HL7 Terminology (THO)
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HL7 Terminology (THO), published by HL7 International - Vocabulary Work Group. This guide is not an authorized publication; it is the continuous build for version 6.0.0 built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/UTG/ and changes regularly. See the Directory of published versions

CodeSystem: RoleClass

Official URL: http://terminology.hl7.org/CodeSystem/v3-RoleClass Version: 4.0.0
Active as of 2019-03-20 Responsible: Health Level Seven International Computable Name: RoleClass
Other Identifiers: OID:2.16.840.1.113883.5.110

Copyright/Legal: This material derives from the HL7 Terminology THO. THO is copyright ©1989+ Health Level Seven International and is made available under the CC0 designation. For more licensing information see: https://terminology.hl7.org/license.html

Codes for the Role class hierarchy. The values in this hierarchy, represent a Role which is an association or relationship between two entities - the entity that plays the role and the entity that scopes the role. Roles names are derived from the name of the playing entity in that role.

The role hierarchy stems from three core concepts, or abstract domains:

  • RoleClassOntological is an abstract domain that collects roles in which the playing entity is defined or specified by the scoping entity.
  • RoleClassPartitive collects roles in which the playing entity is in some sense a “part” of the scoping entity.
  • RoleClassAssociative collects all of the remaining forms of association between the playing entity and the scoping entity. This set of roles is further partitioned between:

    • RoleClassPassive which are roles in which the playing entity is used, known, treated, handled, built, or destroyed, etc. under the auspices of the scoping entity. The playing entity is passive in these roles in that the role exists without an agreement from the playing entity.
    • RoleClassMutualRelationship which are relationships based on mutual behavior of the two entities. The basis of these relationship may be formal agreements or they may be de facto behavior. Thus, this sub-domain is further divided into:

      • RoleClassRelationshipFormal in which the relationship is formally defined, frequently by a contract or agreement.
      • Personal relationship which inks two people in a personal relationship.

The hierarchy discussed above is represented In the current vocabulary tables as a set of abstract domains, with the exception of the “Personal relationship” which is a leaf concept.

OpenIssue: Description copied from Concept Domain of same name. Must be verified.

This Code system is referenced in the content logical definition of the following value sets:

Generated Narrative: CodeSystem v3-RoleClass

Language: en

Properties

This code system defines the following properties for its concepts

NameCodeURITypeDescription
Specializes Specializes Coding The child code is a more narrow version of the concept represented by the parent code. I.e. Every child concept is also a valid parent concept. Used to allow determination of subsumption. Must be transitive, irreflexive, antisymmetric.
Generalizes Generalizes Coding Inverse of Specializes. Only included as a derived relationship.
internalId internalId http://terminology.hl7.org/CodeSystem/utg-concept-properties#v3-internal-id code The internal identifier for the concept in the HL7 Access database repository.
Status status http://hl7.org/fhir/concept-properties#status code A property that indicates the status of the concept. One of active, experimental, deprecated, or retired.
Deprecation Date deprecationDate http://hl7.org/fhir/concept-properties#deprecationDate dateTime The date at which a concept was deprecated. Concepts that are deprecated but not inactive can still be used, but their use is discouraged.
Name:Class Name:Class http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Class code The formal name for the class clone under this code
Name:Role:player:Entity Name:Role:player:Entity http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Role-player code The name of the relationship from Role to the payer Entity
Name:Role:scoper:Entity Name:Role:scoper:Entity http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Role-scoper code The name of the relationship from Role to the scoper Entity
Sort:Entity:playedRole:Role Sort:Entity:playedRole:Role http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Entity-played-sort code Sort key for the relationship from the Entity to the playedRole
Sort:Entity:scopedRole:Role Sort:Entity:scopedRole:Role http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Entity-scoped-sort code The sort key for the relationship from the Entity to the scopedRole
Name:Entity:playedRole:Role Name:Entity:playedRole:Role http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Entity-played string The name of the relationship from the Entity to the playedRole
Name:Entity:scopedRole:Role Name:Entity:scopedRole:Role http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Entity-scoped string The name of the relationship from the Entity to the scopedRole
Name:Participation:role:Role Name:Participation:role:Role http://terminology.hl7.org/CodeSystem/utg-concept-properties#rim-Participation-role string The name of the relationship from Participation to Role
Not Selectable notSelectable http://hl7.org/fhir/concept-properties#notSelectable boolean Indicates that the code is abstract - only intended to be used as a selector for other concepts

Concepts

This case-sensitive code system http://terminology.hl7.org/CodeSystem/v3-RoleClass defines the following codes in a Is-A hierarchy:

LvlCodeDisplayDefinitionDeprecatedinternalIdStatusDeprecation DateName:ClassName:Role:player:EntityName:Role:scoper:EntitySort:Entity:playedRole:RoleSort:Entity:scopedRole:RoleName:Entity:playedRole:RoleName:Entity:scopedRole:RoleName:Participation:role:RoleNot Selectable
1 ROL role

Corresponds to the Role class

13940 active role (playing&)|player (scoping&)|scoper A________ A________ as& & &
2   _RoleClassAssociative RoleClassAssociative

A general association between two entities that is neither partitive nor ontological.

21113 active associatedEntity associated& scoping& AA_______ AA_______ as& & & true
3     _RoleClassMutualRelationship RoleClassMutualRelationship

A relationship that is based on mutual behavior of the two Entities as being related. The basis of such relationship may be agreements (e.g., spouses, contract parties) or they may be de facto behavior (e.g. friends) or may be an incidental involvement with each other (e.g. parties over a dispute, siblings, children).

