Care Coordination and 360 Referrals (Proof of Concept)
0.1.0 - proof-of-concept
Care Coordination and 360 Referrals (Proof of Concept) - Local Development build (v0.1.0) built by the FHIR (HL7® FHIR® Standard) Build Tools. See the Directory of published versions
The information models and FHIR resources for a closed loop referral and the care it belongs to.
Four logical models describe the information, independent of how it is exchanged. Each model's Mappings tab shows its elements in FHIR (and HL7 v2 where used).
| Model | What it is | FHIR | Based on |
|---|---|---|---|
| Clinical Referral | The request and its workflow: who refers whom, for what and why; status; appointments; links to the documents | ServiceRequest + Task, Appointment (profiles below) |
IHE 360X, FHIR Workflow, HL7 v2 orders; UBRN from eRS |
| Discharge Report | The outcome: discharge summary or clinic letter that closes the referral - and an input to the next one | FHIR Document - HL7 Europe HDR, used as published | HDR sections; PRSB discharge and outpatient letter standards |
| Patient Summary | The patient's background, for a recipient without the record | FHIR Document - HL7 Europe Patient Summary (EPS) / IPS | EPS / IPS sections; PRSB Core Information Standard |
| Care Plan and Execution | Who is doing what, for which needs and goals - and the referrals, tasks and encounters that carry it out | CarePlan (Care Plan), CareTeam, Goal; activities reference ServiceRequest / Task |
IHE DCP, FHIR CarePlan, social care plans; PRSB Personalised Care and Support Plan |
flowchart LR
CP[Care Plan<br/>who is doing what] -- "activity" --> CR[Clinical Referral<br/>ServiceRequest + Task]
PS[Patient Summary<br/>EPS] -. "supportingInfo<br/>(input)" .-> CR
DR1[Discharge Report / letter<br/>HDR - previous episode] -. "supportingInfo<br/>(input)" .-> CR
CR -- "Task.output<br/>(outcome)" --> DR2[Discharge Report / letter<br/>HDR - this episode]
DR2 -- "activity outcome" --> CP
How the Clinical Referral breaks down into FHIR resources, who owns each one and how they travel is described on the Clinical Referral model page.
The referral itself stays small; the clinical content travels as documents, which can also be published to a shared care record and retrieved by API instead of being sent (see EU Health Data API).
Not modelled on BaRS. None of these models takes its structure from BaRS. In
particular: the referral's request, reason and requester are on the ServiceRequest
(not a Task, Condition and Practitioner as in BaRS Application 5); workflow state
is a Task, not a combination of ServiceRequest, Encounter and CarePlan statuses;
a CarePlan is a plan, not an assessment; and the patient's local identifier always has
a type and assigning organisation. See the BaRS review.
erDiagram
ServiceRequest {
Identifier referralId "ReferralIdentifier"
Identifier ubrn "UBRN (eRS)"
code status
code priority
CodeableConcept category "referral / virtual ward"
CodeableConcept code "service referred to"
CodeableConcept reasonCode
dateTime occurrence "expected by"
}
Task {
code status
CodeableConcept businessStatus "360X state"
CodeableConcept statusReason "decline / cancel reason"
}
Appointment {
Identifier appointmentId
code status "booked / noshow / cancelled"
instant start
}
Composition {
CodeableConcept type "Consult Note / Hospital Discharge Summary"
}
Encounter {
Coding class "IMP for a virtual ward"
CodeableConcept admitSource "step-up / step-down"
}
CarePlan {
CodeableConcept category
}
Patient {
Identifier nhsNumber
Identifier mrn
}
PractitionerRole
HealthcareService
ServiceRequest }o--|| Patient : subject
ServiceRequest }o--|| PractitionerRole : "requester (Referral Initiator)"
ServiceRequest }o--o{ HealthcareService : "performer (Referral Recipient)"
ServiceRequest }o--o| CarePlan : "basedOn (care plan activity)"
Task }o--|| ServiceRequest : "basedOn / focus"
Task }o--o| HealthcareService : owner
Task ||--o{ Appointment : output
Task ||--o{ Composition : output
Appointment }o--|| ServiceRequest : basedOn
ServiceRequest }o--o{ Composition : "supportingInfo (input documents)"
Composition }o--o| Encounter : encounter
Encounter }o--|| ServiceRequest : basedOn
CarePlan }o--o| Encounter : encounter
| Profile | Base | Use | 360X |
|---|---|---|---|
| Referral Request | ServiceRequest | The referral | PCC-55 OMG^O19 |
| Referral Task | Task | Workflow state and status updates | PCC-55 to PCC-59 OSU^O51 |
| Referral Appointment | Appointment | Appointments and no-shows | PCC-60, PCC-61 SIU |
| HL7 Europe HDR (used as published) | Composition / Bundle (composition-eu-hdr, bundle-eu-hdr) |
Outcome after an inpatient or virtual ward stay; section codes also used for outpatient letters | PCC-57, PCC-59 (document) |
| Care Plan | HL7 Europe HDR CarePlan | Care plan for any episode (e.g. a virtual ward treatment plan); activities reference referrals and tasks | - (DCP) |
Questionnaire / QuestionnaireResponse (core) |
- | Referral forms, in supportingInfo or Task.input / output - see Referral Forms |
OBX (ask at order entry) |
| Observation | Observation | Clinical observations, e.g. vital signs; target of the Vital Signs item definitions | OBX |
| Patient | HL7 Europe Patient | Patient (NW GMSA conventions) | PID |
| Core NHS patient administration - Organization, Practitioner, PractitionerRole, RelatedPerson, Location, HealthcareService, Encounter, Hospital Spell, Visit, Episode Of Care, Schedule, Slot | NW GMSA / Interweave | See Patient Administration | PID, PV1, SCH |
Identifier profiles: Referral Identifier and UBRN; the NW GMSA identifier data types (NHS Number, MRN, ODS code and others) are copied from the NW GMSA IG.
