Health Connect Extension

About Health Connect

With Health Connect, you can make sure that the patient info in your Electronic Medical Record (EMR) system is synced with Qualtrics XM Directory. With patient and administrative information kept constantly up-to-date in your directory, you ensure that you can include the most important information in your survey results, dashboards, and overall Qualtrics patient experience program. Health Connect uses the Health Level Seven (HL7) messaging standard for transmitting clinical and administrative data.

Once Health Connect has been added to your license, any users will need the Brand Administrator user type to edit or create Health Connect connections.

Information Required for Rhapsody Integration

Your Qualtrics Implementation Specialist will help with integrating Health Connect to Rhapsody. Rhapsody will need the following information:

• Endpoints: Health Connect endpoints for both testing and production directories (see Creating New Connections and Endpoints).
• OAuth token: An OAuth token from the same Qualtrics user account where the connection is created (see Generating an API Token)
• Connection type: What type of secure connection you’d like to use to connect your EMR to Rhapsody. Your Implementation Specialist can provide more information on possible connection types.
• HL7 event types: All event types you plan to use. Health Connect supports two HL7 event feeds: ADT and SIU. Within each of these feeds are a few supported event types.

ADT (Admit, Discharge, Transfer) Events

The ADT event type tracks the administrative lifecycle of a patient in a healthcare facility, such as changes in a patient’s demographics, insurance, administrative status, or physical location (bed/room). ADT messages are important in ensuring key patient information is consistent across the hospital’s entire record-keeping system.

The type of data segments you’d see in an ADT message can include Patient Identification (PID), Visit Information (PV1), Next of Kin (NK1), Diagnosis (DG1), and Insurance (IN1).

We only support the following ADT event types:

• ADT^A01: Patient Admit/Inpatient Visit
• ADT^A02: Patient Transfer
• ADT^A03: Patient Discharge
• ADT^A04: Patient Registration (Outpatient)
• ADT^A08: Update Patient Information

SIU (Scheduling Information Unsolicited) Events

SIU events detail the creation, change, or cancellation of a patient’s appointment or the booking of a resource (like an operating room or piece of equipment). SIU messages are important in ensuring all scheduling systems and calendars have matching, up-to-date information.

The type of data segments you’d see in an SIU message can include Patient Identification (PID), Schedule Activity Information (SCH), and Appointment Resource Groups (RGS, AIG, AIL, AIP).

We only support the following SIU event types:

• SIU^S12: Notification of New Appointment Booking
• SIU^S14: Notification of Appointment Modification

XM Directory Setup

With every EMR connection you create in Health Connect, you can differentiate between a testing and production environment. By creating one directory for each, you can more easily test your setup, ensuring only the most complete field settings are pushing live to your Qualtrics programs.

1. Directory creation: Create one directory for test data, and a second directory for production.
2. Role creation: Make sure there’s a role for each directory that enables Admin access. Add yourself to both roles.
3. Identity resolution: For each of the 2 directories, make sure new duplicate contacts are automatically merged based on External Data Reference.

Once XM Directory has been set up, you can create a new connection from the Health Connect extension’s page.

Managing the Health Connect Extension

1. Go to Admin.
   
2. Go to Extensions.
   
   Qtip: You may have to click More to see the Extensions option.
3. Search and select Health Connect.
   
4. Go to Data mapping.
   
5. To start a new connection, click New connection.
6. To edit an existing connection’s name, view its endpoints, or delete it, click the connection’s name.
   Qtip: You can also edit a connection’s details by selecting the 3 dots and choosing Edit connection.
7. To edit data mapping, select either the Testing or Production links.
   Qtip: You can also edit data mapping by clicking the 3 dots and choosing Edit mapping.

New Connections and Endpoints

1. Name your connection.
   
2. Add an optional description.
3. Set the testing directory.
4. Set the production directory. (This is the directory you plan to use with live programs).
5. Click Create connection.
6. Two endpoints will be generated for you: one for your production directory, and one for your test directory.
   
7. When you’re ready to leave the page, click Done.

Qtip: If you ever need to access these endpoints again, click the connection’s name.

You can also click the 3 dots next to the connection name (not the nested test and production) and select Edit connection.

Data Mapping for Health Connect

Endpoints for the testing environment and the production environment are mapped separately.

1. Click the 3 dots next to your testing or production environment.
   
2. Click Edit Mapping.
3. You’ll see ADT and SIU feeds. Next to the feed you want to map, select Edit mapping.
   
4. Use the filters to adjust what types of JSON messages you want to see. See more in this section below.
   
5. Select what kind of field mappings you want to edit:
   • Required Fields: Fields required for the ADT or SIU feed to work. If required fields are missing, the message will fail, and the information from your EMR will not be updated in Qualtrics.
   • Optional Fields: Fields that aren’t required, but come already mapped in the extension (e.g., FIRST_NAME, VISIT_DATE).
   • Derived Fields: Fields calculated automatically by the extension (e.g., AGE, LENGTH_OF_STAY).
   • Custom Fields: New fields you create to map specific data that aren’t covered by required, optional, or derived fields.
6. Each segment type is represented by a header. Within each segment, you’ll see individual fields.
   Qtip: For more on segments, see HL7’s documentation.
7. For each field, you’ll see:
   • Qualtrics field name: What the field is called in XM Directory and any connected surveys or dashboards.
   • JSON path expression or custom value: You can either define a field’s value using JSON or by entering a custom value.
     • JSON path expression: Defines where to pull the information from a JSON message. Must start with a $.
     • Custom value: A hard-coded/static value.
   • Value: As you pull in sample data, this column shows the value pulled in for the selected example event.
     Example: If you’re looking at the “FIRST_NAME” field, the value might be “Maria.”
     Qtip: The values of derived fields cannot be edited, because they’re automatically calculated by Qualtrics.
8. In the Custom fields tab, you can click Add custom field at the bottom to add entirely new fields.
   
   Qtip: Set a name for your new field as it should appear in Qualtrics, and either the JSON path it should derive its value from, or a hard-coded value. From there, you can even add transformations.
9. When all of your mapping is complete, click Save.
10. For an event type to be live in the program and uploading data to XM Directory, make sure it’s also  Activated.
    

Qtip: There’s a way to test whether the JSON path you entered is displaying the correct value. Click the 3 dots next to your field, and select Edit field.

Using sample JSON data, this new window will show you what value was pulled based on the expression you entered.

Data Transformations

Viewing JSON Message Samples

Once your EMR has been connected to Qualtrics using Rhapsody, messages from your EMR system will appear on the right side of the screen in a JSON format.

The event type filter and the advanced filter can be used to narrow down the specific messages you want to see.

• Event type: Choose any of the event types to see the raw JSON content on the right.
• Advanced Filter: Build advanced filters to find past messages transmitted from your EMR to Qualtrics, based on information they contain. Filter by Qualtrics Field or by JSON Path Expressions.

Navigate recently received messages by using the previous sample and next sample buttons along the top.

Qtip: You can copy the body of a JSON message by hovering over the sample and clicking the icon.

Examples of JSON Path Expressions

The table below has a few examples of JSON Path Expressions you can use in advanced filters.

Deleting a Connection

1. Click the connection’s name.
   
2. Select Delete connection.
   
3. Confirm Delete connection.

FAQs