Id2.16.840.1.113883.10.20.22.4.61Effective Date2015‑08‑01
Statusdraft DraftVersion Label2.1
NamePolicyActivityV3Display NamePolicy Activity (V3)
Description
A policy activity represents the policy or program providing the coverage. The person for whom payment is being provided (i.e., the patient) is the covered party. The subscriber of the policy or program is represented as a participant that is the holder of the coverage. The payer is represented as the performer of the policy activity.
ContextParent nodes of template element with id 2.16.840.1.113883.10.20.22.4.61
ClassificationCDA Entry Level Template
Open/ClosedOpen (other than defined elements are allowed)
Used by / Uses
Used by 2 transactions and 4 templates, Uses 1 template
Used by as NameVersion
2.16.840.1.113883.3.1937.99.3.4.31Transactionfinal Transfer Summary (V2)2015‑08‑01
2.16.840.1.113883.3.1937.99.3.4.23Transactionfinal Continuity of Care Document (CCD) (V3)2015‑08‑01
2.16.840.1.113883.10.20.22.1.2linkdraft Continuity of Care Document (CCD) (V3) (2.1)2015‑08‑01
2.16.840.1.113883.10.20.22.1.13linkdraft Transfer Summary (V2) (2.1)2015‑08‑01
2.16.840.1.113883.10.20.22.2.18linkdraft Payers Section (V3) (2.1)2015‑08‑01
2.16.840.1.113883.10.20.22.4.60Containmentdraft Coverage Activity (V3) (2.1)2015‑08‑01
Uses as NameVersion
2.16.840.1.113883.10.20.22.5.2Includedraft US Realm Address (AD.US.FIELDED) (2.1)2015‑08‑13
RelationshipSpecialization: template 2.16.840.1.113883.10.12.301 CDA Act (2005‑09‑07)
ref
ad1bbr-

Version: template 2.16.840.1.113883.10.20.22.4.61 Policy Activity (2013‑01‑31)
ItemDTCardConfDescriptionLabel
cda:act
PolidotstyV3
@classCode
cs1 … 1FACTCONFdots8898
 SHALL contain exactly one [1..1] @classCode="ACT" Act (CodeSystem: HL7ActClass urn:oid:2.16.840.1.113883.5.6 STATIC) (CONF:1198-8898).
@moodCode
cs1 … 1FEVNCONFdots8899
 SHALL contain exactly one [1..1] @moodCode="EVN" Event (CodeSystem: ActMood urn:oid:2.16.840.1.113883.5.1001 STATIC) (CONF:1198-8899).
cda:templateId
II1 … 1MC-CDA R1.1 templateId root without an extensionCONFdots2936
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.61
cda:templateId
II1 … 1MSHALL contain exactly one [1..1] templateId (CONF:1198-8900) such that itCONFdots8900
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.61CONFdots0516
 SHALL contain exactly one [1..1] @root="2.16.840.1.113883.10.20.22.4.61" (CONF:1198-10516).
@extension
st1 … 1F2015-08-01CONFdots2595
 SHALL contain exactly one [1..1] @extension="2015-08-01" (CONF:1198-32595).
cda:id
II1 … *SHALL contain at least one [1..*] id (CONF:1198-8901).

This id is a unique identifier for the policy or program providing the coverage

CONFdots8901
cda:code
CD (extensible)1 … 1SHALL contain exactly one [1..1] code, which SHOULD be selected from ValueSet Health Insurance Type urn:oid:2.16.840.1.113883.3.88.12.3221.5.2 DYNAMIC (CONF:1198-8903).CONFdots8903
 CONF
The value of @code should be drawn from value set 2.16.840.1.113883.3.88.12.3221.5.2 Health Insurance Type (DYNAMIC)
cda:translation
 (extensible)1 … *This code SHALL contain at least one [1..*] translation, which SHOULD be selected from ValueSet Payer urn:oid:2.16.840.1.114222.4.11.3591 (CONF:1198-32852).CONFdots2852
 CONF
The value of @code should be drawn from value set 2.16.840.1.114222.4.11.3591 Payer (DYNAMIC)
cda:statusCode
CS1 … 1MSHALL contain exactly one [1..1] statusCode (CONF:1198-8902).CONFdots8902
@code
CONF1 … 1Fcompleted
cda:performer
1 … 1MSHALL contain exactly one [1..1] performer (CONF:1198-8906) such that it

This performer represents the Payer.

