Application Functions

The Application Functions describe the abilities of the software functions in an EPR application by Capability. The Application Functions Catalogue extends links to the User Stories and Core Requirements.

ID	Capability	Application Function	Description

ID	Capability	Application Function	Description
AF101	Patient Record Management	Create Patient Record/Register Patient	This is the ability of an application to create a common reference number for a patient record electronically where one did not exist before (confirm this would be via PAS)
AF102	Patient Record Management	Search for Patient Record (local reference)	This is the ability to search for, identify and read an existing patient record according to an internally (within the application) assigned common reference number (identifier).
AF103	Patient Record Management	Search for Patient Record (NHS Number)	This is the ability to search for, identify and read an existing patient record according to the patients NHS Number.
AF104	Patient Record Management	Search for Patient Record (demographics)	This is the ability to search for, identify and read an existing patient record according to demographics information provided by or known about the patient.
AF105	Patient Record Management	Search for Patient Record (location)	This is the ability to identify and read an existing patient record according to information known about the location of the patient eg. ward, clinic, theatre, etc
AF106	Patient Record Management	Add Patient Identifier	This is the ability of an application to associate an additional patient identifier with the patient record to enable automatic patient identifier.
AF107	Patient Record Management	Search for Patient record (secondary identifier)	This is the ability of an application to search for, identify and read an existing patient record according to a secondary identifier associated with a patient. To enable this functionality the application should be able to integrate with electronic devices used to read secondary identifiers. e.g. barcode scanner.
AF108	Appointments Management	Create Appointment Slot	This is the ability of an application to allow an administrator to create appointment slots for any appointment type).
AF109	Appointments Management	Search and fulfil Appointment Slots	This is the ability of an application to allow appointment slots to be searched via structured appointment data (time/location/clinician etc.) and for an authorised user to be able to book the Appointment slot.
AF110	Appointments Management	Amend Appointment Record	This is the ability of an application to allow an appointment record to be updated or cancelled.
AF111	Appointments Management	Reschedule Appointment	This is the ability of an application to allow cancelled appointments to be rescheduled.
AF112	Appointments Management	Record Appointment Outcome	This is the ability to record to the patient record the clinical outcome of any appointment.
AF113	Appointments Management	Patient Communications	This is the ability of an application to send an electronic notification to a patient (via email/SMS).
AF114	Documentation Provision	Patient Correspondence	This is the ability of an application to generate and send a letter to a patient.
AF115	Appointments Management	Add to Waiting List (Inpatient and Outpatient)	This is the ability of an application to add a patient to a waiting list so that other scheduling processes can operate.
AF116	Appointments Management	View Waiting List (Inpatient and Outpatient)	This is the ability of an application to hold or see a waiting list (in data format) so that other scheduling processes can operate.
AF117	Bed Management	Define Bed configuration	The ability to maintain data on what beds are available to be assigned to patients Assign bed types to define mode of use Configure rules for operation of bed types
AF118	Bed Management	View Bed Availability	The ability to view which beds do not have a patient assigned
AF119	Bed Management	Assign Patient to Bed	The ability to assign a patient to a bed under a particular speciality. The system should be able to flag where a patient has not been assigned to the correct speciality so this can be flagged to clinicians. [estimated length of stay]
AF120	Bed Management	Update Bed Status	The ability to change the status of a bed: Mark bed as closed Reserve Bed Mark bed as occupied Mark bed as vacated Mark bed as compromised (dirty/infected…)
AF121	Patient Record Management	Patient Record Search	The ability of an application to enable a clinician to search for a patient record using a combination of coded or structured data held within or linked to the Patient Record.
AF122	Patient Record Management	Link Patient Records	The ability of an application to be able to link Patient records, e.g. Mother to Child
AF123	Patient Record Management	Clinical Form Templates	This is the ability of an application to enable the configuration of clinical forms/clinical note templates to support the capture of clinical data to be stored against the patient record. This must includes the setting of rules for forms, e.g. mandatory/optional fields.
AF124	Patient Record Management	Clinical Form Objects	This is the ability to be able to re-use the same data objects/attributes across different clinical forms/clinical note.
AF125	Patient Record Management	Clinical Form Pre-Population	This is the ability of the application to be able to pre-populate a clinical form with existing data taken from a patient record. The system must be able to set data to being read-only where data should not be amended/overwritten.
AF126	Patient Record Management	Clinical Form Prompts	This is the ability of an application to be able to prompt a user to validate that existing pre-populated data is correct or to complete mandatory fields.
AF127	Patient Record Management	Clinical Form Validation	This is the ability of an application to provide data validation on Clinical forms.
AF128	Patient Record Management	Clinical Form Part-Saving	The ability of an application to enable a partially completed form to be saved for completion at a later date.
AF129	Patient Record Management	Audit changes to Clinical Record	The ability of an application to audit all changes to a Patient medical record.
AF130	Patient Record Management	Maintain Patient Record	The ability for an application to be able to select the appropriate clinical form to record care against the Patient record whilst maintaining a history of changes.
AF131	Patient Record Management	Record Clinical Notes	This is the ability to record a new clinical against a a patient record including being able to incorporate additional data from the patient record and tag the source of the data.
AF132	Record Observation	Record Observation	This is the ability to record a new observation as structured data against a patient record whilst maintaining an history of changes. As part of recording an observation an application must be able to analyse the recorded parameters and provide a prompt to clinicians where these fall outside pre-configured ranges.
AF133	Patient Record Management	Directly record observation from device	This is the ability for the application to accept an observation directly from a clinical device and store this against the patient record whilst maintaining an history of changes.
AF134	Patient Record Management	Record Care Plan	This is the ability to record a new or amended care plan against a a patient record whilst maintaining an history of changes.
