Roadmap & Gantt Charts
Consolidated timeline and delivery roadmap for the REV.health platform. All
timeline content from PRD v1 (platform-overview.html,
regulatory-matrix.html, integration-ecosystem.html,
technical-architecture.html) and per-module Phase Roadmap sections
from PRD v2 is brought forward here as visual Mermaid Gantt diagrams. Each
diagram is collapsible; click the section header to expand.
1. Platform-Level Delivery Gantt
gantt
title REV.health Platform Delivery Roadmap
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Foundation (P0)
Architecture & hiring :p0a, 2026-07-01, 90d
Vendor selection (Surescripts, Drummond, Stedi, Waystar) :p0b, 2026-07-01, 60d
Design partner recruitment :p0c, 2026-08-01, 60d
Drummond engagement (EPCS app cert kickoff) :p0d, 2026-09-01, 30d
Surescripts cert kickoff :p0e, 2026-09-01, 30d
section Alpha Closed (P1a)
Scheduler (manual booking + basic rules) :p1a1, 2026-10-01, 90d
Encounter + scribe foundations :p1a2, 2026-10-01, 90d
Eligibility (manual 270/271) :p1a3, 2026-10-01, 75d
Charge capture + basic RCM :p1a4, 2026-11-01, 75d
Basic patient portal shell :p1a5, 2026-11-01, 60d
Friendly clinic dogfooding :milestone, p1am, 2027-01-01, 0d
section Initial Launch (P1b)
eRx live (Surescripts NewRx) :p1b1, 2027-01-01, 90d
RCM through 837P + ERA posting :p1b2, 2027-01-01, 90d
Denials v1 (flat list) :p1b3, 2027-02-01, 60d
ONC HTI-1 testing begins :p1b4, 2027-01-01, 90d
Paying design partners :milestone, p1bm, 2027-04-01, 0d
section Full Launch (P3)
Full RCM + denials & appeals :p3a, 2027-04-01, 120d
MIPS dashboards :p3b, 2027-05-01, 90d
TEFCA via Kno2 :p3c, 2027-05-01, 90d
Multi-location support :p3d, 2027-06-01, 90d
Full PDMP :p3e, 2027-06-01, 60d
ONC cert complete :milestone, p3m1, 2027-09-01, 0d
SOC 2 Type II :milestone, p3m2, 2027-09-01, 0d
Spanish portal :p3f, 2027-07-01, 60d
Surescripts direct EPCS :p3g, 2027-04-01, 120d
section Expansion (P4)
Native scribe (fine-tune) :p4a, 2027-10-01, 120d
Native coding engine :p4b, 2027-10-01, 120d
HITRUST i1 :p4c, 2027-10-01, 90d
Bulk FHIR export :p4d, 2027-11-01, 60d
Apple Health Records :p4e, 2027-11-01, 60d
Android clinician app :p4f, 2027-12-01, 90d
Predictive no-show :p4g, 2028-01-01, 60d
Native telehealth :p4h, 2028-01-01, 90d
This Gantt consolidates the high-level roadmap from v1
platform-overview.html (P0 → P1 → P3 → P4) with the
v2 per-module phase structure. The phases map as follows:
- P0 — Foundation: Q3 2026. Architecture, hiring, vendor selection, Drummond and Surescripts cert kickoff.
- P1a — Alpha closed: Q4 2026 – Q1 2027. Core modules in manual/basic form for 2–3 friendly clinics.
- P1b — Initial launch: Q1 – Q2 2027. eRx live, basic RCM, ONC HTI-1 testing starts. Paying design partners.
- P3 — Full launch: Q2 – Q4 2027. Full RCM, TEFCA, ONC cert, SOC 2 Type II, EPCS direct.
- P4 — Expansion: Q4 2027 – Q2 2028. Native scribe, HITRUST i1, Bulk FHIR, Apple Health, Android, predictive no-show.
