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RE: [ihc] OMG HL7 "Integrated" Service Descriptions Document

From
"Flkin, Oeter M., [.E."
Date
2005-02-16T15:36:01+00:00
ID
Thread
RE: [ihc] OMG HL7 "Integrated" Service Descriptions Document
Title: Message

Ken,

 

I do not see decision support services (to
include guideline services).  I believe these will be important to the overall
utility of the service program and we would be pleased to also participate in such
an activity.

 

Warm regards,

 

Peter

 

Peter L. Elkin, MD

Professor of Medicine 

Director, Laboratory of Biomedical Informatics

Department of Internal Medicine

Mayo Clinic, College of Medicine

Mayo Clinic, Rochester

(507) 284-1551

Fax: (507) 284-5370

 

 

From: Ed Dodds
[mailto:] 

Sent: Wednesday, February 16, 2005
7:52 AM

To: 

Subject: [ihc] OMG HL7
"Integrated" Service Descriptions Document

 

 

  
  
From: 

  
  
  
Rubin, Ken (EDS) [SMTP:]   

  
 

 

  
  
To: 

  
  
  
;   

  
 

 

  
  
Cc: 

  
  
  
  

  
 

 

  
  
 

  
  
  
 

  
  
  
 

  
  
  
 

  
 

 

  
  
Subject: 

  
  
  
"Integrated" Service Descriptions
  Document  

  
 

 

  
  
Sent: 

  
  
  
2/16/05 12:46 AM 

  
  
  
Importance: 

  
  
  
Normal  

  
 

 

 

  
  
All:
  

  
Okay,
  here is what we have in to date.  Thanks to Virinder, Heath,
  

  Scott, Alan for providing
  input.  I have promises that other 

  descriptions are on the way, but
  at least this gives us a starting point 

  to compare and contrast some of
  what people are thinking regarding these 

  services. 

  
Note
  that in some cases we have competing submissions that will need to
  

  be reconciled.  I made no
  attempt to do so.  We need to discuss an 

  approach for this on our next
  call. 

  
I
  expect that we will have a few more descriptions trickle in over the
  

  coming days, and I'll get them
  integrated and posted. 

  
We also
  have what appears to be positive movement on the collaborative 

  tooling front, and hope to be
  able to provide more details soon.  

  
- Ken
  

  
 <<Integrated
  Service Specification Descriptions v1.0.doc>> 

  
 

 

 

  
  
Service "Short" Name

  
  
  
Organizations with Registered
  Interest

  
  
  
Description

  
 

 

  
  
Collaboration/Coordination of Terminology

  
  
  
NLM

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Provider Directory

  
  
  
HL7 Australia
  Submission

  
  
  
Service
  "Short" Name: 

  
Provider Directory 

  
 

  
Organizations
  with Registered Interest:

  
HL7 Australia,
  U.S.
  Department of Defense (Health Affairs), Canada
  Health Infoway, Kaiser Permanente

  
 

  
Purpose:

  
A directory holding
  details of healthcare providers including their identifiers, credentials and
  contact information that enables the provider to be contacted including
  delivery or collection of electronic health messages.

  
 

  
In
  Scope:

  
The Provider Director is responsible for maintaining
  the contact information about a healthcare provider along with their
  associated identifiers and credentials.  It allows users to interrogate the
  directory to uniquely identify a provider and retrieve contacts details to
  enable communication such as electronic health messaging requiring digital
  authentication certificates.  The Provider Directory should also support
  replication capabilities to enable federated systems to have local access to
  a set of provider details.

  
 

  
Out of
  Scope:

  
The provider directory
  is not intended to be used for role-based access control or authorization,
  nor is it intended to maintain the kinds of services the provider is capable
  of performing.

  
 

  
Description/Example/Use
  Case:

  
A Provider Directory
  should allow the addition of a new healthcare provider providing a master
  repository for maintaining contact and credential information.  The Provider
  Directory will be used to uniquely identify the provider allowing their
  contact information to be used to communicate with the provider including
  electronic health messaging.

