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Documentation Templates and Rules FHIR IG Proposal

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Documentation Templates and Rules (DTR)

Owning work group name

Clinical Decision Support Workgroup

Committee Approval Date:

Please enter the date that the committee approved this IGproposal

Contributing or Reviewing Work Groups

Financial Management

FHIR Development Project Insight ID

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

Proposed IG realm and code


Maintenance Plan

This specification will be maintained by the CDS work group once the Da Vinci project has completed initial development

Short Description

Long Description

Involved parties

Expected implementations

Content sources

Example Scenarios

IG Relationships


When IG Proposal Is Complete

When you have completed your proposal, please send an email to

FMG Notes