Citizen Services Definition - Service - Patient

Allow the Patient to access the Practice enabled Citizen Services as configured by the Practice i.e. the Practice(s) holding the VUA (Verified User Account), including:

• Communicate with Practice
• Appointments Management - Citizen
• Order Prescriptions
• View Record

Allow a Patient with an OSA (Online Service Account) to only access the Limited Services – Appointments for OSA, as configured by the Practice i.e. the Practice holding the VUA.

See the Patient Information Maintenance - GP Capability for more information on access levels.

Citizen Services Definition - Service - Proxy

Allow the Proxy to access the Practice enabled Citizen Services as configured by the Practice i.e. the Practice(s) holding the VUA (Verified User Account), including:

• Communicate with Practice
• Appointments Management - Citizen
• Order Prescriptions
• View Record

See the the Patient Information Maintenance - GP Capability for more information on access levels.

Configuration – VUA Transparency - Patient

Citizen Services to support transparency of Citizen Service registration and management.

The Patient is able to view all relevant information regarding:

1. Their VUA (see E00166 in the Patient Information Maintenance - GP Capability for VUA creation)
2. Service Access configured/enabled for the VUA-Patient Association

Relevant information to be shown:

• Practice details including:
  • Practice name
  • Practice address
  • Telephone number
• VUA demographics 
• VUA preferences
• The Patient Record with which they are associated:
  • Patient demographics including:
    • Title
    • Forename
    • Family name
    • Date of birth
    • NHS Number
    • Preference details

Configuration – VUA Transparency - Proxy

Citizen Services to support transparency of Citizen Service registration and management.

The Proxy is able to view all relevant information regarding:

1. Associated Patients for whom they are a Proxy and
2. Service Access configured/enabled for each VUA-Patient Association

Relevant information to be shown:

• Practice details including:
  • Practice name
  • Practice address
  • Telephone number
• VUA demographics 
• VUA preferences
• Patient Record(s) with which they are associated:
  • Patient demographics including:
    • Title
    • Forename
    • Family name
    • Date of birth
    • NHS Number
    • Preference details
  • VUA-Patient Association(s) including:
    • VUA Demographics
      • Only title, forename and family name can be shared between Proxies with a VUA-Patient Association of type ‘Proxy’ to restrict sensitive data being shared
    • Type of association
    • Services registered for associated Patients
    • Status and/or start and end dates

Citizen Services Usage Transparency - Patient

Citizen Services to support full transparency of Citizen Services Usage by displaying information including:

• Usage of Citizen Services including detail of the Service and/or Record Access Level
• Account Linkage
• Previous usage of Citizen Services, including detail of the Service and/or Record Access Level

Previous usage to only display to Patients once the VUA-Patient Association has been established

Citizen Services Usage Transparency - Proxy

Citizen Services to support full transparency of Citizen Services Usage by displaying information including:

• Which Proxies have accessed Citizen Services for the Patient
• Usage of Citizen Services including detail of the Service and/or Record Access Level
• Account Linkage
• Previous usage of Citizen Services, including detail of the Service and/or Record Access Level

Previous usage to only display to Proxies once the VUA-Patient Association has been established

Where there are multiple Proxies, usage information for all Proxies to be transparent between each Proxy. Such transparency is in relation to Citizen Services Usage regarding mutually associated Patient Record(s) only.

Contact Details Verification - Patient

Verification to be initiated by Citizen Services Solution when contact details are recorded via this Solution, notifying the Patient of successful verification.

Contact Details that require validation/verification include:

• Email Address
• Phone Number

See E00201 in the Patient Information Maintenance - GP Capability for further information

Contact Details Verification - Proxy

Verification to be initiated by Citizen Services Solution when contact details are recorded via this Solution, notifying the Proxy of successful verification.

Contact Details that require validation/verification include:

• Email Address
• Phone Number

See E00201 in the Patient Information Maintenance - GP Capability for further information

Contact Details Validation - Patient

Validate the format/structure of any Contact Details that a Patient is amending e.g. mobile phone number will not include letters or special characters, email address will include an @.

