DSTU2 FHIR Release 3 (STU)

This page is part of the FHIR Specification (v1.0.2: DSTU (v3.0.2: STU 2). 3). The current version which supercedes this version is 5.0.0 . For a full list of available versions, see the Directory of published versions . Page versions: R5 R4B R4 R3 R2 R3 R2

Patient Care Work Group Maturity Level : 2   Trial Use Compartments : Patient , Practitioner , RelatedPerson

Detailed Descriptions for the elements in the CarePlan resource.

Requirements Requirements Control 0..1 Binding Alternate Names Care Team To Do Need a proper value set.
CarePlan
Definition

Describes the intention of how one or more practitioners intend to deliver care for a particular patient, group or community for a period of time, possibly limited to care for a specific condition or set of conditions.

Control 1..1
Alternate Names Care Team
CarePlan.identifier
Definition

This records identifiers associated with this care plan that are defined by business processes and/or used to refer to it when a direct URL reference to the resource itself is not appropriate (e.g. in CDA documents, or in written / printed documentation).

Note This is a business identifer, not a resource identifier (see discussion )
Control 0..*
Type Identifier
Requirements

Need to allow connection to a wider workflow.

Summary true
CarePlan.subject CarePlan.definition
Definition

Identifies the patient protocol, questionnaire, guideline or group whose intended care is described by other specification the plan. care plan should be conducted in accordance with.

Control 0..1 0..*
Type Reference ( Patient PlanDefinition | Group Questionnaire )
Summary true
CarePlan.status CarePlan.basedOn
Definition

Indicates whether the A care plan that is currently being acted upon, represents future intentions fulfilled in whole or is now a historical record. in part by this care plan.

Control 1..1 0..*
Binding Type CarePlanStatus: Indicates whether the plan is currently being acted upon, represents future intentions or is now a historical record. Reference ( Required CarePlan )
Type code Requirements Is Modifier true

Allows tracing of the care plan and tracking whether proposals/recommendations were acted upon.

Alternate Names Allows clinicians to determine whether the plan is actionable or not. fulfills
Summary true
CarePlan.context CarePlan.replaces
Definition

Identifies the context in which this particular CarePlan Completed or terminated care plan whose function is defined. taken by this new care plan.

Control 0..1 0..*
Type Reference ( Encounter | EpisodeOfCare CarePlan )
Requirements

Allows tracing the continuation of a therapy or administrative process instantiated through multiple care plans.

Alternate Names supersedes
Summary true
Comments

Activities conducted as a result of The replacement could be because the initial care plan may well occur as part of other encounters/episodes. was immediately rejected (due to an issue) or because the previous care plan was completed, but the need for the action described by the care plan remains ongoing.

CarePlan.period CarePlan.partOf
Definition

Indicates when the A larger care plan of which this particular care plan did (or is intended to) come into effect and end. a component or step.

Control 0..1 0..*
Type Period Reference Requirements Allows tracking what plan(s) are in effect at a particular time. ( CarePlan )
Summary true
Comments

Any activities scheduled as Each care plan is an independent request, such that having a care plan be part of the another care plan should be constrained to the specified period. can cause issues with cascading statuses. As such, this element is still being discussed.

CarePlan.author CarePlan.status
Definition

Identifies Indicates whether the individual(s) plan is currently being acted upon, represents future intentions or ogranization who is responsible for the content of the care plan. now a historical record.

Control 0..* 1..1
Type Terminology Binding Reference CarePlanStatus ( Patient Required | Practitioner )
Type | RelatedPerson code | Organization
Is Modifier ) true
Requirements

Allows clinicians to determine whether the plan is actionable or not.

Summary true
Comments

Collaborative The unknown code is not to be used to convey other statuses. The unknown code should be used when one of the statuses applies, but the authoring system doesn't know the current state of the care plans may have multiple authors. plan.

This element is labeled as a modifier because the status contains the code entered-in-error] that marks the plan as not currently valid.

CarePlan.modified CarePlan.intent
Definition

Identifies Indicates the most recent date on which level of authority/intentionality associated with the care plan has been revised. and where the care plan fits into the workflow chain.

Control 0..1 1..1
Terminology Binding CarePlanIntent ( Required )
Type dateTime code
Is Modifier true
Requirements

Indicates how current Proposals/recommendations, plans and orders all use the plan is. same structure and can exist in the same fulfillment chain.

Summary true
Comments

This element is labeled as a modifier because the intent alters when and how the resource is actually applicable.

CarePlan.category
Definition

Identifies what "kind" of plan this is to support differentiation between multiple co-existing plans; e.g. "Home health", "psychiatric", "asthma", "disease management", "wellness plan", etc.

