PTF-01 to PTF-05

Core Requirement

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EPR MDF Core Capability

PTF-01.1 - Patient Transfer - Wristbands

As a Healthcare or Clinical Professional

I want to be able to track patients with allergies and, easily identify which allergies are present using patient wristbands

So that, I maintain patient safety

Acceptance criterion 1:

Given the need to identify and track patients with allergies

When the patient has a wristband

Then a barcode can be scanned or a manually read containing the patients allergies

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to identify patients using wristbands

When producing patient wristbands

Then patient wristbands must comply with Patient Identifiers for Identity Bands (ISB 0099) and related AIDC standards (DCB 1077 & ISB0108)

Application Function

Description

AF346 Create patient wristbands

Produce patient wristbands with bar code identification to allow patient to be identified and any relevant data such as allergies displayed

AF158 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.

Standards Compliance

• STD070 Patient Identifiers for Identity Bands - ISB 0099 Guidance

• STD003 AIDC for Patient Identification - DCB1077 Guidance (NHS Digital)

• STD004 AIDC: Automatic Identification and Data Capture - ISB 0108 Guidance

EPR MDF Core Capability

PTF-01.2 - Produce Wristbands

As a Healthcare or Clinical Professional

I want to create patient wrist bands with a barcode and, allergy alert wristbands

So that, I can ensure the patients allergies are correctly identified

Acceptance criterion 1:

Given the need to identify potential patient allergies

When delivering patient care

Then I can create a wristband that contains text or a barcode that can be read

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to identify patients using wristbands

When producing patient wristbands

Then patient wristbands must comply with Patient Identifiers for Identity Bands (ISB 0099) and related AIDC standards (DCB 1077 & ISB0108)

Application Function

Description

AF346 Create patient wristbands

Produce patient wristbands with bar code identification to allow patient to be identified and any relevant data such as allergies displayed

Standards Compliance

• STD070 Patient Identifiers for Identity Bands - ISB 0099 Guidance

• STD003 AIDC for Patient Identification - DCB1077 Guidance (NHS Digital)

• STD004 AIDC: Automatic Identification and Data Capture - ISB 0108 Guidance

• STD064 NHS Number for Secondary Care - ISB 0149-02 Guidance

EPR MDF Transformation & Innovation Capability

PTF-02.1 - Auto-Generate Task Lists

As a Clinical Professional,

I want the system to review details for a patient and auto generate a list of tasks for the patient

So that, it is quick and easy to generate generic tasks for a patient flow scenario

Acceptance criterion 1:

Given the need to review details for a patient

When the generating a list of tasks

Then a list of tasks is auto-generated for the patient

Application Function

Description

AF309Auto-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.

EPR MDF Transformation & Innovation Capability

PTF-02.2 - Assign Generic Tasks

As a Clinical Professional,

I want, to be able to assign generic patient linked tasks to different areas or personnel

So that, task creation for generic tasks is simple to create and assign

Acceptance criterion 1:

Given the need to generate a patient linked generic task

When assigning these tasks to different areas or personnel

Then task creation for generic tasks is simple to create and assign

Application Function

Description

AF303 Assign Tasks

The ability to enable an authorised user to assign/reassign tasks to a specific Clinician or team.

EPR MDF Transformation & Innovation Capability

PTF-02.3 - Timestamped Task History

As a Clinical Professional,

I want to be able to view task history for a patient and, see a timestamped task history

So that, I can monitor tasks in a workflow

Acceptance criterion 1:

Given the need view the task history

When reviewing the patient record

Then tasks are timestamped so I can see a chronological task history

Application Function

Description

AF302 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.

EPR MDF Transformation & Innovation Capability

PTF-02.4 - Connecting tasks

As a Clinical Professional,

I want to be able to add tasks to a patient workflow and, assign them to staff from within the patient record

So that, I can assign tasks from where I discover a need in the patient record

Acceptance criterion 1:

Given the quickly and simply add tasks

When viewing the patient record

Then tasks can be created and assigned from the patient record

Application Function

Description

AF315 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).

AF303 Assign Tasks

The ability to enable an authorised user to assign/reassign tasks to a specific Clinician or team.

EPR MDF Transformation & Innovation Capability

PTF-02.5 - Images

As a Clinical Professional,

I want to be able to attach an image to a task

and, include an image from a mobile Wi-Fi enabled device

So that, I can take images and add them to the record on the move

Acceptance criterion 1:

Given the need to add images to tasks

When creating tasks

Then images can be added to tasks on a desktop or mobile device

Application Function

Description

AF327 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

AF260 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 includes being able to include provide links to patient records including but not limited to:

• Forwarding test results

• Forwarded scanned images

EPR MDF Transformation & Innovation Capability

PTF-02.6 - Notifications

As a Clinical Professional,

I want to be able to notify staff that a task has been assigned to them

So that, I know they are aware of the task

Acceptance criterion 1:

Given the need to ensure staff are aware of new tasks

When creating and assigning tasks to other staff

Then the staff member is notified of a new task

Application Function

Description

AF315 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).

