Transactions

The Transactions screen is an audit log of the data exchanges your organization participates in across connected networks. 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. The networks available depend on where your organization operates; in the United States, these may include Carequality, CommonWell, eHealth Exchange, and the Health Gorilla QHIN.

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 organization to locate a matching patient record, distinct from the Master Patient Index screen.

A single request often produces several transactions: a patient search, followed by one or more document searches and document retrievals across the networks queried.

Initiating and Responding Organizations

Each transaction records the organizations involved:

• 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 values are Treatment, Individual Access Services, Government Benefits Determination, Health Care Operations, Payment, and Public Health. Which values appear depends on the exchange purposes configured for your organization, so not all six occur in every transaction list.

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.