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ID

C65

Version

1.0.0

Type

Capability

Category

Consultations

Status

Effective

Effective Date

Framework(s)

Digital Pathways

Description

The Online Patient/Service User Request Capability allows Patients/Service Users to make specific types of clinical/non clinical requests online to their Healthcare Organisation.

Outcomes

For a Patient:

  • Able to make clinical/non clinical requests to a Healthcare Organisation

For Primary Care:

  • To help reduce the administrative burden on Healthcare professionals by freeing up time to focus on providing patient care

For the wider NHS and social care system:

  • Improve efficiency and communication between Patient/Service User and Healthcare Organisation by providing an additional mode of communication alongside traditional methods such as the telephone and walk ins

MUST Epics - Describes the minimum functionality required to deliver a Capability. Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability

E00584 - create an Online Patient/Service User Request

As a Patient/Service User

I want to create an Online Patient/Service User Request

So I can submit specific types of requests to a Health Care Organisation at a time and in a way that is convenient for me

Acceptance criterion 1: Patient/Service User creates an Online Patient/Service User Request

Given the Patient/Service Users is permitted to create Online Patient/Service User Requests

When the Patient/Service User selects to create an Online Patient/Service User Request with the Health or Care Organisation

Then the Health Care Organisation can access the information provided

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

E00585 - Patient/Service User provides demographic & contact details for an Online Patient/Service User Request

As a Health or Care Professional

I want the Patient/Service User to provide demographic & contact details for an Online Patient/Service User Request

So that the Patient/Service User’s identity is captured and the Online Patient/Service User Request can be processed

Acceptance criterion 1: Patient/Service User provides demographic & contact details

Given Patient/Service Users are permitted to create Online Patient/Service User Requests

When a Patient/Service User selects to create an Online Patient/Service User Request with the Health or Care Organisation

Then the Patient/Service User can provide their demographic & contact details

E00585 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Patient/Service Users must provide the following demographic and contact details:

    • Name

    • Date of birth

    • Sex

    • Address

    • Mobile/Telephone number

    • Email


E00586 - Proxy creates Online Patient/Service User Request

As a Proxy

I want to create Online Patient/Service User Requests on behalf of Patient/Service Users

So that I can submit Online Patient/Service User Requests to a Health Care Organisation at a time and in a way that is convenient for me

Acceptance criterion 1: Proxy provides their demographic & contact details

Given Proxies are permitted to create Online Patient/Service User Requests

When a Proxy selects to create an Online Patient/Service User Request

Then the Proxy can record their demographic & contact details

Acceptance criterion 2: Proxy provides relationship with Patient/Service User

Given Proxies are permitted to create Online Patient/Service User Requests on behalf of a Patient/Service User

When a Proxy selects to create an Online Patient/Service User Request on behalf of a Patient/Service User

Then the Proxy can record their relationship with Patient/Service User

Acceptance criterion 3: Proxy provides self certification to submit Online Patient/Service User Requests on behalf of Patient/Service User

Given Proxies are permitted to create Online Patient/Service User Requests on behalf of a Patient/Service User

When a Proxy selects to create an Online Patient/Service User Request on behalf of a Patient/Service User

Then the Proxy declares that they have the permission of the Patient/Service User to be represented by the Proxy

And the declaration of the Patient/Service User to be represented by the Proxy is recorded

Acceptance criterion 4: Proxy creates an Online Patient/Service User Request

Given Proxies are permitted to create Online Patient/Service User Requests on behalf of a Patient/Service User

When a Proxy selects to create an Online Patient/Service User Request on behalf of a Patient/Service User

Then the Proxy can provide Patient/Service User demographic & contact details

And the Online Patient/Service User Request is submitted to the Healthcare Organisation

E00586 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Proxies must provide the following demographic and contact details:

    • Name

    • Date of birth

    • Sex

    • Address

    • Mobile/Telephone number

    • Email

  • Proxies must provide the following demographic and contact details for Patient/Service Users:

    • Name

    • Date of birth

    • Sex

    • Address

    • Mobile/Telephone number

    • Email


E00587 - request Repeat Prescription

As a Citizen

I want to request Repeat Prescription

So that I can request my Repeat Prescription at a time and in a way that is convenient for me

