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Comment: Capability updated to v1.2.0 as per Roadmap Item RM249
Page Properties

ID

C15

Version

1.1.0.3

Type

Capability

Category

Consultations

Status

Effective

Effective Date

06 Feb

Contracting Vehicle(s)

...

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. Contracting Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00139 - manage Consultation form templates

As a Health or Care Professional

I want to manage Consultation form templates

So that Health or Care Professionals can create Consultation information for Patients using pre-configured Consultation form templates

Acceptance criterion 1: create Consultation form template

Given the Health or Care Professional is permitted to manage Consultation form templates

When the Health or Care Professional selects to create a Consultation form template

Then the Consultation form template is created

Acceptance criterion 2: view Consultation form template

Given the Health or Care Professional is permitted to manage Consultation form templates

When the Health or Care Professional selects to view a Consultation form template

Then the Consultation form template is displayed

Acceptance criterion 3: amend Consultation form template

Given the Health or Care Professional is permitted to manage Consultation form templates

When the Health or Care Professional selects to amend a Consultation form template

Then the Consultation form template is amended

Acceptance criterion 4: delete Consultation form template

Given the Health or Care Professional is permitted to manage Consultation form templates

When the Health or Care Professional selects to delete a Consultation form template

Then the Consultation form template is deleted

Acceptance criterion 5: view Consultation form template version history

Given the Health or Care Professional is permitted to manage Consultation form templates

When the Health or Care Professional selects to view the version history of a Consultation form template

Then the Consultation form template version history is displayed

Info

E00139 - Supporting Information

  • Creating a Consultation form template MAY include:

    • A unique identifier or name, and version

    • Template status (whether draft, published / available for viewing and use across the Solution, or obsolete)

    • Basic business logic/rules, such as the ability to:

      • auto-populate data items from within the Patient Record e.g. use of merge fields

      • auto-populate data items based on other data within the form

      • set mandatory data items

    • Scored Assessment criteria and results

    • Calculated fields (e.g. Body Mass Index (BMI))

E00140 - record Consultation using published form template

As a Health or Care Professional

I want to record a Consultation for a Patient using a published Consultation form template

So that consistency is maintained when recording Consultations

Acceptance criterion 1: record Consultation using published Consultation form template

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to record a Consultation using a published Consultation form template

Then the Consultation is recorded

Acceptance criterion 2: save a partially completed Consultation form

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to save a partially completed Consultation form

Then the partially completed Consultation form can be saved

Acceptance criterion 3: return to a partially completed Consultation form to continue data entry

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to update a partially completed Consultation form

Then the partially completed Consultation form is updated

E00701 - perform Scored Assessments using published Consultation form templates

As a Health or Care Professional

I want to perform Scored Assessments using published Consultation form templates

So that Patient health and care can be assessed consistently using scored criteria

Acceptance criterion 1: perform Scored Assessments using published Consultation form templates

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to complete a Scored Assessment using a published Consultation form template

Then the Scored Assessment result is displayed

And the Scored Assessment is recorded

Info

E00701 - Supporting Information

  • Examples of Scored Assessments MAY include, but are not limited to:

    • Health and care assessments (e.g. PHQ9, GAD7, NEWS2, AUDIT, AUDIT-C, SADQ)

    • Risk assessments (e.g. CHADSVASc, Wells Scoring System for deep vein thrombosis)

    • Substance withdrawal assessments (e.g. CIWA-Ar, CIWA-B, COWS)

  • The Solution MAY display information about the scoring criteria for the Scored Assessment

E00702 - perform Calculations using published Consultation form templates

As a Health or Care Professional

I want to perform Calculations using published Consultation form templates

So that Calculations relating to Patient health and care can be performed consistently

Acceptance criterion 1: perform Calculations using published Consultation form templates

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to complete a Calculation using a published Consultation form template

Then the Calculation result is displayed

And the Calculation result is recorded

Info

E00702 - Supporting Information

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

    • Body Mass Index (BMI)

    • Weekly Alcohol Intake

    • Predicted Peak Flow

    • Pregnancy Expected Due Date

E00141 - Consultation form template version roll back

As a Health or Care Professional

I want to roll back a Consultation form template to a previous version

So that I can go back to the previous version and continue with the Consultation form that is suitable

Acceptance criterion 1: Consultation form template version roll back

Given the Health or Care Professional is permitted to manage Consultation form templates

And there is a Consultation form template that has a previous version

When the Health or Care Professional selects to roll back the Consultation form template to a previous version

