CDex Scenarios Description

Task Based Approach:
A system that needs information about a patient/member and which can solicit that information using the asynchronous CDEX Task based approach. For detailed documentation see:
http://build.fhir.org/ig/HL7/davinci-ecdx/task-based-approach.html

Example Transaction:

Task Based Approach

Submit unsolicited attachment:
 Provider invokes the '$submit-attachment' operation on the Payer's endpoint to attach a document to an existing Claim or Prior Authorization. The Data Consumer returns a success code For detailed documentation see:
http://build.fhir.org/ig/HL7/davinci-ecdx/sending-attachments.html

Example Transaction:

Submit Unsolicited Attachment

Requesting Attachments:
Payer solicits additional information for a claim or prior authorization using the asynchronous CDEX Task based approach. The actual data requested uses “attachments codes” or a FHIR Questionnaire. For detailed documentation see:
http://build.fhir.org/ig/HL7/davinci-ecdx/requesting-attachments-code.html

Example Transaction 1:

Example Transaction 2:

Request Attachment

Submit Solicited (Requested) Attachment:
 In response to a Payer's request for attachment using an attachment code or a questionnaire, the Provider collects the information and Provider invokes the '$submit-attachment' operation on the Payer's endpoint to attach a document or QuestionnaireResponse to an existing Claim or Prior Authorization. The Data Consumer returns a success code For detailed documentation see:
http://build.fhir.org/ig/HL7/davinci-ecdx/sending-attachments.html

Example Transaction 1:

Example Transaction 2:

Submit Solicited Attachments

Submit PAS Request Bundle to PAS RI using the $submit Operation:

Submit Prior Auth Request
Direct Query Type
&clinical-status=active,recurrance,remission
Proceed

Patient: [loading...]

Cancel

Data Request (Task) Created Workflow Type Status

[loading...]

Data Requests

Task Created Actions

Patient: [loading...]

Cancel

CDEX: Provider Unsolicited Attachment Transaction
Patient: [loading...]
Tracking control number:
Select a pre-existing tracking control number for this patient (if the list is empty it probably means the patient does not have any pre-existing claims or prior authorizations. You can make up your own custom tracking control number using the checkbox below or select another patient)
Custom tracking control number:
When the Tracking Control Number check box is selected, you can add your own custom tracking control number.


Custom tracking control number type:
When the Tracking Control Number check box is selected, you can select whether your own custom tracking control number is for a claim or prior authorization.
Custom payer endpoint:
When the Tracking Control Number check box is selected, you can specify a custom endpoint where the claim or prior authorization will be submitted.


Service date:
Enter date of service or starting date of the service for the claim or prior authorization. It is optional if the attachment is for a prior authorization.





Cancel Submit unsolicited attachment(s):
Click on Submit Attachment(s) button to invoke the $submit-attachment operation to submit unsolicited attachments
and the necessary information to associate them with the claim or prior authorization for claims
or prior authorization to Payer. The Payer will return an HTTP response


CDEX: Payer Response to Unsolicited Attachments Transaction

Parameter successfully created Parameter:
Payer Receives Body $submit-attachments operation Transaction which is a Parameters resource containing One or more attachments as FHIR Resources and Data elements for the association to the claim/prior authorization.

Attachment as a FHIR resource.
Non-FHIR attachment data is conveyed using the DocumentReference. Servers SHALL support the DocumentReference resource type and SHOULD support other types.

Operation outcome Status codes:
 When processing the operation, a server may return one of several status codes:
200 OK: Indicates that the server has accepted the clinical attachments.
If the attachments can not be associated with an existing claim or member, the server SHOULD return an OperationOutcome to inform the Data Source that the attachments are being held for a subsequent association to a claim or prior authorization.
4xx: Indicates some error in the submission. The client SHOULD interpret a 4xx response to indicate that there is no point in resubmitting the unaltered operation,
5xx: Indicates some system error. The client SHOULD interpret a 5xx response to indicate an unexpected error occurred on the part of the server, with the implication that it may be appropriate to resubmit the original operation.
The server SHOULD return an OperationOutcome with additional error information if the response code is 400 or greater. For example, if the payer does not know the claim or prior authorization, the OperationOutcome can alert the submitter to check whether they sent it to the wrong payer.

