HL7 Electronic Health Record System Functional Model, Release 2.1.1
2.1.1 - Normative

HL7 Electronic Health Record System Functional Model, Release 2.1.1, published by HL7 International / Electronic Health Records. This guide is not an authorized publication; it is the continuous build for version 2.1.1 built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/ehrsfm-ig/ and changes regularly. See the Directory of published versions

## : AS.1.6 Provider Caseload/Panel (Function)

Page standards status: Normative

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    <Requirements xmlns="http://hl7.org/fhir">
      <id value="EHRSFMR2-AS.1.6"/>
      <meta>
        <profile
                 value="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/FMFunction"/>
      </meta>
      <language value="en"/>
      <text>
        <status value="extensions"/>
        <div xml:lang="en" xmlns="http://www.w3.org/1999/xhtml" lang="en">

        <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>An organization might employ the concept of caseload or panel of patients to facilitate continuity of care and distribution of work. A caregiver may have, or be accountable for, one or more defined caseloads or panels of members/patient/clients within the organization. Information about a caseload or panel may include an indication that an opening is available on a certain caseload or an indication that a certain patient is not suitable for that caseload. A member/patient may be provided access to a listing of caregivers with open caseloads or panels to select a provider.</p>
    <p>Example(s):
    Examples of caseload or panel assignments:</p>
    <ul>
    <li>A wound care nurse is assigned certain patients based upon their care needs. A list of those patients can be produced to assist the wound care nurse in delivering care.</li>
    <li>A provider with an open caseload can be assigned additional patients.</li>
    </ul>
    </div></div>

        <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>

        <table id="statements" class="grid dict">

            <tr>
                <td style="padding-left: 4px;">
                AS.1.6#01
                </td>
                <td style="padding-left: 4px;">
                SHALL

                    <span style="border-radius: 999px;margin: 2px 2px;font-size: 10px;display: inline-block;padding: 3px 5px;letter-spacing: 0.5px;line-height: 1;white-space: nowrap;background-color: #e5f5e5;color: #388e3c;border: 1px solid #a2d1a2;">dependent</span>

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system SHALL provide the ability to manage a provider's caseload or panel information according to scope of practice, organizational policy, and/or jurisdictional law.</p>
    </div>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">
                AS.1.6#02
                </td>
                <td style="padding-left: 4px;">
                SHOULD

                </td>
                <td style="padding-left: 4px;" class="requirement">
                    <div><p>The system SHOULD conform to function <a href="Requirements-EHRSFMR2-AS.1.7.html">AS.1.7</a> (Manage Practitioner/Patient Relationships).</p>
    </div>

                </td>
            </tr>

        </table>
    </div>
      </text>
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                 url="http://hl7.org/fhir/StructureDefinition/structuredefinition-standards-status">
        <valueCode value="normative"/>
      </extension>
      <extension
                 url="http://hl7.org/fhir/StructureDefinition/structuredefinition-wg">
        <valueCode value="ehr"/>
      </extension>
      <url value="http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-AS.1.6"/>
      <version value="2.1.1"/>
      <name value="AS_1_6_Provider_Caseload_Panel"/>
      <title value="AS.1.6 Provider Caseload/Panel (Function)"/>
      <status value="active"/>
      <date value="2025-12-13T09:06:06+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="Provide access to a provider's caseload or panel information."/>
      <jurisdiction>
        <coding>
          <system value="http://unstats.un.org/unsd/methods/m49/m49.htm"/>
          <code value="001"/>
          <display value="World"/>
        </coding>
      </jurisdiction>
      <purpose
               value="An organization might employ the concept of caseload or panel of patients to facilitate continuity of care and distribution of work. A caregiver may have, or be accountable for, one or more defined caseloads or panels of members/patient/clients within the organization. Information about a caseload or panel may include an indication that an opening is available on a certain caseload or an indication that a certain patient is not suitable for that caseload. A member/patient may be provided access to a listing of caregivers with open caseloads or panels to select a provider.

    Example(s):
    Examples of caseload or panel assignments:
    - A wound care nurse is assigned certain patients based upon their care needs. A list of those patients can be produced to assist the wound care nurse in delivering care.
    - A provider with an open caseload can be assigned additional patients."/>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="true"/>
        </extension>
        <key value="EHRSFMR2-AS.1.6-01"/>
        <label value="AS.1.6#01"/>
        <conformance value="SHALL"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHALL provide the ability to manage a provider's caseload or panel information according to scope of practice, organizational policy, and/or jurisdictional law."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.1.3.6#1"/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="EHRSFMR2-AS.1.6-02"/>
        <label value="AS.1.6#02"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD conform to function [AS.1.7](Requirements-EHRSFMR2-AS.1.7.html) (Manage Practitioner/Patient Relationships)."/>
        <derivedFrom value="EHR-S_FM_R1.1 S.1.3.6#3"/>
      </statement>
    </Requirements>