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12.29 Resource InventoryReport - Content

Orders and Observations icon Work GroupMaturity Level: 0 Trial UseSecurity Category: Business Compartments: No defined compartments

A report of inventory or stock items.

12.29.1 Scope and Usage

Lists the current status or changes to an inventory. The current status of inventory is presented as the quantity of items, grouped in listings, where a listing can be the items in a location, or with a given status. This is a 'snapshot' of the current inventory.
The changes to an inventory are represented as the additions (incoming) or substractions (consumptions or outgoing) of items to an inventory listing. This is often used when there is a need to determine the increment/decrement in stock, and there is a need to only transmit the difference, without the need to update the entire snapshot.
The inventory status can be available as a response to a request, or can be done ad-hoc (e.g. report a consumption for consignment stock) or scheduled (e.g. recount the stock every 6 months).

12.29.2 Boundaries and Relationships

The InventoryReport resource is associated with consumable items - typically resources like Medication, Devices. Inventory management is related to SupplyRequest and SupplyDelivery, which may be associated with an increase or decrease of inventory.

xxDispense: The InventoryReport resource can also be used to indicate consumption of an item. When a Dispense event occurs, there is a depletion in stock. InventoryReport does not overlap with Dispense: Dispense carries the 'clinical' meaning that a product has been assigned to a patient. The InventoryReport captures the logistic aspect. For example (see examples)

  • when a Medication is dispensed to a patient, the use of an inventoryReport is not needed
  • when a Medication is dropped and afterwards disposed of, and therefore not used by any patient, the InventoryReport can captures this and inform the inventory management system about the subtraction of that item.
  • when there is a need to inform, for inventory reasons, the items that have been taken from stock, this can be done with an InventoryReport.

12.29.3 References to this Resource

12.29.4 Resource Content

Structure

NameFlagsCard.TypeDescription & Constraintsdoco
.. InventoryReport TU DomainResource A report of inventory or stock items

Elements defined in Ancestors: id, meta, implicitRules, language, text, contained, extension, modifierExtension
... identifier Σ 0..* Identifier Business identifier for the report

... status ?!Σ 1..1 code draft | requested | active | entered-in-error
Binding: Inventory Report Status (Required)
... countType ?!Σ 1..1 code snapshot | difference
Binding: Inventory Count Type (Required)
... operationTypeReason Σ 0..1 CodeableConcept The reason for this count - regular count, ad-hoc count, new arrivals, etc
... reportedDateTime Σ 1..1 dateTime When the report has been submitted
... reporter 0..1 Reference(Practitioner | Patient | RelatedPerson | Device) Who submits the report
... reportingPeriod 0..1 Period The period the report refers to
... inventoryListing Σ 0..* BackboneElement An inventory listing section (grouped by any of the attributes)

.... location 0..1 Reference(Location) Location of the inventory items
.... itemStatus Σ 0..1 CodeableConcept The status of the items that are being reported
.... countingDateTime 0..1 dateTime The date and time when the items were counted
.... item Σ 0..* BackboneElement The item or items in this listing

..... category Σ 0..1 CodeableConcept The inventory category or classification of the items being reported
..... quantity Σ 1..1 Quantity The quantity of the item or items being reported
..... item Σ 1..1 CodeableReference(Medication | Device | NutritionProduct | InventoryItem | BiologicallyDerivedProduct) The code or reference to the item type
... note 0..* Annotation A note associated with the InventoryReport


doco Documentation for this format icon

See the Extensions for this resource

UML Diagram (Legend)