2. Per-Module Delivery Gantt — Scheduling
gantt
title Scheduling Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Manual + Basic Rules
Front-desk booking w/ provider+room conflict checks :s1a, 2026-10-01, 60d
Visit-type stage editor :s1b, 2026-10-15, 45d
Self-scheduling portal for established patients :s1c, 2026-11-01, 60d
Basic reminder ladder (T-3, T-day SMS) :s1d, 2026-11-15, 45d
No-show detection + manual rebooking :s1e, 2026-12-01, 30d
section Phase 2 — Smart Scheduling + Automation
Resource-graph constraint solver (minute resolution) :s2a, 2027-01-01, 90d
Walk-in absorption w/ wait-time SLAs :s2b, 2027-02-01, 60d
Waitlist auto-fill + SMS offers :s2c, 2027-02-15, 45d
Recurring & group visit support :s2d, 2027-03-01, 45d
Telehealth as dedicated resource :s2e, 2027-03-15, 30d
Block schedule templates + live status board :s2f, 2027-04-01, 30d
FHIR Schedule/Slot/Apt export :s2g, 2027-04-15, 30d
Full reminder ladder (T-30 → T-day) :s2h, 2027-03-01, 30d
section Phase 3 — Predictive + Cross-Location
Predictive no-show ML scoring :s3a, 2027-07-01, 60d
Two-way calendar sync (CalDAV/Google/Outlook) :s3b, 2027-08-01, 60d
Cross-location resource sharing :s3c, 2027-09-01, 60d
Specialty-specific deep workflows :s3d, 2027-10-01, 90d
Scheduling ships manual booking first (Phase 1), then upgrades to the resource-graph constraint solver in Phase 2. Predictive no-show and cross-location features arrive in Phase 3. The solver is the platform's headline differentiator — no off-the-shelf option exists for small-practice minute-level resource-graph scheduling.
3. Per-Module Delivery Gantt — Eligibility
gantt
title Eligibility Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Manual Verification + Basic 270/271
Front-desk manual phone fallback :e1a, 2026-10-01, 30d
Point-of-scheduling 270/271 check :e1b, 2026-10-01, 60d
Insurance card OCR + Coverage record :e1c, 2026-10-15, 45d
Basic parsed benefit normalization :e1d, 2026-11-01, 45d
Stedi primary + Availity backup :e1e, 2026-11-01, 30d
section Phase 2 — Real-Time + ePA + COB
T-24h batch refresh for next-day apts :e2a, 2027-01-01, 45d
Check-in re-verification (4h cache) :e2b, 2027-01-15, 30d
X12 278 + Da Vinci PAS prior-auth :e2c, 2027-02-01, 60d
Multi-coverage COB ranking :e2d, 2027-03-01, 45d
Pre-service patient cost estimate :e2e, 2027-03-15, 30d
Eligibility-driven workflow gating :e2f, 2027-04-01, 30d
section Phase 3 — Predictive + Learning Loop
Payer-rule learning loop :e3a, 2027-07-01, 60d
No-show prediction signal feed to Scheduling :e3b, 2027-08-01, 45d
Specialty-specific PA workflows :e3c, 2027-09-01, 90d
Eligibility starts with basic 270/271 checks at booking (Phase 1), upgrades to real-time ePA and COB in Phase 2, and adds predictive payer-rule learning in Phase 3. The CMS-0057-F deadline (Jan 2027) drives the Phase 2 ePA delivery timeline.