Contact Details Validation - Proxy

Validate the format/structure of any Contact Details that a Proxy is amending e.g. mobile phone number will not include letters or special characters, email address will include an @.

System Configuration – Transparency of Audit Trail Information - Patient

Aside from the requirements detailed in Citizen Access - The Patient can view current/historic Audit Trail information e.g. Citizen Services registration and Management Information

System Configuration – Transparency of Audit Trail Information - Proxy

Aside from the requirements detailed in Citizen Access - The Proxy can view current/historic Audit Trail information e.g. Citizen Services registration and Management Information

Citizen Services Account Creation - Patient

Allow a Patient to:

• Create a unique Citizen Services Account
• Create/obtain Citizen Services Account Credentials e.g. by creating a Username & Password, by integrating a web Single Sign On (SSO) service or by associating a device identifier (such as Mobile Phone Identity IMEI - International Mobile Equipment Identity number)
• Set up security questions for use when Citizen Services Account Credentials has been forgotten.

All Citizen Services Account Credentials to be created/assigned as per Authentication standards.

Citizen Services Account Creation - Proxy

Allow a Proxy to:

• Create a unique Citizen Services Account
• Create/obtain Citizen Services Account Credentials e.g. by creating a Username & Password, by integrating a web Single Sign On (SSO) service or by associating a device identifier (such as Mobile Phone Identity IMEI - International Mobile Equipment Identity number)
• Set up security questions for use when Citizen Services Account Credentials has been forgotten.

All Citizen Services Account Credentials to be created/assigned as per Authentication standards.

Citizen Services Account Linkage - Patient

Establish a connection between an Online Service Account (OSA) and a Verified User Account (VUA) Account in the Patient Information Maintenance - GP (PIM) Solution.

Allow the Patient to enter VUA Credentials and Demographics. Confirm, in conjunction with the Patient Information Maintenance - GP (PIM) Solution, that information provided is a successful match.

Where Account Linkage is successful, the Patient to be informed of the successful linkage.

Once an Online Service Account has been linked to a VUA this then becomes a Linked Online Service Account (LOSA). 

Where Account Linkage is attempted but is unsuccessful:

• If a VUA is not found in the PIM Solution, Citizen Services to provide sufficient information via the Interface Mechanism for an ‘Inactive’ VUA to be created.
• If a VUA is found, but the specific VUA-Patient Association is not ‘Active’, Citizen Services to inform the Patient of their need to visit the Practice to complete the VUA registration.

Any Account Linkage that exists between a Citizen Services Account and an ‘Inactive’ VUA, a ‘Live’ VUA with regards to an ‘Inactive’ VUA-Patient Association (e.g. the Legal Basis for the association is yet to be established/recorded) will result in that individual having limited access as per the Online Service Account (OSA) for that Patient

The implementation of some aspects of such a requirement will need to be addressed between Suppliers during Pairing Integration i.e. PIM Solution can request the additional information required to confirm a match and enable Account Linkage between VUA and Citizen Services.

For VUA credentials reminder see: Citizen Access

For password management see GP-IG-2.2-3  

Citizen Services Account Linkage - Proxy

Establish a connection between an Online Service Account (OSA) and a Verified User Account (VUA) Account in the Patient Information Maintenance - GP (PIM) Solution.

Allow the Proxy to enter VUA Credentials and Demographics. Confirm, in conjunction with the Patient Information Maintenance - GP (PIM) Solution, that information provided is a successful match.

Where Account Linkage is successful, the Proxy to be informed of the successful linkage.

Once an Online Service Account has been linked to a VUA this then becomes a Linked Online Service Account (LOSA). 

Where Account Linkage is attempted but is unsuccessful:

• If a VUA is not found in the PIM Solution, Citizen Services to provide sufficient information via the Interface Mechanism for an ‘Inactive’ VUA to be created.
• If a VUA is found, but the specific VUA-Patient Association is not ‘Active’, Citizen Services to inform the Proxy of their need to visit the Practice to complete the VUA registration.

