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

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## : CPS.8.4 Support for Communications Between Provider and Patient, and/or the Patient Representative (Function) - JSON Representation

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    {
      "resourceType" : "Requirements",
      "id" : "EHRSFMR2-CPS.8.4",
      "meta" : {
        "profile" : [
          🔗 "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/FMFunction"
        ]
      },
      "text" : {
        "status" : "extensions",
        "div" : "<div xmlns=\"http://www.w3.org/1999/xhtml\">\n    <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>Facilitate communications between providers and patients, and/or the patient representatives.</p>\n</div></span>\n\n    \n    <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>Providers are able to communicate with patients and others, capturing as specified by the business rules the nature and content of electronic communication, or the time and details of other communication.</p>\n<p>Examples:</p>\n<ul>\n<li>When test results arrive, the clinician may wish to email the patient that test result was normal (details of this communication are captured).</li>\n<li>A patient may wish to request a refill of medication by emailing the physician.</li>\n<li>Patients with asthma may wish to communicate their peak flow logs/diaries to their provider.</li>\n<li>Hospital may wish to communicate with selected patients about a new smoking cessation program.</li>\n<li>Automated notification regarding annual flu shots.</li>\n</ul>\n</div></span>\n    \n\n    \n    <span id=\"actors\"><b>Actors:</b><br/> ehr</span>\n    \n\n    \n    <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>\n    \n    <table id=\"statements\" class=\"grid dict\">\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#01</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHALL</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHALL provide the ability to capture and store documentation of communications between providers and patients and/ or the patient representatives.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#02</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHALL</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHALL provide the ability to capture scanned documents.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#03</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability to receive and transmit information between providers and patients or their representative using a secure internet connection.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#04</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHALL</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHALL provide the ability to manage authorizations documentation for family member or patient representative to receive patient related health information.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#05</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD render an alert to providers regarding the presence of communications that originated from the patient or patient representative.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#06</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD transmit a notification regarding the provider's unavailability (e.g., vacations) when the provider receives information or requests electronically based on user-defined configuration (e.g., email out-of-office notification).</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#07</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY determine alternate routing of information or requests received when the provider is unavailable based on user-defined configuration and transmit a notification of the routing (e.g., alternate provider covering for vacation).</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#08</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY provide the ability to render a notification of events and new treatment options to providers.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#09</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY provide the ability to transmit to the patient or patient representative reminders of events related to their care (e.g., upcoming appointments) as agreed upon by the patient, and/or the patient representative.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#10</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY provide the ability to capture and transmit information between providers and patient groups.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#11</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                <i>dependent</i>\n                \n                \n                \n                <span>SHALL</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHALL provide the ability to render notifications, manually, and/or automatically, to patients for conditions and results that require follow-up, according to scope of practice, organizational policy, and/or jurisdictional law, and to update the patient record with the fact that this was done.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#12</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>SHALL</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHALL provide the ability to render information (e.g., electronic, paper, CD-ROM) to patients and to update the patient record with the fact that this was done.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#13</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                \n                \n                <span>MAY</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system MAY provide the ability to render a notification to the patient when specific medication doses are due, and/or when diagnostic/screening tests are due.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>CPS.8.4#14</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\">\n                \n                <i>dependent</i>\n                \n                \n                \n                <span>SHOULD</span>\n                \n            </td>\n            <td style=\"padding-left: 4px;\" class=\"requirement\">\n                \n                <span><div><p>The system SHOULD provide the ability for the provider to capture an authorization for the transmittal of medication renewal data to an external system and transmittal of a notice to patient via preconfigured notification channel, one of which may be a Consumer Health Solution or a Personal Health Record, according to scope of practice, organizational policy, and/or jurisdictional law.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n    </table>\n</div>"
      },
      "extension" : [
        {
          "url" : "http://hl7.org/fhir/StructureDefinition/structuredefinition-wg",
          "valueCode" : "ehr"
        }
