NC HealthConnex

HealthConnex allows NC-based providers to connect in a submission-only status to the NC Health Information Exchange (HIE) HealthConnex program.

In this Article:

Required Role:

Owner, Manager, or solo provider.

Enable the NC HealthConnex role:

To enable this role:

  • Click on your name (top right)


  • From the popup, underneath your name and practice click

Owners or Managers would go to:

  • Settings (top right)
  • Staff (top tab)
  • Click on the provider's name
  • Under the Roles section, find Health Information Exchanges
  • To the right of NC HealthConnex click


  • Once enabled, you should see a ✓ green checkmark and a button


Note: Turning on this role incurs a $10 fee for transmission (per practice, per month)

verified_user For Client Privacy:

We take privacy seriously here, to prevent any data being accidentally submitted, all clients by default are set to not report for privacy reasons. You must enable each client you are required to submit for. To do this, follow the instructions below:

Manage Client NC HealthConnex Reporting:

Required Role:

Owner, Manager, or one of the clients providers.

Once NC HealthConnex is enabled, submission for clients is managed on a 1:1 individual client basis by going to their records and enabling it.

Here's how:

  • Go to Clients (left menu)
  • Click on the client's name loading their profile
  • Select Records (top tab)
  • Find the section Health Information Exchanges (below PHI Release Logs)
  • Click  shown below:

  • Once enabled, you should see a ✓ green checkmark and a button

Alternatively, from the Schedule:

  • Click on the client's appointment
  • Near the center of the popup, below the alert, click Records Records shown here:


  • Find the section Health Information Exchanges (below PHI Release Logs
  • Click :


  • Once enabled, you should see a ✓ green checkmark and a button

What and How are Client Details Submitted?

We submit only the required demographics for a Submission Only Status.

Below we breakdown what is sent and the details associated with that so there's no confusion!

other_admission What is Submitted?

  • Practice ID
  • Patient Name (First, Middle, Last)
  • Patient DOB
  • Patient Gender
  • Phone Number
  • Patient Address (all lines), City, State & Zip-code
  • Appointment Date & Time
  • Patient MRN/ID
  • Provider Full Professional Name
  • Provider NPI (Type 1)
  • Practice NPI (Type 2)
  • Practice Name
  • Practice Address (all lines), City, State & Zip-code
  • Diagnosis Code / Diagnosis Description
  • Procedure / Service
  • Procedure / Service Description
  • Submission ID
  • Patient Chart ID

schedule When & Why:

  • This applies for each “encounter” (ie. appointment) as required by the HIE.
  • This data is automatically submitted twice daily, at 8:00 UTC & 20:00 UTC

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