davinci_crd_test_kit 0.12.0 → 0.12.1

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Files changed (56) hide show
  1. checksums.yaml +4 -4
  2. data/config/presets/inferno_crd_server_suite.json.erb +6 -1
  3. data/config/presets/ri_crd_request_generator.json.erb +1 -1
  4. data/lib/davinci_crd_test_kit/client_fhir_api_group.rb +13 -2
  5. data/lib/davinci_crd_test_kit/client_hooks_group.rb +11 -4
  6. data/lib/davinci_crd_test_kit/client_registration_group.rb +26 -0
  7. data/lib/davinci_crd_test_kit/client_tests/appointment_book_receive_request_test.rb +14 -3
  8. data/lib/davinci_crd_test_kit/client_tests/client_appointment_book_group.rb +6 -1
  9. data/lib/davinci_crd_test_kit/client_tests/client_encounter_discharge_group.rb +2 -0
  10. data/lib/davinci_crd_test_kit/client_tests/client_encounter_start_group.rb +3 -0
  11. data/lib/davinci_crd_test_kit/client_tests/client_fhir_api_create_test.rb +1 -0
  12. data/lib/davinci_crd_test_kit/client_tests/client_fhir_api_search_test.rb +2 -2
  13. data/lib/davinci_crd_test_kit/client_tests/client_fhir_api_update_test.rb +1 -0
  14. data/lib/davinci_crd_test_kit/client_tests/client_fhir_api_validation_test.rb +1 -1
  15. data/lib/davinci_crd_test_kit/client_tests/client_order_dispatch_group.rb +10 -1
  16. data/lib/davinci_crd_test_kit/client_tests/client_order_select_group.rb +11 -1
  17. data/lib/davinci_crd_test_kit/client_tests/client_order_sign_group.rb +11 -1
  18. data/lib/davinci_crd_test_kit/client_tests/client_registration_verification_test.rb +88 -0
  19. data/lib/davinci_crd_test_kit/client_tests/encounter_discharge_receive_request_test.rb +12 -3
  20. data/lib/davinci_crd_test_kit/client_tests/encounter_start_receive_request_test.rb +13 -3
  21. data/lib/davinci_crd_test_kit/client_tests/hook_request_optional_fields_test.rb +1 -1
  22. data/lib/davinci_crd_test_kit/client_tests/hook_request_valid_context_test.rb +1 -0
  23. data/lib/davinci_crd_test_kit/client_tests/hook_request_valid_prefetch_test.rb +1 -0
  24. data/lib/davinci_crd_test_kit/client_tests/order_dispatch_receive_request_test.rb +14 -3
  25. data/lib/davinci_crd_test_kit/client_tests/order_select_receive_request_test.rb +13 -3
  26. data/lib/davinci_crd_test_kit/client_tests/order_sign_receive_request_test.rb +13 -3
  27. data/lib/davinci_crd_test_kit/client_tests/retrieve_jwks_test.rb +11 -8
  28. data/lib/davinci_crd_test_kit/client_tests/token_payload_test.rb +3 -3
  29. data/lib/davinci_crd_test_kit/crd_client_suite.rb +30 -2
  30. data/lib/davinci_crd_test_kit/hook_request_field_validation.rb +8 -0
  31. data/lib/davinci_crd_test_kit/requirements/davinci-crd-test-kit_out_of_scope_requirements.csv +1 -0
  32. data/lib/davinci_crd_test_kit/requirements/davinci-crd-test-kit_requirements.csv +368 -0
  33. data/lib/davinci_crd_test_kit/requirements/generated/davinci-crd-test-kit_requirements_coverage.csv +366 -0
  34. data/lib/davinci_crd_test_kit/server_appointment_book_group.rb +2 -0
  35. data/lib/davinci_crd_test_kit/server_discovery_group.rb +2 -1
  36. data/lib/davinci_crd_test_kit/server_encounter_discharge_group.rb +1 -0
  37. data/lib/davinci_crd_test_kit/server_encounter_start_group.rb +1 -0
  38. data/lib/davinci_crd_test_kit/server_hooks_group.rb +2 -0
  39. data/lib/davinci_crd_test_kit/server_order_dispatch_group.rb +2 -0
  40. data/lib/davinci_crd_test_kit/server_order_select_group.rb +1 -0
  41. data/lib/davinci_crd_test_kit/server_order_sign_group.rb +2 -0
  42. data/lib/davinci_crd_test_kit/server_required_card_response_validation_group.rb +3 -0
  43. data/lib/davinci_crd_test_kit/server_tests/coverage_information_system_action_received_test.rb +3 -0
  44. data/lib/davinci_crd_test_kit/server_tests/coverage_information_system_action_validation_test.rb +1 -0
  45. data/lib/davinci_crd_test_kit/server_tests/create_or_update_coverage_info_response_validation_test.rb +1 -0
  46. data/lib/davinci_crd_test_kit/server_tests/external_reference_card_validation_test.rb +1 -0
  47. data/lib/davinci_crd_test_kit/server_tests/form_completion_response_validation_test.rb +1 -0
  48. data/lib/davinci_crd_test_kit/server_tests/launch_smart_app_card_validation_test.rb +1 -0
  49. data/lib/davinci_crd_test_kit/server_tests/service_response_validation_test.rb +3 -3
  50. data/lib/davinci_crd_test_kit/suggestion_actions_validation.rb +1 -1
  51. data/lib/davinci_crd_test_kit/version.rb +2 -2
  52. data/lib/davinci_crd_test_kit.rb +1 -0
  53. data/lib/inferno_requirements_tools/ext/inferno_core/runnable.rb +22 -0
  54. data/lib/inferno_requirements_tools/tasks/requirements_coverage.rb +284 -0
  55. data/lib/requirements_config.yaml +18 -0
  56. metadata +10 -2
data/lib/davinci_crd_test_kit/requirements/davinci-crd-test-kit_requirements.csv ADDED
@@ -0,0 +1,368 @@
1
+ Req Set,ID,URL,Requirement,Conformance,Actor,Sub-Requirement(s),Conditionality
2
+ hl7.fhir.us.davinci-crd_2.0.1,1,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#foundational-requirements,"Future versions of this specification will evolve based on implementer feedback. Therefore, CRD servers and CRD clients MAY mutually agree to support additional hooks, additional card patterns, additional resources, additional extensions, etc. not found in this specification.",MAY,"Client, Server",,
3
+ hl7.fhir.us.davinci-crd_2.0.1,2,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#mustsupport,"For CRD clients, If the client maintains the data element and surfaces it to users, then it SHALL be exposed in their FHIR interface when the data exists and privacy constraints permit",SHALL,Client,,
4
+ hl7.fhir.us.davinci-crd_2.0.1,3,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#mustsupport,"For CRD servers, the server SHALL leverage mustSupport elements as available and appropriate to provide decision support.",SHALL,Server,,
5
+ hl7.fhir.us.davinci-crd_2.0.1,4,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,CRD services SHALL return responses for all [supported hooks](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories),SHALL,Server,,
6
+ hl7.fhir.us.davinci-crd_2.0.1,5,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,CRD services SHALL ... respond within the required time 90% of the time.,SHALL,Server,,
7
+ hl7.fhir.us.davinci-crd_2.0.1,6,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Orders Select Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select)] the ... target [response] time is 5 seconds.,SHALL,Server,,
8
+ hl7.fhir.us.davinci-crd_2.0.1,7,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Encounter Stat Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start)] ... target [response] time is 5 seconds.,SHALL,Server,,
9
+ hl7.fhir.us.davinci-crd_2.0.1,8,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Encounter Discharge Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge)] the ... target [response] time is 5 seconds.,SHALL,Server,,
10
+ hl7.fhir.us.davinci-crd_2.0.1,9,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Appointment Book Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book)] the ... target [response] time is 5 seconds. [and] It extends to 10 seconds .. [when] sent at least 24 hours after the last hook invocation for the same order,SHALL,Server,,
11
+ hl7.fhir.us.davinci-crd_2.0.1,10,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Order Dispatch Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch) the] ... target [response] time is 5 seconds [and] It extends to 10 seconds .. [when] sent at least 24 hours after the last hook invocation for the same order,SHALL,Server,,
12
+ hl7.fhir.us.davinci-crd_2.0.1,11,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,For [the [Order Sign Hook](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign)] the ... target [response] time is 5 seconds [and] It extends to 10 seconds .. [when] sent at least 24 hours after the last hook invocation for the same order,SHALL,Server,,
13
+ hl7.fhir.us.davinci-crd_2.0.1,12,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,Systems should provide the best information they can in a timely fashion and rely on other layers of the payment and adjudication process to catch issues that require longer processing.,SHOULD,Server,,
14
+ hl7.fhir.us.davinci-crd_2.0.1,13,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a payer responds with a “coverage information” code of ‘clinical’... and the payer supports DTR, they SHOULD support gathering the additional information via DTR.",SHOULD,Server,,
15
+ hl7.fhir.us.davinci-crd_2.0.1,14,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a payer responds with a “coverage information” code of ... ‘admin’ and the payer supports DTR, they SHOULD support gathering the additional information via DTR.",SHOULD,Server,,
16
+ hl7.fhir.us.davinci-crd_2.0.1,15,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,CRD services are encouraged to leverage hooks fired earlier in the workflow (even if they do not provide decision support in response to those hooks) as an opportunity to begin caching relevant information for use when providing responses to later hooks.,SHOULD,Server,,
17
+ hl7.fhir.us.davinci-crd_2.0.1,16,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"A determination that additional information is needed (e.g., via DTR) is considered to be a valid response.",SHOULD,Server,,
18
+ hl7.fhir.us.davinci-crd_2.0.1,17,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a payer responds with a coverage information doc-needed code of 'clinical'... and the payer supports DTR, they SHOULD support gathering the additional information via DTR.",SHOULD,Server,,
19
+ hl7.fhir.us.davinci-crd_2.0.1,18,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a payer responds with a coverage information doc-needed code of … 'admin',… and the payer supports DTR, they SHOULD support gathering the additional information via DTR.",SHOULD,Server,,
20
+ hl7.fhir.us.davinci-crd_2.0.1,19,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a payer responds with a coverage information doc-needed code of ... 'patient' and the payer supports DTR, they SHOULD support gathering the additional information via DTR.",SHOULD,Server,,
21
+ hl7.fhir.us.davinci-crd_2.0.1,20,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"If a CRD service exceeds the allocated time window for a hook (i.e., for those circumstances that fall outside the 90% expectation), CRD clients SHOULD establish a time-out process that ensures users are not blocked from proceeding with their business flow.",SHOULD,Client,,
22
+ hl7.fhir.us.davinci-crd_2.0.1,21,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"Where a CRD client opts to not block users from proceeding for responses that come back in a period of time shorter than the target time window in this guide (i.e., 5s or 10s), the client must ensure that users are made aware of the information when it is available.",SHALL,Client,,
