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Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
record_id,patient_identifier,report_kind,status,code,code_system,category_code,effective_datetime,issued,performer_npi,attachment_file,encounter_id,is_deleted
DR-771,MRN-4471903,lab,final,24323-8,http://loinc.org,LAB,2026-04-18T08:40:00-04:00,2026-04-18T12:00:00-04:00,9999999979,,ENC-9912,
DR-772,MRN-7782200,note,final,39053-4,http://loinc.org,RAD,2026-02-03T09:15:00-05:00,,,attachments/DR-0772.pdf,ENC-9913,
DR-773,MRN-4471903,lab,preliminary,24323-8,http://loinc.org,LAB,2026-05-20T07:00:00-04:00,,,,,
DR-772,MRN-7782200,note,final,39053-4,http://loinc.org,RAD,2026-02-03T09:15:00-05:00,2026-02-03T11:30:00-05:00,,attachments/DR-0772.pdf,ENC-9913,
DR-773,MRN-4471903,lab,preliminary,24323-8,http://loinc.org,LAB,2026-05-20T07:00:00-04:00,2026-05-20T09:45:00-04:00,,,,
Original file line number Diff line number Diff line change
@@ -1,4 +1,4 @@
npi,last_name,first_name,specialty_nucc,primary_org_npi,practitioner_role_code,location_id,phone,email,role_period_start,role_period_end,is_deleted
9999999995,Roe,Richard,207R00000X,9999999979,PCP,LOC-221,5551234567,,2021-04-01,,
9999999995,Roe,Richard,207R00000X,9999999979,PCP,LOC-884,5554445555,,,,
9999999987,Fox,Dana,,,,,,,,,
9999999987,Fox,Dana,,,,,5559876543,,,,
Original file line number Diff line number Diff line change
@@ -1,5 +1,5 @@
record_id,patient_identifier,observation_type,status,value_code,value_system,industry_code,effective_datetime,is_deleted
SH-0001,MRN-4471903,occupation,final,29-1141.00,,622110,2026-04-18,
SH-0001,MRN-4471903,occupation,final,29-1141.00.005678,http://terminology.hl7.org/CodeSystem/PHOccupationalDataForHealthODH,622110.004411,2026-04-18,
SH-0002,MRN-4471903,smoking-status,final,266919005,http://snomed.info/sct,,2026-04-18,
SH-0003,MRN-7782200,smoking-status,final,8517006,http://snomed.info/sct,,2026-02-11,
SH-0004,MRN-3391077,pregnancy-status,final,77386006,http://snomed.info/sct,,2026-03-02,
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2 changes: 1 addition & 1 deletion docs/data-integration/uscdi/care-team.md
Original file line number Diff line number Diff line change
Expand Up @@ -22,7 +22,7 @@ One row per practitioner, organization, and location: each row becomes one Pract

If you already send the [Provider Directory](../provider-directory/README.md) feed, list here only the clinicians missing from it, such as an external ordering physician.

{% file src="../../assets/data-integration/practitioners.603c00bd.csv" %}
{% file src="../../assets/data-integration/practitioners.9b8978d9.csv" %}
practitioners.csv Data template with example rows
{% endfile %}

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7 changes: 4 additions & 3 deletions docs/data-integration/uscdi/clinical-notes.md
Original file line number Diff line number Diff line change
Expand Up @@ -55,7 +55,7 @@ documents.csv Data template with example rows

One row per report. The individual results live in `labs` and `clinical_observations` and point back with `diagnostic_report_id`.

{% file src="../../assets/data-integration/diagnostic_reports.a059e996.csv" %}
{% file src="../../assets/data-integration/diagnostic_reports.596497e8.csv" %}
diagnostic_reports.csv Data template with example rows
{% endfile %}

