ID

C16

Version

1.1.0

Type

Capability

Category

Reporting and data analytics

Status

Effective

Effective Date

Framework(s)

Description

Enables reporting and analysis using a range of data items to support clinical care and Health or Care Organisation management.

Outcomes

For Health or Care Organisations:

Have the tools to be able to analyse data locally, which will support areas such as clinical care, finance, audit and operational needs.

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

E00344 - report on a range of data items

As a Health or Care Professional

I want reports to use a range of data items

So that I can run reports based on a range of data items

Acceptance criterion 1: define report criteria

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to define the criteria for a report

Then the Health or Care Professional can select a range of data items

Acceptance criterion 2: view report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to view the report

Then the report results are displayed

note

E00344 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Ability to report on a range of data items provided by achieving compliance with multiple different Capabilities (Data items can be provided by one or more Solutions)

  • Reporting functions to be available between the hours of 8am to 6pm daily, as a minimum

E00344 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Ability to report on a range of data items provided by achieving compliance with multiple different Capabilities (Data items can be provided by one or more Solutions)

  • Reporting functions to be available between the hours of 8am to 6pm daily, as a minimum

E00344 - Supporting Information

  • Examples of report criteria MAY include, but are not limited to:

    • Any combination of coded or structured data held within or linked to the Patient/Service User Record

    • Historic and future dates or date ranges

    • Defined time periods (e.g. in the last 6 months)

    • Inclusion or exclusion of deceased or inactive Patients/Service Users

    • Data items which are no longer active or are prevented from ongoing use in Patient/Service User Records

  • It is recommended that reporting functions are available at all times when the Solution is available for use

  • It is recommended that data used in reporting is fully up to date to enable decisions to be made without compromising Patient/Service User care

  • For coded data, see Data Standards for requirements

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

E00345 - include Synthetic Patients/Service Users in reports

As a Health or Care Professional

I want to configure reports to include Synthetic Patients/Service Users

So that I can test reports before they are used operationally

Acceptance criterion 1: include Synthetic Patients/Service Users in reports

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to include Synthetic Patients/Service Users in the report results

Then Synthetic Patients/Service Users are included in the report results

And any Synthetic Patients/Service Users are indicated in the report results

Acceptance criterion 2: exclude Synthetic Patients/Service Users from reports

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to exclude Synthetic Patients/Service Users from the report results

Then Synthetic Patients/Service Users are excluded from the report results

E00345 - Supporting Information

  • Synthetic Patients/Service Users are records which can be used by some live processes but which do not relate to any existing person. For further information about Synthetic Data see the Master Glossary

E00346 - configure display of report results

As a Health or Care Professional

I want to configure how the results of reports are displayed

So that I can view the report results in the most appropriate way

Acceptance criterion 1: configure display of report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to configure the display of the report results

Then the report results are displayed as configured

E00346 - Supporting Information

  • Examples of configuration MAY include, but are not limited to:

    • Viewing a list of Patients/Service Users who meet defined criteria

    • Displaying a subset of data items from each Patient/Service User Record returned in the results

    • Number of Patients/Service Users grouped by age range

    • Drilling down to an individual Staff Member level or Health or Care Professional type level

E00347 - schedule the automated running of reports

As a Health or Care Professional

I want to schedule the automated running of reports

So that I do not have to run the reports manually

Acceptance criterion 1: create report schedule

Given the Health or Care Professional is permitted to run reports

When the Health or Care Professional selects to schedule the automatic running of a report

Then the report is scheduled

Acceptance criterion 2: automatically run report

Given a report has been scheduled to automatically run

When the scheduled time is reached

Then the report is run automatically

E00347 - Supporting Information

  • Examples of scheduling MAY include, but are not limited to:

    • On a specified date

    • At a specified time

    • On a recurring basis

E00348 - save locally defined reports

As a Health or Care Professional

I want to save locally defined reports

So that the report criteria do not need to be defined each time the report is run

Acceptance criterion 1: save locally defined reports

Given the Health or Care Professional is permitted to manage locally defined reports

When the Health or Care Professional selects to save a locally defined report

Then the report is saved

E00349 - save report results

As a Health or Care Professional

I want to save report results

So that I can view them without having to re-run the report

Acceptance criterion 1: save report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to save report results

