DFT - For a full list of available versions, see the Directory of published versions

UC-03: Patient Views/Consumes a PS-CA

Description

A Patient accesses/obtains a copy of their own Patient Summary.

Scenario

A patient, or their designated caregiver, would like to access their patient summary information to stay up to date with their medical health information, contained within the Patient Summary, empowering them to play an active role in their own care.

Note that a jurisdictional implementation may choose to present a different version of the Patient Summary to patients than providers. For example, the patient version of the Patient Summary may use more patient friendly language, certain information that might lead to patient harm may be redacted (for example, in the case of patients undergoing behavioral health treatment).

Triggers

• Patient, or their designated caregiver, chooses to view the patient summary to stay informed of their medical information.
• Patient wants to obtain a copy of their patient summary to have on their person while travelling.
• Patient wants to obtain a copy of their patient summary to share with another care provider.

Pre-conditions

• A jurisdictional clinical system with patient access is available.
• A patient summary has been created for the patient. (Refer to UC-01) Note that the patient summary assembled for a patient may contain a different / modified set of data than is assembled in the patient summary for a health care provider.
• Patient has setup up a personal account, with username/password, in the jurisdictional clinical system (e.g., patient portal).
• If applicable, patient has designated and authorized a designated caregiver to access their personal health record on their behalf.
• Patient, or designated caregiver, has logged into the jurisdictional clinical system (e.g., patient portal).

Post-conditions

• Patient, or their designated caregiver, accessed and viewed their own patient summary.
• Optionally, the patient, or their designated caregiver, has obtained a copy (e.g. download or printed report) of their patient summary.
• Patient, or their designated caregiver, presents the patient summary to another health care provider to support continuity of care. (Refer to UC-05 where the Patient presents their Patient Summary to a Health Care Provider in another jurisdiction.)

Use Case Participants & Diagram

The participants involved in this use case are:

• Patient / Subject of Care via Patient Portal
• PS-CA Solution (e.g., PHR)

This use case diagram represents the participants and their role in the use case with a high-level view of the flow of information.

Use Case - Primary Flow

The following provides a textual description corresponding to the use case diagram.

1. Patient / Subject of Care navigates to their personal health information via a Patient Portal.
2. Patient / Subject of Care or Substitute Decision Maker requests access to view their Patient Summary / Summaries.
3. PS-CA Solution (e.g., PHR) applies applicable business/policy rules (e.g. validates the patient's credentials).
4. PS-CA Solution (e.g., PHR) retrieves the PS-CA (from local storage or from an external PS-CA Registry). If applicable, the PS-CA Solution may apply data transformation, such as formatting the information into a PDF.
5. Patient / Subject of Care obtains access to their Patient Summary/Summaries and optionally, prints/saves the document in a portable format.

Use Case - Alternate Flow

The following list provides possible alternate flows that may occur within this use case.

• A substitute decision maker, with the designated permissions, accesses/obtains the Patient Summary.

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