21114 active relatedEntity related& scoping& AAA______ AAA______ as& & & true
4       _RoleClassRelationshipFormal RoleClassRelationshipFormal

A relationship between two entities that is formally recognized, frequently by a contract or similar agreement.

21118 active formalRelation related& related& AAAA_____ AAAA_____ as& & & true
5         AFFL affiliate

Player of the Affiliate role has a business/professional relationship with scoper. Player and scoper may be persons or organization. The Affiliate relationship does not imply membership in a group, nor does it exist for resource scheduling purposes.

Example: A healthcare provider is affiliated with another provider as a business associate.

21438 active affiliate affiliate& affiliated& AAAAR____ AAAAR____ as& & &
5         AGNT agent

An entity (player) that acts or is authorized to act on behalf of another entity (scoper).

14006 active agent agent& (represented&)|representee AAAAD____ AAAAD____ as& & &
6           ASSIGNED assigned entity

An agent role in which the agent is an Entity acting in the employ of an organization. The focus is on functional role on behalf of the organization, unlike the Employee role where the focus is on the 'Human Resources' relationship between the employee and the organization.

11595 active assignedEntity (assigned&)|assignee (represented&)|representee AAAADA___ AAAADA___ as& & &
7             COMPAR commissioning party

An Entity that is authorized to issue or instantiate permissions, privileges, credentials or other formal/legal authorizations.

21303 active commissioningParty commissioning& commissioningScoper AAAADAC__ AAAADAC__ as& & &
7             SGNOFF signing authority or officer

The role of a person (player) who is the officer or signature authority for of a scoping entity, usually an organization (scoper).

14007 active signatureAuthority signing(&|Authority) (represented&)|representee AAAADAB__ AAAADAB__ as& & &
6           CON contact

A person or an organization (player) which provides or receives information regarding another entity (scoper). Examples; patient NOK and emergency contacts; guarantor contact; employer contact.

12205 active contactParty contact(&|Party) (represented&)|representee AAAADAA__ AAAADAA__ as& & &
7             ECON emergency contact

An entity to be contacted in the event of an emergency.

19140 active emergencyContact emergencyContact(&|Party) (represented&)|representee AAAADAAB_ AAAADAAB_ as& & &
7             NOK next of kin

An individual designated for notification as the next of kin for a given entity.

19141 active nextOfKin nextOfKinContact& (represented&)|representee AAAADAAA_ AAAADAAA_ as& & &
6           GUARD guardian

Guardian of a ward

16324 active guardian guardian& ward& AAAADB___ AAAADB___ as& & &
5         CIT citizen

Citizen of apolitical entity

11568 active citizen citizen& political(&|Entity) AAAAF____ AAAAF____ as& & &
5         COVPTY covered party

A role class played by a person who receives benefit coverage under the terms of a particular insurance policy. The underwriter of that policy is the scoping entity. The covered party receives coverage because of some contractual or other relationship with the holder of that policy.

*Discussion:*This reason for coverage is captured in 'Role.code' and a relationship link with type code of indirect authority should be included using the policy holder role as the source, and the covered party role as the target.

Note that a particular policy may cover several individuals one of whom may be, but need not be, the policy holder. Thus the notion of covered party is a role that is distinct from that of the policy holder.

14011 active coveredParty covered(&|Party) (underwriting&)|underwriter AAAAI____ AAAAI____ as& & &
6           CLAIM claimant

Description: A role played by a party making a claim for coverage under a policy or program. A claimant must be either a person or organization, or a group of persons or organizations. A claimant is not a named insured or a program eligible.

Discussion: With respect to liability insurance such as property and casualty insurance, a claimant must file a claim requesting indemnification for a loss that the claimant considers covered under the policy of a named insured. The claims adjuster for the policy underwriter will review the claim to determine whether the loss meets the benefit coverage criteria under a policy, and base any indemnification or coverage payment on that review. If a third party is liable in whole or part for the loss, the underwriter may pursue third party liability recovery. A claimant may be involved in civil or criminal legal proceedings involving claims against a defendant party that is indemnified by an insurance policy or to protest the finding of a claims adjustor. With respect to life insurance, a beneficiary designated by a named insured becomes a claimant of the proceeds of coverage, as in the case of a life insurance policy. However, a claimant for coverage under life insurance is not necessarily a designated beneficiary.

Note: A claimant is not a named insured. However, a named insured may make a claim under a policy, e.g., an insured driver may make a claim for an injury under his or her comprehensive automobile insurance policy. Similarly, a program eligible may make a claim under program, e.g., an unemployed worker may claim benefits under an unemployment insurance program, but parties playing these covered party role classes are not, for purposes of this vocabulary and in an effort to clearly distinguish role classes, considered claimants.

In the case of a named insured making a claim, a role type code INSCLM (insured claimant) subtypes the class to indicate that either a named insured or an individual insured has filed a claim for a loss. In the case of a program eligible, a role type code INJWKR (injured worker) subtypes the class to indicate that the covered party in a workers compensation program is an injured worker, and as such, has filed a "claim" under the program for benefits. Likewise, a covered role type code UNEMP (unemployed worker) subtypes the program eligible class to indicate that the covered party in an unemployment insurance program has filed a claim for unemployment benefits.

Example: A claimant under automobile policy that is not the named insured.

21955 active claimant as& & &
6           NAMED named insured

Description: A role played by a party to an insurance policy to which the insurer agrees to indemnify for losses, provides benefits for, or renders services. A named insured may be either a person, non-person living subject, or an organization, or a group of persons, non-person living subjects, or organizations.

