Request for Comment: December 31, Once again, thank you for your assistance.

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HEALTH INFORMATION STANDARDS COMMITTEE FOR ALBERTA On July 18, 2005 the Health Information Standards Committee for Alberta (HISCA) Accepted in Draft, the Physician Office System Program - Medical Summary for Transfer of Patient Data Part I submission. The submission is now required to be reviewed by peers and other interested parties as a part of the HISCA process. Following this review, Stakeholder feedback will be consolidated and presented back to the Physician Office System Program - Medical Summary for Transfer of Patient Data Project Team for consideration and/or dispute resolution. Please find and review the attached copy of the Accepted in Draft data standard and return your comments or concerns to Heather EN Cooper at 780.427.4734 (e-mail: heather.cooper@gov.ab.ca). Request for Comment: December 31, 2005 Once again, thank you for your assistance. Mark Brisson, A/Chair Health Information Standards Committee for Alberta (original signed July 28, 2005) Date

HEALTH INFORMATION STANDARD HEALTH INFORMATION STANDARDS COMMITTEE FOR ALBERTA PHYSICIAN OFFICE SYSTEM PROGRAM - MEDICAL SUMMARY FOR TRANSFER OF PATIENT DATA

Revision History Version Revision Date Summary of Changes Changes Marked 0 2005-Jul-18 Draft No 0 2005-Aug-02 Accepted in Draft, distribution No 0.1 2005-Oct-19 Revisions, based on review No

Table of Contents Objective...23 Project Governance...24 Solution Overview...26 Out of Scope...29 Approach to Designing the POS Medical Summary...30 Phase I Environmental Scan...30 Phase II Design of Core Data Set...33 Business Model...35 Medical Summary for Transfer of Patient Data...36 Document Header...37 Date/Time of Transmission...38 Purpose...39 Comment...40 Document Sender...41 Participant Role...42 Document Sender Identification...44 Stakeholder Identifier...45 Stakeholder ID...46 Stakeholder Assigning Authority...47 Stakeholder ID Domain...48 Document Sender Name...49 Person Name...50 Prefix...51 Given Name...52 Middle Name...53 Family Name...54 Designation...55 Document Sender Organization...57 Organization Name...58 Organization Name...59 Document Sender Address...60 Address Usage...62 Unit Identifier...63 Unit Designator...64 Street Number...65 Street Number...66 Street Number Suffix...68 Street Name...70 Street...71 Street Direction...73 Municipality...74 Province Code...75 Country Name...76 Postal Code...77 Foreign Postal Code...79 Document Sender Telecommunication...80 Area Code...81 Telecom Local Number...82 Telecom...83 Telecom Usage...84 Email Address...85 Website Address...86 Document Recipient...88 Participant Role...89 Document Recipient Identification...91

Stakeholder Identifier...92 Stakeholder ID...93 Stakeholder Assigning Authority...94 Stakeholder ID Domain...95 Document Recipient Name...96 Person Name...97 Prefix...98 Given Name...99 Middle Name...100 Family Name...101 Designation...102 Document Recipient Address...104 Address Usage...106 Unit Identifier...107 Unit Designator...108 Street Number...109 Street Number Suffix...111 Street Name...112 Street...113 Street Direction...114 Municipality...115 Province Code...116 Country Name...117 Postal Code...118 Foreign Postal Code...120 Document Recipient Telecommunication...121 Area Code...122 Telecom Local Number...123 Telecom...124 Telecom Usage...125 Patient...126 Patient Identification...127 Stakeholder Identifier...129 Stakeholder ID...130 Stakeholder Assigning Authority...131 Stakeholder ID Domain...132 Date of Birth...133 Gender...134 Patient Name...135 Person Name...136 Prefix...137 First Given...138 Second Given...139 Family Name...140 Patient Contact Information...141 Address Usage...143 Unit Identifier...144 Unit Designator...145 Street Number...146 Street Number...147 Street Number Suffix...149 Street Name...151 Street...152 Street Direction...153 Municipality...154 Province Code...155

Country Name...156 Postal Code...157 Foreign Postal Code...158 Patient Telecommunication...159 Area Code...160 Telecom Local Number...161 Telecom...162 Telecom Usage...163 Patient Emergency Contact Information...164 Relationship to patient...165 of contact...166 Contact Name...167 Contact Data...168 Patient Record...169 Participant Role...170 Provider Identification...172 Stakeholder Identifier...173 Stakeholder ID...174 Stakeholder Assigning Authority...175 Stakeholder ID Domain...176 Provider Name...177 Person Name...178 Prefix...178 Given Name...178 Middle Name...178 Family Name...178 Designation...178 Provider...178 Encounter...178 Contact Date...178 Contact Reason...178 Comment...178 Comment Signature...178 Scheduled Contact Due Date...178 Reason for next appointment...178 Social History...178 Social Alert...178 Language Code...178 Relationship status...178 Occupation...178 Employer...178 Education...178 Leisure activities...178 Journal Notes...178 Family History...178 Diagnosis Date...178 Diagnosis Description...178 Relationship to patient...178 Age at Onset...178 Age at Death...178 Cause of Death...178 Comments...178 Alert...178 Confidential Flag...178 Alert Text Sent...178 Comments to the Alert...178

