National Healthcare Directory PSS

2. Sponsoring Group(s) / Project Team

3. Project Definition

4. Products (check all that apply)

5. Project Intent (check all that apply)

6. Project Logistics

Space shortcuts

Page tree

Project Name and ID

2.a. Primary Sponsor/Work Group

2.b. Co-sponsor Work Group(s)

2.c. Project Team

3.a. Project Scope

3.b. Project Need

3.c. Security Risks

3.d. External Drivers

3.e. Project Objectives / Deliverables / Target Dates

3.f. Common Names / Keywords / Aliases

3.g. Lineage

3.h. Project Dependencies

3.i. HL7-Managed Project Document Repository Location

3.j. Backwards Compatibility

3.k. External Vocabularies

5.a. Ballot Type (check all that apply)

5.b. Joint Copyright

6.a. External Project Collaboration

6.b. Realm

6.c. Stakeholders / Vendors / Providers

6.d. Project Approval Dates

Warning:

Do not launch ANY of the links while your are in create or edit mode. There is a good chance all of your work will be gone.

Template Usage Information:

Submit template change requests to PMO@HL7.org
For Reaffirmations, please refer to the FAQ in Hl7 Project Scope Statement Instructions for a list of which sections and fields should be completed

Project Name and ID


Enter the name of the project here:
Project Insight ID:	Project Insight ID: 1690 (https://www.hl7.org/special/Committees/projman/searchableProjectIndex.cfm?action=edit&ProjectNumber=1690) Project Proposal in Jira: https://jira.hl7.org/browse/PSS-1680
Complete this section for all “Direct to Normative” ballot projects and when a project proceeds from “Informative to Normative” or “STU to Normative”. Forward PSS to the TSC (via tscpm@HL7.org); this triggers American National Standards Institute (ANSI) Project Initiation Notification (PINS) submission.
	TSC Notification: Informative/STU to Normative				Date: Submission date
	- or - Direct to Normative (no STU) (includes reaffirmations)				12/9/2020
Identify ISO, IEC or ISO/IEC standard to be adopted in text box below
Enter info here if an ISO, IEC, or ISO/IEC Standard is to be adopted as an American National Standard; Enter the designation of the standard(s) to be adopted:
Includes text from ISO, IEC or ISO/IEC standard: Check here if this standard includes excerpted text from one or more ISO, IEC or ISO/IEC standards, but is not an identical or modified adoption.						Yes	No
Select the unit of measure used in the standard; if no measurements are in the standard, select N/A			N/A	U.S.		Metric	Both
	Investigative Project (aka PSS-Lite)	Date :
Check this box when the project is investigative or exploratory in nature, which allows limited project scope definition. Sections 1-Project Name, 2-Sponsoring Group(s)/Project Team, 3a-Project Scope, 3b-Project Need, 3e-Project Objectives/Deliverables/Target Dates, 3i-Project Document Repository, 6b-[Realm, if known], and 6d-[applicable Approval Dates] are required for Investigative Project. Investigative Project specific instructions are highlighted in yellow. An investigative project must advance in two WGM cycles, requiring a full scope statement. Otherwise the project will be closed.

Primary Sponsor/Work Group
(1 (And Only 1) Allowed)

Patient Administration

Co-sponsor Work Group(s): (Enter co-sponsor approval dates in Section 6.d Project Approval Dates)		Payer/Provider Information Exchange
Indicate the level of involvement that the co-sponsor will have for this project:
X	Request formal content review prior to ballot
X	Request periodic project updates. Specify period	Monthly
Co-sponsor Work Group		Financial Management
Indicate the level of involvement that the co-sponsor will have for this project
X	Request formal content review prior to ballot
X	Request periodic project updates. Specify period	Monthly
Interested Parties		Orders and Observations Security CIC CARIN

All names should have confirmed their role in the project prior to submission to the TSC.

Project facilitator (1Mandatory)	Robert Dieterle
Other interested parties and their roles
Multi-disciplinary project team (recommended)
Modeling facilitator
Publishing facilitator
Vocabulary facilitator	Rob McClure
Domain expert rep	Gail Kocher
Business requirement analyst	MaryKay McDaniel
Conformance facilitator (for IG projects)	TBD
Other facilitators (SOA, etc)

Implementers (2Mandatory for STU projects) *FHIR Project Note:* The implementer requirement will be handled by the “balloting” project. Therefore work groups do not fill out the above section. However, feel free to list implementers specific to your work group’s resources if you know of any.
1) MITRE
2) CMS

Create FHIR based standards for

1) the exchange of validated healthcare directory information in a federated access environment based on the Validated Healthcare Directory standard localized for the US Realm using work completed for the PDex Plan Net FHIR IG (includes 11-14 in drawing below),

2) query for FHIR endpoints from any federated directory instance (includes 15-16 in the drawing below), and

3) submitting attested information to the validated directory and verifying the information against primary sources (includes 1-10 in drawing below).

