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Payer Data Exchange (PDex) -  clinical data generated by payers to be shared with providers

Sponsoring Workgroup: Financial Management Home

Payer Data Exchange (PDex) Implementation Guide:

Payer Data Exchange (PDex) - Formulary Implementation Guide:

Payer Data Exchange (PDex) - Plan Network Directory Implementation Guide:

Project Milestones




February 2019
FHIR Gap AnalysisFebruary 2019
Profile and Operation DevelopmentMarch 2019
Connectathon Scenario Definition and PlanningMarch/ April 2019

Test Case Development

May 2019
ConnectathonMay 2019
Reference ImplementationJune 2019
STU BallotJuly 2019

Conference Call Sign Up

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Da Vinci Conference Call Sign Up Instructions

Conference Call Schedule & Dial-In

Fridays at 12pm Eastern

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Early September (July) Ballot Milestones - PDex, PDex Formulary


Early September (July) Ballot Deadlines (2019)

Notice of Intent to Ballot

May 20, 2019

Initial IG Content

May 19, 2019
Ballot Signup StartsMay 20, 2019
Ballot QA PeriodJune 6, 2019

Final IG Content

June 17, 2019
Ballot Signup EndsJune 20, 2019

Ballot Voting Starts

June 21, 2019

Ballot Voting Ends

July 21, 2019

Ballot Reconciliation Starts

August 2019

Early February 2020 Ballot Milestones - PDex Directory


Early February 2020 Ballot Deadlines

QA Period StartsOctober 7, 2019
Final IG October 21, 2019

Ballot Voting Starts

October 25, 2019

Ballot Voting Ends

November 25, 2019

Ballot Reconciliation Starts

December 2019

PDex Team:

RoleName OrganizationEmail 
Project Lead & Implementation Guide Lead - PDexMark 
Project Lead - PDexTony
Implementation Guide SupportRick GeimerLantana
Implementation Guide SupportLloyd McKenzie
Reference Implementation LeadWill
Program ManagerJocelyn KeeganPoint of Care
Technical DirectorDr. Viet NguyenStratametrics 
Business Process
Project ManagerDana MarcelonisPoint of Care

PDex Formulary Team

RoleName OrganizationEmail 
Implementation Guide and Reference ImplementationDave
Business Process SMEJean Duteau
Business Process SMERobert DieterleEnableCare

PDex Directory Team

RoleName OrganizationEmail 
Implementation Guide Co-LeadDaniel Chaput

Implementation Guide Co-Lead

Reference Implementation LeadMitre

Business Process SMERobert

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