      ],
      "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/Requirements/EHRSFMR2-CPS.8.4",
      "version" : "2.1.1-ballot",
      "name" : "CPS_8_4_Support_for_Communications_Between_Provider_and_Patient__and_or_the_Patient_Representative",
      "title" : "CPS.8.4 Support for Communications Between Provider and Patient, and/or the Patient Representative (Function)",
      "status" : "active",
      "date" : "2025-04-04T11:04:36+11:00",
      "publisher" : "HL7 International / Electronic Health Records",
      "contact" : [
        {
          "telecom" : [
            {
              "system" : "url",
              "value" : "http://www.hl7.org/Special/committees/ehr"
            }
          ]
        }
      ],
      "description" : "Facilitate communications between providers and patients, and/or the patient representatives.",
      "jurisdiction" : [
        {
          "coding" : [
            {
              "system" : "http://unstats.un.org/unsd/methods/m49/m49.htm",
              "code" : "001",
              "display" : "World"
            }
          ]
        }
      ],
      "purpose" : "Providers are able to communicate with patients and others, capturing as specified by the business rules the nature and content of electronic communication, or the time and details of other communication.\n\nExamples:\n- When test results arrive, the clinician may wish to email the patient that test result was normal (details of this communication are captured).\n- A patient may wish to request a refill of medication by emailing the physician.\n- Patients with asthma may wish to communicate their peak flow logs/diaries to their provider.\n- Hospital may wish to communicate with selected patients about a new smoking cessation program.\n- Automated notification regarding annual flu shots.",
      "statement" : [
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-01",
          "label" : "CPS.8.4#01",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to capture and store documentation of communications between providers and patients and/ or the patient representatives.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#1"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-02",
          "label" : "CPS.8.4#02",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to capture scanned documents.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#2"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-03",
          "label" : "CPS.8.4#03",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD provide the ability to receive and transmit information between providers and patients or their representative using a secure internet connection.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#4"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-04",
          "label" : "CPS.8.4#04",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to manage authorizations documentation for family member or patient representative to receive patient related health information.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#5"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-05",
          "label" : "CPS.8.4#05",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD render an alert to providers regarding the presence of communications that originated from the patient or patient representative.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#6"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-06",
          "label" : "CPS.8.4#06",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD transmit a notification regarding the provider's unavailability (e.g., vacations) when the provider receives information or requests electronically based on user-defined configuration (e.g., email out-of-office notification).",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#7"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-07",
          "label" : "CPS.8.4#07",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY determine alternate routing of information or requests received when the provider is unavailable based on user-defined configuration and transmit a notification of the routing (e.g., alternate provider covering for vacation)."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-08",
          "label" : "CPS.8.4#08",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY provide the ability to render a notification of events and new treatment options to providers.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#8"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-09",
          "label" : "CPS.8.4#09",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY provide the ability to transmit to the patient or patient representative reminders of events related to their care (e.g., upcoming appointments) as agreed upon by the patient, and/or the patient representative.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#9"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-10",
          "label" : "CPS.8.4#10",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY provide the ability to capture and transmit information between providers and patient groups.",
          "derivedFrom" : "EHR-S_FM_R1.1 DC.3.2.3#12"
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : true
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-11",
          "label" : "CPS.8.4#11",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to render notifications, manually, and/or automatically, to patients for conditions and results that require follow-up, according to scope of practice, organizational policy, and/or jurisdictional law, and to update the patient record with the fact that this was done."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-12",
          "label" : "CPS.8.4#12",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to render information (e.g., electronic, paper, CD-ROM) to patients and to update the patient record with the fact that this was done."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-13",
          "label" : "CPS.8.4#13",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY provide the ability to render a notification to the patient when specific medication doses are due, and/or when diagnostic/screening tests are due."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/ehrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : true
            }
          ],
          "key" : "EHRSFMR2-CPS.8.4-14",
          "label" : "CPS.8.4#14",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD provide the ability for the provider to capture an authorization for the transmittal of medication renewal data to an external system and transmittal of a notice to patient via preconfigured notification channel, one of which may be a Consumer Health Solution or a Personal Health Record, according to scope of practice, organizational policy, and/or jurisdictional law."
        }
      ]
    }