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

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## Requirements: PH.5.1 Manage Guidelines and Protocols (Function)

Page standards status: Informative

Statement N:

Guidelines for general direction in managing a specific problem or condition can be acquired from a variety of sources for improved decision making.

Description I:

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.

Actors:
ehr Criteria N:

PH.5.1#01 | SHOULD | 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.
PH.5.1#02 | SHOULD | 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).
PH.5.1#03 | SHOULD | The system SHOULD capture the source of the guideline.
PH.5.1#04 | SHOULD | The system SHOULD provide the ability for the PHR Account Holder to annotate the guideline.
PH.5.1#05 | SHOULD | 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).
PH.5.1#06 | MAY | The system MAY render an alert or reminder when the PHR Account Holder is out of compliance with a guideline.
PH.5.1#07 | MAY | 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.