ARCHETYPE Financial summary (openEHR-EHR-EVALUATION.financial_summary.v1)

Name: Financial summary
License: http://creativecommons.org/licenses/by-sa/4.0/

ARCHETYPE ID	openEHR-EHR-EVALUATION.financial_summary.v1
Concept	Financial summary
Description	Summary information about the financial situation of an individual.
Use	Use to record summary information about the financial situation of an individual, particularly the impact on social determinants of health. Multiple instances of the CLUSTER.financial_record used within the Financial record SLOT will allow aggregation of a history of both past and present finances. The 'Last updated' data element will record the last time that the Financial summary as a whole, including individual financial records, was updated. Use to incorporate the narrative descriptions of financial history within existing or legacy clinical systems into an archetyped format, using the 'Description' data element.
Misuse	Not to be used to record information about the occupation(s) of the individual. Use the EVALUATION.occupation_summary or CLUSTER.occupation_record archetypes for this purpose.
Purpose	To record summary information about the financial situation of an individual, particularly the impact on social determinants of health.
References
Copyright	© openEHR Foundation
Authors	Author name: Silje Ljosland Bakke Organisation: Nasjonal IKT HF Email: silje.ljosland.bakke@nasjonalikt.no Date originally authored: 2017-10-09
Other Details Language	Author name: Silje Ljosland Bakke Organisation: Nasjonal IKT HF Email: silje.ljosland.bakke@nasjonalikt.no Date originally authored: 2017-10-09
OtherDetails Language Independent	{licence=This work is licensed under the Creative Commons Attribution-ShareAlike 4.0 International License. To view a copy of this license, visit http://creativecommons.org/licenses/by-sa/4.0/., custodian_organisation=openEHR Foundation, original_namespace=org.openehr, original_publisher=openEHR Foundation, custodian_namespace=org.openehr, MD5-CAM-1.0.1=61A58985E111A6D5BA0C309B9AE68492, build_uid=e310ffbe-5aaa-430e-96d0-47b48e398c4a, revision=1.0.0}
Keywords
Lifecycle	published
UID	8384e246-4f33-4ea4-a52a-994ec70ccfea
Language used	en
Citeable Identifier	1051.32.665
Revision Number	1.0.0
All	Archetype [runtimeNameConstraintForConceptName=null, archetypeConceptBinding=null, archetypeConceptDescription=Summary information about the financial situation of an individual., archetypeConceptComment=null, otherContributors=Vebjørn Arntzen, Oslo University Hospital, Norway (openEHR Editor) Silje Ljosland Bakke, Helse Vest IKT AS, Norway (openEHR Editor) Terje Bektesevic Holmlund, UiT Norges arktiske universitet, Norway SB Bhattacharyya, Sudisa Consultancy Services, India Mikkel Gaup Grønmo, FSE, Helse Nord, Norway Heather Grain, Llewelyn Grain Informatics, Australia Evelyn Hovenga, EJSH Consulting, Australia Gunnar Jårvik, Helse Vest IKT AS, Norway Heidi Koikkalainen, United Kingdom (openEHR Editor) Nils Kolstrup, Skansen Legekontor og Nasjonalt Senter for samhandling og telemedisin, Norway pirkko kortekangas, UNA oy, Finland Ronald Krawec, Alberta Health Services, Canada Liv Laugen, Oslo University Hospital, Norway, Norway (openEHR Editor) Heather Leslie, Atomica Informatics, Australia (openEHR Editor) Neranga Liyanaarachchi, Ministry of Health, Postgraduate Institute of Medicine, Sri Lanka Ian McNicoll, freshEHR Clinical Informatics, United Kingdom Andrej Orel, Marand d.o.o., Slovenia Gro-Hilde Severinsen, Norwegian center for ehealthresearch, Norway Tove Stenquist, Helseforetak, Norway Norwegian Review Summary, Nasjonal IKT HF, Norway Nyree Taylor, Ocean Informatics, Australia Susanne Trønnes, Bergen kommune, Norway John Tore Valand, Helse Bergen, Norway (openEHR Editor) Marit Alice Venheim, Helse Vest IKT, Norway (openEHR Editor), originalLanguage=en, translators= Norwegian Bokmål: Silje Ljosland Bakke, Vebjørn Arntzen, John Tore Valand, Liv Laugen, Nasjonal IKT HF, Oslo University Hospital, Helse Bergen, Oslo University Hospital, Norway, silje.ljosland.bakke@nasjonalikt.no, varntzen@ous-hf.no, john.tore.valand@helse-bergen.no, liv.laugen@ous-hf.no , subjectOfData=unconstrained, archetypeTranslationTree=null, topLevelToAshis={state=[], content=[], capabilities=[], relationships=[], activities=[], events=[], contacts=[], description=[], target=[], context=[], identities=[], protocol=[ResourceSimplifiedHierarchyItem [path=/protocol[at0010]/items[at0011], code=at0011, itemType=ELEMENT, level=2, text=Last updated, description=The date this Financial summary was last updated., comment=null, uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_DATE_TIME, bindings=null, values=, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/protocol[at0010]/items[at0012], code=at0012, itemType=SLOT, level=2, text=Extension, description=Additional information required to extend the model with local content or to align with other reference models or formalisms., comment=For example: local information requirements; or additional metadata to align with