Expand All @@ -67,8 +67,8 @@ diagnostic_reports.csv Data template with example rows
| `status` | Yes | `registered`, `partial`, `preliminary`, `final`, `amended`, `corrected`, `appended`, `cancelled`, `entered-in-error`, `unknown` [diagnostic-report-status](https://healthsamurai.github.io/fhir-valueset-viewer/#url=http://hl7.org/fhir/ValueSet/diagnostic-report-status%7C4.0.1) | `final` |
| `code` | Yes | LOINC, from the value set the `report_kind` profile binds, with `code_system` | `24323-8` lab, `39053-4` note |
| `category_code` | Recommended | `LAB`, `RAD` and the other v2-0074 service sections | `LAB` |
| `effective_datetime` | Recommended | datetime | `2026-04-18T08:40:00-04:00` |
| `issued` | If available | datetime | `2026-04-18T12:00:00-04:00` |
| `effective_datetime` | Required once `status` is `partial`, `preliminary`, `final`, `amended`, `corrected` or `appended` | datetime | `2026-04-18T08:40:00-04:00` |
| `issued` | Required once `status` is `partial`, `preliminary`, `final`, `amended`, `corrected` or `appended` | datetime | `2026-04-18T12:00:00-04:00` |
| `performer_npi` | If available | 10 digits, Luhn-valid over the `80840` prefix | `9999999979` |
| `attachment_file` | If available | path relative to the delivery root | `attachments/DR-0771.pdf` |
| `encounter_id` | If applicable | `encounters` key | `ENC-9912` |
Expand All @@ -77,5 +77,6 @@ diagnostic_reports.csv Data template with example rows
- `report_kind` picks the profile: `lab` for a laboratory report, `note` for everything else, including radiology and pathology narratives. The two bind `code` to different value sets, so a lab code on a `note` row falls outside the binding and the reverse too. Both bindings are extensible, so the code is not rejected, but a wrong `report_kind` silently produces the wrong profile.
- `attachment_file` carries the narrative report as a file, the same way `documents` does. A lab report with structured results and no narrative needs none.
- This dataset also serves the Laboratory and Diagnostic Imaging data classes, not only Clinical Notes.
- `effective_datetime` and `issued` are not required on a `registered` or `cancelled` report, but US Core requires both once a report has results — send them on every `partial`, `preliminary`, `final`, `amended`, `corrected` or `appended` row, or that row is rejected.

These resources are served by [Patient Access](../../interop-apis/patient-access.md), [Provider Access](../../interop-apis/provider-access.md), [Payer-to-Payer](../../interop-apis/payer-to-payer.md), and [Prior Auth](../../prior-auth/README.md).
9 changes: 6 additions & 3 deletions docs/data-integration/uscdi/patient-demographics.md
Original file line number Diff line number Diff line change
Expand Up @@ -123,7 +123,7 @@ related_persons.csv Data template with example rows

## social_history

{% file src="../../assets/data-integration/social_history.1d8b2b61.csv" %}
{% file src="../../assets/data-integration/social_history.fed3cd52.csv" %}
social_history.csv Data template with example rows
{% endfile %}

Expand All @@ -133,9 +133,12 @@ social_history.csv Data template with example rows
| `patient_identifier` | Yes | patient key | `MRN-4471903` |
| `observation_type` | Yes | `occupation` for the demographics rows; `smoking-status`, `pregnancy-status`, `pregnancy-intent` are Health Status/Assessments | `occupation` |
| `status` | Yes | `registered`, `preliminary`, `final`, `amended`, `corrected`, `cancelled`, `entered-in-error`, `unknown` [observation-status](https://healthsamurai.github.io/fhir-valueset-viewer/#url=http://hl7.org/fhir/ValueSet/observation-status%7C4.0.1) | `final` |
| `value_code` | Yes | the value for this `observation_type`, with `value_system`: O*NET-SOC for `occupation` [Occupation ONETSOC Detail](https://phinvads.cdc.gov/vads/ViewValueSet.action?oid=2.16.840.1.114222.4.11.7901), SNOMED CT for `smoking-status`, `pregnancy-status` and `pregnancy-intent` | `29-1141.00`, `266919005` |
| `industry_code` | occupation only | NAICS industry code [Industry NAICS Detail](https://phinvads.cdc.gov/vads/ViewValueSet.action?oid=2.16.840.1.114222.4.11.7900) | `622110` |
| `value_code` | Yes | the value for this `observation_type`, with `value_system` | `29-1141.00.005678`, `266919005` |
| `value_system` | Yes for `occupation`; blank means SNOMED CT for the others | `http://terminology.hl7.org/CodeSystem/PHOccupationalDataForHealthODH` for `occupation`, SNOMED CT for `smoking-status`, `pregnancy-status` and `pregnancy-intent` | `http://terminology.hl7.org/CodeSystem/PHOccupationalDataForHealthODH` |
| `industry_code` | occupation only | Occupational Data for Health industry code [Industry NAICS Detail](https://phinvads.cdc.gov/vads/ViewValueSet.action?oid=2.16.840.1.114222.4.11.7900) | `622110.004411` |
| `effective_datetime` | Yes, except on `occupation` rows | datetime | `2026-04-18` |
| `is_deleted` | If retracting | `true` retracts this row | `true` |

- `occupation` is the one row shape with no default `value_system`: send the ODH system URI explicitly. A plain O*NET-SOC code (`29-1141.00`) is not the same code space as an ODH composite code (`29-1141.00.005678`) — sending the bare O*NET-SOC value or leaving `value_system` blank is rejected rather than guessed at.

These resources are served by [Patient Access](../../interop-apis/patient-access.md), [Provider Access](../../interop-apis/provider-access.md), and [Payer-to-Payer](../../interop-apis/payer-to-payer.md).
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