Tab. 3.

Detailing of the archetype modelling steps in the SES/MG

Step	Description	Methodology	Participants	Delivered artifact	Effort
Patient’s Clinical Summary (PCS) element selection	Defining the data elements that would compose the PCS.	✓Workshops with the SES/MG internal areas; ✓Domain analysis for each identified element.	Clinical Team; Representatives from the internal areas of the SES/MG.	122 PCS data elements identified.	60 days
Identification of the Candidate Concepts	Identifying the candidate concepts that properly accommodated the data elements chosen for the Summary.	✓Discussions to identify candidate concepts; ✓Development of Mind Maps.	Clinical Team	Mind Maps including all concepts identified.	60 days
Archetype Modelling	Modelling the archetypes according to the hierarquical levels prescribed by the ISO 13606 norm.	✓Modelling the candidate concepts in accordance with the classes prescribed by the ISO 13606 norm; ✓Developing an MS Excel Spreadsheet based on the RM of ISO 13606.	Clinical Team	MS Excel spreadsheet with the Entry modelling results.	90 days
Terminology Analysis and Identification	Validating term lists, domain table, classifications and terminology to be used.	✓Analyzing applicable descriptive terminology; ✓Analyzing term lists and domain tables for data element validation; ✓Complementing the archetype modelling with the inclusion of term lists, domain tables and terminology.	Clinical Team	MS Excel spreadsheet with the Entry modelling results complemented by terminologies.	45 days
Analysis and Identification of Permanence Rules	Studying the permanence rules to be used.	✓Analyzing data element permanence rules in the PCS; ✓Complementing the archetype modelling with the inclusion of the summarization rules.	Clinical Team	MS Excel spreadsheet with the Entry modelling results complemented by permanence rules.	It was started in parallel of the Terminology Analysis – 45 days.
Existing Archetype Research	Researching existing archetypes and revising modeled Entries.	Accessing the openEHR/ CKM website and analyzing the published archetypes.	Clinical Team	Revised archetypes.	It was started in parallel of the Terminology Analysis – 45 days.
ADL Archetype Encoding	Archetype encoding in ADL	✓Studying the ADL language; ✓Archetype encoding with the use of the linkEHR RC2 editor.	PRODEMGE technical team	Archetypes encoded in ADL	45 days