SDOHCC Patient Application

SDOH Clinical Care, published by HL7 International / Patient Care. This guide is not an authorized publication; it is the continuous build for version 2.1.0 built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/fhir-sdoh-clinicalcare/ and changes regularly. See the Directory of published versions

CapabilityStatement: SDOHCC Patient Application

Official URL: http://hl7.org/fhir/us/sdoh-clinicalcare/CapabilityStatement/SDOHCC-PatientApp				Version: 2.1.0
Standards status: Trial-use				Computable Name: SDOHCC_PatientApp

This resource describes the required and desired behavior of systems acting as apps for patients and care-givers who need to monitor progress on SDOH referrals and may need to take actions such as filling out forms, booking appointments, etc.

These systems will not expose their own FHIR interfaces, but will monitor information available from other FHIR servers - be it referral sources, coordination platforms or referral recipients. They will primarily monitor and update Task resources as well as the resources referenced by those Tasks.

Raw OpenAPI-Swagger Definition file | Download

Official URL:http://hl7.org/fhir/us/sdoh-clinicalcare/CapabilityStatement/SDOHCC-PatientApp
Implementation Guide Version: None
FHIR Version: 4.0.1
Intended Use: Requirements
Supported Formats: XML, JSON
Published: 2021-06
Published by: None
Status: Draft

FHIR Client RESTful Capabilities

Patient apps query for data relevant to the current patient, post updates as appropriate and occasionally create new resources, such as QuestionnaireResponses

Security:

Implementations must meet the general privacy & security requirements documented in this implementation guide.

Summary of Client Wide Interactions

SHOULD support the batch^† interaction.

batch^†
Allows polling for changes to multiple resource types simultaneously

RESTful Capabilities by Resource/Profile:

Summary

♦ = SHALL expectation;⋄ = SHOULD expectation;▿ = MAY expectation;

Resource Type Supported Interactions Supported Profiles Supported Searches Supported _includes Supported _revincludes Supported Operations

CareTeam read^▿, search-type^▿ US Core CareTeam Profile^♦ _id^♦, _lastUpdated^⋄

Condition read^⋄, search-type^⋄ SDOHCC Condition^♦ _id^♦, _lastUpdated^⋄, category^♦, clinical-status^⋄, code^⋄, patient^♦, verification-status^⋄

Observation read^♦, search-type^♦ SDOHCC Observation Assessment^♦, SDOHCC Observation Screening Response^♦ _id^♦, _lastUpdated^⋄, category^♦, code^⋄, patient^♦

Consent read^⋄, search-type^⋄ SDOHCC Consent^♦ _id^♦, _lastUpdated^⋄, source-reference^⋄ Consent:source-reference:DocumentReference^⋄

Device read^⋄, search-type^⋄ FHIR Device^♦ _id^♦, _lastUpdated^⋄

DocumentReference create^♦, update^⋄, read^♦, search-type^⋄ US Core DocumentReference Profile^♦ _id^♦, _lastUpdated^⋄

Goal read^⋄, search-type^⋄ SDOHCC Goal^♦ _id^♦, _lastUpdated^⋄, achievement-status^⋄, category^♦, lifecycle-status^⋄, patient^♦, target-date^⋄

HealthcareService read^♦, search-type^▿ SDOHCC Healthcare Service^♦ _id^♦, _lastUpdated^⋄, location^♦

Location read^⋄, search-type^▿ SDOHCC Location^♦ _id^♦, _lastUpdated^⋄

Practitioner read^⋄, search-type^⋄ US Core Practitioner Profile^♦ _id^♦, _lastUpdated^⋄

PractitionerRole read^⋄, search-type^⋄ US Core PractitionerRole Profile^♦ _id^♦, _lastUpdated^⋄, organization^⋄, practitioner^⋄ PractitionerRole:organization^⋄, PractitionerRole:practitioner^⋄

Questionnaire search-type^♦ Extractable Questionnaire - StructureMap^♦ url^♦, version^♦ $populate^▿

QuestionnaireResponse create^♦, update^⋄, read^♦, search-type^⋄ SDC Questionnaire Response^♦ _id^♦, _lastUpdated^⋄, author^♦, authored^⋄, patient^♦, questionnaire^♦, status^♦

RelatedPerson read^▿, search-type^▿ FHIR RelatedPerson^♦ _id^♦, _lastUpdated^⋄

ServiceRequest read^⋄, search-type^⋄ SDOHCC ServiceRequest^♦ _id^♦, _lastUpdated^⋄, category^♦, code^⋄, intent^♦, occurrence^⋄, patient^♦, performer^⋄, requester^⋄, status^♦, supporting-info^⋄ HealthCareService:location^♦, ServiceRequest:supporting-info^⋄, ServiceRequest:pertains-to-goal^⋄, ServiceRequest:patient^⋄, ServiceRequest:requester^⋄, ServiceRequest:performer^⋄, PractitionerRole:practitioner^⋄, PractitionerRole:organization^⋄

Task update^♦, read^▿, search-type^♦ SDOHCC Task For Patient^♦, SDOHCC Task For Referral Management^♦ _id^♦, _lastUpdated^⋄, code^♦, owner^⋄, patient^♦, requester^♦, status^♦, focus^♦, output^⋄ Task:output

Resource Type	Supported Interactions	Supported Profiles	Supported Searches	Supported `_includes`	Supported Operations
CareTeam	read^▿, search-type^▿	US Core CareTeam Profile^♦	_id^♦, _lastUpdated^⋄
Condition	read^⋄, search-type^⋄	SDOHCC Condition^♦	_id^♦, _lastUpdated^⋄, category^♦, clinical-status^⋄, code^⋄, patient^♦, verification-status^⋄
Observation	read^♦, search-type^♦	SDOHCC Observation Assessment^♦, SDOHCC Observation Screening Response^♦	_id^♦, _lastUpdated^⋄, category^♦, code^⋄, patient^♦
Consent	read^⋄, search-type^⋄	SDOHCC Consent^♦	_id^♦, _lastUpdated^⋄, source-reference^⋄	Consent:source-reference:DocumentReference^⋄
Device	read^⋄, search-type^⋄	FHIR Device^♦	_id^♦, _lastUpdated^⋄
DocumentReference	create^♦, update^⋄, read^♦, search-type^⋄	US Core DocumentReference Profile^♦	_id^♦, _lastUpdated^⋄
Goal	read^⋄, search-type^⋄	SDOHCC Goal^♦	_id^♦, _lastUpdated^⋄, achievement-status^⋄, category^♦, lifecycle-status^⋄, patient^♦, target-date^⋄
HealthcareService	read^♦, search-type^▿	SDOHCC Healthcare Service^♦	_id^♦, _lastUpdated^⋄, location^♦
Location	read^⋄, search-type^▿	SDOHCC Location^♦	_id^♦, _lastUpdated^⋄
Practitioner	read^⋄, search-type^⋄	US Core Practitioner Profile^♦	_id^♦, _lastUpdated^⋄
PractitionerRole	read^⋄, search-type^⋄	US Core PractitionerRole Profile^♦	_id^♦, _lastUpdated^⋄, organization^⋄, practitioner^⋄	PractitionerRole:organization^⋄, PractitionerRole:practitioner^⋄
Questionnaire	search-type^♦	Extractable Questionnaire - StructureMap^♦	url^♦, version^♦		$populate^▿
QuestionnaireResponse	create^♦, update^⋄, read^♦, search-type^⋄	SDC Questionnaire Response^♦	_id^♦, _lastUpdated^⋄, author^♦, authored^⋄, patient^♦, questionnaire^♦, status^♦
RelatedPerson	read^▿, search-type^▿	FHIR RelatedPerson^♦	_id^♦, _lastUpdated^⋄
ServiceRequest	read^⋄, search-type^⋄	SDOHCC ServiceRequest^♦	_id^♦, _lastUpdated^⋄, category^♦, code^⋄, intent^♦, occurrence^⋄, patient^♦, performer^⋄, requester^⋄, status^♦, supporting-info^⋄	HealthCareService:location^♦, ServiceRequest:supporting-info^⋄, ServiceRequest:pertains-to-goal^⋄, ServiceRequest:patient^⋄, ServiceRequest:requester^⋄, ServiceRequest:performer^⋄, PractitionerRole:practitioner^⋄, PractitionerRole:organization^⋄
Task	update^♦, read^▿, search-type^♦	SDOHCC Task For Patient^♦, SDOHCC Task For Referral Management^♦	_id^♦, _lastUpdated^⋄, code^♦, owner^⋄, patient^♦, requester^♦, status^♦, focus^♦, output^⋄	Task:output

CareTeam

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

For referral sources that receive referrals from upstream systems, used to access information about the intended performer of a ServiceRequest when the performer is a specific team of people. Note: Conformance expectations for this resource are lower because CareTeam performers are expected to be uncommon in most SDOH uses