AF135	Patient Record Management	Record Allergies	This is the ability to record a new or updated allergy as structured data against within a patient record whilst maintaining a history of changes.
AF136	Patient Record Management	Record Admission	This is the ability to record an admission as structured data against a patient record whilst maintaining a history of changes.
AF137	Patient Record Management	Record Problems/Diagnosis	This is the ability to record a new or updated problem/diagnosis (conditions/comorbidities) as structured data against patient record whilst maintaining a history of changes.
AF138	Patient Record Management	Record Procedure/Intervention	This is the ability to record an intervention/procedure as structured data against a patient record whilst maintaining a history of changes.
AF139	Patient Record Management	Record Outcomes	This is the ability to record a patient outcome (PROMS) as structured data against the patient record whilst maintaining a history of changes
AF140	Patient Record Management	Directly record observation from device	This is the ability of an application to receive and process observations taken from an external device and incorporate into the patient medical record. As part of recording an observation an application must be able to analyse the recorded parameters and provide a prompt to clinicians where these fall outside pre-configured ranges.
AF141	Patient Record Management	Record intake/outtake	This is the ability of an application to be able to record intake/outtake information, e.g. fluid intake and store against the Patient record.
AF142	Patient Record Management	Record Ceiling of Care	The ability to record patient decisions/ceiling of care as structured data against a patient record whilst maintaining a history of changes. Includes: DNACPR (Do not attempt cardiopulmonary resuscitation)
AF143	Patient Record Management	Configure clinical coding lists	The ability to configure lists of pre-structured clinical codes. The pre-configured lists must be able to make available to support any data collection activity, e.g. via drop down lists.
AF144	Patient Record Management	Access clinical coding lists	The ability to access clinical coding lists whilst recording information at the point of care.
AF145	Patient Record Management	Search clinical coding lists	The ability of the system to display clinical codes that correspond with the characters being typed by Healthcare Professionals at the point of care, and display them for selection.
AF146	Patient Record Management	Translate information into codes	Computer assisted coding - the use of natural-language processing (NLP) with machine learning (ML) to provide or suggest diagnosis and treatment codes to medical coders based on reading and interpretation of clinical documentation.
AF147	Patient Record Management	Note dictation (voice to text translation)	The ability of an application to allow a clinician to directly dictate notes which will be stored against the Patient record.
AF148	Patient Record Management	Import results/reports from medical devices	The ability to import data electronically from compatible files and systems.
AF149	Patient Record Management	Derive data and store against Patient record	The ability of an application to be able to calculate derived data, e.g. BMI from Patient Height and Weight and store this against the patient record.
AF150	Patient Record Management	Create audio file	Create an audio file in any format, add relevant metadata to the audio file and store it as part of the patient record.
AF151	Patient Record Management	Save, search and playback audio file	Playback the audio file/s for the selected patient record.
AF152	Patient Record Management	Create video file	Create a video file in any format, add relevant metadata to the audio file and store it as part of the patient record.
AF153	Patient Record Management	Save, search and playback video file	Playback the video file/s for the selected patient record.
AF154	Patient Record Management	Voice recognition (voice to text translation	The ability of an application to capture notes which a clinician has dictated which can be stored against a Patient record. [Longer term requirement] speech recognition, natural language processing (NLP), artificial intelligence (AI) and machine learning (ML) to automate documentation of the spoken aspects of a clinical encounter. These solutions use ambient listening and speech recognition technology to convert captured audio to text. Relevant information from the clinical encounter is extracted and summarized before being uploaded to the EHR.
AF155	Patient Record Management	View Patient Record (current)	This is the ability to view the data and documents added to a patient record as part of the current episode.
AF156	Patient Record Management	View Patient Record (historic)	This is the ability to view the data and documents added to a patient record as part of a historic episode.
AF157	Patient Record Management	Visualise Patient Data	This is the ability of an application to take a sequence of data recorded in the patient record and present it graphically. The application must be able to overlap results against standard charts, e.g. UK growth chart.
AF158	Patient Record Management	View Patient Record (summary)	The ability to present a summary view of a patient record including pertinent information, e.g Did Not Attend (DNA), Allergies etc.
AF159	Patient Record Management	Configure Clinical views	This is the ability to be able to configure clinical views to present different information based upon criteria including: The clinical speciality of the user The presenting condition of a patient. Time ranges of search results
AF160	Patient Record Management	Configure default clinical views	This is the ability to enable a user to configure a view when they access a Patient Record including: Sorting/ordering – re-ordering the sequence of record either chronologically or via any other data grouping Filtering and grouping – identifying a subset of the record based on the type or value of a data item or a specific date range The user interface must highlight where views have been configured.
AF161	Patient Record Management	View drill downs	The ability to be able to drill down into specific parts of a clinical record
AF162	Patient Record Management	Intelligent record searching	The ability of an application to be able to present information within a clinical view based upon criteria selected by the user or based upon the profile of the user. This could include: Presenting condition Patient demographics Clinical speciality The application should apply techniques to improve the relevance of the information presented to a user.
AF163	Bed Management	Ward, Unit or Department View Configuration	This is the ability to configure views for a ward, unit or department.
AF164	Bed Management	View Ward, Unit or Department Data	This is the ability of an application to generate a patient view by a specific ward, unit or department.
AF165	Bed Management	Update Ward, Unit or Department Views	The ability to manually add information to a ward, unit or department view and store this information within the system.
AF166	Bed Management	Generate historical view	The ability of the system to generate a view to represent the state at a particular date/time.
AF167	Consent Management	Record Patient Consent	The ability of an application to allow legal consent for a procedure to be captured via appropriate legal forms.