23
+ hl7.fhir.us.davinci-crd_2.0.1,22,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#performance,"For responses that come back in a time period that exceeds this duration, [ 5s or 10s] CRD clients MAY ignore the resulting cards and/or system actions.",MAY,Client,,
24
+ hl7.fhir.us.davinci-crd_2.0.1,23,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#accuracy,"CDS services SHALL ensure that the guidance returned with respect to coverage... (e.g., assertions that a service is covered...) is as accurate as guidance that would be provided by other means (e.g., portals, phone calls).",SHALL,Server,,
25
+ hl7.fhir.us.davinci-crd_2.0.1,24,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#accuracy,"CDS services SHALL ensure that the guidance returned with respect to ... prior authorizations (e.g., assertions that... prior authorization is not necessary) is as accurate as guidance that would be provided by other means (e.g., portals, phone calls).",SHALL,Server,,
26
+ hl7.fhir.us.davinci-crd_2.0.1,25,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#terminology,"Where the selected code is not already a billing code and CRD clients are able to automatically determine what the corresponding billing code is, they SHOULD send a Coding with the billing code alongside the clinical code to reduce the risk of the receiving payer making a different translation.",SHOULD,Client,,
27
+ hl7.fhir.us.davinci-crd_2.0.1,26,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#appropriate-use-of-hooks,Payers and service providers SHALL ensure that CDS Hooks return only messages and information relevant and useful to the intended recipient.,SHALL,Server,,
28
+ hl7.fhir.us.davinci-crd_2.0.1,27,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,The CRD service is responsible for any internal routing based on which processing organization handles the decisions.,SHALL,Server,,
29
+ hl7.fhir.us.davinci-crd_2.0.1,28,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,Provider and EHR vendor organizations MAY leverage the [payer registry](http://hl7.org/fhir/us/davinci-pdex-plan-net) developed by PDex (which will eventually fold into the national directory under [FAST](https://confluence.hl7.org/display/FAST/National+Healthcare+Directory)) as a means of determining which endpoints exist for which payers as candidates for configuration.,MAY,Client,,
30
+ hl7.fhir.us.davinci-crd_2.0.1,29,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,"Once plans are in the national directory, CRD clients SHOULD include that plan identifier as a way to uniquely identify that plan.",SHOULD,Client,,
31
+ hl7.fhir.us.davinci-crd_2.0.1,30,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,All CRD clients will need to be configured to support communicating to a particular CRD server. This configuration process includes the following: … Confirming that the CRD server can legitimately act on behalf of one or more payers,SHALL,Client,,
32
+ hl7.fhir.us.davinci-crd_2.0.1,31,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,All CRD clients will need to be configured to support communicating to a particular CRD server. This configuration process includes the following: … Confirming that the CRD server can be trusted to receive and handle PHI,SHALL,Client,,
33
+ hl7.fhir.us.davinci-crd_2.0.1,32,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,All CRD clients will need to be configured to support communicating to a particular CRD server. This configuration process includes the following: ...Determining which hook(s) to enable for that CRD server,SHALL,Client,,
34
+ hl7.fhir.us.davinci-crd_2.0.1,33,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,All CRD clients will need to be configured to support communicating to a particular CRD server. This configuration process includes the following: … Determining what scopes to provide the CRD server for access tokens issued to the service,SHALL,Client,,
35
+ hl7.fhir.us.davinci-crd_2.0.1,34,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,"In order to initiate this process, the payer responsible for a given CRD Server must communicate with the relevant CRD client software vendor or provider organization and share the following information: … The URL of their server",SHALL,Server,,
36
+ hl7.fhir.us.davinci-crd_2.0.1,35,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,"In order to initiate this process, the payer responsible for a given CRD Server must communicate with the relevant CRD client software vendor or provider organization and share the following information: ... Which hook types it supports",SHALL,Server,,
37
+ hl7.fhir.us.davinci-crd_2.0.1,36,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#enabling-a-crd-server,"In order to initiate this process, the payer responsible for a given CRD Server must communicate with the relevant CRD client software vendor or provider organization and share the following information: ... What scopes it needs to perform its full function (and why)",SHALL,Server,,
38
+ hl7.fhir.us.davinci-crd_2.0.1,37,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#crd-access-tokens,The CRD client SHOULD limit the scopes provided in their access token to those identified by the CRD service as necessary to perform their decision support.,SHOULD,Client,,
39
+ hl7.fhir.us.davinci-crd_2.0.1,38,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#crd-access-tokens,Such access tokens [identified by the CRD service as necessary to perform their decision support]] SHOULD have an expiration time of no longer than 30 seconds which should be sufficient for even 'parallel' decision support with something like 'Order Select' where a user is continuing to work while the decision support call is processing.,SHOULD,Client,,
40
+ hl7.fhir.us.davinci-crd_2.0.1,39,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-data-retrieval,"For this release of the IG, conformant CRD clients SHOULD support the CDS Hooks [prefetch ]( https://cds-hooks.hl7.org/2.0/#prefetch-template) capability",SHOULD,Client,,
41
+ hl7.fhir.us.davinci-crd_2.0.1,40,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-data-retrieval,"For this release of the IG, conformant CRD clients ... where needed, SHOULD implement interfaces to [_include](http://hl7.org/fhir/R4/search.html#include) resources not available in the system's database.",SHOULD,Client,,
42
+ hl7.fhir.us.davinci-crd_2.0.1,41,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-data-retrieval,Prefetch requests SHOULD only include information that is always expected to be needed for each hook invocation.,SHOULD,Server,,
43
+ hl7.fhir.us.davinci-crd_2.0.1,42,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-data-retrieval,"When information is only needed for certain invocations of the hook (e.g., for specific types of medications or services), that information SHALL only be retrieved by query using the provided token, never requested universally via prefetch.",SHALL,Server,,
44
+ hl7.fhir.us.davinci-crd_2.0.1,43,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-data-retrieval,"The base requirement for these queries, whether based on Encounter or one of the request resources, is to bring back the following associated resources:
45
+
46
+ -Patient
47
+ -Relevant Coverage
48
+ -Authoring Practitioner
49
+ -Authoring Organization
50
+ -Requested performing Practitioner (if specified)
51
+ -Requested performing Organization (if specified)
52
+ -Requested Location (if specified)
53
+ -Associated Medication (if any)
54
+ -Associated Device (if any)",SHALL,Client,,
55
+ hl7.fhir.us.davinci-crd_2.0.1,44,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"In addition to the [base prefetch capabilities](https://cds-hooks.hl7.org/2.0/#prefetch-template) defined in the CDS Hooks specification, systems that support prefetch SHOULD support the [additional prefetch capabilities](https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-prefetch-capabilities) defined in this specification.",SHOULD,Client,,
56
+ hl7.fhir.us.davinci-crd_2.0.1,45,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries ... SHOULD be supported for [Appointment]: ...
57
+
58
+ ```Appointment?_id={{context.appointments.Appointment.id}}
59
+ &_include=Appointment:patient
60
+ &_include=Appointment:practitioner:PractitionerRole
61
+ &_include:iterate=PractitionerRole:organization
62
+ &_include:iterate=PractitionerRole:practitioner
63
+ &_include=Appointment:location```",SHOULD,Client,,
64
+ hl7.fhir.us.davinci-crd_2.0.1,46,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,standard' prefetch queries... SHOULD be supported for each type of resource: ... Coverage?patient={{context.patient}},SHOULD,Client,,
65
+ hl7.fhir.us.davinci-crd_2.0.1,47,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries SHOULD be supported for [Device Request]: ...
66
+
67
+ ```DeviceRequest?_id={{context.draftOrders.DeviceRequest.id}}
68
+ &_include=DeviceRequest:patient
69
+ &_include=DeviceRequest:performer
70
+ &_include=DeviceRequest:requester
71
+ &_include=DeviceRequest:device
72
+ &_include:iterate=PractitionerRole:organization
73
+ &_include:iterate=PractitionerRole:practitioner```",SHOULD,Client,,
74
+ hl7.fhir.us.davinci-crd_2.0.1,48,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries ... SHOULD be supported for [Encounter]: ...
75
+
76
+ ```Encounter?_id={{context.encounterId}}
77
+ &_include=Encounter:patient
78
+ &_include=Encounter:service-provider
79
+ &_include=Encounter:practitioner
80
+ &_include=Encounter:location```",SHOULD,Client,,
81
+ hl7.fhir.us.davinci-crd_2.0.1,49,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries SHOULD be supported for [MedicationRequest]: ...
82
+
83
+ ```MedicationRequest?_id={{context.draftOrders.MedicationRequest.id}}
84
+ &_include=MedicationRequest:patient
85
+ &_include=MedicationRequest:intended-dispenser
86
+ &_include=MedicationRequest:requester:PractitionerRole
87
+ &_include=MedicationRequest:medication
88
+ &_include:iterate=PractitionerRole:organization
89
+ &_include:iterate=PractitionerRole:practitioner```",SHOULD,Client,,
90
+ hl7.fhir.us.davinci-crd_2.0.1,50,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries that SHOULD be supported for [NutritionOrder]: ...
91
+
92
+ ```NutritionOrder?_id={{context.draftOrders.NutritionOrder.id}}
93
+ &_include=NutritionOrder:patient
94
+ &_include=NutritionOrder:provider
95
+ &_include=NutritionOrder:requester
96
+ &_include:iterate=PractitionerRole:organization
97
+ &_include:iterate=PractitionerRole:practitioner
98
+ &_include=NutritionOrder:encounter
99
+ &_include:iterate=Encounter:location```",SHOULD,Client,,
100
+ hl7.fhir.us.davinci-crd_2.0.1,51,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,"'standard' prefetch queries SHOULD be supported for [ServiceRequest]: ...
