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

E00163 - manage Patient Registrations

As 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 Registration

Given 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 Registration

Given 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 Registration

Given 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 information

Given 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

E00164 - manage Patient Demographic Information 

As 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 Information

Given 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 Information

Given 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 Information

Given 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

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) 

Given 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) 

Given 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 care

Given 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 Patient

As 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 Patient

Given 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 Citizen Service access is enabled for that Patient

Acceptance criterion 2: disable Citizen Service access for a Patient

Given the Health or Care Professional is permitted to disable Citizen Service access

When the Health or Care Professional selects to disable Citizen Service access for a Patient

Then Citizen Service access is disabled for that Patient

E00167 - manage Identity Verifications for a Patient

As 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 Patient

Given 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 Patient

Given 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 Patient

Given 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

E00169 - manage Appointments Management Citizen Service access for a Patient and the Practice

As 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 Service

Given 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 Service

Given 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 Practice

Given 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 Practice

Given 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 Practice

As 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 Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to disable a Citizen Service for the Practice

When the Health or Care Professional selects 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 Practice

As 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 Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects 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 Practice

Given 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 the Health or Care Professional selects 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 Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects 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 Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects to enable access to the Full Record Access Level for the Practice

Then the Full Record Access Level is enabled for the Practice

Acceptance criterion 8: disable access to Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When the Health or Care Professional selects to disable access to the Full Record Access Level for the Practice

Then the Full Record Access Level is disabled for the Practice

E00755 - configure defaults for Citizen Service access for Patients

As a Health or Care Professional

I want to configure default access to Citizen Services for Patients

So that configuring access to Citizen Services for Patients is more efficient and inline with current policy

Acceptance criterion 1: enable the default as Prospective Access to Full Record Access Level for the View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default as Prospective Access to Full Record Access Level for Patients

Then the Health or Care Professional records a start date for data to be available from

And Prospective Access to Full Record Access Level is enabled by default when a new Patient is enabled for access to Citizen Services

And Prospective Access to Full Record Access Level is automatically enabled when a Patient who is already enabled for access to Citizen Services reaches their 16th birthday

Acceptance criterion 2: enable the default as Full Record Access Level for the View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default as Full Record Access Level for Patients

Then the Full Record Access Level is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 3: disable the default for View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the View Record Citizen Service for Patients

Then the default is disabled

Acceptance criterion 4: enable the default for Appointments Management Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default for Appointments Management Citizen Service for Patients

Then the Appointments Management Citizen Service is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 5: disable the default for Appointments Management Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the Appointments Management Citizen Service for Patients

Then the default is disabled

Acceptance criterion 6: enable the default for Prescription Ordering Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default for Prescription Ordering Citizen Service for Patients

Then the Prescription Ordering Citizen Service is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 7: disable the default for Prescription Ordering Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the Prescription Ordering Citizen Service for Patients

Then the default is disabled

E00172 - manage View Record Citizen Service access for a Patient

As 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 access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

And the Detailed Coded Recorded Access Level is enabled

When the Health or Care Professional selects 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 access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects 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 access to the Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to enable the Patient’s access to the Full Record Access Level

Then the Full Record Access Level is enabled for the Patient

Acceptance criterion 8: disable access to Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to disable a Patient’s access to the Full Record Access Level

Then the Full Record Access Level is disabled for the Patient

Acceptance criterion 9: enable Prospective Access to the Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to enable Prospective Access to the Full Record Access Level for a Patient

Then the Health or Care Professional records a start date for data to be available from

And the Prospective Access to the Full Record Access Level is enabled for the Patient

Acceptance criterion 10: disable Prospective Access to the Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to disable Prospective Access to the Full Record Access Level for a Patient

Then the Prospective Access to the Full Record Access Level is disabled for the Patient

E00174 - configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service

As 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 review

Given the Health or Care Professional is permitted to review the Electronic Patient Record (EPR)

When the Health or Care Professional selects 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 information

Given the Health or Care Professional is permitted to enter information into the Electronic Patient Record (EPR)

When the Health or Care Professional enters 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 Professionals

Given 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 Record

Given 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