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

Table of Contents

.. 0 Table of Contents
... 1 Home Page
... 2 Relationships Diagram
... 3 Overview
.... 3.1 Introduction
.... 3.2 Scope
.... 3.3 Normative References
.... 3.4 Terms and Definitions
.... 3.5 The Functional Model
.... 3.6 Conformance Clause
.... 3.7 Glossary
.... 3.8 PHR System Conformance Claim via Self-Attestation
.... 3.9 Glossary Supplement: Record Lifecycle Events and Descriptions (Normative)
... 4 Annex
.... 4.1 Function List (Normative)
.... 4.2 Glossary (Reference)
.... 4.3 Background (Informative)
.... 4.4 Bibliography (Informative)
.... 4.5 PHR Sources (Informative)
.... 4.6 Anticipated Uses (Informative)
.... 4.7 Mobile Device Impact on - and Issues related to - PHRs (Informative)
... 5 Useful Downloads
... 6 IG Change History
... 7 Only here because IG QA requires
... 8 Artifacts Summary
.... 8.1 PH.0 Personal Health (Function)
.... 8.2 PH.1 PHR Account Holder Profile (Header)
.... 8.3 PH.1.1 Identify and Maintain a PHR Account Holder Record (Function)
.... 8.4 PH.1.2 Manage PHR Account Holder Demographic Information (Function)
.... 8.5 PH.1.3 Manage PHR Account Holder and Family Preferences (Function)
.... 8.6 PH.1.4 Manage PHR Account Holder Advance Directives (Function)
.... 8.7 PH.1.5 Manage Consents and Authorizations (Function)
.... 8.8 PH.1.6 Manage PHR Account Status (Function)
.... 8.9 PH.2 Manage Historical Clinical Data and Current State Data (Function)
.... 8.10 PH.2.1 Manage PHR Account Holder Originated Data (Function)
.... 8.11 PH.2.2 Manage Data from External Administrative Sources (Function)
.... 8.12 PH.2.3 Manage Data and Documentation from External Clinical Sources (Function)
.... 8.13 PH.2.4 Produce and Present Ad Hoc Views of the Personal Health Record (Function)
.... 8.14 PH.2.5 Manage Historical and Current State Data (Function)
.... 8.15 PH.2.5.1 Manage Problem Lists (Function)
.... 8.16 PH.2.5.2 Manage Medication List (Function)
.... 8.17 PH.2.5.3 Manage Test Results (Function)
.... 8.18 PH.2.5.4 Manage Allergy, Intolerance, and Adverse Reaction List (Function)
.... 8.19 PH.2.5.5 Manage Immunization List (Function)
.... 8.20 PH.2.5.6 Manage Medical History (Function)
.... 8.21 PH.2.5.7 Manage Surgical History (Function)
.... 8.22 PH.2.5.8 Maintain Family History (Function)
.... 8.23 PH.2.5.9 Manage Personal Genetic Information (Function)
.... 8.24 PH.2.5.10 Manage Social History (Function)
.... 8.25 PH.2.5.11 Nutrition and Diet Information (Function)
.... 8.26 PH.3 Wellness, Preventive Medicine, and Self Care (Header)
.... 8.27 PH.3.1 Manage Personal Clinical Measurements and Observations (Header)
.... 8.28 PH.3.1.1 Manage Personal Observations and Care (Function)
.... 8.29 PH.3.1.2 Communication with Home Monitoring Devices (Function)
.... 8.30 PH.3.2 Manage Account Holder Implemented Care Plans (Function)
.... 8.31 PH.3.3 Manage Provider-Initiated Care Plans (Function)
.... 8.32 PH.3.4 Manage Medications (Function)
.... 8.33 PH.3.5 Manage Tools and Functions to Assist Self Care (Header)
.... 8.34 PH.3.5.1 Manage Health Calendar (Function)
.... 8.35 PH.3.5.2 Manage Tasks (Function)
.... 8.36 PH.3.5.3 Manage a Registry and Directory of Actors (Function)
.... 8.37 PH.3.5.4 Manage Reminders (Function)
.... 8.38 PH.3.5.5 Manage Health Alerts (Function)
.... 8.39 PH.3.5.6 Manage Recommendations (Function)
.... 8.40 PH.3.6 Population Health and Wellness (Header)
.... 8.41 PH.3.6.1 Public Health Reporting (Function)
.... 8.42 PH.3.6.2 Public Health Risk Alerts (Function)
.... 8.43 PH.4 Manage Health Education (Function)