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
Provider Directory
  would depend upon other services to perform authentication/authorization/
  access control

  
 

  
Functional
  Capabilities:

  
FindCandidates: 

  
RegisterProvider:

  
GetProvider:

  
UpdateProvider:

  
CreateIdentifier:

  
 

  
 

  
 

 

  
  
Provider Directory

  
  
  
HealthConnect (Australia)

  
U.S. Department of Defense (Health Affairs)

  
Canada Health Infoway

  
Kaiser Permanente

  
 

  
Kaiser-Permanente Submission

  
  
  
Purpose:

  
The Provider Directory
  is an authoritative source for information on groups and individuals that
  provide healthcare services.  This can be considered as an specialization of
  a generalized directory service, adding or supporting features and
  information that are applicable to healthcare providers but not to the
  general population. 

  
 

  
Note that the
  authoritativeness of any Directory may be relative:  while a given set of
  applications may see Provider Directory A as an authoritative source for all
  information it provides (e.g., licensure), Provider Directory A may, in fact,
  obtain some of the information it supplies from other sources that it
  considers authoritative (e.g., a licensing authority).  The scope of
  authority may be asserted by a Provider Directory within the contexts of
  defined working relationships.

  
 

  
In
  Scope:

  
The Provider Directory
  exposes services to allow consumer applications to:

  
*        
  Retrieve provider
  information by identifier

  
*        
  Identify
  provider(s) based upon identification criteria

  
*        
  Identify candidate
  providers based upon non-identification criteria

  
*        
  Subscribe to
  provider update notification service

  
*        
  Request provider
  information update

  
Out of
  Scope:

  
*        
  Establish new
  provider.  It is possible for a valid healthcare provider to be unknown to a
  given Provider Directory.  A consumer application should be able to assert
  the existence of such a provider to the Provider Directory for subsequent
  validation by the Directory.  However, this functionality is not in scope at
  this time.

  
Description/Example/Use
  Case:

  
*        
  Retrieve provider
  information by identifier

  
o       
  A laboratory
  application receives an order with a provider identifier that is unknown to
  the lab application.  The lab application requests provider information from
  the Provider Directory in order to process the order.

  
o       
  (question:  do we
  need to define limited vs. detailed response services, or can they just be
  criteria-driven versions of the one service?)

  
*        
  Identify
  provider(s) based upon identification criteria

  
o       
  A patient requests
  that a pharmacy call her dentist for a prescription related to an upcoming
  appointment.  The patient can only describe the dentist as Dr Smith, a woman,
  on Western
    Ave in Los Angeles. 
  Using these identification criteria, the pharmacy application queries the
  Provider Directory to find the appropriate dentist to contact.

  
o       
  (it is possible
  that more than one provider may be returned by this service, the consumer
  application, or the human interface, will need to resolve the question of
  which is the "correct" provider.)

  
*        
  Identify candidate
  providers based upon non-identification criteria

  
o       
  A physician needs
  to refer a patient to a hematologist; however the patient requests that they
  be male, in Ventura
   County,
  in a solo practice, and at least 40 years old.  Via the physician's office
  practice application, the Provider Directory is queried and a list of
  candidate providers is presented for selection.

  
*        
  Subscribe to
  provider update notification service

  
o       
  To meet business
  and regulatory requirements, a pharmacy application must maintain a minimum
  data content within the application.  In order to ensure that this minimum
  data content is up-to-date, the pharmacy application registers itself with
  the Provider Directory using the Subscribe to provider update notification
  service.  The pharmacy application maintains a listening service which
  receives information updates from the Provider Directory (for the providers
  known to the directory). 

  
*        
  Request provider
  information update

  
o       
  A Visiting Nurse
  association periodically reviews the information provided by the Provider
  Directory for its members.  Upon noting discrepancies between their
  membership information (as updated by the members) and that retrieved from
  the directory, the association sends requests to the Provider Directory to
  update and/or revalidate the directory's information from its sources.

  
o       
  (this may invoke
  both automated and manual updates/validation) 

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
(to be done)

  
Dependencies:

  
Provider Directory
  services would depend other services to perform
  authentication/authorization/access control (is the requestor allowed to
  request that service or view the associated information).

  
 

  
The "Identify
  provider(s) based upon identification criteria" service is dependent
  upon Identity Management services.  It may be that the this Provider
  Directory service is the Identity Management services applied to the Provider
  Directory data.

  
 

  
The "subscription
  to provider update notification service" requires that the subscribing
  application expose an appropriate "listener" service.

