Personal Health Records functionality checklist

The checklist will be helpful when specifying requirements for a future PHR system. It is not intended to be a menu structure for a PHR.

Validating and verifying PHR users’ identities

Apply or self-refer for services
Book, cancel, or amend appointments
Subscribe or opt-in preferences (email, SMS, secure mail, or letter) for comms and clinical info (such as test results)
Opt-in for notification of clinical trials
Advise change of circumstances (change of address, deceased or levels of savings)
Report inaccuracy of my record or details
Procurement of care services through Digital Marketplace or Dynamic Purchasing System
Request repeat prescriptions
Surveys or questionnaires, for example Patient reported outcome measures (PROMs), Patient reported experience measures (PREMs), or Holistic needs assessment (HNA)
Payment of services (health and social care)

Key information that providers need to know about me (citizen)
Manual recording of readings from devices and applications (such as blood pressure, blood glucose, International Normalised Ratio (INR) readings or Spirometer)
Automated input from devices and applications downloaded by citizens
Automated input from devices and applications prescribed or provided by clinicians
Self-recording and monitoring, for example electronic recording of weight, diet, symptoms or mood
Self-recording diaries and journals (daily observations and symptoms)
Self-recording of goals or goal-setting (life, health, or social)
Self-recording key life events (e.g. loss of employment)
Medications, for example prescribed and self-prescribed, including vitamins
Self-recording of allergies
Self-recording of vaccinations and immunisations
Self-recording of 'end of life’ wishes or advanced care directives, such as blood transfusions, burial wishes or organ donation
Upload media (for example audio or video)

Professional health and care team (contact details)
Care plans, such as support and recovery plans, self-management action plans, or long-term condition management plans
Reviews
Test results
Diagnoses
Procedures
Prescriptions
Medications
Allergies
Alerts (including social care alerts, such as winter care plan)
Vaccinations and immunisations
Reminders (appointments, activities and tasks, or medications)
End of life wishes or advanced care directives, for example blood transfusions, burial wishes, or organ donation
Status on pathway
Waiting list status (such as procedures or transplants)
View future and historic appointments
View statement of financial account for personal budgets