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Difference between revisions of "Documentation Templates and Rules FHIR IG Proposal"

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This page documents a [[:category:Pending FHIR IG Proposal|Pending]] [[:category:FHIR IG Proposal|FHIR IG Proposal]]
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This page documents a [[:category:Approved FHIR IG Proposal|Approved]] [[:category:FHIR IG Proposal|FHIR IG Proposal]]
 
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[[Category:FHIR IG Proposal]]
 
[[Category:FHIR IG Proposal]]
[[Category:Pending FHIR IG Proposal]]
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[[Category:Approved FHIR IG Proposal]]
  
  
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=Documentation Templates and Rules (DTR)=
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=Da Vinci Documentation Templates and Rules (DTR)=
  
 
<!-- Resource names should meet the following characteristics:
 
<!-- Resource names should meet the following characteristics:
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==Committee Approval Date:==
 
==Committee Approval Date:==
<i>Please enter the date that the committee approved this IGproposal</i>
+
2019-02-27
  
 
==Contributing or Reviewing Work Groups==
 
==Contributing or Reviewing Work Groups==
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==FHIR Development Project Insight ID==
 
==FHIR Development Project Insight ID==
  
<!-- Please specify the id of your work group’s PSS for doing FHIR work that covers the development and maintenance of this IG.  (If submitted but not yet approved, just write “pending”.) The link to the PSS template can be found here: http://gforge.hl7.org/gf/download/docmanfileversion/6832/9398/HL7FHIR_DSTUballotPSS-20120529.doc -->
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1493
  
 
==Scope of coverage==
 
==Scope of coverage==
  
<!-- Define the full scope of coverage for the IG. The scope must be clearly delineated such that it does not overlap with any other existing or expected HL7 Int'l-maintained IG.  The scope will be used to govern "what is the set of potential applications to consider when evaluating what elements are 'core' – i.e. in the 80%"
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The IG is specific to the US Human financial claims process across all healthcare disciplines, though the primary focus is inpatient and outpatient primary care. The content is developed by a mix of payor and EHR representatives.
  
Scope should consider numerous aspects of breadth of scope, including:
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==IG Purpose==
* Subject: Human vs. non-human vs. non-patient (e.g. lab bench medicine)
 
* Disciplines: Environmental Health, Palliative, Respiratory, Psychology, Maternity, Clinical Research
 
* Delivery environment (Community, Geriatric, Home care, Emergency, Inpatient, Intensive, Neonatal, Pediatric, Primary)
 
* Locale: Country, region
 
-->
 
  
==IG Purpose==
+
One of the challenges in the US Healthcare environment is that clinicians are often unaware of the expectations of payer organizations around the delivery of care, requirements for pre-authorizations and other processes. The result is that payment can be delayed, changes must be made to therapy after initiation and/or additional overhead costs are incurred. [[Coverage Requirements Discovery FHIR IG Proposal]] (CRD) defines a standardized mechanism by which care delivery organizations and providers can query payers to find relevant guidance prior to care delivery.
  
<!-- Why is this IG necessary? -->
+
While the CRD IG specifies the mechanism for querying the payer, it does not describe the format or guidance of the rules being returned by the payer. Many of the documentation requirements may be satisfied by retrieving information that already exists in a provider's EHR system. Providing a standardized mechanism for evaluating documentation requirements against known information for a patient has the ability to reduce burden on providers and office staff who currently must manually interpret this information.
  
 
==Content location==
 
==Content location==
  
<!-- What is the path within the HL7 github repository (i.e. https://github.com/HL7/xxx) or what is the Simplifier project name? -->
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https://github.com/HL7/davinci-dtr
 
 
  
 
==Proposed IG realm and code==
 
==Proposed IG realm and code==
  
<!-- What is the realm code (2-character country code or 'uv') and IG code to use for the path when the IG is published under http://hl7.org/fhir?  E.g. us/ccda -->
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us/davinci-dtr
  
 
==Maintenance Plan==
 
==Maintenance Plan==
  
<!-- What commitment does the WG have to maintaining this IG as the FHIR core specification continues to evolve - particularly if the initial project sponsors are no longer providing resources -->
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This specification will be maintained by Da Vinci working with the CDS workgroup.
  
 
==Short Description==
 
==Short Description==
  
<!-- 1-2 sentences describing the purpose/scope of the IG for inclusion in the registry -->
+
Provides a mechanism for delivering and executing payer rules related to documentation requirements for a proposed medication, procedure or other service associated with a patient's insurance coverage.
 
