docusign / sample-app-myhealthcare-python

Docusign healthcare industry Sample App

Python and React: MyHealthcare Sample Application

Github repo: MyHealthcareApp

Introduction

MyHealthcare sample application written in Python 3.7 Django DRF (server) and React (client). You can find a live instance running at https://myhealthcare.sampleapps.docusign.com/.

MyHealthcare demonstrates the following:

1. Authentication with Docusign via JSON Web Token (JWT) Grant
2. Request Medical Records: This will enable the user to request medical records through the website. The user will be sent an email to electronically sign a medical release form. Users will verify identity using IDV and sign the document.
   • Remote signing
   • Templates
   • IDV (recipient authentication)
3. COVID-19 Consent Form. This will enable users to give consent for a COVID-19 vaccine through the website. The user should be taken to a form where they input their name, phone number, and email address. After submitting the form they should receive an envelope via SMS delivery to sign a consent form that is pre-filled with form data.
   • SMS Delivery
   • Templates
   • Data Entry Tabs
   • Anchor positioning
4. Purchase a new insurance policy. This will enable users to apply for an assistance program through the website. Users will use embedded signing with focused view to fill out an application for an assistance program. As required by the example application, users will be able to upload identification and proof of income documents as an optional attachment.
   • Focused view
   • Templates
   • Signer Attachment tab

Installation

Prerequisites

• A Docusign Developer account (email and password) on demo.docusign.net. If you don't already have a developer account, create a free account.
• A Docusign integration key (a client ID) that is configured to use JSON Web Token (JWT) Grant. You will need the integration key itself and its RSA key pair. To use this application, you must add your application's Redirect URI to your integration key. To run locally, add http://localhost:3000/callback as your Reidirect URI. This video demonstrates how to create an integration key (client ID) for a user application like this example.
• Python 3.7+
• The Python venv module
• Node.js v10+

Required environment variables

For the application to work correctly, you must have 2 .env files and a private key file:

• 1st env file is located in the root folder of the application.
• 2nd env file is in the frontend folder. Change the name .env_example to .env and add the correct variable values to these files

The example_private.key file is located in the backend folder. Replace the contents of the file with your private key and rename the file to private.key

• DS_CLIENT_ID - The integration key is the same as the client ID
• DS_CLIENT_SECRET - Integration Secret Key
• DS_IMPERSONATED_USER_GUID - API account ID
• DS_TARGET_ACCOUNT_ID - Target account ID. Use FALSE to indicate the user's default
• REACT_APP_DS_RETURN_URL - URL where the back end of the application is located (If you run it locally, use http://localhost:3000)
• REACT_APP_API_BASE_URL - URL where the front end of the application is located; will be used by Docusign to redirect back after signing ceremony (If you run it locally, use http://localhost:5001/api)
• DS_AUTH_SERVER - The Docusign authentication server (for testing purposes, use https://account-d.docusign.com)
• DS_DEMO_SERVER - Link to the Docusign demo server (for testing purposes, use https://demo.docusign.net)
• DJANGO_SECRET - Your Django secret key
• BACKEND_ALLOWED_HOSTS - URL of your server

Installation steps

Manual

1. Download or clone this repository to your workstation in a new folder named sample-app-myhealthcare-python.
2. Navigate to that folder: cd sample-app-myhealthcare-python
3. Navigate to backend folder: cd backend
4. Upgrade pip: pip3 install --upgrade pip
5. Install python packages: pip3 install -r requirements.txt
6. Navigate to frontend folder: cd frontend
7. Install React dependencies using the npm package manager: npm install
8. Update the .env file with the integration key and other settings.

   Note: Protect your integration key and client secret. You should make sure that the .env file will not be stored in your source code repository.

Using installation scripts

1. Download or clone this repository to your workstation in a new folder named sample-app-myhealthcare-python.
2. Navigate to that folder:cd sample-app-myhealthcare-python
3. Make the installation script executable: chmod +x scripts/install.sh
4. Run the installation script: ./scripts/install.sh
5. Update the .env file with the integration key and other settings.

   Note: Protect your integration key and client secret. You should make sure that the .env file will not be stored in your source code repository.

Additional installation scripts

All installation scripts are located in the scripts folder.

1. Make the installation script executable: chmod +x scripts/stop.sh
2. To stop the application, run ./scripts/stop.sh
3. Make the installation script executable: chmod +x scripts/clean.sh
4. To remove the virtual environment and modules, run ./scripts/clean.sh

Running MyHealthcare

Manual

1. Navigate to the application folder: cd sample-app-myhealthcare-python
2. Navigate to the backend folder: cd backend
3. Run the application: python3 manage.py runserver localhost:5001
4. Navigate to frontend folder: cd ../frontend
5. Run npm: npm start
6. Open a browser to http://localhost:3000

Using scripts:

1. Navigate to the application folder: cd sample-app-myhealthcare-python
2. Make the script executable: chmod +x scripts/run.sh
3. run ./scripts/run.sh

Using Docker:

1. cd sample-app-myhealthcare-python
2. cd backend
3. docker build -t backend:latest .
4. cd ..
5. docker run --env-file=.env -d -p 5001:5001 backend:latest
6. cd frontend
7. docker build -t frontend:latest .
8. docker run --env-file=.env -d -p 3000:3000 frontend:latest
9. cd ..
10. Open a browser to http://localhost:3000

To stop running processes in docker:

1. docker stop <backend_container_id>
2. docker stop <frontend_container_id>

License information

This repository uses the MIT License. See the LICENSE file for more information.