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ID

CRC

Type

Core Requirement

Status

Alpha

Release

V3.0 - March 2023

Description

Administration and control of the patient record including the creation and management of the record.

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EPR MDF Core Capability

CRC-01.1- Longitudinal Patient Record

As a Clinical Professional,

I want a longitudinal patient record that presents all relevant information to authorised staff in an appropriate, locally configurable format,

and notifies staff/external systems of key changes (e.g. births and deaths),

So that, I see all relevant and up to date information in the patient record.

Acceptance criteria 1:

Given the need to have a patient record that presents all relevant information

When recording patient information in the patient record

Then the patient record presents all information in a locally configurable, appropriate form

Acceptance criteria 2:

Given the need to have a patient record that presents all relevant information

When notifying other staff or external systems

Then the patient record enables notification of other staff and external systems of key changes (e.g. births and deaths)

Acceptance criteria 3:

Given the need to have a patient record that presents all relevant information

When sharing patient data with appropriate other organisations or systems

Then the patient record must include the capability to anonymise, pseudonymize and reidentify the records in the receiving system record as required

Acceptance criteria 4:

Given the need to have a patient record that presents all relevant information

When editing multiple patient records

Then the patient record system allows bulk/group records to be updated

Acceptance criteria 5:

Given the need to have a patient record that presents all relevant information

When capturing clinical data

Then the patient record system, provides a configurable rules, defined rules and/or shortcuts for the capture of clinical data

Acceptance criteria 6:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 7:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Info

Supporting information

  • Patient records must be longitudinal and adhere to the relevant longitudinal patient record standards.

Application Function

Description

AF159 Configure Clinical views

This is the ability to be able to configure clinical views to present different information based upon criteria including:

  • The clinical speciality of the user

  • The presenting condition of a patient.

  • Time ranges of search results

AF158 View Patient Record (summary)

The ability to present a summary view of a patient record including pertinent information, e.g Did Not Attend (DNA), Allergies etc.

AF155 View Patient Record (current)

This is the ability to view the data and documents added to a patient record as part of the current episode.

AF156 View Patient Record (historic)

This is the ability to view the data and documents added to a patient record as part of a historic episode.

AF161 View drill downs

The ability to be able to drill down into specific parts of a clinical record

AF348 Notify key changes to patient record

The ability of the system to notify staff and other systems of significant changes to the patient record e.g. births and deaths

AF349 Longitudinal access to patient record

The ability of the system to present access to all relevant data about the patient. The data will be presented in an appropriate form given the context in which it is accessed. The appropriately authorised member of staff will be able to navigate to all data that they are authorised to access

AF350 Provide Pseudonymised Patient Data

When sharing data with external systems the system must provide the capability to de-identify, pseudonymize and re-identify records as required

Standards Compliance

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EPR MDF Core Capability

CRC-01.4 - Point of Access

As a Healthcare or Clinical Professional,

I want the patient's record information to be captured at the point of need and, by authorised staff

So that, staff do not need to take notes to be added some time later to the patient's record


Acceptance criteria 1:

Given the need to capture patient information

When treating or monitoring a patient

Then the information is added at the point of care and not at a later date

Acceptance criteria 2:

Given the need to monitor and track Patient Activation

When assessing patient activation

Then Patient Activation Measures are supported and integrated into decision support tools

Acceptance criteria 3:

Given the need for patients and service users to access a patient record

When accessing a patient record, they can in a controlled way, update information for their record

Additional Detail

  • Functionality to create, amend, display, archive, mark as confidential, merge, unmerge, link, unlink and delete care and treatment plans which can be shared electronically across are settings, with other providers and with the patient / the patient's representative.

  • Plans should support the use of Patient Activation Measures (PAMs) to monitor and track Patient Activation and to ensure that Patient Activation levels are integrated into decision support tools.

Application Function

Description

AF326 Maintain Patient Record via Mobile Device

The ability for a user to view/update a Patient medical record via a Mobile Device

AF130 Maintain Patient Record

The ability for an application to be able to select the appropriate clinical form to record care against the Patient record whilst maintaining a history of changes.

AF131 Record Clinical Notes

This is the ability to record a new clinical note against a a patient record including being able to incorporate additional data from the patient record and tag the source of the data.

AF133 Directly record observation from device

This is the ability for the application to accept an observation directly from a clinical device and store this against the patient record whilst maintaining an history of changes.

AF140 Directly record observation from device

This is the ability of an application to receive and process observations taken from an external device and incorporate into the patient medical record.

As part of recording an observation an application must be able to analyse the recorded parameters and provide a prompt to clinicians where these fall outside pre-configured ranges.

AF270 External Device Integration

The ability to collect medical data from individuals outside of a traditional care setting and incorporate within the patient care record. The data can by collected via by the individual (rekeying data into an App) or directly from a medical device.

AF132 Record Observation

This is the ability to record a new observation as structured data against a patient record whilst maintaining an history of changes.

As part of recording an observation an application must be able to analyse the recorded parameters and provide a prompt to clinicians where these fall outside pre-configured ranges.

AF276 User Authentication

The ability of an application to verify the identity of the user attempting to access the system

AF279 Role Based Access Control

The ability to grant/restrict access to functionality of the system based on user rights.

AF324 Audit access to patient record

The ability of an application to provide comprehensive audit of all user actions including:

  • All changes to patient records.

    • Decision support responses

AF129 Audit changes to Clinical Record

The ability of an application to audit all changes to a Patient medical record.

