National EDT Meeting
Tues 29th July 2014
Chris McMail
Agenda
• Welcome and Introductions
• EDT Overview
• Deployment Status
• Document Volumes
• Sharing Agreements
• Current Hub Version
• Source Connectors – Types and Configuration
• Voice Technologies – James McPherson
• Roadmap
• Change Requests
• Document Rejections
• EDT Lite
• EDT Capture
• EDT Mailroom – David Marsden
• Bi-directional Hub
• Folder Monitor
• Hub Monitoring
• End Point Maintenance
• AOB
EDT Overview
Hub Process
Inbound API is presented as a Web Service. All documents are added
to the Hub using the API through either direct or indirect methods.
• Direct to the Web Service (system to system interface)
• Hub Document Capture Interface
• ITK Adaptor - for systems who can produce an ITK 2 compliant Clinical correspondence
The API requires conformance to a set of minimum metadata, which includes the document itself.
Recommended Specs
DocMan Hub
• Server Windows 2008 R2 or Higher
• Dual core/Quad core processor
• 8-16GB of RAM
• Three 100-500GB Hard drives (One for the websites and operating system, one for the database and one for the backups and archives)
• Back up facility (DLT/SAN etc)
DocMan TIFF
• Single Xeon Processor
• 4GB RAM
• 50GB hard drive
• Backup facility (DLT/SAN etc.)
• Windows 2008 R2
• Microsoft Word 2007+
• Foxit PDF Reader
• IE7 or Above
Hub Process
Hub Web Service API
A public “Inbound” Web Service Based API to support incoming Docman Hub Documents posted within a XML
message structure known as the Docman Hub Message specification (EDT WSAPI).
All incoming documents are passed into EDT via this API. The API is presented as a synchronous web service over
HTTPS (HTTP in non-live environments).
The API uses the Microsoft .Net platform
There is no direct access to the Docman Hub infrastructure other than through this API. Sending applications may use
the API to check on the current status of posted documents in order to find out if they have been collected or
rejected by the receiving practice.
Security
It is mandatory that customers use SSL to encrypt all inbound and out bound connections to the Hub. This is achieved
through applying an SSL certificate. The customer is responsible for network security and the provision of an
appropriate SSL certificate.
Role based access to EDT Console provides controlled access to the features and functions within the EDT Console.
The access Log provides an audit trail of who has logged into the EDT Console and when.
User security allows the operator to specify minimum password length, expiry time and required complexity.
Delivering to GP Practices
A Private “Outbound” Web Service is utuilised to allow outgoing doucments to be collected securely by ‘Endpoints’
Via EDT or EDT Connect Lite.
DEPLOYMENT STATUS
• All Mainland Boards Implemented
• NHS Shetland in – 5th August
• W.Isles/Orkney – In Discussion
• Golden Jubilee Installed
No end points will need sharing agreement.
Document Volumes
Hub
Jan
Feb
Mar
Apr
May
Jun
Jul
Aug
Sep
Oct
Nov
Dec
Total
NHS Ayrshire and
Arran Health Board
41,268
40,707
41,070
39,518
44,784
29,965
237,312
NHS Borders
12
0
20
0
1
20
53
Tayside NHS Trust
171,849
164,419
151,737
153,572
162,914 165,998
970,489
NHS Dumfries and
Galloway Health
Board
35,485
40,589
12,949
29,328
28,516
28,271
175,138
NHS Fife
33,605
31,218
33,123
33,017
39,156
39,974
210,093
NHS Forth Valley
5,474
5,309
6,201
6,020
6,625
3,058
32,687
NHS Grampian
13,695
21,664
2,044
13,139
16,528
16,768
83,838
NHS Highland Health
30,974
Board
28,207
28,724
31,017
32,350
44,360
195,632
NHS Lanarkshire
67,498
66,284
67,661
71,080
80,482
77,135
430,140
NHS Lothian
88,626
244,912
32,919
134,741
149,432 155,903
806,533
153,875
150,177
152,426
169,821 163,999
955,232
NHS Greater Glasgow
and Clyde Health
164,934
Board
Sharing Agreements
Process
Discovery Service
Firewalls
Relayed Documents
Responsibility
Support
Responsibility for (User) Rejections is originating hub.
