Description I:

In order to reduce the risk of errors during the care process due to missed tasks, the provider is able to view the status of each task (e.g., unassigned, on hold, started, performed, canceled, denied, and resolved) and current work lists, lists of unassigned tasks or undisposed tasks, or of other tasks where a risk of omission exists. The timeliness of certain tasks can be tracked, or reports generated, in accordance with relevant law and accreditation standards. For example, a provider is able to create a report that shows tests that have not yet been performed such as urine specimen obtained, blood work drawn, etc. Another example is that of an electronic prescribing system that would track when a refill request or prescription change is received, who it has been assigned to, the action performed, and when it was completed.

Criteria N:
AS.5.4#01 SHALL

The system SHALL provide the ability to update the status of tasks.
AS.5.4#02 SHOULD dependent

The system SHOULD provide the ability to determine and update the status of tasks based on workflow and clinical rules and according to scope of practice, organizational policy, and/or jurisdictional law.
AS.5.4#03 SHALL

The system SHALL provide the ability to render notices of the status of tasks to providers.
AS.5.4#04 MAY

The system MAY provide the ability to capture subscription preferences for notices of changes in the status of tasks.
AS.5.4#05 SHALL

The system SHALL provide the ability to determine the order of clinical tasks based on status.
AS.5.4#06 SHOULD

The system SHOULD provide the ability to present current clinical tasks as work lists.
AS.5.4#07 SHOULD

The system SHOULD provide the ability to enter configuration parameters for filtering and rendering of clinical task lists.
AS.5.4#08 SHOULD

The system SHOULD provide the ability to render clinical task lists based on configuration entered by the user.
AS.5.4#09 MAY

The system MAY render a notification to the tasking or requesting provider when clinical tasks are complete.
AS.5.4#10 SHOULD

The system SHOULD provide the ability to enter time limits on particular tasks that have a deadline or require follow-up.
AS.5.4#11 SHOULD

The system SHOULD provide the ability to determine when time limits for particular tasks are exceeded.
AS.5.4#12 SHALL conditional profiled

IF the system provides the ability to determine when time limits for a particular task are exceeded, THEN the system SHALL provide the ability to render a list of these tasks.
AS.5.4#13 SHOULD

The system SHOULD render a list of tasks that have not been completed at any time including the time of patient disposition.
AS.5.4#14 SHALL

The system SHALL provide the ability to update task status (e.g., unassigned, on hold, started, performed, canceled, denied, and resolved).
AS.5.4#15 SHOULD

The system SHOULD determine and update the status of tasks based on workflow rules.
<status value="active"/> <date value="2025-12-19T08:44:27+00:00"/> <publisher value="HL7 International / Electronic Health Records"/> <contact> <telecom> <system value="url"/> <value value="http://www.hl7.org/Special/committees/ehr"/> </telecom> </contact> <description value="Track tasks to facilitate monitoring for timely and appropriate completion of each task."/> <jurisdiction> <coding> <system value="urn:iso:std:iso:3166"/> <code value="US"/> </coding> </jurisdiction> <purpose value="In order to reduce the risk of errors during the care process due to missed tasks, the provider is able to view the status of each task (e.g., unassigned, on hold, started, performed, canceled, denied, and resolved) and current work lists, lists of unassigned tasks or undisposed tasks, or of other tasks where a risk of omission exists. The timeliness of certain tasks can be tracked, or reports generated, in accordance with relevant law and accreditation standards. For example, a provider is able to create a report that shows tests that have not yet been performed such as urine specimen obtained, blood work drawn, etc. Another example is that of an electronic prescribing system that would track when a refill request or prescription change is received, who it has been assigned to, the action performed, and when it was completed."/> <derivedFrom value="http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-AS.5.4"/> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-01"/> <label value="AS.5.4#01"/> <conformance value="SHALL"/> <conditionality value="false"/> <requirement value="The system SHALL provide the ability to update the status of tasks."/> <derivedFrom value="AS.5.4#1"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="true"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-02"/> <label value="AS.5.4#02"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to determine and update the status of tasks based on workflow and clinical rules and according to scope of practice, organizational policy, and/or jurisdictional law."/> <derivedFrom value="AS.5.4#2"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-03"/> <label value="AS.5.4#03"/> <conformance value="SHALL"/> <conditionality value="false"/> <requirement value="The system SHALL provide the ability to render notices of the status of tasks to providers."/> <derivedFrom value="AS.5.4#3"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-04"/> <label value="AS.5.4#04"/> <conformance value="MAY"/> <conditionality value="false"/> <requirement value="The system MAY provide the ability to capture subscription preferences for notices of changes in the status of tasks."/> <derivedFrom value="AS.5.4#4"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-05"/> <label value="AS.5.4#05"/> <conformance value="SHALL"/> <conditionality value="false"/> <requirement value="The system SHALL provide the ability to determine the order of clinical tasks based on status."/> <derivedFrom value="AS.5.4#5"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-06"/> <label value="AS.5.4#06"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to present current clinical tasks as work lists."/> <derivedFrom value="AS.5.4#6"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-07"/> <label value="AS.5.4#07"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to enter configuration parameters for filtering and rendering of clinical task lists."/> <derivedFrom value="AS.5.4#7"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-08"/> <label value="AS.5.4#08"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to render clinical task lists based on configuration entered by the user."/> <derivedFrom value="AS.5.4#8"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-09"/> <label value="AS.5.4#09"/> <conformance value="MAY"/> <conditionality value="false"/> <requirement value="The system MAY render a notification to the tasking or requesting provider when clinical tasks are complete."/> <derivedFrom value="AS.5.4#9"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-10"/> <label value="AS.5.4#10"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to enter time limits on particular tasks that have a deadline or require follow-up."/> <derivedFrom value="AS.5.4#10"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-11"/> <label value="AS.5.4#11"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD provide the ability to determine when time limits for particular tasks are exceeded."/> <derivedFrom value="AS.5.4#11"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="C"/> </extension> <key value="DHFPR2-AS.5.4-12"/> <label value="AS.5.4#12"/> <conformance value="SHALL"/> <conditionality value="true"/> <requirement value="IF the system provides the ability to determine when time limits for a particular task are exceeded, THEN the system SHALL provide the ability to render a list of these tasks."/> <derivedFrom value="AS.5.4#12"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-13"/> <label value="AS.5.4#13"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD render a list of tasks that have not been completed at any time including the time of patient disposition."/> <derivedFrom value="AS.5.4#13"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-14"/> <label value="AS.5.4#14"/> <conformance value="SHALL"/> <conditionality value="false"/> <requirement value="The system SHALL provide the ability to update task status (e.g., unassigned, on hold, started, performed, canceled, denied, and resolved)."/> <derivedFrom value="AS.5.4#14"/> </statement> <statement> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent"> <valueBoolean value="false"/> </extension> <extension url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info"> <valueCode value="NC"/> </extension> <key value="DHFPR2-AS.5.4-15"/> <label value="AS.5.4#15"/> <conformance value="SHOULD"/> <conditionality value="false"/> <requirement value="The system SHOULD determine and update the status of tasks based on workflow rules."/> <derivedFrom value="AS.5.4#15"/> </statement> </Requirements>