Mark Scrimshire <mark.scrimshire@onyxhealth.io>; Co-lead : Ezequiel (EZ) Morales <ezequiel.morales@evernorth.com>

Short Description

Payer Data Exchange (PDex) is preparing an update to the STU2 version of the IG. This will incorporate changes to support anticipated regulatory changes related to Burden Reduction and Payer-Provider Bulk Exchange. This track will be testing out the changes to the IG made for the post STU2 Ballot Submission planned for 2023. 

PDex Formulary Break-out - Implementer support Office Hours

Long Description

Testing of changes to the Payer Data Exchange IG that are planned for the post-STU2 version of the guide.  With the recent NPRM that addressed Payer-to-Payer Exchange and Payer-Provider Exchange this will be an opportunity for payers to test their exchange solutions with other payers. 

PDex Formulary Break-out - Implementer support Office Hours

Type

Test an Implementation Guide

Related Tracks?

Member Attribution - for Payer-Provider exchange, CARIN-BB Patient Access API, FAST National Directory

Call for participants

Payers, Vendors and Providers

Track Prerequisites

Participate in Connectathon Preparation Sessions:

2023-01 Da Vinci Payer Data Exchange (PDex) and Formulary Connectathon Preparation Page



PDex IG - Payer to Payer Exchange

Review the following Page in the Continuous Integration Build: Payer-to-Payer Exchange

Read up about mTLS. It is used to setup access to Dynamic Client Registration in OAuth2.0. Here is an article that may help (You can search for mTLS in a search engine for other explanations): https://codeburst.io/mutual-tls-authentication-mtls-de-mystified-11fa2a52e9cf  

Check out the mTLS Discovery repository: https://github.com/hl7-davinci/pdex-payer-payer

FHIR Client

Come prepared to interact with a FHIR Server.  This can be accomplished with an application that can be configured or coded to make FHIR RESTful calls.  See the "Step by step tutorial and sample projects" under the Helpful Links below for an example of how to do this use Postman.

FHIR Server

Come prepared for other FHIR Clients to be able to interact with your FHIR Server.


Join Friday 1pm ET PDex Work Group Implementer Support Call and Connectathon Track Preparation meeting. These pre-meetings will be used to identify testing partners and to advance the testing scenarios.

Here are some links to assist implementers:

Track Lead(s)

Mark Scrimshire <mark.scrimshire@onyxhealth.io>; Co-lead : Ezequiel (EZ) Morales <ezequiel.morales@evernorth.com>

Track Lead Email(s)

mark.scrimshire@onyxhealth.io, ezequiel.morales@evernorth.com

Specification(s) this track uses

PDex CI Build: https://build.fhir.org/ig/HL7/davinci-epdx/branches/connectathon33/index.html

Formulary: http://hl7.org/fhir/us/davinci-drug-formulary/2022Jan/

Formulary CI Build: http://build.fhir.org/ig/HL7/davinci-pdex-formulary/

Provider-API (PDex will reference Da Vinci Attribution IG: https://build.fhir.org/ig/HL7/davinci-atr/


mTLS endpoint directory: https://github.com/hl7-davinci/pdex-payer-payer

Note: the directory has only the example from the PDex IG loaded – please load compliant examples based the plan for the Git directory


Expected Participants

Reference Implementation:

If your organization intends to bring technology to this connectathon, please add yourself to this list and comment on each component. If your artifacts are available publicly, please add a URL. Otherwise, participants will contact the organizational POC for this information.

Participants:

OrganizationPoint of ContactRoleScenarioEndpointComments












Zulip stream

PDex: https://chat.fhir.org/#narrow/stream/235286-Da-Vinci.20PDex

Track Kick Off Call

Kick-off call took place on April 28th during the regular 1:00 PM ET PDex/Formulary Workgroup call

Recording: https://hl7-org.zoom.us/rec/share/pI1iBG4XwboUVkhXIaQNhquAskc-QmvkyN0QzumD9G3xRHT5sFq6tXzfGYxRWVSB.LNj3_MoSz39jgmu6?startTime=1682701634000

Slides: CAT33 Track Kick Off Call PDex.pptx

Zoom Link

https://hl7-org.zoom.us/j/92482555863?pwd=TWQzVENNeStqeEpVTHdicGM2cGdMQT09

Meeting ID: 924 8255 5863; Passcode: 818984

Specification Information

CMS 2022 – 07 Da Vinci Payer Data Exchange (PDex) & Drug Formulary

mTLS endpoint directory: https://github.com/hl7-davinci/pdex-payer-payer

Note: the directory has only the example from the PDex IG loaded – please load compliant examples based the plan for the Git directory

System Roles

Payer-to-Payer Exchange: Payer acting as Server and Client

Clinical Bulk Download: Provider acting as Client. Payer actings as Server.

Testing Scenario:


Preparation Steps:

Roles involved:

  • Network Engineering
  • Security Engineering
  • Developer

Time Required:

1-2 Hrs

Steps involved:


Use Case 1 - Payer-to-Payer

System roles:

  • Payer acting as Server
  • Payer acting as Client

Payers will need to register an mTLS endpoint into a GitHub repository to enable mTLS endpoint discovery.


Role 1 Name: Establish mTLS connection

Scenarios:

Payer1 will search for Payer2 in mTLS endpoint repository

Payer1 will request connection with Payer2

Payer2 will lookup  Payer1 in mTLS endpoint repository to confirm legitimate request

Payer2 will reciprocate connection back to Payer1 to establish mTLS connectivity. 


Scenario Step 1 Name

Action:

Payer1 and Payer2 successfully connect via mTLS

Precondition: Success Criteria: 

  • Payer1 successfully makes a request to OAuth2.0 Dynamic Client Registration Protocol endpoint and relieves client credentials that enable a $member-match operation to be requested.


Success Criteria:  

Payer1 reaches $member-match operation with valid client credentials issued by DCRP endpoint via mTLS connection.

Bonus point:

Successful $member-match operation

TestScript(s):

TBD


Security and Privacy Considerations:

  • mTLS will be established to enable access to OAuth2.0 DCRP endpoint.


Use Case 2 - Payer Provider 

System roles:

  • Payer acting as Server
  • Provider acting as Client

Providers will need to be registered with Payer with appropriate User level credentials to access the required FHIR APIs and Operations


Role 1 Name: Get Patient info for Current Patient Roster

Scenarios:

  • Provider will submit a list of patients to Payer to retrieve patient clinical data
  • Provider will submit a list of patients to Payer to retrieve data for Patients since a previous download date
  • Payer will validate list to ensure all members are attributed to Provider


Precondition: Success Criteria: 

  • Provider successfully downloads data from Payer for a group of members/patients using bulk async protocols

Bonus point:

  • Provider successfully downloads a subset of members from their attributed list
  • Payer and Provider successfully negotiate updates to attributed member list(s)

TestScript(s):

TBD


Security and Privacy Considerations:

  • TBD

Use Case 3 - Prior Authorization Profile

System Roles:

  • Payer/PBM acting as Server
  • Third-Party App acting as Client

Third-Party App accesses Prior Authorization Profile and presents information for Patient/member benefit.


Use Case 4 - Formulary Bulk Export

System roles:

  • Payer/PBM acting as Server
  • Third-Party App acting as Client


Role 1 Name: Server 

Server provides $export operation to enable one or more Formularies to be exported.

Role 2 Name: Client

Client makes $export request to download formulary.

Da Vinci Formulary STU2 RI with Bulk.postman_collection.json