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Jurisdiction-Aware Progress Note Requirements — Integration Document

Feature ID: CL-04-EN-67
Core: CL
Status: ✅ Complete
Spec: CL-04-EN-67
Last Updated: 2026-04-09

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Summary

CL-04-EN-67 replaces hardcoded Arizona/AHCCCS values in the CL-04 note signing flow and EN-66 Policy 940 validation gate with profile-driven values from PF-96 jurisdiction profiles.

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Integration Pattern

  • Publisher Core: PF (jurisdiction profile data ownership via PF-96)
  • Consumer Core: CL (progress note requirements and validation)
  • Pattern: Platform Layer dependency — CL reads PF-96 jurisdiction profile values via useClinicalRules() and useComplianceRules() hooks from @/platform/jurisdiction
No direct PM or other core imports are introduced.

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Data Contract (Read)

CL-04-EN-67 consumes the following from PF-96 resolved profiles:
FieldSourceDefault (AZ)Purpose
clinical.required_note_elementsPF-96 profile12-element modelDynamic required elements for progress notes
clinical.attestation_textPF-96 profileAHCCCS attestationProfile-driven attestation wording
compliance.policy_citationPF-96 profileAHCCCS Policy 940Citation metadata for compliance UI
compliance.mandatory_validationPF-96 profiletrue (AHCCCS)Whether validation is mandatory for the jurisdiction
Fallback behavior: If a field is absent, Arizona/AHCCCS defaults are used.

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Consumer Integration Points

ConsumerWhat It ReadsHow It Integrates
useNoteRequirements() hookAll fields aboveCombines useClinicalRules() + useComplianceRules()
note-requirements-resolver.tsSamePure functions with AZ AHCCCS fallbacks
Policy940ValidationFeedback UIattestation_text, policy_citationProfile-driven display text

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Security and Tenant Isolation

  • Profile reads scoped by organization_id (and site_id when supplied).
  • No PHI in profile resolution requests.
  • Existing CL-04 RLS policies and audit paths remain unchanged.

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Permissions

No new permission keys. EN-67 reuses existing EN-66 permissions:
  • cl.note_940_validation.override
  • cl.compliance_settings.manage
  • specs/cl/specs/CL-04-EN-67-jurisdiction-aware-progress-note-requirements.md
  • specs/cl/specs/CL-04-EN-66-note-quality-pre-submission-validation.md
  • specs/pf/specs/PF-96-medicaid-state-compliance-configuration.md
  • docs/architecture/integrations/CL-04-EN-66-note-quality-pre-submission-validation-INTEGRATION.md