For a Patient/Service User:

Ability to access Appointments across organisational boundaries, improving Patient/Service User experience and ensuring access to the right services

For Health and Care Professionals:

Ability to directly book an Appointment for a Patients/Service User in another Health or Care Organisation, improving Patient/Service User experience and making the most efficient use of available Appointments

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

E00438 - manage Appointments for Patients/Service Users at other Health or Care Organisations

As a Health or Care Professional

I want to manage Appointments for Patients/Service Users at other Health or Care Organisations

So that Patients/Service Users can access services provided by other Health or Care Organisations

Acceptance criterion 1: book Appointment for a Patient/Service User at another Health or Care Organisation

Given the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations

When the Health or Care Professional selects to book an Appointment for a Patient/Service User at another Health or Care Organisation

Then the Appointment is booked for that Patient/Service User

Acceptance criterion 2: view Appointment for a Patient/Service User at another Health or Care Organisation

Given the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations

When the Health or Care Professional selects to view an Appointment for a Patient/Service User at another Health or Care Organisation

Then the Appointment is displayed for that Patient/Service User

Acceptance criterion 3: amend Appointment for a Patient/Service User at another Health or Care Organisation

Given the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations

When the Health or Care Professional selects to amend an Appointment for a Patient/Service User at another Health or Care Organisation

Then the Appointment is amended for that Patient/Service User

Acceptance criterion 4: cancel Appointment for a Patient/Service User at another Health or Care Organisation

Given the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations

When the Health or Care Professional selects to cancel an Appointment for a Patient/Service User at another Health or Care Organisation

Then the Appointment is cancelled for that Patient/Service User

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

E00439 - view Cross-Organisation Appointment Booking reports

As a Health or Care Professional

I want to view Cross-Organisation Appointment Booking reports

So that I can see Cross-Organisation Appointment Booking activity

Acceptance criterion 1: view Cross-Organisation Appointment Booking reports

Given the Health or Care Professional is permitted to view Cross-Organisation Appointment Booking reports

When the Health or Care Professional selects to view a Cross-Organisation Appointment Booking report

Then the report results are displayed

E00220 - manage Sessions

As a Health or Care Professional

I want to manage Sessions for the Healthcare Organisation

So that Appointment availability for each Session can be defined for the Healthcare Organisation

Acceptance criterion 1: create a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to create a Session 

Then the Session is created

Acceptance criterion 2: view a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to view a Session

Then the Session is displayed

Acceptance criterion 3: amend a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to amend a Session 

Then the Session is amended

Acceptance criterion 4: cancel a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to cancel a Session 

Then the Session is cancelled

E00221 - manage Appointment Slots within a Session

As a Health or Care Professional

I want to manage Appointment Slots within a Session for the Healthcare Organisation

So that periods of Appointment availability can be defined

Acceptance criterion 1: create an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to create an Appointment Slot

Then the Appointment Slot is created

Acceptance criterion 2: view an available Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to view an Appointment Slot

Then the Appointment Slot is displayed

Acceptance criterion 3: amend an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to amend an Appointment Slot

Then the Appointment Slot is amended

Acceptance criterion 4: delete an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to delete an Appointment Slot 

Then the Appointment Slot is deleted

E00223 - record Appointment status

As a Health or Care Professional

I want to record the status of Appointments for Patients

So that Appointment availability is accurate and the outcome for booked Appointments can be recorded

Acceptance criterion 1: update the Appointment status to Booked

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional books an Appointment for a Patient

Then the status of that Appointment is recorded as Booked

Acceptance criterion 2: update the Appointment status to Complete

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Complete

Then the status of that Appointment is recorded as Complete

Acceptance criterion 3: update the Appointment status to Did Not Attend (DNA)

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Did Not Attend (DNA)

Then the status of that Appointment is recorded as Did Not Attend (DNA) for the Patient

E00234 - re-schedule Appointments

As a Health or Care Professional

I want to reschedule Appointments

So that Appointments are rescheduled for Patients when the original Appointment is no longer suitable

Acceptance criterion 1: reschedule Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to reschedule an Appointment

Then the the previous Appointment is cancelled

And the Appointment is rescheduled

E00239 - display a combined view of available Appointment Slots and booked Appointments for the Healthcare Organisation

As a Health or Care Professional

I want to see available Appointments Slots and booked Appointments for the Healthcare Organisation in a combined view

So that all Appointment Slots and booked Appointments can easily be viewed to help manage Appointments

Acceptance criterion 1: combined view of available Appointment Slots and booked Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view available Appointment Slots and booked Appointments for the Healthcare Organisation in a combined view

Then available Appointment Slots for the Healthcare Organisation are displayed

And booked Appointments for the Healthcare Organisation are displayed

And a combined view of available Appointments Slots and booked Appointments for the Healthcare Organisation is displayed

E00244 - generate automatic Appointment reminder communications to Patients

As a Health or Care Professional

I want Appointment reminder communications to Patients to be automatically generated

So that Patients receive communications to remind them of future Appointments

Acceptance criterion 1: configure the time period that triggers an automatically generated Appointment reminder communication

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to configure the time period that triggers an automatically generated Appointment reminder communication

Then the time period that triggers an automatically generated Appointment reminder communication is configured

Acceptance criterion 2: automatically generate an Appointment reminder communication to a Patient

Given the Patient has an Appointment booked

When the specified time period prior to the Appointment has been reached

Then an Appointment reminder communication to the Patient is automatically generated

E00245 - manually generate Appointment communications

As a Health or Care Professional

I want to send a communication to Patients when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: manually generate an Appointment communication

Given a Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to produce a communication to the Patient confirming the Appointment’s status

Then the Appointment communication is generated for the Patient

E00246 - generate automatic Appointment communications when Appointment status is updated

As a Health or Care Professional

I want a communication to be sent to Patients automatically when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: automatically generate an Appointment communication

Given a Health or Care Professional is managing an appointment

When an automatic Appointment communication is triggered

Then a communication is automatically generated for the Patient

E00252 - export Sessions

As a Health or Care Professional

I want to export Sessions

So that the Patient Record can be exported into an electronic file format

Acceptance criterion 1: export a Session

Given the Health or Care Professional is permitted to manage Sessions for the Health or Care Organisation

When the Health or Care Professional selects to export a Session

Then the Session is exported