EPR MDF Transformation & Innovation Capability

PTF-02.7 - View Tasks Separately from Workflow

As a Clinical Professional,

I want to be able to view tasks in a configured list and, for the list to be separate from the workflow

So that, I can concentrate on just the tasks

Acceptance criterion 1:

Given the need to view tasks in a configured list

When review the task list

Then the tasks are presented in a configured list that is separate from the workflow

Application Function

Description

AF302 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.

EPR MDF Transformation & Innovation Capability

PTF-02.8 - Adjust Task Status

As a Clinical Professional,

I want, to be able to adjust task status

So that, I can record task status as I update

Acceptance criterion 1:

Given the need update the status of a task

When reviewing tasks

Then the tasks status can be manually adjusted

Application Function

Description

AF314 Update Tasks

The ability of the system to allow a clinican to pull in clinical content from the patient medical record to add context or provide additional free format information to the task.

AF304 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.

EPR MDF Transformation & Innovation Capability

PTF-02.9 - Sorting Tasks

As a Clinical Professional,

I want, to be able to sort tasks within the task view by status and type and, priority (criticality)

So that, I can view task priorities

Acceptance criterion 1:

Given the need to sort tasks

When reviewing tasks

Then the tasks can be sorted by status, type and priority (criticality)

Application Function

Description

AF302 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.

EPR MDF Transformation & Innovation Capability

PTF-02.10 - Task Type Identifiers

As a Clinical Professional,

I want, to be able to add task type and configurable identifiers

So that, I can easily identify tasks in my inbox

Acceptance criterion 1:

Given need to the view tasks by type and (configurable) identifiers

When reviewing tasks

Then the type and identifiers can be added to tasks

Application Function

Description

AF301 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.

AF306 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.

EPR MDF Transformation & Innovation Capability

PTF-03.1 - Clinical Workflow

As a Clinical Professional,

I want a clinical workflow to include all of the following; Registration, Assessment, diagnostics, plan, results review (clinician), follow up (based on results), clinically documents, referral, and discharge

So that, I can enter a complete record according to the clinical workflow

Acceptance criterion 1:

Given the need for a clinical workflow

When populating a patient record

Then a clinical workflow that includes: registration, assessment, diagnostics, plan, results review (clinician), follow up (based on results), clinically documents, referral, and discharge

Application Function

Description

AF315 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)

EPR MDF Transformation & Innovation Capability

PTF-03.2 - Paperless Workflow

As a Clinical Professional,

I want clinical workflow to be paperless and easy to use and,

and be configurable in order to take into account clinical team preferences

So that, my organisations workflow is tailored to my teams preferred ways of working

Acceptance criterion 1:

Given the need for a clinical workflow that is simple and paperless

When configuring a clinical workflow

Then a clinical workflow creation is simple, configurable and easy to use.

Application Function

Description

AF315 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).

AF309 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.

EPR MDF Transformation & Innovation Capability

PTF-03.3 - Flow Sheet

As a Clinical Professional,

I want, to be able to view observations over time, via a representation of the patient flow

So that, I can see observations in the patient flow and judge progress

Acceptance criterion 1:

Given the need to view observations over time

When reviewing a patients care record

Then observations are visible over time and in the patient flow.

Application Function

Description

AF231 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

EPR MDF Transformation & Innovation Capability

PTF-03.4 - Clinically Ready to Proceed

As a Clinical Professional,

I want, to be able to set an alert for 'clinically ready to proceed',

So that, I can show when a patient is ready to proceed to the next stage of care.

Acceptance criterion 1:

Given the need to be alerted for ‘clinically ready to proceed’

When reviewing a patients care progress

Then an alert is presented to the user

Application Function

Description

AF315 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).

AF174 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.

AF176 Configure alerts

The ability to configure alerts based on custom parameters to ensure alerts can be tailored to clinical need for a range of scenarios

EPR MDF Transformation & Innovation

PTF-03.5 - Auditable Alerts

As a Clinical Professional,

I want actions in the clinical patient flow to be auditable,

So that, I can check and report on actions.

Acceptance criterion 1:

Given I am looking at the audit trail for alerts,

When reviewing a patients care progress,

Then an alert and the reaction to that alert is shown.

Application Function

Description

AF175 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)

AF179 Decision Support Audit

The ability of an application to record when an alert is generated or responded to.

