Supports the registration of Patients and the maintenance of all Patient personal information. Supports the organisation and presentation of a comprehensive Patient Record. Also supports the management of related persons and configuring access to Citizen Services.

Epic 1 - manage Patients 

As a Practice User

I want to manage Patients

So that there are Registered Patients

Acceptance criterion 1: create Patient Registrations

Given the Practice User is permitted to create Patient Registrations

When they choose to create a Patient Registration

Then the Patient Registration is created

Acceptance criterion 2: amend Patient Registration

Given the Practice User is permitted to amend Patient Registrations

When they choose to amend a Patient Registration

Then the Patient Registration is amended

Acceptance criterion 3: end Patient Registration

Given the Practice User is permitted to end Patient Registrations

When they choose to end a Patient Registration

Then the Patient Registration is ended

Acceptance criterion 4: view Patient Registration

Given the Practice User is permitted to view Patient Registrations

When they choose to view a Patient Registration

Then the Patient Registration is displayed

Acceptance criterion 5: create Patient information

Given the Practice User is permitted to create Patient information

When they choose to create Patient information

Then the Patient information is created

Acceptance criterion 6: amend Patient information

Given the Practice User is permitted to amend Patient information

When they choose to amend Patient information

Then the Patient information is amended

Acceptance criterion 7: view Patient information

Given the Practice User is permitted to view Patient information

When they choose to view Patient information

Then the Patient information is displayed

Acceptance criterion 8: create a Patient Record 

Given the Practice User is permitted to create a Patient Record

And there is not a Patient Record at the Practice

When the Practice User registers the Patient

Then the Patient Record is created

Acceptance criterion 9: amend a Patient Record 

Given the Practice User is permitted to amend a Patient Record

When the Practice User chooses to amend a Patient Record

Then the Patient Record is amended

Acceptance criterion 10: view a Patient Record 

Given the Practice User is permitted to view a Patient Record

When the Practice User chooses to view a Patient Record

Then the Patient Record is displayed

Epic 2 - access Patient Record

As a Practice User

I want to access the Patient Record

So that I can access the Patient Record

Acceptance criterion 1: accessing Patient Record where identified

Given a Patient Record is identified

And the Practice User is permitted to access the Patient Record

When the Practice User chooses to access the Patient Record

Then the Patient Record is accessed

Acceptance criterion 2: notification of outstanding actions

Given the Practice User is accessing the Patient Record

When there are outstanding actions relating to the Patient

Then the Practice User is notified

Epic 3 - manage Patient Related Persons

As a Practice User

I want to manage Patient Related Persons

So that there are Patient Related Persons 

Acceptance criterion 1: create Patient Related Persons

Given the Practice User is permitted to create a Patient Related Person

When they choose to create a Patient Related Person

Then the Patient Related Person is created

Acceptance criterion 2: amend Patient Related Persons

Given the Practice User is permitted to amend a Patient Related Person

When they choose to amend a Patient Related Person 

Then the Patient Related Person is amended

Acceptance criterion 3: view Patient Related Persons

Given the Practice User is permitted to view a Patient Related Person

When they choose to view a Patient Related Person 

Then the Patient Related Person is displayed

Acceptance criterion 4: delete Patient Related Persons

Given the Practice User is permitted to delete a Patient Related Person

When they choose to delete a Patient Related Person 

Then the Patient Related Person is deleted 

Epic 4 - manage Patients for Citizen Services

As a Practice User

I want to manage Patients for Citizen Services

So that there are Patients for Citizen Services

Acceptance criterion 1: create Patient Preferences

Given the Practice User is permitted to create Patient Preferences

When they choose to create a Patient Preference

Then the Patient Preference is created

Acceptance criterion 2: amend Patient Preferences

Given the Practice User is permitted to amend Patient Preferences

When they choose to amend a Patient Preference 

Then the Patient Preference is amended

