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Incoming Appointment Scheduling Interface …...Incoming Appointment Scheduling Interface Technical...
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Incoming Appointment
Scheduling Interface Technical
Specification
Last Updated: May 6, 2019
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Table of Contents
1 Message Specifications ............................................................................................................................. 4
1.1 SIU^S12 - Notification of New Appointment Booking and SRM^S01 - Request New Appointment Booking ...... 4
1.2 SIU^S13 - Notification of Appointment Rescheduling and SRM^S02 - Request Appointment Rescheduling ....... 4
1.3 SIU^S14 - Notification of Appointment Modification and SRM^S03 - Request Appointment Modification ......... 5
1.4 SIU^S15 - Notification of Appointment Cancellation and SRM^S04 - Request Appointment Cancellation ........... 5
1.5 SIU^S17 - Notification of Appointment Deletion and SRM^S06 - Request Appointment Deletion ......................... 5
1.6 SIU^S26 Notification that Patient Did Not Show Up for Scheduled Appointment ................................................... 5
1.7 Message Format for Event Types S12, S13, S14, S15, S17, and S26 ............................................................................... 5
1.8 Message Format for Event Types S01, S02, S03, S04, and S06 ....................................................................................... 7
2 Sample Messages ...................................................................................................................................... 9
2.1 S12 – New Appointment .................................................................................................................................................... 9
2.1.1 Format Example .................................................................................................................................................................................. 9
2.2 S01 – New Appointment .................................................................................................................................................... 9
2.2.1 Format Example .................................................................................................................................................................................. 9
2.3 S13 – Appointment Rescheduling ................................................................................................................................... 11
2.3.1 Format Example ................................................................................................................................................................................ 11
2.4 S02 – Appointment Rescheduling ................................................................................................................................... 11
2.4.1 Format Example ................................................................................................................................................................................ 11
2.5 S14 – Appointment Modification .................................................................................................................................... 12
2.5.1 Format Example ................................................................................................................................................................................ 12
2.6 S03 – Appointment Modification .................................................................................................................................... 13
2.6.1 Format Example ................................................................................................................................................................................ 13
2.7 S15 – Appointment Cancellation ..................................................................................................................................... 13
2.7.1 Format Example ................................................................................................................................................................................ 13
2.8 S04 – Appointment Cancellation ..................................................................................................................................... 14
2.8.1 Format Example ................................................................................................................................................................................ 14
2.9 S26 – Notification that Patient Did Not Show for Scheduled Appointment ............................................................. 15
2.9.1 Format Example ................................................................................................................................................................................ 15
3 Supported Segments and Fields ............................................................................................................ 16
3.1 MSH – Message Header ................................................................................................................................................... 16
3.2 MSA – Message Acknowledgment ................................................................................................................................. 17
3.3 SCH – Schedule Activity Information ............................................................................................................................ 18
3.4 ARQ – Appointment Request .......................................................................................................................................... 21
3.5 NTE – Notes and Comments Following SCH or ARQ ................................................................................................. 23
3.6 PID – Patient Identification .............................................................................................................................................. 24
3.7 PD1 – Patient Additional Demographics ....................................................................................................................... 30
3.8 ROL – Role ......................................................................................................................................................................... 32
3.9 PV1 – Patient Visit ............................................................................................................................................................. 33
3.10 PV2 – Patient Visit – Additional Information .............................................................................................................. 36
3.11 OBX – Observation .......................................................................................................................................................... 36
3.12 DG1 – Diagnosis .............................................................................................................................................................. 38
3.13 RGS – Resource Group ................................................................................................................................................... 39
3.14 AIS – Appointment Information – Service ................................................................................................................... 39
3.15 NTE – Notes and Comments Following AIS ............................................................................................................... 40
3.16 AIG – Appointment Information – General Resource ................................................................................................ 41
3.17 NTE – Notes and Comments Following AIG .............................................................................................................. 42
3.18 AIP – Appointment Information – Personnel Resource ............................................................................................. 42
3.19 NTE – Notes and Comments Following AIP ............................................................................................................... 44
3.20 ZPD - Patient Identification - Additional Patient Information .................................................................................. 44
3.21 ZPL - Additional Appointment Information ............................................................................................................... 46
3.22 ZTP – Patient Communication Preference ................................................................................................................... 46
Incoming Appointment Scheduling Interface Technical Specification 4
1Message Specifications
The interface receives scheduling information from external systems unsolicited informational messages in either an SIU or SRM
format.
This document can be shared with third parties to assist with interface implementation.
The interface is a subset of the full standard as defined in the published normative HL7 documentation coinciding with
the released software version. It may not support the entire HL7 specification, depending on functional needs.
1.1 SIU^S12 - Notification of New Appointment Booking and SRM^S01 -
Request New Appointment Booking Epic receives a message when a new appointment is booked in an external system. In addition to standard visit data, a visit number,
which was assigned by the external system, is sent to allow the Epic interface to uniquely identify the appointment. At this point a
new contact is created for that patient. A valid visit type is required for new appointments.
1.2 SIU^S13 - Notification of Appointment Rescheduling and SRM^S02 -
Request Appointment Rescheduling Epic receives a message when an appointment is rescheduled in an external system. The new start date and time, the appointment
duration, and other information are provided. Rescheduling an appointment involves changing the status of the old appointment to
Canceled and creating a new appointment.
Incoming Appointment Scheduling Interface Technical Specification 5
1.3 SIU^S14 - Notification of Appointment Modification and SRM^S03 -
Request Appointment Modification Epic receives a message when modifications are made to appointment status or appointment notes in an external system. The change
is made to the original appointment contact. If the appointment to update is not found, the interface can be set up to book a new
appointment based on the information in the message. The PID, PD1, PV1, and PV2 information can be updated based on the
customer's Epic configuration settings.
1.4 SIU^S15 - Notification of Appointment Cancellation and SRM^S04 -
Request Appointment Cancellation Epic receives a message when an appointment is canceled in an external system. The status of the appointment changes to Canceled.
1.5 SIU^S17 - Notification of Appointment Deletion and SRM^S06 - Request
Appointment Deletion Epic receives a message when an appointment is deleted in an external system. The status of the appointment changes to Canceled.
1.6 SIU^S26 Notification that Patient Did Not Show Up for Scheduled
Appointment Epic receives a message when a scheduled patient does not check in or leaves without being seen for an appointment. The
appointment contact is given a status of No Show.
