Index

• Sections
  • Contents
  • INTRODUCTION / IMPORTANT CONSIDERATIONS
  • Please be advised that if your practice provides alcohol or substance use disorder treatment, 42 C.F.R. Part 2 prohibits providers from transmitting data to NC HealthConnex that would identify a patient as a substance abuser (such as in the note contents, remarks in Discharge summaries, diagnosis data, etc.)
  • For more information, please see this FAQ from NC Health Connex
  • INITIAL SETUP / STAFF DIRECT ADDRESSES

North Carolina HIE Integration

Contents

• Introduction/Important Considerations
• Initial Setup/Staff Direct Addresses
• Task: New Patient Setup
• Task: Create an Inpatient Episode of Care
• Task: Change inpatient to outpatient / create outpatient Episode of Care
• Data Capture Requirements
• Task: Capture Active Allergies
• Task: Enter Active Medications / New Prescriptions
• Task: Record Patient Vitals
• Task: Enter Patient Diagnoses
• Task: Enter Treatments / Procedures Performed
• Task: Enter Immunizations
• Task: Generate Discharge Orders / Instructions / Destination

INTRODUCTION / IMPORTANT CONSIDERATIONS

This guide is intended to serve as a reference and training manual for the North Carolina HIE Integration, detailing the workflows that must be used in order to generate messages for transmission for the HIE. Please be sure to share this document with your clinical staff so that they are following proper workflow.

As a general note, it is important to know that merely creating a patient’s chart will not send information to the HIE-- an episode of care will need to be created. This prevents test charts from erroneously sending data, for example.

Once the Episode of care is created as per the workflows below (page 10 for Inpatient, Page 12 for outpatient), then the HIE will receive messages.

Please be advised that if your practice provides alcohol or substance use disorder treatment, 42 C.F.R. Part 2 prohibits providers from transmitting data to NC HealthConnex that would identify a patient as a substance abuser (such as in the note contents, remarks in Discharge summaries, diagnosis data, etc.)

For more information, please see this FAQ from NC Health Connex

(taken from https://hiea.nc.gov/frequently-asked-questions#are-there-restrictions-on- submitting-substance-abuse-data-to-nc-healthconnex )

Are there restrictions on submitting substance abuse data to NC HealthConnex?

Alcohol or substance use disorder programs that hold themselves out as or advertise as providers of substance use disorder treatment and who receive any type of federal assistance as outlined in 42 C.F.R. Part 2 cannot generally disclose data through to NC HealthConnex in the following conditions:

1. If the data would identify a patient as an alcohol or substance abuser, and
2. If that data was obtained by an alcohol or substance abuse program for treating,
diagnosing or making a referral for the patient’s alcohol or substance abuse problem.

Units within a larger health care organization that are covered by 42 C.F.R. Part 2 should also withhold patient data pertaining to substance use disorder patients. However, the remaining clinical data (i.e., general medical information, mental health data, procedures, laboratory tests, etc.) can be submitted to NC HealthConnex.

Part 2 providers may disclose part 2 information in the event of an emergency directly to a requesting physician if he or she needs the information to treat the emergency condition pursuant to 42 C.F.R. §2.51, or if the patient has authorized the specific disclosure in writing in compliance with 42 C.F.R. § 2.31. This can be done using NC HealthConnex Direct Secure Messaging. Please review 42 C.F.R. Part 2 before disclosing any alcohol or substance abuse information through NC HealthConnex.

For further information, please contact kenya.servia@nc.gov

INITIAL SETUP / STAFF DIRECT ADDRESSES

As ICANotes relies upon Kno2’s Direct Messaging System to send patient data over to the HIE, it is important that all providers who will be generating notes / charts for patients have a direct address associated with their ICANotes account, as that will be the “from” address the documentation is sent with. Without a direct message address set up, any work done for a patient’s chart by the provider without an address will not be sent over.

First, the Kno2 direct addresses for the providers must be set up for all your providers within Kno2. This can be done by logging into the Kno2 dashboard and:

1. Log into your Kno2 account.

2. Click the settings gear in the upper right-hand corner.  

3. Under Document Sources, select Kno2 Addresses from the list displayed.

4. Select the “+” sign located in the upper right-hand corner.

 

5. The setup window will appear.

Fill out the window as follows:
1. Address Type - Choose Provider.
2. NPI – Enter the Provider’s NPI.
3. Enter the provider’s first and last names.
4. Kno2 Address - Enter the desired prefix for the Direct address. The remaining part of the address (after the @ symbol) is preconfigured in the Domain field. For example, Provider John Doe would be johndoe. Note that