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HealthShare Patient Index Technical Specialist

HealthShare Patient Index, HealthShare implementation, HealthShare support

The HealthShare Patient Index Technical Specialist exam is designed to validate core skills for technical professionals who implement, train, and support all aspects of HealthShare Patient Index.

Purchase Certification Exam

Exam Details

Target Exam Role

HealthShare Patient Index Technical Specialist
An IT implementation professional who has 6-12 months experience with installing, configuring and supporting the HealthShare Patient Index product to provide either a standalone system or as a master patient index for the HealthShare Unified Care Record. The Technical Specialist also has domain expertise in the use of master patient index operations to enable the identification of problems in data and the training of users.

Recommended Preparation

Recommended Practical Experience

  • 6-12 months working in HealthShare Patient Index implementation, version 2018.1 or higher, completing at least one project.
  • Knowledge of Patient Index standalone installation and operation is recommended but not required

Exam Parameters

Number of questions: 79

Exam time limit: 2 hours

Passing score: 73%

Language offered: English

Exam Topics and Content

The exam contains question items that cover the areas for the stated role as shown in the KSA (Knowledge, Skills, Abilities) chart immediately below. The question items are presented in two formats: multiple choice and multiple response.

Installs and configures HealthShare Patient Index
Installs HealthShare Patient Index software, creates and configures Patient Index production
Installs HealthShare Patient Index software; Uses Installer Wizard or script to create Patient Index Production; Installs custom Patient Index classes; Completes post-activation setup; Creates environments to support development and production Patient Index systems; Enables and configures Data Quality Tool; Creates a dedicated tuning system for testing incoming data from new site; Implements security protocols to protect patient data; Loads demographic data from each data source; Creates user accounts; Defines custom system settings;
Updates Linkage Definition and data feeds
Collects information on demographic data available from site; Appraises information on organization’s demographic data; Selects normalization approach for problem data; Modifies parameter values and system settings in Definition Designer; Reviews and revises threshold values; Evaluates effectiveness of changes on tuning process; Recommends corrective action for data quality issues; Recommends Composite Record trust tiers and aging factors; Recommends changes to rules;
Plans and executes data load from source systems
Selects initial data loading approach; Configures and tests initial data loading mechanism; Configures ongoing data loading process;
Manages Linkage Builds in development and test systems
Selects Linkage Rebuild process; Executes linkage build; Reviews status of builds;
Prepares Patient Index system for go-live
Uses configuration check utility to validate production system configuration before go-live; Updates security settings before go-live;
Analyzes customer data
Analyzes Patient Demographic Data to identify problem data
Identifies data quality issues that will cause linkage problems; Discovers data problems using Data Quality tool; Analyzes data using SQL queries; Analyzes pairs using Worklist; Reports data quality issues identified through analysis of site data;
Specifies data correction protocols
Determines best approach to resolve data quality issues; Designs modifications to system components to handle data quality issues;
Trains users on Patient Index functionality and risk management
Explains patient safety implications for mis-identified patients
Identifies impact of errors in MPI on patients, clinicians, organizations; Demonstrates display implications for linkage conflict categories using Unified Care Record Patient Search; Describes worklist categories that present the greatest patient risk;
Explains fundamental Patient Index concepts
Explains Categories and their impact on the display of patient clinical data; Explains probabilistic versus deterministic matching; Explains deterministic identifiers; Explains the use of normalization and agreement; Explains the use of rules to fine-tune the matching processes; Describes built-in rules; Explains agreement/disagreement weights and their evaluation against thresholds;
Explains system settings impact on Worklist display and use
Reviews organizational patient identification decisions reflected in system settings and their impact on system behavior with customer staff; Recommends documentation of organization problem resolution and problem escalation processes; Describes impact of organizational policies on linking;
Describes use of worklist filters and search options for record selection
Explains overlap/overlay difference; Explains Worklist categories; Explains the use of Worklist filters; Describes the fields in the Worklist results table; Demonstrates Worklist search capabilities; Examines record pairs near autolink threshold; Explains filtration scenarios that do not locate any record pairs;
Explains worklist actions
Demonstrates Worklist linking actions; Explains use of Custom Status and Assign to User; Demonstrates use of Whole Record Viewer to identify worklist records with more than one link or potential link; Explains that linkage conflict categories need careful research by an experienced staff member;
Explains use of Patient Index Patient Search menu option
Explains use case for Patient Index Patient Search menu option; Demonstrates Patient Index Patient Search;
Teaches use of Alternate Views
Explains alternate view use cases; Explains alternate view screen layouts and navigation; Demonstrates alternate view actions;
Supports Patient Index
Troubleshoots Patient Index issues
Resolves lack of data in Composite View; Identifies records impacted by medical record number re-use; Recommends actions to fix records impacted by medical record number re-use; Manages linkage Builds; Diagnoses complaints about system slowdowns;
Evaluates database pointers using Data Integrity Check Utility
Operates data integrity check utility; Assesses errors identified by data integrity check utility; Reports unresolved data integrity check utility issues;
Monitors data quality
Employs tools to perform ongoing quality management for incoming data;
Monitors and manages system size
Employs database tools to monitor and manage system growth; Examines HealthShare Usage Dashboards to monitor system activity; Manages Audit Log size;
Manages mirror instances
Manages failover instance updates that are not performed by the system; Evaluates mirroring status; Solves mirroring failover issues;