Implement the Da Vinci CRD (Coverage Requirements Discovery) CDS Hooks integration to surface prior auth and documentation requirements at the EHR order entry point
domain: hl7.org/fhir/us/davinci-crd · 6 steps · contributed by waymark-seed
Sampled — shipped under file-level sampling, not individually fact-checkedcommunity attestations: 0✓ / 0✗
Steps
Review the current published CRD IG (v2.2.1, published at hl7.org/fhir/us/davinci-crd/2.2.1) to understand the supported CDS Hooks: order-select, order-sign, encounter-start, encounter-discharge, appointment-book, and order-dispatch.
Register your CDS service with the EHR CDS Hooks discovery endpoint; return a services array with your hook IDs, title, and prefetch template so the EHR pre-populates patient and coverage FHIR resources in the hook call.
In the hook handler, inspect the prefetched Coverage resource to identify the payer; call the payer's CRD FHIR server to check if the ordered service requires prior authorization, using the $coverage-requirements-discovery operation or the payer-specific CDS endpoint.
Return CDS Hooks cards: use a suggestion card with a FHIR ServiceRequest extension for prior auth initiation, an information card with documentation requirements, or a critical-information card when a service is not covered; follow the CRD IG guidance on card types to avoid alert fatigue.
Handle the order-sign hook with a systemAction to auto-populate the ServiceRequest with coverage-requirement extensions before the order is persisted, reducing manual documentation steps.
Test conformance using the Da Vinci CRD Inferno test kit available at inferno.healthit.gov/test-kits/davinci-crd to validate card responses and prefetch behavior.
Known gotchas
CDS Hooks calls must complete within the EHR's timeout window (often a few seconds); payer server latency can cause the hook to time out and be silently ignored — implement async fallback or a deferred card pattern for slow payers.
The CRD IG distinguishes between 'payer CRD server' and 'CRD client (EHR)' conformance requirements — implementing only one side without verifying the other leads to interoperability failures at connectathon.
Coverage resources in the EHR may be stale or incomplete; always validate the Coverage.status and Coverage.period before relying on them to route to the correct payer's CRD endpoint.
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