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Support the portability of coverage by exchanging information between payers to define decision making and supporting documentation with regard to treatment for chronic illnesses without the need to burden the provider and/or patient or risk a discontinuity of care.

Workflow (click on the image to enlarge it)


Supports continuity of treatment when patients enroll with a new payer by enabling a transfer of “current active treatments” between the prior payer and the new payer

Reduces the need for providers and/or patients to resubmit supporting documentation to the new payer in order to continue patient treatment

Reduces interruption in care plan and medication adherence

Reduces waste and rework by all parties

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HL7 Conference Call Center

Da Vinci Conference Call Sign Up Instructions

Conference Call Schedule & Dial-Ins

Fridays at 2pm Eastern

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United States: +1 (571) 317-3112

Access Code: 871-056-477

Project Milestones


September Ballot Deadlines (2019)

Publish IG STU1

Oct/Nov 2020
Ballot Project Milestone Goals coming soon.H2 2021

PCDE Team:

RoleName OrganizationEmail 
Implementation Guide LeadLloyd McKenzieGevity
Implementation Guide Co-AuthorJean Duteau

Reference Implementation Co-Lead@Joe 
Reference Implementation
Business Process SMERobert
Program ManagerJocelyn KeeganPoint of Care
Technical DirectorDr. Viet NguyenStratametrics 
Project ManagerVanessa CandeloraPoint of Care 

Historical Milestones Met:

Jan2019 Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec
STU1 Milestones
Continuous Improvement


IG Development

Reference Implementation

STU Ballot (Sept2019)

Ballot Reconciliation





Tentative Target: STU Ballot Round 2

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