EHRs FM Profiling Tool

EHR-S FM Profiling Tool Project

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Project Overview

This project, sponsored by the HL7 Tooling Workgroup and co-sponsored by the EHR Workgroup, will produce a (web-based and/or desktop) tool to create EHR-S FM profiles (starting with the EHR-S FM R2), with enforced profiling rules, and exports as documents, support for and XML interchange format for reuse across profile tool instances or for use in other tools. Additionally, the tool will:

• shall support multiple platforms, Windows, Linux, MacOS.
• be available via OHT.
• There is a defined XML exchange format that is used by at least one other tool (e.g. Import the FM in Enterprise Architect).

This tool will become a tool in the HL7 suite of tools.
This project is targeted for the EHR-S FM R2. However if it is determined that there is enough harmonization with R1.1, there may be support for references to R1.1 to aid in the updating of manually created R1.1 profiles

Project Need

The current method of creating EHR-S FM profiles, using unstructured tools (spreadsheet, text processor), do not enforce moderately complex rules for creating EHR-S FM profiles leading to a very laborious manual effort that is prone to errors. Furthermore the current methods do not easily provide methods for building on top of, merging, or updating existing profiles. These challenges prove to be significant barriers in the use and adoption of the EHR-S Functional Model.

Project Success Criteria

• Capable of producing fully conformant EHR-S FM profiles, which may be ballotted.
• Supports exportation of profiles as a document, a computable interchange format (XML), a spreadsheet and a hyperlinked html document.
• Supports importation of profiles via the defined interchange format.
• The tool is used in the EHR-S FM Tutorial.
• Supports Functional Models that support the EHR WG specifications (e.g. Personal Health Record System (PHR-S FM) with the same model schema.
• Tooling is supported by the HL7 tooling workgroup as part of the HL7 suite of tools.

Currently Out of Scope

Other related tooling
- Model balloting, balloting, reconciliation, and publishing
- MIF
- Desc ???
- Links ???

Project Leaders

Corey Spears

John Ritter

Michael van der Zel

Project Team

William Goossen, internal projectleader

Michael van der Zel, modeller

Andy Stechishin, tester

Anneke Goossen, documenter

Meeting Information

Conference Calls
The project team has a weekly conference call on Monday evening.

Members of the project team will join the regular conference calls of the WG EHR and the WG Tooling.

Project Documents

HL7 Project Scope Statement - EHR-S FM Profiling Tool.doc

• The project scope statement was approved by the EHR and Tooling Workgroups in November 2011.

Project Status

Project Plan Draft

This project is slated to follow an iterative development pattern. Below is an initial draft for the first iteration.

1. Functional requirement definition
   • EHR-S FM Chapter 2 (Conformance rules - Tool business rules)
   • Define user experience requirements
   • Functional Brainstorm and Survey (define initial release functional requirements
2. Existing tool analysis
3. Functional Specification
4. Technical Specification
5. Development
6. Testing
7. Release

Current Activities

Creation of an EHR Tooling list - Helen
Suggestions mechanism - Michael
Invite Profiling SMEs - John
EHR-S FM Chapter 2 -> Link ???

Current Functional List

The following list contains all thus far identified functionality in general order of priority (greatest to least)

Input (not specific to this project, but defined through from EHR-S FM development and publication)

• EHR-S FM R2 source in XML

Absolute Functionality (Top Priority)

1. Enforce profiling rules (per Conformance Chapter)
   1. Include/Exclude functions from profile
   2. Conformance Optionality
   3. Conditional Criteria
   4. Criteria Inheritance
   5. Add functions and criteria
   6. Modify functions and criteria
   7. ... (Other absolute profile rules)
2. output formats
   1. HTML
   2. PDF
   3. XML
3. Browse & Navigation of the funtional model
   1. search capabilities, filtering capabilities, keyword search, search & replace.
4. Tool is framework specific (e.g. coded to EHR WG FM framework specifications), but content in-specific (enables the import/export of different conformant models/versions (e.g. EHR-S FM 2, future PHR-S FM). (Tool is content agnostic)
5. Save profile

Needed Functionality (High priority)

1. Ability to revert to previous state (undo)
2. Simple text copy paste (text editor related)
3. Text formatting (highlight, bold, underline, font, italicize
4. Show dependencies between functions/criteria
   1. Show impact of changes
5. Undo changes
6. Capture comments regarding specific elements (i.e. comments regarding specific functions or criteria)
7. Initialize/revert to conformant base standard (clear old comments, reset to clean restart to new version activity)
8. Ability to link functional model/profile (intra/inter base standard and profile, linked to a conceptual model, bi-directionally)

Operative Functionality (Medium Priority)

1. Output format HL7 HTML publication format (i.e. to publish through HL7 Publishing)
   1. Generate publication ready documents.
2. Attach front-matter to publication. Chapter 1 (Additional material
3. Maintain original for comparison with modified function/criteria
4. Compare to other profiles
5. Merge Functions/Criteria from separate Profiles
6. Export Sections from Master or working copy
7. Function copy paste
8. Balloting & reconciliation traceability version control
   1. Managing voting and input from reviewers.
   2. Reporting out all comments against an element.
9. Capturing institutional memory "allow for comments/notes" attached to elements.
10. converting a profile from one version to the next.
    1. If you have a profile based on R2.0, have the tool update baseline profile to R2.1 as starting point.
11. Requirements regarding tooling access (online)
    1. Support multi user - multiple users working on same profile at same time?
    2. User Management, access control
12. Workflow management tool (assigning activities to users)

Additional Functionality (Low Priority)

1. mobile access

• Note - will not support R1.1. Is it necessary to convert R1/R1.1 to R2?

Listserv

The EHR-S FM Profiling Tool Project is currently being set up.
To subscribe to a list service, please go to the HL7 Listservices Welcome Page

Additional Work

Make the FM available in UML for incorporation in UML Modeling & Design. Used with the EHR FIM, see EHR Interoperability WG. The mapping is for R1.1 now, work is underway for R2. Also look at Ioana's proposal at ...? --Michael 21:20, 25 February 2012 (UTC)

R1.1 UML meta model