ONC Update 2025: Occupation & Health Insurance Updates

As part of DrChrono’s ongoing work to meet the ONC HTI-1 Certification requirements, we are updating the platform to support the latest United States Core Data for Interoperability (USCDI) Version 3 standards. This update includes the addition of structured data elements for a patient’s Occupation and Health Insurance Information.

These data elements will be fully integrated into both the Consolidated Clinical Document Architecture (CCDA) and FHIR API resources to ensure interoperability across certified systems.

Why This Update Matters

USCDI v3 expands on previous versions (including USCDI v1, which DrChrono currently supports) by introducing new data classes that enhance public health reporting, care coordination, and health equity tracking. Specifically:

• Occupation data helps identify environmental and workplace risk factors, supporting more personalized and preventive care.
• Health Insurance information improves the completeness of administrative and financial records, enabling better coordination of benefits and eligibility during transitions of care.

By capturing and exchanging these new data points in standardized formats, DrChrono strengthens its ability to support:

• Regulatory compliance under ONC HTI-1 requirements.
• Data interoperability across healthcare organizations, payers, and public health systems.
• Improved patient outcomes through a more comprehensive clinical and socioeconomic profile.

What Has Changed

To align with USCDI v3, DrChrono is implementing the following technical changes:

• Occupation Data Support
• Health Insurance Information Support

Let's take a closer look!

Requirement	Update
Patient Demographics Support for Patient Occupations	Added support for capturing and managing one-to-many occupation records per patient. Each Occupation should support the following fields:  Start Date - Required. The start date for the patient’s occupation  End Date - the end date for the patient’s occupation Occupation - single select, searchable pick list from the value set in the dropdown menu Industry - single select, searchable pick list from the value set in the dropdown menu
Occupation Card	A new Occupation card has been added to Patient Demographics Add Record The card has an “Add Record” button that opens a panel where users can fill in the occupation information When the user clicks "Add Record," a panel slides out, allowing the user to enter occupation details The user can either: Click Cancel to discard the entry Click Add Record to save occupation details. The new occupation is added to the Occupation section within patient demographics Edit Record Each occupation record supports an edit feature When in edit mode the “Add Record” button changes to “Save Record” The user can: Click “Save Record” to save the changes Click Cancel to discard changes Delete Record Users can delete an existing occupation by clicking the delete icon associated to the record A confirmation modal displays with a message “Are you sure you want to permanently delete the following occupation record?” and the modal displays the following details Occupation Name, Industry, Start Date, End Date (if end date is missing we will display as ‘present’ The user can choose to delete record  or Cancel to close the modal without deleting
Coverage Type	Formerly labeled as  ‘Insurance Plan Type’ under Patient Demographics> Insurances.  Has a  standardized value set. Values are used to determine claim pay rate for claim generation.
Relationship to Subscriber Codes	Located in Patient Demographics> Insurances.  When a subscriber is not the patient (checkbox), the field “Patient Relationship to Subscriber provides a picklist for users to select the patient's relationship to the subscriber.  Value set is will be generated in the CCDA.
Support Subscriber Identifier	(Currently supported) - This is currently supported using the patient’s insurance ID number, which will be included in the CCDA as the subscriber ID.
Support Health Insurance Coverage Status Date	(Currently supported)- The 'Coverage status date' will show up as the 'Card issue date' on the screen.
Support Member Identifier	(Currently supported) -The member ID is the same as the insurance ID number.
Support Health Insurance Group Identifier	(Currently supported) -The health insurance group ID is shown as the insurance group number.
Support Payer Identifier	(Currently supported) - The payer ID is shown as the carrier payer ID.