DRAFT - The specification is currently in development and subject to significant change. It is not ready for limited roll-out or production level use.
Core Interoperability Specification
The Use Case Actors, Services and Optionality are conveyed in the first three columns of Tables 1 to 3 in the section below. The second part of the table (columns 4-6) provides the mapping of the Use Case Actor to the detailed specifications (such as IHE Profiles, Technical Actors, Optionality) that systems shall implement to exchange healthcare information in the context of these Use Cases. The purpose of the tables below is to map the use case actors to the technical actors and the services they are supporting. These tables are aligned with the flow captured in the sequence diagrams which are included in the Companion Guide: Reference Architecture section.
Conformance Requirements for UC-01: Referral to a Service
Interoperability Conformance Requirements for Use Case 1 – UC-01: Referral to a Service
CA:eReC MESSAGING USE CASE 1: UC-01: Referral to Service | MAPPING TO SECTIONS FROM THIS AND REFERENCED INTEROPERABILITY SPECIFICATIONS | ||||
USE CASE ACTOR | SERVICE SUPPORTED | OPT | TECHNICAL ACTOR | OPT | PROFILE / STANDARD |
POS / eReC Source | Authenticate User | O | Other actor (e.g., EMR/RMS/HIS) | O | Internet User Authorization (IUA) |
Identify Patient | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
O | Patient Demographic Consumer | O | PDQm | ||
Provide Consent | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Search Service (typically in Service Directory) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Retrieve Referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Auto-fill referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture referral request requirements info and document attachments | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create/access new eReferral | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send new eReferral Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eReferral is accepted | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Notify Patient (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that Appointment is scheduled | O | eReC Sender | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Notify Requester HCP (re: Appointment) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
POS / eReC Target | Consume/process Message for new eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Start tracking of eReferral | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral is accepted (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Capture scheduling of appointment | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create/access appointment | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Appointment is scheduled (focus Appointment) | O | eReC Receiver | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Capture progress of referral work (to track status of referral as it is processed) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Update eReferral info to record progress (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Task status is updated | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Notify Performer HCP (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Conformance Requirements for UC-02: Consultation Request
Interoperability Conformance Requirements for Use Case 2 – UC-02: Consultation Request
eReC-CA USE CASE 2: UC-02: Consultation Request | MAPPING TO SECTIONS FROM THIS AND REFERENCED INTEROPERABILITY SPECIFICATIONS | ||||
USE CASE ACTOR | SERVICE SUPPORTED | OPT | TECHNICAL ACTOR | OPT | PROFILE / STANDARD |
POS / eReC Source | Authenticate User | O | Other actor (e.g., EMR/RMS/HIS) | O | Internet User Authorization (IUA) |
Identify Patient | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
O | Patient Demographic Consumer | O | PDQm | ||
Provide Consent | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Search Service (typically in Service Directory) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture consultation questions and document attachments | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create new eConsult (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send new eConsult request Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eConsult started processing | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Notify Requester HCP (re: Consultation) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture consultation review | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Update eConsult info (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eConsult info is updated (focus ServiceRequest) | O | eReC Sender | O | CA:eReC Messaging Notify update service request [eReCm-3] | |
POS / eReC Target | Consume/process Message for new eConsult | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eConsult (Task ('process-request-consult')) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eConsult started processing (focus Task ('process-request-consult')) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Notify Performer HCP (re: Consult) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture providing of consultation info, notes and/or attachments to provider HCP | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Update eConsult info to record progress (Task ('process-request-consult')) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Task is updated (focus Task ('process-request-consult')) | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Consume/process notification Message that eConsult is completed | O | eReC Receiver | O | CA:eReC Messaging Notify update service request [eReCm-3] | |
Conformance Requirements for UC-03: Referral to Central Intake – Routing/Splitting Requests
Interoperability Conformance Requirements for Use Case 3 – UC-03: Referral to a Central Intake – Routing/Splitting Requests
CA:eReC USE CASE 3: UC-03: Referral to Central Intake – Routing/Splitting Requests | MAPPING TO SECTIONS FROM THIS AND REFERENCED INTEROPERABILITY SPECIFICATIONS | ||||
USE CASE ACTOR | SERVICE SUPPORTED | OPT | TECHNICAL ACTOR | OPT | PROFILE / STANDARD |
POS / eReC Source | Authenticate User | O | Other actor (e.g., EMR/RMS/HIS) | O | Internet User Authorization (IUA) |
Identify Patient | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
O | Patient Demographic Consumer | O | PDQm | ||
Provide Consent | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Search Service (typically in Service Directory) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Retrieve Referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Auto-fill referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture referral request requirements info and document attachments | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Submit eReferral request (Trigger event) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create new eReferral (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send new eReferral Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eReferral started processing | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Notify Patient (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that new (routed) eReferral is submitted | O | eReC Sender | O | CA:eReC Messaging Send new service request [eReCm-2] | |
Consume/process notification Message that Appointment is scheduled | O | eReC Sender | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Notify Requester HCP (re: Appointment) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Consume/process Message requesting additional info | O | eReC Sender | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Central Intake (eReC Target) | Consume/process Message for new eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eReferral (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral started processing (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Send notification Message that Appointment is scheduled (focus Appointment) | O | eReC Receiver | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Send notification Message that Task is updated | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Send Message requesting additional info | O | eReC Receiver | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Central Intake | Notify Case Assigner | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System |
