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HealthShare Unified Care Record Implementation and Customization Specialist - Beta

HealthShare, HealthShare Unified Care Record, Beta

The HealthShare Unified Care Record Implementation and Customization Specialist exam is designed to validate core skills for technical specialists responsible for responsible for implementing, extending, customizing, securing, and supporting HealthShare Unified Care Record.

This exam is currently in beta and is offered free of charge during the beta testing period.

Following the conclusion of beta testing, InterSystems Certification will conduct a statistical analysis of exam results to establish the passing score. Once the passing score has been determined, you will receive an email from InterSystems Certification notifying you of your results. If your exam score meets or exceeds the established passing score, you will earn the certification.

The certification will be valid for five years from the date of your results notification.

Beta testing ends on December 1, 2026.

Purchase Certification Exam

Exam Details

Target Exam Role

An IT professional who does all of the following:

  • implements and configures Unified Care Record functionality, including consent policies, clinical message delivery, IHE, and data feeds
  • extends and customizes Unified Care Record using supported methods
  • configures authentication, user roles, and Registry entries
  • maintains and troubleshoots Unified Care Record environments

Recommended Practical Experience

  • At least 6 - 12 months of experience implementing, customizing, and supporting the operational health of HealthShare Unified Care Record instances
  • Experience with configuring and troubleshooting HL7 productions in InterSystems products
  • Basic familiarity with ObjectScript for implementing SDA extensions and authentication customizations

Recommended Preparation

Exam Parameters

Number of questions: 63
Exam time limit: 2 hours
Language Offered: English
Exam Format: Multiple choice and multiple response
Access to HealthShare Documentation is provided during the exam.

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. All questions are based on version 2025.2+.

Topic/Knowledge

Section/Skills

Abilities

T1

Implements Unified Care Record

T1.1

Implements consent policy decisions

  1. Configures consent policies – system, facility, and patient
  2. Configures consent groups
  3. Assigns users to consent groups
  4. Configures clinical information qualifiers, types, and rules
  5. Configures consent options
  6. Configures 'break the glass' consent override settings

T1.2

Implements clinical message delivery

  1. Enables/disables clinical message delivery
  2. Creates delivery filters, options, relationships and transformations
  3. Enrolls clinicians
  4. Creates custom documents with patient data

T1.3

Implements IHE

  1. Enables and configures IHE production components
  2. Tests IHE connections with the IHE test utility
  3. Transforms CDA data to support IHE
  4. Uses the Bus production to perform IHE functions

T1.4

Prepares to onboard data and configures data feeds

  1. Sets up Edge Gateways to receive data from specified sources/facilities
  2. Identifies transformations that are available out of the box
  3. Analyzes data received from sources to configure mappings
  4. Plans customizations needed based on samples of incoming data formats
  5. Configures object identifiers (OIDs) to ensure data consistency
  6. Manages Service Registry entries for data integration
  7. Implements prebuilt adapters and custom business components for messaging

T2

Extends and Customizes Unified Care Record

T2.1

Handles and transforms healthcare data formats

  1. Adds message routers and creates routing rules to handle HL7, X12, and CDA formats
  2. Creates data transformations to handle HL7 and X12 formats (e.g., transforming HL7 v2.3 messages to v2.5.1)
  3. Customizes HL7 to SDA transformations using the supported code callback methods
  4. Transforms CDA documents to SDA and FHIR

T2.2

Extends SDA for custom data elements

  1. Uses HealthShare customization coding best practices
  2. Extends existing SDA objects via extension classes
  3. Creates custom SDA containers and streamlets
  4. Customizes matching logic

T2.3

Customizes terminology

  1. Identifies terminology use cases
  2. Describes the different options available for transforming terminology
  3. Loads and modifies code sets
  4. Adds default code set for incoming data
  5. Creates and applies code system profiles
  6. Creates/Loads a terminology translation map when configuring code mappings

T3

Secures and Administers Unified Care Record

T3.1

Sets up authentication domains for external identity providers

  1. Implements federated authentication
  2. Implements custom authentication callbacks when configuring LDAP and Active Directory integration
  3. Implements LDAP and Active Directory integration through custom code (e.g., user profile mapping, role and consent group assignment)
  4. Manages OAuth and SAML authentication when implementing Single Sign-On (SSO) solutions
  5. Identifies the purpose of the ZAUTHENTICATE routine and modifies custom callbacks as needed

T3.2

Authorizes users and roles

  1. Maps external authentication systems to HealthShare roles
  2. Manages HealthShare role assignments to enforce appropriate user privileges
  3. Creates custom roles and privileges to implement specific permissions

T3.3

Manages and uses registries

  1. Views and adds entries to the Facility Registry
  2. Views and adds entries to the Assigning Authority Registry
  3. Manages cohorts in the Cohort Registry
  4. Views and adds entries to the Service Registry
  5. Views and adds entries to the Configuration Registry

T4

Supports Unified Care Record

T4.1

Traces patient data flow through Edge Gateway and Registry productions

  1. Identifies key components in Edge Gateway data flows
  2. Identifies key components in the Registry data flow
  3. Uses Visual Trace for troubleshooting Edge Gateway data flows
  4. Uses Visual Trace for troubleshooting the Registry data flow
  5. Analyzes data flow in Edge Gateways to determine needed customizations
  6. Analyzes data flow in the Registry to determine needed customizations
  7. Traces message flow from inbound HL7 feed to SDA storage in streamlets in Edge Gateways
  8. Investigates causes of missing patient data in Edge Gateways
  9. Verifies data ingestion and aggregation

T4.2

Uses built-in tools for managing, monitoring, and troubleshooting productions

  1. Optimizes message storage and retention
  2. Manages data volume and system integrity (e.g., ^%GSIZE, journal profiles, integrity checks)
  3. Troubleshoots production performance issues (e.g., OpenMetrics APIs, ^SystemPerformance reports)
  4. Interprets Event Log entries
  5. Interprets alert messages
  6. Uses the Business Rule Log