HL7 EHR-S FM R2.1.1 - Dental Health Functional Profile, Release 2
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HL7 EHR-S FM R2.1.1 - Dental Health Functional Profile, Release 2, published by HL7 International / Electronic Health Records. This guide is not an authorized publication; it is the continuous build for version 2.0.0-ballot built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/dhfp-ig/ and changes regularly. See the Directory of published versions

: CP.8.1 Generate, Record and Distribute Patient-Specific Instructions (Function)

Page standards status: Informative Maturity Level: 1

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{
  "resourceType" : "Requirements",
  "id" : "DHFPR2-CP.8.1",
  "meta" : {
    "profile" : [
      🔗 "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/FMFunction"
    ]
  },
  "language" : "en",
  "text" : {
    "status" : "extensions",
    "div" : "<div xml:lang=\"en\" xmlns=\"http://www.w3.org/1999/xhtml\" lang=\"en\">\n    \n             \n    \n    \n    <div id=\"description\"><b>Description <a href=\"https://hl7.org/fhir/versions.html#std-process\" title=\"Informative Content\" class=\"informative-flag\">I</a>:</b> <div><p>When a patient is scheduled for a test, procedure, or discharge, specific instructions about diet, clothing, transportation assistance, convalescence, follow-up with physician, etc., may be generated and recorded, including the timing relative to the scheduled event. In an outpatient scenario, similar instructions for post-diagnosis, and/or post-treatment needs may also be generated and recorded (e.g., exercise instructions for low back pain, wound or burn care).</p>\n</div></div>\n    \n    \n    \n    <div id=\"requirements\"><b>Criteria <a href=\"https://hl7.org/fhir/versions.html#std-process\" title=\"Normative Content\" class=\"normative-flag\">N</a>:</b></div>\n    \n    <table id=\"statements\" class=\"grid dict\">\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#01\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHALL\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHALL provide the ability to determine and render standardized instruction sets pertinent to the patient condition, for procedures, or scheduled events.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#02\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHALL\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHALL provide the ability to render instructions pertinent to the patient as selected by the provider.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#03\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHOULD\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHOULD provide the ability to transmit instruction information in electronic format to be provided to the patient.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#04\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHALL\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHALL provide the ability to render as part of patient instructions details on further care such as follow up, return visits and appropriate timing of further care.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#05\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHALL\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHALL provide the ability to capture an indication that instructions were given to the patient.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#06\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHALL\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHALL provide the ability to capture the actual instructions given to the patient or a reference to the document(s) containing those instructions.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#07\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHOULD\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHOULD provide the ability to annotate patient-specific instructions.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#08\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHOULD\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHOULD provide the ability to capture and maintain, as discrete data, the reason for variation from rule-based clinical messages and patient information.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#09\n            </td>\n            <td style=\"padding-left: 4px;\">\n            SHOULD\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system SHOULD provide the ability to manage patient instructions in multiple languages.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#10\n            </td>\n            <td style=\"padding-left: 4px;\">\n            MAY\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system MAY provide the ability to manage a list of appropriate patient instructions based on age.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#11\n            </td>\n            <td style=\"padding-left: 4px;\">\n            MAY\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system MAY provide the ability to manage a list of appropriate patient instructions based on gender.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#12\n            </td>\n            <td style=\"padding-left: 4px;\">\n            MAY\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system MAY provide the ability to manage a list of appropriate patient instructions based on diagnosis.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#13\n            </td>\n            <td style=\"padding-left: 4px;\">\n            MAY\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system MAY provide the ability to manage a list of appropriate patient instructions based on reading level.</p>\n</div>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n            CP.8.1#14\n            </td>\n            <td style=\"padding-left: 4px;\">\n            MAY\n            \n                \n            \n            \n            \n                \n            \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                <div><p>The system MAY provide the ability to render educational materials using alternative modes to accommodate patient sensory capabilities (e.g., vision impairment, hearing impairment).</p>\n</div>\n                \n            </td>\n        </tr>\n        \n    </table>\n</div>"
  },
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    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-standards-status",
