# CP.8.1 Generate, Record and Distribute Patient-Specific Instructions (Function) - HL7 Electronic Health Record System Functional Model, Release 2.1.1 v2.1.1

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

 
Generate and record patient-specific instructions related to pre- and post-procedural and post-treatment/discharge requirements. 



## Resource Content

```json
{
  "resourceType" : "Requirements",
  "id" : "EHRSFMR2-CP.8.1",
  "meta" : {
    "profile" : [
      "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/FMFunction"
    ]
  },
  "language" : "en",
  "extension" : [
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-standards-status",
      "valueCode" : "normative"
    },
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-wg",
      "valueCode" : "ehr"
    }
  ],
  "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-CP.8.1",
  "version" : "2.1.1",
  "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" : "2025-12-13T09:06:06+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" : "http://unstats.un.org/unsd/methods/m49/m49.htm",
          "code" : "001",
          "display" : "World"
        }
      ]
    }
  ],
  "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).",
  "statement" : [
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#1"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#2"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#3"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#4"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#5"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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" : "EHR-S_FM_R1.1 DC.1.9#6"
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "EHRSFMR2-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)."
    }
  ]
}

```