101
+
102
+ ```ServiceRequest?_id={{context.draftOrders.ServiceRequest.id}}
103
+ &_include=ServiceRequest:patient
104
+ &_include=ServiceRequest:performer
105
+ &_include=ServiceRequest:requester
106
+ &_include:iterate=PractitionerRole:organization
107
+ &_include:iterate=PractitionerRole:practitioner```",SHOULD,Client,,
108
+ hl7.fhir.us.davinci-crd_2.0.1,52,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,CRD clients MAY support only the resources needed to implement the relevant CDS Hooks and order types.,MAY,Client,,
109
+ hl7.fhir.us.davinci-crd_2.0.1,53,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,CRD client implementations SHOULD NOT expect standardized prefetch key names.,SHOULD NOT,Client,,
110
+ hl7.fhir.us.davinci-crd_2.0.1,54,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,CRD clients supporting prefetch SHALL inspect the CDS Hooks discovery endpoint to determine exact prefetch key names and queries.,SHALL,Client,,
111
+ hl7.fhir.us.davinci-crd_2.0.1,55,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#prefetch,CRD clients SHOULD limit the coverages provided to just those relevant to the CRD service.,SHOULD,Client,,
112
+ hl7.fhir.us.davinci-crd_2.0.1,56,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#fhir-resource-access,"If information needed is not provided by prefetch, the CRD server can query the client directly using the [FHIR resource access mechanism](https://cds-hooks.hl7.org/2.0/#fhir-resource-access) defined in the CDS Hooks specification.",SHOULD,Server,,
113
+ hl7.fhir.us.davinci-crd_2.0.1,57,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#fhir-resource-access,"In either case [using individual queries or by invoking a batch of separate queries], the HTTP call that performs the query or executes the batch must pass the fhirAuthorization.accessToken in the authorization header as defined in the [OAuth specification](https://www.oauth.com/oauth2-servers/accessing-data/making-api-requests)",SHALL,Server,,
114
+ hl7.fhir.us.davinci-crd_2.0.1,58,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,Conformant CRD clients SHOULD be able to perform [respond to] all the queries defined here [[FHIR Resource Access](https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#fhir-resource-access)],SHOULD,Client,,
115
+ hl7.fhir.us.davinci-crd_2.0.1,59,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,"Conformant CRD clients ... where needed, SHOULD implement interfaces to [_include](http://hl7.org/fhir/R4/search.html#include) resources not available in the client's database.",SHOULD,Client,,
116
+ hl7.fhir.us.davinci-crd_2.0.1,60,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,"If parties processing these queries have varied from these ‘standard’ search parameter names (as indicated by navigating their CapabilityStatements), the CRD Server will be responsible for translating the parameters into the CRD client’s local names.",SHALL,Server,,
117
+ hl7.fhir.us.davinci-crd_2.0.1,61,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,"When full prefetch as defined here is not supported, CRD clients SHOULD, at minimum, support the batch query syntax shown [above]( https://build.fhir.org/ig/HL7/davinci-crd/foundation.html#fhir-resource-access)",SHOULD,Client,,
118
+ hl7.fhir.us.davinci-crd_2.0.1,62,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,"CRD servers MAY choose to support the batch query mechanism, perform client-specific queries as necessary, or return no results when a client does not support its prefetch requirements",MAY,Server,,
119
+ hl7.fhir.us.davinci-crd_2.0.1,63,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#query-notes,CRD servers SHALL provide what coverage requirements they can based on the information available.,SHALL,Server,,
120
+ hl7.fhir.us.davinci-crd_2.0.1,64,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"CRD Clients conforming with this specification [using SMART on FHIR apps to invoke coverage requirements discovery from CRD servers for ""what if"" scenarios] SHALL support the SMART on FHIR interface,",SHALL,Client,,
121
+ hl7.fhir.us.davinci-crd_2.0.1,65,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"CRD clients conforming with this [using SMART on FHIR apps to invoke coverage requirements discovery from CRD servers for ""what if"" scenarios] specification … SHALL allow launching of SMART apps from within their application",SHALL,Client,,
122
+ hl7.fhir.us.davinci-crd_2.0.1,66,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"CRD clients conforming with this [using SMART on FHIR apps to invoke coverage requirements discovery from CRD servers for ""what if"" scenarios] specification ... SHALL be capable of providing the SMART app access to information it exposes to CRD servers using the CDS Hooks interface.",SHALL,Client,,
123
+ hl7.fhir.us.davinci-crd_2.0.1,67,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"The app/CRD client MAY choose to use configuration options to control what types of cards are of interest [when using SMART on FHIR apps to invoke coverage requirements discovery from CRD servers for ""what if"" scenarios]",MAY,Client,,
124
+ hl7.fhir.us.davinci-crd_2.0.1,68,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"In the specific case of order-based hooks, ""what if"" SHOULD use the Order Sign hook",SHOULD,Client,,
125
+ hl7.fhir.us.davinci-crd_2.0.1,69,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"In the specific case of order-based hooks, ""what if"" ... SHALL use the configuration option that prevents the return of an unsolicited determination",SHALL,Client,,
126
+ hl7.fhir.us.davinci-crd_2.0.1,70,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#smart-on-fhir-hook-invocation,"In the specific case of order-based hooks, ""what if"" ... MAY use configuration options to prevent the return of other irrelevant types of cards (e.g., duplicate therapy).",MAY,Client,,
127
+ hl7.fhir.us.davinci-crd_2.0.1,71,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"When CRD clients pass resources to a CRD server as part of context, the resources SHALL have an ID",SHALL,Client,,
128
+ hl7.fhir.us.davinci-crd_2.0.1,72,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"When CRD clients pass resources to a CRD server as part of context, the resources ... SHALL be usable as a target for references in resources manipulated by CDS Hook actions and/or by SMART apps.",SHALL,Client,,
129
+ hl7.fhir.us.davinci-crd_2.0.1,73,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,CRD client must handle adjustments to any references made to … [resource ids] (or provide necessary redirects) ensuring that any references made to the in-memory resource will remain valid.,SHALL,Client,,
130
+ hl7.fhir.us.davinci-crd_2.0.1,74,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"CRD clients will need to support the creation or updating of resources that include references to resources that might, at the time, only exist in memory and not yet be available as persistent entities.",SHALL,Client,,
131
+ hl7.fhir.us.davinci-crd_2.0.1,75,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"Therefore, in addition to any logging performed for security purposes, ... CRD Clients ... SHALL retain logs of all CRD-related hook invocations and their responses for access in the event of a dispute.",SHALL,Client,,
132
+ hl7.fhir.us.davinci-crd_2.0.1,76,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"Therefore, in addition to any logging performed for security purposes, ... CRD Servers SHALL retain logs of all CRD-related hook invocations and their responses for access in the event of a dispute.",SHALL,Server,,
133
+ hl7.fhir.us.davinci-crd_2.0.1,77,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,All `Card.suggestion` elements SHALL populate the `Suggestion.uuid` element to aid in log reconciliation.,SHALL,Server,,
134
+ hl7.fhir.us.davinci-crd_2.0.1,78,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,Organizations SHALL have processes to ensure logs can be accessed by appropriate authorized users to help resolve discrepancies or issues in a timely manner.,SHALL,"Client, Server",,
135
+ hl7.fhir.us.davinci-crd_2.0.1,79,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"Because the information in these logs will often contain PHI, access to the logs themselves will need to be restricted ... for security purposes.",SHALL,"Client, Server",,
136
+ hl7.fhir.us.davinci-crd_2.0.1,80,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,"Because the information in these logs will often contain PHI, access to the logs themselves will need to be ... logged for security purposes.",SHALL,"Client, Server",,
137
+ hl7.fhir.us.davinci-crd_2.0.1,81,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,CRD Clients SHOULD ensure that multiple cards with the same “advice” are handled in a way that will not create a burden on the user.,SHOULD,Client,,
138
+ hl7.fhir.us.davinci-crd_2.0.1,82,https://hl7.org/fhir/us/davinci-crd/STU2/foundation.html#additional-considerations,Conformance systems SHOULD omit non-significant whitespace for performance reasons.,SHOULD,Client,,
139
+ hl7.fhir.us.davinci-crd_2.0.1,83,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: … FHIR Core: [Security & Privacy Module](http://hl7.org/fhir/R4/secpriv-module.html),SHALL,"Client, Server",,
140
+ hl7.fhir.us.davinci-crd_2.0.1,84,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: FHIR Core: ... [Security Principles](http://hl7.org/fhir/R4/security.html),SHALL,"Client, Server",,
141
+ hl7.fhir.us.davinci-crd_2.0.1,85,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: FHIR Core: ... [Implementer’s Checklist](http://hl7.org/fhir/R4/safety.html),SHALL,"Client, Server",,
142
+ hl7.fhir.us.davinci-crd_2.0.1,86,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: … HRex: [Privacy & Security](http://hl7.org/fhir/us/davinci-hrex/STU1/security.html),SHALL,"Client, Server",,
143
+ hl7.fhir.us.davinci-crd_2.0.1,87,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: … CDS Hooks: [Security & Safety](https://cds-hooks.hl7.org/2.0/#security-and-safety),SHALL,"Client, Server",,
144
+ hl7.fhir.us.davinci-crd_2.0.1,88,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Implementers SHALL adhere to any security and privacy rules defined by: … SMART on FHIR: [SMART App Launch](http://www.hl7.org/fhir/smart-app-launch),SHALL,"Client, Server",,
145
+ hl7.fhir.us.davinci-crd_2.0.1,89,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,"As per the CDS Hook specification, communications between CRD Clients and CRD Servers SHALL use TLS.",SHALL,"Client, Server",,
146
+ hl7.fhir.us.davinci-crd_2.0.1,90,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Mutual TLS is not required by this specification but is permitted.,MAY,"Client, Server",,
147
+ hl7.fhir.us.davinci-crd_2.0.1,91,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,CRD Servers and CRD Clients SHOULD enforce a minimum version and other TLS configuration requirements based on [HRex rules for PHI exchange](https://hl7.org/fhir/us/davinci-hrex/STU1/security.html#exchange-of-phi-for-treatment-payment-operations-tpo-as-defined),SHOULD,"Client, Server",,
148
+ hl7.fhir.us.davinci-crd_2.0.1,92,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,CRD Clients SHALL support running applications that adhere to the SMART on FHIR [confidential app](http://www.hl7.org/fhir/smart-app-launch#support-for-public-and-confidential-apps) profile.,SHALL,Client,,
149
+ hl7.fhir.us.davinci-crd_2.0.1,93,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,CRD Servers SHALL use information received solely for coverage determination and decision support purposes,SHALL,Server,,
150
+ hl7.fhir.us.davinci-crd_2.0.1,94,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,CRD Servers … SHALL NOT retain data received over the CRD interfaces for any purpose other than audit or providing context for form completion using DTR.,SHALL NOT,Server,,
151
+ hl7.fhir.us.davinci-crd_2.0.1,95,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,"CRD Clients are the final arbiters of what data can or cannot be shared with CRD Servers and SHOULD filter or withhold any resources or data elements necessary to support their obligations as health data custodians, including ... patient consent-based restrictions.",SHOULD,Client,,
152
+ hl7.fhir.us.davinci-crd_2.0.1,96,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,"CRD Clients are the final arbiters of what data can or cannot be shared with CRD Servers and SHOULD filter or withhold any resources or data elements necessary to support their obligations as health data custodians, including legal...restrictions.",SHOULD,Client,,
153
+ hl7.fhir.us.davinci-crd_2.0.1,97,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,"CRD Clients are the final arbiters of what data can or cannot be shared with CRD Servers and SHOULD filter or withhold any resources or data elements necessary to support their obligations as health data custodians, including ... policy restrictions.",SHOULD,Client,,
154
+ hl7.fhir.us.davinci-crd_2.0.1,98,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,CRD Clients SHALL ensure that the resource identifiers exposed over the CRD interface are distinct from and have no determinable relationship with any business identifiers associated with those records.,SHALL,Client,,
155
+ hl7.fhir.us.davinci-crd_2.0.1,99,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,Access to patient information to meet decision support requirements is still subject to regulations such as HIPAA “minimum necessary” and CRD clients SHOULD audit access to check for reasonableness and appropriateness.,SHOULD,Client,,
156
+ hl7.fhir.us.davinci-crd_2.0.1,100,https://hl7.org/fhir/us/davinci-crd/STU2/security.html#privacy-security-and-safety,All information sharing that occurs through making CRD calls is subject to the privacy and security considerations documented [here](http://hl7.org/fhir/us/davinci-hrex/STU1/security.html),SHALL,"Client, Server",,
157
+ hl7.fhir.us.davinci-crd_2.0.1,101,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#cds-hook-deviations-and-enhancements,Implementers MAY choose to provide support for this new [[order-dispatch hook](https://cds-hooks.org/hooks/order-dispatch)]] hook.,MAY,Client,,
158
+ hl7.fhir.us.davinci-crd_2.0.1,102,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-scope,"This IG adopts the newer wording, meaning that the order-sign hook can be triggered … on newly created orders.",MAY,Client,,
159
