The standards this checklist is anchored to
Every failure mode maps to a real, current standard owned by a real body. These are the citations to verify before locking versions into your migration spec.
General IT / operational guidance — not medical, legal, or compliance advice. This is a data-integrity validation checklist for EHR migration. Standards and versions revise; verify every citation and version against the live owner page and confirm requirements with your EHR vendor and your organization's compliance/HIM team before acting.
21st Century Cures Act Final Rule (ONC)
ONC/ASTP (HHS)
Published May 1, 2020. Interoperability, information blocking, ONC certification.
HTI-1 Final Rule
ONC/ASTP (HHS)
Published Jan 9, 2024. Adopted USCDI v3 as certification baseline effective Jan 1, 2026.
USCDI — US Core Data for Interoperability
ONC/ASTP
Standardized data classes/elements; the portability baseline.
Information Blocking (45 CFR Part 171)
ONC/ASTP
Since Oct 6, 2022 scope is ALL EHI, not just the USCDI subset.
FHIR AllergyIntolerance (R4)
HL7 International
FHIR DocumentReference (R4)
HL7 International
HL7 v2 Messaging (ADT / ORU)
HL7 International
Latest v2.9.1; v2.5.1 common in US production. (Page serves 202 to scripts; resolves in browser.)
C-CDA (Consolidated CDA)
HL7 International
Document-exchange realization; R2.1 common portability baseline.
SNOMED CT
SNOMED International; US distributed by NLM (US National Release Center)
US Edition releases Mar 1 / Sep 1.
ICD-10-CM
CDC / NCHS
FY2026 effective Oct 1, 2025. Guidelines maintained by the four Cooperating Parties (AHA, AHIMA, CMS, NCHS).
RxNorm
NLM (NIH)
Monthly full + weekly updates; no annual edition. RXCUI is a normalized concept, not an NDC.
UMLS / Metathesaurus
NLM (NIH)
CUI is not a guarantee of semantic equivalence at your needed granularity.
45 CFR § 164.312(b) — Audit controls (required)
HHS / eCFR
Mechanisms that record and examine activity in systems containing ePHI.
45 CFR § 164.316(b)(2)(i) — 6-year documentation retention
HHS / eCFR
Retain 6 years from creation or last-in-effect, whichever is later.
ONC SAFER Guide — System Management
ONC/ASTP
Most on-point official doc for conversion/interface testing + data-integrity validation before go-live.
ONC SAFER Guide — Contingency Planning
ONC/ASTP
Downtime + data corruption/loss during transmission — relevant to cutover.
The Joint Commission — Record of Care (RC.01.05.01 retention)
The Joint Commission
Record-retention obligation a migration must preserve. Full standard text is subscription-gated.
Not medical advice. IT/operational guidance for EHR data-migration validation, anchored to official HL7/FHIR, ONC/ASTP, HIPAA (eCFR), and code-system sources. Last verified 2026-06-22. Verify versions and requirements with your vendor and compliance team. Some outbound links may be referral links.