1.7 Message Format for Event Types S12, S13, S14, S15, S17, and S26
SIU General Schedule Request Message Chapter
MSH Message Header 2
Incoming Appointment Scheduling Interface Technical Specification 6
SIU General Schedule Request Message Chapter
SCH Schedule Activity Information 10
[ { NTE } ] Notes and Comments 2
PID Patient Identification 3
[ PD1 ] Patient Additional Demographics 3
[ ROL ] Role 15
[ PV1 ] Patient Visit Information 3
[ PV2 ] Patient Visit – Additional Info 3
[ { OBX } ] Notes and Comments 7
[ { DG1 } ] Diagnosis 6
{ RGS 10
{ AIS Appointment Info. - Service 10
[ { NTE } ] Notes and Comments 2
}
[ { AIG Appt. Info. - General Resource 10
[ { NTE } ] Notes and Comments 2
}]
[ { AIP Appointment Info. - Personnel 10
[ { NTE } ] Notes and Comments 2
}]}
Incoming Appointment Scheduling Interface Technical Specification 7
1.8 Message Format for Event Types S01, S02, S03, S04, and S06
SRM General Schedule Request Message Chapter
MSH Message Header 2
ARQ Schedule Activity Information 10
[ { NTE } ] Notes and Comments 2
PID Patient Identification 3
[ PD1 ] Patient Additional Demographics 3
[ ROL ] Role 15
[ PV1 ] Patient Visit Information 3
[ { OBX } ] Notes and Comments 7
[ { DG1 } ] Diagnosis 6
{ RGS 10
{ AIS Appointment Info. - Service 10
[ { NTE } ] Notes and Comments 2
}
[ { AIG Appt. Info. - General Resource 10
[ { NTE } ] Notes and Comments 2
}]
[ { AIP Appointment Info. - Personnel 10
[ { NTE } ] Notes and Comments 2
}]}
Incoming Appointment Scheduling Interface Technical Specification 8
SRR General Schedule Request Message Chapter
MSH Message Header 2
MSA Message Acknowledgment 2
[ERR] Error Information 2
Epic's scheduling system requires a provider and a department in order to schedule a visit for a patient. Therefore, Epic currently
requires an RGS segment (which contains the department), and either one AIP segment or one AIG segment, but not both (because
the scheduled provider comes from either the AIP segment if the provider is a person, or the AIG segment if the provider is a
resource).
Incoming Appointment Scheduling Interface Technical Specification 9
2Sample Messages
2.1 S12 – New Appointment
2.1.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|RECEIVING|RECEIVING FAC|1997052711090000||SIU^S12|1055|P|2.3||
SCH|1|36996|||||||30|MIN|^^^199705271115||||||||||||||1^SCH
NTE|1||This is a Display Note.
PID|||556301^^^^MRN1||WILLIAMS^JACK^^^^||19720324|M|||123 MAIN ST^^PRIOR LAKE^MN^22334^||271-
9000||||||333-44-4433|||||||||||N
RGS|1||1^INTERNAL MEDICINE
AIS|1||001^OFFICE VISIT
NTE|1||These are patient instructions for visit type 001
NTE|2||Fast 24 hours before the appointment
AIG|1||399^RESOURCE^ONE^^^^|||||199705271130|15|MIN|15|MIN
NTE|1||Resource Specific Notes
AIP|1||400^FREDRICKS^TINA^^^^|||199705271115|0|MIN|15|MIN
NTE|1||Appointment notes pertaining to a provider
2.2 S01 – New Appointment
2.2.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|EPIC|EPIC|2005080710350000||SRM^S01|1919|P|2.3||
ARQ|1|119953350||||1^SCH|||60|MIN|200510141500||||||||593^RUCHALA^JOANNA^^^^|(60
8)238-5653|||
NTE|1||The patient has a stomach ache.
Incoming Appointment Scheduling Interface Technical Specification 10
NTE|2||The patient watches 12 hours of TV a day.
PID|||556345||SMITH^GEORGE^^^^|PALOMA^BONNY^J.^^^|19720124|M|BOWMAN^JEFFREY^^^
^~PALOMA^PICASSO^^^^|B|1255 MAIN St^ROOM 12^Whitefish Bay^WI^53217^^^|MILWAUKEE|
962-3222|258-9515|ENGLISH|M|METHODIST||323-44-4456|R240-4272-3576-09|||^^Orlando
^FL|||||||N
OBX|1|TX|||The patient gets 6 hours of sleep a night.
OBX|2|TX|||The patient takes aspirin for a heart problem.
DG1|1||002.0^TYPHOID FEVER^I9
RGS|1||1^INTERNAL MEDICINE
AIS|1||1^OFFICE VISIT
NTE|1||The patient should drink 8 glasses of water a day.
NTE|2||The patient should get 20 mins of exercise 3 times a week.
AIG|1||39^White^ROOM^^^|||||200510141500|0|MIN|15|MIN
NTE|1||ROOM White is a room with an MRI scan machine.
NTE|2||It can be used in half hour intervals.
AIG|2||41^ROOM^ELMO^^^|||||200510141515|0|MIN|15|MIN
NTE|1||The Elmo room is for kids.
NTE|2||The Elmo room is soft and fuzzy.
AIP|1||38^BARKER^BILL^^^|||200510141515|0|MIN|15|MIN
NTE|1||Dr. Barker speaks Latin and Greek.
NTE|2||Dr. Barker has been a doctor for 15 years
RGS|2||5^RADIOLOGY
AIS|1||1^OFFICE VISIT
AIG|1||43^XRAY^SEVEN^^^|||||200510141530|0|MIN|30|MIN
NTE|1||XRAY SEVEN cannot be booked for patients weighing over 200 pounds.
AIP|1||42^CRICKET,JOANNA^^^|||200510141545|0|MIN|15|MIN
NTE|1||Dr. Cricket has latex allergy.
Incoming Appointment Scheduling Interface Technical Specification 11
2.3 S13 – Appointment Rescheduling
2.3.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|RECEIVING|RECEIVING FAC|1997052711420000||SIU^S13|1056|P|2.3||
SCH|1|36996|||||||30|MIN|^^^199705271300||||||||||||||9^RESCH
NTE|1||This is a Display Note
PID|||556301^^MRN1||WILLIAMS^JACK^^^^||19720324|M|||123 MAIN ST^^PRIOR LAKE^MN^22334^||271-
9000||||||333-44-4433|||||||||||N
OBX|1|TX|PERM^PERMANENT PATIENT COMMENTS||THESE ARE PERMANENT COMMENTS
DG1|1||002.0^TYPHOID FEVER^I9
RGS|1||1^INTERNAL MEDICINE
AIS|1||001^OFFICE VISIT
NTE|1||These are 001 patient instructions.
NTE|2||Fast 24 hours before appointment.