+ hl7.fhir.us.davinci-crd_2.0.1,103,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-scope,"This IG adopts the newer wording, meaning that the order-sign hook can be triggered … when orders are updated (changing status, changing time-frame, etc.).",MAY,Client,,
160
+ hl7.fhir.us.davinci-crd_2.0.1,104,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-resources,CRD has use-cases for additional resource types to be passed to … [the `order-select`] hook. Specifically: … [CommunicationRequest](http://hl7.org/fhir/R4/communicationrequest.html),MAY,Client,,
161
+ hl7.fhir.us.davinci-crd_2.0.1,105,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-resources,CRD has use-cases for additional resource types to be passed to … [the `order-sign`] hook. Specifically: … [CommunicationRequest](http://hl7.org/fhir/R4/communicationrequest.html),MAY,Client,,
162
+ hl7.fhir.us.davinci-crd_2.0.1,106,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-resources,CRD has use-cases for additional resource types to be passed to [the `order-select`] hook. Specifically: … [Task](http://hl7.org/fhir/R4/task.html),SHOULD,Client,,
163
+ hl7.fhir.us.davinci-crd_2.0.1,107,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-hook-resources,CRD has use-cases for additional resource types to be passed to [the `order-sign`] hook. Specifically: … [Task](http://hl7.org/fhir/R4/task.html),SHOULD,Client,,
164
+ hl7.fhir.us.davinci-crd_2.0.1,108,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#new-hook-configuration-mechanism,The [CDS Service Discovery Response](https://cds-hooks.hl7.org/2.0/#response) object that describes the service’s capabilities will include an extension that describes what [configuration options](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-CDSHookServicesExtensionConfiguration.html) can be set by the CRD Client,SHALL,Server,,
165
+ hl7.fhir.us.davinci-crd_2.0.1,109,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#new-hook-configuration-mechanism,The hook’s [HTTP Request](https://cds-hooks.hl7.org/2.0/#http-request_1) object will include an extension to pass specific configuration settings as part of the hook invocation,MAY,Client,,
166
+ hl7.fhir.us.davinci-crd_2.0.1,110,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"Each option [within the davinci-crd.configuration-options extension] SHALL include... A `code` that will be used when setting configuration during hook invocation, and has an [(extensible)](http://www.hl7.org/fhir/terminologies.html#extensible) binding to the [CRD Card Types](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-cardType.html) ValueSet.",SHALL,Server,,
167
+ hl7.fhir.us.davinci-crd_2.0.1,111,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"Each option [within the davinci-crd.configuration-options extension] SHALL include ... A data `type` for the parameter. At present, allowed values are “boolean” and “integer”. (NOTE: These are the JSON data types and not the FHIR data types.)",SHALL,Server,,
168
+ hl7.fhir.us.davinci-crd_2.0.1,112,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,Each option [within the davinci-crd.configuration-options extension] SHALL include ... A display `name` for the configuration option to appear in the client’s user interface when performing configuration.,SHALL,Server,,
169
+ hl7.fhir.us.davinci-crd_2.0.1,113,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,Each option [within the davinci-crd.configuration-options extension] SHALL include ... A `description` providing a 1-2 sentence description of the effect of the configuration option.,SHALL,Server,,
170
+ hl7.fhir.us.davinci-crd_2.0.1,114,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,A `default` value SHALL also be provided [in the `davinci-crd.configuration-options` extension] to show users what to expect when an override is not specified.,SHALL,Server,,
171
+ hl7.fhir.us.davinci-crd_2.0.1,115,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"CRD servers SHALL, at minimum, offer configuration options for each type of card they support (with a code corresponding to the [CRD Card Types](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-cardType.html) ValueSet",SHALL,Server,,
172
+ hl7.fhir.us.davinci-crd_2.0.1,116,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"CRD servers SHALL, at minimum, offer configuration options for each type of card they support (with a code corresponding to ... a type of ‘boolean’, where setting the flag to false will result in the server not returning any cards of the specified type).",SHALL,Server,,
173
+ hl7.fhir.us.davinci-crd_2.0.1,117,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,payer services SHALL gracefully handle disallowed/nonsensical combinations [within client-provided configuration options] I.e. the CRD Server must: allow for the possibility that CRD Clients might not adhere to their co-occurrence rules,SHALL,Server,,
174
+ hl7.fhir.us.davinci-crd_2.0.1,118,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,payer services SHALL gracefully handle disallowed/nonsensical combinations [within client-provided configuration options].I.e. the CRD Server must: ... include explicit checks of inbound data for adherence to rules;,SHALL,Server,,
175
+ hl7.fhir.us.davinci-crd_2.0.1,119,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,payer services SHALL gracefully handle disallowed/nonsensical combinations [within client-provided configuration options]. I.e. the CRD Server must:... indicate that CRD checking could not be done and log appropriate information to allow engagement with CRD Clients to address any payer-specific needs.,SHALL,Server,,
176
+ hl7.fhir.us.davinci-crd_2.0.1,120,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,[Within client configuration options] Codes SHALL be valid JSON property names,SHALL,Server,,
177
+ hl7.fhir.us.davinci-crd_2.0.1,121,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,[Within client configuration options] Codes SHALL ... come from the [CRD Card Types](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-cardType.html) list if an applicable type is in that list.,SHALL,Server,,
178
+ hl7.fhir.us.davinci-crd_2.0.1,122,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"Codes, names, and descriptions [within client configuration options] SHALL be unique within a [CDS Service](https://cds-hooks.hl7.org/2.0/#response) definition.",SHALL,Server,,
179
+ hl7.fhir.us.davinci-crd_2.0.1,123,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,"[Codes, names, and descriptions within client configuration options] SHOULD be consistent across different hooks supported by the same payer when dealing with the same types of configuration options.",SHOULD,Server,,
180
+ hl7.fhir.us.davinci-crd_2.0.1,124,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#configuration-options-extension,Payer services providing more than one type of coverage requirement information/guidance SHOULD expose configuration options allowing clients to dynamically control what information is returned by the service.,SHOULD,Server,,
181
+ hl7.fhir.us.davinci-crd_2.0.1,125,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Where CRD Clients support the optional configuration options... CRD Clients SHOULD expose configuration options through a configuration screen to allow users and/or system administrators to control the types of information returned.,SHOULD,Client,,
182
+ hl7.fhir.us.davinci-crd_2.0.1,126,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Where CRD Clients support the optional configuration options ... CRD Clients SHALL convey configuration options when invoking the hook using the davinci-crd.configuration extension. It will be a single object whose properties will be drawn from the code values from configuration options and whose values will be of the type defined for that option.,SHALL,Client,,
183
+ hl7.fhir.us.davinci-crd_2.0.1,127,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,"Where CRD Clients support the optional configuration options ... CRD Clients SHOULD provide an ability to leverage the dynamic configuration capabilities of payer services based on provider role, individual provider, and/or hook invocation location as best meets the needs of their users.",SHOULD,Client,,
184
+ hl7.fhir.us.davinci-crd_2.0.1,128,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Because support for some configuration is required for all CRD servers … CRD Servers SHALL behave in the manner prescribed by any supported configuration information received from the CRD Client.,SHALL,Server,,
185
+ hl7.fhir.us.davinci-crd_2.0.1,129,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Because support for some configuration is required for all CRD servers ... CRD Servers SHALL NOT require the inclusion of configuration information in a hook call (i.e. no hook invocation is permitted to fail because configuration information was not included).,SHALL NOT,Server,,
186
+ hl7.fhir.us.davinci-crd_2.0.1,130,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Because support for some configuration is required for all CRD servers ... CRD Clients MAY send configuration information that CRD Servers do not support.,MAY,Client,,
187
+ hl7.fhir.us.davinci-crd_2.0.1,131,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#hook-configuration-extension,Because support for some configuration is required for all CRD servers ... the CRD Server SHALL ignore ... unsupported configuration information.,SHALL,Server,,
188
+ hl7.fhir.us.davinci-crd_2.0.1,132,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-prefetch-capabilities,"Specifically, where a hook defines a context element that consists of a resource or collection of resources (e.g. [order-select.draftOrders](https://cds-hooks.hl7.org/hooks/order-select/2020May/order-select.html#context) or [order-sign.draftOrders](https://cds-hooks.hl7.org/hooks/order-sign/2020May/order-sign#context)), systems SHALL recognize context tokens of the form `context.<context property>.<FHIR resource name>.id` in prefetch queries.",SHALL,Server,,
189
+ hl7.fhir.us.davinci-crd_2.0.1,133,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-prefetch-capabilities,[context tokens of the form `context.<context property>.<FHIR resource name>.id` in prefetch queries] SHALL evaluate to a comma-separated list of the identifiers of all resources of the specified type within that context key.,SHALL,Server,,
190
+ hl7.fhir.us.davinci-crd_2.0.1,134,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-response-capabilities,"Creating a Task to complete a Questionnaire; and
191
+ In this case, the creation of the Questionnaire needs to be conditional - it SHOULD only occur if that specific Questionnaire version doesn’t already exist",DEPRECATED,Server,,
192
+ hl7.fhir.us.davinci-crd_2.0.1,135,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#additional-response-capabilities,[When] creating a Task to complete a Questionnaire ... the payer service SHALL query to determine if the client has a copy of the Questionnaire before sending the request.,SHOULD,Server,,
193
+ hl7.fhir.us.davinci-crd_2.0.1,136,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#if-none-exist,"The `suggestion.action` object will use an extension to carry the if-none-exist query, as per FHIR’s [conditional create](http://hl7.org/fhir/R4/http.html#ccreate) functionality. The extension property will be `davinci-crd.if-none-exist`",SHOULD,Server,,
194
+ hl7.fhir.us.davinci-crd_2.0.1,137,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#linkage-between-created-resources,the inclusion of the `id` element in ‘created’ resources and references in created and updated resources within multi-action suggestions SHALL be handled as per [FHIR’s transaction processing rules](http://hl7.org/fhir/R4/http.html#trules).,SHALL,Client,,
195
+ hl7.fhir.us.davinci-crd_2.0.1,138,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#linkage-between-created-resources,"if a FHIR Reference points to the resource type and `id` of a resource of another ‘create’ Action in the same Suggestion, then the reference to that resource SHALL be updated by the server to point to the `id` assigned by the client when performing the ‘create’.",SHALL,Client,,
196
+ hl7.fhir.us.davinci-crd_2.0.1,139,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#linkage-between-created-resources,CRD Clients SHALL perform ‘creates’ in an order that ensures that referenced resources are created prior to referencing resources.,SHALL,Client,,
197
+ hl7.fhir.us.davinci-crd_2.0.1,140,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#linking-cards-to-requests,"If a hook service is invoked on a collection of resources, all cards returned that are specific to only a subset of the resources passed as context SHALL disambiguate in the `detail` element which resources they’re associated with in a human-friendly way.",SHALL,Server,,
198
+ hl7.fhir.us.davinci-crd_2.0.1,141,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#linking-cards-to-requests,"If a hook service is invoked on a collection of resources, ... cards SHOULD include … [the `davinci-associated-resource`] extension [listing each resource from the collection it is associated with] to allow computable linkage.",SHOULD,Server,,
199
+ hl7.fhir.us.davinci-crd_2.0.1,142,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#controlling-hook-invocation,Provider systems SHALL only invoke hooks on payer services where the patient record indicates active coverage with the payer associated with the service,SHALL,Client,,
200
+ hl7.fhir.us.davinci-crd_2.0.1,143,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#controlling-hook-invocation,Providers MAY limit hook invocation to only those payers that are believed to potentially have relevant information related to the current action,MAY,Client,,
201
+ hl7.fhir.us.davinci-crd_2.0.1,144,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#controlling-hook-invocation,CRD clients SHALL select from those coverages which is most likely to be primary and only solicit coverage information for that one payer.,SHALL,Client,,
202
+ hl7.fhir.us.davinci-crd_2.0.1,145,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#controlling-hook-invocation,"If they invoke CRD on other payers, CRD clients SHALL ensure that card types that return coverage information are disabled for those ‘likely secondary’ payers.",SHALL,Client,,
203
