ID	C43
Version	2.0.0
Type	Capability
Category	Consultations
Status	Deprecated
Effective Date	Jan 2, 2024
Framework(s)	DFOCVC

Description

The Online Consultation Capability allows Patients/Service Users/Proxies to request and receive support relating to healthcare concerns, at a time and place convenient for them.

Provision of information by the Patient/Service User/Proxy allows the Health or Care Professional dealing with the request to triage requests effectively and make informed decisions about how best to respond - the response could be information or advice, an offer of a consultation, provision of a repeat prescription or a referral to other services. This may be enhanced by the ability to link the request, and the response, to the Patient/Service User's record.

The Capability may provide the Patient/Service User/Proxy with instant self-help advice or sign-post them to relevant services. It also supports the remote delivery of a range of clinical scenarios, including:

Clinical consultation
Direct care advice (from a Health or Care Professional)
report symptoms
review of a known problem or condition

Outcomes

Patient/Service User	Able to make healthcare-related requests, at a time and place convenient to them Able to provide relevant information, increasing the likelihood of obtaining their desired outcome Able to self-serve advice and guidance for non-urgent symptoms without the need for an appointment, including direction to other sources of appropriate care
Proxy	Able to make healthcare-related requests, at a time and place convenient to them on behalf of a Patient/Service User Able to provide relevant information, increasing the likelihood of obtaining the desired outcome on behalf of a Patient/Service User Able to self-serve advice and guidance for non-urgent symptoms without the need for an appointment, including direction to other sources of appropriate care on behalf of a Patient/Service User
Health or Care Professional	Able to triage and prioritise requests ensuring the most urgent are responded to quickly and are directed to the most appropriate person or service Able to make more informed decisions relating to Patient/Service User/Proxy's requests through access to the Patient/Service User's record and information provided by them
Healthcare Organisation	Able to enhance the Healthcare Organisation's ability to effectively manage time and workloads of receiving and responding to Online Consultation requests from Patients/Service Users Improve Patient/Service User’s access to advice or consultation by providing an additional mode of access alongside traditional methods such as the telephone and walk ins. Able to use Management Information (MI) about Online Consultations to improve services and access to information

MUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

E00001 - Online Consultation

As a Patient/Service User

I want to be able to access an Online Consultation Solution

So that I can submit information about my needs to a Health Care Organisation at a time and in a way that is convenient for me and access the services that the Online Consultation Solution provides

Acceptance criterion 1: enable Online Consultation between the Patient/Service User and the Health Care Organisation

Given a Patient/Service User has accessed an Online Consultation Solution

When they provide information to the Health Care Organisation

Then the Health Care Organisation can access the information provided

And provide a range of outcomes for the Patient/Service User

MAY Epics - All May Epics and Acceptance Criteria will be evaluated during the Capability Assessment Stage of On-boarding. These Epics are not mandatory. Any May Epics that are assessed as met will be available to buyers to support them when comparing Solutions

E00002 - Online Consultation with a Proxy

As a Proxy

I want to be able to access an Online Consultations on behalf of a Patient/Service User

So that they can receive the most appropriate support without needing to attend a healthcare location unnecessarily

Acceptance criterion 1: Proxy provides their information

Given that a Proxy can make an Online Consultation request on behalf of a Patient/Service User

When a Proxy selects to make an Online Consultation request on behalf of a Patient/Service User

Then the Proxy can provide their Name, Address, Date of Birth, preferred Contact Details, preferred Contact Method and other information in their request for support in order to aid the Health Care Organisation in verifying them

Acceptance criterion 2: enable Online Consultation between the Proxy and the Health Care Organisation

Given a Proxy has accessed an Online Consultation Solution on behalf of a Patient/Service User

When they provide information to the Health Care Organisation

Then the Health Care Organisation can access the information provided

And provide a range of outcomes to the Proxy on behalf of the Patient/Service User

E00003 - Patient/Service User requests for Online Consultation support and provides information

As a Patient/Service User

I want to be able to make an Online Consultation requests for support in relation to a healthcare concern

So that I can receive the most appropriate support

Acceptance criterion 1: Patient/Service User requests advice or consultation

Given that Patients/Service Users can make Online Consultation requests for support

When a Patient/Service User selects to request Online Consultation support

Then the Patient/Service User is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And an Online Consultation request for support is created

And the Patient/Service User can provide information about their request

Acceptance criterion 2: provide information for support

Given a Patient/Service User selects to request Online Consultation support

When Patient/Service User is creating an Online Consultation request for support

Then the Patient/Service User can provide Name, Address, Date of Birth, Gender, preferred Contact Details and preferred Contact Method in their request for support

And this information is provided to the Healthcare Organisation

E00004 - Proxy requests for Online Consultation support and provides information

As a Proxy

I want to be able to make an Online Consultation requests for support in relation to a healthcare concern on behalf of a Patient/Service User

So that they can receive the most appropriate support

Acceptance criterion 1: Proxy requests advice or consultation

Given that Proxies can make Online Consultation requests for support

When a Proxy selects to request Online Consultation support on behalf of a Patient/Service User

Then the Proxy is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And an Online Consultation request for support is created

And the Proxy can provide information about the request

Acceptance criterion 2: provide information for support

Given a Proxy selects to request Online Consultation support

When a Proxy is creating an Online Consultation request for support on behalf of a Patient/Service User

Then the Proxy can provide the Name, Address, Date of Birth, Gender, their relationship to the Patient/Service User and preferred Contact Details of the Patient/Service User in the request for support

