TEFCA Integration Services

TEFCA — the Trusted Exchange Framework and Common Agreement — is the federal framework that lets any connected healthcare organization exchange data with any other through a Qualified Health Information Network. Saga IT delivers QHIN onboarding, Common Agreement compliance, exchange purpose configuration, and end-to-end Trusted Exchange Framework implementation.

Anatomy of a Cross-QHIN Query

How TEFCA Federated Exchange Actually Works

Patient discovery (XCPD) broadcasts across designated QHINs, then document retrieval (XCA) returns matching records — without point-to-point agreements between every participant.

Initiating QHIN broadcasts XCPD patient discovery to multiple respondent QHINs which return matching document references retrieved via XCA cross-community access 1 Initiating QHIN Saga's customer Patient seeking care across organizations. EXCHANGE PURPOSE Treatment (T) XCPD patient discovery 2 Respondent QHINs 8 designated networks Carequality CommonWell eHealth Exchange Health Gorilla Kno2 KONZA Epic Nexus MedAllies match · match · no-match · match XCA document retrieval 3 Document Bundle FHIR or C-CDA DocumentReference Patient resource C-CDA payload USCDI v3+ CONSENT ENFORCEMENT · MPI MATCH · AUDIT RETURN 4 Composed Record at point of care Aggregated longitudinal chart from 4+ networks. SECONDS, NOT DAYS
Trusted Exchange Framework

TEFCA-Ready Integration for Nationwide Health Data Exchange

Saga IT implements TEFCA connectivity from the ground up — QHIN onboarding, Common Agreement compliance, exchange purpose configuration, and end-to-end trusted exchange implementation. Our team connects your organization to the national network through FHIR R4 APIs, identity proofing, and federated query infrastructure.

01 Common Agreement v2.0
TEFCA Common Agreement compliance — shield protecting identity, attestation, and trust framework TEFCA COMMON AGREEMENT IAL2 / AAL2 mTLS SOPs · audit Attestation Privacy SOP RCE filings

TEFCA Compliance

Common Agreement v2.0 attestations, identity proofing to NIST SP 800-63-3 (IAL2/AAL2), and the operational SOPs RCE-recognized organizations need.

  • Common Agreement v2.0 attestation
  • Identity proofing IAL2 + AAL2
  • mTLS + audit logging SOPs
  • Privacy + Security policies
02 8 QHINs designated
QHIN connectivity — central hub federating 6 QHIN nodes for nationwide query SAGA org EpicNexus Carequal. CommonW. eHealthEx HealthGor. Kno2

QHIN Connectivity

Onboarding to the QHIN best fit for your stack — Epic Nexus, Carequality, CommonWell, eHealth Exchange, Health Gorilla, Kno2, or KONZA — and Sub-Participant routing under existing connections.

  • QHIN selection & pathway design
  • Participant or Sub-Participant onboarding
  • FHIR R4 + IHE bridge endpoints
  • Cross-QHIN federated query
03 6 exchange purposes
Six exchange purposes — Treatment, Payment, Operations, Individual Access Services, Public Health, Government Benefits T Treatment P Payment O Operations IAS Individual PH Public Health GB Gov Benefits XCPD · XCA · FHIR Bulk · Direct

IAS Exchange Purposes

Configure the right exchange purposes per Common Agreement — Treatment, Payment, Operations, Individual Access Services, Public Health, and Government Benefits — over IHE XCPD/XCA + FHIR bulk + Direct.

  • Per-purpose authorization & consent
  • IAS member identity proofing
  • XCPD patient discovery
  • FHIR Bulk Data + C-CDA fallback
QHIN Landscape

Comparing Qualified Health Information Networks

The Trusted Exchange Framework and Common Agreement (TEFCA) designates Qualified Health Information Networks as the backbone of nationwide health data exchange. Each QHIN brings different strengths in geographic reach, participant base, and exchange capabilities. Understanding these differences is critical when choosing the right QHIN pathway for your organization.

