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View Record - Citizen v1.1.0

View Record - Citizen v1.1.0

ID

C4

Version

1.1.0

Type

Capability

Category

Citizen services

Status

Retired

Effective Date

May 29, 2025

Contracting Vehicle(s)

Description

Enables Citizens to view content from their Electronic Patient Record (EPR) online. Integrates with Patient Information Maintenance - GP Solution.

Outcomes

For a Citizen:

Having remote access to content from their Electronic Patient Record (EPR), reducing the need to contact the Healthcare Organisation to view information resulting in time saved, and enabling self-care.

For General Practice:

Maintenance of an online health record supports the remote care of Patients and maintaining positive relationships. It saves time for staff by reducing the need for Patients to contact the Healthcare Organisation (e.g. no need for Patients to call for test results and Patients are more prepared before their Appointment) and supports effective communication with Patients.

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

E00357 - Patient viewing Summary Information Record

As a Patient

I want to view my Summary Information Record

So that I can see a summary of the information from my Electronic Patient Record (EPR)

Acceptance criterion 1: view Summary Information Record

Given the Patient is enabled for the View Record Citizen Service

And the Patient is enabled for the Summary Information Record Access Level

When the Patient selects to view the Summary Information Record

Then the Summary Information Record is displayed

E00357 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Utilise Provider IM1 Patient interface(s) and adhere to IM1 - Interface Mechanism Standard (Patient interface Consumer requirements)

  • The Summary Information Record dataset to only include medications, allergies and adverse reactions – specific requirements for this dataset are as defined within the Summary Care Records requirements documentation

  • Only the Summary Information Record dataset will be made available irrespective of any agreement with the Patient regarding their actual Summary Care Record (i.e. if certain information for the Patient is excluded from their Summary Care Record, this information will not automatically be excluded from the Summary Information Record and vice versa)

E00357 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for the Practice and manage View Record Citizen Service Access for a Patient in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record (EPR) marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00358 - Patient viewing Detailed Coded Record

As a Patient

I want to view my Detailed Coded Record

So that I can see coded data from my Electronic Patient Record (EPR)

Acceptance criterion 1: view Detailed Coded Record

Given the Patient is enabled for the View Record Citizen Service

And the Patient is enabled for the Detailed Coded Record Access Level

When the Patient selects to view the Detailed Coded Record

Then the Detailed Coded Record is displayed

E00358 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Utilise Provider IM1 Patient interface(s) and adhere to IM1 - Interface Mechanism Standard (Patient interface Consumer requirements)

  • Include all data held as coded data (See Data Standards for definition of coded data and associated requirements) within the Patient Record, excluding associated free text

E00358 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for the Practice and manage View Record Citizen Service Access for a Patient in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record (EPR) marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00359 - Patient viewing documents from Electronic Patient Record (EPR)

As a Patient

I want to view documents from my Electronic Patient Record (EPR)

So that I can see the documents from my Electronic Patient Record (EPR)

Acceptance criterion 1: view documents from Electronic Patient Record (EPR)

Given the Patient is enabled for the View Record Citizen Service

And the Patient is enabled for the Document Access Level

When the Patient selects to view a document from their Electronic Patient Record (EPR)

Then the document is displayed

E00359 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Utilise Provider IM1 Patient interface(s) and adhere to IM1 - Interface Mechanism Standard (Patient interface Consumer requirements)

E00359 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for the Practice and manage View Record Citizen Service Access for a Patient in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record (EPR) marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00360 - Patient viewing Full Patient Record

As a Patient

I want to view my Full Patient Record

So that I can see all available information from my Electronic Patient Record (EPR)

Acceptance criterion 1: view Full Patient Record

Given the Patient is enabled for the View Record Citizen Service

And the Patient is enabled for the Full Record Access Level

When the Patient selects to view the Full Patient Record

Then the Full Patient Record is displayed

E00360 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Utilise Provider IM1 Patient interface(s) and adhere to IM1 - Interface Mechanism Standard (Patient interface Consumer requirements)

  • As a minimum Patients to be able to view:

    • Clinical data held within the Electronic Patient Record (EPR) (e.g. Consultations, Medications) coded or otherwise, including free text data associated and not associated with clinical codes

    • Demographic and Patient administrative data

    • Documents associated with or embedded within the Electronic Patient Record (EPR), including annotations associated with any of these documents

    • Pathology and Radiology test results

E00360 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for the Practice and manage View Record Citizen Service Access for a Patient in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record (EPR) marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

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

E00361 - Proxy viewing Patient’s Summary Information Record

As a Proxy

I want to view the Patient’s Summary Information Record

So that I can see a summary of the information from the Patient’s Electronic Patient Record (EPR)

Acceptance criterion 1: Proxy view Patient’s Summary Information Record

Given the Proxy is enabled for the View Record Citizen Service

And the Proxy is enabled for the Summary Information Record Access Level

When the Proxy selects to view the Patient’s Summary Information Record

Then the Patient’s Summary Information Record is displayed

E00361 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • The Summary Information Record dataset to only include medications, allergies and adverse reactions – specific requirements for this dataset are as defined within the Summary Care Records requirements documentation

  • Only the Summary Information Record dataset will be made available irrespective of any agreement with the Patient regarding their actual Summary Care Record (i.e. if certain information for the Patient is excluded from their Summary Care Record, this information will not automatically be excluded from the Summary Information Record and vice versa)

E00361 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for a Proxy in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00362 - Proxy viewing Patient’s Detailed Coded Record

As a Proxy

I want to view the Patient’s Detailed Coded Record

So that I can see data held as coded data in the Patient’s Electronic Patient Record (EPR)

Acceptance criterion 1: Proxy view Patient’s Detailed Coded Record

Given the Proxy is enabled for the View Record Citizen Service

And the Proxy is enabled for the Detailed Coded Record Access Level

When the Proxy selects to view the Patient’s Detailed Coded Record

Then the Patient’s Detailed Coded Record is displayed

E00362 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Include all data held as coded data (See Data Standards for definition of coded data and associated requirements) within the Patient Record, excluding associated free text

E00362 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for a Proxy in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00363 - Proxy viewing documents from Electronic Patient Record (EPR)

As a Proxy

I want to view documents from the Patient’s Electronic Patient Record (EPR)

So that I can see the documents in the Patient’s Electronic Patient Record (EPR)

Acceptance criterion 1: Proxy view documents from Patient’s Electronic Patient Record (EPR)

Given the Proxy is enabled for the View Record Citizen Service

And the Proxy is enabled for the Document Access Level

When the Proxy selects to view a document from the Patient’s Electronic Patient Record (EPR)

Then the document is displayed

E00363 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for a Proxy in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00364 - Proxy viewing Patient’s Full Patient Record

As a Proxy

I want to view the Patient’s Full Patient Record

So that I can see all available information from the Patient’s Electronic Patient Record (EPR)

Acceptance criterion 1: Proxy view Patient’s Full Patient Record

Given the Proxy is enabled for the View Record Citizen Service

And the Proxy is enabled for the Full Record Access Level

When the Proxy selects to view the Patient’s Full Patient Record

Then the Patient’s Full Patient Record is displayed

E00364 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • As a minimum Proxies to be able to view:

    • Clinical data held within the Patient’s Electronic Patient Record (EPR) (e.g. Consultations, Medications, Pathology Results) coded or otherwise, including free text data associated and not associated with clinical codes

    • Patient’s Demographic Information and administrative data

    • Documents associated with or embedded within the Patient’s Electronic Patient Record (EPR), including annotations associated with any of these documents

    • Pathology and Radiology test results

E00364 - Supporting Information

  • For managing the View Record Citizen Service, see manage View Record Citizen Service Access for a Proxy in the Patient Information Maintenance - GP Capability

  • For information on elements of the Electronic Patient Record marked as ‘Restricted from View’ see configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00365 - print the available Electronic Patient Record (EPR) content

As a Citizen

I want to be able to print the Electronic (EPR) Patient Record content which is available to me