This project is needed to provide standards for the population, validation, exchange and query of a federated access national healthcare directory. It will 1) minimize the burden on providers in supplying this information to multiple payers, healthcare organizations, and professional societies, 2) improve the quality of demographic and relationship information associated with healthcare organizations and individuals, 3) provide a reliable source of electronic endpoints to facilitate the exchange of healthcare information (e.g. patient records and referrals). In particular, the standards will facilitate the creation, population, and use of a national resource to support the scaling of FHIR based exchanges to support more efficient and better informed delivery of health care services

Will this project produce executable(s), for example, schemas, transforms, style sheets, executable program, etc. If so the project must review and document security risks. Refer to the Cookbook for Security Considerations for additional guidance, including sample spreadsheets that may be used to conduct the security risk assessment.		Yes
	X	No
		Unknown

Providing electronically access to FHIR endpoints to facilitate scaling FHIR based solutions in response to both CMS and ONC Final Rules

Within each row, enter the explicit work product(s) / objective(s). Indicate their target date at the right in WGM/Ballot Cycle format. Include the project end date as the last objective (for standards projects, the end date will be the projected ANSI approval date).	Target Date(in WGM or ballot cycle format, e.g. ‘2017 Sept WGM’ or ‘2017 Jan Ballot’)
Enter objective/deliverable here. All planned ballots and their target dates should be included The example below is a "STU to Normative" path	Enter Target Date
Submit Exchange IG for STU Ballot (First Ballot Cycle) Submit Query IG for STU Ballot (First Ballot Cycle) Submit Attestation/Validation IG for Comment Ballot (First Ballot Cycle)	2022 Sept Ballot
Complete reconciliation on Query IG STU and submit publication request	2022 December
Complete reconciliation on Exchange IG STU and submit publication request	2023 January
Complete reconciliation on Attestation/Validation IG and ballot for STU	2023 January
Complete reconciliation on Attestation/Validation IG STU and submit publication request	2023 May
STU 2 ballot for all three IGs	2024 January Ballot
Complete STU 2 reconciliation and submit publication request for all three IGs	2024 May-June
Normative ballot for all three IGs	2026 January Ballot
Complete normative reconciliation and submit publication request for all three IGs	2026 May-June
Project End Date (all objectives have been met)	2026 June

Validated Healthcare Directory, Payer Directory, Provider Directory, Endpoint Directory

Utilizes the work done for the Validated Healthcare Directory and the PDex PlanNet FHIR IGs.

Project ID: 1345 Validated Healthcare Directory

Project ID: 1489 Payer Data Exchange

Projects must adhere to the TSC's guidelines (which were approved on 2016-04-04 and summarized in Appendix A).

A template to create a Project Page on the HL7 Wiki is available at: http://wiki.hl7.org/index.php?title=Template:Project_Page.

To be determined

National Healthcare Directory

Are the items being produced by this project backward compatible?	Yes	No	Unknown	X	N/A
If you check 'Yes' please indicate the earliest prior release and/or version to which the compatibility applies:

For V3, are you using the current data types? (Refer to TSC position statement on new projects using R2B for more information on the current V3 data types)	Yes	No	Unknown		N/A

If you check no, please explain the reason:
If desired, enter additional information regarding Backwards Compatibility.

Will this project include/reference external vocabularies?	X	Yes		No		Unknown		N/A
Healthcare Taxonomy, TBD based on scope

	Arden Syntax	V2 Messages – Administrative
	Clinical Information Modeling Initiative (CIMI)	V2 Messages - Clinical
	Clinical Context Object Workgroup (CCOW)	V2 Messages - Departmental
	Domain Analysis Model (DAM)	V2 Messages – Infrastructure
	Electronic Health Record (EHR) Functional Profile	V3 Domain Information Model (DIM / DMIM)
X	FHIR Extensions	V3 Documents – Administrative (e.g. SPL)
X	FHIR Implementation Guide (enter FHIR product version below)	V3 Documents – Clinical (e.g. CDA)
X	FHIR Profiles (enter FHIR product version below)	V3 Documents - Knowledge
	FHIR Resources	V3 Foundation – RIM
X	Guidance (e.g. Companion Guide, Cookbook, etc)	V3 Foundation – Vocab Domains & Value Sets
	Logical Model	V3 Messages - Administrative
	New/Modified/HL7 Policy/Procedure/Process	V3 Messages - Clinical
	New Product Definition (please define below)	V3 Messages - Departmental
	New Product Family (please define below)	V3 Messages - Infrastructure
	Non Product Project - (Educ. Marketing, Elec. Services, etc.)	V3 Rules - GELLO
	White Paper	V3 Services – Java Services (ITS Work Group)
	Creating/Using a tool not listed in the HL7 Tool Inventory	V3 Services – Web Services (SOA)

If you checked New Product Definition or New Product Family, please define below:

For FHIR IGs and FHIR Profiles, what product version(s) will the profiles apply to?

