DRAFT - The specification is currently in development and subject to significant change. It is not ready for limited roll-out or production level use.

Conformance Requirements

The Use Case Actors, Services and Optionality are conveyed in the first three columns of Tables 1 to 5 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 . A maturity level of Level 3 is assumed for all technical actors in these tables.

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

Source System

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 Requester

R

CA:eReC Messaging

Send new service request [eReCm-1]

Consume/process notification Message that eReferral is accepted

R

eReC Requester

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

R

eReC Requester

R

CA:eReC Messaging

Notify new appointment [eReCm-8]

Notify Requester HCP (re: Referral)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Appointment)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Communication)

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 Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Target System

Consume/process Message for new eReferral

R

eReC Performer

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 Performer

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)

R

eReC Performer

R

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 Performer

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

Source System

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eConsult started processing

R

eReC Requester

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Consume/process notification Message that Task is updated

R

eReC Requester

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)

R

eReC Requester

R

CA:eReC Messaging

Notify update service request [eReCm-3]

Target System

Consume/process Message for new eConsult

R

eReC Performer

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 Performer

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 Performer

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process notification Message that eConsult is completed

R

eReC Performer

R

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

Source System

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

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

R

eReC Recipient (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Consume/process notification Message that (routed) eReferral is updated

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Consume/process notification Message that Appointment is scheduled

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Notify Requester HCP (re: Referral, Routed Referral)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

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 (status) is updated

R

eReC Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Notify Requester HCP (re: Communication)

O

Other actor (e.g., EMR/RMS/HIS)

O

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 providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Central System

Consume/process Message for new eReferral

R

eReC Performer

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 Performer

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Send notification Message that Task is updated

R

eReC Performer

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send notification Message that new (routed) eReferral is submitted (focus ServiceRequest)

R

eReC Informer (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Send notification Message that (routed) eReferral processing has been updated (focus Task (process-request))

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Send notification Message that that update has been received re Appointment is scheduled (focus Appointment)

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Notify Case Assigner

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Assign to Performer HCP

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Split eReferral request into multiple referrals

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Create new (routed) eReferral (ServiceRequest) [for original referral or for each split part]

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Route eReferral / Submit (routed/split) eReferral request

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Consume/process notification Message that Appointment is scheduled

R

eReC Requester

R

CA:eReC Messaging

Notify new appointment [eReCm-8]

Consume/process notification Message that Task (status) is updated

R

eReC Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Send Message providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Target System

Consume/process Message for new eReferral

R

eReC Performer

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 Performer

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)

R

eReC Performer

R

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 Performer

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)

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

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

Source System

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

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

R

eReC Recipient (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Consume/process notification Message that (routed) eReferral is updated

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Consume/process notification Message that Appointment is scheduled

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Notify Requester HCP (re: Referral, Routed Referral)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

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 (status) is updated

R

eReC Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Notify Requester HCP (re: Communication)

O

Other actor (e.g., EMR/RMS/HIS)

O

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 providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Central System

Consume/process Message for new eReferral

R

eReC Performer

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 Performer

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Send notification Message that Task is updated

R

eReC Performer

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send notification Message that new (routed) eReferral is submitted (focus ServiceRequest)

R

eReC Informer (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Send notification Message that (routed) eReferral processing has been updated (focus Task (process-request))

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Send notification Message that that update has been received re Appointment is scheduled (focus Appointment)

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Notify Case Assigner

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Assign to Performer HCP

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Create new (routed) eReferral (ServiceRequest)

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Route eReferral / Submit (routed) eReferral request

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

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

R

eReC Requester

R

CA:eReC Messaging

Notify new appointment [eReCm-8]

Consume/process notification Message that Task is updated

R

eReC Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Send Message providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Target System A

Consume/process Message for new (routed) eReferral

R

eReC Performer

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 Performer

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 Performer

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

Target System B

Consume/process Message for new (chained) eReferral

R

eReC Performer

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 Performer

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)

R

eReC Performer

R

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 Performer

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)

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

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-04: Central Access and Triage (CAT)

Interoperability Conformance Requirements for Use Case 4 – UC-04: Referral to Central Access and Triage (CAT)

CA:eReC USE CASE 4: UC-04: Referral to Central Access and Triage (CAT)

MAPPING TO SECTIONS FROM THIS AND REFERENCED INTEROPERABILITY SPECIFICATIONS

USE CASE ACTOR

SERVICE SUPPORTED 

OPT

TECHNICAL ACTOR

OPT

PROFILE / STANDARD

Source System

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

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

R

eReC Recipient (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Consume/process notification Message that (routed) eReferral is updated

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Consume/process notification Message that Appointment is scheduled

R

eReC Recipient (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Notify Requester HCP (re: Referral record created)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Referral record updated)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Referral assigned)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Referral accepted)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Appointment scheduled)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Appointment updated)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Notify Requester HCP (re: Referral complete)

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 Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Notify Requester HCP (re: Communication)

O

Other actor (e.g., EMR/RMS/HIS)

O

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 providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Central System

Consume/process Message for new eReferral

R

eReC Performer

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 Performer

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Send notification Message that Task is updated

R

eReC Performer

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send notification Message that new eReferral is submitted (focus ServiceRequest)

R

eReC Informer (link)

R

CA:eReC Messaging

Send new  service record [eReCm-2]

Send notification Message that eReferral processing has been updated (focus Task (process-request))

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Task (process-request)

Send notification Message that that update has been received re Appointment is scheduled (focus Appointment)

R

eReC Informer (link)

R

CA:eReC Messaging

Notify update service record [eReCm-11] with focus Appointment

Assume ownership of referral

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Review referral request adherence to business rules

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System

Assign to Performer HCP

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Create new eReferral with shared identifier (ServiceRequest)

R

Other actor (e.g., EMR/RMS/HIS)

R

Use Existing Standards Employed by the Clinical System

Submit referral request

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 Requester

R

CA:eReC Messaging

Send new  service request [eReCm-1]

Consume/process notification Message that eReferral started processing

R

eReC Requester

R

CA:eReC Messaging

Notify new request processing [eReCm-6]

Consume/process notification Message that Appointment is scheduled

R

eReC Requester

R

CA:eReC Messaging

Notify new appointment [eReCm-8]

Consume/process notification Message that Task is updated

R

eReC Requester

R

CA:eReC Messaging

Notify update request processing [eReCm-7]

Consume/process Message requesting additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Send Message requesting additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Send Message providing additional info

R

eReC Requester

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Target System

Consume/process Message for new (chained) eReferral

R

eReC Performer

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 Performer

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)

R

eReC Performer

R

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 Performer

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)

R

eReC Performer

R

CA:eReC Messaging

Send communication from performer [eReCm-10]

Consume/process Message providing additional info

R

eReC Performer

R

CA:eReC Messaging

Send communication from requester [eReCm-9]

Notify Performer HCP (re: Communication)

O

Other actor (e.g., EMR/RMS/HIS)

O

Use Existing Standards Employed by the Clinical System