Discussion: The coded concept NAMED should not be used where a more specific child concept in this Specializable value set applies. In some cases, the named insured may not be the policy holder, e.g., where a policy holder purchases life insurance policy in which another party is the named insured and the policy holder is the beneficiary of the policy.

Note: The party playing the role of a named insured is not a claimant in the sense conveyed by the RoleClassCoveredParty CLAIM (claimant). However, a named insured may make a claim under a policy, e.g., e.g., a party that is the named insured and policy holder under a comprehensive automobile insurance policy may become the claimant for coverage under that policy e.g., if injured in an automobile accident and there is no liable third party. In the case of a named insured making a claim, a role type code INSCLM (insured claimant) subtypes the class to indicate that a named insured has filed a claim for a loss.

Example: The named insured under a comprehensive automobile, disability, or property and casualty policy that is the named insured and may or may not be the policy holder.

21957 active namedInsured as& & &
7             DEPEN dependent

Description: A role played by a person covered under a policy or program based on an association with a subscriber, which is recognized by the policy holder.

Note: The party playing the role of a dependent is not a claimant in the sense conveyed by the RoleClassCoveredParty CLAIM (claimant). However, a dependent may make a claim under a policy, e.g., a dependent under a health insurance policy may become the claimant for coverage under that policy for wellness examines or if injured and there is no liable third party. In the case of a dependent making a claim, a role type code INSCLM (insured claimant) subtypes the class to indicate that the dependent has filed a claim for services covered under the health insurance policy.

Example: The dependent has an association with the subscriber such as a financial dependency or personal relationship such as that of a spouse, or a natural or adopted child. The policy holder may be required by law to recognize certain associations or may have discretion about the associations. For example, a policy holder may dictate the criteria for the dependent status of adult children who are students, such as requiring full time enrollment, or may recognize domestic partners as dependents. Under certain circumstances, the dependent may be under the indirect authority of a responsible party acting as a surrogate for the subscriber, for example, if the subscriber is differently abled or deceased, a guardian ad Lidem or estate executor may be appointed to assume the subscriberaTMs legal standing in the relationship with the dependent.

21960 active dependent as& & &
7             INDIV individual

Description: A role played by a party covered under a policy as the policy holder. An individual may be either a person or an organization.

Note: The party playing the role of an individual insured is not a claimant in the sense conveyed by the RoleClassCoveredParty CLAIM (claimant). However, a named insured may make a claim under a policy, e.g., a party that is the named insured and policy holder under a comprehensive automobile insurance policy may become the claimant for coverage under that policy if injured in an automobile accident and there is no liable third party. In the case of an individual insured making a claim, a role type code INSCLM (insured claimant) subtypes the class to indicate that an individual insured has filed a claim for a loss.

Example: The individual insured under a comprehensive automobile, disability, or property and casualty policy that is the policy holder.

21958 active individual as& & &
7             SUBSCR subscriber

Description: A role played by a person covered under a policy based on association with a sponsor who is the policy holder, and whose association may provide for the eligibility of dependents for coverage.

Discussion: The policy holder holds the contract with the policy or program underwriter. The subscriber holds a certificate of coverage under the contract. In legal proceedings concerning the policy or program, the terms of the contract takes precedence over the terms of the certificate of coverage if there are any inconsistencies.

Note: The party playing the role of a subscriber is not a claimant in the sense conveyed by the RoleClassCoveredParty CLAIM (claimant). However, a subscriber may make a claim under a policy, e.g., a subscriber under a health insurance policy may become the claimant for coverage under that policy for wellness examines or if injured and there is no liable third party. In the case of a subscriber making a claim, a role type code INSCLM (insured claimant) subtypes the class to indicate that the subscriber has filed a claim for services covered under the health insurance policy.

Example: An employee or a member of an association.

21959 active subscriber as& & &
6           PROG program eligible

Description: A role played by a party that meets the eligibility criteria for coverage under a program. A program eligible may be either a person, non-person living subject, or an organization, or a group of persons, non-person living subjects, or organizations.

Discussion: A program as typically government administered coverage for parties determined eligible under the terms of the program.

Note: The party playing a program eligible is not a claimant in the sense conveyed by the RoleClassCoveredParty CLAIM (claimant). However a program eligible may make a claim under program, e.g., an unemployed worker may claim benefits under an unemployment insurance program, but parties playing these covered party role classes are not, for purposes of this vocabulary and in an effort to clearly distinguish role classes, considered claimants.

In the case of a program eligible, a role type code INJWKR (injured worker) subtypes the class to indicate that the covered party in a workers compensation program is an injured worker, and as such, has filed a "claim" under the program for benefits. Likewise, a covered role type code UNEMP (unemployed worker) subtypes the program eligible class to indicate that the covered party in an unemployment insurance program has filed a claim for unemployment benefits.

Example: A party meeting eligibility criteria related to health or financial status, e.g., in the U.S., persons meeting health, demographic, or financial criteria established by state and federal law are eligible for Medicaid.

21956 active programEligible as& & &
5         CRINV clinical research investigator

A role played by a provider, always a person, who has agency authority from a Clinical Research Sponsor to direct the conduct of a clinical research trial or study on behalf of the sponsor.

19164 active clinicalResearchInvestigator investigator& sponsoring& AAAAH____ AAAAH____ as& & &
5         CRSPNSR clinical research sponsor

A role played by an entity, usually an organization, that is the sponsor of a clinical research trial or study. The sponsor commissions the study, bears the expenses, is responsible for satisfying all legal requirements concerning subject safety and privacy, and is generally responsible for collection, storage and analysis of the data generated during the trial. No scoper is necessary, as a clinical research sponsor undertakes the role on its own authority and declaration. Clinical research sponsors are usually educational or other research organizations, government agencies or biopharmaceutical companies.

