Online Patient Request

Online Patient Request

ID

C65

Version

2.0.0

Type

Capability

Category

Consultations

Status

Effective

Effective Date

May 13, 2026

Contracting Vehicle(s)

Digital Pathways Solution Registry

Description

Enables Patients 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 a Patient Representative:

Able to make clinical/non clinical requests to a Healthcare Organisation on behalf of a Patient.

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 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.

E00584 - Online Patient Request

As a Patient

I want to create an Online Patient Request

So that I can submit an Online Patient Request to a Healthcare Organisation

Acceptance criterion 1: create an Online Patient Request

Given the Patient has accessed the Online Patient Request Solution

When the Patient selects to create an Online Patient Request with the Healthcare Organisation

Then the Patient's demographic and contact details are recorded

And the Online Patient Request is created

E00584 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Online Patient Request to include the following demographic and contact details for the Patient:

    • Name

    • Date of birth

    • Sex

    • Address

    • Mobile/Telephone number (where available)

    • Email (where available)

    • NHS Number

E00584 - Supporting information

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

    • Request Repeat Prescription

    • Request test results

    • Request fit note

    • Submit a Health Review form

    • Request update to the Patient's demographic & contact details

    • Message Healthcare Organisation


E00586 - Patient Representative creates Online Patient Request on behalf of Patient

As a Patient Representative

I want to create an Online Patient Request on behalf of a Patient

So that I can submit an Online Patient Request on behalf of a Patient to a Healthcare Organisation

Acceptance Criterion 1: Patient Representative creates Online Patient Request on behalf of Patient

Given the Patient Representative has accessed the Online Patient Request Solution

When the Patient Representative selects to create an Online Patient Request on behalf of a Patient

Then the Patient Representative’s name and contact details are recorded

And the Patient’s demographic and contact details are recorded

And the Online Patient Request is created

E00586 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Patient Representatives to provide the following details for themselves:

    • Name

    • Contact Details

    • Relationship to the Patient

    • Consent to act on behalf of the Patient

      • If consent has not been given, record the reason why

  • Online Patient Request to include the following demographic and contact details for Patient:

    • Name

    • Date of birth

    • Sex

    • Address

    • Mobile/Telephone number (where available)

    • Email (where available)

    • NHS Number

E00586 - Supporting information

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

    • Request Repeat Prescription

    • Request test results

    • Request fit note

    • Submit a Health Review form

    • Request update to the Patient's demographic & contact details

    • Message Healthcare Organisation


E00784 - Patient/Patient Representative can access the Online Patient Request Solution from the NHS App

As a Patient/Patient Representative

I want to access the Online Patient Request Solution from the NHS App

So that I can access the Online Patient Request Solution while using the NHS App without reauthenticating

Acceptance criterion 1: Patient/Patient Representative can access the Online Patient Request Solution from the NHS App

Given the Patient/Patient Representative has accessed the NHS App

When the Patient/Patient Representative selects to access the Online Patient Request Solution while using the NHS App

Then the Patient/Patient Representative is pre-authenticated via the NHS App

And the Online Patient Request Solution is accessed

E00784 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00789 - verify a Patient's demographic details recorded by a Patient Representative using the Personal Demographics Service (PDS) for an Online Patient Request

As a Health or Care Professional

I want to verify a Patient’s demographic details recorded by a Patient Representative are correct using the Personal Demographics Service (PDS)

So that the Patient’s demographic details are accurate

Acceptance Criterion 1: verify a Patient’s demographic details recorded by a Patient Representative using the Personal Demographics Service (PDS) for an Online Patient Request

Given the Patient Representative has accessed the Online Patient Request Solution

When the Patient Representative selects to create an Online Patient Request on behalf of a Patient

And the Patient Representative has recorded the Patient’s demographic details

Then the Patient’s demographic details are verified using the Personal Demographics Service (PDS)

E00789 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Personal Demographics Service (PDS) Standard

  • The results from the Personal Demographics Service (PDS) must NOT be shared with the Patient or Patient Representative

  • Where a difference in contact details between those supplied on the Online Patient Request, and those held on Personal Demographics Service (PDS), an indication is to be provided to Health or Care Professionals when viewing the Online Patient Consultation request

E00789 - Supporting Information

  • Verifying the Patient's demographic details supports Health of Care Professionals to identify Patients that are registered with the Practice from those that potentially might not be

  • Where a Patient's demographic details cannot be verified, Health of Care Professionals may wish to utilise functionality such as that described in E00794 - manage unmatched Online Patient Requests


E00595 - automated response to Online Patient Request

As a Health or Care Professional

I want an automated response to be provided to Online Patient Requests created by a Patient/Patient Representative

So that the Patient/Patient Representative receives confirmation that their Online Patient Request has been created

Acceptance criterion 1: configure the automated response to Online Patient Requests

Given the Health or Care Professional is permitted to configure the automated response to Online Patient Requests