Advance Directive Flag...178 Date of Alert...178 Plan of Care...178 Care Plan...178 Condition/Diagnosis/Problem...178 Diagnosis Date...178 Diagnosis Description...178 Diagnosis Code...178 Onset Date...178 Signs/Symptoms Present...178 Date Resolved...178 Problem Status...178 Outcome Code...178 Note Text...178 Procedure...178 Procedure Name...178 Procedure Start Date/Time...178 Follow Up Due Date...178 Service Code...178 Results...178 Device...178 Date of device...178 of Device...178 Allergy...178 Reported Date...178 Allergy/Intolerance Agent Code...178 Allergy/Intolerance Category Code...178 Allergen/Agent ID Scheme Code...178 Allergen/Agent ID...178 Allergy/Intolerance Reaction Code...178 Allergy/Intolerance Severity Code...178 Comment...178 Medication...178 Prescription Date...178 Prescription End Date...178 Prescription Quantity...178 Prescription Quantity Number...178 Prescription Quantity Units of Measure...178 Brand Name...178 Strength Description...178 Dosage Range Max Quantity...178 Dosage Range Min Quantity...178 Dosage Range Quantity Unit Code...178 Dosage Form Code...178 Route of Administration Code...178 Dosage Frequency Code...178 Dosage Duration Code...178 Dosage Duration Number...178 Refills Authorized...178 Dispense Item Expiry Date...178 Dispense Quantity...178 Indication Code...178 Indication Name...178 Continuous Use Code...178 PRN Indicator...178 Medical Laboratory...178

Sending Facility ID...178 Accession Number...178 Specimen Date...178 Specimen Source...178 Collection Location Identifier...178 Lab Test...178 Lab Test Description...178 Test Result Date...178 Test Results...178 Test Result Units...178 Test Result Status...178 Test Result Normal Range...178 Relevant Clinical Info...178 Abnormal Flags...178 Result Alert...178 Immunization...178 Vaccine Status...178 Immunization Series...178 Immunization Date...178 Vaccine Code...178 Quantitative Observation...178 Blood Pressure...178 Blood Pressure Date...178 Systolic Blood Pressure...178 Diastolic Blood Pressure...178 Height...178 Height Date...178 Height Number...178 Height Units of Measure...178 Weight...178 Weight date...178 Weight Number...178 Weight Units of Measure...178 Waist...178 Waist circumference date...178 Waist circumference...178 Waist Units of Measure...178 Mini mental...178 Mini mental Status date...178 Mini mental Status Score...178 Developmental History...178 Gestational Age...178 Birth Weight...178 Birth Weight Number...178 Birth Weight Units of Measure...178 Head Circumference Percentile...178 Head Circumference Percentile Date...178 Head Circumference Percentile Number...178 Weight Percentile...178 Weight Percentile Date...178 Weight Percentile Number...178 Height Percentile...178 Height Percentile Date...178 Height Percentile Number...178 Tanner Score...178 Tanner Score Date...178

Tanner Score Number...178 Infant Apgar...178 Infant Apgar Score Time...178 Infant Apgar Score...178 Reproductive History...178 Due Date...178 Due Date confirmed, estimated, unknown...178 Fundas...178 Date of Fundus Height Growth Curve...178 Fundus Height Growth Curve Percentile...178 Mother Summary...178 Mother Gravida...178 Term Birth Number...178 Preterm Birth Number...178 Spontaneous Abortions Number...178 Induced Termination Number...178 Perinatal Deaths Number...178 Number of Children living...178 Father...178 Fathers Name...178 Fathers DOB...178 Fathers Occupation...178 Attachment...178 Attachment...178 Attachment...178 Document Attachment Date...178 Attachment Label...178 Appendix A - Code Tables...178

Objective The purpose of the Project was to create a way in which the necessary and sufficient patient information, in the absence of the entire medical record, could be transferred from one physician office system to another to support informed medical care. The objective was to define and publish a medical summary to support the business needs of physicians in providing informed medical care that is independent of the technology used to perform the transfer. The resulting Physician Office System (POS) Medical Summary is defined using existing health information standards as established by the Health Information Standards Committee of Alberta (HISCA) where possible, and has integrated the data definitions of key projects such as the Pharmacy Information Network (PIN) and Person Directory (PD). The Physician Office System Program (POSP) is currently submitting the POSP - Medical Summary for Transfer of Patient Data specification for review. The file format specification will be submitted at a later date. Project Governance The project engaged both a Steering Committee and Working Group to define the business and information requirements necessary to support informed medical care in the absence of the entire patient record in the short to mid-term. Both the Steering Committee and Working Group were comprised of physicians, and representatives from each of POSP, Alberta Health and Wellness and the Canadian Health Information Technology and Trade Association (CHITTA). In addition, the Working Group included a clinic manager, while the Steering Committee was augmented by a representative of the College of Physicians and Surgeons of Alberta. The following list identifies member involvement in the project: Project Steering Committee Chair Dr. Remo DiPalma CPSA Dr. Mike Donoff AH&W Mr. Mark Brisson CHITTA Mr. Vic Toews POSP Wayne Ingram (ex officio) Specialist Dr. R. Lewanczuk Working Group Chair Dr. Rowland Nichol Family Physicians Dr. Joe Tilley, Dr. Nigel Flook Specialists Dr. Paul Ryan, Dr. Michael Giuffre, Dr. James Stone Clinic Manager Mr. Bill Brandt CHITTA Mr. David Sinclair AH&W Mr. Steven Klar, Ms. Heather Cooper POSP Mr. Derek Bevan-Stewart The Working Group met regularly to direct and support the work of the consulting team, provide direction and review of deliverables, and to make recommendations regarding issues to be addressed. At each project milestone, the Steering Committee also met to review and discuss project deliverables, and to provide additional feedback to the Working Group and consulting team. Solution Overview In constructing a definition of the term Medical Summary, the Environmental Scan of Medical Summary Projects (completed during the initial start-up phase of this project) did not identify a significant difference in the definition of the terms medical summary and core data set. It was decided the preferred term for this project would be medical summary. Page 11 of 357

The proposed solution, the POS Medical Summary, is defined as the necessary and sufficient patient information in the absence of the entire patient record that will be transferred from one physician office system to another to support informed medical care in the short to mid-term. Data elements defined within the POS Medical Summary include: Structured Data, including, Diagnosis, Medications, Allergies, Test Results, Procedures, Encounters and Demographics; Unstructured Data, including Journal entries, Care Plans, Notes and unstructured messages. The POS Medical Summary is intended to satisfy the following business events: A physician changes vendor: By choice Because the vendor does not achieve/maintain VCUR conformance Because the vendor goes out of business Patients or physicians move: A patient moves from one physician to a physician running a different POS Physicians retire or otherwise leave a community and patients are taken up by other clinics The physician leaves a practice and joins another To mitigate any misunderstanding of scope associated with the project s name it is necessary to distinguish between the terms data transfer, data conversion and data archiving : Data transfer refers to a one-way movement of data from one location to another. In this case, the transfer of patient data is the one-way movement of patient data from one physician office system to another by way of export and import through the use of a standardized file format. Data conversion refers to the process of converting data stored in one format to another format, usually within the same systems environment. Data archiving refers to the process of storing data for long-term retention, regardless of whether the storage is within the system or external to the system (e.g. on removable media). Out of Scope The scope of the project did not consider: Transferring the entire patient record between physicians POS; Conversion of an entire patient record from one POS to another; The extension of the Medical Summary to encompass patient referral; Provincial booking services (wait list registry); Defining the transmission of the data; Issues related to the continued accessibility of full patient records stored in a previous POS; Issues related to data archiving; or Administrative issues such as how to arrange this information or how the information can be informed with additional knowledge. Approach to Designing the POS Medical Summary A consulting team supported the project Working Group in the development of the deliverables, with oversight and review of the Steering Committee. The following provides a summary of the approach to developing the POS Transfer Medical Summary: Phase I Environmental Scan An environmental scan was conducted to gather relevant information pertaining to core data set projects occurring across Canada and Internationally. The scan included examining the processes undertaken to develop medical summaries/core date sets and capturing the lessons learned from these projects. This Page 12 of 357

information provided the Working Group the foundation to build on existing work while promoting innovation in the design of the MS to meet the needs of Alberta s physicians. The environmental scan was completed by performing web searches and procuring publicly available documentation on key CDS projects (see list below). The consulting team also contacted the project sponsors and/or authorities of other CDS/MS projects to gather information directly from project participants. The following projects were included as part of the environmental scan: Ontario ephysician Project (epp) COMPETE II CDS Continuity of Care Record (US) Alberta- Continuing Care and the Emergency Patient Record CDS projects, BC ems Project (VIHA and British Columbia Ministry of Health), and The GP2GP (UK). Where possible, data structure and content standards were associated with medical summary data elements. Effort was made to utilize existing HISCA data sets and individual data elements currently approved or in draft. This would ensure consistency in the event that the POSP pursue acceptance of the Medical Summary as a HISCA standard and work with POS vendors to ensure that the medical summary file structure and format can be more easily incorporated into the Alberta health system as a whole. Page 13 of 357