 
  
 
==Long Description==
 
==Long Description==
  
<!-- 1 paragraph describing the purpose/scope of the IG in more detail for inclusion in the version history -->
+
This implementation guide specifies how payer rules can be executed in a provider context to ensure that documentation requirements are met. The IG is a companion to the Coverage Requirements Discovery (CRD) IG, which uses CDS Hooks to query payers to determine if there are documentation requirements for a proposed medication, procedure or other service. When those requirements exist, CDS Hooks Cards will be returned with information about the requirements. This IG leverages the ability of CDS Hooks to link to a SMART on FHIR app to launch and execute payer rules. The IG will specify how to maintain the transaction state as the workflow transitions from CDS Hooks to a SMART on FHIR app. It will then describe how the app will contact the payer to retrieve documentation requirements, in the form of CQL and a FHIR Questionnaire resource. The use of CQL will allow payers to inspect a patient's record for the necessary information related to the required documentation for the proposed item. The guide will then describe how to use the payer Questionnaire and results from CQL execution to generate a QuestionnaireResponse containing the necessary information. Finally, the guide will show how this information can be sent to the payer or persisted in the provider's EHR.
 
 
  
 
==Involved parties==
 
==Involved parties==
  
<!-- 1 paragraph describing who is sponsoring or involved in creating the IG for inclusion in the version history -->
+
This implementation guide has been developed by U.S. EHR, Payer and Provider organizations as part of the Da Vinci project
 
 
  
 
==Expected implementations==
 
==Expected implementations==
  
<!--Key resources are justified by CCDA, for resources not deemed "key", what interest is there by implementers in using this particular resource. Provide named implementations if possible - ideally provide multiple independent implementations. -->
+
A open source reference implementation (RI) will be developed by The MITRE Corporation in support of Da Vinci. It is expected that this RI will be tested at the May 2019 WGM. Several EHR, Payer and Provider organizations are expected to implement this implementation guide or leverage the provided RI.
  
 
==Content sources==
 
==Content sources==
  
<!-- List all of the specifications (beyond those in the "standard" (FHIR_Design_Requirements_Sources) list of source specifications) that you’re planning to consult
+
Requirements are drawn from EHR vendors, provider organizations and payer organizations as part of Da Vinci discussions.
 
 
Are there any source specifications that you wish to consult but are concerned about access to or expertise to consider? -->
 
  
 
==Example Scenarios==
 
==Example Scenarios==
  
<!-- Provide a listing of the types of scenarios to be represented in the examples produced for this IG. They should demonstrate the full scope of the IG and allow exercising of the IG's capabilities (all profiles, different types of applications, etc.) -->
+
* EHR performs coverage requirements discovery specifying a patient's insurance coverage and a device request for oxygen therapy. Payer returns a card with a link to a SMART app that can ensure that the necessary rules are met for ordering of oxygen therapy. The provider launches that app, which executes the CQL and examines that patient's record by accessing the EHR's FHIR server to find a condition of hypoxia and other necessary information. The provider is presented with a screen that shows all of the discovered information and asks for confirmation. The provider confirms and the supporting documentation is transmitted to the payer.
 +
* EHR performs coverage requirements discovery specifying a patient's insurance coverage and a device request for Continuous Positive Airway Pressure (CPAP) device. Payer returns a card with a link to a SMART app that can ensure that the necessary rules are met for ordering of CPAP. The provider launches that app, which executes the CQL and examines that patient's record by accessing the EHR's FHIR server to and cannot find a procedure that indicates that a sleep study has been performed. The provider is alerted and can create a task to schedule a sleep study for the patient.
  
 
==IG Relationships==
 
==IG Relationships==
  
<!-- Are there any IGs this resource depends on or that depend on this IG? -->
+
This guide will use the US Core, Structured Data Capture, Da Vinci Coverage Requirements Discovery and SMART Application Launch Framework Implementation Guides.
  
 
==Timelines==
 
==Timelines==
  
<!-- Indicate the target date for having the IGcomplete from a committee perspective and ready for vetting and voting -->
+
The intention is to perform initial balloting of the IG in the May 2019 ballot cycle.
  
