Configuring My Health Record
The My Health Record Configuration screen is the main place to review your practice's setup for My Health Record. Go to Admin > Maintenance > My Health Record Configuration.
The screen has four tabs: Certificates, Locations, Doctors, and Auto-Upload. Each is described below.
Certificates
The Certificates tab shows the NASH certificates at each location. It provides the same functionality as Add Cert from HPI-O details on the Location screen, in a single view.
Locations
The Locations tab shows the readiness of each location for use with My Health Record.
For a location to be ready, it needs:
- A valid NASH certificate
- A configured HPI-O
- A Facility Type
- A Practice Setting
Facility Type and Practice Setting are new fields on each Location. Both are mandatory to use the location with My Health Record. The lists are fixed and cannot be customised.
These fields are also available on the Manage HPI-O screen in the Windows Client.
The Status column indicates whether a location is ready. HPI-O validation and error clearing must still be performed in the Windows Client.
Doctors
The Doctors tab shows the readiness of each doctor for use with My Health Record.
A doctor must have:
- A valid HPI-I
- A Staff Entry with an Occupation assigned
- A work phone number and/or email address
Auto-Upload
The Auto-Upload tab controls which record types are uploaded to My Health Record automatically on finalisation, and which My Health Record document type they upload as.
No record types are enabled for auto-upload by default. HealthTrack may suggest a My Health Record document type for certain record types.
To configure auto-upload:
- Tick the checkbox next to the record type you want to enable.
- Select the My Health Record document type from the drop-down.
- To override the setting for a specific classification, expand the row and set the classification-level value. Classifications without an override use the record type's setting.
To see the original FormDisplay and RecordSubCategory values, add these columns using the column chooser.