AIG|1||399^RESOURCE^ONE^^^^|||||199705271315|15|MIN|15|MIN
NTE|1||Resource Specific Notes
AIP|1||400^FREDRICKS^TINA^^^^|||199705271300|0|MIN|15|MIN
NTE|1||Appointment notes pertaining to a provider
2.4 S02 – Appointment Rescheduling
2.4.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|CADD|RECEIVING FAC|2005072113110000||SRM^S02|1898|P|2.3||
ARQ|1|38950||||1^SCH|||30|MIN|200507211330||||589^LEE^STEVEN^^^^|(608)271-9000|5301 TOKAY
BLVD^ALTERNATE ADDR^MADISON^^53719^||589^LEE^STEVEN^^^^
NTE|1||SRM TEST RESCH
Incoming Appointment Scheduling Interface Technical Specification 12
PID|||556345||SMITH^GEORGE^^^^||19720124|M|||123 MAIN ST, ROOM 12^^PRIOR LAKE^MN^22334^||271-
9001|271-9000|||||333-44-4456||||
OBX|1|TX|||THESE ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1|001^OFFICE VISIT
NTE|1||These are patient instructions
AIG|1||399^ROOM^ONE^^^^|||||200507211345|15|MIN|15|MIN
NTE|1||Resource
AIP|1||400^BROOM^TINA^^^^|||200507211330|0|MIN|15|MIN
2.5 S14 – Appointment Modification
2.5.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|RECEIVING|RECEIVING FAC|1997052711490000||SIU^S14|1058|P|2.3||
SCH|1|37005|||||||30|MIN|^^^199705271300||||||||||||||6^ARRIVED
NTE|1||This is a Display Note
PID|||556301^^MRN1||WILLIAMS^JACK^^^^||19720324|M|||123 MAIN ST^^PRIOR LAKE^MN^22334^||271-
9000||||||333-44-4433|||||||||||N
OBX|1|TX|PERM^PERMANENT PATIENT COMMENTS||THESE ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1||001^OFFICE VISIT
NTE|1||These are patient instructions for visit type 001
NTE|2||Fast 24 hours before appointment
AIG|1||399^RESOURCE^ONE^^^^|||||199705271315|15|MIN|15|MIN
NTE|1||Resource Specific Notes
AIP|1||400^FREDRICKS^TINA^^^^|||199705271300|0|MIN|15|MIN
NTE|1||Appointment notes pertaining to a provider
Incoming Appointment Scheduling Interface Technical Specification 13
2.6 S03 – Appointment Modification
2.6.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|CADD|RECEIVING FAC|2005072113200000||SRM^S03|1899|P|2.3||
ARQ|1|38954||||6^ARRIVED|||30|MIN|200507211330||||589^LEE^STEVEN^^^^|(608)271-9000|5301 TOKAY
BLVD^ALTERNATE ADDR^MADISON^^53719^||589^LEE^STEVEN^^^^
NTE|1||SRM TEST RESCH
PID|||556345||SMITH^GEORGE^^^^||19720124|M|||123 MAIN ST, ROOM 12^^PRIOR LAKE^MN^22334^||271-
9001|271-9000|||||333-44-4456||||
OBX|1|TX|||THESE ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1|001^OFFICE VISIT
NTE|1||These are patient instructions
AIG|1||399^ROOM^ONE^^^^|||||200507211345|15|MIN|15|MIN
NTE|1||Resource
AIP|1||400^BROOM^TINA^^^^|||200507211330|0|MIN|15|MIN
RGS|2||10^OPTHAMOLOGY
AIS|1|001^OFFICE VISIT
AIG|1|402^RESOURCE^TWO^^^^|||||200507211345|0|MIN|15|MIN
AIP|1||405^RUCHALA^JOANNA^^^^|||200597211330|0|MIN|15|MIN
2.7 S15 – Appointment Cancellation
2.7.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|RECEIVING|RECEIVING FAC|1997052711560000||SIU^S15|1060|P|2.3||
SCH|1|37006|||||||30|MIN|^^^199705271400||||||||||||||3^CAN
NTE|1||This is a Display Note
Incoming Appointment Scheduling Interface Technical Specification 14
PID|||556301^^MRN1||WILLIAMS^JACK^^^^||19720324|M|||123 MAIN ST^^PRIOR LAKE^MN^22334^||271-
9000||||||333-44-4433|||||||||||N
OBX|1|TX|PERM^PERMANENT PATIENT COMMENTS (PROFILE)||THESE
ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1||001^OFFICE VISIT
NTE|1||These are patient instructions for visit type 001
NTE|2||Fast 24 hours before the appointment
AIG|1||399^RESOURCE^ONE^^^^|||||199705271415|15|MIN|15|MIN
NTE|1||Resource Specific Notes
AIP|1||400^FREDRICKS^TINA^^^^|||199705271400|0|MIN|15|MIN
NTE|1||Appointment notes pertaining to a provider
2.8 S04 – Appointment Cancellation
2.8.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|CADD|RECEIVING FAC|2005072114480000||SRM^S04|1906|P|2.3||
ARQ|1|38959||||1^PT|||15|MIN|200507211400||||589^LEE^STEVEN^^^^|(608)271-9000|5301 TOKAY
BLVD^ALTERNATE ADDR^MADISON^^53719^||589^LEE^STEVEN^^^^
NTE|1||test appointment
PID|||556345||SMITH^GEORGE^^^^||19720124|M|||123 MAIN ST, ROOM 12^^PRIOR LAKE^MN^22334^||271-
9001|271-9000|||||333-44-4456||||
OBX|1|TX|||THESE ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1|001^OFFICE VISIT
NTE|1||These are patient instructions
AIP|1||400^BROOM^TINA^^^^|||200507211400|0|MIN|15|MIN
Incoming Appointment Scheduling Interface Technical Specification 15
2.9 S26 – Notification that Patient Did Not Show for Scheduled Appointment
2.9.1 Format Example MSH|^~\&|SENDING APP|SENDING FAC|RECEIVING|RECEIVING FAC|1997061109560000||SIU^S26|1462|P|2.3||
SCH|1|37006|||||||30|MIN|^^^199706111000||||||||||||||4^NO SHOW
NTE|1||This is a Display Note
PID|||556301^^MRN1||WILLIAMS^JACK^^^^||19720324|M|||123 MAIN ST^^PRIOR LAKE^MN^22334^||271-
9000||||||333-44-4433|||||||||||N
OBX|1|TX|PERM^PERMANENT PATIENT COMMENTS||THESE ARE PERMANENT COMMENTS
RGS|1||1^INTERNAL MEDICINE
AIS|1||001^OFFICE VISIT
NTE|1||These are patient instructions for visit type 001
NTE|2||Fast 24 hours before the appointment
AIG|1||399^RESOURCE^ONE^^^^|||||199705271415|15|MIN|15|MIN
NTE|1||Resource Specific Notes
AIP|1||400^FREDRICKS^TINA^^^^|||199705271400|0|MIN|15|MIN
NTE|1|| Appointment notes pertaining to a provider
Incoming Appointment Scheduling Interface Technical Specification 16
3Supported Segments and Fields
Shaded fields in the table are not used by this interface.
