Project Scope Statement for: EHR- S FM + PHR- S FM + RM- ES FP on FHIR

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for: EHR- S FM + PHR- S FM + RM- ES FP on FHIR HL7 Electronic Health Record Work Group EHR = Electronic Health Record EHR- S FM = EHR System Functional Model Release 2 PHR = Personal Health Record PHR- S FM = PHR System Functional Model Release 1 RM- ES FP = Records Management and Evidentiary Support Functional Profile FHIR = Fast Health Interoperable Resources The objective of this document is to communicate the type of activities a group is undertaking to achieve specific objectives or to produce specific work products. It s intended for projects to produce standards or Implementation Guides as well as infrastructure projects. May 2014 Page 1 of 5

Template Usage Information: Replace Highlighted Courier New text with appropriate content. To use Track Changes, turn off protection by clicking on Tools > Unprotect Document For assistance in completing each section, refer to Appendix A. Information on the Project Approval Process is documented in Appendix B. For FAQs (Frequently Asked Questions), refer to Appendix C Submit template change requests to PMO@HL7.org Health Level Seven, International 1. Project Name and ID EHRS/PHRS and RM-ES on FHIR TSC Notification Informative/DSTU to Normative Date : An ID will be assigned by Project Insight Project ID: 2. Sponsoring Group(s) / Project Team Primary Sponsor/Work Group (1 Mandatory) Electronic Health Record WG Co-sponsor Work Group(s) Project Team: Project facilitator (1 Mandatory) Other interested parties and their roles Multi-disciplinary project team (recommended) Modeling facilitator Publishing facilitator Vocabulary facilitator Domain expert rep Business requirement analyst Conformance facilitator (for IG projects) Other facilitators (SOA, SAIF) Gary Dickinson Josh Mandel, FHIR Liaison to EHR WG; Diana Warner, Reed Gelzer, RM-ES Co-Facilitators; John Ritter, EHR WG Co-Chair, PHR WG Co- Facilitator; Kathleen Connor; Steve Hufnagel, Tony Weida, Diana Proud-Madruga, Lloyd McKenzie, Helen Stevens, Thomas Lukasik, Serafina Versaggi Enter a name here (or ask MnM for a name). Enter a name here (or ask Vocab for a name) Implementers (2 Mandatory for DSTU projects): 1) 2) Note: The implementer requirement will be handled by the balloting project. Therefore work groups do not fill out the above section. However, feel free to list implementers specific to your work group s resources if you know of any. 3. Project Definition 3.a. Project Scope This project will identify and define the initial set of key FHIR resources related to the domain of EHR and PHR System Functional Models and Records Management Evidentiary Support Functional Profile. These resources will be defined May 2014 Page 2 of 5

using the available FHIR tooling and in accordance with documented quality guidelines and balloted as part of the initial FHIR specification. Expected FHIR resources to be produced include: Provenance related to EHR/PHR Record Lifecycle and Lifespan Other resources to support trusted EHR/PHR Record Management, including Record Lifecycle and Lifespan In addition, as the committee deems appropriate and time availability permits, it will define a small number of FHIR extensions relevant to domain content and expected to be necessary to support consistent early implementations. 3.b. Project Need FHIR is a major new initiative by HL7 intended to significantly speed and enhance interoperability between healthcare systems. The FHIR methodology is dependent on the existence of a number of discrete data structure definitions called resources. This project will create the set of essential resource definitions related to the domain of EHR and EHR systems, PHR and PHR systems, including Records Management and Evidentiary Support (RM-ES). 3.c. Success Criteria Essential domain resources (as confirmed by the FHIR governance body) have been defined and successfully passed DSTU ballot. Small set of FHIR extensions have been vetted and registered in HL7 FHIR extension repository. 3.d. Project Objectives / Deliverables / Target Dates Within each row, enter the explicit work product(s) / objective(s). Indicate their target date at the right in WGM/Ballot Cycle format. Include the project end date as the last objective (for standards projects, the end date will be the projected ANSI approval date). Click here for further information and an EXAMPLE Resource proposals have been submitted and endorsed for Target Date (in WGM or ballot cycle format, e.g. 2010 Sept WGM or 2010 Jan Ballot ) development by FHIR governance body September 21, 2014 Resource content ready for inclusion in initial FHIR DSTU Per FHIR Schedule ballot Resources pass DSTU ballot Per FHIR Schedule 3.e. Project Requirements Requirements are specified in Record and Trust Infrastructure Sections of ISO/HL7 10781 EHR System Functional Model Release 2 and in the Information Infrastructure Section of ISO/HL7 16527 PHR System Functional Model Release 1. Also: ISO 21089 Trusted End-to-End Information Flows. Additional requirements and sources may be considered. 3.f. Project Risks Availability of time and resources, ability to deliver against Risk Description immediate deadlines Impact Description Delayed approval, testing and adoption Probability: High Medium Low Severity: High Medium Low Mitigation Plan To be specified. 3.g. Project Dependencies May 2014 Page 3 of 5