.... 8.44 PH.5 PHR Account Holder Decision Support (Header)
.... 8.45 PH.5.1 Manage Guidelines and Protocols (Function)
.... 8.46 PH.5.2 Drug Interaction Checking (Function)
.... 8.47 PH.5.3 Care-Related Decision Support (Function)
.... 8.48 PH.5.4 Integration with Third Party Clinical Decision Support Services (Function)
.... 8.49 PH.5.5 PHR Account Holder Configured Alerts, Reminders, and/or Notifications (Function)
.... 8.50 PH.5.6 Manage Updated Orders, Recommendations, or Alternative Care Plans (Function)
.... 8.51 PH.6 Manage Encounters with Providers (Header)
.... 8.52 PH.6.1 PHR Account Holder Health Data Derived from Administrative and Financial Sources (Function)
.... 8.53 PH.6.2 Manage Self-Assessments (i.e., Symptoms) (Function)
.... 8.54 PH.6.3 Communications Between Provider and PHR Account Holder and/or PHR Account Holder Proxy (Function)
.... 8.55 PH.6.4 Data and Documentation from External Clinical Sources (Function)
.... 8.56 PH.6.5 Provider Assessments (Function)
.... 8.57 PH.6.6 Referrals and Referral Process (Function)
.... 8.58 PH.6.7 Patient-Specific Care, Instructions, Care Plans, Treatment Plans, Guidelines and Protocols (Function)
.... 8.59 PH.6.8 Manage Patient-Specific Care and Treatment Plans (Function)
.... 8.60 S.1 Provider Information (Header)
.... 8.61 S.1.1 Manage Selection of Providers (Function)
.... 8.62 S.1.2 Manage PHR Account Holder Provider’s Information (Function)
.... 8.63 S.1.3 Manage Health Care Provider Information (Function)
.... 8.64 S.1.4 Manage Provider Transparency Information (Function)
.... 8.65 S.1.5 Manage Healthcare Facility Information (Function)
.... 8.66 S.1.6 Manage Healthcare Facility Transparency Information (Function)
.... 8.67 S.1.7 Manage Surveys on the Healthcare Experience (Function)
.... 8.68 S.2 Financial Management (Header)
.... 8.69 S.2.1 Capture and Read Health Insurance Account and Benefit Information (Function)
.... 8.70 S.2.2 Manage Health Insurance Plan Benefit Information (Function)
.... 8.71 S.2.3 Manage Standard Reporting (Function)
.... 8.72 S.2.4 Manage Ad Hoc Reporting (Function)
.... 8.73 S.3 Administration Management (Header)
.... 8.74 S.3.1 Manage Interoperability of PHR Account Holder Demographics (Function)
.... 8.75 S.3.2 Manage PHR Conditions of Use (Function)
.... 8.76 S.3.3 Manage Legal and other Related Documents (Header)
.... 8.77 S.3.3.1 Manage Consents and Authorizations (Function)
.... 8.78 S.3.3.2 Manage End-of-Life Documents and Other Advance Directives (Function)
.... 8.79 S.3.3.3 Manage Documents for Personal Representation (Function)
.... 8.80 S.3.4 Manage Data Masking for Sensitive or Selective Information (Function)
.... 8.81 S.3.5 Manage PHR Output (Function)
.... 8.82 S.3.6 Manage PHR Data Import and Export (Function)
.... 8.83 S.3.7 Manage New, Additional, or Other Use Request (Function)
.... 8.84 S.3.8 Manage Requests for Release of Information (Function)
.... 8.85 S.3.9 Manage Information Views (Function)
.... 8.86 S.4 Manage Other Resources (Header)
.... 8.87 S.4.1 Manage Clinical Research Information (Header)
.... 8.88 S.4.1.1 Capture Genomic/Proteomic Data and Documentation from External Clinical Sources (Function)
.... 8.89 S.4.1.2 Manage De-Identified Data Request Process (Function)
.... 8.90 S.4.1.3 Manage PHR Account Holder Notification of Clinical Trials (Function)
.... 8.91 S.4.1.4 Manage PHR Account Holder Enrollment in Clinical Trials or Research (Function)
.... 8.92 S.4.2 Registry Notification and Management (Function)
.... 8.93 S.4.3 Manage Donor Information (Function)
.... 8.94 S.4.4 Manage PHR Account Holder Education Material Updates (Function)
