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MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Solutions to these Epics and they will be evaluated via Capability Assessment. Framework Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00186 - search for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to search for Electronic Patient Records (EPRs)

So that I can find Electronic Patient Records (EPRs) for Patients

Acceptance criterion 1: search for an Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they search for an Electronic Patient Record (EPR)

Then the search results are displayed

Info

E00186 - Supporting Information

  • Demographic Information to be used to search for Electronic Patient Records (EPRs) MAY include, but are not limited to:

    • Family name

    • Given name / forename (including first or other names)

    • Preferred name/alias/also known as

    • Date of birth

    • NHS Number

    • Address

    • Postcode

    • Telephone number

    • Registration Type

    • Local Patient identifier

E00187 - search content of an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the content of an Electronic Patient Record (EPR)

So that I can view Patient information relevant to my search term

Acceptance criterion 1: search the content of an Electronic Patient Record (EPR)

Given the Health or Care Professional has permission to manage an Electronic Patient Record (EPR)

When the Health or Care Professional enters a search term

Then content that matches the search term in the Electronic Patient Record (EPR) is displayed

E00187 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Searches will include the following:

    • Using all/any combination of coded or structured data held within or linked to the Electronic Patient Record (EPR)

    • For a specified text string across both structured data (including clinical terms) and free text fields

    • For a document using classification and/or document properties (header file / document metadata)

E00188 - search the contents of documents attached to an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the contents of a document attached to an Electronic Patient Record (EPR)

So that I can view content within the document that is relevant to my search term

Acceptance criterion 1: search the contents of a document

Given there is a document attached to an Electronic Patient Record (EPR)

When the Health or Care Professional selects to search the content of a document for a specific term

Then document contents that match the search term are displayed

E00189 - print the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to print the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be printed

Acceptance criterion 1: print the Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage an Electronic Patient Record (EPR)

When the Health or Care Professional selects to print an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is printed

Info

E00189 - Supporting Information

  • When printing the Electronic Patient Record (EPR), Health or Care Professionals MAY be able to select whether to print:

    • Attached documents or a selection thereof

    • Audit Trails

E00190 - export the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to export the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be exported into an electronic file format

Acceptance criterion 1: export the Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to export an Electronic Patient Record (EPR)

When the Health or Care Professional selects to export an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is exported

Info

E00190 - Supporting Information

  • When exporting the Electronic Patient Record (EPR), Health or Care Professionals MAY be able to select whether to export:

    • Attached documents or a selection thereof

    • Audit Trails

E00191 - manage a personalised display of Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manage a personalised display for Electronic Patient Records (EPRs)

So that I have a personalised display of Electronic Patient Records (EPRs) that can be saved and applied to all Electronic Patient Records (EPRs) 

Acceptance criterion 1: create a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they select to create a personalised display for Electronic Patient Records (EPRs)

Then a personalised display is created

Acceptance criterion 2: view Electronic Patient Records (EPRs) using personalised display

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they select to view an Electronic Patient Record (EPR)

And they have created a personalised display for Electronic Patient Records (EPRs)

Then the Electronic Patient Record (EPR) is displayed with the personalised display applied

Acceptance criterion 3: amend a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to amend the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is amended

Acceptance criterion 4: delete a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to delete the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is deleted

And the default display is applied to all Patient Records the Health or Care Professional views

Info

E00191 - Supporting Information

  • Examples of Electronic Patient Record (EPR) personalisation MAY include, but are not limited to:

    • Reordering the Electronic Patient Record (EPR) content, for example chronologically or by data items

    • Filtering by groups of elements in the Electronic Patient Record (EPR), for example:

      • to only view Restricted from View Record items

      • to only view data recorded by a specific Healthcare Organisation

    • Filtering out groups of elements in the Electronic Patient Record (EPR)

    • Creating a custom subset of the Electronic Patient Record (EPR), for example:

      • a view of all data relating to a certain condition

E00192 - notifications for outstanding actions on an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be notified when there are outstanding actions on an Electronic Patient Record (EPR)

So that I am notified of the outstanding actions

Acceptance criterion 1: notification of outstanding actions

Given the Health or Care Professional is accessing the Electronic Patient Record (EPR)

