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Description
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Enables Appointments to be made available and booked across Organisational boundaries, creating flexibility for Health and Care Professionals and Patients/Service Users. |
Cross-Organisation Appointment Booking supports Health and Care Professionals and others to make Appointments for Patients/Service Users across traditional Organisation boundaries. For example, Service Providers working across Integrated and Federated Care, Super Partnerships and Health and Care Professionals within multi-disciplinary teams. This collaborative approach to offering Appointments creates efficiencies in resourcing, and by giving Patients/Service Users a greater variety of Appointments, creates a better experience for the Patient/Service User.
The Capability allows the user to book Appointments across Organisations from a single system rather than logging into multiple systems, improving efficiency and reducing the need for multiple log-ons. The Capability will be able to support diaries across multiple Organisations, which may follow different naming/formatting conventions.
Examples of the use of Cross-Organisation Appointment Booking include:
- A group of Practices providing extended hours Appointments by making Appointments available to Patients/Service Users from other practices within the group
- Shared Appointment management across a group of organisations to allow Patients/Service Users to be triaged to the most appropriate service to meet the Patient/Service User's need
- Making specified Appointment slots available to external organisations such as an NHS 111 service so the service can book an Appointment on behalf of the Patient /Service User with their GP Practice
Outcomes
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- Able to access the most appropriate Appointment slot based on criteria such as location, time and type of Appointment
- Able to access Appointments across traditional Organisation boundaries increasing the likelihood of finding a convenient Appointment
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Description
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Enables Appointments for Patients/Service Users to be booked by Health or Care Professionals across organisational boundaries. |
Outcomes
For a Patient/Service User: | Ability to access Appointments across organisational boundaries, improving Patient/Service User experience and ensuring access to the right services |
For Health and Care Professionals: | Ability to directly book an Appointment for a Patients/Service User in another Health or Care Organisation, improving Patient/Service User experience and making the most efficient use of available |
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Appointments |
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MUST Epics - |
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EpicCB1 - make Appointments available to external organisations
As a Service Provider
I want to be able to manage my Appointment slots
So that I can make certain slots available to be booked by other Service Providers and manage how they are used
Acceptance criterion 1: create Appointment slots that can be booked by other organisations
Given there are Appointment slots that are to be made available to be booked by external Service Providers
When the Cross-Organisation Appointment Booking Service is accessed
Then Appointment slots can be created that can be booked externally
And rules can be defined relating to Booking or usage of the Appointment Slots (e.g. which organisations can book)
Acceptance criterion 2: amend Appointment slots that can be booked by other organisations
Given that Appointment slots have been created
When a change to the Appointment slots that are available to external organisations for Booking has been identified
Then the Appointment slots that can be booked externally can be amended
And rules relating to Booking or usage of the Appointment Slots (e.g. which organisations can book) can be updated
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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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E00438 - manage Appointments for Patients/Service Users at other Health or Care OrganisationsAs a Health or Care Professional I want to |
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manage Appointments for Patients/Service Users at other Health or Care Organisations So that Patients/Service Users can access services provided by other Health or Care Organisations Acceptance criterion 1: |
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book |
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And can be booked by the requesting Organisation
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Appointment |
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for a Patient/Service User |
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Then one or more adjacent Slots can be selected to book
EpicCB3 - book externally bookable Appointment slots
As a Health or Care Professional
I want to book Patients/Service Users into Appointment slots made available by another Organisation
So that I can meet the Appointment needs of my Patients/Service Users
Acceptance criterion 1: organisation user books available Appointment slot
Given that Appointment slots have been made available to external Organisations to book
And can be booked by the requesting Organisation
When an available Appointment slot is identified that fits with the needs of the Patient/Service User
Then an Appointment slot can be booked for the Patient/Service User
And the booking is confirmed
EpicCB4 - maintain Appointments
As a Service Provider
I want to be able to maintain the Appointments made for Patients/Service Users
So that I can ensure booked Appointments continue to align to the Patient/Service User's needs
Acceptance criterion 1: view Appointments
Given that Appointment slots have been booked for Patients/Service Users
When the Cross-Organisation Appointment Booking Service is accessed
Then all Appointments booked with external Organisations can be viewed
And the details of the Appointment(s) can be viewed
Acceptance criterion 2: amend Appointment
Given that Appointment slots have been booked for Patients/Service Users
When the need to amend an Appointment slot is identified
Then the Appointment details for the Patient/Service User is amended
Acceptance criterion 3: cancel Appointment
Given that Appointment slots have been booked for Patients/Service Users
When it is identified that an Appointment is no longer required by a Patient/Service User
Then the Appointment for the Patient/Service User is cancelled
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| title | MAY 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. |
EpicCB5 - notifications
As a Health or Care Professional
I want to receive notifications in relation to Bookings I have made into slots made available by another Organisation
So that I am aware of Bookings and any changes and can act on these
Acceptance criterion 1: receive notification about Appointments
Given that an Appointment has been booked for the Patient/Service User with an external Organisation
And recipient contact details have been captured
When an Appointment is booked with an external Organisation
Then the recipients receive a notification that the Appointment has been booked
And the notification contains information about the Appointment
Acceptance criterion 2: receive notification about change to Appointment
Given that an Appointment has been booked for the Patient/Service User with an external organisation
And recipient contact details have been captured
When the Appointment is amended (updated or cancelled)
