Phase 1 (of 4): Pre-onboarding Preparation


STEP 1: Prepare internal resources.

  • Identify your team:
    • project lead/champion,
    • lead for integrated surveillance system,
    • person responsible for gap analysis,
    • person responsible for creating electronic messages,
    • person responsible for configuring message transport, and
    • person responsible for data administration of surveillance system for conditions covered by selected MMG.
  • Gather technical documentation, such as case investigation forms, electronic laboratory reporting message examples, data extracts, and technical architecture diagrams and workflows.

STEP 2: Obtain CDC Secure Access Management Services (SAMS) Level 2 access for all users who will need access to the MVPS Dashboard.

STEP 3: Request MVPS Dashboard access by emailing and assign a Jurisdiction Data Manager in the Dashboard.

STEP 4: Request technical assistance if needed.

STEP 5: Complete gap analysis and mapping to the HL7 message while documenting this information in the

STEP 6: Create test messages associated with the test case scenario worksheet, indicating differences from the CDC example values in the worksheet.

STEP 7: Validate test messages in the CDC Message Evaluation and Testing Service (METS) and confirm that they have passed with no errors and limited warnings.

STEP 8: Set up and test transport.

  • MVPS uses the PHIN Messaging System (PHINMS) to receive HL7 case notification messages at CDC. View specific PHINMS configuration and setup steps online at the PHINMS website.
  • If you are unable to use PHINMS, contact to discuss transport issues and determine a solution.
Page last reviewed: September 24, 2021