For a Health or Care Professional:

The ability to create and manage a collection of Cases and Caseloads for Patients/Service Users.

For Health or Care Organisations:

The ability to manage Health or Care Professional resourcing based on Patient/Service User Cases and Caseloads.

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

E00728 - manage Cases for Patients/Service Users

As a Health or Care Professional

I want to manage Cases for Patients/Service Users

So that I can manage the care needs of Patients/Service Users

Acceptance criterion 1: create Cases for Patients/Service Users

Given the Health or Care Professional is permitted to manage Cases for Patients/Service Users

When the Health or Care Professional selects to create a Case for a Patient/Service User

Then the Case is created for the Patient/Service User

Acceptance criterion 2: view Cases for Patients/Service Users

Given the Health or Care Professional is permitted to manage Cases for Patients/Service Users

When the Health or Care Professional selects to view a Case for a Patient/Service User

Then the Case for the Patient/Service User is displayed

Acceptance criterion 3: amend Cases for Patients/Service Users

Given the Health or Care Professional is permitted to manage Cases for Patients/Service Users

When the Health or Care Professional selects to amend a Case for a Patient/Service User

Then the Case is amended for the Patient/Service User

Acceptance criterion 4: close Cases for Patients/Service Users

Given the Health or Care Professional is permitted to manage Cases for Patients/Service Users

When the Health or Care Professional selects to close a Case for a Patient/Service User

Then the Case is closed for the Patient/Service User

E00729 - manage Caseloads

As a Health or Care Professional

I want to manage Caseloads

So that Cases for Patients/Service Users can be allocated to Caseloads

Acceptance criterion 1: create Caseloads

Given the Health or Care Professional is permitted to manage Caseloads

When the Health or Care Professional selects to create a Caseload

Then the Caseload is created

Acceptance criterion 2: view Caseloads

Given the Health or Care Professional is permitted to manage Caseloads

When the Health or Care Professional selects to view a Caseload

Then the Caseload is displayed

Acceptance criterion 3: amend Caseloads

Given the Health or Care Professional is permitted to manage Caseloads

When the Health or Care Professional selects to amend a Caseload

Then the Caseload is amended

Acceptance criterion 4: delete Caseloads

Given the Health or Care Professional is permitted to manage Caseloads

When the Health or Care Professional selects to delete a Caseload

Then the Caseload is deleted

E00730 - manage Contact Schedules

As a Health or Care Professional

I want to manage Contact Schedules

So that contact with Patients/Service Users is managed

Acceptance criterion 1: create Contact Schedules

Given the Health or Care Professional is permitted to manage Contact Schedules

When the Health or Care Professional selects to create a Contact Schedule

Then the Contact Schedule is created

Acceptance criterion 2: view Contact Schedules

Given the Health or Care Professional is permitted to manage Contact Schedules

When the Health or Care Professional selects to view a Contact Schedule

Then the Contact Schedule is displayed

Acceptance criterion 3: amend Contact Schedules

Given the Health or Care Professional is permitted to manage Contact Schedules

When the Health or Care Professional selects to amend a Contact Schedule

Then the Contact Schedule is amended

Acceptance criterion 4: delete Contact Schedules

Given the Health or Care Professional is permitted to manage Contact Schedules

When the Health or Care Professional selects to delete a Contact Schedule

Then the Contact Schedule is deleted

E00731 - manage Contact Schedule templates

As a Health or Care Professional

I want to manage Contact Schedule templates

So that I can standardise delivery of care for Patients/Service Users

Acceptance criterion 1: create Contact Schedule templates

Given the Health or Care Professional is permitted to manage Contact Schedule templates

When the Health or Care Professional selects to create a Contact Schedule template

Then the Contact Schedule template is created

Acceptance criterion 2: view Contact Schedule templates

Given the Health or Care Professional is permitted to manage Contact Schedule templates

When the Health or Care Professional selects to view a Contact Schedule template

Then the Contact Schedule template is displayed

Acceptance criterion 3: amend Contact Schedule templates

Given the Health or Care Professional is permitted to manage Contact Schedule templates

When the Health or Care Professional selects to amend a Contact Schedule template

Then the Contact Schedule template is amended

Acceptance criterion 4: delete Contact Schedule templates

Given the Health or Care Professional is permitted to manage Contact Schedule templates

When the Health or Care Professional selects to delete a Contact Schedule template

Then the Contact Schedule template is deleted

Acceptance criterion 5: create Contact Schedules using templates

Given the Health or Care Professional is permitted to manage Contact Schedule templates

When the Health or Care Professional selects to create a Contact Schedule using a template

Then the Contact Schedule is created using the template

E00732 - view Caseload management reports

As a Health or Care Professional

I want to view Caseload management reports

So that I can view Caseload management reports

Acceptance criterion 1: view Caseload management reports

Given the Health or Care Professional is permitted to view Caseload management reports

When the Health or Care Professional selects to view a Caseload management report

Then the report results are displayed