The purpose is to describe the use cases and workflow scenarios for sharing a patient summary profile across solutions. Each jurisdiction may have implementation variances within the use cases. Therefore, these use cases provide examples and are not meant to be inclusive of all possible implementation choices and do not represent required implementation choices. The use cases provide high-level interactions between the Health Care Providers, their Health Records System and other Health Records Systems. Use cases provide the business description or "conversation" between the system(s) and its user(s), known as Participants. Participants can be people (e.g., health care providers, patients, etc.) or systems (e.g., EMR, EHR Repository, etc.). Please note that detailed interactions are defined in the pan-Canadian Patient Summary - Companion Guide to Reference Architecture.

Each use case will include:

  • use case scenario,
  • examples of use case triggers, pre and post conditions,
  • who the participants are (i.e., people and systems),
  • a use case diagram to provide a visual representation of the interactions between participants,
  • use case steps corresponding to the diagram and potential alternate flows; and
  • reference to the corresponding business requirements.

Use Case Index

This section includes a proposed list of use cases which were identified as being priority use cases in the pan-Canadian environmental scan. Subsequently, through collaboration with the participating Canadian jurisdictions, the use case scope was further refined into priorities for the initial releases and those which will be included in future releases.

The scope for this release of the pan-Canadian Patient Summary – Interoperability Specifications has been defined to include use cases UC-01, UC-02,UC-03, UC-04 and UC-05.

The list below includes the use case's ID, name, description, and purpose. Participating Canadian jurisdictions have identified these use cases as applicable to their Patient Summary implementation for Release 1 or beyond. 

Use Case IDUse Case NameUse Case DescriptionPurpose
UC-01HCP Creates a PS-CA

A Health Care Provider in any care setting creates a Patient Summary for use at point of care, which is made available to Patient Summary consumers.

To ensure that the most current patient information is available to other HCPs who may provide care in the future, supporting continuity of care and informed clinical decision-making. 

Provides the ability for a health care provider to share the most current information about their patient in their health records system (e.g., EMR) to a central location, where other authorized health care providers can access the patient summary. 

UC-02HCP Views/Consumes a PS-CAA Health Care Provider in any care setting , views and uses a PS-CA at the point of care.Provides the ability for authorized health care providers to request (i.e., query), retrieve and view an existing patient summary (e.g., PDF document) that has been stored in a central location (e.g., EHR). 
UC-03Patient Views/Consumes a PS-CAA Patient or Subject of Care accesses/views and can obtain a copy of their own PS-CA.

Provides the ability for patients to access and view their patient summary. 

UC-04HCP requests PS-CA on-demand 

A Health Care Provider in any care setting requests a patient summary to be created at the time of the request (i.e., on-demand), consisting of the patient's most recent health information from an available data source(s) to be used at the point of care or as part of a clinical workflow.


Provides the ability for a health care provider to generate a patient summary at the time it is requested. This means retrieving a patient’s most current health data from available sources (i.e., CDR, EHR) when needed, ensuring timely access to information for clinical decision-making and patient care.  

UC-05Patient Mediated Access and Exchange of their Patient Summary. 

A patient, via a patient-facing application, requests access to a shareable copy of their patient summary. Subsequently, the patient provides access to their patient summary via the encrypted QR code on their mobile device or by sharing a secure verifiable health link (e.g., via email) at the point of care (e.g., walk-in clinic, emergency department).  The Health Care Provider scans the QR code or accesses the verifiable health link shared by the patient, addressing any security prompts, such as entering a passcode if required, and then may proceed to view/utilize and consume the patient summary.

Provides the ability for a patient to request access to their Patient Summary for sharing with a health care provider using a QR code

  • No labels