Phase II Design of Core Data Set The steps in this Phase included: Defining the business requirements for transferring patient information to support a one-time transfer. This step was achieved through 2 separate facilitated sessions with members of the Project Working Group. Defining/validating the business processes/events and models associated with the transfer of patient data. The event models mirror the models presented in the POS to POS Interface Feasibility Study, illustrating all parties to the transfer event and the required processes within the clinic. Developing a MS generic template; choosing a vocabulary by defining/confirming the level of detail for structured and unstructured fields, standard definitions and codes (e.g. International Classification of Diseases ICD 9/10). Defining the variables of interest to the MS in meeting the business requirements (based on the event models and input from the Working Group about what is required for the continuum of care). Developing unified terminologies that constitute the universe of values for each variable of interest and that can be used to document clinical care. Developing a core data set straw model. Seeking wider consultation and feedback on the MS with the assistance of relevant bodies (Alberta Medical Association and HISCA), and Revising the MS, as required, based on feedback from the consultation exercise. The design of the POS Medical Summary was a consensus driven process by the Working Group, supported through the work of the Consulting Team and the Direction of the Steering Committee. Page 14 of 357

Business Model Medical Summary for Transfer of Patient Data Document Header Document Sender Document Receiver Patient Patient Identification Patient Contact Patient Emergency Contact Stakeholder Identification Patient Address Patient Name Patient Telecommunication Patient Record Provider Encounter Social History Family History Alert Plan of Care Allergy Procedure Device Condition/Diagnosis/ Problem Medical Laboratory Medication Immunization Immunization Series Developmental History Reproductive History Quantitative Observation Infant Apgar Pregnancy History Blood Pressure Pregnancy Summary Height Attachment Mother Summary Weight Father Waist Mini Mental Page 15 of 357

Compound Name Medical Summary for Transfer of Patient Data Component Name Document Header Document Sender Document Receiver Patient Submission Submitting Organization POSP Standard Reference Definition Page 16 of 357

Compound Name Document Header Parent Compound Name Medical Summary for Transfer of Patient Data Component Name Date/Time of Transmission Purpose Comment Submission Submitting Organization POSP Standard Reference Definition Page 17 of 357

Data Element Name Date/Time of Transmission Compound Name Document Header Standard Reference Definition Time and date that the Medical Summary for Transfer of Patient Data was sent C 15 Obligation R YYYYMMDD HHMMSS Page 18 of 357

Data Element Name Purpose Compound Name Document Header Standard Reference Definition Describes purpose for the creation of the Medical Summary for Transfer of Patient Data C 250 Obligation RE Changed POS Retired Moved Practice Patient changed physician Page 19 of 357

Data Element Name Comment Compound Name Document Header Standard Reference Definition Comments to capture any contextual information regarding the service from the Health Service Provider. C 1000 Obligation RE Page 20 of 357

Compound Name Document Sender Parent Compound Name Medical Summary for Transfer of Patient Data Component Name Participant Role Document Sender Identification Document Sender Name Document Sender Organization Document Sender Address Document Sender Telecommunication Submission Submitting Organization POSP Standard Reference Definition Information regarding the person/organization that is sending the Medical Summary for Transfer of Patient Data Page 21 of 357

Data Element Name Participant Role Compound Name Document Sender Standard Reference AHEAD Definition Recognized roles for people who participate in events affecting the health of people. People and organizations can have many roles at the same time and often play different roles at different times. Defines roles recognized by the health system that participate in events affecting the health of people. Roles are names assigned to groups of responsibilities. C 4 Obligation R Role Table Page 22 of 357

Compound Name Document Sender Identification Parent Compound Name Document Sender Component Name Stakeholder Identifier Stakeholder ID Stakeholder Assigning Authority Stakeholder ID Domain Submission Submitting Organization POSP Standard Reference Definition Page 23 of 357

Data Element Name Stakeholder Identifier Compound Name Document Sender Identification Standard Reference HISCA: SDDS version 2.2 Definition A string of alphanumeric characters assigned to a person, organization. This string of characters is unique for a unique combination of ID + ID Domain. C 15 Obligation R The standard way to represent the ULI (Alberta) in print or display medium is as follows: 99999-9999 Page 24 of 357

Data Element Name Stakeholder ID Compound Name Document Sender Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that represents the kind of identification (ID) scheme for the identifier. C 4 Obligation R Identifier Table Page 25 of 357

Data Element Name Stakeholder Assigning Authority Compound Name Document Sender Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that identifies the issuer of the identifier. C 6 Obligation R Assigning Authority Table Page 26 of 357

Data Element Name Stakeholder ID Domain Compound Name Document Sender Identification Standard Reference HISCA: SDDS version 2.2 Definition A code, which represents the specific sphere of control under which the identifier is included (i.e. what is the set of identifiers included). C 6 Obligation R Page 27 of 357

Compound Name Document Sender Name Parent Compound Name Document Sender Component Name Person Name Prefix Given Name Middle Name Family Name Designation Submission Submitting Organization POSP Standard Reference Definition Page 28 of 357

Data Element Name Person Name Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of name. C 4 AAAA Obligation RE Name Table Page 29 of 357

Data Element Name Prefix Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition The honourific or salutation that precedes the name C 5 Obligation RE Following the Canadian press stylebook as the preferred format Prefix Table Page 30 of 357

Data Element Name Given Name Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition The first name of a Person C 50 Obligation RE Page 31 of 357

