EpicDA1 - analyse data across multiple organisations within the Integrated/Federated Care Setting (Federation)

As an Analyst 

I want to combine or link equivalent, structured data from multiple Organisations within the Federation

So that I can identify trends and track performance across the Federation

Acceptance criterion 1: report across Practices within the Federation

Given that structured data of a type (e.g. Appointment attendance data) is available from multiple Practices within the Federation

And a report has been configured to meet the reporting need (e.g. analysis of Appointment Did Not Attend by Practice)

When the report is run

Then data relating to each Practice will be output

And data can be aggregated or summarised by Practice

And the data for a Practice can be compared to data from other Practices

EpicDA2 - analyse data across different datasets

As an Analyst 

I want to combine or link structured data relating to different types of activity within the Federation (e.g. Patient, prescribing, Appointments, financial, workforce)

So that I can create richer or more complex metrics against which to track performance across the Federation

Acceptance criterion 1: report across Practices within the Federation

Given that structured data of different types is available from Practices within the Federation or Organisations external to the Federation

And a report has been configured to meet the reporting need (e.g. to identify trends such as the relationship between the timing of home visits and subsequent A&E attendance)

And there is a means to link datasets

When the report is run

Then data across the datasets will be linked

And data will be output according to the design of the report

EpicDA3 - create new or update existing reports 

As an Analyst

I want to be able to create or update reports

So that I can respond to new or updated reporting requirements

Acceptance criterion 1: create report in response to new reporting requirement

Given access permissions allow the creation of new reports

When a new reporting requirement is identified

Then a new report can be created to meet the requirement 

And the new report be can saved for future use with a name or identifier defined by the Analyst

Acceptance criterion 2: update report in response to new reporting requirement

Given there is a library of existing reports

And access permissions allow the update of existing reports

When a new reporting requirement is identified

Then an existing report can be updated to meet the requirement 

And the new report be can saved for future use with a name or identifier defined by the Analyst

EpicDA4 - run existing reports

As an Analyst

I want to be able to access and run an existing report

So that I can perform regular reporting and analysis in the most efficient way

Acceptance criterion 1: run existing report

Given there is a library of existing reports

When reporting is triggered (e.g. receipt of new data)

Then the Analyst can access and run the existing report

And output the results according to the existing report design

Acceptance criterion 2: report template shared by report creator with another user

Given there is a library of existing reports

And the security model defines the functions and data that are allowed to each user

And access permissions allow the sharing of report templates by the report template creator

And the other user is an authorised user of the tool and data

When the report template is shared with a user

Then the report template can be run by the other user

And the results are output

And the results are constrained to the data allowed by the security model

Acceptance criterion 3: schedule report to run

Given there is a library of existing reports

And a reporting schedule is defined for the report (e.g. regular reporting cycle such as month end)

When the Analyst defines the times and intervals at which the report will be run

Then the report is run at the defined times and intervals

And the results can be output according to the existing report design

EpicDA5 - present output

As an Analyst

I want to be able to present the output of reporting and analysis in a variety of ways

So that I can best tailor the output to the audience and purpose of the reporting

Acceptance criterion 1: create detailed report

Given that the audience requires access to the report detail (e.g. list of Patients with a condition to enable planning, report of referrals and test requests)

And access to the detail of the report is appropriate for the audience

When the report is run 

Then the detail output is retrieved according to the design of the report

And the detailed output can be presented to the audience (e.g. as a list, table or other)

Acceptance criterion 2: create aggregated report

Given the audience for the report require aggregated information (e.g. counts of Patients with a condition across the Federation or counts of Appointment 'Did Not Attend' by Practice)

And a report has been previously created and configured to meet the reporting requirement

When the report is run

Then the output is aggregated or summarised according to the design of the report

And the aggregated output can be presented to the audience (e.g. as a table)

Acceptance criterion 3: output to dashboard or similar visual representation of the data

Given that the audience want to receive to receive multiple types of data presented visually (e.g. to track performance over time and receive alerts)

And a report or set of reports have been previously created and configured to meet the reporting requirement

And the layout of the dashboard has been designed

When the report or set of reports is run 

Then the data is output to the dashboard

And is presented to the audience according to the design of the dashboard

Acceptance criterion 4: output in a format allowing the data to be shared

Given that the audience want to receive to receive the output of queries in a variety of shareable formats

And a report has been previously created and configured to meet the reporting requirement

When the report is run 

Then the report output or results can be exported in the format defined by the user

And the results can be saved to a location defined by the user, external to the Data Analytics Capability

EpicDA6 - define selection rules on reports

As an Analyst 

I want to define selection criteria for my reports

So that I can fine-tune my reports to identify only those records that positively or negatively match the selection criteria (e.g. Patients, Appointments, prescriptions, activity during particular time periods, etc.)

Acceptance criterion 1: identify activity or conditions on records

Given a report has been configured to identify values on a record (e.g. referral activity, a particular condition or diagnosis, missing NHS number or activity that occurs within or outside particular date ranges)

When the report is run

Then only those records with matching values are displayed

EpicDA7 - create and run performance-based reports

As an Analyst 

I want to define and report against performance targets (e.g. profit-analysis per Practice, A&E attendances per 1000 population, % medicines review completed)

So that I can track performance across the Federation

Acceptance criterion 1: bench-marking

Given that performance data of a type (e.g. Patient/Service User feedback metrics) is available from multiple Practices within the Federation

And a benchmark performance level (e.g. target feedback ratings) has been defined across the Federation

And a report has been configured to meet the reporting need

When the report is run

Then performance data for each Practice will be output compared to the benchmark level for the Federation

EpicDA8 - drill down to detailed information

As a Clinician or Clinical Lead

I want to be able to drill-down from summary information to detailed Patient/Service User records

So that I can identify Patients/Service Users requiring a follow-up or intervention (e.g. book a follow-up Appointments or test)

Acceptance criterion 1: drill-down to detail held in an integrated Patient-record system

Given that a summary level report has been run (e.g. list of Patients with test results)

And the Data Analytics Capability has been integrated with or linked to the Patient-record system

And the security model allows the user access to Patient-level information within the Patient-record system

When Patients/Service Users requiring a follow-up or intervention are identified (e.g. Patients/Service Users with test results outside a normal range)

Then the Clinician can drill-down to view the underlying detailed data (e.g. Patient record) in the integrated Patient-record system

EpicDA9 - forecasting

As an Analyst

I want to use past or current data to forecast or model future demand

So that I can use this to support effective decision-making and planning

Acceptance criterion 1: model future demand

Given that past or current data is available (e.g. in relation to Appointment use)

And parameters or rules can be defined regarding future use

When the report is run

Then future demand is modelled

EpicDA10  - enable reporting at different levels

As an Analyst

I want to determine the level of Organisational or geographical reporting (e.g. Practice, CCG or Federation level; postcode sector)

So that I can report flexibly according to perspectives on the data

Acceptance criterion 1: determine organisation level for reporting

Given that data of a type is available from multiple Practices within the Federation

And there are audiences wanting output at different Organisational levels

And the data allows the identification of different reporting levels

And the report has been configured to determine the reporting level

When the report is run

Then data is output at the reporting level (e.g. Practice or CCG) according to the report design

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