The system SHOULD provide the ability to capture provider-generated PHR Account Holder -specific care plan regimens and/or treatments (e.g., information regarding orders, therapies, wound care, or habit changes).

The system SHOULD provide the ability to track updates to the PHR Account Holder's care plans, regimens, and treatments (e.g., including information regarding authors, creation date, version history, references, and sources as available).

The system SHOULD provide the ability to present care and treatment plans captured from providers in their original format.

The system SHOULD provide the ability to present a list of care plans and instructions indexed by provider, problem, and date.

The system SHOULD provide the ability to manage care and treatment plans captured from provider(s) with tasks, alerts, reminders, and calendar entries.

The system MAY capture compliance with provider-generated care plans and render notifications or alerts to the PHR Account Holder when the PHR Account Holder is out of compliance.

The system MAY transmit out-of-compliance notifications or alerts to the originating provider and/or to a person who is acting in the role of a provider (e.g., a registered dietitian/nutritionist who creates and signs a diet-order).

The system SHOULD provide the ability to maintain decision support recommendations for care plans and treatment protocols that are sensitive to the context of PHR Account Holder data (e.g., peak flow, weight, blood pressure, food preferences).

The system MAY provide the ability to analyze potentially conflicting decision support recommendations for care plans and treatment protocols (including self-generated care-plans) and present those potentially conflicting decision support recommendations for care plans and treatment protocols (e.g., if a provider-generated diabetic foot treatment plan recommends 20 days between formal examinations and an automated PHR system decision support module recommends 90 days between formal examinations, then the provider should be informed of the conflicting recommendations).

IF the systemhas determined that potentially conflicting decision support recommendations for care plans and treatment protocols, THEN the system MAY provide the ability to transmit a request to a provider to harmonize those potentially conflicting decision support recommendations for care plans and treatment protocols.

The system MAY provide the ability to capture order details for the PHR Account Holder in a manner that promotes understanding and compliance with an order.

The system SHOULD provide the ability to capture externally-sourced (care plan -related) instructions or references to documents containing those instructions.

The system SHOULD provide the ability to capture details on further care such as follow up, return visits, and appropriate timing of further care.

The system MAY provide the ability to manage multiple care plans, treatment plans, or health activities (including those care plans, treatment plans, or health activities that are self-generated) according to user preferences and/or consents, organizational policy, and/or jurisdictional law.