4. Per-Module Delivery Gantt — Clinical Documentation
gantt
title Clinical Documentation Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Manual SOAP + Scribe Foundations
Structured SOAP template editor :cd1a, 2026-10-01, 45d
Encounter shell + EncounterNote versioning :cd1b, 2026-10-15, 60d
ScribeSession + ScribeUtterance entities :cd1c, 2026-11-01, 60d
One-tap scribe start w/ consent capture :cd1d, 2026-11-15, 45d
Draft note generation (p95 ≤ 60s) :cd1e, 2026-12-01, 45d
Structured write-back to problem list :cd1f, 2026-12-15, 30d
Review queue + 24h undo window :cd1g, 2027-01-01, 30d
section Phase 2 — Encounters as Versioned Forms
Form-driven draft notes w/ evidence links :cd2a, 2027-01-15, 75d
SOAP auto-population from audio :cd2b, 2027-02-01, 60d
Bilingual (EN/ES) capture + diarization :cd2c, 2027-03-01, 60d
Real-time coding suggestions alongside draft :cd2d, 2027-03-15, 45d
Pre-visit briefing (global record + TEFCA) :cd2e, 2027-04-01, 45d
Form template versioning + continuous improvement :cd2f, 2027-05-01, 30d
section Phase 3 — Advanced Capture + Multi-Clinician
Offline capture mode (CRDT buffer) :cd3a, 2027-07-01, 60d
Multi-clinician encounters + group visits :cd3b, 2027-08-01, 60d
Specialty-specific template packs :cd3c, 2027-09-01, 90d
Version-history diff rendering :cd3d, 2027-10-01, 45d
Clinical Documentation is the platform's second headline differentiator. Phase 1 ships the scribe foundation with manual review; Phase 2 delivers the full structure-first encounter-as-form model with evidence links and bilingual capture. Phase 3 adds offline, multi-clinician, and specialty templates.
5. Per-Module Delivery Gantt — Coding / CDS
gantt
title Coding / CDS Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Coding Foundations + Core CDS
Real-time ICD-10-CM + CPT suggestions :cc1a, 2026-11-01, 60d
E/M level prediction w/ MDM rationale :cc1b, 2026-11-15, 45d
Modifier conflict detection :cc1c, 2026-12-01, 45d
DSI model cards for coding surface :cc1d, 2026-12-15, 30d
CDS Hooks 2.0 runtime (orders-sign, patient-view) :cc1e, 2027-01-01, 30d
section Phase 2 — HCC Capture + Order Sets + AI-CPT
HCC capture hints at chart-open :cc2a, 2027-01-15, 45d
Order-set application :cc2b, 2027-02-01, 45d
AI CPT suggestion from structured output :cc2c, 2027-03-01, 60d
DDI + allergy alerts at prescribe time :cc2d, 2027-04-01, 30d
Coding suggestion acceptance ≥ 70% :milestone, cc2m, 2027-06-01, 0d
section Phase 3 — Specialty CDS + Advanced Analytics
Specialty-specific CDS rule packs :cc3a, 2027-07-01, 90d
Code-set versioning + auto-update :cc3b, 2027-08-01, 60d
Population-level coding analytics :cc3c, 2027-09-01, 60d
Coding / CDS starts with real-time ICD-10/CPT suggestions in Phase 1, adds HCC capture and AI-driven CPT in Phase 2, and extends to specialty CDS packs in Phase 3. The DSI model card requirement (HTI-1 §170.315(b)(11)) ships from Phase 1.
6. Per-Module Delivery Gantt — eRx / EPCS
gantt
title eRx / EPCS Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Foundation
Basic eRx via Surescripts NewRx/CancelRx :rx1a, 2026-10-01, 60d
Manual Rx for controlled substances :rx1b, 2026-10-01, 30d
Pharmacy search by name/NCPDP ID :rx1c, 2026-10-15, 30d
RxRenewal/RxChange inbasket :rx1d, 2026-11-01, 45d
Medication History (MHX) import :rx1e, 2026-11-15, 30d
section Phase 2 — EPCS + Formulary
EPCS two-factor signing (IAL2 + AAL2) :rx2a, 2027-01-01, 90d
RTPB real-time pharmacy-benefit cost :rx2b, 2027-02-01, 45d
Formulary check + on-formulary alternatives :rx2c, 2027-03-01, 30d
PDMP query integration :rx2d, 2027-03-15, 30d
ePA via Surescripts :rx2e, 2027-04-01, 45d
DUR engine via CDS Hooks at orders-sign :rx2f, 2027-04-15, 30d
section Phase 3 — Advanced Workflows
Compound Rx support :rx3a, 2027-07-01, 45d
RxTransfer between pharmacies :rx3b, 2027-08-01, 30d
EPCS soft-token via mobile app :rx3c, 2027-08-15, 45d
Prescription tracking dashboard :rx3d, 2027-09-01, 30d
Automated refill-authorization rules :rx3e, 2027-09-15, 30d
NarxCare score in PDMP response :rx3f, 2027-10-01, 30d
eRx / EPCS is on the critical certification path. Basic eRx ships in Phase 1; EPCS two-factor signing (requiring Drummond app cert and ID.me IAL2 proofing) follows in Phase 2. The Surescripts certification timeline (9–12 months from kickoff in Q3 2026) drives Phase 2 EPCS availability by Q2 2027.
