Patient Information Maintenance - GP V6.0.1
ID | C13 |
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Version | 6.0.1 |
Type | Capability |
Category | Patient care management |
Status | Retired |
Effective Date | Sep 17, 2024 |
Framework(s) |
Description
Supports the registration of Patients and the maintenance of all Patient personal information including demographics. Supports the organisation and presentation of a comprehensive Electronic Patient Record (EPR) and enables other organisations to access this information.
Also supports configuring access to Citizen Services and the submission of data to the Authority for monitoring, research and payment purposes.
Outcomes
For a Patient: | The accurate recording of a Patient’s personal information 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 Electronic Patient Record (EPR) ensures up to date and relevant information is available to appropriate staff to support timely Patient care. It supports effective communication with Patients and other organisations as well as forming the basis for enabling access to Citizen services. |
For the wider NHS and social care system: | The accurate recording of a Patient’s personal information, the organisation and presentation of a comprehensive Electronic Patient Record (EPR) and making it available across care settings improves efficiency, promotes collaboration and encourages the use of a lifelong integrated care record. |
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 |
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E00163 - manage Patient RegistrationsAs a Health or Care Professional I want to manage Patients Registrations So that I can manage which Patients are currently registered with my Healthcare Organisation Acceptance criterion 1: create a Patient RegistrationGiven the Health or Care Professional is permitted to create Patient Registrations When the Health or Care Professional selects to create a Patient Registration Then the Registration Type is recorded And the date the Patient Registration started is recorded And the Named Accountable GP for the Patient is recorded And the Patient Registration is created Acceptance criterion 2: amend a Patient RegistrationGiven the Health or Care Professional is permitted to amend Patient Registrations When the Health or Care Professional selects to amend a Patient Registration And the Patient Registration is amended Acceptance criterion 3: end a Patient RegistrationGiven the Health or Care Professional is permitted to end Patient Registrations When the Health or Care Professional selects to end a Patient Registration Then the date the Patient Registration ended is recorded And the Patient Registration is ended Acceptance criterion 4: view Patient Registration informationGiven the Health or Care Professional is permitted to view Patient Registration information When the Health or Care Professional selects to view a Patient’s Registration information Then the Patient’s Registration information is displayed E00163 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
E00163 - Supporting Information
E00164 - manage Patient Demographic InformationÂAs a Health or Care Professional I want to manage Patient Demographic Information So that Patient Demographic Information is managed Acceptance criterion 1: create Patient Demographic InformationGiven the Health or Care Professional is permitted to create Patient Demographic Information When the Health or Care Professional selects to create Demographic Information for a Patient Then the Patient’s NHS Number is recorded And the Patient’s name is recorded And the Patient’s date of birth is recorded And the Patient’s address is recorded And the Patient’s telephone number can be recorded And other contact details for the Patient can be recorded And the Patient’s ethnicity can be recorded And the Patient Demographic Information is created Acceptance criterion 2: amend Patient Demographic InformationGiven the Health or Care Professional is permitted to amend Patient Demographic Information When the Health or Care Professional selects to amend Patient Demographic Information Then the Patient Demographic Information is amended Acceptance criterion 3: view Patient Demographic InformationGiven the Health or Care Professional is permitted to view Patient Demographic Information When the Health or Care Professional selects to view a Patient’s Demographic Information Then the Patient's Demographic Information is displayed E00164 - Supporting Information
E00165 - manage Electronic Patient Records (EPRs)As a Health or Care Professional I want to manage Electronic Patient Records (EPRs) So that clinical and administrative information relating to a Patient is stored in a single Electronic Patient Record (EPR) Acceptance criterion 1: view an Electronic Patient Record (EPR)ÂGiven the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When the Health or Care Professional selects to view an Electronic Patient Record (EPR) Then the Electronic Patient Record (EPR) is displayed Acceptance criterion 2: update an Electronic Patient Record (EPR)ÂGiven the Health or Care Professional is permitted to update Electronic Patient Records (EPRs) When the Health or Care Professional selects to update an Electronic Patient Record (EPR) Then the Electronic Patient Record (EPR) is updated Acceptance criterion 3: view of all historical information relating to a Patient’s careGiven the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When they select to view all historical information relating to a Patient’s care Then a view of all historical information relating to a Patient’s care is displayed E00166 - manage Citizen Service Access for a PatientAs a Health or Care Professional I want to manage Citizen Service Access for Patients So that Patients have access to Citizen Services Acceptance criterion 1: enable Citizen Service Access for a PatientGiven the Health or Care Professional is permitted to enable Citizen Service Access When the Health or Care Professional selects to enable Citizen Service Access for a Patient Then the Citizen Service Access is enabled for that Patient Acceptance criterion 2: disable Citizen Service Access for a PatientGiven the Health or Care Professional is permitted to disable Citizen Service Access When they select to disable Citizen Service Access for a Patient Then the Citizen Service Access is disabled for that Patient Acceptance criterion 3: create Verified User AccountsGiven the Health or Care Professional is permitted to create Verified User Accounts When they select to create a Verified User Account for a Patient Then the Verified User Account is created for that Patient Acceptance criterion 4: amend Verified User AccountsGiven the Health or Care Professional is permitted to amend Verified User Accounts When they select to amend a Verified User Account for a Patient Then the Verified User Account is amended for that Patient Acceptance criterion 5: view Verified User AccountsGiven the Health or Care Professional is permitted to view Verified User Accounts When they select to view a Verified User Account for a Patient Then the Verified User Account is displayed for that Patient Acceptance criterion 6: generate Verified User Accounts credentials informationGiven the Health or Care Professional is permitted to generate Verified User Account credentials information for a Patient When the Health or Care Professional selects to generate Verified User Account credentials information for a Patient Then the Practice ODS Code is generated And the Verified User Accounts ID is generated And the Verified User Accounts Linkage Key is generated And a list of available Citizen Services is generated And a list of Solutions providing a Citizen Service which integrate with the Patient Information Maintenance Solution is generated And the Verified User Account credentials information is shared with the Patient Acceptance criterion 7: link Verified User Accounts to Online Service AccountsGiven the Health or Care Professional has generated Verified User Account credentials for a Patient When the Patient enters their Verified User Account credentials Then the Online Service Account is linked to their Verified User Account E00167 - manage Identity Verifications for a PatientAs a Health or Care Professional I want to manage Identity Verifications for Patients So that Identity Verifications are managed Acceptance criterion 1: create Identity Verifications for a PatientGiven the Health or Care Professional is permitted to create Identity Verifications When they select to create an Identity Verification for a Patient Then the Identity Verification is created for that Patient Acceptance criterion 2: amend Identity Verifications for a PatientGiven the Health or Care Professional is permitted to amend Identity Verifications When they select to amend an Identity Verification for a Patient Then the Identity Verification is amended for that Patient Acceptance criterion 3: view Identity Verifications for a PatientGiven the Health or Care Professional is permitted to view Identity Verifications When they select to view an Identity Verification for a Patient Then the Identity Verification is displayed for that Patient E00168 - manage Communicate with Practice Citizen Service access for a Patient and the PracticeAs a Health or Care Professional I want to manage Patient access to the Communicate with Practice Citizen Service So that I can manage Patient access to the Communicate With Practice Citizen Service Acceptance criterion 1: enable Patient access to the Communicate with Practice Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the Communicate with Practice Citizen Service Then access to the Communicate with Practice Citizen Service is enabled for the Patient Acceptance criterion 2: disable Patient access to the Communicate with Practice Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Patient’s access to the Communicate with Practice Citizen Service Then access to the Communicate with Practice Citizen Service is disabled for the Patient Acceptance criterion 3: enable Communicate with Practice Citizen Service for the PracticeGiven the Health or Care Professional is permitted to enable a Citizen Service for the Practice When they select to enable the Communicate with Practice Citizen Service for the Practice Then the Communicate with Practice Citizen Service is enabled for the Practice Acceptance criterion 4: disable Communicate with Practice Citizen Service for the PracticeGiven the Health or Care Professional is permitted to disable a Citizen service for the Practice When they select to disable the Communicate with Practice for the Practice Then the Communicate with Practice Citizen Service is disabled for the Practice E00169 - manage Appointments Management Citizen Service access for a Patient and the PracticeAs a Health or Care Professional I want to manage Patient access to the Appointments Management Citizen Service So that I can manage Patient access to the Appointments Management Citizen Service Acceptance criterion 1: enable Patient access to the Appointments Management Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the Appointments Management Citizen Service Then access to the Appointments Management Citizen Service is enabled for the Patient Acceptance criterion 2: disable Patient access to the Appointments Management Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable the Patient’s access to the Appointments Management Citizen Service Then access to the Appointments Management Citizen Service is disabled for the Patient Acceptance criterion 3: enable Appointments Management Citizen Service for the PracticeGiven the Health or Care Professional is permitted to enable a Citizen Service for the Practice When they select to enable the Appointments Management Citizen Service for the Practice Then the Appointments Management Citizen Service is enabled for the Practice Acceptance criterion 4: disable Appointments Management Citizen Service for the PracticeGiven the Health or Care Professional is permitted to disable a Citizen Service for the Practice When they select to disable the Appointments Management Citizen Service for the Practice Then the Appointments Management Citizen Service is disabled for the Practice E00170 - manage Prescription Ordering Citizen Service access for a Patient and the PracticeAs a Health or Care Professional I want to be able to manage Patient access to the Prescription Ordering Citizen Service So that I can manage Patient access to Prescription Ordering Citizen Service for Repeat Medication Acceptance criterion 1: enable Patient access to the Prescription Ordering Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the Prescription Ordering Citizen Service Then access to the Prescription Ordering Citizen Service is enabled for the Patient Acceptance criterion 2: disable Patient access to the Prescription Ordering Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable the Patient’s access to Prescription Ordering Then access to the Prescription Ordering Citizen Service is disabled for the Patient Acceptance criterion 3: enable Prescription Ordering Citizen Service for the PracticeGiven the Health or Care Professional is permitted to enable a Citizen Service for the Practice When they select to enable the Prescription Ordering Citizen Service for the Practice Then the Prescription Ordering Citizen service is enabled for the Practice Acceptance criterion 4: disable Prescription Ordering Citizen Service for the PracticeGiven the Health or Care Professional is permitted to disable a Citizen Service for the Practice When they select to disable the Prescription Ordering Citizen Service for the Practice Then the Prescription Ordering Citizen Service is disabled for the Practice E00171 - manage View Record Citizen Service Access for the PracticeAs a Health or Care Professional I want to be able to manage access to the View Record Citizen Service for the Practice So that I can manage access to View Record Citizen Service Acceptance criterion 1: enable access to the Summary Information Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to enable access to the Summary Information Record Level for the Practice Then the Summary Information Record Access Level is enabled for the Practice Acceptance criterion 2: disable access to the Summary Information Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to disable access to the Summary Information Record Access Level for the Practice Then the Summary Information Record Access Level is disabled for the Practice Acceptance criterion 3: enable access to the Detailed Coded Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to enable access to the Detailed Coded Record Access Level for the Practice Then the Detailed Coded Record Access Level is enabled for the Practice Acceptance criterion 4: disable access to the Detailed Coded Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to disable a Patient’s access to the Detailed Coded Record Access Level for the Practice Then the Detailed Coded Record Access Level is disabled for the Practice Acceptance criterion 5: enable access to the Document Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice And the Detailed Coded Recorded Access Level is enabled When they select to enable access to the Document Access Level for the Practice Then the Document Access Level is enabled for the Practice Acceptance criterion 6: disable access to the Document Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to disable access to the Document Access Level for the Practice Then the Document Access Level is disabled for the Practice Acceptance criterion 7: enable access to the View Record Full Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to enable access to the View Full Record Level Access Level for the Practice Then they can record a start date for data to be available from And the View Record Full Record Access Level is enabled for the Practice Acceptance criterion 8: disable access to View Record Full Record Access Level for the PracticeGiven the Health or Care Professional is permitted to configure access to Citizen Services for the Practice When they select to disable a Patient’s access to a View Record Full Record Access Level for the Practice Then View Record Full Record Access Level is disabled for the Practice E00172 - manage View Record Citizen Service Access for a PatientAs a Health or Care Professional I