AF168	Consent Management	Identify relevant risk factors	The ability of an application to identify any risk factors relevant to a patient when undergoing a specific treatment or procedure. Clinician may need to accept/reject risk factors based on clinical judgement
AF169	Consent Management	Consent Management	The ability of an application to provide links to relevant content including: Content related to an operation/procedure to be undertaken by a patient. Clinical procedures relevant to Doctors/Nurses Note: All multimedia content must be supported.
AF170	Documentation Provision	Patient Correspondence	The ability of a an application to electronically transmit documentation to a patient (including links to relevant multimedia content, and receive and store returned (electronically signed) documentation.
AF171	Clinical Decision Support	Business Rules configuration	The ability of an application to support the configuration of rules based upon data which has been captured about a patient. This includes: Creating decision support algorithms to process data held within the application Setting the trigger point when algorithms should be run , e.g. when observation record, test result recorded. Setting the frequency upon which algorithms should be run Amending parameters used to set alerts Adding/amending variables used in algorithms Defining the clinicians/groups who need to receive alerts. Note: Need something around ranges related to context, e.g. condition of patient, which determines whether notification is required. {Which clinician/groups of clinicians receive each alert]. Potentially break down all of this into separate functions. Note: Look at possibility of linking with machine learning to refine algorithms
AF172	Clinical Decision Support	Business Rules authoring	The ability to support the implementation of business rules in accordance with standards such as DMN (Decision Model Notation)
AF173	Clinical Decision Support	Generate clincal alerts	The ability of an application to run algorithms based upon patient data (observations, conditions, test results etc.) to proactively identify conditions or deterioration in conditions and generate clinical alerts where issues are identified (scores are beyond defined thresholds).
AF174	Clinical Decision Support	Review Patient Alerts	The ability of an application to be able to display relevant alerts to a clinician and for the clinician to be able to respond to them. The application must allow a clinician to be able to override an alert and provide a clinical reason for why the alert has been overridden which is stored against the patient record.
AF175	Clinical Decision Support	View and Respond to Patient Alerts	The ability of an application to flag to a user an alert when the predefined factors are met and for the user to be able to provide an auditable acknowledgement that they have actioned the alert. (Need to clarify what is required in terms of acknowledgment)
AF176	Clinical Decision Support	Configure alerts	Potentially consider machine learning to check where alerts are acted upon - where consistently overridden may look to update rules
AF177	Clinical Decision Support	Issues alert	The ability of an application to send a clinical alert to a clinician or group of clinicians.
AF178	Clinical Decision Support	Escalate alert	The ability of an application to resend an alert to a relevant clinician or group of clinicians when no acknowledgement of the alert has been recorded within a configurable time period.
AF179	Clinical Decision Support	Decision Support Audit	The ability of an application to record when an alert is generated or responded to.
AF180	Clinical Decision Support	Workflow Decision Support	The ability to engage decision support, record the action on the patient record, and on the relevant decision support systems.
AF181	Clinical Decision Support	Calculate Risk Scores	The ability to calculate risk scores, e.g. risk of re-admission, risk of morbidity based upon a patients medical history which can be presented to clinicians to support clinical decision making.
AF182	Clinical Decision Support	Test Results Configuration	The ability to configure rules for analysis of electronic result updates including: Setting the output ranges/tolerances of results to trigger an alert/notification per each type of result. This includes allowing ranges/tolerances to be set by clinical speciality. Extension of rules to block alerts where patients have known conditions Setting rules for issuing alerts that need to be sent to clinicians/clinical groups in addition to the requesting clinician. Setting escalation rules where no acknowledgement of notification is received (timeframe for escalation and clinical groups for escalation)
AF183	Clinical Decision Support	Test Results analysis	The ability of an application to analyse an electronic results update and identify where an urgent health issue is identified according to pre-configured rules, i.e. classify results as 'normal' or 'abnormal'
AF184	Clinical Decision Support	Send Results Notification	The ability of an application to send a notification to the clinician who ordered a test and concerned clinical groups where a test result indicates that a patient has an urgent health need.
AF185	Clinical Decision Support	Results Acknowledgement	The ability of an application to request an acknowledgement from a clinician that results have been viewed and actioned where the results fall outside normal parameters for the specific clinical speciality of the requesting clinician.
AF186	Clinical Decision Support	Clinical notification configuration	The ability of an application to enable either opt out of receiving a notification when requesting a test or to set the parameters for the specific test which would trigger a notification being sent. This function should be enabled/disabled centrally.
AF187	Clinical Decision Support	Acknowledgement Reminders	The ability of an application to send a reminder notification to a clinician when no acknowledgement has been received that the results have been reviewed.
AF188	Clinical Decision Support	Escalate notifications	The ability to re-route a notification to another clinician (using pre-configured escalation rules) when no acknowledgment is received within a pre-configured timeframe.
AF189	Clinical Decision Support	Display Visual prompts	The ability of an application to analyse results and to display visual prompts where an issue is identified.
AF190	Clinical Decision Support	Decision Support Machine Learning	The ability of an application to analyse the acknowledgments received by clinicians and to adapt rules automatically related to when a notification is required based upon the responses provided by clinicians.
AF191	Referral Management	Configure referral lists	The ability to configure the list of clinical specialities to which a referral can be made and the clinicians within each of the specialities who can be assigned to a referral.
AF192	Referral Management	Configure referral forms	The ability to configure specific electronic referral forms per clinical speciality so the appropriate information can be provided.
AF193	Referral Management	Create Patient Referral	This is the ability of the system to enable an authorised clinician to initiate an electronic referral via a standardised referral form which will be sent to the applicable clinical service for review and stored against the Patient record. The form must support conditional logic to only display fields relevant to the speciality where the referral is being made.
