The Healthcare
Interoperability Glossary
Confused by FHIR, HL7, SOC 2, and BAAs? This glossary breaks down the interoperability and compliance terms and explains how we engineer around them.
FHIR (Fast Healthcare Interoperability Resources)
A standard describing data formats and elements (known as 'resources') and an Application Programming Interface (API) for exchanging electronic health records. It builds on previous HL7 data format standards.
The Opexia Approach
We treat FHIR APIs as the preferred bridge between custom workflow applications and EHR systems: where an EHR exposes FHIR, custom software can read and write data through it instead of relying on manual re-entry.
FHIR R4
The fourth major release of the FHIR standard, published in 2019, representing the first normative (stable) version of FHIR suitable for production implementations.
The Opexia Approach
When an EHR exposes FHIR R4, we design integrations against its normative resources for long-term API stability.
HL7 (Health Level Seven)
A set of international standards used to transfer and share data between various healthcare providers. HL7 v2 is widely used for legacy messaging.
The Opexia Approach
HL7 v2 feeds are still common, so integration designs should plan to ingest, parse, and translate them into clean JSON for modern applications rather than assume FHIR everywhere.
HL7 v2.x
The second version of HL7 messaging standards, still widely used in legacy hospital systems for ADT (Admission, Discharge, Transfer) feeds, lab results, and billing transactions.
The Opexia Approach
A typical pipeline design parses HL7 v2.x pipe-delimited messages as they arrive and transforms them into structured FHIR resources for modern cloud applications.
SMART on FHIR
An open specification that enables third-party applications to securely authenticate and retrieve patient data from EHR systems using OAuth 2.0 and FHIR APIs.
The Opexia Approach
SMART on FHIR is the standard authorization path for apps that launch from, or read data out of, enterprise EHRs such as Epic and Cerner. Access still depends on each EHR vendor's developer program and each health system's approval.
RPA (Robotic Process Automation)
Software technology that makes it easy to build, deploy, and manage software robots that emulate human actions interacting with digital systems and software.
The Opexia Approach
In medical billing, RPA fits repetitive portal work that has no API or EDI route, on portals whose terms allow automated access or whose payer has approved it in writing: checking claim and prior authorization statuses and pulling EOBs for reconciliation, with a person reviewing the exceptions.
BAA (Business Associate Agreement)
A written contract between a HIPAA-covered entity and a HIPAA business associate. The contract establishes specifically what the business associate has been engaged to do and requires them to comply with HIPAA Rules.
The Opexia Approach
We sign a BAA with every client before any PHI access; see opexia.io/hipaa-baa. A BAA is a legal agreement, not a technical safeguard, so we also build the technical safeguards (encryption, audit logging, role-based access) and help map which vendors in your stack need a BAA before they touch PHI.
HIPAA (Health Insurance Portability and Accountability Act)
A federal law that required the creation of national standards to protect sensitive patient health information from being disclosed without the patient's consent or knowledge.
The Opexia Approach
Software we build is built to HIPAA requirements (encryption, audit logging, role-based access). Compliance itself also depends on your organization's policies, training, and risk analysis, which code alone cannot provide.
PHI (Protected Health Information)
Any information in a medical record that can be used to identify an individual and that was created, used, or disclosed in the course of providing a health care service. Includes names, addresses, dates, SSNs, and medical record numbers.
The Opexia Approach
The CCM/PCM platform in the Opexia case study encrypts patient identifiers (MRN/FIN) at the field level, logs access, and restricts each user to the patients assigned to them. We apply the same patterns, plus TLS for data in transit, to new builds.
SOC 2 Type II
An attestation report, issued by a licensed CPA firm under AICPA standards, on whether a service organization's controls were suitably designed and operated effectively over an observation period. It is a report, not a certification; no certificate is issued.
The Opexia Approach
We engineer the technical controls SOC 2 auditors test — access control, encryption, logging, change management — for health-tech teams preparing for enterprise vendor reviews. A licensed CPA firm issues the report.
