Resources for Reporting Entities
These resources provide important information for reporting entities. We also have general resources and resources for covered recipients.
Open Payments User Guide for Reporting Entities (PDF)
A detailed resource to help reporting entities understand how the Open Payments system works
- Required Fields for Registration - Quick Reference Guide (PDF)
Overview of the information required to register in the Open Payments system
- Registration, Data Submission, and Attestation for Reporting Entities (PDF)
Overview of the Open Payments registration, data submission, and attestation process for reporting entities
- Identity Management System (IDM) Registration – Quick Reference Guide (PDF)
Instructions for reporting entities to complete EIDM registration
- Registration and Recertification for Reporting Entities (PDF)
Instructions for Open Payments registration and annual recertification
- User Roles, Nominations, Approving/Rejecting Nominations, and Deactivating Users – Quick Reference Guide (PDF)
For users who are officers - Explains reporting entity user roles, how to nominate others for a user role, and how to approve/reject self-nominations
- Self-Nominations and Accepting/Rejecting Nominations for Reporting Entities (PDF)
For users who are not officers - Explains reporting entity user roles, how to nominate yourself for a user role, and how to accept/reject nominations from others
- Program Year 2023 Data Collection Tutorial (PDF)
A tutorial to provide reporting entities with information about the data collection changes for Program Year 2023.
- Expansion of Covered Recipients, Validating and Standardizing Medical Devices, & Natures of Payments (PDF)
A high-level overview of how Non-Physician Practitioners are introduced in to the Open Payments program, how the Open Payments system validates medical devices and medical supplies, and understand the updated information on Nature of Payment categories.
- Medical Device and Medical Supply Name and Primary Device Identifier – Dataset (CSV)
This reference data includes medical device and medical supply names along with Primary Device Identifier (PDI) information for all medical device and medical supplies listed in the Food and Drug Administration’s Global Unique Device Identification Database Directory (GUDID) through June 30, 2020. This is reference data only. The dataset instructions document provides details on how to use this data:
- Lists of Teaching Hospitals
To help reporting entities prepare each year, Open Payments provides a list of teaching hospitals that are considered reportable. View these lists in PDF or Excel below:
Data Submission & Attestation
Data submission and attestation are important steps that require attention to detail. The resources below will help you understand all aspects of the process.
Submission Sample Files
Use the sample files below to format your data correctly for upload into the Open Payments system.
Program Year 2023
ONLY use these files for records dated from January 1, 2023 and onward:
Program Years 2021 to 2022
ONLY use these files for records dated from January 1, 2021 - December 31, 2022:
Program Years 2016 to 2020
ONLY use these files for records dated from January 1, 2016 - December 31, 2020:
Program Years 2013 to 2015
ONLY use these files for records for PY 2013-2015:
Program Years 2013 and Onwards: Physician Owner/Investor
This sample file should be used for submitting ownership/investment interests for all program years.
Submission Data Mapping Resources
The files below will help you format your data submissions and understand any error codes you might encounter.
The Submission Data Mapping Document explains each data element name in the Open Payments system and shows the corresponding field name in the CSV sample file.
The Change Summary documents detail the changes made since the prior update; review page 1 of each Change Summary for instructions on how to use the Submission Data Mapping document and understand updates.
- Error and Warning Code Key (XLSX)
This list contains all error codes that the Open Payments system generates for records with validation errors and provides guidance to correct those errors.
- Preliminary Program Year 2023 Physician and Non-Physician Practitioner Taxonomy List (XLSX)
This resource is a preliminary list of covered recipient specialties for PY 2023 Open Payments data reporting.
- Program Year 2022 Physician and Non-Physician Practitioner Covered Recipient Taxonomy List (XLSX)
This resource contains the full set of covered recipient specialties for PY 2022 Open Payments data reporting. It includes taxonomy codes for physicians, non-physician practitioners, and the new provider types added to the Open Payments definition of a covered recipient starting with 2022 data collection: physician assistants, nurse practitioners, clinical nurse specialists, certified registered nurse anesthetists and anesthesiologist assistants, and certified nurse midwives.
- Drug Name and National Drug Code (NDC) Reference Data
The Drug Name and NDC Reference Data is intended to be used as a reference when creating payment records for submission to the Open Payments system
Review and Dispute
These resources will help you when resolving disputes.