Enables a Patient/Service User to set up and manage a Personal Health Budget giving them more choice and control over the management of their identified healthcare and well-being needs.

EpicPB1 - manage Personal Health Budget

As a Patient/Service User

I want to manage my Personal Health Budget 

So that I can use my budget to deliver my desired health outcomes

Acceptance criterion 1: create Personal Health Budget

Given the Health or Care Professional has requested a Personal Health Budget

When they choose to create the Personal Health Budget 

Then the Personal Health Budget is created for the Patient/Service User

Acceptance criterion 2: choose an individual to manage Personal Health Budget

Given the Patient/Service User has been allocated a Personal Health Budget

When the Patient/Service User chooses an individual to manage their Personal Health Budget on their behalf

Then the individual can access the Personal Health Budget

And can make purchases on behalf of the Patient/Service User

Acceptance criterion 3: view Personal Health Budget

Given that the Patient/Service User has a Personal Health Budget 

And purchases have been entered

When the Patient/Service User chooses to view the Personal Health budget

Then the Personal Health Budget is displayed

Acceptance criterion 4: review Personal Health Budget

Given a Personal Health Budget and care plan has been set up for a Patient/Service User

When the Personal Health Budget is reviewed

Then a record of the review can be recorded against the Personal Health Budget

Acceptance criterion 5: amend Personal Health Budget

Given a Personal Health Budget and care plan have been set up for a Patient/Service User

When the Personal Health Budget is reviewed

Then the Personal Health Budget can be amended

Acceptance criterion 6: close Personal Health Budget

Given a Personal Health Budget and care plan have been set up for a Patient/Service User

When the Personal Health Budget is reviewed

Then a record of the review can be captured against the Personal Health Budget

And the Personal Health Budget can be closed or made inactive

EpicPB2 - record Personal Health Budget purchases

As a Patient/Service User

I want to be able to record Personal Health Budget purchases

So that I can evidence where my Personal Health Budget has been spent

Acceptance criterion 1: record Personal Health Budget purchase

Given that the Patient/Service User can access the Personal Health Budget Solution

When payment is made for products or services (by the NHS team, a Third party or the Patient/Service User)

Then evidence of how and on what the money has been spent (e.g. receipts, invoices, bank statements) can be captured

And this is recorded against the Personal Health Budget for the Patient/Service User

EpicPB3 - assess Personal Health Budgets

As a representative of the CCG

I want to be able to assess Personal Health Budgets

So that I can ensure that Budgets are only spent on appropriate products and services

Acceptance criterion 1: view purchase trail against the budget

Given the user has been permitted access to the Personal Health Budget

And the Personal Health Budget purchase has been recorded

When the user chooses to view the purchase trail against the budget

Then purchase trail against the budget is displayed

EpicPB4 - link Personal Health Budget with care plan

As a Patient/Service User

I want to link my care plan and Personal Health Budget 

So that I can ensure that my Personal Health Budget is spent in the way most likely to deliver my identified health and well-being outcomes

Acceptance criterion 1: link Personal Health Budget with care plan

Given a care plan has been created for a Patient/Service User

When the Personal Health Budget is created

Then the Budget and care plan for the Patient/Service User can be linked

And the care plan can be viewed

Acceptance criterion 2: link Purchases to elements on the care plan

Given a Personal Health Budget has been created for a Patient/Service User

And a care plan has been linked 

When items of spend are identified for purchase against the Personal Health Budget

Then the purchases can be linked to elements of the care plan

EpicPB5 - support different models for management of Personal Health Budgets

As a Care Coordinator or Local NHS Team

I want to choose a model to manage a particular Personal Health Budget

So that I can select the model that will be most appropriate and effective for the Patient/Service User and their Care Team

Acceptance criterion 1: support different management models

Given a Personal Health Budget has been assigned to a Patient/Service User

When the model to manage Personal Health Budgets is chosen (e.g. via the NHS Care Team, Third Party, direct payment or a combination of these)

Then different elements of the Budget can be assigned to the relevant model

And the agreed equipment, treatments or services can be purchased by the relevant individual or Third Party

EpicPB6 - apply criteria for the use of Personal Health Budgets

As a representative of the CCG

I want to apply criteria for the use of Personal Health Budgets

So that I can ensure the Budgets are used only by eligible Patients/Service Users

Acceptance criterion 1: eligible Patient/Service User

Given the Personal Health Budget eligibility criteria has been defined for Patients/Service Users (e.g. Adults eligible for NHS Continuing Healthcare and children receiving continuing care)

When the Patient/Service User is identified as eligible for a Personal Health Budget

Then the Personal Health Budget can be created for the Patient/Service User

EpicPB7 - payments under Personal Health Budgets

As a Health or Care Professional

I want to make payments relating to Personal Health Budgets

So that I can enable Patient/Service Users to access appropriate products and services

Acceptance criterion 1: pay for products or services

Given a Personal Health Budget is being managed with a model (e.g. via the NHS Care Team, Third Party, direct payment or a combination of these)