.... 8.95 S.4.5 Manage PHR Account Holder Reminder Information Updates (Function)
.... 8.96 S.4.6 Manage Public Health Information (Header)
.... 8.97 S.4.6.1 Manage Public Health Related Updates (Function)
.... 8.98 S.4.6.2 Manage Access to Public Health Information Resources (Function)
.... 8.99 S.4.6.3 Manage Access to Public Health Knowledge Bases (Function)
.... 8.100 S.4.6.4 Manage Enrollment in Public Health Programs (Function)
.... 8.101 S.4.6.5 Manage Enrollment in Public Health Notifications and Alerts (Function)
.... 8.102 S.4.6.6 Enrollment in Public Health Surveys (Function)
.... 8.103 RI.1 Record Lifecycle and Lifespan (Header)
.... 8.104 RI.1.1 Record Lifecycle (Function)
.... 8.105 RI.1.1.1 Originate/Retain Record Lifecycle Event (Function)
.... 8.106 RI.1.1.1.1 Evidence of Record Entry Originate/Retain Event (Function)
.... 8.107 RI.1.1.2 Amend (Update) Record Lifecycle Event (Function)
.... 8.108 RI.1.1.2.1 Evidence of Record Entry Amendment Event (Function)
.... 8.109 RI.1.1.3 Transform/Translate Record Lifecycle Event (Function)
.... 8.110 RI.1.1.3.1 Evidence of Record Entry Translate Event (Function)
.... 8.111 RI.1.1.4 Attest Record Lifecycle Event (Function)
.... 8.112 RI.1.1.4.1 Evidence of Record Entry Attestation Event (Function)
.... 8.113 RI.1.1.5 Access/View Record Lifecycle Event (Function)
.... 8.114 RI.1.1.5.1 Evidence of Record Entry View/Access Event (Function)
.... 8.115 RI.1.1.6 Report (Output) Record Lifecycle Event (Function)
.... 8.116 RI.1.1.6.1 Evidence of Record Entry Output/Report Event (Function)
.... 8.117 RI.1.1.7 Disclose Record Lifecycle Event (Function)
.... 8.118 RI.1.1.7.1 Evidence of Record Entry Disclosure Event (Function)
.... 8.119 RI.1.1.8 Transmit Record Lifecycle Event (Function)
.... 8.120 RI.1.1.8.1 Evidence of Record Entry Transmit Event (Function)
.... 8.121 RI.1.1.9 Receive/Retain Record Lifecycle Event (Function)
.... 8.122 RI.1.1.9.1 Evidence of Record Entry Receive/Retain Event (Function)
.... 8.123 RI.1.1.10 De-Identify (Anononymize) Record Lifecycle Event (Function)
.... 8.124 RI.1.1.10.1 Evidence of Record Entry De-Identification Event (Function)
.... 8.125 RI.1.1.11 Pseudonymize Record Lifecycle Event (Function)
.... 8.126 RI.1.1.11.1 Evidence of Record Entry Pseudomynization Event (Function)
.... 8.127 RI.1.1.12 Re-identify Record Lifecycle Event (Function)
.... 8.128 RI.1.1.12.1 Evidence of Record Entry Re-Identification Event (Function)
.... 8.129 RI.1.1.13 Extract Record Lifecycle Event (Function)
.... 8.130 RI.1.1.13.1 Evidence of Record Entry Extraction Event (Function)
.... 8.131 RI.1.1.14 Archive Record Lifecycle Event (Function)
.... 8.132 RI.1.1.14.1 Evidence of Record Entry Archive Event (Function)
.... 8.133 RI.1.1.15 Restore Record Lifecycle Event (Function)
.... 8.134 RI.1.1.15.1 Evidence of Record Entry Restore Event (Function)
.... 8.135 RI.1.1.16 Destroy/Delete Record Lifecycle Event (Function)
.... 8.136 RI.1.1.16.1 Evidence of Record Entry Destruction Event (Function)
.... 8.137 RI.1.1.17 Deprecate Record Lifecycle Event (Function)
.... 8.138 RI.1.1.17.1 Evidence of Record Entry Deprecation/Retraction Event (Function)
.... 8.139 RI.1.1.18 Re-activate Record Lifecycle Event (Function)
.... 8.140 RI.1.1.18.1 Evidence of Record Entry Re-Activation Event (Function)
.... 8.141 RI.1.1.19 Merge Record Lifecycle Event (Function)
.... 8.142 RI.1.1.19.1 Evidence of Record Entry Merge Event (Function)
.... 8.143 RI.1.1.20 Unmerge Record Lifecycle Event (Function)
.... 8.144 RI.1.1.20.1 Evidence of Record Entry Unmerge Event (Function)