And this information is provided to the Healthcare Organisation and identified as being completed by a Proxy

E00005 - respond to Online Consultation requests for support from Patients/Service Users

As a Health or Care Professional

I want to be able to review and respond to an Online Consultation request (e.g. advice or a consultation) submitted by a Patient/Service User

So that I can respond to their request in the most appropriate way (e.g. refer them to other services, offer advice or a consultation or clinical tests)

Acceptance criterion 1: view Online Consultation request for support

Given that an Online Consultation request for support has been received from a Patient/Service User

When the Health or Care Professional selects to review the Online Consultation request

Then they can view the Online Consultation request for support

Acceptance criterion 2: respond to a Patient/Service User's Online Consultation request for support

Given that an Online Consultation request for support has been viewed by a Health or Care Professional

When the Health or Care Professional selects to respond to the Online Consultation request

Then a response is created

And the Health or Care Professional can provide advice or information in the response

E00006 - respond to Online Consultation requests for support from Proxies

As a Health or Care Professional

I want to be able to review and respond to an Online Consultation request (e.g. advice or a consultation) submitted by a Proxy on behalf of a Patient/Service User

So that I can respond to the request in the most appropriate way (e.g. refer them to other services, offer advice or a consultation or clinical tests)

Acceptance criterion 1: view Online Consultation request for support from a Proxy

Given that an Online Consultation request for support has been received from a Proxy

When the Health or Care Professional selects to review the Online Consultation request on behalf of a Patient/Service User

Then they can view the Online Consultation request for support

Acceptance criterion 2: respond to a Proxy’s Online Consultation request for support

Given that an Online Consultation request for support from a Proxy has been viewed by a Health or Care Professional

When the Health or Care Professional selects to respond to the Online Consultation request from a Proxy on behalf of a Patient/Service User

Then a response is created

And the Health or Care Professional can provide advice or information in the response

E00007 - include attachments in Online Consultation requests

As a Patient/Service User

I want to be able to include attachments in the Online Consultation request for support in relation to healthcare concern

So that I can provide additional information to support the request

Acceptance criterion 1: include attachments in request for support

Given a Patient/Service User selects to make an Online Consultation request for support from a Healthcare Organisation

When creating an Online Consultation request for support

Then the Patient/Service User can include attachments in the Online Consultation request for support

And the request is provided to the Healthcare Organisation

Acceptance criterion 2: view attachments in Online Consultation request for support

Given that an attachment has been included in the request for support by a Patient/Service User

When the Health or Care Professional selects to review the Online Consultation request for support

Then they can view the Online Consultation request for support

And the attachments provided in the Online Consultation request for support can be viewed

E00008 - include attachments in Online Consultation requests from a Proxy

As a Proxy

I want to be able to include attachments in the Online Consultation request for support in relation to a Patient/Service User’s healthcare concern

So that I can provide additional information to support the request

Acceptance criterion 1: include attachments in request for support from a Proxy

Given a Proxy selects to make an Online Consultation request for support from a Healthcare Organisation on behalf of a Patient/Service User

When creating an Online Consultation request for support

Then the Proxy can include attachments in the Online Consultation request for support

And the request is provided to the Healthcare Organisation

Acceptance criterion 2: view attachments in Online Consultation request for support from a Proxy

Given that an attachment has been included in the request for support from a Proxy on behalf of a Patient/Service User

When the Health or Care Professional selects to review the Online Consultation request for support from a Proxy

Then they can view the Online Consultation request for support

And the attachments provided in the Online Consultation request for support can be viewed

E00009 - automated response to Online Consultation requests for support from Patients/Service Users

As a Health or Care Professional

I want the Solution to provide an automated response to Online Consultation requests for support submitted by Patients/Service Users

So that the Patients/Service Users are informed how their Online Consultation request will be dealt with

Acceptance criterion 1: automated response to Online Consultation requests for support

Given a Patient/Service User selects to create an Online Consultation request

When the Online Consultation request is created

Then an automated response is provided to the Patient/Service User

Acceptance criterion 2: customisation of automated response

Given the Health or Care Professional has permission to customise automated responses for Online Consultation requests

When the Health or Care Professional selects to customise the automated response

Then a custom automated response can be created by the Health or Care Professional

E00010 - automated response to Online Consultation requests for support from Proxies

As a Health or Care Professional

I want the Solution to provide an automated response to Online Consultation requests for support submitted by Proxies on behalf of a Patient/Service User

So that the Proxies are informed how the Online Consultation request will be dealt with

Acceptance criterion 1: automated response to Online Consultation requests for support from a Proxy

Given a Proxy selects to create an Online Consultation request on behalf of a Patient/Service User

When the Online Consultation request is created

Then an automated response is provided to the Proxy

Acceptance criterion 2: customisation of automated response to a Proxy

Given the Health or Care Professional has permission to customise automated responses for Online Consultation requests

When the Health or Care Professional selects to customise the automated response

Then a custom automated response can be created by the Health or Care Professional

E00011 - Patient/Service User makes an administrative request

As a Patient/Service User

I want to be able to make an administrative request

So that I can receive the most appropriate support

Acceptance criterion 1: Patient/Service User makes an administrative request

Given that Patients/Service Users can make administrative requests

When a Patient/Service User identifies the need for an administrative request

Then the Patient/Service User is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And an administrative request can be made

And the Patient/Service User can provide information about the nature of their request

