For a Patient:

The ability to access medical services as and when they are needed.

For the GP Practice:

The effective management of time, personnel, and resources to ensure all Patients have timely access to appropriate medical services, and that Staff Members can undertake their responsibilities efficiently.

For the wider NHS and social care system:

The efficient management of Appointments, allocation of resources and movement of Patients across Primary Care to best support the needs of all Patients.

E00219 - manage Appointments for Patients

As a Health or Care Professional

I want to manage Appointments for Patients

So that Patients have access to medical services

Acceptance criterion 1: book Appointments for Patients

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to book an Appointment for a Patient

Then the location of the Appointment is recorded

And the date of the Appointment is recorded

And the start time of the Appointment is recorded

And the end time of the Appointment is recorded

And the Health or Care Professional who the Appointment is with can be recorded

And the

mode of

Appointment is recorded

And the reason for the Appointment is recorded

And the method of booking the Appointment is recorded

And the Appointment is booked for that Patient

Acceptance criterion 2: view Appointments for Patients

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view information for an Appointment for a Patient

Then the Appointment is displayed

Acceptance criterion 3: amend Appointments for Patients

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to amend an Appointment for a Patient

Then the Appointment is amended for that Patient

Acceptance criterion 4: cancel Appointments for Patients

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to cancel an Appointment for a Patient

Then the Appointment is cancelled for that Patient

E00220 - manage Sessions

As a Health or Care Professional

I want to manage Sessions for the Healthcare Organisation

So that Appointment availability for each Session can be defined for the Healthcare Organisation

Acceptance criterion 1: create a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to create a Session 

Then the Session is created

Acceptance criterion 2: view a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to view a Session

Then the Session is displayed

Acceptance criterion 3: amend a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to amend a Session 

Then the Session is amended

Acceptance criterion 4: cancel a Session

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to cancel a Session 

Then the Session is cancelled

E00221 - manage Appointment Slots within a Session

As a Health or Care Professional

I want to manage Appointment Slots within a Session for the Healthcare Organisation

So that periods of Appointment availability can be defined

Acceptance criterion 1: create an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to create an Appointment Slot

Then the Appointment Slot is created

Acceptance criterion 2: view an available Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to view an Appointment Slot

Then the Appointment Slot is displayed

Acceptance criterion 3: amend an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to amend an Appointment Slot

Then the Appointment Slot is amended

Acceptance criterion 4: delete an Appointment Slot

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to delete an Appointment Slot 

Then the Appointment Slot is deleted

E00222 - record National Slot Type Category for Appointment Slots

As a Health or Care Professional

I want to record the National Slot Type Category for Appointment Slots

So that Appointments and Appointment Slots are categorised using nationally defined categories

Acceptance criterion 1: record National Slot Type Category for Appointment Slots

Given the Health or Care Professional is permitted to manage Appointment Slots within a Session

When the Health or Care Professional selects to record the National Slot Type Category for an Appointment Slot

Then the National Slot Type Category is recorded

E00223 - record Appointment status

As a Health or Care Professional

I want to record the status of Appointments for Patients

So that Appointment availability is accurate and the outcome for booked Appointments can be recorded

Acceptance criterion 1: update the Appointment status to Booked

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional books an Appointment for a Patient

Then the status of that Appointment is recorded as Booked

Acceptance criterion 2: update the Appointment status to Complete

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Complete

Then the status of that Appointment is recorded as Complete

Acceptance criterion 3: update the Appointment status to Did Not Attend (DNA)

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record the status of Did Not Attend (DNA)

Then the status of that Appointment is recorded as Did Not Attend (DNA) for the Patient

E00224 - display a combined view of a Patient’s future and historical Appointments

As a Health or Care Professional

I want to view future and historical Appointments for a Patient in a combined view

So that I can view the Patient’s future and historical Appointments

Acceptance criterion 1: combined view of future and historical Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view future and historical Appointments for a Patient in a combined view

Then future Appointments for the Patient are displayed

And historical Appointments for the Patient are displayed

E00225 - display Patient Alerts

As a Health or Care Professional

I want Patient Alerts to be displayed when I manage Appointments for a Patient

So key characteristics relating to the Patient are indicated to the Health or Care Professional

Acceptance criterion 1: display Patient alert

Given the Health or Care Professional is permitted to manage Appointments

And a Patient Alert is recorded for that Patient

When the Health or Care Professional selects to manage Appointments for a Patient

Then the Patient Alert is displayed

E00226 - GP Connect - Appointments Management

As a Health or Care Professional

I want to enable booking of Appointments for Patients at the GP Practice by other Healthcare Organisations via GP Connect