So that the content can be viewed off-screen

Acceptance criterion 1: print the accessible Electronic Patient Record (EPR) content

Given the Citizen is enabled for the View Record Citizen Service

When the Citizen selects to print the Electronic Patient Record (EPR) content which is available to them

Then the Electronic Patient Record (EPR) content is printed

E00365 - Supporting Information

  • When printing the Electronic Patient Record (EPR), Citizens MAY be able to select whether to print:

    • All available content from the Electronic Patient Record (EPR)

    • A selection of available content from the Electronic Patient Record (EPR)

E00366 - export the available Electronic Patient Record (EPR) content

As a Citizen

I want to be able to export the Electronic (EPR) Patient Record content which is available to me

So that the content can be viewed electronically outside of the solution

Acceptance criterion 1: export the viewed Electronic Patient Record (EPR) information

Given the Citizen is enabled for the View Record Citizen Service

When the Citizen selects to export the Electronic Patient Record (EPR) content which is available to them

Then the Electronic Patient Record (EPR) content is exported

E00366 - Supporting Information

  • When exporting the Electronic Patient Record (EPR) content, Citizens MAY be able to select whether to export:

    • All available content from the Electronic Patient Record (EPR)

    • A selection of available content from the Electronic Patient Record (EPR)

  • Export formats MAY include, but are not limited to:

    • .XLSX

    • .DOCX

    • .PDF

E00310 - display a Healthcare Organisation configured Welcome Message in Citizen Services

As a Health or Care Professional

I want a Welcome Message configured by the Healthcare Organisation to be displayed to Citizens

So that a Welcome Message is displayed to Citizens accessing a Citizen Service

Acceptance criterion 1: display a Welcome Message

Given the Citizen is enabled for Citizen Services

When the Citizen has logged into Citizen Services

Then a Welcome Message configured by the Healthcare Organisation is displayed

E00310 - Supporting Information

  • For Healthcare Organisation configuring Welcome Message for Citizen Services, see configure Welcome Message for Citizen Services in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00311 - view the Healthcare Organisation’s details

As a Citizen

I want to view the Healthcare Organisation’s details

So that I can view information about the Healthcare Organisation

Acceptance criterion 1: view Healthcare Organisation’s details

Given the Citizen is enabled for Citizen Services

When the Citizen selects to view the Healthcare Organisation’s details

Then the Healthcare Organisation’s details are displayed

E00311 - Supporting Information

  • Healthcare Organisation’s details MAY include, but are not limited to:

    • Healthcare Organisation’s name

    • Healthcare Organisation’s address

    • Telephone number

E00312 - view my Citizen Services configuration

As a Citizen

I want to view my Citizen Services configuration

So that I can view which Citizen Services are configured for me to access

Acceptance criterion 1: view Service configuration

Given the Citizen is enabled for Citizen Services

When the Citizen selects to view their Citizen Services configuration

Then the Citizen Services configuration is displayed

E00312 - Supporting Information

  • Where Proxy access is supported, this MAY include displaying the Citizen Services configuration for each Proxy

E00313 - request to amend my Citizen Service Access

As a Citizen

I want to submit a request to amend my Citizen Service Access

So that I can request changes to the Citizen Services I have access to

Acceptance criterion 1: request to amend Citizen Service Access

Given the Citizen is enabled for Citizen Services

When the Citizen submits a request to amend their Citizen Service Access

Then the Citizen’s request is submitted to the Healthcare Organisation

E00313 - Supporting Information

  • Further information can be found in the Patient Information Maintenance - GP Capability

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00314 - Patient viewing Demographic Information held by the Healthcare Organisation

As a Patient

I want to view my Demographic Information held by the Healthcare Organisation

So that I can ensure my Demographic Information is up to date

Acceptance criterion 1: view Patient Demographic Information

Given the Patient is enabled for Citizen Services

When the Patient selects to view their Demographic Information

Then the Patient's Demographic Information is displayed

E00314 - Supporting Information

  • The Patient’s Demographic Information MAY include, but are not limited to:

