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

Use Cases

The purpose is to describe the use cases and workflow scenarios for sharing a patient summary profile across solutions. Each jurisdiction may have implementation variances within the use cases. Therefore, these use cases provide examples and are not meant to be inclusive of all possible implementation choices and do not represent required implementation choices. The use cases provide high-level interactions between the Health Care Providers (HCP), their Health Records System and other Health Records Systems. Use cases provide the business description or "conversation" between the system(s) and its user(s), known as Participants. Participants can be people (e.g., health care providers, patients, etc.) or systems (e.g., EMR, EHR Repository, etc.).

Each use case will include:

• use case scenario,
• examples of use case triggers, pre and post conditions, related to the creation of the Patient Summary. It is not inclusive of all potential workflow scenarios which may be implemented within Canadian jurisdictions.
• who the participants are (i.e., people and systems),
• a use case diagram to provide a visual representation of the interactions between participants,
• use case steps corresponding to the diagram and potential alternate flows; and
• reference to the corresponding business requirements.

Use Case Index

The list below includes the use case's ID, name, description, and purpose. Participating Canadian jurisdictions have identified these use cases as applicable to their Patient Summary implementation for Release 1 or beyond.

ID	Description
UC-01:HCP Creates a PS-CA	A Health Care Provider (HCP) in any care setting creates a Patient Summary for use at the point of care, which is made available to Patient Summary consumers. This ensures that the most current patient information is available to other HCPs who may provide care in the future, supporting continuity of care and informed clinical decision-making. It also provides the ability for a HCP to share the most current information about their patient in their health records system (e.g., EMR) to a central location, where other authorized health care providers can access the patient summary.
UC-02:HCP Views/Consumes a PS-CA	A Health Care Provider in any care setting views and uses a PS-CA at the point of care. The PS-CA Solution enables authorized health care providers to request (i.e., query), retrieve, and view an existing patient summary (e.g., rendered FHIR document) that has been stored in a central location (e.g., EHR).
UC-03: Patient Views/Consumes a PS-CA	A Patient or Subject of Care accesses/views and can obtain a copy of their own PS-CA. Provides the ability for patients to access and view their patient summary.
UC-04: HCP Requests PS-CA On-Demand	A Health Care Provider in any care setting requests a patient summary to be created at the time of the request (i.e., on-demand), consisting of the patient's most recent health information from available data source(s) to be used at the point of care or as part of a clinical workflow. Provides the ability for a health care provider to generate a patient summary at the time it is requested. This means retrieving a patient’s most current health data from available sources (i.e., CDR, EHR) when needed, ensuring timely access to information for clinical decision-making and patient care.
UC-05: Patient Mediated Access and Exchange of their Patient Summary	A patient, via a patient-facing application, requests access to a shareable copy of their patient summary. Subsequently, the patient provides access to their encrypted patient summary via QR code on their mobile device or by sharing a secure shareable health link (e.g., via email) at the point of care (e.g., walk-in clinic, emergency department). The Health Care Provider scans the QR code or accesses the shareable health link shared by the patient, addressing any security prompts, such as entering a passcode if required, and then may proceed to view/utilize and consume the patient summary.

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