Health Connect Event

About Health Connect Events

The Health Connect event allows you to integrate with your Electronic Health Record (EHR) system in order to begin a workflow in Qualtrics based on events in your EHR system. For example, you can trigger the event when a patient is discharged from one of your facilities, sending them a follow-up survey about their experience.

Setting Up a Health Connect Event

Once you’ve had this feature enabled for your license and your EHR system has been integrated, you’re ready to set up your workflows.

1. Using the navigation menu in the top left, navigate to Workflows.
   
2. Click Create a workflow.
3. Select Started by an event.
   
4. Click Get started.
5. Select Health Connect.
   
6. Choose the desired HL7 event. You have four different options:
   
   • Health Connect ADT: Base the workflow on admission, discharge, transfer, and registration (ADT) events. More information about each available event is in the following steps.
   • Health Connect MDM: Base the workflow on health document creation, edit, status change, or replacement. More information about each available event is in the following steps.
   • Health Connect ORU: Base the workflow on observation results (ORU) events, such as lab results and imaging study reports. More information about each available event is in the following steps.
   • Health Connect VXU: Base the workflow on an unsolicited update to a vaccination record. More information about each event is in the following steps.
7. Click Next.
8. If you selected Health Connect ADT, choose the HL7 events you want to trigger the workflow. You can select multiple events. Your options include:
   

   Click here to see a list of all ADT events.

   • A01 – Admit/Visit Notification
   • A02 – Transfer a Patient
   • A03 – Discharge/end visit
   • A04 – Register a patient
   • A05 – Pre-Admit a Patient
   • A06 – Change an outpatient to an inpatient
   • A07 – Change an inpatient to an outpatient
   • A08 – Update Patient Information
   • A09 – Patient Departing – Tracking
   • A10 – Patient Arriving – Tracking
   • A11 – Cancel Admit/Visit Notification
   • A12 – Cancel Transfer
   • A13 – Cancel Discharge / End Visit
   • A14 – Pending Admit
   • A15 – Pending Transfer
   • A16 – Pending Discharge
   • A17 – Swap Patients
   • A18 – Merge Patient Information
   • A20 – Bed Status Update
   • A21 – Patient Goes on a Leave of Absence
   • A22 – Patient Returns from a Leave of Absence
   • A23 – Delete a Patient Record
   • A24 – Link Patient Information
   • A25 – Cancel Pending Discharge
   • A26 – Cancel Pending Transfer
   • A27 – Cancel Pending Admit
   • A28 – Add Person or Patient Information
   • A29 – Delete Person Information
   • A30 – Merge Person Information
   • A31 – Update Person Information
   • A32 – Cancel Patient Arriving – Tracking
   • A33 – Cancel Patient Departing – Tracking
   • A34 – Merge Patient Information – Patient ID Only
   • A35 – Merge Patient Information – Account Number Only
   • A36 – Merge Patient Information – Patient ID & Account Number
   • A37 – Unlink Patient Information
   • A38 – Cancel Pre-Admit
   • A39 – Merge Person – Patient ID
   • A40 – Merge Patient – Patient Identifier List
   • A41 – Merge Account – Patient Account Number
   • A42 – Merge Visit – Visit Number
   • A43 – Move Patient Information – Patient Identifier List
   • A44 – Move Account Information – Patient Account Number
   • A45 – Move Visit Information – Visit Number
   • A46 – Change Patient ID
   • A47 – Change Patient Identifier List
   • A48 – Change Alternate Patient ID
   • A49 – Change Patient Account Number
   • A50 – Change Visit Number
   • A51 – Change Alternate Visit ID
   • A52 – Cancel Leave of Absence for a Patient
   • A53 – Cancel Patient Returns from a Leave of Absence
   • A54 – Change Attending Doctor
   • A55 – Cancel Change Attending Doctor
   • A60 – Update Adverse Reaction Information
   • A61 – Change Consulting Doctor
   • A62 – Cancel Change Consulting Doctor

9. If you selected Health Connect MDM, choose the HL7 events you want to trigger the workflow. You can select multiple events. Your options include:
   

   Click here to see a list of all MDM events.

   • T01 – Original Document Notification
   • T02 – Original Document Notification And Content
   • T03 – Document Status Change Notification
   • T04 – Document Status Change Notification And Content
   • T05 – Document Addendum Notification
   • T06 – Document Addendum Notification And Content
   • T07 – Document Edit Notification
   • T08 – Document Edit Notification And Content
   • T09 – Document Replacement Notification
   • T10 – Document Replacement Notification And Content
   • T11 – Original Document Notification

10. If you selected Health Connect ORU, choose the HL7 events you want to trigger the workflow. You can select multiple events. Your options include:
    

    Click here to see a list of all ORU events.

    • R01 – Unsolicited Observation Transmission
    • R30 – Unsolicited Point-of-Care Observation Message Without Existing Order – Plan An Order
    • R31 – Unsolicited New Point-Of-Care Observation Message – Search For An Order
    • R32 – Unsolicited Pre-Ordered Point-Of-Care Observation
    • W01 – Waveform result, unsolicited transmission of requested information

11. If you selected Health Connect VRU, choose the V04 – Unsolicited Vaccination Record Update option.
    
12. When done selecting events, cick Finish.
13. Click the plus sign (+) to add conditions and a task to your workflow. Conditions determine when your workflow fires while tasks are what happens when your workflow fires.
    
    Example: In this example, we created a condition so that the workflow will only fire when the Building field (from the event in our EHR system) is equal to Cardio.
    
    Example: You could use the XM Directory task to send a survey, the tickets task to create a Qualtrics ticket, or the email task to send an email.

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