And the administrative request can be provided to the Healthcare Organisation

Acceptance criterion 2: provide information for support

Given that Patients/Service Users can make administrative requests

When a Patient/Service User is creating an administrative request for support

Then the Patient/Service User can provide Name, Address, Date of Birth, Gender, preferred Contact Details and preferred Contact Method in their request for support

And this information is provided to the Healthcare Organisation

E00012 - Proxy makes an administrative request

As a Proxy

I want to be able to make an administrative request on behalf of a Patient/Service User

So that they can receive the most appropriate support

Acceptance criterion 1: Proxy makes an administrative request

Given that Proxies can make administrative requests

When a Proxy identifies the need for an administrative request on behalf of a Patient/Service User

Then the Proxy is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And an administrative request can be made

And the Proxy can provide information about the nature of the request

And the administrative request can be provided to the Healthcare Organisation

Acceptance criterion 2: provide information for support by a Proxy

Given that a Proxy can make administrative requests

When a Proxy is creating an administrative request for support on behalf of a Patient/Service User

Then the Proxy can provide the Name, Address, Date of Birth, Gender, their relationship to the Patient/Service User, preferred Contact Details and preferred Contact Method of the Patient/Service User in the request for support

And this information is provided to the Healthcare Organisation and identified as being completed by a Proxy

E00013 - respond to administrative requests for support from Patients/Service Users

As a Health or Care Professional

I want to be able to review and respond to an administrative request submitted by a Patient/Service User

So that I can respond to their request in the most appropriate way

Acceptance criterion 1: view administrative request

Given that an administrative request has been received from a Patient/Service User

When the Health or Care Professional selects to review the administrative request

Then they can view the administrative request

Acceptance criterion 2: respond to a Patient/Service User's administrative request

Given that an administrative request has been viewed by a Health or Care Professional

When the Health or Care Professional selects to respond to the administrative request

Then a response is created

And the Health or Care Professional can provide advice or information in the response

E00014 - respond to administrative requests for support from Proxies

As a Health or Care Professional

I want to be able to review and respond to an administrative request submitted by a Proxy on behalf of a Patient/Service User

So that I can respond to the request in the most appropriate way

Acceptance criterion 1: view administrative request from a Proxy

Given that an administrative request has been received from a Proxy on behalf of a Patient/Service User

When the Health or Care Professional selects to review the administrative request from the Proxy

Then they can view the administrative request

Acceptance criterion 2: respond to a Proxy’s administrative request

Given that an administrative request from a Proxy has been viewed by a Health or Care Professional

When the Health or Care Professional selects to respond to the administrative request

Then a response is created

And the Health or Care Professional can provide advice or information in the response

E00015 - automated responses to administrative requests from Patients/Service Users

As a Health or Care Professional

I want the Solution to provide an automated response to administrative requests submitted by Patients/Service Users

So that the Patients/Service Users are informed how their administrative requests will be dealt with

Acceptance criterion 1: customisation of automated response

Given the Health or Care Professional has permission to customise automated responses for administrative requests

When the Health or Care Professional selects to customise the automated response

Then a custom automated response can be created by the Health or Care Professional

Acceptance criterion 2: automated response to administrative request

Given that a Patient/Service User selects to create an administrative request

When the administrative request is created

Then an automated response is provided to the Patient/Service User

E00016 - automated responses to administrative requests from Proxies

As a Health or Care Professional

I want the Solution to provide an automated response to administrative requests submitted by Proxies on behalf of Patients/Service Users

So that Proxies are informed how the administrative requests will be dealt with

Acceptance criterion 1: customisation of automated response to Proxies

Given the Health or Care Professional has permission to customise automated responses for administrative requests from a Proxy on behalf of a Patient/Service User

When the Health or Care Professional selects to customise the automated response

Then a custom automated response can be created by the Health or Care Professional

Acceptance criterion 2: automated response to administrative request from a Proxy

Given that a Proxy selects to create an administrative request on behalf of a Patient/Service User

When the administrative request is created

Then an automated response is provided to the Proxy

E00017 - link Online Consultation requests for support and responses

As a Health or Care Professional

I want to be able to link Online Consultation requests for support and responses

So that I have record of interactions with the Patient/Service User

Acceptance criterion 1: link Online Consultation requests and responses

Given that there are Online Consultation requests for support from Patients/Service Users

When the Health or Care Professional provides a response

Then the response can be linked to the original Online Consultation request for support from the Patient/Service User

Acceptance criterion 2: Patient/Service User can view the request and response

Given that there are Online Consultation requests for support from Patients/Service User

And there are responses from Health or Care Professional to the Online Consultation requests for support

When a Patient/Service User selects to view the Online Consultation request for support and response

Then the Online Consultation requests for support and response can be viewed by the Patient/Service User

Acceptance criterion 3: Health or Care Professional can view the request and response

Given that there are Online Consultation requests for support from Patients/Service Users

And there are responses from Health or Care Professional to the Online Consultation requests for support

When a Health or Care Professional selects to view the Online Consultation request for support and response

Then the Online Consultation request for support and response can be viewed by the Health or Care Professional

E00018 - link Online Consultation requests for support from a Proxy and responses

As a Health or Care Professional

I want to be able to link Online Consultation requests for support from a Proxy on behalf of a Patient and the responses

So that I have record of interactions with the Proxy in relation to the Patient/Service User

Acceptance criterion 1: link Online Consultation requests from a Proxy and the responses

