ISO/TR TECHNICAL REPORT 12773-1 First edition 2009-06-01 Business requirements for health summary records - Part 1: Requirements Exigences d'affaire pour les enregistrements de sante sommaires- Partie 1: Exigences Reference number ISO/TR 12773-1:2009(E) @ ISO 2009 by IHS under lic itted without license from IHS Not for Resale ISO/TR 12773-1:2009(E) PDF disclaimer This PDF file may contain embedded typefaces. In accordance with Adobe's licensing policy, this file may be printed or viewed but shall not be edited unless the typefaces which are embedded are licensed to and installed on the computer performing the editing. In accepts no liability in this area. Adobe is a trademark of Adobe Systems Incorporated. Details of the software products used to create this PDF file can be found in the General Info relative to the file; the PDF-creation parameters were optimized for printing. Every care has been taken to ensure that the file is suitable for use by IsO member bodies. In the unlikely event that a problem relating to it is found, please inform the Central Secretariat at the address given below COPYRIGHTPROTECTEDDOCUMENT @ ISO2009 All rights reserved. Unless otherwise specified, no part of this publication may be reproduced or utilized in any form or by any means, IsO's member body in the country of the requester. ISO copyright office Case postale 56. CH-1211 Geneva 20 Tel. + 41 22 749 01 11 Fax + 41 22 749 09 47 E-mail copyright@iso.org Web www.iso.org Published in Switzerland @ ISO 2009 - All rights reserved ed without license from IHS Not for Resale ISO/TR 12773-1:2009(E) Contents Page Foreword. Introduction 1 Scope 2 Terms and definitions.... 3 Examples of health summary records. 8 4 Nature and definition of health summary records 4.1 General..... 10 4.2 Health record extracts. 10 4.3 Standardized health record extracts... 11 4.4 Integrated care EHRs (ICEHRs).... 12 4.5 Dynamic creation of a health summary record List clinical summary/profile.. 13 4.6 Defining health summary records....................... 13 5 Purposes of health summary records . 14 6 Common use cases for health summary records . 16 6.1 Overview...... 6.2 Use case 1: Creating a health summary record 17 6.3 Use case 2: Querying, viewing, replacing (superseding) the HsR.. 17 6.4 Use Case 3: Provider-to-provider referrals.... 18 6.5 Use case 4: Acute care discharge to home or other ambulatory care environment. 19 6.6 Use case 5: Acute care discharge to a sub-acute care nursing facility (SNF) .... 19 6.7 Use case 6: Initiate HSR transfer ... .20 6.8 Secondary use cases .......... 7 Business requirements for health summary records ... 8 Data and information management requirements for health summary records.... 22 8.1 General requirements.... 8.2 Clinical content priorities for health summary records.. 22 8.3 9 Standardization of health summary records .25 10 Recommendations 25 Acronym Index .27 Bibliography 28 CopyrightIneationalOganzaadardizaoghtsreseved ii Not for Resale