3.1 MSH – Message Header
Element Name Type Usage Notes
1-Field Separator ST R Value is typically: |
2-Encoding Characters ST R Value is typically: ^~\&
3-Sending Application HD O Free text
4-Sending Facility HD O Free text, configurable
5-Receiving Application HD O Free text
6-Receiving Facility HD O Free text
7-Date/Time of Message DTM O
8-Security ST O
9-Message Type CM R Format: <Message type>^<Trigger event>
10-Message Control ID ST R Value returned in Acknowledgment message (MSA).
11-Processing ID PT R Values:
D – Debugging
P – Production
T – Training
12-Version ID ID R HL7 version number, e.g., 2.3
13-Sequence Number NM O Optional field used in sequence number protocol; Epic's default is not
Incoming Appointment Scheduling Interface Technical Specification 17
Element Name Type Usage Notes
to use sequence number protocol.
14-Continuation Pointer ST O In conjunction with the HL7 DSC segment, this field is used to define
continuations of messages. It allows large messages to be broken into
multiple smaller messages, which is necessary under certain
implementation limitations.
Consult HL7 chapter 2 and your Epic EDI representative for more
information.
15-Accept Acknowledgment Type ID O This field identifies the conditions under which Accept
Acknowledgments are required to be returned in response to this
message. Required for enhanced acknowledgment mode. If null,
acknowledgments are sent in original acknowledgment mode.
Values:
AL – Always
ER – Error/reject conditions only
NE – Never
SU – Successful completion only
16-Application Acknowledgment type ID O
17-Country Code ID O
18-Character Set ID O
19-Principal Language of Message CWE O
3.2 MSA – Message Acknowledgment
Element Name Type Usage Notes
Incoming Appointment Scheduling Interface Technical Specification 18
Element Name Type Usage Notes
1-Acknowledgment Code ID R Indicates successful/not successful processing of message
Original Mode Values:
AA – Application Accept
AE – Application Error
AR – Application Reject
Enhanced Mode Values:
CA – Commit Accept
CE – Commit Error
CR – Commit Reject
2-Message Control ID ST R
3-Text Message ST O Optional field that can contain an error message
4-Expected Sequence Number NM O Optional field used in sequence number protocol; Epic's default is not
to use sequence number protocol.
5-Delayed Acknowledgment Type ID O
6-Error Condition CWE O
3.3 SCH – Schedule Activity Information
Element Name Type Usage Notes
1-Placer Appointment ID EI O Visit number assigned by the scheduling system for each new
appointment.
Note: For rescheduled appointments send the visit number of the
original appointment
Incoming Appointment Scheduling Interface Technical Specification 19
Element Name Type Usage Notes
2-Filler Appointment ID O Visit number assigned by the receiving system for each new
appointment.
Note: For rescheduled appointments send the visit number of the
original appointment
3-Occurrence Number NM O
4-Placer Group Number O This data type becomes EIP in HL7 versions 2.8 and above.
5-Schedule ID CWE O
6-Event Reason CWE O For an S15 event, send the reason for cancellation. This field may be
required if the customer's Epic configuration settings indicate. Mapped
using a translation table
Format: <ID>^<Text>
7-Appointment Reason CWE O The customer's Epic configuration settings determine whether this
field or field AIS-3 is used to specify the visit type.
<ID>^<Text>^<ID Type>
8-Appointment Type CWE O
9-Appointment Duration NM R Appointment length
Note: This field is required.
10-Appointment Duration Units CNE O Appointment length units. If a value is not received in this field, then
the value from a profile variable will be used.
Format: "S" or "MIN"
11-Appointment Timing Quantity TQ R Appointment date and appointment time. If an appointment start time
is not in an increment of 5 minutes, it will be rounded up or down
depending on the value of the customer's Epic configuration settings.
Format: ^^^CCYYMMDDHHMM
Incoming Appointment Scheduling Interface Technical Specification 20
Element Name Type Usage Notes
12-Placer Contact Person XCN O
13-Placer Contact Phone Number XTN O
14-Placer Contact Address XAD O
15-Placer Contact Location PL O
16-Filler Contact Person XCN O
17-Filler Contact Phone Number XTN O
18-Filler Contact Address XAD O
19-Filler Contact Location PL O
20-Entered By Person XCN R Format: <ID>
Note: If a value is not received a default is used for audit purposes.
21-Entered By Phone Number XTN O
22-Entered By Location PL O
23-Parent Placer Appointment ID EI O
24-Parent Filler Appointment ID EI O
25-Filler Status Code CWE O Appointment status
Format: <ID>^<Text>
The value received in this field will be translated using a translation
table. If an appointment status is not received in this field or if an
invalid status is received, then the interface will do the following:
For S12 and S13 events, the status of the appointment will be
Scheduled.
For S14 events, the status will not be updated.
Incoming Appointment Scheduling Interface Technical Specification 21
Element Name Type Usage Notes
For S15 events, the status will be Canceled.
For S26 events, the interface the status will be No Show.
For S26 events, the interface will only accept appointment statuses of
No Show and Left Without Being Seen.
26-Placer Order Number O Epic order number
27-Filler Order Number O The ID of an order in an external system.
Format: <External Order ID>^<Application ID (optional)>
3.4 ARQ – Appointment Request This required segment defines a request for the booking of an appointment.
Element Name Type Usage Notes
1-Placer Appointment ID EI O Visit number assigned by the scheduling system for each new
appointment.
Note: For rescheduled appointments, the visit number of the original
appointment will be sent.
2-Filler Appointment ID EI O Visit number assigned by receiving system for each new appointment.
Note: For rescheduled appointments, the visit number of the original
appointment is expected if using S02 events.
Format: ID
3-Occurrence Number NM O
4-Placer Group Number EI O
5-Schedule ID CWE O
Incoming Appointment Scheduling Interface Technical Specification 22
Element Name Type Usage Notes
6-Request Event Reason CWE O For S04 events, send the reason for cancellation. For all other events,
send the appointment status.
Format: <ID>^<Text>
Note: If an appointment status is not received in this field or if an
invalid status is received, then the interface will do the following:
For S01 and S02 events, the status of the appointment will be
Scheduled.
For S03 events, the status will not be updated.
For S04 events, the status will be Canceled.
For S04 events, you are required to send the reason for cancellation in
this field.
7-Appointment Reason CWE O The customer's Epic configuration settings determine whether this
field or field AIS-3 is used to specify the visit type.
