Welcome to Smile CDR
- Table of Contents 1.0
- Smile CDR Maturity Model 1.1
- Smile CDR Premium Solutions 1.2
- List of Features by Maturity 1.3
- Changelog (2024 Releases) 1.4
- Changelog (2023 Releases) 1.5
- Changelog (2022 Releases) 1.6
- Changelog (2021 Releases) 1.7
- Changelog (2020 Releases) 1.8
- Changelog (2019 Releases) 1.9
- Changelog (2018 Releases) 1.10
- Changelog (2017 Releases) 1.11
Getting Started
Installation
- Installing Smile CDR 3.0
- Docker Container Installation 3.1
- Unix Service Installation 3.2
- Tuning your Installation 3.3
- Message Brokers 3.4
- Message Broker Failure Management 3.5
- Message Broker: Kafka 3.6
- Message Broker: ActiveMQ 3.7
- Pre-Seeding Configuration and Data 3.8
- Upgrading Smile CDR 3.9
- Production Checklist 3.10
- Module Licensing 3.11
Tutorial and Tour
The FHIR Standard
- FHIR Introduction 5.0
- FHIR CRUD Operations 5.1
- FHIR Searching Basics 5.2
- FHIR Search: References and Includes 5.3
- FHIR Search: Custom Search Parameters 5.4
- FHIR Search: Combo Search Parameters 5.5
- FHIR Search: Enforcing Uniqueness 5.6
- FHIR Transactions and Batches 5.7
- FHIRPath Expressions 5.8
FHIR Storage
- Concepts in Smile CDR 6.0
- FHIR Storage Modules 6.1
- FHIR Endpoint Module 6.2
- FHIRWeb Console 6.3
- OpenAPI / Swagger Support 6.4
- FHIR Endpoint Customization 6.5
- Resource IDs 6.6
- Search Parameters 6.7
- Search Parameter Features 6.8
- Phonetic Search Parameters 6.9
- Search Parameter Tuning 6.10
- Search Parameter Reindexing 6.11
- Searching for Data 6.12
- Creating Data 6.13
- Reading Data 6.14
- Updating Data 6.15
- Deleting Data 6.16
- Binary Data 6.17
- Request Tracing and Provenance 6.18
- FHIR Versions 6.19
- Resource Versions and Versioned References 6.20
- Tags, Profiles, and Security Labels 6.21
- Partitioning and Multitenancy 6.22
- Custom Resource Types 6.23
- Batch and Scheduled Jobs 6.24
FHIR Storage (Relational)
- FHIR Storage (Relational) Module 7.0
- Resource Storage Mode 7.1
- Performance Tuning 7.2
- Lucene Indexing 7.3
- Performance and Caching 7.4
- Chained Searching and Sorting 7.5
- MegaScale 7.6
FHIR Storage (MongoDB)
Validation and Conformance
- Introduction 9.0
- Validation Support Repository 9.1
- Validation Support Repository Options 9.2
- Conformance Data 9.3
- Repository Validation 9.4
- Repository Validation: Java 9.5
- Repository Validation: Javascript 9.6
- Repository Validation: Validation Bean 9.7
- Endpoint Validation 9.8
- Packages and Implementation Guides 9.9
- Package Registry Endpoint Module 9.10
- Remote Terminology Services 9.11
- Suppressing Messages 9.12
- Validation Performance 9.13
- Automatic Provenance Injection 9.14
Terminology
- Terminology Introduction 10.0
- Uploading Codes 10.1
- Terminology and Lucene Indexing 10.2
- ValueSet Expansion 10.3
- FHIR Response Terminology Mapping 10.4
Subscription
- Introduction 11.0
- Architecture 11.1
- Channel Types 11.2
- Delivery Options 11.3
- Manual Triggering 11.4
- Topic Subscriptions 11.5
Interceptors
- Interceptors 12.0
- Pointcuts 12.1
- Starter Project 12.2
- Examples: FHIR Endpoints 12.3
- Examples: HL7v2 Endpoints 12.4
- Examples: FHIR Storage 12.5
- Examples: FHIR Gateway 12.6
- Examples: FHIR Client 12.7
