PD ISO/TR 12773-1:2009 Business requirements for health summary records. Requirements

PD ISO/TR 12773-1 is a technical report based on a comprehensive review of a series of initiatives and implementations worldwide that are collectively called health summary records (HSRs). Project sponsors and/or authorities were contacted as needed to gather additional information and clarify questions or issues arising out of the review.

Part 1 of PD ISO/TR 12773 defines and describes HSRs in general as well as specific instances, and their most common use cases. It summarises the business requirements driving HSR development and the content that is common across HSRs, as well as issues associated with them. Finally, it recommends some future ISO/TC 215 activities to support international standardization of HSRs.

It is important to note that this part of ISO/TR 12773 focuses primarily on requirements that are specific (unique) to HSRs. It does not attempt to articulate, other than at a high level, requirements that are generally applicable to all health records or all electronic health records.

Consumer, clinician, industry and government demands for improved safety, quality, effectiveness and efficiency in healthcare are driving the need for more “connected” care, which in turn requires improved communication of clinical information between multiple providers and subjects of care. Internationally, various “summary” or “snapshot” health records have been developed to meet these communication needs. Many similarities are evident in these initiatives, but their conceptual foundations have not always been articulated with a set of business requirements as their starting point.

The purpose of PD ISO/TR 12773-1 is to identify the common business requirements these initiatives are seeking to address as well as the requirements for standards for health summary records (HSRs) that can guide future HSR development efforts.

Any future ISO initiative to create standards for a generic HSR specification or specifications for one or more types of HSR will leverage existing initiatives and adopt/adapt relevant standards utilized therein. Such HSR specifications are unlikely to require new standards, given that much of their content is deemed “common”, “core”, “essential” or “emergency” in nature and is therefore part of most EHR initiatives world-wide as evidenced in PD ISO/TR 12773-2.

Contents of PD ISO/TR 12773-1 include

Foreword
Introduction
Scope
Terms and definitions
Examples of health summary records
Nature and definition of health summary records
Health record extracts
Standardized health record extracts
Integrated care EHRs (ICEHRs)
Dynamic creation of a health summary record — List clinical summary/profile
Defining health summary records
Purposes of health summary records
Common use cases for health summary records
Overview

Use cases:

Creating a health summary record
Querying, viewing, replacing (superseding) the HSR
Provider-to-provider referrals
Acute care discharge to home or other ambulatory care environment
Acute care discharge to a sub-acute care nursing facility (SNF)
Initiate HSR transfer
Secondary use cases
Business requirements for health summary records
Data and information management requirements for health summary records
General requirements
Clinical content priorities for health summary records
Health summary record data development
Standardization of health summary records
Recommendations
Acronym Index
Bibliography

Also available:

PD ISO/TR 12773-2:2009 Business requirements for health summary records. Environmental scan

PD ISO/TR 12773-1:2009

Business requirements for health summary records - Requirements

Current

Published:

31 Jul 2009