19165 active clinicalResearchSponsor sponsor& sponsorshipAuthorizing& AAAAG____ AAAAG____ as& & &
5         EMP employee

A relationship between a person or organization and a person or organization formed for the purpose of exchanging work for compensation. The purpose of the role is to identify the type of relationship the employee has to the employer, rather than the nature of the work actually performed. (Contrast with AssignedEntity.)

11569 active employment employee& employer& AAAAE____ AAAAE____ as& & &
6           MIL military person

A role played by a member of a military service. Scoper is the military service (e.g. Army, Navy, Air Force, etc.) or, more specifically, the unit (e.g. Company C, 3rd Battalion, 4th Division, etc.)

11570 active militaryPerson military& militaryService(&-ORG) AAAAEA___ AAAAEA___ as& & &
5         GUAR guarantor

A person or organization (player) that serves as a financial guarantor for another person or organization (scoper).

13941 active guarantor guarantor& promisor& AAAAJ____ AAAAJ____ as& & &
5         INVSBJ Investigation Subject

An entity that is the subject of an investigation. This role is scoped by the party responsible for the investigation.

21464 active investigativeSubject subject& investigationSponsor AAAAB____ AAAAB____ as& & &
6           CASEBJ Case Subject

A person, non-person living subject, or place that is the subject of an investigation related to a notifiable condition (health circumstance that is reportable within the applicable public health jurisdiction)

21465 active caseSubject subject& caseMonitor AAAABA___ AAAABA___ as& & &
6           RESBJ research subject

**Definition:**Specifies the administrative functionality within a formal experimental design for which the ResearchSubject role was established.

Examples: Screening - role is used for pre-enrollment evaluation portion of the design; enrolled - role is used for subjects admitted to the experimental portion of the design.

19166 active researchSubject subject& researchSponsor AAAABB___ AAAABB___ as& & &
5         LIC licensed entity

A relationship in which the scoper certifies the player ( e. g. a medical care giver, a medical device or a provider organization) to perform certain activities that fall under the jurisdiction of the scoper (e.g., a health authority licensing healthcare providers, a medical quality authority certifying healthcare professionals).

16773 active licensedEntity subject& (issuing&)|issuer AAAAC____ AAAAC____ as& & &
6           NOT notary public 11576 active notaryPublic notaryPublic& political(&|Entity) AAAACB___ AAAACB___ as& & &
6           PROV healthcare provider

An Entity (player) that is authorized to provide health care services by some authorizing agency (scoper).

11599 active healthCareProvider healthCare(&|Provider) (issuing&)|issuer AAAACA___ AAAACA___ as& & &
5         PAT patient

A Role of a LivingSubject (player) as an actual or potential recipient of health care services from a healthcare provider organization (scoper).

Usage Note: Communication about relationships between patients and specific healthcare practitioners (people) is not done via scoper. Instead this is generally done using the CareProvision act. This allows linkage between patient and a particular healthcare practitioner role and also allows description of the type of care involved in the relationship.

11577 active patient patient& provider& AAAAA____ AAAAA____ as& & &
5         PAYEE payee

The role of an organization or individual designated to receive payment for a claim against a particular coverage. The scoping entity is the organization that is the submitter of the invoice in question.

14015 active payee payee& invoicing& AAAAK____ AAAAK____ as& & &
5         PAYOR invoice payor

The role of an organization that undertakes to accept claims invoices, assess the coverage or payments due for those invoices and pay to the designated payees for those invoices. This role may be either the underwriter or a third-party organization authorized by the underwriter. The scoping entity is the organization that underwrites the claimed coverage.

14014 active payor invoicePayor& (underwriting&)|underwriter AAAAL____ AAAAL____ as& & &
5         POLHOLD policy holder

A role played by a person or organization that holds an insurance policy. The underwriter of that policy is the scoping entity.

*Discussion:*The identifier of the policy is captured in 'Role.id' when the Role is a policy holder.

A particular policy may cover several individuals one of whom may be, but need not be, the policy holder. Thus the notion of covered party is a role that is distinct from that of the policy holder.

14010 active policyHolder policyHolder& (underwriting&)|underwriter AAAAM____ AAAAM____ as& & &
5         QUAL qualified entity

An entity (player) that has been recognized as having certain training/experience or other characteristics that would make said entity an appropriate performer for a certain activity. The scoper is an organization that educates or qualifies entities.

11619 active qualifiedEntity qualified(&|Entity) qualificationGranting(&|Entity) AAAAP____ AAAAP____ as& & &
5         SPNSR coverage sponsor

A role played by an entity, usually an organization that is the sponsor of an insurance plan or a health program. A sponsor is the party that is ultimately accountable for the coverage by employment contract or by law. A sponsor can be an employer, union, government agency, or association. Fully insured sponsors establish the terms of the plan and contract with health insurance plans to assume the risk and to administer the plan. Self-insured sponsors delegate coverage administration, but not risk, to third-party administrators. Program sponsors designate services to be covered in accordance with statute. Program sponsors may administer the coverage themselves, delegate coverage administration, but not risk to third-party administrators, or contract with health insurance plans to assume the risk and administrator a program. Sponsors qualify individuals who may become

  1. a policy holder of the plan;
  2. where the sponsor is the policy holder, who may become a subscriber or a dependent to a policy under the plan; or
  3. where the sponsor is a government agency, who may become program eligibles under a program.