EHR (Electronic Health Record) Middleware
Software that sits between two disparate systems (like a modern SaaS app and an enterprise EHR like Epic) to allow them to communicate via APIs.
The Opexia Approach
Middleware is how we connect a custom application to Epic, Cerner, or Athenahealth: one internal API for your app, with the vendor-specific FHIR, HL7 v2, or proprietary interfaces handled behind it — limited to what each EHR and health system actually exposes.
EMR (Electronic Medical Record)
A digital version of a patient's chart within a single practice or clinic. Unlike EHRs, EMRs are not designed to be shared outside the individual practice.
The Opexia Approach
When building custom practice management software, we design EMR databases with future interoperability in mind, so you can share records via FHIR later even if you start as a closed system.
EOB (Explanation of Benefits)
A statement sent by a health insurance company to covered individuals explaining what medical treatments and/or services were paid for on their behalf.
The Opexia Approach
EOB handling can be automated: electronic remittance (ERA/835) files from your clearinghouse, and the EOB PDFs your staff download or scan, are parsed and payments matched against the patient ledger in your practice management software, with unmatched items routed to staff.
Prior Authorization
A requirement by health insurance companies that healthcare providers obtain approval before performing a service or prescribing a medication to ensure coverage and payment.
The Opexia Approach
Status changes are tracked through the payer's API or the X12 278 where available, and by scheduled portal checks only where the payer's terms allow it or the payer has approved it in writing, with staff notified of each change.
CCM (Chronic Care Management)
A Medicare program that reimburses providers for coordinating care for patients with two or more chronic conditions. Requires at least 20 minutes of non-face-to-face care coordination per month.
The Opexia Approach
The CCM/PCM platform in the Opexia case study tracks care minutes per patient and per coordinator, and generates monthly invoices from CPT paycode counts. That time-tracking and billing core is where any CCM platform we build starts.
PCM (Principal Care Management)
A Medicare care management service similar to CCM, but for patients with a single high-risk condition expected to last at least 3 months. Requires at least 30 minutes of care management time per calendar month (CPT 99424 or 99426 cover the first 30 minutes). Source: CMS MLN909188, last reviewed 2026-09-25.
The Opexia Approach
The platform in the Opexia case study handles CCM and PCM side by side, counting CPT paycodes (99490/99439 for CCM, 99426/99427 for PCM) from documented time.
ADT Feed (Admission, Discharge, Transfer)
Real-time HL7 messages sent by hospital systems whenever a patient is admitted, discharged, or transferred between units. Critical for care coordination and timely interventions.
The Opexia Approach
A real-time ADT pipeline listens for HL7 v2 messages, normalizes them into FHIR resources, and triggers workflows such as follow-up care scheduling.
Care Coordination Platform
Software that enables healthcare teams to collaborate on patient care plans, track interventions, schedule follow-ups, and document outcomes across multiple providers and facilities.
The Opexia Approach
The Opexia case study is a care coordination platform: role-based access, per-patient time tracking, automated invoicing, patient reassignment, and an integration with an external RPM system (enrolled-patient export), built to HIPAA requirements (encryption, audit logging, role-based access).
Claim Scrubbing
The process of reviewing medical claims for errors, missing information, or coding issues before submission to insurance payers to reduce denial rates and accelerate reimbursement.
The Opexia Approach
A claim scrubbing engine applies rule-based checks and payer-specific requirements to flag errors before submission, so they are fixed before a payer denies the claim.
Revenue Cycle Management (RCM)
The financial process healthcare organizations use to track patient care episodes from registration and appointment scheduling to the final payment of a balance.
The Opexia Approach
Custom RCM dashboards can give real-time visibility into claim statuses, denial trends, and aging accounts receivable, so follow-up happens before revenue is written off.
Practice Management (PM) Software
Software designed to handle the day-to-day operations of a medical practice, including scheduling, billing, claims management, and reporting.
The Opexia Approach
Rather than forcing your workflows into generic PM software, we build practice management software around your specialty, ownership structure, and operational complexity — when the fit problem is real enough to justify the cost.