Supported Profiles:

SHALL support:US Core CareTeam Profile

Reference Policy: literal

Profile Interaction Summary:

MAY support read^†, search-type^†.

read^†
Allows the system to retrieve a CareTeam that is the intended performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved CareTeams that are the intended performer of ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client MAY be capable of fetching a CareTeam resource using:GET [base]/CareTeam/[id]
A Client MAY be capable of fetching resources matching a search query using:GET [base]/CareTeam/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/CareTeam?_id=[id]

SHOULD _lastUpdated date GET [base]/CareTeam?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/CareTeam?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/CareTeam?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known CareTeam records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

Condition

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

For referral sources that receive referrals from upstream systems, used to access information about a patient's SDOH-related conditions, particularly those that are the reason for a referral

Supported Profiles:

SHALL support:SDOHCC Condition

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a Condition that is the requester or performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved Conditions that are referenced by ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Condition resource using:GET [base]/Condition/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/Condition/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Condition?_id=[id]

SHOULD _lastUpdated date GET [base]/Condition?_lastUpdated=[dateTime]

SHALL category token GET [base]/Condition?category=[system]|[code]

SHOULD clinical-status token GET [base]/Condition?clinical-status=[system]|[code]

SHOULD code token GET [base]/Condition?code=[system]|[code]

SHALL patient reference GET [base]/Condition?patient=[type]/[id]

SHOULD verification-status token GET [base]/Condition?verification-status=[system]|[code]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Condition?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Condition?_lastUpdated=[dateTime]`
SHALL	category	token	`GET [base]/Condition?category=[system]\|[code]`
SHOULD	clinical-status	token	`GET [base]/Condition?clinical-status=[system]\|[code]`
SHOULD	code	token	`GET [base]/Condition?code=[system]\|[code]`
SHALL	patient	reference	`GET [base]/Condition?patient=[type]/[id]`
SHOULD	verification-status	token	`GET [base]/Condition?verification-status=[system]\|[code]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Condition records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
category (token):
Allows filtering to only SDOH-related conditions
clinical-status (token):
Allows filtering to only active conditions
code (token):
Allows filtering to only specific SDOH conditions or sets of conditions
patient (reference):
Allows filtering to only conditions associated with a specific patient. Some systems will require that searches be patient-specific
verification-status (token):
Allows filtering to exclude refuted or entered-in-error conditions

Observation

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Allows patients and caregivers to see observations recorded by their care providers, including those referenced by other resources

Supported Profiles:

SHALL support:SDOHCC Observation Assessment,
SHALL support:SDOHCC Observation Screening Response

Reference Policy: literal

Profile Interaction Summary:

SHALL support read^†, search-type^†.

read^†
Allows the system to retrieve an Observation referenced by a ServiceRequest or other resource.

search-type^†
Allows the retrieval of Observations recorded about a patient and/or monitoring of previously-retrieved Observations (though typically, they won't change once recorded).

ns.n

Fetch and Search Criteria:

A Client SHALL be capable of fetching an Observation resource using:GET [base]/Observation/[id]
A Client SHALL be capable of fetching resources matching a search query using:GET [base]/Observation/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Observation?_id=[id]

SHOULD _lastUpdated date GET [base]/Observation?_lastUpdated=[dateTime]

SHALL category token GET [base]/Observation?category=[system]|[code]

SHOULD code token GET [base]/Observation?code=[system]|[code]

SHALL patient reference GET [base]/Observation?patient=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Observation?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Observation?_lastUpdated=[dateTime]`
SHALL	category	token	`GET [base]/Observation?category=[system]\|[code]`
SHOULD	code	token	`GET [base]/Observation?code=[system]\|[code]`
SHALL	patient	reference	`GET [base]/Observation?patient=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Observation records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have been created or changed since last query
category (token):
Allows filtering to only SDOH-related observations
code (token):
Allows filtering to only specific SDOH observation types
patient (reference):
Allows filtering to only conditions associated with a specific patient. Some systems will require that searches be patient-specific

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access the consent that authorizes disclosure of ServiceRequest information to non-HIPAA-covered entities

Supported Profiles:

SHALL support:SDOHCC Consent

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a Consent referenced as a 'supportingInformation' item of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved Consents related to ServiceRequests of interest.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Consent resource using:GET [base]/Consent/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/Consent/[id]{?[parameters]{&_format=[mime-type]}}
A Client SHOULD be capable of supporting the following _includes:
- Consent:source-reference:DocumentReference - GET [base]/Consent?[parameter=value]&_include=Consent:source-reference:DocumentReference