Given that there are Online Consultation requests for support from a Proxy on behalf of a Patient/Service User

When the Health or Care Professional provides a response

Then the response can be linked to the original Online Consultation request for support from the Proxy on behalf of the Patient/Service User

Acceptance criterion 2: Proxy can view the request and response

Given that there are Online Consultation requests for support from a Proxy on behalf of a Patient/Service User

And there are responses from Health or Care Professional to the Online Consultation requests for support from a Proxy

When a Proxy selects to view the Online Consultation request for support and response

Then the Online Consultation requests for support and response can be viewed by the Proxy on behalf of the Patient/Service User

Acceptance criterion 3: Health or Care Professional can view the request from a Proxy and the response

Given that there are Online Consultation requests for support from a Proxy on behalf of a Patient/Service User

And there are responses from Health or Care Professional to the Online Consultation requests for support from a Proxy

When a Health or Care Professional selects to view the Online Consultation request for support and response

Then the Online Consultation request for support and response can be viewed by the Health or Care Professional

E00019 - self-help and signposting

As a Patient/Service User

I want to access information relating to my healthcare condition(s)

So that I can self-care through provision of relevant information or sign-posting to a directory of local services and UK based services (e.g. NHS111, NHS.uk)

Acceptance criterion 1: Patient/Service User views information relating to their healthcare condition

Given that the Patient/Service User has access to the Solution

When they select to view information relating to their healthcare condition or symptoms

Then the Patient/Service User is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And they can view validated information relating to their condition or symptoms

Acceptance criterion 2: Patient/Service User is sign-posted to services

Given that the Patient/Service User has access to the Solution

When they select to view information on services that are relevant to their healthcare condition or symptoms

Then they are sign-posted to the relevant UK based services and a directory of local services

E00020 - Proxy supporting self-help and signposting

As a Proxy

I want to access information relating to the healthcare condition(s) of the Patient/Service User

So that I help the Patient/Service User self-care through provision of relevant information or sign-posting to a directory of local services and UK based services (e.g. NHS111, NHS.uk)

Acceptance criterion 1: Proxy views information relating to the healthcare condition of the Patient/Service User

Given that the Proxy has access to the Solution

When they select to view information relating to a healthcare condition or symptom on behalf of a Patient/Service User

Then the Proxy is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And they can view validated information relating to the condition or symptoms

Acceptance criterion 2: Proxy is sign-posted to services

Given that the Proxy has access to the Solution

When they select to view information on services that are relevant to the healthcare condition or symptoms of the Patient/Service User

Then they are sign-posted to the relevant UK based services and a directory of local services

E00021 - symptom checking

As a Patient/Service User

I want to provide information relating to my symptoms

So that I can view relevant and validated information or be sign-posted to relevant UK based services (e.g. NHS111, NHS.uk)

Acceptance criterion 1: Patient/Service User undergo symptom checking relating to their healthcare condition

Given the Patient/Service User has access to the Solution

When they select to provide information about the symptoms

Then the Patient/Service User is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And the symptoms can be recorded

And relevant healthcare conditions are identified based on the symptoms recorded

And they can view relevant and validated information sourced from UK based services relating to those healthcare conditions

E00022 - symptom checking by a Proxy

As a Proxy

I want to provide information relating to symptoms on behalf of a Patient/Service User

So that I can view relevant and validated information or be sign-posted to relevant UK based services (e.g. NHS111, NHS.uk)

Acceptance criterion 1: Proxy undertakes symptom checking relating to the healthcare condition on behalf of a Patient/Service User

Given the Proxy has access to the Solution

When they select to provide information about symptoms on behalf of a Patient/Service User

Then the Proxy is informed that the service is not suitable for emergency enquiries and direction to emergency services is provided

And the symptoms can be recorded

And relevant healthcare conditions are identified based on the symptoms recorded

And the Proxy can view relevant and validated information sourced from UK based services relating to those healthcare conditions

E00023 - Direct Messaging

As a Health or Care Professional

I want a facility to send and receive Direct Messages

So that real time healthcare support can be provided to the Patient/Service User

Acceptance criterion 1: Health or Care Professional selects available status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Health or Care Professional selects to show themselves as available for Direct Messages

Then they are marked as available for Direct Messaging and that status is visible to others

Acceptance criterion 2: Patient/Service User selects available status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Patient/Service User selects to show themselves as available for Direct Messages

Then they are marked as available for Direct Messaging and that status is visible to others

Acceptance criterion 3: Patient/Service User can send Direct Messages to the Health or Care Professional

Given that a facility to support Direct Messaging is available

And the Health or Care Professional is available for Direct Messaging

When the Patient/Service User selects to send a Direct Message to Health or Care Professional

Then this message can be viewed by the Health or Care Professional

And the Health or Care Professional can respond to the message in real-time

Acceptance criterion 4: Health or Care Professional can send Direct Messages to the Patient/Service User

Given that a facility to support Direct Messaging is available

When the Health or Care Professional selects to send a Direct Message to Patient/Service User

Then this message can be viewed by the Patient/Service User

And the Patient/Service User can respond to the message in real-time

Acceptance criterion 5: Health or Care Professional selects unavailable status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Health or Care Professional selects to show themselves as unavailable for Direct Messages

Then they are marked as unavailable for Direct Messaging and that status is visible to others

Acceptance criterion 6: Patient/Service User selects unavailable status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Patient/Service User selects to show themselves as unavailable for Direct Messages

Then they are marked as unavailable for Direct Messaging and that status is visible to others

E00024 - Direct Messaging by a Proxy

As a Health or Care Professional

I want a facility to send and receive Direct Messages to a Proxy

So that real time healthcare support can be provided to Proxy in relation to the Patient/Service User

Acceptance criterion 1: Health or Care Professional selects available status for Direct Messaging with a Proxy

Given that a facility to support Direct Messaging with a Proxy is available

When the Health or Care Professional selects to show themselves as available for Direct Messages with a Proxy

Then they are marked as available for Direct Messaging and that status is visible to others

Acceptance criterion 2: Proxy selects available status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Proxy selects to show themselves as available for Direct Messages

Then they are marked as available for Direct Messaging and that status is visible to others

Acceptance criterion 3: Proxy can send Direct Messages to the Health or Care Professional

Given that a facility to support Direct Messaging is available

And the Health or Care Professional is available for Direct Messaging

When the Proxy selects to send a Direct Message to Health or Care Professional

Then this message can be viewed by the Health or Care Professional

And the Health or Care Professional can respond to the message in real-time

Acceptance criterion 4: Health or Care Professional can send Direct Messages to the Proxy

Given that a facility to support Direct Messaging is available

When the Health or Care Professional selects to send a Direct Message to a Proxy

Then this message can be viewed by the Proxy

And the Proxy can respond to the message in real-time

Acceptance criterion 5: Health or Care Professional selects unavailable status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Health or Care Professional selects to show themselves as unavailable for Direct Messages

Then they are marked as unavailable for Direct Messaging and that status is visible to others

Acceptance criterion 6: Proxy selects unavailable status for Direct Messaging

Given that a facility to support Direct Messaging is available

When the Proxy selects to show themselves as unavailable for Direct Messages

Then they are marked as unavailable for Direct Messaging and that status is visible to others

E00025 - view the Patient Record during Online Consultation

As a Health or Care Professional

I want to be able to view the Patient Record held in the Core Clinical Record

So that I can view the Patient’s medical history during an Online Consultation

Acceptance criterion 1: Health or Care Professional can access Patient Records during the Online Consultation

Given a Health or Care Professional is conducting an Online Consultation

When the Health or Care Professional selects to view the Patient Record held in the Core Clinical Record

Then they can view the Patient Record held in the Core Clinical Record

E00026 - electronically share files during Direct Messaging

As a Health or Care Professional

I want a facility to share and receive files electronically in Direct Messages

So further information can be shared with the Patient/Service User

Acceptance criterion 1: Patient/Service User can share files during Direct Messaging

Given a Direct Messaging is in progress between the Patient/Service User and the Health or Care Professional

When the Patient/Service User selects to share an electronic file

Then the file is shared with the Health or Care Professional during Direct Messaging

And can be accessed by the Health or Care Professional

Acceptance criterion 2: Health or Care Professional can share files during Direct Messaging

Given Direct Messaging is in progress between the Patient/Service User and the Health or Care Professional

When the Health or Care Professional selects to share an electronic file

Then the file is shared with the Patient/Service User during Direct Messaging

And can be accessed by the Patient/Service User

E00027 - electronically share files during Direct Messaging with a Proxy

As a Health or Care Professional

I want a facility to share and receive files electronically in Direct Messages with a Proxy

So further information can be shared with the Proxy

Acceptance criterion 1: Proxy can share files during Direct Messaging

Given a Direct Messaging is in progress between the Proxy and the Health or Care Professional on behalf of a Patient/Service User

When the Proxy selects to share an electronic file

Then the file is shared with the Health or Care Professional during Direct Messaging

And can be accessed by the Health or Care Professional

Acceptance criterion 2: Health or Care Professional can share files during Direct Messaging with a Proxy

Given Direct Messaging is in progress between the Proxy and the Health or Care Professional on behalf of a Patient/Service User

When the Health or Care Professional selects to share an electronic file

Then the file is shared with the Proxy

And can be accessed by the Proxy

E00028 - customisation of report

As a Health or Care Professional

I want to be able to customise reports relating to Online Consultations

So that I can create a report to support my work and decisions

Acceptance criterion 1: customise report

Given that there is Online Consultation request data available

And the Health or Care Professional has permissions to custom report

When the Health or Care Professional selects to report on use of Online Consultations

Then a report can be customised to create output relating to Online Consultations

E00029 - report on utilisation of Online Consultation requests for support

As a Health or Care Professional

I want to have access to reports relating to Online Consultation requests for support

So that I can make informed decisions

Acceptance criterion 1: report on use of Online Consultations

Given that there is Online Consultation request data available

And the Health or Care Professional has permissions to run reports

When the Health or Care Professional selects to report on use of Online Consultations

Then a report can be run to create output relating to the use of Online Consultations

E00030 - report on outcomes or dispositions provided to the Patient/Service User

As a Health or Care Professional

I want to access reports on outcomes/dispositions provided to the Patient/Service User via the Online Consultation Solution

So that I can make informed decisions

Acceptance criterion 1: report on outcomes/dispositions provided to the Patient/Service User

Given that there is Online Consultation request data available

And the Health or Care Professional has permissions to run reports

When the Health or Care Professional selects to report on the outcomes/dispositions provided to the Patients/Service Users

Then a report can be run to create output relating to the outcomes/dispositions provided to the Patients/Service Users