<ID>^<Text>^<ID Type>
8-Appointment Type CWE O
9-Appointment Duration NM R Appointment length
10-Appointment Duration Units CNE O Appointment length unit If a value is not received in this field, then the
default unit used is "S."
Format: "S" or "MIN"
11-Requested Start Date/Time Range DR R Appointment date and appointment time
Format: CCYYMMDDHHMM
If an appointment start time is not an increment of 5 minutes, it will be
rounded up or down depending on the customer's Epic configuration
settings.
12-Priority ST O
Incoming Appointment Scheduling Interface Technical Specification 23
Element Name Type Usage Notes
13-Repeating Interval RI O
14-Interval Duration ST O
15-Placer Contact Person XCN O
16-Placer Contact Phone Number XTN O
17-Placer Contact Address XAD O
18-Placer Contact Location PL O
19-Entered By Person XCN O Format: <ID>
20-Entered By Phone Number XTN O
21-Entered By Location PL O
22-Parent Placer Appointment ID EI O
23-Parent Filer Appointment ID EI O
24-Placer Order Number O Epic order number.
This field may repeat.
25-Filler Order Number O Format: <External Order ID>^<Application ID (optional)>
This field may repeat.
3.5 NTE – Notes and Comments Following SCH or ARQ This optional segment is used to send across scheduling instructions. Multiple lines are to be sent across as multiple NTE segments.
Element Name Type Usage Notes
1-Set ID – Notes and Comments SI O Incremented for each NTE sent
Format: Numeric
Incoming Appointment Scheduling Interface Technical Specification 24
Element Name Type Usage Notes
2-Source of Comment ID O
3-Comment FT O Appointment display notes.
Format: Text
4-Comment Type CWE O
3.6 PID – Patient Identification
Element Name Type Usage Notes
1-Set ID – PID SI O
2-Patient ID CX O This field is for backward compatibility only.
3-Patient Identifier List CX R Format: <ID>^^^<HL7 Assigning Authority>^<HL7 Coding System / HL7 ID Type>~<ID2>^^^<HL7 Assigning
Authority>^<HL7 Coding System / HL7 ID Type>
A patient's Social Security number and driver's license number are
filed as received in PID-19 and PID-20.
4-Alternate Patient ID – PID CX O This field is for backward compatibility only.
5-Patient Name XPN R Format: <Last Name>^<First Name>^<Middle Name>^<Suffix>^<Prefix>^<Academic degree>^<Name
Type>^^^^^^^<Title>
6-Mother's Maiden Name XPN O Escape characters can be translated.
7-Date/Time of Birth DTM O Only date of birth is supported for patient validation.
8-Sex IS O Patient sex. Must receive exactly "" to delete previous values. Only the
first component is filed.
Format: <Sex>^^^^^^^^
Incoming Appointment Scheduling Interface Technical Specification 25
Element Name Type Usage Notes
9-Patient Alias XPN O Aliases may repeat. Escape characters can be translated. The aliases
received in the message can either append to overwrite the patient's
current alias list. If the seventh component (name type code) of the
field is M, the value in the first component will be treated as patient
maiden name. The example format to receive patient maiden name:
<Patient maiden name>^^^^^^M~
10-Race CWE O Patient race. Only the first component of the field is filed. This field
must contain exactly "" to delete stored data.
Format: <race>^^^^^^^^~<race>^^^^^^^^
11-Patient Address XAD O Permanent Address
Street
Dwelling Number
City
State
ZIP/Postal code
Country
County
District
Start Date
Confidential Address
Street
Dwelling Number
City
Incoming Appointment Scheduling Interface Technical Specification 26
Element Name Type Usage Notes
State
ZIP/Postal code
County
Country
District
Start Date
End Date
Temporary Address
Street
Dwelling Number
City
State
ZIP/Postal code
County
Country
District
Start Date
End Date
Format:
Escape characters can be translated
This field can repeat, with permanent, confidential, and temporary
addresses sent in separate repetitions. The different addresses are
Incoming Appointment Scheduling Interface Technical Specification 27
Element Name Type Usage Notes
denoted by a flag in the <Address Type> piece of the field (piece 7)
State, county, and country category values can be mapped using a
translation table.
ZIP/postal code is required to be in the U.S. or Canadian format unless
the interface is configured to receive international formats.
Format:
<Street 1>^<Street 2>^<City>^<State>^<ZIP
code>^<Country>^<Address
Type>^^<County>^<District>^^^<Start Date>^<End Date>
Or
&<Street 1>&House Number>^<Street
2>^<City>^<State>^<ZIP code>^<Country>^<Address
Type>^^<County>^<District>^^^<Start Date>^<End Date>
12-County Code IS O This field is for backward compatibility only. You should use the
county component of the patient address in PID-11 instead.
13-Phone Number – Home XTN O Phone
E-mail address
Multiple e-mail addresses
Format: [nnn](nnn)nnn-nnnn^<Telecommunication use code>^<Telecommunication equipment type>^<E-mail
address>^<Country code>^<Area/city code>^<Local
number>^<Extension>^<Any text>^<Extension
prefix>^<Speed dial code>^<Unformatted telephone
number>
14-Phone Number – Work XTN O (nnn)nnn-nnnnx<extension>
or
^^^^^<City/area code>^<Number>^<Extension>
Incoming Appointment Scheduling Interface Technical Specification 28
Element Name Type Usage Notes
or
#<text>
15-Primary Language CWE O The value received in the field can either be stored as the patient
language, spoken language, or both.
To delete information, this field must contain exactly "".
Format: <code>^^^^^^^^~
16-Marital Status CWE O Patient marital status. Only the first component is used. This field must
contain exactly "" to delete stored data.
Format: <code>^^^^^^^^
17-Religion CWE O Patient religion. Only the first component is used. This field must
contain exactly "" to delete stored data.
Format: <religion>^^^^^^^^
18-Patient Account Number CX O Format: Alpha-numeric, or if using this field for visit number storage
and using Identity, <value>^^^^<ID Type>
19-SSN Number – Patient ST O Format depends on the country.
Format checking options are configurable.
Social security number can also be received in PID-3.
20-Driver's License Number – Patient DLN O Format: <Driver's license number>^<Driver's license state>
Note: State can optionally be mapped using a translation table.
Driver's license number can also be received in PID-3.
Example: G6515665260505^WI
21-Mother's Identifier CX O This field is used to link a newborn to his or her mother. It should
contain the MRN or a visit identifier for the mother of the patient in the
PID segment of the message.
Incoming Appointment Scheduling Interface Technical Specification 29
Element Name Type Usage Notes
22-Ethnic Group CWE O Patient ethnic group. Only the first component is used. This field must
contain exactly "" to delete stored data.