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Consent?_id=[id]

SHOULD _lastUpdated date GET [base]/Consent?_lastUpdated=[dateTime]

SHOULD source-reference reference GET [base]/Consent?source-reference=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Consent?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Consent?_lastUpdated=[dateTime]`
SHOULD	source-reference	reference	`GET [base]/Consent?source-reference=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known consent records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
source-reference (reference):
Allows including the document that contains the PDF or similar representation of a paper consent

Device

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to retrieve the requester or intended performer of an SDOH ServiceRequest. Note: Conformance expectations for this resource are lower because Device requesters and performers are expected to be uncommon in most SDOH uses

Supported Profiles:

SHALL support:(http://hl7.org/fhir/StructureDefinition/Device)

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a Device that is the requester or intended performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved Devices that are the requester or intended performer of ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Device resource using:GET [base]/Device/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/Device/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Device?_id=[id]

SHOULD _lastUpdated date GET [base]/Device?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Device?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Device?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Device records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

DocumentReference

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to retrieve a scanned or other form of document representing the text of a consent. Also used for PDF forms.

Supported Profiles:

SHALL support:US Core DocumentReference Profile

Reference Policy: literal

Profile Interaction Summary:

SHALL support create^†, read^†.
SHOULD support update^†, search-type^†.

create^†
Allows the app to record a new PDF (e.g. a completed form)

update^†
Allows the system to revise a previously stored PDF

read^†
Allows the system to retrieve a PDF or similar content referenced by a Consent or Task.

search-type^†
Allows the monitoring of previously-retrieved DocumentReferences in the event the image/document is amended/corrected/updated.

ns.n

Modify Criteria:

A Client SHALL be capable of posting a DocumentReference resource using:POST [base]/DocumentReference/[id]{?_format=[mime-type]}
A Client SHOULD be capable of putting an existing DocumentReference resource using:PUT [base]/DocumentReference/[id]{?_format=[mime-type]}

Fetch and Search Criteria:

A Client SHALL be capable of fetching a DocumentReference resource using:GET [base]/DocumentReference/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/DocumentReference/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/DocumentReference?_id=[id]

SHOULD _lastUpdated date GET [base]/DocumentReference?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/DocumentReference?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/DocumentReference?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known DocumentReference records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

Goal

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access goals related to an SDOH referral

Supported Profiles:

SHALL support:SDOHCC Goal

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a goal referenced by a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved Goals in the event they are updated.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Goal resource using:GET [base]/Goal/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/Goal/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Goal?_id=[id]

SHOULD _lastUpdated date GET [base]/Goal?_lastUpdated=[dateTime]

SHOULD achievement-status token GET [base]/Goal?achievement-status=[system]|[code]

SHALL category token GET [base]/Goal?category=[system]|[code]

SHOULD lifecycle-status token GET [base]/Goal?lifecycle-status=[system]|[code]

SHALL patient reference GET [base]/Goal?patient=[type]/[id]

SHOULD target-date date GET [base]/Goal?target-date=[target-date]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Goal?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Goal?_lastUpdated=[dateTime]`
SHOULD	achievement-status	token	`GET [base]/Goal?achievement-status=[system]\|[code]`
SHALL	category	token	`GET [base]/Goal?category=[system]\|[code]`
SHOULD	lifecycle-status	token	`GET [base]/Goal?lifecycle-status=[system]\|[code]`
SHALL	patient	reference	`GET [base]/Goal?patient=[type]/[id]`
SHOULD	target-date	date	`GET [base]/Goal?target-date=[target-date]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Goal records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
achievement-status (token):
Allows filtering to only include unmet goals
category (token):
Allows filtering to only include SDOH-related goals
lifecycle-status (token):
Allows filtering to only include active goals
patient (reference):
Allows filtering to only include goals for a particular patient. Some systems will require searches to be patient-specific
target-date (date):
Allows filtering based on when a particular goal is desired to be achieved

HealthcareService

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Allows patient apps to retrieve information about who should be contacted (to book an appointment or for other reasons)

Supported Profiles:

SHALL support:SDOHCC Healthcare Service

Reference Policy: literal

Profile Interaction Summary:

SHALL support read^†.
MAY support search-type^†.

read^†
Allows the system to retrieve a HealthcareService referenced by a Task.

