201609 Structured Data Capture

Structured Data Capture

Submitting WG/Project/Implementer Group

Orders and Observations (O&O)

Justification

The Structured Data Capture (SDC) FHIR profile has undergone testing in virtual connectathons and at the FHIR Connectathons in October 2015, January 2016, and May 2016. This connectathon is an opportunity to progress the profile and further familiarize the implementer community with the profile.

Proposed Track Lead

Lloyd McKenzie

Skype ID: lmckenzi

Email: lmckenzie@gevityinc.com

Expected participants

Expected participants include individuals from the EHR vendor community, payers, researchers and health care provider organizations.

Roles

Form Designer

Creates, submits, and revises SDC Questionnaires

Form Filler

Captures user form input

Form Manager

Serves as the repository for form definitions and may also perform pre-population

Form Receiver

Serves as a repository for completed forms

Data Element Registry

Serves as a repository for data elements

Scenarios

Forms

Objective: Test the form creation language defined by the SDC specification

1. Create an SDC-conformant form

Action: SDC Form Designer creates a new Questionnaire instance that is conformant with the SDC Questionnaire profile

Precondition: none

Success Criteria: Form passes validation against the Questionnaire schema and the Questionnaire schematron, and is identified as valid against the SDC Questionnaire profile by the FHIR profile validation tool

Bonus Point: Define a Questionnaire that includes conditional display

Bonus Point: Define a Questionnaire that includes special rendering/style requirements

Bonus Point: Define contained or independently persisted value sets

2. Submit form

Action: SDC Form Designer submits Questionnaire to an SDC Form Manager for storage

Precondition: Questionnaire has been defined, Form Designer knows base URL for form manager

Success Criteria: Questionnaire is sorted on Form Manager Server

3. Query forms

Action: SDC Form Filler or SDC Form Designer searches an SDC Form Manager for Questionnaires using one or more of the SDC-supported search criteria

Precondition: Questionnaires are available on the SDC Form Manager

Success Criteria: Set of matching Questionnaires is returned

Bonus Point: Make use of sorting and paging parameters

4. Update form

Action: the SDC Form Designer revises an existing Questionnaire previously stored in the SDC Form Manager and submits an update

Precondition: A version of the Questionnaire exists on the SDC Form Manager and the Form Designer

Success Criteria: A new version of the Questionnaire exists on the SDC Form Manager. The original version remains accessible via a history query

Bonus Point: Hand collision detection using e-tags

5. Data elements

Action: the SDC Form Designer allows the form author to search for an appropriate data element on an SDC Data Element Registry and link to that data element from a question before storing the Questionnaire

Precondition: A set of DataElements are available for query

Success Criteria: A Questionnaire exists on an SDC Form Manager having questions linked to DataElements

Completed Forms

Objective: Test the ability to render, navigate, and capture data based on forms defined using SDC syntax

1. Render SDC form for input

Action: SDC Form Filler converts the definition of an SDC Questionnaire into a user interface that can solicit data from a human

Precondition: SDC Questionnaire has been retrieved

Success Criteria: Human can fill out the form populating the questions and groups within the Questionnaire

Bonus Point: Enforce conditional display while the user populates the Questionnaire

Bonus Point: Render the Questionnaire taking into account the special rendering/style requirements

Bonus Point: Provider appropriate interfaces to select from a referenced ValueSet

2. Record answers

Action: SDC Form Filler submits completed QuestionnaireResponse to an SDC Form Receiver

Precondition: SDC Questionnaire has been received and populated

Success Criteria: QuestionnaireAnswers instance is available for query on the SDC Form Filler

Bonus Point: Store a partially-completed QuestionnaireResponse

Bonus Point: Validate that the QuestionnaireResponse instance is valid against the Questionnaire and referenced ValueSets

3. Update answers

Action: SDC Form Filler retrieves QuestionnaireResponse instance and associated Questionnaire and displays the Questionnaire with data populated for update

Precondition: SDC Questionnaire and QuestionnaireResponse instances are available for query

Success Criteria: Revised QuestionnaireResponse instance is stored on SDC Form Receiver reflecting user's edits

Bonus Point: Ensure conditional display rules are enforced based on already populated data

Form Population

Objective: Test ability to pre-populate/auto-populate forms

1. Pre-populate a form

Action: SDC Form Filler invokes the $populate operation on an SDC Form Manager passing a Questionnaire id and a C-CDA instance

Precondition:SDC Form Filler has retrieved an SDC Form referencing DataElements which contain xpath mappings to a C-CDA document where the specified paths exist in the test C-CDA instance

Success Criteria: The SDC Form Filler receives a QuestionnaireAnswers instance with the matching questions populated

Bonus Point: SDC Form Filler renders content appropriately following conditional display values - including hiding the populated elements that aren't allowed to be displayed

Data Elements

Objective: Test SDC curation requirements

1. Record Data Element

Action: SDC Data Element Curator records a new data element in an SDC Data Element Registry

Precondition: none

Success Criteria: The data element is now available in the SDC Data Element Registry for query

Bonus Point: Create a complex data type (one with components)

2. Query Data Elements

Action: SDC Data Element Curator searches an SDC Data Element Registry for DataElements matching a set of search criteria

Precondition: The SDC Data Element Registry has data elements available for query

Success Criteria: The SDC Data Element Curator receives a set of matching data elements

Bonus Point: Make use of paging and sorting parameters

3. Update Data Element

Action: SDC Data Element Curator makes revisions to an existing DataElement in an SDC Data Element Registry

Precondition: DataElement exists in SDC Data Element Registry

Success Criteria: Revision version is posted to the registry