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.5.1 Manage Guidelines and Protocols (Function) - JSON Representation

Page standards status: Informative

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{
  "resourceType" : "Requirements",
  "id" : "PHRSFMR2-PH.5.1",
  "meta" : {
    "profile" : [
      🔗 "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/FMFunction"
    ]
  },
  "text" : {
    "status" : "extensions",
    "div" : "<div xmlns=\"http://www.w3.org/1999/xhtml\">\n    <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>Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making.</p>\n</div></span>\n\n    \n    <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>Guidelines help provide general direction to manage specific health risks or problems. They may be used by the PHR Account Holder to research a specific condition to verify that appropriate care is being provided. They may also be used to help self-manage minor conditions.</p>\n<p>Example(s): Capture guidelines from the Internet for non-operative management of lower back pain.</p>\n</div></span>\n    \n\n    \n    \n    \n\n    \n    <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>\n    \n    <table id=\"statements\" class=\"grid dict\">\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#01</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability to capture and maintain PHR Account Holder -specific health or treatment guidelines from healthcare providers or other trusted electronic healthcare sources.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#02</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability to update PHR Account Holder -specific care plans and guidelines (e.g., isometric exercises in a business office versus swimming in a home pool).</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#03</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD capture the source of the guideline.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#04</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability for the PHR Account Holder to annotate the guideline.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#05</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability to manage functionality that supports the PHR Account Holder's self-care plans that are based on guidelines (e.g., a task list, calendar entry, regularly scheduled alert, and/or reminders to perform a certain task).</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#06</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.5.1#07</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY provide the ability for external stakeholders (e.g., including a PHR Account Holder Proxy, a physical exercise coach, or a registered dietitian/nutritionist) to present the PHR Account Holder's self-generated care plan(s) and transmit recommendations to the PHR Account Holder (e.g., a nutritionist offers recommendations regarding the PHR Account Holder's weight control plan that is based on a weight-control guideline). Note: The PHR Account Holder is able to accept or reject recommendations from external stakeholders regarding possible adjustment to the PHR Account Holder's self-generated care plan. The PHR Account Holder's self-generated care plan is different than the professional caregiver's care plan.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n    </table>\n</div>"
  },
  "extension" : [
    {
      "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-wg",
      "valueCode" : "ehr"
    }
  ],
  "url" : "http://hl7.org/ehrs/uv/phrsfmr2/Requirements/PHRSFMR2-PH.5.1",
  "version" : "2.0.1-ballot",
  "name" : "PH_5_1_Manage_Guidelines_and_Protocols",
  "title" : "PH.5.1 Manage Guidelines and Protocols (Function)",
  "status" : "active",
  "date" : "2025-08-29T14:03:44+00:00",
  "publisher" : "EHR WG",
  "contact" : [
    {
      "telecom" : [
        {
          "system" : "url",
          "value" : "http://www.hl7.org/Special/committees/ehr"
        }
      ]
    }
  ],
  "description" : "Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making.",
  "purpose" : "Guidelines help provide general direction to manage specific health risks or problems. They may be used by the PHR Account Holder to research a specific condition to verify that appropriate care is being provided. They may also be used to help self-manage minor conditions.\r\n\r\nExample(s): Capture guidelines from the Internet for non-operative management of lower back pain.",
  "statement" : [
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-01",
      "label" : "PH.5.1#01",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to capture and maintain PHR Account Holder -specific health or treatment guidelines from healthcare providers or other trusted electronic healthcare sources."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-02",
      "label" : "PH.5.1#02",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to update PHR Account Holder -specific care plans and guidelines (e.g., isometric exercises in a business office versus swimming in a home pool)."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-03",
      "label" : "PH.5.1#03",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD capture the source of the guideline."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-04",
      "label" : "PH.5.1#04",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability for the PHR Account Holder to annotate the guideline."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-05",
      "label" : "PH.5.1#05",
      "conformance" : [
        "SHOULD"
      ],
      "conditionality" : false,
      "requirement" : "The system SHOULD provide the ability to manage functionality that supports the PHR Account Holder's self-care plans that are based on guidelines (e.g., a task list, calendar entry, regularly scheduled alert, and/or reminders to perform a certain task)."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-06",
      "label" : "PH.5.1#06",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline."
    },
    {
      "extension" : [
        {
          "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
          "valueBoolean" : false
        }
      ],
      "key" : "PHRSFMR2-PH.5.1-07",
      "label" : "PH.5.1#07",
      "conformance" : [
        "MAY"
      ],
      "conditionality" : false,
      "requirement" : "The system MAY provide the ability for external stakeholders (e.g., including a PHR Account Holder Proxy, a physical exercise coach, or a registered dietitian/nutritionist) to present the PHR Account Holder's self-generated care plan(s) and transmit recommendations to the PHR Account Holder (e.g., a nutritionist offers recommendations regarding the PHR Account Holder's weight control plan that is based on a weight-control guideline). Note: The PHR Account Holder is able to accept or reject recommendations from external stakeholders regarding possible adjustment to the PHR Account Holder's self-generated care plan. The PHR Account Holder's self-generated care plan is different than the professional caregiver's care plan."
    }
  ]
}