Control 0..*
Terminology Binding Care Plan Category: Identifies what "kind" of plan this is to support differentiation between multiple co-existing plans; e.g. "Home health", "psychiatric", "asthma", "disease management", etc. Category ( Example )
Type CodeableConcept
Requirements

Used for filtering what plan(s) are retrieved and displayed to different types of users.

Summary true
Comments

There may be multiple axis of categorization and one plan may serve multiple purposes. In some cases, this may be redundant with references to CarePlan.concern.

CarePlan.title
To Do Definition Need a value set

Human-friendly name for this. the CarePlan.

Control 0..1
Type string
Summary true
CarePlan.description
Definition

A description of the scope and nature of the plan.

Control 0..1
Type string
Requirements

Provides more detail than conveyed by category.

Summary true
CarePlan.addresses CarePlan.subject
Definition

Identifies the conditions/problems/concerns/diagnoses/etc. patient or group whose management and/or mitigation are handled intended care is described by this the plan.

Control 0..* 1..1
Type Reference ( Condition Patient | Group )
Alternate Names Links plan to the conditions it manages. Also scopes plans - multiple plans may exist addressing different concerns. patient
Summary true
CarePlan.support CarePlan.context
Definition

Identifies portions of the patient's record that specifically influenced the formation of the plan. These might include co-morbidities, recent procedures, limitations, recent assessments, etc. original context in which this particular CarePlan was created.

Control 0..* 0..1
Type Reference ( Any Encounter | EpisodeOfCare )
Alternate Names Requirements encounter
Identifies barriers and other considerations associated with the care plan. Summary true
Comments

Use "concern" to identify specific conditions addressed by Activities conducted as a result of the care plan. plan may well occur as part of other encounters/episodes.

CarePlan.relatedPlan CarePlan.period
Definition

Identifies CarePlans with some sort of formal relationship to Indicates when the current plan. plan did (or is intended to) come into effect and end.

Control 0..* 0..1
Comments Type Relationships are uni-directional with the "newer" plan pointing to the older one. Period CarePlan.relatedPlan.code
Definition Requirements

Identifies the type of relationship this plan has to the target plan. Allows tracking what plan(s) are in effect at a particular time.

Alternate Names CarePlanRelationship: Codes identifying the types of relationships between two plans. ( Required ) timing
Type Summary code true
Comments

Read the relationship Any activities scheduled as "this plan" [relatedPlan.code] "relatedPlan.plan"; e.g. This part of the plan includes Plan B. Additional relationship types can should be proposed for future releases constrained to the specified period regardless of whether the activities are planned within a single encounter/episode or handled as extensions. across multiple encounters/episodes (e.g. the longitudinal management of a chronic condition).

CarePlan.relatedPlan.plan CarePlan.author
Definition

A reference to Identifies the plan to which a relationship individual(s) or ogranization who is asserted. responsible for the content of the care plan.

Control 1..1 0..*
Type Reference ( CarePlan Patient | Practitioner | RelatedPerson | Organization | CareTeam )
Summary true
Comments

Collaborative care plans may have multiple authors.

CarePlan.participant CarePlan.careTeam
Definition

Identifies all people and organizations who are expected to be involved in the care envisioned by this plan.

Control 0..*
Type Reference ( CareTeam )
Requirements

Allows representation of care teams, helps scope care plan. In some cases may be a determiner of access permissions.

CarePlan.participant.role CarePlan.addresses
Definition

Indicates specific responsibility of an individual within Identifies the care plan; e.g. "Primary physician", "Team coordinator", "Caregiver", etc. conditions/problems/concerns/diagnoses/etc. whose management and/or mitigation are handled by this plan.

Control 0..1 0..*
Binding Type Participant Roles: Indicates specific responsibility of an individual within the care plan; e.g. "Primary physician", "Team coordinator", "Caregiver", etc. Reference ( Example Condition )
Type Requirements CodeableConcept

Links plan to the conditions it manages. The element can identify risks addressed by the plan as well as active conditions. (The Condition resource can include things like "at risk for hypertension" or "fall risk".) Also scopes plans - multiple plans may exist addressing different concerns.

Comments Summary Roles may sometimes be inferred by type of Practitioner. These are relationships that hold only within the context of the care plan. General relationships should be handled as properties of the Patient resource directly. true
CarePlan.participant.member CarePlan.supportingInfo
Definition

The specific person or organization who is participating/expected to participate in Identifies portions of the patient's record that specifically influenced the formation of the care plan. These might include co-morbidities, recent procedures, limitations, recent assessments, etc.

Control 0..1 0..*
Type Reference ( Practitioner | RelatedPerson | Patient | Organization Any )
Comments Requirements

Patient only needs to be listed if they have a role Identifies barriers and other than "subject of care". considerations associated with the care plan.

Comments

Member is optional because some participants may be known only Use "concern" to identify specific conditions addressed by their role, particularly in draft plans. the care plan.

CarePlan.goal
Definition

Describes the intended objective(s) of carrying out the care plan.

