This page is part of the Da Vinci Patient Cost Transparency Implementation Guide (v2.0.0-ballot: STU 2 Ballot) based on FHIR (HL7® FHIR® Standard) R4. The current version which supersedes this version is 2.0.0. For a full list of available versions, see the Directory of published versions
| Page standards status: Informative | 
This ballot version includes a new use case addressing the need to coordinate GFE collection among providers and makes some modifications to the existing GFE Submit workflow:
| Key | Resolution | Summary | 
|---|---|---|
| FHIR-42832 | Persuasive with Modification | Add slices to the Advanced ExplanationOfBenefit total | 
| FHIR-42707 | Persuasive with Modification | GFE submit operation should describe the wrapping batch-response bundle | 
| FHIR-42785 | Persuasive with Modification | Add "negotiated" code to Network status CodeSystem and adjudication and item.adjudication bound ValueSet | 
| FHIR-43705 | Persuasive | Improve description of OperationOutcome OUT param in $gfe-submit | 
| FHIR-44952 | Persuasive | Relax insurance/coverage requirements on GFE Bundle and GFE claim profiles | 
| FHIR-44955 | Persuasive | Add CDT codes to GFE Claim codes ValueSet bindings | 
| FHIR-44971 | Persuasive | Create an operation to retrieve a GFE Collection Bundle for a task | 
| FHIR-44993 | Persuasive | Create CapabilityStatements for GFE Request workflow | 
| FHIR-45001 | Persuasive | Pre-adopt Coverage.kind into PCT Coverage profile and add declaration | 
| FHIR-45037 | Persuasive | Add proposed service location to GFE information request bundle | 
| FHIR-45053 | Persuasive | Remove GFE Submitter from Claim resource Profiles | 
| FHIR-45055 | Persuasive with Modification | Add a GFE Coordination Workflow to the IG | 
| FHIR-45151 | Persuasive | Add an STU note on all draft pages (narrative & profile) about it being draft | 
| FHIR-45152 | Persuasive | Change the home page STU Note text | 
| FHIR-44951 | Not Persuasive with Modification | Change the GFE Bundle to be contributor specific and add a GFE Collection Bundle | 
| FHIR-45054 | Persuasive with Modification | Create a GFE Coordination Bundle for submitting a GFE Coordination request | 
| FHIR-45061 | Persuasive | Section 3.3 US Core currently resolves to US Core 6.1 in two places. It should actually NOT point to US Core 6.1.0, but US Core 3.1.1 | 
| FHIR-45060 | Persuasive | The header for section 3.2.1 reads FHIR Version, but the link reads FHIR R4 US Core and points to US Core 6.1 instead of the FHIR R4 Specification. | 
| FHIR-43329 | Persuasive | Correct Example fullURL to use the right resource base | 
| FHIR-44859 | Persuasive | Correct the spelling of the word definition | 
| FHIR-44691 | Persuasive | Correct typo in index page regarding future IG | 
| FHIR-44970 | Persuasive | Add a GFE Request Information Bundle and related profiles | 
| FHIR-44954 | Persuasive | Create Coordinating Request Task and Contributing Provider Request Task Profiles | 
| FHIR-44778 | Persuasive | Create an GFE Summary Profile to add to the GFE Bundle | 
| FHIR-42827 | Persuasive | Create an AEOB Summary Profile to add to the AEOB Bundle | 
| FHIR-43330 | Persuasive with Modification | Correct invariant expressions where a coding is checked | 
This STU Update includes a number of changes addressing some critical and minor fixes including:
| Key | Resolution | Summary | 
|---|---|---|
| FHIR-40526 | Accepted Technical Correction | Fixed Value CodeableConcept discriminator elements should have a max Cardinality of 1 | 
| FHIR-40812 | Persuasive | Change AEOB adjudication[adjustmentreason] binding to adjustment reason codes | 
