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Description
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Supports the secure management |
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of all forms of unstructured electronic documents including those created by scanning paper documents. Also enables processing of documents and matching documents with Patients/Service Users. |
Outcomes
For |
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Health or Care Organisation: | Providing functionality that supports the |
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storage of unstructured electronic documents (e.g. . |
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DOCX or .PDF documents) |
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to reduce organisational and administrative overheads associated with document management. |
For the wider NHS and social care system: |
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Enables the use of automated and semi-automated processes for handling documents, increasing data security and reducing the burden of manual administrative processes. |
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MUST Epics - |
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Epic 1 - manage document classifications
As a Practice User
I want to manage document classifications
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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 |
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E00409 - manually manage documentsAs a Health or Care Professional I want to manage documents So that documents are stored electronically Acceptance criterion 1: |
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add document |
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Given the |
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Health or Care Professional is permitted to |
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manage documents When the |
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Health or Care Professional selects to manually add a document |
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Then the document |
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is |
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added Acceptance criterion 2: |
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view document |
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Given the |
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Health or Care Professional is permitted to |
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manage documents When the |
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Health or Care Professional selects to view a document |
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Then the document |
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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
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is displayed E00409 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
E00410 - manually manage document and Patient/Service User matchingAs a Health or Care Professional I want to manually manage document and Patient/Service User matching So that documents can be matched to Patients/Service Users Acceptance criterion 1: match documents to Patients/Service UsersGiven the Health or Care Professional is permitted to manage document and Patient/Service User matching When the Health or Care Professional selects to match a document with a Patient/Service User Then the document is matched with the Patient/Service User Acceptance criterion 2: view Patient/Service User matchingGiven the Health or Care Professional is permitted to manage document and Patient/Service User matching When a document is matched to a Patient/Service User Then the matched Patient/Service User details are displayed Acceptance criterion 3: remove document and Patient/Service User matchingGiven the Health or Care Professional is permitted to manage document and Patient/Service User matching When the Health or Care Professional selects to remove the matching of a document with a Patient/Service User Then the document is unmatched from the Patient/Service User |
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 | ||||
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E00109 - submit Management Information (MI) data to NHS DigitalAs 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 submissionGiven 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 E00109 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic: E00411 - manage document informationAs a Health or Care Professional I want to manage document information associated with a document So that information relating to a document can be managed Acceptance criterion 1: create document informationGiven the Health or Care Professional is permitted to manage document information When the Health or Care Professional selects to create document information Then the document information is recorded Acceptance criterion 2: view document informationGiven the Health or Care Professional is permitted to manage document information When the Health or Care Professional selects to view document information Then the document information is displayed Acceptance criterion 3: amend document informationGiven the Health or Care Professional is permitted to manage document information When the Health or Care Professional selects to amend document information Then the document information is amended Acceptance criterion 4: delete document informationGiven the Health or Care Professional is permitted to manage document information When the Health or Care Professional selects to delete document information Then the document information is deleted
E00412 - manage coded information associated with documentsAs a Health or Care Professional I want to manage coded information associated with a document So that coded information associated with a document can be managed Acceptance criterion 1: create coded information associated with a document in the Patient/Service User recordGiven the Health or Care Professional is permitted to manage coded information associated with a document When the Health or Care Professional selects to create coded information associated with a document Then the coded information is recorded in the Patient/Service User record And values associated with the coded information can be recorded Acceptance criterion 2: view coded information associated with a documentGiven the Health or Care Professional is permitted to manage coded information associated with a document When the Health or Care Professional selects to view coded information associated with a document Then the coded information is displayed Acceptance criterion 3: amend coded information associated with a documentGiven the Health or Care Professional is permitted to manage coded information associated with a document When the Health or Care Professional selects to amend coded information associated with a document Then the coded information is amended Acceptance criterion 4: delete coded information associated with a documentGiven the Health or Care Professional is permitted to manage coded information associated with a document When the Health or Care Professional selects to delete coded information associated with a document Then the coded information is deleted
E00413 - manage document annotationsAs a Health or Care Professional I want to manage document annotations So that documents can be annotated with additional information Acceptance criterion 1: create document annotationGiven the Health or Care Professional is permitted to manage document annotations When the Health or Care Professional selects to create a document annotation Then the document annotation is created Acceptance criterion 2: view document annotationGiven the Health or Care Professional is permitted to manage document annotations When the Health or Care Professional selects to view a document annotation Then the document annotation is displayed Acceptance criterion 3: amend document annotationGiven the Health or Care Professional is permitted to manage document annotations When the Health or Care Professional selects to amend a document annotation Then the document annotation is amended Acceptance criterion |
