> ## Documentation Index
> Fetch the complete documentation index at: https://docs.veridianhp.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Facility onboarding & integration

> How facilities provision inmates, connect staff identity, and deploy Veridian Motion.

# Facility onboarding & integration

Veridian Motion serves correctional facilities through two **distinct identity
populations**, each handled differently. Staff are real named users; inmates
are roster-provisioned kiosk users — not federated identities.

<Tabs>
  <Tab title="Staff">
    **Physical therapists, administrators, officers, wardens, and IT admins** are
    named users tied to the facility's workforce.

    **Recommended:** Single sign-on via the agency's identity provider
    (**SAML** or **OIDC** — Microsoft Entra ID, Google Workspace, Okta) with
    multi-factor authentication, mapping IdP groups to Motion roles.

    **Available today:** Local email + password accounts with **TOTP MFA**.
    Roles are granted by an administrator.
  </Tab>

  <Tab title="Inmates">
    Inmates are **not** federated identities. They are provisioned from the
    facility roster and sign in with a **facility-issued number + PIN** on a
    locked, **MDM-managed** kiosk.

    Inmate onboarding is **roster provisioning**, not SSO.
  </Tab>
</Tabs>

## Provisioning inmate accounts (roster)

Facilities can connect their roster using one of four methods, from deepest
integration to simplest:

| Priority | Method                         | How it works                                                                                                                                                                                                      | Best for                                  |
| -------- | ------------------------------ | ----------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | ----------------------------------------- |
| 1        | **JMS API integration**        | Live sync with the facility's Jail Management System (e.g., Tyler, Spillman/Motorola Solutions, CentralSquare, Securus/JPay). New bookings auto-provision a patient + kiosk credential; releases auto-deactivate. | Large facilities; built per JMS vendor    |
| 2        | **Scheduled SFTP roster feed** | The facility drops a daily roster export (CSV or fixed-width) to an SFTP endpoint; Motion ingests and reconciles — adds new inmates, deactivates released.                                                        | Common corrections workflow               |
| 3        | **Manual CSV upload**          | A facility admin uploads a roster CSV (inmate number, display name, housing/status) in the Motion admin UI; creates/updates patients and issues PINs.                                                             | **Recommended starting point for pilots** |
| 4        | **One-by-one enrollment**      | A staff member enrolls a single patient in the provider dashboard.                                                                                                                                                | Testing and low volume only               |

<Note>
  **CSV upload** is the recommended starting point for a pilot. **JMS API
  integration** is the long-term goal for large facilities with automated
  booking and release workflows.
</Note>

<Steps>
  <Step title="JMS API integration">
    Deepest integration — live sync with the facility JMS. New bookings
    auto-provision patients and kiosk credentials; releases auto-deactivate
    accounts. Implementation is scoped per JMS vendor.
  </Step>

  <Step title="Scheduled SFTP roster feed">
    The facility exports a daily roster to a secured SFTP endpoint. Veridian
    Motion ingests the file and reconciles adds, updates, and deactivations.
  </Step>

  <Step title="Manual CSV upload">
    An admin uploads a roster CSV through the Motion admin UI. Suitable for
    pilots and smaller facilities without automated feed infrastructure.
  </Step>

  <Step title="One-by-one enrollment">
    Staff enroll individual patients from the [provider dashboard](/veridian-motion/provider-dashboard).
    Available today; not scalable for full-facility rollout.
  </Step>
</Steps>

## Credentials and PINs

* Inmates authenticate with their **facility inmate number** and a **4–12 digit PIN**.
* PINs are **unique per inmate**, auto-generated at provisioning and delivered
  through the facility's existing channel (e.g., printed on intake paperwork),
  or set by the inmate at **first kiosk use** after a staff-verified identity step.
* Staff may **reset a PIN** from the patient record when credentials must be reissued.
* **Never** use a facility-wide shared PIN.