want to be able to manage access to the View Record Citizen Service for individual Patients So that I can manage Patient access to View Record Citizen Service Acceptance criterion 1: enable Patient access to the Summary Information Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the Summary Information Record Level Then the Summary Information Record Access Level is enabled for the Patient Acceptance criterion 2: disable Patient access to the Summary Information Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Patient’s access to the Summary Information Record Access Level Then the Summary Information Record Access Level is disabled for the Patient Acceptance criterion 3: enable Patient access to the Detailed Coded Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the Detailed Coded Record Access Level Then the Detailed Coded Record Access Level is enabled for the Patient Acceptance criterion 4: disable Patient access to the Detailed Coded Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Patient’s access to the Detailed Coded Record Access Level Then the Detailed Coded Record Access Level is disabled for the Patient Acceptance criterion 5: enable Patient access to the Document Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services And the Detailed Coded Recorded Access Level is enabled When they select to enable the Patient’s access to the Document Access Level Then the Document Access Level is enabled for the Patient Acceptance criterion 6: disable Patient access to the Document Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Patient’s access to the Document Access Level Then the Document Access Level is disabled for the Patient Acceptance criterion 7: enable Patient access to the View Record Full Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable the Patient’s access to the View Full Record Level Access Level Then they can record a start date for data to be available from And the View Record Full Record Access Level is enabled for the Patient Acceptance criterion 8: disable Patient access to View Record Full Record Access Level for a PatientGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Patient’s access to a View Record Full Record Access Level Then View Record Full Record Access Level is disabled for the Patient E00173- manage Communicate With Practice Citizen Service communicationsAs a Health or Care Professional I want to manage Citizen communications created via the Communicate With Practice Citizen Service So that the Practice can communicate with Citizens using the Communicate With Practice Citizen Service Acceptance criterion 1: create Communication Records for Communicate With Practice Citizen Service communicationsGiven a Citizen has sent a communication using the Communicate With Practice Citizen Service When the communication is received by the Practice Then a record of the communication is created in the Electronic Patient Record (EPR) Acceptance criterion 2: respond to communications sent via the Communicate With Practice Citizen ServiceGiven the Health or Care Professional is permitted to communicate with a Citizen via the Communicate With Practice Citizen Service When they select to respond to a communication sent via the Communicate With Practice Citizen Service Then the communication is created And can be viewed by the Citizen using the Communicate With Practice Citizen Service E00174 - configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen ServiceAs a Health or Care Professional I want to record that elements of the Electronic Patient Record (EPR) are Restricted from View Record So that elements recorded as Restricted from View Record are not displayed to Citizens via the View Record Citizen Service Acceptance criterion 1: record existing elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service upon reviewGiven the Health or Care Professional is permitted to review the Electronic Patient Record (EPR) When they select to record an existing element of the Electronic Patient Record (EPR) as Restricted from View Record Then this element is recorded as Restricted from View Record And it is not displayed in Citizen Services Acceptance criterion 2: record elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service whilst entering informationGiven the Health or Care Professional is permitted to enter information into the Electronic Patient Record (EPR) When they enter information into the Electronic Patient Record (EPR) And the Health or Care Professional selects to record an element of this information as Restricted from View Record Then this element is recorded as Restricted from View Record And it is not displayed via the View Record Citizen Service Acceptance criterion 3: indicate Restricted from View Record elements to Health or Care ProfessionalsGiven the Health or Care Professional is permitted to view the Electronic Patient Record (EPR) And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record When the Health or Care Professional selects to view the Electronic Patient Record (EPR) Then the Health or Care Professional can view that these elements are Restricted from View Record Acceptance criterion 4: update elements recorded as Restricted from View Record as available for View RecordGiven the Health or Care Professional is permitted to view the Electronic Patient Record (EPR) And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record When the Health or Care Professional selects to record an element as available for View Record Then this element is recorded as available for the View Record Citizen Service And it is displayed via the View Record Citizen Service E00255 - display Patient Alerts for Electronic Patient Records (EPRs)As a Health or Care Professional I want Patient Alerts to be displayed for Electronic Patient Records (EPRs) So key characteristics relating to the Patient are indicated to Health or Care Professionals Acceptance criterion 1: display Patient Alert in Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR) And a Patient Alert is recorded for that Patient's Electronic Patient Record (EPR) Then the Patient Alert is displayed E00175 - NHAIS HA/GP LinksAs a Health or Care Professional I want to maintain Patient Registration information via NHAIS HA/GP Links So that Patient Registration information is up to date Acceptance criterion 1: send Patient Registration InformationGiven a Health or Care Professional is permitted to manage Patient Registrations When the Health or Care Professional creates a Registration for a Patient Then a NHAIS HA/GP Links registration message is created Acceptance criterion 2: receive Patient Registration InformationGiven a NHAIS HA/GP Links message has been sent to the GP Practice When the Health or Care Professional selects to view the received NHAIS HA/GP Links messages Then the NHAIS HA/GP Links messages are displayed E00176 - Personal Demographics Service (PDS)As a Health or Care Professional I want the Solution to be integrated with Personal Demographics Service (PDS) So that Personal Demographics information for Patients is up to date Acceptance criterion 1: update PDS data based on Solution dataGiven the local Electronic Patient Record (EPR) in the Solution is matched to a PDS record And there are differences between the information held in the Solution for the Patient and the PDS record When the Health or Care Professional selects to update the PDS record information based on the local Electronic Patient Record (EPR) information Then the data held in the PDS record for that Patient is updated to match the local Electronic Patient Record (EPR) Acceptance criterion 2: update Solution data based on PDS dataGiven the local Electronic Patient Record (EPR) in the Solution is linked to a PDS record And there are differences between the information held in the Solution for the Patient and the PDS record When the Health or Care Professional selects to update the local Electronic Patient Record (EPR) based on PDS record information Then the data held in the Patient’s local Electronic Patient Record (EPR) is updated to match the PDS record Acceptance criterion 3: verify Patients using PDS during the Registration processGiven the Health or Care Professional is creating a Patient