When the user chooses to make a payment for a product or service

Then a payment can be made

And the payment can be recorded against the relevant Personal Health Budget

EpicPB8 - maintain directory of equipment, treatments and services

As a Personal Health Budget Manager or Health or Care Professional

I want to be able to maintain a directory of equipment, treatments or services

So that I can use the directory to find relevant equipment, treatments or services 

Acceptance criterion 1: create directory of equipment, treatments and services

Given that the user is permitted to create a directory of equipment, treatments and services in the Personal Health Budget Solution

When the user chooses to create the directory of equipment, treatments and services in the Personal Health Budget Solution

Then the directory is created

Acceptance criterion 2: view directory of equipment, treatments and services

Given that the user is permitted to view the directory of equipment, treatments and services in the Personal Health Budget Solution

And the directory of equipment, treatments and services has been created in the Personal Health Budget Solution

When the user chooses to view the directory of equipment, treatments and services in the Personal Health Budget Solution

Then the directory is displayed

Acceptance criterion 3: amend directory of equipment, treatments and services

Given that a directory of equipment, treatments and services has been created in the Personal Health Budget Solution

When the user chooses to update the directory of equipment, treatments and services in the Personal Health Budget Solution

Then the directory is amended

Acceptance criterion 4: remove an item from the directory of equipment, treatments and services

Given that a directory of equipment, treatments and services has been created in the Personal Health Budget Solution

When the user chooses to remove an item from the directory of equipment, treatments and services in the Personal Health Budget Solution

Then then the item in the directory is removed

EpicPB9 - search a directory of equipment, treatments and services

As a Personal Health Budget Manager or Health or Care Professional

I want to be able to search a directory of equipment, treatments or services

So that I can identify and select the equipment, treatments or services that will support delivery of the Patient/Service User's healthcare outcomes

Acceptance criterion 1: search directory of equipment, treatments and services

Given that a directory of equipment, treatments and services has been created in the Personal Health Budget Solution

And search criteria have been defined

When the user chooses to search for equipment, treatment or services

Then the list of equipment, treatments or services that match the search criteria are displayed

EpicPB10 - manage multiple budgets

As a Personal Health Budget Manager

I want to manage budgets from multiple sources (e.g. those relating to health, care, education or other needs) as a single, joint budget

So that I can more easily manage and co-ordinate across all my needs

Acceptance criterion 1: manage multiple health and care budgets

Given a Personal Health Budget has been set up for a Patient/Service User

And the Patient/Service User holds further budgets (e.g. a social care Personal Budget) relating to their needs

When the Patient/Service User identifies they want to manage these as a joint budget

Then the multiple budgets can be managed as a single budget within the Personal Health Budget tool or system

And the Patient/Service User can use the single, joint budget to pay for agreed equipment, treatments or services across their health, care, education or other needs

EpicPB11 - link to Patient Record

As a Health or Care Professional

I want to be able to access the Patient Record for the Patient

So that I can confirm their medical history and understand their entitlement to a Personal Health Budget

Acceptance criterion 1: link to Patient Record

Given the Health or Care Professional has been permitted access to the Patient Record

When the user chooses to view the Patient Record

Then the Patient Record is displayed

EpicPB12 - link to Workflow

As a Health or Care Professional

I want to be able to create a workflow task from the Personal Health Budget Solution

So that I can send requests for information into the Patient/Service User's Practice (e.g. request for clinical information, request for confirmation of medical history)

Acceptance criterion 1: create Workflow task

Given the Health or Care Professional has been permitted to create Workflow Tasks

When the user chooses to create a Workflow task 

Then the Workflow task is created

And the task is directed into the workflow for the Practice

EpicPB13 - provider view

As a Service or Product Provider

I want to be able to view the purchases of my products or services

So that I can analyse and understand take-up of my products and services

Acceptance criterion 1: provider can view purchase information

Given a Provider's products or services are included in the Directory

And they are permitted to view information in the Personal Health Budget Solution

When they choose to view purchases of their products and services

Then purchase information relating to their products or services is displayed

EpicPB14 - Management Information

As a representative of the CCG

I want to analyse and report against data relating to Personal Health Budgets

So that I can use the results to plan and commission healthcare more effectively to meet the needs of Patients/Service Users 

Acceptance criterion 1: Management Information reporting

Given the user is permitted to run Management Information reports

When the user chooses to run a Management Information report

Then the Management Information report is displayed

EpicPB15 - identify candidates for Personal Health Budgets

As a representative of the CCG

I want to identify potential candidates eligible for Personal Health Budgets

So that Patients/Service Users can be proactively identified

Acceptance criterion 1: identify Patients/Service Users that are candidates for a Personal Health Budget

Given the CCG has defined criteria for prioritising Patient/Service User need

When the CCG representative inputs the criteria to identify Personal Health Budget candidates

Then the results for Patients/Service Users meeting the criteria are displayed

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

None

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
• Overarching Standards

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