AF194	Referral Management	Referral Validation	This is the ability of the system to ensure that all relevant information has been provided and that the referral is not a duplicate.
AF195	Referral Management	Review Patient Referral	The ability of a receiving service/clinician to referrals new referrals that have been made which they can accept, reject or request further information. Where a referral is rejected or further information is required the sender must be notified and be able to provide additional supporting information in a resubmission of the referral.
AF196	Referral Management	View Patient Referral History	The ability of the system to display a view of referrals made on behalf of a patient and the outcome of those referrals.
AF197	Referral Management	Amend Patient Referral	The ability for a clinician to select an existing referral record with the appropriate status and provide additional information.
AF198	Referral Management	View referral requests	The ability of the system to enable a clinician to view referrals which they have made including the current status of those referrals
AF199	Referral Management	View referral worklists	The ability for a clinician to view all referrals that that have been allocated to them or to their clinical speciality and the status of those referrals. The system must be able to display referrals in an order specified by the clinician, e.g. status or clinical priority.
AF200	Referral Management	Allocate referrals	The ability of the system to enable a clinician to assign themselves to a referral or enable a clinician with the appropriate role to assign a referral to another clinician.
AF201	Referral Management	Redirect referrals	The ability for an authorised user to redirect a referral to another clinical speciality
AF202	Referral Management	Update internal referral	The ability to update a referral record (including the outcome of the referral). The update must be able to trigger a notification to the originator of the referral informing them of the outcome.
AF203	Referral Management	Referral escalations	The ability to send a notification/reminder when a referral has not been acknowledged within a configurable period of time.
AF204	Referral Management	Create external Patient referral	The ability of the system to enable a clinician to refer a patient to an external service via an electronic notification (Messaging or Email)
AF205	Referral Management	Amend external Patient Referral	The ability for a clinician to select an existing referral record with the appropriate status and provide additional information.
AF206	Referral Management	External referral updates	The ability to receive a notification of the outcome of an external referral
AF207	Discharge	Record Patient Discharge	This is the ability to update inpatient service administration records (including destination, GP tasks and additional information) and to remove the location of the patient from the patient record.
AF208	Discharge	Send Task to GP	The ability to send a task to a GP related to the discharge of a patient and to receive an acknowledgement when the task has been completed.
AF209	Discharge	Generate and send Discharge Notification	The ability to send a notification to all clinicians and services involved in the care of a patient when the patient is due to be discharged
AF210	Discharge	Generate Discharge summary	The ability of an application to generate a discharge summary document
AF211	Discharge	Complete Discharge summary	The ability of an application to allow a clinician to add additional information to a discharge summary document
AF212	Discharge	Distribute Discharge summary	The ability of an application to enable a clinician to select relevant organisations that should receive the discharge summary
AF213	Discharge	Send Discharge summary	The ability to send an electronic discharge summary once completed in accordance with nationally defined standards.
AF214	Discharge	Update Discharge summary	The ability of an application to allow a clinician to amend an already submitted discharge summary and resend the updated document
AF215	Order Comms	Order History - Patient	The ability to view a record of order requests made on behalf of a patient including: All orders/investigations The current status of any outstanding/incomplete requests The results of completed tests This should be for current or historic care episodes
AF216	Order Comms	Non-Patient centric views	The ability to view a record of orders and investigations by MDT or patients assigned to a clinician including: All orders/investigations The current status of any outstanding/incomplete requests The results of completed tests The view must also include patients where no test/order history exist The view must include a link to be able to order new tests/investigations
AF217	Order Comms	Place Test/Investigations Order	The ability to engage testing services in real time and record the action that a request has been made on the patient record. Scope includes: Imaging/Scans MRI Lab (samples) Blood Product Ordering The application must be able to support the following: Adding relevant patient data to the order Appending images to orders The application may support the following: Accurate annotation of body maps to accompany orders
AF218	Order Comms	Proxy Order	The ability to place an order on behalf of another Clinician.
AF219	Order Comms	Order/Investigation rules	The ability to apply rules to prevent ordering of duplicate investigations/orders
AF220	Order Comms	Place multiple orders	The ability to place multiple orders at the same time.
AF221	Order Comms	Place recurring order	The ability to place a recurring order for a test/investigation
AF222	Order Comms	Configure Order/Investigations Orders	The ability to be able to create configurable sets of orders/investigations for a patient based upon the clinical speciality to which the patient is assigned
AF223	Order Comms	Create customer order/investigation lists	The ability to allow a user to create a custom list of order/investigations they make on a frequent basis.
AF224	Order Comms	Link Patient to Sample	The ability to generate and print a label to associate a sample with the correct patient.
AF225	Order Comms	Track Test/Investigation Order	The ability to view all outstanding orders (by patient, by clinician) and track the status of these including when the result is expected to be available. The system should allow the user to filter orders by status or type. The system should allow this information to be exposed externally, either via a patient portal to enable patients to view the status of their tests/orders or via the publishing of order events (change in status) which can be consumed by subscribing systems.
AF226	Order Comms	Order alerts	The ability to generate an alert to the requestor when an order is delayed
AF227	Order Comms	Modify/Cancel Test/Investigation Order	The ability of an application to allow a clinician to modify/cancel an order which has already been submitted. This includes orders where samples have already been sent to labs.
AF228	Order Comms	Receive and Process Test Results	The ability of an application to be able to receive and process results received from Lab systems (including correlating results with requests).
AF229	Diagnose Problem	View Test/Investigation Results	The ability to view the results of all tests/investigations carried out on behalf of a patient including any associated artefacts (images etc.) captured via the testing application.
AF230	Clinical Decision Support	Results Decision Support	The ability to provide a visual indicator of where results fall outside expected range of values.
