Self-service Appointment Check-in
ID | C72 |
|---|---|
Version | 1.0.0 |
Type | Capability |
Category | Appointments |
Status | Effective |
Effective Date | Feb 26, 2026 |
Contracting Vehicle(s) |
Description
Supports the self-service Appointment check-in process for Patients.
Outcomes
For a Patient: | Enables the Patient to check in for their Appointment without the need to speak to a Health or Care Professional. |
For Health or Care Organisations: | Enables Health or Care Organisations to optimise staff capacity by reducing the need for manual Patient check in. |
MUST Epics - Describes the minimum functionality required to deliver a Capability. Catalogue Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability. |
E00716 - Patient checks in for an Appointment using self-serviceAs a Patient I want to use self-service to check in for my Appointment So that I can check in for my Appointment without contacting a Health or Care Professional Acceptance criterion 1: Patient checks in for an Appointment using self-serviceGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment And the Patient is matched to an Appointment Then the Patient is recorded as checked in And the Patient is notified they have checked in Acceptance criterion 2: Patient is not matched to an Appointment at self-serviceGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment And the Patient is not matched to an Appointment Then the Patient is not recorded as checked in And the Patient is notified they have not checked in E00716 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
E00716 - Supporting Information
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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 |
E00717 - notify Health or Care Professional when Patients using self-service have checked in AppointmentsAs a Health or Care Professional I want to be notified when Patients successfully check in for Appointments using self-service So that I am notified that Patients have checked in for their Appointment Acceptance criterion 1: notify Health or Care Professional when Patients using self-service have checked in for AppointmentsGiven the Patient self-service check-in for Appointments is enabled When the Patient checks in for an Appointment Then the Health or Care Professional is notified that the Patient has checked in for their Appointment E00717 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
E00719 - configure messages displayed to Patients at self-service Appointment check-inAs a Health or Care Professional I want to configure messages displayed to Patients when they use self-service Appointment check-in So that I can configure the messages displayed to Patients when they check in for Appointments Acceptance criterion 1: configure messages to be displayed to Patients at self-service Appointment check-inGiven the Health or Care Professional is permitted to configure messages displayed to Patients at self-service Appointment check-in When the Health or Care Professional selects to configure messages displayed to Patients at self-service Appointment check-in Then the message is configured Acceptance criterion 2: display message to Patients at self-service Appointment check-inGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment Then the message is displayed E00719 - Supporting information
E00720 - configure rules for displaying messages to Patients at self-service Appointment check-inAs a Health or Care Professional I want to configure rules for displaying messages to Patients at self-service Appointment check-in So that messages can be displayed to Patients based on their Electronic Patient Record (EPR) data Acceptance criterion 1: configure rules for displaying messages to Patients at self-service Appointment check-inGiven the Health or Care Professional is permitted to configure rules for displaying messages to Patients at self-service Appointment check-in When the Health or Care Professional selects to configure a rule for displaying messages to Patients at self-service Appointment check-in Then the rule is configured E00720 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
E00720 - Supporting Information
E00721 - display pseudonym for checked in Patients in an Appointment queueAs a Patient I want my pseudonym to be displayed in an Appointment queue So that my personal identity remains confidential while still allowing me to recognise my place in the Appointment queue Acceptance criterion 1: assign pseudonyms to Patients at self-service Appointment check-inGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment And the Patient selects to assign themselves a pseudonym Then the Patient is assigned a pseudonym And the pseudonym is displayed to the Patient And the Patient is recorded as checked in Acceptance criterion 2: display Patient’s pseudonyms in an Appointment queueGiven the Patient has been assigned a pseudonym When the Patient has checked in for an Appointment Then the Patient’s pseudonym is displayed in an Appointment queue And the Patient’s name is not displayed E00721 - Supporting information
E00722 - Patient checks in for an Appointment via personal deviceAs a Patient I want to use self-service check-in for my Appointment using my personal device So that I can check in for my Appointment without contacting a Health or Care Professional Acceptance criterion 1: Patient checks in for an Appointment via personal deviceGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment from their personal device And the Patient is matched to an Appointment Then the Patient is recorded as checked in And the Patient is notified they have checked in Acceptance criterion 2: Patient is not matched to an Appointment via personal device check-inGiven the Patient self-service check-in for Appointments is enabled When the Patient selects to check in for an Appointment from their personal device And the Patient is not matched to an Appointment Then the Patient is not recorded as checked in And the Patient is notified they have not checked in E00723 - notify checked in Patients to proceed to their AppointmentsAs a Health or Care Professional I want to notify checked in Patients to proceed to their Appointments So that Patients can attend their Appointments Acceptance criterion 1: notify checked in Patients to proceed to their AppointmentsGiven the Health or Care Professional is permitted to notify checked in Patients When the Health or Care Professional selects to notify a Patient to proceed to their Appointment Then the Patient is notified And the notification includes the location of the Appointment E00723 - Supporting Information
E00724 - configure rules for self-service Appointment check-inAs a Health or Care Professional I want to configure rules for self-service Appointment check-in So that I can set rules for how self-service Appointment check-in is managed Acceptance criterion 1: configure rules for self-service Appointment check-inGiven the Health or Care Professional is permitted to configure rules for self-service Appointment check-in When the Health or Care Professional selects to configure a rule for self-service Appointment check-in Then the rule is configured E00724 - Supporting Information
E00725 - view self-service Appointment check-in reportsAs a Health or Care Professional I want to view reports on self-service Appointment check-in So that I can see self-service Appointment check-in activity Acceptance criterion 1: view self-service Appointment check-in reportsGiven the Health or Care Professional is permitted to view self-service Appointment check-in reports When the Health or Care Professional selects to view a self-service Appointment check-in report Then the report results are displayed E00725 - Supporting Information
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Roadmap
Items on the Roadmap which impact or relate to this Capability