PACIO Advance Healthcare Directive Interoperability Implementation Guide
2.0.0-ballot - STU 2 – Ballot United States of America flag

PACIO Advance Healthcare Directive Interoperability Implementation Guide, published by HL7 International / Patient Empowerment. 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/fhir-pacio-adi/ and changes regularly. See the Directory of published versions

Change Log

Page standards status: Informative

STU2 Publication Release Notes

JIRA Fixes

Compatible, substantive
JIRA issue Summary Applied change
FHIR-51828 Should ADI RelatedPerson profiles be derived from US Core RelatedPerson profiles? Changed ADI Health Agent Participant, ADI Notary, and ADI Witness profiles to derive from US Core RelatedPerson.
FHIR-52036 Profile URLs are broken Modified the CapabilityStatement to reference HealthcareAgentParticipant and split ConsentPermit/ConsentDeny profiles with corrected URLs.
FHIR-52038 RelatedPerson profiles URLs are broken Updated the CapabilityStatement to reflect STU2 ballot changes for ADI-HealthcareAgentParticipant and removed references to ADI-Guardian.
FHIR-52670 Change title for Workflow Representation Changed title to Person-Authored Workflow per resolution description.
FHIR-52671 Promote the Person Authored Document Workflow to a menu option under Person Authored menu item The system promoted the Person Authored Document Workflow to a menu option under the Person Authored item.
FHIR-52683 Change profile name to ADI Organ Donation Observation Changed the profile name from "Organ Donation" to "ADI Organ Donation Observation".
FHIR-52684 Change the profile name to ADI Person Authored Care Experience Preference Changed the profile name from ADI Care Experience Preference to ADI Person-Authored Care Experience Preference.
FHIR-52685 Change the profile name to ADI Person Authored Treatment Intervention Preference Changed the profile name to ADI Person Authored Treatment Intervention Preference.
FHIR-53922 Update ADI DocumentReference Profile to include accurate context details and field comments The issue updated ADI DocumentReference Profile descriptions, field comments, and surfaced optional context elements with clarifications.
FHIR-55633 Fix the terminology binding for type and category to align with US Core and FHIR Clinical Document Terminology binding types and categories made.
FHIR-56323 Missing Rationale for Treatment entry in PMO Composition administrative info section * Created a new profile called ADIRationaleForTreatment. * Added PMO Composition Administrative Section entry referring to the ADIRationaleForTreatment profile.
FHIR-57552 Fix binding for RelatedPerson.relationship in the Healthcare Agent Profile Changed binding for RelatedPerson.relationship in the Healthcare Agent Profile.
FHIR-57815 Change the ADI Provenance slice name from assembler to ProvenanceAssembler Changed the ADI Provenance slice name from assembler to ProvenanceAssembler
Non-substantive
JIRA issue Summary Applied change
FHIR-51812 Typo Corrected the reported typo in FHIR issue FHIR-51812.
FHIR-51813 Suggest using SHALL conformance word Changed wording and added a link to foundational composition guidance in issue FHIR-51813.
FHIR-51814 AD should ADI replaced AD with "advance healthcare directive", or AHD as the acronym.
FHIR-51815 Missing element name Corrected the element name typo from 'element name' to DocumentReference.status.
FHIR-51817 DAR extension URL could be hidden in HTML view Corrected the DAR extension representation from a direct URL to a hyperlink for dataAbsentReason extension.
FHIR-51819 Some SHALL requirement words are not in bold font Corrected the markdown formatting for SHALL to bold text.
FHIR-51820 Missing conformance requirement word Changed narrative wording for fixed values to require base64 encoded attachments.
FHIR-51821 SHOULD or SHALL? Changed narrative wording for DocumentReference status update requirement from SHOULD or SHALL to SHALL.
FHIR-51826 ADI Healthcare Agent Consent profile is not listed Added the ADI Healthcare Agent Consent link to the Profiles by Resources Type markdown page.
FHIR-51957 Clarify the reference to 'these documents` Modified the paragraph to clarify ADI document digitization levels.