So that Appointments can be booked for Patients by other Healthcare Organisations

Acceptance criterion 1: share Appointment availability data with other Healthcare Organisations

Given the Health or Care Professional is permitted to manage Appointment availability data

When the Health or Care Professional selects to share Appointment availability data with other Healthcare Organisations using GP Connect

Then Appointment availability data is shared with other Healthcare Organisations

Acceptance criterion 2: Appointment booking at my GP Practice by other Healthcare Organisations

Given there is Appointment availability data to be shared with other Healthcare Organisations

When the Health or Care Professional at another Healthcare Organisation selects to book an Appointment at the GP Practice on behalf of a Patient using GP Connect

Then the Appointment is booked at the GP Practice

E00227 - General Practice Appointments Data Reporting

As a Health or Care Professional

I want to submit General Practice Appointments Data to NHS Digital

So that information can be submitted to NHS Digital to support capacity planning and management

Acceptance criterion 1: create General Practice Appointments data for submission

Given there is Appointments Data to be submitted by the Solution

When the creation of the General Practice Appointments data file is triggered

Then the General Practice Appointments data file is created

E00184 - GP Data for Planning and Research

As a Health or Care Professional

I want to submit GP Data for Planning and Research data to NHS Digital

So that information can be submitted to NHS Digital to enable planning and research

Acceptance criterion 1: create GP Data for Planning and Research data for submission

Given there is GP Data to be submitted by the Solution

When the creation of the GP Data for Planning and Research data file is triggered

Then the GP Data for Planning and Research data file is created

E00109 - submit Management Information (MI) data to NHS Digital

As a Health or Care Professional

I want Management Information (MI) data to be sent to NHS Digital on behalf of my Healthcare Organisation

So that aggregated counts of information can be submitted to NHS Digital to enable monitoring

Acceptance criterion 1: create Management Information (MI) data for submission

Given there is Management Information (MI) data to be submitted by the Solution

When the creation of the Management Information (MI) data file is triggered

Then the Management Information (MI) data file is created

E00229 - search available Appointment Slots

As a Health or Care Professional

I want to search for available Appointment Slots

So that I can identify which Appointment Slots are available to book

Acceptance criterion 1: search for available Appointment Slots

Given the Health or Care Professional is permitted to search for available Appointment slots within a Session

When the Health or Care Professional selects to search available Appointment slots

Then the search results are displayed

E00230 - view a summary of a Patient’s Appointment history

As a Health or Care Professional

I want to view a summary of a Patient’s Appointment history

So that I can view a summary of the Patient’s Appointment history

Acceptance criterion 1: view a summary of a Patient’s Appointment history

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view a summary of a Patient’s Appointment history

Then the Patient’s Appointment history is displayed

E00231 - record Non-human resources for an Appointment

As a Health or Care Professional

I want to record Non-human resources required to support Appointments

So that Non-human resources are recorded for Appointments

Acceptance criterion 1: record Non-human resources required for an Appointment

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record Non-human resources required for an Appointment

Then the Non-human resources required for an Appointment are recorded

E00232 - book Appointments not linked to a Patient

As a Health or Care Professional

I want to record Appointments that are not linked to a Patient

So that I can book Appointments that are not linked to a Patient

Acceptance criterion 1: book Appointment not linked to a Patient

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to book an Appointment that is not linked to a Patient

Then an Appointment that is not linked to a Patient is booked

E00233 - record other attendees for an Appointment

As a Health or Care Professional

I want to record other attendees who will attend the Appointment

So that I have a record of all individuals who will attend the Appointment

Acceptance criterion 1: record other attendees for an Appointment

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record any other attendees for an Appointment

Then the other attendees for an Appointment are recorded

E00234 - re-schedule Appointments

As a Health or Care Professional

I want to reschedule Appointments

So that Appointments are rescheduled for Patients when the original Appointment is no longer suitable

Acceptance criterion 1: reschedule Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to reschedule an Appointment

Then the the previous Appointment is cancelled

And the Appointment is rescheduled

E00235 - record non-time bound Appointments

As a Health or Care Professional

I want to record non-time bound Appointments for Patients

So that Patients have access to medical services when they don’t have a scheduled Appointment

Acceptance criterion 1: record non-time bound Appointments for Patients

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to record a non-time bound Appointment for a Patient

Then the non-time bound Appointment is recorded for the Patient

E00236 - automatically record status of Did Not Attend (DNA) for Appointments

As a Health or Care Professional

I want a status of Did Not Attend to be automatically recorded for Appointments when Patients have not arrived within a set period