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Consumer Directory

  
  
  
HealthConnect (Australia)

  
U.S. Department of Defense (Health Affairs)

  
Canada Health Infoway

  
Kaiser Permanente

  
  
  
Purpose:

  
The Consumer Directory
  is an authoritative source for information individuals that utilize
  healthcare services.  

  
 

  
Note that the
  authoritativeness of any Directory may be relative:  while a given set of
  applications may see Provider Directory A as an authoritative source for all
  information it provides (e.g., licensure), Provider Directory A may, in fact,
  obtain some of the information it supplies from other sources that it
  considers authoritative (e.g., a licensing authority).  The scope of authority
  may be asserted by a Directory within the context(s) of defined working
  relationships.

  
 

  
In
  Scope:

  
The Consumer Directory
  exposes services to allow consumer applications to:

  
*        
  Retrieve consumer
  information by identifier

  
*        
  Identify
  consumers(s) based upon identification criteria

  
*        
  Identify candidate
  consumers based upon non-identification criteria

  
*        
  Subscribe to
  consumer update notification service

  
·        
  Request consumer
  information update

  
Out of
  Scope:

  
*        
  Establish new
  consumer.  It is possible for a valid healthcare consumer to be unknown to a
  given Consumer Directory.  An application should be able to assert the
  existence of such a consumer to the Directory for subsequent validation by
  the Directory.  However, this functionality is not in scope at this time.

  
Description/Example/Use
  Case:

  
*        
  Retrieve consumer
  information by identifier

  
o       
  A laboratory
  application receives an order with a consumer identifier that is unknown to
  the lab application.  The lab application requests consumer information from
  the Consumer Directory in order to process the order.

  
o       
  (question:  do we
  need to define limited vs. detailed response services, or can they just be
  criteria-driven versions of the one service?)

  
*        
  Identify
  consumer(s) based upon identification criteria

  
o       
  A pharmacy receives
  a verbal order from a dentist for a patient.  The dentist has assorted
  demographic information (e.g., name, dob, address, phone) for the patient, but
  does not have the patient's healthcare identifier.  No match is found in the
  pharmacy system for the demographics.  Using these demographics as
  identification criteria, the pharmacy application queries the Consumer
  Directory to find the appropriate patient and healthcare identifier.

  
o       
  (it is possible
  that more than one consumer may be returned by this service, the pharmacy
  application, or the human interface, will need to resolve the question of
  which is the "correct" consumer.)

  
*        
  Identify candidate
  consumers based upon non-identification criteria

  
o       
  A County Health
  Service has received anecdotal reports suggesting that 18 - 25 year old
  males in a particular city are more likely to contract a particular
  infectious disease.  To follow up on that assertion, the County Health
  Service needs to identify specific populations that, and surrounding,
  cities.  These criteria are submitted to the Consumer Directory which returns
  candidate lists for the submitted criteria.

  
*        
  Subscribe to consumer
  update notification service

  
o       
  To meet business
  and regulatory requirements, a pharmacy application must maintain a minimum
  data content within the application.  In order to ensure that this minimum
  data content is up-to-date, the pharmacy application registers itself with
  the Consumer Directory using the Subscribe to consumer update notification
  service.  The pharmacy application maintains a listening service which
  receives information updates from the Consumer Directory (for the consumers known
  to the directory). 

  
*        
  Request consumer
  information update

  
o       
  Subsequent to a
  dialysis encounter, staff at the dialysis center notes discrepancies on a
  patient's demographic information.  After verifying the discrepancy with the
  patient, the staff enters the updated information into their patient
  management system.  Since the patient management system assumes the Consumer
  Directory to be the authoritative source for this information, a Request
  consumer information update is sent.  

  
o       
  (while sending the
  "known correct" information to the Directory may not be directly
  applied to the Directory data, it would assist Directory management,
  particularly if manual intervention became necessary.)

  
o       
  (this may invoke
  both automated and manual updates/validation) 

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
(to be done)

  
Dependencies:

  
Consumer Directory
  services would depend other services to perform
  authentication/authorization/access control (is the requestor allowed to
  request that service or view the associated information).

  
 

  
The "Identify
  consumer(s) based upon identification criteria" service is dependent
  upon Identity Management services.  It may be that this Consumer Directory
  service is the Identity Management services applied to the Consumer Directory
  data.

