• HealthShare Patient Index Technical Specialist Certification Exam - BETA

    InterSystems Learning Services has prepared a new certification exam "HealthShare Patient Index Technical Specialist" and is looking for candidates to take the beta version of the exam. 

    Why participate?

    1. Participation is free ($150 value) and gives you one exam attempt. Passing the exam earns you the full credential. 
    2. Help the Certification Team at InterSystems set a statistically valid passing score for the exam.
    3. You'll get first access to the exam!

    How to participate

    1. Review the exam details below and, if you would like to participate, let us know.
    2. Write to to request access, and we'll walk you through the process.
    3. Hint - Read the Exam Details below so you know what's on the exam and are best prepared to be successful!

    • HealthShare Patient Index Technical Specialist (Beta) 

      Important Note: This exam will be offered initially in beta test mode. This means that early exam takers will not be given their results immediately at exam completion because their results will be used to calibrate and validate the exam itself. Once the exam is validated by our staff, pre-validation exam takers will be notified of their result and subsequent exam takers will get their results immediately upon exam completion. In any case, both pre-validation and post-validation exam candidates who receive a passing score will receive the same certification credential. 

      Exam Details

      The HealthShare Patient Index Technical Specialist exam is designed to validate core skills for technical professionals who implement, train, and support all aspects of HealthShare Patient Index.

      Target Exam Role: 

      A HealthShare Patient Index Technical Specialist is an IT implementation professional who has 6-12 months experience with installing, configuring and supporting the HealthShare Patient Index product to provide either a standalone system or as a master patient index for the HealthShare Unified Care Record. The Technical Specialist also has domain expertise in the use of master patient index operations to enable the identification of problems in data and the training of users.

      Exam Parameters:

      • Number of questions: 79
      • Exam time limit: 2 hours
      • Passing Score: Not yet determined due to Beta
      • Language Offered: English

      Recommended preparation:

      Classroom courses HealthShare Patient Index and HealthShare Unified Care Record Fundamentals, or equivalent experience. Online courses HealthShare Patient Index OverviewInterSystems IRIS Business Intelligence Overview and InterSystems IRIS BI: Analyzer are recommended, as well as reading HealthShare Patient Index Documentation.

      Note: HealthShare Documentation requires WRC credentials for access and viewing privileges.

      Recommended practical experience:

      • 6-12 months working in HealthShare Patient Index implementation, version 2018.1 or higher, completing at least one project.
      • Knowledge of Patient Index standalone installation and operation

      Exam Practice Questions
      This exam includes a set of practice questions to help candidates familiarize themselves with question formats and approaches. The document is here.

      Exam Topics and Content

      The exam contains question items that cover the areas for the stated role as shown in the KSA (Knowledge, Skills, Abilities) chart immediately below. The question items are presented in two formats: multiple choice and multiple response.

      T28Installs and configures HealthShare Patient IndexT28.1Installs HealthShare Patient Index software, creates and configures Patient Index production

      Installs HealthShare Patient Index software; Uses Installer Wizard or script to create Patient Index Production; Installs custom Patient Index classes; Completes post-activation setup; Creates environments to support development and production Patient Index systems; Enables and configures Data Quality Tool; Creates a dedicated tuning system for testing incoming data from new site; Implements security protocols to protect patient data; Loads demographic data from each data source; Creates user accounts; Defines custom system settings;

      T28.2Updates Linkage Definition and data feeds

      Collects information on demographic data available from site; Appraises information on organization's demographic data; Selects normalization approach for problem data; Modifies parameter values and system settings in Definition Designer; Reviews and revises threshold values; Evaluates effectiveness of changes on tuning process; Recommends corrective action for data quality issues; Recommends Composite Record trust tiers and aging factors; Recommends changes to rules;

      T28.3Plans and executes data load from source systemsSelects initial data loading approach; Configures and tests initial data loading mechanism; Configures ongoing data loading process;

      T28.4Manages Linkage Builds in development and test systemsSelects Linkage Rebuild process; Executes linkage build; Reviews status of builds;

      T28.5Prepares Patient Index system for go-liveUses configuration check utility to validate production system configuration before go-live; Updates security settings before go-live; 

      Analyzes customer data


      Analyzes Patient Demographic Data to identify problem data

      Identifies data quality issues that will cause linkage problems; Discovers data problems using Data Quality tool; Analyzes data using SQL queries; Analyzes pairs using Worklist; Reports data quality issues identified through analysis of site data;

      T29.2Specifies data correction protocolsDetermines best approach to resolve data quality issues; Designs modifications to system components to handle data quality issues; 
      T30Trains users on Patient Index functionality and risk managementT30.1Explains patient safety implications for mis-identified patients

      Identifies impact of errors in MPI on patients, clinicians, organizations; Demonstrates display implications for linkage conflict categories using Unified Care Record Patient Search; Describes worklist categories that present the greatest patient risk; 

      T30.2Explains fundamental Patient Index conceptsExplains Categories and their impact on the display of patient clinical data; Explains probabilistic versus deterministic matching; Explains deterministic identifiers; Explains the use of normalization and agreement; Explains the use of rules to fine-tune the matching processes; Describes built-in rules; Explains agreement/disagreement weights and their evaluation against thresholds;

      T30.3Explains system settings impact on Worklist display and useReviews organizational patient identification decisions reflected in system settings and their impact on system behavior with customer staff; Recommends documentation of organization problem resolution and problem escalation processes; Describes impact of organizational policies on linking;


      Describes use of worklist filters and search options for record selection

      Explains overlap/overlay difference; Explains Worklist categories; Explains the use of Worklist filters; Describes the fields in the Worklist results table; Demonstrates Worklist search capabilities; Examines record pairs near autolink threshold; Explains filtration scenarios that do not locate any record pairs;


      Explains worklist actions

      Demonstrates Worklist linking actions; Explains use of Custom Status and Assign to User; Demonstrates use of Whole Record Viewer to identify worklist records with more than one link or potential link; Explains that linkage conflict categories need careful research by an experienced staff member;


      Explains use of Patient Index Patient Search menu option

      Explains use case for Patient Index Patient Search menu option; Demonstrates Patient Index Patient Search;

      T30.7Teaches use of Alternate ViewsExplains alternate view use cases; Explains alternate view screen layouts and navigation; Demonstrates alternate view actions; 
      T31Supports Patient IndexT31.1Troubleshoots Patient Index issues

      Resolves lack of data in Composite View; Identifies records impacted by medical record number re-use; Recommends actions to fix records impacted by medical record number re-use; Manages linkage Builds; Diagnoses complaints about system slowdowns;

      T31.2Evaluates database pointers using Data Integrity Check UtilityOperates data integrity check utility; Assesses errors identified by data integrity check utility; Reports unresolved data integrity check utility issues;


      Monitors data quality

      Employs tools to perform ongoing quality management for incoming data; 


      Monitors and manages system size

      Employs database tools to monitor and manage system growth; Examines HealthShare Usage Dashboards to monitor system activity; Manages Audit Log size;

      T31.5Manages mirror instancesManages failover instance updates that are not performed by the system; Evaluates mirroring status; Solves mirroring failover issues;