Data Element Name Middle Name Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition The other given name of a person C 50 Obligation RE Page 32 of 357

Data Element Name Family Name Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition The full surname or family name of a person C 50 Obligation R Last Name Page 33 of 357

Data Element Name Designation Compound Name Document Sender Name Standard Reference HISCA: SDDS version 2.2 Definition A person's education and / or profession designation C 15 Obligation RE HISCA standardizes on the Short Designation. The Short Designation is the abbreviated version of the education and / or profession designation. Multiple Designations may be applicable to one individual. In order to facilitate accurate and consistent interchange of information, the Health Information Standards Committee for Alberta (HISCA) attempts to standardize the possible values for the designations that may be associated with an individual. For this reason, HISCA supplies a list of standardized abbreviations that should be used when any of the designation applies. This list of abbreviations is not exhaustive and where it is insufficient, an abbreviation of the stakeholder s choice can be entered. If a prefix [suffix or designator] is found to be used with some frequency, the abbreviation may then be submitted to HISCA for inclusion in the standard. Designation Table Page 34 of 357

Compound Name Document Sender Organization Parent Compound Name Document Sender Component Name Organization Name Organization Name Submission Submitting Organization POSP Standard Reference Definition Page 35 of 357

Data Element Name Organization Name Compound Name Document Sender Organization Standard Reference HISCA: SDDS version 2.2 Definition The label by which an organization is known and communicated with. C Obligation R 200 Page 36 of 357

Data Element Name Organization Name Compound Name Document Sender Organization Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of organization name. C 4 Obligation R Name Table Page 37 of 357

Compound Name Document Sender Address Parent Compound Name Document Sender Component Name Address Usage Unit Identifier Unit Designator Street Number Street Number Suffix Street Name Street Street Direction Municipality Province Code Country Name Postal Code Foreign Postal Code Submission Submitting Organization POSP Standard Reference Definition Page 38 of 357

Data Element Name Address Usage Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition A code designating the manner of address for an organization or person. C 4 Obligation RE Address Usage Table Page 39 of 357

Data Element Name Unit Identifier Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition The "Unit Identifier" is the number or name of a specific unit contained within a building or complex, as assigned by that building or complex C 6 Obligation RE Page 40 of 357

Data Element Name Unit Designator Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition The Unit Designator indicates the type of specific unit contained within a building or complex. C 6 Obligation RE Unit Designator Table Page 41 of 357

Data Element Name Street Number Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official street number assigned to an address by a municipality. C 6 Obligation RE Page 42 of 357

Data Element Name Street Number Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official street number assigned to an address by a municipality. This data element is conditional on the presence of a Street Number, element number 9.2.5. C 6 Obligation R Page 43 of 357

Data Element Name Street Number Suffix Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition The Street Number Suffix is any alphabetic character, fraction or other text that may appear after the street number). This data element is conditional on the presence of a Street Number, element number 9.2.5. C 1 Obligation RE Street Number Suffix Table Page 44 of 357

Data Element Name Street Name Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official name of a roadway or artery recognized by a municipality. C 30 Obligation RE Page 45 of 357

Data Element Name Street Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition The Street is the designation given to the street. Street s are provided by the Municipality. This data element is conditional on the presence of a Street Number, element number 9.2.5. C 6 Obligation R Street Table Page 46 of 357

Data Element Name Street Direction Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition This is the direction or location indicator added to a street name. C 2 AA Obligation RE Street Direction Table Page 47 of 357

Data Element Name Municipality Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition A municipality is any city, town or village in Canada that is recognized as a valid mailing address by Canada Post. C 30 Obligation RE Page 48 of 357

Data Element Name Province Code Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition An administrative district or division of Canada used by Canada Post in the delivery of mail. C 2 AA Obligation RE Province Code Table Page 49 of 357

Data Element Name Country Name Compound Name Document Sender Address Standard Reference ISO 3166-1 and 3166-3 Definition This is the code of the country associated with the address, and is required for addresses outside of Canada. C 3 Obligation RE Country Code Table Page 50 of 357

Data Element Name Postal Code Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition A group of figures or letters and figures which are added to a postal address to assist sorting. C 6 Obligation R ANANAN Approved Postal Codes from Canada Post. ANA NAN where A indicates an uppercase alphabetic character (A through Z) and N indicates a numeric character (0 through 9). Correct: T5J2N3 Incorrect: T5J 2N3 T5J-2N3 T5J 3R7 Page 51 of 357

Data Element Name Foreign Postal Code Compound Name Document Sender Address Standard Reference HISCA: SDDS version 2.2 Definition This is a non-canadian postal code. C 15 Obligation RE Page 52 of 357

Compound Name Document Sender Telecommunication Parent Compound Name Document Sender Component Name Area Code Telecom Local Number Telecom Telecom Usage Email Address Website Address Submission Submitting Organization POSP Standard Reference Definition Page 53 of 357

Data Element Name Area Code Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code that further subdivides an international telecommunication zone into unique areas within zone used to expedite the routing of telecommunication message to the desired place within the zone. C 5 Obligation R Page 54 of 357

Data Element Name Telecom Local Number Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition The number assigned to a telephone subscriber (unique within an area), to make connections to their telephone. C 10 Obligation R Page 55 of 357

Data Element Name Telecom Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of equipment used by an organization or person for telecommunication. C 4 Obligation RE More than one phone type may be registered for a stakeholder (person or organization) Telecom Table Page 56 of 357

Data Element Name Telecom Usage Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code designating the manner of a telecommunication for an organization or person. C 4 AAAA Obligation RE More than one phone usage may be registered for a stakeholder (person or organization). Telecom Usage Table Page 57 of 357

Data Element Name Email Address Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition An alphanumeric term that identifies the electronic mailbox or storage area to which messages can be delivered over a network. C 250 Obligation RE Page 58 of 357

Data Element Name Website Address Compound Name Document Sender Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition The address of a computer or a document on the Internet that consists of a communications protocol followed by a colon and two slashes (as http://), the identifier of a computer (as www.mw.com) and usually a path through a directory to a file of a stakeholder in Alberta's Health System. A web address is also called a uniform resource locator, or universal resource locator. C 150 Obligation RE Page 59 of 357

Compound Name Document Recipient Parent Compound Name Medical Summary for Transfer of Patient Data Component Name Participant Role Document Recipient Identification Document Recipient Name Document Recipient Address Document Recipient Telecommunication Submission Submitting Organization POSP Standard Reference Definition Information regarding the person/organization that is receiving the MS Page 60 of 357

Data Element Name Participant Role Compound Name Document Recipient Standard Reference AHEAD Definition Recognized roles for people who participate in events affecting the health of people. People and organizations can have many roles at the same time and often play different roles at different times. Defines roles recognized by the health system that participate in events affecting the health of people. Roles are names assigned to groups of responsibilities. C 4 Obligation R Role Table Page 61 of 357

Compound Name Document Recipient Identification Parent Compound Name Document Recipient Component Name Stakeholder Identifier Stakeholder ID Stakeholder Assigning Authority Stakeholder ID Domain Submission Submitting Organization POSP Standard Reference Definition Page 62 of 357

Data Element Name Stakeholder Identifier Compound Name Document Recipient Identification Standard Reference HISCA: SDDS version 2.2 Definition A string of alphanumeric characters assigned to a person, organization. This string of characters is unique for a unique combination of ID + ID Domain. C 15 Obligation R Sets for each comprise the identification strings assigned by the ID Assigning Authority for each. Page 63 of 357

Data Element Name Stakeholder ID Compound Name Document Recipient Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that represents the kind of identification (ID) scheme for the identifier. C 4 Obligation R Identifier Table Page 64 of 357

Data Element Name Stakeholder Assigning Authority Compound Name Document Recipient Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that identifies the issuer of the identifier. C 6 Obligation R Assigning Authority Table Page 65 of 357

Data Element Name Stakeholder ID Domain Compound Name Document Recipient Identification Standard Reference HISCA: SDDS version 2.2 Definition A code, which represents the specific sphere of control under which the identifier is included (i.e. what is the set of identifiers included). C 6 Obligation R Domain Table Page 66 of 357

Compound Name Document Recipient Name Parent Compound Name Document Recipient Component Name Person Name Prefix Given Name Middle Name Family Name Designation Submission Submitting Organization POSP Standard Reference Definition Page 67 of 357

Data Element Name Person Name Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of name. C 4 AAAA Obligation RE Name Table Page 68 of 357

Data Element Name Prefix Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition The honourific or salutation that precedes the name C 5 Obligation RE Prefix Table Page 69 of 357

Data Element Name Given Name Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition The first name of a Person C 50 Obligation RE Page 70 of 357

Data Element Name Middle Name Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition The other given name of a person C 50 Obligation RE Page 71 of 357

Data Element Name Family Name Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition The full surname or family name of a person C 50 Obligation R Last Name Page 72 of 357

Data Element Name Designation Compound Name Document Recipient Name Standard Reference HISCA: SDDS version 2.2 Definition A person's education and / or profession designation C 15 Obligation RE In order to facilitate accurate and consistent interchange of information, the Health Information Standards Committee for Alberta (HISCA) attempts to standardize the possible values for the designations that may be associated with an individual. For this reason, HISCA supplies a list of standardized abbreviations that should be used when any of the designation applies. This list of abbreviations is not exhaustive and where it is insufficient, an abbreviation of the stakeholder s choice can be entered. If a prefix [suffix or designator] is found to be used with some frequency, the abbreviation may then be submitted to HISCA for inclusion in the standard. Designation Table Page 73 of 357

Compound Name Document Recipient Address Parent Compound Name Document Recipient Component Name Address Usage Unit Identifier Unit Designator Street Number Street Number Suffix Street Name Street Street Direction Municipality Province Code Country Name Postal Code Foreign Postal Code Submission Submitting Organization POSP Standard Reference Definition Page 74 of 357

