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To create a new PSS using the Confluence Form, log into Confluence, then click on the elipses (...) next to the Create button above. See How to Create a PSS from Template for more information.

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Pharmaceutical Quality (PQ)Smita HastakJul 19, 2019
SHIFT PSS-liteGora DattaJul 18, 2019
Tooling Catalog Annual Clean-upAndrew StatlerJul 18, 2019
HL7 CDS Hooks: Hook DefinitionsHoward StrasbergJul 17, 2019
Mobile Health App Data ExchangeKeith W. BooneJul 17, 2019
School Healthcare Innovation Framework utilizing Technology (SHIFT)Matthew GrahamJul 02, 2019
HL7 Standard: Abstract Transport Specification R2Anthony JulianJul 02, 2019
Version 2 Quality Criteria PSSAnthony JulianJul 01, 2019
Dental CCD Implementation GuideRussell OttJun 26, 2019
PSS for Anaesthesia Billing SupportMary Kay McDanielJun 18, 2019
Standardized Medication ProfileJean DuteauMay 31, 2019
sIRB PSSHugh GloverMay 23, 2019
FHIR DS4P IG PSSKathleen ConnorMay 21, 2019
PSS for CARIN Consumer-facing Real-time Pharmacy Benefit CheckRyan HowellsMay 21, 2019
Vital Signs PSSNathan DavisMay 20, 2019
Conformance Testing and Validation of FHIR Implementation PSSIoana SingureanuMay 20, 2019
BRIDG R5.3 UpdateHugh GloverMay 16, 2019
VANGUARD PSSRichard R. EsmondMay 16, 2019
Laboratory Model / Profiles PSSRichard R. EsmondMay 16, 2019
Chronic Disease Management PSSRichard R. EsmondMay 16, 2019
Pain Assessment PSSRichard R. EsmondMay 16, 2019
PSS for CARIN Blue ButtonAmol VyasMay 16, 2019
Birth Defects DAM and FHIR IGCraig NewmanMay 10, 2019
Gender Harmony Project PSSRob McClureMay 09, 2019
2019-01-21 Reducing Clinician Burden Investigative ProjectGary DickinsonMay 08, 2019
PSS for Payer Data Exchange (PDex) (Updated)Robert DieterleMay 08, 2019
FHIR GDPR IGAlexander MenseMay 08, 2019
Dental Attachment Implementation Guide (Orthodontic, Periodontal)Russell OttMay 08, 2019
Skin and Wound PSSRichard R. EsmondMay 07, 2019
V2+ PSSLynn LaaksoMay 07, 2019
2019-02-20 Characteristics of Realm Transferable Standards SpecificationsAnthony JulianMay 05, 2019
PSS for AlertsRobert DieterleApr 16, 2019
Update and Separate the HL7 V2 Conformance Methodology SpecificationAnne WizauerApr 16, 2019
International Patient Summary (IPS) Implementation GuideRobert HausamApr 08, 2019
Consolidated CDA STU 2019 UpdateAustin KreislerApr 04, 2019
PSS for Patient Data Exchange for Value-Based CareRobert DieterleApr 03, 2019
PSS for Chronic Illness Documentation for Risk AdjustmentRobert DieterleApr 03, 2019
PSS for Patient Cost TransparancyRobert DieterleApr 03, 2019
PSS for Risk Based Contract Member IdentificationRobert DieterleApr 03, 2019
PSS for Payer Coverage Decision ExchangeRobert DieterleApr 03, 2019
HL7 Clinical Genomics Domain Information Model(s)Robert FreimuthApr 02, 2019
C-CDA Companion Guide UpdatesBrett MarquardApr 02, 2019
Minimal Common Oncology Data Elements (mCODE) Project Scope Statement (PSS)Mark KramerApr 01, 2019
C-CDA Rubric CriteriaJoshua ProciousMar 27, 2019
2019-01-21 ISO 13606-3/FHIR Implementation GuideGary DickinsonMar 26, 2019
PSS for Health Record Exchange (HRex) FrameworkRobert DieterleMar 26, 2019
PSS for Clinical Data Exchange (CDex)Robert DieterleMar 26, 2019
PSS for eClinical Data Exchange (eCDx)Robert DieterleMar 25, 2019
PSS for Documentation Templates and RulesRobert DieterleMar 19, 2019
V3 Lab Results R1 Reaffirmation PSSHans BuitendijkMar 14, 2019
UDI Pattern R2 PSSHans BuitendijkMar 12, 2019
PSS for Payer Data Exchange (PDex)Robert DieterleMar 05, 2019
PSS for FHIR DME OrdersRobert DieterleMar 05, 2019
PSS for Prior-Authorization SupportRobert DieterleMar 04, 2019
New Project Proposed in San Antonio (Dennis)Melva PetersFeb 28, 2019
ARB Process Review Template PSSAnthony JulianFeb 12, 2019
2019-01-31 Dental FP PSSMark JanczewskiFeb 07, 2019
Withdraw hData PSSJerry GoodnoughFeb 07, 2019
2-To-FHIRHans BuitendijkFeb 07, 2019
FHIR Quality Measure Implementation Guide PSSFloyd EisenbergFeb 05, 2019
QDM-based HQMF Implementation Guide WithdrawalFloyd EisenbergFeb 05, 2019
Vocabulary Binding Concepts, Principles, and Practices PSSReuben DanielsJan 17, 2019
Dental Interoperability Investigative ProjectTodd CooperNov 30, 2018
eSource PSSHugh GloverOct 16, 2018

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Summary Created Updated Reporter Status sponsoring work groups co-sponsoring work groups management groups steering division us realm



The intent of this test plan is to define the testing and expected result of the Project Scope Statement Approval Pilot on Confluence using the “Project Scope Statement” space ( ) and the Jira project: Project Scope Statement ( https:/s/ ).