Format: <ethnic group>^^^^^^^^~
23-Birth Place XAD O Birth city and state
HL7 address format is used rather than the string format defined in the
standard. State can be mapped using a translation table
24-Multiple Birth Indicator ID O This field can be set to "Y" or "N" to denote whether the patient was
born as part of a multiple birth (twins, triplets, etc.).
25-Birth Order NM O
26-Citizenship CWE O This field can be mapped using a translation table.
27-Veterans Military Status CWE O This field can be mapped using a translation table.
28-Nationality CWE O This field can be mapped using a translation table.
29-Patient Death Date and Time DTM O Receiving "" will delete the date and time of death.
This field can also optionally set the member term date to the date of
death for any current or future coverages associated with this patient.
30-Patient Death Indicator ID O Y – The patient is deceased
N – The patient is not deceased
Marking a patient deceased can be configured to cancel future
appointments.
31-Identity Unknown Indicator ID O This field can be mapped using a translation table
32-Identity Reliability Code CWE O Indicates whether a national ID received in PID-3 or PID-19 should be
considered verified.
33-Last Update Date/Time DTM O
Incoming Appointment Scheduling Interface Technical Specification 30
Element Name Type Usage Notes
34-Last Update Facility HD O
35-Species Code CWE O
36-Breed Code CWE O
37-Strain ST O
38-Production Class Code CWE O
3.7 PD1 – Patient Additional Demographics
Element Name Type Usage Notes
1-Living Dependency IS O
2-Living Arrangement IS O
3-Primary Facility XON O The value received here is stored as the patient's primary location. It
must correspond to a facility, service area, or location record in the
facility database.
Preferred format:
^^^^^^<AUTH>^<IDTYPE>^^<ID>
Other accepted formats:
^^<ID>^^^^<AUTH>^<IDTYPE>^^
<NAME>^^^^^^^^^
4-Primary Care Provider XCN O Format: Preferred<ID>^^^^^^^^<Assigning authority>^^^^<ID type>or<Provider ID>^<Last
name>^<First name>^<Middle initial>
Note: This field can be configured to be ignored – PV1-7 would be
used instead.
Incoming Appointment Scheduling Interface Technical Specification 31
Element Name Type Usage Notes
Information about other types of primary care providers can be sent in
the ROL segment.
5-Student Indicator IS O
6-Handicap IS O
7-Living Will IS O
8-Organ Donor IS O
9-Separate Bill ID O
10-Duplicate Patient CX O
11-Publicity Code CWE O
12-Protection Indicator ID O
13-Protection Indicator Effective Date DT O
14-Place of Worship XON O <Place of Worship name>^^<Place of Worship ID>
15-Advance Directive Code CWE O The value received here will populate the patient advance directive
status. The default format is to receive a Y for a patient with advance
directive information or an N for a patient without advance directive
information. This field can optionally be translated using a translation
table.
16-Immunization Registry Status IS O
17-Immunization Registry Status
Effective Date
DT O
18-Publicity Code Effective Date DT O
19-Military Branch CWE O This filed is mapped via a translation table.
Format: <ID>^<Description>^Coding System
Incoming Appointment Scheduling Interface Technical Specification 32
Element Name Type Usage Notes
20-Military Rank CWE O This filed is mapped via a translation table.
Format: <ID>^<Description>^Coding System
21-Military Component CWE O This filed is mapped via a translation table.
Format: <ID>^<Description>^Coding System
22-Advance Directive Date DT O This date will be used to populate the advance directive reviewed date
and pairs with PD1-15. If this field is omitted, the interface uses EVN-6,
then MSH-7, and finally the current date, until a valid date is found.
3.8 ROL – Role This segment contains information regarding the associations of those involved in providing healthcare to the patient. The ROL
segment can repeat. Each ROL segment can contain Primary Care Provider information.
Element Name Type Usage Notes
2-Role Action Code CWE O This field is only used when filing primary care provider information.
3-Role CWE O This field is mapped using one of two translation tables.
4-Role Person XCN O Format: <ID>^^^^^^^^<Assigning authority>^^^^<ID type>
(preferred)
or: <ID>
5-Role Begin Date/Time DTM O Begin date and time.
6-Role End Date/Time DTM O End date and time.
7-Role Duration CWE O
8-Role Action Reason CWE O Reason for Change
This field is mapped using a translation table.
This field is supported only when filing primary care provider
Incoming Appointment Scheduling Interface Technical Specification 33
Element Name Type Usage Notes
information from a ROL segment.
3.9 PV1 – Patient Visit
Element Name Type Usage Notes
1-Set ID – Patient Visit SI O
2-Patient Class IS R
3-Assigned Patient Location O <Department>^<Room>^<Bed>^<Facility>^^^<Building>^<F
loor>
4-Admission Type IS O
5-Pre-admit Number CX O
6-Prior Patient Location PL O
7-Attending Doctor XCN O Preferred Format: <ID>^^^^^^^^<Assigning authority>^^^^<ID type>
Or: <Provider ID>^<Name>
8-Referring Doctor XCN O Preferred Format: <ID>^^^^^^^^<Assigning authority>^^^^<ID type>
Or <Provider ID>^<Name>
9-Consulting Doctor XCN O
10-Hospital Service IS O
11-Temporary Location PL O
12-Pre-admit Test Indicator IS O
13-Re-admission Indicator IS O
Incoming Appointment Scheduling Interface Technical Specification 34
Element Name Type Usage Notes
14-Admit Source IS O
15-Ambulatory Status IS O
16-VIP Indicator IS O
17-Admitting Doctor XCN O <ID>^^^^^^^^<Assigning authority>^^^^<ID type>
Or<Provider ID>^<Name>
18-Patient Type IS O Mapped using a translation table.
19-Visit Number CX O External visit number
20-Financial Class FC O Mapped using a translation table.
21-Charge Price Indicator IS O
22-Courtesy Code IS O
23-Credit Rating IS O
24-Contract Code IS O
25-Contract Effective Date DT O
26-Contract Amount NM O
27-Contract Period NM O
28-Interest Code IS O
29-Transfer to Bad Debt Code IS O
30-Transfer to Bad Debt Date DT O
31-Bad Debt Agency Code IS O
32-Bad Debt Transfer Amount NM O
33-Bad Debt Recovery Amount NM O
Incoming Appointment Scheduling Interface Technical Specification 35
Element Name Type Usage Notes
34-Delete Account Indicator IS O
35-Delete Account Date DT O
36-Discharge Disposition IS O Item is specified in the customer's Epic configuration settings.
Mapped using a translation table.
