Assessment Overview Applet

The Assessment Overview Applet provides a configurable interface for managing various clinical assessment workflows. This page documents the FHIR resources and their relationships used to implement assessment processes.

The applet supports different assessment types through dynamic configuration, allowing healthcare facilities to customize it for their specific workflows.

Supported Assessment Types

The Assessment Overview Applet supports various clinical assessment workflows through dynamic configuration. The following table shows examples of assessment types that can be configured:

Assessment Type	System	Code	Display
Pre-Anesthesia Assessment	http://snomed.info/sct	182770003	Pre-anaesthetic assessment (procedure)

info

This list is not exhaustive. The applet can be configured to support additional assessment types based on your facility's specific workflows and requirements.

Resource Workflow

The following diagram shows how FHIR resources are connected in an assessment workflow:

Workflow explanation:

1. A ServiceRequest for the assessment is created
2. The assessment process generates Observations (relevant clinical data based on assessment type)
3. A DiagnosticReport is created to summarize the assessment findings
4. The report references the assessment ServiceRequest and includes all relevant observations

Assessment Overview Table

The overview table displays patients with pending or active assessments and their current status. The specific assessment type and displayed information depend on the configured workflow. The table columns map to FHIR resources as follows:

Patient Information

Displays patient name, gender, and date of birth.

Patient Demographics

💡Context

Basic patient identification displayed in the overview table. The name is typically shown in 'Family, Given' format.

📋FHIR Resource

Patient: Demographics and other administrative information about an individual receiving care or other health-related services.

UI Field	FHIR Path	Description	Data Type	Required	Example
Patient Name	Patient.name	A name associated with the patient	HumanName[]	No	[ { "use": "official", "family": "Doe", "given": [ "John", "Robert" ] } ]
Gender	Patient.gender	Administrative gender	code	No	male
Date of Birth	Patient.birthDate	The date of birth for the individual	date	No	1980-05-15

Common Usage: patient identification, display names, demographic data, clinical considerations, age calculation

Encounter Case ID

Unique identifier for the patient's hospital encounter/case.

Case Identifier

💡Context

The encounter identifier serves as the case number throughout the patient's hospital stay. Use the identifier with system matching your hospital's case management system.

📋FHIR Resource

Encounter: An interaction between a patient and healthcare provider(s) for the purpose of providing healthcare service(s) or assessing the health status of a patient.

UI Field	FHIR Path	Description	Data Type	Required	Example
Case ID	Encounter.identifier	Identifier(s) by which this encounter is known	Identifier[]	No	[ { "use": "official", "system": "http://hospital.example.org/encounters", "value": "ENC-2024-001234" } ]

Common Usage: case identification, encounter tracking

Patient ID

Hospital-specific patient identifier (medical record number).

Patient Identifier

💡Context

Use the identifier with 'use: official' and your hospital's patient identifier system (e.g., 'http://hospital.example.org/patients').

📋FHIR Resource

Patient: Demographics and other administrative information about an individual receiving care or other health-related services.

UI Field	FHIR Path	Description	Data Type	Required	Example
Patient ID	Patient.identifier	An identifier for this patient	Identifier[]	No	[ { "use": "usual", "system": "http://hospital.example.org/patients", "value": "123456789" } ]

Common Usage: patient identification, medical record number

Assessment Status

Current state of the assessment request.

Assessment Request Status

💡Context

The ServiceRequest tracks the assessment workflow status. Use appropriate SNOMED CT or LOINC codes in the code field to identify the specific assessment type (e.g., SNOMED CT 182770003 for pre-anaesthetic assessment).

📋FHIR Resource

ServiceRequest: A record of a request for service such as diagnostic investigations, treatments, or operations to be performed.

UI Field	FHIR Path	Description	Data Type	Required	Example
Assessment Status	ServiceRequest.status	Current state of the service request	code	Yes	active
Service Type	ServiceRequest.code	What is being requested/ordered	CodeableConcept	Yes	{ "text": "Appendectomy", "coding": [ { "system": "http://snomed.info/sct", "code": "80146002", "display": "Appendectomy" } ] }

Common Usage: workflow management, status tracking, surgery planning, procedure documentation, premedication

Status values and their meaning:

Status	UI Display
draft	Requested
active	In Progress
on-hold	On-hold
completed	Completed
revoked	Cancelled

Implementation Examples

The following examples demonstrate how to implement assessment workflows using FHIR resources. These examples use pre-anesthesia assessment as a reference case, but the same patterns apply to other assessment types.

Querying the Overview Table Data

To populate the assessment overview table, use a single FHIR query with _include parameters to fetch all related resources in one Bundle:

GET /ServiceRequest?code={assessment-code}&_include=ServiceRequest:encounter&_include:iterate=Encounter:subject

Query Parameters:

• code - Filter by assessment type code(s), can be comma-separated for multiple types
• _include=ServiceRequest:encounter - Include the referenced Encounter resources
• _include:iterate=Encounter:subject - Include the Patient resources referenced by the Encounters

Optional Parameters:

• subject:Patient.name:contains={searchString} - Filter by patient name (partial match)

This returns a Bundle containing all ServiceRequests matching the assessment code(s), along with their associated Encounters and Patients in a single response.

Creating an Assessment ServiceRequest

Example: Pre-Anesthesia Assessment

{
  "resourceType": "ServiceRequest",
  "status": "draft",
  "intent": "order",
  "code": {
    "coding": [{
      "system": "http://snomed.info/sct",
      "code": "182770003",
      "display": "Pre-anaesthetic assessment (procedure)"
    }]
  },
  "subject": { "reference": "Patient/123456" },
  "encounter": { "reference": "Encounter/ENC-2024-001234" },
  "occurrenceDateTime": "2024-03-14T10:00:00Z"
}

tip

For other assessment types, use the appropriate SNOMED CT or LOINC code in the code.coding field to identify the specific assessment type.

Referenced Resources

FHIR resources used in assessment workflows:

• Patient - Demographics and identification
• Encounter - Case/episode management
• ServiceRequest - Assessment requests and workflow tracking
• DiagnosticReport - Assessment findings and conclusions
• Observation - Detailed clinical data and measurements