you can explain it before you send them.

## First time through

1. **Start.** They see your app's name and what you're asking for, then agree that FinchNode may import records from the health system they choose.
2. **Pick a health system.** They search for their hospital, clinic, or insurer.
3. **Sign in there.** They use their own portal login on the health system's page. FinchNode never sees that password.
4. **Wait for the import.** FinchNode pulls the records they authorized.
5. **Secure their FinchNode account.** They enter an email, open the verification link in the same browser, and set a password. This lets them see and revoke their shares later.
6. **Review and share.** They see which categories arrived, the sharing terms, and any warnings, then approve sharing with your app.
7. **Done.** They get a consent receipt and, if you set a `returnUrl`, a "Return to" button with your app's name.

A patient already signed in to their FinchNode account skips step 5. A returning patient on a new device signs in before starting.

## Things to tell your users

- They'll sign in to their health system's own portal, so they need that login ready.
- They'll create a FinchNode account the first time, and must open the verification email in the same browser.
- They can see and revoke what they share from their FinchNode account at any time.

> **Sandbox shortcut**
> With a sandbox key, the search in step 2 starts with synthetic health systems that need no hospital login. Vendor test portals listed there may ask for test credentials. Or skip the browser with `simulate`.

## When something goes wrong

- **They cancel.** They go to your `returnUrl`, or FinchNode's home page if you didn't set one. The session reads `canceled`, unless they left on the very first screen.
- **They can't find their health system.** FinchNode logs searches that find nothing, so it knows which systems people look for.
- **The import is partial.** They can share whatever arrived, as long as at least one category you asked for came through.