Integration Tab

Integration Tab

Select the Integration tab to view and configure the XML formats used for exporting content to use with other applications. When configuring the XML format, choose the vocabularies that you want to export your content in, and the order in which vocabularies should be used.

• The vocabularies that are available must first be set up from the Vocabulary Manager Home screen. See Working with Vocabularies.

Configuring Exports

To configure an export format, complete the following steps:

1. From the Integration tab in the Environment Manager, click the Configure link.
2. Select the vendor and system that you want to configure for export and then click the Next button.
   

• Vendor vocabulary must be available in the Vocabulary Manager Home screen first before it can be referenced to export.

3. Select an export format and click the Next button.
4. Populate the Export Vocabularies list box with the vocabularies that you want to use in your content.

• To add a vocabulary to the Export Vocabularies list box, select a name in the Environment Vocabularies list box and click the Add link. The vocabularies available in the Environment Vocabularies list box are dependent on the selected system.
• To remove a vocabulary from the Export Vocabularies list box, select a name in the Environment Vocabularies list box and click the Remove link. The vocabulary now appears in the Environment Vocabularies list box.

5. Select a vocabulary in the Export Vocabularies list box and use the Up or Down link to indicate the order in which vocabularies will be used in the export file. This step is only necessary if one Zynx term is linked to terms in multiple external vocabularies.
6. Click the Save button. You return to the Integration tab to view the format you just configured for export.

When you export content, the export formats that you configure in the Integration tab will be available as choices in the Export dialog box. See Exporting Order Sets and Exporting Plans of Care.

Removing an Export Format

To remove an export format, from the Integration tab in the Environment Manager, click the export name to select it and click the Remove link.

Generating a Mapping Report

For any content you wish to export, you can generate an Orderable Items report that shows whether Zynx terms are mapped to equivalent concepts in the external vocabulary used in a particular export format.

This report lists the order items, PIVOT IDs, and associated external IDs for the content that you wish to export. Use this report to quickly see which Zynx terms still need to be mapped to equivalent concepts in the external vocabulary before you export the content. To generate the report, complete the following steps:

1. From the Integration tab in the Environment Manager, select an export name and click the Mapping Report button. Content owned and created by the local environment appears in a tree-view structure.
2. Select the content you will be exporting.
   

• To select all content, select the check box next to the Our Content folder.
• To select all content within a subfolder, select the check box next to the folder name.
• To select individual order sets or plans of care, select the check box next to each item.
  

3. Click the Generate button. A dialog box appears asking if you want to open or save the file.To open the report, click the Open button. Otherwise click the Save button to save it and open it later.

The report opens as a Excel spreadsheet, displaying the Zynx terms and assigned PIVOT IDs that appear in the selected content. A value in the External ID column indicates that the Zynx term is mapped to an equivalent concept in the external vocabulary.