Acceptance criterion 3: view Patient Preferences

Given the Practice User is permitted to view Patient Preferences

When they choose to view a Patient Preference 

Then the Patient Preference is displayed

Acceptance criterion 4: enable Patient Service Access

Given the Practice User is permitted to enable Patient Service Access

When they choose to enable Patient Service Access

Then the Patient Service Access is enabled

Acceptance criterion 5: disable Patient Service Access

Given the Practice User is permitted to disable Patient Service Access

When they choose to disable Patient Service Access

Then the Patient Service Access is disabled 

Acceptance criterion 6: configure Patient Welcome Message 

Given the Practice User is permitted to configure a Patient Welcome Messages

When they choose to configure a Patient Welcome Message

Then the Patient Welcome Message is configured

Acceptance criterion 7: configure Patient Disclaimer

Given the Practice User is permitted to configure Patient Disclaimers

When they choose to configure a Patient Disclaimer

Then the Patient Disclaimer is configured

Acceptance criterion 8: create Verified User Accounts 

Given the Practice User is permitted to create a Verified User Accounts

When they choose to create a Verified User Account

Then the Verified User Account is created

Acceptance criterion 9: amend Verified User Accounts

Given the Practice User is permitted to amend Verified User Accounts

When they choose to amend a Verified User Account for a Citizen

Then the Verified User Account is amended

Acceptance criterion 10: view Verified User Accounts

Given the Practice User is permitted to view Verified User Accounts

When they choose to view a Verified User Account for a Citizen

Then the Verified User Account is displayed

Acceptance criterion 11: create Identity Verifications

Given the Practice User is permitted to create Identity Verifications

When they choose to create an Identity Verification

Then the Identity Verification is created

Acceptance criterion 12: amend Identity Verifications

Given the Practice User is permitted to amend Identity Verifications

When they choose to amend an Identity Verification

Then the Identity Verification is amended

Acceptance criterion 13: view Identity Verifications

Given the Practice User is permitted to amend Identity Verifications

When they choose to amend an Identity Verification

Then the Identity Verification is amended

Acceptance criterion 14: configure Default Communication Channels

Given the Practice User is permitted to configure Default Communication Channels

When they choose to configure Default Communication Channels

Then Default Communication Channels are configured

Acceptance criterion 15: link Verified User Accounts to Online Service Accounts

Given the Practice User has generated Verified User Account credentials for a Patient

When the Patient enters their Verified User Account credentials

Then the accounts are linked

Acceptance criterion 16: configure Patient Access to elements of Patient Record

Given the Practice User has is permitted to configure Patient Access to the Patient Record

When the Practice User chooses to configure Patient Access to the Patient Record

Then Patient Access to the Patient Record is configured

Acceptance criterion 17: view Patient Citizen Service usage

Given the Practice User is permitted to view Patient Citizen Services usage

When they choose to view Patient Citizen Services usage

Then the Patient Citizen Services usage is displayed

Epic 5 - manage Patient Communications

As a Practice User

I want to manage Patient communications

So that the Practice can communicate with Patients

Acceptance criterion 1: create Communication Records

Given the Patient has sent a communication

When the communication is received by the Practice

Then the Patient Record is updated with the Communication Record

Acceptance criterion 2: respond to Patient communications

Given the Practice User is permitted to communicate with the Patient 

When they choose to respond to a Patient communication

Then the communication is created

Acceptance criterion 3: configure recipient setting of Patient communications

Given the Practice User is permitted to configure communication recipients

When they choose to configure a recipient of Patient communications

Then the recipient is configured

Epic 6 - configure Patient notifications

As a Practice User

I want to configure Patient notifications

So that Patient notifications are configured

Acceptance criterion 1: Patient notification on new association 

Given the Verified User Account-Patient Association is created

And the Verified User Account-Patient Association has been made with a Patient Record