+ hl7.fhir.us.davinci-crd_2.0.1,146,https://hl7.org/fhir/us/davinci-crd/STU2/deviations.html#controlling-hook-invocation,"Where the patient has multiple active coverages that the CRD client deems appropriate to call the respective CRD servers for, the CRD client SHALL invoke all CRD server calls in parallel and display results simultaneously to ensure timely response to user action.",SHALL,Client,,
204
+ hl7.fhir.us.davinci-crd_2.0.1,147,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,the `order-select` hook SHOULD fire whenever a user of a CRD Client creates a new order or referral.,SHOULD,Client,,
205
+ hl7.fhir.us.davinci-crd_2.0.1,148,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"CRD Clients conforming to this implementation guide SHALL be able to determine the correct payer CRD Service to use for each request. [appointment-book, encounter-start, encounter-discharge, order-dispatch, order-select, and order-sign]",SHALL,Client,,
206
+ hl7.fhir.us.davinci-crd_2.0.1,149,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"CRD Clients conforming to this implementation guide SHALL support at least one of the hooks [appointment-book, encounter-start, encounter-discharge, order-dispatch, order-select, and order-sign]",SHALL,Client,,
207
+ hl7.fhir.us.davinci-crd_2.0.1,150,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"CRD Clients conforming to this implementation guide SHALL support ... (for order-centric hooks), at least one of the order resource types [CommunicationRequest, DeviceRequest, MedicationRequest, ServiceRequest, NutritionOrder, VisionPrescription]",SHALL,Client,,
208
+ hl7.fhir.us.davinci-crd_2.0.1,151,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"CRD Clients conforming to this implementation guide ... SHOULD support all [CommunicationRequest, DeviceRequest, MedicationRequest, ServiceRequest, NutritionOrder, VisionPrescription] that apply to the context of their system.",SHOULD,Client,,
209
+ hl7.fhir.us.davinci-crd_2.0.1,152,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,CRD Servers conforming to this implementation guide SHALL provide a service for all hooks ... required of CRD clients by this implementation guide unless the server has determined that the hook will not be reasonably useful in determining coverage or documentation expectations for the types of coverage provided.,SHALL,Server,,
210
+ hl7.fhir.us.davinci-crd_2.0.1,153,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,CRD Servers conforming to this implementation guide SHALL provide a service for all ... order resource types required of CRD clients by this implementation guide unless the server has determined that the hook will not be reasonably useful in determining coverage or documentation expectations for the types of coverage provided.,SHALL,Server,,
211
+ hl7.fhir.us.davinci-crd_2.0.1,154,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,CRD Clients … MAY choose to support additional hooks available in the registry on the [CDS Hooks continuous integration build](https://cds-hooks.org/) or custom hooks defined elsewhere.,MAY,Client,,
212
+ hl7.fhir.us.davinci-crd_2.0.1,155,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,CRD ... Servers MAY choose to support additional hooks available in the registry on the [CDS Hooks continuous integration build](https://cds-hooks.org/) or custom hooks defined elsewhere.,MAY,Server,,
213
+ hl7.fhir.us.davinci-crd_2.0.1,156,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,[Clients who choose to support additional hooks] SHOULD adhere to the conformance expectations defined in this specification for any hooks listed here.,SHOULD,Client,,
214
+ hl7.fhir.us.davinci-crd_2.0.1,157,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,[Servers who choose to support additional hooks] SHOULD adhere to the conformance expectations defined in this specification for any hooks listed here.,SHOULD,Server,,
215
+ hl7.fhir.us.davinci-crd_2.0.1,158,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: If the CRD Server encounters an error when processing the request, the system SHALL return an appropriate error HTTP Response Code, starting with the digit “4” or “5”, indicating that there was an error.",SHALL,Server,,
216
+ hl7.fhir.us.davinci-crd_2.0.1,159,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: ... The CRD Server SHOULD provide an OperationOutcome for internal issue tracking by the client system.",SHOULD,Server,,
217
+ hl7.fhir.us.davinci-crd_2.0.1,160,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: ... The CRD Client MAY display to the user that the Coverage Requirements Discovery Service is unavailable.",MAY,Server,,
218
+ hl7.fhir.us.davinci-crd_2.0.1,161,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: ... If additional information (e.g. number to call) is available, it MAY also be included in the message to the user.",MAY,Server,,
219
+ hl7.fhir.us.davinci-crd_2.0.1,162,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: ... the CRD Server SHALL use the 400 ... codes in a manner consistent with the FHIR RESTful Create Action, specifically: 400 - Bad Request - The request is not parsable as JSON",SHALL,Server,,
220
+ hl7.fhir.us.davinci-crd_2.0.1,163,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#supported-hooks,"In the absence of guidance from the CDS Hooks specification, CRD Servers are expected to conform to the following rules when responding to requests from a CRD Client: ... the CRD Server SHALL use the ... 422 codes in a manner consistent with the FHIR RESTful Create Action, specifically: ... 422 - Unprocessable Entity - The request is valid JSON, but is not conformant to CDS Hooks, FHIR resources, or required profiles",SHALL,Server,,
221
+ hl7.fhir.us.davinci-crd_2.0.1,164,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,"CRD Servers SHALL, at minimum, return a [Coverage Information](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-ext-coverage-information.html) system action for these [[Appointment Book](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book), [Orders Sign](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign), and [Order Dispatch](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch)] hooks, even if the response indicates that further information is needed or that the level of detail provided is insufficient to determine coverage",SHALL,Server,,
222
+ hl7.fhir.us.davinci-crd_2.0.1,165,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,"These [[Orders Select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select), [Encounter Start](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start), and [Encounter Discharge](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge)] hooks MAY return cards or system actions, but are not expected to, and CRD clients are free to ignore any cards or actions returned.",MAY,Server,,
223
+ hl7.fhir.us.davinci-crd_2.0.1,166,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,(CRD clients SHOULD use the configuration options to instruct CRD servers to not even try to return cards if they do not intend to display/process them.),SHOULD,Client,,
224
+ hl7.fhir.us.davinci-crd_2.0.1,167,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,"If Coverage Information is returned for these [[Orders Select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select), [Encounter Start](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start), and [Encounter Discharge](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge)] hooks, it SHALL NOT include messages indicating a need for [clinical](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-AdditionalDocumentation.html) or [administrative](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-AdditionalDocumentation.html) information",SHALL NOT,Server,,
225
+ hl7.fhir.us.davinci-crd_2.0.1,168,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,"For the sake of interoperability, implementers are expected to adhere to the interface defined in the specified version of each hook,",SHALL,Server,,
226
+ hl7.fhir.us.davinci-crd_2.0.1,169,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#hook-categories,CRD Servers SHALL handle unrecognized context elements by ignoring them.,SHALL,Server,,
227
+ hl7.fhir.us.davinci-crd_2.0.1,170,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,[Servers SHALL support] version 1.0 of the [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/)] hook.,SHALL,Server,,
228
+ hl7.fhir.us.davinci-crd_2.0.1,171,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,[Clients SHALL support] version 1.0 of the [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/)] hook.,SHALL,Client,,
229
+ hl7.fhir.us.davinci-crd_2.0.1,172,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"This [appointment-book] hook would be triggered when the user of a CRD Client books a future appointment for a patient with themselves, with someone else within their organization, or with another organization. (Note that whether the CRD Client will create an appointment - triggering the `appointment-book` hook - or a ServiceRequest - triggering an `order-select` or `order-sign` hook - can vary depending on the service being booked and the organizations involved.)",SHALL,Client,,
230
+ hl7.fhir.us.davinci-crd_2.0.1,173,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"[In response to an [appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/) hook call, Servers may return] requirements related to the intended location and/or participants (e.g. warnings about out-of-network)",MAY,Server,,
231
+ hl7.fhir.us.davinci-crd_2.0.1,174,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"[In response to an [appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/) hook call, Servers may return] Requirements related to the service being booked (e.g. Is prior authorization needed? Is the service covered? Is the indication appropriate? Is special documentation required?)",MAY,Server,,
232
+ hl7.fhir.us.davinci-crd_2.0.1,175,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"[In response to an [appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/) hook call, Servers may return] Requirements related to the timing of the service (e.g. is the coverage still expected to be in effect? is the service too soon since the last service of that type?)",MAY,Server,,
233
+ hl7.fhir.us.davinci-crd_2.0.1,176,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"[In response to an [appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/) hook call, Servers may return] Reminders about additional services that are recommended to be scheduled or booked for the same patient - either as part of the scheduled encounter or as part of additional appointments that could be created at the same time",MAY,Server,,
234
+ hl7.fhir.us.davinci-crd_2.0.1,177,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,[For the appointment-book hook] The profiles expected to be used for the resources resolved to by the userId … are … [profile-practitioner](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-practitioner.html) [or] [us-core-practitionerrole](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-practitionerrole.html),SHOULD,Client,,
235
+ hl7.fhir.us.davinci-crd_2.0.1,178,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,[For the appointment-book hook] The profiles expected to be used for the resources resolved to by the … patientId … are … [profile-patient](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-patient.html),SHOULD,Client,,
236
+ hl7.fhir.us.davinci-crd_2.0.1,179,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,[For the appointment-book hook] The profiles expected to be used for the resources resolved to by the … encounterId … are … [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html),SHOULD,Client,,
237
+ hl7.fhir.us.davinci-crd_2.0.1,180,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,<html>[for the appointment-book hook] The profiles expected to be used for the resources resolved to by the … `appointments` … are …<b> </b>[profile-appointment](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-appointment.html)</html>,SHOULD,Client,,
238
+ hl7.fhir.us.davinci-crd_2.0.1,181,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"While this [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/2023SepSTU1Ballot/appointment-book/)] hook supports userIds of Patient and RelatedPerson, for CRD purposes it is enough to support Practitioner and PractitionerRole. [For the appointment-book hooks] upport for Patient and RelatedPerson as users is optional [([published v1.0 link](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/))]",MAY,Server,,
239
+ hl7.fhir.us.davinci-crd_2.0.1,182,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,CRD Servers MAY use this [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/)] hook as a basis for associating a patient with a particular practitioner from a payer attribution perspective.,MAY,Server,,
240
+ hl7.fhir.us.davinci-crd_2.0.1,183,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"CRD clients... SHALL, at minimum, support ... processing the [Coverage Information](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-ext-coverage-information.html) system action for all invocations of this [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/)] hook.",SHALL,Client,,
241
+ hl7.fhir.us.davinci-crd_2.0.1,184,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#appointment-book,"CRD servers SHALL, at minimum, support returning ... the [Coverage Information](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-ext-coverage-information.html) system action for all invocations of this [[appointment-book](https://cds-hooks.hl7.org/hooks/appointment-book/STU1/appointment-book/)] hook.",SHALL,Server,,
242
+ hl7.fhir.us.davinci-crd_2.0.1,185,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,[Servers SHALL support] version 1.0 of the [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/2023SepSTU1Ballot/encounter-start/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start/))],SHALL,Server,,
243
+ hl7.fhir.us.davinci-crd_2.0.1,186,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,[Clients SHALL support] version 1.0 of the [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/2023SepSTU1Ballot/encounter-start/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start/))],SHALL,Client,,
244
+ hl7.fhir.us.davinci-crd_2.0.1,187,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,"This [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start/)] hook would be triggered when a patient is admitted, a patient arrives for an out-patient visit, and/or when a provider first engages with a patient during an encounter.",SHALL,Client,,