CONFdots8906
where [cda:templateId/@root='2.16.840.1.113883.10.20.22.4.87']
@typeCode
cs1 … 1FPRFCONFdots8907
 SHALL contain exactly one [1..1] @typeCode="PRF" Performer (CodeSystem: HL7ParticipationType urn:oid:2.16.840.1.113883.5.90 STATIC) (CONF:1198-8907).
cda:templateId
II1 … 1MSHALL contain exactly one [1..1] templateId (CONF:1198-16808).CONFdots6808
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.87CONFdots6809
 This templateId SHALL contain exactly one [1..1] @root="2.16.840.1.113883.10.20.22.4.87" Payer Performer (CONF:1198-16809).
cda:assignedEntity
1 … 1MCONFdots8908
cda:id
II1 … *This assignedEntity SHALL contain at least one [1..*] id (CONF:1198-8909).CONFdots8909
cda:code
CE0 … 1RCONFdots8914
cda:addr
AD0 … 1RThis assignedEntity MAY contain zero or one [0..1] US Realm Address (AD.US.FIELDED) (identifier: urn:oid:2.16.840.1.113883.10.20.22.5.2) (CONF:1198-8910).CONFdots8910
Included from 2.16.840.1.113883.10.20.22.5.2 US Realm Address (AD.US.FIELDED) (2015‑08‑13)
cda:addr
USRedotsLDED
@nullFlavor
cs0 … 1 
@use
set_cs0 … 1 SHOULD contain zero or one [0..1] @use, which SHALL be selected from ValueSet PostalAddressUse urn:oid:2.16.840.1.113883.1.11.10637 STATIC 2005-05-01 (CONF:81-7290).CONFdots7290
 CONF
The value of @use shall be drawn from value set 2.16.840.1.113883.1.11.10637 PostalAddressUse (DYNAMIC)
 Constraint*SHALL NOT* have mixed content except for white space
 ConstraintIf the country is US, the state element is required but SHOULD have @nullFlavor if the state is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies (CONF:81-10024).
cda:country
ADXP0 … 1RSHOULD contain zero or one [0..1] country, which SHALL be selected from ValueSet Country urn:oid:2.16.840.1.113883.3.88.12.80.63 DYNAMIC (CONF:81-7295).CONFdots7295
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.63 Country (DYNAMIC)
cda:state
ADXP0 … 1RSHOULD contain zero or one [0..1] state (ValueSet: StateValueSet urn:oid:2.16.840.1.113883.3.88.12.80.1 DYNAMIC) (CONF:81-7293).CONFdots7293
 ConstraintState is required if the country is US. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies (CONF:81-10024).
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.1 StateValueSet (DYNAMIC)
 Schematron assertrolered error 
 test@nullFlavor or (cda:country='US' and cda:state) or (cda:country!='US') or (not(cda:country) and cda:state) 
 MessageState is required if the country is US. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies. 
cda:city
ADXP1 … 1RSHALL contain exactly one [1..1] city (CONF:81-7292).CONFdots7292
cda:postalCode
ADXP0 … 1RSHOULD contain zero or one [0..1] postalCode, which SHOULD be selected from ValueSet PostalCode urn:oid:2.16.840.1.113883.3.88.12.80.2 DYNAMIC (CONF:81-7294). 
CONFdots7294
 ConstraintIf the country is US, the postalCode element is required but SHOULD have @nullFlavor if the postalCode is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the postalCode MAY be present but MAY be bound to different vocabularies (CONF:81-10025).
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.2 PostalCode (DYNAMIC)
 Schematron assertrolered error 
 test@nullFlavor or (cda:country='US' and cda:postalCode) or (cda:country!='US') or (not(cda:country) and cda:postalCode) 
 MessageIf the country is US, the postalCode element is required but SHOULD have @nullFlavor if the postalCode is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the postalCode MAY be present but MAY be bound to different vocabularies (CONF:81-10025). 
cda:streetAddressLine
ADXP1 … 4RCONFdots7291
 Schematron assertrolered error 
 test@nullFlavor or (count(cda:streetAddressLine) > 0 and count(cda:streetAddressLine) < 5) 
 MessageSHALL contain at least one and not more than 4 streetAddressLine (CONF:81-7291) 
 Schematron assertrolered error 
 test@nullFlavor or (cda:city and cda:streetAddressLine)  
 Message 
cda:telecom
TEL0 … *This assignedEntity MAY contain zero or more [0..*] telecom (CONF:1198-8911).CONFdots8911
cda:representedOrganization
0 … 1RCONFdots8912
 Schematron assertrolered error 
 testcda:performer[cda:templateId[@root='2.16.840.1.113883.10.20.22.4.87']]/cda:assignedEntity[count(cda:representedOrganization) < 2] 
 MessageThis assignedEntity SHOULD contain zero or one [0..1] representedOrganization (CONF:1198-8912). 
cda:name
0 … 1RThe representedOrganization, if present, SHOULD contain zero or one [0..1] name (CONF:1198-8913).CONFdots8913
cda:performer
0 … *RSHOULD contain zero or more [0..*] performer="PRF" Performer (CodeSystem: HL7ParticipationType urn:oid:2.16.840.1.113883.5.90 STATIC) (CONF:1198-8961) such that it

