Document Management v1.0.0

Owned by Devishree Nath (Unlicensed)
Last updated: 15-01-2020Version comment


IDC9
Version1.0.0
TypeCapability
StatusRetired
Effective Date 

Full Capability status only. For this Capability, Solutions are required to meet all MUST EPICs and associated acceptance criteria.

Description

Supports the secure management and classification of all forms unstructured electronic documents including those created by scanning paper documents. Also enables processing of documents and matching documents with Patients.


Outcomes

For General Practice:Providing functionality that supports the classification and storage of unstructured electronic documents (e.g. Word or PDF documents) either within electronic Patient Records or within a document library to reduce organisational and administrative overheads associated with document management.
For the wider NHS and social care system:Supporting standard classification systems to enable the use of automated and semi-automated processes for handling documents, increasing data security and reducing the burden of manual administrative processes.


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

Epic 1 - manage document classifications

As a Practice User

I want to manage document classifications

So that there are document classifications

Acceptance criterion 1: view document classifications

Given the Practice User is permitted to view document classifications

When the Practice User chooses to view a document classification

Then the document classification is displayed

Acceptance criterion 2: create document classifications

Given the Practice User is permitted to classify documents

When the Practice User chooses to create a document classification

Then the document classification is created

Acceptance criterion 3: amend document classifications

Given the Practice User is permitted to classify documents

When the Practice User chooses to amend a document classification

Then the document classification is amended

Acceptance criterion 4: delete document classifications

Given the Practice User is permitted to classify documents

When the Practice User chooses to delete a document classification

Then the document classification is deleted


Epic 2 - manage document properties

As a Practice User

I want to manage document properties

So that there are document properties

Acceptance criterion 1: view document properties

Given the Practice User is permitted to manage document properties

When the Practice User chooses to view document properties

Then the document properties are displayed

Acceptance criterion 2: create document properties

Given the Practice User is permitted to manage document properties

When the Practice User chooses to create document properties

Then the document properties are created

Acceptance criterion 3: amend document properties

Given the Practice User is permitted to manage document properties

When the Practice User chooses to amend document properties

Then the document properties are amended

Acceptance criterion 4: delete document properties

Given the Practice User is permitted to manage document properties

When the Practice User chooses to delete document properties

Then the document properties are deleted


Epic 3 - manage document attributes

As a Practice User

I want to manage document attributes

So that there are document attributes

Acceptance criterion 1: view document attributes

Given the Practice User is permitted to manage document attributes

When the Practice User chooses to view document attributes

Then the document attributes are displayed

Acceptance criterion 2: create document attributes

Given the Practice User is permitted to manage document attributes

When the Practice User chooses to create document attributes

Then the document attributes are created

Acceptance criterion 3: amend document attributes

Given the Practice User is permitted to manage document attributes

When the Practice User chooses to amend document attributes

Then the document attributes are amended

Acceptance criterion 4: delete document attributes

Given the Practice User is permitted to manage document attributes

When the Practice User chooses to delete document attributes

Then the document attributes are deleted


Epic 4 - manage document coded entries

As a Practice User

I want to manage document coded entries

So that there are document coded entries

Acceptance criterion 1: view document coded entries

Given the Practice User is permitted to manage document coded entries

When the Practice User chooses to view document coded entries

Then the document coded entries are displayed

Acceptance criterion 2: create document coded entries

Given the Practice User is permitted to manage document coded entries

When the Practice User chooses to create document coded entries

Then the document coded entries are created

Acceptance criterion 3: amend document coded entries

Given the Practice User is permitted to manage document coded entries

When the Practice User chooses to amend document coded entries

Then the document coded entries are amended

Acceptance criterion 4: delete document coded entries

Given the Practice User is permitted to manage document coded entries

When the Practice User chooses to delete document coded entries

Then the document coded entries are deleted


Epic 5 - document workflows

As a Practice User

I want document workflows

So that there are document workflows

Acceptance Criterion 1: document workflows

Given the Practice User is permitted to use document workflows

When the Practice User chooses to use document workflows

Then the document workflows are used


Epic 6 - manage document annotation

As a Practice User

I want document annotation

So that documents are annotated

Acceptance criterion 1:  create document annotation

Given the Practice User is permitted to annotate documents

When the Practice User chooses to create a document annotation

Then the document is annotated

Acceptance criterion 2:  amend document annotation

Given the Practice User is permitted to annotate documents

When the Practice User chooses to amend a document annotation