| FHIR-42786 | Persuasive with Modification | Correct Adjudication reason ValueSet binding for network status adjudication category slices | 
| FHIR-41490 | Accepted Technical Correction | Update link for Asynchronous Interaction Request Pattern to point to R5 instead of CI | 
| FHIR-42825 | Persuasive with Modification | Add extension for benefit balance remaining amount | 
| FHIR-42910 | Persuasive | Change constraint in ExplanationOfBenefit.benefitBalance.financial allowed[x] and used[x] | 
| FHIR-43065 | Accepted Technical Correction | Correct Date Of Service SearchParameter expression | 
| FHIR-43111 | Persuasive | Correct Invariant issues identified in the IG Publisher | 
| FHIR-43077 | Persuasive | Assign context to all of the extensions | 
| FHIR-43330 | Persuasive with Modification | Assign context to all of the extensions | 
| FHIR-43329 | Persuasive | Correct Example fullURL to use the right resource base | 
There were many changes to all the profiles, value sets, etc. since the last ballot. The details are listed in the section below. High level changes since the ballot are:
| Key | Resolution | Summary | 
|---|---|---|
| FHIR-35228 | Persuasive | PCT GFE Institutional .item, remove .item estimated DOS extension | 
| FHIR-34692 | Persuasive | Institutional profile - modify mapping of charge amount | 
| FHIR-34816 | Persuasive | Professional profile - modify mapping of charge amount | 
| FHIR-34928 | Persuasive with Modification | US Core Reference | 
| FHIR-34934 | Persuasive with Modification | Terms and concepts - Charge Master Description | 
| FHIR-34935 | Persuasive with Modification | Terms and concepts - Collection of Services | 
| FHIR-34938 | Persuasive | Systems Update | 
| FHIR-35207 | Persuasive with Modification | Disclaimer wording is awkward in MRI scenario | 
| FHIR-35234 | Persuasive | Remove section 4.4 Testing requirements | 
| FHIR-34925 | Persuasive | In the Coverage profile, remove Must Support from costToBeneficiary | 
| FHIR-34919 | Persuasive | Modify AEOB profile to add Practitioner | 
| FHIR-34915 | Persuasive with Modification | Require pattern for AEOB profile claim.use; add MS to claim.status | 
| FHIR-34904 | Persuasive | AEOB profile - remove expirationDate | 
| FHIR-34661 | Persuasive | Remove Must Support from Institutional.facility | 
| FHIR-34505 | Persuasive | Clarify wording for Claim Resource in GFE Bundle Resource | 
| FHIR-35236 | Persuasive | Remove inherited invariants from profile pages | 
| FHIR-34969 | Persuasive with Modification | stronger language in P&S section | 
| FHIR-34936 | Persuasive | Terms and concepts - De-identified Minimum Negotiated Rate | 
| FHIR-36025 | Persuasive | PCT AEOB Profile - Add PractitionerRole to provider | 
| FHIR-34933 | Persuasive | Terms and concepts updates - Consolidated Appropriations Act | 
| FHIR-34976 | Persuasive with Modification | change SHOULD to SHALL | 
| FHIR-34931 | Persuasive with Modification | Terms and concepts updates - Advanced EOB | 
| FHIR-34939 | Persuasive | Downloads | 
| FHIR-35230 | Persuasive | PCT GFE Professional - remove procedure:other slice | 
| FHIR-35274 | Persuasive | Security and Privacy section mentioning X12 | 
| FHIR-34791 | Persuasive with Modification | Require pattern for professional profile claim.use; add MS to claim.status | 
| FHIR-35357 | Persuasive | Move downloads to its own page with a menu link | 
| FHIR-35344 | Persuasive | Add link to GFE Submit operation in referenced Overview text | 
| FHIR-35340 | Persuasive | Include link to HRex IG in overview | 
| FHIR-35264 | Persuasive | Add link to GFE Submit operation | 
| FHIR-35266 | Persuasive | Define AEOB on first use on page | 
| FHIR-34927 | Persuasive with Modification | Update Example | 
