HIE Participant Onboarding Resources
Documents & Artifacts
Lessons Learned
Connectivity
Need a standardized, timely, and proven approach for testing and implementing VPNs and connectivity.
- What type of connection will the participant be using?
- VPNs should be completed prior to engaging participants for kick-off calls, so progress can be made without losing communication with participant
- How many VPNs can be completed concurrently?
- How many dedicated connectivity resources will the HIE have dedicated?
- Which participants are ready to engage at what time?
- Does HIE have a schedule in terms of building these VPN connections?
- VPN connectivity to all HIE environments: Test, Stage, Prod
Kick Off Meetings with Net New Participants
The following should be complete prior to kick off call if possible:
- Will participants be receiving information from HIE (outbound to participant)?
- If so, what specs do they need to receive for each message type they plan to receive?
- What types of interfaces will the participant be connecting to HIE (inbound from participant)?
- System code for facility added to system and portal
- If participant is sending ORUs:
- Are all results LOINC Coded?
- Understanding how OBR-4/OBX-3 is sent
- Ensure corrections, cancellations work as participant expects, etc…
- Proper handling of sensitive lab information/do they send it?
- If sending radiology, will they be participating in an Image Exchange?
- Interface Analyst Contact Information
- Phone/email
- UAT Contacts (Validators)
- Phone/email
- Test plan for UAT from participant?
- If not, we need one
- ADT – event type flow, testing all event types
- ORU – testing cancellations, corrections (both OBR and OBX), testing microbiology results, testing pathology results
- MDM – testing cancellations, corrections, etc…
- If not, we need one
- Established timeline for go-live
- Testing
- UAT
- Activation
- Go-live issue resolution
Preparedness
- Inbound Feeds
- Version control – ensure interfaces are complete and thorough testing has occured prior to promoting them to production
- Environment control – it’s important that all environments are the same, so any testing conducting in dev and test environments can be relied upon as sufficient
- Outbound Feeds
- Understand how they function, where input facility specific logic needs to be input, etc…
Documentation of Standards
- Prefixes and Suffixes
- PV1 Providers and Copy To Providers in OBR NTE Segments
- OBX-3 is a copy of ‘OBR-4’ on RADs
- Naming Conventions
User Acceptance Testing
- Ensure that aesthetic formats and HL7 standards are met
- OBR-4/OBX-3
- PV1 Providers in NTE segments
- Map OBR-4 to OBX-3 on RADs if OBX-3 is of no value
- Follow Test Plans through each message type
- Event types and message order
- Cancellations and corrections
- Microbiology messages and pathology messages
- Sensitive Lab testing
- Look for invalid characters
- Create a schedule for validation in Stage, sign-off, validation in Prod, sign-off
- Standardized process for HIE Validation
- Standardized process for Participant UAT Validation
- Standardized process for migration through environments