When there are outstanding actions relating to the Patient

Then the Health or Care Professional is notified

Info

E00192 - Supporting Information

  • Outstanding actions MAY include, but are not limited to:

    • The incompleteness of a registration record

    • Where contact details have a status indicating that they require verification or re-verification

    • If a task is outstanding for that Patient

    • Of any outstanding Referrals

    • Of any documents with a status indicating that they are not filed or documents recorded as provisionally filed (including via a Citizen Service)

E00193 - manage Patient Related Persons

As a Health or Care Professional

I want to manage Patient Related Persons

So that there is an up to date record of Patient Related Persons 

Acceptance criterion 1: create Patient Related Persons

Given the Health or Care Professional is permitted to create a Patient Related Person

When they select to create a Patient Related Person

Then the Patient Related Person is created

Acceptance criterion 2: amend Patient Related Persons

Given the Health or Care Professional is permitted to amend a Patient Related Person

When they select to amend a Patient Related Person 

Then the Patient Related Person is amended

Acceptance criterion 3: view Patient Related Persons

Given the Health or Care Professional is permitted to view a Patient Related Person

When they select to view a Patient Related Person 

Then the Patient Related Person is displayed

Acceptance criterion 4: delete Patient Related Persons

Given the Health or Care Professional is permitted to delete a Patient Related Person

When they select to delete a Patient Related Person 

Then the Patient Related Person is deleted 

Info

E00193 - Supporting Information

  • A Patient can have multiple Related Persons, a person can be related to multiple Patients and an individual can be a Related Person of multiple types to a single Patient.

  • The types of Related Persons MAY include, but are not limited to:

    • Family member

    • Carer

    • Next of Kin

    • Cared for Individual

    • Psychiatric nurse

    • Patient's social worker

E00194 - manage Patient Problem lists

As a Health or Care Professional

I want a problem-orientated approach to recording and viewing Patient data

So that information from the Electronic Patient Record (EPR) relating to a single Problem can be viewed together

Acceptance criterion 1: add a new Problem to the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to create a new Problem for the Patient’s Problem list

Then the Problem is created on the Patient’s Problem list

Acceptance criterion 2: remove Problem from the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to remove a Problem from the Patient’s Problem list

Then the Problem is removed from the Patient’s Problem list

Info

E00194 - Supporting Information

  • Problems MAY be recorded using appropriate codes (For further information on appropriate coding see Data Standards)

  • Further guidance relating to a problem-oriented approach is available in Good Practice Guidelines for GP electronic patient records Version 4 (2011) 

E00195 - manage manual Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manually manage Patient Alerts for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals

Acceptance criterion 1: create a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to create a Patient Alert for a Patient’s Electronic Patient Record (EPR)

Then the Patient Alert is created

Acceptance criterion 2: view manual Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR)

And a manual Patient Alert is recorded for that Patient's Electronic Patient Record (EPR)

Then the Patient Alert is displayed

Acceptance criterion 3: remove a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to remove a Patient Alert from an Electronic Patient Record (EPR)

Then the Patient Alert is removed

Info

E00195 - Supporting Information

  • Examples of Patient Alerts MAY include, but are not limited to:

    • Indicating the Patient is violent

    • Indicating the Patient is on a certain chronic disease register

E00196 - manage automatic Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want Patient Alerts to be automatically displayed for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals automatically

Acceptance criterion 1: create automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to create an automatic Patient Alert for Electronic Patient Records (EPRs)

Then they can specify the criteria for the Patient Alert to be displayed

And the automatic Patient Alert is created

Acceptance criterion 2: view configuration for automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view the configuration of an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the configuration for the automatic Patient Alert is displayed

Acceptance criterion 3: amend automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to amend an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is amended

Acceptance criterion 4: view automatic Patient Alerts for Patients for Electronic Patient Records (EPRs)

Given there are automatic Patient Alerts created for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR)

And the criteria for an automatic Patient Alert is met

Then the Patient Alert is displayed for that Patient’s Electronic Patient Record (EPR)

Acceptance criterion 5: delete automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to delete an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is deleted

