MUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

EpicCM1 - manage Cases

As a Caseload Manager

I want to capture details of Patient/Service User cases (e.g. Referrals and Service Requests)

So that I can understand demand and use these to generate Caseloads and contact schedules

Acceptance criterion 1: create Case

Given that Referrals and Service Requests can be made

And that the user is permitted to create cases

When a new Referral or Service Request is received

Then the case can be created

And information about the case can be captured

Acceptance criterion 2: view Case

Given the user is permitted to view cases

When they choose to view a Patient/Service User's case

Then the Patient/Service User's case is displayed

Acceptance criterion 3: amend Case

Given the user is permitted to amend cases

When a change to a Patient/Service User's case is required

Then the Patient/Service User's case can be amended

Acceptance criterion 4: close Case

Given the user is permitted to close cases

When a case is no longer required

Then the case can be closed or made inactive

EpicCM2 - maintain Caseloads

As a Caseload Manager

I want to maintain Caseloads

So that staff and equipment are allocated to cases efficiently and Patients/Service Users receive optimum care

Acceptance criterion 1: create Caseload

Given that the user is permitted to create Caseloads

And the requirements for the Caseload have been defined (e.g. cases to be included and their priority, staff or equipment requirements)

When the user chooses to create a Caseload to support Patient/Service User care

Then the Caseload is created

Acceptance criterion 2: view Caseload

Given that the user is permitted to view Caseloads

And Caseloads have been created

When the user chooses to view a Caseload

Then the Caseload is displayed

Acceptance criterion 3: amend Caseload

Given that the user is permitted to amend Caseloads

When a change to the Caseload is required (e.g. additional cases added)

Then the Caseload can be amended

Acceptance criterion 4: delete Caseload

Given that the user is permitted to delete Caseloads

When the user chooses to delete a Caseload

Then the Caseload is deleted

Acceptance criterion 5: share Caseload with Health and Care Professionals

Given that the Caseload has been created

When the user chooses to share the Caseload

Then the Caseload can be shared with the relevant Health and Care Professionals

EpicCM3 - generate and manage contact schedules

As a Caseload Manager

I want to generate individual contact schedules

So that Health and Care Professionals can understand and manage their workload

Acceptance criterion 1: create contact schedule

Given that the user is permitted to create contact schedules

And the requirements for the contact schedule has been defined (e.g. applicable Staff Member, case contact frequency and duration of service)

When the user chooses to create a contact schedule for a Health or Care Professional

Then the contact schedule is created

Acceptance criterion 2: view contact schedule

Given that the user is permitted to view contact schedules

And a contact schedule has been created

When the user chooses to view a contact schedule for a Health or Care Professional

Then the contact schedule is displayed

Acceptance criterion 3: amend contact schedule

Given that the user is permitted to amend contact schedules

And a contact schedule has been created

When the user chooses to amend the contact schedule for a Health or Care Professional

Then the contact schedule is amended

Acceptance criterion 4: delete contact schedule

Given that the user is permitted to delete contact schedules

And a contact schedule has been created

When the user chooses to delete the contact schedule for a Health or Care Professional

Then the contact schedule is deleted

EpicCM4 - update Case details

As a Health or Care Professional

I want to be able to update the details for cases assigned to me

So that there is an accurate record of the case (e.g. contacts, status, outcome)

Acceptance criterion 1: update Case details

Given a case has been assigned to a Health or Care Professional

And the Health or Care Professional is permitted to update cases assigned to them

When the Health or Care Professional views a case

Then they are able to update the details held about the case

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