| FHIR-35200 | Persuasive | All diagrams should have an identifier to make it easy to reference. | 
| FHIR-35170 | Persuasive with Modification | Add definition of GFE | 
| FHIR-34691 | Persuasive with Modification | Institutional profile - remove location extension | 
| FHIR-34995 | Persuasive | Clarify a single PCT GFE Bundle SHALL only contain gfe for a single patient | 
| FHIR-34942 | Persuasive | GFE Professional Claim .accident, constrain to locationAddress, add binding to country code | 
| FHIR-34941 | Persuasive | PCT GFE Institutional - .accident, constrain to locationAddress and add binding for country code | 
| FHIR-35102 | Persuasive with Modification | edit definition of Changemaster | 
| FHIR-34650 | Persuasive with Modification | Require pattern for institutional profile claim.use; add MS to claim.status | 
| FHIR-34980 | Persuasive | Patient Profile - remove employeeID | 
| FHIR-34794 | Persuasive with Modification | Define Servicing Facility reference resource as an organization, not a location | 
| FHIR-34984 | Persuasive with Modification | Remove PractitionerRole Profile | 
| FHIR-34906 | Persuasive with Modification | PCT GFE Institutional supportingInfo:typeOfBill .code | 
| FHIR-34983 | Persuasive | Remove the Location Profile | 
| FHIR-35147 | Persuasive | Remove Code Systems defined for testing purposes | 
| FHIR-36640 | Persuasive | Define Institutional Servicing Facility reference resource as an organization, not a location | 
| FHIR-35256 | Persuasive with Modification | More guidance is required for the AEOB Out of network provider info | 
| FHIR-35208 | Persuasive | Provide link to the CAA No Surprises legislation | 
| FHIR-35219 | Persuasive | PCT GFE Institutional - .careTeam:attending - PCT Practitioner only | 
| FHIR-34953 | Persuasive | Payer Intermediary and FHIR-X12 Translators | 
| FHIR-34787 | Persuasive | Move Security section to own page as a Menu item | 
| FHIR-34810 | Persuasive with Modification | Professional Profile: Difference between the Provider Event Methodology and the Provider GFE Grouper Methodology | 
| FHIR-34809 | Persuasive with Modification | Professional Profile - remove location extension | 
| FHIR-37632 | Not Persuasive with Modification | Make AEOB .benefitPeriod cardinality 1..1 | 
| FHIR-37636 | Persuasive | Add markdown datatype to disclaimer extension | 
| FHIR-36200 | Persuasive with Modification | AEOB - Add a String Element to contain the Description of the Provided Service | 
| FHIR-37625 | Persuasive with Modification | Change AEOB element short description and comments on ExplanationOfBenefit.created | 
| FHIR-34811 | Not Persuasive with Modification | Change GFE Billing Provider Line Item Control Number to item.sequence | 
| FHIR-34946 | Persuasive with Modification | use of the term "near real time" | 
| FHIR-35097 | Persuasive with Modification | Could payers reasonably produce an AEOB in 5 minutes? | 
| FHIR-34892 | Persuasive with Modification | Change terminology for 'Submitting Provider' to 'Convening Provider' | 
| FHIR-35233 | Persuasive | Fixed display values should not generally be required | 
| FHIR-35145 | Not Persuasive with Modification | Practitioner Profile - add NUCC Value Set to .qualification | 
| FHIR-34943 | Persuasive with Modification | Remove the Taxonomy extension from Organization | 
| FHIR-35262 | Persuasive | Change the use of payor to payer | 
| FHIR-35265 | Persuasive | Add EOB.use to explanation of predetermination | 
| FHIR-35268 | Persuasive | Correct wording on example regarding occurence of resource | 
| FHIR-36647 | Persuasive | Add missing '$' to FSH alias reference. | 
| FHIR-34956 | Not Persuasive with Modification | Out of Network Info | 
