Integrations & data · Practice guide

Keep work accounted for when an HL7 connection changes

Illustrative situation

HL7 refers to standards used to exchange healthcare information between systems. An interface is replaced while both old and new connections may process the same day-to-day events. Changing a live connection creates a period where old and new arrangements need careful coordination. The business concern is missing or duplicated work. Agree which connection handles each part of the transition and who makes the switch decision.

Healthcare booking calendars on two connected screens with blue and orange appointment cards.
Make the handover between tools clear for the team using them.

What this means for your practice

Plan the changeover with both suppliers, including how expected and received work will be compared. Agree which connection handles each stage and how missing or repeated events will be found.

An example to discuss with your team

Replay a bounded fictional transition set through the test plan.

Healthcare data integration connecting two applications through a field-mapping board.
Agree what each field means and which system owns it.
Healthcare data validation separating matched records from an exception tray.
Make rejected or uncertain records visible for review.

Questions to take to your supplier

Rehearse a bounded fictional set spanning the changeover. Include a reason to return to the old arrangement. Compare expected and received records using agreed references, then assign unresolved differences. A successful switch includes clearing the transition work, not merely activating the new connection.

Agree the working process

Agree a transition plan with both suppliers and the business owner before replacing the connection. Define which arrangement handles events before, during and after the change, using references or boundaries everyone can explain. The plan should cover work already waiting, late arrivals and a possible return to the previous setup. Ask who decides to proceed or reverse and who communicates the active arrangement to staff. Use a bounded fictional set that spans the transition in testing, then compare expected records with the results on the receiving side.

Include an item that could be processed by both connections and one that could be missed between them. Assign ownership of differences rather than assuming the technical switch resolves them. Keep the old and new event histories available under the agreed arrangements for investigation. Closing the transition should mean the affected work has been accounted for, with any remaining exceptions visible and owned, as well as the new connection being operational.

How to check the result

Count duplicated or missing events still unresolved after the connection changeover.

Turn reading into a next step

Your action checklist

Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.

Checks to discuss

Record what you know, what is still missing and the answer you need from your team or supplier.

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Further reading

These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.

Related guides

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