FHIR-51959 Remove bullet misrepresenting US Core Conformance requirements misrepresented Removed text asserting that Data Sources could omit explicit guidance on allowing missing information.
FHIR-51962 Update the How to read this guide section to reflect the current contents Updated the How to read this guide section to reflect current contents including missing pages.
FHIR-52005 Typo Corrected the reported typo in FHIR issue FHIR-52005.
FHIR-52034 ADI Facilitator is a PractitionerRole not Practitioner Corrected the profile's resource type narrative from Practitioner to PractitionerRole.
FHIR-52053 Missing acronym Added Portable Medical Order (PMO) acronym to Key Terms and Acronyms page.
FHIR-52300 Pronoun misalignment in Workflow Representation image Fixed pronouns in the content type use case diagram to align with the female patient persona.
FHIR-52631 Add a plain language description Added plain language summary at the top of the ADI Home page
FHIR-52643 Fix heading for How to Read This Guide Corrected capitalization in title from How to read this guide to How to Read this Guide.
FHIR-52645 Update the How to Read This Guide Section to improve value of the content Added robust descriptions for IG parts in the How to Read this Guide section on the Home page.
FHIR-52648 TOC is confusing when compared to IG content organization Modified sushi-config.yaml to align IG menu organization with table of contents order.
FHIR-52651 3.1 ADI Content Types The issue description requested changing the heading to 'Advance Healthcare Directive Document Types'.
FHIR-52654 Eliminate the notion of Content Type 1, 2 and 3. Changed Content Type 1 and 3 wording to Patient-Authored and Provider-Authored.
FHIR-52655 Use the word "directives" rather than "instructions" in Content Type Overview Replaced instructions with directives in Content Type Overview
FHIR-52663 Use term Personal ACP rather than PACP Replaced PACP with Personal ACP in the resolution description.
FHIR-52673 Don't refer to MHAD as Content Type 1 Replaced 'Content Type 1' with 'MHAD' in the Advance Directive content type name reference.
FHIR-52674 Change section title to Provider Authored Portable Medical Order (PMO) Document Changed section title to Provider Authored Portable Medical Order Document with hyphenated convention.
FHIR-52677 Eliminate notion of Content Type 3 Changed narrative text and diagram to reference AD content types by description instead of numbers.
FHIR-52680 Where did the other Use Case descriptions go? Added better guidance on the statuses and versioning as part of a Document Lifecycle narrative.
FHIR-52710 Modify Introduction Content The issue description requested modifying text to include MHAD/PAD guidance for the next version.
FHIR-52714 Modify Content within 1.2 Background Changed narrative in section 1.2 Background per reported suggestion.
FHIR-52721 Modify text for 1.4 External Drivers Replaced the External Drivers wording in FHIR-52721.
FHIR-56825 Need better guidance on how Advance Directive Document Versions are managed added better guidance on how Advance Directive Document Versions are managed
FHIR-57549 Change ADI PMO Composition section title from "Life-limiting Condition" to "Serious Advanced Condition" Changed Composition section title to a name that is consistent with the entry resource to Serious Advanced Condition
Non-compatible
JIRA issue Summary Applied change
FHIR-51827 Should ADI Documentation Observation be derived for US Core profile? Derived the ADI Documentation Observation Profile from US Core and added the specified extension.
Uncategorized
JIRA issue Summary Applied change
FHIR-52086 typo Corrected the typo in author's to authors.
FHIR-52540 Change ONC acronym to ASTP Replaced ONC acronym with ASTP in resolution description FHIR-52540.
FHIR-52542 Please add primary editor and contibutor information Added a section containing primary editor and contributor information to the IG.
FHIR-52543 Case correction for "state" to "State" Corrected the state field from lowercase to uppercase.
FHIR-52726 Update content under 1.7 Reordered sections under How to Read this Guide to match the ADI top menu dropdown order.
FHIR-52727 Formatting of Content to be Modified Removed "Type 1" from the title and deleted the first redundant bullet point.