245
+ hl7.fhir.us.davinci-crd_2.0.1,188,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,"The advice returned [by servers] for this [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start)] hook would include the same sorts of advice as provided for using appointment-book [including: ""requirements related to the intended location and/or participants (e.g. warnings about out-of-network)""]",MAY,Server,,
246
+ hl7.fhir.us.davinci-crd_2.0.1,189,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,"The advice returned [by servers] for this [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start)] hook would include the same sorts of advice as provided for using appointment-book [including: ""Requirements related to the service being booked (e.g. Is prior authorization needed? Is the service covered? Is the indication appropriate? Is special documentation required?)""]",MAY,Server,,
247
+ hl7.fhir.us.davinci-crd_2.0.1,190,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,"The advice returned [by servers] for this [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start)] hook would include the same sorts of advice as provided for using appointment-book [including: ""Requirements related to the timing of the service (e.g. is the coverage still expected to be in effect? is the service too soon since the last service of that type?)""]",MAY,Server,,
248
+ hl7.fhir.us.davinci-crd_2.0.1,191,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,"The advice returned [by servers] for this [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start)] hook would include the same sorts of advice as provided for using appointment-book [including: ""Reminders about additional services that are recommended to be scheduled or booked for the same patient - either as part of the scheduled encounter or as part of additional appointments that could be created at the same time""]",MAY,Server,,
249
+ hl7.fhir.us.davinci-crd_2.0.1,192,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,[For the enounter-start hook] The profiles expected to be used for the resources resolved to by the userId … are … [profile-practitioner](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-practitioner.html) [or] [us-core-practitionerrole](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-practitionerrole.html),SHOULD,Client,,
250
+ hl7.fhir.us.davinci-crd_2.0.1,193,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,[For the enounter-start hook] The profiles expected to be used for the resources resolved to by the … patientId … are … [profile-patient](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-patient.html),SHOULD,Client,,
251
+ hl7.fhir.us.davinci-crd_2.0.1,194,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,[For the enounter-start hook] The profiles expected to be used for the resources resolved to by the … encounterId … are … [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html),SHOULD,Client,,
252
+ hl7.fhir.us.davinci-crd_2.0.1,195,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-start,CRD Servers MAY use this [[encounter-start](https://cds-hooks.hl7.org/hooks/encounter-start/STU1/encounter-start)] hook as a basis for associating a patient with a particular practitioner from a payer attribution perspective.,MAY,Server,,
253
+ hl7.fhir.us.davinci-crd_2.0.1,196,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,[Servers SHALL support] version 1.0 of the [[encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/2023SepSTU1Ballot/encounter-discharge/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/))],SHALL,Server,,
254
+ hl7.fhir.us.davinci-crd_2.0.1,197,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,[Clients SHALL support] version 1.0 of the [[encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/2023SepSTU1Ballot/encounter-discharge/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/))],SHALL,Client,,
255
+ hl7.fhir.us.davinci-crd_2.0.1,198,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,This [[encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/)] hook would generally be specific to an in-patient encounter and would fire when a provider is performing the discharge process within the CRD Client.,SHOULD,Server,,
256
+ hl7.fhir.us.davinci-crd_2.0.1,199,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,"[In response to an [encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/) hook call, [clients should] Verify that documentation requirements for the services performed have been met to ensure the services provided can be reimbursed",SHOULD,Client,,
257
+ hl7.fhir.us.davinci-crd_2.0.1,200,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,"[In response to an [encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/) hook call, [clients should] Ensure that required follow-up planning is complete and appropriate transfer of care has been arranged, particularly for accountable care models",SHOULD,Client,,
258
+ hl7.fhir.us.davinci-crd_2.0.1,201,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,[for the [encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/) hook] The profiles expected to be used for the resources resolved to by the userId … are … [profile-practitioner](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-practitioner.html) [or] [us-core-practitionerrole](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-practitionerrole.html),MAY,Client,,
259
+ hl7.fhir.us.davinci-crd_2.0.1,202,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,[for the [encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/) hook] The profiles expected to be used for the resources resolved to by the … patientId … are … [profile-patient](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-patient.html),MAY,Client,,
260
+ hl7.fhir.us.davinci-crd_2.0.1,203,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#encounter-discharge,[for the [encounter-discharge](https://cds-hooks.hl7.org/hooks/encounter-discharge/STU1/encounter-discharge/) hook] The profiles expected to be used for the resources resolved to by the … encounterId … are … [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html),MAY,Client,,
261
+ hl7.fhir.us.davinci-crd_2.0.1,204,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch,[Servers SHALL support] version 1.0 of the [[order-dispatch](https://cds-hooks.hl7.org/hooks/order-dispatch/2023SepSTU1Ballot/order-dispatch/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-dispatch/STU1/order-dispatch/))],SHALL,Server,,
262
+ hl7.fhir.us.davinci-crd_2.0.1,205,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch,[Clients SHALL support] version 1.0 of the [[order-dispatch](https://cds-hooks.hl7.org/hooks/order-dispatch/2023SepSTU1Ballot/order-dispatch/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-dispatch/STU1/order-dispatch/))],SHALL,Client,,
263
+ hl7.fhir.us.davinci-crd_2.0.1,206,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch,CRD Servers MAY use this [[order-dispatch](https://cds-hooks.hl7.org/hooks/order-dispatch/STU1/order-dispatch/)] hook as a basis for associating a patient with a particular practitioner from a payer attribution perspective.,MAY,Server,,
264
+ hl7.fhir.us.davinci-crd_2.0.1,207,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-dispatch,"CRD clients and servers SHALL, at minimum, support returning and processing the [Coverage Information](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-ext-coverage-information.html) system action for all invocations of this [[order-dispatch](order-dispatch](https://cds-hooks.hl7.org/hooks/order-dispatch/STU1/order-dispatch/)] hook",SHALL,"Client, Server",,
265
+ hl7.fhir.us.davinci-crd_2.0.1,208,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,[Servers SHALL support] version 1.0 of the [[order-select](https://cds-hooks.hl7.org/hooks/order-select/2023SepSTU1Ballot/order-select/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/))],SHALL,Server,,
266
+ hl7.fhir.us.davinci-crd_2.0.1,209,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,[Clients SHALL support] version 1.0 of the [[order-select](https://cds-hooks.hl7.org/hooks/order-select/2023SepSTU1Ballot/order-select/)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/))],SHALL,Client,,
267
+ hl7.fhir.us.davinci-crd_2.0.1,210,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,Coverage requirements [returned from the [order-select hook](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/)] SHOULD be limited only to those resources that are included in the `selections` context,SHOULD,Server,,
268
+ hl7.fhir.us.davinci-crd_2.0.1,211,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,the content of other [resources that are not included in the `selections` context] resources [[for the order-select hook](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/)] SHOULD also be considered before making recommendations about what additional actions are necessary. (I.e. don’t recommend an action if there’s already a draft order to perform that action.),SHOULD,Server,,
269
+ hl7.fhir.us.davinci-crd_2.0.1,212,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,[For the [order-select](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/) hook] the profiles expected to be used for the resources resolved to by the `patientId` [are] [profile-patient](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-patient.html),SHOULD,Server,,
270
+ hl7.fhir.us.davinci-crd_2.0.1,213,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,[For the [order-select](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/) hook] the profiles expected to be used for the resources resolved to by the … `encounterId` [are] [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html),SHOULD,Server,,
271
+ hl7.fhir.us.davinci-crd_2.0.1,214,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,"[for the [order-select](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/) hook] The profiles expected to be used for the resources resolved to by the ... `draftOrders` context element [are] [profile-devicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-devicerequest.html), [profile-medicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-medicationrequest.html), [profile-nutritionorder](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-nutritionorder.html), [profile-visionprescription](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-visionprescription.html), [and] [profile-servicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-servicerequest.html)",SHOULD,Server,,
272
+ hl7.fhir.us.davinci-crd_2.0.1,215,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,"While this [order-select](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/)] hook does not explicitly list PractitionerRole [([us-core-practitionerrole](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-practitionerrole.html)) in addition to [profile-practitioner](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-practitioner.html)] as an expected resource type for userId, it is not prohibited and is included to allow linking the user to a Practitioner in a specific role acting on behalf of a specific Organization.",SHOULD,Server,,
273
+ hl7.fhir.us.davinci-crd_2.0.1,216,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select,This [[order-select](https://cds-hooks.hl7.org/hooks/order-select/STU1/order-select/)] hook MAY be used in scenarios that don’t involve creating a true order,MAY,Server,,
274
+ hl7.fhir.us.davinci-crd_2.0.1,217,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,[Servers SHALL support] version 1.0 of the [[order-sign](https://cds-hooks.org/hooks/order-sign/2020May/order-sign)] Hook. [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/))],SHALL,Server,,
275
+ hl7.fhir.us.davinci-crd_2.0.1,218,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,[Clients SHALL support] version 1.0 of the [[order-sign](https://cds-hooks.org/hooks/order-sign/2020May/order-sign)] Hook [([published v1.0 link](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/))],SHALL,Client,,
276
+ hl7.fhir.us.davinci-crd_2.0.1,219,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,[[For the order-sign hook](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/)] It’s appropriate to provide warnings if there is insufficient information to determine coverage requirements.,MAY,Server,,
277
+ hl7.fhir.us.davinci-crd_2.0.1,220,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,Use and profiles for [order-select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select) also apply to [order-sign](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/) [including: the profiles expected to be used for the resources resolved to by the `patientId`are [profile-patient](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-patient.html)],SHOULD,Server,,
278
+ hl7.fhir.us.davinci-crd_2.0.1,221,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,Use and profiles for [order-select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select) also apply to [order-sign](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/) [including: the profiles expected to be used for the resources resolved to by the … `encounterId` are [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html)],SHOULD,Server,,
279
+ hl7.fhir.us.davinci-crd_2.0.1,222,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,"Use and profiles for [order-select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select) also apply to [order-sign](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/) [including: The profiles expected to be used for the resources resolved to by the ... `draftOrders` context element [are] [profile-devicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-devicerequest.html), [profile-medicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-medicationrequest.html), [profile-nutritionorder](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-nutritionorder.html), [profile-visionprescription](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-visionprescription.html), [profile-servicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-servicerequest.html)]",SHOULD,Server,,
280
