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1a. Project Name

MTM Comprehensive Medication Review (CMR) Summary FHIR IG

1b. Project ID


1c. Is Your Project an Investigative Project (aka PSS-Lite)?


1d. Is your Project Artifact being Reaffirmed or proceeding to Normative directly after being either Informative or STU?


1e. Today's Date

1f. Name of standard being reaffirmed

1g. Project Artifact Information

1h. ISO/IEC Standard to Adopt

1i. Does the standard include excerpted text from one or more ISO, IEC or ISO/IEC standards, but is not an identical or modified adoption?

1j. Unit of Measure

2a. Primary/Sponsor WG


2d. Project Facilitator

Scott Robertson

2e. Other Interested Parties (and roles)


2f. Modeling Facilitator

2g. Publishing Facilitator

Margaret Weiker (NCPDP)

2h. Vocabulary Facilitator

2i. Domain Expert Representative

2j. Business Requirements Analyst

2k. Conformance Facilitator

Scott Robertson

2l. Other Facilitators

2m. Implementers

3a. Project Scope

The MTM Encounter supporting documentation templates will be based on the HL7 Implementation Guide for FHIR: Designed to provide a vehicle for reporting the results from a Medication Therapy Management (MTM) Comprehensive Medication Review (CMR). MTM Services (e.g., Clinical Documentation, Medication Therapy Outcomes), and the patient-specific Personal Medication Action Plan and Medication List.


3b. Project Need

This project will support the documentation and communication needs of the expanding MTM services arena as well as support the CMS Medicare Part D reporting and patient information requirements for MTM.

3c. Security Risk


3d. External Drivers

CMS Medicare Part D program is in the process of revising the CMR summary regulatory requirements.

3e. Objectives/Deliverables and Target Dates

Completion of CMR Summary FHIR IG January 2022 Ballot
Project End Date January 2023 WGM

3f. Common Names / Keywords / Aliases:

MTM CMR; CMR summary; CMR

3g. Lineage

3h. Project Dependencies

3i. HL7-Managed Project Document Repository URL:

Confluence site to be created

3j. Backwards Compatibility


3k. Additional Backwards Compatibility Information (if applicable)

3l. Using Current V3 Data Types?


3l. Reason for not using current V3 data types?

3m. External Vocabularies


3n. List of Vocabularies


3o. Earliest prior release and/or version to which the compatibility applies

4a. Products

FHIR Implementation Guide

4b. For FHIR IGs and FHIR Profiles, what product version(s) will the profiles apply to?

4c. FHIR Profiles Version

4d. Please define your New Product Definition

4d. Please define your New Product Family

5a. Project Intent

Implementation Guide (IG) will be created/modified

5a. White Paper Type

5a. Is the project adopting/endorsing an externally developed IG?

5a. Externally developed IG is to be (select one)

5a. Specify external organization

5a. Revising Current Standard Info

5b. Project Ballot Type

STU to Normative

5c. Additional Ballot Info

5d. Joint Copyright

5e. I understand I must submit a Joint Copyright Letter of Agreement to the TSC in order for the PSS to receive TSC approval.


6a. External Project Collaboration


6b. Content Already Developed

6c. Content externally developed?

6d. List Developers of Externally Developed Content

6e. Is this a hosted (externally funded) project?


6f. Stakeholders

Regulatory Agency, Standards Development Organizations (SDOs), Other

6f. Other Stakeholders

MTM pharmacists

6g. Vendors

EHR, PHR, Other

6g. Other Vendors

Vendors for MTM support systems (where not part of an EMR)

6h. Providers

Healthcare Institutions (hospitals, long term care, home care, mental health), Other

6h. Other Providers

MTM Pharmacists

6i. Realm

U.S. Realm Specific

7d. US Realm Approval Date

7a. Management Group(s) to Review PSS


7b. Sponsoring WG Approval Date

7c. Co-Sponsor Approval Date

7c. Co-Sponsor 2 Approval Date

7c. Co-Sponsor 3 Approval Date

7c. Co-Sponsor 4 Approval Date

7c. Co-Sponsor 5 Approval Date

7c. Co-Sponsor 6 Approval Date

7c. Co-Sponsor 7 Approval Date

7c. Co-Sponsor 8 Approval Date

7c. Co-Sponsor 9 Approval Date

7c. Co-Sponsor 10 Approval Date

7e. CDA MG Approval Date

7f. FMG Approval Date

7g. V2 MG Approval Date

7h. Architecture Review Board Approval Date

7i. Steering Division Approval Date

7j. TSC Approval Date

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