Then the Patient is notified

Acceptance criterion 2: Patient notification on changes in Service Access 

Given the Practice User is permitted to notify the Patient

And the Patient's access to services has changed

When they choose to notify the Patient

Then the Patient is notified

Epic 7 - Manage Practice notifications - Patient

As a Practice User

I want to manage Practice notifications 

So that the Practice notifications are configured

Acceptance criterion 1: notification of Patient changes 

Given the Practice User is permitted to be informed

When the Patient has made changes

Then the Practice User is notified

Acceptance criterion 2: notification of unverified Patient Contact Details

Given the Practice User is permitted to be informed

When the Contact Details are unverified

Then the Practice User is notified

Epic 8 - Search for Patient Records

As a Practice User

I want to search for Patient Records

So that I can find Patient Records

Acceptance criterion 1: Search for a Patient Record

Given the Practice User is permitted to access Patient Records

When they choose to search for a Patient Records

Then the search results are displayed

Epic 9 - view Patient Reports

As a Practice User

I want to view Patient Reports

So that I can see Patient activity

Acceptance criterion 1: view Patient Reports

Given the Practice User is permitted to view Patient Reports

When the Practice User chooses to view a Patient Report

Then the report is displayed

Epic 10 - configure Citizen service access for the Practice

As a Practice User

I want to configure the Citizen service access for the Practice

So that the Citizen service access is configured for the Practice

Acceptance criterion 1: enable Citizen services

Given the Practice User is permitted to enable a Citizen service for the Practice

When they choose to enable the Citizen service for the Practice

Then the Citizen service is enabled for the Practice

Acceptance criterion 2: disable Citizen services

Given the Practice User is permitted to disable a Citizen service for the Practice

When they choose to disable the Citizen service for the Practice

Then the Citizen service is disabled for the Practice

Epic 11 - identify Patients outside of Catchment Area

As a Practice User

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 Practice User is permitted to view Patient Records

When the Practice User chooses to view a Patient Record

And the Patient resides outside the Catchment area

Then the Patient is identified as residing outside the Catchment Area

Epic 12 - manage Patient Cohorts from Search Results

As a Practice User

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 Practice User is permitted to manage Patient Cohorts

And there are Search Results

When the Practice User chooses to create a Patient Cohort from Search Results

Then the Patient Cohort is created

Acceptance criterion 2: update Patient Cohorts

Given the Practice User is permitted to manage Patient Cohorts

When the Practice User chooses to update a Patient Cohort

Then the Patient Cohort is updated

Acceptance criterion 3: delete Patient Cohorts

Given the Practice User is permitted to manage Patient Cohorts

When the Practice User chooses to delete a Patient Cohort

Then the Patient Cohort is deleted

Epic 13 - view Subject Access Request reports

As a Practice User

I want to view Subject Access Request reports

So that I can see Subject Access Request activity

Acceptance criterion 1: view Patient reports

Given the Practice User is permitted to view Subject Access Request reports

When the Practice User chooses to view a Subject Access Request report

Then the Subject Access Request report is displayed

Epic 14 - manage Acute Prescription Request Service

As a Practice User

I want to manage the Acute Prescription Request Service 

So that there is an Acute Prescription Request Service

Acceptance criterion 1: enable Acute Prescription Request Service

Given the Practice User is permitted to manage the Acute Prescription Request Service 

When the Practice User chooses to enable the Acute Prescription Request Service 

Then the Acute Prescription Request Service is enabled

Acceptance criterion 2: disable Acute Prescription Request Service

Given the Practice User is permitted to manage the Acute Prescription Request Service 

When the Practice User chooses to disable the Acute Prescription Request Service 

Then the Acute Prescription Request Service is disabled

Epic 15 - notify the Patient of changes

As a Practice User

I want to notify the Patient of changes

So that the Patient is notified of changes

Acceptance criterion 1: Patient notification of Practice changes 

Given the Practice User is permitted to notify the Patient

And they have made changes to Patient information

When they choose to notify the Patient

Then the Patient is notified

Acceptance criterion 2: Patient notification via multiple Communication Channels

Given the Practice User is permitted to notify the Patient

When they choose to notify the Patient via multiple Communications Channels

Then the Patient is notified via those Communication Channels

Acceptance criterion 3: Patient notification via alternative Communication Channels

