Connecting to SCHIEx
Connecting to SCHIEx can be approached in 5 steps.
Preparation and Steps 2, 3 and 5 will involve you and your technical team/EHR vendor technical representative.
Preparation:
- You and your technology provider should review the
SCHIEx Interoperability Services Guide Draft v1.5.5 (PDF). This Guide provides detailed technical information and tools for the steps involved in connecting to SCHIEx as well as
suggested Onboarding Considerations (PDF) to assist your organization in planning for the on-boarding process. A recorded technical Webcast about the Guide is available on the For Providers - Implementation Resources page.
- Review the SCHIEx Policy Manual. The Manual includes the policy and legal documents that outline the terms of the service and describe the duties and responsibilities of each Participant and the SCHIEx. A recorded Webcast about SCHIEx and key policy requirements is available on the For Providers- Implementation Resources page.
- Contact Us to schedule a time to discuss Connecting to SCHIEx and to clarify technical, policy, or general questions. SCHIEx staff is available to participate in a call with you and your technology representatives to discuss your technical readiness for on-boarding.
Connecting to SCHIEx
Step 1: Register in the SCHIEx Website and submit the signed SCHIEx Legal Agreements and Associated Documents.
Step 1 involves registering a SCHIEx Participant Account using this link.
(At this point you will be able to view and complete the SCHIEx onboarding steps using this secure account.)
Once registered you will be able to access executable versions of the SCHIEx Participation Agreement and the Business Associate Agreement as well as information about the associated documents you will also need to submit. Links to Review Copies of the agreements are below.
- SCHIEx Participation Agreement (review only)
- SCHIEx Business Associate Agreement (review only)
Step 2: Complete Basic Content and Interface Validation
Step 2 involves performing Content Validation using the NHIN approved NIST testing website and Interface Functional Validation using the SCHIEx testing sandbox and completing a Technical Test Credentialing Application.
Step 3: Complete Technical Verification and Validation
Step 3 involves completing the SCHIEx verification and validation procedures outlined in the Test Technical Package, which will be sent to you upon successful completion of Step 2 basic testing.
Step 4: Complete the SCHIEx Subscription and Order Form
As part of this step, each participant is required to complete the SCHIEx Subscription and Order Form that's available online.
Once Steps 1-4 are completed, each SCHIEx membership applicant will be evaluated by the SCHIEx Coordinating Committee. The Committee meets the third Thursday of each month.
Step 5: Receive your Production Technical Package
After you complete the Verification & Validation process and receive approval from the SCHIEx Coordinating Committee, you will be provided with a SCHIEx production technical package. With the SCHIEx policy and legal requirements in place, you are now ready to begin participating in SCHIEx.


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