- Examples: MDM 12.8
- Examples: Subscription 12.9
- Examples: Channel Import 12.10
- Examples: Cluster Manager 12.11
- 2024.02.01 Migration Guide 12.12
Channel Import
Realtime Export
Security
- Security in Smile CDR 15.0
- Authentication Protocols 15.1
- Authorization and Consent 15.2
- Inbound Security Module 15.3
- Local Inbound Security Module 15.4
- LDAP Inbound Security Module 15.5
- Scripted Inbound Security Module 15.6
- SAML Inbound Security Module 15.7
- Trusted Client Mode 15.8
- Roles and Permissions 15.9
- Callback Scripts 15.10
- Anonymous Access 15.11
- Consent Service 15.12
- Consent Service: JavaScript API 15.13
- Consent Service: Java API 15.14
- Security Recipes 15.15
- Two Factor Authentication 15.16
- Troubleshooting Security 15.17
SMART on FHIR
- SMART on FHIR: Introduction 16.0
- SMART: Scopes 16.1
- SMART: Auth Flows 16.2
- SMART: Endpoints 16.3
- SMART: Smile CDR Support 16.4
- SMART Outbound Security: Module 16.5
- SMART Outbound Security: Skinning 16.6
- SMART Outbound Security: Context Selection 16.7
- SMART Outbound Security: SAML Bridging 16.8
- SMART: Federated OAuth2/OIDC Login 16.9
- SMART: Application Approval/Consent 16.10
- SMART Inbound Security Module 16.11
- SMART Client Definitions 16.12
- SMART Server Definitions 16.13
- SMART OIDC Keystore Definitions 16.14
- SMART: Session Management 16.15
- SMART: Assigning Permissions 16.16
- SMART: Access Tokens 16.17
- SMART: User Profile Information 16.18
- FHIR Client Authentication 16.19
appSphere
- Introduction 17.0
- Getting Started 17.1
- Associated Module Configurations 17.2
- Client Creation and Configuration 17.3
- Other Configurations 17.4
- Developer Portal 17.5
- App Management Console 17.6
- App Gallery 17.7
- Appendix 17.8
FHIR Gateway
- FHIR Gateway Introduction 18.0
- Configuration: Initial Setup 18.1
- Configuration: Document 18.2
- Custom Operations 18.3
- Caching 18.4
- Pagination 18.5
FHIR Hybrid Providers
LiveBundle
- LiveBundle Overview 20.0
- LiveBundle API 20.1
- LiveBundle Rule Definition 20.2
- LiveBundle Keepers 20.3
CDS Hooks
Master Data Management
- MDM 22.0
- MDM Quickstart Guide 22.1
- MDM Rule Definition 22.2
- Using EIDs in MDM Rule Definition 22.3
- MDM Survivorship Rules 22.4
- Upgrading from the EMPI module 22.5
- MDM UI 22.6
- MDM Blocklist Definition 22.7
- MDM Evaluate Operation 22.8
Quality Improvement
- Quality Improvement Overview 23.0
- Clinical Quality Language (CQL) 23.1
- Care Gaps 23.2
- Evaluating Measures 23.3
- Quality Payment Program (QPP) 23.4
- ActivityDefinitions 23.5
- PlanDefinitions 23.6
- Questionnaires 23.7
IG Support
EasyShare
- EasyShare SMART Health Links (SHL) 25.0
- EasyShare SHL Public module 25.1
- EasyShare SHL Admin module 25.2
Clustering
Logging
- Overview 27.0
- Audit Log 27.1
- Transaction Log 27.2
- System Logging 27.3
- Troubleshooting Logs 27.4
- Custom Logging 27.5
HL7 v2.x Support
- Introduction 28.0
- Inbound Messaging 28.1
- FHIR-Based Terminology Translation 28.2
- Outbound Messaging 28.3
- Outbound: Default Resource Conversion 28.4
- Outbound: Custom Resource Conversion 28.5
- Outbound: Verbatim Messaging 28.6
- Outbound: Transport 28.7
- Transactions 28.8
- Structure Definitions 28.9
- Segment Definitions 28.10