AF231	Clinical Decision Support	Visualise Test/Investigation results	The ability to visualise a set of corresponding results, e.g. via time-series graphs. This should include the ability to overlap significant events onto views, e.g. interventions, procedures
AF232	Record Observation	Capture and View Clinical Data	The ability to add test results to the patient record either manually or from a specific purpose clinicial equipment (eg radiology cameras) and to view the clinical data.
AF233	Order Comms	Acknowledge test results	The ability to update order comms systems to complete the order comms processes
AF234	Medication Management	Configure Medications Data	The ability of an application to manage medication reference data in accordance with the dm+d standard and SnoMed CT coding for non-dm+d terms (e.g. route, formulation, Unit of Measure): Add new medications that can be prescribed to the system Manage list of medications per clinical speciality Manage medication administration routes Manage medication dosage values Manage medication cross-allergy lists
AF235	Medication Management	Configure Medication Alerts	The ability to create alerts for medications linked to known allergies or intolerances
AF236	Medication Management	Configure Medication efficacy rules	The ability of an application to apply rules which determine when prompts should be issued to clinicians when a medication has been ordered a configurable number of times.
AF237	Medication Management	View Historic Medication	This is the ability to view the medications added to a patient record as part of a previous episode. This includes the ability to present a unified medication view via access to all systems where medication data is held.
AF238	Medication Management	Medication Stock Check	The ability of an application to make an external system check that the medication being selected by a prescribing solution features in the formulary and is in stock.
AF239	Medication Management	Specimen Check	The ability of application to make an external system check that a valid specimen exists for a patient and where one does exist place an order for a compatibility test against it.
AF240	Medication Management	Create Prescription (medicine)	The ability to electronically create a new medication prescription for a patient. This should include the ability to select from a configured list of medicines per speciality or to allow the clinician to perform a free text search of all available medications.
AF241	Medication Management	Create Prescription (Blood transfusion)	The ability to prescribe/request blood transfusion products linked to a specimen and the ability to track the progress of the request.
AF242	Medication Management	Amend Prescription	This is the ability to change the current medications within a patient record whilst maintaining a history of changes.
AF243	Medication Management	Medication Decision Support - Allergies	The ability to check prescribed medicines against known patient allergies and stop the prescription and alert the clinician where a conflict is identified by the system. This should also include the ability to check against cross-allergies (where a specific allergy indicates the potential for the patient to be allergic to another type of medication) and cross-reactions. The system must allow a clinician to override the alert, provide a reason for the override and audit this action.
AF244	Medication Management	Medication Decision Support - Intolerances	The ability to check prescribed medicines against known patient intolerances and stop the prescription and alert the clinician where a conflict is identified by the system. The system must allow a clinician to override the alert and audit this action.
AF245	Medication Management	Medication Decision Support - Dosage	The ability to check dosage of prescribed medicines against expected ranges and stop the prescription and alert the clinician where a conflict is identified by the system. The dosage matching process must incorporates patient safety based on age ranges, weight ranges, therapeutic doses, maximum doses and cumulative doses. The system must allow a clinician to override the alert and audit this action.
AF246	Medication Management	Schedule Medications	The ability to create a schedule of medications (medications provided on a determined schedule)
AF247	Medication Management	Medication Notification	The ability to provide a prompt that scheduled medication is due to be administered.
AF248	Medication Management	Transfer Prescription	The ability of an application to be able to electronically transfer a completed prescription to the Pharmacy dispensing system or medicine cabinet for fulfilment
AF249	Medication Management	Verify Patient and Medication	The ability to an application to be able to scan patient, medication, dosage identifiers (via a set of dosage options), route (via a set of route options) to verify that the correct medication and dose is to be administered via the correct route and at the right time. The application must alert the administering clinician where any mismatch is identified which the clinician can override where necessary.
AF250	Medication Management	Verify Patient and Blood order	The ability to an application to be able to scan patient, and blood order to verify that the transfusion to be administered is being given to the correct patient.. The application must alert the administering clinician where any mismatch is identified.
AF251	Medication Management	Record Medication Administration	The ability of an application to electronically record when medication has been administered (medication, dose, route and exact time) or where medication was unable to be administered (with a list of valid reasons why the medication could not be administered). This should include recording medication that is has been self-administered.
AF252	Medication Management	View Medications Administered	The ability of an application to provide a view of all medications that have been administered to a patient.
AF253	Medication Management	Record Medication Effectiveness	The ability of an application to allow a clinician to record the effectiveness of a medication.
AF254	Medication Management	Medication re-ordering prompt	The ability of an application to calculate when the medication being administered to a patient is due to run out and to provide a notification to the clinician to prompt them to place a new order.
AF255	Medication Management	Medication re-ordering	The ability of an application to allow medication to be re-ordered and the re-order to be electronically transferred to the pharmacy.
AF256	Medication Management	Closed Loop Med Dashboard	The ability of an application to generate a configurable dashboard demonstrating compliance with closed-loop med procedures
AF257	Medication Management	Medication schedule	The ability to display a schedule of when medication should be given.
AF258	Staff Clinical Messaging	Message Directory	The ability to hold a directory of clinicians/clinical group who messages can be sent to.
AF259	Staff Clinical Messaging	Messaging group configuration	The ability of a message group administrator to maintain lists of clinicians within specific group.
AF260	Staff Clinical Messaging	Send Message - Internal	The ability to send a secure message to a specific clinician or groups of clinicians selected from a directory regarding specific aspects of a Patients care and store this message against the patient record. This includies being able to include provide links to patient records including but not limited to: Forwarding test results Forwarded scanned images
AF261	Staff Clinical Messaging	Message acknowledgement	The ability of an application to record that a message has been acknowledged by a recipient.
