P2P Implementation Checklist
Overview
This checklist outlines the key activities and discussions required to implement the Smile CDR Payer-to-Payer solution.
Responding Payer Checklist
For implementations where Smile CDR software responds to Payer-to-Payer requests:
Data Management
- Assess current data availability and format
- Determine storage architecture for P2P data
- Plan data migration if necessary
Registration and Security
- Define registration workflow
- Establish authentication mechanisms
- Set up OIDC client definitions
- Create Organization resources for business identity
Patient Matching
- Define demographic matching criteria
- Implement custom matching scripts
- Test matching accuracy
- Handle edge cases and multiple matches
Architecture and Operations
- Design repository structure
- Plan data flow between repositories
- Configure FHIR Gateway if using multiple repos
- Set up export orchestration
Consent Management
- Configure consent filtering capabilities
- Define sensitive data categories
- Implement consent evaluation logic
- Set up consent storage
Data Scope
- Define data sharing boundaries
- Implement access controls
- Configure resource filtering
- Validate export scope
External Data Handling
- Plan MDM (Master Data Management) strategy
- Configure EID (Enterprise Identifier) generation
- Set up data linking mechanisms
- Handle provenance tracking
Requesting Payer Checklist
For implementations where Smile CDR requests Payer-to-Payer exchanges:
Data Management
- Plan storage for imported data
- Design DocumentReference storage strategy
- Configure FHIR resource creation
- Set up data lifecycle management
Member Engagement
- Design consent capture workflows
- Implement member portal integration
- Set up automated request triggers
- Plan manual request processes
Registration and Security
- Create OIDC server definitions
- Configure authentication methods
- Manage key pairs and certificates
- Establish Organization resources
Monitoring
- Set up Task resource tracking
- Implement status monitoring
- Configure error alerting
- Plan performance metrics
Data Retention
- Define retention policies
- Plan archival processes
- Configure purge schedules
- Implement compliance tracking
Prerequisites Checklist
System Requirements
Networking Configuration
- Smile CDR Network requirements met
- Firewall paths whitelisted for P2P traffic
- SSL/TLS certificates configured for secure communication
License Key Installation
- Premium license key obtained from Sales/Account Manager
- License installed
Module Configuration Checklist
System to System Data Exchange Module
- Module added and enabled
- Patient identifier systems configured:
- Reference System used by Target Patient
- Responder Identifier System
- Consent filtering settings configured
- FHIR Storage module dependency added
FHIR Endpoint Module
- FHIR Endpoint configured or existing one verified
- OpenID Connect Security enabled
SMART_OUT_SECURITY module added as dependency
Persistence Module
- FHIR endpoint URL set
- Auto-Create Placeholder Reference Targets enabled
- bulk_export enabled
- Index missing search parameters enabled
SMART Security Modules
- SMART Outbound Security module configured
- Federated OAuth2/OIDC enabled if using external IdP
- Authentication scripts created
- Token cache configured