Work Group minutes X12N TG1 WG5 September 24-27, 2006 Boston MA

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1 X12N TG1 WG5 Chairperson contact info: Alan Aleia Trumbull Services office mobile Work Group minutes X12N TG1 WG5 September 24-27, 2006 Boston MA Quorum Requirement Statement (please check one) This group enforces quorum requirements for group voting items. This group does not enforce quorum requirements for group voting items. X 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) N/A Subrogation Work Assignment and Response message In development Next Trimester Meeting Notification Date: Jan 28- Feb 1, 2007 Location: Denver, CO Contact Person: Alan Aleia Agenda (include key items): Collaborative work between X12N TG1 WG5 and CIECA to develop Subrogation Work Assignment and Response message Elections Scheduled (include position and term dates): N/A Special Meeting Notification (e.g. Interim Conference Calls, Industry Meetings, Regulatory Agency Meetings, etc.) Date: Location: Conference Calls Contact Person: Alan Aleia Agenda: See attached minutes prepared by Charley Quirt Revised 06/09/2006

2 Executive Summary of Current Meeting (optional, but recommended): Meeting Participants: Name Company Alan Aleia Trumbull Services Doris Keeler Arbitration Forums Becky Starr State Farm Charley Quirt CIECA Charley Quirt Ami Hileman State Farm Meeting Highlights: Develop strategy to propagate involvement of carriers. Collaboration on Subro message development. Communication and marketing strategy developed. Date: Sept , 2006 Location: Boston, MA Agenda: Collaborative work between X12N TG1 WG5 and CIECA to develop Subrogation Work Assignment and Response message. Summary of Major Accomplishments: See Attached Elections Held (include position, term dates, and individual s name): none Date and Minutes of Current Meeting Date: Sept , 2006 Location: Boston, MA Minutes: D. Voting Items: N/A E. Key Discussion Items Anti-trust statement was read. In between X12trimester meeting, we have been attending conference calls to move our efforts forward. Memo of Understanding between X12 and CIECA completed. It will form basis for collaborative effort.

3 Sylvia Webb has been named as our Technical arm from X12. She has reviewed CIECA s design rules and created a summary report that will be reviewed by Fred, Charley, and Dave from CIECA. Fred from CIECA and Lenel from X12 have published a joint press release detailing our collaborative efforts. The press release went out yesterday. If anyone has any questions, please contact Lenel, Alan Aleia, or Becky Starr. We have created numerous business cases and message flow diagrams involved with subrogation. These documents will be used in our project proposal and in marketing efforts to get more participation. D. Informational Forum Notes: N/A E. Joint Meeting Notes: See attached meeting notes prepared by CIECA F. Other Notes: N/A Action Items (when applicable) Action Item Responsible Party(ies) Due Date (when applicable) o Additional conference calls Charley Quirt are being scheduled Completed Date o CIECA is working on marketing this effort to bring in more participants o We will review and finalize the workflow diagrams on our next call o We will develop a project proposal, which includes developing a scope, validation of first messages to develop, participants, and timelines o We will review our data points document to create Business Message Specifications Charlie Quirt All All All Generate meeting minutes Alan Aleia End

4 3149 Dundee Road, Northbrook, IL (847) CIECA & X12 Subrogation Committee Meeting Minutes of September 26, 2006 COMMITTEE MEMBER Alan Aleia Ami Hileman Becky Starr Bryan Cooper COMPA NY X12 & Trumbull Services State Farm State Farm Nationwi de TE CH DEV EL PRESE NT X X Ami.Hileman.grn1@statefarm.com X X Becky.Starr.jr2g@statefarm.com X X X Cooperb@nationwide.com Charley Quirt CIECA charley@cieca.com X X X Dan Kazzaz X12 & kazzaz@verizon.net Dave Meiser State Farm Dave.meiser.ao0u@statefarm.com X X D Saxo? Allstate dsaxo@allstate.com Arbitratio Doris Keeler dkeeler@arbfile.org X n F. Fred Iantorno CIECA Fred@cieca.com Greg Anderson DISA ganderson@disa.org Nationwi Jeff Vangundy vangunj@nationwide.com de Keith Carson Hartford k.carson@thehartford.com Lenel James Mark Ostran Matt Ziemianski Blue Cross Blue Shield Nationwi de Nsite Solutions Lenel.James@bcbsa.com OSTRANM@Nationwide.com mski@nsitesolutions.com X Nick Bhatt Audatex nick_bhatt@audatex.com Roger Bridges Sandra Rodaligo Arbitratio n F. rbridges@arbfile.org CNA Sandra.Rodaligo@CNA.com Sandy Gegan Allstate sgega@allstate.com Steve Fordham MSB steve.fordham@msbinfo.com