When the Health or Care Professional selects to configure the automated response to Online Patient Requests

Then the automated response is configured

Acceptance criterion 2: automated response to Online Patient Requests

Given an automated response to Online Patient Requests has been configured

When the Patient/Patient Representative creates an Online Patient Request

Then the automated response is provided to the Patient/Patient Representative

E00595 - Supporting information

  • Examples of an automated response MAY include, but are not limited to:

    • A confirmation of the creation of an Online Patient Request

    • The next steps for the Online Patient Request

    • The working hours for the Healthcare Organisation

    • A time condition automated response

  • Examples of configuring an automated response MAY include, but are not limited to:

    • Enable

    • Disable

    • Create

    • Amend

    • Delete


E00791 - enable/disable Online Patient Requests

As a Health or Care Professional

I want to enable/disable the ability to create Online Patient Requests

So that I can configure when my Healthcare Organisation will receive Online Patient Requests

Acceptance criterion 1: enable Online Patient Requests

Given the Health or Care Professional is permitted to configure Online Patient Requests

When the Health or Care Professional selects to enable Online Patient Requests

Then Online Patient Requests are enabled

Acceptance criterion 2: disable Online Patient Requests

Given the Health or Care Professional is permitted to configure Online Patient Requests

When the Health or Care Professional selects to disable Online Patient Requests

Then Online Patient Requests are disabled

E00791 - Supporting Information

  • Examples of unavailable Online Patient Requests notifications MAY include, but are not limited to:

    • Online Patient Requests requests are unavailable

    • When Online Patient Requests requests will be available

    • Alternative means of contact for the Healthcare Organisation

MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research.

E00790 - Patient/Patient Representative can access the Online Patient Request Solution without being authenticated

As a Patient/Patient Representative

I want access the Online Patient Request Solution without being authenticated

So that I can access the Online Patient Request Solution without authentication

Acceptance criterion 1: Patient/Patient Representative can access the Online Patient Request Solution without being authenticated

Given the Patient/Patient Representative has not been authenticated

When the Patient/Patient Representative selects to access the Online Patient Request Solution

Then the Online Patient Request Solution is accessed

E00790 - Supporting Information


E00587 - request Repeat Prescription

As a Patient/Patient Representative

I want to request Repeat Prescriptions

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

Acceptance criterion 1: Patient/Patient Representative requests Repeat Prescription

Given the Patient/Patient Representative is permitted to request Repeat Prescriptions

When the Patient/Patient Representative selects to submit a Repeat Prescription request

Then the required information is recorded

And the request for the Repeat Prescription is submitted

E00587 - Supporting information

  • Examples of required information the Patient/Patient Representative needs to provide MAY include, but are not limited to:

    • Previous prescription details:

      • Dosage

      • Frequency

      • Duration

    • Required prescription details:

      • Dosage

      • Frequency

      • Duration


E00588 - request test results

As a Patient/Patient Representative

I want to request test results

So that I can receive the results of the tests

Acceptance criterion 1: Patient/Patient Representative request test results

Given the Patient/Patient Representative is permitted to request test results

When the Patient/Patient Representative selects to request a test result

Then the required information is recorded

And the request for test results is submitted

E00588 - Supporting information

  • Examples of the required information the Patient/Patient Representative needs to provide MAY include, but are not limited to:

    • What type of test was performed

    • What the test performed was for

    • When the test was done

    • What is it that the Patient/Patient Representative wants to know

    • What is required from the Practice


E00589 - request fit note

As a Patient/Patient Representative

I want to request a fit note

So that I have evidence of the advice I have been given by my Healthcare Organisation

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

Given a Patient/Patient Representative is permitted to request fit note

When the Patient/Patient Representative selects to request a fit note

And the Patient/Patient Representative indicates that the Patient is going to be sick for less than 7 days

Then the Patient/Patient Representative is signposted for self-certification

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

Given a Patient/Patient Representative is permitted to request fit notes

When the Patient/Patient Representative selects to request a fit note

And the Patient/Patient Representative indicates that the Patient is going to be sick for more than 7 days

Then the Patient’s condition requiring a fit note is recorded

And the reason for the fit note is recorded

And the estimated duration of the fit note is recorded

And the request for a fit note is submitted

E00589 - Supporting information


E00590 - submit Health Review form

As a Patient/Patient Representative

I want to submit a Health Review form

So that a Health or Care Professional can evaluate the Health Review information and advise on potential health problems

Acceptance criterion 1: Patient/Patient Representative submits Health Review

Given a Patient/Patient Representative is permitted to submit Health Review forms

When the Patient/Patient Representative selects to submit a Health Review form

Then the required information is recorded

And the Health Review form is submitted

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

E00590 - Supporting information

  • Examples of the required information the Patient/Patient Representative needs to provide MAY include, but are not limited to:

    • Ongoing condition monitoring information i.e.