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4: |
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delete document annotationGiven the |
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Health or Care Professional is permitted to |
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manage document annotations When the |
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Health or Care Professional selects to delete a document annotation Then the document annotation is deleted |
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E00414 - search for documents based on document informationAs a |
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Health or Care Professional I want to search for documents based on document information So that I can find documents based on associated document information Acceptance criterion 1: search based on document |
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informationGiven the |
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Health or Care Professional is permitted to view documents When the |
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Health or Care Professional selects to search for documents |
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based on document |
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information 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
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E00415 - search for documents based on document coded informationAs a Health or Care Professional I want to search for documents based on document coded information So that I can find documents based on document coded information Acceptance criterion 1: search based on document coded informationGiven the Health or Care Professional is permitted to view documents When the |
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Health or Care Professional selects to search for documents |
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based on document coded |
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information Then the search results are displayed |
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E00416 - search for documents based on document contentAs a |
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Health or Care Professional I want to search for documents based on document content So that I |
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can find documents based on their content Acceptance criterion 1: search based on document contentGiven the |
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Health or Care Professional is permitted to view documents When the |
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Health or Care Professional selects to search for documents based on document content Then the search results are displayed |
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E00417 - search document |
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contentAs a |
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Health or Care Professional I want |
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to search document content So that |
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I find results within the document’s content Acceptance criterion 1: |
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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
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search document contentGiven the Health or Care Professional is permitted to view documents When the Health or Care Professional selects to search by document content Then the search results are displayed E00418 - visually compare multiple documentsAs a |
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Health or Care Professional I want to visually compare multiple documents So that I can |
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identify differences between multiple documents Acceptance |
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criterion 1: visually compare multiple documentsGiven the |
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Health or Care Professional is permitted to view documents When the |
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Health or Care Professional selects to visually compare multiple documents Then the multiple documents are displayed |
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E00419 - view |
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all previous versions of documentsAs a |
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Health or Care Professional I want to view |
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all previous versions of documents So that I can view |
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all previous versions of documents Acceptance |
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criterion 1: view |
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all previous versions of documentsGiven the |
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Health or Care Professional is permitted to view documents When the |
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Health or Care Professional selects to view a previous version of a document Then |
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the previous version of the document is displayed |
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E00420 - automatically add electronic documentsAs a |
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Health or Care Professional I want to |
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add electronic documents automatically So that |
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documents are stored electronically without manual work Acceptance |
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criterion 1: |
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add electronic document automaticallyGiven the |
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electronic document is permitted to be added automatically When the |
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automatic addition of an electronic document is triggered Then the electronic document is |
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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
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Epic 17 - search for documents using document contentAs a Practice User I want to search for documents using document content So that I find documents Acceptance criterion 1: search document contentGiven 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 |
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Suppliers will have to attain compliance with this Standard during the compliance stage before they can be live on a framework with this Capability: |
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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: |
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added automatically
