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) - XML Representation

Page standards status: Informative

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<Requirements xmlns="http://hl7.org/fhir">
  <id value="PHRSFMR2-PH.5.1"/>
  <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>Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making.</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>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>
<p>Example(s): Capture guidelines from the Internet for non-operative management of lower back pain.</p>
</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.5.1#01</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 and maintain PHR Account Holder -specific health or treatment guidelines from healthcare providers or other trusted electronic healthcare sources.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#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 update PHR Account Holder -specific care plans and guidelines (e.g., isometric exercises in a business office versus swimming in a home pool).</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#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 capture the source of the guideline.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#04</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 for the PHR Account Holder to annotate the guideline.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#05</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 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>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#06</span>
                
            </td>
            <td style="padding-left: 4px;">
                
                
                
                <span>MAY</span>
                
            </td>
            <td style="padding-left: 4px;" class="requirement">
                
                <span><div><p>The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>PH.5.1#07</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 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>
</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.5.1"/>
  <version value="2.0.1-ballot"/>
  <name value="PH_5_1_Manage_Guidelines_and_Protocols"/>
  <title value="PH.5.1 Manage Guidelines and Protocols (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="Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making."/>
  <purpose
           value="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.

Example(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 value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-01"/>
    <label value="PH.5.1#01"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="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."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-02"/>
    <label value="PH.5.1#02"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="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)."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-03"/>
    <label value="PH.5.1#03"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD capture the source of the guideline."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-04"/>
    <label value="PH.5.1#04"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD provide the ability for the PHR Account Holder to annotate the guideline."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-05"/>
    <label value="PH.5.1#05"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="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)."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-06"/>
    <label value="PH.5.1#06"/>
    <conformance value="MAY"/>
    <conditionality value="false"/>
    <requirement
                 value="The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-PH.5.1-07"/>
    <label value="PH.5.1#07"/>
    <conformance value="MAY"/>
    <conditionality value="false"/>
    <requirement
                 value="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."/>
  </statement>
</Requirements>