OpenEHR Master CKM Mirror
Name
Financial record
Description
Details about the financial situation of an individual during a specified period of time.
Keywords
income expenses debt
Purpose
To record details about the financial situation of an individual during a specified period of time.
Use
Use to record details about the financial situation of an individual during a specified period of time.

An individual may require more than one active financial record at a time, recorded in a separate instance of this archetype.

Multiple instances of this archetype captured over time will result in the aggregation of a history of past and present financial situations.

An active, or current financial situation may be implied from a 'Date commenced' but no 'Date ceased'.

If the financial situation changes significantly, then this should be recorded in a new instance of this archetype.

This archetype has been specifically designed to be used in the 'Financial record' SLOT within the EVALUATION.financial_summary archetype, but can also be used within any other ENTRY or CLUSTER archetypes, where clinically appropriate.

These data elements are not intended to form a true and complete financial record, but have been designed only to support clinical and social care purposes.
Archetype Id
openEHR-EHR-CLUSTER.financial_record.v0
Copyright
© openEHR Foundation
Licencing
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/.
Original Author
Heather Leslie
Atomica Informatics
Date Originally Authored
2020-11-11
Language Details
Norwegian Bokmal
Silje Ljosland Bakke, John Tore Valand and Vebjørn Arntzen
Nasjonal IKT HF, Helse Bergen HF, Oslo University Hospital HF
Name Card Type Description
Name/label
0..1 DV_TEXT A name or label associated with this financial record to allow it to be distinguished from other financial records.
Comment
For example: <name of job or scholarship>.
Date commenced
0..1 DV_DATE_TIME The date when this financial period or record commenced.
Description
0..1 DV_TEXT Narrative description about the financial situation or context.
Additional details
0..* Slot (Cluster) Further details about the financial record.
Slot
Slot
Date ceased
0..1 DV_DATE_TIME The date when this financial period or record ceased.
Comment
0..1 DV_TEXT Additional narrative about the financial record not captured in other fields.
archetype (adl_version=1.4; uid=2c8491c7-dcdd-4864-b20c-4167d3d4fb43)
	openEHR-EHR-CLUSTER.financial_record.v0

concept
	[at0000]	-- Financial record
language
	original_language = <[ISO_639-1::en]>
	translations = <
		["nb"] = <
			language = <[ISO_639-1::nb]>
			author = <
				["name"] = <"Silje Ljosland Bakke, John Tore Valand and Vebjørn Arntzen">
				["organisation"] = <"Nasjonal IKT HF, Helse Bergen HF, Oslo University Hospital HF">
				["email"] = <"silje.ljosland.bakke@nasjonalikt.no / john.tore.valand@helse-bergen.no / varntzen@ous-hf.no">
			>
		>
	>
description
	original_author = <
		["name"] = <"Heather Leslie">
		["organisation"] = <"Atomica Informatics">
		["email"] = <"heather.leslie@atomicainformatics.com">
		["date"] = <"2020-11-11">
	>
	details = <
		["nb"] = <
			language = <[ISO_639-1::nb]>
			purpose = <"*To record details about the financial situation of an individual during a specified period of time. (en)">
			use = <"*Use to record details about the financial situation of an individual during a specified period of time.

An individual may require more than one active financial record at a time, recorded in a separate instance of this archetype.

Multiple instances of this archetype captured over time will result in the aggregation of a history of past and present financial situations.

An active, or current financial situation may be implied from a 'Date commenced' but no 'Date ceased'. 

If the financial situation changes significantly, then this should be recorded in a new instance of this archetype.

This archetype has been specifically designed to be used in the 'Financial record' SLOT within the EVALUATION.financial_summary archetype, but can also be used within any other ENTRY or CLUSTER archetypes, where clinically appropriate.

These data elements are not intended to form a true and complete financial record, but have been designed only to support clinical and social care purposes. (en)">
			keywords = <"*income (en)", "*expenses (en)", "*debt (en)">
			misuse = <"">
			copyright = <"© openEHR Foundation">
		>
		["en"] = <
			language = <[ISO_639-1::en]>
			purpose = <"To record details about the financial situation of an individual during a specified period of time.">
			use = <"Use to record details about the financial situation of an individual during a specified period of time.

An individual may require more than one active financial record at a time, recorded in a separate instance of this archetype.

Multiple instances of this archetype captured over time will result in the aggregation of a history of past and present financial situations.