37-Discharged to Location CM O
38-Diet Type IS O
39-Servicing Facility IS O
40-Bed Status IS O
41-Account Status IS O
42-Pending Location PL O
43-Prior Temporary Location O
44-Admit Date/Time DTM O Available starting in Epic 2018 and in Epic 2017 with SU E8322677
Format: YYYYMMDDhhmmss
45-Discharge Date/Time DTM O Available starting in Epic 2018 and in Epic 2017 with SU E8322677
Format: YYYYMMDDhhmmss
46-Current Patient Balance NM O
47-Total Charges NM O
48-Total Adjustments NM O
49-Total Payments NM O
50-Alternate Visit ID CX O Format: String
Incoming Appointment Scheduling Interface Technical Specification 36
3.10 PV2 – Patient Visit – Additional Information
Element Name Type Usage Notes
1-Prior Pending Location PL O
2-Accommodation Code CWE O
3-Admit Reason CWE O
4-Transfer Reason CWE O
5-Patient Valuables ST O
6-Patient Valuables Location ST O
7-Visit User Code IS O
8-Expected Admit Date/Time DTM O The value received in this field will represent the date on which the
provider would expect to see the patient for a follow-up visit.
23-Clinic Source Location XON O This field is mapped with identity and stored as the referring hospital
(EPT 7771).
Format: <EAF ID>^<Name>^>Name Type>^^^<HL7 Assigning
Authority>^<HL7 ID Type>~<EAF ID>^<Name>^<Name
Type>^^^<HL7 Assigning Authority>^<HL7 ID Type>
3.11 OBX – Observation This optional segment contains permanent patient comments or a patient image. Multiple comment lines are sent as multiple
segments; however, only a single patient image can be filed per message. The OBX is not required, but if it is present, OBX-2, 3, and 5
are required elements.
Element Name Type Usage Notes
1-Set ID – Observation Segment SI O Incremented for each set of OBX segments sent
Incoming Appointment Scheduling Interface Technical Specification 37
Element Name Type Usage Notes
2-Value Type ID R Supported types are:
RP - Reference Pointer
TX - Text
3-Observation Identifier CWE R
4-Observation Sub-ID ST O
5-Observation Value CWE R Permanent patient comments or the file name of the patient image.
6-Units CWE O
7-References Range ST O
8-Abnormal Flags ID O
9-Probability NM O
10-Nature of Abnormal Test ID O
11-Observ Result Status ID O
12-Date Last Obs Normal Values DTM O
13-User Defined Access Checks ST O
14-Date/Time of the Observation DTM O
15-Producer's ID CWE O
16-Responsible Observer CN O
17-Observation Method CWE O
Incoming Appointment Scheduling Interface Technical Specification 38
3.12 DG1 – Diagnosis Diagnosis and procedure information from the DG1 and PR1 segments will only be filed to encounter-level items; an Incoming
Financial Transactions interface must be used to file financial transactions into Resolute. The AR Interface Settings in EpicCare's
Clinical Administration determines how diagnoses and procedures are stored. DG1 and PR1 segments are available for use in events
other than DFT^P03.
Element Name Type Usage Notes
1-Set ID – DG1 SI R
2-Diagnosis Coding Method ID R This field has been retained for backward compatibility only. The
diagnosis description code set shoudl normally be sent as a component
of DG1.3.
3-Diagnosis Code CWE O Format: <Diagnosis code>^<Description>^<Code set>
4-Diagnosis Description ST O This field has been retained for backward compatibility only. The
diagnosis description should normally be sent as a component of DG1-
3.
5-Diagnosis Date/Time DTM O
6-Diagnosis Type IS R
7-Major Diagnostic Category CWE O
8-Diagnostic Related Group CWE O
9-DRG Approval Indicator ID O
10-DRG Grouper Review Code IS O
11-Outlier Type CWE O
12-Outlier Days NM O
13-Outlier Cost CP O
Incoming Appointment Scheduling Interface Technical Specification 39
Element Name Type Usage Notes
14-Grouper Version and Type ST O
15-Diagnosis Priority ID O
16-Diagnosing Clinician XCN O
17-Diagnosis Classification IS O
18-Confidential Indicator ID O
19-Attestation Date/Time DTM O
21-Diagnosis Action Code ID O Available starting in August 2018
26-Diagnosis Present on Admission IS O
3.13 RGS – Resource Group This segment groups services and resources described in AIS, AIG, and AIP segments by department.
Element Name Type Usage Notes
1-Set ID – RGS SI R
2-Segment Action Code ID O
3-Resource Group ID CWE R Format: <ID>^<Text>^<ID Type>
3.14 AIS – Appointment Information – Service This segment contains information about the Epic visit types that are scheduled for the appointment. Since an appointment can have
multiple visit types, the segment can repeat. However, only the first visit type received is linked to the appointment.
Element Name Type Usage Notes
1-Set ID – AIS SI R Incremented for each AIS sent
Incoming Appointment Scheduling Interface Technical Specification 40
Element Name Type Usage Notes
2-Segment Action Code ID O
3-Universal Service Identifier CWE R The visit type associated with the appointment.
<ID>^<Text>^<ID Type>
The interface can pull the visit type from SCH-7 or ARQ-7 instead of
this field depending on configuration.
4-Start Date/Time DTM O
5-Start Date/Time Offset NM O
6-Start Date/Time Offset Units CNE O
7-Duration NM O
8-Duration Units CNE O
9-Allow Substitution Code IS O
10-Filler Status Code CWE O See field SCH-25 or ARQ-6.The interface will not file the value from
this field unless indicated to do so by configuration settings.
3.15 NTE – Notes and Comments Following AIS This optional segment is used to send across instructions specific to a visit type.
Element Name Type Usage Notes
1-Set ID – Notes and Comments SI O Incremented for each NTE sent
2-Source of Comment ID O
3-Comment FT O Special appointment notes pertaining to the visit type. Stored only
based on customer's Epic configuration settings.
4-Comment Type CWE O
Incoming Appointment Scheduling Interface Technical Specification 41
3.16 AIG – Appointment Information – General Resource This segment contains information about the Epic resources used for the appointment. This includes actual resources such as
machines and rooms, and scheduled classes. This segment can repeat if an appointment requires the use of multiple resources.
Element Name Type Usage Notes
1-Set ID – AIG SI R Incremented for each AIG sent
2-Segment Action Code ID O
3-Resource ID CWE R Appointment staff/resource.
4-Resource Type CWE O Appointment staff/resource type.
5-Resource Group CWE O
6-Resource Quantity NM O
7-Resource Quantity Units CNE O
8-Start Date/Time DTM O Appointment date and appointment time
Format: CCYYMMDDHHMM
If a value is not received in this field, then the appointment time and
date received in the SCH or ARQ segment will be used.
If an appointment start time is not in an increment of 5 minutes, it will
be rounded up or down depending on the customer's configuration
settings.