Any Account Linkage that exists between a Citizen Services Account and an ‘Inactive’ VUA, a ‘Live’ VUA with regards to an ‘Inactive’ VUA-Patient Association (e.g. the Legal Basis for the association is yet to be established/recorded) will result in that individual having limited access as per the Online Service Account (OSA) for that Patient

The implementation of some aspects of such a requirement will need to be addressed between Suppliers during Pairing Integration i.e. PIM Solution can request the additional information required to confirm a match and enable Account Linkage between VUA and Citizen Services.

Account Linkage can occur between a Citizen Services Account and multiple VUAs e.g. if an individual has a VUA-Patient Association of Type ‘Self’ at one Practice and also a VUA-Patient Association of Type ‘Proxy’ for a Patient registered at a different Practice.

For VUA credentials reminder see: Citizen Access

For password management see GP-IG-2.2-3  

Patient Selection - Proxy

Allow the Proxy to select the Patient with whom they have a VUA-Patient Association with, this will allow the Proxy to undertake activities for the Patient via Citizen Services.

The Patient selected will be clearly displayed throughout the activities.

Switch Patient

Proxies to have the ability to switch Patients within the session without the need to re-authenticate (log out and back in) to Citizen Services.

Welcome Message/Practice Information Display

Display a page with a welcome message/information when logging into Citizen Services.

See E00202 in the Patient Information Maintenance - GP Capability for defining the welcome message 

GP-SPFS-5.1-08

Citizen Notifications - Patient

Indicate to the Patient a successful action via Citizen Services for the following areas

• Management of Appointments
• Patient-Practice Communications
• Requesting of Prescriptions
• Citizen Services requests

Where unsuccessful (including system errors or Appointment conflict) alert the Patient, with the ability to choose to either directly reattempt the action or abandon the activity.

CA10

Citizen Notifications - Proxy

Indicate to the Proxy a successful action via Citizen Services for the following areas

• Management of Appointments
• Patient-Practice Communications
• Requesting of Prescriptions
• Citizen Services requests

Where unsuccessful (including system errors or Appointment conflict) alert the Proxy, with the ability to choose to either directly reattempt the action or abandon the activity.

Citizen Notification – Service Access Update - Patient

Indicate to a Patient via Citizen Services where:

• A Service is available
• A Service is no longer available

Citizen Notification – Service Access Update - Proxy

Indicate to a Proxy via Citizen Services where:

• A Service is available
• A Service is no longer available

Record Management Requests - Patient

Allow the Patient to make updates to Demographics and Preferences for:

• The Patient can update Patient Demographic and/or Preference details where they have a VUA-Patient Association of type 'Self'

Demographics and Preferences for which updates can be made to include at least:

• Title
• Forename(s)
• Family Name
• Contact Details
  • Communication Preference(s)
  • Postal Address 
  • At least one Telephone Number (and associated category e.g. Mobile)
  • Email Address 
• Marital Status

Detail of such requests to be provided to the Patient Information Maintenance - GP Solution to enable Practice Users to review the requested change and accept or reject all or part of the update i.e. any changes requested by a Citizen requires Practice confirmation prior to the data being updated.

Record Management Requests - Proxy

Allow the Proxy to make updates to Demographics and Preferences for:

• Patient Demographic and/or Preference details for a Patient with whom they have a VUA-Patient Association of type 'Proxy', providing the Patient (individual) does not have a live VUA Account.
• The Proxy will be able to record multiple different contact details and Preferences for use with any subsequent Proxy Association where the VUA-Patient Association is of type ‘Proxy’.

Demographics and Preferences for which updates can be made to include at least:

• Title
• Forename(s)
• Family Name
• Contact Details
  • Communication Preference(s)
  • Postal Address 
  • At least one Telephone Number (and associated category e.g. Mobile)
  • Email Address 
• Marital Status

Detail of such requests to be provided to the Patient Information Maintenance - GP Solution to enable Practice Users to review the requested change and accept or reject all or part of the update i.e. any changes requested by a Proxy requires Practice confirmation prior to the data being updated.