  
 

  
The "subscription
  to consumer update notification service" requires that the subscribing
  application expose an appropriate "listener" service.

  
 

  
Question: Is there a distinction between this and the
  concept of a generalized directory service?  What features or attributes of a
  healthcare consumer are not pertinent to the general population?

  
 

  
Question:  does access to "consumer" information
  in health care need to define two, or more, levels of access, or would that
  be a function of authentication/authorization/access control?

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Consumer Directory

  
  
  
HL7 Australia
  Submission

  
  
  
Service
  "Short" Name: 

  
Consumer Directory 

  
 

  
Alias:

  
Master Patient Index,
  Identity Management, Person Identity 

  
 

  
Organizations
  with Registered Interest:

  
HL7 Australia,
  U.S.
  Department of Defense (Health Affairs), Canada
  Health Infoway, Kaiser Permanente

  
 

  
Purpose:

  
A directory holding a
  healthcare consumer's set of identifiers assigned by various
  authorities and demographic information, which can be used to establish the
  consumer's identity.  Additionally, the Consumer Directory maintains
  consumer contact details and other relevant administrative information
  including next of kin, insurance status, power of attorney and health
  record surrogates[HKF1] [HKF1].  

  
 

  
In
  Scope:

  
The Consumer Director is responsible for maintaining
  the demographic and administrative information about a healthcare consumer
  along with their associated identifiers.  It allows users to interrogate the
  directory to uniquely identify a consumer, verify consumer's identity
  and retrieve consumer demographic and administrative details.  The Consumer
  Directory should also support replication capabilities to enable federated
  systems to have local access to a set of consumer details.

  
 

  
Out of
  Scope:

  
The Consumer Directory
  should not include consumer based health record access control list.

  
 

  
Description/Example/Use
  Case:

  
A Consumer Directory
  should allow the addition of a new healthcare consumer for which an
  electronic health record has been created providing a master repository for
  maintaining demographic and administrative information separate from the
  EHR.  The Consumer Directory will be used to uniquely identify the consumer
  allowing their unique identifier to be used to access their health record.

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
 

  
Dependencies:

  
Consumer Directory
  would depend upon other services to perform authentication/authorization/
  access control

  
 

  
Functional
  Capabilities:

  
FindCandidates: 

  
RegisterConsumer:

  
GetConsumer:

  
UpdateConsumer:

  
LinkConsumer:

  
CreateIdentifier:

  
 

  
 

  
 

 

  
  
Workflow

  
  
  
Ocean Informatics

  
Veterans Health Administration

  
 

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Health Record Access/Retrieval

  
  
  
HealthConnect (Australia)

  
U.S. Department of Defense (Health Affairs)

  
SerAPI Project (Finland)

  
MedicAlert Foundation

  
Veterans Health Administration

  
Ocean Informatics

  
 

  
HL7 Australia
  Submission

  
  
  
Service
  "Short" Name: 

  
Health Record
  Access/Retrieval

  
 

  
Organizations
  with Registered Interest:

  
HL7 Australia,
  U.S.
  Department of Defense (Health Affairs), SerAPI Project (Finland),
  MedicAlert Foundation, Veterans Health Administration, Ocean Informatics

  
 

  
Purpose:

  
A service for
  recording, retrieving, and manipulating information in a consumers'
  electronic health record.  

  
 

  
In
  Scope:

  
The Health Record Access service is responsible for
  storing, retrieving, and manipulating healthcare consumers' health
  record information.  It allows users to submit and maintain health profile or
  event information and retrieving this information in a variety of views such
  as the original entries submitted or composed from multiple entries.

  
 

  
Out of
  Scope:

  
The Health Record
  Access service is not intended to control the access to the health record.

  
 

  
Description/Example/Use
  Case:

  
A Health Record Access
  service would be used to submit a summary of a hospital visit on or soon
  after a patient is discharged.  The primary care provider could retrieve the
  details of the hospital visit along with follow up laboratory results the
  next time the healthcare consumer presents at his clinic.  The PCP can
  retrieve the current medication list and which will be resubmit with the new
  prescriptions written along with other summarized information associated with
  the consultation.

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
The Health Record
  Access service would depend upon another service to identify the individual
  or subject of an inquiry.