FHIR., uncommonOntologyItems=null, occurencesFormal=0.., occurencesText=Optional, repeating, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=CLUSTER, bindings=null, values=Include:* All not explicitly excluded archetypes, extendedValues=null]], other_participations=[], items=[], details=[], provider=[], source=[], ism_transition=[], data=[ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0002], code=at0002, itemType=ELEMENT, level=2, text=Description, description=Narrative description about the financial situation of the individual., comment=null, uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_TEXT, bindings=null, values=, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0003], code=at0003, itemType=ELEMENT, level=2, text=Financial security status, description=Category describing the individual's perception about their income being adequate to cover their expenses., comment=This data element is intended to screen for situations of possible financial stress which may impact the health of the individual., uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_CODED_TEXT, bindings=null, values= at0004::Secure [The individual has a sense of certainty and peace of mind about their financial situation - their income is stable and/or adequate to cover their expenses.] at0005::At risk [The individual has a sense of uncertainty about their financial situation - their income may vary and/or sometimes may not be adequate to cover their expenses.] at0006::Insecure [The individual has a sense of worry and concern about financial hardship - their income is not stable and/or not adequate to cover their expenses.] , extendedValues=null], ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0013], code=at0013, itemType=ELEMENT, level=2, text=Financial security description, description=Narrative description about the financial security status of the individual., comment=null, uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_TEXT, bindings=null, values=, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0007], code=at0007, itemType=ELEMENT, level=2, text=Main source of income, description=The main source of income for the individual., comment=For example: Paid employment; family support; student loan; and pension. Coding with a terminology is desirable, where possible., uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_TEXT, bindings=null, values=, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0008], code=at0008, itemType=SLOT, level=2, text=Financial record, description=, comment=null, uncommonOntologyItems=null, occurencesFormal=0.., occurencesText=Optional, repeating, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=CLUSTER, bindings=null, values=Include:* openEHR-EHR-CLUSTER.financial_record.v0, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/data[at0001]/items[at0009], code=at0009, itemType=ELEMENT, level=2, text=Comment, description=Additional narrative about the Financial summary not captured in other fields., comment=null, uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_TEXT, bindings=null, values=, extendedValues=null]], credentials=[]}, topLevelItems={protocol=ResourceSimplifiedHierarchyItem [path=ROOT_/protocol[at0010], code=at0010, itemType=ITEM_TREE, level=0, text=null, description=null, comment=null, uncommonOntologyItems=null, occurencesFormal=1..1, occurencesText=Mandatory, cardinalityFormal=0..1, cardinalityText=optional, subCardinalityFormal=0.., subCardinalityText=Minimum of 0 items (Cardinality: 0.., unordered), dataType=ITEM_TREE, bindings=null, values=null, extendedValues=null], data=ResourceSimplifiedHierarchyItem [path=ROOT_/data[at0001], code=at0001, itemType=ITEM_TREE, level=0, text=null, description=null, comment=null, uncommonOntologyItems=null, occurencesFormal=1..1, occurencesText=Mandatory, cardinalityFormal=0..1, cardinalityText=optional, subCardinalityFormal=1.., subCardinalityText= (Cardinality: 1.., unordered), dataType=ITEM_TREE, bindings=null, values=null, extendedValues=null]}, addHierarchyItemsTo=protocol, currentHierarchyItemsForAdding=[ResourceSimplifiedHierarchyItem [path=/protocol[at0010]/items[at0011], code=at0011, itemType=ELEMENT, level=2, text=Last updated, description=The date this Financial summary was last updated., comment=null, uncommonOntologyItems=null, occurencesFormal=0..1, occurencesText=Optional, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=DV_DATE_TIME, bindings=null, values=, extendedValues=null], ResourceSimplifiedHierarchyItem [path=/protocol[at0010]/items[at0012], code=at0012, itemType=SLOT, level=2, text=Extension, description=Additional information required to extend the model with local content or to align with other reference models or formalisms., comment=For example: local information requirements; or additional metadata to align with FHIR., uncommonOntologyItems=null, occurencesFormal=0.., occurencesText=Optional, repeating, cardinalityFormal=null, cardinalityText=null, subCardinalityFormal=null, subCardinalityText=null, dataType=CLUSTER, bindings=null, values=Include:* All not explicitly excluded archetypes, extendedValues=null]], minIndents={}, termBindingRetrievalErrorMessage=null]