# Set up your onramp to Carequality

With an <u>onramp to Carequality</u>, you can search for and push patient data to the Carequality Interopability Framework. This article outlines how to set up your onramp: 

1. You must qualify to be a Carequality participant.
2. You and Redox set up the appropriate credentials and IDs to work with Carequality. 
3. You must complete tech validation to test your setup with Carequality before going live. 
4. Migrate to production. 

Review the details for each step below. 

## Step 1: Qualify to be a Carequality participant

Before using <u>**Network Onramps**</u>, you must qualify to be a Carequality participant. The qualifying process should begin _before_ signing a contract with Redox. If you haven’t qualified yet, reach out to your Redox sales rep to begin the qualifying process. 

Carequality requires that you fill out a form before going live. Organizations that meet the <u>**Treatment Purpose of Use**</u> will find the most value in joining since all participants must respond to your queries. Organizations with other Purposes of Use may join but might not receive responses from participants.

An organization must be a <u>**Principal**</u> (i.e., a participant or sub-participant acting as a <u>**covered entity**</u>) to use the <u>**Treatment**</u> Purpose of Use. If your organization doesn’t meet the criteria for Principal and is a <u>**Delegate**</u> instead, you’ll need to get a validated Delegate Attestation from a Principal to meet the Treatment Purpose of Use. Talk to your Redox sales rep if you have any questions about the attestation process. 

> **Treatment**
>
> The U.S. Department of Health and Human Services (HHS) defines _treatment_ in the Privacy Rule at 45 CFR 164.501:
>
> > “Treatment” generally means the provision, coordination, or management of health care and related services by one or more health care providers, including the coordination or management of health care by a health care provider with a third party, consultation between health care providers relating to a patient, or the referral of a patient for health care from one health care provider to another.

> **Failing to comply with Carequality rules**
>
> If you fail to comply with Carequality rules or falsely represent your <u>**Purpose of Use**</u>, your Carequality participation may be suspended. [Talk to a Redoxer](https://redoxengine.com/forms/contact-us/) if you’re concerned about complying with any of the rules.

## Step 2: Set up credentials and identifiers

You’ll work with Redox to set up the appropriate credentials and identifiers for working with Carequality. These are the things you’ll need: 

- source and destination IDs
- data on demand destination ID
- OAuth API key ID and secret
- OIDs for organization, patients, and documents ([learn about OID structures](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/carequality-identity-and-organization-structure))

### What you’ll do

1. [Create and authenticate an OAuth API key](/api-reference/redox-data-model-api/authenticate-an-oauth-api-key).
2. Refer to our API specs and complete dev work for the relevant Redox data models or Redox FHIR resources. You’ll use these to query or write back data to Carequality. 
   - <u>**Supported Redox data models**</u>
     - [`Organization.New`](https://docs.redoxengine.com/permalink/organization-new)
     - [`Organization.Update`](https://docs.redoxengine.com/permalink/organization-update)
     - [`PatientSearch.Query`](https://docs.redoxengine.com/permalink/patient-search-query)
     - [`PatientSearch.LocationQuery`](https://docs.redoxengine.com/permalink/patient-search-location-query)
     - [`Organization.Query`](https://docs.redoxengine.com/permalink/organization-query)
     - [`ClinicalSummary.PatientQuery`](https://docs.redoxengine.com/permalink/clinical-summary-patient-query)
     - [`ClinicalSummary.DocumentQuery`](https://docs.redoxengine.com/permalink/clinical-summary-document-query)
     - [`ClinicalSummary.DocumentGet`](https://docs.redoxengine.com/permalink/clinical-summary-document-get)
     - [`ClinicalSummary.VisitQuery`](https://docs.redoxengine.com/permalink/clinical-summary-visit-query)
     - [`ClinicalSummary.VisitPush`](https://docs.redoxengine.com/permalink/clinical-summary-visit-push)
     - [`PatientAdmin.NewPatient`](https://docs.redoxengine.com/permalink/patient-admin-new-patient)
     - [`PatientAdmin.PatientUpdate`](https://docs.redoxengine.com/permalink/patient-admin-patient-update)
     - [`PatientAdmin.PatientMerge`](https://docs.redoxengine.com/permalink/patient-admin-patient-merge)
   - <u>**Supported Redox FHIR resources**</u>
     - [`Organization create`](https://docs.redoxengine.com/permalink/9387fce6-d4b4-52be-adb2-70f56f73bdf5-create)
     - [`Organization update`](https://docs.redoxengine.com/permalink/9387fce6-d4b4-52be-adb2-70f56f73bdf5-update)
     - [`Patient_search`](https://docs.redoxengine.com/permalink/760c1cad-07a0-5a62-98a2-42b2a25c0534-search-type)
     - [`DocumentReference_search`](https://docs.redoxengine.com/permalink/99e94927-8ac9-55e0-aa05-a1c6dc20d58d-search-type)
     - [`DocumentReference read`](https://docs.redoxengine.com/permalink/99e94927-8ac9-55e0-aa05-a1c6dc20d58d-read)

