Citizen Access to Prospective Full GP Record data

Owned by Michael France

Last updated: 15-10-2024 by Alan GordonVersion comment

12 min read

ID	RM211
Version	1.0.0
Type	Roadmap Item
Contracting Vehicle(s)	GP IT Futures Tech Innovation

Title	Citizen Access to Prospective Full GP Record data
Description	Changes to support Citizens being enabled for access to Prospective Full GP Record data
Date Added	May 29, 2024
Standards and Capabilities	Patient Information Maintenance - GP
Change Route	Managed Capacity - Minor/Patch uplifts
Change Type	Uplift
Status	Draft
Publication Date	TBC
Effective Date	TBC
Incentives / Funding	No
Incentive / Funding Dates	N/A

Background

NHS England has been working to make it easier for Patients to digitally access their information in their GP Electronic Patient Record (EPR) so they can better understand and manage their health.

Access to Electronic Patient Records (EPRs) is a legal right for Patients and General Practice is now required to give all Patients aged 16 and over access to new entries to their record. These changes are to ensure Suppliers fully support General Practice in meeting this obligation by introducing the ability for GP Practices to set default access for newly enabled Patients and Patients when they turn 16 years old. Exclusion criteria has also been expanded to include additional SNOMED CT codes and some existing requirements have been refined due to these changes, and to ensure consistency with the wider Capabilities & Standards model.

See Online access to GP health records for further background.

Outline Plan

All Foundation Suppliers must be compliant against the changes by the Effective Date.

Summary of Change

Patient Information Maintenance - GP: Epics E00171, E00172, E00174 updated

E00171 - manage View Record Citizen Service Aaccess for the Practice

As a Health or Care Professional

I want to be able to manage access to the View Record Citizen Service for the Practice

So that I can manage access to View Record Citizen Service

Acceptance criterion 1: enable access to the Summary Information Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to enable access to the Summary Information Record Level for the Practice

Then the Summary Information Record Access Level is enabled for the Practice

Acceptance criterion 2: disable access to the Summary Information Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to disable access to the Summary Information Record Access Level for the Practice

Then the Summary Information Record Access Level is disabled for the Practice

Acceptance criterion 3: enable access to the Detailed Coded Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to enable access to the Detailed Coded Record Access Level for the Practice

Then the Detailed Coded Record Access Level is enabled for the Practice

Acceptance criterion 4: disable access to the Detailed Coded Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to disable a Patient’s access to the Detailed Coded Record Access Level for the Practice

Then the Detailed Coded Record Access Level is disabled for the Practice

Acceptance criterion 5: enable access to the Document Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

And the Detailed Coded Recorded Access Level is enabled

When they the Health or Care Professional selects to enable access to the Document Access Level for the Practice

Then the Document Access Level is enabled for the Practice

Acceptance criterion 6: disable access to the Document Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to disable access to the Document Access Level for the Practice

Then the Document Access Level is disabled for the Practice

Acceptance criterion 7: enable access to the View Record Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to enable access to the View Full Record Access Level for the Practice

Then they can record a start date for data to be available from

And Then the View Record Full Record Access Level is enabled for the Practice

Acceptance criterion 8: disable access to View Record Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they the Health or Care Professional selects to disable a Patient’s access to the a View Record Full Record Access Level for the Practice

Then the View Record Full Record Access Level is disabled for the Practice

E00171 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

The Record Access level for a Citizen will not exceed the configured Record Access Level for the Practice

E00171 - Supporting Information

The start date determines the date from which the data made available goes back to, not whether the Service is offered/available by the Practice e.g. where the Full Record Access start date is set to 15th March 2015 and the Full Record Access is enabled (‘switched on’) by the Practice on the 1st April 2015
Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance

E00172 - manage View Record Citizen Service Aaccess for a Patient

As a Health or Care Professional

I want to be able to manage access to the View Record Citizen Service for individual Patients

So that I can manage Patient access to View Record Citizen Service

Acceptance criterion 1: enable Patient access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to enable the Patient’s access to the Summary Information Record Level

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

Acceptance criterion 2: disable Patient access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to disable a Patient’s access to the Summary Information Record Access Level

Then the Summary Information Record Access Level is disabled for the Patient

Acceptance criterion 3: enable Patient access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to enable the Patient’s access to the Detailed Coded Record Access Level

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

Acceptance criterion 4: disable Patient access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to disable a Patient’s access to the Detailed Coded Record Access Level

Then the Detailed Coded Record Access Level is disabled for the Patient

Acceptance criterion 5: enable Patient access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

And the Detailed Coded Recorded Access Level is enabled

When they the Health or Care Professional selects to enable the Patient’s access to the Document Access Level

Then the Document Access Level is enabled for the Patient

Acceptance criterion 6: disable Patient access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to disable a Patient’s access to the Document Access Level

Then the Document Access Level is disabled for the Patient

Acceptance criterion 7: enable Patient access to the View Record Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to enable the Patient’s access to the View Full Record Access Level

Then they can record a start date for data to be available from

And Then the View Record Full Record Access Level is enabled for the Patient

Acceptance criterion 8: disable Patient access to the View Record Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they the Health or Care Professional selects to disable a Patient’s access to a View Record Full Record Access Level

Then the View Record Full Record Access Level is disabled for the Patient

Acceptance criterion 9: enable Prospective Access to the Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to enable Prospective Access to the Full Record Access Level for a Patient

Then the Health or Care Professional records a start date for data to be available from

And the Prospective Access to the Full Record Access Level is enabled for the Patient

Acceptance criterion 10: disable Prospective Access to the Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When the Health or Care Professional selects to disable Prospective Access to the Full Record Access Level for a Patient

Then the Prospective Access to the Full Record Access Level is disabled for the Patient

E00172 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

The Record Access level for a Citizen will not exceed the configured Record Access Level for the Practice

E00174 - configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service

As a Health or Care Professional

I want to record that elements of the Electronic Patient Record (EPR) are Restricted from View Record

So that elements recorded as Restricted from View Record are not displayed to Citizens via the View Record Citizen Service

Acceptance criterion 1: record existing elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service upon review

Given the Health or Care Professional is permitted to review the Electronic Patient Record (EPR)

When they the Health or Care Professional selects to record an existing element of the Electronic Patient Record (EPR) as Restricted from View Record

Then this element is recorded as Restricted from View Record

And it is not displayed in Citizen Services

Acceptance criterion 2: record elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service whilst entering information

Given the Health or Care Professional is permitted to enter information into the Electronic Patient Record (EPR)

When they the Health or Care Professional enters information into the Electronic Patient Record (EPR)

And the Health or Care Professional selects to record an element of this information as Restricted from View Record

Then this element is recorded as Restricted from View Record

And it is not displayed via the View Record Citizen Service

Acceptance criterion 3: indicate Restricted from View Record elements to Health or Care Professionals

Given the Health or Care Professional is permitted to view the Electronic Patient Record (EPR)

And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record

When the Health or Care Professional selects to view the Electronic Patient Record (EPR)

Then the Health or Care Professional can view that these elements are Restricted from View Record

Acceptance criterion 4: update elements recorded as Restricted from View Record as available for View Record

Given the Health or Care Professional is permitted to view the Electronic Patient Record (EPR)

And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record

When the Health or Care Professional selects to record an element as available for View Record

Then this element is recorded as available for the View Record Citizen Service

And it is displayed via the View Record Citizen Service

Patient Information Maintenance - GP: MUST Epic added

Patient Information Maintenance - GP: MUST Epic added

E00XXX - configure defaults for Citizen Service Aaccess for Patients

As a Health or Care Professional

I want to configure default access to Citizen Services for Patients

So that configuring access to Citizen Services for Patients is more efficient and inline with current policy

Acceptance criterion 1: enable the default as Prospective Access to Full Record Access Level for the View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default as Prospective Access to Full Record Access Level for Patients

Then the Health or Care Professional records a start date for data to be available from

And Prospective Access to Full Record Access Level is enabled by default when a new Patient is enabled for access to Citizen Services

And Prospective Access to Full Record Access Level is automatically enabled when a Patient who is already enabled for access to Citizen Services reaches their 16th birthday

Acceptance criterion 2: enable the default as Full Record Access Level for the View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default as Full Record Access Level for Patients

Then the Full Record Access Level is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 3: disable the default for View Record Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the View Record Citizen Service for Patients

Then the default is disabled

Acceptance criterion 4: enable the default for Appointments Management Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default for Appointments Management Citizen Service for Patients

Then the Appointments Management Citizen Service is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 5: disable the default for Appointments Management Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the Appointments Management Citizen Service for Patients

Then the default is disabled

Acceptance criterion 6: enable the default for Prescription Ordering Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default default access to Citizen Services for Patients

When the Health or Care Professional selects to enable the default for Prescription Ordering Citizen Service for Patients

Then the Prescription Ordering Citizen Service is enabled by default when a new Patient is enabled for access to Citizen Services

Acceptance criterion 7: disable the default for Prescription Ordering Citizen Service for Patients

Given the Health or Care Professional is permitted to configure the default access to Citizen Services for Patients

When the Health or Care Professional selects to disable the default for the Prescription Ordering Citizen Service for Patients

Then the default is disabled

Full Specification

The updated Patient Information Maintenance - GP Capability will be added at a later date. Proposed changes can be viewed in the Summary of Change above

Assurance Approach

Suppliers will be assessed against the new MUST Epic as per the Capability Assessment process and this will be a high level assessment based on the Acceptance Criteria defined.
Suppliers will be asked to demonstrate their mitigations against the pre-identified risks through completion of the NHS England Solution Assurance Capability Risk Log submission