The sponsor role may be further qualified by the SponsorRole.code. Entities playing the sponsor role may also play the role of a Coverage Administrator.

Example: An employer, union, government agency, or association.

14012 active sponsor sponsor& (underwriting&)|underwriter AAAAN____ AAAAN____ as& & &
5         STD student

A role played by an individual who is a student of a school, which is the scoping entity.

12248 active student student school(&|Entity) AAAAQ____ AAAAQ____ as& & &
5         UNDWRT underwriter

A role played by a person or an organization. It is the party that

  1. accepts fiscal responsibility for insurance plans and the policies created under those plans;
  2. administers and accepts fiscal responsibility for a program that provides coverage for services to eligible individuals; and/or
  3. has the responsibility to assess the merits of each risk and decide a suitable premium for accepting all or part of the risk. If played by an organization, this role may be further specified by an appropriate RoleCode.

Example:

  1. A health insurer;
  2. Medicaid Program;
  3. Lloyd's of London
14009 active underwriter (underwriting&)|underwriter scoper& AAAAO____ AAAAO____ as& & &
4       CAREGIVER caregiver

A person responsible for the primary care of a patient at home.

21355 active careGiver careGiver& careGiverScoper AAAC_____ AAAC_____ as& & &
4       PRS personal relationship

Links two entities with classCode PSN (person) in a personal relationship. The character of the relationship must be defined by a PersonalRelationshipRoleType code. The player and scoper are determined by PersonalRelationshipRoleType code as well.

19167 active personalRelationship relationshipHolder personalRelationshipWith AAAB_____ AAAB_____ as& & &
4       SELF self

The "same" roleclass asserts an identity between playing and scoping entities: that they are in fact instances of the same entity and, in the case of discrepancies (e.g different DOB, gender), that one or both are in error.

Usage:

playing and scoping entities must have same classcode, but need not have identical attributes or values.

Example:

a provider registry maintains sets of conflicting demographic data for what is reported to be the same individual.

21437 retired as& & &
3     _RoleClassPassive RoleClassPassive

An association for a playing Entity that is used, known, treated, handled, built, or destroyed, etc. under the auspices of the scoping Entity. The playing Entity is passive in these roles (even though it may be active in other roles), in the sense that the kinds of things done to it in this role happen without an agreement from the playing Entity.

21117 active passiveRelation playing& scoping& AAB______ AAB______ as& & & true
4       ACCESS access

A role in which the playing entity (material) provides access to another entity. The principal use case is intravenous (or other bodily) access lines that preexist and need to be referred to for medication routing instructions.

11592 active access access& accessed& AABM_____ AABM_____ as& & &
4       ADJY adjacency

A physical association whereby two Entities are in some (even lose) spatial relationship with each other such that they touch each other in some way.

Examples: the colon is connected (and therefore adjacent) to the jejunum; the colon is adjacent to the liver (even if not actually connected.)

UsageConstraints: Adjacency is in principle a symmetrical connection, but scoper and player of the role should, where applicable, be assigned to have scoper be the larger, more central Entity and player the smaller, more distant, appendage.

23095 active adjacency distal& proximal& AAB______ AAB______ as& & &
5         CONC connection

An adjacency of two Entities held together by a bond which attaches to each of the two entities.

Examples: biceps brachii muscle connected to the radius bone, port 3 on a network switch connected to port 5 on a patch panel.

UsageConstraints: See Adjacency for the assignment of scoper (larger, more central) and player (smaller, more distant).

23096 active connection distal& proximal& AAB______ AAB______ as& & &
6           BOND molecular bond

A connection between two atoms of a molecule.

Examples: double bond between first and second C in ethane, peptide bond between two amino-acid, disulfide bridge between two proteins, chelate and ion associations, even the much weaker van-der-Waals bonds can be considered molecular bonds.

UsageConstraints: See connection and adjacency for the assignment of player and scoper.

23098 active bond distal& proximal& AAB______ AAB______ as& & &
6           CONY continuity

A connection between two regional parts.

Examples: the connection between ascending aorta and the aortic arc, connection between descending colon and sigmoid.

UsageConstraints: See connection and adjacency for the assignment of player and scoper.

23097 active continuity distal& proximal& AAB______ AAB______ as& & &
4       ADMM Administerable Material

A material (player) that can be administered to an Entity (scoper).

21435 active administrableMaterial administrable(&|Product) (scoping&)|scoper AABO_____ AABO_____ as& & &
4       BIRTHPL birthplace

Relates a place (playing Entity) as the location where a living subject (scoping Entity) was born.

11589 active birthplace birthplace birthplaceFor& AABL_____ AABL_____ as& & &
4       DEATHPLC place of death

Definition: Relates a place (playing Entity) as the location where a living subject (scoping Entity) died.

21640 active placeOfDeath as& & &
4       DST distributed material

A material (player) distributed by a distributor (scoper) who functions between a manufacturer and a buyer or retailer.

10418 active distributedProduct distributed(&|Product) (distributing&)|distributor AABB_____ AABB_____ as& & &
5         RET retailed material

Material (player) sold by a retailer (scoper), who also give advice to prospective buyers.

10419 active retailedProduct retailed(&|Product) retailer& AABBA____ AABBA____ as& & &
4       EXLOC event location

A role played by a place at which the location of an event may be recorded.

23368 active eventLocation EventLocation(&-PLC) AABI_____ AABI_____ as& & &
5         SDLOC service delivery location

A role played by a place at which services may be provided.