- Table Definitions 28.11
- Naming System Mapping 28.12
- Processing Results Feeds 28.13
- Protocol 28.14
CDA Exchange Module
- Introduction 29.0
- JavaScript Templates 29.1
- Rest API Operations 29.2
- Available Document and Section Types for CDA Export 29.3
- Available Document and Section Types for CDA Import 29.4
- JavaScript Hooks on CDA Import / Export 29.5
- Further Reading 29.6
CDA Exchange+ Module
- Introduction 30.0
- JavaScript Templates 30.1
- Rest API Operations 30.2
- Available Document and Section Types for CDA Export 30.3
- Available Document and Section Types for CDA Import 30.4
- JavaScript Hooks on CDA Import / Export 30.5
- FHIR-Based Terminology Translation 30.6
- Further Reading 30.7
System to System Data Exchange
- System to System Data Exchange Module 31.0
- Smile CDR Payer to Payer Quickstart Guide 31.1
- Custom Matching Script 31.2
Bulk Operations
Additional Features
Monitoring
Product Administration
JSON Admin Endpoints
- JSON Admin API 36.0
- Audit Log Endpoint 36.1
- Batch Job Endpoint 36.2
- Bulk Import Endpoint 36.3
- CDA Exchange Endpoint 36.4
- Metrics Endpoint 36.5
- Module Config Endpoint 36.6
- OpenID Connect Clients Endpoint 36.7
- OpenID Connect Keystores Endpoint 36.8
- OpenID Connect Servers Endpoint 36.9
- OpenID Connect Sessions Endpoint 36.10
- Runtime Status Endpoint 36.11
- System Config Endpoint 36.12
- Transaction Log Endpoint 36.13
- Troubleshooting Log Endpoint 36.14
- User Management Endpoint 36.15
HFQL: Direct SQL Access
- HFQL/SQL Overview 37.0
- SQL Syntax 37.1
- SQL Syntax: Select 37.2
- SQL Syntax: Where 37.3
- SQL Syntax: Limitations 37.4
- SQL Syntax: Examples 37.5
Product Configuration
Java Execution Environment
JavaScript Execution Environment
- Introduction 40.0
- Specifying JavaScript in Configuration File 40.1
- Remote Debugging 40.2
- ECMA Modules (import) 40.3
- Converter API 40.4
- Environment API 40.5
- Exceptions API 40.6
- OAuth2 Exceptions API 40.7
- FHIR REST API 40.8
- FHIR Model API 40.9
- HL7 v2.x Mapping API 40.10
- HTTP API 40.11
- LDAP API 40.12
- Log API 40.13
- Composition Resource API 40.14
- Composition Section API 40.15
- TransactionBuilder API 40.16
- Util API 40.17
- UUID API 40.18
- XML API 40.19
- Callback Models 40.20
Database Administration
- Database Design 41.0
- Database Connection Pool 41.1
- Setting Up PostgreSQL 41.2
- Troubleshooting PostgreSQL 41.3
- Setting Up MySQL 41.4
- Setting Up MariaDB 41.5
- Setting Up Oracle 41.6
- Setting Up SQL Server (MSSQL) 41.7
- AWS IAM Authentication 41.8
Localization
Smile CDR CLI (smileutil)
- Introduction 43.0
- Bulk Import 43.1
- Create FHIR Package 43.2
- Execute Script Function 43.3
- Export ConceptMap to CSV 43.4
- HL7 v2.x Analyze Flat File 43.5
- HL7 v2.x Transmit Flat File 43.6
- Import CSV to ConceptMap 43.7
- Map and Upload CSV Bulk Import File 43.8
- Migrate Database 43.9
- Clear Database Migration Lock 43.10
- Module Config Properties Export 43.11
- Reindex Terminology 43.12
- Synchronize FHIR Servers 43.13
- Upgrade H2 Database File 43.14
- Upload Bundle Files 43.15
- Upload CSV Bulk Import File 43.16
- Upload Sample Dataset 43.17
- Upload Terminology 43.18
- Generate Realtime Export Schema 43.19
- Validate FHIR Resources 43.20