    • Title

    • Forename

    • Family name

    • Date of birth

    • NHS Number

    • Address

    • Contact Details

E00315 - Proxy viewing Patient’s Demographic Information held by the Healthcare Organisation

As a Proxy

I want to view the Patient’s Demographic Information held by the Healthcare Organisation

So that I can ensure the Patient’s Demographic Information is up to date

Acceptance criterion 1: view Patient’s Demographic information

Given the Proxy is enabled for Citizen Services

When the Proxy selects to view the Patient’s Demographic Information

Then the Patient's Demographic Information is displayed

E00315 - Supporting Information

  • The Patient’s Demographic Information MAY include, but are not limited to:

    • Title

    • Forename

    • Family name

    • Date of birth

    • NHS Number

    • Address

    • Contact Details

E00316 - Patient request to update Demographic Information

As a Patient

I want to request to update my Demographic Information via Citizen Services

So that my Demographic Information can be updated by my Healthcare Organisation

Acceptance criterion 1: request update to Patient Demographic Information

Given the Patient is enabled for Citizen Services

When the Patient selects to request an update to their Demographic Information

Then the Patient’s request is submitted to the Healthcare Organisation

E00316 - Supporting Information

  • Demographic Information MAY include, but is not limited to:

    • Title

    • Forename

    • Family name

    • Date of birth

    • Address

    • Contact Details

  • Further information on updating Patient Demographic Information can be found in the Patient Information Maintenance - GP Capability

E00317 - Proxy request to update Patient’s Demographic Information

As a Proxy

I want to request updates to the Patient’s Demographic Information via Citizen Services

So that the Patient’s Demographic Information can be updated by their Healthcare Organisation

Acceptance criterion 1: request update to Patient Demographic Information by the Proxy

Given the Proxy is enabled for Citizen Services

When the Proxy selects to request an update to the Patient’s Demographic Information

Then the request is submitted to the Healthcare Organisation

E00317 - Supporting Information

  • Demographic Information MAY include, but is not limited to:

    • Title

    • Forename

    • Family name

    • Date of birth

    • Address

    • Contact Details

  • Further information on updating Patient Demographic Information can be found in the Patient Information Maintenance - GP Capability

E00318 - Citizen viewing Citizen Services usage information

As a Citizen

I want to view my Citizen Services usage information

So that I can view information relating to my use of Citizen Services

Acceptance criterion 1: view Citizen Services usage information

Given the Citizen is enabled for Citizen Services

When the Citizen selects to view their Citizen Service usage information

Then information relating to the Citizen’s use of Citizen Service is displayed

E00318 - Supporting Information

  • Citizen Service usage information MAY include, but is not limited to:

    • Usage of Citizen Services including detail of the Service and/or Record Access Level

    • Account Linkage

    • Previous usage of Citizen Services, including detail of the Service and/or Record Access Level

    • Current and historic Audit Trail information

    • Which Proxies have accessed Citizen Services for the Patient

  • Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

E00319 - Verified User Account (VUA) credentials reminder

As a Citizen

I want to receive a reminder of my Verified User Account (VUA) credentials

So that I can view my VUA credentials

Acceptance criterion 1: reminder of Verified User Account (VUA) credentials

Given the Citizen is enabled for Citizen Services

When the Citizen selects to be reminded of their Verified User Account (VUA) credentials

Then the Citizen can view the Practice ODS Code

And the Citizen can view the Verified User Account ID

And the Citizen can view the Verified User Account Linkage Key

E00319 - Supporting Information

  • Methods of reminding Citizens of their Verified User Account (VUA) credentials MAY include, but are not limited to:

    • SMS

    • On screen display

E00320 - request Verified User Account (VUA) Linkage Key reset

As a Citizen

I want to request a Verified User Account (VUA) Linkage Key reset

So that my Verified User Account (VUA) Linkage Key is set to inactive

Acceptance criterion 1: reset the Verified User Account (VUA) Linkage Key reset

Given the Citizen is enabled for Citizen Services

When the Citizen requests a Verified User Account (VUA) Linkage Key reset