Transactions

The Transactions screen in the Network Admin portal is an audit log of the data exchanges your organization takes part in across the networks it's connected to, such as Carequality, CommonWell, and eHealth Exchange. Each entry records the exchange type, the organizations involved, the purpose of use, the outcome, and timing. Access is scoped to your organization, and the screen shows only your organization's transactions.

Access and Navigation

The Transactions screen is available through the Network Admin solution.

Access requires:

• Network Admin solution enabled for your organization
• Network Admin permissions for the tenant being audited

If the required license or permissions are not present, the screen does not appear in the navigation menu.

Accessing the Screen

In Network Admin, on the left, select Transactions.

Transaction Types

Each transaction is one of four types:

• ADT: Admission, discharge, and transfer notifications.
• Document search: A query for a patient's available documents.
• Document retrieval: Retrieval of document content.
• Patient search: A query sent to an external network participant to locate a matching patient record, distinct from the Master Patient Index screen.

A single request can generate more than one transaction: a patient search, followed by one or more document searches and document retrievals across the networks queried.

Initiating and Responding Organizations

Each transaction records two organizations:

• Initiating organization: The organization that started the exchange by sending the query or retrieval request.
• Responding organization: The organization that received the request and responded.

When your organization receives a request from an outside organization, your organization is the responding organization; when your organization sends the request, it is the initiating organization. Both appear in the transaction list and the transaction detail. When no responding organization applies, the column is blank: ADT transactions, for example, are one-way notifications with only a sending facility, so they have no responding organization.

Filtering

You can narrow the transaction list by transaction type, status, patient, date range, and purpose of use:

• Purpose of use: Treatment, Individual Access Service (IAS), Government Benefits Determination, Health Care Operations, Payment, or Public Health. Selecting a purpose of use narrows the list to matching exchanges, and each transaction shows the purpose of use that applied.

Transaction Details

Select a transaction to open its detail view, which shows the direction, the exchange type, the organizations involved, the timing, and the event metadata recorded for that exchange.