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

• Basic Concepts 2.0
• Platform Requirements 2.1

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

• Preamble and Setup 4.0
• Processing HL7 v2.x Feeds 4.1
• Federated OAuth2/OIDC Setup 4.2

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)

• FHIR Storage (MongoDB) Module 8.0
• MongoDB Sharding / Partitioning 8.1

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

• Channel Import Overview 13.0

Realtime Export

• Realtime Export Overview 14.0
• Realtime Export Rules Definition 14.1
• Using FHIRPath 14.2

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

• Hybrid Providers 19.0
• REST Custom Operations 19.1

LiveBundle

• LiveBundle Overview 20.0
• LiveBundle API 20.1
• LiveBundle Rule Definition 20.2
• LiveBundle Keepers 20.3

CDS Hooks

• CDS Hooks 21.0

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

• International Patient Summary (IPS) 24.0

EasyShare

• EasyShare SMART Health Links (SHL) 25.0
• EasyShare SHL Public module 25.1
• EasyShare SHL Admin module 25.2

Clustering

• Designing a Cluster 26.0
• Migration To 2020.02 26.1

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

• ETL Import Module 32.0
• FHIR Bulk Import Operation 32.1
• FHIR Bulk Export Operation 32.2

Additional Features

• Da Vinci Clinical Data Exchange (CDex) 33.0
• Da Vinci Health Record Exchange (HRex) 33.1

Monitoring

• Monitoring Basics 34.0
• Externalized Metrics 34.1
• OpenTelemetry Integration 34.2

Product Administration

• Batch Job Management 35.0
• Web Admin Console 35.1

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

• HTTP Server Setup 38.0
• TLS and HTTPS Reference 38.1

Java Execution Environment

• Security Attributes 39.0
• Library Support 39.1
• Exception Handling 39.2
• Javadocs 39.3
• Examples 39.4

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

• Localization 42.0
• Examples 42.1
• Available Localization Keys 42.2

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

• Camel Module Overview 44.0
• Smile Camel Processors 44.1
• Smile Camel Converters 44.2

Prior Auth CRD (Coverage Requirement Discovery)

• Prior Auth CRD (Coverage Requirement Discovery) Module 45.0

Prior Auth DTR (Documentation Templates and Rules)

• Prior Auth DTR (Documentation Templates and Rules) Module 46.0

Prior Auth Support

• Prior Auth Support Module 47.0

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

• Enumerated Types 50.0

Amazon HealthLake Outbound REST Connector

• Introduction 51.0
• Getting Started 51.1
• Data Management and Transfer 51.2

Appendix

• Preparing a Linux Host 52.0
• Installing Smile CDR, NGINX and PostgreSQL in a Docker Stack 52.1
• Deploying a Kubernetes Managed Cluster 52.2
• Password Hashing Algorithms 52.3
• Resource Paths 52.4
• JWT Signature Algorithms 52.5
• Inferno Considerations 52.6