+ hl7.fhir.us.davinci-crd_2.0.1,223,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,"Use and profiles for [order-select](https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-select) also apply to [order-sign](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/) [including: while this hook does not explicitly list PractitionerRole [([us-core-practitionerrole](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-practitionerrole.html)) in addition to [profile-practitioner](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-practitioner.html)] as an expected resource type for userId, it is not prohibited and is included to allow linking the user to a Practitioner in a specific role acting on behalf of a specific Organization.]",SHOULD,Server,,
281
+ hl7.fhir.us.davinci-crd_2.0.1,224,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,CRD Servers MAY use this [[order-sign hook](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/)] hook as a basis for associating a patient with a particular practitioner from a payer attribution perspective.,MAY,Server,,
282
+ hl7.fhir.us.davinci-crd_2.0.1,225,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,"CRD clients ... SHALL, at minimum, support returning … processing the Coverage Information system action for all invocations of this [[order-sign hook](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/)] hook.",SHALL,Client,,
283
+ hl7.fhir.us.davinci-crd_2.0.1,226,https://hl7.org/fhir/us/davinci-crd/STU2/hooks.html#order-sign,"CRD... servers SHALL, at minimum, support... processing the Coverage Information system action for all invocations of this [[order-sign hook](https://cds-hooks.hl7.org/hooks/order-sign/STU1/order-sign/)] hook.",SHALL,Server,,
284
+ hl7.fhir.us.davinci-crd_2.0.1,227,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"The `Card.indicator` SHOULD be populated from the perspective of the clinical decision maker, not the payer.",SHOULD,Server,,
285
+ hl7.fhir.us.davinci-crd_2.0.1,228,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,Most Coverage Requirements SHOULD be marked as ‘info’.,SHOULD,Server,,
286
+ hl7.fhir.us.davinci-crd_2.0.1,229,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"While failure to procure a prior authorization might be ‘critical’ from the perspective of payment, it would be - at best - a ‘warning’ from the perspective of clinical care. ‘critical’ must be reserved for reporting life or death or serious clinical outcomes. Issues where the proposed course of action will negatively affect the ability of the payer or patient to be reimbursed would generally be a ‘warning’",SHOULD,Server,,
287
+ hl7.fhir.us.davinci-crd_2.0.1,230,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"The `Card.source.label` SHOULD be populated with an insurer name that the user and patient would recognize (i.e. the responsible insurer on the patient’s insurance card), including in situations where coverage recommendations are being returned by a benefits manager or intermediary operating the CRD Server on behalf of the payer.",SHOULD,Server,,
288
+ hl7.fhir.us.davinci-crd_2.0.1,231,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"If an insurer is providing recommendations from another authority (e.g. a clinical society), the society’s name and logo might be displayed, though usually only with the permission of that organization.",SHOULD,Server,,
289
+ hl7.fhir.us.davinci-crd_2.0.1,232,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"`Card.source.topic` SHALL be populated, and has an [extensible](http://www.hl7.org/fhir/terminologies.html#extensible) binding to the ValueSet [CRD Card Types](https://hl7.org/fhir/us/davinci-crd/STU2/ValueSet-cardType.html).",SHOULD,Server,,
290
+ hl7.fhir.us.davinci-crd_2.0.1,233,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,`Card.summary` SHOULD provide actionable information. “Coverage alert” would not be very helpful. “Drug not covered. Covered alternatives available” or “Prior authorization required” would be better.,SHOULD,Server,,
291
+ hl7.fhir.us.davinci-crd_2.0.1,234,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,`Card.detail` and/or external links SHOULD only be provided when coverage recommendations can’t be clearly provided in the 140-character limit of `Card.summary`.,SHOULD,Server,,
292
+ hl7.fhir.us.davinci-crd_2.0.1,235,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"`Card.detail` SHOULD provide graduated information, with critical information being provided in the first paragraph and less critical information towards the end of the page.",SHOULD,Server,,
293
+ hl7.fhir.us.davinci-crd_2.0.1,236,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,`card.detail` SHOULD provide enough context that a user can determine whether it is worth the precious seconds to launch an app or external link or not - ideally providing a sense of where to look for and how to use whatever link or app they do launch in the specific context of the order they’re making at the time.,SHOULD,Server,,
294
+ hl7.fhir.us.davinci-crd_2.0.1,237,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"Keep the number of cards manageable. Consider whether user workflow will be faster with separate cards for each link or a single card having multiple links. Typically, using the smallest number of cards that still support descriptive actionable summaries is best.",SHOULD,Server,,
295
+ hl7.fhir.us.davinci-crd_2.0.1,238,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"When providing links, don’t send the user to the first page of an 80+ page PDF. Keep document size short and/or provide linking directly to the section that is relevant for the context.",SHOULD,Server,,
296
+ hl7.fhir.us.davinci-crd_2.0.1,239,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"While links are permitted in the markdown content of `Card.detail`, support for this is not universal, so links SHOULD also be provided in `Card.link`.",SHOULD,Server,,
297
+ hl7.fhir.us.davinci-crd_2.0.1,240,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,card options SHOULD provide sufficient information for a user to perform record changes manually if automated support isn’t possible.,SHOULD,Server,,
298
+ hl7.fhir.us.davinci-crd_2.0.1,241,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,"Where [systemActions](https://cds-hooks.hl7.org/2.0/#system-action) are used, CRD Servers SHOULD NOT return equivalent information in a card for user display.",SHOULD NOT,Server,,
299
+ hl7.fhir.us.davinci-crd_2.0.1,242,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#cards-profiles,It is the responsibility of the CRD Client to determine how best to present the results of the newly created or revised records.,SHOULD,Client,,
300
+ hl7.fhir.us.davinci-crd_2.0.1,243,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"conformant CRD Clients SHALL support the [External Reference](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference), … response",SHALL,Client,,
301
+ hl7.fhir.us.davinci-crd_2.0.1,244,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"conformant CRD Clients SHALL support the ... [Instructions](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#instructions), … response",SHALL,Client,,
302
+ hl7.fhir.us.davinci-crd_2.0.1,245,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,conformant CRD Clients SHALL support the... [Coverage Information](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information) response,SHALL,Client,,
303
+ hl7.fhir.us.davinci-crd_2.0.1,246,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,conformant CRD Clients... SHOULD support the remaining types [of [Responses](https://cds-hooks.hl7.org/2.0/#cds-service-response)].,SHOULD,Client,,
304
+ hl7.fhir.us.davinci-crd_2.0.1,247,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"CRD Servers SHALL, at minimum, demonstrate an ability to return cards with the following type: [Coverage](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information)... card types",SHALL,Server,,
305
+ hl7.fhir.us.davinci-crd_2.0.1,248,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"CRD Servers SHALL, at minimum, demonstrate an ability to return cards with the following type: ... [External Reference](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference) ... card types",SHALL,Server,,
306
+ hl7.fhir.us.davinci-crd_2.0.1,249,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"CRD Servers SHALL, at minimum, demonstrate an ability to return cards with the following type: ... [Instructions](https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#instructions) card types",SHALL,Server,,
307
+ hl7.fhir.us.davinci-crd_2.0.1,250,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,Provision of ... decision support cards outside the coverage and documentation requirements space is optional (for both server and client).,MAY,Server,,
308
+ hl7.fhir.us.davinci-crd_2.0.1,251,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,[A]cceptance of decision support cards outside the coverage and documentation requirements space is optional (for both server and client).,MAY,Client,,
309
+ hl7.fhir.us.davinci-crd_2.0.1,252,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,CRD Servers that provide decision support for non-coverage/documentation areas SHALL check that the CRD client does not have the information within its store that would allow it to detect the issue itself.,SHALL,Server,,
310
+ hl7.fhir.us.davinci-crd_2.0.1,253,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"[for non-coverage/documentation areas] If the information already exists in the CRD client, then the obligation is on the CRD Client to manage the issue detection and reporting in its own manner and CRD Servers should not get involved.",SHOULD NOT,Server,,
311
+ hl7.fhir.us.davinci-crd_2.0.1,254,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"In this case, [where the CRD Client provide resources, such as MedicationRequest, in the CDS Hook request context object] the CDS Client must maintain a stable identifier for these temporary resources to allow CRD responses to refer to them in CDS Hook Actions.",SHALL,Client,,
312
+ hl7.fhir.us.davinci-crd_2.0.1,255,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"When a Coverage Information card type indicating that additional clinical documentation is needed and the CRD client supports DTR, CRD Clients SHALL ensure that clinical users have an opportunity to launch the DTR app as part of the current workflow.",SHALL,Client,,
313
+ hl7.fhir.us.davinci-crd_2.0.1,256,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"Where a Coverage Information indicates that additional administrative documentation is needed, CRD Clients SHOULD allow clinical users to have an opportunity to launch the DTR app",SHOULD,Client,,
314
+ hl7.fhir.us.davinci-crd_2.0.1,257,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#potential-crd-response-types,"Where a Coverage Information indicates that additional administrative documentation is needed, CRD Clients ... SHOULD make it clear that the information to be captured is non-clinical.",SHOULD,Client,,
315
+ hl7.fhir.us.davinci-crd_2.0.1,258,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference,"Card with one or more links to external web pages, PDFs, or other resources that provide relevant coverage information ... SHALL have at least one `Card.link`.",SHALL,Server,,
316
+ hl7.fhir.us.davinci-crd_2.0.1,259,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference,[For External Reference cards with `Card.link` t]he `Link.type` SHALL have a type of “absolute”.,SHALL,Server,,
317
+ hl7.fhir.us.davinci-crd_2.0.1,260,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference,"[A]n “External Reference” card [Card with one or more links to external web pages, PDFs, or other resources] SHOULD contain a summary of the actionable information from the external reference.",SHOULD,Server,,
318
+ hl7.fhir.us.davinci-crd_2.0.1,261,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#external-reference,"[L]inks provided [in cards with one or more links to external web pages, PDFs, or other resources] SHOULD be ‘deep’ links that take the user to the specific place in the documentation relevant to the current hook context to minimize provider reading and navigation time.",SHOULD,Server,,
319
+ hl7.fhir.us.davinci-crd_2.0.1,262,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,[For the coverage information response type] qualifiers around when the coverage assertion is considered valid SHALL be included as part of the annotation,SHALL,Server,,
320
+ hl7.fhir.us.davinci-crd_2.0.1,263,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"If a CRD client submits a claim related to an order for which it has received a coverage-information extension for the coverage type associated with the claim, that claim SHALL include the `coverage-assertion-id` and, if applicable, the `satisfied-pa-id` in the X12 837 K3 segment.",SHALL,Client,,
321
+ hl7.fhir.us.davinci-crd_2.0.1,264,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"If multiple extension repetitions are present, all repetitions referencing differing insurance (coverage-information.coverage) SHALL have distinct coverage-assertion-ids and satisfied-pa-ids (if present).",SHALL,Server,,
322
+ hl7.fhir.us.davinci-crd_2.0.1,265,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"Where multiple repetions apply to the same coverage, they *SHALL have the same coverage-assertion-ids and satisfied-pa-ids (if present).",SHALL,Server,,
323
+ hl7.fhir.us.davinci-crd_2.0.1,266,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,Systems MAY fire calls related to orders even if there is already a coverage assertion recorded on the order.,MAY,Client,,
324
+ hl7.fhir.us.davinci-crd_2.0.1,267,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,[For the coverage information response type] payers SHALL NOT send a system action to update the order [when coverage details have been returned previously] unless something is new.,SHALL NOT,Server,,
325
+ hl7.fhir.us.davinci-crd_2.0.1,268,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,Payers SHOULD take into account the previous decision in deciding how much processing is necessary before returning a response,SHOULD,Server,,
326
+ hl7.fhir.us.davinci-crd_2.0.1,269,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"If a coverage-information extension indicates the need to collect additional information (via ‘info-needed’), the extension SHOULD include a reference to the Questionnaire(s) to be completed.",SHOULD,Server,,
327
+ hl7.fhir.us.davinci-crd_2.0.1,270,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"If the payer does not support DTR for the type of information needed, the CRD service MAY provide a ‘link’ or ‘information’ card pointing to the forms or portal to use to capture the additional information",SHOULD,Server,,