search-type^†
Allows the monitoring of previously-retrieved HealthcareServices.

ns.n

Fetch and Search Criteria:

A Client SHALL be capable of fetching a HealthcareService resource using:GET [base]/HealthcareService/[id]
A Client MAY be capable of fetching resources matching a search query using:GET [base]/HealthcareService/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/HealthcareService?_id=[id]

SHOULD _lastUpdated date GET [base]/HealthcareService?_lastUpdated=[dateTime]

SHALL location reference GET [base]/HealthcareService?location=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/HealthcareService?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/HealthcareService?_lastUpdated=[dateTime]`
SHALL	location	reference	`GET [base]/HealthcareService?location=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known HealthcareService records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
location (reference):
Allows retrieval of the phyical site(s) associated with a HealthService

Location

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access information about the potential sites at which a requested service might be performed. Allows a patient to evaluate the suitability of a proposed activity or service.

Supported Profiles:

SHALL support:SDOHCC Location

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†.
MAY support search-type^†.

read^†
Allows the system to retrieve a Location that is an available location for a service.

search-type^†
Allows the monitoring of previously-retrieved Locations that are the intended locations for services.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Location resource using:GET [base]/Location/[id]
A Client MAY be capable of fetching resources matching a search query using:GET [base]/Location/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Location?_id=[id]

SHOULD _lastUpdated date GET [base]/Location?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Location?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Location?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Location records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

Practitioner

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access information about an Practitioner that is the requester or intended performer of a ServiceRequest

Supported Profiles:

SHALL support:US Core Practitioner Profile

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a Practitioner that is the requester or intended performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved Practitioners that are the requester or intended performer of ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a Practitioner resource using:GET [base]/Practitioner/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/Practitioner/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Practitioner?_id=[id]

SHOULD _lastUpdated date GET [base]/Practitioner?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Practitioner?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Practitioner?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Practitioner records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

PractitionerRole

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access information about an PractitionerRole that is the requester or intended performer of a ServiceRequest

Supported Profiles:

SHALL support:US Core PractitionerRole Profile

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows the system to retrieve a PractitionerRole that is the requester or intended performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved PractitionerRoles that are the requester or intended performer of ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a PractitionerRole resource using:GET [base]/PractitionerRole/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/PractitionerRole/[id]{?[parameters]{&_format=[mime-type]}}
A Client SHOULD be capable of supporting the following _includes:
- PractitionerRole:organization - GET [base]/PractitionerRole?[parameter=value]&_include=PractitionerRole:organization
- PractitionerRole:practitioner - GET [base]/PractitionerRole?[parameter=value]&_include=PractitionerRole:practitioner

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/PractitionerRole?_id=[id]

SHOULD _lastUpdated date GET [base]/PractitionerRole?_lastUpdated=[dateTime]

SHOULD organization reference GET [base]/PractitionerRole?organization=[type]/[id]

SHOULD practitioner reference GET [base]/PractitionerRole?practitioner=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/PractitionerRole?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/PractitionerRole?_lastUpdated=[dateTime]`
SHOULD	organization	reference	`GET [base]/PractitionerRole?organization=[type]/[id]`
SHOULD	practitioner	reference	`GET [base]/PractitionerRole?practitioner=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known PractitionerRole records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
organization (reference):
Allows doing an _include on Organization when retrieving the PractitionerRole
practitioner (reference):
Allows doing an _include on Practitioner when retrieving the PractitionerRole

Questionnaire

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to retrieve SDOH-related Questionnaires to be filled out by a patient or representative. Also allows retrieving Questionnaires associated with existing QuestionnaireResponses for editing by SMART-on-FHIR apps.

Supported Profiles:

SHALL support:Extractable Questionnaire - StructureMap

Reference Policy: literal

Profile Interaction Summary:

SHALL support search-type^†.

search-type^†
Allows the referral source to search for questionnaires relevant to a patient context.

Operation Summary:

MAY support $populate^†.