Apache Camel Integration
Prior Auth CRD (Coverage Requirement Discovery)
Prior Auth DTR (Documentation Templates and Rules)
Prior Auth Support
Modules
- JSON Admin API 48.0
- Web Admin Console 48.1
- CDA Exchange 48.2
- Channel Import 48.3
- Cluster Manager 48.4
- CQL 48.5
- Audit Log Persistence 48.6
- Transaction Log Persistence 48.7
- Digital Quality Measures (DQM) 48.8
- Documentation Templates and Rules (DTR) 48.9
- Enterprise Master Patient Index 48.10
- CDS Hooks Endpoint 48.11
- FHIR Gateway Endpoint 48.12
- FHIR REST Endpoint (All Versions) 48.13
- FHIR REST Endpoint (DSTU2 - Deprecated) 48.14
- FHIR REST Endpoint (DSTU3 - Deprecated) 48.15
- FHIR REST Endpoint (R4 - Deprecated) 48.16
- FHIRWeb Console 48.17
- HL7 v2.x Listening Endpoint 48.18
- HL7 v2.x Listening Endpoint (Deprecated) 48.19
- HL7 v2.x Sending Endpoint 48.20
- Hybrid Providers Endpoint 48.21
- Package Registry Endpoint 48.22
- Subscription Websocket Endpoint 48.23
- ETL Importer 48.24
- MDM 48.25
- MDM UI 48.26
- Prior Auth CRD 48.27
- Prior Auth Support 48.28
- Narrative Generator 48.29
- FHIR Storage (DSTU2 RDBMS) 48.30
- FHIR Storage (R3 RDBMS) 48.31
- FHIR Storage (R4 RDBMS) 48.32
- FHIR Storage (R5 RDBMS) 48.33
- FHIR Storage (Mongo) 48.34
- Realtime Export 48.35
- LDAP Inbound Security 48.36
- Local Inbound Security 48.37
- SAML Inbound Security 48.38
- Scripted Inbound Security 48.39
- SMART Inbound Security 48.40
- SMART Outbound Security 48.41
- Subscription Matcher (All FHIR Versions) 48.42
- Subscription Matcher (DSTU2 - Deprecated) 48.43
- Subscription Matcher (DSTU3 - Deprecated) 48.44
- Subscription Matcher (R4 - Deprecated) 48.45
- appSphere 48.46
- Payer to Payer 48.47
- System to System Data Exchange 48.48
- Amazon HealthLake Outbound REST Connector 48.49
- License 48.50
- Camel 48.51
Configuration Categories
- Web Admin Console Settings 49.0
- appSphere 49.1
- Payer Config 49.2
- Initial appSphere Seeding 49.3
- Authentication Callback Scripts 49.4
- Auth: General for APIs 49.5
- User Authentication 49.6
- Auth: HTTP Basic 49.7
- Auth: OpenID Connect 49.8
- Browser Syntax Highlighting 49.9
- Camel 49.10
- Capability Statement (metadata) 49.11
- Care Gaps 49.12
- CDA Generation 49.13
- CDA Import 49.14
- CDA Interceptors 49.15
- CDA JavaScript Execution Scripts 49.16
- CDA Terminology 49.17
- CDS Hooks Definitions 49.18
- CDS Hooks On FHIR 49.19
- Channel Import 49.20
- Channel Retry 49.21
- Kafka 49.22
- Cluster Manager Maintenance 49.23
- Message Broker 49.24
- Cluster Level Security 49.25
- Consent 49.26
- CQL 49.27
- Credentials 49.28
- Cross-Origin Resource Sharing (CORS) 49.29
- Invoke Export 49.30
- Member Match 49.31
- Database 49.32
- Da Vinci Health Record Exchange 49.33
- EasyShare SMART Health Links 49.34
- Email Configuration 49.35
- MDM UI 49.36
- ETL Import: CSV Properties 49.37
- ETL Import: Source 49.38
- Measure Evaluation 49.39
- FHIR Binary Storage 49.40
- FHIR Bulk Operations 49.41
- Capability Statement 49.42
- FHIR Configuration 49.43
- Consent Service 49.44
- FHIR Endpoint Conversion 49.45
- FHIR Endpoint HFQL Support 49.46
- FHIR Endpoint Partitioning 49.47
- Resource Providers 49.48
- FHIR Endpoint Security 49.49
- Endpoint Terminology 49.50
