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EpisodeOfCare — Longitudinal follow-up

A maternity journey, an oncology pathway, a transplant follow-up, a dialysis program: EpisodeOfCare groups the Encounters of a long care pathway tied to a condition or program.

Purpose

EpisodeOfCare answers: "which Encounters belong to the same care pathway?". Where Encounter models a one-off stay or visit, EpisodeOfCare groups every Encounter related to a condition or program: all maternity visits, all oncology hospitalisations, all sessions of a rehab program.

In the EHR, it's the equivalent of the specialty file or the cross-cutting record.

Key fields

FieldTypeCardinalityRole
identifierIdentifier[]0..*External identifiers.
statuscode1..1Mandatory. planned | waitlist | active | onhold | finished | cancelled | entered-in-error.
statusHistoryBackboneElement[]0..*Status history.
typeCodeableConcept[]0..*Episode type.
reasonBackboneElement[]0..*Medical reasons (R5).
diagnosisBackboneElement[]0..*Primary/secondary diagnoses.
subjectReference(Patient | Group)1..1Mandatory. Pathway subject.
managingOrganizationReference(Organization)0..1Lead Organization.
periodPeriod0..1Pathway duration.
referralRequestReference(ServiceRequest)[]0..*Initial referral requests.
careManagerReference(Practitioner | PractitionerRole)0..1Pathway lead (case manager).
teamReference(CareTeam)[]0..*Involved teams (R5).
accountReference(Account)[]0..*Linked financial account(s).

JSON example

Home-and-community-care (HACC) pathway for a diabetic patient, started January 2026, associated care team and billing account:

json episodeofcare-example.json
{
  "resourceType": "EpisodeOfCare",
  "id": "example",
  "identifier": [{
    "system": "http://example.org/sampleepisodeofcare-identifier",
    "value": "123"
  }],
  "status": "active",
  "statusHistory": [
    { "status": "planned", "period": { "start": "2026-01-01", "end": "2026-01-15" } },
    { "status": "active",  "period": { "start": "2026-01-15" } }
  ],
  "type": [{
    "coding": [{
      "system": "http://terminology.hl7.org/CodeSystem/episodeofcare-type",
      "code": "hacc",
      "display": "Home and Community Care"
    }]
  }],
  "reason": [{
    "use": {
      "coding": [{
        "system": "http://terminology.hl7.org/CodeSystem/reason-use",
        "code": "primary-diagnosis"
      }]
    },
    "value": [{
      "concept": {
        "coding": [{
          "system": "http://snomed.info/sct",
          "code": "73211009",
          "display": "Diabetes mellitus (disorder)"
        }]
      }
    }]
  }],
  "diagnosis": [{
    "condition": [{
      "concept": {
        "coding": [{
          "system": "http://snomed.info/sct",
          "code": "44054006"
        }]
      }
    }],
    "use": {
      "coding": [{
        "system": "http://terminology.hl7.org/CodeSystem/diagnosis-role",
        "code": "CC",
        "display": "Chief complaint"
      }]
    }
  }],
  "subject": { "reference": "Patient/example" },
  "managingOrganization": { "reference": "Organization/hospital-1" },
  "period": { "start": "2026-01-15" },
  "careManager": { "reference": "Practitioner/dr-jones" },
  "team": [{ "reference": "CareTeam/example" }],
  "account": [{ "reference": "Account/example" }]
}

Common pitfalls

  • Confusing Encounter / EpisodeOfCare — an Encounter is one-off (stay, visit), an EpisodeOfCare is longitudinal and groups several Encounters via Encounter.episodeOfCare.
  • Several concurrent active EoCs — a patient may have N concurrent active EoCs (oncology + maternity + diabetes follow-up): that's expected, don't try to flatten.
  • EoC without careManager — for complex pathways, a care manager is generally expected; without one, clinical governance is unclear.
  • Status finished without period.end — inconsistent: a finished pathway MUST have an end.
  • Multiple accounts without sequencing — when several Accounts cover the EoC, make priority or business sequence explicit.