Acceptance criterion 1: Citizen requests Repeat Prescription

Given Citizens are permitted to request Repeat Prescriptions

When a Citizen selects to submit a Repeat Prescription request

And the Citizen provides the required information

Then the request for Repeat Prescription is submitted


E00588 - request test results

As a Citizen

I want to request my test results

So that I can receive the results of the tests

Acceptance criterion 1: Citizen request test results

Given Citizens are permitted to request test results

When a Citizen selects to request a test result

And the Citizen provides the required information

Then the request for test results is submitted

E00588 - Supporting information

  • Examples of information the Citizen will need to provide:

    • Type of test

    • What the test performed was for

    • When the test was done

    • What is it that the patient/service user wants to know

    • What is required from the Practice


E00589 - request fit note

As a Citizen

I want to request a fit note

So that I can provide my employer evidence of the advice been given by my Healthcare Organisation about my fitness to work

Acceptance criterion 1: Citizen is 7 days or less off sick

Given Citizens are permitted to request fit notes

When a Citizen selects to request fit note

And the Citizen confirms that they have been sick for less than 7 days

Then the Citizen is signposted for self-certification

Acceptance criterion 2: Citizen is more than 7 days off sick

Given Citizens are permitted to request fit notes

When a Citizen selects to request fit note

And the Citizen indicates that they are going to be sick for more than 7 days

And the Citizen provides the required information

Then the request for a fit note is submitted

E00589 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Information required from the Citizen in order to request a fit note:

    • What is the patient’s condition they require the fit note for?

    • Reason for fit note?

    • How long does the Patient/Service User need the fit note for?


E00590 - submit Health Review form

As a Citizen

I want to submit a Health Review

So that my Health or Care Professional can evaluate the Health Review and advice on potential health problems

Acceptance criterion 1: Citizen submits Health Review

Given Citizens are permitted to submit Health Reviews

When a Citizen selects to submit a Health Review

And the Citizen provides the required information

Then the Health Review is submitted

And the Health or Care Professional can view the Health Review information


E00591 - request update to demographic & contact details held at Healthcare Organisation

As a Citizen

I want to update my demographic & contact details held at my Healthcare Organisation

So that these details are up to date

Acceptance criterion 1: Citizen request to update name

Given Citizens are permitted to request an update to their demographic details

When a Citizen selects to request to update their name

And the Citizen provides the required information

Then the request to update the demographic details is submitted

Acceptance criterion 2: Citizen request to update address

Given Citizens are permitted to request an update to their demographic details

When a Citizen selects to request to update their address

And the Citizen provides the required information

Then the request to update the demographic details is submitted

Acceptance criterion 3: Citizen request to update contact details

Given Citizens are permitted to request an update to their contact details

When a Citizen selects to request to update their contact details

And the Citizen provides the required information

Then the request to update the contact details is submitted


E00592 - request to register with the Healthcare Organisation

As a Citizen

I want to register with a Healthcare Organisation

So that I can access the Healthcare Organisation’s services

Acceptance criterion 1: Citizen registers with the Health Organisation

Given Citizens are permitted to register with the Healthcare Organisation

When a Citizen selects to submit their registration details

And the Citizen provides the required information

Then the Citizen registration request is submitted

E00592 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00593 - message Healthcare Organisation

As a Citizen

I want to message my Healthcare Organisation

So that I can submit a query

Acceptance criterion 1: Citizen to message Healthcare Organisation

Given Citizens are permitted to message their Healthcare Organisation

When a Citizen selects to message their Healthcare Organisation

And the Citizen has confirmed their message is not a clinical enquiry or are in need of emergency services

Then the message is submitted


E00594 - respond to Online Patient/Service User Requests from Citizens

As a Health or Care Professional

I want to be able to review and respond to an Online Patient/Service User Request submitted by Citizens

So that I can respond to their request in the most appropriate way

Acceptance criterion 1: view Online Patient/Service User Request

Given an Online Patient/Service User Request has been received from a Citizen 

When the Health or Care Professional selects to review the Online Patient/Service User Request

Then they can view the Online Patient/Service User Request

Acceptance criterion 2: respond to a Citizen's Online Patient/Service User Request

Given an Online Patient/Service User Request has been viewed by a Health or Care Professional

When the Health or Care Professional selects to respond to the Online Patient/Service User Request

Then Health or Care Professional can respond to the Online Patient/Service User Request