Hub Versions
Docman Hub
Hub Versions
EDT Hub Versions
Health Board
Version
Ayrshire & Arran
800.810.4948
Borders
80.0.810.15370
Dumfries & Galloway
80.0.800.17666
Fife
800.810.4948
Forth Valley
800.810.4948
Glasgow
800.810.4948
Grampian
800.810.4798
Highlands
800.810.4798
Lanarkshire
800.810.4948
Lothian
800.810.4757
Tayside
80.0.800.17666
CURRENT VERSION
800810
• Document list - A Column has been added to display the sending organisation.
• Relayed Documents – A Column has been added to display the destination hub.
• Tiff Conversion – Tiff Conversion can be switched on or off for documents remotely added to the hub.
• Document Source Screen - Fix applied to resolve the tiff conversion setting to display incorrectly.
• End point Activity Screen – Fix applied to resolve an issue affecting the date filters.
• Change Password – Fix applied for when a password is changed, it displays the Log in Screen and not the site.
• Users receiving documents are now able to reject delivered documents via the details screen.
• Users must select a reason for rejection from the drop down list before clicking the reject button.
Now Available
800850
Detailed Reporting
800850
Enhancements to END Point list to display additional fields.
Email Address, Date last collected and export facility
800850
Additional fields to document source list.
Alert Email Address and Total Docs
And Export facility
800850
Changes to Document List
Contributor, Rejected Count, Show Archive Checkbox.
Ability to resend or delete waiting or rejected documents by checkbox
800850
Tooltips added to End Point and Source Activity Screens
800850
Ability to search on Patient ID, Chi number or Patient Name
800850
Additional Data on Main Menu
800850
Ability to add a comment when resending
800850
Updateable Notes Field
Next Release - 80875
Relayed Documents
An addition has been made to the Relayed Documents table to now record the local document ID.
The document is now stored on the originating Hub.
Next Release - 800875
Relayed Documents
A new document status of ‘Relayed’ has now been included. Additional ‘Last checked column’. This
shows when the remote document was last checked by the maintenance service. If >24hours it will
display a warning.
Next Release - 800875
Relayed Documents
Relayed Document Status is highlighted in colours to make it consistent to main document list
screen.
Green - Dcument waiting
Grey - On old
Red - Rejected
Orange - Conversion pending
Black – Delivered/Deleted
Blue - Processed
Next Release - 800875
Relayed Documents
Ability to add a comment when resending a document.
Next Release - 800875
Web Admin Console
New search checkbox for Relayed documents
Next Release - 800875
Enhanced User Interface.
Activity panel shows cleared view of originating stats versus relayed stats.
Next Release - 800875
Maintenance Service
The maintenance service now has an extra process, set by default to 1 minute but this value can be
modified by admin to assist load balancing. This loops through the documents in the Relayed
Documents table and asynchronously retrieves the status and any rejection information from the
remote web service and updates the local Relayed Documents
Document Sources
A document source is where the document originates.
Document sources can be added to the hub which are then given a
unique ID.
Document sources can be made inactive at anytime
LIVE EXAMPLES
Active Document sources currently used in GG&C.
LIVE EXAMPLES
Active Document sources in Fife
LIVE EXAMPLES
Active and inactive document sources in Fife.
SOURCE CONNECTORS
Trakcare
Tayside Referral Management
Boss (Ensemble)
Winvoice
Adastra
Sci Store
MiDIS
Plumbtree
Tayside EDD
Lab Results
Folder Monitor
Connector Issues
800850 will provide better reporting
Inefficient Connectors
Voice Technologies
James McPherson
Voice Technologies
Product Roadmap
v9.1
Sep 2014
• DB migration
• Increased
Performance
• Enhanced Scalability
v9.2
Mar 2015
• National
Hub/endpoint
directory
• Option print
fulfilment
• New delivery options
• Scope TBC
Future
TBC
• New input methods
• New endpoint types
• Your ideas!
Version 800900 (v9.1)
Migration from MySql 3.5 to MySql5 (database)
Better recovery tools, fully transactional and future proof.
Built-in options for Resilience and Replication.
Porting Tool
Safe transfer of data and documents when migrating from old veriosn to new platform.
Hub Data Optimisation
Reindexing tools for the database to increase response times.
Upgrade >net framework to 4.5
Underlying infrastructure
Migrate Documents from Database to new file store
Reduce database size, increase repsonse times for database, reduce time to recall data through
management console.
