Health Information Exchange (HIE) data isn't always the right tool for making a final medical qualification decision, but it can be an incredibly effective first step in the process.
The best practice is simple: use HIE data to identify patients who clearly do not qualify, then retrieve additional records only for those who remain eligible.
For example, in clinical research, HIE data can quickly surface recent hospitalizations, exclusionary diagnoses, medications, or procedures that immediately remove a patient from consideration. Instead of requesting complete medical records for every potential participant, research teams can rapidly narrow the candidate pool and focus their efforts where it matters most.
For patients who remain promising candidates, targeted retrieval of previous provider records can then fill any gaps in the HIE, providing the comprehensive clinical history needed to make a confident enrollment decision.
This same workflow applies beyond clinical trials. Fertility programs screening gestational carriers, transplant centers, specialty clinics, and other organizations with medical qualification requirements can all benefit from a two-step approach:
- Use HIE data for rapid initial screening and automatic disqualification (use a Predoc clinical summary to quickly understand)
- Retrieve targeted previous provider records only for patients who advance to final review.
By combining the speed of HIE with targeted record retrieval, organizations can reduce unnecessary chart requests, shorten review timelines, and allow clinical teams to spend more time evaluating the right candidates instead of reviewing patients who were never eligible in the first place.
