HL7 Personal Health Record System Functional Model, Release 2
2.0.1-ballot - Normative Ballot

HL7 Personal Health Record System Functional Model, Release 2, published by EHR WG. This guide is not an authorized publication; it is the continuous build for version 2.0.1-ballot built by the FHIR (HL7® FHIR® Standard) CI Build. This version is based on the current content of https://github.com/HL7/phrsfm-ig/ and changes regularly. See the Directory of published versions

: PH.3.5.6 Manage Recommendations (Function) - XML Representation

Page standards status: Informative

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<Requirements xmlns="http://hl7.org/fhir">
  <id value="PHRSFMR2-PH.3.5.6"/>
  <meta>
    <profile
             value="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/FMFunction"/>
  </meta>
  <text>
    <status value="extensions"/>
    <div xmlns="http://www.w3.org/1999/xhtml">
    <span id="description"><b>Statement <a href="https://hl7.org/fhir/versions.html#std-process" title="Normative Content" class="normative-flag">N</a>:</b> <div><p>Capture and track provider recommendations for future care.</p>
</div></span>

    
    <span id="purpose"><b>Description <a href="https://hl7.org/fhir/versions.html#std-process" title="Informative Content" class="informative-flag">I</a>:</b> <div><p>In many care activities, recommendations are made for specific future activities. They are easy to let slip by and lose track of them. A thoughtful and documented reason for not following a particular recommendation should be captured to help manage liability risk. Some recommendations may be controversial and there are reasons not to follow them. It is useful to keep a list of recommendations as a separate check on future care to be managed with the help of the PHR Account Holder's provider.</p>
<p>Example(s):</p>
<ul>
<li>The radiologist recommends a repeat mammogram in six months rather than the usual twelve months.</li>
<li>The Primary Care Provider recommends seeing a surgeon for occasional gallbladder attacks.</li>
<li>A screening colonoscopy is recommended after age fifty.</li>
<li>Annual screening or tests based on the PHR Account Holder's occupational risk factors.</li>
</ul>
</div></span>
    

    
    
    

    
    <span id="requirements"><b>Criteria <a href="https://hl7.org/fhir/versions.html#std-process" title="Normative Content" class="normative-flag">N</a>:</b></span>
    
    <table id="statements" class="grid dict">
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.3.5.6#01</span>
                
            </td>
            <td style="padding-left: 4px;">
                
                <i>dependent</i>
                
                
                
                <span>SHALL</span>
                
            </td>
            <td style="padding-left: 4px;" class="requirement">
                
                <span><div><p>The system SHALL provide the ability to capture recommendations from encounter and diagnostic studies in structured documents according to organizational policy and/or jurisdictional law (e.g., HIV results may need to be delayed from being sent directly to the PHR System, so that the provider has time to communicate with the patient directly).</p>
</div></span>
                
                
                Satisfied by:<ol>
                
                    <li><a href="https://www.hl7.org/fhir/communication.html">https://www.hl7.org/fhir/communication.html</a></li>
                
                </ol>
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.3.5.6#02</span>
                
            </td>
            <td style="padding-left: 4px;">
                
                
                
                <span>SHOULD</span>
                
            </td>
            <td style="padding-left: 4px;" class="requirement">
                
                <span><div><p>The system SHOULD provide the ability to capture a recommendation, the identity of the recommending provider, the date of the recommendation, and the date suggested to perform the recommended action.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.3.5.6#03</span>
                
            </td>
            <td style="padding-left: 4px;">
                
                
                
                <span>SHOULD</span>
                
            </td>
            <td style="padding-left: 4px;" class="requirement">
                
                <span><div><p>The system SHOULD provide the ability to link a recommendation entry with the corresponding original document (e.g., a recommendation to lose ten pounds should be linked to a document that contains the PHR Account Holder's most recent BMI readings).</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.3.5.6#04</span>
                
            </td>
            <td style="padding-left: 4px;">
                
                
                
                <span>MAY</span>
                
            </td>
            <td style="padding-left: 4px;" class="requirement">
                
                <span><div><p>The system MAY provide the ability to render a pending (or future) recommendation (e.g., so that a provider might be able to create a future-order or reminder, or to document the reason that the recommendation was dismissed).</p>
</div></span>
                
                
            </td>
        </tr>
        
    </table>
</div>
  </text>
  <extension
             url="http://hl7.org/fhir/StructureDefinition/structuredefinition-wg">
    <valueCode value="ehr"/>
  </extension>
  <url
       value="http://hl7.org/ehrs/uv/phrsfmr2/Requirements/PHRSFMR2-PH.3.5.6"/>
  <version value="2.0.1-ballot"/>
  <name value="PH_3_5_6_Manage_Recommendations"/>
  <title value="PH.3.5.6 Manage Recommendations (Function)"/>
  <status value="active"/>
  <date value="2025-08-29T14:03:44+00:00"/>
  <publisher value="EHR WG"/>
  <contact>
    <telecom>
      <system value="url"/>
      <value value="http://www.hl7.org/Special/committees/ehr"/>
    </telecom>
  </contact>
  <description
               value="Capture and track provider recommendations for future care."/>
  <purpose
           value="In many care activities, recommendations are made for specific future activities. They are easy to let slip by and lose track of them. A thoughtful and documented reason for not following a particular recommendation should be captured to help manage liability risk. Some recommendations may be controversial and there are reasons not to follow them. It is useful to keep a list of recommendations as a separate check on future care to be managed with the help of the PHR Account Holder's provider.

Example(s): 
- The radiologist recommends a repeat mammogram in six months rather than the usual twelve months.
- The Primary Care Provider recommends seeing a surgeon for occasional gallbladder attacks.
- A screening colonoscopy is recommended after age fifty.
- Annual screening or tests based on the PHR Account Holder's occupational risk factors."/>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="true"/>
    </extension>
    <key value="PHRSFMR2-PH.3.5.6-01"/>
    <label value="PH.3.5.6#01"/>
    <conformance value="SHALL"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHALL provide the ability to capture recommendations from encounter and diagnostic studies in structured documents according to organizational policy and/or jurisdictional law (e.g., HIV results may need to be delayed from being sent directly to the PHR System, so that the provider has time to communicate with the patient directly)."/>
    <satisfiedBy value="https://www.hl7.org/fhir/communication.html"/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.3.5.6-02"/>
    <label value="PH.3.5.6#02"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD provide the ability to capture a recommendation, the identity of the recommending provider, the date of the recommendation, and the date suggested to perform the recommended action."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.3.5.6-03"/>
    <label value="PH.3.5.6#03"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD provide the ability to link a recommendation entry with the corresponding original document (e.g., a recommendation to lose ten pounds should be linked to a document that contains the PHR Account Holder's most recent BMI readings)."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.3.5.6-04"/>
    <label value="PH.3.5.6#04"/>
    <conformance value="MAY"/>
    <conditionality value="false"/>
    <requirement
                 value="The system MAY provide the ability to render a pending (or future) recommendation (e.g., so that a provider might be able to create a future-order or reminder, or to document the reason that the recommendation was dismissed)."/>
  </statement>
</Requirements>