E00421 - manage rules for automatically suggesting document informationAs a Health or Care Professional I want to manage rules for automatically suggesting document information So that there are rules for automatically suggesting document information Acceptance criterion 1: create rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to create a rule for automatically suggesting document information Then the rule for automatically suggesting document information is created Acceptance criterion 2: view rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to view a rule for automatically suggesting document information Then the rule for automatically suggesting document information is displayed Acceptance criterion 3: amend rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to amend a rule for automatically suggesting document information Then the rule for automatically suggesting document information is amended Acceptance criterion 4: enable rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to enable a rule for automatically suggesting document information Then the rule for automatically suggesting document information is enabled Acceptance criterion 5: disable rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to disable a rule for automatically suggesting document information Then the rule for automatically suggesting document information is disabled Acceptance criterion 6: delete rules for automatically suggesting document informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document information When the Health or Care Professional selects to delete a rule for automatically suggesting document information Then the rule for automatically suggesting document information is deleted E00422 - manage automatic suggestions for document informationAs a Health or Care Professional I want document information to be automatically suggested So that I can record document information more efficiently Acceptance criterion 1: automatically suggest document informationGiven automatic suggestions for document information are enabled When a document is added which can have document information suggested automatically Then automatic suggestions for document information are displayed Acceptance criterion 2: approve automatic suggestions for document informationGiven the Health or Care Professional is permitted to manage document information And there are documents which have had document information suggested automatically When the Health or Care Professional selects to approve the automatically suggested document information Then the document information is recorded Acceptance criterion 3: reject automatic suggestions for document informationGiven the Health or Care Professional is permitted to manage document information And there are documents which have had document information suggested automatically When the Health or Care Professional selects to reject the automatically suggested document information Then the document information is not recorded
E00423 - manage rules for automatically suggesting document coded informationAs a Health or Care Professional I want to manage rules for automatically suggesting document coded information So that there are rules for automatically suggesting document coded information Acceptance criterion 1: create rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to create a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is created Acceptance criterion 2: view rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to view a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is displayed Acceptance criterion 3: amend rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to amend a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is amended Acceptance criterion 4: enable rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to enable a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is enabled Acceptance criterion 5: disable rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to disable a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is disabled Acceptance criterion 6: delete rules for automatically suggesting document coded informationGiven the Health or Care Professional is permitted to manage rules for automatically suggesting document coded information When the Health or Care Professional selects to delete a rule for automatically suggesting document coded information Then the rule for automatically suggesting document coded information is deleted E00424 - manage automatic suggestions for document coded informationAs a Health or Care Professional I want document coded information to be automatically suggested So that I can record document coded information more efficiently Acceptance criterion 1: automatically suggest document coded informationGiven automatic suggestions for document coded information are enabled When a document is added which can have document coded information suggested automatically Then automatic suggestions for document coded information are displayed Acceptance criterion 2: approve automatic suggestions for document coded informationGiven the Health or Care Professional is permitted to manage document coded information And there are documents which have had document coded information suggested automatically When the Health or Care Professional selects to approve the automatically suggested document coded information Then the document coded information is recorded Acceptance criterion 3: reject automatic suggestions for document coded informationGiven the Health or Care Professional is permitted to manage document coded information And there are documents which have had document coded information suggested automatically When the Health or Care Professional selects to reject the automatically suggested document coded information Then the document coded information is not recorded
E00425 - manage automatic suggestions for matching documents and Patients/Service UsersAs a Health or Care Professional I want automatic suggestions for matching documents and Patients/Service Users So that I can match documents and Patients/Service Users more efficiently Acceptance criterion 1: automatically suggest matching documents and Patients/Service UsersGiven automatic suggestions for matching documents and Patients/Service Users are enabled When a document is added Then automatic suggestions for matching documents and Patients/Service Users are displayed Acceptance criterion 2: approve automatic suggestions for matching documents and Patients/Service UsersGiven the Health or Care Professional is permitted to manage suggestions for matching documents and Patients/Service Users And there is an automatic suggestion for matching a document and a Patient/Service User When the Health or Care Professional selects to approve the automatically suggested matching for a document and a Patient/Service User Then the document and Patient/Service User are matched Acceptance criterion 3: reject automatic suggestions for matching documents and Patients/Service UsersGiven the Health or Care Professional is permitted to manage suggestions for matching documents and Patients/Service Users And there is an automatic suggestion for matching a document and a Patient/Service User When the Health or Care Professional selects to reject the automatically suggested matching for a document and a Patient/Service User Then the document and Patient/Service User are not matched E00426 - document WorkflowsAs a Health or Care Professional I want to use document Workflows So that I can follow pre-defined activities relating to managing documents Acceptance criterion 1: document WorkflowsGiven the Health or Care Professional is permitted to use document Workflows When a document is added Then the document Workflow is created E00427 - print documentsAs a Health or Care Professional I want to print documents So that documents can be viewed in a physical format Acceptance criterion 1: print documentsGiven the Health or Care Professional is permitted to print documents When the Health or Care Professional selects to print a document Then the document is printed E00428 - export documents to new formatsAs a Health or Care Professional I want to export documents to new formats So that documents are exported in new formats Acceptance criterion 1: export documentsGiven the Health or Care Professional is permitted to export documents When the Health or Care Professional selects to export a document in a new format Then the document is exported in that format E00429 - view document reportsAs a Health or Care Professional I want to view document reports So that I can view reports on documents Acceptance criterion 1: view document reportsGiven the Health or Care Professional is permitted to view document reports When the Health or Care Professional selects to view a document report Then the document report is displayed |
Items on the Roadmap which impact or relate to this Capability |
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Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding
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