QHIN comparison based on publicly available information as of early 2026. Exchange purpose support and participant counts are approximate and subject to change as QHINs expand their TEFCA implementations.
Feature Carequality CommonWell eHealth Exchange Health Gorilla Kno2 KONZA Epic Nexus MedAllies
Network Type Framework Alliance HIE Network API-First Platform Direct/HISP State HIE EHR-Based HISP/HIN
Primary Participants EHRs & HINs EHRs & Labs Federal & State Digital health & vendors Care teams & post-acute Rural & Critical Access Epic Customers Providers & HIEs
Treatment (T)
Payment (P)
Healthcare Operations (HCOPS)
Public Health (PH)
Individual Access (IA)
Government Benefits (GB)
FHIR R4 Support
Geographic Coverage National National National + Federal National (digital-first) National (post-acute strong) Midwest Focus Epic Sites Northeast + National
Participant Scale 70K+ providers 40K+ providers Federal + State Digital-health network Post-acute & ambulatory 500+ facilities Epic network 10K+ providers
Implementation Roadmap

TEFCA Implementation Timeline

Connecting to the TEFCA network is a multi-phase effort that spans organizational readiness, technical build-out, and compliance validation. Most organizations complete the journey in 6 to 12 months depending on their starting point, existing infrastructure, and chosen QHIN pathway. Our team guides you through every phase — from initial assessment to production exchange and ongoing compliance.

3-4 Weeks

TEFCA Readiness Assessment

We evaluate your organization's current interoperability landscape, existing HIE connections, technical infrastructure, and governance posture against TEFCA requirements. This includes mapping your current data exchange patterns, identifying gaps in identity proofing and security controls, and determining whether you should connect as a Participant or Sub-Participant. The assessment produces a detailed roadmap with effort estimates and a recommended QHIN partner.

4-6 Weeks

QHIN Selection & Onboarding

Based on your organizational needs, geographic footprint, and exchange purpose requirements, we help you select the right QHIN and initiate the onboarding process. This involves completing the QHIN's participant application, executing participation agreements aligned with the Common Agreement, and establishing the governance and legal framework for data exchange. We manage the relationship with your chosen QHIN throughout the process.

8-12 Weeks

Technical Architecture & Build

We design and implement the technical infrastructure required for TEFCA exchange, including FHIR R4 API endpoints, identity proofing workflows, certificate management, and secure transport configuration. This phase includes building or adapting your integration engine to support TEFCA query and response patterns, implementing the required USCDI data elements, and configuring role-based access controls that align with the Common Agreement's minimum required terms.

3-4 Weeks

Identity Proofing & Patient Matching

TEFCA mandates specific identity proofing requirements for individuals accessing their records and robust patient matching to ensure data is routed to the correct patient. We implement compliant identity verification workflows, configure your Master Patient Index for cross-network matching, and integrate with your QHIN's patient discovery services. This step is critical for Individual Access Services and prevents record mismatches across the network.

4-6 Weeks

Testing & Certification

Before production exchange, we execute comprehensive testing against your QHIN's sandbox environment and connected network participants. This includes message conformance testing, exchange purpose validation, error handling scenarios, security penetration testing, and end-to-end workflow verification for each supported exchange purpose. We coordinate testing schedules with your QHIN and resolve any connectivity or data format issues.

2-4 Weeks + Ongoing

Go-Live & Monitoring

We activate production exchange with your QHIN and monitor all data flows for the first 30 to 60 days. Post-go-live support includes real-time dashboards for exchange volume and error rates, incident response for failed queries, performance optimization, and regular compliance reporting. We also establish ongoing audit processes to maintain your organization's standing under the Common Agreement and handle any QHIN recertification requirements.

Patterns We Build

Cross-Network Patterns We Build

The high-leverage TEFCA patterns we deploy in production — operational mechanics that go beyond the conceptual frame, mapped to specific exchange purposes, IHE profiles, and Common Agreement obligations.

Pattern 1 / 6

QHIN Onboarding Workflow

Six-step path from RCE designation review through Common Agreement signature to production exchange — so participants don't stall in conformance testing.

  • RCE designation
  • Common Agreement
  • IAL2 identity proofing
  • Conformance test
Compliance Requirements

TEFCA Common Agreement Checklist

The TEFCA Common Agreement sets minimum required terms across technical infrastructure, governance, and security. Three pillars interlock through the Common Agreement — and Saga IT operationalizes every requirement before your QHIN onboarding.