| FHIR-34792 | Persuasive | Modify .provider Reference Resource | 
| FHIR-34900 | Persuasive with Modification | PCT Practitioner - Add explicit identifier slice for Tax ID | 
| FHIR-35103 | Persuasive | rewrite in third person | 
| FHIR-35263 | Persuasive | Update the the finally published version of HRex | 
| FHIR-36198 | Persuasive | PCT Coverage - check to ensure is based on HRex - Missing Group Slice in IG | 
| FHIR-37653 | Persuasive | Align PCT Coverage with HRex 1.0.0 Coverage | 
| FHIR-35326 | Persuasive with Modification | Update Overview to better reflect the workflow | 
| FHIR-34951 | Persuasive with Modification | Stronger language as to why Provider SHOULD also receive AEOB | 
| FHIR-34954 | Persuasive with Modification | Overview Flow | 
| FHIR-34947 | Persuasive with Modification | should state the close relationship between GFEs/AEOBs and X12 claims/ERAs | 
| FHIR-35328 | Persuasive | Change overview language regarding X12 | 
| FHIR-35322 | Persuasive with Modification | Institutional profile - supportingInfo:typeOfBill update | 
| FHIR-35240 | Not Persuasive with Modification | Remove Organization.identfier ccn as MS element | 
| FHIR-34944 | Not Persuasive with Modification | In the Organization profile, update the ccn identifier description | 
| FHIR-34979 | Persuasive with Modification | Organization Profile - add payer id and NAIC identifiers | 
| FHIR-34937 | Persuasive | References to CAA | 
| FHIR-34924 | Persuasive with Modification | Reference to X12 | 
| FHIR-35104 | Persuasive with Modification | Advanced EOB Response to Provider(s) Must Be Optional | 
| FHIR-35056 | Not Persuasive with Modification | Revise PCT Organization Type Code System | 
| FHIR-34982 | Not Persuasive with Modification | Practitioner Profile - update the ccn identifier description | 
| FHIR-34922 | Persuasive | In the Coverage profile, define slices for .class | 
| FHIR-35014 | Persuasive with Modification | GFE Submitter Must be Uniform Across All GFEs within a Bundle | 
| FHIR-35379 | Persuasive | Add invariant requiring only a single GFE submitter | 
| FHIR-34687 | Not Persuasive with Modification | Institutional Profile - add estimated admission period | 
| FHIR-34666 | Persuasive with Modification | Define DRG as .supportingInfo on Institutional Profile | 
| FHIR-35330 | Persuasive | Correct overview wording using IG name | 
| FHIR-35202 | Persuasive | "Must Support" is not defined in this IG and it has to be since it is applied to several of the Resources | 
| FHIR-34945 | Persuasive with Modification | Organization Profile - delete tin identifier | 
| FHIR-38766 | Persuasive | Remove MS from AEOB.item.revenue | 
| FHIR-35237 | Persuasive | FHIR US Core 3.1 is required for providers/payers to support adjacent ONC/CMS regulation | 
| FHIR-38125 | Persuasive | Remove Must Support from PreAuthRef | 
| FHIR-35294 | Not Persuasive with Modification | Coverage Profile - modify .subscriber Reference resource | 
| FHIR-34990 | Not Persuasive with Modification | Define RelatedPerson Profile | 
| FHIR-35216 | Persuasive with Modification | AEOB Item links to GFE | 
| FHIR-34920 | Persuasive | On the AEOB profile, remove requirement for net; add requirement for adjudication | 
| FHIR-37934 | Persuasive | Make type of bill on institutional supportinginfo cardinality 1..1 | 
| FHIR-35108 | Persuasive with Modification | which x12 specifications? | 
| FHIR-36761 | Persuasive | Institutional GFE - Chg procedure:primary to procedure:principal, modify definition | 
| FHIR-35243 | Not Persuasive with Modification | Add relatedPerson to Subscriber reference types | 
| FHIR-35217 | Not Persuasive with Modification | Updating / Cancelling AEOB Request | 
| FHIR-37516 | Persuasive with Modification | Change careTeam:rendering slice on Institutional GFE to only be a Human (not Organization) | 
| FHIR-35095 | Persuasive | Utilize Distinct FHIR Profiles for Professional and Institutional Claims | 
| FHIR-38126 | Persuasive | Add Disclaimer extension to GFEs | 
| FHIR-34948 | Persuasive | Make a stronger case as to why FHIR is the best | 
| FHIR-35254 | Not Persuasive with Modification | compoundDrugLinkingNum needs more guidance | 
| FHIR-34905 | Persuasive with Modification | PCT GFE Professional - Create identifier slices rather than extensions | 
| FHIR-35246 | Persuasive with Modification | Create slices on identifier instead of creating extensions | 
| FHIR-35258 | Persuasive with Modification | Require type and subtype in AEOB | 
| FHIR-34903 | Persuasive with Modification | PCT GFE Institutional - Identifiers. Add slices to .identifier rather than creating extensions | 
| FHIR-35319 | Persuasive with Modification | Institutional Profile - define Point of Origin, Admission Type and Discharge Status | 
| FHIR-37720 | Persuasive with Modification | Add the extension gfeProviderAssignedIdentifier to the AEOB Profile. (at the header level) | 
| FHIR-34897 | Not Persuasive with Modification | PCT Practitioner - remove endpoint extension add slice on contact | 
| FHIR-36193 | Not Persuasive with Modification | Plan or Coverage Entity Name and GFE Plan or Coverage Payer Name appear to be the same | 
| FHIR-34901 | Persuasive with Modification | Institutional profile - define careTeamSequence | 
| FHIR-34955 | Persuasive with Modification | Network status in advanced EOB profile | 
| FHIR-35069 | Persuasive with Modification | Professional profile - update careTeam | 
| FHIR-35057 | Persuasive with Modification | Institutional profile - add diagnosis slice, add invariants | 
| FHIR-35249 | Persuasive with Modification | More clearly define the purpose and constraints of ProviderEventMethodology | 
| FHIR-35273 | Persuasive | Provide means to declare an in or out of network/coverage status for AEOB | 
| FHIR-35272 | Persuasive with Modification | Provide a means to specify a denial reason in AEOB | 
| FHIR-35222 | Persuasive with Modification | PCT GFE Institutional - Claim.CareTeam:operating - PCT Practitioner, fix NUCC | 
| FHIR-35261 | Persuasive | Make Conformance statement verbs in bold format | 
| FHIR-38644 | Persuasive with Modification | Add provider descriptions for patients to both encounter and claim level | 
| FHIR-37581 | Persuasive with Modification | Add clarifying comment to processNote with best practice for patient information | 
| FHIR-38840 | Persuasive with Modification | Allow GFE Submitter to be Practitioner in Institutional GFE | 
| FHIR-35088 | Persuasive with Modification | Institutional and Professional profiles - NDC mapping and Value Set | 
| FHIR-39416 | Persuasive with Modification | Remove disclaimer extension from AEOB and update processNote description and cardinality | 
| FHIR-35453 | Persuasive | Harmonize Profiles with the CARIN BB IG | 
| FHIR-34913 | Persuasive | Harmonize CARIN BB and PCT FHIR data element mapping and Value Sets | 
| FHIR-35238 | Persuasive | Include a CapabilityStatement | 
| FHIR-38842 | Persuasive with Modification | Patient should be able to search EOBs, not get Bundles | 
| FHIR-35063 | Persuasive with Modification | polling mechanism in question | 
| FHIR-34974 | Persuasive with Modification | need to better explain the need for all the workflow steps | 
| FHIR-35271 | Persuasive with Modification | AEOB Query should take a different approach | 
| FHIR-34789 | Persuasive | Rewrite to make easier to understand the API | 
| FHIR-34997 | Persuasive with Modification | Change who gets authentication done in AEOB request from payer | 
| FHIR-34914 | Persuasive with Modification | Response to gfe-submit is unclear | 
| FHIR-34952 | Persuasive with Modification | Process Flow Revisions | 
| FHIR-34940 | Persuasive with Modification | Process for Sharing Advanced EOBs with Providers | 
| FHIR-34533 | Persuasive with Modification | Is return type form GFE Submit Appropriate? | 
| FHIR-35124 | Persuasive with Modification | Use of the FHIR API for Advanced AOBs to Member Must Be Optional | 
| FHIR-35199 | Persuasive with Modification | Diagram in Overview seems to imply that the Patient could only get a response from an Intermediary | 
| FHIR-39463 | Persuasive | Remove MS from AEOB.priority | 
| FHIR-39465 | Persuasive | Make AEOB.insurance.coverage MS | 
| FHIR-35143 | Persuasive with Modification | Professional profile - modify requirement for careTeam.qualification | 
| FHIR-35140 | Persuasive with Modification | Institutional profile - modify requirement for careTeam.qualification | 
| FHIR-38771 | Persuasive with Modification | Add note in overview that this IG does not address eligibility, prior authorization, or coordination of benefits | 
| FHIR-34964 | Persuasive with Modification | provider web portal? | 
| FHIR-38127 | Persuasive | GFE profiles need to require item.net | 
| FHIR-35250 | Not Persuasive with Modification | Use Claim.billablePeriod instead of creating a new extension | 
| FHIR-34785 | Persuasive with Modification | simplify menu navigation | 
| FHIR-37963 | Persuasive | Redesign subjectToMedicalMgmt extension to support CodeableConcept and string | 
| FHIR-34786 | Persuasive with Modification | Simplify or Replace figures with tables | 
| FHIR-35051 | Persuasive with Modification | Modify GFE and AEOB Bundle Graphics | 
| FHIR-39415 | Persuasive with Modification | Add service description to AEOB header | 
| FHIR-34532 | Persuasive | Need example of return from gfe-submit | 
| FHIR-34963 | Persuasive with Modification | GFE and AEOB Bundle Graphics | 
| FHIR-39397 | Persuasive | Add clarity for the operation outcome when server doesn't include AEOB | 
| FHIR-34962 | Persuasive | GFE and AEOB Bundle Graphics | 
| FHIR-39346 | Persuasive | Add a slice on AEOB.identifier for unique claim id to align with CARIN, but clarify in the description that it is the payer's claim id. | 
| FHIR-34961 | Persuasive with Modification | Detailed Requirements Summary | 
| FHIR-35269 | Persuasive with Modification | Specify OperationOutcome requirements for common outcomes | 
| FHIR-39379 | Persuasive with Modification | Make date of service required and add search parameter | 
| FHIR-38770 | Persuasive | Add Operational requirement that the GFE linked in the AEOB is an exact copy of the provider submitted GFE Bundle | 
| FHIR-38120 | Persuasive | Add an Operational requirement about GFE stored as is as originally received and not updated. | 
| FHIR-38738 | Persuasive with Modification | Define assumptions about what payers must verify in the GFE | 
| FHIR-39380 | Persuasive | Guiding principle for repeating items in GFE in AEOB | 
| FHIR-38122 | Persuasive | Specify more details on the scope of the IG regarding coordination of benefits and other use cases | 
| FHIR-35260 | Persuasive with Modification | Add slice requirements for AEOB adjudication categories | 
| FHIR-38835 | Persuasive | Consider GFE Value to Indicate if Member Has Agreed to Balance Billing | 
| FHIR-35378 | Persuasive with Modification | Add entry slices on Bundles for expected and required resource types | 
| FHIR-34930 | Persuasive | Add Relationshiop Diagram |