HL7 Personal Health Record System Functional Model, Release 2
2.0.1-ballot - Normative Ballot
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
| Page standards status: Informative |
<Requirements xmlns="http://hl7.org/fhir">
<id value="PHRSFMR2-S.2.4"/>
<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>Allow PHR Account Holders or authorized designees to request and read ad hoc reports of PHR information.</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>PHR Account Holders may request ad hoc, non-standard reports. The purpose is not for PHR interchange but rather for PHR Account Holder’s analysis of his/her health related financial and administrative data, and for sharing (if desired).</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>S.2.4#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 for the authorized PHR Account Holder to render ad hoc reports of the PHR.</p>
</div></span>
Satisfied by:<ol>
<li><a href="https://www.hl7.org/fhir/measure.html">https://www.hl7.org/fhir/measure.html</a></li>
</ol>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#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 for the authorized PHR Account Holder to render customized reports of summarized information based on sort and filter controls for date or data range, problem, or other clinical data element or categories (e.g., medications or providers).</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#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 maintain ad hoc reports for future retrieval and use.</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#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 to maintain summarized information through customized reports based on prioritization of chronology, problem or other pertinent information of importance to the authorized PHR Account Holder.</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#05</span>
</td>
<td style="padding-left: 4px;">
<span>SHALL</span>
</td>
<td style="padding-left: 4px;" class="requirement">
<span><div><p>The system SHALL manage data visibility for PHR Account Holder Proxies using confidentiality-related preferences that were previously established by the PHR Account Holder for all ad hoc reporting capabilities.</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#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 provide the ability to render consolidated reports across family members (e.g., children).</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#07</span>
</td>
<td style="padding-left: 4px;">
<span>SHOULD</span>
</td>
<td style="padding-left: 4px;" class="requirement">
<span><div><p>The system SHOULD conform to TI.1.1 (Entity Authorization).</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#08</span>
</td>
<td style="padding-left: 4px;">
<span>SHALL</span>
</td>
<td style="padding-left: 4px;" class="requirement">
<span><div><p>The system SHALL conform to TI.2 (Auditable Records).</p>
</div></span>
</td>
</tr>
<tr>
<td style="padding-left: 4px;">
<span>S.2.4#09</span>
</td>
<td style="padding-left: 4px;">
<span>MAY</span>
</td>
<td style="padding-left: 4px;" class="requirement">
<span><div><p>The system (or an external application using data from the PHR-S) MAY provide the ability to capture and maintain parameters for ad hoc reports.</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-S.2.4"/>
<version value="2.0.1-ballot"/>
<name value="S_2_4_Manage_Ad_Hoc_Reporting"/>
<title value="S.2.4 Manage Ad Hoc Reporting (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="Allow PHR Account Holders or authorized designees to request and read ad hoc reports of PHR information."/>
<purpose
value="PHR Account Holders may request ad hoc, non-standard reports. The purpose is not for PHR interchange but rather for PHR Account Holder’s analysis of his/her health related financial and administrative data, and for sharing (if desired)."/>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-01"/>
<label value="S.2.4#01"/>
<conformance value="SHOULD"/>
<conditionality value="false"/>
<requirement
value="The system SHOULD provide the ability for the authorized PHR Account Holder to render ad hoc reports of the PHR."/>
<satisfiedBy value="https://www.hl7.org/fhir/measure.html"/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-02"/>
<label value="S.2.4#02"/>
<conformance value="SHOULD"/>
<conditionality value="false"/>
<requirement
value="The system SHOULD provide the ability for the authorized PHR Account Holder to render customized reports of summarized information based on sort and filter controls for date or data range, problem, or other clinical data element or categories (e.g., medications or providers)."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-03"/>
<label value="S.2.4#03"/>
<conformance value="SHOULD"/>
<conditionality value="false"/>
<requirement
value="The system SHOULD provide the ability to maintain ad hoc reports for future retrieval and use."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-04"/>
<label value="S.2.4#04"/>
<conformance value="SHOULD"/>
<conditionality value="false"/>
<requirement
value="The system SHOULD provide the ability to maintain summarized information through customized reports based on prioritization of chronology, problem or other pertinent information of importance to the authorized PHR Account Holder."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-05"/>
<label value="S.2.4#05"/>
<conformance value="SHALL"/>
<conditionality value="false"/>
<requirement
value="The system SHALL manage data visibility for PHR Account Holder Proxies using confidentiality-related preferences that were previously established by the PHR Account Holder for all ad hoc reporting capabilities."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-06"/>
<label value="S.2.4#06"/>
<conformance value="MAY"/>
<conditionality value="false"/>
<requirement
value="The system MAY provide the ability to render consolidated reports across family members (e.g., children)."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-07"/>
<label value="S.2.4#07"/>
<conformance value="SHOULD"/>
<conditionality value="false"/>
<requirement
value="The system SHOULD conform to TI.1.1 (Entity Authorization)."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-08"/>
<label value="S.2.4#08"/>
<conformance value="SHALL"/>
<conditionality value="false"/>
<requirement
value="The system SHALL conform to TI.2 (Auditable Records)."/>
</statement>
<statement>
<extension
url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
<valueBoolean value="false"/>
</extension>
<key value="PHRSFMR2-S.2.4-09"/>
<label value="S.2.4#09"/>
<conformance value="MAY"/>
<conditionality value="false"/>
<requirement
value="The system (or an external application using data from the PHR-S) MAY provide the ability to capture and maintain parameters for ad hoc reports."/>
</statement>
</Requirements>
IG © 2023 EHR WG. Package hl7.ehrs.uv.phrsfmr2#2.0.1-ballot based on FHIR 5.0.0. Generated 2025-08-29
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