9-Start Date/Time Offset NM O Offset to the appointment start time
Format: Numeric value either in minutes or seconds depending upon
the offset unit
10-Start Date Time Offset Units CNE O Format: "S" or "MIN"
If a value is not received in this field, then the value from a profile
variable will be used.
Incoming Appointment Scheduling Interface Technical Specification 42
Element Name Type Usage Notes
11-Duration NM O Format: Numeric value either in minutes or seconds depending upon
the duration unit
If a value is not received in this field, then the duration received in the
ARQ or SCH segment will be used for this value.
12-Duration Units CNE O Format: "S" or "MIN"
If a value is not received in this field, the value from a profile variable
will be used.
13-Allow Substitution Code IS O
14-Filler Status Code CWE O
3.17 NTE – Notes and Comments Following AIG This optional segment is used to send across instructions specific to a resource. Multiple lines are to be sent across as multiple NTE
segments.
Element Name Type Usage Notes
1-Set ID – Notes and Comments SI O Incremented for each NTE sent
2-Source of Comment ID O
3-Comment FT O
4-Comment Type CWE O
3.18 AIP – Appointment Information – Personnel Resource This segment contains information about the Epic providers used for the appointment. This segment can repeat if an appointment
requires the use of multiple providers.
Element Name Type Usage Notes
Incoming Appointment Scheduling Interface Technical Specification 43
Element Name Type Usage Notes
1-Set ID – AIP SI R Incremented for each AIP sent
2-Segment Action Code ID O
3-Personnel Resource ID XCN R Appointment staff/resource.
Format: <ID>^^^^^^^^<Assigning authority>^^^^<ID type>
4-Resource Role CWE O
5-Resource Group CWE O
6-Start Date/Time DTM O Appointment date and appointment time
Format: CCYYMMDDHHMM
If a value is not received in this field, then the appointment time and
date received in the SCH or ARQ segment will be used.
If an appointment start time is not an increment of 5 minutes, it will be
rounded up or down depending on the value of the customer's Epic
configuration settings.
7-Start Date/Time Offset NM O Offset to the appointment start time
Format: Numeric value either in minutes or seconds depending upon
the offset unit.
8-Start Date/Time Offset Units CNE O Format: "S" or "MIN"
If a value is not received in this field, then the value configured in the
system will be used.
9-Duration NM O Format: Numeric value either in minutes or seconds depending upon
the duration unit
If a value is not received in this field, then the duration received in
ARQ-9 or SCH-9 will be used for this value.
10-Duration Units CNE O Format: "S" or "MIN"
Incoming Appointment Scheduling Interface Technical Specification 44
Element Name Type Usage Notes
If a value is not received in this field, then the value configured in the
system will be used.
11-Allow Substitution Code IS O
12-Filler Status Code CWE O
3.19 NTE – Notes and Comments Following AIP This optional segment is used to send across instructions specific to a provider. Multiple lines are to be sent across as multiple NTE
segments.
Element Name Type Usage Notes
1-Set ID – Notes and Comments SI O Incremented for each NTE sent
2-Source of Comment ID O
3-Comment FT O Appointment notes pertaining to a provider.
4-Comment Type CWE O
3.20 ZPD - Patient Identification - Additional Patient Information
Element Name Type Usage Notes
1-Patient Ancestry ST O This field is mapped using a translation table.
This field can repeat.
2-Preferred Communication Method ST O A patient's preferred communication method. This field can repeat.
Format: <code>
10-Pay Grade CWE O This field is mapped using a translation table.
Format: <ID>^<Description>^<Coding System>
Incoming Appointment Scheduling Interface Technical Specification 45
Element Name Type Usage Notes
11-Assigned Unit CWE O This field is mapped using a translation table.
Format: <ID>^<Description>^<Coding System>
12-Military Patient Category CWE O This field is mapped using a translation table.
Format: <ID>^<Description>^<Coding System>
13-Family Member Prefix CWE O This field is mapped using a translation table.
Format: <ID>^<Description>^<Coding System>
14-Scheduling Grouper ST O Format:
<String>
Or
<String>^<Description>
15-Race/Ethnicity ID Method ST O This field is mapped using a translation table.
16-Patient Texting Opt-In CWE O This field indicates whether a patient prefers to receive appointment
reminder texts.
Format: <code>
17-Patient/Client Death Place
18-Contact Interpreter Required
19-Nationality IS O This field applies to Finland only.
20-Gender Identity CWE O Must receive exactly "" to delete previous values. Only the first
component is filed.
Format: <Gender Identity>^^^^^^^^
22-Sex Assigned at Birth CWE O Must receive exactly "" to delete previous values. Only the first
component is filed.
Format: <Sex Assigned at Birth>^^^^^^^^
Incoming Appointment Scheduling Interface Technical Specification 46
3.21 ZPL - Additional Appointment Information
Element Name Type Usage Notes
2-Patient Arrival Location CWE Specifies the physical location a patient should arrive at for an
appointment.
Format: <ID>^^<ID type>
3-Hidden Appointment Flag O Available starting in Epic 2018
Available in Epic 2017 with SU E8306166
Indicates whether the appointment should be hidden from the patient.
Accepted values:
0 (No)
1 (Yes)
4-TBD Appointment Flag O Available starting in Epic 2018
Available in Epic 2017 with SU E8306166
Indicates whether the appointment's scheduled time will be
determined at a later time.
Accepted values:
0 (No)
1 (Yes)
3.22 ZTP – Patient Communication Preference Available starting in May 2019, February 2019 with SUs E8703185, E8703186, and E8703722, November 2018 with SUs E8607304,
E8607305, and E8607690, and August 2018 with SUs E8511589, E8511590, and E8511855.
Incoming Appointment Scheduling Interface Technical Specification 47
This repeating segment contains information about how a patient prefers to be contacted by a healthcare organization. For example,
a patient might want to receive text messages and phone calls for appointment reminders and receive MyChart notifications as a
reminder to schedule a flu shot or yearly check-up.
Example:
ZTP|123^Appointment Reminders|Text^Y~Phone^Y~Email^N~MyChart^N
ZTP|456^Health Maintenance Reminder|Text^N~Phone^N~Email^N~MyChart^Y
Element Name Type Usage Notes
1-Communication Preference Concept CWE O The type of communication such as health maintenance reminders or
lab results. This field can be mapped using a translation table.
Format: <concept ID><concept name>
2-Communication Preference Media ST O ZTP-2.1 should contain the media name (for example, phone). ZTP-2.2
should contain a value that represents either Yes or No to indicate
whether a media is approved. If a media is received and ZTP-2.2 is
blank, the interface files the media as approved.
If the deletion character ("") is received in ZTP 2.2, the communication
preference is updated to match the default settings for the
communication concept in Epic.
Example: Text^Y~Phone^Y~E-mail^N
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