And is no longer displayed for Patients

E00197 - support Registrations for Private Patients

As a Health or Care Professional

I want to categorise Patients as being Private Registrations

So that I can support Private Registrations

Acceptance criterion 1: record Patient Registration Type as Private

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Registration Type can be recorded as Private

And the Patient’s individual GP can be recorded

And the Patient Registration is created

E00198 - support Registrations for Other Services

As a Health or Care Professional

I want to categorise Patients as Registered for Other Services

So that I can support Registrations for Other Services

Acceptance criterion 1: record Patient Registration Type as Other Services

Given the Healthcare Organisation is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Patient’s Registration Type can be recorded as Other Services

And the Patient’s individual GP can be recorded

And the Patient Registration is created

Info

E00198 - Supporting Information

  • Examples of Registrations for Other Services MAY include, but are not limited to:

    • Enhanced services

    • Locally commissioned services

  • Further information on Patient Registration Types and Other Services can be found in the GP Contract

E00199 - manage Subject Access Request (SAR) requests

As a Health or Care Professional

I want to manage SAR requests

So that I can manage SAR requests

Acceptance criterion 1: create SAR requests

Given the Health or Care Professional is permitted to create SAR requests

When they select to create a SAR request

Then the SAR request is created

Acceptance criterion 2: amend SAR requests

Given the Health or Care Professional is permitted to amend SAR requests

When they select to amend a SAR request

Then the SAR request is amended

Acceptance criterion 3: view SAR requests

Given the Health or Care Professional is permitted to view SAR requests

When they select to view a SAR request

Then the SAR request is displayed

Acceptance criterion 4: delete SAR requests

Given the Health or Care Professional is permitted to delete SAR requests

When they select to delete a SAR request

Then the SAR request is deleted

E00199 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Enable the Patient's Electronic Patient Record (EPR) to be screened by a Authorised Users for data that could be detrimental to the Patient if viewed and/or third party information before responding (with such information being redacted) to a Subject Access Request

  • Adhere to the General Data Protection Regulation (GDPR)

E00200 - view Subject Access Request reports

As a Health or Care Professional

I want to view Subject Access Request reports

So that I can see Subject Access Request activity

Acceptance criterion 1: view Subject Access Request reports

Given the Health or Care Professional is permitted to view Subject Access Request reports

When the Health or Care Professional selects to view a Subject Access Request report

Then the Subject Access Request report is displayed

E00201 - verify Patient Contact Details

As a Health or Care Professional

I want to verify a Patient’s Contact Details

So that I have a record that the Patient’s Contact Details have been verified

Acceptance criterion 1: successful verification of a Patient’s Contact Details

Given the Health or Care Professional is permitted to verify a Patient’s Contact Details

When they select to verify the Patient’s Contact Details

And verification is successful

Then the Contact Details status is updated to Verified

Acceptance criterion 2: manual update to a Patient’s Contact Details verification status

Given the Health or Care Professional is permitted to amend the verification status of a Patient’s Contact Details

When they select to amend the verification status of a Patient’s Contact Details

Then the verification status is amended

E00201 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Verify Patient Contact Details via a time-limited challenge-response mechanism, where the Solution will request confirmation details in the response

Info

E00201 - Supporting Information

  • Patient Contact Details that require verification MAY include, but are not limited to:

    • Email Address

    • Mobile Phone Number

  • Verification statuses MAY include, but are not limited to:

    • Verified

    • Unverified (default for any new Contact Details recorded and for existing unverified data)

    • Requires Re-verification

E00202 - configure Welcome Message for Citizen Services

As a Health or Care Professional

I want to configure a Welcome Message for Citizen Services

So that a Welcome Message for Citizen Services is displayed for Citizens when accessing Citizen Services

Acceptance criterion 1: configure a Welcome Message for Citizen Services

Given the Health or Care Professional is permitted to configure a Welcome Message for Citizen Services

When they select to configure a Welcome Message

Then the Welcome Message is configured

Info

E00202 - Supporting Information

  • For information on displaying the welcome message, see Epic E00310 in the Appointment Management - Citizen, View Record - Citizen, Prescription Ordering - Citizen and Communicate with Practice - Citizen Capabilities

