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

: S.3.3.3 Manage Documents for Personal Representation (Function) - XML Representation

Page standards status: Informative

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<Requirements xmlns="http://hl7.org/fhir">
  <id value="PHRSFMR2-S.3.3.3"/>
  <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>Manage documents that designate those authorized to act on behalf of the PHR Account Holder.</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>The PHR Account Holder may want to capture and maintain documents that pertain to designating those authorized to act on behalf of PHR Account Holder for healthcare. Examples include but are not limited to: Guardianship, Legal Custodial Parent, Executor or Trustee. The system should allow for multiple occurrences of a document and the ability to archive documents. The documents maintained will depend on the jurisdictional law. The documents may or may not reside in the PHR-S. The document may be scanned images, structured documents or simply a notation that specifies the location of the original (hardcopy or original).</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.3.3.3#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, maintain, and render Consents, Authorizations, and other documentation authorizing individuals and/or PHR Account Holder Proxies to act on behalf of the PHR Account Holder with regard to healthcare or the PHR-S.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>S.3.3.3#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 render a list of documents designating those authorized to act on behalf of the PHR Account Holder sorted by one or more defined data elements.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>S.3.3.3#03</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 tag a document designating those authorized to act on behalf of the PHR Account Holder as Active or Non-Active by category of document.</p>
</div></span>
                
                
            </td>
        </tr>
        
        <tr>
            <td style="padding-left: 4px;">
                
                <span>S.3.3.3#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 maintain the document designating those authorized to act on behalf of the PHR Account Holder and/or a note that specifies that document’s location.</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.3.3.3"/>
  <version value="2.0.1-ballot"/>
  <name value="S_3_3_3_Manage_Documents_for_Personal_Representation"/>
  <title
         value="S.3.3.3 Manage Documents for Personal Representation (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="Manage documents that designate those authorized to act on behalf of the PHR Account Holder."/>
  <purpose
           value="The PHR Account Holder may want to capture and maintain documents that pertain to designating those authorized to act on behalf of PHR Account Holder for healthcare. Examples include but are not limited to: Guardianship, Legal Custodial Parent, Executor or Trustee. The system should allow for multiple occurrences of a document and the ability to archive documents. The documents maintained will depend on the jurisdictional law. The documents may or may not reside in the PHR-S. The document may be scanned images, structured documents or simply a notation that specifies the location of the original (hardcopy or original)."/>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-S.3.3.3-01"/>
    <label value="S.3.3.3#01"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD provide the ability to capture, maintain, and render Consents, Authorizations, and other documentation authorizing individuals and/or PHR Account Holder Proxies to act on behalf of the PHR Account Holder with regard to healthcare or the PHR-S."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-S.3.3.3-02"/>
    <label value="S.3.3.3#02"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD provide the ability to render a list of documents designating those authorized to act on behalf of the PHR Account Holder sorted by one or more defined data elements."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-S.3.3.3-03"/>
    <label value="S.3.3.3#03"/>
    <conformance value="MAY"/>
    <conditionality value="false"/>
    <requirement
                 value="The system MAY provide the ability to tag a document designating those authorized to act on behalf of the PHR Account Holder as Active or Non-Active by category of document."/>
  </statement>
  <statement>
    <extension
               url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
      <valueBoolean value="false"/>
    </extension>
    <key value="PHRSFMR2-S.3.3.3-04"/>
    <label value="S.3.3.3#04"/>
    <conformance value="SHOULD"/>
    <conditionality value="false"/>
    <requirement
                 value="The system SHOULD maintain the document designating those authorized to act on behalf of the PHR Account Holder and/or a note that specifies that document’s location."/>
  </statement>
</Requirements>