EPR MDF Transformation & Innovation Capability

PTF-03.6 - Digital Signature

As a Clinical Professional,

I want actions in the clinical patient workflow to be auditable by performer

and, the action to contain a digital signature of an identifiable performer

So that, it is demonstrably clear who performed the action and when

Acceptance criterion 1:

Given the need to audit the actions in the clinical patient workflow

When reviewing the clinical patient workflow

Then a digital signature of an identifiable performer is required

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Application Function

Description

AF304 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.

AF267 Audit

The ability to retain a timestamped audit record of messages exchanged between clinicians.

Standards Compliance

• STD045 Data Security & Protection Toolkit - DAPB0086: Data Security and Protection Toolkit

• STD085 The Core Information Standard - The Core Information Standard

• STD064 NHS Number for Secondary Care - ISB 0149-02 Guidance

EPR MDF Transformation & Innovation Capability

PTF-03.7 - Takeover of Workflow Record

As a Clinical Professional,

I want, a way of recording the owner (e.g. Consultant or Senior Clinician) of the patient record for audit purposes

and, a change of owner can be recorded and auditable

So that, there is continuous ownership of the record

Acceptance criterion 1:

Given the need to record the owner of the patient record

When auditing the patient record

Then a change of owner is recorded and auditable

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to process patient data

When accessing or sharing patient data

Then all appropriate information governance standards will be adhered to

Application Function

Description

AF324 Audit access to patient record

The ability of an application to provide comprehensive audit of all user actions including:

• All changes to patient records.

• Decision support responses

AF366 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

Standards Compliance

• STD045 Data Security & Protection Toolkit - DAPB0086: Data Security and Protection Toolkit

• STD085 The Core Information Standard - The Core Information Standard

• STD064 NHS Number for Secondary Care - ISB 0149-02 Guidance

EPR MDF Transformation & Innovation Capability

PTF-03.8 - Warnings

As a Healthcare or Clinical Professional,

I want, to be able to set warnings/alerts in the operational management settings

and, have overrides and advice supplied

So that, I have every opportunity to prevent 'Hard stops' occurring

Acceptance Criteria:

Given the need to set warning and alerts

When in the operation management settings

Then a warnings and alerts can be set to prevent 'hard stops'

Application Function

Description

AF315 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).

AF309 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.

EPR MDF Transformation & Innovation Capability

PTF-04.1 - Linking to Other Departments

As a Clinical Professional,

I want, to be able to view all departments in the system

and, the ability to update the patient's movements between them

So that, I can see the patient's journey and resources within departments

Acceptance criterion 1:

Given to monitor a patients movements

When reviewing the patient record

Then the patients movements are updated

Application Function

Description

AF358 Track Patient Flow

Ability to visualise the patient journey showing all areas visited and the activities conducted at each step

EPR MDF Transformation & Innovation Capability

PTF-05.1 - Tracking Patient Flow

As a Clinical Professional,

I want, to be able to track the patient flow through all areas that they pass through on their patient journey

So that, I can see and show patient pathways

Acceptance criterion 1:

Given to monitor a patients movements across the patient journey

When reviewing the patient record

Then the patient pathways can be seen

Acceptance criteria 2:

Given the identify a patient using their NHS number

When accessing or sharing patient data

Then all patient data must be associated with an NHS number

Acceptance criteria 3:

Given the need to identify patients using wristbands

When producing patient wristbands

Then patient wristbands must comply with Patient Identifiers for Identity Bands (ISB 0099) and related AIDC standards (DCB 1077 & ISB0108)

Application Function

Description

AF358 Track Patient Flow

Ability to visualise the patient journey showing all areas visited and the activities conducted at each step

Standards Compliance

• STD070 Patient Identifiers for Identity Bands - ISB 0099 Guidance

• STD003 AIDC for Patient Identification - DCB1077 Guidance (NHS Digital)

• STD004 AIDC: Automatic Identification and Data Capture - ISB 0108 Guidance

• STD064 NHS Number for Secondary Care - ISB 0149-02 Guidance

The full list of standards applicable to the secondary care setting are contained at the link below

• Secondary Care Standards

The following standards apply more specifically to the requirements on this page

• STD070 Patient Identifiers for Identity Bands - ISB 0099 Guidance

• STD003 AIDC for Patient Identification - DCB1077 Guidance (NHS Digital)

• STD004 AIDC: Automatic Identification and Data Capture - ISB 0108 Guidance

• STD045 Data Security & Protection Toolkit - DAPB0086: Data Security and Protection Toolkit

• STD085 The Core Information Standard - The Core Information Standard

• STD064 NHS Number for Secondary Care - ISB 0149-02 Guidance