Encore OS — Documentation

Source: Compass Artifact deep review + ONC Certification Gap Matrix + existing compliance infrastructure analysis Owner: Product / Compliance / CL / PM / PF

1. Executive Summary

This plan operationalizes the findings from the May 2026 ONC Certification Strategy & Regulatory Readiness analysis (“Compass Artifact”) into concrete deliverables: new skills, updated rules, new specs, regulatory tracker updates, and AGENTS.md amendments. The recommendation is Alignment-Only now, Modular certification when a trigger fires — but the alignment work itself is substantial.

Key Strategic Decisions

Decision	Recommendation	Trigger to Escalate
ONC Certification	Alignment-Only (no formal filing)	Named enterprise prospect with “CEHRT required” in mandatory RFP terms
Contexture/HIE	Sign Participation Agreement within 30 days	Already justified — DAP 8.0% uplift
DEA EPCS	Begin partner evaluation immediately	First MAT-prescribing customer signed
HITRUST	e1 assessment within 12 months	Kipu competitive parity
EKRA/NorthSight	P0 legal review immediately	Shared-founder structure is textbook risk

2. Deep Review — Gaps Found in Compass Artifact

2.1 Items Missing from the Compass Artifact

The compass artifact is thorough but omits several areas that Encore’s existing compliance infrastructure already tracks or should add:

#	Gap	Severity	Rationale
1	OTP/Part 8 compliance (42 CFR Part 8) — mentioned in passing under EPCS but no dedicated analysis of OTP licensing, SAMHSA certification, and medication-unit dosing rules	Medium	Encore serves MAT/OTP programs; Part 8 governs OTP operations including daily dosing, take-home schedules, and drug testing. Existing tracker already tracks this.
2	Arizona PDMP (CSPMP) integration — the regulatory-compliance rule lists this but the compass artifact omits PDMP query requirements entirely	High	A.R.S. § 36-2608 requires PDMP query before prescribing opioids. MAT prescribers using Encore must have PDMP integration or documented workaround.
3	Psychotherapy notes segregation (45 CFR 164.501) — existing decision tree includes this but compass artifact does not address ONC criterion mapping for psychotherapy note handling	Low	BH-specific HIPAA carve-out; existing compliance tracking covers this.
4	HIPAA Breach Notification (HITECH Act) — compass artifact discusses information blocking penalties but omits breach notification obligations under HITECH, which the IT compliance tracker already covers	Low	Already tracked in `IT_SECURITY_COMPLIANCE_TRACKING.md`.
5	CMS-0057-F Prior Authorization API — compass artifact mentions HTI-2 withdrawal of `(g)(30)-(g)(33)` but does not explicitly cover the separate CMS-0057-F rule (finalized Jan 2024) requiring payer prior auth APIs by Jan 1, 2027 — existing spec PM-52 covers this	Medium	PM-52 already tracks Da Vinci CRD/DTR/PAS for this rule.
6	HEDIS/Quality Measures — compass artifact §7 mentions CARF/Joint Commission as N/A for Encore (correct) but does not address BH HEDIS measures (FUH, FUM, AMM, SSD) that payer contracts frequently require. CL-51 spec and GR tracker already cover this.	Low	Already in compliance tracker and CL-51 spec.
7	Collections compliance (TCPA/FDCPA/PCI) — compass artifact omits patient collections compliance, which the regulatory tracker already covers	Low	Already tracked in `REGULATORY_COMPLIANCE_TRACKER.md`.
8	No Surprises Act/Good Faith Estimate — omitted from compass artifact; PM tracker covers this	Low	Already tracked; PM specs address GFE.
9	Surescripts certification pathway — compass artifact mentions e-prescribing partners but does not detail Surescripts’ staged certification process (application → validation → production) which is separate from both ONC and DEA EPCS	Medium	Critical path dependency for any e-prescribing feature.
10	State Medicaid Promoting Interoperability successors — compass artifact correctly notes AZ PI ended Oct 2021 but does not survey other states (e.g., CO, NY, TX) that still have active HIT incentive programs, relevant for multi-state expansion via PF-96	Low	Deferred until multi-state expansion is in scope.

