Patient Information Maintenance v1.0.1
- Leah Unsworth-Hughes (Unlicensed)
Full Capability status only. For this Capability, Solutions are required to meet all MUST EPICs and associated acceptance criteria.
Description
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.
Outcomes
| For a Patient: | The accurate recording of a Patient’s personal information (including preferences and related people) which contributes to the identification of the Patient and sharing of correct data across health and care. Increased involvement in their own care through enablement of Citizen Services. Patient safety is increased and facilitates finding patients at risk. |
| For General Practice: | The organisation and presentation of a comprehensive Patient Record ensures up to date and relevant information is available to appropriate staff to support timely Patient care. It supports effective communication with Patients, relevant/nominated parties and other organisations as well as forming the basis for enabling access to Citizen services. |
| For the wider NHS and social care system: | Collecting correct demographic and preference data through a Patient’s primary contact organisation, and making it available across care settings improves efficiency, promotes collaboration and encourages the use of a lifelong integrated care record. By enabling Patients to access Citizen services, Practices improve Audit Trails, have fewer phone calls/face-to-face transactions with Patients, releasing time for staff to be deployed on other tasks. |
C13E1 - 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
C13E2 - 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
C13E3 - 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
C13E4 - 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
C13E5 - 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
C13E6 - 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
C13E7 - 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
C13E8 - 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
C13E9 - 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
C13E10 - 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
C13E11 - 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
C13E12 - 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
C13E13 - 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
C13E14 - 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
C13E15 - 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
C13E16 - 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
C13E17 - 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
C13E18 - 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
C13E19 - 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
C13E20 - 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
C13E21 - 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