Standards Compliance

EPR MDF Core Capability

Community MDF Core Capability - CO-01.4 Care Coordination (Sharing Records)

CRC-01.5 - Sharing Records

As a Healthcare or Clinical Professional,

I want, to be able to create, amend, display, archive, mark as confidential, merge, unmerge, link, unlink and delete, multimedia (video, Images and audio) including care and treatment plans which can be shared electronically across multiple points of need, care settings and user groups.

So that, I can manage care and treatment plans and share them electronically with other health care professionals where appropriate

Acceptance criteria 1:

Given the user is sharing patient information,

When collaborating with other clinical or administrative personnel,

Then care and treatment plans can be shared electronically.

Acceptance criteria 2:

Given the patient is identified using their NHS number,

When accessing or sharing patient data,

Then all patient data must be associated with an NHS number.

Acceptance criteria 3:

Given that patient data is being processed,

When accessing or sharing patient data,

Then all appropriate information governance standards will be adhered to.

Application Function

Description

AF341 Digital Presentation of Handover Data

The system provides a digital presentation of patient data including context as part of a digital handover to enable the sharing of relevant patient data without the need for paper based handover notes

AF350 Provide Pseudonymised Patient Data

When sharing data with external data the system must provide the capability to de-identify, pseudonymize and re-identify records as required

Standards Compliance

EPR MDF Core Capability

CRC-01.6 - Sharing Records - National Record

As a Healthcare or Clinical Professional,

I want provision of access, with user and patient context, to summary care records and, integration with the National Record

So that, the summary care record can be shared nationally, regionally and locally

Acceptance criterion 1:

Given the share patient information

When creating summary care records (with user and patient context)

Then sharing summary care records with the national, regional and local organisations (including National Care Record, when available)

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Application Function

Description

AF355 Share summary patient data

the system to make summary patient records electronically accessible to services across the Trust and region and with the national care record

Standards Compliance

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EPR MDF Core Capability

CRC-01.10 - Real-time Integration

As a Healthcare or Clinical Professional,

I want a full integration of system information in real time in a format that enables interrogation. and, The data should be appropriately labelled to identify the source and validity of the data.

So that, I can view up to date information and be assured of its validity

Acceptance criteria 1:

Given the need to access up to date patient information

When administrating the patient record

Then the data is integrated in real-time and labelled (to identify source and validity)

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Additional Detail

  • Full Integration within the record of real time information from external systems (including but not limited to primary, secondary, urgent, ambulatory and social care systems, patient held records and external monitoring devices (e.g. anaesthetics and infusion devices)), subject to appropriate authentication, in a format that enables interrogation.

  • The data should be appropriately labelled to identify the source and validity of the data.

Application Function

Description

AF356 Integrated use and retrieval of patient data

The solution should be integrated such that data is retrieved at the point of use to ensure only up to date date is presented. This may include on demand retrieval of data from external systems rather than local storage of potentially stale copies

Standards Compliance

EPR MDF Core Capability

CRC-01.11 - Third Party Exporting

As a Healthcare or Clinical Professional,

I want to export data in an accessible format to authorised third parties

And produce hard copy documents with appropriate numbering and watermarks,

So that I can share information with third parties who do not necessarily have digital access

Acceptance criteria 1:

Given a user has the correct permissions,

When exporting or printing hard-copy documents,

Then the information is in an accessible format and hard copies have numbering and watermarks.

Acceptance criteria 2:

Given the patient is identified using their NHS number,

When accessing or sharing patient data,

Then all patient data must be associated with an NHS number.

Acceptance criteria 3:

Given that patient data is being processed,

When accessing or sharing patient data,

Then all appropriate information governance standards will be adhered to.

Acceptance criteria 4:

Given the need to share data with third party systems,

When sharing data,

Then the appropriate minimum dataset(s) must be used.

Additional Detail

  • Data export in an accessible format (taking into account individual trust preferences) for use by third parties (including patients) without access to the system – for example automated extracts of data for Subject User Access Requests (including redaction of entries where required).

  • This includes production of hard copy documents with appropriate page numbering and watermarks to ensure completeness and labelled “NHS Confidential Personal Data about a patient” where appropriate.

  • An appropriate digital protection impact assessment (DPIA) must be produced

Application Function

Description

AF341 Digital Presentation of Handover Data

The system provides a digital presentation of patient data including context as part of a digital handover to enable the sharing of relevant patient data without the need for paper based handover notes

AF350 Provide Pseudonymised Patient Data

When sharing data with external data the system must provide the capability to de-identify, pseudonymize and re-identify records as required

Standards Compliance

EPR MDF Core Capability

CRC-01.12 - Auditing

As a Healthcare or Clinical Professional,

I want management and audit of the patient record and, entries within the patient record

So that, I can monitor access, completeness and synchronisation

Acceptance criteria 1:

Given the need to manage and audit the patient record

When reviewing patient care (e.g. care plans, treatment/medication decisions and allergies etc)

Then the access, completeness and synchronisation can be monitored.

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Additional Detail

  • Management and audit of the patient record and entries within that record (for example care plans, treatment / medication decisions / allergies etc.) including maintaining change and audit logs that enable forensic readiness and rollback as required, monitoring of access, completeness and synchronization, decisions taken (in particular where decisions over-ride decision support alerts), archive and restoration of the record and a record of where information has been released without patient consent

Application Function

Description

AF324 Audit access to patient record

The ability of an application to provide comprehensive audit of all user actions including:

  • All changes to patient records.

  • Decision support responses

AF129 Audit changes to Clinical Record

The ability of an application to audit all changes to a Patient medical record.

Standards Compliance

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Applicable Standards

The full list of standards applicable to the secondary care setting are contained at the link below

The following standards apply more specifically to the requirements on this page

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