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The Agency for Health Care Administration (AHCA) Selects CRISP Shared Services as Florida HIE’s New Technology and Operations Partner

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Legal Documents

Billing Terms

Companion Document to Participation Agreement

Florida HIE - PA Attachment E Companion Excel

Florida HIE Participant Notice of Privacy Practices (NPP) & NPP Acknowledgement

Substance Use Disorder Treatment for Facilities Regulated by 42 CFR Part 2 Attestation Form

Florida Health Information Exchange Participation Agreement

Tech Documents

CRISP VPN Worksheet

CSS ADT Specifications

CSS Patient Panel

Outbound ADT Specification

HL7 and CSV ADT Notification Dictionary

Patient Panel Specification

Sample CSV New Bulk

FAQs

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Consent Tool

What is the Consent Tool?

The Consent Tool is a consent management application used to register patient consent for sharing specific protected data types — most notably Substance Use Disorder (SUD) and Mental Health (MH) information which is protected under 42 CFR Part 2. With documented patient consent, this sensitive behavioral health data can be shared with members of the patient’s extended care team through the HIE.

Why is the Consent Tool important?

While participation in the HIE is generally on an optout basis for most clinical data, SUD/MH information is treated differently and sharing of this data requires affirmative, explicit patient consent.
The Consent Tool:

  • Ensures compliance with 42 CFR Part 2
  • Improves care coordination between SUD/MH providers and the broader care team
  • Reduces workflow burden associated with obtaining and documenting consent
What types of data can be shared when a patient gives consent?

Patients may choose what level of information to share, including:

  • SUD/MH provider contact information only, or
  • All SUD/MH clinical data, which may include treatment plans, medications, labs, clinical notes, and more

All shared data is accompanied by a Part 2 warning indicating it may not be redisclosed except as permitted by law.

Who can register a consent for a patient?

Any member of a patient’s care team may register consent, including:

  • Social workers
  • Care coordinators
  • Nurses
  • Case managers
  • Primary care physicians
  • Part 2 providers
How do I access the Consent Tool?

Users with appropriate permissions can access the tool through:

  • The HIE Portal
  • The InContext App (embedded in the user’s EHR)
  • The Telehealth Consent Form, which allows remote consent when patients are not physically present
  • If you do not see the Consent Tool in your HIE Portal, your organization’s HIE administrator can assign access.
How is consent registered during patient visits?

Consent can be registered:

  • During inperson visits, where the patient signs directly within the tool
  • During telehealth encounters, after which a credentialed staff member may register the consent online by attesting that a signed form exists on file
  • Through EHR single signon (SSO), launching the Consent Tool directly from the provider’s workflow
Can patients update or revoke their consent?

Yes. Patients may revise or revoke their consent at any time.
When revoked, the HIE immediately stops sharing the SUD/MH data going forward. However, previously shared data cannot be retrieved.

How long does consent last?

Patients may select:

  • No expiration date, or
  • A specific expiration period

Consent remains in effect until it expires or is revoked.

What forms are available in the Consent Tool?

The tool houses several standardized forms, including:

  • 42 CFR Part 2 Consent Form
  • Prevention of Harm / Block Patient Access Form

HIE Admin

What is the HIE Admin Tool?

It’s a tool that enables Florida HIE Admins to efficiently manage their organization’s access to the clinical data and ensure security and compliance related to that access.  Admins also use this tool to provision users with access to other services including Event Notification, Population Explorer, Panel Processor, and the Consent Tool.

What is the Role of the Admin?

The Admin is authorized by a healthcare organization to train its authorized users and manage users’ access to clinical data and to other HIE services.  HIE Admins must conduct a quarterly audit to verify their organization’s users are still permitted to access the clinical data.  HIE Admins are responsible for training their authorized users to navigate the Portal.  Florida HIE uses the train-the-trainer approach to ensure Admins are equipped to master provisioning and training their authorized users.

Will Florida HIE Admins receive a reminder to manage user access?

Yes, HIE Admins will receive system-generated reminders.

What training or prerequisites are HIE Admins required to complete prior to gaining access to the HIE Admin Portal?