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00203 - configure a Disclaimer for Citizens using a Communicate with Practice Citizen Service 

As a Health or Care Professional

I want to configure a Disclaimer for the Communicate with Practice Citizen Service Solution

So that I can configure the Disclaimer displayed for Citizens creating a message using the Communicate with Practice Citizen Service

Acceptance criterion 1: configure a Disclaimer for Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure a Disclaimer for Communicate with Practice Citizen Service

When they select to configure the Disclaimer for Citizens creating a message using the Communicate with Practice Citizen Service

Then the Disclaimer is configured

Info

E00203 - Supporting Information

  • Further information on the Communicate with Practice Citizen Service can be found in the Communicate With Practice - Citizen Capability and Citizen Services Implementation Guidance

E00204 - view Citizen Service Usage

As a Health or Care Professional

I want to view Citizen Service usage

So that I can see Citizen’s activity on Citizen Services

Acceptance criterion 1: view Citizen Service usage

Given the Health or Care Professional is permitted to view Citizen Services usage

When they select to view Citizen Services usage

Then the Citizen Services usage is displayed

Info

E00204 - Supporting Information

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00205 - manage Acute Prescription Request Citizen Service for a Patient and the Practice

As a Health or Care Professional

I want to manage Patient access to the Acute Prescription Request Citizen Service 

So that I can manage Patient access to the Acute Prescription Request Citizen Service 

Acceptance criterion 1: enable Patient access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Patient’s access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Patient’s access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is disabled for the Patient

Acceptance criterion 3: enable Acute Prescription Request Citizen Service for the Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When they select to enable the Acute Prescription Request Citizen Service for the Practice

Then the Acute Prescription Request Citizen Service is enabled for the Practice

Acceptance criterion 4: disable Acute Prescription Request Citizen Service for the Practice

Given the Health or Care Professional is permitted to disable a Citizen Service for the Practice

When they select to disable the Acute Prescription Request for the Practice

Then the Acute Prescription Request Citizen Service is disabled for the Practice

Info

E00205 - Supporting Information

  • Further information on the Acute Prescription Request Citizen Service can be found in the Prescription Ordering - Citizen Capability and Citizen Services Implementation Guidance

E00206 - manage Citizen Service Access for a Proxy

As a Health or Care Professional

I want to manage Citizen Service Access for Proxies

So that Proxies have access to Citizen Services on behalf of Patients

Acceptance criterion 1: enable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to enable Citizen Service Access

When the Health or Care Professional selects to enable Citizen Service Access for a Proxy

Then the Citizen Service Access is enabled for that Proxy

Acceptance criterion 2: disable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to disable Citizen Service Access

When they select to disable Citizen Service Access for a Proxy

Then the Citizen Service Access is disabled for that Proxy

Acceptance criterion 3: create Proxy Verified User Accounts

Given the Health or Care Professional is permitted to create a Verified User Accounts

When they select to create a Verified User Account for a Proxy

Then the Verified User Account is created for that Proxy

Acceptance criterion 4: amend Proxy Verified User Accounts

Given the Health or Care Professional is permitted to amend Verified User Accounts

When they select to amend a Verified User Account for a Proxy

Then the Verified User Account is amended for that Proxy

Acceptance criterion 5: view Proxy Verified User Accounts

Given the Health or Care Professional is permitted to view Verified User Accounts

When they select to view a Verified User Account for a Proxy

Then the Verified User Account is displayed for that Proxy

Acceptance criterion 6: generate Verified User Accounts credentials

Given the Health or Care Professional is permitted to generate Verified User Account credentials for a Proxy

When the Health or Care Professional selects to generate Verified User Account credentials for a Proxy

Then the Practice ODS Code is generated

And the Verified User Accounts ID is generated

And the Verified User Accounts Linkage Key is generated

And a list of available Citizen Services is generated

And a list of Solutions providing a Citizen Service which integrate with the Patient Information Maintenance Solution is generated

And these credentials are shared with the Proxy

Acceptance criterion 7: link Proxy Verified User Accounts to Online Service Accounts

Given the Health or Care Professional has generated Verified User Account credentials for a Proxy