### What Redox does

1. Sets up a <u>**destination**</u> for your <u>**data on demand**</u> repository. This is where you’ll push your patient data and documents. 
2. Configures your subscription(s) to Carequality. _You must have already created an OAuth API key for a Redoxer to complete this step._ 
3. Provides all <u>**destination IDs**</u> for you to test any Carequality requests:

| Request purpose | Development ID | Production ID |
| --------------- | ---------- | ------------- |
| Perform a broad patient search | `adf917b5-1496-4241-87e2-ed20434b1fdb` | `97f2dc1d-c71b-43a7-a436-9b789d44c804` |
| Perform a patient search within a specific organization | `1ca254a8-8d42-4593-abb4-b21399d9de57` | `6391b961-55ae-430b-a789-cf575f03fca0` |
| Query for/create/update/delete an organization | `a07afe3b-d247-4415-827f-6837707e1b8b` | `5d0fd248-6c52-4ad9-b907-ae10bf2dcc39` |
| Search for a clinical summary/document | `ec745338-8849-43ad-a7ce-4bc5bf1d8b89` | `628cbf79-1156-4923-b9d0-285906160ed6` |
| Save patient details and documents to your data on demand repository | This is specific to your organization. Redox provides the destination ID for data on demand. | This is specific to your organization. Redox provides the destination ID for data on demand. |

## Step 3: Tech validation

Before go-live, you must perform tech validation. [Learn about submitting a tech validation request](https://docs.redoxengine.com/permalink/4h0GI8VNWmiktosfODJQz9/#submit-a-request-to-redox-help-center) (<u>**Onboarding**</u> \> <u>**Tech Validation**</u> type) to the Redox Help Center.

For your own testing, download the <u>**Postman collection**</u> and <u>**environment**</u> from the Redox dashboard. Navigate to the <u>Developer</u> page \> <u>Test Tools</u> tab \> <u>Dev Tool Downloads</u> tab. Under the <u>Network Onramps</u> heading, click the **Collection** and **Environment** buttons to download each one. 

> **Postman security**
>
> Since there are known security risks with using Postman, make sure that you don’t use production data or credentials. Postman should only be used for testing purposes.
>
> Don’t forget to [check out our Carequality test patient data](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/test-sandbox-for-onramp-to-Carequality).

There are notes within the Postman collection to the right of most of the directories. These comments help you decide between your options, explain the specific fields, and tell you what may change between production/development environments or individual queries. The comments also indicate which environment variables change regularly. 

The values are found within the environment and include comments with the following prefixes:

| **Value prefix** | **Definition** |
| --- | --- |
| `[Static]` | Keep this value the same except when switching from development to production. |
| `[Provided]` | Copy these unique-to-you values (provided by Redox) and paste in the `Current Value` field. |
| `[Input]` | Enter this value based on your specific organization (i.e., your organization’s name). |
| `[Auto]` | Populates automatically, typically for ID or ID type fields. We do this by automatically saving any ID or ID type fields that you received from previous calls, then automatically populating for future calls. |

To complete technical validation, you must send test messages to validate your system. We divide each of these tests into their own how-to: 

1. [Create and maintain your organization record](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/create-a-carequality-organization-record).


> **Multiple organizations**
>
> If you have multiple organizations, you must create and maintain organization records for each.


2. [Search for patient records](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/search-for-patient-records). 
3. [Request patient documents](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/request-patient-documents).
4. [Maintain your Redox repository](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/maintain-your-redox-repository-for-carequality). 

## Step 4: Migrate to production

Once you’ve finished tech validation with Redox,[ submit a go-live readiness request](https://redoxengine.zendesk.com/hc/en-us) (<u>**New**</u><u>**/**</u><u>**implementing connection**</u> \> <u>**Go live readiness**</u> request type) so that we can help you migrate to production. 

> **FYI: Message limits**
>
> There’s a message limit for incoming and outgoing messages to Carequality via Redox. If an incoming message from Carequality is over <u>40 MB</u>, the message errors. Likewise, you can’t send any outgoing messages over <u>40 MB</u>.

After migrating to production, make sure to push patient demographics and visit details to your <u>**data on demand**</u> repository. This allows Redox to respond to incoming requests from other Carequality participants.

> **Don’t use test data in production**
>
> You shouldn’t use test data with other clinical network participants in production. Doing so could result in your network access being temporarily suspended.

> **Onramp to Carequality resources**
>
> **Basic information**
>
> - [Interact with clinical networks](/how-to-use-redox/interact-with-clinical-networks)
> - [Carequality identity and organization structure](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/carequality-identity-and-organization-structure)
> - [Carequality FAQ](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/carequality-interoperability-framework-faq)
> - [Carequality test patients](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/test-sandbox-for-onramp-to-Carequality) (contains patient data to use when testing)
>
> **How-to**
>
> - [Set up your onramp to Carequality](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/set-up-your-onramp-to-carequality)
> - [Create and maintain an organization record](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/create-a-carequality-organization-record)
> - [Search for patient records](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/search-for-patient-records)
> - [Request patient documents](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/request-patient-documents)
> - [Maintain your Redox repository](/how-to-use-redox/interact-with-clinical-networks/onramp-to-carequality/maintain-your-redox-repository-for-carequality)
>
> **Troubleshooting**
>
> - [Common Carequality errors](/troubleshooting/troubleshoot-carequality-interoperability-framework-errors)