2.2 Items in Compass Artifact Not Yet in Encore’s Compliance Infrastructure

#	New Finding	Current Coverage	Action Required
1	DEA EPCS certification (21 CFR 1311) — required for MAT prescribing	Not tracked	Add to regulatory tracker + create new spec
2	EKRA (18 U.S.C. § 220) — NorthSight relationship risk	Not tracked	Add to regulatory tracker + legal memo
3	Section 1557 ACA nondiscrimination — language access/TTY for patient portal	Partially covered under WCAG/Section 504	Expand coverage
4	ADA Title III digital accessibility (WCAG 2.1 AA) — DOJ April 2024 final rule	Tracked under PF-93 + Section 504	Update timeline
5	SAMHSA SUPTRS/MHBG/TEDS reporting — block-grant reporting hooks	Not tracked	Add to GR compliance tracker
6	USCDI+ Behavioral Health profiles — SAMHSA/ONC $20M initiative	Not tracked	Add to CL-16 roadmap
7	HITRUST e1 → i1 pathway — competitive parity with Kipu	Not tracked	Add to IT compliance tracker
8	DS4P (Data Segmentation for Privacy) — §170.315(b)(7)/(b)(8) — critical for Part 2 SUD data	Gap matrix shows “None” for b(7)/b(8)	Create new spec
9	DEA Special Registration for Telemedicine — MAT-via-telehealth	Not tracked	Add to regulatory tracker
10	Contexture/Health Current Participation Agreement — DAP/TI 2.0 gate	Not tracked as deliverable	Add to roadmap
11	HTI-4 NCPDP SCRIPT 2023011 — Jan 1, 2028 deadline	Mentioned in gap matrix	Ensure CL-06 enhancement tracks this
12	Information blocking penalty enforcement — $1M per violation	Tracked in regulatory tracker	Ensure PM-55 info-blocking workflows complete

3. New Skills to Create

Skills are organized by priority tier. Each skill follows the .cursor/skills/ convention with YAML frontmatter, references directory where needed, and pointers to authoritative docs.

Tier 1 — Alignment-Critical (Create in first 30 days)

3.1 `onc-alignment-assessment` (`.cursor/skills/`)

Purpose: Assess any feature or spec against ONC alignment criteria without requiring formal certification. Scope:

Map feature data elements to USCDI v3 data classes/elements
Check US Core 6.1.0 FHIR profile conformance
Validate SMART App Launch v2 OAuth flow design
Evaluate information blocking compliance
Generate alignment score (0-5) per criterion family

References directory:

references/uscdi-v3-data-classes.md — USCDI v3 data class inventory
references/onc-criterion-checklist.md — Per-criterion implementation checklist

Trigger phrases: “ONC alignment”, “USCDI mapping”, “certification readiness”, “FHIR conformance check”

3.2 `fhir-profile-conformance` (`.cursor/skills/`)

Purpose: Author and validate FHIR R4 resources against US Core 6.1.0 + USCDI v3 profiles. Scope:

US Core 6.1.0 profile requirements per resource type
USCDI v3 data element mapping
CapabilityStatement authoring
Inferno test alignment
USCDI+ BH profile awareness (future-proofing)

References directory:

references/us-core-profiles.md — Profile-by-profile requirements
references/fhir-resource-patterns.md — Encore-specific FHIR resource authoring patterns

Trigger phrases: “FHIR profile”, “US Core”, “CapabilityStatement”, “Inferno test”, “USCDI mapping”

3.3 `ds4p-privacy-segmentation` (`.cursor/skills/`)

Purpose: Implement Data Segmentation for Privacy (DS4P) for 42 CFR Part 2 SUD data. Scope:

DS4P confidentiality codes (V, R, N) on C-CDA and FHIR resources
Part 2 consent-to-segmentation pipeline
Redisclosure notice generation
DS4P send/receive criterion mapping for §170.315(b)(7)/(b)(8)
Integration with CL-11 consent management

References directory:

references/ds4p-codes.md — Confidentiality code table and mapping rules
references/part2-consent-flows.md — Part 2 → DS4P decision tree