  
 

  
The Health Record
  Access service would depend upon another service to locate the instance of
  the heath record access services for the kind of information required

  
 

  
Health Record Access
  service would depend upon other services to perform
  authentication/authorization/ access control

  
 

  
Functional
  Capabilities:

  
SubmitComposition:

  
FindComposition: 

  
GetComposition:

  
UpdateComposition:

  
NullifyComposition:

  
GetEntireRecord:

  
GetRecordView:

  
  
  
 

  
 

 

  
  
Role-Based Query Access 

  
  
  
Blue Cross/Blue Shield

  
Canada Health Infoway

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Privacy/Security/Consent

  
  
  
Canada Health Infoway

  
MedicAlert Foundation

  
NLM

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Record Location/Federation

  
  
  
Canada Health Infoway

  
IBM

  
U.S. Department of Defense (Health Affairs)

  
SerAPI Project (Finland)

  
Veterans Health Administration

  
 

  
Veterans Health Administration
  Submission

  
  
  
Purpose:

  
The Record Locator
  Service (RLS) provides the ability to determine where information is located
  between or with health enterprises.  It provides insight into metadata about information of interest,
  including items such as creator, category, source, size, format, language,
  dates, etc.  

  
 

  
In
  Scope:

  
The RLS is responsible for the bookkeeping and
  ability to identify which server instances contain categories of registered
  information about a person.  The Locator Service maintains the following
  knowledge:

  
 

  
*        
  What categories of
  information (HL7 Templates) a given location knows about.

  
*        
  What categories of
  information (topics) a given location wants to receive messages.

  
*        
  For which persons
  is information stored.  

  
 

  
Out of
  Scope:

  
It is important to note
  that the RLS does not provide visibility into the content of the information
  it is seeking, rather it is limited to searching the form, structure, and
  metadata.  For example, RLS cannot locate only those results for a particular
  lab test that resulted as positive.  It could, however, determine where
  laboratory records of that type exist for a particular patient.  

  
 

  
Description/Example/Use
  Case:

  
For instance, the RLS
  may be used to determine if there are any nuclear images for a
  particular person/patient role that have been made available in the past 30
  days.   This provides the ability to dynamically discover servers/services
  with relevant content to a query or situation.  

  
 

  
Functional
  Requirements/EHR Functional Model Mapping

  
(still needs to be
  done)

  
 

  
 

  
Dependencies:

  
The RLS would depend
  upon another service to identify the individual or subject of an inquiry.

  
 

  
The RLS would depend
  upon another service to perform the retrieval of record instances (e.g., RLS
  could return metadata but not data)

  
 

  
RLS would depend upon
  other services to perform authentication/authorization/ access control

  
 

  
Functional
  Capabilities:

  
 

  
ð      FindLocations - Provides a list of systems/services in
  which relevant data resides for a designated set of input criteria.  The
  result of a GetLocations invocation is a list of the locations containing
  data matching the query criteria, and optionally the type of information
  available at those locations.  This would be similar to the "treating
  facility list".  Examples include:

  
ð      Records of a certain type by server
  instance (could be used for Epidemiology)

  
ð      Locations of all records for a certain
  person

  
ð      Locations where any records exist for a
  person

  
 

  
(based in part upon the OMG Health Information
  Locator Service, RFP and [draft] initial submission)

  
 

 

  
  
Record Locator

  
  
  
Submission from IBM

  
  
  
Description

  
The Records Locator (RL) is the set of all health
  related data records associated with a Person ID and the associated functions
  that can create / retrieve / update / delete / search for the records.  All
  actions on the RL must be authorized for the actor and for the role in which
  the actor is performing the action.

  
Terms

  
*               Location - a uniquely
  identifiable place where health information regarding a person is stored.

  
*               Location Entry - a
  single entry in the Records Locator that is associated with a Person ID and
  can fully resolve the Location of the health data.

  
*               Location Attributes -
  the metadata associated with a Location Entry that describes the health data
  stored at the Location.

  
*               Location ID - an
  identifier that is uniquely assigned to each Location Entry

  
Use cases

  
*               Create a Location 

  
o              Creates a new Location Entry in the
  RL.  A Person ID and Location Attributes must be provided and no collisions
  are allowed.  A unique Location ID is created.

