HL7 Personal Health Record System Functional Model, Release 2
2.0.1-ballot - Normative Ballot

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## : PH.5.1 Manage Guidelines and Protocols (Function) - XML Representation

Page standards status: Informative

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    <Requirements xmlns="http://hl7.org/fhir">
      <id value="PHRSFMR2-PH.5.1"/>
      <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>Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making.</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>Guidelines help provide general direction to manage specific health risks or problems. They may be used by the PHR Account Holder to research a specific condition to verify that appropriate care is being provided. They may also be used to help self-manage minor conditions.</p>
    <p>Example(s): Capture guidelines from the Internet for non-operative management of lower back pain.</p>
    </div></span>

        <span id="actors"><b>Actors:</b><br/> ehr</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>PH.5.1#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 and maintain PHR Account Holder -specific health or treatment guidelines from healthcare providers or other trusted electronic healthcare sources.</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#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 update PHR Account Holder -specific care plans and guidelines (e.g., isometric exercises in a business office versus swimming in a home pool).</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#03</span>

                </td>
                <td style="padding-left: 4px;">

                    <span>SHOULD</span>

                </td>
                <td style="padding-left: 4px;" class="requirement">

                    <span><div><p>The system SHOULD capture the source of the guideline.</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#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 provide the ability for the PHR Account Holder to annotate the guideline.</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#05</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 manage functionality that supports the PHR Account Holder's self-care plans that are based on guidelines (e.g., a task list, calendar entry, regularly scheduled alert, and/or reminders to perform a certain task).</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#06</span>

                </td>
                <td style="padding-left: 4px;">

                    <span>MAY</span>

                </td>
                <td style="padding-left: 4px;" class="requirement">

                    <span><div><p>The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline.</p>
    </div></span>

                </td>
            </tr>

            <tr>
                <td style="padding-left: 4px;">

                    <span>PH.5.1#07</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 for external stakeholders (e.g., including a PHR Account Holder Proxy, a physical exercise coach, or a registered dietitian/nutritionist) to present the PHR Account Holder's self-generated care plan(s) and transmit recommendations to the PHR Account Holder (e.g., a nutritionist offers recommendations regarding the PHR Account Holder's weight control plan that is based on a weight-control guideline). Note: The PHR Account Holder is able to accept or reject recommendations from external stakeholders regarding possible adjustment to the PHR Account Holder's self-generated care plan. The PHR Account Holder's self-generated care plan is different than the professional caregiver's care plan.</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-PH.5.1"/>
      <version value="2.0.1-ballot"/>
      <name value="PH_5_1_Manage_Guidelines_and_Protocols"/>
      <title value="PH.5.1 Manage Guidelines and Protocols (Function)"/>
      <status value="active"/>
      <date value="2025-04-04T11:42:51+11:00"/>
      <publisher value="EHR WG"/>
      <contact>
        <telecom>
          <system value="url"/>
          <value value="http://www.hl7.org/Special/committees/ehr"/>
        </telecom>
      </contact>
      <description
                   value="Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making."/>
      <purpose
               value="Guidelines help provide general direction to manage specific health risks or problems. They may be used by the PHR Account Holder to research a specific condition to verify that appropriate care is being provided. They may also be used to help self-manage minor conditions.

    Example(s): Capture guidelines from the Internet for non-operative management of lower back pain."/>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-01"/>
        <label value="PH.5.1#01"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD provide the ability to capture and maintain PHR Account Holder -specific health or treatment guidelines from healthcare providers or other trusted electronic healthcare sources."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-02"/>
        <label value="PH.5.1#02"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD provide the ability to update PHR Account Holder -specific care plans and guidelines (e.g., isometric exercises in a business office versus swimming in a home pool)."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-03"/>
        <label value="PH.5.1#03"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD capture the source of the guideline."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-04"/>
        <label value="PH.5.1#04"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD provide the ability for the PHR Account Holder to annotate the guideline."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-05"/>
        <label value="PH.5.1#05"/>
        <conformance value="SHOULD"/>
        <conditionality value="false"/>
        <requirement
                     value="The system SHOULD provide the ability to manage functionality that supports the PHR Account Holder's self-care plans that are based on guidelines (e.g., a task list, calendar entry, regularly scheduled alert, and/or reminders to perform a certain task)."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-06"/>
        <label value="PH.5.1#06"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline."/>
      </statement>
      <statement>
        <extension
                   url="http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent">
          <valueBoolean value="false"/>
        </extension>
        <key value="PHRSFMR2-PH.5.1-07"/>
        <label value="PH.5.1#07"/>
        <conformance value="MAY"/>
        <conditionality value="false"/>
        <requirement
                     value="The system MAY provide the ability for external stakeholders (e.g., including a PHR Account Holder Proxy, a physical exercise coach, or a registered dietitian/nutritionist) to present the PHR Account Holder's self-generated care plan(s) and transmit recommendations to the PHR Account Holder (e.g., a nutritionist offers recommendations regarding the PHR Account Holder's weight control plan that is based on a weight-control guideline). Note: The PHR Account Holder is able to accept or reject recommendations from external stakeholders regarding possible adjustment to the PHR Account Holder's self-generated care plan. The PHR Account Holder's self-generated care plan is different than the professional caregiver's care plan."/>
      </statement>
    </Requirements>