AF262	Staff Clinical Messaging	Message inbox	The ability for an authenticated user to view a list of relevant messages to which they can respond. The application must be able to provide links to the relevant part of a patient record relevant to the message.
AF263	Staff Clinical Messaging	Group Message Management	Placeholder - How to manage message sent to group - many messages or to a single group mailbox
AF264	Staff Clinical Messaging	Message Response	The ability of a clinician to be able to respond to a clinical message and for this response to be recorded against the patient record.
AF265	Staff Clinical Messaging	Retract Message	The ability for a user to retract a message they have sent in error
AF266	Staff Clinical Messaging	Message notifications	The ability to issue a notification to a clinician that they have a new message in their inbox. [Need to think about type of notification - SMS, Push notification to Mobile App etc.] Will also need to include linking clinician to mobile device. {link to need to be authenticated to see messages] - notification contains no clinical data
AF267	Staff Clinical Messaging	Audit	The ability to retain a timestamped audit record of messages exchanged between clinicians.
AF268	Staff Clinical Messaging	Send Message - external	The ability to send a secure message to external organisations selected from a directory regarding specific aspects of a Patients care and store this message against the patient record, eg. patient due to be discharged.
AF269	Provide Multiple User Digital	E-Consultation	The ability to provide communication through the use of video conference technology or teleconference technology or audio interpretation technology
AF270	Provide Single User Digital	Externl Device Integration	The ability to collect medical data from individuals outside of a traditional care setting and incorporate within the patient care record. The data can by collected via by the individual (rekeying data into an App) or directly from a medical device.
AF271	Information Analysis	Data Visualisation
AF272	Information Analysis	Reporting extracts	The ability to generate standardised reports on a scheduled or ad hoc basis, e.g. reporting clinical outcomes, reports on numbers of referrals, breaches to targets and standards finding data to respond to complaints, coroner report requests.
AF273	Bed Management	View/update Ward Dashboard	The ability of an application to present data relevant to the administration of the selected Ward.
AF274	Information Analysis	View/update ED Dashboard	The ability of an application to present data relevant to the administration of the Emergency Department.
AF275	Dataset Management	Data extracts	The ability to extract relevant data from the application to support reporting and analytics.
AF276	Identity Management	User Authentication	The ability of an application to verify the identity of the user attempting to access the system
AF277	Identity Management	Biometric Authentication	Placeholder
AF278	Identity Management	User onboarding/enrolment	The ability to create a new user account
AF279	Identity Management	Role Based Access Control	The ability to grant/restrict access to functionality of the system based on user rights.
AF280	Identity Management	Single Sign On	The ability to grant access to a system using SSO.
AF281	Document Management	Manage content	The ability of an application to be able to support the upload and storage of generic content, e.g. clinical procedure overviews
AF282	Document Management	Access Content	The ability of an application to support the ability to link to content to support clinician or patient decision making.
AF283	Document Management	Configure Document Templates	The ability of an application to enable document templates to be created including providing support for pre-population of forms where existing data is held in the system/
AF284	Document Management	Generate/Create Document	The ability to /create generate a document from a template, pre-populate this with existing data from the patient record and enable a authorised user to amend the document to: Add further content Remove superfluous content
AF285	Document Management	Document validation	The ability of an application to enforce that all mandatory information is captured before a document can be sent to recipients.
AF286	Document Management	Store Document	The ability to save a document to a patient record once clinician has confirmed it can be committed to the data repository including the creation of meta data about the document including (but not limited to): Document Type Document Category Creation Timestamp User who created/amended the document
AF287	Document Management	Update Document	The ability to retrieve and amend (add further information) an existing a clinical document.
AF288	Document Management	Electronic Signatures	The ability of an application to enable electronic signatures to be added to a document
AF289	Document Management	Configure document views	The ability of an application to enable different views of a document to be created which can be shared with different audiences, e.g. one version of a document for a GP and one for a Patient.
AF290	Document Management	Configure document destinations	The ability of an application to enable configuration of which external services or individuals should be sent specific documents generated within the application. The configuration must allow sending to be mandatory (automatically sent) or optional (user selected).
AF291	Document Management	Send Document	The ability for a document to be sent to an external service in a non-proprietary format in real-time once committed by the user. The application must allow users to select additional recipients of a document from a configured list of external services in addition to any services sent the document by default.
AF292	Document Management	Lock Document	The ability to lock a document so that it can no longer be amended (providing a point in time view) once a document has been transmitted.
AF293	Document Management	Print / Send document	The ability to electronically send a document to another electronic system or to a physical media device.
AF294	Document Management	Search and View Admin Letter / document	Retrieve and view letters and documents relevant to a patient record.
AF295	Document Management	Scan/Upload Document	The ability of an application to be able to scan a document and incorporate the scanned image into a Patient record
AF296	Document Management	Incorporate Document	The ability of an application to be able to receive an externally generated document (image, letter etc.) and store this against the Patient record
AF297	Documentation Provision	Send Correspondence	The ability of an application to send relevant documentation to a Patient.
AF298	Document Management	Record Patient Correspondence Preference	The ability of an application to record how a patient wishes to receive correspondence (Email, Letter)
AF299	Referral Management	Assign Patient to Clinician	This is the ability to assign patients to clinicians. The system must audit when a patient was assigned to a clinician
AF300	Admissions and Transfers	Reassign Patient	This is the ability to reassign a patient to a different ward, unit or department and to a different clinician.
AF301	Care Plans Management	Configure Tasks	This is the ability of the system to allow a set of clinical tasks to be created including the category of tasks and which clinical specialities are able to fulfil the tasks.
AF302	Care Plans Management	View Task List	This is the ability to create a view of outstanding tasks by Patient or Clinician The application should allow lists to be configured including: Reordering, e.g. by clinical priority, time since task allocated Filtering, e.g. by category of task, location etc.