Trigger phrases: “DS4P”, “data segmentation”, “privacy segmentation”, “Part 2 FHIR”, “confidentiality codes”

3.4 `information-blocking-compliance` (`.cursor/skills/`)

Purpose: Ensure all data-sharing decisions comply with 21st Century Cures Act information blocking provisions. Scope:

Exception documentation (8 exceptions + TEFCA Manner + Protecting Care Access)
Denial taxonomy and review queue
Annual governance packet assembly
OIG CMP risk assessment ($1M per violation)
Information blocking response workflow

References directory:

references/exception-matrix.md — Exception-by-exception documentation template
references/denial-taxonomy.md — Standardized denial categories and review workflow

Trigger phrases: “information blocking”, “Cures Act”, “data sharing denial”, “EHI export”, “exception documentation”

Tier 2 — Pre-Certification Readiness (Create in 30-90 days)

3.5 `dsi-transparency-disclosure` (`.cursor/skills/`)

Purpose: Generate §170.315(b)(11) DSI source attribute disclosures for AI features. Scope:

Source attribute documentation per HTI-1 requirements
Predictive DSI vs. evidence-based DSI classification
Algorithm transparency requirements
User-facing disclosure content generation
Integration with PM-64 (AI coding) and CL-08 (CDS)

Trigger phrases: “DSI transparency”, “AI disclosure”, “b(11)”, “algorithm transparency”, “predictive DSI”

3.6 `epcs-audit-preparation` (`.cursor/skills/`)

Purpose: Prepare for DEA EPCS third-party audit (21 CFR 1311). Scope:

Identity proofing documentation (NIST SP 800-63-3)
Two-factor authentication evidence
Prescription signing workflow design
Audit trail requirements for controlled substances
Drummond/DEA audit checklist
ARCOS reporting integration points

Trigger phrases: “EPCS”, “DEA audit”, “controlled substance”, “e-prescribing controlled”, “buprenorphine”, “21 CFR 1311”

3.7 `contexture-hie-integration` (`.cursor/skills/`)

Purpose: Guide integration with Contexture (Health Current) HIE for AHCCCS DAP/TI 2.0. Scope:

ADT notification send/receive (HL7 v2.5.1)
CCD exchange (C-CDA R2.1)
Contexture participation agreement requirements
DAP milestone evidence generation
TEFCA connectivity path (Contexture → eHealth Exchange QHIN → national)

Trigger phrases: “Contexture”, “Health Current”, “HIE integration”, “ADT notification”, “DAP attestation”, “TI 2.0”

3.8 `hitrust-assessment-preparation` (`.cursor/skills/`)

Purpose: Prepare for HITRUST e1 (Essentials) validated assessment. Scope:

HITRUST CSF control mapping to existing Encore controls
Evidence collection checklist
Gap analysis between SOC 2 Type II and HITRUST e1
Authorized external assessor engagement guide
Escalation path to i1

Trigger phrases: “HITRUST”, “e1 assessment”, “i1 assessment”, “security certification”, “HITRUST CSF”

Tier 3 — Certification-Phase Skills (Create when trigger fires)

3.9 `onc-criterion-mapper` (`.agents/skills/`)

Purpose: Generate per-criterion compliance evidence packages. Scope:

Criterion text → Encore feature → test case → screenshot/log evidence mapping
Relied-upon software documentation
CHPL listing metadata generation
Mandatory disclosure URL content

3.10 `inferno-test-author` (`.agents/skills/`)

Purpose: Write Inferno test plans and expected response fixtures. Scope:

(g)(10), (g)(7), (g)(9) test plan authoring
CapabilityStatement validation fixtures
SMART App Launch v2 test flow documentation
CI harness integration for Inferno tests

3.11 `rwt-plan-author` (`.agents/skills/`)

Purpose: Generate Real World Testing plans and results reports. Scope:

RWT plan template per ONC requirements
Metrics collection framework
Results report generation
Enforcement discretion tracking (HTI-5 pending)

3.12 `drummond-engagement-orchestrator` (`.agents/skills/`)

Purpose: Pre-populate Drummond ATL test scripts and ACB documentation. Scope:

Drummond Advisory Services engagement guide
ATL test script pre-population
ACB vendor form completion
CHPL listing preparation
Compliance Learning Series planning

4. Regulatory Rules Updates

4.1 Update `.cursor/rules/regulatory-compliance.md`

Changes needed: Add the following branches to the decision tree:

├─ CL (Clinical)
│  ├─ [EXISTING branches...]
│  ├─ Involves e-prescribing of controlled substances? → DEA EPCS (21 CFR 1311), Drummond audit
│  ├─ Involves MAT/buprenorphine prescribing? → DEA EPCS + X-waiver removal (CAA 2023 §1262) + DEA Telemedicine Special Registration
│  ├─ Involves FHIR data export with SUD data? → DS4P §170.315(b)(7)/(b)(8) confidentiality coding
│  ├─ Involves AI clinical recommendations? → HTI-1 DSI transparency §170.315(b)(11)
│  └─ Involves Arizona HIE/Contexture? → AHCCCS DAP/TI 2.0 requirements

├─ PM (Practice Management)
│  ├─ [EXISTING branches...]
│  ├─ Involves patient access API? → ONC HTI-1 §170.315(g)(10), SMART App Launch v2, US Core 6.1.0
│  ├─ Involves AI coding/billing? → HTI-1 DSI transparency §170.315(b)(11), human acceptance required
│  └─ Involves e-prescribing standards? → HTI-4 NCPDP SCRIPT 2023011 (deadline Jan 1, 2028)

├─ PF (Platform Foundation)
│  ├─ [EXISTING branches...]
│  ├─ Involves patient portal language access? → Section 1557 ACA nondiscrimination
│  └─ Involves HITRUST assessment? → HITRUST CSF e1/i1 controls

├─ GR (Governance & Risk)
│  ├─ [EXISTING branches...]
│  └─ Involves SAMHSA reporting? → SUPTRS, TEDS, MHBG block grant data

Add new footer section:

**ONC/Interoperability-specific:**
- `docs/compliance/ONC_CERTIFICATION_GAP_MATRIX.md` — Criterion-level gap analysis
- `docs/compliance/ONC_REGULATORY_READINESS_IMPLEMENTATION_PLAN.md` — Skills, specs, and roadmap

**Beyond-ONC compliance:**
- EKRA (18 U.S.C. § 220) — Kickback risk for recovery treatment referrals
- HITRUST e1/i1 — Security assessment pathway
- DEA EPCS (21 CFR 1311) — Controlled substance e-prescribing audit

4.2 Update `.cursor/skills/module-regulatory-compliance/`

Changes to SKILL.md:

Add ONC alignment, FHIR/USCDI, DS4P, EPCS, HITRUST, and EKRA to the decision tree
Add new common mistakes table entries for ONC-specific errors
Update tags to include [regulatory, compliance, HIPAA, ONC, FHIR, USCDI, EPCS, DS4P, HITRUST]

Changes to references/per-core-compliance.md:

Add “ONC / Interoperability Compliance” section under CL
Add “EPCS / DEA Audit” section under CL
Add “ONC Patient Access API” section under PM
Add “HITRUST Assessment” section under IT/PF
Add “EKRA / Anti-Kickback” section under GR/PF
Add “SAMHSA Reporting” section under GR