There are seven (7) roles in the Project Scope Statement approval, all of which will test the Project Scope Statement Index according to their role.

The Project Scope Statement was designed with the following in mind:

  • An effective tracking method must exist for PSS’s (Project Scope Statements) in their approval process, to include final approval.
  • The PMO (Project Management Officer) will be notified upon creation and publication of each PSS.
  • The most recent PSS template must be used by all PSS Creators (HL7 Project Scope Statement Template).
  • The PSS must undergo the follow workflow before final Approval:



There are seven roles in total for each PSS approval. In all roles, the user is expected to be a registered user.

  • Creators – Users within a workgroup that author and setup the initial PSS Template. This user will be responsible for “Watching” the PSS page.
  • Sponsoring WorkGroup – The initial group to review a PSS Draft. A vote (with link to PSS) will be necessary to decide approval.
  • Approval Groups – Co-sponsoring WorkGroups, FHIR Management Group, V2 Management Group, CDA Management Group, US Realm, Architecture Review Board
  • Steering Division – one of the follow four groups: Infrastructure Steering Division, Clinical Steering Division, Administrative Steering Division, Organizational Support Steering Division
  • Technical Steering Committee – group who will review and cast vote for the TSC
  • Project Management Officer – user who will conduct PMO updates
  • Administrator – user responsible for functioning PSS approval environment


Approvals will be conducted by a state transition of sub-tasks according to appropriate approving group.

The parent issue initially created in Jira will auto-transition dependent on the status of each approving groups (sub-tasks of parent issue).

History of all actions is recorded under the "History" tab on the Parent Issue in Jira.


Rejections will be conducted by the appropriate approval group. Rejections will signify that errors have occurred up until that point of review and will require significant modifications. Upon rejection, the PSS will pause in its approval process and the Sponsoring Workgroup will be notified. At this point, it is the Sponsoring Workgroup’s duty to review and correct errors noted on PSS and then transition the appropriate subtask back to “Ready for Review”. At this point the reviewing group will review changes made and transition their applicable sub-task to Approve. If changes were not adequate, the reviewing group may reject again and the process cycles until the reviewing group approves.  

History of all actions is recorded under the "History" tab on the Parent Issue in Jira.


Revisions will be conducted by any role who become aware of a point that needs attention in the PSS. Revisions will be relayed to the Creators by Inline Comments and “@mentioning” within the PSS itself. Revisions are not significant enough to use the rejection cycle of addressing issues as listed above. 

NOTE: any revisions are seen as supporting work to accomplish the PSS approval but will not be recognized in official workflow/approval. The official workflow is that which takes place in Jira under the Project Scope Statement project. 

Testing Process

  1. A Creator will author a PSS in the appropriate space/ use existing PSS.  
  2. The Sponsoring WorkGroup will review/approve/comment for revision.
  3. The PMO will receive notification and insert Project ID into PSS.
  4. The Creator will transition PSS to Group Approvals, notifying applicable groups.
  5. Approval Groups will review/approve/comment for revision.
  6. The Creator will monitor PSS for all approvals/revisions/comments and transition PSS to appropriate Steering Division Approval.
  7. The appropriate Steering Division will review/approve/reject/comment for small revision.
  8. Upon Steering Division approval the TSC will be notified.
  9. The TSC will review/approve/reject/comment for small revision.
  10. Upon TSC approval the PSS will enter the Published State.
  11. Upon the Published State being reached, all feedback will be reviewed by Administrator and handled (either brought to group for approval/implementation or direct implementation
  12. Administrator will compose a Post Test Review and present to testing group.

Creation Process

How to Create a PSS PILOT

Approval Process

How to Approve a PSS PILOT

Specific Role Assignments

(those taking part in the PILOT)

Work Groups:

Infrastructure & Messaging

Implementable Technology Specifications

Electronic Services and Tools

Clinical Quality Information

Clinical Decision Support

Management Groups:

Architecture Review Board

Standards Governance Board

US Realm:

Dave Hamill

Steering Division:

Clinical Steering Division, Infrastructure Steering Division, Organizational Support Steering Division



Administrator: Joshua Procious

Pilot Walkthrough


Help/Good practices

  • Two tabs open. One with PSS in Confluence. One with Jira Issue.
  • If things behave unexpectedly, first check should always be if you're logged in for both Jira and Confluence. If you are not, certain elements will not be displayed. 
  • Documentation & Help

  File Modified
PNG File WORK Group set up.png Oct 15, 2018 by Joshua Procious
PNG File Confluence-Jira Link.png Dec 06, 2018 by Joshua Procious
PNG File PSS approval Workflow.png Dec 12, 2018 by Joshua Procious
Microsoft Word Document PSS Pilot Test Plan Outline.docx Feb 12, 2019 by Joshua Procious

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