      • Asthma

      • COPD

      • Depression

      • Anxiety

    • Previous Health Review information


E00591 - request update to the Patient's demographic & contact details held at Healthcare Organisation

As a Patient/Patient Representative

I want to request demographic & contact details held by the Healthcare Organisation are updated

So that the demographic & contact details are up to date

Acceptance criterion 1: Patient/Patient Representative requests to update the Patient’s name

Given a Patient/Patient Representative is permitted to request an update to the Patient’s demographic details

When the Patient/Patient Representative selects to request to update the Patient’s name

Then the required information is recorded

And the request to update the Patient’s name is submitted

Acceptance criterion 2: Patient/Patient Representative requests to update the Patient’s address

Given a Patient/Patient Representative is permitted to request an update to the Patient’s demographic details

When the Patient/Patient Representative selects to request to update the Patient’s address

Then the required information is recorded

And the request to update the Patient’s address is submitted

Acceptance criterion 3: Patient/Patient Representative requests to update the Patient’s contact details

Given a Patient/Patient Representative is permitted to request an update to the Patient’s contact details

When the Patient/Patient Representative selects to request to update the Patient’s contact details

Then the required information is recorded

And the request to update the Patient’s contact details is submitted

E00591 - Supporting information

  • Examples of the required information the Patient/Patient Representative needs to provide MAY include, but are not limited to:

    • Previous Name

    • Current Name

    • Previous Address

    • Current Address

    • Previous phone number

    • Current phone number

    • Previous email address

    • Current email address


E00593 - message Healthcare Organisation

As a Patient/Patient Representative

I want to message my Healthcare Organisation

So that I can submit a query

Acceptance criterion 1: Patient/Patient Representative to message Healthcare Organisation

Given a Patient/Patient Representative is permitted to message their Healthcare Organisation

When the Patient/Patient Representative selects to message their Healthcare Organisation

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

Then the message is submitted

E00593 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00594 - respond to Online Patient Request from a Patient/Patient Representative

As a Health or Care Professional

I want to respond to an Online Patient Request created by Patient/Patient Representative

So that I can respond to the Online Patient Request

Acceptance criterion 1: view Online Patient Request

Given the Health or Care Professional is permitted to view Online Patient Requests

When the Health or Care Professional selects to view the Online Patient Request

Then the Online Patient Request is displayed

And all information recorded by the Patient/Patient Representative for the Online Patient Request is displayed

Acceptance criterion 2: respond to an Online Patient Request

Given the Health or Care Professional is permitted to respond to Online Patient Requests

And the Patient’s demographic details have been verified

When the Health or Care Professional selects to create a response to an Online Patient Request

Then the response is created

And the Patient/Patient Representative can view the response

E00594 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Initial responses to Online Patient Requests must be linked to the original Online Patient Request

  • All additional responses and correspondence between a Patient/Patient Representative and a Health or Care Professional must be linked to the original Online Patient Request

  • All responses and correspondence can be viewed by Patient/Patient Representative and a Health or Care Professional

E00594 - Supporting Information

  • For information relating to the use of links and attachments in Patient communications, see GP-IG-18-10 in Information Governance


E00596 - configure Health Review forms

As a Health or Care Professional

I want to configure Health Review forms

So that Health Review forms can be configured

Acceptance criterion 1: configure Health Review forms

Given the Health or Care Professionals is permitted to configure Heath Review forms

When the 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 Health Review forms

    • Disable Health Review forms


E00597 - Health or Care Professional requests Patient to submit a Health Review form

As a Health or Care Professional

I want to be able to request for Patients 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 to submit a Health Review form

Given the Health or Care Professional is permitted to request for a Patient to submit a Heath Review form

When the Health or Care Professional selects to request for a Patient to submit a Health Review form

Then the request for a Patient to submit a Health Review form is created

E00597 - Supporting Information

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

    • Alcohol Consumption

    • Asthma

    • Blood Pressure

    • Contraception

    • Oxford Hip Score

    • Oxford Knee Score

    • Patient Health Questionnaire

    • Smoking


E00598 - configure Online Patient Request forms

As a Health or Care Professional

I want to configure Online Patient Request forms

So that Online Patient Request forms can be configured

Acceptance criterion 1: configure Online Patient Request forms

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

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

Then the Online Patient Request form is configured

E00598 - Supporting Information

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

    • Create Online Patient Request forms

    • Amend Online Patient Request forms

    • Delete Online Patient Request forms

    • Enable Online Patient Request forms

    • Disable Online Patient Request forms


E00599 - configure Surveys

As a Health or Care Professional

I want to configure Surveys

So that Surveys can be configured

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 Surveys

    • Disable Surveys

    • Set SLAs and reminders


E00600 - request Patients/Patient Representatives to complete Surveys

As a Health or Care Professional

I want to request Patients/Patient Representatives to complete Surveys