7. Per-Module Delivery Gantt — Patient Portal
gantt
title Patient Portal Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Basic Portal Shell
Secure messaging (patient → practice) :pp1a, 2026-11-01, 45d
Static AVS PDF at checkout :pp1b, 2026-11-15, 30d
Basic appointment list view :pp1c, 2026-12-01, 30d
Self-scheduling for established patients :pp1d, 2026-12-15, 30d
section Phase 2 — Full Self-Service + SMART on FHIR
AI-generated plain-language AVS (multi-language) :pp2a, 2027-01-15, 60d
Lab results with plain-language explanations :pp2b, 2027-02-01, 45d
SMART on FHIR patient access :pp2c, 2027-03-01, 45d
Online bill pay via InstaMed :pp2d, 2027-03-15, 30d
Cost estimates at booking (GFE + insured) :pp2e, 2027-04-01, 30d
Care Plans Gallery (AI-generated) :pp2f, 2027-04-15, 30d
section Phase 3 — Advanced Self-Service + Proxy
Self-service proxy consent management :pp3a, 2027-07-01, 45d
White-label branding for enterprise :pp3b, 2027-08-01, 30d
Eight-language patient portal :pp3c, 2027-08-15, 60d
Apple Health Records bidirectional :pp3d, 2027-10-01, 45d
The Patient Portal starts minimal in Phase 1 (messaging + static AVS), upgrades to a full self-service experience with SMART on FHIR in Phase 2, and adds proxy management, white-label, and multi-language in Phase 3. Spanish is the launch language; eight-language support arrives in Phase 3.
8. Per-Module Delivery Gantt — Referrals
gantt
title Referrals Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Fax + Phone Baseline
Fax/phone referral workflow :rf1a, 2026-10-15, 30d
Manual tracking in referral log :rf1b, 2026-11-01, 30d
Specialist directory (manual curation) :rf1c, 2026-11-15, 30d
Referral form template :rf1d, 2026-12-01, 20d
section Phase 2 — Direct Trust + Closed-Loop
Direct Trust transport via HISP (Kno2/Updox) :rf2a, 2027-01-15, 60d
FHIR ServiceRequest outbound w/ USCDI bundle :rf2b, 2027-02-15, 45d
Closed-loop status tracking :rf2c, 2027-03-01, 30d
Specialist auto-discovery from Direct addresses :rf2d, 2027-04-01, 30d
Inbound referral ingestion :rf2e, 2027-04-15, 30d
section Phase 3 — TEFCA + Analytics + Multi-Org
TEFCA-based referral exchange :rf3a, 2027-07-01, 60d
Multi-org referral coordination :rf3b, 2027-08-01, 45d
Referral analytics + turnaround metrics :rf3c, 2027-09-01, 45d
Referrals start as fax/phone (Phase 1), upgrade to Direct Trust with closed-loop FHIR tracking (Phase 2), and extend to TEFCA-based exchange in Phase 3. TEFCA referral routing replaces Direct Trust when the specialist lacks a Direct address.