16927 active serviceDeliveryLocation location(&-PLC) serviceProvider& AABJ_____ AABJ_____ as& & &
6           DSDLOC dedicated service delivery location

A role of a place (player) that is intended to house the provision of services. Scoper is the Entity (typically Organization) that provides these services. This is not synonymous with "ownership."

11600 active dedicatedServiceDeliveryLocation location(&-PLC) recognizing& AABJB____ AABJB____ as& & &
6           ISDLOC incidental service delivery location

A role played by a place at which health care services may be provided without prior designation or authorization.

16929 active incidentalServiceDeliveryLocation location(&-PLC) recognizing& AABJA____ AABJA____ as& & &
4       EXPR exposed entity

A role played by an entity that has been exposed to a person or animal suffering a contagious disease, or with a location from which a toxin has been distributed. The player of the role is normally a person or animal, but it is possible that other entity types could become exposed. The role is scoped by the source of the exposure, and it is quite possible for a person playing the role of exposed party to also become the scoper a role played by another person. That is to say, once a person has become infected, it is possible, perhaps likely, for that person to infect others.

Management of exposures and tracking exposed parties is a key function within public health, and within most public health contexts - exposed parties are known as "contacts."

19131 active exposedEntity exposed& exposing& AABN_____ AABN_____ as& & &
4       HLD held entity

Entity that is currently in the possession of a holder (scoper), who holds, or uses it, usually based on some agreement with the owner.

10422 active heldEntity held(&|Entity) (holding&)|holder AABC_____ AABC_____ as& & &
4       HLTHCHRT health chart

The role of a material (player) that is the physical health chart belonging to an organization (scoper).

11618 active healthChart healthChart& subject& AABI_____ AABI_____ as& & &
4       IDENT identified entity

A role in which the scoping entity designates an identifier for a playing entity.

16721 active identifiedEntity identified(&|Entity) assigning(&|Authority) AABA_____ AABA_____ as& & &
4       MANU manufactured product

Scoped by the manufacturer

11580 active manufacturedProduct manufactured(&|Product) manufacturer& AABD_____ AABD_____ as& & &
5         THER therapeutic agent

A manufactured material (player) that is used for its therapeutic properties. The manufacturer is the scoper.

11581 active manufacturedProduct manufactured(&|Product) manufacturer& AABDA____ AABDA____ as& & &
4       MNT maintained entity

An entity (player) that is maintained by another entity (scoper). This is typical role held by durable equipment. The scoper assumes responsibility for proper operation, quality, and safety.

10427 active maintainedEntity maintained(&|Entity) (maintaining&)|maintainer AABE_____ AABE_____ as& & &
4       OWN owned entity

An Entity (player) for which someone (scoper) is granted by law the right to call the material (player) his own. This entitles the scoper to make decisions about the disposition of that material.

10421 active ownedEntity owned(&|Entity) (owning&)|owner AABF_____ AABF_____ as& & &
4       RGPR regulated product

A product regulated by some governmentatl orgnization. The role is played by Material and scoped by Organization.

Rationale: To support an entity clone used to identify the NDC number for a drug product.

19132 active regulatedProduct regulated(&|Product) regulator& AABH_____ AABH_____ as& & &
4       TERR territory of authority

Relates a place entity (player) as the region over which the scoper (typically an Organization) has certain authority (jurisdiction). For example, the Calgary Regional Health Authority (scoper) has authority over the territory "Region 4 of Alberta" (player) in matters of health.

11583 active territorialAuthority territory(&-PLC) governing& AABK_____ AABK_____ as& & &
4       USED used entity

**Description:**An entity (player) that is used by another entity (scoper)

22755 active usedEntity as& & &
4       WRTE warranted product

A role a product plays when a guarantee is given to the purchaser by the seller (scoping entity) stating that the product is reliable and free from known defects and that the seller will repair or replace defective parts within a given time limit and under certain conditions.

16300 active warrantedProduct warranted(&|Product) (warranting&)|warranter AABG_____ AABG_____ as& & &
2   _RoleClassOntological RoleClassOntological

A relationship in which the scoping Entity defines or specifies what the playing Entity is. Thus, the player's "being" (Greek: ontos) is specified.

21115 active definedEntity defined& defining& AC_______ AC_______ as& & & true
3     EQUIV equivalent entity

Description: Specifies the player Entity (the equivalent Entity) as an Entity that is considered to be equivalent to a reference Entity (scoper). The equivalence is in principle a symmetric relationship, however, it is expected that the scoper is a reference entity which serves as reference entity for multiple different equivalent entities.

Examples: An innovator's medicine formulation is the reference for "generics", i.e., formulations manufactured differently but having been proven to be biologically equivalent to the reference medicine. Another example is a reference ingredient that serves as basis for quantity specifications (basis of strength, e.g., metoprolol succinate specified in terms of metoprolol tartrate.)

22399 active equivalentEntity as& & &
4       SAME same

The "same" role asserts an identity between playing and scoping entities, i.e., that they are in fact two records of the same entity instance, and, in the case of discrepancies (e.g different DOB, gender), that one or both are in error.

Usage:

playing and scoping entities must have same classCode, but need not have identical attributes or values.

Example:

a provider registry maintains sets of conflicting demographic data for what is reported to be the same individual.

21488 active same same& same& ACE______ ACE______ as& & &
4       SUBY subsumed by

Relates a prevailing record of an Entity (scoper) with another record (player) that it subsumes.

Examples: Show a correct new Person object (scoper) that subsumes one or more duplicate Person objects that had accidentally been created for the same physical person.

