Caseload Management v1.0.0
- Devishree Nath (Unlicensed)
Full or Partial Capability status. For this Capability, Solutions are required to meet a minimum of one MUST EPIC and associated acceptance criteria but not all MUST EPICs (where there are multiple MUST EPICS) to achieve Partial Capability Status, or; to meet all MUST EPICs and their associated acceptance criteria to achieve Full Capability Status.
Description
The Caseload Management Capability supports the allocation of appropriate Health and Care Professionals to Patients/Service Users who are in need of healthcare or support.
It ensures that Health and Care Professionals are assigned a manageable number of 'cases' (Patients/Service Users and their healthcare or support needs) and that Patient/Service Users receive care from a Professional with the correct skills and equipment, ensuring efficient use of resources.
The Capability applies a number of factors (e.g. case urgency, Patient/Service User location, technology support requirements, skill requirements) in generating caseloads (the 'active' cases allocated over a period of time across the team of Health and Care Professionals) and contact schedules (the timetable of contacts with Patients/Service Users for an individual Health or Care Professional): this allows work to be effectively planned and managed and changes (e.g. new demand) to be responded to.
By enabling case records to be maintained, the Capability ensures that the right information is available to support the process and that a complete record of care is created.
Although the Capability is not about maintaining a clinical or care record for the Patient/Service User, it may allow integration with other health and care Solutions, allowing information to be shared and a more complete picture of the Patient/Service User's health and care to be maintained.
It may also support delivery of service improvements through reporting and analysis and the use of care pathways and packages.
Outcomes
| Caseload Manager |
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| Health or Care Professional |
|
EpicCM1 - manage Cases
As a Caseload Manager
I want to capture details of Patient/Service User cases (e.g. Referrals and Service Requests)
So that I can understand demand and use these to generate Caseloads and contact schedules
Acceptance criterion 1: create Case
Given that Referrals and Service Requests can be made
And that the user is permitted to create cases
When a new Referral or Service Request is received
Then the case can be created
And information about the case can be captured
Acceptance criterion 2: view Case
Given the user is permitted to view cases
When they choose to view a Patient/Service User's case
Then the Patient/Service User's case is displayed
Acceptance criterion 3: amend Case
Given the user is permitted to amend cases
When a change to a Patient/Service User's case is required
Then the Patient/Service User's case can be amended
Acceptance criterion 4: close Case
Given the user is permitted to close cases
When a case is no longer required
Then the case can be closed or made inactive
EpicCM2 - maintain Caseloads
As a Caseload Manager
I want to maintain Caseloads
So that staff and equipment are allocated to cases efficiently and Patients/Service Users receive optimum care
Acceptance criterion 1: create Caseload
Given that the user is permitted to create Caseloads
And the requirements for the Caseload have been defined (e.g. cases to be included and their priority, staff or equipment requirements)
When the user chooses to create a Caseload to support Patient/Service User care
Then the Caseload is created
Acceptance criterion 2: view Caseload
Given that the user is permitted to view Caseloads
And Caseloads have been created
When the user chooses to view a Caseload
Then the Caseload is displayed
Acceptance criterion 3: amend Caseload
Given that the user is permitted to amend Caseloads
When a change to the Caseload is required (e.g. additional cases added)
Then the Caseload can be amended
Acceptance criterion 4: delete Caseload
Given that the user is permitted to delete Caseloads
When the user chooses to delete a Caseload
Then the Caseload is deleted
Acceptance criterion 5: share Caseload with Health and Care Professionals
Given that the Caseload has been created
When the user chooses to share the Caseload
Then the Caseload can be shared with the relevant Health and Care Professionals
EpicCM3 - generate and manage contact schedules
As a Caseload Manager
I want to generate individual contact schedules
So that Health and Care Professionals can understand and manage their workload
Acceptance criterion 1: create contact schedule
Given that the user is permitted to create contact schedules
And the requirements for the contact schedule has been defined (e.g. applicable Staff Member, case contact frequency and duration of service)
When the user chooses to create a contact schedule for a Health or Care Professional
Then the contact schedule is created
Acceptance criterion 2: view contact schedule
Given that the user is permitted to view contact schedules
And a contact schedule has been created
When the user chooses to view a contact schedule for a Health or Care Professional
Then the contact schedule is displayed
Acceptance criterion 3: amend contact schedule
Given that the user is permitted to amend contact schedules
And a contact schedule has been created
When the user chooses to amend the contact schedule for a Health or Care Professional
Then the contact schedule is amended
Acceptance criterion 4: delete contact schedule
Given that the user is permitted to delete contact schedules
And a contact schedule has been created
When the user chooses to delete the contact schedule for a Health or Care Professional
Then the contact schedule is deleted
EpicCM4 - update Case details
As a Health or Care Professional
I want to be able to update the details for cases assigned to me
So that there is an accurate record of the case (e.g. contacts, status, outcome)
Acceptance criterion 1: update Case details
Given a case has been assigned to a Health or Care Professional
And the Health or Care Professional is permitted to update cases assigned to them
When the Health or Care Professional views a case
Then they are able to update the details held about the case
EpicCM5 - review and comment on Caseload
As a Health or Care Professional
I want to be able to view and comment on my Caseload
So that I understand the cases assigned to me and can raise any issues
Acceptance criterion 1: view and comment on Caseload
Given a Caseload has been assigned to a Health or Care Professional
And the Health or Care Professional is permitted to view their caseload
When the Health or Care Professional views their Caseload
Then they are able to comment on the elements of the Caseload
EpicCM6 - review and comment on contact schedule
As a Health or Care Professional
I want to view and comment on my contact schedule
So that I can manage my workload and can raise any issues
Acceptance criterion 1: view and comment on contact schedule
Given a contact schedule has been assigned to a Health or Care Professional
And the Health or Care Professional is permitted to view their contact schedule
When the Health or Care Professional views their contact schedule
Then they are able to comment on the elements of the contact schedule
EpicCM7 - view and update Patient/Service User's Health or Care Record
As a Health or Care Professional
I want to be able to view and updated the health or care record for a Patient/Service User held by another Service Provider
So that I can use the information to better understand their needs and can contribute to a more complete and accurate record of their healthcare
Acceptance criterion 1: view Health or Care Record
Given a Patient/Service User has health or care records held by other Service Providers
And one or more of these records can be accessed using the Caseload Management Solution
When the Patient/Service User's record is accessed
Then the record(s) held by other Service Providers can be viewed
Acceptance criterion 2: update Health or Care Record
Given a Patient/Service User has health or care records held by other Service Providers
And one or more of these records can be updated using the Caseload Management Solution
When the Patient/Service User's record is accessed
Then the record(s) held by other Service Providers can be updated
EpicCM8 - reporting
As a Caseload Manager
I want to generate reports relating to cases and Caseload
So that I can better manage and plan the delivery of care for Patients/Service Users
Acceptance criterion 1: report based on a range of selection criteria
Given that information is available relating to cases and caseloads
When the report is run
Then the results are output
And the output can be analysed to identify trends or performance
EpicCM9 - Care Pathway templates
As a Caseload Manager
I want to be able to define Care Pathway templates
So that I can standardise delivery of care and create a more consistent experience for Patients/Service Users
Acceptance criterion 1: create Care Package template
Given the Caseload Manager is permitted to create Care Package templates
When the need for a new Care Package template is identified
Then a new Care Package template can be defined (e.g. number and frequency of contacts, duration, services provided)
And the template can be used to plan care for Patients/Service Users
Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:
None
Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:
- Interoperability Standard
- Overarching Standards
Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding