ASC X12N/TG4/ Group Minutes X12N TG4 Implementation Guides ASC X12 Trimester Meeting (Jun. 7 Jun. 10, 2004)

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1 ASC X12N/TG4/ Group Minutes X12N TG4 Implementation Guides ASC X12 Trimester Meeting (Jun. 7 Jun. 10, 2004) Chair(s) Name Company Term End Date Pete Anderson UnitedHealth Group June 2006 pete_anderson@uhc.com Cathy Sheppard Computer Frontiers February 2005 cathy@sheppardgroup.org Secretary(s) Name Company Term End Date Quorum Requirement Statement (please check one) This group enforces quorum requirements for group voting items. x This group does not enforce quorum requirements for group voting items. Work Products and Status (e.g. Transaction Sets, Implementation Guides, UN/CEFACT development, etc.) Work Product ID Work Product Name Work Product Status # (if applicable) Version 5010 IG Handbook In progress, target 6/04 Version 5010 IG Common Content In progress, target 6/04 Version TR3 draft In progress, target 10/04 Version 5010 IG Handbook Training Not started, target 10/04 Version 5020 IG Handbook Not started, target 2/05 Version 5020 IG Common Content Not started, target 2/05 Version 5020 IG Consistency Standards Not started, target 2/05 Next Trimester Meeting Notification Date: Oct 4 Oct 7 Location: Miami Contact Person: Pete Anderson Agenda (include key items): Review and register project proposals for new IG s, addenda, and errata. Review draft IG s, addenda and errata for due process and make publication recommendations. Provide one-on-one IG author consulting. Monitor informational forums. Develop and publish TG4 procedure documents. Elections Scheduled (include position and term dates): none Special Meeting Notification (e.g. Interim Conference Calls, Industry Meetings, Regulatory Agency Meetings, etc.) Date: Interim Calls on 1 st and 3rd Wednesdays Location: Teleconference call Contact Person: Co-chairs Agenda: Approve previous minutes Information update X12 Compliance Develop 5010 IG Package (IG Handbook, Common Content) Draft TR3 TG4 minutes trimester v0.2.doc 1 printed 7/9/2004

2 Develop 5010 IG Handbook Training Develop 5020 IG Package (IG Handbook, Common Content, Consistency Standards) Date and Minutes of Current Meeting Date: 6/7/2004 6/10/2004 Location: Chicago X12N/TG4 Meeting Minutes Attendees. Designated TG voting representatives: Pete Anderson, Dave Brucker, Ian Fraigun, Sandy Rodaligo, Cathy Sheppard TG members: Steve Bass, Deb Burton, Lisa Schwenker Minutes. Approved minutes from the 5/26/2004 call. Approved minutes from the 6/2/2004 call. Co-chair election. Pete Anderson was nominated and elected co-chair for a two-year term. TG4 membership. Dave Brucker joined TG4 as the third designated TG1 voting representative. Deb Burton joined TG4 as an additional TG2 member. Lisa Schwenker joined TG4 as an additional TG2 member. IG Registry updates. Accepted Registry changes for the following: 811 Motor Vehicle Insurance Coverage Notification (004010X134E1) is withdrawn by TG1 and will be deleted (IG X134 has not been published, so the corrections will be included in the final proof). 274 Health Care Provider Information (004060X182) is withdrawn by TG2 and will be 274 Health Care Provider Directory (004060X183) is withdrawn by TG2 and will be 274 Health Care Provider Credentialing (004060X184) is withdrawn by TG2 and will be 811 Uniform Financial Responsibility Reporting (SR22/SR26) for Automobile Insurance (003050X072) is withdrawn by TG1 and will be deleted if no copies have been sold. 834 Benefit Enrollment and Maintenance (003070X020) is changed from published to not current status. 277 Health Care Claim Request for Additional information (004020X104) is withdrawn by TG2 and will be 275 Additional Information to Support a Health Care Claim or Encounter (004020X107) is withdrawn by TG2 and will be 834 Benefit Enrollment and Maintenance (004060X199) is withdrawn by TG2 and will be 820 Payroll Deducted and Other Group Premium Payment for Insurance Products (004060X200) is withdrawn by TG2 and will be Registered new IG s for the following: 266/824 Automobile Property Record Change Notification (005010Xnnn). This is a new version of X133. Delegate is Dave Brucker. Sponsor will be Ian Fraigun. TG4 minutes trimester v0.2.doc 2 printed 7/9/2004