      "valueCode" : "informative"
    },
    {
      "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
      "valueCode" : "NC"
    },
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-wg",
      "valueCode" : "ehr"
    },
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-fmm",
      "valueInteger" : 1,
      "_valueInteger" : {
        "extension" : [
          {
            "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-conformance-derivedFrom",
            "valueCanonical" : "http://hl7.org/ehrs/us/dhfpr2/ImplementationGuide/hl7.ehrs.us.dhfpr2"
          }
        ]
      }
    }
  ],
  "url" : "http://hl7.org/ehrs/us/dhfpr2/Requirements/DHFPR2-CP.8.1",
  "version" : "2.0.0-ballot",
  "name" : "CP_8_1_Generate__Record_and_Distribute_Patient_Specific_Instructions",
  "title" : "CP.8.1 Generate, Record and Distribute Patient-Specific Instructions (Function)",
  "status" : "active",
  "date" : "2025-12-19T08:44:27+00:00",
  "publisher" : "HL7 International / Electronic Health Records",
  "contact" : [
    {
      "telecom" : [
        {
          "system" : "url",
          "value" : "http://www.hl7.org/Special/committees/ehr"
        }
      ]
    }
  ],
  "description" : "Generate and record patient-specific instructions related to pre- and post-procedural and post-treatment/discharge requirements.",
  "jurisdiction" : [
    {
      "coding" : [
        {
          "system" : "urn:iso:std:iso:3166",
          "code" : "US"
        }
      ]
    }
  ],
  "purpose" : "When a patient is scheduled for a test, procedure, or discharge, specific instructions about diet, clothing, transportation assistance, convalescence, follow-up with physician, etc., may be generated and recorded, including the timing relative to the scheduled event. In an outpatient scenario, similar instructions for post-diagnosis, and/or post-treatment needs may also be generated and recorded (e.g., exercise instructions for low back pain, wound or burn care).",
  "derivedFrom" : [
    🔗 "http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-CP.8.1"
  ],
  "statement" : [
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-01",
      "label" : "CP.8.1#01",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : false,
      "requirement" : "The system SHALL provide the ability to determine and render standardized instruction sets pertinent to the patient condition, for procedures, or scheduled events.",
      "derivedFrom" : "CP.8.1#1"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-02",
      "label" : "CP.8.1#02",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : false,
      "requirement" : "The system SHALL provide the ability to render instructions pertinent to the patient as selected by the provider.",
      "derivedFrom" : "CP.8.1#2"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-03",
      "label" : "CP.8.1#03",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to transmit instruction information in electronic format to be provided to the patient.",
      "derivedFrom" : "CP.8.1#3"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-04",
      "label" : "CP.8.1#04",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : false,
      "requirement" : "The system SHALL provide the ability to render as part of patient instructions details on further care such as follow up, return visits and appropriate timing of further care.",
      "derivedFrom" : "CP.8.1#4"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-05",
      "label" : "CP.8.1#05",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : false,
      "requirement" : "The system SHALL provide the ability to capture an indication that instructions were given to the patient.",
      "derivedFrom" : "CP.8.1#5"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-06",
      "label" : "CP.8.1#06",
      "conformance" : [
        "SHALL"
      ],
      "conditionality" : false,
      "requirement" : "The system SHALL provide the ability to capture the actual instructions given to the patient or a reference to the document(s) containing those instructions.",
      "derivedFrom" : "CP.8.1#6"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-07",
      "label" : "CP.8.1#07",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to annotate patient-specific instructions.",
      "derivedFrom" : "CP.8.1#7"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-08",
      "label" : "CP.8.1#08",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to capture and maintain, as discrete data, the reason for variation from rule-based clinical messages and patient information.",
      "derivedFrom" : "CP.8.1#8"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-09",
      "label" : "CP.8.1#09",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to manage patient instructions in multiple languages.",
      "derivedFrom" : "CP.8.1#9"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-10",
      "label" : "CP.8.1#10",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability to manage a list of appropriate patient instructions based on age.",
      "derivedFrom" : "CP.8.1#10"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-11",
      "label" : "CP.8.1#11",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability to manage a list of appropriate patient instructions based on gender.",
      "derivedFrom" : "CP.8.1#11"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-12",
      "label" : "CP.8.1#12",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability to manage a list of appropriate patient instructions based on diagnosis.",
      "derivedFrom" : "CP.8.1#12"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-13",
      "label" : "CP.8.1#13",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability to manage a list of appropriate patient instructions based on reading level.",
      "derivedFrom" : "CP.8.1#13"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        },
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-change-info",
          "valueCode" : "NC"
        }
      ],
      "key" : "DHFPR2-CP.8.1-14",
      "label" : "CP.8.1#14",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability to render educational materials using alternative modes to accommodate patient sensory capabilities (e.g., vision impairment, hearing impairment).",
      "derivedFrom" : "CP.8.1#14"
    }
  ]
}