Order interaction for the creation of a document
Summary
This proposal documents a new set of HL7 version 3 interactions related to 'ordering the creation of a document'. The document could be of any mime-type, and could have a structured or a non-structured content. The focus will be on structured CDA (and more general: SDA) documents, but this should not preclude the interactions from being used for other documents.
The newly created set of interactions should be part of the common order (POOR) domain.
Use-case
- Sending an order to request for the (human) creation of a clinical summary report; sending an order to request the creation (by a software application) of a lab result report.
Dutch Storyboards
- (use case 1) Gerald General, a GP is informed (exactly how is out of scope of this simplified use-case description) that Patient Eve Everywoman has had an encounter with Radiologist Dr. Röntgen and Gynaecologist Dr. Gerard, both in the same hospital. Given that the GP has a responsibility in the provision of continuous care to the patient he sends an order for a 'consultant summary' to Dr. Röntgen, and another order for a 'consultant summary document' to Dr. Gerard. Dr. General stores the documents (and the information contained therein) in his GP system. When Eve shows up for a future GP consultation Dr. General has access to the data generated during the hospital encounter.
- (use case 2, minor variation) Irvin Internist, a specialist in the area of internal medicine, is informed (exactly how is out of scope of this simplified use-case description) that Patient Eve Everywoman has had a prior encounter with another Internist Dr. Iznogood in a different hospital. Dr. Internist sends an order for a 'consultant summary document' to Dr. Iznogood. Dr. Internist stores the document (and the information contained therein) in his software application. When Eve shows up for a future encounter with Dr. Internist he has access to the data generated during the prior encounter.
Dynamic Model
In terms of Dynamic Model and Trigger Events the newly proposed Topic conforms to the general Orders and Requests Pattern as defined by the Orders and Observations WG. That design pattern will be used as the basis for this topic.
Static Model
The static model used in the order interactions has to indicate various items of metadata related to the document that should be created (e.g. requested document type, requested author, requested templates the document should conform to, patient id, etc.).
Requirements related to the static model:
- The basic model (refined by further discussions) could be defined to be the CDA Header model, with the focal DOCCLIN Act in RQO mood.
- The final model should be in compliance with the Composite Order model (as defined by the Orders and Observations WG). The current Compsite Order model may have to be updated to support the ordering of documents.
Grouping | Request item | Notes | Composite Order model (order interaction) | CDA R2 (response document) |
---|---|---|---|---|
Structure | Document.code | The requested document type. | Act(DOCCLIN/RQO).code (new: DOCCLIN/RQO to be added as one of the Acts in the main choice box) | ClinicalDocument.code |
Structure | Document.templateID | Set of template IDs the document creator is requested to adhere to (only applicable for structured documents). | (New, not in current POOR model: DOCCLIN DEF Act -- INST act relationship -- DOCCLIN RQO (focal act)). Act(DOCCLIN/DEF).templateID | InrastructureRoot.templateID |
Structure | Document.mimeType | The mime type the document creator is requested to create (if equal to application/hl7-v3-sda templateIds will have to be used to identify CDA R2, CDA R3, SPL, etc.). | (New, not in current POOR model: DOCCLIN DEF Act -- INST act relationship -- DOCCLIN RQO (focal act)). Act(DOCCLIN/DEF).text | ClinicalDocument.text (although that attribute doesn't exist in CDA R2). There is a precedent for text to be used to solely convey the mime type, see ParentDocument.text |
Structure | Document.language | The document language the document creator is requested to use. | (New, not in current POOR model: DOCCLIN DEF Act -- INST act relationship -- DOCCLIN RQO (focal act)). Act(DOCCLIN/DEF).languageCode | ClincalDocument.languageCode |
Subject | Activities.effectiveTime | An interval of time for the data which should be reported on/documented. | subject Act(EVN) Note: No, it's not NOT Act(DOCCLIN/RQO).effectiveTime |
ServiceEvent.effectiveTime, effectiveTime of entry-level Acts |
Subject | MainActivity.id | ID of the main (focal) requested/performed act. | subject Act(EVN) ;sourceOf(Actrelationship of type XXX)/requested Act.id (new: subject to ACT(EVN) to be added, the current model is limited to role based subjects) | ServiceEvent.id, Order.id |
Subject | MainActivity.code | Type of the main (focal) requested/performed act. May be used if there is no known MainActivity.id | See MainActivity.id | ServiceEvent.code, Order.code |
Subject | Encounter.id | The encounter.ID of the encounter which should be reported on/documented. | subject Act(EVN) ;sourceOf(Actrelationship of type XXX)/requested Act.id | EncompassingEncounter.id |
Subject | Encounter.code | The type of encounter which should be reported on/documented. May be used if there is no known Encounter.id | See Encounter.id | EncompassingEncounter.code |
Subject | RecordTarget.id | RecordTarget (mostly: Patient) identifier. | recordTarget/R_Subject.id | PatientRole.id |
Subject | OldDocument.id, Documentrelationship.code | Identification of the old document - the document author is requested to create a document which is a transformation/update/appendix (as specified by Documentrelationsip.code) of the OldDocument. | ??? - There are open modelling issues related to how this should be modelled in a v3 artefact: see section below on Properties of the requested Act. | relatedDocument/ParentDocument. |
Author | Author.id | Who (as an identified Role) is asked to create the report (person/organization/software application). | performer/(Role).id | AssignedAuthor.id |
Author | Author.code | Who (of what kind) is asked to create the report (person/organization/software application). The underlying use case is one whereby one would like 'a lab physician' to write the report without the requirement to identify an individual. | performer/(Role).code | AssignedAuthor.code |
Recipient | Recipient.id | If other than the author of the order to create a document. "resulting document to:" | callBackContact/R_NotificationParty | IntendedRecipient.id |
Timing | Order.priorityCode | The priority of the order to create a document | Act(DOCCLIN/RQO).priorityCode | n.a. |
Timing | MainActivity.status | Status code of the main (focal) Act. Example: when sending a lab order jointly with an order to create a document with the labresults, one may want to specify that a document should only be created once the status of the lab observation is 'completed' - and nothing before that point in time. The Composite Order model has a mechanism to indicate that one order should be performed after (SUCC act relationship) another order. |
sourceOf(Actrelationship of type SUCC)/requested Act.id | ServiceEvent.statusCode (although that attribute doesn't exist in that class), status of the Entry-level acts. |