Registration When the Health or Care Professional enters the Patient’s information Then an Advanced Trace on PDS data is triggered And the results are displayed E00177 - transfer Electronic Patient Records (EPRs) between GP PracticesAs a Health or Care Professional I want to electronically transfer Electronic Patient Records (EPRs) between GP Practices So that Electronic Patient Records (EPRS) are transferred directly and securely when they move from one GP Practice to another Acceptance criterion 1: automatically transfer and integrate an Electronic Patient Record (EPR)Given the Health or Care Professional is permitted to create Patient Registrations When the Health or Care Professional selects to complete the Patient Registration Then the Patient’s Electronic Patient Record (EPR) is electronically transferred to the GP Practice And the Electronic Patient Record (EPR) is automatically integrated Acceptance criterion 2: view a Patient’s transferred and integrated Electronic Patient Record (EPR)Given a Patient's Electronic Patient Record (EPR) has been transferred and integrated to a new GP Practice When the Health or Care Professional selects to view the Patient’s integrated Electronic Patient Record (EPR) Then the Patient’s Electronic Patient Record (EPR) is displayed E00178 - Summary Care Record (SCR)As a Health or Care Professional I want to manage Summary Care Records for Patients So that up to date Summary Care Records are available to be viewed Acceptance criterion 1: create Summary Care RecordGiven the Health or Care Professional is permitted to create Summary Care Records When the Health or Care Professional selects to create a Summary Care Record for a Patient Then the Summary Care Record is created Acceptance criterion 2: update Summary Care RecordGiven the Health or Care Professional is permitted to update Summary Care Records When the Health or Care Professional selects to update the Summary Care Record for a Patient Then the Summary Care Record is updated Acceptance criterion 3: view Summary Care RecordGiven the Health or Care Professional is permitted to view Summary Care Records When the Health or Care Professional selects to view the Summary Care Record for a Patient Then the Summary Care Record is displayed Acceptance criterion 4: withdraw Summary Care RecordGiven there is a Summary Care Record for a Patient And the Health or Care Professional is permitted to withdraw Summary Care Records When the Health or Care Professional selects to withdraw the Summary Care Record for a Patient Then the Summary Care Record is withdrawn E00179 - GP Connect - Access RecordAs a Health or Care Professional I want to enable access to Patient information for other Healthcare Organisations via GP Connect So that Patient information can be accessed by other Healthcare Organisations Acceptance criterion 1: provide access to GP Patient Information as a HTML viewGiven there is Patient data to be shared for a Patient When the Health or Care Professional at another Healthcare Organisation selects information from the Patient’s GP Record Then the Patient information is displayed as a HTML view Acceptance criterion 2: provide access to GP Patient Information relating to Medications and AllergiesGiven there is Patient data to be shared for a Patient When the Health or Care Professional at another Healthcare Organisation selects information from the Patient’s GP Record Then the structured Medication and Allergies data for the Patient is displayed E00180 - GP Connect Messaging - Send DocumentAs a Health or Care Professional I want to receive Patient documents from other Healthcare Organisations So that Patient documents from other Healthcare Organisations can be stored in Electronic Patient Records (EPRs) Acceptance criterion 1: view Patient documentsGiven that Patient documents have been received by the Healthcare Organisation When the Health or Care Professional selects to view the Patient documents Then the label for each document is displayed And the flag for each document is displayed And the Health or Care Professional can view the Patient documents E00181 - NHS 111 CDA messagesAs a Health or Care Professional I want to be able to receive NHS111 CDA messages from 111 providers So that NHS111 information for Patients can be stored in Electronic Patient Records (EPRs) Acceptance criterion 1: view NHS111 CDA messages message contentGiven that a valid NHS111 CDA message has been sent to the Healthcare Organisation When the Health or Care Professional selects to view information received via a NHS111 CDA message for a Patient Then the information is displayed E00182 - General Practice Extraction Service (GPES)As a Health or Care Professional I want to submit data extracts to the Authority using the GPES Data Extraction Service So that data relating to my GP Practice can be submitted to the Authority Acceptance criterion 1: create GPES data extractsGiven there is GPES data to be submitted for the GP Practice When the creation of the GPES data extract file is triggered Then the GPES data extract file is created E00183 - Digital Medicines and Pharmacy FHIR MessagesAs a Health or Care Professional I want to view immunisation and medication data shared via Digital Medicines and Pharmacy FHIR messages So that I have an up to date record of immunisations and medications administered to a Patient Acceptance criterion 1: view Digital Medicines and Pharmacy FHIR messagesGiven that a valid Digital Medicines and Pharmacy FHIR message has been sent to the Healthcare Organisation When the Health or Care Professional selects to view information received via a Digital Medicines and Pharmacy FHIR message for a Patient Then the information is displayed E00184 - GP Data for Planning and ResearchAs a Health or Care Professional I want to submit GP Data for Planning and Research data to the Authority So that information can be submitted to the Authority to enable planning and research Acceptance criterion 1: create GP Data for Planning and Research data for submissionGiven there is GP Data to be submitted by the Solution When the creation of the GP Data for Planning and Research data file is triggered Then the GP Data for Planning and Research data file is created E00185 - submit Primary Care Clinical Terminology Usage data to the AuthorityAs a Health or Care Professional I want to submit Primary Care Clinical Terminology Usage data to the Authority on behalf of my Healthcare Organisation So that aggregated counts of clinical coded terms can be submitted to the Authority to enable monitoring Acceptance criterion 1: create Primary Care Clinical Terminology Usage data for submissionGiven there is Primary Care Clinical Terminology Usage data to be submitted by the Solution When the creation of the Primary Care Clinical Terminology Usage data file is triggered Then the Primary Care Clinical Terminology Usage data file is created E00109 - submit Management Information (MI) data to the AuthorityAs a Health or Care Professional I want Management Information (MI) data to be sent to the Authority on behalf of my Healthcare Organisation So that aggregated counts of information can be submitted to the Authority to enable monitoring Acceptance criterion 1: create Management Information (MI) data for submissionGiven there is Management Information (MI) data to be submitted by the Solution When the creation of the Management Information (MI) data file is triggered Then the Management Information (MI) data file is created E00277 - Transfer of Care FHIR PayloadAs a Health or Care Professional I want to receive Transfer of Care FHIR messages for Patients So that Transfer of Care information can be viewed and processed Acceptance criterion 1: view Transfer of Care FHIR message contentGiven a Transfer of Care FHIR message has been received for a Patient When the Health or Care Professional selects to view the Transfer of Care information Then the Transfer of Care information is displayed E00303 - extract vaccination dataAs a Health or Care Professional I want vaccination data to be sent to the Authority on behalf of my Healthcare Organisation So that vaccination data relating to my Healthcare Organisation can be submitted to the Authority Acceptance criterion 