This performer represents the Guarantor.

CONFdots8961
where [cda:templateId/@root='2.16.840.1.113883.10.20.22.4.88']
@typeCode
cs0 … 1FPRFCONFdots8961
cda:templateId
II1 … 1MSHALL contain exactly one [1..1] templateId (CONF:1198-16810).CONFdots6810
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.88CONFdots6811
 This templateId SHALL contain exactly one [1..1] @root="2.16.840.1.113883.10.20.22.4.88" Guarantor Performer (CONF:1198-16811).
cda:time
0 … 1RSHOULD contain zero or one [0..1] time (CONF:1198-8963).CONFdots8963
cda:assignedEntity
1 … 1MCONFdots8962
cda:code
CE1 … 1MThis assignedEntity SHALL contain exactly one [1..1] code (CONF:1198-8968).CONFdots8968
@code
CONF1 … 1FGUAR
@codeSystem
1 … 1F2.16.840.1.113883.5.110
cda:addr
AD0 … 1RThis assignedEntity SHOULD contain zero or one [0..1] US Realm Address (AD.US.FIELDED) (identifier: urn:oid:2.16.840.1.113883.10.20.22.5.2) (CONF:1198-8964).CONFdots8964
Included from 2.16.840.1.113883.10.20.22.5.2 US Realm Address (AD.US.FIELDED) (2015‑08‑13)
cda:addr
USRedotsLDED
@nullFlavor
cs0 … 1 
@use
set_cs0 … 1 SHOULD contain zero or one [0..1] @use, which SHALL be selected from ValueSet PostalAddressUse urn:oid:2.16.840.1.113883.1.11.10637 STATIC 2005-05-01 (CONF:81-7290).CONFdots7290
 CONF
The value of @use shall be drawn from value set 2.16.840.1.113883.1.11.10637 PostalAddressUse (DYNAMIC)
 Constraint*SHALL NOT* have mixed content except for white space
 ConstraintIf the country is US, the state element is required but SHOULD have @nullFlavor if the state is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies (CONF:81-10024).
cda:country
ADXP0 … 1RSHOULD contain zero or one [0..1] country, which SHALL be selected from ValueSet Country urn:oid:2.16.840.1.113883.3.88.12.80.63 DYNAMIC (CONF:81-7295).CONFdots7295
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.63 Country (DYNAMIC)
cda:state
ADXP0 … 1RSHOULD contain zero or one [0..1] state (ValueSet: StateValueSet urn:oid:2.16.840.1.113883.3.88.12.80.1 DYNAMIC) (CONF:81-7293).CONFdots7293
 ConstraintState is required if the country is US. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies (CONF:81-10024).
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.1 StateValueSet (DYNAMIC)
 Schematron assertrolered error 
 test@nullFlavor or (cda:country='US' and cda:state) or (cda:country!='US') or (not(cda:country) and cda:state) 
 MessageState is required if the country is US. If country is not specified, it's assumed to be US. If country is something other than US, the state MAY be present but MAY be bound to different vocabularies. 
cda:city
ADXP1 … 1RSHALL contain exactly one [1..1] city (CONF:81-7292).CONFdots7292
cda:postalCode
ADXP0 … 1RSHOULD contain zero or one [0..1] postalCode, which SHOULD be selected from ValueSet PostalCode urn:oid:2.16.840.1.113883.3.88.12.80.2 DYNAMIC (CONF:81-7294). 
CONFdots7294
 ConstraintIf the country is US, the postalCode element is required but SHOULD have @nullFlavor if the postalCode is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the postalCode MAY be present but MAY be bound to different vocabularies (CONF:81-10025).
 CONF