5. New Specs Required

5.1 Specs to Create (ordered by priority)

Priority	Spec ID	Title	Core	Rationale
P0	PF-107	EKRA Compliance and Related-Party Transaction Controls	PF	Shared-founder NorthSight relationship; higher enforcement probability than ONC
P1	CL-63	DS4P Data Segmentation for Privacy (Send/Receive)	CL	§170.315(b)(7)/(b)(8); critical for Part 2 SUD data in FHIR/C-CDA exchange
P1	CL-64	DEA EPCS Integration and Audit Readiness	CL	21 CFR 1311; required for MAT prescribing market
P1	PF-108	Contexture HIE Integration (ADT/CCD Exchange)	PF	AHCCCS DAP 8.0% uplift; TI 2.0 eligibility; highest-ROI Arizona move
P2	PF-109	HITRUST e1 Security Assessment Readiness	PF	Competitive parity with Kipu; hospital/payer procurement signal
P2	CL-65	DSI Transparency Disclosure Framework	CL	§170.315(b)(11) HTI-1; required if AI clinical features ship
P2	PM-72	ONC API Conditions of Certification Governance	PM	Terms, fees, transparency, maintenance for FHIR APIs
P2	CL-16-EN-03	USCDI+ Behavioral Health Profile Mapping	CL	SAMHSA/ONC $20M initiative; proactive alignment
P3	GR-26	SAMHSA SUPTRS/TEDS/MHBG Reporting Integration	GR	Block-grant reporting for SOR sub-grantees
P3	CL-66	Immunization Registry Reporting (ASIIS/VXU)	CL	§170.315(f)(1); required for MAT/OTP clinics administering vaccines
P3	CL-67	Electronic Case Reporting (eCR)	CL	§170.315(f)(5); HIV/HCV reportable conditions for MAT/SUD programs
P3	PM-73	Surescripts Certification Pathway	PM	Production e-prescribing requirement; staged onboarding

5.2 Existing Specs Requiring Updates

Spec	Update Needed
CL-16	Add USCDI v3 mapping checklist; reference USCDI+ BH; add Inferno CI harness requirement; add DS4P cross-reference to CL-63
CL-16-EN-02	Update US Core from “planned” to alignment target with specific 6.1.0 profile list
PM-55	Add information blocking denial taxonomy; add §170.315(g)(10) SMART v2 requirements; cross-reference new PM-72 governance spec
CL-06	Add HTI-4 NCPDP SCRIPT 2023011 transition timeline; cross-reference CL-64 EPCS
CL-48	Add C-CDA R4.1 companion guide update; cross-reference DS4P send via CL-63
PM-52	Note HTI-2 withdrawal of `(g)(30)-(g)(33)` but CMS-0057-F independence; track HTI-5
PF-93	Add DOJ April 2024 Title II WCAG 2.1 AA rule; add Section 1557 language access
PF-44	Add EHI export criterion b(10) evidence requirements
CL-11	Cross-reference DS4P spec CL-63; add redisclosure notice in FHIR context

6. AGENTS.md Updates

6.1 Root AGENTS.md

Add to “What AI Must NEVER Do”:

- Ship FHIR resources that do not conform to US Core 6.1.0 profiles when CL-16/PM-55 features are in scope.
- Omit DS4P confidentiality codes on any FHIR resource or C-CDA document containing 42 CFR Part 2 SUD data.
- Implement controlled substance e-prescribing without DEA EPCS audit trail (21 CFR 1311).
- Bypass information blocking exception documentation when denying data access requests.

Add to “Other Patterns (Pointers)”:

- **ONC Alignment (Alignment-Only):** Build to USCDI v3 + US Core 6.1.0 + SMART v2 + DS4P without formal certification. Gap matrix: `docs/compliance/ONC_CERTIFICATION_GAP_MATRIX.md`. Implementation plan: `docs/compliance/ONC_REGULATORY_READINESS_IMPLEMENTATION_PLAN.md`.
- **Contexture/HIE (Arizona):** ADT and CCD exchange via Contexture for AHCCCS DAP/TI 2.0. See PF-108.
- **DEA EPCS:** Required for MAT prescribing. Third-party audit via Drummond. See CL-64.
- **DS4P (Part 2 + FHIR):** Confidentiality coding on all SUD data in FHIR/C-CDA. See CL-63.
- **HITRUST e1:** Security assessment for hospital/payer procurement. See PF-109.
- **EKRA:** Anti-kickback for recovery treatment referrals. P0 legal priority. See PF-107.

Add to “Landmines (Non-Discoverable)“:

- [2026-05] USCDI v3 is the baseline as of Jan 1, 2026 (with ASTP/ONC enforcement discretion through Feb 28, 2026). All new FHIR work must target v3, not v1.
- [2026-05] HTI-2 non-finalized provisions (g(30)-(g)(33), CDS Hooks, Subscriptions) were withdrawn Dec 29, 2025. Do not implement withdrawn criteria.
- [2026-05] OIG information blocking penalties ($1M per violation) are live since Sept 2023. Joint HHS-OIG/ASTP enforcement alert issued Sept 4, 2025.
- [2026-05] DEA Telemedicine Special Registration rule remains in flux; MAT-via-telehealth must use feature flags.

