NATE Policies & Procedures

Bylaws of National Association for Trusted Exchange

The National Association for Trusted Exchange updated its bylaws on October 14, 2014 to include new membership types, including non-government organizations such as corporations, associations and individuals, as well as local and federal government entities, beginning in 2015.
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 Membership Application

NATE Policy for Maintaining Policies and Procedures, Policy Index and Definitions – NATE Policy #: 1

The National Association for Trusted Exchange (NATE) Board of Directors has responsibility for developing, maintaining, repealing, amending and retaining the Policies and Procedures of the National Association for Trusted Exchange.  The purpose of this document is to define the policies for development, submission, review, approval and retention of NATE policies, procedures and related documents, to serve as an index of those documents and to provide a common set of definitions for all NATE policies and procedures.
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NATE Policy for New Members – NATE Policy #: 2.a.1

This Policy defines the requirements for membership in the National Association for Trusted Exchange (NATE).
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NATE Policy for Board of Directors Nominations and Elections – NATE Policy #: 2.a.3

This policy addresses all key aspects of submitting nominations for officer positions. NATE Bylaws Article V Section 5 (“Nomination and Election of Board of Directors”) requires Members to elect the board of directors. Nomination and election are by Member Type representing the three member types. As close as possible to one third of the Directors of each type shall annually be elected to serve a three (3) year term of office. Directors may be elected to serve an indefinite number of terms.
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NATE Policy for Membership Fees – NATE Policy #: 2.c

This policy addresses annual fees for NATE members, defining the process for determining what they should be for each member, and the process for collecting them.
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NATE-QE Eligibility Criteria for: NATE Blue Button for Consumers  (NBB4C) Trust Profile – NATE Policy #: 3.c.3

NATE provides mechanisms by which NATE-QEs may be added to the NATE Blue Button for Consumer Trust Bundle (NBB4C) Trust Community, thus enabling trusted exchange across states where relying parties accept the criteria and agree to rely on the evaluations performed by the approved Evaluation Authority.
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NATE Procedure for Onboarding to a Trust Profile – NATE Procedure #: 3.d.1

This Procedure defines the process for administering the NATE Trust Bundles that define membership in the NATE Trust Community and conformance to NATE Trust Profiles.
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NATE NBB4C Onboarding Application – NATE Procedure #: 3.d.1a

This Application defines the criteria for membership in the NATE NBB4C Trust Community and conformance to NATE Trust Profiles.
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PHR Ignite Pilot – Final Report

National Association for Trusted Exchange ONC State Health Policy Project
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ONC State Health Policy Consortium – Final Report of WSC Pilot

The Western States Consortium’s final report details how 13 states associated with NATE piloted ways to break down technical and policy barriers to interstate exchange. The pilot aspect of this project successfully addressed provider-to-provider information exchange when Direct addresses of participants are known to each other and when Direct addresses of participants are not known to each other. The report includes detailed analyses of the planning of the pilots and what was involved in their execution. It lays out the critical questions related to trusted exchange that the 13 states and ONC wrestled with during the run-up to the pilots. This work was seminal to the formation of both the Provider to Provider for Treatment Purposes Trust Profile and the multi-state Federated Provider Directory operated by NATE today.
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