HIE Participant Onboarding Resources

Documents & Artifacts

• New World HIE On-Boarding Readiness Questionnaire
• New World HIE ADT Technical Design Document
• New World HIE Sample CCDA Use Case

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…
• 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

User Acceptance Criteria

The table below identifies the user acceptance criteria to be used by the HIE during the User Acceptance Testing Process. These criteria are applicable predicated on the data provided by the HIE supporting the functionality. If data is lacking, functionality may not be possible.

Summary	Detail
Access Levels - Roles and Groups	The following roles and groups will be made available to manage privacy; additional roles and groups can be added and managed as necessary by an Administrator Function by HIE staff. • Front Desk • Care Support • Support • Provider • Facility Administrator • Facility Privacy Administrator • HIE Privacy Administrator • HIE Administrator • EMPI Administrator
Administrator Homepage	Clinical Portal Users Search enables an administrator to find users registered in the Clinical Portal
Clinician Homepage • Worklist • Recent Patients • Received Messages	• Worklist - identifies the worklist that will appear on the user's Homepage • Recent Patients - a list of patient records that the user has recently accessed within the Portal • Received Messages - a list of messages that the user has received from another user. This window will only display messages created within the Portal