  
*               Retrieve Location

  
o              Returns a particular Location Entry
  when provided a Location ID.  

  
*               Update Location

  
o              Changes the attributes associated
  with a Location ID.  This should only be called when health data records are
  moved to a new location.

  
*               Retrieve a Person's
  Locations

  
o              Returns a list of all of the
  currently active health data records along with the metadata associated with
  each Location.

  
*               Re-assign Location

  
o              When provided a Location ID and a
  Person ID, this action will associate the Location Entry with the specified
  person.  This action can be used when a duplicate Person record was created
  (i.e. a person who had a Person ID was not identified and had a new Person ID
  created in the MPI and records were associated with the new Person ID -
  this action would allow the records to be merged under a single Person ID)

  
*               Archive Location

  
o              Allows the Location Entry associated
  with a Location ID to be accessed in a less time sensitive manner than other
  Location Entries.  Useful for maintaining information for clinical research
  or for moving older, less useful Location Entries to slower access media.

  
*               Delete a Location

  
o              Marks a Location Entry as being
  deleted.  This action does not physically delete the entry, but removes the
  Location from activity.  Once deleted, the only two valid actions on the
  Location Entry are Undelete or Purge.  

  
*               Undelete a Location

  
o              Makes a previously
  'deleted' Location Entry active.  This action effectively undoes
  a 'Delete a Location.

  
*               Purge A Location

  
o              Physically removes a Location Entry
  from the RL.  This is an irrevocable action.

  
 

 

  
  
Document Exchange

  
  
  
HL7 Australia
  Submission

  
  
  
Service
  "Short" Name: 

  
Document Exchange

  
 

  
Organizations
  with Registered Interest:

  
HL7 Australia

  
 

  
Purpose:

  
A service for managing
  the exchange of documents between healthcare providers.  

  
 

  
In
  Scope:

  
The Document Exchange service is responsible for
  securely storing and forwarding healthcare documents in transit between
  healthcare providers.  It is intended to be a generic service to support a
  variety of healthcare documents which may need to be exchanged between providers. 
  The service may notify (using insecure communication) the intended recipient
  (when known) that a document is awaiting collection with a link provided to
  allow direct access.  Alternatively a document can be located using a search
  on metadata indexed at the time of the document being submitted to the
  document repository.  This search may be based on unique identifiers encoded
  within bar codes or composite details such as healthcare consumer
  demographics and provider details.

  
 

  
Out of
  Scope:

  
The Document Exchange
  service is not intended as a replacement of an electronic health Record or
  persistent document repository.

  
 

  
Description/Example/Use
  Case:

  
A Document Exchange
  service is used to send an electronic pharmacy prescription to be held until
  healthcare consumer presents at the pharmacy where they have chosen to have
  their prescription filled.  The Pharmacist scans the barcode encoding
  document identifier or searches for the prescription using demographics
  details take from the consumers' photo identification.  The
  prescription is identified in document registry that returns the actual
  location of the prescription, which is then retrieved, from the document
  repository.  The prescription is filled as required and the document
  repository is updated to indicate the items that remain to be filled. 
  Expired or filled prescriptions will be purged as required.

  
 

  
Other use cases may
  include Referral, Pathology Orders and Diagnostic Investigation Results.

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
The Document Exchange
  service would depend upon other services to perform
  authentication/authorization/ access control

  
 

  
Functional
  Capabilities:

  
StoreDocument:

  
FindDocument: 

  
GetDocument:

  
RegisterDocument:

  
NullifyDocument:

  
UpdateDocument:

  
 

  
 

  
 

 

  
  
MPI/Person Identity/Identity Management

  
  
  
IBM

  
Canada Health Infoway

  
Inter-Mountain Healthcare

  
NLM

  
 

  
 

  
Submission from IBM

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

  
Description

  
The MPI is a directory of Persons and the associated
  functions that can create / retrieve / update / delete / search Person
  Entries in the directory.  All actions on the MPI must be authorized for the
  actor and for the role in which the actor is performing the action.