$populate^†
Allows SMART on FHIR or other systems to pre-populate a questionnaire response with existing information either available locally or queried from elsewhere

ns.n

Fetch and Search Criteria:

A Client SHALL be capable of fetching resources matching a search query using:GET [base]/Questionnaire/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL url uri GET [base]/Questionnaire?url=[uri]

SHALL version token GET [base]/Questionnaire?version=[system]|[code]

Conformance	Parameter	Type	Example
SHALL	url	uri	`GET [base]/Questionnaire?url=[uri]`
SHALL	version	token	`GET [base]/Questionnaire?version=[system]\|[code]`

Search Parameter Requirements (When Used Alone or in Combination):

url (uri):
Allows retrieving Questionnaires based on its canonical URL
version (token):
Allows retrieving a specific version of a Questionnaire

QuestionnaireResponse

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to allow QuestionnaireResponses to be created and updated by a patient or caregiver and work-in-progress responses to be retrieved

Supported Profiles:

SHALL support:SDC Questionnaire Response

Reference Policy: literal

Profile Interaction Summary:

SHALL support create^†, read^†.
SHOULD support update^†, search-type^†.

create^†
Allows the creation of QuestionnaireResponses in response to Tasks.

update^†
Allows the revision of 'in progress' QuestionnaireResponses.

read^†
Allows the retrieval of QuestionnaireResponses linked to a pointed to as supporting information by a ServiceRequest or as outputs of a Task.

search-type^†
Allows checking for updates in previously retrieved QuestionnaireResponses.

ns.n

Modify Criteria:

A Client SHALL be capable of posting a QuestionnaireResponse resource using:POST [base]/QuestionnaireResponse/[id]{?_format=[mime-type]}
A Client SHOULD be capable of putting an existing QuestionnaireResponse resource using:PUT [base]/QuestionnaireResponse/[id]{?_format=[mime-type]}

Fetch and Search Criteria:

A Client SHALL be capable of fetching a QuestionnaireResponse resource using:GET [base]/QuestionnaireResponse/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/QuestionnaireResponse/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/QuestionnaireResponse?_id=[id]

SHOULD _lastUpdated date GET [base]/QuestionnaireResponse?_lastUpdated=[dateTime]

SHALL author reference GET [base]/QuestionnaireResponse?author=[type]/[id]

SHOULD authored date GET [base]/QuestionnaireResponse?authored=[authored]

SHALL patient reference GET [base]/QuestionnaireResponse?patient=[type]/[id]

SHALL questionnaire reference GET [base]/QuestionnaireResponse?questionnaire=[type]/[id]

SHALL status token GET [base]/QuestionnaireResponse?status=[system]|[code]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/QuestionnaireResponse?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/QuestionnaireResponse?_lastUpdated=[dateTime]`
SHALL	author	reference	`GET [base]/QuestionnaireResponse?author=[type]/[id]`
SHOULD	authored	date	`GET [base]/QuestionnaireResponse?authored=[authored]`
SHALL	patient	reference	`GET [base]/QuestionnaireResponse?patient=[type]/[id]`
SHALL	questionnaire	reference	`GET [base]/QuestionnaireResponse?questionnaire=[type]/[id]`
SHALL	status	token	`GET [base]/QuestionnaireResponse?status=[system]\|[code]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known QuestionnaireResponse records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
author (reference):
Allows filtering QuestionnaireResponses previously created/edited by a particular individual
authored (date):
Allows filtering for QuestionnaireResponses by when they were created/last edited
patient (reference):
Allows retrieving QuestionnaireResponses associated with a particular patient. Some systems may only permit searches that are patient-specific
questionnaire (reference):
Allows retrieving QuestionnaireResponses that have been completed against a specified form
status (token):
Allows retrieving QuestionnaireResponses that are complete (or incomplete)

RelatedPerson

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Used to access information about the requester or intended performer of a ServiceRequest or Task when they are someone with a personal relationship to the Patient. Note: Conformance expectations for this resource are lower because CareTeam performers are expected to be uncommon in most SDOH uses

Supported Profiles:

SHALL support:(http://hl7.org/fhir/StructureDefinition/RelatedPerson)

Reference Policy: literal

Profile Interaction Summary:

MAY support read^†, search-type^†.

read^†
Allows the system to retrieve a RelatedPerson that is the requester or intended performer of a ServiceRequest.

search-type^†
Allows the monitoring of previously-retrieved RelatedPersons that are the requester or intended performer of ServiceRequests.

ns.n

Fetch and Search Criteria:

A Client MAY be capable of fetching a RelatedPerson resource using:GET [base]/RelatedPerson/[id]
A Client MAY be capable of fetching resources matching a search query using:GET [base]/RelatedPerson/[id]{?[parameters]{&_format=[mime-type]}}

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/RelatedPerson?_id=[id]

