Manage HL7 Trade Relationships and Messages

To create a trade relationship:

1. On the Partners page, select the partner for whom you want to create a trade relationship.
2. On the partner details page, click the Trade Relationships tab.
3. Click Create Trade Relationship, and in the drop-down menu, select Standard Transactions.
4. On the pop-up that appears, double-click the name of the standard, and on the next window select the HL7 standard and version for this trade relationship.
5. The trade relationship has been created and now you can edit envelope, file and batch lookups and properties, and messages.

To set up a trade relationship:

1. On the Partner page, click the Trade Relationships tab.
2. Select the name of the trade relationship that you want to set up.
3. On the Inbound Messages tab, under Envelope, click Edit to modify the information on envelope. You can modify the following attributes:
   • Sender ID
   • Receiver ID
   • Generate File/Batch Acknowledgement - Always, Never, Reject, Accept
4. Click to save the envelope changes.
5. To edit the settings for File/Batch Lookups and Properties, click Click Here under File Properties and Lookups or Batch Properties and Lookups, and then edit listed properties and lookups and add or delete custom properties.
6. Click Save.

To add messages to a trade relationship:

1. On the partner detail page, under Trade Relationships, click the name of the trade relationship to which you want to add a message.
2. Under Messages, click Add, select the message, and then select the message type.

   Trading Partner Management adds the message to the trade relationship. When you add a message, Trading Partner Management checks to see if a corresponding outbound acknowledgement is available, and if not available, Trading Partner Management adds an outbound acknowledgement.

3. Click to save the message. Trading Partner Management displays the message under the Trade Relationship.

When you add a new message with same Message ID, Event Type, Mode, Direction and Environment from an existing message, Trading Partner Management throws a warning message. Click Confirm to create the message or click Cancel to abort the message creation.

You can edit, update, and delete the HL7 trade relationships and messages.

To edit title, enable/disable, or delete a trade relationship:

1. Open a particular trade relationship to view the details.
2. In the details of the trade relationship, use the options to edit the title, disable/enable, or delete the trade relationship.

   Note You will see the Disable option when the trade relationship is enabled and in the reverse.

To copy, edit, disable/enable, or delete a message:

1. Open a particular trade relationship to view the details.
2. Under Messages, click the name of a message.
3. In the message details section, use the options to edit, copy, disable/enable, or delete the message or to edit message settings.

   Note You will see the Disable option when the message is enabled and in the reverse.

   You can edit or update the following attributes within a message type:

   • Guideline
   • Severity
   • Map
   • Custom Properties
4. Make the required changes, and then click to save the message.