esMD Initiative

HL7 CDP1 IG Community Meeting
The community meetings for the HL7 Complete Documents for Payers Set 1 will be held every Friday at 2PM ET.

esMD Pilots
Information on esMD Pilots is now available here: esMD Pilots.
To register as a pilot for esMD, please visit: esMD Pilots Registration Page.
Edit Announcements Table

esMD Meeting Schedule (at-a-glance)

For more detailed meeting information, agendas, attendance, and notes, please visit the Initiative Workgroup Meetings page (located in the main menu above)


eDoC Harmonization WorkgroupElectronic Determination of
Coverage Workgroup
Weekly MeetingCurrently On HoldCurrently On Hold
Webex URLhttps://siframework1.webex.com/https://siframework1.webex.com/
Meeting MaterialsClick HereClick Here

Initiative Overview

Healthcare payers frequently request that providers submit additional medical documentation for a specific claim to support claims processing and other administrative functions, such as the identification of improper payments. Currently, Medicare Review Contractors request approximately 2 million medical documents per year by mailing a paper request letter via US Postal Service to healthcare providers. Until recently, providers had only two options for submitting the requested records: mailing a letter or sending a fax. The manual paper process is costly, time consuming and can delay proper claims processing on both the senders’ and receivers’ ends.

As of September 15, 2011, a pilot group of Health Information Handlers (HIHs) and Medicare Review Contractors began accepting electronic submissions from providers as part of the first phase of esMD. These electronic submissions consist of an unstructured PDF format of a scanned image, with an X12 wrapper. There is added value to CMS, Commercial Payers, and Providers in pursuing additional automation of the electronic request and submissions process.

CMS continues to investigate additional capabilities of electronic submission of medical documentation. The next release, esMD Phase 2, is planned for January 2013, which will enable Medicare Review Contractors to send electronic medical request letters, eliminating the need to send the paper letters via mail. CMS has joined the Standards & Interoperability (S&I) Framework to accomplish their immediate goals for Phase 2, and to address their long-term requirement for replacement of wet signatures by using the open forum, community expertise, and reusable assets that the S&I Framework provides.

The key objectives for the S&I Framework esMD Initiative include:

  • Identify a standards-based machine-interoperable electronic format to replace the current paper version of the medical document request letter sent to providers
  • Develop a registration process to allow Providers to sign up to receive electronic medical documentation request letters from CMS Review Contractors
  • Identify a secure method of sending medical documentation request letters from CMS review contractors to providers
  • Identify a solution that will enable an electronic replacement of wet signatures, for medical documents submitted from providers to CMS