Florida HIE Admins are required to attend training sessions that provide information about the responsibilities associated with being a HIE Admin. We utilize the train-the-trainer approach to empower HIE Admins to provision and train authorized users on the HIE clinical tools.  The training sessions explain the different tools and services available, helping your organization understand how to get the most out of them.   

HIE Admins should attend the following sessions*:

  • Introduction to the Admin Tool
  • Event Notification Service, Population Explorer, Panel Processor
  • Consent Tool
When will HIE Admins get access to the Admin Tool?

After our records indicate that HIE Admins have attended the required training sessions, we will send a checklist to you to confirm your status.  HIE Admins must confirm completion of all required training sessions and submit the corresponding checklist.  When that criteria has been met, we will enable access for you.

You will be given ample time to provide access and train your authorized users.   We encourage all HIE Admins to provision their organization’s authorized users by June 1, 2026, to ensure enough time for users to receive training. During the month of May, the Florida HIE will offer training sessions for organizations’ users, too.  These sessions will be formatted similar to the training sessions offered to HIE Admins.     

Will HIE Admins receive a description of each service?

User guides and other pertinent information will be posted to the HIE website and will be available in the HIE Admin Tool.

InContext

What is the “My Patient Summary” feature?

“My Patient Summary” is a customizable dashboard within InContext that allows users to create a personalized view of high priority patient information. It reduces clicks and helps clinicians quickly access frequently reviewed data. This feature is available in both the HIE portal and the EHRembedded app.

How does InContext support clinical decision making?

The app consolidates patient data from the HIE network—hospitals, ambulatory practices, national networks, and state data repositories—into a single view. This helps users:

  • Identify clinical history missing from internal EHRs
  • Access PDMP and overdose related data
  • View trends in lab results through the Timeline View (see question 6)
  • Retrieve external CCDs and imaging
What is the Timeline View?

Timeline View displays a patient’s lab testing data chronologically, allowing users to search up to 5 years’ worth of data and easily identify patterns and trends in lab results over time.

Who uses InContext?

Typical users include:

  • Physicians
  • Nurses
  • Care coordinators
  • Ambulatory practice staff
  • Emergency department staff

Users benefit when a patient is new to their practice, has complex medical history, or requires access to clinical data not available within their organization’s EHR.

Does InContext require additional login steps?

No. When used within an integrated EHR, the app automatically opens with the selected patient’s information and does not require a separate login or navigation.

Can InContext be accessed outside of a connected EHR?

Yes. The same functionality is available through the HIE Portal, which provides secure, web based access to InContext’s clinical information.

What are the main benefits of using InContext?
  • Seamless integration in existing EHR workflows
  • Access to comprehensive, real-time patient data
  • Improved clinical decision making
  • Better care coordination across providers and institutions
  • Customizable views to streamline daily workflows
Which organizations contribute data to InContext?

InContext utilizes data received through the HIE. The Florida HIEreceives data from a wide network of health care organizations across the state. These contributors ensure that providers, care teams, and payers have access to timely, meaningful clinical information to support care coordination and improve patient outcomes. Contributors include:

  • Hospital systems
  • Healthcare providers
  • Payer organizations
  • ADT contributors
  • Regional HIEs

These partnerships allow real-time, cross institutional exchange of clinical information.

Panel Processor

What is the Panel Processor tool?

The Panel Processor is an application that allows organizations to upload patient panels (rosters of patients with an existing treatment relationship) into the HIE for use across various HIE services.

What is a “patient panel”?

A patient panel is a list or roster of patients associated with a provider or organization. Panels are used to identify which patients should receive services such as encounter notifications.

What services use Panel Processor?

Panels uploaded through the Panel Processor support services including the Event Notification System, which provides real-time alerts when patients on a panel experience medical events such as admissions, discharges, or transfers.

How often does an organization need to submit its patient panel?

Organizations must submit their patient panel at least every 90 days to maintain access to real-time encounter notifications. Those with frequent patient turnover may submit monthly, biweekly, or even daily.

How do users access the Panel Processor?

Users log into the HIE Portal using their credentials and two-factor authentication, then select Panel Processor from their dashboard.

What file format is required for uploads?

The Panel Processor requires a .csv file. Incorrect formats (such as .xlsx) will fail validation and must be corrected before reuploading.

How does the upload and validation process work?