6.2 Core-Specific AGENTS.md Updates

src/cores/cl/AGENTS.md:

Add DS4P requirements for SUD data in FHIR/C-CDA
Add EPCS audit trail requirements
Add USCDI v3 / US Core 6.1.0 conformance requirement for all FHIR resources
Add DSI transparency requirement for AI clinical features

src/cores/pm/AGENTS.md:

Add information blocking exception documentation requirement
Add ONC API governance (PM-72) reference
Add HTI-4 NCPDP SCRIPT 2023011 deadline awareness
Add CMS-0057-F Da Vinci timeline independence from HTI-2 withdrawal

7. Regulatory Tracker Updates

7.1 Add to `REGULATORY_COMPLIANCE_TRACKER.md`

Regulation	Requirement	Deadline	Owning Spec	Status
DEA EPCS (21 CFR 1311)	Third-party audit for controlled substance e-prescribing	Before MAT prescribing launch	CL-64	Not Started
EKRA (18 U.S.C. § 220)	Anti-kickback compliance for NorthSight relationship	Immediate (P0)	PF-107	Not Started
HITRUST e1	Security assessment validated by authorized external assessor	12 months	PF-109	Not Started
Section 1557 ACA	Language access, TTY, nondiscrimination in patient portal	Ongoing	PF-93 update	Partially Covered
ADA Title III / DOJ Rule	WCAG 2.1 AA for patient-facing web properties	HHS May 2026 deadline	PF-93	In Progress
SAMHSA SUPTRS/TEDS	Treatment episode reporting for block-grant compliance	Per grant cycle	GR-26	Not Started
USCDI+ BH	FHIR BH profiles mapping	Proactive alignment	CL-16-EN-03	Not Started
DS4P b(7)/b(8)	Privacy segmentation for SUD data in FHIR/C-CDA	Before production FHIR exchange	CL-63	Not Started
HTI-4 NCPDP SCRIPT 2023011	E-prescribing standard upgrade	Jan 1, 2028	CL-06 update	Not Started
DEA Telemedicine Registration	MAT-via-telehealth prescribing rules	Pending final rule (2026?)	CL-64	Monitoring
Contexture Participation	HIE connectivity for AHCCCS DAP/TI 2.0	30 days (business)	PF-108	Not Started
OIG Info Blocking CMP	$1M per violation for HIT developers	Live since Sept 2023	PM-55	In Progress

7.2 Update `ONC_CERTIFICATION_ROADMAP.md`

Increase version to 2.0.0
Replace generic phased timeline with the compass artifact’s 30/90/180/365-day roadmap
Add DEA EPCS, Contexture, HITRUST, and EKRA as parallel tracks
Add competitive landscape section (10 of 11 BH competitors are ONC-certified)
Add trigger-based escalation framework
Cross-reference gap matrix and implementation plan

7.3 Update `ONC_CERTIFICATION_GAP_MATRIX.md`

Add DEA EPCS row
Add EKRA risk assessment row
Add Contexture/DAP evidence requirements
Update alignment score from 3.0 to 2.5 per compass artifact analysis
Add USCDI+ BH as future-state alignment target

8. Content Licensing Tracker

Add to compliance infrastructure (new section in AUTHORITATIVE_REFERENCES.md):

Content	License	Cost	Status
LOINC	Regenstrief Institute	Free	Not yet obtained
SNOMED CT US Edition	NLM UMLS Metathesaurus	Free (US)	Not yet obtained
RxNorm	NLM	Free	Not yet obtained
ICD-10-CM	CMS	Free	Not yet obtained
CPT	AMA	$500–$ 3,500/yr for distribution	Not yet licensed
CVX/MVX vaccine codes	CDC	Free	Not yet obtained
NCPDP SCRIPT	NCPDP	Membership required	Not yet licensed

Action: Obtain NLM UMLS license within 30 days (prerequisite for SNOMED CT, RxNorm, LOINC distribution in production).