 
==When IG Proposal Is Complete==
 
==When IG Proposal Is Complete==

Latest revision as of 19:56, 17 April 2019



Da Vinci Documentation Templates and Rules (DTR)

Owning work group name

Clinical Decision Support Workgroup

Committee Approval Date:

2019-02-27

Contributing or Reviewing Work Groups

Financial Management

FHIR Development Project Insight ID

1493

Scope of coverage

The IG is specific to the US Human financial claims process across all healthcare disciplines, though the primary focus is inpatient and outpatient primary care. The content is developed by a mix of payor and EHR representatives.

IG Purpose

One of the challenges in the US Healthcare environment is that clinicians are often unaware of the expectations of payer organizations around the delivery of care, requirements for pre-authorizations and other processes. The result is that payment can be delayed, changes must be made to therapy after initiation and/or additional overhead costs are incurred. Coverage Requirements Discovery FHIR IG Proposal (CRD) defines a standardized mechanism by which care delivery organizations and providers can query payers to find relevant guidance prior to care delivery.

While the CRD IG specifies the mechanism for querying the payer, it does not describe the format or guidance of the rules being returned by the payer. Many of the documentation requirements may be satisfied by retrieving information that already exists in a provider's EHR system. Providing a standardized mechanism for evaluating documentation requirements against known information for a patient has the ability to reduce burden on providers and office staff who currently must manually interpret this information.

Content location

https://github.com/HL7/davinci-dtr

Proposed IG realm and code

us/davinci-dtr

Maintenance Plan

This specification will be maintained by Da Vinci working with the CDS workgroup.

Short Description

Provides a mechanism for delivering and executing payer rules related to documentation requirements for a proposed medication, procedure or other service associated with a patient's insurance coverage.

Long Description

This implementation guide specifies how payer rules can be executed in a provider context to ensure that documentation requirements are met. The IG is a companion to the Coverage Requirements Discovery (CRD) IG, which uses CDS Hooks to query payers to determine if there are documentation requirements for a proposed medication, procedure or other service. When those requirements exist, CDS Hooks Cards will be returned with information about the requirements. This IG leverages the ability of CDS Hooks to link to a SMART on FHIR app to launch and execute payer rules. The IG will specify how to maintain the transaction state as the workflow transitions from CDS Hooks to a SMART on FHIR app. It will then describe how the app will contact the payer to retrieve documentation requirements, in the form of CQL and a FHIR Questionnaire resource. The use of CQL will allow payers to inspect a patient's record for the necessary information related to the required documentation for the proposed item. The guide will then describe how to use the payer Questionnaire and results from CQL execution to generate a QuestionnaireResponse containing the necessary information. Finally, the guide will show how this information can be sent to the payer or persisted in the provider's EHR.

Involved parties

This implementation guide has been developed by U.S. EHR, Payer and Provider organizations as part of the Da Vinci project

Expected implementations

A open source reference implementation (RI) will be developed by The MITRE Corporation in support of Da Vinci. It is expected that this RI will be tested at the May 2019 WGM. Several EHR, Payer and Provider organizations are expected to implement this implementation guide or leverage the provided RI.

Content sources

Requirements are drawn from EHR vendors, provider organizations and payer organizations as part of Da Vinci discussions.

Example Scenarios

  • EHR performs coverage requirements discovery specifying a patient's insurance coverage and a device request for oxygen therapy. Payer returns a card with a link to a SMART app that can ensure that the necessary rules are met for ordering of oxygen therapy. The provider launches that app, which executes the CQL and examines that patient's record by accessing the EHR's FHIR server to find a condition of hypoxia and other necessary information. The provider is presented with a screen that shows all of the discovered information and asks for confirmation. The provider confirms and the supporting documentation is transmitted to the payer.
  • EHR performs coverage requirements discovery specifying a patient's insurance coverage and a device request for Continuous Positive Airway Pressure (CPAP) device. Payer returns a card with a link to a SMART app that can ensure that the necessary rules are met for ordering of CPAP. The provider launches that app, which executes the CQL and examines that patient's record by accessing the EHR's FHIR server to and cannot find a procedure that indicates that a sleep study has been performed. The provider is alerted and can create a task to schedule a sleep study for the patient.

IG Relationships

This guide will use the US Core, Structured Data Capture, Da Vinci Coverage Requirements Discovery and SMART Application Launch Framework Implementation Guides.

Timelines

The intention is to perform initial balloting of the IG in the May 2019 ballot cycle.

When IG Proposal Is Complete

When you have completed your proposal, please send an email to FMGcontact@HL7.org

FMG Notes