InventoryReport (DomainResource)Business identifier for the InventoryReportidentifier : Identifier [0..*]The status of the inventory check or notification - whether this is draft (e.g. the report is still pending some updates) or active (this element modifies the meaning of other elements)status : code [1..1] « null (Strength=Required)InventoryReportStatus! »Whether the report is about the current inventory count (snapshot) or a differential change in inventory (change) (this element modifies the meaning of other elements)countType : code [1..1] « null (Strength=Required)InventoryCountType! »What type of operation is being performed - addition or subtractionoperationType : CodeableConcept [0..1]The reason for this count - regular count, ad-hoc count, new arrivals, etcoperationTypeReason : CodeableConcept [0..1]When the report has been submittedreportedDateTime : dateTime [1..1]Who submits the reportreporter : Reference [0..1] « Practitioner|Patient|RelatedPerson| Device »The period the report refers toreportingPeriod : Period [0..1]A note associated with the InventoryReportnote : Annotation [0..*]InventoryListingLocation of the inventory itemslocation : Reference [0..1] « Location »The status of the itemsitemStatus : CodeableConcept [0..1]The date and time when the items were countedcountingDateTime : dateTime [0..1]ItemThe inventory category or classification of the items being reported. This is meant not for defining the product, but for inventory categories e.g. 'pending recount' or 'damaged'category : CodeableConcept [0..1]The quantity of the item or items being reportedquantity : Quantity [1..1]The code or reference to the item typeitem : CodeableReference [1..1] « Medication|Device|NutritionProduct| InventoryItem|BiologicallyDerivedProduct »The item or items in this listingitem[0..*]An inventory listing section (grouped by any of the attributes)inventoryListing[0..*]

XML Template

<InventoryReport xmlns="http://hl7.org/fhir"> doco
 <!-- from Resource: id, meta, implicitRules, and language -->
 <!-- from DomainResource: text, contained, extension, and modifierExtension -->
 <identifier><!-- 0..* Identifier Business identifier for the report --></identifier>
 <status value="[code]"/><!-- 1..1 draft | requested | active | entered-in-error -->
 <countType value="[code]"/><!-- 1..1 snapshot | difference -->
 <operationType><!-- 0..1 CodeableConcept addition | subtraction --></operationType>
 <operationTypeReason><!-- 0..1 CodeableConcept The reason for this count - regular count, ad-hoc count, new arrivals, etc --></operationTypeReason>
 <reportedDateTime value="[dateTime]"/><!-- 1..1 When the report has been submitted -->
 <reporter><!-- 0..1 Reference(Device|Patient|Practitioner|RelatedPerson) Who submits the report --></reporter>
 <reportingPeriod><!-- 0..1 Period The period the report refers to --></reportingPeriod>
 <inventoryListing>  <!-- 0..* An inventory listing section (grouped by any of the attributes) -->
  <location><!-- 0..1 Reference(Location) Location of the inventory items --></location>
  <itemStatus><!-- 0..1 CodeableConcept The status of the items that are being reported --></itemStatus>
  <countingDateTime value="[dateTime]"/><!-- 0..1 The date and time when the items were counted -->
  <item>  <!-- 0..* The item or items in this listing -->
   <category><!-- 0..1 CodeableConcept The inventory category or classification of the items being reported --></category>
   <quantity><!-- 1..1 Quantity The quantity of the item or items being reported --></quantity>
   <item><!-- 1..1 CodeableReference(BiologicallyDerivedProduct|Device|
     InventoryItem|Medication|NutritionProduct) The code or reference to the item type --></item>
  </item>
 </inventoryListing>
 <note><!-- 0..* Annotation A note associated with the InventoryReport --></note>
</InventoryReport>

JSON Template

{doco
  "resourceType" : "InventoryReport",
  // from Resource: id, meta, implicitRules, and language
  // from DomainResource: text, contained, extension, and modifierExtension
  "identifier" : [{ Identifier }], // Business identifier for the report
  "status" : "<code>", // R!  draft | requested | active | entered-in-error
  "countType" : "<code>", // R!  snapshot | difference
  "operationType" : { CodeableConcept }, // addition | subtraction
  "operationTypeReason" : { CodeableConcept }, // The reason for this count - regular count, ad-hoc count, new arrivals, etc
  "reportedDateTime" : "<dateTime>", // R!  When the report has been submitted
  "reporter" : { Reference(Device|Patient|Practitioner|RelatedPerson) }, // Who submits the report
  "reportingPeriod" : { Period }, // The period the report refers to
  "inventoryListing" : [{ // An inventory listing section (grouped by any of the attributes)
    "location" : { Reference(Location) }, // Location of the inventory items
    "itemStatus" : { CodeableConcept }, // The status of the items that are being reported
    "countingDateTime" : "<dateTime>", // The date and time when the items were counted
    "item" : [{ // The item or items in this listing
      "category" : { CodeableConcept }, // The inventory category or classification of the items being reported
      "quantity" : { Quantity }, // R!  The quantity of the item or items being reported
      "item" : { CodeableReference(BiologicallyDerivedProduct|Device|
     InventoryItem|Medication|NutritionProduct) } // R!  The code or reference to the item type
    }]
  }],
  "note" : [{ Annotation }] // A note associated with the InventoryReport
}