| Identifier | HL7 v2 | FHIR | Assigned by |
|---|---|---|---|
| Referral ID | ORC-2, OBR-2, SCH-26 | ServiceRequest.identifier:referralId (type PLAC); referenced from Task.basedOn, Appointment.basedOn, Encounter.basedOn, DocumentReference.context.related (documents are linked through Task.output) |
Referral Initiator |
| UBRN | Not in 360X | ServiceRequest.identifier:ubrn (https://fhir.nhs.uk/Id/UBRN) |
eRS |
| NHS Number | PID-3 | Patient.identifier:nhsNumber |
NHS (PDS) |
| Local patient identifier | PID-3 | Patient.identifier:MedicalRecordNumber |
Each organisation |
| Appointment ID | SCH-2 | Appointment.identifier |
Referral Recipient |
| Document ID | TXA-12 | Composition.identifier, Bundle.identifier |
Referral Recipient |
| Account / Spell Number | PV1-19 (CX.5 AN; HL7 v2 PID-18) |
Encounter.identifier type AN (Hospital Spell) |
Referral Recipient |
| Visit Number | PV1-19 (CX.5 VN) |
Encounter.identifier type VN (Visit) |
Referral Recipient |
References to the referral SHOULD carry the Referral ID as Reference.identifier
as well as (or instead of) a literal reference, because the Referral Recipient
usually does not hold the Referral Initiator's ServiceRequest on a shared server.
The 360X HL7 v2 status codes, the Referral Workflow Status
(Task.businessStatus) and the FHIR status elements:
| 360X transaction | ORC-1 / ORC-5 (or SIU trigger) | Task.businessStatus | Task.status | ServiceRequest.status | Appointment.status |
|---|---|---|---|---|---|
| Referral Request [PCC-55] | NW / - | requested |
requested |
active |
- |
| More information (NHS) | - | information-requested |
on-hold |
active |
- |
| Referral Accept [PCC-55] | OK / IP | accepted |
accepted |
active |
- |
| Deferred (NHS) | OH / HD (indicative) | deferred |
on-hold |
active |
cancelled (if any) |
| Redirected (NHS) | RU / RP (indicative) | redirected |
rejected |
revoked (replaced by the new referral) |
cancelled (if any) |
| Referral Decline [PCC-55, PCC-56] | UA / CA | declined |
rejected |
revoked |
cancelled (if any) |
| Appointment [PCC-60] | S12, S13 | appointment-booked, appointment-rescheduled |
in-progress |
active |
booked |
| Appointment cancelled [PCC-60] | S15 | appointment-cancelled |
in-progress |
active |
cancelled |
| No-Show [PCC-61] | S26 | no-show |
in-progress |
active |
noshow |
| Interim Consultation Note [PCC-59] | SC / A | interim-report |
in-progress |
active |
- |
| Cancel Request [PCC-58] | CA / CA | cancel-requested |
unchanged | unchanged | - |
| Cancel Confirmation [PCC-58] | CR / CA | cancelled |
cancelled |
revoked |
cancelled |
| Referral Outcome [PCC-57] | SC / CM | completed |
completed |
completed |
fulfilled |
Task.status follows the FHIR Task state machine;
businessStatus carries the 360X detail. Open: ORC-5 to Task.status is not a
one-to-one mapping (e.g. IP covers both accepted and in progress).
| Scenario | Resources |
|---|---|
| GP to cardiology (360X Use Case #1) | Patient, Referral, Accepted, Declined, Appointment, Interim note, Outcome note, Completed |
| GP to exercise on referral, with forms | Referral, referrer's form, blood pressure, form requested, patient's form, activity baseline, in progress |
| GP to respiratory virtual ward (step-up) | Patient, Referral, Accepted, Stay, Care plan, SpO2, Discharge report, Completed |