12104: Patient Identification Management

The aim of this pre-connectathon test is to check your system under test is able to receive/send the messages exchanged within the ITI-30 (Patient Identification Management) transaction. Here, we are testing your capability to create a new patient, update his/her demographics and identifiers and, depending of the set of options you support, to merge and/or link patient demographic information.

Both actors (Patient Demographic Consumer and Patient Demographic Supplier) will be asked to test against the PAM Simulator. For each step of this test, you are expected to provide the permanent link to the patient sent or received by the simulator and the permanent link to the test report.

You will retrieve the patients the simulator has sent or received under the "All patients" menu. You may want to use the filter to facilitate your search. If you are using the simulator as a PDS or PES, you can log onto the application using the CAS mechanism (use your Gazelle credentials) and easily retrieve the patients you have created within the application by checking the "see only patients created by me" checkbox. If you use the simulator as a PDC or PEC, the creator of the patients received by the simulator is the sending facility_sending application of your system under test.  Once you have found the right patient, click on the magnifying glass you will get the permanent link to this patient; copy and paste it into the comment box of your pre-connectathon test instance. 

The test report is also available through a permanent link. Go to the "HL7 Messages" page and select the message related to the current step, you will be the link to the test report.

Before starting your test, please read the instructions at http://gazelle.ihe.net/content/pre-connectathon-tests/pam

Test definition for Patient Demographic Consumer actor

Test definition for Patient Demographic Supplier actor

Patient Demographic Consumer

You will use the PAM Simulator as a Patient Demographic Supplier. You may want to log onto the application to easily retrieve the patients you will create. You will have to switch among the pages available under the Patient Identification Management/Patient Demographic Supplier menus.

1. Patient creation

In this step, you are expected to send to your simulator two new patients (ADT^A28^ADT_A05 messages). Go to Patient Identification Management/Patient Demographic Supplier/Create new Patient. 

  1. Select your system under test in the drop-down menu.
  2. Select "generate a patient" option. 
  3. Within the "Patient Generation with DDS" panel, set the creation criteria of your choice and click the "Generate patient"  button. If you need your patient to have a specific identifier, then click on the "Modify patient data"  button and go to the Patient's identifiers tab and update the identifiers in a way your system under test will accept the patient.
  4. Finally, hit the "Send ADT^A28^ADT_A05" button. 
  5. Make sure the simulator receives an ackwnoledgment from your system and that the patient is properly registered in your system.
  6. Take a screenshot of your application or your database as a proof of the good registration of the patient. Retrieve the permanent link to the test report and to the patient and copy them in Gazelle Test Management with a comment "Patient creation". This patient will be called Patient1 further.
  7. Hit the "Create another patient"  button and redo steps 2 to 5. The aim of this second run is to create another patient who will be used later for merge or link. You only need to enter into Gazelle Test Management the permanent link to this new patient. This patient will be called Patient2 further.

2. Update patient information

In this step, you are expected to update the first name of Patient1 and send the notification to your system under test. Go to Patient Identification Management/Patient Demographic Supplier/ Update patient information.

  1. Select your system under test in the drop-down menu.
  2. Retrieve patient1 and hit the "update" button in order to edit his/her demographics. Update the first name of this patient and click on the "Send ADT^A31^ADT_A05"  button. 
  3. Make sure the simulator receives and acknowledgment from your system and that the patient is properly updated in your system.
  4. Take a screenshot of your application or your database as a proof of the good update of the patient. Retrieve the permanent link to the test report and to the patient and copy them in Gazelle Test Management with a comment "Update patient information".

3. Change patient's identifier list

In this step, you are expected to change one of the identifiers of Patient1. Go to Patient Identification Management/Patient Demographic Suppliser/Change patient identifier list.

  1. Select your system under test in the drop-down menu
  2. Retrieve the patient you have just edited and hit the "update patient identifier list" button.
  3. Change one of the identifiers of the patient, for example replace "DDS" by "NW" in the ID part of the identifier (DDS-1234 becomes NW-1234). Click on the "Send ADT^A47^ADT_A30" button.
  4. Make sure the simulator receives and acknowledgment from your system and that the patient identifier is properly updated in your system.
  5. Take a screenshot of your application or your database as a proof of the good update of the patient. Retrieve the permanent link to the test report and to the patient and copy them in Gazelle Test Management with a comment "Update patient information".

4. Merge patients (if option supported by your SUT)

In this step, you will reuse Patient1 and Patient2 and merge them. Go to Patient Identification Management/Patient Demographic Supplier/Merge patients.