So that I don’t need to update the status for these Appointments manually

Acceptance criterion 1: update the Appointment status to Did Not Attend

Given there is an Appointment with the status of Booked

When a set period of time has expired since the specified time of the Appointment

Then the status of that Appointment is automatically updated to Did Not Attend

E00237 - configure delayed release Appointment Slots

As a Health or Care Professional

I want to configure Appointment Slots so they only become bookable within a defined time period before the Slot date and time

So that I can control when certain Appointment Slots are available to be booked

Acceptance criterion 1: configure delayed release Appointment Slots

Given the Health or Care Professional is permitted to manage Appointment Slots for the Healthcare Organisation

When the Health or Care Professional selects to configure the time period for when an Appointment Slot becomes available

Then the Appointment Slot is configured

And the Appointment Slot only becomes available for booking as per the configuration

E00238 - filter the combined view of a Patient’s Appointments

As a Health or Care Professional

I want to filter the combined view of a Patient’s Appointments

So that I can view only the elements of the combined view of a Patient’s Appointments that are required

Acceptance criterion 1: filter the combined view of a Patient’s Appointments

Given the Health or Care Professional is permitted to view a combined view of a Patient’s Appointments

When the Health or Care Professional selects to view the combined view of a Patient’s Appointments

And the Health or Care Professional selects to apply filters

Then the combined view of a Patient’s Appointments is displayed with the filter applied

E00239 - display a combined view of available Appointment Slots and booked Appointments for the Healthcare Organisation

As a Health or Care Professional

I want to see available Appointments Slots and booked Appointments for the Healthcare Organisation in a combined view

So that all Appointment Slots and booked Appointments can easily be viewed to help manage Appointments

Acceptance criterion 1: combined view of available Appointment Slots and booked Appointments

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to view available Appointment Slots and booked Appointments for the Healthcare Organisation in a combined view

Then available Appointment Slots for the Healthcare Organisation are displayed

And booked Appointments for the Healthcare Organisation are displayed

And a combined view of available Appointments Slots and booked Appointments for the Healthcare Organisation is displayed

E00240 - view Appointment dashboard for the Healthcare Organisation

As a Health or Care Professional

I want to view an Appointment dashboard for the Healthcare Organisation

So that I can view Appointment utilisation and capacity for the Healthcare Organisation

Acceptance criterion 1: view the Appointment dashboard for the Healthcare Organisation

Given the Health or Care Professional is permitted to view the Appointment dashboard for the Healthcare Organisation

When the Health or Care Professional selects to view the Appointment dashboard for the Healthcare Organisation

Then the Appointment dashboard for the Healthcare Organisation is displayed

E00241 - configure the Appointment dashboard for the Healthcare Organisation

As a Health or Care Professional

I want to configure the Appointment dashboard for the Healthcare Organisation

So that the Appointment dashboard for the Healthcare Organisation is displayed in a way that is configured to meet my needs

Acceptance criterion 1: configure the Appointment dashboard for the Healthcare Organisation

Given the Health or Care Professional is permitted to configure the Appointment dashboard for the Healthcare Organisation

When the Health or Care Professional selects to configure the Appointment dashboard for the Healthcare Organisation

Then the Appointment dashboard for the Healthcare Organisation is displayed with the configuration applied

E00242 - export the Appointment dashboard for the Healthcare Organisation

As a Health or Care Professional

I want to export the Appointment dashboard for the Healthcare Organisation

So that the Appointment dashboard for the Healthcare Organisation can be exported into an electronic file format

Acceptance criterion 1: export the Appointment dashboard for the Healthcare Organisation

Given the Health or Care Professional is permitted to export the Appointment dashboard for the Healthcare Organisation

When the Health or Care Professional selects to export the Appointment dashboard for the Healthcare Organisation

Then the Appointment dashboard for the Healthcare Organisation is exported

E00243 - view Appointment reports

As a Health or Care Professional

I want to view Appointment reports

So that I can see Appointment activity

Acceptance criterion 1: view Appointment reports

Given the Health or Care Professional is permitted to view Appointment reports

When the Health or Care Professional selects to view an Appointment report

Then the report is displayed

E00244 - generate automatic Appointment reminder communications to Patients

As a Health or Care Professional

I want Appointment reminder communications to Patients to be automatically generated

So that Patients receive communications to remind them of future Appointments

Acceptance criterion 1: configure the time period that triggers an automatically generated Appointment reminder communication

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to configure the time period that triggers an automatically generated Appointment reminder communication

Then the time period that triggers an automatically generated Appointment reminder communication is configured

