HRM Interface Setup (ON)

The configuration must also be done by a user with administrative permissions

1. Click Configuration and select Hospital Reports.
   
2. Next select the Connections options.
   
   The HRM connections window is displayed, however it will be completely blank. A new connection must then be added by selecting the Add button .
   You will then see a screen similar to below.
   
   
   The Connection Name, SFTP Server, STFP Username, SFTP Folder, and AES Decryption Key, will have to be filled in from what is provided, as well as loading in the supplied .ppk SFTP Key.
   
   The Primary and Secondary Admin users should also be set, with the Send Notifications selected; these should be users such as the office manager and primary physician contact. Should there be any issues identified with the connection these are the users that will be notified.
   
   The SFTP Connection Information, as well as the SFTP Key (.ppk format) will all be provided by OntarioMD in a documentation package provided to QHR technologies. Please note that until this information package is received setup cannot be initiated. This information will be sent directly to the technical contact for the site or QHR Technologies.
   
   Once the HRM package information has been received and entered into the appropriate fields then the entry screens should look similar to this.
   
   
   
   After all fields have been correctly filled out with data provided by OntarioMD we would then tick the enabled checkbox. The download interval is defaulted to 30 minutes but can be modified anywhere between 30 minutes and 24 hours if require. In general the default 30 minutes setting should be left as-is, so normally is not touched.
3. Run manual download can be selected to bypass the Automatic Polling and force a download.
4. At this point the configuration is finished and the window can be closed.
5. To verify that lab data is being successfully downloaded a QHR Administrative Account can check the file queue viewer in Accuro. This is accessed from the Tools, Admin Tools, View File Queue option.
   
6. If we select HRM Reports - Unencrypted from the Category dropdown at the top and then click the search button we should see labs with a current date/time stamp.
   
   
   In the event that an older lab is received where a new one already exists there will be a message appearing in the status window ‘Newer Version of Lab Already Received’. This is a perfectly normal message and can be ignored as is used for message audit tracking purposes.
7. Mappings can also be adjusted by a System Administrator by selecting Configuration, Hospital Reports, Mapping.
   
   
   The following screen then will be displayed.
   
   
8. Classes, sub classes, and procedures can then be added using the green plus at the lower left had side while having a class or subclass selected.
   
   
   Note: If nothing is selected when the green plus is selected the only option will be add a new class.
   
   The Class and Sub-Class, are used to organize Medical Records reports within a patient’s chart.
   
   There are no Procedures entered by default, they can be entered when generated by a sending facility either as part of a single accompanying sub-class, or multiple procedures may be sent that are part of other sub-classes.
   
   Additionally, descriptions can be edited as per a clinics preference simply by double clicking the description and making the desired changes.
9. Separately configured facilities can also be added by selecting at the top.
10. You are then presented with a screen asking for the facilities 4 digit number.
    
11. Once OK is pressed Accuro will prompt if you want to copy the current facility’s mappings to the new facility.
    
    
    In the situation where setup has been done correctly but no labs appear we will have to contact Ontario MD to assist in troubleshooting the connectivity by confirming the site setups and any other actions they deem necessary that we should follow to resolve the issue.
12. Once we see there are labs successfully showing in the file queue with a status of processed we will need to send a reply email to Ontario MD to let them know this setup has been successfully completed for the client site in question.