  1. Select your system under test in the drop-down menu.
  2. Retrieve the two patients to merge. 
  3. Drag and drop Patient2 to the first box (Patient with incorrect identifier)
  4. Drag and drop Patient1 to the second box (Target patient) and hit the "Send ADT^A40^ADT_A39"  button.
  5. Make sure the simulator receives and acknowledgment from your system and that the patients are properly merged within your system (Patient1 must remain).
  6. Take a screenshot of your application or your database as a proof of the good merging of the patients. Retrieve the permanent link to the test report and to Patient2 and copy them in Gazelle Test Management with a comment "Update patient information".

5. Link patients (if option supported by your SUT)

In this step, you will reuse Patient1 and Patient2 and merge them. If your SUT supports both merge and link options and if you have already performed step4; please create a third patient to replace Patient2 in this test. Go to Patient Identification Management/Patient Demographic Supplier/Link Unlink patients.

  1. Select your system under test in the drop-down menu.
  2. Retrieve the patients to link.
  3. Drag and drop Patient1 to the first box (Patient One)
  4. Drag and drop Patient2 to the second bow (Patient Two) and hit the "Send ADT^A24^ADT_A24" button.
  5. Make sure the simulator receives and acknowledgment from your system and that the patients are properly linked within your system.
  6. Take a screenshot of your application or your database as a proof of the good merging of the patients. Retrieve the permanent link to the test report and to Patient2 and copy them in Gazelle Test Management with a comment "Update patient information".

 

Patient Demographic Supplier

You will use the PAM Simulator as a Patient Demographic Consumer. The creator of the patients you will send to the simulator will be set up from the sending facility and application values contained in the received HL7 messages. The configuration of this part of the simulator is available under Patient Identification Management/Patient Demographic Consumer/Configuration and messages.

1. Patient creation

  1. Within your system, create two patients. If you are not inspired, you can use the Demographic Data Server application to get demographic data for those patients. First name of the second patient (named Patient2 further, other one will be named Patient1) shall be "Wrong". Note that the simulator accepts patient identifiers from any assigning authority.
  2. Send a ADT^A28^ADT_A05 message to the simulator for each of the patients.
  3. In the simulator, hit the "Refresh List" button, you may see the messages you have sent to the simulator. Open those messages and copy and paste the permanent link to test report into Gazelle Test Management.
  4. Go to the "All patients" page and retrieve the patients you have sent to the simulator. Copy and paste their permanent links into Gazelle Test Management.

2. Update patient information

  1. Within your system, change the first name of Patient1 to "Updated".
  2. Send a ADT^A31^ADT_A05 message to the simulator to notify the update of Patient1.
  3. In the simulator, hit the "Refresh List" button, you may see the message you have sent to the simulator. Open the message and copy and paste the permanent link to test report into Gazelle Test Management.
  4. Go to the "All patients" page and retrieve the patient you have updated. Copy and paste its permanent link into Gazelle Test Management.

3. Change patient's identifier list

  1. Within your system, update the identifier of Patient1 by prefixing the ID by NW.
  2. Send a ADT^A47^ADT_A30 message to the simulator to notify the update of Patient1.
  3. In the simulator, hit the "Refresh List" button, you may see the message you have sent to the simulator. Open the message and copy and paste the permanent link to test report into Gazelle Test Management.
  4. Go to the "All patients" page and retrieve the patient you have updated. Copy and paste its permanent link into Gazelle Test Management.

4. Merge patients (if option supported by your SUT)

  1. Within your system, merge Patient1 and Patient2 in a way that Patient1 remains.
  2. Send a ADT^A40^ADT_A39 message to the simulator to notify the merging of those patients.
  3. In the simulator, hit the "Refresh List" button, you may see the message you have sent to the simulator. Open the message and copy and paste the permanent link to test report into Gazelle Test Management.
  4. Go to "All patients" page and retrieve Patient2. Copy and paste its permanent link into Gazelle Test Management.

5. Link patients (if option supported by your SUT)

  1. Within your system, link Patient with Patient2.
  2. Send a ADT^A24^ADT_A24 message to the simulator to notify the linking of this patients.
  3. In the simulator, hit the "Refresh List" button, you may see the message you have sent to the simulator. Open the message and copy and paste the permanent link to test report into Gazelle Test Management.
  4. Go to "Patient Identification Management/Patient Demographic Consumer/Received Patient links and check that the link has been properly created.