1a. Project Name

SD 2020-02-04 PSS CDA R2.1 Tutorial Development & Certification Exam Update

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

CDA R2.1 Exam & Tutorial

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

Structured Documents

2d. Project Facilitator

Calvin Beebe

2e. Other Interested Parties (and roles)

Education Director
CDA Management Group

2f. Modeling Facilitator

2g. Publishing Facilitator

2h. Vocabulary Facilitator

2i. Domain Expert Representative

2j. Business Requirements Analyst

2k. Conformance Facilitator

2l. Other Facilitators

2m. Implementers

3a. Project Scope

The project is composed of two phases:
1. Creation of a tutorial focusing on CDA R2.1 enhancements and changes. Useful for general interest and CDA IG Developers. Assumes that participants have taken the CDA R2.0 tutorials or have had equivalent experience.
2. The creation of a new CDA R2.1 certification exam, which verifies competency with the CDA R2.1 standard for those developing CDA R2.1 implementation guides.


3b. Project Need

The new standard has been created and we need to share how to use it and what it can do.
Communicate the benefits of using CDA R2.1 generally and for CDA Implementation Guide Developers.

3c. Security Risk

3d. External Drivers

3e. Objectives/Deliverables and Target Dates

Phase 1
1.1 Identification of the learning objectives, scope and target audience, etc. For creation of a new tutorial at HL7.
1.2 Completion of the CDA R2.1 tutorial content and associated materials.

Phase 2.
2.1 Establish project detail plan, once need for exam has been established.
2.2 Creation of a new exam, contains CDA R2.0 questions which are still valid and additional questions from the new standard. Likely estimated at 70%-80% (old) 20%-30% (new) content.

3f. Common Names / Keywords / Aliases:

3g. Lineage

3h. Project Dependencies

3i. HL7-Managed Project Document Repository URL:

(a password protected URL will 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

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

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

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

6f. Other Stakeholders

6g. Vendors

6g. Other Vendors

6h. Providers

6h. Other Providers

6i. Realm


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