Health informatics — Guidelines for self-assessment questionnaire systems

This document provides guidelines for the self-assessment questionnaire systems to be used for health. This document includes the following: — structure and components of the self-assessment questionnaire systems; — guidelines for administering and managing the self-assessment questionnaire systems; — basic data elements for interacting with the self-assessment questionnaire systems. This document does not define the contents of the self-assessment questionnaire specialised in healthcare domains or departments. The questionnaires themselves are out of the scope of this document since they are dependent on the intended purpose of the self-assessment questionnaire systems.

Informatique de santé — Lignes directrices pour les systèmes de questionnaires d'auto-évaluation

General Information

Status
Published
Publication Date
19-May-2025
Current Stage
6060 - International Standard published
Start Date
20-May-2025
Due Date
14-Feb-2026
Completion Date
20-May-2025
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ISO/TS 9166:2025 - Health informatics — Guidelines for self-assessment questionnaire systems Released:20. 05. 2025
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Technical
Specification
ISO/TS 9166
First edition
Health informatics —
2025-05
Guidelines for self-assessment
questionnaire systems
Informatique de santé — Lignes directrices pour les systèmes de
questionnaires d'auto-évaluation
Reference number
© ISO 2025
All rights reserved. Unless otherwise specified, or required in the context of its implementation, no part of this publication may
be reproduced or utilized otherwise in any form or by any means, electronic or mechanical, including photocopying, or posting on
the internet or an intranet, without prior written permission. Permission can be requested from either ISO at the address below
or ISO’s member body in the country of the requester.
ISO copyright office
CP 401 • Ch. de Blandonnet 8
CH-1214 Vernier, Geneva
Phone: +41 22 749 01 11
Email: copyright@iso.org
Website: www.iso.org
Published in Switzerland
ii
Contents Page
Foreword .iv
Introduction .v
1 Scope . 1
2 Normative references . 1
3 Terms and definitions . 1
4 Symbols and abbreviated terms. 2
5 Structure and components of self-assessment questionnaire systems (SAQS) . 2
5.1 General .2
5.2 Structure and components of SAQS .3
5.3 SAQS users .3
5.4 Components of self-assessment questionnaire systems .3
5.4.1 General .3
5.4.2 Data repository .3
5.4.3 SAQS management .4
5.4.4 Using user-specific health data .4
5.4.5 Using aggregated health data .4
5.4.6 Knowledge to support SAQS resources .5
5.5 SAQS applications .5
6 Recommended functionality of SAQS . . 5
6.1 Interface between SAQS users and SAQS .5
6.1.1 General .5
6.1.2 Providing questionnaires to SAQS users .6
6.1.3 Storing user-specific health data .7
6.1.4 Providing feedback . . .7
6.2 Interface between SAQS application and SAQS .8
6.2.1 General .8
6.2.2 Using user-specific health data .8
6.2.3 Using aggregated health data .9
7 Recommended data elements for SAQS . 9
7.1 General .9
7.2 Data elements for questionnaires . . .9
7.2.1 Purpose of using SAQS .9
7.2.2 Objective of the self-assessment .10
7.2.3 Category of the patient . .11
7.2.4 Source of questionnaires and feedback .11
7.3 Data elements for questionnaire responses . 12
7.4 Data elements for feedback . 12
Annex A (informative) Detailed description of SAQS components .13
Annex B (informative) Examples of questionnaires for SAQS . 19
Annex C (informative) Example for exchanging information from self-assessment questionnaire
using HL7 FHIR .23
Bibliography . 47

iii
Foreword
ISO (the International Organization for Standardization) is a worldwide federation of national standards
bodies (ISO member bodies). The work of preparing International Standards is normally carried out through
ISO technical committees. Each member body interested in a subject for which a technical committee
has been established has the right to be represented on that committee. International organizations,
governmental and non-governmental, in liaison with ISO, also take part in the work. ISO collaborates closely
with the International Electrotechnical Commission (IEC) on all matters of electrotechnical standardization.
The procedures used to develop this document and those intended for its further maintenance are described
in the ISO/IEC Directives, Part 1. In particular, the different approval criteria needed for the different types
of ISO documents should be noted. This document was drafted in accordance with the editorial rules of the
ISO/IEC Directives, Part 2 (see www.iso.org/directives).
ISO draws attention to the possibility that the implementation of this document may involve the use of (a)
patent(s). ISO takes no position concerning the evidence, validity or applicability of any claimed patent
rights in respect thereof. As of the date of publication of this document, ISO had not received notice of (a)
patent(s) which may be required to implement this document. However, implementers are cautioned that
this may not represent the latest information, which may be obtained from the patent database available at
www.iso.org/patents. ISO shall not be held responsible for identifying any or all such patent rights.
Any trade name used in this document is information given for the convenience of users and does not
constitute an endorsement.
For an explanation of the voluntary nature of standards, the meaning of ISO specific terms and expressions
related to conformity assessment, as well as information about ISO’s adherence to the World Trade
Organization (WTO) principles in the Technical Barriers to Trade (TBT), see www.iso.org/iso/foreword.html.
This document was prepared by Technical Committee ISO/TC 215, Health informatics.
Any feedback or questions on this document should be directed to the user’s national standards body. A
complete listing of these bodies can be found at www.iso.org/members.html.

iv
Introduction
Self-assessment questionnaire systems utilising information technology can provide a series of questions
through a survey or interview allowing the patients to check their health condition in non-clinical settings,
such as at home or in the workplace, rather than in traditional point-of-care environments. During the
COVID-19 pandemic, the necessity and effectiveness of self-assessment questionnaire systems have been
recognised, leading to adoption and utilisation in many countries. These systems provide a convenient way
for individuals to track their health and receive timely advice before visiting healthcare facilities.
With the advent of various personal health devices (PHDs), objective health measurement information is
being collected from environments outside the medical domain, such as at home or in schools, aiding in
monitoring patients on various health parameters. However, PHDs have limitations, as they are unable to
capture subjective or qualitative health status, such as mood or discomfort. Therefore, there is a need for
different methods, such as a survey-based approach, to express subjective health status.
Self-assessment questionnaire systems can store and record the individual’s subjective conditions or moods
to enable the patients to regularly monitor and assess their health condition. Through the compilation of
the recorded data, it is possible to understand the health condition and identify potential health issues
proactively. The qualitative data can ensure continuous care by healthcare providers and also enhance
preventive medicine practices.
Through the analysis of the recorded data, the self-assessment questionnaire systems can provide guidelines
on action, suitable healthcare needs, and information about local healthcare services. By aggregating inputs
from numerous users, the self-assessment questionnaire systems can generate statistical information that
is used in understanding the local disease trends and managing the supply of necessary medical resources,
thereby contributing to public health.
Therefore, the self-assessment questionnaire systems contribute to traditional healthcare, self-care,
preventive medicine, and public health. However, there is no standardized approach to the functional
elements or management aspects. The lack of standardized guidelines on the systems and data exchange
aspects leads to the fragmentation of personal/patient-centric health data, leading to difficulties in
integrating personal/patient health records. This document aims to address these issues to establish
standardized guidelines to ensure consistent configuration and interoperable data for self-assessment
questionnaire systems.
v
Technical Specification ISO/TS 9166:2025(en)
Health informatics — Guidelines for self-assessment
questionnaire systems
1 Scope
This document provides guidelines for the self-assessment questionnaire systems to be used for health. This
document includes the following:
— structure and components of the self-assessment question
...

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