9. Per-Module Delivery Gantt — RCM
gantt
title RCM Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Charge Capture + Manual Scrubbing
Auto-charge capture at encounter close :rcm1a, 2026-11-01, 45d
Basic claim construction + 837P :rcm1b, 2026-11-15, 60d
Core scrubbing engine (2K+ edits) :rcm1c, 2026-12-01, 60d
ERA/835 manual posting :rcm1d, 2027-01-01, 30d
Flat denial list :rcm1e, 2027-01-15, 20d
AR aging dashboard :rcm1f, 2027-02-01, 30d
section Phase 2 — AI Scrubbing + Auto-Posting + Denial Triage
Full 10K+ payer-specific rules library :rcm2a, 2027-01-15, 60d
ERA/835 auto-posting :rcm2b, 2027-02-01, 45d
AI denial triage (6 categories) :rcm2c, 2027-03-01, 45d
Appeal letter generation :rcm2d, 2027-03-15, 30d
Patient statements + InstaMed bill pay :rcm2e, 2027-04-01, 30d
Secondary/tertiary auto-claim :rcm2f, 2027-04-15, 30d
section Phase 3 — Contractual Engine + MIPS + Collections
Contractual adjustment engine :rcm3a, 2027-07-01, 60d
MIPS performance dashboards :rcm3b, 2027-07-15, 60d
Payment plans + auto-debit :rcm3c, 2027-08-01, 30d
Collections routing + bad-debt write-off :rcm3d, 2027-09-01, 45d
Recurring-denial pattern detection :rcm3e, 2027-09-15, 30d
RCM starts with manual scrubbing and posting in Phase 1, upgrades to AI-powered scrubbing, auto-posting, and denial triage in Phase 2, and adds contractual engines, MIPS, and collections in Phase 3. The north-star metric is ≥98% first-pass clean-claim rate, achieved in Phase 3.
10. Per-Module Delivery Gantt — Task Management
gantt
title Task Management Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Basic Queue + Manual Follow-Up
Unified work queue (flat list) :tm1a, 2026-11-15, 45d
Basic status transitions :tm1b, 2026-12-01, 30d
Manual follow-up reminders :tm1c, 2026-12-15, 20d
section Phase 2 — SLA Escalation + Skills Routing + AI Actions
Auto-escalation (overdue → practice mgr) :tm2a, 2027-01-15, 45d
Skills-based routing :tm2b, 2027-02-01, 30d
AI next-best-action suggestions :tm2c, 2027-02-15, 45d
Kanban board + configurable views :tm2d, 2027-03-01, 30d
Task macros (one-click multi-step) :tm2e, 2027-04-01, 30d
section Phase 3 — CMS-0057-F Consumer + Analytics
CMS-0057-F Provider Access API consumer :tm3a, 2027-07-01, 45d
Task analytics dashboard :tm3b, 2027-08-01, 30d
Full audit trail export :tm3c, 2027-09-01, 30d
Task Management starts as a flat work queue (Phase 1), adds SLA escalation and AI next-best-action in Phase 2, and consumes the CMS-0057-F Provider Access API in Phase 3 to replace manual payer portal logins.
11. Per-Module Delivery Gantt — Payer Optimization
gantt
title Payer Optimization Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Opt-In Gate + Payer Rules
Practice-level opt-in configuration :po1a, 2026-12-01, 30d
PayerRule repository + audit logging :po1b, 2026-12-15, 30d
Payer performance dashboard (aggregate) :po1c, 2027-01-15, 30d
section Phase 2 — Coding Optimization + Under-Payment Detection
Coding optimization engine :po2a, 2027-02-01, 45d
Under-payment detection + variance alerts :po2b, 2027-03-01, 30d
Contract expiration tracking :po2c, 2027-03-15, 30d
Optimization audit trail (False Claims Act guardrail) :po2d, 2027-04-01, 30d
section Phase 3 — Benchmarking + Advanced Analytics
Cross-practice de-identified benchmarking :po3a, 2027-07-01, 60d
E/M downcode balance engine :po3b, 2027-08-01, 45d
Advanced denial-pattern analytics :po3c, 2027-09-01, 45d
Payer Optimization is a P2 module that starts with the opt-in gate and payer rules (Phase 1), adds coding optimization and under-payment detection (Phase 2), and extends to cross-practice benchmarking (Phase 3). The False Claims Act guardrail — no per-patient margin display, no patient-identifiable data — is enforced from Phase 1.
