HL7 Import for CellTrak

Transcription

1 HL7 Import for CellTrak Procura Health Management Systems Contact Procura Corporate Office 623 Discovery Street, Victoria, BC, Canada V8T 5G4 Phone: FAX: Software version Procura 7 Documentation version 7.0 Last Update Date Maintenance Guides

2 Copyright All rights reserved. Develus Systems Inc. Any technical documentation that is made available by Develus Systems Incorporated is the copyrighted work of Develus Systems Incorporated and is owned by Develus Systems Incorporated. Information contained here is subject to change without notice and does not represent a commitment on the part of Develus Systems Incorporated. This documentation is furnished as part of the licensed software program it describes and is subject to all the terms and conditions of the license agreement. No copyright of the documentation is hereby transferred. Every effort has been made to ensure the accuracy and completeness of the information in this documentation. Develus Systems Incorporated accepts no responsibility for errors or omissions contained herein. The software and/or databases described in this document are furnished under a license agreement or non-disclosure agreement. The software and/or databases may be used or copied only in accordance with the terms of the agreement. It is against the law to copy the software on any medium except as specifically allowed in the license or non-disclosure agreement. The Purchaser may make a backup copy of the software for backup purposes only. No part of this manual and/or databases may be reproduced or transmitted in any form or by any means, electronic or mechanical, including photocopying, recording, or information storage and retrieval systems, for any purpose other than the purchaser s personal use, without the written permission of Develus Systems Incorporated. TRADEMARKS: Procura and Procura Community Health Systems is a registered trademark of Develus Systems Incorporated. All other brand and product names are trademarks or registered trademarks of their respective companies. Part of our continuing commitment to customer support and instruction.

3 Confidentiality and Distribution Limitations Intended Recipient The information contained in this document is privileged and confidential information intended for the use of the individual or entity to which it is distributed by an authorized employee of Develus Systems Incorporated. If you are the reader of this document and did not receive it directly from an authorized employee of Develus Systems Incorporated; or if you are not an employee or agent who is responsible to deliver this document to the intended recipient, you are hereby notified that any dissemination, distribution, or copying of this document is strictly prohibited. Confidential Information, Distribution Limitations This document is submitted by Procura (incorporated as Develus Systems Inc.) in good faith guided by the principles described herein. This document is for informational purposes only and does not constitute a contract or an offer to contract. Copyright of this document is retained by Procura. Procura hereby grants the intended recipients (known hereafter as the Customer ) unlimited rights to copy and distribute this document to evaluation staff and advisors under the following conditions: 1. The Customer will consider this information to be confidential and proprietary to Procura and will not release this document to any persons, other than internal evaluation staff and advisors, without first obtaining Procura s express written permission. 2. The Customer agrees that all information contained in this document, and any additional information supplied by Procura, is confidential and proprietary to Procura and is presented solely for use by the Customer for the purposes of review and analysis. The Customer agrees that other use thereof, including disclosure of this information to third parties, is strictly prohibited without the expressed written consent of Procura, except under the following conditions, where all conditions must be present: a. The express, prior written consent of Procura has been requested and received; b. The disclosure of information is for the sole purpose of review and analysis; c. All third parties are explicitly named, including: i. Given and Surname, ii. Affiliation to the Customer, iii. Employer and/or contractor name, iv. Position and title; d. A written agreement is signed by the Customer and Third Parties to respect the proprietary and confidential nature of Procura and all related documentation; e. The Customer will send a copy of said written agreement to Procura prior to the disclosure of the information; and f. The Customer will not make any reference to Procura, or any customers of Procura that are disclosed herein in any literature, promotional materials, brochures or sales presentations without the express written permission of Procura. The Customer will not assign or transfer any rights and privileges contained in this document without obtaining written consent of Procura. Procura respectfully requests that should any of the above noted conditions be deemed unacceptable to the Customer, that a representative of the Customer immediately contact Procura for discussion and revision of the conditions before proceeding with the document review. Please contact: Procura Help Desk Phone: support@goprocura.com

4 Table Of Contents HL7 Import... 1 The HL7 Import Form... 1 To Import Data... 1 Appendices... 3 The CellTrak Interface Agent... 3 Sending Data from Procura to Celltrak... 7 iv

5 HL7 Import The HL7 Import Form The HL7 Import form allows you to import client data from files of an HL7 compliant format - an ANSI standard for health care specific data exchange between computer applications. Alternatively, you can import this data using a standalone utility, called PROHL7.EXE, which runs in the background. Partner (the configuration to use for importing) Single File (imports the file specified in the Import File textbox) Folder (imports the files in the folder specified in the Import File textbox) Import File (the name and location of the file/folder being imported) All messages must be valid for file(s) to be accepted (specifies that messages within all files must be valid or none will be accepted) Display Report (specifies that the import will display a report with details of the data that was imported) Validate (validates the specified files) Import (validates the specified files, and then imports them) To Import Data 1. Go to Imports/Exports HL7 HL7 Import. The HL7 Import form displays. 1

