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

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## : PH.3.5.6 Manage Recommendations (Function) - JSON Representation

Page standards status: Informative

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    {
      "resourceType" : "Requirements",
      "id" : "PHRSFMR2-PH.3.5.6",
      "meta" : {
        "profile" : [
          🔗 "http://hl7.org/ehrs/uv/phrsfmr2/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>Capture and track provider recommendations for future care.</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>In many care activities, recommendations are made for specific future activities. They are easy to let slip by and lose track of them. A thoughtful and documented reason for not following a particular recommendation should be captured to help manage liability risk. Some recommendations may be controversial and there are reasons not to follow them. It is useful to keep a list of recommendations as a separate check on future care to be managed with the help of the PHR Account Holder's provider.</p>\n<p>Example(s):</p>\n<ul>\n<li>The radiologist recommends a repeat mammogram in six months rather than the usual twelve months.</li>\n<li>The Primary Care Provider recommends seeing a surgeon for occasional gallbladder attacks.</li>\n<li>A screening colonoscopy is recommended after age fifty.</li>\n<li>Annual screening or tests based on the PHR Account Holder's occupational risk factors.</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>PH.3.5.6#01</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 capture recommendations from encounter and diagnostic studies in structured documents according to organizational policy and/or jurisdictional law (e.g., HIV results may need to be delayed from being sent directly to the PHR System, so that the provider has time to communicate with the patient directly).</p>\n</div></span>\n                \n                \n                Satisfied by:<ol>\n                \n                    <li><a href=\"https://www.hl7.org/fhir/communication.html\">https://www.hl7.org/fhir/communication.html</a></li>\n                \n                </ol>\n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.3.5.6#02</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 capture a recommendation, the identity of the recommending provider, the date of the recommendation, and the date suggested to perform the recommended action.</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.3.5.6#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 link a recommendation entry with the corresponding original document (e.g., a recommendation to lose ten pounds should be linked to a document that contains the PHR Account Holder's most recent BMI readings).</p>\n</div></span>\n                \n                \n            </td>\n        </tr>\n        \n        <tr>\n            <td style=\"padding-left: 4px;\">\n                \n                <span>PH.3.5.6#04</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 pending (or future) recommendation (e.g., so that a provider might be able to create a future-order or reminder, or to document the reason that the recommendation was dismissed).</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/phrsfmr2/Requirements/PHRSFMR2-PH.3.5.6",
      "version" : "2.0.1-ballot",
      "name" : "PH_3_5_6_Manage_Recommendations",
      "title" : "PH.3.5.6 Manage Recommendations (Function)",
      "status" : "active",
      "date" : "2025-04-04T11:42:51+11:00",
      "publisher" : "EHR WG",
      "contact" : [
        {
          "telecom" : [
            {
              "system" : "url",
              "value" : "http://www.hl7.org/Special/committees/ehr"
            }
          ]
        }
      ],
      "description" : "Capture and track provider recommendations for future care.",
      "purpose" : "In many care activities, recommendations are made for specific future activities. They are easy to let slip by and lose track of them. A thoughtful and documented reason for not following a particular recommendation should be captured to help manage liability risk. Some recommendations may be controversial and there are reasons not to follow them. It is useful to keep a list of recommendations as a separate check on future care to be managed with the help of the PHR Account Holder's provider.\r\n\r\nExample(s): \r\n- The radiologist recommends a repeat mammogram in six months rather than the usual twelve months.\r\n- The Primary Care Provider recommends seeing a surgeon for occasional gallbladder attacks.\r\n- A screening colonoscopy is recommended after age fifty.\r\n- Annual screening or tests based on the PHR Account Holder's occupational risk factors.",
      "statement" : [
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : true
            }
          ],
          "key" : "PHRSFMR2-PH.3.5.6-01",
          "label" : "PH.3.5.6#01",
          "conformance" : [
            "SHALL"
          ],
          "conditionality" : false,
          "requirement" : "The system SHALL provide the ability to capture recommendations from encounter and diagnostic studies in structured documents according to organizational policy and/or jurisdictional law (e.g., HIV results may need to be delayed from being sent directly to the PHR System, so that the provider has time to communicate with the patient directly).",
          "satisfiedBy" : [
            "https://www.hl7.org/fhir/communication.html"
          ]
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "PHRSFMR2-PH.3.5.6-02",
          "label" : "PH.3.5.6#02",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD provide the ability to capture a recommendation, the identity of the recommending provider, the date of the recommendation, and the date suggested to perform the recommended action."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "PHRSFMR2-PH.3.5.6-03",
          "label" : "PH.3.5.6#03",
          "conformance" : [
            "SHOULD"
          ],
          "conditionality" : false,
          "requirement" : "The system SHOULD provide the ability to link a recommendation entry with the corresponding original document (e.g., a recommendation to lose ten pounds should be linked to a document that contains the PHR Account Holder's most recent BMI readings)."
        },
        {
          "extension" : [
            {
              "url" : "http://hl7.org/ehrs/uv/phrsfmr2/StructureDefinition/requirements-dependent",
              "valueBoolean" : false
            }
          ],
          "key" : "PHRSFMR2-PH.3.5.6-04",
          "label" : "PH.3.5.6#04",
          "conformance" : [
            "MAY"
          ],
          "conditionality" : false,
          "requirement" : "The system MAY provide the ability to render a pending (or future) recommendation (e.g., so that a provider might be able to create a future-order or reminder, or to document the reason that the recommendation was dismissed)."
        }
      ]
    }