How to Configure or Update the Excelleris eMessage Service

overview & requirements this article provides instructions for system administrators of self hosted customers on how to configure/set up excelleris emessage integration, as well as setup validation this configuration guidance is valid for customers in ontario, new brunswick and british columbia the setup supports the secure delivery of hl7 lab results from excelleris into the profile emr requirements ensure that net 4 8 is installed obtain the following items from excelleris they are used by the emessage service to connect to excelleris certificate file ( pfx) certificate password logon id/username logon password ensure that the applicable excelleris api url is whitelisted api on excelleris com or api nb excelleris com or api bc excelleris com contact excelleris regarding whitelisting of any of your own ips, if required configuring/updating the excelleris emessage service step 1 perform certificate configuration and conversion perform the following steps in order to be able to use the certificate provided by excelleris in the emessage service note below paths should be adjusted to your preferred location, folders may need to be created example "c \excelleriscerts\cert in\\" move the certificate file to your profile server and into the following location, where \[yourpathhere] is a location of your choice \[yourpathhere]\ihscripts\excelleriscerts\cert in navigate to the directory one level above at \[yourpathhere]\excelleriscerts save the export pfx certificate txt file attached to this article locally and change the extension to ps1 right click powershell ise and select to run as administrator copy paste the text from the downloaded file into powershell ise to run it edit the second line of the ps1 file to substitute the excelleris provided certificate password for the placeholder shown below $certpass = convertto securestring string "excelleriscertpassword" force –asplaintext edit the third line of the ps1 file to substitute your unique password for the placeholder shown below $newcertpass = convertto securestring string "newcertpassword" force –asplaintext execute the script this exports the new certificate to the following folder \[yourpathhere]\excelleriscerts\cert out install the excelleris public certificates on your application servers where profile will communicate with the excelleris server to load/fetch lab results step 2 configure the emessage service general properties perform the following steps to ensure that profile is able to connect to the excelleris api, perform downloads of lab results, and import them into the profile emr log in to profile and navigate to organisation/preferences/emessages move the excelleris (bc) or excelleris (on) or excelleris (nb) (as applicable) service from available services to installed services on the left hand side double click on the particular excelleris emessage service to open up a console in which you can edit the service's properties under the general tab in the incoming directory field, add the path to the directory where excelleris messages will be coming in fill in the logon id and associated password provided by excelleris if you are updating the certificate, remove the existing certificate to import the new certificate, click import you will be prompted to locate and select the new, configured and converted certificate an enter passphrase dialog pops up enter the certificate password (this is the password used in line 3 of the script that was run) and click ok click test to validate the certificate step 3 configure the emessage service scheduling properties perform the following steps to determine the times and frequencies at which lab results are downloaded from excelleris within the same emessage service properties console, click on the schedule tab select use task schedule (task runs according to the specified time) if there is no configured schedule, click on new to create a new schedule configure the schedule for when you want the emessage service to run and then click ok ensure that there are at least 10 minutes between runs; an interval that is too short can cause errors the recommendation from excelleris is to run the service at 15 minute intervals a suitable schedule might be for the service to run every day, at 15 minute intervals, from approximately 6am to 6pm and to end in the year 2099 go to organization/system tasks and confirm that the service/task runs and completes validation certificate validation is performed as part of step 2 emessage service / system task validation is performed as part of step 3 once the emessage service is running and downloading lab results you will see these appear in the incoming directory configured in step 2 profile will automatically import lab results results that match a patient will show up in the provider's inbox and in the patient's medical record results that do not match a patient will show up in the control centre/manage/manual matches view these results will need to be matched manually to patient and provider learn more for more information on excelleris and lab results, please click on the article links below profile changes for omd conformance docid\ zo7j99000irjlmakyy5sa this includes the following topics addition of references range for lab results document processor window configuration additional manual lab results entry options for abnormal flag and status excelleris lab result validation modifying the default polling interval / download frequency for excelleris manually downloading lab results for excelleris laboratory name pre populated with the gnb's dynamic list of laboratory facilities adding lab results manually docid\ jv1vl5xamj0m9gljuipacusing pre populated laboratory names from gnb dynamic list for external provider docid 3f wohzayy3 zioc jxtexcelleris display changes for new brunswick docid\ dwtwcvobdt5rh acpt fn attachments