Change Requests
Document Rejections
User Rejections currently disabled in most Board Areas (but not all!!)
EDT Connect Lite
• Designed for non-DocMan sites.
• Hospital Departments, Consultants, Ophthalmic, Dental, Hospice, Pharmacy.
• Configure end points on Hub
• Sits in Windows system tray
• Scheduled collection times
• Collected documents placed in Local EDT Inbox.
• Documents can be rejected back to Hub
• Full audit logs
• No Licence charges
EDT Connect Lite
EDT Connect Lite
EDT Connect Document Organiser
EDT CAPTURE
• Virtual Print Drive
• Designed for lite touch or legacy systems
• DocMan or Non-DocMan sites (Capture from within DocMan)
• No Software Licence Costs
• Full End to End Auditability
EDT CAPTURE
EDT MAILROOM
David Marsden
NHS Greater Glasgow & Clyde
More Hub
Folder Monitor
Bi-Directional Hub
Additional Metadata
DepartmentName will map to the department i.e.Biochemistry/Haematology
ReportCode will map to the folder in DocMan i.e. ‘Labs’
End Point Maintenance
Useful Links
PCTI EDT Server API Specification - http://www.pctisolutions.co.uk/resources/xml/EDT_Server_API.pdf
PCTI EDT Document Type Definition (DTD) - http://www.pctisolutions.co.uk/resources/xml/ReportMsg_EDT_03.zip
Sample Message containing an HTML document payload - http://www.pctisolutions.co.uk/resources/xml/edts_sample_htm_edt03.xml
Sample Message containing a binary encoded TIFF document payload http://www.pctisolutions.co.uk/resources/xml/edts_sample_enctif_edt03.xml
PCTI EDT Message Specification - http://www.pctisolutions.co.uk/resources/xml/EDT_MEssage_Specification.pdf
EDT Test Harness Application - http://www.pctisolutions.co.uk/resources/xml/EDTH_TestHarness.zip
A fully functioning test interface is available - http://www,pctisolutions.co.uk/EDTWebservice/EDTWebService.asmx
Service Description of .net based web service - http://www.pctisolutions.co.uk/EDTWebService/EDTWebservice.asmx?WSDL
DocMan Metatags
Hub Monitoring
Lothian Hub Alert (24hr no collection calls only logged in
Afternoon)
Possible Action
22/04/201
4
AM
PM
Console Checks
Is Webservice Running (Y/N)
Status of Hub Console (Green / Yellow / Red)
Raise call and fix
Raise Priority 1 call and fix
Y
Green
Documents Waiting
Documents On Hold
Documents Rejected
Documents Rejected By Conversion
Dcouments Rejected By Receiver
Documents Rejected By System
Documents Pending Conversion
Total Document Count
Report to HB - Raise call
Raise call and fix
Active End Points
Active Document Sources
End Points not Collected (last 24hrs)
Transmission Errors (last 24hrs)
Raise call and fix
PCTI Hub dashboard
Drive - C:\
Drive - E:\
Ensure the "last reported date" on dashboard is same day
Raise with PCTI if not same day
Last archive date
Largest Database Table Size
Database Size
Server - Maintenance check - EOD procedure (Y/N)
Raise call
>4GB Raise call and fix
>4GB Raise call and fix
Raise call and fix
Technician Doing the Checks (use initials)
Y
Green
7855
2
0
0
0
0
3290
586317
2917
2
5
0
0
5
1175
587092
129
12
129
12
111
0
25
5
80GB
80GB
369GB
369GB
21/04/201 22/04/201
4
4
19/04/201 21/04/201
4
4
3.3GB
3.3GB
3.6GB
3.6GB
N
y
RC
RC
Hub Monitoring
24 Hour No Collection
23/07/2014
PM
70179 Craigmiller Mg
70982 Craiglockhart Mg
Slateford Mp
Ferniehill Surgery
Newland Mp
Sutherland House Surgery
70785 St Triduana's Mp
West Calder Mp
Edin Homeless Practice
Deans & Eiliburn Mp
Southside Surgery
Tyne Medical Practice
24/07/2014
PM
70215 Riverside Practice
70610 Liberton Mg
70997 Morningside Mp
70164 Cromwell Harbour Practice, Dunbar HC
78077 St Triduana's MP
77286 West Calder Medical Practice
70785
78147
70963
78325
70893
76000
AOB