Task configuration - Create, amend, copy and delete task templates

Ability to create, amend, copy and delete task templates.

Task templates will be able to contain pertinent data items, including:

• Unique identifier
• Name
• Version
• Template Creator
• Template Category (e.g. clinical or admin)
• Template Status (e.g. draft, published for use across the Solution, active and inactive)
• Task Type (e.g. Review Document, Book Appointment, Clinical Approval)
• Task Description
• Priority
• Expected Duration (e.g. time from generation to expected completion (i.e. due date))
• Assignee(s) (default individual User and/or group/team)
  
  • If group/team, define:
    • Number of members to complete (i.e. one, some or all)
• Supporting Information (e.g. a link to a document, URL to external website etc. defining policy and procedures)

Workflow configuration - Create, amend, copy and delete workflow templates

Ability to create, amend, copy and delete workflow templates.

Workflow templates will be able to contain pertinent data items, including;

• Unique identifier
• Name
• Version
• Template Creator
• Template Category 
• Template Status (whether draft, published for use across the Solution, active and inactive)
• Workflow Type
• Workflow Description
• Workflow Event(s), including:
  • Sequential
  • Parallel 
  • Conditional
  • Manual
  • Automated (time) (e.g. automatic updating of event after certain time period has passed)
  • Automated (data driven) (e.g. automatic triggering of event based on data being recorded)
• Supporting Information (e.g. a link to a document, URL to external website etc. defining policy and procedures)
• Expected Duration (e.g. time from generation to expected completion (i.e due date))
  • Manual
  • Derived from duration or anticipated timescales of events
• Priority

Workflows and Tasks - Allocation and prioritisation based on rules

Support for automatic allocation of workflows and tasks based on Type or Assignee. Allowing defaults to be configured, including:

• Default Task Assignee
• Default Task deputy assignee
• Default Task Assignee(s) can be an individual User and/or group/team
  • Define the order of deputation
  • If group/team, define the number of members to complete (i.e one, some or all)
• Default Priority

Task creation - Create ad-hoc task

Ability for Practice User to create an ad-hoc task, recording:

• Created By
• Creation Date and Time
• Patient 
• Assignee(s) - individual User and/or groups(s)/team(s)
  • A task can be assigned to multiple recipients
  • The person who created the task can choose if the task is to be completed by one or more recipients
• Task Type (e.g. Review Document, Book Appointment, Clinical Approval)
• Task Description
• Task Status
• Priority
• Supporting Information (e.g. a link to a document, URL to external website etc. defining policy and procedure)
• Expected Due Date (e.g. time from generation to expected completion (i.e due date))

Task creation - Create from template

Create a task from a task template (see Workflow - Standard), recording:

• Created By
• Creation Date and Time
• Task Status (e.g. To Do)
• Patient

With the ability to update any of these data items prior to creation:

• Assignee(s) - individual User and/or groups(s)/team(s)
  • A task can be assigned to multiple recipients
  • The person who created the task can choose if the task is to be completed by one or more recipients
• Task type (e.g. Review Document, Book Appointment, Clinical Approval)
• Task Description
• Priority
• Supporting information (e.g. a link to a document, URL to external website etc. defining policy and procedure)
• Expected due date and time (derived from Expected Duration)

Workflow creation - Manually from template

Create a workflow manually using a workflow template (see Workflow - Standard), recording:

• Created By
• Created Date and Time
• Workflow Description
• Reason for creation
• Workflow Status
• Patient
• Calculated Expected End Date (i.e based on expected due dates of each workflow event)

With the ability to update any of these data items prior to creation:

• Workflow Type
• Workflow Event(s)
• Supporting information (e.g. a link to a document, URL to external website etc. defining policy and procedures)
• Expected Due Date (derived from Expected Duration)
• Priority

Workflow generation - Automatically from template

Generate workflow automatically based on automated (data driven or time) workflow events in a workflow template (See Workflow - Standard), recording:

• Created By
• Created Date and Time
• Workflow Description
• Reason for creation
• Triggering event
• Patient
• Calculated Expected End Date (i.e based on expected due dates of each workflow event)
• Workflow Type
• Workflow Event(s)
• Supporting information (e.g. a link to a document, URL to external website etc. defining policy and procedures)
• Priority 

Task management - Manage task

Manage a task:

• Perform (e.g. update of status to mark as complete)
• Cancel 
• Delete 
• Reassign to another individual(s) or group/team(s)
• Edit (e.g. change the priority or due by date, insert some notes)

Task management - Enter a reason

When managing a task as per Workflow - Standard, Practice User to be able to enter a reason for doing so.

Workflow management - Manage Workflow

Ability to manage a workflow, including:

• Update Workflow Status
• Update Workflow Event(s)
• Delete 
• Reassign (i.e. individual User and/or group/team)
• Edit (e.g. change the priority or due by date, edit supporting information)

Workflow management - Automatically update Calculated expected end date

Automatically update Calculated expected end date (see Workflow - Standard). This to be derived from anticipated timescales within Workflow and event statuses and completion dates). To take account for a Practice’s non-working days (as recorded within the Solution in GP-03.4-07 of the Resource Management Capability).

Task management - Task List

Display a list of tasks within the Practice including ability to search list by free text, filter by and sort by all characteristics (as defined in Workflow - Standard as a minimum).

Task List - Save Configurations

Ability to save task list configurations (see Workflow - Standard).

Task List - Share Configurations

Ability to share saved task list configurations (see Workflow - Standard and Workflow - Standard above)

Workflow management - Workflow List

Display a list of workflows within the Practice including ability to search list by free text, filter by and sort by all characteristics (as defined in Workflow - Standard as a minimum).

Workflow List - Save Configurations

Ability to save workflow list configurations (see Workflow - Standard).

Workflow List - Share Configurations

Ability to share saved workflow list configurations (see Workflow - Standard) 

Task management - View Task

Ability to view all information for an individual task so a Practice User can manage or perform the Task.

Workflow management - View Workflow

Ability to view all information for an individual workflow so a Practice User can manage the Workflow.

Task management - Overdue tasks

Indicate a task as ‘overdue’ if it is not completed when the Expected Due Date is surpassed.

Workflow management - Overdue Workflows

Indicate a workflow as ‘overdue’ if it is not completed when the Expected Due Date is surpassed.

Access Patient Record

Access a Patient Record where a Patient has been successfully identified, linked, listed or otherwise presented to the user.