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Administrator guide

Integrations and AI

Connect HealthOS to the systems around it, choose your AI service, and decide who hears about what.

The connector Marketplace

Connect HealthOS to other systems from Interoperability › Marketplace. Installing and configuring connectors needs a system administrator.

  1. Install

    Choose the connector’s card. Some can be installed more than once, for example one per file feed.

  2. Configure

    Fill in its set-up form. Secrets such as passwords and keys are encrypted as you save, and never shown again: leave a secret blank to keep the one already stored.

  3. Test

    Runs a real check against the other system and reports what it found.

  4. Complete

    The connector prepares itself, and the set-up is marked complete only if the configuration is accepted.

A greyed-out card says why. Either the connector is not available on your site, which your platform team can change, or your organisation is not licensed for it, which a global administrator can change.

Government services (PRODA, Medicare Online, ACWS, the HI Service, My Health Record and GPMS) each have their own guided set-up.

The Connector Marketplace with an installed Stripe connector and cards for Email Intake, Azure Communication Services, CSV import and others, one marked Not available
The Marketplace. A greyed card says why it is unavailable.

Secrets and outbound connections

  • Where secrets are kept. Secrets you enter are encrypted in the database. Secrets HealthOS issues on your behalf, such as its Microsoft sign-in secret, are held in Azure Key Vault. Neither is ever displayed again.
  • Every address is checked. HealthOS checks every address an administrator enters before connecting to it. Cloud metadata services and other reserved addresses are always refused, redirects are not followed, and the address is checked again at the moment of connection.
  • Private addresses and plain http. In production, connections to private network addresses and plain http:// are refused unless your site’s operator allows them, for example for a system reached over a VPN.

Integration flows

ScreenUse
Integration TopologyA map of every connected system, and the way in to each connector’s settings
Integration FlowsEach channel’s runs: run now, history, and deliver or discard held messages. Also the flow builder.
Rule PoliciesReusable if/then rules for flows
Channel ScriptsVersioned scripts. The person who approves a script cannot be its author.
StandardsHL7 v2, SMART on FHIR, medicines and terminology. See Standards below.
  • Drafts. A connector’s configuration is read-only until you open a draft. Choose Edit configuration, make your changes, then Review & publish. Every published version is kept and can be rolled back.
  • Approval. A connector can be set to hold its changes to clinical records until someone approves them.
  • Message history. Message logs are kept for at least a day, and each connector can keep them longer.

Developers connecting a system should read the Developer portal.

Integration Topology showing a connected Stripe payments sandbox linked to the Canonical Data Model
The Integration Topology.
Integration Flows with Design channel, Canvas and Quick add buttons and an empty channel list
Integration Flows.
Rule Policies with a New policy button and an empty list
Rule Policies.
Channel Scripts with a New script button, noting that each script must be approved by someone other than its author
Channel Scripts.

Standards

HL7 v2.x

Sets each facility’s HL7 v2 settings: the address and port, the message header identifiers, and whether live messages are received. Values set for the organisation pass down to every facility unless a facility overrides them.

  1. Choose where

    Select the organisation, and a facility if the setting is for one site only.

  2. Override a value

    Choose Override beside the setting, enter the value and Save. The Source column shows where each value comes from.

  3. Turn on live messages

    Set inbound HL7 on, and set the receiving-facility code: the code the sending system puts in each message header (MSH-6) for this facility. The banner confirms when live routing is active.

  4. Go back to the inherited value

    Choose Revert.

Field mapping, message filtering and message logs are in the Integration Topology. Files of HL7 messages imported in bulk do not use these settings. For the sending system’s side, see Step by step: HL7 v2 over MLLP.

HL7 v2.x settings for St Dorothy of God Health Care: live HL7 off, expected message types, sending application and receiving facility code, each with an Override action
HL7 settings, each showing where its value comes from.

FHIR and SMART on FHIR

Register the apps and services that may use your organisation’s FHIR API. It needs the settings.config.update permission and a specific organisation selected.

  1. Register the client

    Choose Register SMART Client and give it a display name.

  2. Choose its type

    Public (no secret, for apps that cannot keep one), Confidential, client secret, or Confidential, JWKS (the app signs with its own key; give its JWKS address).

  3. Set what it may do

    Its redirect addresses (exact matches), allowed scopes, launch mode (from the chart, standalone, or both) and who signs in: staff, patients and families, or both. A patient or family app can only hold patient scopes. A backend service uses system/ scopes and needs no redirect address.

  4. Show it in the clinician app (optional)

    Give its https launch address, choose whether it appears in the person’s chart header or the encounter view, limit it to certain roles if needed, and add a logo.

  5. Copy the secret

    For a client-secret client, the secret is shown once. Copy it to the app’s developer straight away.

  • Rotate issues a new secret. The old one stops working at once.
  • To change a client’s type, delete it and register it again.
  • Staff see the app’s button only if they hold the Launch SMART Apps permission.

The app’s developer will find their side in SMART on FHIR apps, Step by step: a SMART app and Step by step: a backend system.

FHIR / SMART on FHIR listing two clients: a results feed using signed JWT and a public bedside education app shown in the chart
Two registered SMART clients.

