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  • Eric Chao
    • Jan 23

Technical Integration Q&A


Establish network connectivity


Message-based protocols:

  • Which network / transport protocols does your network use? (HL7 via TCP/IP, / HTTP, MLLP, FTP, etc.)

  • What are your security guidelines? Do you support a site-to-site VPN or TLS with TCP/IP or support other security measures?

  • If TLS, please provide a TLS certificate that can be added to our trust store.

  • We allowlist IP addresses / ports for security. What is your IP address?

  • What format are messages sent in? Please provide samples if available.

  • Does the network support retry logic in case of network failure or packet loss? If so, what is the retry policy?

  • Is there a connectivity policy regarding connection longevity/reset cadence?

  • Are there required system specific message receipt acknowledgements?

  • Who is the PoC in case of data failure or outage?

File-based protocols: (We support file-based batch system, allowing customers to upload HL7/RTF/PDF/XML messages and encounters via S3/SFTP)

  • What format is data available in? Please provide samples if available.

Restful API based protocols:

  • Please provide any relevant documentation

  • Is there a staging or test environment available?


Data Transmission

Message-based system:

  • Is it configurable to send only the final message for each encounter with the full chart upon provider signature? This approach is preferred to reduce the total number of messages.

  • Are separate messages/message event types used for billing/demographic vs. patient encounter notes vs. lab/imaging orders and results?

  • Are incoming provider messages supported (for missing documentation notifications)? Please provide specifications.

  • What is the expected volume of messages, either in terms of average messages per minute, or messages per day? Are messages batched?

  • How are malformed messages handled?

File based system:

  • What is your cadence of file upload? Real-time? Batched daily?


Required Data Fields (Emergency Medicine)


  • Demographics:

  • ​Patient Name

  • Patient ID / MRN

  • Account Number / CSN

  • Sex

  • DOB / Age

  • Arrival route

  • Arrival time

  • Facility ID

  • Place of service

  • Hospice status

  • Encounter:

  • Chief Complaint

  • History of Present Illness

  • PFSH (including medical, medication, allergy, immunization, family, social and surgical history)

  • Review of Systems

  • PE (including vitals, blood pressure screens)

  • Medical Decision Making

  • Diagnosis (including any pre-selected ICD-10 codes)

  • Nursing / tech / other provider notes

  • Orders:

  • Labs & Studies (lab orders & results)

  • Imaging (imaging orders & results - including EKGs if separate)

  • Discharge prescriptions

  • Dispensed medications

  • Procedures

  • Admit / transfer / discharge orders

  • Stroke alerts

  • Provider:

  • Note author(s) & provider type(s)

  • Attestation statements

  • Scribe (if applicable)

  • Signature(s)

  • Payor:

  • Primary Insurance (type, plan and subscriber)

  • Secondary Insurance (type, plan and subscriber)

  • Discharge:

  • Discharge instructions

  • Discharge type / route

  • Discharge date/ time

  • Metadata:

  • Note status (Primary, amended / addendum)

  • Chart in Error

  • Encounter Date / Time

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