E00031 - report on the status of Online Consultations

As a Health or Care Professional

I want to access a report on the status of the Online Consultations

So that I can make informed decisions

Acceptance criterion 1: report on the status of Online Consultations

Given that there is Online Consultation data available

And the Health or Care Professional has permissions to run reports

When the Health or Care Professional selects to report on the status of Online Consultations

Then a report can be run on the status of Online Consultations

E00032 - report on Patient demographics using Online Consultation

As a Health or Care Professional

I want to access reports on the demographics of the Patients using the Online Consultation Solution

So that I can make informed decisions

Acceptance criterion 1: report on Patient demographics using Online Consultation

Given that there is Online Consultation request for support data available

And the Health or Care Professional has permissions to run reports

When the Health or Care Professional selects to report on the demographic of the patients using Online Consultation Solution

Then a report can be run to create output relating to demographic of the Patients/Service Users

E00033 - manually prioritise Online Consultation requests for support

As a Health or Care Professional

I want to be able to prioritise Online Consultation requests for support

So that the severity of the condition of the Patient/Service User can be identified and directed to the health and care services that best meets their needs

Acceptance criterion 1: Healthcare Organisation can manually prioritise request

Given that there are Online Consultation requests for support

When Online Consultation requests for support have been received

Then the Health or Care Professional can prioritise the requests manually

Acceptance criterion 2: flag urgent request

Given that Online Consultation requests for support have been manually prioritised

When the Health or Care Professional selects the Online Consultation request as requiring urgent attention

Then the Online Consultation request is flagged to the Health Care Organisation

E00034 - assign Online Consultation requests to a Health or Care Professional manually

As a Health or Care Professional

I want to be able to assign Online Consultation requests for support to a Health or Care Professional

So that the requests can be directed to the appropriate Health or Care Professional

Acceptance criterion 1: Health or Care Professional can assign requests to a Health or Care Professional

Given that there are Online Consultation requests

When the Health or Care Professional selects to assign Online Consultation requests

Then the Online Consultation requests can be assigned to a Health or Care Professional

Acceptance criterion 2: view Online Consultation requests assigned to a Health or Care Professional

Given that Online Consultation requests have been assigned to a Health or Care Professional

When a Health or Care Professional selects to view the assigned Online Consultation requests

Then they are able to view the assigned Online Consultation requests

And view which Health or Care Professional the Online Consultation requests have been assigned to

Acceptance criterion 3: view unassigned Online Consultation requests

Given that Patients/Service Users can make Online Consultation requests

And there are unassigned Online Consultation request

When a Health or Care Professional selects to view the unassigned Online Consultation requests

Then they are able to view the unassigned Online Consultation requests

E00035 - categorise outcome of Online Consultation requests

As a Health or Care Professional

I want to be able to apply a category to the outcome or disposition of an Online Consultation request

So that Online Consultation requests can be categorised by outcome or disposition

Acceptance criterion 1: Health or Care Professional can categorise the outcome or disposition of an Online Consultation request

Given there is an Online Consultation request

When the Health or Care Professional selects to categorise the outcome or disposition of the Online Consultation request

Then the Online Consultation request outcome or disposition can be categorised

E00037 - automatically prioritise Online Consultation requests

As a Health or Care Professional

I want to be able to prioritise Online Consultation requests for support

So that the severity of the condition of the Patient/Service User can be identified and directed to the health and care services that best meet their needs

Acceptance criterion 1: automatically prioritise request

Given that there are Online Consultation requests for support

When Online Consultation requests for support have been received

Then the Online Consultation requests for support can be prioritised automatically

Acceptance criterion 2: flag urgent request

Given that Online Consultation requests for support have been automatically prioritised

When the Online Consultation Solution identifies a Online Consultation request as requiring urgent attention

Then the Online Consultation request is flagged to the Health Care Organisation

E00038 - assign Online Consultation requests to Health or Care Professional automatically

As a Health or Care Professional

I want to be able to assign Online Consultation requests for support to a Health or Care Professional

So that the requests can be directed to the appropriate Health and Care Professional

Acceptance criterion 1: automatically assign requests to Health or Care Professional

Given that there are Online Consultation requests for support

When Online Consultation requests for support have been received

Then the Online Consultation requests for support can be assigned to the Health or Care Professional automatically

E00056 - disable and enable Direct Messaging for a Healthcare Organisation

As a Health or Care Professional

I want to be able to disable and enable Direct Messaging for my Healthcare Organisation

So I can control whether Patients/Service Users are able to send Direct Messages

Acceptance criterion 1: Health or Care Professional can disable Direct Messaging for Healthcare Organisation

Given Direct Messaging is enabled for the Healthcare Organisation

When the Health or Care Professional selects to disable Direct Messaging for the Healthcare Organisation

Then Direct Messaging is disabled

And Patients/Service Users are unable to send Direct Messages

Acceptance criterion 2: Health or Care Professional can enable Direct Messaging for Healthcare Organisation

Given Direct Messaging is disabled for the Healthcare Organisation

When the Health or Care Professional selects to enable Direct Messaging for the Healthcare Organisation

Then Direct Messaging is enabled

And Patients/Service Users are able to send Direct Messages

E00057 - disable and enable Direct Messaging for a Patient/Service User

As a Health or Care Professional

I want to disable and enable Direct Messaging for a specific Patient/Service User

So that I can control whether a specific Patients/Service User is able to send Direct Messages

Acceptance criterion 1: Health or Care Professional can disable Direct Messaging for a Patient/Service User

Given Direct Messaging is enabled for a Patient/Service User

When the Health or Care Professional selects to disable Direct Messaging for a Patient/Service User

Then Direct Messaging is disabled

And that Patient/Service User is unable to send Direct Messages

Acceptance criterion 2: Health or Care Professional can enable Direct Messaging for a Patient/Service User

Given Direct Messaging is disabled for a Patient/Service User

When the Health or Care Professional selects to enable Direct Messaging for a Patient/Service User

Then Direct Messaging is enabled

And that Patient/Service User is able to send Direct Messages

E00058 - disable and enable electronic file sharing during Direct Messaging for a Healthcare Organisation

As a Health or Care Professional

I want to be able to disable and enable the sharing of electronic files during Direct Messaging for my Healthcare Organisation

So that I can control whether the Patient/Service User is able to share electronic files

Acceptance criterion 1: Health or Care Professional can disable file sharing during Direct Messaging for the Healthcare Organisation

Given that Direct Messaging is enabled for the Healthcare Organisation

And electronic file sharing during Direct Messaging is enabled for the Healthcare Organisation

When the Health or Care Professional selects to disable sharing of electronic files during Direct Messaging

Then electronic file sharing during Direct Messaging is disabled

And the Patient/Service User is unable to share electronic files

Acceptance criterion 2: Health or Care Professional can enable file sharing during Direct Messaging for the Healthcare Organisation

Given Direct Messaging is enabled for the Healthcare Organisation

And electronic file sharing during Direct Messaging is disabled for the Healthcare Organisation

When the Health or Care Professional selects to enable sharing of electronic files during Direct Messaging

Then electronic file sharing during Direct Messaging is enabled

And the Patient/Service User is able to share electronic files

E00075 - Patient/Service User feedback for Online Consultation

As a Patient/Service User

I want the facility to provide feedback after an Online Consultation

So that I can provide feedback on my experience

Acceptance criterion 1: capture feedback on an Online Consultation

Given that an Online Consultation with a Health or Care Professional has taken place

When the Patient/Service User selects to provide feedback on their experience

Then that feedback is captured and shared with the Healthcare Organisation

E00076 - record Online Consultation outcome to the Patient Record

As a Health or Care Professional

I want to be able to record the outcome of the Online Consultation to the Patient Record held in the Core Clinical Record

So that I have a complete record of interactions with the Patient/Service User

Acceptance criterion 1: outcome of Online Consultation is recorded in the Patient Record

Given that an Online Consultation with a Patient/Service User has taken place

When the outcome of the Online Consultation has been selected by the Health or Care Professional

Then the outcome can be recorded in the Patient Record held in the Core Clinical Record

E00077 – retain attachments (files and images) in the Patient Record

As a Health or Care Professional

I want to be able record attachments (files and images) to the Patient Record held in the Core Clinical Record

So that I have a complete record of the Patient’s/Service User’s Online Consultation

Acceptance criterion 1: save attachments (files and images) in the Patient record held in Core Clinical Record

Given a Patient/Service User has provided an attachment via the Online Consultation Solution

When the Health or Care Professional selects to save the attachment in the Patient Record held in Core Clinical Record

Then the attachment is saved in the Patient Record

Acceptance criterion 2: do not save attachments (files and images) in the Patient record held in Core Clinical Record

Given a Patient/Service User has provided an attachment via the Online Consultation Solution

When the Health or Care Professional selects to not save the attachment in the Patient Record held in Core Clinical Record

Then the attachment is not saved in the Patient Record

E00078 - Verify Patient/Service User details against Personal Demographics Service (PDS)

As a Health or Care Professional

I want to be able verify details of Patient/Service User against PDS

So that I can validate the identity and registration of the Patient/Service User in the Healthcare Organisation

Acceptance criterion 1: verify Patient/Service User details against PDS

Given that there is an Online Consultation request for support

When the Health or Care Professional selects to verify the Patient/Service User details provided in the Online Consultation request against PDS

Then the Patient/Service User’s details are verified against PDS

E00079 – SNOMED code Online Consultation

As a Health or Care Professional

I want to be able to SNOMED code Online Consultation

So that I am able to standardise terminologies

Acceptance criterion 1: SNOMED code Online Consultation

Given that there is an Online Consultation request for support

When the Health or Care Professional selects to SNOMED code Online Consultation

Then the SNOMED code is applied for Online Consultation

Acceptance criterion 2: SNOMED code information within Online Consultation

Given that there is an Online Consultation request for support

When the Health or Care Professional selects to SNOMED code within the Online Consultation

Then the SNOMED code is applied within the Online Consultation

E00080 – customisation of the question sets for Patients/Service Users requesting Online Consultation support

As a Health or Care Professional

I want to be able to customise the question sets for the Patients/Service Users

So that I can gather information from the Patients/Service Users requesting Online Consultation support

Acceptance criterion 1: customisation of the question sets for Patients/Service Users requesting Online Consultation support

Given the Health or Care Professional has permission to customise the question sets for the Patients/Service Users

When the Health or Care Professional selects to customise the question sets for the Patients/Service Users

Then the Health or Care Professional can customise the question sets

E00081 - accessibility options for Online Consultation

As a Patient/Service User

I want the Online Consultation solution to provide accessibility options

So that I can access all the information provided during a Online Consultation

Acceptance criterion 1: provide accessibility options for Online Consultation

Given a Health or Care Professional is conducting an Online Consultation

When the Patient/Service User selects to enable accessibility options

Then accessibility options are available for the Patient/Service User to use

E00082 - notification to Patients/Service Users

As a Health or Care Professional

I want to be able to notify Patients/Service Users when action is taken on their Online Consultation requests for support