6 HL7 Import for CellTrak 2. From the Partner drop-down box, select the trusted partner you want to work with. 3. If you want to import all of the files in a folder, select Folder. Otherwise, select Single File. 4. Click the button and browse for the file or folder you want to import. 5. If you want errors in the files to be ignored, select All messages must be valid for file(s) to be accepted. 6. If you want to generate a report of the details of the imported data, click Display Report. 7. If you want to validate the files, click Validate. Otherwise, click Import to perform the import. 2

7 Appendices The CellTrak Interface Agent In order for your exported HL7 files to be sent to the CellTrak website and for completed visits information to be sent back to you for import into Procura, a computer on your network will need to run the CellTrak Interface Agent. 1. Run the file called CIAInstall.exe. The CellTrak Interface Agent Configuration form displays. 2. If you have been given an alternate URL, type it in the URL textbox. 3. If you have been given an alternate password, type it in the Password textbox. 4. Click the SMTP Configuration tab. 3

8 HL7 Import for CellTrak 5. In the Smtp Server textbox, type the name of your SMTP server. 6. In the Port textbox, type the port you want to use. 7. In the Notify textbox, type the address to which you want error messages to be sent. 8. If your server requires a username and password combination, enter them in the boxes provided. 9. Click the Export Configuration tab. 4

9 Appendices 10. Click Browse beside the Export Location textbox, and then browse for the location to which you want files to be exported. 11. In the Export Files every spinbox, select the number of minutes you want the service to wait before it sends the files to the CellTrak server for integration into the Website interface. 12. Click the Import Configuration Tab. 5

10 HL7 Import for CellTrak 13. Click Browse, and then browse for the location in whichh you want completed visits from the CellTrak site to be put when a user marks them for export. 14. In the Import files every spinbox, select the number of minutes you want the service to wait before it contacts the server. 15. Click the Confirm Configuration tab. 6

11 Appendices 16. Click Confirm to install ctiwinservice. Sending Data from Procura to Celltrak Scenario 1: Creating a New Patient 1. Create the client record as per instructions in online help or Procura user guide. 2. Assign the client to a department so a Celltrak ID is created to enable the client data to be sent. 3. Once the necessary/applicable fields have been populated, click Transmit. 7

12 HL7 Import for CellTrak 4. A patient HL7 message will be created and sent to the Live\Out Folder to be picked up by the Celltrak Interface Agent (CIA). 5. This client should appear in the Celltrak Portal within 30 minutes of transmission. Scenario 2: Updating a Patient Level Care Plan 1. Open your client record in the Client Information form. 2. Click the Care Plan tab. 3. Create or update the Client Care Plan using the Add/Del button. 4. When you have made your selections, close this window to return to the Client Information form. 8

13 Appendices 5. Click Transmit to send this information as an HL7 Message to the Live\Out folder to be picked up by the CIA. NOTE: If you do not click the Transmit button, these updates/additions will not be sent to the Celltrak Portal or pushed to the mobile devices. 9

14 HL7 Import for CellTrak 6. This client should appear in the Celltrak Portal within 30mins of transmission. This information will get pushed out to the phone of the appropriate employee prior to their first visit with this patient. Scenario 3: Creating a Client Visit 1. Open your client record in the Client Information form. 2. Click Schedule. The Client Schedule form displays. 3. Add the appropriate visit type, date, duration, etc., to the client s schedule as per online help or user guide. 4. The CVID will be automatically created for this visit and an HL7 message will be automatically sent to the Live\Out folder for pick up by the CIA within the next 30 minutes. 5. This visit will display in the Celltrak Portal provided that the employee associated with it is a Celltrak mobile device user. In turn, this information will be pushed out to the mobile device of the employee as a Schedule Update. 10

15 Appendices Scenario 4: Sending a PASE based Client Care Plan 1. Open your client record in the Client Information form. 2. Click the PASE tab. 3. Click Add. The Select Assessment./Survey window displays. 11

16 HL7 Import for CellTrak 4. Select from the table the assessment you want to add to the client record. 5. Click OK. The Client Assessment/Survey form displays. 12

17 Appendices 6. Populate the date field values for Q1.2, (if this value is empty the application will NOT send the information to Celltrak). 7. Populate the checkboxes for the Care Plan activities the client requires. 8. Click OK to return to the Client Information form, (do NOT mark the assessment as Complete). The checkboxes you selected will not be visible on the Care Plan tab. 13

18 HL7 Import for CellTrak 9. Click Transmit to send this information as an HL7 Message to the Live\Out folder to be picked up by the CIA. NOTE: If you do not click Transmit, these updates/additions will not be sent to the Celltrak Portal or pushed to the mobile devices. 10. This client should appear in the Celltrak Portal within 30mins of transmission. This information will get pushed out to the phone of the appropriate employee prior to their first visit with this patient. 14