After a file is submitted, the Panel Processor completes several automated steps:

  1. File type validation
  2. Virus scanning
  3. Data validation against template rules
  4. Database upload
  5. Final validation

If any row fails validation, the entire file will fail. Users can review detailed errors in the Upload History tab.

What happens if a panel cannot be selected or uploaded?

If users receive an error indicating that no panel is available to select, their organization’s panel configuration may not be set up. They should contact the Florida HIE at (866) 987-5514 or info@flhie.org for assistance.

Population Explorer

What is Population Explorer?

Population Explorer is a tool integrated into the HIE Portal that allows users to view, filter, and export real-time encounter notifications generated through the Event Notification System. It also provides seamless access to patient data.

What types of notifications does Population Explorer provide?

Population Explorer delivers real-time encounter notifications for events such as hospital admissions, discharges, and other encounters. These alerts support care coordination by enabling:

  • Timely interventions and follow-up
  • Improved communication across care teams
  • Better management of discharge instructions
  • Medication management
What is the Follow-Up Status feature?

Each notification includes a Follow-Up Status indicator—Not Started, In Progress, or Complete—allowing care teams to track progress and ensure alignment across organizations.

How do I access Population Explorer?

Access is granted by your organization’s HIE Admin. Once access is approved, the Population Explorer will appear as a widget on your HIE Portal landing page.

What is a “patient panel” and why is it required?

A panel is a list of your organization’s active patients (typically from the past 18 months) that establishes the patient relationship needed for Event Notification System notifications.
Required fields include:

  • Patient ID
  • First & Last Name
  • Address, City, State, ZIP
  • Date of Birth
  • Gender

*If a user searches outside their panel, an attestation warning will appear.

Can I search for patients who are not on my panel?

Yes. Users may search for patients outside their panel for legitimate purposes such as care coordination or new patient intake. An attestation warning will appear confirming the reason for the lookup.

What filtering options are available?

Population Explorer includes powerful filtering tools that let users sort notifications by criteria other than patient name. Options include:

  • Quick Filters
  • Advanced Filter Builder
  • Filters tailored to encounter details, diagnoses, and more

These tools help identify population-level patterns, improve follow-up efficiency, and enhance care quality.

What information can I view about a patient encounter?

The tool supports multiple views, including:

  • Encounter History (previous visits, patterns, risk indicators)
  • Event Notification Details
  • Demographic Information
  • Diagnosis Details
  • Selected Encounter Details
Can I export data from Population Explorer?

Yes. Users can export encounter and notification data for analysis or reporting. Export options are provided directly within the Population Explorer interface.

The Florida HIE

What does this change mean for me as an existing user of the Florida HIE data?

To continue your participation with the Florida HIE, as a data contributor and/or data subscriber, your organization will need to sign a new Participation Agreement (PA) with CSS and establish a new connection with the Florida HIE.

Will the new Florida HIE platform be tested before going live?

Yes. Testing for data feeds will begin in Spring 2026. This is designed to identify any gaps in data transmission and limit disruption at go-live with new and existing HIE participants.

I receive data through the current vendor’s user portal will this change?

Yes, this will change. We will be providing a new user interface for those that receive data that way. You will continue using the existing vendor services until the CSS platform goes live.  Training for the CSS platform is set to begin in May 2026. Please ensure you stay informed via our website and LinkedIn page. www.flhie.org https://lnkd.in/eqXsqsJs

Am I going to lose access to the Florida HIE’s data or services during this transition?

All existing services and tools will be maintained until the full cutover to our new technology partner, CSS. However, this is reliant on timely action from your organization to complete perquisite paperwork and technical  onboarding.

What do I need to do right now?

If you are an existing Florida HIE participant and have not yet heard from our CSS team, please reach out at info@flhie.org. The first step is to review and sign the Participation Agreement. If your organization has not yet received the new Participation Agreement, please reach out to info@flhie.com  Any NEW participants should reach out to us as well; our team will work to schedule your integration during the months before the planned go live in July 2026.

Do I need to sign a new participation agreement?

Yes. All organizations need to sign a new participation agreement with CRISP Shared Services (CSS) as the contract between PCC and the State will be terminated on or before August 22, 2026.

What happens after I complete integration with CSS?

After integration, our team will begin testing the connections to ensure quality and accuracy in order to ensure a smooth transition at go live.