Acceptance criterion 2: automatically generate an Appointment reminder communication to a Patient

Given the Patient has an Appointment booked

When the specified time period prior to the Appointment has been reached

Then an Appointment reminder communication to the Patient is automatically generated

E00245 - manually generate Appointment communications

As a Health or Care Professional

I want to send a communication to Patients when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: manually generate an Appointment communication

Given a Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to produce a communication to the Patient confirming the Appointment’s status

Then the Appointment communication is generated for the Patient

E00246 - generate automatic Appointment communications when Appointment status is updated

As a Health or Care Professional

I want a communication to be sent to Patients automatically when an Appointment status is updated

So that Patients have an up to date record of the status of their Appointments

Acceptance criterion 1: automatically generate an Appointment communication

Given a Health or Care Professional is managing an appointment

When an automatic Appointment communication is triggered

Then a communication is automatically generated for the Patient

E00247 - alerts for Health or Care Professional unavailability periods when creating Appointment slots

As a Health or Care Professional

I want to be alerted to Health or Care Professional unavailability periods when creating Appointment slots

So that Appointment slots are only created for times when the Health or Care Professional is available

Acceptance criterion 1: alerts for Staff Member unavailability periods when creating Appointment slots

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to create available Appointment slots within a set time period

And there are periods of Health or Care Professional unavailability within that period

Then the Health or Care Professional is alerted to the Health or Care Professional’s unavailability periods

E00248 - alerts for Health or Care Professional non-working days and times when creating Appointment slots

As a Health or Care Professional

I want to be alerted to a Health or Care Professional non-working days and times when creating Appointment slots

So that Appointment slots are only created for times when the Health or Care Professional is working

Acceptance criterion 1: alerts for Staff Member non-working days and times when creating Appointment slots

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to create available Appointment slots within a set time period

And the Health or Care Professional’s non-working days and times fall within that period

Then the Health or Care Professional is alerted to the Staff Member’s non working days and times

E00249 - alerts for the Healthcare Organisation’s closed periods when creating Appointment slots

As a Health or Care Professional

I want to be alerted to when the Healthcare Organisation is closed when creating Appointment slots

So that Appointment slots are only created for times when the Healthcare Organisation is open

Acceptance criterion 1: alerts for Staff Member unavailability periods when creating Appointment slots

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to create available Appointment slots within a set time period

And the Healthcare Organisation is recorded as closed within that period

Then the Health or Care Professional is alerted to the times when the Healthcare Organisation is closed

E00250 - display Appointment alerts when managing Appointments

As a Health or Care Professional

I want Appointment alerts to be displayed when I manage Appointments for Patients

So key characteristics relating to Appointments for Patients are indicated to Health or Care Professionals

Acceptance criterion 1: display Appointment alerts

Given the Health or Care Professional is permitted to manage Appointments

When the Health or Care Professional selects to manage Appointments for a Patient

Then an Appointment alert is displayed

E00251 - manage Session templates

As a Health or Care Professional

I want to manage Session templates for the Healthcare Organisation

So that Session templates are managed for the Healthcare Organisation

Acceptance criterion 1: create Session template

Given the Health or Care Professional is permitted to manage Session templates

When the Health or Care Professional select to create a Session template for the Healthcare Organisation

Then the Session template is created for the Healthcare Organisation

Acceptance criterion 2: view Session template

Given the Health or Care Professional is permitted to manage Session templates

When the Health or Care Professional selects to view a Session template

The the Session template is displayed

Acceptance criterion 3: amend Session template

Given the Health or Care Professional is permitted to manage Session templates

When the Health or Care Professional selects to amend a Session template

Then the Session template is amended

Acceptance criterion 4: delete Session template

Given the Health or Care Professional is permitted to manage Session templates

When the Health or Care Professional selects to delete a Session template

Then the Session template is deleted 

E00252 - export Sessions

As a Health or Care Professional

I want to export Sessions

So that the Patient Record can be exported into an electronic file format

Acceptance criterion 1: export a Session

Given the Health or Care Professional is permitted to manage Sessions for the Health or Care Organisation

When the Health or Care Professional selects to export a Session

Then the Session is exported

E00253 - share Session templates with other Health or Care Organisations using the same Solution

As a Health or Care Professional

I want to share Session templates

So that the Session templates can be shared with other Healthcare Organisations using the same Solution

Acceptance criterion 1: share a Session template

Given the Health or Care Professional is permitted to manage Sessions for the Healthcare Organisation

When the Health or Care Professional selects to share a Session template with another Healthcare Organisation

Then the Session template is shared with the other Healthcare Organisation