12. Per-Module Delivery Gantt — Labs
gantt
title Labs Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Core Ordering + Result Ingestion
In-encounter lab ordering w/ LOINC/CPT :lb1a, 2026-12-01, 45d
HL7 v2 ORU result ingestion :lb1b, 2026-12-15, 45d
Health Gorilla aggregator integration :lb1c, 2027-01-01, 30d
Quest/LabCorp direct interfaces :lb1d, 2027-01-15, 30d
section Phase 2 — Panels, POC + Acknowledgment
LOINC-coded panel support :lb2a, 2027-02-01, 45d
POC device integration (glucose, A1c) :lb2b, 2027-03-01, 30d
HL7 v2 OML acknowledgment tracking :lb2c, 2027-03-15, 30d
Lab result notification + flagging :lb2d, 2027-04-01, 30d
section Phase 3 — Patient Portal + FHIR Projection
Patient portal result release (CLIA §493 + Cures Act) :lb3a, 2027-07-01, 45d
FHIR DiagnosticReport projection :lb3b, 2027-08-01, 30d
Historical lab result migration :lb3c, 2027-09-01, 45d
Labs starts with core ordering and HL7 v2 result ingestion via Health Gorilla aggregator (Phase 1), adds panel support and POC devices (Phase 2), and delivers patient-facing results with CLIA and Cures Act timing rules in Phase 3.
13. Per-Module Delivery Gantt — Imaging
gantt
title Imaging Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Core Ordering + Report Ingestion
In-encounter imaging ordering w/ modality + body part :im1a, 2026-12-15, 45d
HL7 v2 ORU radiology report ingestion :im1b, 2027-01-01, 30d
Ambra Health DICOMweb integration :im1c, 2027-01-15, 30d
section Phase 2 — Study Exchange + Prior Auth
DICOMweb study exchange (WADO-RS/STOW-RS) :im2a, 2027-02-15, 45d
Imaging prior-auth workflows :im2b, 2027-03-15, 30d
StudyInstanceUID tracking + reconciliation :im2c, 2027-04-01, 30d
section Phase 3 — Patient Access + Network Integrations
Patient portal DICOMweb viewer :im3a, 2027-07-15, 45d
CommonWell/Carequality image sharing :im3b, 2027-08-01, 30d
Multi-site image routing :im3c, 2027-09-01, 30d
Imaging starts with core ordering and radiology report ingestion (Phase 1), adds DICOMweb study exchange and prior-auth workflows (Phase 2), and delivers a patient portal image viewer and CommonWell/Carequality sharing in Phase 3.
14. Per-Module Delivery Gantt — Document Workflows
gantt
title Document Workflows Module Delivery
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Phase 1 — Manual Document Generation
10 core document templates (AVS, referral letter, etc.) :dw1a, 2026-11-15, 45d
In-encounter document generation :dw1b, 2026-12-01, 30d
Fax delivery via Documo/Concord :dw1c, 2026-12-15, 30d
section Phase 2 — Workflow Engine + Full Template Library
Event-driven workflow engine :dw2a, 2027-01-15, 60d
Full template library (25+ templates) :dw2b, 2027-02-15, 45d
Auto-generation triggers :dw2c, 2027-03-15, 30d
Direct Trust document delivery :dw2d, 2027-04-01, 30d
section Phase 3 — AI Optimization + Marketplace
AI template optimization :dw3a, 2027-07-01, 45d
Template marketplace (community) :dw3b, 2027-08-01, 60d
Advanced document analytics :dw3c, 2027-09-01, 30d
Document Workflows ships 10 core templates in Phase 1, upgrades to a full event-driven workflow engine in Phase 2, and adds AI template optimization and a community marketplace in Phase 3.