SHOULD _lastUpdated date GET [base]/RelatedPerson?_lastUpdated=[dateTime]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/RelatedPerson?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/RelatedPerson?_lastUpdated=[dateTime]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known RelatedPerson records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query

ServiceRequest

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

For referral sources that receive referrals from upstream systems, used to retrieve an order for SDOH-related services

Supported Profiles:

SHALL support:SDOHCC ServiceRequest

Reference Policy: literal

Profile Interaction Summary:

SHOULD support read^†, search-type^†.

read^†
Allows client systems to retrieve the ServiceRequest pointed to by a Task.

search-type^†
Allows client systems to monitor multiple ServiceRequests for change simultaneously via polling.

ns.n

Fetch and Search Criteria:

A Client SHOULD be capable of fetching a ServiceRequest resource using:GET [base]/ServiceRequest/[id]
A Client SHOULD be capable of fetching resources matching a search query using:GET [base]/ServiceRequest/[id]{?[parameters]{&_format=[mime-type]}}
A Client SHALL be capable of supporting the following _includes:
- HealthCareService:location - GET [base]/ServiceRequest?[parameter=value]&_include=HealthCareService:location
- ServiceRequest:supporting-info - GET [base]/ServiceRequest?[parameter=value]&_include=ServiceRequest:supporting-info
- ServiceRequest:pertains-to-goal - GET [base]/ServiceRequest?[parameter=value]&_include=ServiceRequest:pertains-to-goal
- ServiceRequest:patient - GET [base]/ServiceRequest?[parameter=value]&_include=ServiceRequest:patient
- ServiceRequest:requester - GET [base]/ServiceRequest?[parameter=value]&_include=ServiceRequest:requester
- ServiceRequest:performer - GET [base]/ServiceRequest?[parameter=value]&_include=ServiceRequest:performer
- PractitionerRole:practitioner - GET [base]/ServiceRequest?[parameter=value]&_include=PractitionerRole:practitioner
- PractitionerRole:organization - GET [base]/ServiceRequest?[parameter=value]&_include=PractitionerRole:organization

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/ServiceRequest?_id=[id]

SHOULD _lastUpdated date GET [base]/ServiceRequest?_lastUpdated=[dateTime]

SHALL category token GET [base]/ServiceRequest?category=[system]|[code]

SHOULD code token GET [base]/ServiceRequest?code=[system]|[code]

SHALL intent token GET [base]/ServiceRequest?intent=[system]|[code]

SHOULD occurrence date GET [base]/ServiceRequest?occurrence=[occurrence]

SHALL patient reference GET [base]/ServiceRequest?patient=[type]/[id]

SHOULD performer reference GET [base]/ServiceRequest?performer=[type]/[id]

SHOULD requester reference GET [base]/ServiceRequest?requester=[type]/[id]

SHALL status token GET [base]/ServiceRequest?status=[system]|[code]

SHOULD supporting-info reference GET [base]/ServiceRequest?supporting-info=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/ServiceRequest?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/ServiceRequest?_lastUpdated=[dateTime]`
SHALL	category	token	`GET [base]/ServiceRequest?category=[system]\|[code]`
SHOULD	code	token	`GET [base]/ServiceRequest?code=[system]\|[code]`
SHALL	intent	token	`GET [base]/ServiceRequest?intent=[system]\|[code]`
SHOULD	occurrence	date	`GET [base]/ServiceRequest?occurrence=[occurrence]`
SHALL	patient	reference	`GET [base]/ServiceRequest?patient=[type]/[id]`
SHOULD	performer	reference	`GET [base]/ServiceRequest?performer=[type]/[id]`
SHOULD	requester	reference	`GET [base]/ServiceRequest?requester=[type]/[id]`
SHALL	status	token	`GET [base]/ServiceRequest?status=[system]\|[code]`
SHOULD	supporting-info	reference	`GET [base]/ServiceRequest?supporting-info=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known ServiceRequests records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
category (token):
Allows filtering to only retrieve ServiceRequests that are SDOH-related
code (token):
Allows filtering to retrieve ServiceRequests for specific types of services
intent (token):
Allows filtering to retrieve only 'order' ServiceRequests and not plans, proposals, etc.
occurrence (date):
Allows filtering to retrieve ServiceRequests based on the timeframe in which the service needs to be provided
patient (reference):
Allows filtering to retrieve only ServiceRequests associated with a particular patient. Note that some systems may mandate that searches are always patient-specific
performer (reference):
Allows filtering to retrieve only ServiceRequests that designate a specific performer
requester (reference):
Allows filtering to retrieve only ServiceRequests created by a specific practitioner
status (token):
Allows filtering to retrieve only active ServiceRequests
supporting-info (reference):
Allows _include to retrieve supporting information for a ServiceRequest - particularly Consent

Task

Conformance Expectation:(conformance expectation undefined)

Resource Specific Documentation:

Allows the patient or caregiver to monitor and update for Task assigned by referral sources or coordination platforms. Also allows the update and monitoring of tasks assigned to patients and caregivers.