When will this transition begin?

The outreach process began in September 2025 to existing Florida HIE participants and vendors. If you believe you may have been missed, please reach out at info@flhie.org. Our go-live is planned for July 2026.

How are you going to transition the entire Florida HIE network?

The Florida HIE is using a phased transition approach for participants, beginning with data source integrations and large-scale providers, then working through our ecosystem to smaller independent providers.

What if I want to enroll now?

Enrollment in the Florida HIE is planned through the go-live. Participation agreements should be signed with CRISP Shared Services (CSS) as soon as possible to avoid any delays or gaps in data transmission.

How long is this transition expected to take?

All phases of the transition are expected to be completed by summer 2026. Individual organizational integrations are dependent on the complexity of your organization’s structure and method of integration. Most organizations, however, can be completed in 8-12 weeks.

Do I have to switch over to CSS to stay connected to the Florida HIE?

Yes, in order to continue maintaining your Florida HIE connection, and remain in compliance, you will need to transition or initiate new interfaces with CSS. Please reach out to us at info@flhie.org to begin your onboarding.

Where can I find more information?

You can visit our website at www.flhie.org for more information as well as our LinkedIn page for more information https://lnkd.in/eqXsqsJs.

Can I use a third-party vendor to send and receive data from the Florida HIE?

Yes. If selecting a third-party vendor, you will still need to sign the Florida HIE’s Participation Agreement with CSS first and then identify the party you are allowing to work with your data on your organization’s behalf. Once this has been completed, a business associate agreement (BAA) attestation must be signed and sent back to CSS for record keeping.

The Agency for Health Care Administration (AHCA) suggests that you be aware of the following when making the decision on using third-party vendors:

  • Fees: Organizations need to be aware of any additional fees third-party vendors may charge in addition to the Florida HIE fee schedule.
  • Data usage: Organizations should be vigilant of any agreements with third-party intermediaries and their use of data, including engaging in the sale of data or distribution of data outside the state of Florida without patient consent.
  • Future innovations: A direct connection to the Florida HIE may offer greater flexibility by allowing for easier scalability to additional feeds and services in the future.
  • Payment: For transparency, CRISP Shared Services does not permit pass-through billing with any hub connections and will invoice and collect payment directly from the participant.
Does meeting the requirement to contribute to the Florida HIE as a hospital, skilled nursing facility, or crisis center with a certified EHR cost me anything?

Contribution of data into the Florida HIE does not cost anything to connect to the CSS platform and on an ongoing basis. The integration and initial connection from an organization’s EHR to CSS may incur costs by your organization’s EHR. There is no cost from CSS to on-board your organization to the Florida HIE. However, electing to also receive data would activate the fee schedule. Please see our fee schedule for more details.

Will there be changes in subscription fees to the Florida HIE?

AHCA’s new partnership with CSS ensures the long-term sustainability and continued enhancement and expansion of the Florida HIE—without increasing participant fees.

CSS has increased the threshold for waived fees from a patient panel size of 7,500 patients to 20,000 and has completely waived minimum fees for small panels. For a copy of our fee schedule and complete  details, please visit: Fee Schedule – Florida HIE.

How can I expect to be billed?

The Florida HIE, powered through CSS, does direct invoicing and collection with participants. There is no pass-through or  third-party billing. This ensures transparency in pricing.  CSS does annual billing and offers a 5% discount for payment in full.

How does the 5% discount work for payment in full?

To receive the 5% discount for payment in full, an organization must pay their invoice within the first 30 days of receipt of the invoice.

Who is CRISP Shared Services?

CSS currently supports HIE infrastructure in more than ten states and territories, including the District of Columbia, and provides data exchange services to over a dozen separate public health agencies across the country.

CSS, a not-for-profit organization, has been providing robust health information exchange services and technology for over 15 years. The organization brings a wealth of expertise across public health modernization, sustainable funding and services strategies, value-based care and Medicaid programs, data analytics, and advanced interoperability capabilities and technological innovation across public and private healthcare sectors.

CSS’s flexible technical and governance systems are designed to meet participants where they are, regardless of size or technical capacity, ensuring that all Florida care providers—and their patients—will be able to access and benefit from the Florida HIE’s services.

My organization has never participated in the Florida HIE; how do I begin?