1: create the vaccination data extractsGiven there is vaccination data to be submitted for the Healthcare Organisation When the creation of the vaccination data extract file is triggered Then the vaccination data extract file is created E00285 - National Data Opt-OutAs a Health or Care Professional I want the Solution to retrieve and uphold each Patient’s National Data Opt-Out preference for data dissemination So that only appropriate Patient data is included when sharing confidential Patient information for purposes beyond individual care in line with national policy Acceptance criterion 1: uphold National Data Opt-Out preferencesGiven a Patient data extract has been triggered When a Patient has a National Data Opt-Out recorded Then they are excluded from the Patient data extract E00304 - Patient-based report on lipid managementAs a Health or Care Professional I want to generate a Patient-based report on lipid management  So that I can identify patients who may benefit from treatment intervention or review Acceptance criterion 1: generate a Patient-based report on lipid managementGiven the Health or Care Professional is permitted to generate a report When they select to generate a Patient-based report on lipid management Then the report results are displayed E00396 - firearms warningsAs a Health or Care Professional I want to be warned of any conditions that may cause concern when completing a Medical Information Proforma for an Applicant in support of a firearm license request So that I can be supported in completing the Medical Information Proforma Acceptance criterion 1: warning listing all conditions of concern when recording new firearms application for a PatientGiven the Health or Care Professional has recorded the coded term for a new firearms application to the Electronic Patient Record (EPR) When there are any coded terms from the Firearms Trigger Concept Simple Reference Set (FTCSRS) in the Electronic Patient Record (EPR) Then a warning is displayed listing these coded terms Acceptance criterion 2: warning when recording FTCSRS code for a Patient that holds or has recently applied for a Firearms CertificateGiven there is a current Firearm Certificate Code in the Electronic Patient Record (EPR) When the Health or Care Professional records a coded term from the Firearms Trigger Concept Simple Reference Set (FTCSRS) in the Electronic Patient Record (EPR) Then a warning is displayed advising that the Patient holds or has recently applied for a Firearms Certificate E00440 - GP Connect - Update Patient RecordAs a Health or Care Professional I want to receive structured clinical updates for Patients from other Healthcare Organisations So that structured clinical updates from other Healthcare Organisations can be stored in Electronic Patient Records (EPRs) Acceptance criterion 1: view received structured clinical updatesGiven that structured clinical updates for a Patient have been sent to the Healthcare Organisation When the Health or Care Professional selects to view the Electronic Patient Record (EPR) Then the received Patient encounter information is displayed And the received Patient observations are displayed And the received Patient medications are displayed E00680 - automatically update Patient details for received PDS Record Change notificationsAs a Health or Care Professional I want to receive notifications when PDS information for a Patient is updated by the Patient So that the information held for Patients by my Healthcare Organisation can be automatically updated Acceptance Criterion 1: automatically update mobile phone number for PatientsGiven a PDS Record Change notification has been received for a Patient And the source of the change is specified as the Patient in the PDS Record Change notification When the PDS Record Change notification includes a mobile phone number change for the Patient Then the Patient’s mobile phone number is automatically updated Acceptance Criterion 2: automatically update email address for PatientsGiven a PDS Record Change notification has been received for a Patient And the source of the change is specified as the Patient in the PDS Record Change notification When the PDS Record Change notification includes an email address change for the Patient Then the Patient’s email address is automatically updated |
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 |
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E00186 - search for Electronic Patient Records (EPRs)As a Health or Care Professional I want to search for Electronic Patient Records (EPRs) So that I can find Electronic Patient Records (EPRs) for Patients Acceptance criterion 1: search for an Electronic Patient Record (EPR)Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When they search for an Electronic Patient Record (EPR) Then the search results are displayed E00187 - search content of an Electronic Patient Record (EPR)As a Health or Care Professional I want to be able to search the content of an Electronic Patient Record (EPR) So that I can view Patient information relevant to my search term Acceptance criterion 1: search the content of an Electronic Patient Record (EPR)Given the Health or Care Professional has permission to manage an Electronic Patient Record (EPR) When the Health or Care Professional enters a search term Then content that matches the search term in the Electronic Patient Record (EPR) is displayed E00188 - search the contents of documents attached to an Electronic Patient Record (EPR)As a Health or Care Professional I want to be able to search the contents of a document attached to an Electronic Patient Record (EPR) So that I can view content within the document that is relevant to my search term Acceptance criterion 1: search the contents of a documentGiven there is a document attached to an Electronic Patient Record (EPR) When the Health or Care Professional selects to search the content of a document for a specific term Then document contents that match the search term are displayed E00189 - print the Electronic Patient Record (EPR)As a Health or Care Professional I want to be able to print the Electronic Patient Record (EPR) So that the Electronic Patient Record (EPR) can be printed Acceptance criterion 1: print the Electronic Patient Record (EPR)Given the Health or Care Professional is permitted to manage an Electronic Patient Record (EPR) When the Health or Care Professional selects to print an Electronic Patient Record (EPR) Then the Electronic Patient Record (EPR) is printed E00190 - export the Electronic Patient Record (EPR)As a Health or Care Professional I want to be able to export the Electronic Patient Record (EPR) So that the Electronic Patient Record (EPR) can be exported into an electronic file format Acceptance criterion 1: export the Electronic Patient Record (EPR)Given the Health or Care Professional is permitted to export an Electronic Patient Record (EPR) When the Health or Care Professional selects to export an Electronic Patient Record (EPR) Then the Electronic Patient Record (EPR) is exported E00191 - manage a personalised display of Electronic Patient Records (EPRs)As a Health or Care Professional I want to manage a personalised display for Electronic Patient Records (EPRs) So that I have a personalised display of Electronic Patient Records (EPRs) that can be saved and applied to all Electronic Patient Records (EPRs) Acceptance criterion 1: create a personalised display of Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When they select to create a personalised display for Electronic Patient Records (EPRs) Then a personalised display is created Acceptance criterion 2: view Electronic Patient Records (EPRs) using personalised displayGiven the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When they select to view an Electronic Patient Record (EPR) And they have created a personalised display for Electronic Patient Records (EPRs) Then the Electronic Patient Record (EPR) is displayed with the personalised display applied Acceptance criterion 3: amend a personalised display of Electronic Patient Records (EPRs)Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs) When they select to amend the personalised display for Electronic Patient