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Retire Cohort Identification & PCN Appointments Management - Vaccinations and add additional MAY Epics to the C&S model

Retire Cohort Identification & PCN Appointments Management - Vaccinations and add additional MAY Epics to the C&S model

ID

RM235

Version

1.0.0

Type

Roadmap Item

Contracting Vehicle(s)

Title

Retire Cohort Identification & PCN Appointments Management - Vaccinations

Description

To retire the Cohort Identification and PCN Appointments Management - Vaccinations Capabilities, and to add additional MAY Epics to the C&S model.

Date Added

Nov 4, 2025

Standards and Capabilities

Cross-organisation Appointment Booking, Appointments Management - GP, Cohort Identification, PCN Appointments Management - Vaccinations

Change Route

Managed Capacity - Minor/Patch uplifts

Change Type

Uplift

Status

Closed

Publication Date

Nov 19, 2025

Effective Date

Nov 19, 2025

Incentives / Funding

No

Incentive / Funding Dates

N/A

Background

A review of the Cohort Identification and PCN Appointments Management - Vaccinations Capabilities has been completed. These Capabilities were originally introduced to meet a specific need; however, Primary Care Networks (PCNs) are no longer mandated to administer vaccinations and this service is being moved to GPs. As a result, these Capabilities will be retired.

Some of the functionality in the Cohort Identification and PCN Appointments Management - Vaccinations Capabilities has been crossed mapped with existing Epics in the Appointments Management - GP Capability. These Epics will be added to the Cross-organisation Appointment Booking Capability so that the functionality is available in a wider context within the Capabilities and Standards model. Additionally the Supporting Information in E00252 will be uplifted to include examples of Sessions that can be exported for greater clarity.

Outline Plan

N/A

Summary of Change

Cohort Identification: Status updated to Retired

Cohort Identification: Status updated to Retired

ID

C45

Version

1.0.2

Type

Capability

Category

Care coordination

Status

Effective Retired

Effective Date

Jan 25, 2021

Framework(s)

Vaccinations - Local/PCN Delivery

PCN Appointments Management - Vaccinations: Status updated to Retired

PCN Appointments Management - Vaccinations: Status updated to Retired

ID

C46

Version

1.0.1

Type

Capability

Category

Appointments

Status

Effective Retired

Effective Date

Sep 23, 2021

Framework(s)

Vaccinations - Local/PCN Delivery

Cross-organisation Appointment Booking: MAY Epics added

Cross-organisation Appointment Booking: MAY Epics added

E00220 - manage Sessions

As a Health or Care Professional

I want to manage Sessions for the Healthcare Organisation

So that Appointment availability for each Session can be defined for the Healthcare Organisation

Acceptance criterion 1: create a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to create a Session 

Then the Session is created

Acceptance criterion 2: view a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to view a Session

Then the Session is displayed

Acceptance criterion 3: amend a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to amend a Session 

Then the Session is amended

Acceptance criterion 4: cancel a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to cancel a Session 

Then the Session is cancelled

E00220 - Supporting Information

  • Sessions is a collective term for groups of Appointment Slots that fall within a set period of time. Other terms can be used if the Solution still facilitates the management of groups of Appointment Slots that fall within the same set period of time.

  • Data items that MAY be shared between Sessions and Appointment Slots include, but are not limited to:

    • Date

    • Start and end time

    • Location

    • Staff Member

  • Examples of amending a Session MAY include, but are not limited to:

    • Extending a Session to accommodate additional Appointment Slots

E00221 - manage Appointment Slots within a Session

As a Health or Care Professional

I want to manage Appointment Slots within a Session for the Healthcare Organisation

So that periods of Appointment availability can be defined

Acceptance criterion 1: create an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to create an Appointment Slot

Then the Appointment Slot is created

Acceptance criterion 2: view an available Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to view an Appointment Slot

Then the Appointment Slot is displayed

Acceptance criterion 3: amend an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to amend an Appointment Slot

Then the Appointment Slot is amended

Acceptance criterion 4: delete an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to delete an Appointment Slot 

Then the Appointment Slot is deleted

E00221 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Health or Care Professionals are able to define which Appointment Slots are made available for booking online by a Citizen using the Appointment Management Citizen Service

E00221 - Supporting Information

  • Data items that MAY be shared between Sessions and Appointment Slots include, but are not limited to:

    • Date

    • Start and end time

    • Location

    • Staff Member

  • Examples of amending a Session MAY include, but are not limited to:

    • Reducing the duration of an Appointment Slot to accommodate additional Appointment Slots in a Session

E00223 - record Appointment status

As a Health or Care Professional

I want to record the status of Appointments for Patients

So that Appointment availability is accurate and the outcome for booked Appointments can be recorded

Acceptance criterion 1: update the Appointment status to Booked

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional books an Appointment for a Patient

Then the status of that Appointment is recorded as Booked

Acceptance criterion 2: update the Appointment status to Complete

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Complete

Then the status of that Appointment is recorded as Complete

Acceptance criterion 3: update the Appointment status to Did Not Attend (DNA)

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Did Not Attend (DNA)

Then the status of that Appointment is recorded as Did Not Attend (DNA) for the Patient

E00223 - Supporting Information

  • Other Appointment statuses MAY include, but are not limited to:

    • Rescheduled

    • Cancelled

    • Awaiting re-booking / re-scheduling

  • It MAY be appropriate to record coded terms for certain Appointment Statuses (e.g. DNA) - see Data Standards for further information on appropriate coding

E00234 - re-schedule Appointments

As a Health or Care Professional

I want to reschedule Appointments

So that Appointments are rescheduled for Patients when the original Appointment is no longer suitable

Acceptance criterion 1: reschedule Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to reschedule an Appointment

Then the the previous Appointment is cancelled

And the Appointment is rescheduled

E00239 - display a combined view of available Appointment Slots and booked Appointments for the Healthcare Organisation

As a Health or Care Professional

I want to see available Appointments Slots and booked Appointments for the Healthcare Organisation in a combined view

So that all Appointment Slots and booked Appointments can easily be viewed to help manage Appointments

Acceptance criterion 1: combined view of available Appointment Slots and booked Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view available Appointment Slots and booked Appointments for the Healthcare Organisation in a combined view

Then available Appointment Slots for the Healthcare Organisation are displayed

And booked Appointments for the Healthcare Organisation are displayed

And a combined view of available Appointments Slots and booked Appointments for the Healthcare Organisation is displayed

E00239 - Supporting Information

  • Options for the combined view of available Appointment Slots and booked Appointments for the Healthcare Organisation MAY include, but are not limited to:

    • In a calendar/diary view

    • With Patients displayed

    • With Patient details suppressed (to enable Patient viewing of screen information)

    • Two or more concurrent periods

    • With time periods

E00244 - generate automatic Appointment reminder communications to Patients

As a Health or Care Professional

I want Appointment reminder communications to Patients to be automatically generated

So that Patients receive communications to remind them of future Appointments

Acceptance criterion 1: configure the time period that triggers an automatically generated Appointment reminder communication

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to configure the time period that triggers an automatically generated Appointment reminder communication

Then the time period that triggers an automatically generated Appointment reminder communication is configured

Acceptance criterion 2: automatically generate an Appointment reminder communication to a Patient

Given the Patient has an Appointment booked

When the specified time period prior to the Appointment has been reached

Then an Appointment reminder communication to the Patient is automatically generated

E00244 - Supporting Information

  • Examples of communication methods MAY include, but are not limited to:

    • Letter

    • Email

    • SMS message

E00245 - manually generate Appointment communications

As a Health or Care Professional

I want to send a communication to Patients when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: manually generate an Appointment communication

Given a Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to produce a communication to the Patient confirming the Appointment’s status

Then the Appointment communication is generated for the Patient

E00245 - Supporting Information

  • Examples of communication methods MAY include, but are not limited to:

    • Letter

    • Email

    • SMS message

  • Examples of Appointment communications MAY include, but are not limited to:

    • Confirmation of an Appointment booking

    • Cancellation of an Appointment

    • Re-scheduling of an Appointment

E00246 - generate automatic Appointment communications when Appointment status is updated

As a Health or Care Professional

I want a communication to be sent to Patients automatically when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: automatically generate an Appointment communication

Given a Health or Care Professional is managing an appointment

When an automatic Appointment communication is triggered

Then a communication is automatically generated for the Patient

E00246 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • The communication method used (e.g. printed letter, email or SMS message) must comply with the Patient’s communication preferences

E00246 - Supporting Information

  • Examples of communication methods MAY include, but are not limited to:

    • Letter

    • Email

    • SMS message

  • Appointment statuses MAY include, but are not limited to:

    • Booked

    • Cancelled

    • Rescheduled

    • Did Not Attend (DNA)

    • Attended / completed

    • Awaiting re-booking / re-scheduling

E00252 - export Sessions

As a Health or Care Professional

I want to export Sessions

So that the Patient Record can be exported into an electronic file format

Acceptance criterion 1: export a Session

Given the Health or Care Professional is permitted to manage Sessions for the Health or Care Organisation

When the Health or Care Professional selects to export a Session

Then the Session is exported

E00252 - Supporting Information

  • Example formats for exported Sessions MAY include, but are not limited to:

    • CSV

    • PDF

  • Example of Sessions that could be exported MAY include, but are not limited to:

    • Available Sessions

    • Booked Sessions

Appointments Management - GP: MAY Epic updated

Appointments Management - GP: MAY Epic updated

E00252 - export Sessions

As a Health or Care Professional

I want to export Sessions

So that the Patient Record can be exported into an electronic file format

Acceptance criterion 1: export a Session

Given the Health or Care Professional is permitted to manage Sessions for the Health or Care Organisation

When the Health or Care Professional selects to export a Session

Then the Session is exported

E00252 - Supporting Information

  • Example formats for exported Sessions MAY include, but are not limited to:

    • CSV

    • PDF

  • Example of Sessions that could be exported MAY include, but are not limited to:

    • Available Sessions

    • Booked Sessions

Full Specification

The Cross-organisation Appointment Booking and Appointments Management Capabilities will be uplifted on the Effective Date with the changes outlined in the Summary of Change above.

Assurance Approach

  • MAY Epics describe additional functionality and these can be selected by Suppliers, but are not mandatory. If selected, Suppliers will be assessed against this Epic as per the Capability Assessment process and this will be a high level assessment based on the Acceptance Criteria defined.

  • If selected, 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.