201605 ServicesDirectoryAndScheduling Track

Services Directory and Scheduling

Background for Services Directory

If considering implementing more than a simple client, extensive pre-connectathon work is recommended.

Background For Scheduling

If creating a client application, this track should require minimal work in advance of the connectathon, though at least a bit of playing is recommended. If creating a server, advanced preparation will be required, but this scenario should somewhat limit the effort involved.

Specification Page(s): Appointment AppointmentResponse Schedule Slot

The introduction section on the "usual" workflow can be found here: http://hl7.org/fhir/appointment.html#5.27.1.1

If you're trying to work out what statuses mean, and what would be expected, there is a summary at the bottom of that same page including a collection of examples http://hl7.org/fhir/appointment.html#typical Which tie together the 4 resources...

Submitting WG/Project/Implementer Group

Patient Administration/Implementer Communities

Justification

A key challenge of healthcare is knowing about the resources available in the local, regional, and global healthcare networks. When a patient's care is transitioned from one setting to another, it's critical to know about the doctors, hospitals and clinics available to receive that patient. When a patient is travelling, it improves care when local healthcare facilities can retrieve the patient's up to date medical history from a primary care provider. There are currently no widely adopted standards for exchanging this directory information. Currently, healthcare organizations use a variety of labor intensive processes to gather, normalize, de-duplicate and consume this data. They share custom flat files, scrape web pages, or pay 3rd parties to curate their practitioner data. Organizational data is often isolated in different networks and aren't easily shared.

This track will test how FHIR can be used to standardize the exchange of services/provider directory data. Defining how healthcare organizations can participate in a federated healthcare directory will promote interoperability and innovation.

This track will also lead into the creation of Appointments based on schedules found associated with the above services/providers, and also verify the workflow of proceeding from a booked appointment into the creation of the Encounter.

Proposed Track Lead

Coordinator: Brian Postlethwaite(sgtshultzpos)

Expected participants

• SureScripts
• Epic
• HealthConnex

Roles

Service Directory Server

A Server that has Service/Provider directory data in it (with associated schedule information)

Patient Consumer application

An application that should be used by a client to search for where services could be provided, and can book an appointment

Provider Consumer application

An application that should be used by a provider to search for information to support creating a referral, and can book an appointment on a client's behalf

Requester

A client that creates appointments (as either booked resources, or requests which need a placer to fill)

Placer

A placer is a client (or server) that processes appointment requests and allocates either participants, or times to these requests.

Scenarios

Scenario Directory Search - Provider

Action: Perform a search for either Practitioner or HealthsareService resources

Precondition: Directory FHIR Resources should already be on a FHIR server to query

Success Criteria: The desired resources were found

Bonus point: The criteria for the resources used several restrictions, possibly Specialty or Location

Scenario Directory Search - Consumer

Action: Perform a search for either Practitioner or HealthsareService resources

Precondition: Directory FHIR Resources should already be on a FHIR server to query

Success Criteria: The desired resources were found

Bonus point: The criteria for the resources used several restrictions, possibly Specialty or Location

Scenario Directory Update

Action:

Precondition:

Success Criteria:

Bonus point:

Check Availability

Action:

Precondition:

Success Criteria:

Bonus point:

Create Appointment

Action: Create an appointment resource and store on a server (Requester)

This appointment should have a status of proposed or pending, and participant statuses of needs-action

Precondition: None

Success Criteria: Appointment passes validation against the Appointment schema and schematron, and has these statuses set

Bonus point: Define an Appointment with multiple participants

Bonus point: Define an appointment with a Location

Bonus point: Define an Appointment with varied Participant statuses

Bonus point: Define an Appointment against multiple slots

Check Schedule

Test the ability to interrogate a schedule to book an appointment

Action: Query a server for a schedule/slots

Action: Create an appointment against one of the slots returned

Action: Update Slot to mark Status

Precondition: A Server must have a some schedule and slot resources available to search

Success Criteria: The server is able to indicate that the client searched for the content, and created an appointment against one of the slots.

Bonus point: The slot was marked as booked

Process Appointment (Response)

Action: Server recieves an AppointmentResponse resource, and updates the Appointment with details of the participants answer

Precondition: an appointment existed with a participant status of needs-action

Success Criteria: only the participant defined in the appointmentresponse has its status updated as per the response

Bonus point: If all participants in the appointment are now accepted and the appointment was in pending or proposed then the appointment status can be changed to booked.

Cancel Appointment

Action: Mark an appointment with a cancelled status

Precondition: an appointment was present on the server with a booked status

Success Criteria: The history of the appointment will show that it had a booked status, then was changed to a cancelled status

Bonus point: server reject a status change to cancelled if an encounter was created - (if business rules justify this)

TestScript(s)

TBD