- FHIR Gateway Cache 49.51
- FHIR Gateway Configuration 49.52
- FHIR Interceptors 49.53
- LiveBundle Service 49.54
- FHIR MDM Server 49.55
- FHIR Performance 49.56
- FHIR Performance Tracing 49.57
- FHIR Realtime Export 49.58
- Repository Validation 49.59
- FHIR Resource Types 49.60
- FHIR REST Endpoint 49.61
- FHIR Search 49.62
- Custom Resource Types 49.63
- IG Support 49.64
- MegaScale 49.65
- FHIR Storage Module Conditional Updates 49.66
- FHIR Storage Module Scheduled Tasks 49.67
- FHIR Validation Services 49.68
- FHIR Validation Services Remote Terminology Client TLS / SSL (Encryption) 49.69
- FHIR Storage Package Registry 49.70
- FHIR Storage Partitioning 49.71
- Versioned References 49.72
- FHIR Subscription Delivery 49.73
- FHIR Subscription Persistence 49.74
- Amazon HealthLake REST Endpoint 49.75
- HL7 v2.x Mapper - Contained Resource 49.76
- HL7 v2.x Mapper - DG1 49.77
- HL7 v2.x Mapper - Forced Namespace Mode 49.78
- HL7 v2.x Mapper - General 49.79
- HL7 v2.x Mapper - Medications 49.80
- HL7 v2.x Mapper - OBR 49.81
- HL7 v2.x to FHIR Mapper - OBSERVATION Group 49.82
- HL7 v2.x Mapper - ORC 49.83
- HL7 v2.x to FHIR Mapper - ORDER_OBSERVATION Group 49.84
- HL7 v2.x Mapper - PID 49.85
- HL7 v2.x Mapper - PV1 49.86
- Listener Interceptors 49.87
- HL7 v2.x Listener Script 49.88
- HL7 v2.x Listening Endpoint 49.89
- HL7 v2.x MLLP Listener 49.90
- HL7 v2.x MLLP Sender 49.91
- FHIR to HL7 v2.x Mapper Script 49.92
- HL7 v2.x Outbound Mapping 49.93
- HTTP Access Log 49.94
- HTTP Listener 49.95
- HTTP Request Pool 49.96
- HTTP Security 49.97
- Hybrid Providers Definitions 49.98
- IG Support 49.99
- Initial User Seeding 49.100
- JavaScript Execution Environment 49.101
- JSON Web KeySet (JWKS) 49.102
- LDAP Authentication 49.103
- Smile CDR License 49.104
- Lucene FullText Indexing 49.105
- MDM 49.106
- Migration 49.107
- Narrative Generator 49.108
- OpenID Connect Token Validation 49.109
- OpenID Connect (OIDC) 49.110
- Payer to Payer 49.111
- Prior Authorization Coverage Requirement Discovery 49.112
- Prior Authorization Documentation Templates and Requirements 49.113
- Prior Authorization Support 49.114
- Privacy Security Notice 49.115
- Product Portal 49.116
- Provenance Injection 49.117
- Quality Payment Program (QPP) 49.118
- Realtime Export 49.119
- Endpoint Validation: Request Validating 49.120
- Scheduler Configuration 49.121
- Search Parameter Seeding 49.122
- SAML Provider 49.123
- Security Inbound Script 49.124
- Inbound SMART on FHIR Authentication 49.125
- Inbound SMART on FHIR Endpoints 49.126
- OAuth2/OIDC Federation 49.127
- SMART Callback Script 49.128
- Cross-Organizational Data Access Profile 49.129
- SMART Login Skin 49.130
- SMART Login Terms of Service 49.131
- SMART Authorization 49.132
- SMART Definitions Seeding 49.133
- Sessions 49.134
- Two Factor Authentication 49.135
- TLS / SSL (Encryption) 49.136
- Transaction Log 49.137
- Trusted Client 49.138
- User Self Registration 49.139
Product Reference
Amazon HealthLake Outbound REST Connector
Appendix
Table of Contents
App Gallery
17.7.1App GalleryTrial
The App Gallery is a white label component and has a predetermined layout structure that the customer can populate as they wish.