Apply dispatch logic | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Assemble (routed/split) eReferral request(s) | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Submit (routed/split) eReferral request (Trigger event) | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Central Intake (eReC Source) | Create new (routed) eReferral (ServiceRequest) [for each split part] | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System |
Send new eReferral Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eReferral started processing | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Send notification Message that new (routed) eReferral is submitted | O | eReC Sender | O | CA:eReC Messaging Send new service request [eReCm-2] | |
Consume/process notification Message that Appointment is scheduled | O | eReC Sender | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Consume/process Message requesting additional info | O | eReC Sender | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
POS / eReC Target | Consume/process Message for new eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eReferral (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral started processing (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Capture scheduling of appointment | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create/access Appointment resource | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Appointment is scheduled (focus Appointment) | O | eReC Receiver | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Capture progress of referral work | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Update eReferral info to record progress (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Task is updated | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Capture need for additional info related to the eReferral | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create/access Communication resource | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send Message requesting additional info (focus Communication) | O | eReC Receiver | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Notify Performer HCP (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Conformance Requirements for UC-03: Referral to Central Intake – Chaining Requests
Interoperability Conformance Requirements for Use Case 3 – UC-03: Referral to a Central Intake – Chaining Requests
CA:eReC USE CASE 3: UC-03: Referral to Central Intake – Chaining Requests | MAPPING TO SECTIONS FROM THIS AND REFERENCED INTEROPERABILITY SPECIFICATIONS | ||||
USE CASE ACTOR | SERVICE SUPPORTED | OPT | TECHNICAL ACTOR | OPT | PROFILE / STANDARD |
POS / eReC Source | Authenticate User | O | Other actor (e.g., EMR/RMS/HIS) | O | Internet User Authorization (IUA) |
Identify Patient | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
O | Patient Demographic Consumer | O | PDQm | ||
Provide Consent | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Search Service (typically in Service Directory) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Retrieve Referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Auto-fill referral request requirements | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Capture referral request requirements info and document attachments | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Submit eReferral request (Trigger event) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create new eReferral (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send new eReferral Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eReferral started processing | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Notify Patient (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that new (routed) eReferral is submitted | O | eReC Sender | O | CA:eReC Messaging Send new service request [eReCm-2] | |
Consume/process notification Message that Appointment is scheduled | O | eReC Sender | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Notify Requester HCP (re: Appointment) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Consume/process Message requesting additional info | O | eReC Sender | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Central Intake (eReC Target) | Consume/process Message for new eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eReferral (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral started processing (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Send notification Message that Appointment is scheduled (focus Appointment) | O | eReC Receiver | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Send notification Message that Task is updated | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Send Message requesting additional info | O | eReC Receiver | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Central Intake | Notify Case Assigner | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System |
Apply dispatch logic | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Assemble (routed) eReferral request | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Submit (routed) eReferral request (Trigger event) | R | eReC Dispatcher | R | Routing/Splitting Use Existing Standards Employed by the Clinical System | |
Central Intake (eReC Source) | Create new (routed) eReferral (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System |
Send new eReferral Message (focus ServiceRequest) | R | eReC Sender | R | CA:eReC Messaging Send new service request [eReCm-1] | |
Consume/process notification Message that eReferral started processing | R | eReC Sender | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Send notification Message that new (routed) eReferral is submitted (focus ServiceRequest) | O | eReC Sender | O | CA:eReC Messaging Send new service request [eReCm-2] | |
Create new (chained) eReferral (ServiceRequest) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Consume/process notification Message that Appointment is scheduled | O | eReC Sender | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Consume/process notification Message that Task is updated | R | eReC Sender | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Consume/process Message requesting additional info | O | eReC Sender | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
POS / eReC Target A (Assessment Center) | Consume/process Message for new (routed) eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eReferral (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral started processing (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Capture HCP assessment for patient eligibility | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Task is updated (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Notify Performer HCP (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
POS / eReC Target B | Consume/process Message for new (chained) eReferral | R | eReC Receiver | R | CA:eReC Messaging Send new service request [eReCm-1] |
Create Task for tracking of eReferral (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that eReferral started processing (focus Task ('process-request’)) | R | eReC Receiver | R | CA:eReC Messaging Notify new request processing [eReCm-6] | |
Capture scheduling of appointment | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Create/access Appointment resource | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Appointment is scheduled (focus Appointment) | O | eReC Receiver | O | CA:eReC Messaging Notify new appointment [eReCm-8] | |
Capture progress of referral work | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Update eReferral info to record progress (Task ('process-request’)) | R | Other actor (e.g., EMR/RMS/HIS) | R | Use Existing Standards Employed by the Clinical System | |
Send notification Message that Task is updated | R | eReC Receiver | R | CA:eReC Messaging Notify update request processing [eReCm-7] | |
Capture need for additional info related to the eReferral | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Create/access Communication resource | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |
Send Message requesting additional info (focus Communication) | O | eReC Receiver | O | CA:eReC Messaging Send communication from performer [eReCm-10] | |
Notify Performer HCP (re: Referral) | O | Other actor (e.g., EMR/RMS/HIS) | O | Use Existing Standards Employed by the Clinical System | |