Given the Practice User is permitted to notify the Patient 

And Verified Contact Details have not been created

When they choose to notify the Patient via an alternative Communication Channel

Then the Patient is notified via an alternative channel

Epic 16 - manage Subject Access Request (SAR) requests

As a Practice User

I want to manage SAR requests

So that there are SAR requests

Acceptance criterion 1: create SAR requests

Given the Practice User is permitted to create SAR requests

When they choose to create a SAR request

Then the SAR request is created

Acceptance criterion 2: amend SAR requests

Given the Practice User is permitted to amend SAR requests

When they choose to amend a SAR request

Then the SAR request is amended

Acceptance criterion 3: view SAR requests

Given the Practice User is permitted to view SAR requests

When they choose to view a SAR request

Then the SAR request is displayed

Acceptance criterion 4: delete SAR requests

Given the Practice User is permitted to delete SAR requests

When they choose to delete a SAR request

Then the SAR request is deleted

Epic 17 - notify the Proxy of changes

As a Practice User

I want to notify the Proxy of changes

So that the Proxy is notified of changes

Acceptance criterion 1: Proxy notification of Practice changes 

Given the Practice User is permitted to notify the Proxy 

And they have made changes to Proxy information

When they choose to notify the Proxy

Then the Proxy is notified

Acceptance criterion 2: Proxy notification of Practice changes 

Given the Practice User is permitted to notify the Proxy 

And they have made changes to Patient information

When they choose to notify the Proxy

Then the Proxy is notified

Acceptance criterion 3: Proxy notification via multiple Communication Channels

Given the Practice User is permitted to notify the Proxy

When they choose to notify the Proxy via multiple Communications Channels

Then the Proxy is notified via those Communication Channels

Acceptance criterion 4: Proxy notification via alternative Communication Channels

Given the Practice User is permitted to notify the Proxy 

And Verified Contact Details have not been created

When they choose to notify the Proxy via an alternative Communication Channel

Then the Proxy is notified via an alternative channel

Epic 18 - Manage Practice notifications - Proxy

As a Practice User

I want to manage Practice notifications 

So that the Practice notifications are configured

Acceptance criterion 1: notification of Proxy changes 

Given the Practice User is permitted to be informed

When a Proxy has made changes

Then the Practice User is notified

Acceptance criterion 2: notification of unverified Proxy Contact Details

Given the Practice User is permitted to be informed

When the Contact Details are unverified

Then the Practice User is notified

Epic 19 - configure Proxy notifications

As a Practice User

I want to configure Proxy notifications

So that Proxy notifications are configured

Acceptance criterion 1: Proxy notification on new association 

Given the Verified User Account-Patient Association is created

And the Verified User Account-Patient Association has been made with a Patient Record

