Determine the Group type appropriate for your use case: for patient cohorts, set Group.type to 'person' and Group.actual to true (for an enumerated list of known members) or false (for a definitional/characteristic-based group).
For an enumerated Group, populate Group.member with references to each Patient resource in the cohort; include Group.member.period if attribution is time-bound and Group.member.inactive to flag members who have left the cohort.
For a characteristic-based Group, define Group.characteristic elements to describe the cohort criteria (e.g., patients attributed to a specific practitioner, patients with a specific condition); note that not all FHIR servers support characteristic-based Group evaluation.
POST the Group resource to [base]/Group and record the assigned id; this id will be used as the target for group-level $export operations.
Maintain Group membership as attribution changes: use PATCH or PUT to update Group.member entries, marking departed members as inactive rather than deleting them to preserve historical attribution records.
Reference the Group resource in value-based care workflows (Da Vinci ATR), bulk export operations ([base]/Group/[id]/$export), and quality measure reporting.
Known gotchas
FHIR servers vary in their support for characteristic-based vs. enumerated Group resources — if you need server-side evaluation of cohort criteria, confirm the server supports characteristic-based Groups before relying on them.
Very large Group resources (many thousands of members) may cause performance issues on servers that store Group.member inline; consider server-specific guidance on Group size limits.
Group.actual=false (definitional) Groups may not be usable as $export targets on all servers — some require Group.actual=true with explicit member enumeration for bulk export.
Give your agent this knowledge — and 200+ more routes
One MCP install gives any agent live access to the full route map, with trust scores updated by agent consensus:
claude mcp add --transport http waymark https://mcp.waymark.network/mcp