<Warning>
  A **brute-force lockout** protects both inmate and staff logins. Repeated
  failed attempts temporarily lock that identifier. Contact an administrator or
  [support@veridianhp.com](mailto:support@veridianhp.com) if lockout persists.
</Warning>

## Staff access (SSO)

Veridian Health Partners **recommends** agency **SAML or OIDC SSO** to the
facility's identity provider, with **MFA enforced at the IdP**, and **group
mapping** from IdP groups to Motion roles:

| Motion role | Typical IdP group                          |
| ----------- | ------------------------------------------ |
| `pt`        | Clinical / physical therapy staff          |
| `admin`     | Facility or health services administrators |
| `officer`   | Custody operations                         |
| `warden`    | Facility leadership                        |
| `it_admin`  | Agency IT / security                       |

Where SSO is not available, staff use **local accounts with TOTP MFA**
(available today). An **admin** grants roles at `/staff`. See
[Roles and access](/veridian-motion/roles-and-access) and
[Role permissions](/veridian-motion/role-permissions).

## Multi-facility / tenancy

<Warning>
  Veridian Motion **isolates each facility's data**. When multiple facilities
  are onboarded, staff only see their own facility's patients and assessments.
  Strict isolation between facilities is enforced at the database level through
  **row-level security (RLS)**.

  **Multi-facility tenancy** capabilities are on the **roadmap** and will
  expand as the platform matures.
</Warning>

## Deployment

### Kiosks

* Use **facility-issued tablets** locked to the Veridian Motion app through the
  agency's **mobile device management (MDM)**.
* No outside web browsing or external messaging from the kiosk.
* **True device lockdown** is provided by the agency's MDM; the app provides
  software-side hardening (blocked external navigation, strict CSP, self-hosted
  fonts, idle auto-reset). See
  [Deployment and kiosk](/veridian-motion/deployment-and-kiosk).

### Hosting and compliance

Veridian Motion is designed with **HIPAA-aligned** controls but is **not
HIPAA-certified, CJIS-authorized, or FedRAMP-authorized**.

| Requirement                                         | Owner                             |
| --------------------------------------------------- | --------------------------------- |
| Signed **BAA** with the covered entity              | Agency + Veridian Health Partners |
| **CJIS / FedRAMP / GovCloud** hosting (if required) | Agency                            |
| Network segregation and firewall allowlists         | Agency                            |
| Personnel screening per security policy             | Agency                            |
| Data classification review                          | Agency                            |

The agency provides hosting, network, and personnel controls per its security
policy and the **data classification** of inmate health data. See
[Security overview](/security/overview) and [HIPAA](/security/hipaa).

## Onboarding runbook

<Steps>
  <Step title="Contract, BAA, and data-classification review">
    Execute facility agreement and BAA. Confirm data classification and
    **hosting decision** (including CJIS/FedRAMP/GovCloud requirements if
    applicable).
  </Step>

  <Step title="Provision the facility tenant">
    Veridian Health Partners provisions the facility tenant and baseline
    configuration.
  </Step>

  <Step title="Connect staff identity">
    Configure **SSO** (SAML/OIDC + IdP group mapping) or create **local accounts
    with TOTP MFA**. Assign Motion roles (`pt`, `admin`, `officer`, `warden`,
    `it_admin`).
  </Step>

  <Step title="Connect the roster">
    Choose **JMS API**, **SFTP feed**, or **CSV upload**. Set sync cadence and
    run an **initial import**. For pilots, start with CSV upload.
  </Step>

  <Step title="Provision kiosks">
    Install the Veridian Motion PWA on facility tablets via **MDM**. Issue
    inmate PINs through the facility's credential handoff process.
  </Step>

  <Step title="Train staff and launch pilot">
    Train PTs on the [review workflow](/veridian-motion/provider-dashboard) and
    [AI and clinical safety](/veridian-motion/ai-and-clinical-safety) —
    especially red-flag-first review and the PT-review gate. Launch a pilot
    cohort before full-facility rollout.
  </Step>

  <Step title="Monitor">
    Review the **audit log** and operational reporting. Route issues through
    [Troubleshooting](/troubleshooting) and facility contacts.
  </Step>
</Steps>

## What's next

<CardGroup cols={2}>
  <Card title="Getting started" icon="rocket" href="/veridian-motion/getting-started">
    Shorter rollout checklist for first go-live.
  </Card>

  <Card title="Provider dashboard" icon="user-doctor" href="/veridian-motion/provider-dashboard">
    Enrollment, review, and day-to-day workflow.
  </Card>

  <Card title="Deployment and kiosk" icon="lock" href="/veridian-motion/deployment-and-kiosk">
    PWA install, app hardening, and MDM split.
  </Card>

  <Card title="For evaluators" icon="clipboard-check" href="/veridian-motion/for-evaluators">
    One-page guide for decision-makers.
  </Card>
</CardGroup>