When the Proxy enters their Verified User Account credentials

Then the Online Service Account is linked to the Proxy’s Verified User Account

Acceptance criterion 8: associate Proxy Verified User Account to the Patient

Given the Health or Care Professional is permitted to manage Proxy Verified User Accounts

When the Health or Care Professional selects to associate the Proxy’s Verified User Account with a Patient

Then the Proxy’s Verified User Account is associated with the Patient

E00206 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Access to Citizen Services will disabled immediately for deceased or otherwise deducted Patients

Info

E00206 - Supporting Information

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00207 - manage Identity Verifications for a Proxy

As a Health or Care Professional

I want to manage Proxy Identity Verifications

So that Proxy Identity Verifications are managed

Acceptance criterion 1: create Proxy Identity Verifications

Given the Health or Care Professional is permitted to create Proxy Identity Verifications

When they select to create an Identity Verification for a Proxy

Then the Identity Verification is created for that Proxy

Acceptance criterion 2: amend Proxy Identity Verifications

Given the Health or Care Professional is permitted to amend Proxy Identity Verifications

When they select to amend an Identity Verification for a Proxy

Then the Identity Verification is amended for that Proxy

Acceptance criterion 3: view Proxy Identity Verifications

Given the Health or Care Professional is permitted to view Identity Verifications

When they select to view an Identity Verification for a Proxy

Then the Identity Verification is displayed for that Proxy

Info

E00207 - Supporting Information

  • For further information on Identity Verification please see DCB3051 for Identity Verification and Authentication Standard for Digital Health and Care Services.

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00208 - manage Communicate with Practice Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Communicate with Practice Citizen Service

So that I can manage a Proxy’s access to Communicate with Practice Citizen Service

Acceptance criterion 1: enable Proxy access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to the Communicate with Practice Citizen Service

When they select to enable a Proxy’s access to the Communicate with Practice Citizen Service

Then access to the Communicate with Practice Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Communicate with Practice Citizen Service

When they select to disable a Proxy’s access to Communicate with Practice

Then access to the Communicate with Practice Citizen Service is disabled for the Proxy

Info

E00208 - Supporting Information

  • Further information on the Communicate with Practice Citizen Service can be found in the Communicate With Practice - Citizen Capability and Citizen Services Implementation Guidance

E00209 - manage Appointments Management Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Appointments Management Citizen Service

So that I can manage a Proxy’s access to Appointments Management Citizen Service

Acceptance criterion 1: enable Proxy access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service

When they select to enable a Proxy’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service

When they select to disable a Proxy’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is disabled for the Proxy

Info

E00209 - Supporting Information

  • Further information on the Appointments Management Citizen Service can be found in the Appointments Management - Citizen Capability and Citizen Services Implementation Guidance

E00210 - manage Prescription Ordering Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Prescription Ordering Citizen Service

So that I can manage a Proxy’s access to Prescription Ordering Citizen Service for Repeat Medication

Acceptance criterion 1: enable Proxy access to Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service

When they select to enable a Proxy’s access to the Prescription Ordering Citizen Service

Then access to the Prescription Ordering Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service

When they select to disable a Proxy’s access to the Prescription Ordering Citizen Service

Then access to the Prescription Ordering Citizen Service is disabled for the Proxy

Info

E00210 - Supporting Information

  • Further information on the Prescription Ordering Citizen Service can be found in the Prescription Ordering - Citizen Capability and Citizen Services Implementation Guidance

E00211 - manage Acute Prescription Request Citizen Service for a Proxy

As a Health or Care Professional

I want to manage Proxy access to the Acute Prescription Request Citizen Service 

So that I can manage Proxy access to the Acute Prescription Request Citizen Service 

Acceptance criterion 1: enable Proxy access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Proxy access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is disabled for the Proxy

Info

E00211 - Supporting Information

  • Further information on the Acute Prescription Request Citizen Service can be found in the Prescription Ordering - Citizen Capability and Citizen Services Implementation Guidance

E00212 - manage View Record Citizen Service Access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to View Record Citizen Service

So that I can manage a Proxy’s access to View Record Citizen Service

Acceptance criterion 1: enable Proxy access to Summary Information Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Summary Information Record Level