17.7.2App Gallery: UI DescriptionTrial
Below is a description of the UI for the App Gallery:
- Hero Image: customers can choose to create a hero image with text in the image itself (note: if the default hero image is not displayed after setting-up the appSphere, ensure it is in PNG format. See here for configuration instructions)
- Register here link: redirects developers to the App Developer Portal to register apps
- Search bar: allows users to search by app name, vendor name or keywords in App description
The following filtering options are provided in the form of a drop-down menu (multi-select) as filled by developers/vendors during app registration:
- Audience: type of user i.e., Payer, Provider, Pharma, Patient or Developer
- Use: type of function the app supports i.e., Health & Therapy Management, Provider Care Coordination, Clinical Applications, Research, Data Monitoring Analysis
- Operating System: type of operating system on which the app runs i.e., Web, iOS or Android
- FHIR Version: allows users to filter based on the FHIR version supported by the app (i.e., DSTU1, DSTU2, STU3 and R4)
- Certification: whether the developer/vendor accepted (Trusted) or declined (No Certification) the attestation required at the registration stage
-
Apps layout: grid layout of all apps that have been promoted to “live” and published to the gallery with a label to indicate compliance to privacy and security standards
-
More: opens the 'App Information Page' with detailed information about the selected App. By clicking on “Get the App”, users are redirected to where the App can be found (i.e., app store or website). In addition, users can also “Launch” web apps in a browser from this page. App descriptions, video and/or screenshots can also be viewed on this page.
- Launch: available for web apps to be launched in a browser. For the launch feature to work, the customer must have configured an EHR to work with Smile; and also EHR and the app gallery must be logged in to the same OpenID Connect Auth. Refer to Launch App: EHR Launch and Launch Context Scopes.
- Alert icon: warns users that the app has declined to certify the safe use of personal health information in both the landing page as well as when the app is selected from the landing page to either gain more information.
17.7.3Gallery FunctionalityTrial
The gallery management functionality enables customers to upload and manage digital assets and modify the contents of the WLAG. Customers have the power to configure:
- The company logo shown in the top left corner of the gallery page
- The name of the gallery page
- The hero image for both the desktop and mobile versions
The apps that display in the gallery are updated automatically based on the approval from the system and security administrator to promote apps to a Live state. Apps that are in the In-Review, Suspended, or Retired state do not display in the gallery.
Searching and filtering capabilities are available to consumers to find apps more efficiently based on user type, type of function provided by the app, type of operating system, and certification status.
17.7.3.1Patient Requests for Applications
If a patient wants to use an app that is not in the gallery, he/she may do so by making a request to have the app of their choice registered and available in the gallery. Patients can send requests by selecting 'Contact us to request an app' at the bottom of the page.
Once selected, an app request form will be displayed for patients to enter details about themselves and the requested app. Once completed and submitted, patients will receive a confirmation email for the request made.
Once a request has been sent by a patient, a member of the CDR owner's organization will need to take the initiative to reach out to the app developer and ask him/her to register their app via the Developer Portal. To comply with legal requirements set by the CMS and ONC, all app developers must proceed through the same registration process without discrimination.
17.7.3.2Patient Requests for Help
On the same page, next to “Contact us to request an app” is "Contact our helpdesk" which enables patients to request for help via email. Once the email from the patient has been sent, a member of the support team will address the expressed concerns and reach out to the patient as required.