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Description
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Supports the allocation of appropriate Health and Care Professionals to Patients/Service Users in need of support, ensuring balanced workloads and the efficient use of staff and other resources. |
The Caseload Management Capability supports the allocation of appropriate Health and Care Professionals to Patients/Service Users who are in need of healthcare or support.
It ensures that Health and Care Professionals are assigned a manageable number of 'cases' (Patients/Service Users and their healthcare or support needs) and that Patient/Service Users receive care from a Professional with the correct skills and equipment, ensuring efficient use of resources.
The Capability applies a number of factors (e.g. case urgency, Patient/Service User location, technology support requirements, skill requirements) in generating caseloads (the 'active' cases allocated over a period of time across the team of Health and Care Professionals) and contact schedules (the timetable of contacts with Patients/Service Users for an individual Health or Care Professional): this allows work to be effectively planned and managed and changes (e.g. new demand) to be responded to.
By enabling case records to be maintained, the Capability ensures that the right information is available to support the process and that a complete record of care is created.
Although the Capability is not about maintaining a clinical or care record for the Patient/Service User, it may allow integration with other health and care Solutions, allowing information to be shared and a more complete picture of the Patient/Service User's health and care to be maintained.
It may also support delivery of service improvements through reporting and analysis and the use of care pathways and packages.
Outcomes
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EpicCM1 - manage CasesAs a Caseload Manager I want to capture details of Patient/Service User cases (e.g. Referrals and Service Requests) So that I can understand demand and use these to generate Caseloads and contact schedules Acceptance criterion 1: create CaseGiven that Referrals and Service Requests can be made And that the user is permitted to create cases When a new Referral or Service Request is received Then the case can be created And information about the case can be captured Acceptance criterion 2: view CaseGiven the user is permitted to view cases When they choose to view a Patient/Service User's case Then the Patient/Service User's case is displayed Acceptance criterion 3: amend CaseGiven the user is permitted to amend cases When a change to a Patient/Service User's case is required Then the Patient/Service User's case can be amended Acceptance criterion 4: close CaseGiven the user is permitted to close cases When a case is no longer required Then the case can be closed or made inactive EpicCM2 - maintain CaseloadsAs a Caseload Manager I want to maintain Caseloads So that staff and equipment are allocated to cases efficiently and Patients/Service Users receive optimum care Acceptance criterion 1: create CaseloadGiven that the user is permitted to create Caseloads And the requirements for the Caseload have been defined (e.g. cases to be included and their priority, staff or equipment requirements) When the user chooses to create a Caseload to support Patient/Service User care Then the Caseload is created Acceptance criterion 2: view CaseloadGiven that the user is permitted to view Caseloads And Caseloads have been created When the user chooses to view a Caseload Then the Caseload is displayed Acceptance criterion 3: amend CaseloadGiven that the user is permitted to amend Caseloads When a change to the Caseload is required (e.g. additional cases added) Then the Caseload can be amended Acceptance criterion 4: delete CaseloadGiven that the user is permitted to delete Caseloads When the user chooses to delete a Caseload Then the Caseload is deleted Acceptance criterion 5: share Caseload with Health and Care ProfessionalsGiven that the Caseload has been created When the user chooses to share the Caseload Then the Caseload can be shared with the relevant Health and Care Professionals EpicCM3 - generate and manage contact schedulesAs a Caseload Manager I want to generate individual contact schedules So that Health and Care Professionals can understand and manage their workload Acceptance criterion 1: create contact scheduleGiven that the user is permitted to create contact schedules And the requirements for the contact schedule has been defined (e.g. applicable Staff Member, case contact frequency and duration of service) When the user chooses to create a contact schedule for a Health or Care Professional Then the contact schedule is created Acceptance criterion 2: view contact scheduleGiven that the user is permitted to view contact schedules And a contact schedule has been created When the user chooses to view a contact schedule for a Health or Care Professional Then the contact schedule is displayed Acceptance criterion 3: amend contact scheduleGiven that the user is permitted to amend contact schedules And a contact schedule has been created When the user chooses to amend the contact schedule for a Health or Care Professional Then the contact schedule is amended Acceptance criterion 4: delete contact scheduleGiven that the user is permitted to delete contact schedules And a contact schedule has been created When the user chooses to delete the contact schedule for a Health or Care Professional Then the contact schedule is deleted EpicCM4 - update Case detailsAs a Health or Care Professional I want to be able to update the details for cases assigned to me So that there is an accurate record of the case (e.g. contacts, status, outcome) Acceptance criterion 1: update Case detailsGiven a case has been assigned to a Health or Care Professional And the Health or Care Professional is permitted to update cases assigned to them When the Health or Care Professional views a case Then they are able to update the details held about the case |
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EpicCM5 - review and comment on CaseloadAs a Health or Care Professional I want to be able to view and comment on my Caseload So that I understand the cases assigned to me and can raise any issues Acceptance criterion 1: view and comment on CaseloadGiven a Caseload has been assigned to a Health or Care Professional And the Health or Care Professional is permitted to view their caseload When the Health or Care Professional views their Caseload Then they are able to comment on the elements of the Caseload EpicCM6 - review and comment on contact scheduleAs a Health or Care Professional I want to view and comment on my contact schedule So that I can manage my workload and can raise any issues Acceptance criterion 1: view and comment on contact scheduleGiven a contact schedule has been assigned to a Health or Care Professional And the Health or Care Professional is permitted to view their contact schedule When the Health or Care Professional views their contact schedule Then they are able to comment on the elements of the contact schedule EpicCM7 - view and update Patient/Service User's Health or Care RecordAs a Health or Care Professional I want to be able to view and updated the health or care record for a Patient/Service User held by another Service Provider So that I can use the information to better understand their needs and can contribute to a more complete and accurate record of their healthcare Acceptance criterion 1: view Health or Care RecordGiven a Patient/Service User has health or care records held by other Service Providers And one or more of these records can be accessed using the Caseload Management Solution When the Patient/Service User's record is accessed Then the record(s) held by other Service Providers can be viewed Acceptance criterion 2: update Health or Care RecordGiven a Patient/Service User has health or care records held by other Service Providers And one or more of these records can be updated using the Caseload Management Solution When the Patient/Service User's record is accessed Then the record(s) held by other Service Providers can be updated EpicCM8 - reportingAs a Caseload Manager I want to generate reports relating to cases and Caseload So that I can better manage and plan the delivery of care for Patients/Service Users Acceptance criterion 1: report based on a range of selection criteriaGiven that information is available relating to cases and caseloads When the report is run Then the results are output And the output can be analysed to identify trends or performance EpicCM9 - Care Pathway templatesAs a Caseload Manager I want to be able to define Care Pathway templates So that I can standardise delivery of care and create a more consistent experience for Patients/Service Users
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability: None |
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:
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Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding
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