esMD Artifacts

esMD WorkgroupesMD Artifact Name and LinkLast UpdatedStatusLink to Wiki Page
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer2/1/13Consensus ApprovedPPA Use Case 1
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer (Digital Signature Re-write)1/14/15Consensus Approved
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer2/1/13Consensus ApprovedesMD Use Case 1 Implementation Guide Consensus Page
eMDR and Structured ContentSecure Transportation and Structured Content of eMDRs5/30/13Consensus ApprovedeMDR and Structured Content Use Case 2
eMDR and Structured ContentSecure Transportation and Structured Content of eMDRs: Implementation Guide2/1/13Consensus ApprovedesMD Use Case 2 Implementation Guide
Provider Directory Guidance for esMDProvider Directory Query Guidance for esMD2/1/13Consensus ApprovedProvider Directory Query Guidance for esMD
Author of Record Level 1- Digital Credentials SWGAoR L1 SWG Report: Digital Credential Management White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 2 White Paper
Author of Record Level 1- Identity Proofing SWGAoR L1 SWG Report: Identity Proofing White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 2 White Paper
Author of Record Level 1- Digital Signatures and Delegation of Rights SWGAoR L1 SWG Report: Digital Signatures and Delegation of Rights White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 3 White Paper
Author of Record Level 1AoR L1 Use Case2/22/13Consensus ApprovedAoR L1 Use Case
Author of Record Level 1AoR L1 IG2/22/13Consensus ApprovedAoR L1 IG
Author of Record Level 1AoR L1 IG (Digital Signature Re-write)1/7/15Consensus Approved
Author of Record Level 2AoR L2 Use Case3/20/13Consensus ApprovedAoR L2 Use Case
Author of Record Level 2AoR L2 IG3/20/13Consensus ApprovedAoR L2 IG
Author of Record Level 2HL7 Implementation Guide for CDA® Release 2: Digital Signatures and Delegation of Rights, Release 110/2014HL7 Draft Standard for Trial Use (DSTU)HL7 Digital Signatures IG
Electronic Determination of Coverage (eDoC)eDoC Use Case7/10/13Consensus ApprovedesMD eDoC General Use Case
Electronic Determination of Coverage (eDoC)eDoc Power Mobility Device (PMD) User Story10/30/13Consensus ApprovedPMD User Story
Electronic Determination of Coverage (eDoC)eDoC Lower Limb Prosthesis (LLP)1/8/14Consensus ApprovedLLP User Story
Electronic Determination of Coverage (eDoC)eDoc Oxygen Providers and Portable Oxygen (OCPO) User Story3/31/15Consensus ApprovedOCPO User Story
Electronic Determination of Coverage (eDoC)eDoC Home Health Services User Story10/21/2015Consensus ApprovedHome Health User Story
Electronic Determination of Coverage (eDoC)eClinical Templates for Structured Data Capture on FHIR Use Case7/22/15In ProgresseClinical Templates for SDC on FHIR Use Case
Electronic Determination of Coverage (eDoC)HL7 CDA® Release 2 Implementation Guide: Additional CDA R2 Templates – Clinical Documents for Payers Set 1, Release 1 – US Realm8/2015HL7 Draft Standard for Trial Use (DSTU)CDP1 Page
Electronic Determination of Coverage (eDoC)Companion Guide for Order Validation using the ASC X12 278 Transaction Set7/22/15Consensus ApprovedesMD eDoC 278 Order Validation Companion Guide Consensus Review
Electronic Determination of Coverage (eDoC)Companion Guide for Order Validation using the ASC X12 837 Transaction Set7/22/15Consensus ApprovedesMD eDoC 837 Order Validation Companion Guide Consensus Review
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 275 (X275) Transaction Sets9/3/14Consensus ApprovedesMD eDoC 275 (X275) Companion Guide Consensus
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 275 (X278) Transaction Sets7/17/14Consensus ApprovedesMD eDoC 275 (X278) Companion Guide Consensus
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 278 Transaction Sets7/16/14Consensus ApprovedesMD eDoC 278 Companion IG Consensus
Electronic Determination of Coverage (eDoC)eClinical Template PMD Data Model12/2/15In Progress

Overall esMD Initiative Timeline

esMD timeline Jan 2016.png

esMD Initiative

HL7 CDP1 IG Community Meeting
The community meetings for the HL7 Complete Documents for Payers Set 1 will be held every Friday at 2PM ET.

esMD Pilots
Information on esMD Pilots is now available here: esMD Pilots.
To register as a pilot for esMD, please visit: esMD Pilots Registration Page.
Edit Announcements Table

esMD Meeting Schedule (at-a-glance)

For more detailed meeting information, agendas, attendance, and notes, please visit the Initiative Workgroup Meetings page (located in the main menu above)


eDoC Harmonization WorkgroupElectronic Determination of
Coverage Workgroup
Weekly MeetingCurrently On HoldCurrently On Hold
Webex URLhttps://siframework1.webex.com/https://siframework1.webex.com/
Meeting MaterialsClick HereClick Here

Initiative Overview

Healthcare payers frequently request that providers submit additional medical documentation for a specific claim to support claims processing and other administrative functions, such as the identification of improper payments. Currently, Medicare Review Contractors request approximately 2 million medical documents per year by mailing a paper request letter via US Postal Service to healthcare providers. Until recently, providers had only two options for submitting the requested records: mailing a letter or sending a fax. The manual paper process is costly, time consuming and can delay proper claims processing on both the senders’ and receivers’ ends.

As of September 15, 2011, a pilot group of Health Information Handlers (HIHs) and Medicare Review Contractors began accepting electronic submissions from providers as part of the first phase of esMD. These electronic submissions consist of an unstructured PDF format of a scanned image, with an X12 wrapper. There is added value to CMS, Commercial Payers, and Providers in pursuing additional automation of the electronic request and submissions process.

CMS continues to investigate additional capabilities of electronic submission of medical documentation. The next release, esMD Phase 2, is planned for January 2013, which will enable Medicare Review Contractors to send electronic medical request letters, eliminating the need to send the paper letters via mail. CMS has joined the Standards & Interoperability (S&I) Framework to accomplish their immediate goals for Phase 2, and to address their long-term requirement for replacement of wet signatures by using the open forum, community expertise, and reusable assets that the S&I Framework provides.

