HL7 Electronic Health Record System Functional Model, Release 2.1.1
2.1.1 - Normative

HL7 Electronic Health Record System Functional Model, Release 2.1.1, published by HL7 International / Electronic Health Records. This guide is not an authorized publication; it is the continuous build for version 2.1.1 built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/ehrsfm-ig/ and changes regularly. See the Directory of published versions

## : AS.9.2 Support Financial Eligibility Verification (Function)

Page standards status: Normative

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    <Requirements xmlns="http://hl7.org/fhir">
      <id value="EHRSFMR2-AS.9.2"/>
      <meta>
        <profile
                 value="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/FMFunction"/>
      </meta>
      <language value="en"/>
      <text>
        <status value="extensions"/>
        <div xml:lang="en" xmlns="http://www.w3.org/1999/xhtml" lang="en">

        <div id="description"><b>Description <a href="https://hl7.org/fhir/versions.html#std-process" title="Informative Content" class="informative-flag">I</a>:</b> <div><p>Retrieves information needed to support verification of coverage at the appropriate juncture in the encounter workflow. Improves patient access to covered care and reduces claim denials. When eligibility is verified, the system could prompt a provider to capture eligibility information needed for processing administrative and financial documentation, reports or transactions; updating or flagging any inconsistent data. In addition to health insurance eligibility, this function would support verification of registration in programs and registries, such as chronic care case management and immunization registries. A system would likely verify health insurance eligibility prior to the encounter, but would verify registration in case management or immunization registries during the encounter.</p>
    <p>Example(s):
    A US Realm example could include information about capturing VFC eligibility status as this is a requirement for any provider using federally funded vaccine in the USA.</p>
    </div></div>

        <div id="requirements"><b>Criteria <a href="https://hl7.org/fhir/versions.html#std-process" title="Normative Content" class="normative-flag">N</a>:</b></div>

        <table id="statements" class="grid dict">

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#01
                </td>
                <td style="padding-left: 4px;">
                SHOULD

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system SHOULD provide the ability to capture patient health plan eligibility information for date(s) of service.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#02
                </td>
                <td style="padding-left: 4px;">
                SHALL

                <span style="border-radius: 999px;margin: 2px 2px;font-size: 10px;display: inline-block;padding: 3px 5px;letter-spacing: 0.5px;line-height: 1;white-space: nowrap;background-color: #f3e5ff;color: #7b1fa2;border: 1px solid #d1a3ff;">conditional</span>

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>IF the system does not provide the ability to exchange electronic eligibility information (e.g., health plan coverage dates) with internal and external systems, THEN the system SHALL provide the ability to enter and maintain patient health plan coverage dates.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#03
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to capture general benefit coverage information for patients.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#04
                </td>
                <td style="padding-left: 4px;">
                SHOULD

                    <span style="border-radius: 999px;margin: 2px 2px;font-size: 10px;display: inline-block;padding: 3px 5px;letter-spacing: 0.5px;line-height: 1;white-space: nowrap;background-color: #e5f5e5;color: #388e3c;border: 1px solid #a2d1a2;">dependent</span>

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system SHOULD store eligibility date(s) of service, coverage dates, general benefits and other benefit coverage documentation for service rendered according to scope of practice, organizational policy, and/or jurisdictional law.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#05
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to capture electronic eligibility information from internal and external systems.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#06
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to render information received through electronic prescription eligibility checking.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#07
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to capture and maintain patient registration in special programs (e.g., registries and case management).</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#08
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to analyze eligibility and coverage information for inconsistencies (e.g., coverage dates, patient identity data, coverage status), and render a notification to the user regarding identified inconsistencies.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.9.2#09
                </td>
                <td style="padding-left: 4px;">
                MAY

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system MAY provide the ability to render information received through provider eligibility checking.</p>
    </div>

                </td>
            </tr>

        </table>
    </div>
      </text>
      <extension
                 url="http://hl7.org/fhir/StructureDefinition/structuredefinition-standards-status">
        <valueCode value="normative"/>
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      <extension
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        <valueCode value="ehr"/>
      </extension>
      <url value="http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-AS.9.2"/>
      <version value="2.1.1"/>
      <name value="AS_9_2_Support_Financial_Eligibility_Verification"/>
      <title
             value="AS.9.2 Support Financial Eligibility Verification (Function)"/>
      <status value="active"/>
      <date value="2025-12-13T09:06:06+00:00"/>
      <publisher value="HL7 International / Electronic Health Records"/>
      <contact>
        <telecom>
          <system value="url"/>
          <value value="http://www.hl7.org/Special/committees/ehr"/>
        </telecom>
      </contact>
      <description
                   value="Support interactions with other systems, applications, and modules to enable eligibility verification for health insurance and special programs, including verification of benefits and pre-determination of coverage."/>
      <jurisdiction>
        <coding>
          <system value="http://unstats.un.org/unsd/methods/m49/m49.htm"/>
          <code value="001"/>
          <display value="World"/>
        </coding>
      </jurisdiction>
      <purpose
               value="Retrieves information needed to support verification of coverage at the appropriate juncture in the encounter workflow. Improves patient access to covered care and reduces claim denials. When eligibility is verified, the system could prompt a provider to capture eligibility information needed for processing administrative and financial documentation, reports or transactions; updating or flagging any inconsistent data. In addition to health insurance eligibility, this function would support verification of registration in programs and registries, such as chronic care case management and immunization registries. A system would likely verify health insurance eligibility prior to the encounter, but would verify registration in case management or immunization registries during the encounter.

    Example(s):
    A US Realm example could include information about capturing VFC eligibility status as this is a requirement for any provider using federally funded vaccine in the USA."/>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.9.2-01"/>
        <label value="AS.9.2#01"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD provide the ability to capture patient health plan eligibility information for date(s) of service."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#1"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
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        <key value="EHRSFMR2-AS.9.2-02"/>
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        <conformance value="SHALL"/>
        <conditionality value="true"/>
        <requirement
                     value="IF the system does not provide the ability to exchange electronic eligibility information (e.g., health plan coverage dates) with internal and external systems, THEN the system SHALL provide the ability to enter and maintain patient health plan coverage dates."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#2"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
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        <key value="EHRSFMR2-AS.9.2-03"/>
        <label value="AS.9.2#03"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to capture general benefit coverage information for patients."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#3"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="true"/>
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        <key value="EHRSFMR2-AS.9.2-04"/>
        <label value="AS.9.2#04"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD store eligibility date(s) of service, coverage dates, general benefits and other benefit coverage documentation for service rendered according to scope of practice, organizational policy, and/or jurisdictional law."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#4"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.9.2-05"/>
        <label value="AS.9.2#05"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to capture electronic eligibility information from internal and external systems."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#5"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.9.2-06"/>
        <label value="AS.9.2#06"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to render information received through electronic prescription eligibility checking."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#6"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
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        <key value="EHRSFMR2-AS.9.2-07"/>
        <label value="AS.9.2#07"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to capture and maintain patient registration in special programs (e.g., registries and case management)."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#7"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.9.2-08"/>
        <label value="AS.9.2#08"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to analyze eligibility and coverage information for inconsistencies (e.g., coverage dates, patient identity data, coverage status), and render a notification to the user regarding identified inconsistencies."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.3.3.2#8"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.9.2-09"/>
        <label value="AS.9.2#09"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability to render information received through provider eligibility checking."/>
      </statement>
    </Requirements>