Read-Only Replica Database

Introduction

The Canvas Medical replica database is a near real-time replica of your production database, providing a read-only copy for detailed financial analysis, medication history reporting, and custom reporting purposes. This secure PostgreSQL database enables organizations to access all of their clinical and operational data while maintaining HIPAA compliance and data security.

User's Guide

The database provides access to all your production data, supporting frequent uses such as:

• Analyzing financial information, including claims, payments, and monthly charges

• Reviewing medication records and history to ensure accurate treatment tracking

• Accessing data on patient demographics and population analytics

• Examining statistics on user activity and utilization patterns for operational improvements

• Questionnaire response analysis for deeper insights

You can use any PostgreSQL-compatible IDE to query the database and create custom reports based on your organization's needs.

Configuration & Set Up

To get started with the replica database:

1. Provide your public IP addresses for the allowlist. Public IP addresses are required to ensure secure and controlled access to the replica database. Registering these addresses allows only authorized users to connect, safeguarding the sensitive PHI contained within the database.

   • Additionally, we request the owner of the IP address to be identified. This helps us maintain accurate records, allowing us to efficiently revoke access if there are staffing or vendor changes.

2. Access the browsable database schema. This schema helps you understand the database structure and facilitates efficient querying.

3. Receive a secure link to access your credentials. Canvas Support will provide this link to ensure that all authentication is handled securely.

4. Connect using your preferred SQL client. You can use any PostgreSQL-compatible IDE to connect to your database and begin querying your production data.

   1. Once your IP addresses are added to the allow list and you receive credentials, configure your SQL client with these settings:

      • Database Type: PostgreSQL

      • Port: 5432

      • Host: [Your instance]-reporting.canvasmedical.com

      • Database Name: [Provided in credentials]

      • Username: [Provided in credentials]

      • Password: [Provided in credentials]

FAQ & Troubleshooting

Q: Why do I need to provide IP addresses?

A: Since the replica database contains sensitive PHI, Canvas Medical requires IP addresses to be added to an allowlist for security. This also helps manage access when staffing changes occur.

Q: What type of queries can I run?

A: You can run any read-only queries. Common uses include financial reporting, medication history analysis, questionnaire response analysis, and custom reporting for your organization's specific needs.

Q: What happens if I can't connect?

A: Common troubleshooting steps include:

• Verifying IP address is whitelisted

• Checking credential validity

• Ensuring VPN connectivity if required

• Contacting Canvas Support for assistance

Related Resources

• Sample SQL Queries Repository - Collection of common financial and operational queries

• PostgreSQL Documentation - Official PostgreSQL database documentation

Keywords & Metadata

• Keywords: replica database, PostgreSQL, reporting, financial analysis, medication history, database access, PHI security

• Categories: Database, Reporting, Security, Technical Documentation