R4

Create new standard				Supplement to a current standard
Revise current standard (see text box below)			X	Implementation Guide (IG) will be created/modified
Reaffirmation of a standard				Project is adopting/endorsing an externally developed IG:
New/Modified HL7 Policy/Procedure/Process				Specify external organization in Sec. 6 below;
				Externally developed IG is to be (select one):
White Paper (select one):				Adopted - OR -	?	Endorsed
	Balloted Informative OR	Non-balloted WG White Paper		N/A (Project not directly related to an HL7 Standard)

If revising a current standard, indicate the following:
- Name of the standard being revised:
- Date it was published (or request for publication, or ANSI designation date)
- Rationale for revision
- The relationship between the new standard and the current standard (is it designed to replace the current standard, a supplement to the current standard, etc.)

If necessary, add any additional ballot information here. If artifacts will be jointly balloted with other SDOs, list the other groups.

Check this box if you will be pursuing a joint copyright. Note that when this box is checked, a Joint Copyright Letter of Agreement must be submitted to the TSC in order for the PSS to receive TSC approval.

Joint Copyrighted Material will be produced?

Yes

X

No

Include SDOs or other external entities you are collaborating with, including government agencies as well as any industry outreach. Indicate the nature and status of the Memorandum of Understanding (MOU) if applicable.
For projects that have some of their content already developed:
How much content for this project is already developed?	based on projects 1345 and 1489
Was the content externally developed ? :	N
Is this a hosted (externally funded) project? (not asking for amount just if funded)	Y	Yes	No

Universal

- OR -

X

Realm Specific

Check here if this standard balloted or was previously approved as realm specific standard

US

Enter “U.S.” or name of HL7 affiliate(s) here. Provide explanation/justification of realm selection. For projects producing deliverables applicable to multiple realms, document those details here.

For Investigative projects, indicate if the project is planned to be Realm Specific or Universal, if known. Work Groups are encouraged designating project a Universal project initially, and discover which Realms can contribute to the work effort during the discovery phase of the project. Note: This status is subject to change during the investigative process.

This section must be completed for projects containing items expected to be ANSI approved, as it is an ANSI requirement for all ballots

		Stakeholders		Vendors		Providers
X		Clinical and Public Health Laboratories		Pharmaceutical	X	Clinical and Public Health Laboratories
X		Immunization Registries	X	EHR, PHR	X	Emergency Services
X		Quality Reporting Agencies		Equipment	X	Local and State Departments of Health
X		Regulatory Agency	X	Health Care IT	X	Medical Imaging Service
		Standards Development Organizations (SDOs)	X	Clinical Decision Support Systems	X	Healthcare Institutions (hospitals, long term care, home care, mental health)
X		Payors	X	Lab	X	Other (specify in text box below)
		Other (specify in text box below)	X	HIS		N/A
		N/A		Other (specify below)
				N/A
	Potentially any organization or individual associated with the delivery or provisioning of healthcare (except for patients and non-licensed care givers)

Click here to go to HL7 Project Scope Statement Instructions#Appendix A for more information regarding this section.
Approvals are by simple majority vote of the approving body

Sponsoring Work Group Approval Date: vote 5-0-0

WG Approval Date

2020-12-09

Administrative review – in parallel with Work Group Approval

Co-Sponsor Group Approval Date vote 14-0-0

Payer/Provider Information Exchange

2021-02-02

Co-Sponsor Group Approval Date vote 19-0-1

Financial Management

2021-02-09

Family Management Group Approval Date(s)

CIMI Projects: CIMI Management Group

CIMI MG Approval Date

CDA Projects: CDA Management Group

CDA MG Approval Date

FHIR Projects: FHIR Management Group

FMG Approval Date

2021-02-17

V2/Publishing Projects: V2 Management Group

V2 MG Approval Date

US Realm Projects: US Realm Steering Committee Approval
(Email WG approved PSS to: tscpm@HL7.org)

USRSC Approval Date

2021-02-23

Affiliate Specific Projects: Affiliate Approval Date

Affiliate Approval Date

Submit PSS to Steering Division after all of the above approvals are received

Steering Division (of Primary Sponsor WG) Approval Date:

SD Approval Date CCYY-MM-DD

2021-04-01

Last PBS Metrics Score:		Green		Yellow		Red
PBS Metrics Reviewed? (required for SD Approval if not green)				Yes		No

ARB and Steering Division approval may be in parallel

Architectural Review Board Approval Date:

(required for externally developed content)

ARB Approval Date

TSC Approval

If applicable, TSC has received a Joint Copyright/Distribution Agreement (containing the verbiage outlined within the SOU),
signed by both parties.

Yes

No

N/A

Technical Steering Committee Approval Date:
(Email SD WG approved PSS to: tscpm@HL7.org)

TSC Approval Date

Comment (aka Comment-Only)

Joint Ballot (with other SDOs)

Informative

N/A (project won’t go through ballot)

STU to Normative - OR -

Normative (no STU)