5 Sylvia Webb Gefeg X Thierry Roullier CCC X Agenda: September , 2 days Agenda (from 09/19/2006): Recognize Anti-Trust Statements of X12 & CIECA Minutes from previous meeting Design Rule Team Report: Any Updates/Progress Interest Identification/Marketing Group Report: Press Release Feedback, Carrier recruitment status Development Team Review Workflow diagrams with Business Cases First Message Defined Scope, Impacted Audience, Developers, Timeline Data Point Document Review Business Message Specification Review CIECA document Schema Review Hierarchical Representation and Data Groups Implementation Guide Review and Appendix C Development Plans and Volunteers / Assignments Minutes: The antitrust statements of both X12 and CIECA were recognized by all. The minutes were approved for the prior meeting. The agenda items from last week were reviewed and used for this meeting. Design Rules Status Sylvia was not able to attend this meeting due to a family situation. Sylvia did not send the report on the syntax review. Dan will get with Sylvia and follow up and get to Fred and Charley on the findings. Dave, Fred, and Charley will review and research the findings and determine the path for resolution. Interest Identification Group / Marketing Team Fred and Lenel have sent out the press release noting the MOU has been signed and approved by both organizations. It was also announced at the X12 session that a CIECA presentation would be given at the COTG meeting. Lenel reported the attendance at the meeting was higher than normal. The business process flows that we developed at this meeting will be used in our next marketing effort in an attempt to get additional carriers involved. Development Committee The people in attendance at the X12 meetings were Ami, Becky, Doris, Alan, Charley. The agenda proposed in the last minutes were approved, and the work to begin on the work flow diagrams. The minutes were reviewed and areas discussed for clarification. A generic business flow diagram was developed to include most all messages and parties involved. These will be used for the meeting tomorrow to develop business case work flows that will parallel with the business cases.

6 Tuesday was dedicated to the development of the business cases and the associated work flows. These were reviewed and finalized to be distributed. These will be reviewed as the first agenda item at our next webinar. Tuesday from 1 to 2 was also the time set for the CIECA presentation to COTG. The presentation was sent to Catherine at DISA for distribution to the attendees and interested parties. The agenda was reviewed for the next meeting. The agenda for this meeting will be used again at the next meeting, with the exception of work flow development. The first item will be review and validation of the work flows and business cases. Discussion on when we may stop development resulted in the stop point potentially being the finalization of the work flow and business cases. We would next develop the Project Proposal that would also be used for the marketing to other carriers. The meeting was adjourned at 04:54 PM EST. Tasks for Next Meeting: potential webinar dates and times out the Visio diagrams Send out minutes of this meeting Follow up with Dan on the technical review Fred to use the Business diagrams for his marketing efforts Fred will update Charley at the results of the marketing effort Potential Conference Call Future Agenda: Anti-Trust Statement Minutes from previous meeting Design Rule Team Report: Any Updates/Progress Interest Identification/Marketing Group Report: Press Release Feedback, Carrier recruitment status Development Team Review Workflow diagrams with Business Cases First Message Defined Scope, Impacted Audience, Developers, Timeline Data Point Document Review Business Message Specification Review CIECA document Schema Review Hierarchical Representation and Data Groups Implementation Guide Review and Appendix C Development Plans and Volunteers / Assignments Submitted By: Charley Quirt