.... 8.145 RI.1.1.21 Link Record Lifecycle Event (Function)
.... 8.146 RI.1.1.21.1 Evidence of Record Entry Link Event (Function)
.... 8.147 RI.1.1.22 Unlink Record Lifecycle Event (Function)
.... 8.148 RI.1.1.22.1 Evidence of Record Entry Unlink Event (Function)
.... 8.149 RI.1.1.23 Add Legal Hold Record Lifecycle Event (Function)
.... 8.150 RI.1.1.23.1 Evidence of Record Entry Legal Hold Event (Function)
.... 8.151 RI.1.1.24 Remove Legal Hold Record Lifecycle Event (Function)
.... 8.152 RI.1.1.24.1 Evidence of Record Entry Legal Hold Removal Event (Function)
.... 8.153 RI.1.1.25 Verify Record Entries (Function)
.... 8.154 RI.1.1.25.1 Evidence of Record Entry Verification Event (Function)
.... 8.155 RI.1.1.26 Encrypt Record Entries (Function)
.... 8.156 RI.1.1.26.1 Evidence of Record Entry Encryption Event (Function)
.... 8.157 RI.1.1.27 Decrypt Record Entries (Function)
.... 8.158 RI.1.1.27.1 Evidence of Record Entry Decryption Event (Function)
.... 8.159 RI.1.2 Record Lifespan (Header)
.... 8.160 RI.1.2.1 Manage Record Entries (Function)
.... 8.161 RI.1.2.2 Manage Record Entries for Legal Hold (Function)
.... 8.162 RI.1.3 Record States (Header)
.... 8.163 RI.1.3.1 Manage Record Pending State (Function)
.... 8.164 RI.1.3.2 Manage Record Entry Amended, Corrected and Augmented State (Function)
.... 8.165 RI.1.3.3 Manage Record Entry Succession and Version Control (Function)
.... 8.166 RI.1.3.4 Manage Record Entry Retraction (Function)
.... 8.167 RI.1.4 Record Completeness (Function)
.... 8.168 RI.2 Record Synchronization (Function)
.... 8.169 RI.3 Record Archive and Restore (Function)
.... 8.170 TI.1 Security (Header)
.... 8.171 TI.1.1 Entity Authentication (Function)
.... 8.172 TI.1.2 Entity Authorization (Function)
.... 8.173 TI.1.3 Entity Access Control (Function)
.... 8.174 TI.1.3.1 Emergency Access Control (Function)
.... 8.175 TI.1.4 Patient Access Management (Function)
.... 8.176 TI.1.5 Non-Repudiation (Function)
.... 8.177 TI.1.6 Secure Data Exchange (Function)
.... 8.178 TI.1.7 Secure Data Routing (Function)
.... 8.179 TI.1.8 Patient Privacy and Confidentiality (Function)
.... 8.180 TI.1.8.1 Redact Patient Identifying Information (Function)
.... 8.181 TI.1.8.2 Protect Individual Patient Identity (Function)
.... 8.182 TI.1.9 System Operation Measurements (Function)
.... 8.183 TI.1.10 Service Availability (Function)
.... 8.184 TI.1.11 Trusted Information Exchange Environment (Function)
.... 8.185 TI.2 Audit (Function)
.... 8.186 TI.2.1 Audit Triggers (Function)
.... 8.187 TI.2.1.1 Record Entry Audit Triggers (Function)
.... 8.188 TI.2.1.2 Security Audit Triggers (Function)
.... 8.189 TI.2.1.2.1 Security Event Security Audit Trigger (Function)
.... 8.190 TI.2.1.2.2 User Authentication to the System (Start user session) Security Audit Trigger (Function)
.... 8.191 TI.2.1.2.3 User Authentication (System Prompt for Password Change) Security Audit Trigger (Function)
.... 8.192 TI.2.1.2.4 User Request to Change Password Security Audit Trigger (Function)
.... 8.193 TI.2.1.2.5 User Log Out (End user session) Security Audit Trigger (Function)
.... 8.194 TI.2.1.2.6 User Access (Successful) Security Audit Trigger (Function)
.... 8.195 TI.2.1.2.7 User Attempts to Access Data (Unsuccessful -- Access Denied) Security Audit Trigger (Function)
.... 8.196 TI.2.1.2.8 Extraordinary User Access (Break the Glass) Security Audit Trigger (Function)
.... 8.197 TI.2.1.2.9 User Permissions (Authorization) Security Audit Trigger (Function)
.... 8.198 TI.2.1.3 System Audit Triggers (Function)
.... 8.199 TI.2.1.3.1 System Event System Audit Trigger (Function)
