US · guidance
CMS Pub. 100-08, ch. 4, § 4.12.1
Initial Entry and Update Requirements for UPIC Initiated
Projects
(Rev. 871; Issued: 03-29-19; Effective: 04-29-19; Implementation: 04-29-19)
UPICs shall log a proactive data project into the UCM as a “PDP” record type within
seven (7) calendar days of initiating the study/project. As new information is identified,
the UPIC shall make updates to the PDP as needed, but no less than every thirty (30)
calendar days. The PDP should include reference to all subjects as they are identified, in
addition to plan of action, projected next steps related to the study/project analysis, etc.
Each study/project will vary in terms of age. There are instances when a PDP may stay
open and continue to generate leads, or the PDP may be closed after the identification of
a specific number of leads. However, if a PDP has not generated a lead within ninety (90)
calendar days, the UPIC shall close the PDP within seven (7) calendar days, unless
otherwise directed by CMS.
History
(Rev. 871; Issued: 03-29-19; Effective: 04-29-19; Implementation: 04-29-19)
Provenance
- Source
- cms.gov
- Retrieved
- 2026-08-25
- Edition
- iom-2026-08-25
- Content hash
17de0db32039ced12b5ea74a0b02dcf8636a800148cd1d55233b4e4398372c6c
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