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Comment: Updated to v1.0.2
Page Properties

ID

C7

Version

1.0.

...

2

Type

Capability

Category

Care coordination

Status

Effective

Effective Date

...

Framework(s)

Description

Excerpt

Supports the delivery

...

of communications to

...

recipients.

Outcomes

For a

...

Health or Care Organisation:

Ability to manage communications via a central service, reducing administrative burden and costs,

...

as well as informing recipients

...

titleColorwhite
titleBGColor#183152
titleMUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

C7E1 - manage communication consents for a Patient

As a Practice User

I want to manage the communication consents of a Patient

So that communication occurs only via channels the Patient has consented to

Acceptance criterion 1: Patient consents to receive communication via a specific channel

...

.

MUST Epics - Describes the minimum functionality required to deliver a Capability. Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability

E00367 - create communications

As a Health or Care Professional

I want to create communications

So that I can communicate with recipients

Acceptance criterion 1: create a communication

Given the Health or Care Professional is permitted to create communications

When the Health or Care Professional selects to create a communication

Then the communication is created

Info

E00367 - Supporting Information

  • Communications MAY be sent to Patient/Service Users or Health or Care Professionals

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Solutions to these Epics and they will be evaluated via Capability Assessment. Framework Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria

E00368 - manage communications to Patients/Service Users

As a Health or Care Professional

I want to manage communications to Patients/Service Users

So that I can communicate with Patients/Service Users

Acceptance criterion 1: record consent for a specific communication channel

Given the Health or Care Professional is permitted to manage communications to Patients/Service Users

When the Health or Care Professional selects to record that the Patient/Service User has consented to receive communication via a

...

particular channel

When the Practice User adds a record of the consent

Then the consent is recorded

Acceptance criterion 2:

...

record dissent for a specific communication channel

Given the Health or Care Professional is permitted to manage communications to Patients/Service Users

When the

...

Health or Care Professional selects to record that the Patient/Service User has dissented to receive communication via a

...

particular channel

When the Practice User adds a record of the dissent

...

Then the dissent is recorded

C7E2 - manage communication preferences for a Patient

As a Practice User

I want to manage the communication preferences of a Patient

So that communications are delivered to the Patient in the ways that they prefer

Acceptance criterion 1: Patient prefers to receive communication via a specific channel

Given the Patient prefers to receive communication via a specific channel

When the Practice User adds a record of the preference

Then the preference is recorded

Acceptance criterion 2: Patient prefers not to receive communication via a specific channel

Given the Patient prefers not to receive communication via a specific channel

When the Practice User adds a record of the preference

Then the preference is recorded

C7E3 - manage communication templates

As a Practice User

I want to manage communication templates

So that communications can be created from templates

Acceptance criterion 1: create template

Given the Practice User is permitted to create templates

When the Practice User creates the template

Then the template is created

Acceptance criterion 2: change template status

Given the Practice User is permitted to change template status

When the Practice User chooses to change the template status

Then the template status is changed

C7E4 - create communications

As a Practice User

I want to create communications that are in addition to automated communications

Acceptance criterion 3: view consent record for a specific communication channel

Given the Patient/Service User has an existing consent record for a specific communication channel

When the Health or Care Professional selects to view the consent record

Then the Patient/Service User’s consent record is displayed

Acceptance criterion 4: create a communication to a Patient/Service User

Given the Health or Care Professional is permitted to manage communications to Patients/Service Users

When the Health or Care Professional selects to create a communication to a Patient/Service User

Then the communication is created

Acceptance criterion 5: record a communication to a Patient/Service User’s record

Given the Health or Care Professional has created a communication to a Patient/Service User

When the communication to a Patient/Service User is created

Then the communication is recorded to the Patient/Service User’s record

Info

E00368 - Supporting Information

  • The details of the communication recorded on the Patient/Service User’s record MAY include, but is not limited to:

    • Creator name

    • Creation date and time

    • Recipient(s)

    • Status (e.g. sent, failed)

    • Status date & time

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00369 - create communications to Health or Care Professionals

As a Health or Care Professional

I want to create communications to Health or Care Professionals

So that I can communicate with Health or Care Professionals

Acceptance criterion 1: create a communication to a Health or Care Professional

Given the Health or Care Professional is permitted to create communications to Health or Care Professionals

When the Health or Care Professional selects to create a communication to a Health or Care Professional

Then the communication is created

Info

E00369 - Supporting Information

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00370 - create communications to external organisations

As a Health or Care Professional

I want to create communications to external organisations

So that I can communicate with external organisations

Acceptance criterion 1: create a communication to an external organisation

Given the

...

Health or Care Professional is permitted to

...

create communications to external organisations

When the

...