  
Terms

  
*               Person - an individual
  whose information is maintained in the MPI directory within a Person Entry

  
*               Person Entry - an single
  entry in the MPI directory corresponding to a Person

  
*               Person Attributes - the
  set of characteristics that, hopefully, uniquely identify a Person

  
*               Person ID - the unique
  identifier assigned to a Person Entry (see also: Records Locator)

  
Use cases

  
*               Search for a Person Entry

  
o              Provides an ordered list of Person Entries
  that match the given criteria.  The order of the list is dependent on the
  weights assigned given Person Entry

  
*               Create a Person

  
o              Creates a new Person Entry in the MPI
  directory.  A minimum set of Person Entry attributes must be present in order
  for the entry to be created.  A unique Person ID is assigned.

  
*               Retrieve Person Attributes

  
o              Returns all of the attributes for a
  Person Entry corresponding to the Person ID provided by the caller.  

  
*               Update Person Attributes

  
o              Changes the attributes associated
  with a Person Entry.  This action permanently alters how a Person Entry can
  be retrieved through a search.

  
*               Archive a Person

  
o              Moves the Person Entry to a
  non-active state while retaining all other information about the Person. 
  Useful for maintaining information for clinical research while removing the
  Person from active searches.  This action should only be performed when a
  Person has left the healthcare system.

  
*               Delete a Person

  
o              Marks a Person Entry as being
  deleted.  This action does not physically delete the entry, but removes the
  Person from activity.  Once deleted, the only two valid actions on the Person
  Entry are Undelete or Purge.  This action should not succeed if there are
  records associated with the Person ID in the Records Locator.

  
*               Undelete a Person

  
o              Makes a previously
  'deleted' Person Entry active.  This action effectively undoes a
  'Delete a Person'.

  
*               Purge A Person

  
o              Physically removes a Person Entry
  from the MPI directory.  This is an irrevocable action.

  
 

  
 

 

  
  
Resource Scheduling 

  
  
  
(Keith Campbell)

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Terminology Services

  
  
  
Mayo Clinic

  
Department of Defense (Health Affairs)

  
Veterans Health Administration

  
SerAPI (Finland)

  
MedicAlert Foundation

  
Kaiser-Permanente

  
InterMountain Health

  
 

  
Kaiser-Permanente Submission

  
  
  
Purpose:

  
Terminology Services
  provides definition and translation between, and within, term/concept sets. 
  Available information includes metadata for the term/concept sets such as
  copyright, publication date, version/revision, structure, and languages
  supported.

  
In
  Scope:

  
Terminology Services
  exposes the following services:

  
*        
  Translate code to
  concept.  Supplied with a specific code and a designated terminology (e.g.
  code system), this service returns the associated concept information (e.g.,
  definition, display string, comments, source attribution).  If the
  terminology supports multiple languages, all language forms will be returned
  unless a specific language is specified in the request.

  
*        
  Retrieve child
  concept service.  For hierarchically structured terminologies, this service
  returns any child concepts of the supplied code/concept.  Depth of return
  (how many child generations) may be specified in the request.

  
*        
  Retrieve parent
  concept service.  For hierarchically structured terminologies, this service
  returns the parent concept(s) of the supplied code/concept.  Depth of return
  (how many parent generations) may be specified in the request.

  
*        
  Translate coded
  concept to alternate terminology (Simple).  Supplied with a concept coded in
  a particular terminology, and an alternative terminology, this service
  returns all "mapped" concepts in the alternative terminology.  Each
  returned concept will also include an indication if it uniquely maps back to
  the original concept (e.g., is the mapping bi-directional)

  
*        
  

  
Out of
  Scope:

  
*        
  Locate coded
  concept.  Based upon supplied, non-coded, criteria (e.g., description),
  identify the related coded concept(s) in the specified terminology/concept
  sets. 

  
Description/Example/Use
  Case:

  
·        
  Translate
  code to concept. 
  Supplied with the coded concept of "F" in code system HL70001, the
  service would return a description of "Female", and an attribution
  of "Health Level 7, User-defined table 0001, Administrative Sex"
  (and possibly other metadata, to be defined).  

  Supplied with the coded concept of "LIV" and code system
  2.16.840.1.113883.5.41, the service would return a display string of
  "Living Subject", a description of " Anything that essentially
  has the property of life, independent of current state (a dead human corpse
  is still essentially a living subject)", an attribution of "Health
  Level 7", a terminology description of "EntityClass" (and
  possibly other metaday, to be defined).

