De-Identifying CCD and XML files

De-identifying CCD and XML files

To help you understand how to use CaristixTM Workgroup to de-identify CCD and XML files, see it in action in this video. The procedure is similar to CaristixTM Cloak de-identifying HL7 files. Only one step is added at the beggining. There are slight differences, but the video and the adapted transcript will help you understand the steps.


The application would replace PHI with new patient data generated at run-time, keeping patient history but removing any link with the actual patients.

Open the Caristix Workgroup application.

Click on Messaging v3 → De-Identify…

Click Yes to load the default de-identification rules. They are in line with the HIPAA rules for HL7 standard compliant messages.

Click No to create or load your rules.

To get started, let’s open the de-identification module and load a CCD or XML file. Message could also be loaded from a database or directly from your interface engine if you have the connector installed.

Open CCD or XML you want to de-identify:

Click FILE → Open → Messages…

Choose the files containing the messages. If it is saved on your computer, click Browse My Computer.

Your message will appear in the Original section and an example of your message de-identified will appear in the De-identified section.

(0:35) All de-identified data in messages is in red so you can see the actual message and the result.

(0:41) The application comes with a set of de-identification rules. It covers all standard CCD identified as containing sensitive data. If messages contain customized fields or Z-segments, go ahead and customize rules.

If needed, you can modify the de-identification rules. Look at this video if you need help. It explains how to modify HL7 rules, but the process is the same.

Once all rule configurations are as wanted, click View Example. You can see an example of the result in the De-identified section. If anything is not as expected in the response, continue customizing the rules.

Set the dictionary:

Click TOOLS → Option… → Settings → Enable Re-apply rules and replacement data across multiples files.

You can create as many dictionaries as needed. For this tutorial, let’s create a new dictionary called XMLDeid. Replace the file name with: C:\ProgramData\Caristix\Carisitx Workgroup\Temp\XMLDeid.dic

(0:58) Once de-identification rules are set, it’s time to launch it so all messages are de-identified and stored in files. At the end of the processing, if needed, an audit PDF file can also be created, documenting all settings de-id was done with.

Click OK → De-identify. → Choose where to save the result. Click Browse My Computer to save it onto your computer. → OK → Yes if you want to create a De-identify Process Report in PDF.

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