ID	RM267
Version	1.1.1
Type	Roadmap Item
Contracting Vehicle(s)	GP IT Futures Tech Innovation

Title	Proxy visibility
Description	Implementing Proxy visibility enhancements to strengthen clinical safety and support wider adoption of the Proxy Access Standard for digital health and care services
Date Added	Aug 27, 2025
Standards and Capabilities	Patient Information Maintenance - GP
Change Route	Managed Capacity - Other
Change Type	Uplift
Status	Closed
Publication Date	Oct 28, 2025
Effective Date	Mar 31, 2026
Incentives / Funding	Yes
Incentive / Funding Dates	Incentive Start Date: The date on which this Roadmap Item attains “Published” status. Incentive End Date: Feb 20, 2026
Payment Rules	Applicability: This incentive amount is applicable to Catalogue Solutions which are live in GP Practices in England at the time of publication of this Roadmap Item. Incentive amount: An incentive payment of £65,000 is conditional upon the successful delivery of both RM267 Proxy visibility and RM256 Mandating Proxy Access and enabling Proxy access for baby Patient Registrations. Completion of both roadmap items will trigger the full incentive payment. Payment Rules: All assurance evidence is provided on or before Incentive End Date The deployment of both RM267 Proxy visibility and RM256 Mandating Proxy Access and enabling Proxy access for baby Patient Registrations Roadmap Items into the agreed pilot sites as defined below The work the Supplier will undertake for this incentive will not impact the delivery of any other mandated Roadmap Items applicable to them

Background

Current Proxy access is inconsistent and hazardous due to a lack of standardisation across Health or Care Organisations, negatively impacting Patients and Health or Care Professionals.

Additionally, existing Proxy access is limited by local implementation, preventing access to services across different GP Practices and wider NHS services. This is caused by a lack of shared Proxy information between Health or Care Organisations, leading to duplication and a poor experience for Patients and Carers.

A National Proxy Service will be established to enable portability, expand the services available to Proxies and enable national campaigns and messaging on digital channels.

This Roadmap Item implements changes to Proxy visibility that enhance clinical safety, enabling adoption of the Proxy Access Standard for digital health and care services.

The Authority is introducing a Proxy Access Standard for digital health and care services to help Health or Care Organisations safely and effectively provide Proxy access. This standard also supports a National Proxy Service that enables Health or Care Organisations to share a unified view of a Patient's designated Proxies. By aligning Health or Care Organisations systems and processes with the Proxy Access Standard for digital health and care services, Health or Care Organisations can ensure secure and consistent implementation.

Outline Plan

The Proxy programme of work will follow a phased approach across the following Roadmap Items:

Phase 1: Enable Proxy requests into General Practice workflow:

RM256 Mandating Proxy Access and enabling Proxy access for baby Patient Registrations
RM263 Verified Candidate Relationships

Phase 2: Adoption of the Proxy Access Standard for digital health and care services:

RM267 Proxy visibility (This Roadmap Item)

Phase 3: Integrate with the National Proxy Service to enable portability and expand the services available to Proxies:

(Roadmap Item TBA) National Proxy Service: Enables integration with the National Proxy Service.
(Roadmap Item TBA) Online Proxy Requests: Allows Patients and Proxies to submit Proxy access requests online.

Incentivised Pilot

This Roadmap Item is subject to an incentivised pilot rollout, targeting deployment across a minimum of 35 and a maximum of 70 designated GP Practice pilot sites (Or such other number as agreed between the Supplier and the Authority). The Authority supports the identification of Proxy pilot sites. These pilot sites will serve as a controlled environment to:

Validate the functionality and effectiveness of the Roadmap Items.
Test and refine associated communications materials and training approaches.
Identify operational or technical adjustments needed prior to wider implementation.

To ensure equity and transparency the incentive will be structured to reflect delivery dependencies, which may vary across Suppliers. The Authority reserves the right to tailor incentive availability per Supplier to account for differing technical baselines, readiness levels, and integration complexities.

This incentive amount is applicable to Catalogue Solutions which are live in GP Practices in England at the time of publication of this Roadmap Item.

Post-Pilot Review and Iteration

Upon completion of the pilot phase:

The Roadmap Item will be reviewed and, where necessary, updated to reflect findings and lessons learned.
Any such updates will be jointly assessed by the Authority and participating Suppliers to determine whether changes constitute a material impact to the Roadmap Item’s Effective Date.
If applicable, the Effective Date and deliverables may be adjusted accordingly, subject to mutual agreement.

National Rollout Coordination

Following successful validation through the pilot phase, the national rollout of the Roadmap Item will be coordinated by the Authority. This ensures that a consistent and effective training and communication programme is available to all End Users.

Summary of Change

Patient Information Maintenance - GP: E00206 updated

E00206 - manage Citizen Service Access for a Proxy

As a Health or Care Professional

I want to manage Citizen Service Access for Proxies

So that Proxies have access to Citizen Services on behalf of Patients

Acceptance criterion 1: enable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to enable Citizen Service Access

When the Health or Care Professional selects to enable Citizen Service Access for a Proxy

Then the Citizen Service Access is enabled for that Proxy

And the Health or Care Professional can specify an end date for the Citizen Service Access for that Proxy

And the Proxy is notified that the Citizen Service Access is enabled on behalf of the Patient

Acceptance criterion 2: disable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to disable Citizen Service Access

When the Health or Care Professional selects to disable Citizen Service Access for a Proxy

Then the Citizen Service Access is disabled for that Proxy

Acceptance criterion 3: notification 3 months before Proxy Citizen Service Access end date

Given the Health or Care Professional has specified an end date for the Citizen Service Access for a Proxy

When the date is 3 months before the end date specified for the Citizen Service Access for that Proxy

Then the Proxy is notified their Citizen Service Access on behalf of the Patient will be disabled in 3 months

Acceptance criterion 4: Proxy Citizen Service Access is automatically disabled when end date is reached

Given the Health or Care Professional has specified an end date for the Citizen Service Access for a Proxy

When the end date for the Citizen Service Access for a Proxy is reached

Then the Citizen Service Access is automatically disabled for that Proxy

And the Proxy is notified their Citizen Service Access on behalf of the Patient has been disabled

E00206 - Supporting Information

Further information on Citizen Services can be found in the Citizen Services Implementation Guidance
Proxy notifications can be delivered through integration with a Solution providing the Communication Management Capability

Patient Information Maintenance - GP: MUST Epic added

E00751 - re-enable Citizen Service Access for a Proxy

As a Health or Care Professional

I want to re-enable Citizen Service Access for a Proxy without requiring the re-entry of Proxy’s information

So that I can efficiently restore Proxy Citizen Services Access on behalf of Patients

Acceptance criterion 1: re-enable Citizen Service Access for a Proxy

Given the Health or Care Professional is permitted to enable Citizen Service Access

When the Health or Care Professional selects to re-enable Citizen Service Access for a Proxy

Then the Citizen Service Access is re-enabled for that Proxy without requiring the re-entry of the Proxy’s information

And the Health or Care Professional can specify an end date for the Citizen Service Access for the Proxy

And the Proxy is notified the Citizen Service Access is enabled on behalf of the Patient

E00751 - Supporting Information

Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

Patient Information Maintenance - GP: MUST Epic added

E00752 - display Proxies when managing Patient Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to view an indication of any Proxies with Citizen Service Access for a Patient and their information when managing the Patient’s Electronic Patient Record (EPR)

So that I can make informed decisions about the Patient’s care and determine which elements should be Restricted from View Record Citizen Service

Acceptance criterion 1: display Proxy information when viewing Patient Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

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

And the Patient has a Proxy

Then an indication of any Proxies with access to Citizen Services on behalf of the Patient is displayed

And the Proxy’s name can be displayed

And the Proxy’s legal basis for access can be displayed

And the Proxy’s relationship to the Patient can be displayed

And the Proxy’s Citizen Service Access can be displayed

Acceptance criterion 2: display Proxy information when updating Patient Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to update Electronic Patient Records (EPRs)

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

And the Patient has a Proxy

Then an indication of any Proxies with access to Citizen Services on behalf of the Patient is displayed

And the Proxy’s name can be displayed

And the Proxy’s legal basis for access can be displayed

And the Proxy’s relationship to the Patient can be displayed

And the Proxy’s Citizen Service Access can be displayed

E00752 - Supporting Information

For information on configuring elements of the Electronic Patient Record (EPR) to be Restricted from View Record Citizen Service, see E00174 - configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service

Patient Information Maintenance - GP: MUST Epic added

E00753 - view Proxy Citizen Service usage

As a Health or Care Professional

I want to view Proxy Citizen Service usage

So that I can see a Proxy’s activity on Citizen Services on behalf of a Patient

Acceptance criterion 1: view Proxy Citizen Service usage

Given the Health or Care Professional is permitted to view Proxy Citizen Services usage

When the Health or Care Professional selects to view a Proxy's Citizen Services usage

Then the Proxy’s Citizen Services usage is displayed

E00753 - Supporting Information

Further information on Citizen Services can be found in the Citizen Services Implementation Guidance
Examples of Proxy Citizen Services usage MAY include, but are not limited to:
- Proxy views of a Patient’s Record
- Proxy management of a Patient’s Appointments on behalf of the Patient
- Proxy Prescription Ordering on behalf of the Patient

Patient Information Maintenance - GP: MUST Epic added

E00754 - view Patient Citizen Service usage

As a Health or Care Professional

I want to view Patient Citizen Service usage

So that I can see a Patient’s Citizen’s activity on Citizen Services

Acceptance criterion 1: view Patient Citizen Service usage

Given the Health or Care Professional is permitted to view Patient Citizen Services usage

When the Health or Care Professional selects to view a Patient’s Citizen Services usage

Then the Patient’s Citizen Services usage is displayed

E00754 - Supporting Information

Further information on Citizen Services can be found in the Citizen Services Implementation Guidance
Examples of Patient Citizen Services usage MAY include, but are not limited to:
- Views of a Patient’s record
- Management of a Patient’s Appointments
- Prescription Ordering

Patient Information Maintenance - GP: E00204 removed

E00204 - view Citizen Service Usage

As a Health or Care Professional

I want to view Citizen Service usage

So that I can see a Citizen’s activity on Citizen Services

Acceptance criterion 1: view Citizen Service usage

Given the Health or Care Professional is permitted to view Citizen Services usage

When they select to view a Citizen Services usage

Then the Patient’s Citizen Services usage is displayed

E00204 - Supporting Information

Further information on Citizen Services can be found in the Citizen Services Implementation Guidance

Full Specification

Patient Information Maintenance - GP v10.0.0 Capability

Assurance Approach

Suppliers will be assessed against the MUST Epics 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.