3 997 Insurance Transaction Functional Acknowledgement (005010Xnnn). See below for additional background on this transaction. 277 Health Care Payer Pended Claim List (005010X228). This is a new version of X070 (pended claim function). Registration is contingent on TG2 approval. Delegate is Mike Cabral. Sponsor will be Pete Anderson. Target date for Information Forum is 2/06. Information Forum Monitoring Monitored the Information Forum for the 811 State Agency Insurance Reporting (004060X201). Recommended/Approved IG s Recommended publication of the 811 State Agency Insurance Reporting (004060X201), contingent on approval of TG1. X12N approved publication. As a TR3, this IG also needs approval by X12F (coordinating), X12J, and PRB. IG Consultation. None TR3. Completed the IGPP for the TR3. The 997 transaction that was described in Appendix B of IG s for version 4060 and below is removed in version 5010 TR3 s. TG4 will be the temporary owner of this TR3. TG4 will consult with X12C and X12N/TG8 for permanent ownership. DSMO Emergency Change Process. Reviewed the proposed DSMO emergency change process at the request of the X12N DSMO representatives. Noted that the underlying problem is the federal process for modifying the standards adopted under HIPAA. Provided clarifying comments and questions to X12N Management. DSMO Change Request Change Log. Met with co-chairs of TG3/WG3 and TG2 to review the DSMO requirement for traceability from a DSMO CR to its implementation. Reaffirmed that: o The description would have to be human-generated by someone familiar with the request and its technical implementation. o The appropriate location to record DSMO traceability is in the X12N adjunct to the DSMO web site. The IG change log is not the appropriate place to record this traceability. IG Handbook for version Considered comments received to-date.. Applied publisher instructions to the review draft. Will wait until June 18 for additional comments. IG Common Content for version Considered comments received to-date.. Applied publisher instructions to the review draft. Will wait until June 18 for additional comments. TG4 minutes trimester v0.2.doc 3 printed 7/9/2004

4 SiteScape. Steve is ready to begin building the TG4 pages on the WPC web site. Pete will document the TG4 tree structure and send to Steve. X12C Work Group for Compliance in X12. No new activity. IG Status. Discussed the need for status designations in addition to published. Determined that designations are needed for: o IG s in development o IG s that have been published o IG s that have been withdrawn (deleted from public view in the Registry) o IG s that are published, but no longer current Exact terminology to be used was not determined. IG Handbook and Common Content Revision Procedure Combined the two procedures in to a single document. Cathy will distribute the electronic version and we will move to approve it on our next call. X12N/TG4 Room Requests for the October Trimester Meeting. The following request was determined and submitted. Date Day Start End Meeting # Config. (AV) Comment 10/4/04 Mon. 1:00 PM 4:00 PM Full Task Group 15 HS (FC, PS) 10/5/04 Tue. 8:00 AM 10:00 AM Full Task Group 15 HS (FC, PS) 10/5/04 Tue. 2:00 PM 4:00 PM IG Handbook Training 50 HS (FC, PS) 10/5/04 Tue. 1:00 PM 4:00 PM One-on-One Consultation 15 HS (FC, PS) 10/6/04 Wed. 10:00 AM 12:00 PM Full Task Group 15 HS (FC, PS) 10/6/04 Wed. 2:00 PM 4:00 PM Full Task Group 15 HS (FC, PS) 10/7/04 Thu. 9:00 AM 11:00 AM Full Task Group 15 HS (FC, PS) Action Items (when applicable) Action Item Responsible Party(ies) Cathy Sheppard Pete Anderson Due Date (when applicable) Mar. 16, 2004 Completed Date Compliance in X12 Report status and recommendations to X12N Management for changes by X12C/TG4/SWG1. IG Grandfathering Document benefits and risks of grandfathering existing X12N IG s as TR3 s. Requested by X12N Management. July 20, 2004 SiteScape Structure and Content Export for conversion to WPC-hosted site. Pete Anderson 997 TR3 Since 997 s are not included in TR3 s, TG4 will draft a 997 TR3 and provide it to X12C as a standalone document. (IGPP needed). October 2004 TR3 Addenda and Errata Determine if we should recommend TR3 Addenda and Errata to X12J. If so, determine criteria and TG4 minutes trimester v0.2.doc 4 printed 7/9/2004

5 type of document (replacement pages or full TR3). X12J Workload Determine and implement procedure to provide X12J with advance notice of TR3 s to be reviewed. TG4 minutes trimester v0.2.doc 5 printed 7/9/2004

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