HL7 Electronic Health Record System Functional Model, Release 2.1.1
2.1.1-ballot - Normative Ballot

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## Requirements: AS.1.6 Provider Caseload/Panel (Function)

Page standards status: Informative

Statement N:

Provide access to a provider's caseload or panel information.

Description I:

An organization might employ the concept of caseload or panel of patients to facilitate continuity of care and distribution of work. A caregiver may have, or be accountable for, one or more defined caseloads or panels of members/patient/clients within the organization. Information about a caseload or panel may include an indication that an opening is available on a certain caseload or an indication that a certain patient is not suitable for that caseload. A member/patient may be provided access to a listing of caregivers with open caseloads or panels to select a provider. Example: Examples of caseload or panel assignments:

- A wound care nurse is assigned certain patients based upon their care needs. A list of those patients can be produced to assist the wound care nurse in delivering care.
- A provider with an open caseload can be assigned additional patients.

Actors:
ehr Criteria N:

AS.1.6#01 | dependent SHALL | The system SHALL provide the ability to manage a provider's caseload or panel information according to scope of practice, organizational policy, and/or jurisdictional law.
AS.1.6#02 | SHOULD | The system SHOULD conform to function AS.1.7 (Manage Practitioner/Patient Relationships).