This presentation describes the concepts and use of templates in openEHR clinical modelling.

1. Hildegard McNicoll
openEHR Templates in detail

2. openEHR Templates
Formal specifications defining a particular
aggregation of archetypes
For a particular clinical context or purpose
In practice creating datasets to underpin
data entry definitions
message definitions
interface definitions

3. Templates vs Forms
Template = Dataset Form = User Interface
Vital Signs Encounter (Composition), Draft Template [Internet]. UK Clinical Models, UK
Clinical Models Clinical Knowledge Manager [cited: 2016-03-09]. Available from: http://
clinicalmodels.org.uk/ckm/#showTemplate_1051.57.23
https://www.ehrscape.com/forms-demo.html

4. Archetype re-use

5. Archetype re-use
Template underpinning application

6. Archetype re-use
Issue
Weight
Blood Pressure
HbA1c
Assessment
Template underpinning application
Archetypes
used in template

7. Archetype re-use
Oximetry
Issue
Weight
Blood Pressure
HbA1c
Assessment
Template underpinning application Template underpinning application
Archetypes
used in template

8. Archetype re-use
Oximetry
Issue
Weight
Blood Pressure
HbA1c
Assessment
Template underpinning application Template underpinning application
Archetypes
used in template

9. © Ocean
Informatics 2008

10. © Ocean
Informatics 2008

11. © Ocean
Informatics 2008

12. © Ocean
Informatics 2008

13. Template examples

14. Template design - core principle
‘Aggregate’ and ‘constrain’
component archetypes to
make them fit for purpose

15. Template design - core principle
‘Aggregate’ and ‘constrain’
component archetypes to
make them fit for purpose

16. Template design I
Aggregate archetypes by filling slots
COMPOSITION at top level
SECTION, ENTRY and CLUSTER
archetypes as needed
Rename nodes to reflect local
requirements
Make some items mandatory
Make multiple occurrence items, one
occurrence only

17. Template design II
Remove unwanted items by setting
‘zero occurrence'
Reduce a choice of datatypes
Set default values
Fine-tune terminology bindings and
term lists
Fine-tune quantity ranges and units
Add annotations to nodes to better
document the template for developers
or clinical reviewers

18. Operational templates
Uploaded to CDR to validate data
against template
Used to generate concrete technical
artefacts
Template Data Object (TDO)
C# / Java class libraries
Template Data Schema (TDS)
Per-template xml schema with simple tag-
names
Auto-form generators
Template File Extract
Zips up template and associated
archetypes

19. Clinical Information models factory

20. Templates - the openEHR ‘workhorse’
“Archetypes get the glory but
templates deliver the datasets”
Key clinical endpoint
Starting point for technical artefacts
Class libraries, GUI skeletons,
Message schema
Most demand for archetyped
content from requests for datasets
Data entry forms
Diabetes shared care message
Discharge summary message

21. A worked example

26. Template Designer Walkthrough

27. Your tasks
Problem/Diagnosis
Rename Problem/Diagnosis archetype to Main Diagnosis
Constrain out everything apart from Problem/Diagnosis name
Pull in Adverse Reaction archetype
Constrain out everything apart from Substance and Manifestation
Rename Manifestation to Reaction Details and make mandatory
Medication Order
Clone Specific direction description
Rename one to Dose and the other to Frequency
Pull in Indirect Oximetry into Vital Signs section
Constrain out everything apart from ratio
Vital Signs Section
Make systolic and diastolic BP mandatory
Make all vital signs archetype single occurrence only