9. Phased Implementation Timeline

Phase 1: Foundation (Days 0–30)

#	Deliverable	Type	Owner
1	Create PF-107 (EKRA) spec	Spec	Legal/PF
2	Create PF-108 (Contexture) spec	Spec	PF
3	Update `regulatory-compliance.md` rule	Rule	Platform
4	Update `module-regulatory-compliance` skill	Skill	Platform
5	Update AGENTS.md (root + CL + PM)	Docs	Platform
6	Update `REGULATORY_COMPLIANCE_TRACKER.md`	Docs	Compliance
7	Update `ONC_CERTIFICATION_ROADMAP.md` to v2.0	Docs	Compliance
8	Create `onc-alignment-assessment` skill	Skill	Platform
9	Create `information-blocking-compliance` skill	Skill	Platform
10	Obtain NLM UMLS license	Business	Product

Phase 2: Interoperability Core (Days 31–90)

#	Deliverable	Type	Owner
11	Create CL-63 (DS4P) spec	Spec	CL
12	Create CL-64 (DEA EPCS) spec	Spec	CL
13	Create `fhir-profile-conformance` skill	Skill	Platform
14	Create `ds4p-privacy-segmentation` skill	Skill	Platform
15	Create `dsi-transparency-disclosure` skill	Skill	Platform
16	Create `epcs-audit-preparation` skill	Skill	Platform
17	Create `contexture-hie-integration` skill	Skill	Platform
18	Update CL-16, CL-16-EN-02, PM-55, CL-06, CL-48 specs	Spec updates	CL/PM
19	Create PF-109 (HITRUST e1) spec	Spec	PF/IT
20	Create PM-72 (ONC API Governance) spec	Spec	PM

Phase 3: Expanded Coverage (Days 91–180)

#	Deliverable	Type	Owner
21	Create CL-65 (DSI Transparency) spec	Spec	CL
22	Create CL-16-EN-03 (USCDI+ BH) spec	Spec	CL
23	Create GR-26 (SAMHSA Reporting) spec	Spec	GR
24	Create `hitrust-assessment-preparation` skill	Skill	Platform
25	Update `per-core-compliance.md` references	Skill ref	Platform
26	Create CL-66 (Immunization ASIIS) spec if in-scope	Spec	CL
27	Create CL-67 (eCR) spec if in-scope	Spec	CL
28	Create PM-73 (Surescripts) spec	Spec	PM

Phase 4: Certification Readiness (Months 6–12, only if trigger fires)

#	Deliverable	Type	Owner
29	Create `onc-criterion-mapper` skill	Skill	Platform
30	Create `inferno-test-author` skill	Skill	Platform
31	Create `rwt-plan-author` skill	Skill	Platform
32	Create `drummond-engagement-orchestrator` skill	Skill	Platform
33	Build Inferno CI harness	Engineering	CL/PM
34	Formal Drummond Advisory engagement	Business	Product

10. Validation Checklist

Before considering this plan complete, verify:

11. Cross-References

Compass Artifact (source analysis)
ONC Certification Gap Matrix
ONC Certification Roadmap
Regulatory Compliance Tracker
Authoritative References
PHI Classification
Constitution §4 (Security), §5 (Database)
AGENTS.md §Architecture Rules, §What AI Must NEVER Do

ONC Health IT Certification Gap Matrix Compliance Evidence Packages

​1. Executive Summary

​Key Strategic Decisions

​2. Deep Review — Gaps Found in Compass Artifact

​2.1 Items Missing from the Compass Artifact

​2.2 Items in Compass Artifact Not Yet in Encore’s Compliance Infrastructure

​3. New Skills to Create

​Tier 1 — Alignment-Critical (Create in first 30 days)

​3.1 onc-alignment-assessment (.cursor/skills/)

​3.2 fhir-profile-conformance (.cursor/skills/)

​3.3 ds4p-privacy-segmentation (.cursor/skills/)

​3.4 information-blocking-compliance (.cursor/skills/)