  
*        
  Retrieve
  child concept service.  Supplied with the coded concept of "LIV" and code system
  2.16.840.1.113883.5.41 with one generation requested, the service would
  return two terms:  concept "PSN", display "Person" and
  concept "NLIV", display "non-person living subject"
  [additional data would include description, attribution, etc, not included
  here for brevity].

  
*        
  Retrieve
  parent concept service.  Supplied with the coded concept of "LIV" and code system
  2.16.840.1.113883.5.41 with one generation requested, the service would
  return one term:  concept "ENT", display "Entity"
  [additional data would include description, attribution, etc, not included
  here for brevity].

  
*        
  Translate
  coded concept to alternate terminology (Simple).  Supplied with the coded concept of
  "F" in code system HL70001, and a target terminology of SNOMED-CT
  the service would return concept " 248152002", description
  "Female" [and additional information or metadata not included here
  for brevity].

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
How are terminologies
  are identified?  OIDs?

  
Functional
  Capabilities:

  
 

  
 

  
 

 

  
  
Service Locator

  
  
  
Queensland Health

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Decision Support/Rule Interpretation

  
  
  
Partners Healthcare

  
Intermountain Health

  
Ocean Informatics

  
Duke University

  
Mayo Clinic

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Record/Data Element Query 

  
  
  
Partners Health

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Action Invocation/Notification Service

  
  
  
Partners Health

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Care Plan Management 

  
  
  
Blue Cross/Blue Shield

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Service Events/Encounters

  
  
  
Canadian Institute for Health Informatics (CIHI)

  
  
  
Purpose:

  
 

  
In
  Scope:

  
 

  
Out of
  Scope:

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
Benefits Management

  
  
  
Kaiser Permanente Submission

  
 

  
  
  
Purpose:

  
Benefits Management
  provides

  
In
  Scope:

  
Benefits management
  exposes the following services:

  
*        
  Retrieve benefit
  summary for patient.  For a specified patient, the service returns basic
  benefits information (subscriber, payor, plan description, etc, including
  multiple accounts) for all benefits providers known to the service.  The
  service request may include identification of the benefit provider to limit
  the returned information.

  
*        
  Retrieve benefit
  details for patient.  For a specified patient, the service returns detailed
  benefits information (summary information as well as details on coverage,
  copayments and accumulated payments for all benefits services) for all
  benefits providers known to the service.  The service request may include
  identification of the benefit provider and/or benefits services (e.g., Lab,
  Pharmacy, Dental) to limit the returned information.

  
Out of
  Scope:

  
*        
  Adjudicate service
  for patient.  For a specified patient and health care service, the service
  returns information on whether the service would be a covered benefit.  No implication
  of performance is included in the service request.

  
*        
  Pre-authorize
  service for patient.  For a specific patient and health care service, the
  service returns either an authorization to perform the service, denial of
  coverage for the specified service, or a request for additional information
  needed to authorize the service.

  
·        
  Subscribe to
  benefit update notification for patient.  For a specified patient and health
  care benefit provider, this service registers the requestor to receive
  notifications of changes to the benefit information for this patient under
  this service provider.  The requesting application must expose a service to
  receive these updated.

  
*        
  Request validation
  of benefits for patient.  This service provides a means for the health care
  provider (requestor) to initiate a review of the benefit information for a
  particular patient.  For example, if a patient insists that their coverage
  include a specific service benefit, this service would allow the provider to
  request review of the patient's benefits generally or specifically to the
  service benefit in question.  The health care provider would have to have
  business processes to deal with the immediate issue as t is not expected that
  this will be a fully automated service, but rather trigger some human
  intervention.  

  
 

  
Description/Example/Use
  Case:

  
 

  
Functional
  Requirements/EHR Functional Model Mapping:

  
 

  
Dependencies:

  
Benefit management
  services depends on other services to perform
  authentication/authorization/access control (is the requestor allowed to
  request that service or view the associated information).

  
 

  
Benefit management
  services, as described here, presuppose proper, authoritative identification
  of the patient.  This may not be the case and these services may utilize
  Identity Management services in order to uniquely identify the patient.

  
 

  
Functional
  Capabilities:

  
 

  
 

 

  
  
 

  
  
  
 

  
  
  
 

  
 

 

 [HKF1]Is
this part of an access control service
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