72.8.1Discover the Group IDs

Before initiating a data export, the provider system must identify the correct Group resource representing its attributed members.

72.8.1.1Steps to Discover the Group ID

1. Query the payer’s FHIR server for Groups associated with the provider system.
   Provider clients can perform either a summary query or a full Group query:

   a. Summary Query (No Members Listed)

   GET [FHIR base]/[Smile_Path]/Group?identifier=[npi_system]|[npi_value]&_summary=true
   

   • Returns Group resources with basic information (ID, metadata) but without member details.
   • Useful for quickly identifying valid Group IDs.

   b. Full Group Query (Includes Members)

   GET [FHIR base]/[Smile_Path]/Group?identifier=[npi_system]|[npi_value]&_summary=false
   

   • Returns the complete Group resource including all attributed members.
   • Useful for checking member attribution, consent, and metadata such as last access timestamps.

2. Review the returned Group resources and select the one that represents your attributed members.

   a. Sample Summary Response (_summary=true)

   {
      "resourceType": "Bundle",
      "type": "searchset",
      "total": 1,
      "entry": [
          {
          "resource": {
              "resourceType": "Group",
              "id": "Example-PDex-Provider-Group",
              "meta": {
                  "versionId": "2",
                  "lastUpdated": "2025-10-20T16:25:43.203-04:00",
                  "profile": [
                      "http://hl7.org/fhir/us/davinci-pdex/StructureDefinition/pdex-provider-group"
                  ]
              },
              "identifier": [
                  {
                      "system": "http://hl7.org/fhir/sid/us-npi",
                      "value": "1356441356"
                  }
              ],
              "name": "Attributed List of Health Plan Members for Practitioner 1356441356.",
              "active": true,
              "type": "person",
              "actual": true
              }
          }
      ]
   }
   

   b. Sample Summary Response (_summary=false)

   {
       "resourceType": "Bundle",
       "type": "searchset",
       "total": 1,
       "entry": [
           {
               "resource": {
                   "resourceType": "Group",
                   "id": "Example-PDex-Provider-Group",
                   "meta": {
                       "versionId": "2",
                       "lastUpdated": "2025-10-20T16:25:43.203-04:00",
                       "profile": [
                           "http://hl7.org/fhir/us/davinci-pdex/StructureDefinition/pdex-provider-group"
                       ]
                   },
                   "identifier": [
                       {
                           "system": "http://hl7.org/fhir/sid/us-npi",
                           "value": "1356441356"
                       },
                       {
                           "system": "urn:oid:2.16.840.1.113883.4.4",
                           "value": "1234"
                       }
                   ],
                   "active": true,
                   "type": "person",
                   "actual": true,
                   "name": "Attributed List of Health Plan Members for Practitioner 1356441356.",
                   "managingEntity": {
                   "reference": "Organization/payer-organization-1"
                   },
                   "member": [
                       {
                           "id": "1",
                           "entity": {
                           "reference": "Patient/payer-patient-1"
                           }
                       },
                       {
                           "id": "2",
                           "entity": {
                           "reference": "Patient/payer-patient-2"
                           }
                       },
                       {
                           "id": "3",
                           "entity": {
                           "reference": "Patient/payer-patient-3"
                           }
                       }
                   ]
               }
           }
       ]
   }
   

3. Use the selected Group ID to initiate the data export.

   • Suppose the Group ID is group-123. The provider can call the $davinci-data-export operation at:
     [FHIR base]/Group/group-123/$davinci-data-export.
   • For detailed instructions, please see Calling $davinci-data-export.