E00595 - automated responses to Online Patient/Service User Request from Citizens

As a Health or Care Professional

I want the Solution to provide an automated response to Online Patient/Service User Requests submitted by Citizens

So that the Citizens are informed how their Online Patient/Service User Requests will be dealt with

Acceptance criterion 1: customisation of automated response

Given Health or Care Professionals have permission to customise automated responses for Online Patient/Service User Requests

When a Health or Care Professional selects to customise the automated response 

Then the automated response can be customised

Acceptance criterion 2: automated response to Online Patient/Service User Request

Given Citizens selects to create an Online Patient/Service User Request

When the Online Patient/Service User Request is created

Then an automated response is provided to the Citizen


E00596 - configure Health Review forms

As a Health or Care Professional

I want to configure Health Review forms

So that I can gather appropriate information from the Patients/Service Users and Proxies submitting Health Reviews

Acceptance criterion 1: configure Health Review forms

Given Health or Care Professionals are permitted to configure Heath Review forms

When a Health or Care Professional selects to configure a Heath Review form

Then the Heath Review form is configured

E00596 - Supporting Information

  • Examples of configuring Health review forms MAY include, but are not limited to:

    • Add new Health review forms

    • Amend existing Health review forms

    • Delete Health review forms

    • Enable

    • Disable


E00597 - Health or Care Professional requests Patient/Service User to submit Health Review forms

As a Health or Care Professional

I want to request Patient/Service Users to submit a Health Review form

So that I can assess any potential health problems

Acceptance criterion 1: Health or Care Professional requests a Patient/Service User to submit Health Review form

Given Health or Care Professionals are permitted to request Patient/Service Users to submit Heath Review forms

When a Health or Care Professional selects to submit Health Review request to a Patient/Service User

Then the Heath Review request is submitted to the Patient/Service User

Acceptance criterion 2: Health or Care Professional can view the response of Health Review form

Given Health or Care Professionals are permitted to view the response of Health Reviews forms

When a Patient/Service User submits their Health Review form

Then the Health or Care Professional can view the response

E00597 - Supporting Information

  • Examples of Health forms that Patient can be requested to submit MAY include, but not limited to:

    • Asthma

    • Blood Pressure

    • Contraception

    • Smoking

    • Alcohol Consumption

    • Oxford Knee Score

    • Oxford Hip Score

    • Patient Health Questionnaire


E00598 - configure Online Patient/Service User Request forms

As a Health or Care Professional

I want to configure Online Patient/Service User Request forms

So that I can gather appropriate information from Citizens requesting clinical/non clinical support

Acceptance criterion 1: configure Online Patient/Service User Request forms

Given the Health or Care Professional is permitted to configure Online Patient/Service User Request forms

When the Health or Care Professional selects to configure an Online Patient/Service User Request form

Then the Online Patient/Service User Request form is configured

E00598 - Supporting Information

  • Examples of configuring Online Patient/Service User Request forms MAY include, but are not limited to:

    • Create Online Patient/Service User Request forms

    • Amend Online Patient/Service User Request forms

    • Delete Online Patient/Service User Request forms

    • Enable

    • Disable


E00599 - configure Surveys

As a Health or Care Professional

I want to configure Surveys

So that I can gather appropriate information from Citizens

Acceptance criterion 1: configure Surveys

Given the Health or Care Professional is permitted to configure Surveys

When the Health or Care Professional selects to configure a Survey

Then the Survey is configured

E00599 - Supporting Information

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

    • Create Surveys

    • Amend Surveys

    • Delete Surveys

    • Enable

    • Disable

    • Set SLAs and reminders


E00600 - request Citizen to complete Surveys

As a Health or Care Professional

I want to request Citizens to complete Surveys

So that I can gather appropriate information from Citizens

Acceptance criterion 1: request Citizens to complete Surveys

Given Surveys are enabled by the Healthcare Organisation

When a Health or Care Professional selects to submit a request to Citizens to complete a Survey

Then the request is submitted

Acceptance criterion 2: view Survey responses

Given the Health or Care Professional is permitted to view Survey responses from Citizens

When the Health or Care Professional selects to view a Survey response from a Citizen

Then the response is displayed


E00601 - request Citizens to submit Health Review forms using Supplier implemented forms