15. Regulatory Compliance Timeline
gantt
title Regulatory Compliance Timeline
dateFormat YYYY-MM-DD
axisFormat %b %Y
section USCDI / HTI-1
USCDI v3 mandatory (Jan 1 2026) :milestone, uscdi3, 2026-01-01, 0d
HTI-1 enforcement discretion ends (Mar 1 2026) :milestone, hti1enforce, 2026-03-01, 0d
Drummond §170.315 cert preparation :reg1a, 2026-07-01, 180d
ONC HTI-1 certification testing :reg1b, 2027-01-01, 180d
HTI-1 cert complete :milestone, hti1cert, 2027-06-30, 0d
section HTI-4 / eRx
HTI-4 FY2026 IPPS criteria :milestone, hti4, 2026-10-01, 0d
ePA + eRx + RTPB conformance testing :reg2a, 2027-01-01, 90d
section CMS-0057-F
CMS-0057-F payer APIs live (Jan 1 2027) :milestone, cms57, 2027-01-01, 0d
Da Vinci PAS/CRD/DTR client readiness :reg3a, 2026-10-01, 90d
Provider Access API consumer :reg3b, 2027-04-01, 60d
section TEFCA
TEFCA Common Agreement v2 (live, expanding) :milestone, tefca2, 2026-07-01, 0d
Kno2 QHIN sub-participant onboarding :reg4a, 2026-10-01, 90d
TEFCA connection live :milestone, tefcalive, 2027-04-01, 0d
section 42 CFR Part 2
Part 2 compliance deadline (Feb 16 2026) :milestone, part2, 2026-02-16, 0d
Segmented store + consent + redisclosure ledger :reg5a, 2026-07-01, 90d
section DEA EPCS
EPCS Drummond app cert kickoff :reg6a, 2026-09-01, 270d
ID.me IAL2 integration :reg6b, 2026-10-01, 90d
EPCS app cert complete :milestone, epcsCert, 2027-06-01, 0d
section HIPAA Security Rule
HIPAA Security Rule final (expected May 2026) :milestone, hipaaFinal, 2026-05-01, 0d
Architect against NPRM as if final :reg7a, 2026-07-01, 90d
section SOC 2 / HITRUST
SOC 2 Type I (P1 cohort) :reg8a, 2027-01-01, 90d
SOC 2 Type II by launch :reg8b, 2027-04-01, 150d
SOC 2 Type II complete :milestone, soc2t2, 2027-09-01, 0d
HITRUST i1 post-launch (P2+) :reg8c, 2027-10-01, 180d
section No Surprises Act
GFE built into scheduling (in effect) :reg9a, 2026-10-01, 60d
section MIPS / MACRA
MIPS dashboards (CY2026 weights) :reg10a, 2027-05-01, 90d
eCQM engine for quality reporting :reg10b, 2027-07-01, 60d
This timeline consolidates all regulatory deadlines and certification
timelines from v1 regulatory-matrix.html. Key dates:
- USCDI v3 mandatory: January 1, 2026 (already in effect). HTI-1 enforcement discretion ends March 1, 2026.
- 42 CFR Part 2 compliance: February 16, 2026.
- HIPAA Security Rule final rule: Expected May 2026. Platform is architected against the NPRM as if final.
- CMS-0057-F payer APIs live: January 1, 2027. The platform must be a high-quality client of Da Vinci PAS/CRD/DTR.
- EPCS Drummond app cert: 9–12 months from kickoff (Q3 2026), targeting completion by Q2 2027.
- ONC HTI-1 Drummond cert: Testing begins Q1 2027, targeting completion by mid-2027.
- SOC 2 Type II: Must be in place by full launch.