ICD-10 (International Classification of Diseases)
A medical classification list by the World Health Organization used to code diagnoses, symptoms, and procedures recorded in conjunction with hospital care.
The Opexia Approach
Custom clinical charting interfaces can include ICD-10 search and validation, so claims are coded correctly the first time.
CPT Code (Current Procedural Terminology)
A medical code set maintained by the American Medical Association used to describe medical, surgical, and diagnostic procedures for billing purposes.
The Opexia Approach
In the CCM/PCM platform from the Opexia case study, monthly CPT paycode counts are computed from documented care time, and invoices are generated from those counts instead of being assembled by hand.
Superbill
A detailed invoice used by healthcare providers that lists all services performed during a patient visit, along with corresponding diagnosis and procedure codes for billing.
The Opexia Approach
A custom PM system can generate superbills from clinical notes and procedure logs, streamlining the handoff from clinical care to billing operations.
Payer Portal Scraping
The automated process of using RPA bots to log into insurance company web portals, retrieve claim status updates, and extract EOB data without manual intervention. Many payers restrict or prohibit it in their portal terms of use.
The Opexia Approach
We automate a payer portal only where the payer's terms of use allow it or the payer has approved it in writing, and we do not work around CAPTCHA, bot detection or two-factor login. Where it is permitted, portal bots break when payer UIs change, so the design needs resilient selectors and monitoring that alerts someone as soon as a run fails.
Zero Trust Architecture
A security model that requires strict identity verification for every person and device trying to access resources on a private network, regardless of whether they are inside or outside the network perimeter.
The Opexia Approach
We design cloud environments around Zero Trust principles: VPC isolation, least-privilege IAM roles, and mandatory MFA for any PHI access.
KMS (Key Management Service)
A cloud service that provides centralized control over cryptographic keys used to encrypt data. AWS KMS and GCP Cloud KMS are common implementations.
The Opexia Approach
We encrypt databases holding PHI with KMS-managed keys and automatic rotation. HIPAA's encryption specification names no key type (45 CFR 164.312(a)(2)(iv)); customer-managed keys are good practice that security questionnaires ask about.
VPC (Virtual Private Cloud)
An isolated virtual network within a public cloud provider that allows you to launch resources in a logically isolated section of the cloud.
The Opexia Approach
Our default for a healthcare application is a dedicated VPC with private subnets and network ACLs, with private connectivity for integrations where the other side supports it.
IAM (Identity and Access Management)
A framework of policies and technologies for ensuring that the right individuals have the appropriate access to technology resources.
The Opexia Approach
We implement least-privilege IAM policies across cloud resources, so developers cannot access production PHI and automated systems use service-specific roles with minimal permissions.
Terraform / Infrastructure as Code (IaC)
The practice of managing and provisioning cloud infrastructure through machine-readable definition files, rather than manual configuration or interactive tools.
The Opexia Approach
We prefer Terraform-managed infrastructure because version-controlled definitions are reproducible and give auditors a reviewable change history — useful evidence for a SOC 2 examination or a HITRUST assessment.
CloudTrail / Audit Logging
Automated logging of all actions taken within a cloud environment, including who accessed what data, when, and from where—critical for HIPAA compliance.
The Opexia Approach
We configure immutable CloudTrail logs with S3 Object Lock and anomaly alerts to support HIPAA's audit controls standard (45 CFR 164.312(b)) and to detect unauthorized PHI access.
Claim Denial
When a health insurance company refuses to pay for a healthcare service, often due to coding errors, missing prior authorization, or eligibility issues.
The Opexia Approach
Denial reasons can be tracked automatically, patterns flagged, and corrected claims queued for resubmission with supporting documentation, recovering revenue that would otherwise be written off.
Eligibility Verification
The process of confirming a patient's insurance coverage and benefits before rendering services to avoid claim denials and surprise bills.
The Opexia Approach
Eligibility checks work best through payer APIs or clearinghouse eligibility transactions, with RPA as a fallback, so front-desk staff know coverage details before the patient arrives.