HL7 Project Tracking: Patient Matching

HL7 Project Information

Targeted HL7 Ballot Cycle: January 2022 - STU

Sponsoring HL7 Workgroup: Patient Administration

HL7 Project Page: Interoperable Digital Identity and Patient Matching Capabilities

HL7 Project Artifacts:

Related HL7 FHIR Connectathon Tracks

Project Milestones

Event	Milestones	Due Date	Lead	Status	Supporting Materials
HL7 January 2022 Ballot Cycle	Project Proposal Approval			Complete 4/14/21 - Patient Administration Workgroup agreed to sponsor this project request per meeeting minutes	Project Proposal - https://jira.hl7.org/browse/PSS-1796 Accepted: May 4, 2021
	PSS Workgroup Approval	June 11, 2021	Carmen, Julie	Complete Approved: June 9, 2021 Reviewed with Payer/Provider Information Exchange on Thursday, May 27th - they decided not to be a co-sponsor at this time, but will reach out periodically to request updates Emailed Public Health and CBCP as an FYI that PSS is available for review on 6/9/21	Project Scope Statement (PSS) Sponsor: Patient Administration PA Workgroup 6-9-21 Meeting Minutes Co-Sponsors: TBD Interested Parties: Community-Based Care and Privacy (CBCP), Public Health, Payer/Provider Information Exchange
	PSS FMG Approval		Meena	Complete Approved: June 16, 2021	FMG 6/16/21 meeting minutes
	PSS US Realm Steering Committee Approval		Meena	Complete Approved: June 22, 2021	US Realm 6/22/21 meeting minutes Added text to PSS: “This FHIR implementation guide will use the US Core profiles. If this FHIR implementation guide is unable to use a US Core profile, we will follow the Cross Group Projects WG's variance request process, and provide the US Realm Steering Committee an approved rationale for deviation in the implementation guide where applicable.” https://confluence.hl7.org/display/USR/US+Core+Language+For+IG+PSSs https://confluence.hl7.org/display/CGP/US+Core+Variance+Request+Process US Realm would like us to liaise with Ron Parker at TSC (transferable standards) and to be cognizant of international applications of this IG as we proceed, since they expect it will have global utility even though we have a rationale for being US Realm only for now. US Realm also indicated the team should review a related IHE initiative: https://wiki.ihe.net/index.php/PDQ_Matching
	PSS TSC Approval Deadline	Aug 22, 2021		Complete Approved: June 28, 2021	TSC eVote: https://confluence.hl7.org/display/TSC/TSC+e-Vote+2021-06-21 TSC 6/28 Meeting Minutes
	Develop project page(s) in Confluence		Dana	FAST Confluence page - COMPLETE HL7 Confluence page - COMPLETE	FAST Confluence site for private team admin, project tracking, content sharing HL7 Workgroup Confluence site/ project page for public project information, documentation
	Finalize IG development team		ONC/ FAST Leads		IG writer role needed
	Decide when to take working sessions public/ add to HL7 calendar	End of August			In process
	Define IG scope/requirements	End of July? (2 working sessions?)			Starting points in cross-org matching scenario in the Identity solution document (Includes $ match inputs, elements on an individual identifier that should be required). Continue to catalog existing efforts in the field relating to digital identity.
	Draft $ match operation	End of Aug? (2 working sessions?)			Articulate the best practice inputs and outputs, including level of verification as applicable, to help cross-org exchange participants establish confidence in use of $match and similar matching workflows. Identify the use cases where different match requirements might be appropriate (patient access, TPO, etc.).
	Define best practices, FHIR profiles, etc.	End of Sept? (2 working sessions?)			Provide guidance on best practice identity verification procedures and how this information is communicated in an interoperable way. If time: baseline requirements for individual Digital Identity and how it is represented and used in FHIR transactions.
	Refine IG	End of Oct? (3 working sessions?)			Review and discuss draft document, adding points of clarification and addressing preliminary community feedback. Address global use of this IG, its crossover to IHE, ?
	FHIR IG Proposal Due to FMG	Oct 31, 2021		Patient Administration Workgroup approved 9/8/21 - 2021-09-08 Conference Call Agenda	FMG IG proposal template - https://confluence.hl7.org/display/FHIR/IG+Proposals Project facilitator needs to meet with FMG to get this reviewed/ approved
	FHIR IG Publisher/Validation Issues Reported	Oct 31, 2021			IG tooling needs to be up and running (publisher/validation issues reported)
	Notice of Intent to Ballot (NIB)	Oct 31, 2021			Project facilitator needs to work with HL7 workgroup to have them complete and submit the NIB prior to deadline
	Ballot Signup Starts	Nov 8, 2021	N/A
	Get on Workgroup Agenda to Review IG	Week of Nov 15, 2021			Co-sponsor review?
	QA Period Starts	Nov 23, 2021			IG content needs to be ‘frozen’ by the time of this review by HL7 workgroup; after review, only non-substantive changes can be made (e.g., edits to address workgroup concerns, typos, formatting, etc.)
	QA Period Ends	Dec 2, 2021
	Submit Publication Readiness Checklist	Dec 3, 2021
	Final IG Content	Dec 5, 2021			IG is complete
	Ballot Readiness Signoff	Dec 7-8, 2021
	Ballot Signup Ends	Dec 8, 2021	N/A
	Ballot Voting Starts	Dec 10, 2021	N/A
	Ballot Voting Ends	Jan 9, 2022	N/A
Sept 2021 Connectathon	Sept 2021 Connectathon Proposals Due	July 21, 2021			Previously-used Cross-Org Application Access track udpated for Sept Connectathon Added preliminary business rules $match that requires certain inputs and expects certain outputs, varying based on B2B or B2C use cases identified as highest priorities
	Track orientation session	Late Aug/ early Sept 2021			8/16, 8/30 and 9/13 track prep scheduled; recordings available
	Participate in event	Sept 13-15, 2021
Jan 2022 Connectathon	Jan 2022 Connectathon proposals due	Nov 16, 2021
	Track orientation session
	Participate in event

Connectathon History

Event	Milestones	Due Date	Status	Supporting Materials
May 2021 Connectathon	May 2021 Connectathon Proposals Due	Mar 23, 2021	COMPLETE	Test initial $match concepts within 2021-05 Cross Organization Application Access track
	Track orientation session	May 4-May 14, 2021
	Participate in event	May 17-19, 2021
July 2021 CMS Connectathon	Participate in event	July 21, 2021	COMPLETE	Additional discussion of $match attributes and level of verification within FAST Security track

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HL7 January 2022 Ballot Cycle

Sept 2021 Connectathon

Jan 2022 Connectathon

Connectathon History

May 2021 Connectathon