Control 0..*
Type Reference ( Goal )
Requirements

Provides context for plan. Allows plan effectiveness to be evaluated by clinicians.

Comments

Goal can be achieving a particular change or merely maintaining a current state or even slowing a decline.

CarePlan.activity
Definition

Identifies a planned action to occur as part of the plan. For example, a medication to be used, lab tests to perform, self-monitoring, education, etc.

Control 0..*
Requirements

Allows systems to prompt for performance of planned activities, and validate plans against best practice.

Invariants Defined on this element
cpl-3 : Provide a reference or detail, not both (xpath: ( expression : detail.empty() or reference.empty(), xpath: not(exists(f:detail)) or not(exists(f:reference)))
CarePlan.activity.actionResulting CarePlan.activity.outcomeCodeableConcept
Definition

Resources Identifies the outcome at the point when the status of the activity is assessed. For example, the outcome of an education activity could be patient understands (or not).

Control 0..*
Terminology Binding Care Plan Activity Outcome ( Example )
Type CodeableConcept
Comments

Note that describe follow-on actions this should not duplicate the activity status (e.g. completed or in progress).

CarePlan.activity.outcomeReference
Definition

Details of the outcome or action resulting from the plan, activity. The reference to an "event" resource, such as drug prescriptions, encounter records, appointments, etc. Procedure or Encounter or Observation, is the result/outcome of the activity itself. The activity can be conveyed using CarePlan.activity.detail OR using the CarePlan.activity.reference (a reference to a “request” resource).

Control 0..*
Type Reference ( Any )
Requirements

Links plan to resulting actions.

Comments

The activity outcome is independent of the outcome of the related goal(s). For example, if the goal is to achieve a target body weight of 150 lb and an activity is defined to diet, then the activity outcome could be calories consumed whereas the goal outcome is an observation for the actual body weight measured.

CarePlan.activity.progress
Definition

Notes about the adherence/status/progress of the activity.

Control 0..*
Type Annotation
Requirements

Can be used to capture information about adherence, progress, concerns, etc.

Comments

This element should NOT be used to describe the activity to be performed - that occurs either within the resource pointed to by activity.detail.reference or in activity.detail.description.

CarePlan.activity.reference
Definition

The details of the proposed activity represented in a specific resource.

Control 0..1
Type Reference ( Appointment | CommunicationRequest | DeviceUseRequest | DiagnosticOrder DeviceRequest | MedicationOrder MedicationRequest | NutritionOrder | Order Task | ProcedureRequest | ProcessRequest | ReferralRequest | SupplyRequest | VisionPrescription | RequestGroup )
Requirements

Details in a form consistent with other applications and contexts of use.

Comments

Standard extension exists ( goal-pertainstogoal ) that allows goals to be referenced from any of the referenced resources in CarePlan.activity.reference.
The goal should be visible when the resource referenced by CarePlan.activity.reference is viewed indepedently from the CarePlan. Requests that are pointed to by a CarePlan using this element should not point to this CarePlan using the "basedOn" element. i.e. Requests that are part of a CarePlan are not "based on" the CarePlan.

Invariants Affect this element
cpl-3 : Provide a reference or detail, not both (xpath: ( expression : detail.empty() or reference.empty(), xpath: not(exists(f:detail)) or not(exists(f:reference)))
CarePlan.activity.detail
Definition

A simple summary of a planned activity suitable for a general care plan system (e.g. form driven) that doesn't know about specific resources such as procedure etc.

Control 0..1
Requirements

Details in a simple form for generic care plan systems.

Invariants Affect this element
cpl-3 : Provide a reference or detail, not both (xpath: ( expression : detail.empty() or reference.empty(), xpath: not(exists(f:detail)) or not(exists(f:reference)))
CarePlan.activity.detail.category
Definition

High-level categorization of the type of activity in a care plan.

Control 0..1
Terminology Binding CarePlanActivityCategory: High-level categorization of the type of activity in a care plan. CarePlanActivityCategory ( Example )
Type CodeableConcept
Requirements

May determine what types of extensions are permitted.

CarePlan.activity.detail.definition
Definition

Identifies the protocol, questionnaire, guideline or other specification the planned activity should be conducted in accordance with.

Control 0..1
Type Reference ( PlanDefinition | ActivityDefinition | Questionnaire )
Requirements

Allows Questionnaires that the patient (or practitioner) should fill in to fulfill the care plan activity.

CarePlan.activity.detail.code
Definition

Detailed description of the type of planned activity; e.g. What lab test, what procedure, what kind of encounter.

Control 0..1
Terminology Binding Care Plan Activity: Detailed description of the type of activity; e.g. What lab test, what procedure, what kind of encounter. Activity ( Example )
Type CodeableConcept
Requirements

Allows matching performed to planned as well as validation against protocols.

Comments

Tends to be less relevant for activities involving particular products. Codes should not convey negation - use "prohibited" instead.

CarePlan.activity.detail.reasonCode
Definition

Provides the rationale that drove the inclusion of this particular activity as part of the plan. plan or the reason why the activity was prohibited.

Control 0..*
Terminology Binding Activity Reason: Identifies why a care plan activity is needed. Can include any health condition codes as well as such concepts as "general wellness", prophylaxis, surgical preparation, etc. Activity Reason ( Example )
Type CodeableConcept
Comments

This could be a diagnosis code. If a full condition record exists or additional detail is needed, use reasonCondition instead.

CarePlan.activity.detail.reasonReference
Definition

Provides the health condition(s) that drove the inclusion of this particular activity as part of the plan.

Control 0..*
Type Reference ( Condition )
Comments

Conditions can be identified at the activity level that are not identified as reasons for the overall plan.

CarePlan.activity.detail.goal
Definition

Internal reference that identifies the goals that this activity is intended to contribute towards meeting.

Control 0..*
Type Reference ( Goal )
Requirements

So that participants know the link explicitly.

CarePlan.activity.detail.status
Definition

Identifies what progress is being made for the specific activity.

Control 0..1 1..1
Terminology Binding CarePlanActivityStatus: Indicates where the activity is at in its overall life cycle. CarePlanActivityStatus ( Required )
Type code
Is Modifier true
Requirements

Indicates progress against the plan, whether the activity is still relevant for the plan.

Comments

Some aspects of status can be inferred based on the resources linked in actionTaken. Note that "status" is only as current as the plan was most recently updated.
The unknown code is not to be used to convey other statuses. The unknown code should be used when one of the statuses applies, but the authoring system doesn't know the current state of the activity.

CarePlan.activity.detail.statusReason
Definition

Provides reason why the activity isn't yet started, is on hold, was cancelled, etc.

Control 0..1
Binding GoalStatusReason: Describes why the current activity has the status it does; e.g. "Recovering from injury" as a reason for non-started or on-hold, "Patient does not enjoy activity" as a reason for cancelling a planned activity. ( Example ) Type CodeableConcept string
Comments

Will generally not be present if status is "complete". Be sure to prompt to update this (or at least remove the existing value) if the status is changed.

CarePlan.activity.detail.prohibited
Definition

If true, indicates that the described activity is one that must NOT be engaged in when following the plan. If false, indicates that the described activity is one that should be engaged in when following the plan.

Control 1..1 0..1
Type boolean
Is Modifier true
Default Value false
Requirements

Captures intention to not do something that may have been previously typical.

Comments

This element is labeled as a modifier because it marks an activity as an activity that is not to be performed.

CarePlan.activity.detail.scheduled[x]
Definition

The period, timing or frequency upon which the described activity is to occur.

Control 0..1
Type Timing | Period | string
[x] Note See Choice of Data Types for further information about how to use [x]
Requirements

Allows prompting for activities and detection of missed planned activities.

CarePlan.activity.detail.location
Definition

Identifies the facility where the activity will occur; e.g. home, hospital, specific clinic, etc.

Control 0..1
Type Reference ( Location )
Requirements

Helps in planning of activity.

Comments

May reference a specific clinical location or may identify a type of location.

CarePlan.activity.detail.performer
Definition

Identifies who's expected to be involved in the activity.

Control 0..*
Type Reference ( Practitioner | Organization | RelatedPerson | Patient | CareTeam )
Requirements

Helps in planning of activity.

Comments

A performer MAY also be a participant in the care plan.

CarePlan.activity.detail.product[x]
Definition

Identifies the food, drug or other product to be consumed or supplied in the activity.

Control 0..1
Terminology Binding SNOMED CT Medication Codes: A product supplied or administered as part of a care plan activity. Codes ( Example )
Type CodeableConcept | Reference ( Medication | Substance )
[x] Note See Choice of Data Types for further information about how to use [x]
CarePlan.activity.detail.dailyAmount
Definition

Identifies the quantity expected to be consumed in a given day.

Control 0..1
Type SimpleQuantity
Requirements

Allows rough dose checking.

Alternate Names daily dose
CarePlan.activity.detail.quantity
Definition

Identifies the quantity expected to be supplied, administered or consumed by the subject.

Control 0..1
Type SimpleQuantity
CarePlan.activity.detail.description
Definition

This provides a textual description of constraints on the intended activity occurrence, including relation to other activities. It may also include objectives, pre-conditions and end-conditions. Finally, it may convey specifics about the activity such as body site, method, route, etc.

Control 0..1
Type string
CarePlan.note
Definition

General notes about the care plan not covered elsewhere.

Control 0..1 0..*
Type Annotation
Requirements

Used to capture information that applies to the plan as a whole that doesn't fit into discrete elements.