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The Financial Management Group Meets every Tuesday at 11am ET.

Join using / 098894


The mission of the Financial Management Work Group (FM) is to provide HL7 artifacts to support:

  • The costing, financial transactions and billing which occur within a healthcare provider
  • The eligibility, enrollment, authorizations, claims and payments, and contractual arrangements, which occur between and among healthcare providers, insurers, and patients
  • Reporting and notification between insurers, payers, subscribers, beneficiaries, and guarantors.

Artifacts may include concepts such as:

  • Administration support
  • Contracting
  • Self-pay
  • Billing
  • Claims
  • Payment
  • Reporting


FM will produce normative standards for financial event messages and content models.  Will work closely with appropriate Work Groups to coordinate and consolidate references to financial instruments in all HL7 artifacts. FM will monitor complementary financial and administrative information interchange standards other than HL7, and attempt to harmonize message content and vocabularies where possible.

2017 Work Group Health All-Star AwardThis WG earned a WG Healthiest Star rating in each of the three trimesters measured in 2017 and 2018.

Work Products and Contributions to HL7 Processes

FM collaborates with Patient Administration (PA) and Attachments for cross-domain initiatives.

FM will develop specifications using the appropriate product family methodologies.

Formal Relationships With Other HL7 Groups

Formal relationships with other Work Groups include:

  • PA 
  • Attachments
  • Structured Documents
  • Electronic Services
  • Vocabulary

Formal Relationships with Groups Outside of HL7

FM has no formal relationships with groups outside of HL7.


 Kathleen Connor
U.S. Department of Veterans Affairs
Phone: USA +1 727-519-4607
Term ends December 31, 2021

 Paul Knapp
Knapp Consulting Inc.
Phone: CAN +1 604-987-3313
Term ends December 31, 2020

Mary Kay McDaniel
Cognosante, LLC
Phone: USA +1 602-300-4246
Term ends December 31, 2021

 Andrew Stechishin
CANA Software & Services Ltd.
Phone: CAN +1 780-903-0885
Term ends December 31, 2022

  Jeff Brown 
Cigna Health Services
Phone: USA +1 336-374-1150
Term ends December 31, 2021

 Benoit Schoeffler
Phone: FRA +33 473982044
Term ends December 31, 2020

Celine Lefebvre 
American Medical Association
Phone: USA +1 312-464-2418
Term ends December 31, 2021

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  1. If we wanted to create a collaborative page to discuss a proposal for an extension, could we make it a child of this page?  Under documentation?  Any guidance would be helpful