Supported Profiles:

SHALL support:SDOHCC Task For Patient,
SHALL support:SDOHCC Task For Referral Management

Reference Policy: literal

Versioning Policy: versioned-update

Profile Interaction Summary:

SHALL support update^†, search-type^†.
MAY support read^†.

update^†
Allows modification of an assigned patient existing Task (e.g. to cancel it) or modificiation of a Task assigned to the referral recipient (to accept or reject it or add output links to performed procedures). Systems SHALL ensure that only changes to Task.status, Task.statusReason, and Task.outputs are possible, and then only for Tasks where the owner is the patient.

read^†
Allows retrieval of a Task that was previously accessed.

search-type^†
Allows the other systems to poll multiple tasks simultaneously, as well as to retrieve referenced resources as part of a single query.

ns.n

Modify Criteria:

A Client SHALL be capable of putting an existing Task resource using:PUT [base]/Task/[id]{?_format=[mime-type]}

Fetch and Search Criteria:

A Client MAY be capable of fetching a Task resource using:GET [base]/Task/[id]
- A Client (conformance expectation undefined) support conditional read of Task resources only with the If-Modified-Since HTTP Header.
A Client SHALL be capable of fetching resources matching a search query using:GET [base]/Task/[id]{?[parameters]{&_format=[mime-type]}}
A Client (conformance expectation undefined) be capable of supporting the following _includes:
- Task:output - GET [base]/Task?[parameter=value]&_include=Task:output

Search Parameter Summary:

Conformance Parameter Type Example

SHALL _id token GET [base]/Task?_id=[id]

SHOULD _lastUpdated date GET [base]/Task?_lastUpdated=[dateTime]

SHALL code token GET [base]/Task?code=[system]|[code]

SHOULD owner reference GET [base]/Task?owner=[type]/[id]

SHALL patient reference GET [base]/Task?patient=[type]/[id]

SHALL requester reference GET [base]/Task?requester=[type]/[id]

SHALL status token GET [base]/Task?status=[system]|[code]

SHALL focus reference GET [base]/Task?focus=[type]/[id]

SHOULD output reference GET [base]/Task?output=[type]/[id]

Conformance	Parameter	Type	Example
SHALL	_id	token	`GET [base]/Task?_id=[id]`
SHOULD	_lastUpdated	date	`GET [base]/Task?_lastUpdated=[dateTime]`
SHALL	code	token	`GET [base]/Task?code=[system]\|[code]`
SHOULD	owner	reference	`GET [base]/Task?owner=[type]/[id]`
SHALL	patient	reference	`GET [base]/Task?patient=[type]/[id]`
SHALL	requester	reference	`GET [base]/Task?requester=[type]/[id]`
SHALL	status	token	`GET [base]/Task?status=[system]\|[code]`
SHALL	focus	reference	`GET [base]/Task?focus=[type]/[id]`
SHOULD	output	reference	`GET [base]/Task?output=[type]/[id]`

Search Parameter Requirements (When Used Alone or in Combination):

_id (token):
Allows retrieving known Task records - and more specifically, retrieving more than one in a single call to poll for updates
_lastUpdated (date):
Allows filtering for only records that have changed since last query
code (token):
Allows filtering for 'fulfill' tasks as opposed to others. Some systems may require code to be included as a filter criteria as different Task codes may correspond to different internal database tables.
owner (reference):
Allows filtering only for tasks that are assigned to a particular owner (or alternatively, tasks that have not yet been assigned)
patient (reference):
Allows monitoring of tasks associated with a particular patient. (Some systems may require that all queries be done in the context of a single patient.)
requester (reference):
Allows retrieving all tasks that have been requested by a particular organization or individual. This will commonly be used to monitor the tasks initiated by a particular system
status (token):
Allows filtering to only active or completed tasks
focus (reference):
Allows retrieving the task(s) seeking fulfillment of a particular ServiceRequest
output (reference):
Allows for the 'output' of a Task to be included when retrieving a Task