AF303	Care Plans Management	Assign Tasks	The ability to enable an authorised user to assign/reassign tasks to a specific Clinician or team.
AF304	Care Plans Management	Record Clinical Activity	This is the ability for the application to record that an activity/task has been undertaken including details of the patient, performing clinician and any items used in the activity. The system must be able to audit when tasks were completed and by which clinician.
AF305	Care Plans Management	Identify Clinical items	This is the ability for the application to identify (via scanning) clinical items which can be associated with an activity that is being performed.
AF306	Care Plans Management	Task Configuration	The ability to be able to create a new task that can be assigned to a clinician. This includes setting the classification of a task.
AF307	Care Plans Management	Configure Task List	The ability of an application to configure a set of tasks (and the sequence in which these are performed) that are to be performed based upon a clinical event trigger, e.g. admission, pre-discharge etc.
AF308	Care Plans Management	Create Task Templates	The ability to configure the information which is associated with a specific task including what information needs to be captured to close the task.
AF309	Care Plans Management	Auto-generate Tasks	The ability of the system to auto-generate a set of tasks (including repeating tasks) for a patient based upon a clinical event occurring (e.g. patient admission, patient diagnosis) together with a schedule of when tasks need to be undertaken.
AF310	Care Plans Management	Configure task rules	The ability to define task rules. This includes defining the timeframe for when a task needs to be completed from the time of it being generated.
AF311	Care Plans Management	Task Notification	The ability of the system to generate an alert when a task has not been completed within a configurable timeframe
AF312	Care Plans Management	Manual task generation	The ability of the system to allow a clinician to manually create new tasks including being able to add notes, pull in relevant clinical content and set the urgency level for the task.
AF313	Care Plans Management	Manual task duplication	The ability of the system to prompt a user where a duplicate task is being created. The user must be able to override the prompt/warning.
AF314	Care Plans Management	Update Tasks	The ability of the system to allow a clinician to pull in clinical content from the patient medical record to add context or provide additional free format information to the task.
AF315	Care Plans Management	Configure Workflow rules	The ability to configure automated workflows consisting of sequences of tasks, data flows (messages), notifications and alerts which can be triggered via events (system or manually generated).
AF316	Care Plans Management	Cross Organisational Workflow	E.g. support transfer of patient from hospital to home Review of care plan by clinicians across multiple organisations
AF317	Digital Access Management	Patient access to records	The ability of an authenticated patient to be able to view their own medical record including: All relevant documents, e.g. discharge summary, care plans All relevant part of care record. Note: It must be possible for clinicians to be able to restrict information for sharing with the patient via the portal where necessary.
AF318	Provide Single User Digital	Patient data submission	The ability for a patient to provide a submission of information via their own personal devices, e.g. a pre-admission questionnaire or a current symptoms and for this information to be saved against the patient record so it can be accessed by clinical staff.
AF319	Documentation Provision	Patient information provision	The ability to send relevant information electronically to a patient. This includes the ability to assign patients to particular groups so that the information they receive is relevant.
AF320	Digital Access Management	Delegated Self Service access	Enabling an authenticated user self-service access on behalf of another person.
AF321	Provide Single User Digital	Patient self service Appointment Booking	The ability to allow patients or nominated representatives of the patient to make/cancel appointments. [Need to link to patient receiving an invite to make an appointment]
AF322	Documentation Provision	Subject Access Requests	This is the ability of an application to be able to support the extract of data held about a patient in response to a subject access request.
AF323	Asset Management	Clinical Stock Management	The ability to capture and categorise a list of clinical items and products, present this data in a catalogue and to allow clinical users to request items for clinical use. Also to monitor quantities and facilitate the re-ordering of items. E.g. blood products
AF324	Compliance Management	Audit	The ability of an application to provide comprehensive audit of all user actions including: All changes to patient records. Decision support responses
AF325	Compliance Management	Audit Reporting	The ability of an application to be able to generate audit reports and make these available to relevant users
AF326	Mobile Apps - Provide Single User Digital?	Maintain Patient Record via Mobile Device	The ability for a user to view/update a Patient medical record via a Mobile Device
AF327	Mobile Apps - Provide Single User Digital?	View/Maintain Tasks via Mobile App	The ability for a user to view/update tasks which have been allocated to them via a Mobile Device
AF328	Integrated Care	Device Integration	The ability of an application to accept information from peripheral devices, e.g. patient monitoring equipment and incorporate into the patient record.
AF329	Patient Record Management	Shortcuts to launch clinical forms	The ability to launch clinical forms while documenting at the point of care using synonyms
AF330	Patient Record Management	Show source of auto populated data	The ability to see the source of clinical information auto-populated in the electronic system form I am using to document care
AF331	Patient Record Management	Insert structured data form into free text	The ability to insert pre-configured/standardised clinical form templates into free text notes
AF333	Clinical Coding	Duplicate coding warning	the ability to automatically warn Healthcare Professionals when they attempt to enter a clinically coded diagnosis that already exists in a patient record.
AF334	Clinical Coding	Provide flexible clinical cooding options	the ability to describe a clinical code in more than one way i.e. fully utilise SNOMED aliases.
AF335	Patient Record Management	Redact Data for extract	the ability to redact information prior to export
AF336	Document Provision	Produce hardcopy data extracts	the ability to export/share healthcare data in hard copy.