​Tier 2 — Pre-Certification Readiness (Create in 30-90 days)

​3.5 dsi-transparency-disclosure (.cursor/skills/)

​3.6 epcs-audit-preparation (.cursor/skills/)

​3.7 contexture-hie-integration (.cursor/skills/)

​3.8 hitrust-assessment-preparation (.cursor/skills/)

​Tier 3 — Certification-Phase Skills (Create when trigger fires)

​3.9 onc-criterion-mapper (.agents/skills/)

​3.10 inferno-test-author (.agents/skills/)

​3.11 rwt-plan-author (.agents/skills/)

​3.12 drummond-engagement-orchestrator (.agents/skills/)

​4. Regulatory Rules Updates

​4.1 Update .cursor/rules/regulatory-compliance.md

​4.2 Update .cursor/skills/module-regulatory-compliance/

​5. New Specs Required

​5.1 Specs to Create (ordered by priority)

​5.2 Existing Specs Requiring Updates

​6. AGENTS.md Updates

​6.1 Root AGENTS.md

​6.2 Core-Specific AGENTS.md Updates

​7. Regulatory Tracker Updates

​7.1 Add to REGULATORY_COMPLIANCE_TRACKER.md

​7.2 Update ONC_CERTIFICATION_ROADMAP.md

​7.3 Update ONC_CERTIFICATION_GAP_MATRIX.md

​8. Content Licensing Tracker

​9. Phased Implementation Timeline

​Phase 1: Foundation (Days 0–30)

​Phase 2: Interoperability Core (Days 31–90)

​Phase 3: Expanded Coverage (Days 91–180)

​Phase 4: Certification Readiness (Months 6–12, only if trigger fires)

​10. Validation Checklist

​11. Cross-References

1. Executive Summary

Key Strategic Decisions

2. Deep Review — Gaps Found in Compass Artifact

2.1 Items Missing from the Compass Artifact

2.2 Items in Compass Artifact Not Yet in Encore’s Compliance Infrastructure

3. New Skills to Create

Tier 1 — Alignment-Critical (Create in first 30 days)

3.1 `onc-alignment-assessment` (`.cursor/skills/`)

3.2 `fhir-profile-conformance` (`.cursor/skills/`)

3.3 `ds4p-privacy-segmentation` (`.cursor/skills/`)

3.4 `information-blocking-compliance` (`.cursor/skills/`)

Tier 2 — Pre-Certification Readiness (Create in 30-90 days)

3.5 `dsi-transparency-disclosure` (`.cursor/skills/`)

3.6 `epcs-audit-preparation` (`.cursor/skills/`)

3.7 `contexture-hie-integration` (`.cursor/skills/`)

3.8 `hitrust-assessment-preparation` (`.cursor/skills/`)

Tier 3 — Certification-Phase Skills (Create when trigger fires)

3.9 `onc-criterion-mapper` (`.agents/skills/`)

3.10 `inferno-test-author` (`.agents/skills/`)

3.11 `rwt-plan-author` (`.agents/skills/`)

3.12 `drummond-engagement-orchestrator` (`.agents/skills/`)

4. Regulatory Rules Updates

4.1 Update `.cursor/rules/regulatory-compliance.md`

4.2 Update `.cursor/skills/module-regulatory-compliance/`

5. New Specs Required

5.1 Specs to Create (ordered by priority)

5.2 Existing Specs Requiring Updates

6. AGENTS.md Updates

6.1 Root AGENTS.md

6.2 Core-Specific AGENTS.md Updates

7. Regulatory Tracker Updates

7.1 Add to `REGULATORY_COMPLIANCE_TRACKER.md`

7.2 Update `ONC_CERTIFICATION_ROADMAP.md`

7.3 Update `ONC_CERTIFICATION_GAP_MATRIX.md`

8. Content Licensing Tracker

9. Phased Implementation Timeline

Phase 1: Foundation (Days 0–30)

Phase 2: Interoperability Core (Days 31–90)

Phase 3: Expanded Coverage (Days 91–180)

Phase 4: Certification Readiness (Months 6–12, only if trigger fires)

10. Validation Checklist

11. Cross-References