.... 8.200 TI.2.1.3.2 System Started System Audit Trigger (Function)
.... 8.201 TI.2.1.3.3 Back Up Started System Audit Trigger (Function)
.... 8.202 TI.2.1.3.4 Back Up Completed System Audit Trigger (Function)
.... 8.203 TI.2.1.3.5 Back Up Recovery Started System Audit Trigger (Function)
.... 8.204 TI.2.1.3.6 Back Up Recovery Completed System Audit Trigger (Function)
.... 8.205 TI.2.1.3.7 Batch Job Started System Audit Trigger (Function)
.... 8.206 TI.2.1.3.8 Batch Job Completed System Audit Trigger (Function)
.... 8.207 TI.2.1.3.9 Maintenance Started System Audit Trigger (Function)
.... 8.208 TI.2.1.3.10 Maintenance Completed System Audit Trigger (Function)
.... 8.209 TI.2.1.3.11 Resource Usage System Audit Trigger (Function)
.... 8.210 TI.2.1.3.12 System Maintenance Events -Local Access System Audit Trigger (Function)
.... 8.211 TI.2.1.3.13 System Maintenance Events -Remote Access System Audit Trigger (Function)
.... 8.212 TI.2.1.3.14 System Maintenance - PHR or Clinical Software System Audit Trigger (Function)
.... 8.213 TI.2.1.3.15 System Maintenance - Codes, Vocabulary, Knowledge, Rules System Audit Trigger (Function)
.... 8.214 TI.2.1.3.16 Data Corruption System Audit Trigger (Function)
.... 8.215 TI.2.1.4 Clinical Audit Triggers (Function)
.... 8.216 TI.2.1.4.1 Clinical Alerts Clinical Audit Trigger (Function)
.... 8.217 TI.2.1.4.2 Acknowledgements of Clinically Significant Report Changes Clinical Audit Trigger (Function)
.... 8.218 TI.2.1.4.3 Disable Decision Support Alerts Clinical Audit Trigger (Function)
.... 8.219 TI.2.2 Audit Log Management (Function)
.... 8.220 TI.2.2.1 Audit Log Indelibility (Function)
.... 8.221 TI.2.3 Audit Notification and Review (Function)
.... 8.222 TI.3 Registry and Directory Services (Function)
.... 8.223 TI.4 Standard Terminology and Terminology Services (Header)
.... 8.224 TI.4.1 Standard Terminology and Terminology Models (Function)
.... 8.225 TI.4.2 Maintenance and Versioning of Standard Terminologies (Function)
.... 8.226 TI.4.3 Terminology Mapping (Function)
.... 8.227 TI.5 Standards-Based Interoperability (Header)
.... 8.228 TI.5.1 Application, Structured-Message, and Structured-Document Interchange Standards (Header)
.... 8.229 TI.5.1.1 Application Interchange Standards (Function)
.... 8.230 TI.5.1.2 Structured-Document Interchange Standards (Function)
.... 8.231 TI.5.1.3 Structured-Message Interchange Standards (Function)
.... 8.232 TI.5.2 Interchange Standards Versioning and Maintenance (Function)
.... 8.233 TI.5.3 Standards-Based Application Integration (Function)
.... 8.234 TI.5.4 Interchange Agreements (Function)
.... 8.235 TI.5.5 System Integration (Function)
.... 8.236 TI.6 Business Rules Management (Function)
.... 8.237 TI.7 Workflow Management (Function)
.... 8.238 TI.8 Database Backup and Recovery (Function)
.... 8.239 TI.9 System Management Operations and Performance (Function)
.... 8.240 TI.10 Standard or Preferred Clinical Models and Clinical Model Services (Header)
.... 8.241 TI.10.1 Standard or Preferred Clinical Models (Function)
.... 8.242 TI.10.2 Maintenance and Versioning of Standard or Preferred Clinical Models (Function)
.... 8.243 TI.10.3 Clinical Model Mapping (Function)
.... 8.244 PHR-S-FM R2
.... 8.245 Personal Health
.... 8.246 Personal Health Support
.... 8.247 Record Infrastructure
.... 8.248 Trust Infrastructure
.... 8.249 FMFunction
.... 8.250 FMHeader
.... 8.251 FMSection
.... 8.252 FunctionalModel
.... 8.253 requirements-actors
.... 8.254 requirements-change-info
.... 8.255 requirements-dependent
.... 8.256 requirements-example
.... 8.257 Requirement Change Indicators
.... 8.258 Change Info