An active, or current financial situation may be implied from a 'Date commenced' but no 'Date ceased'. 

If the financial situation changes significantly, then this should be recorded in a new instance of this archetype.

This archetype has been specifically designed to be used in the 'Financial record' SLOT within the EVALUATION.financial_summary archetype, but can also be used within any other ENTRY or CLUSTER archetypes, where clinically appropriate.

These data elements are not intended to form a true and complete financial record, but have been designed only to support clinical and social care purposes.">
			keywords = <"income", "expenses", "debt">
			misuse = <"">
			copyright = <"© openEHR Foundation">
		>
	>
	lifecycle_state = <"in_development">
	other_contributors = <>
	other_details = <
		["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">
		["references"] = <"">
		["current_contact"] = <"Heather Leslie, Atomica Informatics<heather.leslie@atomicainformatics.com>">
		["original_namespace"] = <"org.openehr">
		["original_publisher"] = <"openEHR Foundation">
		["custodian_namespace"] = <"org.openehr">
		["MD5-CAM-1.0.1"] = <"6F9BDF3349BB094BC3E70E03EBE1654F">
		["build_uid"] = <"14192aeb-d231-4948-8aa4-9e8fd4de1d2e">
		["revision"] = <"0.0.1-alpha">
	>

definition
	CLUSTER[at0000] matches {    -- Financial record
		items cardinality matches {1..*; unordered} matches {
			ELEMENT[at0001] occurrences matches {0..1} matches {    -- Name/label
				value matches {
					DV_TEXT matches {*}
				}
			}
			ELEMENT[at0002] occurrences matches {0..1} matches {    -- Date commenced
				value matches {
					DV_DATE_TIME matches {*}
				}
			}
			ELEMENT[at0003] occurrences matches {0..1} matches {    -- Description
				value matches {
					DV_TEXT matches {*}
				}
			}
			allow_archetype CLUSTER[at0004] occurrences matches {0..*} matches {    -- Additional details
				include
					archetype_id/value matches {/.*/}
			}
			ELEMENT[at0005] occurrences matches {0..1} matches {    -- Date ceased
				value matches {
					DV_DATE_TIME matches {*}
				}
			}
			ELEMENT[at0006] occurrences matches {0..1} matches {    -- Comment
				value matches {
					DV_TEXT matches {*}
				}
			}
		}
	}


ontology
	term_definitions = <
		["en"] = <
			items = <
				["at0000"] = <
					text = <"Financial record">
					description = <"Details about the financial situation of an individual during a specified period of time.">
				>
				["at0001"] = <
					text = <"Name/label">
					description = <"A name or label associated with this financial record to allow it to be distinguished from other financial records.">
					comment = <"For example: <name of job or scholarship>.">
				>
				["at0002"] = <
					text = <"Date commenced">
					description = <"The date when this financial period or record commenced.">
				>
				["at0005"] = <
					text = <"Date ceased">
					description = <"The date when this financial period or record ceased.">
				>
				["at0006"] = <
					text = <"Comment">
					description = <"Additional narrative about the financial record not captured in other fields.">
				>
				["at0003"] = <
					text = <"Description">
					description = <"Narrative description about the financial situation or context.">
				>
				["at0004"] = <
					text = <"Additional details">
					description = <"Further details about the financial record.">
				>
			>
		>
		["nb"] = <
			items = <
				["at0000"] = <
					text = <"*Financial record (en)">
					description = <"*Details about the financial situation of an individual during a specified period of time. (en)">
				>
				["at0001"] = <
					text = <"Navn/merkelapp">
					description = <"*A name or label associated with this financial record to allow it to be distinguished from other financial records. (en)">
					comment = <"*For example: <name of job or scholarship>. (en)">
				>
				["at0002"] = <
					text = <"Dato for oppstart">
					description = <"*The date when this financial period or record commenced. (en)">
				>
				["at0005"] = <
					text = <"Dato for opphør">
					description = <"*The date when this financial period or record ceased. (en)">
				>
				["at0006"] = <
					text = <"Kommentar">
					description = <"*Additional narrative about the financial record not captured in other fields. (en)">
				>
				["at0003"] = <
					text = <"Beskrivelse">
					description = <"*Narrative description about the financial situation or context. (en)">
				>
				["at0004"] = <
					text = <"Ytterligere detaljer">
					description = <"*Further details about the financial record. (en)">
				>
			>
		>
	>