16. Integration Readiness Timeline
gantt
title Integration Readiness Timeline
dateFormat YYYY-MM-DD
axisFormat %b %Y
section Surescripts
Surescripts cert kickoff (9–12 mo) :int1a, 2026-09-01, 270d
NewRx/CancelRx/RxRenewal/RxChange :int1b, 2026-10-01, 90d
MHX (medication history) :int1c, 2026-11-01, 60d
RTPB (real-time prescription benefit) :int1d, 2027-02-01, 45d
ePA (electronic prior auth) :int1e, 2027-04-01, 45d
EPCS direct certification :int1f, 2027-01-01, 180d
Surescripts cert complete :milestone, sureM, 2027-06-01, 0d
section TEFCA / QHIN
Kno2 QHIN sub-participant onboarding :int2a, 2026-10-01, 180d
TEFCA FHIR + IHE XCA/XCPD live :int2b, 2027-04-01, 60d
eHealth Exchange (evaluated alt) :int2c, 2027-06-01, 30d
Surescripts QHIN (evaluated alt) :int2d, 2027-07-01, 30d
section Clearinghouse
Waystar primary onboarding :int3a, 2026-10-01, 60d
Availity secondary onboarding :int3b, 2026-11-01, 45d
Dual-clearinghouse routing live :int3c, 2026-12-15, 30d
section Eligibility Transport
Stedi 270/271 API integration :int4a, 2026-10-01, 45d
Availity backup 270/271 :int4b, 2026-11-01, 30d
Da Vinci PAS client (CMS-0057-F) :int4c, 2027-01-01, 60d
section Labs
Health Gorilla aggregator onboarding :int5a, 2027-01-01, 45d
Quest Diagnostics direct interface :int5b, 2027-02-01, 30d
LabCorp direct interface :int5c, 2027-02-15, 30d
section Imaging
Ambra Health DICOMweb onboarding :int6a, 2027-01-15, 30d
Nuance PowerShare (alternative) :int6b, 2027-03-01, 20d
section Identity / Payments
ID.me IAL2 CSP integration :int7a, 2026-10-01, 60d
InstaMed patient payments :int7b, 2027-03-01, 45d
Rectangle Health secondary payments :int7c, 2027-04-01, 30d
LexisNexis Instant ID (patient matching) :int7d, 2027-02-01, 30d
section Comms / Fax
Twilio SMS + BAA (patient comms) :int8a, 2026-11-01, 30d
AWS SES transactional email :int8b, 2026-11-15, 20d
Documo/Concord Direct Trust HISP + fax :int8c, 2026-12-01, 30d
section Compliance Tooling
Drata/Vanta SOC 2 control evidence :int9a, 2027-01-01, 60d
HITRUST MyCSF assessor toolset :int9b, 2027-10-01, 30d
This timeline consolidates integration timelines from v1
integration-ecosystem.html and
technical-architecture.html. Key integration dependencies:
- Surescripts certification is the longest lead-time integration at 9–12 months. Kickoff in Q3 2026 targets completion by Q2 2027. Basic NewRx ships earlier under a pre-cert arrangement.
- TEFCA QHIN sub-participant onboarding under Kno2 is estimated at 6 months, targeting live connection by Q2 2027.
- Dual-clearinghouse routing (Waystar + Availity) is live before launch to prevent a Change Healthcare-style outage from halting revenue.
- ID.me IAL2 integration is on the EPCS critical path and must be ready before Drummond app cert testing begins.
- Health Gorilla aggregator covers the long tail of lab interfaces; Quest and LabCorp direct connections supplement it.
Caveats
Dates are illustrative planning targets, not commitments. Actual delivery depends on staffing, certification timelines, and customer feedback from Phase 1. The two unmovable timelines are ONC certification (9–12 months once the test process starts) and Surescripts/EPCS DEA certification (9–12 months from scratch). Every other date is subject to adjustment as design partner feedback, hiring velocity, and vendor onboarding timelines become clearer.
The v1 platform-overview.html roadmap used labels P0, P1 (alpha + launch), P3, and P4. The v2 per-module pages use Phase 1, Phase 2, and Phase 3. These are not identical — v1 P1 spans what v2 calls Phase 1 + Phase 2 across modules, and v1 P3 roughly corresponds to v2 Phase 3. The Gantt diagrams above reconcile both by showing module-level Phase 1/2/3 delivery within the platform-level P0 → P1 → P3 → P4 arc.
No v1 timeline content was unmappable. The v1 platform-overview.html roadmap phases were high-level and mapped directly. The v1 regulatory-matrix.html deadlines are fixed regulatory dates and mapped precisely. The v1 integration-ecosystem.html timelines (Surescripts 9–12 month cert, TEFCA QHIN sub-participant onboarding) were estimated and carried forward with best-guess quarters. The v1 technical-architecture.html did not contain explicit delivery timeline content beyond resilience and DR RTO/RPO targets, which are operational parameters rather than roadmap milestones.