Data Element Name Address Usage Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition A code designating the manner of address for an organization or person. C 4 Obligation RE Address Usage Table Page 75 of 357

Data Element Name Unit Identifier Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition The "Unit Identifier" is the number or name of a specific unit contained within a building or complex, as assigned by that building or complex C 6 Obligation RE Page 76 of 357

Data Element Name Unit Designator Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition The Unit Designator indicates the type of specific unit contained within a building or complex. C 6 Obligation RE Unit Designator Table Page 77 of 357

Data Element Name Street Number Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official street number assigned to an address by a municipality. This data element is conditional on the presence of a Street Number, element number 9.2.5. C 6 Obligation R Page 78 of 357

Data Element Name Street Number Suffix Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition The Street Number Suffix is any alphabetic character, fraction or other text that may appear after the street number). C 1 Obligation RE Street Number Suffix Table Page 79 of 357

Data Element Name Street Name Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official name of a roadway or artery recognized by a municipality. C 30 Obligation RE Page 80 of 357

Data Element Name Street Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition The Street is the designation given to the street. Street s are provided by the Municipality. C 6 Obligation R Street Table Page 81 of 357

Data Element Name Street Direction Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the direction or location indicator added to a street name. C 2 AA Obligation RE Street Direction Table Page 82 of 357

Data Element Name Municipality Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition A municipality is any city, town or village in Canada that is recognized as a valid mailing address by Canada Post. C 30 Obligation RE Page 83 of 357

Data Element Name Province Code Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition An administrative district or division of Canada used by Canada Post in the delivery of mail. C 2 AA Obligation RE Province Code Table Page 84 of 357

Data Element Name Country Name Compound Name Document Recipient Address Standard Reference ISO 3166-1 and 3166-3 Definition This is the code of the country associated with the address, and is required for addresses outside of Canada. C 3 Obligation RE Country Code Table Page 85 of 357

Data Element Name Postal Code Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition A group of figures or letters and figures which are added to a postal address to assist sorting. C 6 Obligation R ANANAN Approved Postal Codes from Canada Post. ANA NAN where A indicates an uppercase alphabetic character (A through Z) and N indicates a numeric character (0 through 9). Correct: T5J2N3 Incorrect: T5J 2N3 T5J-2N3 T5J 3R7 Page 86 of 357

Data Element Name Foreign Postal Code Compound Name Document Recipient Address Standard Reference HISCA: SDDS version 2.2 Definition This is a non-canadian postal code. C 15 Obligation RE Page 87 of 357

Compound Name Document Recipient Telecommunication Parent Compound Name Document Recipient Component Name Area Code Telecom Local Number Telecom Telecom Usage Submission Submitting Organization POSP Standard Reference Definition Page 88 of 357

Data Element Name Area Code Compound Name Document Recipient Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code that further subdivides an international telecommunication zone into unique areas within zone used to expedite the routing of telecommunication message to the desired place within the zone. C 5 Obligation R Page 89 of 357

Data Element Name Telecom Local Number Compound Name Document Recipient Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition The number assigned to a telephone subscriber (unique within an area), to make connections to their telephone. C 10 Obligation R Page 90 of 357

Data Element Name Telecom Compound Name Document Recipient Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of equipment used by an organization or person for telecommunication. C 4 Obligation RE Telecom Table Page 91 of 357

Data Element Name Telecom Usage Compound Name Document Recipient Telecommunication Standard Reference HISCA: SDDS version 2.2 Definition A code designating the manner of a telecommunication for an organization or person. C 4 AAAA Obligation RE More than one phone usage may be registered for a stakeholder (person or organization). Telecom Usage Table Page 92 of 357

Compound Name Patient Parent Compound Name Medical Summary for Transfer of Patient Data Component Name Patient Identification Patient Contact Information Patient Emergency Contact Information Patient Record Submission Submitting Organization POSP Standard Reference Definition Page 93 of 357

Compound Name Patient Identification Parent Compound Name Patient Component Name Stakeholder Identifier Stakeholder ID Stakeholder Assigning Authority Stakeholder ID Domain Submission Submitting Organization POSP Standard Reference Definition Sets for each comprise the identification strings assigned by the ID Assigning Authority for each. The ULI ( Unique Lifetime Identifier) is a unique and permanent number assigned to all persons and organizations with a vested interest in the health system of Alberta. This includes all Alberta residents, residents of other provinces who receive health services. Provincial Health Number: This is the identifier indicating an individual is eligible for basic health services from a designated province. Clinic Chart #: # of the Chart as it is listed within the physicians practice. As patients may have several charts with associated numbers, the Stakeholder ID describes the chart association with number: radiology chart, confidential chart, mental health chart, etc. Page 94 of 357

Data Element Name Stakeholder Identifier Compound Name Patient Identification Standard Reference HISCA: SDDS version 2.2 Definition A string of alphanumeric characters assigned to a person, organization. C 15 Obligation R Page 95 of 357

