Participant Testing

Demonstrating technical and content readiness for network participation

What is Participant Testing?

Participant testing is the process organizations undergo to confirm that their systems meet eHealth Exchange technical and interoperability requirements as outlined in the DURSA.

Participant testing is required for:

New Applicants

Testing is necessary for all new applicants that are looking to join eHealth Exchange.

Existing Participants

All current participants must test when making major changes or updates to their systems.

The Goal?

To make sure your technology can connect, communicate, and share trusted data reliably and securely across the nationwide network. 

Why It Matters

Successful testing confirms your system complies with eHealth Exchange standards so you can:

  • Connect with health systems, HIEs, payers, public health, federal agencies and more
  • Exchange high quality data securely and with confidence
  • Avoid delays caused by interoperability or data quality issues

This testing helps ensure that health information exchanged across the network is consistent, usable, and meets national standards.

What's Included

Smoke Testing

Checks basic connection and system behavior to confirm stability and readiness.

  • Validate certificates are in place for successful bidirectional exchange
  • Perform Patient Discovery, Document Query, and Document Retrieve tests.
  • Fees may be waived if using a Qualified Technology Solution (QTS)

Content Testing

Ensures that all clinical data exchanged is truly interoperable and usable.

  • Confirm documents you exchange, like C-CDA, meets structural and semantic standards
  • Free for all participants

Security Testing

Verifies your system meets required security standards.

Access Consent Policy Testing

(when applicable)

This test is required when patient authorization is needed to access medical records.

  • Free for all participants

Note: All testing is done using the Interoperability Testing Platform (ITP) supplied by The Sequoia Project.

What You'll Receive

After testing is completed, you’ll get a Participant Testing Summary Report that:

  • Shows your test results
  • Confirms where you meet standards
  • Highlights areas that may need work before going live on the network

Next Steps - Kickoff Call

Organizations preparing to join eHealth Exchange will attend a kickoff call to review the onboarding process, testing resources, and anticipated timeline.

In this session, we will review the following:

Helpful Resources

Testing tools and guides

Access step-by-step instructions for each test type and sample files used in testing.
Tools and guides

Frequently asked questions

Explore answers to the most common topics related to participant testing.
View FAQs

Questions about testing?

Have more questions about Participant Testing? Ask one of our experts.
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