Records (EPRs) Then the personalised display is amended Acceptance criterion 4: delete a personalised display of Electronic Patient Records (EPRs)Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs) When they select to delete the personalised display for Electronic Patient Records (EPRs) Then the personalised display is deleted And the default display is applied to all Patient Records the Health or Care Professional views E00192 - notifications for outstanding actions on an Electronic Patient Record (EPR)As a Health or Care Professional I want to be notified when there are outstanding actions on an Electronic Patient Record (EPR) So that I am notified of the outstanding actions Acceptance criterion 1: notification of outstanding actionsGiven the Health or Care Professional is accessing the Electronic Patient Record (EPR) When there are outstanding actions relating to the Patient Then the Health or Care Professional is notified E00193 - manage Patient Related PersonsAs a Health or Care Professional I want to manage Patient Related Persons So that there is an up to date record of Patient Related Persons Acceptance criterion 1: create Patient Related PersonsGiven the Health or Care Professional is permitted to create a Patient Related Person When they select to create a Patient Related Person Then the Patient Related Person is created Acceptance criterion 2: amend Patient Related PersonsGiven the Health or Care Professional is permitted to amend a Patient Related Person When they select to amend a Patient Related Person Then the Patient Related Person is amended Acceptance criterion 3: view Patient Related PersonsGiven the Health or Care Professional is permitted to view a Patient Related Person When they select to view a Patient Related Person Then the Patient Related Person is displayed Acceptance criterion 4: delete Patient Related PersonsGiven the Health or Care Professional is permitted to delete a Patient Related Person When they select to delete a Patient Related Person Then the Patient Related Person is deleted E00194 - manage Patient Problem listsAs a Health or Care Professional I want a problem-orientated approach to recording and viewing Patient data So that information from the Electronic Patient Record (EPR) relating to a single Problem can be viewed together Acceptance criterion 1: add a new Problem to the Patient’s Problem listGiven the Health or Care Professional is permitted to manage Patient Problem lists When the Health or Care Professional selects to create a new Problem for the Patient’s Problem list Then the Problem is created on the Patient’s Problem list Acceptance criterion 2: remove Problem from the Patient’s Problem listGiven the Health or Care Professional is permitted to manage Patient Problem lists When the Health or Care Professional selects to remove a Problem from the Patient’s Problem list Then the Problem is removed from the Patient’s Problem list E00195 - manage manual Patient Alerts for Electronic Patient Records (EPRs)As a Health or Care Professional I want to manually manage Patient Alerts for Electronic Patient Records (EPRs) So key characteristics relating to the Patient are indicated to Health or Care Professionals Acceptance criterion 1: create a manual Patient Alert for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to create a Patient Alert for a Patient’s Electronic Patient Record (EPR) Then the Patient Alert is created Acceptance criterion 2: view manual Patient Alerts for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR) And a manual Patient Alert is recorded for that Patient's Electronic Patient Record (EPR) Then the Patient Alert is displayed Acceptance criterion 3: remove a manual Patient Alert for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to remove a Patient Alert from an Electronic Patient Record (EPR) Then the Patient Alert is removed E00196 - manage automatic Patient Alerts for Electronic Patient Records (EPRs)As a Health or Care Professional I want Patient Alerts to be automatically displayed for Electronic Patient Records (EPRs) So key characteristics relating to the Patient are indicated to Health or Care Professionals automatically Acceptance criterion 1: create automatic Patient Alerts for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to create an automatic Patient Alert for Electronic Patient Records (EPRs) Then they can specify the criteria for the Patient Alert to be displayed And the automatic Patient Alert is created Acceptance criterion 2: view configuration for automatic Patient Alerts for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to view the configuration of an automatic Patient Alert for Electronic Patient Records (EPRs) Then the configuration for the automatic Patient Alert is displayed Acceptance criterion 3: amend automatic Patient Alerts for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to amend an automatic Patient Alert for Electronic Patient Records (EPRs) Then the automatic Patient Alert is amended Acceptance criterion 4: view automatic Patient Alerts for Patients for Electronic Patient Records (EPRs)Given there are automatic Patient Alerts created for Electronic Patient Records (EPRs) When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR) And the criteria for an automatic Patient Alert is met Then the Patient Alert is displayed for that Patient’s Electronic Patient Record (EPR) Acceptance criterion 5: delete automatic Patient Alerts for Electronic Patient Records (EPRs)Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs) When the Health or Care Professional selects to delete an automatic Patient Alert for Electronic Patient Records (EPRs) Then the automatic Patient Alert is deleted And is no longer displayed for Patients E00197 - support Registrations for Private PatientsAs a Health or Care Professional I want to categorise Patients as being Private Registrations So that I can support Private Registrations Acceptance criterion 1: record Patient Registration Type as PrivateGiven the Health or Care Professional is permitted to create Patient Registrations When the Health or Care Professional selects to create a Patient Registration Then the Registration Type can be recorded as Private And the Patient’s individual GP can be recorded And the Patient Registration is created E00198 - support Registrations for Other ServicesAs a Health or Care Professional I want to categorise Patients as Registered for Other Services So that I can support Registrations for Other Services Acceptance criterion 1: record Patient Registration Type as Other ServicesGiven the Healthcare Organisation is permitted to create Patient Registrations When the Health or Care Professional selects to create a Patient Registration Then the Patient’s Registration Type can be recorded as Other Services And the Patient’s individual GP can be recorded And the Patient Registration is created E00199 - manage Subject Access Request (SAR) requestsAs a Health or Care Professional I want to manage SAR requests So that I can manage SAR requests Acceptance criterion 1: create SAR requestsGiven the Health or Care Professional is permitted to create SAR requests When they select to create a SAR request Then the SAR request is created Acceptance criterion 2: amend SAR requestsGiven the Health or Care Professional is permitted to amend SAR requests When they select to amend a SAR request Then the SAR request is amended Acceptance criterion 3: view SAR requestsGiven the Health or Care Professional is permitted to view SAR requests When they select to view a SAR request Then the SAR request is displayed Acceptance criterion 4: delete SAR requestsGiven the Health or Care Professional is permitted to delete SAR requests When they select to delete a SAR request Then the SAR request is deleted E00200 - view Subject Access Request reportsAs a Health or Care Professional I want to view Subject Access Request reports So that I can see Subject Access Request activity Acceptance criterion 1: view Subject Access Request reportsGiven the Health or Care Professional is permitted to view Subject Access Request reports When the Health or Care Professional selects to view a Subject Access Request report Then the Subject Access Request report is displayed