So that Patients/Service Users are informed of the progress of their Online Consultation request for support

Acceptance criterion 1: notification to Patients/Service Users

Given an Online Consultation request for support is received

When the Health or Care Professional selects to progress the Online Consultation request for support

Then the Patient/Service User is notified of the progress

E00083 - customisation of instructions to Patients/Service Users using Online Consultation Solution

As a Health or Care Professional

I want to be able to customise the instructions available to the Patients/Service Users

So that I can provide customised instructions (i.e. Opening time of Practice, Response time of request, etc ) to the Patients/Service User

Acceptance criterion 1: customisation of instructions to Patients/Service Users using Online Consultation Solution

Given the Health or Care Professional has permission to customise the instructions for using Online Consultation Solution

When the Health or Care Professional selects to customise the instructions for using Online Consultation Solution

Then the instructions are customised

E00084 - categorise administration requests

As a Health or Care Professional

I want to be able to categorise by type of administration request i.e. sick notes, fit notes, repeat medication requests, test results and letter requests

So that I can prioritise administration requests and direct them to the correct Health or Care Professional

Acceptance criterion 1: categorise administration request

Given that there are multiple administration requests from Patients/Service Users

When the Health or Care Professional selects to categorise by type of administration requests

Then the administration requests can be categorised as sick notes, fit notes, repeat medication requests, test results and letter requests

E00085 - disable and enable Direct Messaging for an Online Consultation request for support

As a Health or Care Professional

I want to disable and enable Direct Messaging for a specific Online Consultation request for support

So that I can control the ability to send Direct Messages relating to that Online consultation request for support

Acceptance criterion 1: Health or Care Professional can disable Direct Messaging for a specific Online Consultation request for support

Given Direct Messaging is enabled for a specific Online Consultation request for support

When the Health or Care Professional selects to disable Direct Messaging for a specific Online Consultation request for support

Then Direct Messaging is disabled

And the Patient/Service User is unable to send Direct Messages relating to that Online Consultation request for support

Acceptance criterion 2: Health or Care Professional can enable Direct Messaging for a specific Online Consultation request for support

Given Direct Messaging is disabled for a specific Online Consultation request for support

When the Health or Care Professional selects to enable Direct Messaging for that specific Online Consultation request for support

Then Direct Messaging is enabled

And the Patient/Service User is able to send Direct Messages relating to that Online Consultation request for support

E00086 - configuration of the triage process

As a Health or Care Professional

I want to be able to configure the triage process for prioritised Online Consultation requests for support

So that the configuration is applied to the Online Consultation requests for support received

Acceptance criterion 1: configuration of the triage process rules

Given the Health or Care Professional has permissions to configure the triage process for Online Consultation requests for support

When the Health or Care Professional configures the triage process for Online Consultation requests for support received

And Online Consultation requests have been prioritised

Then the configuration is applied to the prioritised Online Consultation requests

E00089 - save the complete record of an Online Consultation to the Patient Record

As a Health or Care Professional

I want to be able to save the complete record of an Online Consultation to the Patient Record held in the Core Clinical Record

So that I have a complete record of the Patient’s/Service User's Online Consultation

Acceptance criterion 1: save the complete record of the Online Consultation to the Patient Record held in the Core Clinical Record

Given that an Online Consultation with a Patient/Service User has taken place

When the Health or Care Professional selects to save the complete record of the Online Consultation to the Patient Record held in the Core Clinical Record

Then the complete record of the Online Consultation is saved to the Patient Record held in the Core Clinical Record

E00090- Health or Care Professional initiates an Online Consultations request

As a Health or Care Professional

I want to be able to initiate an Online Consultation request to a Patient/Service User

So that they can provide information on their current health care needs and receive ongoing care

Acceptance criterion 1: Health or Care Professional initiates an Online Consultation request

Given that a facility to support Health or Care Professional initiated Online Consultations is available

When the Health or Care Professional selects to initiate an Online Consultation request to a Patient/Service User

Then an Online Consultation request is sent to the Patient/Service User

Acceptance Criterion 2: Patient/Service User views the Online Consultation Request

Given that the Health or Care Professional has sent an Online Consultation request to a Patient/Service User

When the Patient/Service User selects to view the Online Consultation Request

Then the Patient/Service User can view the Online Consultation Request

And complete the Online Consultation request

Acceptance criterion 3: notification of Health or Care Professional initiated Online Consultation request

Given that a facility for Health or Care Professionals to initiate Online Consultation requests is available

When the Health or Care professional selects to issue a Patient/Service User an Online Consultation request

Then the Patient/Service User is notified of the new request

E00091 - Proxy verification

As a Health or Care Professional

I want to be able to verify a Proxy’s identity

So that their identity is confirmed and the Online Consultation can be conducted on behalf of a Patient/Service User

Acceptance criterion 1: Proxy provides verifiable information

Given that Proxies can make Online Consultation requests

When a Proxy selects to make an Online Consultation request on behalf of a Patient/Service User

And they have provided the necessary identifiable information in the Online Consultation request

Then the Online Consultation solution can verify this information

And provide confirmation to the Health Care Organisation of the Proxy’s verification status

Other Applicable Standards

Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:

Items on the Roadmap which impact or relate to this Capability

Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding