Add a section to the workflow that makes it clear that doing patient lookup to determine the patient FHIR_id on the server is a prerequisite to performing both RESTful search and Task-based query.  (patient business identifiers not widely supported as FHIR references in EHR today) Document Options: both task based and direct query require a patient FHIR_id  Solutions to get it Option A :  Identifier search on Patient with identifier = member_id e.g. Get patient ?identifier = <member_id>  {& name} & {gender or dob}  Background:  Easiest solutions from the CDEX perspective would be for but member_id as identifiers may or may not work that way now IRL Option B : Coverage search to obtain the Patients FHIR_id through the beneficiary element. e.g. GET Coverage ?payor & member_id and/or subscriber_id Note that whether this will work with EHRs - not confirmed Background: see comment below re where the data resides in the EHR   Option C : Use Patient Match operation:  http://build.fhir.org/patient-operation-match.html