The key objectives for the S&I Framework esMD Initiative include:

  • Identify a standards-based machine-interoperable electronic format to replace the current paper version of the medical document request letter sent to providers
  • Develop a registration process to allow Providers to sign up to receive electronic medical documentation request letters from CMS Review Contractors
  • Identify a secure method of sending medical documentation request letters from CMS review contractors to providers
  • Identify a solution that will enable an electronic replacement of wet signatures, for medical documents submitted from providers to CMS

esMD Artifacts

esMD WorkgroupesMD Artifact Name and LinkLast UpdatedStatusLink to Wiki Page
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer2/1/13Consensus ApprovedPPA Use Case 1
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer (Digital Signature Re-write)1/14/15Consensus Approved
Provider Profiles Authentication (PPA)PPA Use Case 1- Provider Registration with Payer2/1/13Consensus ApprovedesMD Use Case 1 Implementation Guide Consensus Page
eMDR and Structured ContentSecure Transportation and Structured Content of eMDRs5/30/13Consensus ApprovedeMDR and Structured Content Use Case 2
eMDR and Structured ContentSecure Transportation and Structured Content of eMDRs: Implementation Guide2/1/13Consensus ApprovedesMD Use Case 2 Implementation Guide
Provider Directory Guidance for esMDProvider Directory Query Guidance for esMD2/1/13Consensus ApprovedProvider Directory Query Guidance for esMD
Author of Record Level 1- Digital Credentials SWGAoR L1 SWG Report: Digital Credential Management White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 2 White Paper
Author of Record Level 1- Identity Proofing SWGAoR L1 SWG Report: Identity Proofing White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 2 White Paper
Author of Record Level 1- Digital Signatures and Delegation of Rights SWGAoR L1 SWG Report: Digital Signatures and Delegation of Rights White Paper1/9/13Consensus ApprovedesMD AoR L1 SWG 3 White Paper
Author of Record Level 1AoR L1 Use Case2/22/13Consensus ApprovedAoR L1 Use Case
Author of Record Level 1AoR L1 IG2/22/13Consensus ApprovedAoR L1 IG
Author of Record Level 1AoR L1 IG (Digital Signature Re-write)1/7/15Consensus Approved
Author of Record Level 2AoR L2 Use Case3/20/13Consensus ApprovedAoR L2 Use Case
Author of Record Level 2AoR L2 IG3/20/13Consensus ApprovedAoR L2 IG
Author of Record Level 2HL7 Implementation Guide for CDA® Release 2: Digital Signatures and Delegation of Rights, Release 110/2014HL7 Draft Standard for Trial Use (DSTU)HL7 Digital Signatures IG
Electronic Determination of Coverage (eDoC)eDoC Use Case7/10/13Consensus ApprovedesMD eDoC General Use Case
Electronic Determination of Coverage (eDoC)eDoc Power Mobility Device (PMD) User Story10/30/13Consensus ApprovedPMD User Story
Electronic Determination of Coverage (eDoC)eDoC Lower Limb Prosthesis (LLP)1/8/14Consensus ApprovedLLP User Story
Electronic Determination of Coverage (eDoC)eDoc Oxygen Providers and Portable Oxygen (OCPO) User Story3/31/15Consensus ApprovedOCPO User Story
Electronic Determination of Coverage (eDoC)eDoC Home Health Services User Story10/21/2015Consensus ApprovedHome Health User Story
Electronic Determination of Coverage (eDoC)eClinical Templates for Structured Data Capture on FHIR Use Case7/22/15In ProgresseClinical Templates for SDC on FHIR Use Case
Electronic Determination of Coverage (eDoC)HL7 CDA® Release 2 Implementation Guide: Additional CDA R2 Templates – Clinical Documents for Payers Set 1, Release 1 – US Realm8/2015HL7 Draft Standard for Trial Use (DSTU)CDP1 Page
Electronic Determination of Coverage (eDoC)Companion Guide for Order Validation using the ASC X12 278 Transaction Set7/22/15Consensus ApprovedesMD eDoC 278 Order Validation Companion Guide Consensus Review
Electronic Determination of Coverage (eDoC)Companion Guide for Order Validation using the ASC X12 837 Transaction Set7/22/15Consensus ApprovedesMD eDoC 837 Order Validation Companion Guide Consensus Review
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 275 (X275) Transaction Sets9/3/14Consensus ApprovedesMD eDoC 275 (X275) Companion Guide Consensus
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 275 (X278) Transaction Sets7/17/14Consensus ApprovedesMD eDoC 275 (X278) Companion Guide Consensus
Electronic Determination of Coverage (eDoC)Companion Guide with ASC X12N 278 Transaction Sets7/16/14Consensus ApprovedesMD eDoC 278 Companion IG Consensus
Electronic Determination of Coverage (eDoC)eClinical Template PMD Data Model12/2/15In Progress

Overall esMD Initiative Timeline

esMD timeline Jan 2016.png
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