E00201 - verify Patient Contact DetailsAs a Health or Care Professional I want to verify a Patient’s Contact Details So that I have a record that the Patient’s Contact Details have been verified Acceptance criterion 1: successful verification of a Patient’s Contact DetailsGiven the Health or Care Professional is permitted to verify a Patient’s Contact Details When they select to verify the Patient’s Contact Details And verification is successful Then the Contact Details status is updated to Verified Acceptance criterion 2: manual update to a Patient’s Contact Details verification statusGiven the Health or Care Professional is permitted to amend the verification status of a Patient’s Contact Details When they select to amend the verification status of a Patient’s Contact Details Then the verification status is amended E00202 - configure Welcome Message for Citizen ServicesAs a Health or Care Professional I want to configure a Welcome Message for Citizen Services So that a Welcome Message for Citizen Services is displayed for Citizens when accessing Citizen Services Acceptance criterion 1: configure a Welcome Message for Citizen ServicesGiven the Health or Care Professional is permitted to configure a Welcome Message for Citizen Services When they select to configure a Welcome Message Then the Welcome Message is configured E00203 - configure a Disclaimer for Citizens using a Communicate with Practice Citizen ServiceÂAs a Health or Care Professional I want to configure a Disclaimer for the Communicate with Practice Citizen Service Solution So that I can configure the Disclaimer displayed for Citizens creating a message using the Communicate with Practice Citizen Service Acceptance criterion 1: configure a Disclaimer for Communicate with Practice Citizen ServiceGiven the Health or Care Professional is permitted to configure a Disclaimer for Communicate with Practice Citizen Service When they select to configure the Disclaimer for Citizens creating a message using the Communicate with Practice Citizen Service Then the Disclaimer is configured E00204 - view Citizen Service UsageAs a Health or Care Professional I want to view Citizen Service usage So that I can see Citizen’s activity on Citizen Services Acceptance criterion 1: view Citizen Service usageGiven the Health or Care Professional is permitted to view Citizen Services usage When they select to view Citizen Services usage Then the Citizen Services usage is displayed E00205 - manage Acute Prescription Request Citizen Service for a Patient and the PracticeAs a Health or Care Professional I want to manage Patient access to the Acute Prescription Request Citizen Service So that I can manage Patient access to the Acute Prescription Request Citizen Service Acceptance criterion 1: enable Patient access to the Acute Prescription Request Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable a Patient’s access to the Acute Prescription Request Citizen Service Then access to the Acute Prescription Request Citizen Service is enabled for the Patient Acceptance criterion 2: disable Patient access to the Acute Prescription Request Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable the Patient’s access to the Acute Prescription Request Citizen Service Then access to the Acute Prescription Request Citizen Service is disabled for the Patient Acceptance criterion 3: enable Acute Prescription Request Citizen Service for the PracticeGiven the Health or Care Professional is permitted to enable a Citizen Service for the Practice When they select to enable the Acute Prescription Request Citizen Service for the Practice Then the Acute Prescription Request Citizen Service is enabled for the Practice Acceptance criterion 4: disable Acute Prescription Request Citizen Service for the PracticeGiven the Health or Care Professional is permitted to disable a Citizen Service for the Practice When they select to disable the Acute Prescription Request for the Practice Then the Acute Prescription Request Citizen Service is disabled for the Practice E00206 - manage Citizen Service Access for a ProxyAs a Health or Care Professional I want to manage Citizen Service Access for Proxies So that Proxies have access to Citizen Services on behalf of Patients Acceptance criterion 1: enable Proxy Citizen Service AccessGiven the Health or Care Professional is permitted to enable Citizen Service Access When the Health or Care Professional selects to enable Citizen Service Access for a Proxy Then the Citizen Service Access is enabled for that Proxy Acceptance criterion 2: disable Proxy Citizen Service AccessGiven the Health or Care Professional is permitted to disable Citizen Service Access When they select to disable Citizen Service Access for a Proxy Then the Citizen Service Access is disabled for that Proxy Acceptance criterion 3: create Proxy Verified User AccountsGiven the Health or Care Professional is permitted to create a Verified User Accounts When they select to create a Verified User Account for a Proxy Then the Verified User Account is created for that Proxy Acceptance criterion 4: amend Proxy Verified User AccountsGiven the Health or Care Professional is permitted to amend Verified User Accounts When they select to amend a Verified User Account for a Proxy Then the Verified User Account is amended for that Proxy Acceptance criterion 5: view Proxy Verified User AccountsGiven the Health or Care Professional is permitted to view Verified User Accounts When they select to view a Verified User Account for a Proxy Then the Verified User Account is displayed for that Proxy Acceptance criterion 6: generate Verified User Accounts credentialsGiven the Health or Care Professional is permitted to generate Verified User Account credentials for a Proxy When the Health or Care Professional selects to generate Verified User Account credentials for a Proxy Then the Practice ODS Code is generated And the Verified User Accounts ID is generated And the Verified User Accounts Linkage Key is generated And a list of available Citizen Services is generated And a list of Solutions providing a Citizen Service which integrate with the Patient Information Maintenance Solution is generated And these credentials are shared with the Proxy Acceptance criterion 7: link Proxy Verified User Accounts to Online Service AccountsGiven the Health or Care Professional has generated Verified User Account credentials for a Proxy When the Proxy enters their Verified User Account credentials Then the Online Service Account is linked to the Proxy’s Verified User Account Acceptance criterion 8: associate Proxy Verified User Account to the PatientGiven the Health or Care Professional is permitted to manage Proxy Verified User Accounts When the Health or Care Professional selects to associate the Proxy’s Verified User Account with a Patient Then the Proxy’s Verified User Account is associated with the Patient E00207 - manage Identity Verifications for a ProxyAs a Health or Care Professional I want to manage Proxy Identity Verifications So that Proxy Identity Verifications are managed Acceptance criterion 1: create Proxy Identity VerificationsGiven the Health or Care Professional is permitted to create Proxy Identity Verifications When they select to create an Identity Verification for a Proxy Then the Identity Verification is created for that Proxy Acceptance criterion 2: amend Proxy Identity VerificationsGiven the Health or Care Professional is permitted to amend Proxy Identity Verifications When they select to amend an Identity Verification for a Proxy Then the Identity Verification is amended for that Proxy Acceptance criterion 3: view Proxy Identity VerificationsGiven the Health or Care Professional is permitted to view Identity Verifications When they select to view an Identity Verification for a Proxy Then the Identity Verification is displayed for that Proxy E00208 - manage Communicate with Practice Citizen Service access for a ProxyAs a Health or Care Professional I want to be able to manage Proxy access to Communicate with Practice Citizen Service So that I can manage a Proxy’s access to Communicate with Practice Citizen Service Acceptance criterion 1: enable Proxy access to the Communicate with