Then the Proxy is notified

Acceptance criterion 2: Proxy notification on changes in Service Access 

Given the Practice User is permitted to notify the Proxy 

And the Proxy's access to services has changed

When they choose to notify the Proxy

Then the Proxy is notified

Epic 20 - manage Proxy Communications

As a Practice User

I want to manage Proxy communications

So that the Practice can communicate with Proxies

Acceptance criterion 1: create Communication Records

Given the Proxy has sent a communication

When the communication is received by the Practice

Then the Patient Record is updated with the Communication Record

Acceptance criterion 2: respond to Proxy communications

Given the Practice User is permitted to communicate with the Proxy 

When they choose to respond to a Proxy communication

Then the communication is created

Acceptance criterion 3: configure recipient setting of Proxy communications

Given the Practice User is permitted to configure communication recipients

When they choose to configure a recipient of Proxy communications

Then the recipient is configured

Epic 21 - manage Proxys for Citizen Services

As a Practice User

I want to manage Proxies for Citizen Services

So that there are Proxies for Citizen Services

Acceptance criterion 1: create Proxy Preferences

Given the Practice User is permitted to create Proxy Preferences

When they choose to create a Proxy Preference

Then the Proxy Preference is created

Acceptance criterion 2: amend Proxy Preferences

Given the Practice User is permitted to amend Proxy Preferences

When they choose to amend a Proxy Preference 

Then the Proxy Preference is amended

Acceptance criterion 3: view Proxy Preferences

Given the Practice User is permitted to view Proxy Preferences

When they choose to view a Proxy Preference 

Then the Proxy Preference is displayed

Acceptance criterion 4: enable Proxy Service Access

Given the Practice User is permitted to enable Proxy Service Access

When they choose to enable Proxy Service Access

Then the Proxy Service Access is enabled

Acceptance criterion 5: disable Proxy Service Access

Given the Practice User is permitted to disable Proxy Service Access

When they choose to disable Proxy Service Access

Then the Proxy Service Access is disabled 

Acceptance criterion 6: automatically restrict Proxy Service Access

Given the Citizen is a proxy for a Patient

When the Patient reaches the age of 11

Then the Proxy's Service Access is restricted

Acceptance criterion 7: automatically disable Proxy Citizen Service Access

Given the Citizen is a proxy for a Patient

When the Patient reaches the age of 16

Then the Proxy's Service Access is disabled

Acceptance criterion 8: configure Proxy Welcome Message 

Given the Practice User is permitted to configure Proxy Welcome Messages

When they choose to configure a Proxy Welcome Message

Then the Proxy Welcome Message is configured

Acceptance criterion 9: configure Proxy Disclaimer

Given the Practice User is permitted to configure Proxy Disclaimers

When they choose to configure a Proxy Disclaimer

Then the Proxy Disclaimer is configured

Acceptance criterion 10: create Verified User Accounts 

Given the Practice User is permitted to create a Verified User Accounts

When they choose to create a Verified User Account

Then the Verified User Account is created

Acceptance criterion 11: amend Verified User Accounts

Given the Practice User is permitted to amend Verified User Accounts

When they choose to amend a Verified User Account 

Then the Verified User Account is amended

Acceptance criterion 12: view Verified User Accounts

Given the Practice User is permitted to view Verified User Accounts

When they choose to view a Verified User Account 

Then the Verified User Account is displayed

Acceptance criterion 13: create Identity Verifications

Given the Practice User is permitted to create Identity Verifications

When they choose to create an Identity Verification

Then the Identity Verification is created

Acceptance criterion 14: amend Identity Verifications

Given the Practice User is permitted to amend Identity Verifications

When they choose to amend an Identity Verification

Then the Identity Verification is amended

Acceptance criterion 15: view Identity Verifications

Given the Practice User is permitted to amend Identity Verifications

When they choose to amend an Identity Verification

Then the Identity Verification is amended

Acceptance criterion 16: configure Default Communication Channels

Given the Practice User is permitted to configure Default Communication Channels

When they choose to configure Default Communication Channels

Then Default Communication Channels are configured

Acceptance criterion 17: link Verified User Accounts to Online Service Accounts

Given the Practice User has generated Verified User Account credentials for a Citizen

When the Proxy enters their Verified User Account credentials

Then the accounts are linked

Acceptance criterion 18: configure Proxy Access to elements of Patient Record

Given the Practice User has is permitted to configure Proxy Access to the Patient Record

When the Practice User chooses to configure Proxy Access to the Patient Record

Then Proxy Access to the Patient Record is configured

Acceptance criterion 19: view Proxy Citizen Service usage

Given the Practice User is permitted to view Proxy Citizen Services usage

When they choose to view Proxy Citizen Services usage

Then the Proxy Citizen Services usage is displayed

Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:

• Patient Information Maintenance - Standard
• Primary Care Clinical Terminology Usage Report

Suppliers will also have to attain compliance with these additional Standards during the compliance stage before they can be live on a framework with this Capability:

• Interoperability Standard
• Common Reporting
• Management Information (MI) Reporting
• Overarching Standards

Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding