ID

C32

Version

1.0.2

Type

Capability

Category

Citizen services

Status

Effective

Effective Date

Framework(s)

Description

Enables Health or Care Professionals to manage Personal Health Budgets for Patient/Service Users.

Outcomes

For a Health or Care Professional:

Able to manage Patient/Service Users' Personal Health Budgets.

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

E00649 - manage Personal Health Budgets for a Patient/Service User

As a Health or Care Professional

I want to manage Personal Health Budgets for Patient/Service Users

So that Personal Health Budgets can be managed

Acceptance criterion 1: create Personal Health Budgets for a Patient/Service User

Given the Health or Care Professional is permitted to manage Personal Health Budgets for Patients/Service Users

When the Health or Care Professional selects to create a Personal Health Budget for a Patient/Service User

Then the Personal Health Budget is created

Acceptance criterion 2: view Personal Health Budgets for a Patient/Service User

Given the Health or Care Professional is permitted to manage Personal Health Budgets for Patients/Service Users

When the Health or Care Professional selects to view a Personal Health Budget for a Patient/Service User

Then the Personal Health Budget is displayed

Acceptance criterion 3: amend Personal Health Budgets for a Patient/Service User

Given the Health or Care Professional is permitted to manage Personal Health Budgets for Patients/Service Users

When the Health or Care Professional selects to amend a Personal Health Budget for a Patient/Service User

Then the Personal Health Budget is amended

Acceptance criterion 4: close Personal Health Budgets for a Patient/Service User

Given the Health or Care Professional is permitted to manage Personal Health Budgets for Patients/Service Users

When the Health or Care Professional selects to close a Personal Health Budget for a Patient/Service User

Then the Personal Health Budget is closed

E00649 - Supporting Information

  • Examples of information viewed in Personal Health Budgets MAY include, but are not limited to:

    • Budget available

    • Purchases using the budget

  • Decision support MAY be provided based on eligibility criteria set nationally and/or at an individual Health Board level to guide the creation of Personal Health Budgets

  • Personal Health Budgets MAY be combined with other budgets

  • Examples of combined Personal Health Budgets MAY include, but are not limited to:

    • Multiple Personal Health Budgets combined to support several individuals

    • A Personal Health Budget combined with social care budgets

    • A Personal Health Budget combined with education personal budgets

    • A combination of the above

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

E00650 - record reviews of Personal Health Budgets

As a Health or Care Professional

I want to record reviews of Personal Health Budgets

So that reviews of Personal Health Budgets are recorded

Acceptance criterion 1: record reviews of Personal Health Budgets

Given the Health or Care Professional is permitted to manage Personal Health Budgets

When the Health or Care Professional selects to record a review of a Personal Health Budget

Then the review is recorded

E00651 - Health or Care Professionals recording purchases made using Personal Health Budgets

As a Health or Care Professional

I want to record purchases made using Personal Health Budgets

So that there is a record of the products and services purchased for the treatment and care of Patient/Service Users

Acceptance criterion 1: Health or Care Professionals recording purchases using Personal Health Budgets

Given the Health or Care Professional is permitted to manage Personal Health Budgets

When the Health or Care Professional selects to record a purchase made using a Personal Health Budget

Then the purchase is recorded

And evidence of the purchase is attached

E00651 - Supporting Information

  • Purchased products and services MAY include, but are not limited to:

    • Equipment (e.g. wheelchairs)

    • Therapies (e.g. counselling)

    • Personal Care (e.g. personal assistant)

    • Services (e.g. gym membership)

  • Evidence of purchases MAY include, but are not limited to:

    • Receipts

    • Invoices

    • Bank statements

E00652 - make payments for products or services

As a Health or Care Professional

I want to make payments for products or services relating to Personal Health Budgets

So that payments are made for products or services

Acceptance criterion 1: make payments for products or services

Given the Health or Care Professional is permitted to manage Personal Health Budgets

When the Health or Care Professional selects to make a payment for a product or service

Then the payment is made

And the purchase is recorded to the Patient/Service User’s Personal Health Budget

E00653 - Patient/Service Users viewing Personal Health Budgets

As a Patient/Service User

I want to view my Personal Health Budget 

So that I can view my Personal Health Budget

Acceptance criterion 1: Patient/Service Users viewing Personal Health Budgets

Given the Patient/Service User is permitted to view their Personal Health Budget

When the Patient/Service User selects to view their Personal Health Budget

Then the Personal Health Budget is displayed

E00653 - Supporting Information

  • Examples of information viewed in Personal Health Budgets MAY include, but are not limited to:

    • Budget available

    • Purchases using the budget

E00654 - Patient/Service Users recording purchases made using Personal Health Budgets

As a Patient/Service User

I want to record purchases made using my Personal Health Budget 

So that there is a record of the products and services purchased for my treatment and care

Acceptance criterion 1: Patient/Service Users recording purchases using Personal Health Budgets

Given the Patient/Service User is permitted to record purchases using their Personal Health Budget

When the Patient/Service User selects to record a purchase made using their Personal Health Budget

Then the purchase is recorded

And evidence of the purchase is attached

E00654 - Supporting Information

  • Purchased products and services MAY include, but are not limited to:

    • Equipment (e.g. wheelchairs)

    • Therapies (e.g. counselling)

    • Personal Care (e.g. personal assistant)

    • Services (e.g. gym membership)

  • Evidence of purchases MAY include, but are not limited to:

    • Receipts

    • Invoices

    • Bank statements

E00655 - Proxies viewing Personal Health Budgets

As a Proxy

I want to view a Personal Health Budget on behalf of the Patient/Service User

So that the purchase of products and services can be viewed

Acceptance criterion 1: Proxies viewing Personal Health Budgets

Given the Proxy is permitted to view Personal Health Budgets

When the Proxy selects to view the Personal Health Budget

Then the Personal Health Budget is displayed

E00655 - Supporting Information

  • Examples of information viewed in Personal Health Budgets MAY include, but are not limited to:

    • Budget available

    • Purchases using the budget

E00656 - Proxies recording purchases made using Personal Health Budgets

As a Proxy

I want to record purchases made using a Personal Health Budget on behalf of the Patient/Service User

So that there is a record of the products and services purchased for the treatment and care of Patient/Service Users

Acceptance criterion 1: Proxies recording purchases using Personal Health Budgets

Given the Proxy is permitted to manage Personal Health Budgets

When the Proxy selects to record a purchase made using a Personal Health Budget

Then the purchase is recorded

And evidence of the purchase is attached

E00656 - Supporting Information

  • Purchased products and services MAY include, but are not limited to:

    • Equipment (e.g. wheelchairs)

    • Therapies (e.g. counselling)

    • Personal Care (e.g. personal assistant)

    • Services (e.g. gym membership)

  • Evidence of purchases MAY include, but are not limited to:

    • Receipts

    • Invoices

    • Bank statements

E00657 - link Personal Health Budgets with Care Plans

As a Patient/Service User

I want to link my Personal Health Budget with my Care Plan

So that my Personal Health Budget is linked with my Care Plan

Acceptance criterion 1: link Personal Health Budget with Care Plan

Given the Patient/Service User is permitted to link their Personal Health Budget to their Care Plan

When the Patient/Service User selects to link their Personal Health Budget to their Care Plan

Then the Personal Health Budget and the Care Plan are linked

Acceptance criterion 2: link Personal Health Budget purchases to elements of the Care Plan

Given the Patient/Service User is permitted to link their Personal Health Budget to their Care Plan

When the Patient/Service User selects to link a purchase on the Personal Health Budget to an element of their Care Plan

Then the purchase on the Personal Health Budget and the element of the Care Plan are linked

E00658 - apportion Personal Health Budgets

As a Health or Care Professional

I want to apportion Personal Health Budgets

So that Personal Health Budgets are apportioned to meet the needs of Patient/Service Users

Acceptance criterion 1: apportion Personal Health Budgets

Given the Health or Care Professional is permitted to apportion Personal Health Budgets

When the Health or Care Professional selects to apportion a Personal Health Budget

Then the Personal Health Budget is apportioned

E00658 - Supporting Information

  • Examples of apportioning Personal Health Budgets MAY include, but are not limited to:

    • A direct payment

    • A notional budget

    • A third party budget

    • A combination of the above

  • Further information about apportioning Personal Health Budgets can be found at Personal health budgets: options for managing the money

E00659 - manage products or services in a directory

As a Health or Care Professional

I want to manage products and services in a directory

So that there are products and services to record purchases against

Acceptance criterion 1: add products and services to a directory

Given that the Health or Care Professional is permitted to manage products and services in a directory

When the Health or Care Professional selects to add a product or service to a directory

Then the product or service is added

Acceptance criterion 2: view products and services in a directory

Given that the Health or Care Professional is permitted to manage products and services in a directory

When the Health or Care Professional selects to view a product or service in a directory

Then the product or service is displayed

Acceptance criterion 3: amend products and services in a directory

Given that the Health or Care Professional is permitted to manage products and services in a directory

When the Health or Care Professional selects to amend a product or service in a directory

Then the product or service is amended

Acceptance criterion 4: remove products and services from a directory

Given that the Health or Care Professional is permitted to manage products and services in a directory

When the Health or Care Professional selects to remove a product or service from a directory

Then the product or service is removed

E00659 - Supporting Information

  • Products and services in a directory MAY include, but are not limited to:

    • Equipment (e.g. wheelchairs)

    • Therapies (e.g. counselling)

    • Personal Care (e.g. personal assistant)

    • Services (e.g. gym membership)

E00660 - view Personal Health Budget reports

As a Health or Care Professional

I want to view Personal Health Budget reports

So that reports relating to Personal Health Budgets can be viewed

Acceptance criterion 1: view Personal Health Budget reports

Given a Health or Care Professional is permitted to view Personal Health Budget reports

When the Health or Care Professional selects to view a Personal Health Budget report

Then the report results are displayed

E00660 - Supporting Information

  • An example of a Personal Health Budget report MAY include, but is not limited to:

    • Purchases made for products or services of a provider

E00661 - view reports on Patient/Service Users eligible for Personal Health Budgets

As a Health or Care Professional

I want to view reports on Patients/Services Users who are eligible for Personal Health Budgets

So that Patients/Services Users who are eligible for Personal Health Budgets can be identified

Acceptance criterion 1: view reports on Patients/Service Users eligible for Personal Health Budgets

Given a Health or Care Professional is permitted to view reports on Patient/Service Users who are eligible for Personal Health Budgets

When the Health or Care Professional selects to view a report on Patient/Service Users who are eligible for Personal Health Budgets

Then the report results are displayed

Items on the Roadmap which impact or relate to this Capability