Information Needed Before Merging

You will need the names and locations of three guidelines before running a merge:

Guideline	Contains …	Usual Location
Master guideline	Contains the structure that you want for the production guideline. HIPAA users: this is the levels 1-7 HIPAA guideline provided by TIBCO Foresight.	One of these: EDISIM’s User Files\Public Guidelines directory. HIPAA Validator® Desktop’s Database directory. Instream®’s Database directory.
Spoke guideline	Typically contains your own company business rules. This guideline is usually created at your company with EDISIM Standards Editor.	EDISIM’s User Files\Public Guidelines directory.
Production guideline	Company business rules plus Factory rules. For HIPAA users: Company business rules plus all levels of the HIPAA rules.	Create in any directory. For use with HIPAA Validator Desktop, copy to HIPAA Validator Desktop’s Database directory. For use with Instream, copy to Instream’s database directory. For use with EDISIM, copy to EDISIM’s User Files\ Public Guidelines directory (guideline cannot be used with EDISIM if it is merged with a HIPAA levels 1-7 guideline).

Guideline

Contains …

Usual Location

Master guideline

Contains the structure that you want for the production guideline.

HIPAA users: this is the levels 1-7 HIPAA guideline provided by TIBCO Foresight.

One of these:

EDISIM’s User Files\Public Guidelines directory.

HIPAA Validator® Desktop’s Database directory.

Instream®’s Database directory.

Spoke guideline

Typically contains your own company business rules. This guideline is usually created at your company with EDISIM Standards Editor.

EDISIM’s User Files\Public Guidelines directory.

Production guideline

Company business rules plus Factory rules.

For HIPAA users: Company business rules plus all levels of the HIPAA rules.

Create in any directory.

For use with HIPAA Validator Desktop, copy to HIPAA Validator Desktop’s Database directory.

For use with Instream, copy to Instream’s database directory.

For use with EDISIM, copy to EDISIM’s User Files\ Public Guidelines directory (guideline cannot be used with EDISIM if it is merged with a HIPAA levels 1-7 guideline).

HIPAA Users: Identifying a TIBCO Foresight-supplied HIPAA Guideline

If you don't know which HIPAA guideline corresponds with your spoke guideline, open your company guideline in EDISIM, choose File | Properties, and look at the Industry Identifier Code.

If it ends with A1: The guideline is based on the addenda. You can look up the corresponding HIPAA guideline name in TIB_fsp-instream_n.n.n_GuidelineReference.pdf in the Doc directory. Look in the column for Validator Guideline Addenda Types 1-6. If you are planning to use the merged guideline with Docsplitter or Response Generator, use the GuidelinePlus column.

If it does not end with A1: The guideline is not based on the addenda. You can look up the corresponding HIPAA guideline name in TIB_fsp-instream_n.n.n_GuidelineReference.pdf in the Doc directory. Look in the column for Validator Guideline Types 1-6.

You may want to write the HIPAA guideline name down, since you will be typing it into a batch file or dialog box.