3 PILLARS TEFCA NETWORK READY Participant / Sub-Participant TECHNICAL FHIR R4 US Core TLS 1.2+ PKI USCDI v3+ data set Audit Log retention GOVERNANCE QHIN Agreement MRTs flow-down Privacy Officer Annual Attest. RCE-RECOGNIZED SECURITY IAL2 identity proof MFA admin access RBAC by purpose Encryption at rest COMMON AGREEMENT MRTs · SOPs · breach notification · dispute resolution MINIMUM REQUIRED TERMS · SOPs · QHIN ONBOARDING

Technical Requirements

  • FHIR R4 API endpoints with US Core profile conformance
  • USCDI v3+ data elements for all supported exchange purposes
  • TLS 1.2+ encryption for all data in transit
  • Digital certificate management and PKI infrastructure
  • Patient discovery and matching via demographics-based query
  • Structured error handling and acknowledgment responses
  • Audit logging for all exchange transactions with retention
  • High availability architecture with failover capabilities

Governance & Legal

  • Executed participation agreement with designated QHIN
  • Common Agreement Minimum Required Terms acceptance
  • Data use and reciprocal support agreement (DURSA) alignment
  • Defined policies for each supported exchange purpose
  • Incident reporting and breach notification procedures
  • Designated privacy officer and TEFCA compliance contact
  • Participant-level and Sub-Participant agreement chain
  • Annual compliance attestation and recertification process

Security & Privacy

  • Identity proofing at IAL2 or higher for Individual Access
  • Multi-factor authentication for administrative access
  • Role-based access controls aligned with exchange purposes
  • Encryption at rest for all stored protected health information
  • Network segmentation and firewall rules for TEFCA endpoints
  • Vulnerability scanning and penetration testing schedule
  • Security incident response plan with defined escalation paths
  • Workforce training on TEFCA privacy and security requirements
TEFCA Deep Dive

Understanding the Trusted Exchange Framework

TEFCA is built on three foundational pillars: standardized exchange purposes that define why data can be shared, a participant hierarchy that structures network connectivity, and the Common Agreement that governs the legal and technical rules of exchange. Understanding each pillar is essential for successful TEFCA implementation.

TEFCA exchange purposes — six permitted query intents radiating from a central FHIR patient record A central FHIR R4 patient record connected via six dashed spokes to six actor cards representing Treatment, Public Health, Healthcare Operations, Payment, Individual Access Services, and Government Benefits. SIX · TEFCA PERMITTED EXCHANGE PURPOSES PATIENT RECORD FHIR R4 · USCDI v3 Treatment T Public Health PH Healthcare Ops HCOPS Payment P Indiv. Access IAS Govt Benefits GB

TEFCA defines specific permitted purposes under which health data can be exchanged across QHINs. Each exchange purpose has distinct rules governing who can initiate a query, what data elements must be returned, and how consent is managed. Organizations must declare which exchange purposes they support and implement the corresponding technical and policy requirements for each one.

Treatment (T)

Real-time clinical data queries during patient care — medication lists, problem lists, allergies, lab results, clinical notes — pulled from any QHIN at the point of care. The most widely-used TEFCA exchange purpose.

Payment (P)

Payer-initiated queries for claims adjudication, prior authorization, and benefits determination. Replaces fax-based chart retrieval that slows revenue cycles, enabling direct payer access to encounter and procedure records.

Healthcare Operations (HCOPS)

Aggregate clinical data for HEDIS measures, risk adjustment, quality reporting, and care-gap analysis. Critical for ACOs and health plans tracking longitudinal patient outcomes across multiple providers.

Public Health (PH)

Disease surveillance, immunization registries, reportable conditions, and syndromic surveillance queries. State and federal public health agencies use TEFCA to standardize how clinical data flows to public health authorities.

Individual Access Services (IAS)

Patient-initiated queries for their own clinical record across the network. Implements HIPAA right-of-access and 21st Century Cures Act information-blocking rules — transformative for patients managing multi-system care.

Government Benefits (GB)

Clinical documentation queries for Social Security Disability, Medicare/Medicaid, and veterans' benefits eligibility. Newest exchange purpose, still in the process of broader QHIN rollout.

Ready to connect to TEFCA? Let's assess your readiness and build your QHIN connectivity roadmap.

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From TEFCA readiness assessment to QHIN connectivity and production exchange — let's connect you to the national network.

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