Practice Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to the Communicate with Practice Citizen Service When they select to enable a Proxy’s access to the Communicate with Practice Citizen Service Then access to the Communicate with Practice Citizen Service is enabled for the Proxy Acceptance criterion 2: disable Proxy access to the Communicate with Practice Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to Communicate with Practice Citizen Service When they select to disable a Proxy’s access to Communicate with Practice Then access to the Communicate with Practice Citizen Service is disabled for the Proxy E00209 - manage Appointments Management Citizen Service access for a ProxyAs a Health or Care Professional I want to be able to manage Proxy access to Appointments Management Citizen Service So that I can manage a Proxy’s access to Appointments Management Citizen Service Acceptance criterion 1: enable Proxy access to the Appointments Management Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service When they select to enable a Proxy’s access to the Appointments Management Citizen Service Then access to the Appointments Management Citizen Service is enabled for the Proxy Acceptance criterion 2: disable Proxy access to the Appointments Management Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service When they select to disable a Proxy’s access to the Appointments Management Citizen Service Then access to the Appointments Management Citizen Service is disabled for the Proxy E00210 - manage Prescription Ordering Citizen Service access for a ProxyAs a Health or Care Professional I want to be able to manage Proxy access to Prescription Ordering Citizen Service So that I can manage a Proxy’s access to Prescription Ordering Citizen Service for Repeat Medication Acceptance criterion 1: enable Proxy access to Prescription Ordering Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service When they select to enable a Proxy’s access to the Prescription Ordering Citizen Service Then access to the Prescription Ordering Citizen Service is enabled for the Proxy Acceptance criterion 2: disable Proxy access to Prescription Ordering Citizen ServiceGiven the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service When they select to disable a Proxy’s access to the Prescription Ordering Citizen Service Then access to the Prescription Ordering Citizen Service is disabled for the Proxy E00211 - manage Acute Prescription Request Citizen Service for a ProxyAs a Health or Care Professional I want to manage Proxy access to the Acute Prescription Request Citizen Service So that I can manage Proxy access to the Acute Prescription Request Citizen Service Acceptance criterion 1: enable Proxy access to the Acute Prescription Request Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable a Proxy access to the Acute Prescription Request Citizen Service Then access to the Acute Prescription Request Citizen Service is enabled for the Proxy Acceptance criterion 2: disable Proxy access to the Acute Prescription Request Citizen ServiceGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable the Proxy access to the Acute Prescription Request Citizen Service Then access to the Acute Prescription Request Citizen Service is disabled for the Proxy E00212 - manage View Record Citizen Service Access for a ProxyAs a Health or Care Professional I want to be able to manage Proxy access to View Record Citizen Service So that I can manage a Proxy’s access to View Record Citizen Service Acceptance criterion 1: enable Proxy access to Summary Information Record Access LevelGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable a Proxy’s access to Summary Information Record Level Then Summary Information Record Access Level is enabled for the Proxy Acceptance criterion 2: enable Proxy access to Detailed Coded Record Access LevelGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable a Proxy’s access to Detailed Coded Record Access Level Then Detailed Coded Record Access Level is enabled for the Proxy Acceptance criterion 3: enable Proxy access to Document Access LevelGiven the Health or Care Professional is permitted to configure access to Citizen Services And Detailed Coded Recorded Access Level is enabled When they select to enable a Proxy’s access to Document Access Level Then Document Access Level is enabled for the Proxy Acceptance criterion 4: enable Proxy access to View Record Full RecordGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to enable a Proxy’s access to Full Record Level And record a start date for data to be available from Then View Record Full Record Access Level is enabled for the Proxy Acceptance criterion 5: disable Proxy access to a Record Access LevelGiven the Health or Care Professional is permitted to configure access to Citizen Services When they select to disable a Proxy’s access to a Record Access Level Then that Record Access Level is disabled for the Proxy E00213 - identify Patients outside of Catchment AreaAs a Health or Care Professional 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 areaGiven the Health or Care Professional is permitted to view Electronic Patient Records (EPRs) When the Health or Care Professional selects to view an Electronic Patient Record (EPR) And the Patient resides outside the Catchment area Then the Patient is identified as residing outside the Catchment Area E00214 - view Patient reportsAs a Health or Care Professional I want to view Patient reports So that I can see Patient activity Acceptance criterion 1: view Patient reportsGiven the Health or Care Professional is permitted to view Patient reports When the Health or Care Professional selects to view a Patient report Then the report is displayed E00215 - manage Patient Cohorts from Search ResultsAs a Health or Care Professional I want to manage Patient Cohorts from Search Results So that Patient Cohorts can be managed Acceptance criterion 1: create Patient Cohorts from Search ResultsGiven the Health or Care Professional is permitted to manage Patient Cohorts And there are Search Results available When the Health or Care Professional selects to create a Patient Cohort from Search Results Then the Patient Cohort is created Acceptance criterion 2: update Patient CohortsGiven the Health or Care Professional is permitted to manage Patient Cohorts When the Health or Care Professional selects to update a Patient Cohort Then the Patient Cohort is updated Acceptance criterion 3: delete Patient CohortsGiven the Health or Care Professional is permitted to manage Patient Cohorts When the Health or Care Professional selects to delete a Patient Cohort Then the Patient Cohort is deleted E00216 - Patient-based report on CapitationAs a Health or Care Professional I want to generate a report on current registered Patients So that I have a Patient-based report on Capitation Acceptance criterion 1: generate a Patient-based report on CapitationGiven the Health or Care Professional is permitted to generate a report When they select to generate a report on current registered Patients listed by their GP Then the report results are displayed E00217 - Patient-based report on childhood vaccinations and immunisationsAs a Health or Care Professional I want to generate a Patient-based report on childhood vaccinations and immunisations So that I can understand vaccination and immunisation coverage for my Patients Acceptance criterion 1: generate a Patient-based report on childhood vaccinations and immunisationsGiven the Health or Care Professional is permitted to generate a report When they select to generate a Patient-based report on childhood vaccinations and immunisations Then the report results are displayed E00218 - Patient-based report on CarersAs a Health or Care Professional I want to generate a Patient-based report on Carers So that I can understand which of my Patients have Carers Acceptance criterion 1: generate a Patient-based report on CarersGiven the Health or Care Professional is permitted to generate a report When they select to generate a Patient-based report on Carers Then the report results are displayed |
Items on the Roadmap which impact or relate to this Capability |
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