Guideline Editor Overview

With the Smart Trading Cloud Repository, you can create and edit your custom guideline specifications or edit a standard system guideline document to help meet your business or transaction requirements.

A guideline is a hierarchically-structured standard specification with structural and logical rules that is sent between trading partners.

When you open a guideline, the Guideline Editor presents a tree view of the guideline, that allows you to navigate through the parent/child guideline nodes (graphical representations of a guideline structure). Nodes are individual items in a guideline tree that summarize the details of values or other nodes, and may or may not roll up into other nodes or levels. A node can be a parent and a child at the same time depending on its location within the guideline tree. Adding a node allows you to add critical or missing information to complete the guideline document.

The Guideline Editor contains two panes:

  • The right pane displays general details on the selected node.
  • The left pane displays the full structure of the selected guideline in a tree view mode.

The left pane represents guideline nodes differently depending on the standard of the guideline. For example:

Each node of the guideline is color-coded and displayed with a folder icon to represent its function within the guideline. The icons for the EDI guidelines are as follows:

Transaction node: A yellow folder.

Loop node: A red folder.

Segment node: A green folder.

Composite node: A purple folder.

Element node: A blue file.

Standard code list node: A green list box.

Composite code list node: A gray folder.

Each node of the guideline is color-coded and displayed with a folder icon to represent its function within the guideline. The icons for HL7 guidelines are as follows:

- leaf nodes, such as fields, simple fields.

- segments.

- code lists.

- the rest of the nodes.

- code lists.

- leaf nodes.

- the rest of the nodes.

To create a new guideline document based on one of the available templates, see Create New Guideline.

 

Watch the video tutorial that guides you through the basics of working with the HIPAA guideline specifications in the Cloud Repository.