Health or Care Professional selects to create

...

a communication to an external organisation

Then the communication is created

Acceptance criterion 2: create a communication from a template

Given the Practice User is permitted to make the communication

When the Practice User chooses to create the communication from a template

Then the communication is created from the template

Acceptance criterion 3: include an individual recipient

Given the Practice User is permitted to communicate with the individual

When the Practice User chooses to add the individual to the recipients

Then the individual is included in the recipients

Acceptance criterion 4: include a group of Citizens in the recipients

Given the Practice User is permitted to communicate with Patients

When the Practice User chooses to add the group of Citizens to the recipients

Then the group of Citizens is included in the recipients

Acceptance criterion 5: include a group of Staff in the recipients

Given the Practice User is permitted to communicate with Staff

When the Practice User chooses to add the group of Staff to the recipients

Then the group of Staff is included in the recipients

Acceptance criterion 6: create Communication Records

Given the Practice User has created a communication

When the communication is sent by the Practice

Then the Patient Record is updated with the Communication Record

C7E5 - manage automated communications

As a Practice User

I want to manage automated communications

So that communications happen automatically

Acceptance criterion 1: create an automated communication

Given the Practice User is permitted to create automated communications

When the Practice User chooses to create the automated communication

Then the automated communication is created

Acceptance criterion 2: create an automated communication from a template

Given the Practice User is permitted to create automated communications

When the Practice User chooses to create the automated communication from a template

Then the automated communication is created from the template

Acceptance criterion 3: amend an automated communication

Given the Practice User is permitted to amend automated communications

When the Practice User chooses to amend the automated communication

Then the automated communication is amended

Acceptance criterion 4: disable an automated communication

Given the Practice User is permitted to disable automated communications

When the Practice User chooses to disable the automated communication

Then the automated communication is disabled

Acceptance criterion 5: enable an automated communication

Given the Practice User is permitted to enable automated communications

When the Practice User chooses to enable the automated communication

Then the automated communication is enabled

C7E6 - view communication reports

As a Practice User

I want to view communication reports

So that I can understand what communications activity has occurred

Acceptance criterion 1: view communication activity report

Given the Practice User is permitted to view communication activity reports

When the Practice User chooses to view the communication activity report

Then the communication activity report is displayed

Acceptance criterion 2: view communication failure report

Given the Practice User is permitted to view communication failure reports

When the Practice User chooses to view the communication failure report

Then the communication failure report is displayed

C7E7 - 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

...

titleColorwhite
titleBGColor#375D81
titleMAY 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.

C7E8 - manage communication consents for a Proxy

As a Practice User

I want to manage the communication consents of a Proxy

So that communication occurs only via channels the Proxy has consented to

Acceptance criterion 1: Proxy consents to receive communication via a specific channel

Given the Proxy has consented to receive communication via a specific channel

When the Practice User adds a record of the consent

Then the consent is recorded

Acceptance criterion 2: Proxy does not consent to receive communication via a specific channel

Given the Proxy does not consent to receive communication via a specific channel

When the Practice User adds a record of the dissent

Then the dissent is recorded

C7E9 - manage communication preferences for a Proxy

As a Practice User

I want to manage the communication preferences of a Proxy

So that communications are delivered to the Proxy in the ways that they prefer

Acceptance criterion 1: Proxy prefers to receive communication via a specific channel

Given the Proxy prefers to receive communication via a specific channel

When the Practice User adds a record of the preference

Then the preference is recorded

Acceptance criterion 2: Proxy prefers not to receive communication via a specific channel

Given the Proxy prefers not to receive communication via a specific channel

When the Practice User adds a record of the preference

Then the preference is recorded

C7E10 - manage incoming communications

Info

E00370 - Supporting Information

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00371 - create communications to a group of recipients

As a Health or Care Professional

I want to create communications to groups of recipients

So that all recipients receive the same communication

Acceptance criterion 1: create a communication to a group of recipients

Given the Health or Care Professional is permitted to communicate with groups of recipients

When the Health or Care Professional selects to create a communication for multiple recipients

Then the communication is created for all recipients

Info

E00371 - Supporting Information

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00372 - record communication preferences for Patients/Service Users

As a Health or Care Professional

I want to record the communication preferences of Patients/Service Users

So that communications are delivered to the Patient/Service User by their preferred communication channel

Acceptance criterion 1: record preference to receive communication via a specific channel

Given the Patient/Service User prefers to receive communications via a specific channel

When the Health or Care Professional selects to record the preference

Then the preference is recorded

Info

E00372 - Supporting Information

  • Specific channels MAY include, but are not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00373 - email communications

As a Health or Care Professional

I want to send communications by email

So that communications can be received by email

Acceptance criterion 1: send a communication by email

Given the Health or Care Professional is permitted to send communications by email