Request for a new VUA-Patient Association - Patient

Allow a Patient to create a VUA request by entering Patient Demographic Details (Title, Forename, Family Name, Address and date of birth) i.e. begin the VUA Creation/Registration process via Citizen Services by

• creating an ‘Inactive’ VUA with a Citizen Services Request Status of Requested

or by

• updating an existing VUA with a new VUA-Patient Association

A proposed VUA -Patient Association to be recorded in the Patient Information Maintenance (PIM) Solution, but no assurance of the relationship has occurred; therefore, access will be limited to the OSA Appointments functionality (even if VUA Identity Verification has been previously undertaken) until Assurance of the Relationship of the VUA-Patient Association occurs.

In all instances the request will not result in immediate change of Access as the Practice will need to action the request by updating the VUA within the PIM Solution (e.g. undertaking Identity Verification and establishing a Legal Basis for the Relationship).

See DCB3051 for Identity Verification and Authentication Standard for Digital Health and Care Services

Request for a new VUA-Patient Association - Proxy

Allow a Proxy to create a VUA request for a Patient by entering Patient Demographic Details (Title, Forename, Family Name, Address and date of birth) i.e. begin the VUA Creation/Registration process via Citizen Services by

• creating an ‘Inactive’ VUA with a Citizen Services Request Status of Requested

or by

• updating an existing VUA with a new VUA-Patient Association

A proposed VUA -Patient Association to be recorded in the Patient Information Maintenance (PIM) Solution, but no assurance of the relationship has occurred; therefore, access will be limited to the OSA Appointments functionality (even if VUA Identity Verification has been previously undertaken) until Assurance of the Relationship of the VUA-Patient Association occurs.

In all instances the request will not result in immediate change of Access as the Practice will need to action the request by updating the VUA within the PIM Solution (e.g. undertaking Identity Verification and establishing a Legal Basis for the Relationship).

See DCB3051 for Identity Verification and Authentication Standard for Digital Health and Care Services

Last Access - Patient

When logging in and throughout the usage of Citizen Services, indicate to the Patient of their most recent authentication (date & time) to Citizen Services.

Last Access - Proxy

When logging in and throughout the usage of Citizen Services, indicate to the Proxy of their most recent authentication (date & time) to Citizen Services.

Request for updated Service Access - Patient

Allow a Patient to request to amend their Service Access for an existing VUA-Patient Association

The request will not result in immediate change of Access as the Practice will need to action the request by updating the VUA within the Patient Information Maintenance Solution (e.g. undertaking Identity Verification and establishing a Legal Basis for the Service Access), unless:

• a ‘Live’ VUA with VUA-Patient Association of Type ‘Self’ is requesting Access to Services and/or Record Access Levels that are already enabled at a Practice and Patient Level

or

• the Patient is asking for Service Access or the entire VUA to be restricted / disabled

Request for updated Service Access - Proxy

Allow a Proxy to request to amend their Service Access for an existing VUA-Patient Association

A Proxy will not be able to request update to Service Access details for any other Proxy.

The request will not result in immediate change of Access as the Practice will need to action the request by updating the VUA within the Patient Information Maintenance Solution (e.g. undertaking Identity Verification and establishing a Legal Basis for the Service Access), unless:

• the Proxy is asking for Service Access or the entire VUA to be restricted / disabled

GP-SPFS-5.3-05

Request Notification - Patient

Notify the Patient via Citizen Services of the outcome of their Citizen Access (i.e. VUA Status updates)

Request Notification - Proxy

Notify the Proxy via Citizen Services of the outcome of their Citizen Access (i.e. VUA Status updates)

GP-SPFS-5.3-06

VUA Credentials Reminder - Patient

Enable the Patient to be reminded of their VUA Credentials.

This is to allow other Citizen Services to be used by the Patient when required (e.g. Supplier B gives functionality that is not available from Supplier A)

VUA Credentials include:

• Practice ODS Code
• VUA ID
• VUA Linkage Key

VUA Credentials Reminder to only occur via Citizen Services where the VUA is ‘Live’.

See E00166 in the Patient Information Maintenance - GP Capability for generating VUA Credentials within a Practice

CA17

VUA Credentials Reminder - Proxy

Enable the Proxy to be reminded of their VUA Credentials.