STU2 Ballot Release Notes

The following changes occurred since the PACIO ADI STU1 publication in January 2024

Support for new advance healthcare directive document types

  • Provider-authored advance directives
    • Portable Medical Orders (PMO)
  • Guidance on Mental Health Advance Directives (MHAD)
  • Advance Directive Source Form

Changes to STU1 based profiles

  • Closer Alignment with US Core
    • ADI Care Plan
  • Specifying Jurisdictions and Healthcare Facilitators
  • Specifying attester and facilitator signatures

Integrative use cases

  • Integrative use cases and examples to demonstrate clearer use of the ADI profiles.

JIRA Fixes

Compatible, substantive Changes
  • FHIR-34472: Add example of Binary encoded document bundle and digital signature
  • FHIR-34473: Add Binary profile
  • FHIR-35568: Defining URL should be anchored in THO not hl7.org/fhir. Only those with required binding to a 'code' data type should be anchored in hl7.fhir.org.8
  • FHIR-35574: Defining URL should be anchored in THO not hl7.org/fhir.1
  • FHIR-36168: Add requirement that servers support CapabilityStatement.instantiates pointing to the included CapabilityStatement
  • FHIR-40285: Add Preference Observations for handling of body after death
  • FHIR-40374: Add "If you have it send it" requirement to Conformance Requirements
  • FHIR-40375: Add ability to express CodeableConcept in Preference CarePlan.addresses
  • FHIR-40376: Add a means to provide a location to additional documentation
  • FHIR-40561: Replace PADIConsentTypeVS with VSAC value set
  • FHIR-42104: Remove ADI Preference Care Plan reference from the GPP Upon Death section
  • FHIR-43143: Extensions are defined with context that is too broad
  • FHIR-44912: Change Personal Intervention Preference code to directly link to VSAC URL
  • FHIR-46062: versionNumber in ADI Composition and in DocumentReference should be a string
  • FHIR-46149: Update Category Coding and Type coding
  • FHIR-46151: Fix DocumentReference.date and DocumentReference.content.attachment.creation to hold the correct date information
  • FHIR-46153: Add docRevokeStatus extension to support document revocation use cases
  • FHIR-46154: Create an IG-based codeSystem for temp codes not yet granted by codeSystem Stewards
  • FHIR-46312: Add Temporary Codes CodeSystem to the IG
  • FHIR-46446: Add constraints on Attester for Person-Authored Composition Profile
  • FHIR-46475: Add constraints on Attester for Provider-Authored Composition Profile
  • FHIR-46609: PMO Composition event needs further constraints for facilitators
  • FHIR-46771: Tighten constraint on ServiceRequest.intent in Profiles for entries in the Medical Orders Section
  • FHIR-46912: Add support for expressing a Goal associated with an Initial Treatment Order
  • FHIR-46913: Need for Temporary Codes and Temporary Value Sets
  • FHIR-48856: HCA Appointment Consent needs to be grounded to LOINC 81377-4
  • FHIR-48858: Clarify Guidance on how to represent an ADI facilitator
  • FHIR-48898: ADI Composition Header relatesTo incorrectly references Composition. Should be DocumentReference
  • FHIR-48899: ADI PMO CarePlan should be removed
  • FHIR-48900: ADI Consent needs guidance for permit and deny
  • FHIR-48928: Create an ADI minimally structured document
  • FHIR-49808: Constrains need to be added to the Composition Profiles to make the attester element a Key element
  • FHIR-49914: Update Portable Medical Order Categories
  • FHIR-49981: PMO attester signature needs tighter specification and guidance
  • FHIR-50122: PMO Composition should include an ADI Decisional Capacity entry under the Administration Information section
  • FHIR-50126: ADI Personal Goal category type and description need further constraints
  • FHIR-50896: Bundle needs a profile to constrain ADI-specific profiles and elements
  • FHIR-51102: ADI Composition Header needs to specify expiration dates
Non-substantive Changes
  • FHIR-34471: Add example of Document Bundle with internal identifiers of UUID
  • FHIR-34806: it's really hard to understand the intended exchange patterns
  • FHIR-36659: Add better description as to the use of Contextual Value Extension
  • FHIR-40345: Consent Category binding should be on a slice
  • FHIR-40377: Add guidance on document status
  • FHIR-40378: Add more guidance on when to write vs update a document
  • FHIR-40380: Change order of sections identified in Personal ACP Composition
  • FHIR-41491: Change reference of "Portable Medical Order for Life Sustaining Treatment" to "Portable Medical Order"
  • FHIR-41493: Support search for various known ADI document by adding details
  • FHIR-41638: Missing guidance on metadata for specifying CDA document attachments
  • FHIR-41779: Add where the advance directive came from
  • FHIR-42718: Better describe how to implement the five use cases
  • FHIR-43185: Add behavioral healthcare agent as an additional human actor
  • FHIR-43315: Include 'behavioral healthcare agents' as an additional 'Healthcare Agent'
  • FHIR-44103: Typo: The second sentence in the second paragraph should read Content Type 1 instead of Content Type I.
  • FHIR-46150: 2. VersionNumber extension will be populated with a timestamp created when document is created in the system
  • FHIR-46158: Organize the Profiles in a more logical order for the reader
  • FHIR-46480: Capability $match missing from the RESTful Capabilities by Profile table
  • FHIR-46590: Example for DocumentReference with "DocumentReference.docStatus" = final
  • FHIR-50124: Remove all must-support sections (except for Medical Orders) from PMO Composition
  • FHIR-50125: Pt-Authored Composition Healthcare Agent Appointment section should be required
Non-compatible Changes
  • FHIR-36712: Remove inheritance of US Core DocumentReference from ADI Profile of DocumentReference
  • FHIR-36962: Missing guidance on DocumentReference instances
  • FHIR-37987: Make changes to ADI Participant Consent profile
  • FHIR-40283: Remove Jurisdiction extension for Composition and pre-adopt R5 Composition.relatesTo RelatedArtifact
  • FHIR-40373: Change Advance Directive Category VS and add to Document Reference
  • FHIR-40379: Correct codes in DocumentationTypeValueSet and Documentation Observation
  • FHIR-48545: Modify "ADI Participant Consent" and "ADI Participant" profile names to make the purpose of the profiles more clear