Then the recipients receive a notification that the Appointment has been amended
And the notification contains information about the changes to the Appointment
EpicCB6 - manage Appointment Requests
As a Health or Care Professional
I want to request a specific Appointment for a Patient/Service User with an external Organisation
So that I can obtain the Appointment that best fits the needs of the Patient/Service User
Acceptance criterion 1: make a request for an Appointment slot
Given that an Appointment is required for a Patient/Service User with an external Organisation
When it is identified that a suitable Appointment (e.g. the correct time or location, with the relevant Clinician) is not currently available
Then a request for an Appointment can be created
And information relating to the requested Appointment can be provided
And the request can be sent to the relevant external Organisation
Acceptance criterion 2: amend request for an Appointment slot
Given a request for an Appointment slot has been sent to an external Organisation
When a need to change (update or delete) the request is identified
Then the Appointment request can be amended
And the revised Appointment request can be sent to the relevant external Organisation
Acceptance criterion 3: respond to Appointment request
Given that an Organisation makes Appointment slots available to external Organisations to book
When a request for an Appointment slot is received by the Organisation
Then the request for an Appointment slot can be viewed
And the request can be responded to (accepted or rejected)
EpicCB7 - booking approval
As a Service Provider
I want to be able to create Appointment slots that require approval by my Organisation before the Appointment is confirmed
So that I can better manage the Booking of Appointment slots by external Organisations
Acceptance criterion 1: create Appointment slots that need approval
Given that an Organisation makes Appointments available to external Organisations to book
When the Organisation identifies Appointment slots that require approval before Booking is confirmed for an external Organisation
Then the Appointment slots can be identified as requiring approval
Acceptance criterion 2: book Appointment slot that requires approval
Given that an Organisation has made Appointment slots available to external Organisations to book
And some or all of the Appointment slots have been identified as requiring approval
When an external Organisation requests an Appointment slot that requires approval
Then the request for the Appointment slot is sent to the Provider of the Appointment slot
And the requestor can identify that the Appointment slot requires approval before being confirmed
Acceptance criterion 3: respond to request for Appointment slot
Given that an Organisation has made Appointment slots available to external Organisations to book
And some or all of the Appointment slots have been identified as requiring approval
When a request to book an Appointment slot that requires approval is received from an external Organisation
Then the request for an Appointment slot can be responded to (approved or rejected)
And the requestor is notified of the outcome
EpicCB8 - report on usage of Cross-Organisation Appointments
As a Manager
I want to have access to custom reports relating to externally bookable Appointment slots
So that I can make informed decisions relating to these Appointments
Acceptance criterion 1: report on use of Appointments by external organisations
Given that an organisation has made Appointments available to external organisations to book
And information on these Appointment slots is available
When the Manager wants to report on use of their Organisation’s Appointments by external organisations
Then a report can be run to create output relating to the use of externally bookable Appointment slots
Acceptance criterion 2: report on use of other organisation’s Appointments
Given that an organisation has booked Appointments for their Patients/Service Users with external organisations
And information on these Appointments is available
When the Manager wants to report on Appointments made for their Patients/Service Users with other Organisations
Then a report can be run to create output relating to the use of externally bookable Appointment slots
EpicCB9 - manage Cross-Organisation Appointment Booking templates
As a Service Provider
I want to be able to maintain templates for Appointment slots
So that I can improve efficiency by using existing templates to create externally bookable Appointment slots
Acceptance criterion 1: maintain Appointment slot template
Given that there is a need to create Appointment slots that can be made available to external Service Providers to book
When a change is required relating to an Appointment slot template
Then the relevant template for externally bookable Appointment slots can be created, updated or deleted
Acceptance criterion 2: Use booking slot template
Given that one or more templates exist to support the creation of Appointment slots
When the Service Provider decides to create one or more externally bookable Appointment slots based on a template
Then the existing templates can be viewed
And the relevant template can be selected
And one or more externally bookable Appointment slots can be created based on the template
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability: None |
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability: |
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at another Health or Care OrganisationGiven the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations When the Health or Care Professional selects to book an Appointment for a Patient/Service User at another Health or Care Organisation Then the Appointment is booked for that Patient/Service User Acceptance criterion 2: view Appointment for a Patient/Service User at another Health or Care OrganisationGiven the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations When the Health or Care Professional selects to view an Appointment for a Patient/Service User at another Health or Care Organisation Then the Appointment is displayed for that Patient/Service User Acceptance criterion 3: amend Appointment for a Patient/Service User at another Health or Care OrganisationGiven the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations When the Health or Care Professional selects to amend an Appointment for a Patient/Service User at another Health or Care Organisation Then the Appointment is amended for that Patient/Service User Acceptance criterion 4: cancel Appointment for a Patient/Service User at another Health or Care OrganisationGiven the Health or Care Professional is permitted to manage Appointments for Patients/Service Users at other Health or Care Organisations When the Health or Care Professional selects to cancel an Appointment for a Patient/Service User at another Health or Care Organisation Then the Appointment is cancelled for that Patient/Service User E00438 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
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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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E00439 - view Cross-Organisation Appointment Booking reportsAs a Health or Care Professional I want to view Cross-Organisation Appointment Booking reports So that I can see Cross-Organisation Appointment Booking activity Acceptance criterion 1: view Cross-Organisation Appointment Booking reportsGiven the Health or Care Professional is permitted to view Cross-Organisation Appointment Booking reports When the Health or Care Professional selects to view a Cross-Organisation Appointment Booking report Then the report results are 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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