Automate prior authorization utilizing CRD with CDS Hooks and AWS HealthLake



Prior authorization is a vital course of in healthcare that includes the approval of medical therapies or procedures earlier than they’re carried out. This course of is critical to make sure that sufferers obtain the best care and that healthcare suppliers are following the right procedures. Nevertheless, prior authorization generally is a time-consuming and sophisticated course of that requires a variety of paperwork and communication between healthcare suppliers, insurance coverage corporations, and sufferers.

The prior authorization course of for digital well being report (EHRs) consists of 5 steps:

Decide whether or not prior authorization is required.
Collect info essential to assist the prior authorization request.
Submit the request for prior authorization.
Monitor the prior authorization request for decision.
If wanted, complement the prior authorization request with extra required info (and resume at Step 4).

The Da Vinci Burden Discount venture has rearranged these steps for prior authorization into three interrelated implementation guides which might be centered on lowering the clinician and payer burden:

Protection Necessities Discovery (CRD) – This offers determination assist to suppliers on the time they’re ordering diagnostics, specifying therapies, making referrals, scheduling appointments, and so forth.
Documentation Templates and Guidelines (DTR) – This permits suppliers to obtain good questionnaires and guidelines, resembling Scientific High quality Language (CQL), and offers a SMART on FHIR app or EHR app that runs the questionnaires and guidelines to collect info related to a carried out or deliberate service. Working the questionnaires and guidelines may additionally be carried out by an utility that’s a part of the supplier’s EHR.
Prior Authorization Help (PAS) – This permits supplier techniques to ship (and payer techniques to obtain) prior authorization requests utilizing FHIR, whereas nonetheless assembly regulatory mandates to have X12 278 used, the place required, to move the prior authorization, probably simplifying processing for both trade companion (or each).

On this publish, we deal with the CRD implementation information to find out prior authorization necessities and clarify how CDS (Scientific Resolution Help) Hooks makes use of AWS HealthLake to find out if prior authorization is required or not.

Resolution overview

CRD is a protocol throughout the digital prior authorization workflow that facilitates calls between EHRs and the payers utilizing CDS companies. When utilized, it offers info on protection necessities to suppliers whereas affected person care choices are in progress. This allows supplier employees to make extra knowledgeable choices and meet the necessities of their affected person’s insurance coverage protection. Interplay between suppliers and payers is completed seamlessly utilizing CDS Hooks.

CDS Hooks is a Well being Degree Seven Worldwide (HL7) specification. CDS Hooks offers a technique to embed extra, near-real-time performance inside a clinician’s workflow of an EHR. With CDS Hooks, eligibility practices like prior authorization will be correctly optimized, together with different pre-certification necessities just like the doctor’s community participation. This operate assists suppliers in making knowledgeable choices by offering them with info on their affected person’s situation, therapy choices, and the varieties that have to be accomplished to facilitate their care. The strategic use of CDS Hooks permits clinicians to shortly develop extra patient-centered care plans and help the prior authorization course of by disclosing vital administrative and medical necessities. For extra info on CDS Hooks and its specification, confer with the CDS Hooks web site.

The next diagram illustrates how the CRD workflow is automated utilizing HealthLake.

The workflow steps are as follows:

A supplier employees member logs into the EHR system to open the affected person chart.
The EHR system validates consumer credentials and invokes the patient-view hook to retrieve affected person situation info.
Amazon API Gateway invokes the Affected person View Hooks AWS Lambda operate.
The Lambda operate validates and retrieves the affected person ID from the request and will get the affected person situation info from HealthLake.
After reviewing the affected person situation, the consumer invokes the order-select hook to retrieve protection necessities info for the respective drug.
API Gateway invokes the Protection Necessities Hooks Lambda operate.
The Lambda operate retrieves claims info for the affected person, runs CQL guidelines primarily based on the medicine submitted and claims info retrieved from HealthLake, and determines whether or not prior authorization is required.

The answer is on the market within the Decide Protection Necessities Discovery utilizing CDS Hooks with AWS HealthLake GitHub repo.


This publish assumes familiarity with the next companies:

Deploy the applying utilizing the AWS SAM CLI

You may deploy the template utilizing the AWS Administration Console or the AWS SAM CLI. To make use of the CLI, full the next steps:

Set up the AWS SAM CLI.
Obtain the pattern code from the AWS samples repository to your native system:

git clone
cd aws-crd-hooks-with-awshealthlake-api/

Construct the applying utilizing AWS SAM:

sam construct

Deploy the applying utilizing the guided course of:

sam deploy –guided

# Exchange MY_VALUE with correct useful resource names
Configuring SAM deploy


On the lookout for config file (samconfig.toml) : Not discovered

Setting default arguments for ‘sam deploy’


Stack Identify (sam-app): aws-cds-hooks-with-healthlake

AWS Area (us-east-1): us-east-2

#Exhibits you sources modifications to be deployed and require a ‘Y’ to provoke deploy

Affirm modifications earlier than deploy (y/N):

#SAM wants permission to have the ability to create roles to connect with the sources in your template

Enable SAM CLI IAM position creation (Y/n):

#Preserves the state of beforehand provisioned sources when an operation fails

Disable rollback (y/N):

cdsDemoServicesFunction has no authentication. Is that this okay? (y/N): y

cqlQueryFunction has no authentication. Is that this okay? (y/N): y

cqlQueryOrderFunction has no authentication. Is that this okay? (y/N): y

Save arguments to configuration file (Y/n): y

SAM configuration file (samconfig.toml):

SAM configuration surroundings (default):

The deployment might take half-hour or extra whereas AWS creates a HealthLake knowledge retailer and associated sources in your AWS account. AWS SAM might trip and return you to your command line. This timeout stops AWS SAM from displaying you the progress within the cloud, however doesn’t cease the deployment occurring within the cloud. When you see a timeout, go to the AWS CloudFormation console and confirm the CloudFormation stack deployment standing. Combine CDS Hooks together with your medical workflow when the CloudFormation stack deployment is full.

Decide protection necessities for prior authorization

The answer has two hooks, patient-view and order-select, to find out if prior authorization is required or not primarily based on prior authorization guidelines from payer. CQL is used to guage prior authorization guidelines.

CDS Hooks will be built-in with EHR that helps CDS Hooks. Alternatively, for those who don’t have EHR obtainable for testing, you should utilize the publicly obtainable sandbox as described within the GitHub repo. Word that the CDS Hooks sandbox is getting used solely for the aim of testing.

After your hooks are built-in with EHR, when a consumer navigates to the medical workflow, the patient-view hook is run for the configured affected person. Word that the affected person ID from the medical workflow ought to exist in HealthLake. The playing cards returned from the API point out that the affected person has a sinus an infection well being situation and the physician might have to order a prescription.

You may navigate to the RX View tab to order a prescription. Performing because the physician, select the suitable medicine and enter different particulars as proven within the following screenshot.

The order-select hook is returned with the prior authorization eligibility card.

The subsequent step is to submit a previous authorization utilizing the SMART app or different mechanisms obtainable to the supplier.

Clear up

When you not want the AWS sources that you simply created by working this instance, you’ll be able to take away them by deleting the CloudFormation stack that you simply deployed:

sam delete –stack-name <<your-stack-name>>


On this publish, we confirmed how HealthLake with CDS Hooks can assist scale back the burden on suppliers and enhance the member expertise by figuring out protection necessities for prior authorization as a part of the prescription order medical workflow. CDS Hooks together with HealthLake can assist suppliers on the time they’re ordering diagnostics, specifying therapies, making referrals, and scheduling appointments.

In case you are excited about implementing a protection requirement discovery on AWS utilizing this resolution or need to study extra in regards to the implementing prior authorization on AWS , you’ll be able to contact an AWS Consultant.

In regards to the Authors

Manish Patel, a World Associate Options Architect supporting Healthcare and Life Sciences at AWS. He has greater than 20 years of expertise constructing options for Medicare, Medicaid, Payers, Suppliers and Life Sciences clients. He drives go-to-market methods together with companions to speed up resolution developments in areas resembling Electronics Well being Information, Medical Imaging, multi-model knowledge options and Generative AI. He’s captivated with utilizing expertise to remodel the healthcare business to drive higher affected person care outcomes.

Shravan Vurputoor is a Senior Options Architect at AWS. As a trusted buyer advocate, he helps organizations perceive greatest practices round superior cloud-based architectures, and offers recommendation on methods to assist drive profitable enterprise outcomes throughout a broad set of enterprise clients by his ardour for educating, coaching, designing, and constructing cloud options.


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