Then the Consultation form template is updated to that version

E00142 - upload attachments for Consultations

As a Health or Care Professional

I want to upload attachments when recording a Consultation for a Patient

So that attachments can be added to support the Consultation

Acceptance criterion 1: upload attachments for Consultations

Given the Health or Care Professional is permitted to record Consultations

When the Heath or Care Professional is recording a Consultation for a Patient

Then the Health or Care Professional can upload attachments for that Consultation

Acceptance criterion 2: view attachments for Consultations

Given the Health or Care Professional is viewing a recorded Consultation for a Patient

And that Consultation includes an attachment

When the Health or Care Professional selects to view the attachment

Then the attachment is displayed

E00143 - share Consultation form templates between organisations using the same Solution

As a Health or Care Professional

I want to share Consultation form templates with other organisations using the same Solution

So that Consultation forms are available to other organisations for them to use when recording Consultations

Acceptance criterion 1: share Consultation form templates

Given the Health or Care Professional is permitted to share Consultation form templates

When the Health or Care Professional selects to share the Consultation form template

Then the Consultation form template is shared

Acceptance criterion 2: use shared Consultation form templates when recording a Consultation for a Patient

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to record a Consultation using a shared published Consultation form template

Then the Consultation is recorded

E00144 - use Supplier implemented

national

Consultation form templates

As a Health or Care Professional

I want to record a Consultation Consultations for a Patient Patients using a Consultation form template based on national forms Consultation form templates that are created by the Supplier 

So that Health or Care Professionals don't do not have to create these Consultation form templates and data for nationally contracted services can be recorded

Acceptance criterion 1: use Supplier implemented Consultation form templates

Given the Health or Care Professional is permitted to record Consultations

When the Health or Care Professional selects to record a Consultation using a published Supplier implemented Consultation form template

Then they can choose to use a Consultation form template based on a national form provided by the SupplierAnd the Consultation is recorded

Info

E00144 - Supporting Information

  • These are Consultation forms created and configured by the Supplier. These forms should ensure the appropriate data is captured

  • Examples of Supplier implemented Consultation form templates to support nationally contracted services includingMAY include, but are not limited to:

  • Examples of Supplier implemented Scored Assessments using Consultation form templates MAY include, but are not limited to:

    • Health and care assessments (e.g. PHQ9, GAD7, NEWS2, AUDIT, AUDIT-C, SADQ)

    • Risk assessments (e.g. CHADSVASc, Wells Scoring System for deep vein thrombosis)

    • Substance withdrawal assessments (e.g. CIWA-Ar, CIWA-B, COWS)

  • Examples of Supplier implemented Calculations using Consultation form templates MAY include, but are not limited to:

    • Body Mass Index (BMI)

    • Weekly Alcohol Intake

    • Predicted Peak Flow

    • Pregnancy Expected Due Date

E00145 - data recording for Call and Recall processes

As a Health or Care Professional

I want to record Calls and Recalls for Patients

So that care for Patients who are subject to certain surveillance can be managed

Acceptance criterion 1: recording Calls

Given the Health or Care Professional is permitted to record Calls for Patients

When the Health or Care Professional selects to record a Call for a Patient

Then the type of surveillance is recorded

And a Call date is recorded

And the Call is recorded

Acceptance criterion 2: recording Recalls

Given the Health or Care Professional is permitted to record Recalls for Patients

When the Health or Care Professional selects to record a Recall for a Patient

Then the type of surveillance is recorded

And a Recall date is recorded

And the Recall is recorded

Info

E00145 - Supporting Information

  • Call and recall is a process of inviting eligible people for activities such as screening or reviews on a regular basis. For example, Cervical Screening

E00146 - view Calls and Recalls report

As a Health or Care Professional

I want to view reports for Patient Calls and Recalls

So that I can view Patients whose Call or Recalls are due or overdue

Acceptance criterion 1: view report on Calls and Recalls

Given the Health or Care Professional is permitted to view reports of Patient Calls and Recalls

When the Health or Care Professional selects to view Patient Calls and Recalls report

Then the report results are displayed

E00147 - view report of Consultations

As a Health or Care Professional

I want to view a report of Consultations that have been recorded for Patients

So that I can view a report of Consultations

Acceptance criterion 1: view a report of Consultations

Given the Health or Care Professional is permitted to view reports of Consultations

When the Health or Care Professional selects to view a report of Consultations

Then the report is displayed

Info

E00147 - Supporting Information

  • Consultations are recorded for:

    • Planned Consultations - those that are planned in advance within a date range, for example, but not limited to:

      • Consultations booked as a result of an Appointment

    • Unplanned Consultations - those which have not been planned in advance, for example, but not limited to:

      • Out of Hours

      • Accident and Emergency

      • NHS 111

      • Walk-in Centre Consultations

...