Medications

The Terminology (AMT) tab shows which release of the Australian Medicines Terminology prescribing uses. Until one is imported, prescribing uses HealthOS’s own formulary. The AMT is shared by every organisation, so only a global administrator imports a release:

  1. Get the release

    Download the AMT RF2 release from the National Clinical Terminology Service.

  2. Import it

    Either Upload files (the Concept, Description and Relationship snapshot files; keep the browser tab open until it finishes), or From a server path: enter the folder holding the release, Verify, then Import AMT.

  3. Check it

    The progress banner and Import history show when it has finished.

The Pharmacy integrations tab holds your organisation’s connections to pharmacy systems: add one, edit it, turn it on or off, or delete it. An API key is stored encrypted and never shown again.

Medications with the Terminology (AMT) tab showing no release imported and the upload area for the three RF2 snapshot files
The AMT import, before a release is loaded.

Terminology

The Terminology Mappings tab holds code crosswalks, for example from an ICD-10-AM diagnosis to the MBS item claimed for it. Choose New mapping and enter the scheme, source code, target code and a readable label. Once a mapping is saved its scheme and source code are fixed: to change them, delete it and add it again. Mappings are shared by every organisation on the site, so only a global administrator can change them.

The Terminology Services tab holds the terminology servers your organisation uses (for example SNOMED CT-AU, ICD-10-AM, ACHI and LOINC): add one, edit it, turn it on or off with Enabled, or delete it.

Terminology Mappings listing ICD-10-AM codes mapped to MBS items, such as I21 to item 110 for acute myocardial infarction
Code crosswalks used by claiming.

CDM Editor

The Canonical Data Model is HealthOS’s standard set of record types (a person, an episode, an encounter and so on) and their fields. Every import and integration maps its incoming columns onto it. Built-in fields are locked. Your organisation can add its own fields without a software release.

  1. Choose the record type

    Select it in the Entities list.

  2. Add the field

    Choose Add field and give a field name (stored in lower case with underscores), a label, a type (text, number, yes/no, date, date and time, or code) and an optional description.

  3. Use it

    The field appears at once in every mapping picker, for your organisation only.

Removing a field takes it out of the pickers, but values already stored are kept. To change a field, remove it and add it again. Only your organisation’s administrators can add or remove fields.

The Canonical Data Model editor with entities on the left and the person entity's built-in fields, plus one organisation extension
The person record type with one extension field.

AI

Interoperability › AI Providers sets which AI service HealthOS uses:

  • Model routing. Which provider and model serve each kind of task.
  • Anthropic Claude. Its key, default model and limits.
  • Azure AI Foundry. The same, plus your endpoint and deployment. When both providers are on, Azure AI Foundry is used, keeping requests within your own Azure tenancy.

Keys are write-only: the screen only says whether one is set.

Keep AI inside Azure AI Foundry, above the tabs, restricts your organisation to Azure AI Foundry, so no personal information is sent to another AI service. Turn it on only once a Foundry provider is set up: until one is, AI features stop.

Your organisation can also set:

  • AI Handover Policies (Clinical): your own instructions to the handover AI, for the organisation or a facility. A facility’s policy replaces the organisation’s policy with the same title. A policy document can be uploaded as a PDF and turned into draft policies.
  • Family Assistant (Care Admin): turns the assistant for families on or off, and sets its name, your phone number and who it escalates to.

Every AI request is recorded (see Monitoring and audit).

AI Providers with tabs for model routing, Anthropic Claude and Azure AI Foundry, and the premium and standard tiers
Choosing which model serves each tier.
AI Handover Policies listing three policies: open MET calls, falls in the last 24 hours and time-critical medicines
Three handover policies.
Family assistant settings: what it does and does not do, an Available to families switch, the phone number to give people and its name
The family assistant.

Notifications

ScreenUse
Notification RoutingWho is told about an event, such as a deteriorating patient or a change of care, by which channels (in-app, email, SMS), and how urgently
Notification EmailsThe email templates, with a preview and a test send
SMSWhich text message service is used (Amazon SNS or Azure Communication Services) and its credentials, with a test. Found in Integration Topology. Only an administrator can change it.

HealthOS’s standard routing rules cannot be edited. To change one, add a more specific rule: a facility’s rule wins over the organisation’s, which wins over the standard rule.

Notification Routing listing the system deterioration rules: concern, urgent and watch, with roles notified, channels and priority
The standard routing rules.
Notification Emails with a task assigned template, its subject line and status
An organisation’s own task email.

Your website

  • Website Origins (Platform). The websites allowed to send enquiries to HealthOS, such as an enquiry form on your own site.
  • Website Content (Care Admin). Questions and answers, videos and virtual tours. New content stays a draft until it is published, and a price written as {{price:CODE}} always shows the current price list.
Website Origins with one registered origin, a notice that the address without www is not registered, and a Register an origin button
Website Origins warns when only one spelling of your site is registered.
Website Content listing three draft questions with Publish buttons and a notice that nothing is live yet
Draft website questions.

Still stuck? Email support@healthos.net.au