Then the report results are saved

Acceptance criterion 2: view saved report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects select to view saved report results

Then the report results are displayed

E00350 - export report results

As a Health or Care Professional

I want to export report results

So that reports can be viewed outside of the Solution

Acceptance criterion 1: export report results

Given the Health or Care Professional is permitted to export report results

When the Health or Care Professional selects to export the report results

Then the report results are exported

E00350 - Supporting Information

  • Examples of report results export formats MAY include, but are not limited to:

    • .XLSX

    • .DOCX

    • .PDF

E00351 - print report results

As a Health or Care Professional

I want to print report results

So that reports can be viewed outside of the Solution

Acceptance criterion 1: print report results

Given the Health or Care Professional is permitted to view report results

When the Health or Care Professional selects to print the report results

Then the report results are printed

E00352 - share access to a report within my Health or Care Organisation

As a Health or Care Professional

I want to share access to a report with other users in my Health or Care Organisation

So that other users in my Health or Care Organisation can use the report

Acceptance criterion 1: share access to a report within my Health or Care Organisation

Given the Health or Care Professional is permitted to create reports

When the Health or Care Professional selects to share access to a report within their Health or Care Organisation

Then access to the report is shared with other users

E00353 - share report with another Health or Care Organisation

As a Health or Care Professional

I want to share a report with another Health or Care Organisation

So that reports can be shared between Health or Care Organisations

Acceptance criterion 1: share report with another Health or Care Organisation

Given the Health or Care Professional is permitted to share reports

When the Health or Care Professional selects to share the report with another Health or Care Organisation

Then the report is shared

Acceptance criterion 2: run shared report

Given the Health or Care Professional is permitted to run reports

When the Health or Care Professional selects to run a report that has been shared

Then the report results are displayed

E00354 - identify the reason a Patient/Service User meets each report criterion for a report

As a Health or Care Professional

I want to identify the reason a Patient/Service User meets each report criterion

So that I can see why the Patient/Service User was included in the report results

Acceptance criterion 1: identify the reason a Patient/Service User has been included in report results

Given the Health or Care Professional has run a report

When the Health or Care Professional selects to identify the reason a Patient/Service User has been included in the report’s results

Then the Health or Care Professional can see how the Patient/Service User meets each report criterion

E00354 - Supporting Information

  • For example, for a report with three specified criteria, provide a reason for how a given Patient/Service User met each criterion

E00355 - identify which report criteria a Patient/Service User does not meet

As a Health or Care Professional

I want to identify which report criteria in a report a Patient/Service User does not meet

So that I can see which report criteria caused the Patient/Service User to be excluded from the report results

Acceptance criterion 1: identify which report criteria the Patient/Service User did not meet

Given the Health or Care Professional has run a report

When the Health or Care Professional selects to identify why a Patient/Service User was excluded from a report’s results

Then the Health or Care Professional can see which report criteria a Patient/Service User does not meet

E00355 - Supporting Information

  • For example, for a report with three specified criteria, indicate for a given Patient/Service User which criteria they met and did not meet (the Patient/Service User may not be in the overall report results, but may meet some of the criteria)

E00356 - perform analytics

As a Health or Care Professional

I want to perform analytics

So that I can visualise the data, gain insights and identify trends

Acceptance criterion 1: perform analytics

Given the Health or Care Professional is permitted to perform analytics

When the Health or Care Professional selects to perform analytics

Then analytics are be performed

E00356 - Supporting Information

  • Examples of analytics MAY include, but are not limited to:

    • Visualisation of data (e.g. graphs, charts etc.)

    • Tracking data against KPIs and targets

    • Identification of trends and anomalies

    • Future predictions based on historic data

    • Test potential scenarios and recommend actions

E00492 - amend existing reports 

As a Health or Care Professional

I want to amend reports

So that I can respond to new or updated reporting requirements

Acceptance criterion 1: amend existing reports

Given the Health or Care Professional is permitted to manage reports

When the Health or Care Professional selects to amend a report

Then the report is amended

Other 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:

Items on the Roadmap which impact or relate to this Capability