Then Summary Information Record Access Level is enabled for the Proxy

Acceptance criterion 2: enable Proxy access to Detailed Coded Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Detailed Coded Record Access Level

Then Detailed Coded Record Access Level is enabled for the Proxy

Acceptance criterion 3: enable Proxy access to Document Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

And Detailed Coded Recorded Access Level is enabled

When they select to enable a Proxy’s access to Document Access Level

Then Document Access Level is enabled for the Proxy

Acceptance criterion 4: enable Proxy access to View Record Full Record

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Full Record Level

And record a start date for data to be available from

Then View Record Full Record Access Level is enabled for the Proxy

Acceptance criterion 5: disable Proxy access to a Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Proxy’s access to a Record Access Level

Then that Record Access Level is disabled for the Proxy

E00212 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Record Access Level for a Proxy will not exceed the configured Record Access Level for the Practice.

Info

E00212 - Supporting Information

  • The start date determines the date from which the data made available goes back to, not whether the Service is offered/available by the Practice e.g. where the Full Record Access start date is set to 15th March 2015 and the Full Record Access is enabled (‘switched on’) by the Practice on the 1st April 2015

  • Further guidelines on Proxies can be found in the RGCP Patient Online Toolkit

  • Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance

E00213 - identify Patients outside of Catchment Area

As a Health or Care Professional

I want Patients that reside outside the Catchment Area to be identified

So that Patients that reside outside the Catchment Area are identified

Acceptance criterion 1: identify Patients outside of catchment area

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view an Electronic Patient Record (EPR)

And the Patient resides outside the Catchment area

Then the Patient is identified as residing outside the Catchment Area

Info

E00213 - Supporting Information

  • Further information can be found at Patient Choice Scheme and out of area registrations

E00214 - view Patient reports

As a Health or Care Professional

I want to view Patient reports

So that I can see Patient activity

Acceptance criterion 1: view Patient reports

Given the Health or Care Professional is permitted to view Patient reports

When the Health or Care Professional selects to view a Patient report

Then the report is displayed

E00215 - manage Patient Cohorts from Search Results

As a Health or Care Professional

I want to manage Patient Cohorts from Search Results

So that Patient Cohorts can be managed

Acceptance criterion 1: create Patient Cohorts from Search Results

Given the Health or Care Professional is permitted to manage Patient Cohorts

And there are Search Results available

When the Health or Care Professional selects to create a Patient Cohort from Search Results

Then the Patient Cohort is created

Acceptance criterion 2: update Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to update a Patient Cohort

Then the Patient Cohort is updated

Acceptance criterion 3: delete Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to delete a Patient Cohort

Then the Patient Cohort is deleted

E00216 - Patient-based report on Capitation

As a Health or Care Professional

I want to generate a report on current registered Patients

So that I have a Patient-based report on Capitation

Acceptance criterion 1: generate a Patient-based report on Capitation

Given the Health or Care Professional is permitted to generate a report

When they select to generate a report on current registered Patients listed by their GP

Then the report results are displayed

Info

E00216 - Supporting Information

  • Patient-based reports on Capitation MAY include, but are not limited to:

    • A Patient’s registration status

    • A Patient’s registration type

E00217 - Patient-based report on childhood vaccinations and immunisations

As a Health or Care Professional

I want to generate a Patient-based report on childhood vaccinations and immunisations

So that I can understand vaccination and immunisation coverage for my Patients

Acceptance criterion 1: generate a Patient-based report on childhood vaccinations and immunisations

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on childhood vaccinations and immunisations

Then the report results are displayed

E00217 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Support existing Childhood Immunisation Schemes (see latest version of The General Medical Services Statement of Financial Entitlements Directions documentation here)

E00218 - Patient-based report on Carers

As a Health or Care Professional

I want to generate a Patient-based report on Carers

So that I can understand which of my Patients have Carers

Acceptance criterion 1: generate a Patient-based report on Carers

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on Carers

Then the report results are displayed

Info

E00218 - Supporting Information

  • Examples of reports on Carers MAY include, but are not limited to:

    • a list of Carers linked to Patients

    • Carers links to specified Patient Characteristics

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