Then the document annotation is amended

Acceptance criterion 3:  delete document annotation

Given the Practice User is permitted to annotate documents

When the Practice User chooses to delete a document annotation

Then the document annotation is deleted


Epic 7 - search for documents

As a Practice User

I want to search for documents

So that I find documents

Acceptance criterion 1: search document properties

Given the Practice User is permitted to view documents

When the Practice User chooses to search for documents using document properties

Then the search results are displayed

Acceptance criterion 2: search document attributes

Given the Practice User is permitted to view documents

When the Practice User chooses to search for documents using document attributes

Then the search results are displayed

Acceptance criterion 3: search document coded entries

Given the Practice User is permitted to view documents

When the Practice User chooses to search for documents using coded entries

Then the search results are displayed


Epic 8 - search document content

As a Practice User

I want to search document content

So that I find results in the document content

Acceptance criterion 1: search document content

Given the Practice User is permitted to view documents

When the Practice User chooses to search the document content

Then the search results are displayed


Epic 9 - document and Patient matching

As a Practice User

I want documents to be matched with Patients

So that documents are matched with Patients

Acceptance criterion 1: match documents to Patients

Given the Practice User is permitted to match documents with Patients

When the Practice User chooses to match a document with a Patient

Then the document is matched with the Patient

Acceptance criterion 2: remove document and Patient matching

Given the Practice User is permitted to match documents with Patients

When the Practice User chooses to remove the match of a document with a Patient

Then the document is not matched with the Patient


Epic 10 - visually compare multiple documents

As a Practice User

I want to visually compare multiple documents

So that I can visually compare multiple documents

Acceptance Criterion 1: visually compare multiple documents

Given the Practice User is permitted to view documents

When the Practice User chooses to visually compare multiple documents

Then the multiple documents are displayed


Epic 11 - view any version of a document

As a Practice User

I want to view any version of a document

So that I can view each version of the document

Acceptance Criterion 1: view a version of a document

Given the Practice User is permitted to view documents

When the Practice User chooses to view a version of a document

Then that version of the document is displayed


Epic 12 - print documents

As a Practice User

I want to print documents

So that I can print documents

Acceptance Criterion 1: print documents

Given the Practice User is permitted to print documents

When the Practice User chooses to print a document

Then the document is printed


Epic 13 - export documents to new formats

As a Practice User

I want to export documents to new formats

So that there are exports of the documents in new formats

Acceptance Criterion 1: export documents

Given the Practice User is permitted to export documents

When the Practice User chooses to export a document in a format

Then the document is exported in that format


Epic 14 - document reports

As a Practice User

I want to view document reports

So that I can view document reports

Acceptance Criterion 1: document reports

Given the Practice User is permitted to view document reports

When the Practice User chooses to view a document report

Then the document report is displayed


Epic 15 - receipt of electronic documents 

As a Practice User

I want electronic documents to be received

So that electronic documents are received 

Acceptance criterion 1: automated receipt of electronic documents

Given the document is in an electronic format 

When the document is available to be received 

Then the document is automatically received

Acceptance criterion 2: manual receipt of electronic documents

Given the document is in an electronic format 

When the Practice User chooses to receive an electronic document  

Then the electronic document is received


Epic 16 - access Patient Record

As a Practice User

I want to access the Patient Record

So that I can access the Patient Record

Acceptance criterion 1: accessing Patient Record where identified

Given a Patient Record is identified

And the Practice User is permitted to view the Patient Record

When the Practice User chooses to access the Patient Record

Then the Patient Record is accessed



MAY Epics - All May Epics and Acceptance Criteria will be evaluated during the Capability Assessment Stage of On-boarding. However, these Epics are not mandatory and will not be used as part of the overall assessment of whether the Capability is fully met. Any May Epics that are assessed as met will be available to buyers via the Buying Catalogue.

Epic 17 - search for documents using document content

As a Practice User

I want to search for documents using document content

So that I find documents

Acceptance criterion 1: search document content

Given the Practice User is permitted to view documents

When the Practice User chooses to search for documents using document content

Then the search results are displayed


Capability Specific Standards

Suppliers will have to attain compliance with this Standard during the compliance stage before they can be live on a framework with this Capability:

  • Document Management - Standard


Other Applicable Standards

Suppliers will also have to attain compliance with these additional Standards during the compliance stage before they can be live on a framework with this Capability:

  • Interoperability Standard
  • Common Reporting
  • Management Information (MI) Reporting
  • Overarching Standards


Items on the Roadmap which impact or relate to this Capability

Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding

Generating page properties report...