The value of @code shall be drawn from value set 2.16.840.1.113883.3.88.12.80.2 PostalCode (DYNAMIC)
 Schematron assertrolered error 
 test@nullFlavor or (cda:country='US' and cda:postalCode) or (cda:country!='US') or (not(cda:country) and cda:postalCode) 
 MessageIf the country is US, the postalCode element is required but SHOULD have @nullFlavor if the postalCode is unknown. If country is not specified, it's assumed to be US. If country is something other than US, the postalCode MAY be present but MAY be bound to different vocabularies (CONF:81-10025). 
cda:streetAddressLine
ADXP1 … 4RCONFdots7291
 Schematron assertrolered error 
 test@nullFlavor or (count(cda:streetAddressLine) > 0 and count(cda:streetAddressLine) < 5) 
 MessageSHALL contain at least one and not more than 4 streetAddressLine (CONF:81-7291) 
 Schematron assertrolered error 
 test@nullFlavor or (cda:city and cda:streetAddressLine)  
 Message 
cda:telecom
TEL0 … *RThis assignedEntity SHOULD contain zero or more [0..*] telecom (CONF:1198-8965).CONFdots8965
 Schematron assertrolered error 
 testcda:assignedPerson/cda:name | cda:representedOrganization/cda:name 
 Message*SHOULD* include assignedEntity/assignedPerson/name AND/OR assignedEntity/representedOrganization/name 
cda:participant
1 … 1MSHALL contain exactly one [1..1] participant (CONF:1198-8916) such that itCONFdots8916
where [@typeCode='COV']
@typeCode
cs1 … 1FCOVCONFdots8917
 SHALL contain exactly one [1..1] @typeCode="COV" Coverage target (CodeSystem: HL7ParticipationType urn:oid:2.16.840.1.113883.5.90 STATIC) (CONF:1198-8917).
cda:templateId
II1 … 1MSHALL contain exactly one [1..1] templateId (CONF:1198-16812).CONFdots6812
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.89CONFdots6814
 This templateId SHALL contain exactly one [1..1] @root="2.16.840.1.113883.10.20.22.4.89" Covered Party Participant (CONF:1198-16814).
cda:time
0 … 1RSHOULD contain zero or one [0..1] time (CONF:1198-8918).CONFdots8918
cda:low
0 … 1RThe time, if present, SHOULD contain zero or one [0..1] low (CONF:1198-8919).CONFdots8919
cda:high
0 … 1RThe time, if present, SHOULD contain zero or one [0..1] high (CONF:1198-8920).CONFdots8920
cda:participantRole
1 … 1MSHALL contain exactly one [1..1] participantRole (CONF:1198-8921).CONFdots8921
cda:id
II1 … *This participantRole SHALL contain at least one [1..*] id (CONF:1198-8922).CONFdots8922
 ConstraintThis id is a unique identifier for the covered party member. Implementers *SHOULD* use the same GUID for each instance of a member identifier from the same health plan
cda:code
CD1 … 1This participantRole SHALL contain exactly one [1..1] code (CONF:1198-8923).CONFdots8923
cda:addr
AD0 … 1RThis participantRole SHOULD contain zero or one [0..1] addr (CONF:1198-8956).CONFdots8956
 Schematron assertrolered error 
 testcda:addr[cda:streetAddressLine and cda:city and (cda:country!='US' or ((not(cda:country) or cda:country!='US') and cda:state and cda:postalCode))] 
 MessageThe content of addr *SHALL* be a conformant US Realm Address (AD.US.FIELDED) (2.16.840.1.113883.10.20.22.5.2) 
cda:playingEntity
0 … 1RCONFdots8932
cda:name
1 … *RThe playingEntity, if present, SHALL contain at least one [1..*] name (CONF:1198-8930).