We are excited about growing the Florida HIE with new participants and innovations that help drive improved patient care and create efficiencies for providers. Onboarding to the Florida HIE can start with just an email stating your interest to info@flhie.org. Following an initial conversation to confirm needs; a member of the Florida HIE team will share the legal documents which will need to be signed and once fully executed, efforts will then move to integration.

If I choose to enroll in the Florida HIE and I am new, how will I be billed?

We will work with you and your team to estimate your panel size based on the last 12 months of your organization’s actual activity as well as any strategic initiatives that may affect the panel size.

How does CRISP handle the master patient index (MPI) number?

CSS utilizes the MPI to ensure data accuracy and seamlessly reconcile patient records. In Florida, where we have many residents living in multiple states or traveling, this is key to ensuring the right data is being assigned to the correct person. We use a FHIR/USCDI API integration layer to facilitate efficient data interoperability and advanced patient matching and parsing. This integration layer is part of our broader approach to modernizing public health data infrastructure, which includes the use of a data lake for curating reports and a clinical data repository for informed decision-making.

The integration of these technologies allows for a comprehensive and accurate MPI, which is crucial for healthcare providers to make informed decisions and improve patient care.

How does the HIE match patient records?

CRISP Shared Services’s PatientMatch system is a sophisticated Master Patient Index (MPI) designed to accurately match patient records submitted by healthcare organizations across regions. The system evaluates demographic data across 9 attributes using weighted scoring to calculate match probability.

Both active (current) and inactive (historical) demographic values are stored, ensuring that even outdated information from a source can still be connected to the correct patient record. Required data elements include a unique source ID code, MRN, patient name, and date of birth, while additional demographic fields can strengthen match accuracy.

When clinicians query the Florida HIE, powered by CSS, the system returns all highscoring matches to help ensure the correct patient is selected, especially when multiple individuals appear nearly identical in the data.

Conversely, results will appear if a patient has formally opted out of data sharing but there will be no data associated—as permitted under state law—or if an entity is placed in “overlay” status due to conflicting demographic information submitted by a source. As permitted under state law pertains to those mandated public reporting like PDMP (prescription drug monitoring programs.)

What are my options for methods of connection?

Most integrations with the platform are either HL7 or CSV. However we can accommodate, if needed, web-based connectivity. More information about integrations and for sample files, please visit, Onboarding Resources – Florida HIE.

How will the billing work during the cut-over process?
  • Final Billing by PCC/Ai:
    PCC/Ai will issue its last invoice for all services provided up to and including June 30, 2026. This means any work done on or before that date will be billed by PCC/Ai.
  • Start of CSS Billing:
    CSS will take over and begin official billing for the Florida HIE starting July 1, 2026. From that date forward, all services will be billed by CSS.
Is the Florida HIE part of state government?

The Florida HIE is governed by the Agency for Health Care Administration (AHCA). However, it is powered and operated by CRISP Shared Services (CSS) which is a 501(c)(3) nonprofit organization. This structure ensures that patient health data is held by a private not-for-profit entity with regulations by the state.

What is the Florida HIE?

The Florida Health Information Exchange (Florida HIE) is the statewide system that enables the secure electronic exchange of health information among healthcare providers, hospitals, payers, and public health agencies. It facilitates secure, reliable sharing of patient health information to improve care coordination, quality, safety, and overall efficiency across Florida’s healthcare system.

Its creation and governance operate within the legal framework established by the Florida Electronic Health Records Exchange Act, which mandates secure sharing of health data and assigns administrative authority to AHCA.

What is a health information exchange?

Most states have a health information exchange (HIE). An HIE is a trusted, secure organization that enables health information to be shared, in compliance with statutory and regulatory requirements, across health care providers and others who support a person’s overall health.

Instead of data being siloed in separate systems, an HIE ensures health information (such as lab results, discharge summaries, medications, and care plans) flows responsibly across care settings to those designated and allowed to receive it, supporting whole-person care, reducing fragmentation, and enabling better outcomes for individuals, communities, and populations.

What does the Florida HIE Do?

