Phase 1: New Facility Steps to Engage

A CDC job aid to support site administrators


During the engage phase of BioSense Platform onboarding, sites will manage the list of onboarding facilities, placing highest priority on emergency departments and urgent care facilities. This guide outlines this phase of the process.

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Activities to complete before connecting

This content is part of a series of online job aids related to onboarding. These resources are meant to be used together along with New Facility Onboarding —The Complete Guide.

Download this job aid: Phase 1—New Facility Steps to Engage

This guide takes site administrators through the activities that must be completed by the site and feed administrator before connecting to the BioSense Platform. During the engage phase, sites will manage the list of onboarding facilities, placing highest priority on emergency departments and urgent care facilities. Sometimes the site administrator will oversee feed administrator tasks.

Graphic showing onboarding phases
During the engage phase, sites place the highest priority on emergency departments and urgent care facilities.
STEP 1: Identify feed administrator (primary contact) for setting up facility connection. STEP 1: Work with the site administrator to prepare for facility onboarding.
STEP 2: Engage with facility for onboarding. STEP 2: Establish service-level agreements, as needed.
STEP 3: Establish service-level agreements with facilities, as needed. Examples include Facility BOPA and DUA. Site and facility BOPAs can be found in the Onboarding Guide. STEP 3: Submit at least two test messages of each HL7® message type to the NIST validation tool. At a minimum, validate the following message types and confirm successful results.

Message types:
▪ A01—Admit/Visit
▪ A03—Discharge/End Visit
▪ A04—Registration
▪ A08—Update Patient Information
Message formatting details can be
found in the PHIN Messaging Guide 2.0.

STEP 4: Review deadlines associated with grant, cooperative agreement, or other funding mechanism (if applicable). STEP 4: Submit successful results to site administrator.
STEP 5: Review Planning: Site Support Model (Job Aid) to confirm support level needed during onboarding. STEP 5: Review NIST HL7® validation results with site administrator
STEP 6: Update the site Master Facility Table (MFT). Set the status of the facility being onboarded to Onboarding. To add a new facility, see the Master Facility Table Quick Start Guide.
STEP 7: Work with feed administrator to review NIST HL7® validation results for each facility that will be onboarded.
STEP 8: To prepare for facility connection to the BioSense Platform, ask your feed administrator if HL7® data integration tools such as Rhapsody and Mirth are available. Both have SFTP capabilities and can be configured for data uploads.


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