If the covered party’s name is recorded differently in the health plan and in the registration/pharmacy benefit summary (due to marriage or for other reasons), use the name as it is recorded in the health plan.

CONFdots8930
sdtc:birthTime
TS1 … 1RThe playingEntity, if present, SHALL contain exactly one [1..1] sdtc:birthTime (CONF:1198-31344).

If the covered party’s date of birth is recorded differently in the health plan and in the registration/pharmacy benefit summary, use the date of birth as it is recorded in the health plan.

CONFdots1344
 ConstraintThe prefix sdtc: *SHALL* be bound to the namespace “urn:hl7-org:sdtc”. The use of the namespace provides a necessary extension to CDA R2 for the use of the birthTime element.
cda:participant
0 … 1RSHOULD contain zero or one [0..1] participant (CONF:1198-8934) such that it

When the Subscriber is the patient, the participant element describing the subscriber *SHALL NOT* be present. This information will be recorded instead in the data elements used to record member information.

CONFdots8934
where [@typeCode='HLD']
@typeCode
cs1 … 1FHLDCONFdots8935
 SHALL contain exactly one [1..1] @typeCode="HLD" Holder (CodeSystem: HL7ParticipationType urn:oid:2.16.840.1.113883.5.90 STATIC) (CONF:1198-8935).
 ConstraintWhen the Subscriber is the patient, the participant element describing the subscriber *SHALL NOT* be present. This information will be recorded instead in the data elements used to record member information
cda:templateId
II1 … 1MSHALL contain exactly one [1..1] templateId (CONF:1198-16813).CONFdots6813
@root
uid1 … 1F2.16.840.1.113883.10.20.22.4.90CONFdots6815
 This templateId SHALL contain exactly one [1..1] @root="2.16.840.1.113883.10.20.22.4.90" Policy Holder Participant (CONF:1198-16815).
cda:time
0 … 1MAY contain zero or one [0..1] time (CONF:1198-8938).CONFdots8938
cda:participantRole
1 … 1MSHALL contain exactly one [1..1] participantRole (CONF:1198-8936).CONFdots8936
cda:id
II1 … *This participantRole SHALL contain at least one [1..*] id (CONF:1198-8937).CONFdots8937
 ConstraintThis id is a unique identifier for the subscriber of the coverage
cda:addr
AD0 … 1RThis participantRole SHOULD contain zero or one [0..1] addr (CONF:1198-8925).CONFdots8925
 Schematron assertrolered error 
 testcda:addr[cda:streetAddressLine and cda:city and ((not(cda:country) or cda:country!='US') or (cda:country='US' and cda:state and cda:postalCode))] 
 MessageThe content of addr *SHALL* be a conformant US Realm Address (AD.US.FIELDED) (2.16.840.1.113883.10.20.22.5.2) 
cda:entryRelationship
1 … *MSHALL contain at least one [1..*] entryRelationship (CONF:1198-8939) such that itCONFdots8939
@typeCode
cs1 … 1FREFRCONFdots8940
 SHALL contain exactly one [1..1] @typeCode="REFR" Refers to (CodeSystem: HL7ActRelationshipType urn:oid:2.16.840.1.113883.5.1002 STATIC) (CONF:1198-8940).
 ConstraintThe target of a policy activity with act/entryRelationship/@typeCode="REFR" *SHALL* be an authorization activity (templateId 2.16.840.1.113883.10.20.1.19) *OR* an act, with act[@classCode="ACT"] and act[[]@moodCode="DEF"[]], representing a description of the coverage plan.
A description of the coverage plan *SHALL* contain one or more act/id, to represent the plan identifier, and an act/text with the name of the plan.