The artifacts produced by this project will be balloted as part of the FHIR DSTU project (Project Insight ID TBD). 3.h. Project Document Repository Location http://wiki.hl7.org/index.php?title=ehr_interoperability_wg 3.i. Backwards Compatibility Are the items being produced by this project backward compatible? Yes No Don t Know Mappings between existing static models and created resources may eventually be defined, but this work is out of scope for this project. 4. Products Non Product Project- (Educ. Marketing, Elec. Services, etc.) V3 Documents - Knowledge Arden Syntax V3 Foundation RIM Clinical Context Object Workgroup (CCOW) V3 Foundation Vocab Domains & Value Sets Domain Analysis Model (DAM) V3 Messages - Administrative Electronic Health Record (EHR) V3 Messages - Clinical Functional Profile V3 Messages - Departmental V2 Messages Administrative V3 Messages - Infrastructure V2 Messages - Clinical V3 Rules - GELLO V2 Messages - Departmental V3 Services Java Services (ITS Work Group) V2 Messages Infrastructure V3 Services Web Services V3 Documents Administrative (e.g. SPL) - New Product Definition - V3 Documents Clinical (e.g. CDA) - New/Modified HL7 Policy/Procedure/Process - FHIR Resources FHIR Extensions 5. Project Intent (check all that apply). Create new standard Revise current standard (see text box below) Reaffirmation of a standard New/Modified HL7 Policy/Procedure/Process (Project not directly related to an HL7 Standard) Supplement to a current standard Implementation Guide (IG) will be created/modified Project is adopting/endorsing an externally developed IG (specify external organization in Sec. 6 below) Externally developed IG is to be Adopted Externally developed IG is to be Endorsed Resources will be published as part of the first FHIR DSTU ballot 5.a. Ballot Type (check all that apply) Comment Only Informative DSTU to Normative Normative (no DSTU) Joint Ballot (with other SDOs or HL7 Work Groups) (project won t go through ballot) This project will not ballot directly. Instead, content will be combined with resources from other committees and jointly balloted as part of the FHIR DSTU ballot (managed as a distinct TSC project). 5.b. Joint Copyright Check this box if you will be pursuing a joint copyright. Note that when this box is checked, a Joint Copyright Letter of Agreement must be submitted to the TSC in order for the PSS to receive TSC approval. Joint Copyrighted Material will be produced 6. Project Approval Dates Sponsoring Group Approval Date Steering Division Approval Date WG Approval Date CCYY-MM-DD SD Approval Date CCYY-MM-DD May 2014 Page 4 of 5

PBS Metrics and Work Group Health Reviewed? (required for SD Approval) Yes No FHIR Governance Committee Approval Date FG Approval Date CCYY-MM-DD Technical Steering Committee Approval Date TSC Approval Date CCYY-MM-DD Joint Copyright Letter of Agreement received? (req'd for Joint Copyrighted material) Yes No 7. External Project Collaboration In producing resources, the committee will consult specifications from a wide variety of external organizations, including OpenEHR, IHE, various affiliates, government organizations and other SDOs. However, this consultation will not require direct interaction with these other organizations. (Though some may be involved in the ballot review process.) ISO TC215 WG1/WG2, AHIMA, 7.a. Stakeholders / Vendors / Providers This section must be completed for projects containing items expected to be ANSI approved, as it is an ANSI requirement for all ballots Stakeholders Vendors Providers Clinical and Public Health Laboratories Pharmaceutical Clinical and Public Health Laboratories Immunization Registries EHR, PHR Emergency Services Quality Reporting Agencies Equipment Local and State Departments of Health Regulatory Agency Health Care IT Medical Imaging Service Standards Development Organizations (SDOs) Clinical Decision Support Systems Healthcare Institutions (hospitals, long term care, home care, mental health) Payors Lab Other (specify in text box below) Other (specify in text box below) HIS Other (specify below) 7.b. Synchronization With Other SDOs / Profilers Check all SDO / Profilers which your project deliverable(s) are associated with. ASC X12 CHA LOINC AHIP DICOM NCPDP ASTM GS1 NAACCR BioPharma Association (SAFE) IEEE Object Management Group (OMG) CEN/TC 251 IHE The Health Story Project CHCF IHTSDO WEDI CLSI ISO Other (specify below) 8. Realm Click here to go to Appendix A for guidelines regarding choosing Universal or Realm Specific. Universal Realm Specific Check here if this standard balloted or was previously approved as realm specific standard 9. Strategic Initiative Reference For PMO/TSC Use Only This section used only for Strategic Initiative Projects. 1. HL7 Recognition 2. HL7 Internal Processes 3. HL7 Implementation May 2014 Page 1 of 5