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201801 Scheduling

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Return to Jan 2018 Proposals



Background For Scheduling

This track is based upon Argonaut Scheduling project and the Argonaut Scheduling Implementation Guide CI Build

This track will focus on these Use Cases:

  • Patient based Scheduling Use Cases
    • Use Case 1: Patient Portal Scheduling for existing patients
    • Use Case 2: Open Scheduling for new patient or existing patient
    • Use Case 3 Prefetching Open Slots
  • Provider based Scheduling Use Cases
    • Use Case 4: Scheduling across systems
    • Use Case 5: Scheduling for existing patient across systems

... and specifically these transactions

  • Appointment Availability Search Operation
  • Appointment booking Operation
  • Search for booked Appointment
  • Cancels or cancel/reschedules
  • Prefetching and updating Slots


For additional background, review the Appointment resource especially the section on the "usual" workflow and a discussion on statuses, and what would be expected.

Submitting WG/Project/Implementer Group

The Argonaut Project

Justification

The Argonaut Scheduling Project is a vendor agnostic specification providing FHIR RESTful APIs and guidance for access to and booking of appointments for patients by both patient and practitioner end users. This specification is based on FHIR Version 3.0.1 and specifically the Scheduling and Appointment resources.

Proposed Track Lead

Eric Haas

Expected participants

Scheduling:

Servers:

Name Use Case 1 Use Case 2 Use Case 3 Use Case 4 Use Case 5
Epic X X
Telstra Health (HealthConnex) X
HealthSamuri (tentative) X


Clients:

Name Use Case 1 Use Case 2 Use Case 3 Use Case 4 Use Case 5
ShareCare
ZodDoc X
Health eData Inc (PostMan Test Client) X X X X X

Roles

Appointments

Provider or 3rd Party consumer application (Client)

An application that should be used by an end user (e.g., patient or practitioner) to search for information to support creating a referral, and can book an appointment on a client's behalf

FHIR Server (EHR)

A Server that that processes appointment availability booking requests and allocates either participants, or times to these requests.


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. To somewhat limit the effort involved we have provided a simple set Argo Scheduling Sprint Test Data to get you started. The corresponding FHIR resources for the test data has been loaded on the Telstra FHIR test server and can be fetched using the FHIR API. They are also available as FHIR bundles in xml format.

Scenarios

Background: See the Use Cases 1 and 2 and Interaction Diagrams

Step 1: Availability Search =

Action: Appointment Availability Search Operation using Appointment$find
Precondition: The Organization/Location/Practitioner or HealthcareService has an endpoint defined to a FHIR server where a Schedule/Slot can be queried ( othersTBD)
Success Criteria: Return a list of available appts
Bonus point: Errors ( others tbd)

Step 2: Book Appointment

Action: Client select from list of proposed appointments and PUT/POST to server

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

Precondition: ( review -todo)
Success Criteria: Appointment passes validation against the Appointment schema and schematron, and has these statuses set
Bonus point: (tbd)

Step 3: Confirm and Process Appointment

Test the ability to interrogate a schedule and confirm and process a requested appointment

Action: Server receives an Appointment resource, and updates the Appointment with details of the participants answer...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.
Precondition: (tbd)
Success Criteria: The server is able to confirm appt and return status to Client
Bonus: Errors - The server is returns that it can not confirm appt

Step 4: Cancel Appointment

Action: Client PUTs an appointment with a cancelled status ( how to do this?)
Action: Server receives an cancel Appointment resource, and processes. ( how to do this?)
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 ( detail tbd)
Bonus point: server reject a status change to cancelled if an encounter was created - (if business rules justify this)

Step 5: Amend or Change Appointment

Action: Client PUTs an amended appointment ( how to do this?)
Action: Server receives an amended Appointment resource, and processes. (how to do this?)
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 statusand several versions (detail tbd)

!!! Bonus Round !! !

1 Server rejects the cancellation/amendment
(if business rules justify this)
2 Create Encounter=
Action: Create an encounter to represent when a patient arrived at the facility for an appointment created earlier
Precondition: An appointment existed that was ready to be turned into an encounter
Success Criteria: An encounter can be found on the server and can be retrieved through searching on the encounter's appointment search parameter
Bonus point: Can show a history for the encounter and move it through some of the various states