Claim:
 The Payer associates the attachments to the claim or prior authorization, and processes the claim.
This is not part of CDEx. It is shown here to demonstrate one possible Payer scenario using the FHIR Claim resource.
Payer records it on their Claim resource like this…

1.- Attachment data from Submit Attachment Operation–> Claim.supportingInfo.valueAttachment
2.- Assign id for this attachment within the Claim resource --> Claim.supportingInfo.sequence Claim.item.sequence matched to —> line item data from Submit Attachment Operation
3.- Claim.item.informationSequence refers to Claim.supportingInfo.sequence (id for attachment within the Claim resource from above)

OK Download Download resources:
Click on this button download a zip file containing all the content in the Text boxes above

Edit data request (patient:

[loading...]

)

Workflow Type

Review data request (patient:

[loading...]

)

Workflow:
Request:

Confirmation

Data request (Task) successfully sent to Data Source (Provider).

OK

Confirmation

Direct Query request successfully sent to url:

OK

Provider Endpoint Configuration

Save configuration
Error

CDEX: Provider Response to a CDex Task Posted by a Payer

Task created on Provider FHIR server

If the Task was successfully created, The user can complete the request by clicking the “OK” button below and the “Submit Solicited Attachments” button on the CDex Dashboard


OK Download Download resources:
Click on this button download a zip file containing all the content in the Text boxes above

CDEX: Payer Requesting Attachments or Additional Data for a Claim or Prior Authorization
Patient: [loading...]
Attachment Codes or Questionnaire

CDex Attachments are requested in Task.input using either Attachment Codes or FHIR Questionnaire.
Select how CDex Attachments are requested in Task.input using the radio buttons below



Select a Claim or Prior Auth:
Select a pre-existing claim or prior-authorization for this patient. (if the list is empty it probably means the patient does not have any pre-existing claims or prior authorizations. You can create a new claim for this patient or select another patient)

Request Questionnaire Request Questionnaire:
Select from existing Questionnaires to communicate the missing data. Currently there is only a single option.

LOINC Attachment Code LOINC Attachment Code:
Select the LOINC attachment code(s) to communicate the missing data. Typically, these concepts represent data in document form (e.g., a PDF or CCDA). For more information about LOINC attachment codes see https://loinc.org/attachments/


Signature required:
Check this box to indicate that the PAYER requires a digital signature for this transaction. If selected, it will trigger the Payer to verify any attachments that are FHIR resources are a signed FHIR bundle (PDF and CCDA(xml) are assumed to be natively signed).

Create task:
POST CDex Task to Provider's FHIR Server to solicit attachments.
Cancel

The Table below shows the data elements used to create the CDex Task for requesting attachments or additional data for a claim or prior authorization.
Tracking ID (Provider or Payer Assigned)
Task.code data-request
Use Claim attachment (CLMATTCH)
Payer ID Get it from app
Payer URL Get it from app
Provider ID cdex-example-practitioner (Dr. Ronald Bone)
Claim/PreAuth ID
LOINC Attachment Code
Due date
Date of service
Member ID
Patient name
Patient Account No.
Patient DOB
Custom payer endpoint:
A "3rd party" endpoint where the CDEX Task will be posted instead of the default RI FHIR Server.
CDEX: Provider Submitting Solicited Attachments - Select Task
Select task below to complete the request for attachments.

Tasks Using Attachment Codes to Request Attachments

Tracking control number Request date Status

Tasks Using Questionnaire to Request Additional Information

Tracking control number Request date Status

CDEX: Provider Collects and Submits Attachments for Coded Attachments Requests.

Patient [Loading ...]

Select Name Date LOINC Extensions

Submit solicited attachment(s):
Click on this button to invoke the $submit-attachment operation to submit to the Payer.
The Payer will return an HTTP response and associate them with the claim or prior authorization
CDEX: DTR Launched and Fetches Questionnaire
Patient [Loading ...]


Created/Updated resources

Parameter created

Operation outcome

Claim updated

OK Download resources

CDEX: DTR Complete QuestionnaireResponse and Update Task
Provider side operation
Created/Updated resources




Download resources Provider Submits Attachment The Provider “pushes” the QuestionnaireResponse directly to the Payer-defined endpoint using the $submit-attachments operation.

PAS Claim Response Bundle returned by the PAS Server

Request successfully sent to $submit endpoint

Back Process Request

Map the PAS Response Bundle to a CDex Task Attachment

The task to create in the Provider endpoint

Back Create Task