This is to allow other Citizen Services to be used by the Proxy when required (e.g. Supplier B gives functionality that is not available from Supplier A)

VUA Credentials include:

• Practice ODS Code
• VUA ID
• VUA Linkage Key

VUA Credentials Reminder to only occur via Citizen Services where the VUA is ‘Live’.

See E00166 in the Patient Information Maintenance - GP Capability for generating VUA Credentials within a Practice

VUA Linkage Key Reset - Patient

• When a Patient requests an Account Linkage Key reset via Citizen Services:
  • All access to Citizen Services via any Citizen Services with regards to each/every VUA-Patient Association will be terminated (i.e. the VUA becomes 'inactive)
  • Patient Information Maintenance Solution informed via the Interface Mechanism of a ‘Compromised Credentials’ Reason for Inactivity. 
  • The Patient will need to undertake Identity Verification in order to be provided with new VUA Credentials.
  • The Patient to be able to confirm a reset is required to give opportunity to cancel out of the process and carry on using Citizen Services 

See E00166 in the Patient Information Maintenance - GP Capability for generating VUA Credentials within a Practice

See DCB3051 for Identity Verification and Authentication Standard for Digital Health and Care Services

VUA Linkage Key Reset - Proxy

• When a Proxy requests an Account Linkage Key reset via Citizen Services:
  • All access to Citizen Services via any Citizen Services with regards to each/every VUA-Patient Association will be terminated (i.e. the VUA becomes 'inactive)
  • Patient Information Maintenance Solution informed via the Interface Mechanism of a ‘Compromised Credentials’ Reason for Inactivity. 
  • The Proxy will need to undertake Identity Verification in order to be provided with new VUA Credentials.
  • The Proxy to be able to confirm a reset is required to give opportunity to cancel out of the process and carry on using Citizen Services 

See E00166 in the Patient Information Maintenance - GP Capability for generating VUA Credentials within a Practice

See DCB3051 for Identity Verification and Authentication Standard for Digital Health and Care Services

Access Update Notification - Patient

Indicate to the Patient within Citizen Services of any update to their Access, including where:

• A VUA-Patient Association has been removed e.g.
  • Where the Patient has moved Practices,
  • The Patient has withdrawn consent
• Service Access for a VUA-Patient Association has been changed e.g.
  • Upon action of their request or
  • Where access for a Patient is automatically updated in the Patient Information Maintenance Solution

See Citizen Access for notifications via Citizen Services

Access Update Notification - Proxy

Indicate to the Proxy within Citizen Services of any update to their Access, including where:

• A VUA-Patient Association has been removed e.g.
  • Where the Patient has moved Practices,
  • The Patient has withdrawn consent or
  • The Patient has reached an age of 16 resulting in automatic removal of a Proxy
• Service Access for a VUA-Patient Association has been changed e.g.
  • Upon action of their request or
  • Where access for a Citizen is automatically updated in the Patient Information Maintenance Solution such as  Proxy access upon the 11th birthday of the Patient

See Citizen Access for notifications via Citizen Services

Citizen Communication/Notification - Patient

Any communication directly between Citizen Services and the Patient containing or based on information from the Patient Information Maintenance (PIM) Solution to use the Patient's Preferred Verified Contact Details (as obtained from the PIM Solution)

• Where Preferred Verified Contact Details have not been recorded, any verified Contact Details to be used.
• Where no Contact Details have been verified, Patient to be informed via any Contact Details provided, however, Patient Details (with the exception of Patient Name (Title, Forename(s) and Family Name) will not be included within the Communication

Citizen Communication/Notification - Proxy

Any communication directly between Citizen Services and the Proxy containing or based on information from the Patient Information Maintenance (PIM) Solution to use the Proxy's Preferred Verified Contact Details (as obtained from the PIM Solution)

• Where Preferred Verified Contact Details have not been recorded, any verified Contact Details to be used.
• Where no Contact Details have been verified, Proxy to be informed via any Contact Details provided, however, Patient Details (with the exception of Patient Name (Title, Forename(s) and Family Name) will not be included within the Communication