Integrating PatientSecure with Verato Universal MPI

1. Obtain the web service user name and password. Take note of these credentials for use in a later step.

2. Obtain the client certificate (.pfx) file from Verato and copy it to the PatientSecureAdmin Console application server.

3. Obtain the Verato web service URL.

4. Gather the patient identifier sources for the identifiers in Verato. These will be used later for identifier mapping.

5. Contact Verato with the following PatientSecure server information:

   1. Public-facing IP addresses of the PatientSecure servers where the PatientSecure Web Service and EMPI service is running, for Verato to add to their web service white lists.

   2. Any outgoing firewall restrictions from your network to Verato.

To configure an external EMPI system for Verato:

1. In PatientSecureAdmin Console, create an EMPI external system for Verato Universal MPI and define its patient identifiers.

   1. In the Admin Console, go to Settings > External Systems and Patient Identifiers.

      The External Systems and Patient Identifiers page opens.

   2. Click Add System.

      The Add/Edit Systems dialog opens.

   3. Type a display name (case-insensitive, up to 30 characters) in the System Name box.

   4. Select Initiate or Verato from the EMPI drop-down list.:

      1. In the Username box, enter the username for the Verato system.

      2. In the Password box, enter the password for the Verato system.

      3. In the Web Service URL box, enter the URL of the Verato web service.

      4. For integration with Verato Universal MPI, click Import certificate to upload the certificate you obtained from Verato.

         1. Click Browse to the location of the certificate (*.pfx) file you received from Verato.

         2. In the Certificate password box, enter the passphrase for the certificate.

2. Add patient identifiers:

   For more information, see Adding Patient Identifiers.

   You need to configure the patient identifier mapping that maps the PatientSecure tag names to the source names (Verato's terminology) used within Verato.

   NOTE:

   Verato identifiers are case-sensitive.

   Select one of the following methods:

   • Enter an EMPI Tag name that maps the PatientSecure tag name to the Verato source name.

   • Select the Enterprise ID checkbox to map the Verato LinkID to a PatientSecure identifier.

To add an EMPI Event rule for Verato:

1. In the Admin Console, go to Settings > Rules.

2. Click Add New Rule and select EMPI Event from the drop-down list.

3. Specify the following information:

   1. Name. Enter a meaningful display name for the EMPI Event rule.

      Recommended display names could be the EMPI name plus the trigger type.

   2. Description (optional). Enter a meaningful description for the rule's use.

   3. When this happens. From the drop-down list, select the action that triggers this rule. For example, when a Patient Identifier is deleted.

      One or more patient identifier filters may be applied to the rule to reduce the scope. To add a patient identifier filter:

      1. Click Add/Edit filter to add a filter or to edit an existing one.

      2. For locations, select Location, and select an Organization, Facility, or Department to filter by. Leave the box blank to filter by all.

      3. For identifiers, select Identifier and select a patient identifier to filter by. Leave the box blank to filter by all.

      4. Click Apply. A summary of the selected filters is displayed next to the Add/Edit filters link.

   4. Select a system to query from the Query this system drop-down list.

   5. Click Add/Edit systems to add systems or edit existing ones.

   6. Click Save Rule.