328
+ hl7.fhir.us.davinci-crd_2.0.1,271,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,[Where the CRD service provides a ‘link’ or ‘information’ card] The link SHOULD NOT require user authentication (i.e. no log-on needed) when accessing downloadable forms.,SHOULD NOT,Server,,
329
+ hl7.fhir.us.davinci-crd_2.0.1,272,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed ... appointment being updated SHALL comply with the ... [profile-appointment](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-appointment.html) [profile]",SHALL,Server,,
330
+ hl7.fhir.us.davinci-crd_2.0.1,273,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed [device] order ... being updated SHALL comply with the ... [profile-devicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-devicerequest.html) [profile]",SHALL,Server,,
331
+ hl7.fhir.us.davinci-crd_2.0.1,274,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed [medication] order ... being updated SHALL comply with the ... [profile-medicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-medicationrequest.html) [profile]",SHALL,Server,,
332
+ hl7.fhir.us.davinci-crd_2.0.1,275,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed [nutrition] order ... being updated SHALL comply with the ... [profile-nutritionorder](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-nutritionorder.html) [profile]",SHALL,Server,,
333
+ hl7.fhir.us.davinci-crd_2.0.1,276,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed [service] order … being updated SHALL comply with the ... [profile-servicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-servicerequest.html) [profile]",SHALL,Server,,
334
+ hl7.fhir.us.davinci-crd_2.0.1,277,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"When using this [coverage information] response type, the proposed [vision] order … being updated SHALL comply with the ... [profile-visionprescription](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-visionprescription.html) [profile]",SHALL,Server,,
335
+ hl7.fhir.us.davinci-crd_2.0.1,278,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"CRD clients... SHALL support the new CDS Hooks system action functionality to cause annotations to automatically be stored on the relevant request, appointment, etc. without any user intervention.",SHALL,Client,,
336
+ hl7.fhir.us.davinci-crd_2.0.1,279,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"CRD ... services SHALL support the new CDS Hooks system action functionality to cause annotations to automatically be stored on the relevant request, appointment, etc. without any user intervention.",SHALL,Server,,
337
+ hl7.fhir.us.davinci-crd_2.0.1,280,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,"In this case, [Where CRD clients and services support the new CDS Hooks system action functionality to cause annotations to automatically be stored on the relevant request, appointment, etc.] the discrete information propagated into the order extension SHALL be available to the user for viewing",SHALL,Client,,
338
+ hl7.fhir.us.davinci-crd_2.0.1,281,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#coverage-information,CRD clients MAY be configured to not execute system actions under some circumstances - e.g. if the order has been cancelled/abandoned.,MAY,Client,,
339
+ hl7.fhir.us.davinci-crd_2.0.1,282,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,[for the Propose Alternate Request response type] Each suggestion SHOULD contain either a single “update” action to revise the existing proposed order; or a “delete” action for the current proposed order and a “create” action for the new proposed order,SHOULD,Server,,
340
+ hl7.fhir.us.davinci-crd_2.0.1,283,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,The choice of “update” vs. “delete + create” SHOULD be based on how significant the change is and how relevant other decision support on the original request will still be,SHOULD,Server,,
341
+ hl7.fhir.us.davinci-crd_2.0.1,284,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed orders (and any associated resources) SHALL comply with the [profile-device](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-device.html) profile",SHALL,Client,,
342
+ hl7.fhir.us.davinci-crd_2.0.1,285,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [device] orders (and any associated resources) SHALL comply with the [profile-devicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-devicerequest.html) profile",SHALL,Client,,
343
+ hl7.fhir.us.davinci-crd_2.0.1,286,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [encounter] orders (and any associated resources) SHALL comply with the [profile-encounter](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-encounter.html) profile",SHALL,Client,,
344
+ hl7.fhir.us.davinci-crd_2.0.1,287,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [medication] orders (and any associated resources) SHALL comply with the [profile-medicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-medicationrequest.html) profile [and referenced Medications SHALL comply with the [us-core-medication](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-medication.html) profile.]",SHALL,Client,,
345
+ hl7.fhir.us.davinci-crd_2.0.1,288,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [nutrition] orders (and any associated resources) SHALL comply with the [profile-nutritionorder](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-nutritionorder.html) profile",SHALL,Client,,
346
+ hl7.fhir.us.davinci-crd_2.0.1,289,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [service] orders (and any associated resources) SHALL comply with the [profile-servicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-servicerequest.html) profile",SHALL,Client,,
347
+ hl7.fhir.us.davinci-crd_2.0.1,290,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#propose-alternate-request,"When using this [Propose alternate request] response type, the proposed [vision] orders (and any associated resources) SHALL comply with the [profile-visionprescription](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-visionprescription.html) profile",SHALL,Client,,
348
+ hl7.fhir.us.davinci-crd_2.0.1,291,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#identify-additional-orders-as-companionsprerequisites-for-current-order,"When using this [Identify additional orders as companions/prerequisites for current order] response type, the proposed [communication] orders (and any associated resources) SHALL comply with the [profile-communicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-communicationrequest.html) profile",SHALL,Client,,
349
+ hl7.fhir.us.davinci-crd_2.0.1,292,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#identify-additional-orders-as-companionsprerequisites-for-current-order,"When using this [Identify additional orders as companions/prerequisites for current order] response type, the proposed orders (and any associated resources) SHALL comply with the [profile-devicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-devicerequest.html) profile [and referenced devices SHALL comply with the [profile-device](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-device.html) profile]",SHALL,Client,,
350
+ hl7.fhir.us.davinci-crd_2.0.1,293,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#identify-additional-orders-as-companionsprerequisites-for-current-order,"When using this [Identify additional orders as companions/prerequisites for current order] response type, the proposed orders (and any associated resources) SHALL comply with the [profile-medicationrequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-medicationrequest.html) profile [and referenced medications SHALL comply with the [us-core-medication](http://hl7.org/fhir/us/core/STU3.1.1/StructureDefinition-us-core-medication.html) profile]",SHALL,Client,,
351
+ hl7.fhir.us.davinci-crd_2.0.1,294,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#identify-additional-orders-as-companionsprerequisites-for-current-order,"When using this [Identify additional orders as companions/prerequisites for current order] response type, the proposed [service] orders (and any associated resources) SHALL comply with the [profile-servicerequest](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-servicerequest.html) profile",SHALL,Client,,
352
+ hl7.fhir.us.davinci-crd_2.0.1,295,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#identify-additional-orders-as-companionsprerequisites-for-current-order,"When using this [Identify additional orders as companions/prerequisites for current order] response type, the proposed [vision] orders (and any associated resources) SHALL comply with the [profile-visionprescription](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-visionprescription.html) profile",SHALL,Client,,
353
+ hl7.fhir.us.davinci-crd_2.0.1,296,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,"Instead of using a card, [for the Request form completion response type] CRD services MAY opt to use a [systemAction](https://cds-hooks.hl7.org/2.0/#system-action) instead",MAY,Server,,
354
+ hl7.fhir.us.davinci-crd_2.0.1,297,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,CRD clients supporting this [Request form completion] card type SHALL support either approach [Card or systemAction],SHALL,Client,,
355
+ hl7.fhir.us.davinci-crd_2.0.1,298,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,This [Request form completion] card type SHOULD only be used when DTR is not available or applicable,SHOULD,Server,,
356
+ hl7.fhir.us.davinci-crd_2.0.1,299,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,"When using this [Request form completion] response type, the proposed orders (and any associated resources) SHALL comply with the [profile-taskquestionaire](https://hl7.org/fhir/us/davinci-crd/STU2/StructureDefinition-profile-taskquestionnaire.html) profile",SHALL,Server,,
357
+ hl7.fhir.us.davinci-crd_2.0.1,300,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,[for the Request form completion response type] CRD Servers SHOULD use questionnaires that are compliant with either the [Argonaut Questionnaire profiles](https://github.com/argonautproject/questionnaire) (for forms to be completed within the CRD client) or the [Structured Data Capture profiles](http://hl7.org/fhir/uv/sdc/index.html) (for more sophisticated forms to be created within a SMART on FHIR app or through an external service).,SHOULD,Server,,
358
+ hl7.fhir.us.davinci-crd_2.0.1,301,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#request-form-completion,[for the Request form completion response type] CRD Clients SHOULD retain a copy of all completed forms for future reference.,SHOULD,Client,,
359
+ hl7.fhir.us.davinci-crd_2.0.1,302,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#create-or-update-coverage-information,"Instead of using a card, [for the Create or update coverage information response type] CRD services MAY opt to use a [systemAction](https://cds-hooks.hl7.org/2.0/#system-action) instead",MAY,Server,,
360
+ hl7.fhir.us.davinci-crd_2.0.1,303,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#create-or-update-coverage-information,CRD clients supporting this [Create or update coverage information] card type SHALL support either approach [Card or systemAction],SHALL,Client,,
361
+ hl7.fhir.us.davinci-crd_2.0.1,304,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#create-or-update-coverage-information,"[for the Create or update coverage information response type] If receiving a system action, a CRD client MAY opt to place the new or updated record in a holding area for human review rather than directly modifying their source of truth.",MAY,Client,,
362
+ hl7.fhir.us.davinci-crd_2.0.1,305,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#create-or-update-coverage-information,This [Create or update coverage information] CRD capability SHALL NOT be used in situations where regulation dictates the use of the X12 functionality.,SHALL NOT,Server,,
363
+ hl7.fhir.us.davinci-crd_2.0.1,306,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#create-or-update-coverage-information,This [Create or update coverage information] response will contain a single suggestion. The primary action will either be a suggestion to “update” an existing Coverage instance (if the CRD Client already has one) or to “create” a new Coverage instance if the CRD Server is aware of Coverage that the CRD Client is not.,SHALL,Server,,
364
+ hl7.fhir.us.davinci-crd_2.0.1,307,https://hl7.org/fhir/us/davinci-crd/STU2/cards.html#launch-smart-application,This [Launch SMART application] response type can cause the launching of ... [SMART] apps to occur in the context in which they are relevant to patient care and/or to payment-related decision-making,MAY,Client,,
365
+ hl7.fhir.us.davinci-crd_2.0.1,308,https://hl7.org/fhir/us/davinci-crd/STU2/implementation.html#suppressing-guidance,"Clients that [suppress certain types of payer guidance as being the ‘default’ presumption. E.g. “Covered, no prior authorization required”] … SHALL mitigate this potential for misinterpretation.",SHALL,Client,,
366
+ hl7.fhir.us.davinci-crd_2.0.1,309,https://hl7.org/fhir/us/davinci-crd/STU2/implementation.html#impact-on-payer-processes,CRD Servers will need to support … clinical terminologies [passed to the CRD server by the client] or map them to internally used billing terminologies when determining decision support results - such as whether a therapy is covered or requires prior authorization.,SHOULD,Server,,
367
+ hl7.fhir.us.davinci-crd_2.0.1,310,https://hl7.org/fhir/us/davinci-crd/STU2/implementation.html#impact-on-payer-processes,"Services will also need to consider that the mapping they perform between clinical terminologies and billing codes may be different than the bill coding process performed by the client system when claims are eventually submitted. This may mean that assertions about coverage or prior authorization requirements will need to be expressed conditionally. E.g. “Provided this service is billed as X, Y or Z, then prior authorization is not needed”.",SHOULD,Server,,
368
+ hl7.fhir.us.davinci-crd_2.0.1,311,https://hl7.org/fhir/us/davinci-crd/STU2/implementation.html#impact-on-payer-processes,"In situations where CRD Clients are aware of the likely billing codes at the time of ordering, they MAY send these codes as additional CodeableConcept.coding repetitions to assist in server processing.",MAY,Client,,