The Florida Health Information Exchange (Florida HIE) delivers statewide services that enable the secure, reliable sharing of patient health information to improve care coordination, quality, and overall system efficiency. Governed by the Agency for Health Care Administration (AHCA), the Florida HIE ensures that hospitals, providers, payers, and public health agencies can exchange critical data in real time, supporting faster and better‑informed clinical decisions. Through its Event Notification Service (ENS), the Florida HIE sends immediate alerts when patients are admitted, discharged, or transferred, using ADT data received from more than 700 facilities across the state. This allows care teams to respond quickly, reduce avoidable readmissions, and ensure patients receive timely follow‑up care.

In addition to real‑time event alerts, the Florida HIE strengthens continuity of care through its Patient Record Exchange (PRE), which enables providers to retrieve patient information from many clinical data sources at the local, state, and national levels. By connecting to networks such as eHealth Exchange, the PRE helps reduce duplication of tests, fill gaps in fragmented medical histories, and ensure that clinicians always have the information needed at the point of care. These services also play a key role in statewide public health efforts, improving patient safety, quality outcomes, and systemwide efficiency by linking hospitals, clinics, physicians, payers, and public health agencies.

All of this work is grounded in Florida’s legal and regulatory framework. Under the Florida Electronic Health Records Exchange Act, the Florida HIE must meet requirements for secure data sharing, enforce mandatory participation for certain facilities—such as hospitals using certified EHR technology—and operate under the administrative authority of AHCA. Together, these policies and services make the Florida HIE an essential component of a mo

How does the Florida HIE Handle Personal Information?

The Florida Health Information Exchange (Florida HIE) protects patient health information through a comprehensive framework of privacy, security, and legal safeguards. Its operations are governed by federal laws such as HIPAA and the HITECH Act, as well as state-level protections under the Florida Information Protection Act (FIPA). These regulations ensure that all electronic health information is encrypted, safeguarded, and monitored, while the Florida HIE itself enforces strict medical privacy and confidentiality procedures to ensure that data is only shared appropriately and lawfully.

A core element of the Florida HIE’s approach is ensuring that only legally authorized users can access or exchange patient information. Access is restricted to those directly involved in patient care or operations as permitted by law, and all connections must use secure authentication and technical safeguards to prevent unauthorized entry. At the same time, the Florida HIE preserves a patient’s control over their own information—allowing individuals to authorize, restrict, or inquire about who can view their data, reinforcing trust while enabling coordinated, high‑quality care.

Beyond compliance with federal and state standards, the Florida HIE incorporates additional layers of security within its technical infrastructure. This includes secure transmission channels, robust access tracking and auditing, and the ability to segment or limit data sharing based on need. These protections ensure that personal health information remains secure even amid high‑volume, statewide data exchange, creating a resilient environment that supports both patient privacy and improved care outcomes.

What are the Benefits of the Florida HIE

The Florida Health Information Exchange (Florida HIE) enhances the quality, speed, and safety of patient care by ensuring clinicians have timely electronic access to essential health information. By replacing outdated processes like faxing or relying on patient recall, the Florida HIE enables faster, better‑informed clinical decisions. Its real‑time Event Notification Service (ENS) further strengthens patient support by alerting providers when their patients are admitted, discharged, or transferred, helping care teams engage quickly, reduce hospital readmissions, and ensure appropriate follow‑up.

The Florida HIE also plays a pivotal role in improving care coordination across the state. By securely connecting hospitals, providers, and payers, it gives care teams a more complete picture of a patient’s health. The exchange of data allows clinicians to search for records across local, state, and national networks, filling gaps in fragmented histories and preventing redundant tests or procedures. This streamlined data access also reduces burdens on patients, who no longer need to carry medication lists, imaging discs, or detailed medical histories from appointment to appointment.

At a systemwide level, the Florida HIE supports public health reporting, reduces healthcare costs, minimizes medication and diagnostic errors, and contributes to better health outcomes. These benefits are delivered within a strong privacy and security framework: the HIE meets or exceeds HIPAA and HITECH standards and limits access to authorized users through secure, confidential data-sharing practices. Together, these capabilities make the Florida HIE a foundational tool for advancing coordinated, efficient, and patient‑centered care across the state.

Upcoming Events

Topic: AI in the Health Information Exchange Ecosystem

Time: Apr 9, 2026 01:00 PM Eastern Time (US and Canada)

Meeting ID: 898 3561 4567
Passcode: 040926