Constraints: Both the player and scoper must have the same classCode.

20070 active subsumedBy subsuming& subsumed& ACD______ ACD______ as& & &
3     GEN has generalization

Relates a specialized material concept (player) to its generalization (scoper).

10441 active specializedKind specialized(&|Kind) generalized(&|Kind) ACA______ ACA______ as& & &
4       GRIC has generic

A special link between pharmaceuticals indicating that the target (scoper) is a generic for the source (player).

10442 active entityWithGeneric specialized(&|Kind) generic(&|Kind) ACAA_____ ACAA_____ as& & &
3     INST instance

An individual piece of material (player) instantiating a class of material (scoper).

10443 active instanceOfKind &Instance kindOf& ACB______ ACB______ as& & &
3     SUBS subsumer

An entity that subsumes the identity of another. Used in the context of merging documented entity instances. Both the player and scoper must have the same classCode.

The use of this code is deprecated in favor of the term SUBY which is its inverse and is more ontologically correct.

Deprecated 16241 deprecated 2011-12-01 as& & &
2   _RoleClassPartitive RoleClassPartitive

An association between two Entities where the playing Entity is considered in some way "part" of the scoping Entity, e.g., as a member, component, ingredient, or content. Being "part" in the broadest sense of the word can mean anything from being an integral structural component to a mere incidental temporary association of a playing Entity with a (generally larger) scoping Entity.

21116 active partOfWhole part& whole& AB_______ AB_______ as& & & true
3     CONT content

Relates a material as the content (player) to a container (scoper). Unlike ingredients, the content and a container remain separate (not mixed) and the content can be removed from the container. A content is not part of an empty container.

10438 active content (contained(&-MAT))|content container& ABB______ ABB______ as& & &
3     EXPAGTCAR exposure agent carrier

An exposure agent carrier is an entity that is capable of conveying an exposure agent from one entity to another. The scoper of the role must be the exposure agent (e.g., pathogen).

22350 active exposureAgentCarrier as& & &
4       EXPVECTOR exposure vector

Description: A vector is a living subject that carries an exposure agent. The vector does not cause the disease itself, but exposes targets to the exposure agent. A mosquito carrying malaria is an example of a vector. The scoper of the role must be the exposure agent (e.g., pathogen).

22351 active exposureVector as& & &
4       FOMITE fomite

Description: A fomite is a non-living entity that is capable of conveying exposure agent from one entity to another. A doorknob contaminated with a Norovirus is an example of a fomite. Anyone touching the doorknob would be exposed to the virus. The scoper of the role must be the exposure agent (e.g., pathogen).

22352 active fomite as& & &
3     INGR ingredient

Relates a component (player) to a mixture (scoper). E.g., Glucose and Water are ingredients of D5W, latex may be an ingredient in a tracheal tube.

10430 active ingredient ingredient& ingredientOf& ABD______ ABD______ as& & &
4       ACTI active ingredient

Definition: a therapeutically active ingredient (player) in a mixture (scoper), where the mixture is typically a manufactured pharmaceutical. It is unknown if the quantity of such an ingredient is expressed precisely in terms of the playing ingredient substance, or, if it is specified in terms of a closely related substance (active moiety or reference substance).

10433 active activeIngredient activeIngredient& ingredientOf& ABDA_____ ABDA_____ as& & &
5         ACTIB active ingredient - basis of strength

Description: Active ingredient, where the ingredient substance (player) is itself the "basis of strength", i.e., where the Role.quantity specifies exactly the quantity of the player substance in the medicine formulation.

Examples: Lopressor 50 mg actually contains 50 mg of metoprolol succinate, even though the active moiety is metoprolol, but also: Tenormin 50 mg contain 50 mg of atenolol, as free base, i.e., where the active ingredient atenolol is also the active moiety.

22396 active activeIngredientBasisOfStrength as& & &
5         ACTIM active ingredient - moiety is basis of strength

Description: Active ingredient, where not the ingredient substance (player), but itaTMs active moiety is the "basis of strength", i.e., where the Role.quantity specifies the quantity of the player substance's active moiety in the medicine formulation.

Examples: 1 mL of Betopic 5mg/mL eye drops contains 5.6 mg betaxolol hydrochloride equivalent to betaxolol base 5 mg.

22397 active activeIngredientMoietyIsBasisOfStrength as& & &
5         ACTIR active ingredient - reference substance is basis of strength

Description: Active ingredient, where not the ingredient substance (player) but another reference substance with the same active moiety, is the "basis of strength", i.e., where the Role.quantity specifies the quantity of a reference substance, similar but different from the player substance's in the medicine formulation.

Examples: Toprol-XL 50 mg contains 47.5 mg of metoprolol succinate equivalent to 50 mg of metoprolol tartrate.

22398 active activeIngredientReferenceSubstanceIsBasisOfStrength as& & &
4       ADJV adjuvant

A component (player) added to enhance the action of an active ingredient (scoper) (in the manner of a catalyst) but which has no active effect in and of itself. Such ingredients are significant in defining equivalence of products in a way that inactive ingredients are not.

23059 active adjuvant as& & &
4       ADTV additive

An ingredient (player) that is added to a base (scoper), that amounts to a minor part of the overall mixture.

10432 active additive additive& additiveOf& ABDE_____ ABDE_____ as& & &
4       BASE base

A base ingredient (player) is what comprises the major part of a mixture (scoper). E.g., Water in most i.v. solutions, or Vaseline in salves. Among all ingredients of a material, there should be only one base. A base substance can, in turn, be a mixture.

