Referral Management - GP

ID

C11

Version

2.0.0

Type

Capability

Category

Care coordination

Status

Effective

Effective Date

May 31, 2024

Contracting Vehicle(s)

Description

Supports the creation of Referral information for Patients and sending referral requests to the e-Referrals Service (e-RS).

Outcomes

For a Patient:

Requests to relevant Health and Care Organisations for advice or handover of care that is efficiently managed, in turn providing better quality of care for the Patient.

For GP Practice:

Management of Referrals with technology to provide better efficiency to the Organisation, by using mechanisms to create Referral information.

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

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

E00148 - create Referral information for Patients

As a Health or Care Professional

I want to create Referral information for Patients

So that Referral information is created for Patients when they are referred to other Healthcare Organisations

Acceptance Criterion 1: create Referral information for Patients

Given the Health or Care Professional is permitted to create Referral information for Patients

When the Health or Care Professional selects to create Referral information for a Patient

Then the Recipient Healthcare Organisation is recorded

And the Recipient Health or Care Professional is recorded

And the reason for the Referral is recorded

And the referring Staff Member’s information is recorded

And the date of the Referral is recorded

And the type of Referral is recorded as a coded clinical term

And the Referral information is created for the Patient

E00148 - Supporting Information

  • Other examples of Referral information MAY include, but are not limited to:

    • Unique identifier (this can be the Unique Booking Reference Number (UBRN) used for e-Referrals)

    • Status

    • Priority

    • Specialty

    • Service type (e.g. outpatient, direct access service, day case, inpatient)

  • For coded clinical terms, see Data Standards for requirements


E00149 - e-Referrals Service (e-RS)

As a Health or Care Professional 

I want to send Referral requests to the e-Referrals Service (e-RS) for Patients

So that Referral requests can be made to the e-Referrals Service (e-RS)

Acceptance criterion 1: send Referral requests to the e-Referrals Service (e-RS)

Given the Health or Care Professional is permitted to send Referral requests to the e-Referrals Service (e-RS)

When the Health or Care Professional selects to send the Referral request for a Patient

Then the Referral request is sent to the e-Referrals Service (e-RS)

E00149 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00441 - send GP Practice Outbound Referrals to Community Pharmacies for Patients

As a Health or Care Professional

I want to send GP Practice Outbound Referrals to Community Pharmacies for Patients

So that Community Pharmacy Health or Care Professionals can receive Referrals for Patients

Acceptance criterion 1: send GP Practice Outbound Referrals to Community Pharmacies for Patients

Given the Health or Care Professional is permitted to manage Outbound Referrals from GP Practices to Community Pharmacies for Patients

When the Health or Care Professional selects to send an Outbound Referral from a GP Practice to a Community Pharmacy

Then the GP Practice Outbound Referral is sent

E00441 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

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. Contracting Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

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. Contracting Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00150 - manage e-Referrals

As a Health or Care Professional

I want to manage e-Referrals

So that electronic Referrals can be made to other Health or Care Professionals for Patients

Acceptance criterion 1: create an e-Referral

Given the Health or Care Professional is permitted to manage e-Referrals 

When the Health or Care Professional selects to create an e-Referral 

Then the e-Referral is created

Acceptance criterion 2: view an e-Referral

Given the Health or Care Professional is permitted to manage e-Referrals

When the Health or Care Professional selects to view an e-Referral

Then the e-Referral is displayed

Acceptance criterion 3: amend an e-Referral

Given the Health or Care Professional is permitted to manage e-Referrals

When the Health or Care Professional selects to amend an e-Referral

Then the e-Referral is amended

Acceptance criterion 4: delete an e-Referral

Given the Health or Care Professional is permitted to manage e-Referrals

When the Health or Care Professional selects to delete an e-Referral

Then the e-Referral is deleted 


E00151 - manage manual Referrals

As a Health or Care Professional

I want to manage manual Referrals

So that the process of manually referring Patients to other Healthcare Organisation is supported

Acceptance criterion 1: create a manual Referral

Given the Health or Care Professional is permitted to manage manual Referrals 

When the Health or Care Professional selects to create a manual Referral

Then the manual Referral is created

Acceptance criterion 2: view a manual Referral

Given the Health or Care Professional is permitted to manage manual Referrals

When the Health or Care Professional selects to view a manual Referral

Then the manual Referral is displayed

Acceptance criterion 3: amend a manual Referral

Given the Health or Care Professional is permitted to manage manual Referrals 

When the Health or Care Professional selects to amend a manual Referral

Then the manual Referral is amended

Acceptance criterion 4: delete a manual Referral

Given the Health or Care Professional is permitted to manage manual Referrals

When the Health or Care Professional selects to delete a manual Referral

Then the manual Referral is deleted 


E00152 - Referral reports

As a Health or Care Professional

I want to view Referral reports

So that reports relating to Referrals for Patients can be viewed

Acceptance criterion 1: view a Referral report

Given the Health or Care Professional is permitted to view Referral reports

When the Health or Care Professional selects to view a Referral report

Then the report is displayed 

Items on the Roadmap which impact or relate to this Capability

Items on the Roadmap which impact or relate to this Capability

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