Turtle Template

@prefix fhir: <http://hl7.org/fhir/> .doco


[ a fhir:InventoryReport;
  fhir:nodeRole fhir:treeRoot; # if this is the parser root

  # from Resource: .id, .meta, .implicitRules, and .language
  # from DomainResource: .text, .contained, .extension, and .modifierExtension
  fhir:identifier  ( [ Identifier ] ... ) ; # 0..* Business identifier for the report
  fhir:status [ code ] ; # 1..1 draft | requested | active | entered-in-error
  fhir:countType [ code ] ; # 1..1 snapshot | difference
  fhir:operationType [ CodeableConcept ] ; # 0..1 addition | subtraction
  fhir:operationTypeReason [ CodeableConcept ] ; # 0..1 The reason for this count - regular count, ad-hoc count, new arrivals, etc
  fhir:reportedDateTime [ dateTime ] ; # 1..1 When the report has been submitted
  fhir:reporter [ Reference(Device|Patient|Practitioner|RelatedPerson) ] ; # 0..1 Who submits the report
  fhir:reportingPeriod [ Period ] ; # 0..1 The period the report refers to
  fhir:inventoryListing ( [ # 0..* An inventory listing section (grouped by any of the attributes)
    fhir:location [ Reference(Location) ] ; # 0..1 Location of the inventory items
    fhir:itemStatus [ CodeableConcept ] ; # 0..1 The status of the items that are being reported
    fhir:countingDateTime [ dateTime ] ; # 0..1 The date and time when the items were counted
    fhir:item ( [ # 0..* The item or items in this listing
      fhir:category [ CodeableConcept ] ; # 0..1 The inventory category or classification of the items being reported
      fhir:quantity [ Quantity ] ; # 1..1 The quantity of the item or items being reported
      fhir:item [ CodeableReference(BiologicallyDerivedProduct|Device|InventoryItem|Medication|NutritionProduct) ] ; # 1..1 The code or reference to the item type
    ] ... ) ;
  ] ... ) ;
  fhir:note  ( [ Annotation ] ... ) ; # 0..* A note associated with the InventoryReport
]

Changes from both R4 and R4B

This resource did not exist in Release R4

See the Full Difference for further information

This analysis is available for R4 as XML or JSON and for R4B as XML or JSON.

Structure

NameFlagsCard.TypeDescription & Constraintsdoco
.. InventoryReport TU DomainResource A report of inventory or stock items

Elements defined in Ancestors: id, meta, implicitRules, language, text, contained, extension, modifierExtension
... identifier Σ 0..* Identifier Business identifier for the report

... status ?!Σ 1..1 code draft | requested | active | entered-in-error
Binding: Inventory Report Status (Required)
... countType ?!Σ 1..1 code snapshot | difference
Binding: Inventory Count Type (Required)
... operationTypeReason Σ 0..1 CodeableConcept The reason for this count - regular count, ad-hoc count, new arrivals, etc
... reportedDateTime Σ 1..1 dateTime When the report has been submitted
... reporter 0..1 Reference(Practitioner | Patient | RelatedPerson | Device) Who submits the report
... reportingPeriod 0..1 Period The period the report refers to
... inventoryListing Σ 0..* BackboneElement An inventory listing section (grouped by any of the attributes)

.... location 0..1 Reference(Location) Location of the inventory items
.... itemStatus Σ 0..1 CodeableConcept The status of the items that are being reported
.... countingDateTime 0..1 dateTime The date and time when the items were counted
.... item Σ 0..* BackboneElement The item or items in this listing

..... category Σ 0..1 CodeableConcept The inventory category or classification of the items being reported
..... quantity Σ 1..1 Quantity The quantity of the item or items being reported
..... item Σ 1..1 CodeableReference(Medication | Device | NutritionProduct | InventoryItem | BiologicallyDerivedProduct) The code or reference to the item type
... note 0..* Annotation A note associated with the InventoryReport


doco Documentation for this format icon

See the Extensions for this resource

UML Diagram (Legend)

InventoryReport (DomainResource)Business identifier for the InventoryReportidentifier : Identifier [0..*]The status of the inventory check or notification - whether this is draft (e.g. the report is still pending some updates) or active (this element modifies the meaning of other elements)status : code [1..1] « null (Strength=Required)InventoryReportStatus! »Whether the report is about the current inventory count (snapshot) or a differential change in inventory (change) (this element modifies the meaning of other elements)countType : code [1..1] « null (Strength=Required)InventoryCountType! »What type of operation is being performed - addition or subtractionoperationType : CodeableConcept [0..1]The reason for this count - regular count, ad-hoc count, new arrivals, etcoperationTypeReason : CodeableConcept [0..1]When the report has been submittedreportedDateTime : dateTime [1..1]Who submits the reportreporter : Reference [0..1] « Practitioner|Patient|RelatedPerson| Device »The period the report refers toreportingPeriod : Period [0..1]A note associated with the InventoryReportnote : Annotation [0..*]InventoryListingLocation of the inventory itemslocation : Reference [0..1] « Location »The status of the itemsitemStatus : CodeableConcept [0..1]The date and time when the items were countedcountingDateTime : dateTime [0..1]ItemThe inventory category or classification of the items being reported. This is meant not for defining the product, but for inventory categories e.g. 'pending recount' or 'damaged'category : CodeableConcept [0..1]The quantity of the item or items being reportedquantity : Quantity [1..1]The code or reference to the item typeitem : CodeableReference [1..1] « Medication|Device|NutritionProduct| InventoryItem|BiologicallyDerivedProduct »The item or items in this listingitem[0..*]An inventory listing section (grouped by any of the attributes)inventoryListing[0..*]

XML Template

<InventoryReport xmlns="http://hl7.org/fhir"> doco
 <!-- from Resource: id, meta, implicitRules, and language -->
 <!-- from DomainResource: text, contained, extension, and modifierExtension -->
 <identifier><!-- 0..* Identifier Business identifier for the report --></identifier>
 <status value="[code]"/><!-- 1..1 draft | requested | active | entered-in-error -->
 <countType value="[code]"/><!-- 1..1 snapshot | difference -->
 <operationType><!-- 0..1 CodeableConcept addition | subtraction --></operationType>
 <operationTypeReason><!-- 0..1 CodeableConcept The reason for this count - regular count, ad-hoc count, new arrivals, etc --></operationTypeReason>
 <reportedDateTime value="[dateTime]"/><!-- 1..1 When the report has been submitted -->
 <reporter><!-- 0..1 Reference(Device|Patient|Practitioner|RelatedPerson) Who submits the report --></reporter>
 <reportingPeriod><!-- 0..1 Period The period the report refers to --></reportingPeriod>
 <inventoryListing>  <!-- 0..* An inventory listing section (grouped by any of the attributes) -->
  <location><!-- 0..1 Reference(Location) Location of the inventory items --></location>
  <itemStatus><!-- 0..1 CodeableConcept The status of the items that are being reported --></itemStatus>
  <countingDateTime value="[dateTime]"/><!-- 0..1 The date and time when the items were counted -->
  <item>  <!-- 0..* The item or items in this listing -->
   <category><!-- 0..1 CodeableConcept The inventory category or classification of the items being reported --></category>
   <quantity><!-- 1..1 Quantity The quantity of the item or items being reported --></quantity>
   <item><!-- 1..1 CodeableReference(BiologicallyDerivedProduct|Device|
     InventoryItem|Medication|NutritionProduct) The code or reference to the item type --></item>
  </item>
 </inventoryListing>
 <note><!-- 0..* Annotation A note associated with the InventoryReport --></note>
</InventoryReport>

JSON Template

{doco
  "resourceType" : "InventoryReport",
  // from Resource: id, meta, implicitRules, and language
  // from DomainResource: text, contained, extension, and modifierExtension
  "identifier" : [{ Identifier }], // Business identifier for the report
  "status" : "<code>", // R!  draft | requested | active | entered-in-error
  "countType" : "<code>", // R!  snapshot | difference
  "operationType" : { CodeableConcept }, // addition | subtraction
  "operationTypeReason" : { CodeableConcept }, // The reason for this count - regular count, ad-hoc count, new arrivals, etc
  "reportedDateTime" : "<dateTime>", // R!  When the report has been submitted
  "reporter" : { Reference(Device|Patient|Practitioner|RelatedPerson) }, // Who submits the report
  "reportingPeriod" : { Period }, // The period the report refers to
  "inventoryListing" : [{ // An inventory listing section (grouped by any of the attributes)
    "location" : { Reference(Location) }, // Location of the inventory items
    "itemStatus" : { CodeableConcept }, // The status of the items that are being reported
    "countingDateTime" : "<dateTime>", // The date and time when the items were counted
    "item" : [{ // The item or items in this listing
      "category" : { CodeableConcept }, // The inventory category or classification of the items being reported
      "quantity" : { Quantity }, // R!  The quantity of the item or items being reported
      "item" : { CodeableReference(BiologicallyDerivedProduct|Device|
     InventoryItem|Medication|NutritionProduct) } // R!  The code or reference to the item type
    }]
  }],
  "note" : [{ Annotation }] // A note associated with the InventoryReport
}

Turtle Template

@prefix fhir: <http://hl7.org/fhir/> .doco


[ a fhir:InventoryReport;
  fhir:nodeRole fhir:treeRoot; # if this is the parser root

  # from Resource: .id, .meta, .implicitRules, and .language
  # from DomainResource: .text, .contained, .extension, and .modifierExtension
  fhir:identifier  ( [ Identifier ] ... ) ; # 0..* Business identifier for the report
  fhir:status [ code ] ; # 1..1 draft | requested | active | entered-in-error
  fhir:countType [ code ] ; # 1..1 snapshot | difference
  fhir:operationType [ CodeableConcept ] ; # 0..1 addition | subtraction
  fhir:operationTypeReason [ CodeableConcept ] ; # 0..1 The reason for this count - regular count, ad-hoc count, new arrivals, etc
  fhir:reportedDateTime [ dateTime ] ; # 1..1 When the report has been submitted
  fhir:reporter [ Reference(Device|Patient|Practitioner|RelatedPerson) ] ; # 0..1 Who submits the report
  fhir:reportingPeriod [ Period ] ; # 0..1 The period the report refers to
  fhir:inventoryListing ( [ # 0..* An inventory listing section (grouped by any of the attributes)
    fhir:location [ Reference(Location) ] ; # 0..1 Location of the inventory items
    fhir:itemStatus [ CodeableConcept ] ; # 0..1 The status of the items that are being reported
    fhir:countingDateTime [ dateTime ] ; # 0..1 The date and time when the items were counted
    fhir:item ( [ # 0..* The item or items in this listing
      fhir:category [ CodeableConcept ] ; # 0..1 The inventory category or classification of the items being reported
      fhir:quantity [ Quantity ] ; # 1..1 The quantity of the item or items being reported
      fhir:item [ CodeableReference(BiologicallyDerivedProduct|Device|InventoryItem|Medication|NutritionProduct) ] ; # 1..1 The code or reference to the item type
    ] ... ) ;
  ] ... ) ;
  fhir:note  ( [ Annotation ] ... ) ; # 0..* A note associated with the InventoryReport
]

Changes from both R4 and R4B

This resource did not exist in Release R4

See the Full Difference for further information

This analysis is available for R4 as XML or JSON and for R4B as XML or JSON.

 

Additional definitions: Master Definition XML + JSON, XML Schema/Schematron + JSON Schema, ShEx (for Turtle) + see the extensions, the spreadsheet version & the dependency analysis

12.29.4.1 Terminology Bindings

Path ValueSet Type Documentation
InventoryReport.status InventoryReportStatus Required

The status of the InventoryReport.
InventoryReport.countType InventoryCountType Required

The type of count.

12.29.5 Search Parameters

Search parameters for this resource. See also the full list of search parameters for this resource, and check the Extensions registry for search parameters on extensions related to this resource. The common parameters also apply. See Searching for more information about searching in REST, messaging, and services.

Name Type Description Expression In Common
identifier token Search by identifier InventoryReport.identifier
item token Search by items in inventory report InventoryReport.inventoryListing.item.item.concept
item-reference reference Search by items in inventory report InventoryReport.inventoryListing.item.item.reference
status token Search by status InventoryReport.status