As a Health or Care Professional

I want to request to Citizens to complete Health Reviews using Supplier implemented forms

So that my Healthcare Organisation do not need to create these forms themselves saving time and effort

Acceptance criterion 1: enable Supplier implemented Health Review form

Given the Health or Care Professionals is permitted to enable Supplier implemented Health Review forms

When the Health or Care Professional selects to enable a Supplier implemented Health Review form

Then the Supplier implemented form is enabled

Acceptance criterion 2: disable Supplier implemented Health Review form

Given the Health or Care Professionals is permitted to disable Supplier implemented Health Review forms

When the Health or Care Professional selects to disable a Supplier implemented Health Review form

Then the Supplier implemented Health Review form is disabled

Acceptance criterion 3: request Citizens to submit Health Review using Supplier implemented forms

Given Supplier implemented Health Review forms are enabled by the Healthcare Organisation

When Health or Care Professional selects to submit a request to a Citizen to complete a Supplier implemented Health Review form

Then the Heath Review request is submitted to the Citizen

Acceptance criterion 4: Health or Care Professional to view Citizens Health Review responses

Given the Health or Care Professional is permitted to view Supplier Implemented Health Review forms

When a Patient/Service User submits their Supplier Implemented Health Review form

Then the Health or Care Professional can view the response

E00601 - Supporting Information

  • The Supplier implemented forms should be based on nationally approved forms or criteria where applicable (e.g. those recommended by National Institute for Health and Care Excellence (NICE) or Medicines and Healthcare products Regulatory Agency (MHRA))


E00602 - automatically add SNOMED CT code for Health Review form requests

As a Health or Care Professional

I want an appropriate SNOMED CT Code to be automatically recorded when Citizens are requested to complete a Health Review form

So that structured coding can be used for Health Reviews to support categorisation, interoperability and reporting

Acceptance criterion 1: configure Health Review form requests to include SNOMED CT codes

Given the Health or Care Professional is permitted to configure Health Review form requests

When the Health or Care Professional selects to configure a SNOMED CT code for the Health Review form

Then the Health Review form is configured with the SNOMED CT code

Acceptance criterion 2: record SNOMED CT code for Health Review form request

Given the Health Review form is configured with a SNOMED CT code

When the Health or Care Professional selects to submit the Health Review form request to a Patient/Service User

Then the SNOMED CT code is recorded

E00602 - Supporting Information

  • See Data Standards for requirements relating to the implementation of SNOMED CT

  • Examples of configuring Health Review form requests to add a SNOMED CT code MAY include, but are not limited to:

    • Add SNOMED CT code to a Health Review form

    • Amend SNOMED CT code for a Health Review form

    • Delete SNOMED CT code for a Health Review form

    • Enable ability to add SNOMED CT codes to Health Review forms

    • Disable ability to add SNOMED CT codes to Health Review forms

E00603 - automated suggestion of SNOMED CT codes for Health Review form responses

As a Health or Care Professional

I want appropriate SNOMED CT codes to be suggested for Health Review form responses

So that automated assistance is provided in recording the SNOMED CT codes for Health Review form responses

Acceptance criterion 1: define the rules for automatically suggesting a SNOMED CT code for Health Review form responses

Given the Health or Care Professional is permitted to define the rules for automatically suggesting a SNOMED CT code for Health Review form responses

When the Health or Care Professional selects to define a rule for automatically suggesting a SNOMED CT code for Health Review form responses

Then the automated suggestion of SNOMED CT codes rule is defined

Acceptance criterion 2: accept automatically suggested SNOMED CT code for a Health Review form response

Given the Health or Care Professional is permitted to record SNOMED CT codes for Health Review form responses

When the automatically identified SNOMED CT codes are presented to the Health or Care Professional

And the Health or Care Professional selects to accept a suggested SNOMED CT code

Then the accepted SNOMED CT code is recorded for the Health Review form response

Acceptance criterion 3: reject automatically suggested SNOMED CT code for a Health Review form response

Given the Health or Care Professional is permitted to record SNOMED CT codes for Health Review form responses

When the automatically identified SNOMED CT codes are presented to the Health or Care Professional

And the Health or Care Professional selects to reject a suggested SNOMED CT code

Then the rejected SNOMED CT code is not recorded for the Health Review form response

Items on the Roadmap which impact or relate to this Capability

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