AF337	Care Administration	Share summary patient data	the system to make every patient’s digitally recorded consent decisions electronically accessible to services across the Trust and region and with the national care record
AF338	Diagnostic management	Digitally Request Consultation	Request a consultation digitally and have the consultation and its results automatically recorded in the patient record
AF339	Diagnostic management	Send Results Notification	The ability of an application to send a notification to the clinician who ordered a consultation or test
AF340	Referral Management	Review Recommended Referrals	The system displays recommended internal referral routes within a clinical workflow and allows the clinician to choose an appropriate referral route
AF341	Referral Management	Digital Presentation of Handover Data	The system provides a digital presentation of patient data including context as part of a digital handover to enable the sharing of relevant patient data without the need for paper based handover notes
AF342	Referral Management	Access National Directory of Services	The system provides access to the National Directory of Services to enable selection of appropriate external services to use in transfers
AF343	Consent Management	Obtain consent to access patient data remotely	The system obtains and records consent from the remote patient to access their data to enable legal monitoring and use of that data
AF344	Identity Management	Authenticate Patient	The system Authenticates a patient in order to allow access to the patient record
AF345	Discharge	Create discharge documentation	On discharge of a patient the discharge notes and outpatient letter(s) are created automatically by the system compliant with PRSB guidelines. All documentation is recorded in the patient record for digital access
AF346	Patient Tracking	Create patient wristbands	Produce patient wristbands with bar code identification to allow patient to be identified and any relevant data such as allergies displayed
AF347	Asset Management	Track clinical assets	The ability of the system to track key clinical assets and resources. This must include assets assigned directly to patients.
AF348	Patient Record Management	Notify key changes to patient record	The ability of the system to notify staff and other systems of significant changes to the patient record e.g. births and deaths
AF349	Patient Record Management	Longitudinal access to patient record	The ability of the system to present access to all relevant data about the patient. The data will be presented in an appropriate form given the context in which it is accessed. The appropriately authorised member of staff will be able to navigate to all data that they are authorised to access
AF350	Information Security	Provide Pseudonymised Patient Data	When sharing data with external data the system must provide the capability to de-identify, pseudonymize and re-identify records as required
AF351	Information Security	Configure Role Based Access	Access to specific data within the patient record can be configured by role to ensure only data authorised for the user can be viewed or processed
AF352	Medications Management	Electronic Prescribing	Ability of the system to generate/record prescriptions digitally Adherence to legal and statutory requirements Support reconciliation and analysis Use patients preferences e.g. pharmacy of choice Support integration with GP solutions
AF353	Medications Management	Non-Medical Prescriptions	Support for Patient Group directions and non-medical prescribng including cross checking of correct patient Closed loop medicine administration Decision support engaged to identify mismatches
AF354	Care Administration	Workforce management	Ability to view and configure staff rosters and worklists based on capacity and acuity scores
AF355	Care Administration	Share summary patient data	the system to make summary patient records electronically accessible to services across the Trust and region and with the national care record
AF356	Interoperability	Integrated use and retrieval of patient data	The solution should be integrated such that data is retrieved at the point of use to ensure only up to date date is presented. This may include on demand retrieval of data from external systems rather than local storage of potentially stale copies
AF357	Decision Support	Triage support	System to provide recommendations to transfer patients based on configured best practice and evidence based guidance Processing must be part of a fully electronic transfer/discharge process System will generate appropriate alerts and manage workflow to capture clinical acknowledgement and approval/override
AF358	Patient Tracking	Track Patient Flow	Ability to visualise the patient journey showing all areas visited and the activities conducted at each step
AF359	Bed Management	Define bed management reporting	Ability to create standard reports showing bed management statistics. This must include the ability to define KPIs and measure captured bed management data against them.
AF360	Order Comms	AF360 Order Progression	System indicated the progression of an order through the lifecycle of an order
AF361	Order Comms	Order Prioritisation	The system will allow an urgency to be set when placing an order to ensure that urgent orders receive prioritised attention and an appropriate escalation of alerts to manage the timeliness of order processing
AF362	Patient Connection	Accessibility	The system will allow configuration of accessibility settings such as font size, colours etc
AF363	Consent Management	Emergency Consent	When emergency care is required and it is not possible to confirm consent in the normal way the system should record that consent was assumed in order to proceed with the necessary emergency care
AF364	Discharge (or admission/bed management)	Estimated Discharge Date	On admission the system should generate and Estimated Discharge Date (EDD) based on the SMOMED admission code. The EDD can be changed by: Manual override in cases where other factors may reduce or extend the likely length of stay Addition of a second SNOMED diagnosis code which will cause a automatic recalculation
AF365	Discharge	Referral on Discharge	The ability of the system to create a referral as part of the discharge process
AF366	Patient Record Management	Assign ownership	The ability of the system to assign an owner to a particular patient record and change the owner with a full audit trail of all owners assigned the record over time
AF367	Discharge	Configure Discharge Pathways	The System will allow pathways to discharge to be configured and amended as required. Include support for intermediate care beds Allow configuration of appropriate details for each mode of discharge
AF368	Bed Management	Pre-op Information	Provide views of pre-operative information Ability to overlay on ward dashboard view by patient view for bed(s)
AF369	Bed Management	Out of Area Beds	Overlay details of out of area beds on ward/department views
AF370	Bed Management	View Bed Status	The ability to view the status of a beds Bed availability Dirty / Infected Beds
AF371	Reporting	Produce Standard Reports	Produced all standard reports required by national bodies
AF372	Patient Record Management	Override Clinical Coding	The ability for a user to override the system provided clinical codes
AF373	Patient Record Management	Medical Spell Checker	The system will provide a medical spell checker
AF374	Patient Record Management	Session Persistence	The system will simplify recalling a recently used patient record by persisting working sessions so that if a user navigates away from the patient record temporarily they can easily return to it without having to search again for the record
AF375	Admissions and Transfers	Admit patient from primary care	The system need to be able to receive a patient transfer from a primary care system and create an admission record for the patient based on the data provided