10431 active base base& baseOf& ABDC_____ ABDC_____ as& & &
4       CNTM contaminant ingredient

An ingredient whose presence is not intended but may not be reasonably avoided given the circumstances of the mixture's nature or origin.

23369 active contaminant contaminant& ABDF_____ ABDF_____ as& & &
4       IACT inactive ingredient

An ingredient which is not considered therapeutically active, e.g., colors, flavors, stabilizers, or preservatives, fillers, or structural components added to an active ingredient in order to facilitate administration of the active ingredient but without being considered therapeutically active. An inactive ingredient need not be biologically inert, e.g., might be active as an allergen or might have a pleasant taste, but is not an essential constituent delivering the therapeutic effect.

19089 active inactiveIngredient inactiveIngredient& ingredientOf& ABDD_____ ABDD_____ as& & &
5         COLR color additive

A substance (player) influencing the optical aspect of material (scoper).

10437 active colorAdditive color& additiveOf& ABDDC____ ABDDC____ as& & &
5         FLVR flavor additive

A substance (player) added to a mixture (scoper) to make it taste a certain way. In food the use is obvious, in pharmaceuticals flavors can hide disgusting taste of the active ingredient (important in pediatric treatments).

10436 active flavorAdditive flavor& additiveOf& ABDDD____ ABDDD____ as& & &
5         PRSV preservative

A substance (player) added to a mixture (scoper) to prevent microorganisms (fungi, bacteria) to spoil the mixture.

10435 active preservative preservative& preservativeOf& ABDDA____ ABDDA____ as& & &
5         STBL stabilizer

A stabilizer (player) added to a mixture (scoper) in order to prevent the molecular disintegration of the main substance.

10434 active stabilizer stabilizer& stabilizerOf& ABDDB____ ABDDB____ as& & &
4       MECH mechanical ingredient

An ingredient (player) of a medication (scoper) that is inseparable from the active ingredients, but has no intended chemical or pharmaceutical effect itself, but which may have some systemic effect on the patient.

An example is a collagen matrix used as a base for transplanting skin cells. The collagen matrix can be left permanently in the graft site. Because it is of bovine origin, the patient may exhibit allergies or may have cultural objections to its use.

23060 active mechanicalIngredient as& & &
3     LOCE located entity

Relates an entity (player) to a location (scoper) at which it is present in some way. This presence may be limited in time.

16815 active locatedEntity located(&|Entity) location(&-PLC) ABE______ ABE______ as& & &
4       STOR stored entity

Relates an entity (player) (e.g. a device) to a location (scoper) at which it is normally found or stored when not used.

16817 active storedEntity stored(&|Entity) storageLocation(&-PLC) ABEA_____ ABEA_____ as& & &
3     MBR member

A role played by an entity that is a member of a group. The group provides the scope for this role.

Among other uses, groups as used in insurance (groups of covered individuals) and in scheduling where resources may be grouped for scheduling and logistical purposes.

12204 active member member& group& ABF______ ABF______ as& & &
3     PART part

Definition: an association between two Entities where the playing Entity (the part) is a component of the whole (scoper) in the sense of an integral structural component, that is distinct from other parts in the same whole, has a distinct function in the whole, and, as an effect, the full integrity of the whole depends (to some degree) on the presence of this part, even though the part may often be separable from the whole.

Discussion: Part is defined in opposition to (a) ingredient (not separable), (b) content (not a functional component), and (c) member (not functionally distinct from other members).

19102 active partOfWhole part& whole& ABC______ ABC______ as& & &
4       ACTM active moiety

The molecule or ion that is responsible for the intended pharmacological action of the drug substance, excluding those appended or associated parts of the molecule that make the molecule an ester, salt (including a salt with hydrogen or coordination bonds), or other noncovalent derivative (such as a complex, chelate, or clathrate).

Examples: heparin-sodium and heparin-potassium have the same active moiety, heparin; the active moiety of morphine-hydrochloride is morphine.

19088 active activeMoiety activeMoiety moietyOf& ABDB_____ ABDB_____ as& & &
3     SPEC specimen

A role played by a material entity that is a specimen for an act. It is scoped by the source of the specimen.

11591 active specimen specimen& source& ABA______ ABA______ as& & &
4       ALQT aliquot

A portion (player) of an original or source specimen (scoper) used for testing or transportation.

14026 active aliquot aliquot& source& ABAA_____ ABAA_____ as& & &
4       ISLT isolate

A microorganism that has been isolated from other microorganisms or a source matrix.

16302 active isolate isolate& source& ABAB_____ ABAB_____ as& & &
1 CHILD child

The player of the role is a child of the scoping entity, in a generic sense.

11560 retired as& & &
1 CRED credentialed entity

A role played by an entity that receives credentials from the scoping entity.

16930 retired as& & &
1 NURPRAC nurse practitioner 11574 retired as& & &
1 NURS nurse 11573 retired as& & &
1 PA physician assistant 11575 retired as& & &
1 PHYS physician 11572 retired as& & &

History

DateActionAuthorCustodianComment
2023-11-14reviseMarc DuteauTSMGAdd standard copyright and contact to internal content; up-476
2022-10-18reviseMarc DuteauTSMGFixing missing metadata; up-349
2022-02-17 00:00:32+1100reviseGrahame GrieveVocabulary WGPopulate Missing caseSensitive property; UP-286
2020-10-25reviseLloyd McKenzieModeling and Methodology WGFixes for valid coremif generation
2020-05-06reviseTed KleinVocabulary WGMigrated to the UTG maintenance environment and publishing tooling.