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Patient Information Maintenance - Detained Estate

ID

C53

Version

0.1.0

Type

Capability

Category

Patient care management

Status

Draft

Effective Date

TBC

Contracting Vehicle(s)

Health and Justice Information Systems

Description

Supports the registration of Patients and the maintenance of all Patient personal information in the Detained Estate, including demographics. Supports the organisation and presentation of a comprehensive Electronic Patient Record (EPR), and transferring Electronic Patient Records (EPRs) between residential detention sites and GP Practices.

Also supports the submission of data to the Authority for monitoring and research purposes.

Outcomes

For a Patient:

The accurate recording of a Patient’s personal information, and Detained Estate registration information, which contributes to the identification of the Patient and sharing of correct data across health and care. Patient safety is increased and facilitates finding Patients at risk.

For the Detained Estate:

Allows for the effective management of information relating to Patients in Detained Estates. The organisation and presentation of a comprehensive Electronic Patient Record (EPR) ensures up to date and relevant information is available to appropriate staff to support timely Patient care.

For the wider NHS and social care system: 

The accurate recording of a Patient’s personal information, the organisation and presentation of a comprehensive Electronic Patient Record (EPR) and making it available across care settings improves efficiency, promotes collaboration and encourages the use of a lifelong integrated care record. 

MUST Epics - Describes the minimum functionality required to deliver a Capability. Catalogue Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability

MUST Epics - Describes the minimum functionality required to deliver a Capability. Catalogue Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability

E00163 - manage Patient Registrations

As a Health or Care Professional

I want to manage Patients Registrations

So that I can manage which Patients are currently registered with my Healthcare Organisation

Acceptance criterion 1: create a Patient Registration

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Registration Type is recorded

And the date the Patient Registration started is recorded

And the Named Accountable GP for the Patient is recorded

And the Patient Registration is created

Acceptance criterion 2: amend a Patient Registration

Given the Health or Care Professional is permitted to amend Patient Registrations

When the Health or Care Professional selects to amend a Patient Registration

And the Patient Registration is amended

Acceptance criterion 3: end a Patient Registration

Given the Health or Care Professional is permitted to end Patient Registrations

When the Health or Care Professional selects to end a Patient Registration

Then the date the Patient Registration ended is recorded

And the Patient Registration is ended

Acceptance criterion 4: view Patient Registration information

Given the Health or Care Professional is permitted to view Patient Registration information

When the Health or Care Professional selects to view a Patient’s Registration information

Then the Patient’s Registration information is displayed

E00163 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Patient Registration Types will be in line with legislative registration statuses as defined in the GP Contract

E00163 - Supporting Information

  • Registration Types MAY include, but are not limited to:

    • Fully Registered

    • Temporary Resident

    • Immediately necessary treatment


E00164 - manage Patient Demographic Information 

As a Health or Care Professional

I want to manage Patient Demographic Information

So that Patient Demographic Information is managed

Acceptance criterion 1: create Patient Demographic Information

Given the Health or Care Professional is permitted to create Patient Demographic Information

When the Health or Care Professional selects to create Demographic Information for a Patient

Then the Patient’s NHS Number is recorded

And the Patient’s name is recorded

And the Patient’s date of birth is recorded

And the Patient’s address is recorded

And the Patient’s telephone number can be recorded

And other contact details for the Patient can be recorded

And the Patient’s ethnicity can be recorded

And the Patient Demographic Information is created

Acceptance criterion 2: amend Patient Demographic Information

Given the Health or Care Professional is permitted to amend Patient Demographic Information

When the Health or Care Professional selects to amend Patient Demographic Information

Then the Patient Demographic Information is amended

Acceptance criterion 3: view Patient Demographic Information

Given the Health or Care Professional is permitted to view Patient Demographic Information

When the Health or Care Professional selects to view a Patient’s Demographic Information

Then the Patient's Demographic Information is displayed

E00164 - Supporting Information

  • Examples of other contact details for a Patient MAY include, but are not limited to:

    • Email address

    • Alternative telephone numbers (e.g. work)

  • Other examples of Demographic Information MAY include, but are not limited to:

    • Preferred Name

    • Former Family Name

    • Preferred written language

    • Preferred spoken language

    • Gender identity

    • Sex


E00442 - manage Detained Estate registration information

As a Health or Care Professional

I want to manage Detained Estate registration information for a Patient

 So that I can manage which Patients are currently registered with the Detained Estate

Acceptance criterion 1: create Detained Estate registration information

Given the Health or Care Professional is permitted to manage Detained Estate registration information

When the Health or Care Professional selects to create Detained Estate registration information for a Patient

Then the Patient’s Resident Status is recorded

And the Patient’s location in the Place of Detention is recorded

And the Patient’s admission date is recorded

And the release date for the Patient can be recorded

And the Patient’s Local Record Value is recorded

Acceptance criterion 2: view Detained Estate registration information

Given the Health or Care Professional is permitted to manage Detained Estate registration information

When the Health or Care Professional selects to view Detained Estate registration information for a Patient

Then the Detained Estate registration information is displayed

Acceptance criterion 3: amend Detained Estate registration information

Given the Health or Care Professional is permitted to manage Detained Estate registration information

When the Health or Care Professional selects to amend Detained Estate registration information for a Patient

Then the Detained Estate registration information is amended


E00165 - manage Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manage Electronic Patient Records (EPRs)

So that clinical and administrative information relating to a Patient is stored in a single Electronic Patient Record (EPR)

Acceptance criterion 1: view an Electronic Patient Record (EPR) 

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

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

Then the Electronic Patient Record (EPR) is displayed

Acceptance criterion 2: update an Electronic Patient Record (EPR) 

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)

Then the Electronic Patient Record (EPR) is updated

Acceptance criterion 3: view of all historical information relating to a Patient’s care

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

When they select to view all historical information relating to a Patient’s care

Then a view of all historical information relating to a Patient’s care is displayed


E00443 - manage Patient images

As a Health or Care Professional

I want to manage Patient images

So that Patients can be visually identified

Acceptance criterion 1: add Patient image to the Patient’s Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage Patient images

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

Then the Patient image is added to the Patient’s Electronic Patient Record (EPR)

Acceptance criterion 2: view Patient image in the Patient’s Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage Patient images

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

Then the Patient image is displayed

Acceptance criterion 3: update Patient image in the Patient’s Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage Patient images

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

Then the Patient image is updated

Acceptance criterion 4: delete Patient image in the Patient’s Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage Patient images

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

Then the Patient image is deleted


E00444 - restrict visibility of elements in a Patient’s Electronic Patient Record (EPR)

As a Health or Care Professional

I want to restrict the visibility of elements in a Patient’s Electronic Patient Record (EPR)

So that these elements are only visible to authorised Health or Care Professionals

Acceptance criterion 1: record elements of a Patient’s Electronic Patient Record (EPR) as restricted visibility

Given the Health or Care Professional is permitted to manage a Patient’s Electronic Patient Record (EPR)

When the Health or Care Professional selects to record an element of a Patient’s Electronic Patient Record (EPR) as restricted visibility

Then the element is recorded as restricted visibility

Acceptance criterion 2: view elements of a Patient’s Electronic Patient Record (EPR) recorded as restricted visibility

Given the Health or Care Professional is permitted to view elements of a Patient’s Electronic Patient Record (EPR) recorded as restricted visibility

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

Then the element recorded as restricted visibility is displayed

Acceptance criterion 3: unable to view elements of a Patient’s Electronic Patient Record (EPR) recorded as restricted visibility

Given the Health or Care Professional is not permitted to view elements of a Patient’s Electronic Patient Record (EPR) recorded as restricted visibility

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

Then the element recorded as restricted visibility is not displayed

And an indication that an element has been recorded as restricted visibility is displayed


E00255 - display Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want Patient Alerts to be displayed for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals

Acceptance criterion 1: display Patient Alert in 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 a Patient Alert is recorded for that Patient's Electronic Patient Record (EPR)

Then the Patient Alert is displayed


E00175 - NHAIS HA/GP Links

As a Health or Care Professional

I want to maintain Patient Registration information via NHAIS HA/GP Links

So that Patient Registration information is up to date

Acceptance criterion 1: send Patient Registration Information

Given a Health or Care Professional is permitted to manage Patient Registrations

When the Health or Care Professional creates a Registration for a Patient

Then a NHAIS HA/GP Links registration message is created

Acceptance criterion 2: receive Patient Registration Information

Given a NHAIS HA/GP Links message has been sent to the GP Practice

When the Health or Care Professional selects to view the received NHAIS HA/GP Links messages

Then the NHAIS HA/GP Links messages are displayed


E00176 - Personal Demographics Service (PDS)

As a Health or Care Professional

I want the Solution to be integrated with Personal Demographics Service (PDS)

So that Personal Demographics information for Patients is up to date

Acceptance criterion 1: update PDS data based on Solution data

Given the local Electronic Patient Record (EPR) in the Solution is matched to a PDS record

And there are differences between the information held in the Solution for the Patient and the PDS record

When the Health or Care Professional selects to update the PDS record information based on the local Electronic Patient Record (EPR) information

Then the data held in the PDS record for that Patient is updated to match the local Electronic Patient Record (EPR)

Acceptance criterion 2: update Solution data based on PDS data

Given the local Electronic Patient Record (EPR) in the Solution is linked to a PDS record

And there are differences between the information held in the Solution for the Patient and the PDS record

When the Health or Care Professional selects to update the local Electronic Patient Record (EPR) based on PDS record information

Then the data held in the Patient’s local Electronic Patient Record (EPR) is updated to match the PDS record

Acceptance criterion 3: verify Patients using PDS during the Registration process

Given the Health or Care Professional is creating a Patient Registration

When the Health or Care Professional enters the Patient’s information

Then an Advanced Trace on PDS data is triggered

And the results are displayed


E00177 - transfer Electronic Patient Records (EPRs) between GP Practices

As a Health or Care Professional

I want to electronically transfer Electronic Patient Records (EPRs) between GP Practices

So that Electronic Patient Records (EPRS) are transferred directly and securely when they move from one GP Practice to another

Acceptance criterion 1: automatically transfer and integrate an Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to complete the Patient Registration

Then the Patient’s Electronic Patient Record (EPR) is electronically transferred to the GP Practice

And the Electronic Patient Record (EPR) is automatically integrated

Acceptance criterion 2: view a Patient’s transferred and integrated Electronic Patient Record (EPR)

Given a Patient's Electronic Patient Record (EPR) has been transferred and integrated to a new GP Practice

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

Then the Patient’s Electronic Patient Record (EPR) is displayed


E00445 - transfer a Patient’s Electronic Patient Record (EPR) between residential detention sites

As a Health or Care Professional

I want to electronically transfer a Patient’s Electronic Patient Record (EPR) between residential detention sites

So that the Patient’s Electronic Patient Record (EPR) is transferred when the Patient moves from one residential detention site to another

Acceptance criterion 1: transfer a Patient’s Electronic Patient Record (EPR) between residential detention sites

Given the Health or Care Professional is permitted to transfer a Patient’s Electronic Patient Record (EPR)

When the Health or Care Professional selects to transfer a Patient’s Electronic Patient Record (EPR) from one residential detention site to another

Then the Patient’s Electronic Patient Record (EPR) is electronically transferred to the new residential detention site


E00178 - Summary Care Record (SCR)

As a Health or Care Professional

I want to manage Summary Care Records for Patients

So that up to date Summary Care Records are available to be viewed

Acceptance criterion 1: create Summary Care Record

Given the Health or Care Professional is permitted to create Summary Care Records

When the Health or Care Professional selects to create a Summary Care Record for a Patient

Then the Summary Care Record is created

Acceptance criterion 2: update Summary Care Record

Given the Health or Care Professional is permitted to update Summary Care Records

When the Health or Care Professional selects to update the Summary Care Record for a Patient

Then the Summary Care Record is updated

Acceptance criterion 3: view Summary Care Record

Given the Health or Care Professional is permitted to view Summary Care Records

When the Health or Care Professional selects to view the Summary Care Record for a Patient

Then the Summary Care Record is displayed

Acceptance criterion 4: withdraw Summary Care Record

Given there is a Summary Care Record for a Patient

And the Health or Care Professional is permitted to withdraw Summary Care Records

When the Health or Care Professional selects to withdraw the Summary Care Record for a Patient

Then the Summary Care Record is withdrawn


E00182 - General Practice Extraction Service (GPES)

As a Health or Care Professional

I want to submit data extracts to the Authority using the GPES Data Extraction Service

So that data relating to my GP Practice can be submitted to the Authority

Acceptance criterion 1: create GPES data extracts

Given there is GPES data to be submitted for the GP Practice

When the creation of the GPES data extract file is triggered

Then the GPES data extract file is created


E00303 - extract vaccination data for Patients

As a Health or Care Professional

I want vaccination data recorded for Patients to be sent to the Authority on behalf of my Healthcare Organisation

So that vaccination data recorded at my Healthcare Organisation for Patients can be submitted to the Authority

Acceptance criterion 1: create the vaccination data extract file

Given there is vaccination data for Patients to be submitted for the Healthcare Organisation

When the creation of the vaccination data extract file is triggered

Then the vaccination data extract file is created


E00446 - extract COVID-19 vaccination data recorded for Patients

As a Health or Care Professional

I want COVID-19 vaccination data recorded for Patients to be sent to the Authority on behalf of my Healthcare Organisation

So that vaccination data recorded at my Healthcare Organisation for Patients can be submitted to the Authority

Acceptance criterion 1: create the COVID-19 vaccination data extract file

Given there is COVID-19 vaccination data for Patients to be submitted for the Healthcare Organisation

When the creation of the COVID-19 vaccination data extract file is triggered

Then the COVID-19 vaccination data extract file is created


E00285 - National Data Opt-Out

As a Health or Care Professional 

I want the Solution to retrieve and uphold each Patient’s National Data Opt-Out preference for data dissemination

So that only appropriate Patient data is included when sharing confidential Patient information for purposes beyond individual care in line with national policy

Acceptance criterion 1: uphold National Data Opt-Out preferences

Given a Patient data extract has been triggered

When a Patient has a National Data Opt-Out recorded

Then they are excluded from the Patient data extract


E00680 - automatically update Patient details for received PDS Record Change notifications

As a Health or Care Professional

I want to receive notifications when PDS information for a Patient is updated by the Patient

So that the information held for Patients by my Healthcare Organisation can be automatically updated

Acceptance Criterion 1: automatically update mobile phone number for Patients

Given a PDS Record Change notification has been received for a Patient

And the source of the change is specified as the Patient in the PDS Record Change notification

When the PDS Record Change notification includes a mobile phone number change for the Patient

Then the Patient’s mobile phone number is automatically updated

Acceptance Criterion 2: automatically update email address for Patients

Given a PDS Record Change notification has been received for a Patient

And the source of the change is specified as the Patient in the PDS Record Change notification

When the PDS Record Change notification includes an email address change for the Patient

Then the Patient’s email address is automatically updated

MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Catalogue Solutions to these Epics and they will be evaluated via Capability Assessment. Contracting Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Catalogue Solutions to these Epics and they will be evaluated via Capability Assessment. Contracting Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00186 - search for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to search for Electronic Patient Records (EPRs)

So that I can find Electronic Patient Records (EPRs) for Patients

Acceptance criterion 1: search for an Electronic Patient Record (EPR)

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

When they search for an Electronic Patient Record (EPR)

Then the search results are displayed


E00187 - search content of an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the content of an Electronic Patient Record (EPR)

So that I can view Patient information relevant to my search term

Acceptance criterion 1: search the content of an Electronic Patient Record (EPR)

Given the Health or Care Professional has permission to manage an Electronic Patient Record (EPR)

When the Health or Care Professional enters a search term

Then content that matches the search term in the Electronic Patient Record (EPR) is displayed


E00188 - search the contents of documents attached to an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the contents of a document attached to an Electronic Patient Record (EPR)

So that I can view content within the document that is relevant to my search term

Acceptance criterion 1: search the contents of a document

Given there is a document attached to an Electronic Patient Record (EPR)

When the Health or Care Professional selects to search the content of a document for a specific term

Then document contents that match the search term are displayed


E00189 - print the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to print the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be printed

Acceptance criterion 1: print the Electronic Patient Record (EPR)

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

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

Then the Electronic Patient Record (EPR) is printed


E00190 - export the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to export the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be exported into an electronic file format

Acceptance criterion 1: export the Electronic Patient Record (EPR)

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

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

Then the Electronic Patient Record (EPR) is exported


E00191 - manage a personalised display of Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manage a personalised display for Electronic Patient Records (EPRs)

So that I have a personalised display of Electronic Patient Records (EPRs) that can be saved and applied to all Electronic Patient Records (EPRs) 

Acceptance criterion 1: create a personalised display of Electronic Patient Records (EPRs)

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

When they select to create a personalised display for Electronic Patient Records (EPRs)

Then a personalised display is created

Acceptance criterion 2: view Electronic Patient Records (EPRs) using personalised display

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

When they select to view an Electronic Patient Record (EPR)

And they have created a personalised display for Electronic Patient Records (EPRs)

Then the Electronic Patient Record (EPR) is displayed with the personalised display applied

Acceptance criterion 3: amend a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to amend the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is amended

Acceptance criterion 4: delete a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to delete the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is deleted

And the default display is applied to all Patient Records the Health or Care Professional views


E00192 - notifications for outstanding actions on an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be notified when there are outstanding actions on an Electronic Patient Record (EPR)

So that I am notified of the outstanding actions

Acceptance criterion 1: notification of outstanding actions

Given the Health or Care Professional is accessing the Electronic Patient Record (EPR)

When there are outstanding actions relating to the Patient

Then the Health or Care Professional is notified


E00193 - manage Patient Related Persons

As a Health or Care Professional

I want to manage Patient Related Persons

So that there is an up to date record of Patient Related Persons 

Acceptance criterion 1: create Patient Related Persons

Given the Health or Care Professional is permitted to create a Patient Related Person

When they select to create a Patient Related Person

Then the Patient Related Person is created

Acceptance criterion 2: amend Patient Related Persons

Given the Health or Care Professional is permitted to amend a Patient Related Person

When they select to amend a Patient Related Person 

Then the Patient Related Person is amended

Acceptance criterion 3: view Patient Related Persons

Given the Health or Care Professional is permitted to view a Patient Related Person

When they select to view a Patient Related Person 

Then the Patient Related Person is displayed

Acceptance criterion 4: delete Patient Related Persons

Given the Health or Care Professional is permitted to delete a Patient Related Person

When they select to delete a Patient Related Person 

Then the Patient Related Person is deleted 


E00194 - manage Patient Problem lists

As a Health or Care Professional

I want a problem-orientated approach to recording and viewing Patient data

So that information from the Electronic Patient Record (EPR) relating to a single Problem can be viewed together

Acceptance criterion 1: add a new Problem to the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to create a new Problem for the Patient’s Problem list

Then the Problem is created on the Patient’s Problem list

Acceptance criterion 2: remove Problem from the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to remove a Problem from the Patient’s Problem list

Then the Problem is removed from the Patient’s Problem list


E00195 - manage manual Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manually manage Patient Alerts for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals

Acceptance criterion 1: create a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

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

Then the Patient Alert is created

Acceptance criterion 2: view manual Patient Alerts for 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 a manual Patient Alert is recorded for that Patient's Electronic Patient Record (EPR)

Then the Patient Alert is displayed

Acceptance criterion 3: remove a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to remove a Patient Alert from an Electronic Patient Record (EPR)

Then the Patient Alert is removed


E00196 - manage automatic Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want Patient Alerts to be automatically displayed for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals automatically

Acceptance criterion 1: create automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to create an automatic Patient Alert for Electronic Patient Records (EPRs)

Then they can specify the criteria for the Patient Alert to be displayed

And the automatic Patient Alert is created

Acceptance criterion 2: view configuration for automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view the configuration of an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the configuration for the automatic Patient Alert is displayed

Acceptance criterion 3: amend automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to amend an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is amended

Acceptance criterion 4: view automatic Patient Alerts for Patients for Electronic Patient Records (EPRs)

Given there are automatic Patient Alerts created for Electronic Patient Records (EPRs)

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

And the criteria for an automatic Patient Alert is met

Then the Patient Alert is displayed for that Patient’s Electronic Patient Record (EPR)

Acceptance criterion 5: delete automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to delete an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is deleted

And is no longer displayed for Patients


E00197 - support Registrations for Private Patients

As a Health or Care Professional

I want to categorise Patients as being Private Registrations

So that I can support Private Registrations

Acceptance criterion 1: record Patient Registration Type as Private

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Registration Type can be recorded as Private

And the Patient’s individual GP can be recorded

And the Patient Registration is created


E00198 - support Registrations for Other Services

As a Health or Care Professional

I want to categorise Patients as Registered for Other Services

So that I can support Registrations for Other Services

Acceptance criterion 1: record Patient Registration Type as Other Services

Given the Healthcare Organisation is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Patient’s Registration Type can be recorded as Other Services

And the Patient’s individual GP can be recorded

And the Patient Registration is created


E00199 - manage Subject Access Request (SAR) requests

As a Health or Care Professional

I want to manage SAR requests

So that I can manage SAR requests

Acceptance criterion 1: create SAR requests

Given the Health or Care Professional is permitted to create SAR requests

When they select to create a SAR request

Then the SAR request is created

Acceptance criterion 2: amend SAR requests

Given the Health or Care Professional is permitted to amend SAR requests

When they select to amend a SAR request

Then the SAR request is amended

Acceptance criterion 3: view SAR requests

Given the Health or Care Professional is permitted to view SAR requests

When they select to view a SAR request

Then the SAR request is displayed

Acceptance criterion 4: delete SAR requests

Given the Health or Care Professional is permitted to delete SAR requests

When they select to delete a SAR request

Then the SAR request is deleted


E00200 - view Subject Access Request reports

As a Health or Care Professional

I want to view Subject Access Request reports

So that I can see Subject Access Request activity

Acceptance criterion 1: view Subject Access Request reports

Given the Health or Care Professional is permitted to view Subject Access Request reports

When the Health or Care Professional selects to view a Subject Access Request report

Then the Subject Access Request report is displayed


E00201 - verify Patient Contact Details

As a Health or Care Professional

I want to verify a Patient’s Contact Details

So that I have a record that the Patient’s Contact Details have been verified

Acceptance criterion 1: successful verification of a Patient’s Contact Details

Given the Health or Care Professional is permitted to verify a Patient’s Contact Details

When they select to verify the Patient’s Contact Details

And verification is successful

Then the Contact Details status is updated to Verified

Acceptance criterion 2: manual update to a Patient’s Contact Details verification status

Given the Health or Care Professional is permitted to amend the verification status of a Patient’s Contact Details

When they select to amend the verification status of a Patient’s Contact Details

Then the verification status is amended


E00214 - view Patient reports

As a Health or Care Professional

I want to view Patient reports

So that I can see Patient activity

Acceptance criterion 1: view Patient reports

Given the Health or Care Professional is permitted to view Patient reports

When the Health or Care Professional selects to view a Patient report

Then the report is displayed


E00447 - view Detained Estate registration information reports

As a Health or Care Professional

I want to view Detained Estate registration information reports

So that reports relating to Detained Estate registration information can be viewed

Acceptance criterion 1: view Detained Estate registration information reports

Given the Health or Care Professional is permitted to view Detained Estate registration information reports

When the Health or Care Professional selects to view a Detained Estate registration information report

Then the report results are displayed


E00215 - manage Patient Cohorts from Search Results

As a Health or Care Professional

I want to manage Patient Cohorts from Search Results

So that Patient Cohorts can be managed

Acceptance criterion 1: create Patient Cohorts from Search Results

Given the Health or Care Professional is permitted to manage Patient Cohorts

And there are Search Results available

When the Health or Care Professional selects to create a Patient Cohort from Search Results

Then the Patient Cohort is created

Acceptance criterion 2: update Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to update a Patient Cohort

Then the Patient Cohort is updated

Acceptance criterion 3: delete Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to delete a Patient Cohort

Then the Patient Cohort is deleted


E00217 - Patient-based report on childhood vaccinations and immunisations

As a Health or Care Professional

I want to generate a Patient-based report on childhood vaccinations and immunisations

So that I can understand vaccination and immunisation coverage for my Patients

Acceptance criterion 1: generate a Patient-based report on childhood vaccinations and immunisations

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on childhood vaccinations and immunisations

Then the report results are displayed


E00218 - Patient-based report on Carers

As a Health or Care Professional

I want to generate a Patient-based report on Carers

So that I can understand which of my Patients have Carers

Acceptance criterion 1: generate a Patient-based report on Carers

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on Carers

Then the report results are displayed

Items on the Roadmap which impact or relate to this Capability