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* Viva_la_revolucion Here come the B-29's.... * file_rename Case sensitivity does not seem to be an issue. * Continue_rename Some odd cases of renaming. * conflict_resolution
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Original file line number | Diff line number | Diff line change |
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@@ -1,23 +1,23 @@ | ||
Direct Messaging with OpenEMR and EMR Direct phiMail(R) | ||
Direct Messaging with LibreEHR and EMR Direct phiMail(R) | ||
Version 1.3, 19 Jul 2014 | ||
|
||
A. Purpose: To provide a secure method from within OpenEMR for sending/receiving | ||
A. Purpose: To provide a secure method from within LibreEHR for sending/receiving | ||
protected health information to/from another Direct address using the Direct Project | ||
messaging standard, as a step toward the goal of satisfying the three MU2 criteria | ||
requiring the use of Direct messaging. (For general information about Direct messaging, | ||
see http://www.emrdirect.com/about-directed-exchange-and-secure-direct-messaging.html) | ||
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||
B. IMPORTANT: Please be aware of the following limitations when using the OpenEMR | ||
B. IMPORTANT: Please be aware of the following limitations when using the LibreEHR | ||
Direct Messaging features with PHI in a production environment: | ||
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||
1. the current code only supports a single shared "group" Direct Address for each OpenEMR | ||
1. the current code only supports a single shared "group" Direct Address for each LibreEHR | ||
installation. Note that this model is fully compliant with the Direct Project | ||
requirements for Direct messaging, but we may add additional models in the future | ||
should we determine that doing so would provide a higher degree of interoperability for | ||
OpenEMR users. | ||
LibreEHR users. | ||
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||
2. the current code only sends the CCR or CCD XML data that is already available in OpenEMR; | ||
these files as currently generated by existing OpenEMR code do not meet the requirements | ||
2. the current code only sends the CCR or CCD XML data that is already available in LibreEHR; | ||
these files as currently generated by existing LibreEHR code do not meet the requirements | ||
of the MU2 criteria, and the current CCD files do not pass strict CDA validation tests. | ||
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||
C. Problems Solved: | ||
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@@ -26,20 +26,20 @@ C. Problems Solved: | |
Portal interface. | ||
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2. Provider-initiated transmission of clinical data from the Report section of the Patient | ||
pane in the main OpenEMR interface. | ||
pane in the main LibreEHR interface. | ||
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||
3. Log all data transmissions including date/time, patient, and whether transmission | ||
was initiated by the patient through the Patient Portal or by an OpenEMR user through the | ||
was initiated by the patient through the Patient Portal or by an LibreEHR user through the | ||
main interface. | ||
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||
4. Receive Direct messages from other sources. | ||
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D. How it Works: | ||
Once configured, OpenEMR will interface with a phiMail Direct messaging server to complete the | ||
Once configured, LibreEHR will interface with a phiMail Direct messaging server to complete the | ||
required message transactions. The phiMail platform is described on the EMR Direct website, | ||
http://www.emrdirect.com and http://www.emrdirect.com/phimail-faq.html. | ||
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||
E. What you need before enabling Direct Messaging in OpenEMR: | ||
E. What you need before enabling Direct Messaging in LibreEHR: | ||
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||
1. Test Mode: Developers may request a complimentary test address at | ||
https://www.emrdirect.com/subscribe-developer | ||
|
@@ -49,9 +49,9 @@ Access to a sandbox server is available for testing and development purposes. | |
Direct messaging account with EMR Direct by registering at https://www.emrdirect.com/subscribe | ||
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||
Subscribers will receive the username, password, and server address information with which to | ||
configure OpenEMR. | ||
configure LibreEHR. | ||
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F. How to enable the Direct Messaging Features in OpenEMR: | ||
F. How to enable the Direct Messaging Features in LibreEHR: | ||
Setup of phiMail Direct messaging Service is done in the Administration::Globals::Connectors | ||
tab | ||
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||
|
@@ -62,18 +62,18 @@ will be of the form "ssl://servername.example.com:32541" - replace the hostname | |
with the values provided to you by EMR Direct. The Username is your Direct Address. Do not | ||
enter the server URL into your browser address bar, as this will not work. | ||
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||
3. Specify the OpenEMR user who will receive notification of new incoming Direct messages. | ||
Enter their OpenEMR username in the notification user field. | ||
3. Specify the LibreEHR user who will receive notification of new incoming Direct messages. | ||
Enter their LibreEHR username in the notification user field. | ||
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||
4. Specify the interval for automatic message checking; we suggest 5 or 10 minutes as a | ||
starting point, but installations processing a large number of Direct messages may want a | ||
shorter interval. To disable automatic message checking through OpenEMR's background service | ||
shorter interval. To disable automatic message checking through LibreEHR's background service | ||
manager, set the interval to 0 (zero). Disabling automatic checking would be appropriate | ||
if message checking is managed through another mechanism, such as a system cron job. | ||
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||
5. Optionally check "phiMail Allow CCD Send" and/or "phiMail Allow CCR Send" to enable | ||
the Transmit feature for these data types. If you do not select at least one of these, | ||
OpenEMR will operate in a receive-only mode. | ||
LibreEHR will operate in a receive-only mode. | ||
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6. Click the "Save" button. | ||
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@@ -84,20 +84,20 @@ Globals::Notifications tab to receive error notifications from the Direct Messag | |
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||
Note: This is *not* your Direct certificate; it is the trust anchor for the SSL | ||
certificate issued to our servers, and is used only to validate the SSL certificate | ||
presented by the phiMail server on the other side of OpenEMR's connection. Your Direct private | ||
key and certificate are managed by the phiMail Server and are not installed in OpenEMR. | ||
presented by the phiMail server on the other side of LibreEHR's connection. Your Direct private | ||
key and certificate are managed by the phiMail Server and are not installed in LibreEHR. | ||
Your Direct certificate is made availabe for your review by EMR Direct, but you will not | ||
need to install it anywhere. | ||
|
||
For added security, the trust anchor for the phiMail Server should be installed in the OpenEMR | ||
For added security, the trust anchor for the phiMail Server should be installed in the LibreEHR | ||
installation tree at: | ||
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||
[installation_root]/sites/[site_id]/documents/phimail_server_pem/phimail_server.pem | ||
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||
This phimail_server_pem directory and its contents should be readable by the the | ||
webserver process, but only writable by trusted local users. The certificate file | ||
itself must be PEM encoded. You can identify a PEM encoded certificate file because | ||
it begins with the text "-----BEGIN CERTIFICATE-----". Although OpenEMR will connect | ||
it begins with the text "-----BEGIN CERTIFICATE-----". Although LibreEHR will connect | ||
to phiMail servers without installing this certificate, this is a required configuration | ||
step for all production accounts to ensure that you are connecting to the correct | ||
server. You can obtain the correct certificate at the following URLs: | ||
|
@@ -131,9 +131,9 @@ entries, each entry will also contain an error code: | |
C4: failed to open connection. Fix: Confirm you Internet service and local DNS servers are | ||
online and your firewall is not blocking connections to the phiMail Server. | ||
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||
H. Checking the status and history of the Direct Messaging Service in OpenEMR: | ||
H. Checking the status and history of the Direct Messaging Service in LibreEHR: | ||
Administrators may view the status of the service by Selecting Reports::Services::Background | ||
Services from the main OpenEMR left navigation bar. The "View Log" link on this page or | ||
Services from the main LibreEHR left navigation bar. The "View Log" link on this page or | ||
Reports::Services::Direct Message Log will open the messaging history log showing each message | ||
sent or received and the current status of that message (Received, Sent, Delivery Confirmed, | ||
or Failed). | ||
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@@ -142,10 +142,10 @@ I. Note of message status messages: Receiving message status updates requires th | |
checking be enabled. When receiving messages, the phiMail back-end is fully compliant with the | ||
Direct messaging protocols to notify the sender and provide final delivery confirmation, but | ||
please note that many other Direct providers do not yet support these features. If a message | ||
is sent to a recipient using one of these other systems, OpenEMR probably won't ever receive a | ||
is sent to a recipient using one of these other systems, LibreEHR probably won't ever receive a | ||
final delivery confirmation for that message. | ||
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J. How to use the Direct Messaging Features in OpenEMR: | ||
J. How to use the Direct Messaging Features in LibreEHR: | ||
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1. Sending: | ||
When the phiMail Direct Messaging service is enabled, an additional "Transmit" button will | ||
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@@ -160,14 +160,14 @@ Clicking "Transmit" again will hide the dialog. | |
A Direct Address should have the same form as a regular email address, e.g. | ||
[email protected]. Enter the address in the field and click the "Send" button | ||
immediately to the right of the field. Only a single recipient may be specified in the field. | ||
The Send button will be temporarily disabled while OpenEMR is communicating with the phiMail | ||
The Send button will be temporarily disabled while LibreEHR is communicating with the phiMail | ||
server. This will only work for properly-configured Direct addresses. Attempts to send to a | ||
regular email address or Direct address outside of our test mode "trust sandbox" will fail | ||
during testing. Production accounts have wide interoperability with other Direct service | ||
providers. Should you encounter a trust community with which OpenEMR does not interoperate, | ||
providers. Should you encounter a trust community with which LibreEHR does not interoperate, | ||
please let us know at [email protected]. | ||
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OpenEMR will then display a status message immediately below the Address field, the | ||
LibreEHR will then display a status message immediately below the Address field, the | ||
success or failure of the message transmission, or an error message. If the message is | ||
successfully submitted to the server, the Address field will be cleared to prevent accidental | ||
re-transmission. If multiple recipients are required, the next recipient can now be entered. | ||
|
@@ -186,7 +186,7 @@ beginning with "EC" are listed here: | |
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2. Receiving: | ||
When the phiMail Direct Messaging service is enabled, and message checking is enabled either | ||
through the background services manager of another mechanism, OpenEMR will automatically process | ||
through the background services manager of another mechanism, LibreEHR will automatically process | ||
message status updates and new messages. Status updates will be reflected immediately in the | ||
Direct Messaging log. Additionally, if a "Failed" notification is received for a previously sent | ||
message, a regular email message will be generated to the Notification Email Address specified | ||
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@@ -197,7 +197,7 @@ New Direct messages will be processed as follows. A new "Patient Note" will be g | |
sent to the phiMail notification user specified in the Connectors tab of the Global settings. | ||
The patient note will contain information about the message, including any text at the beginning | ||
of the message from the sender. Any attachments (and any non-text content) will be automatically | ||
converted to separate OpenEMR Documents, which will be referenced in the new Patient Note. | ||
converted to separate LibreEHR Documents, which will be referenced in the new Patient Note. | ||
The Documents and the Patient Note are initially created without an assigned patient. | ||
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At this time, the envisioned workflow is that the notification user will review the message text | ||
|
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