Data Element Name Stakeholder ID Compound Name Patient Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that represents the kind of identification (ID) scheme for the identifier. C 4 Obligation R Identifier Table Page 96 of 357

Data Element Name Stakeholder Assigning Authority Compound Name Patient Identification Standard Reference HISCA: SDDS version 2.2 Definition This is a code that identifies the issuer of the identifier. C 6 Obligation R Assigning Authority Table Page 97 of 357

Data Element Name Stakeholder ID Domain Compound Name Patient Identification Standard Reference HISCA: SDDS version 2.2 Definition A code, which represents the specific sphere of control under which the identifier is included (i.e. what is the set of identifiers included). C 6 Obligation R Domain Table Page 98 of 357

Data Element Name Date of Birth Compound Name Patient Standard Reference Definition The Patient s birth date as supplied by the Primary Data Source. C 8 Obligation RE YYYYMMDD Page 99 of 357

Data Element Name Gender Compound Name Patient Standard Reference HISCA: SDDS version 2.2 Definition A code depicting the administrative sex of the person as reported on registration. C 1 Obligation RE Gender Table Page 100 of 357

Compound Name Patient Name Parent Compound Name Patient Identification Component Name Person Name Prefix First Given Second Given Family Name Submission Submitting Organization POSP Standard Reference Definition Page 101 of 357

Data Element Name Person Name Compound Name Patient Name Standard Reference HISCA: SDDS version 2.2 Definition A code designating the type of name. C 4 AAAA Obligation RE A person may be known by more than one name at the same time or over time Name Table Page 102 of 357

Data Element Name Prefix Compound Name Patient Name Standard Reference HISCA: SDDS version 2.2 Definition A title used by the person, e.g. Mr., Mrs., Ms., Dr. C 50 Text Obligation RE Prefix Table Page 103 of 357

Data Element Name First Given Compound Name Patient Name Standard Reference HISCA: SDDS version 2.2 Definition A person's first name. C 50 Text Obligation RE Page 104 of 357

Data Element Name Second Given Compound Name Patient Name Standard Reference HISCA: SDDS version 2.2 Definition A person's second or middle name. C 50 Text Obligation RE Page 105 of 357

Data Element Name Family Name Compound Name Patient Name Standard Reference HISCA: SDDS version 2.2 Definition A person's family name. C 50 Obligation R Text Page 106 of 357

Compound Name Patient Contact Information Parent Compound Name Patient Component Name Patient Address Patient Telecommunication Submission Submitting Organization POSP Standard Reference Definition Page 107 of 357

Compound Name Patient Address Parent Compound Name Patient Contact Information Component Name Address Usage Unit Identifier Unit Designator Street Number Street Number Street Number Suffix Street Name Street Street Direction Municipality Province Code Country Name Postal Code Foreign Postal Code Submission Submitting Organization POSP Standard Reference Definition Page 108 of 357

Data Element Name Address Usage Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition A code designating the manner of address for an organization or person. C 4 Obligation RE Address Usage Table Page 109 of 357

Data Element Name Unit Identifier Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition The "Unit Identifier" is the number or name of a specific unit contained within a building or complex, as assigned by that building or complex C 6 Obligation RE Page 110 of 357

Data Element Name Unit Designator Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition The Unit Designator indicates the type of specific unit contained within a building or complex. C 6 Obligation RE Unit Designator Table Page 111 of 357

Data Element Name Street Number Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official street number assigned to an address by a municipality. C 6 Obligation RE Page 112 of 357

Data Element Name Street Number Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official street number assigned to an address by a municipality. This data element is conditional on the presence of a Street Number, element number 9.2.5. C 6 Obligation R Page 113 of 357

Data Element Name Street Number Suffix Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition The Street Number Suffix is any alphabetic character, fraction or other text that may appear after the street number). This data element is conditional on the presence of a Street Number, element number 9.2.5. C 1 Obligation RE Street Number Suffix Table Page 114 of 357

Data Element Name Street Name Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the official name of a roadway or artery recognized by a municipality. C 30 Obligation RE Page 115 of 357

Data Element Name Street Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition The Street is the designation given to the street. Street s are provided by the Municipality. C 6 Obligation R Street Table Page 116 of 357

Data Element Name Street Direction Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition This is the direction or location indicator added to a street name. C 2 AA Obligation RE Street Direction Table Page 117 of 357

Data Element Name Municipality Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition A municipality is any city, town or village in Canada that is recognized as a valid mailing address by Canada Post. C 30 Obligation RE Page 118 of 357

Data Element Name Province Code Compound Name Patient Address Standard Reference HISCA: SDDS version 2.2 Definition An administrative district or division of Canada used by Canada Post in the delivery of mail. C 2 Obligation RE Province Code Table Page 119 of 357

Data Element Name Country Name Compound Name Patient Address Standard Reference ISO 3166-1 and 3166-3 Country Code Definition This is the code of the country associated with the address, and is required for addresses outside of Canada. C 3 Obligation RE Country Code Table Page 120 of 357