When the Health or Care Professional selects to send a communication by email

Then the communication is sent by email

E00373 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

E00374 - SMS message communications

As a Health or Care Professional

I want to send communications by SMS message

So that communications can be received by SMS message

Acceptance criterion 1: send a communication by SMS message

Given the Health or Care Professional is permitted to send communications by SMS message

When the Health or Care Professional selects to send a communication by SMS message

Then the communication is sent by SMS message

E00375 - letter communications

As a Health or Care Professional

I want to create communications by letter

So that communications can be received by letter

Acceptance criterion 1: create a letter communication

Given the Health or Care Professional is permitted to create letter communications

When the Health or Care Professional selects to create a letter communication

Then the letter communication is created

E00376 - manage communication templates

As a Health or Care Professional

I want to manage communication templates

So that communications can be created based on a template

Acceptance criterion 1: create communication template

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

When the Health or Care Professional selects to create a communication template

Then the template is created

Acceptance criterion 2: view communication template

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

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

Then the template is displayed

Acceptance criterion 3: amend communication template

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

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

Then the template is amended

Acceptance criterion 4: delete communication template

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

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

Then the template is deleted

Info

E00376 - Supporting Information

  • Communication templates MAY include, but are not limited to:

    • Template name

    • Template status (e.g. draft, published)

    • Communication channel (e.g. letter, email, SMS)

    • Merge fields in the communication body, to auto-populate data (e.g. dates, Patient/Service User details)

    • Communication type (e.g. Appointment reminder, cervical cytology screening – this can map to a coded term if applicable)

E00377 - create communications to Patients/Service Users from communication templates

As a Health or Care Professional

I want to create communications to Patients/Service Users using communication templates

So that I can send standardised communications

Acceptance criterion 1: create a communication to a Patient/Service User from a template

Given the Health or Care Professional is permitted to create communications to Patients/Service Users from templates

When the Health or Care Professional selects to create a communication from a template

Then the communication is created

Info

E00377 - Supporting Information

  • Communications created from templates MAY be edited before sending, including but not limited to:

    • Amending the body of the communication

    • Including additional data items from any part of the record

    • Removing data items from populated merge fields

E00378 - manage automated communications

As a Health or Care Professional

I want to manage automated communications

So that automated communications can be managed

Acceptance criterion 1: create an automated communication

Given the Health or Care Professional is permitted to manage automated communications

When the Health or Care Professional selects to create an automated communication

Then the automated communication is created

Acceptance criterion 2: amend an automated communication

Given the Health or Care Professional is permitted to manage automated communications

When the Health or Care Professional selects to amend an automated communication

Then the automated communication is amended

Acceptance criterion 3: disable an automated communication

Given the Health or Care Professional is permitted to manage automated communications

When the Health or Care Professional selects to disable an automated communication

Then the automated communication is disabled

Acceptance criterion 4: enable an automated communication

Given the Health or Care Professional is permitted to manage automated communications

When the Health or Care Professional selects to enable an automated communication

Then the automated communication is enabled

Info

E00378 - Supporting Information

  • Triggers for automated communications MAY include, but are not limited to:

    • A specified date and time

    • A specified period before or after an activity, for example:

      • Creating a communication 24 hours before an Appointment

      • Creating a communication 6 weeks after the date of birth

    • A specified task is completed

  • A communication MAY be sent via, but is not limited to:

    • Email

    • SMS

    • Letter

    • Direct Message

E00379 - manage incoming communications

As a Health or Care Professional

I want to manage incoming communications

So that incoming communications can be managed

Acceptance criterion 1: manage incoming communications

Given incoming communications are permitted by the

...

Health or Care Organisation

When an incoming communication is received

Then the communication is managed

Panel
titleBGColor#ABC8E2
borderStylesolid
titleCapability 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:

Panel
titleBGColor#C4D7ED
borderStylesolid
titleOther 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:

Info

E00379- Supporting Information

  • Incoming communications MAY include, but are not limited to:

    • receiving an SMS message from a Patient/Service User to cancel an Appointment

    • receiving an email from a Patient/Service user to enquire about test results

  • The management of incoming communications MAY include, but is not limited to:

    • Receiving incoming communications

    • Organising received communications

    • Associating created communications with received communications

    • Triggering further actions within the Solution (e.g. cancelling an Appointment)

E00380 - view communication reports

As a Health or Care Professional

I want to view communication reports

So that reports on communication activity can be viewed

Acceptance criterion 1: view communication report

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

When the Health or Care Professional selects to view a communication report

Then the communication report is displayed

Info

E00380 - Supporting Information

Reporting MAY include, but is not limited to:

  • The number of communications sent by communication channels

  • The number of failed deliveries for electronic communication channels

Items on the Roadmap which impact or relate to this Capability

Page Properties Report

...

...

cqllabel = "

...

c7" and space

...

in ( currentSpace ( ) , "DCSDCS" , "DCSDR" )