ID	C67
Version	1.0.0
Type	Capability
Category	Health or care organisation management
Status	Effective
Effective Date	Oct 17, 2023
Framework(s)	Digital Pathways

Description

The Care Navigation Capability supports Health or Care Professionals to appropriately process and respond to Online Patient/Service User Consultations using a pre-configured Care Navigation Workflow.

Outcomes

For a Patient/Service User:	Consistent user experience of requesting assistance using Online Consultation tools
For Primary Care:	Ability to process Online Consultation requests using pre-configured Workflow Enable the Health or Care Organisation to respond to Online Consultations efficiently Enable navigating the Online Patient/Service User Consultations and Requests to the right Health or Care Professional in a multidisciplinary team
For the wider NHS and social care system:	Enable consistent processing of Online Patient/Service User Consultations and Requests

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

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

As a Health or Care Professional

I want to configure Care Navigation Workflow

So that I can control the processing of Online Consultation requests from Patient/Services Users for the Healthcare Organisation

Given the Health or Care Professional is permitted to configure Care Navigation Workflow

When the Health or Care Professional selects to configure a Care Navigation Workflow

Then the Care Navigation Workflow is configured

Given the Health or Care Professional is permitted to view existing Care Navigation Workflow

When the Health or Care Professional selects to view an existing Care Navigation Workflow

Then the details of selected Care Navigation Workflow are displayed

Given the Health or Care Professional is permitted to disable Care Navigation Workflow

When the Health or Care Professional selects to disable a Care Navigation Workflow

Then the selected Care Navigation Workflow is disabled

Given the Health or Care Professional is permitted to enable Care Navigation Workflow

When the Health or Care Professional selects to enable a Care Navigation Workflow

Then the selected Care Navigation Workflow is enabled

E00549 - Supporting Information

A Care Navigation Workflow can be described as:
- A pre-configured pathway of events to be completed by one or more Health or Care Professionals or Organisations, to process an episode of care. It may include some or all the following and more:
  - Receive structured or semi-structured request from Patient/Service User
  - Filter the information manually or based on predefined rules
  - Ability to refer or signpost the request to different services or appropriate Health or Care Professional either manually or based on predefined rules
  - Assessment of the request either by a human or system based on predefined rules or automated tool
- These Workflows can be manual or automated or a mix of both.

Examples of configuring a Care Navigation Workflow may include, but are not limited to:
- Create a new Care Navigation Workflow
- Amend an existing Care Navigation Workflow
Examples of details of a Care Navigation Workflow may include, but are not limited to:
- Tasks involved in a Care Navigation Workflow
- Decision points in a Care Navigation Workflow
- Various actors/resources involved in a Care Navigation Workflow
- Routing of Online Consultation requests to specific team or roles

As a Health or Care Professional

I want to process Online Consultation requests using the configured Care Navigation Workflow

So that the Online Consultation requests are directed to the appropriate Health or Care Professional or service

Given a Care Navigation Workflow has been configured

When an Online Consultation request is created by or on behalf of a Patient/Service User

Then the Online Consultation request is processed as per the configured Care Navigation Workflow

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

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

E00551 - assign Online Consultation requests to Health or Care Professional manually

As a Health or Care Professional

I want to assign Online Consultation requests to a Health or Care Professional or a group of Health or Care Professionals

So that the Online Consultation requests can be directed to the appropriate Health or Care Professional(s)

Acceptance criterion 1: view all Online Consultation requests

Given the Health or Care Professional is permitted to view all Online Consultation requests

When the Health or Care Professional selects to view all Online Consultation requests

Then all Online Consultation requests are displayed

Acceptance criterion 2: assign Online Consultation requests to a Health or Care Professional

Given the Health or Care Professional is permitted to assign Online Consultation requests

When the Health or Care Professional selects to assign an Online Consultation request to a Health or Care Professional

Then the Online Consultation requests is assigned

Acceptance criterion 3: assign Online Consultation requests to a group of Health or Care Professionals

Given the Health or Care Professional is permitted to assign Online Consultation requests

When the Health or Care Professional selects to assign an Online Consultation request to a group of Health or Care Professionals

Then the Online Consultation requests is assigned

Acceptance criterion 4: view Online Consultation requests assigned to a Health or Care Professional

Given Online Consultation requests are assigned to a Health or Care Professional

When the Health or Care Professional selects to view the assigned Online Consultation requests for the Health or Care Professional

Then the assigned Online Consultation requests are displayed

Acceptance criterion 5: view Online Consultation requests assigned to a group of Health or Care Professionals

Given Online Consultation requests are assigned to a group of Health or Care Professionals

And a Health or Care Professional is part of the group of Health or Care Professionals

When the Health or Care Professional selects to view the assigned Online Consultation requests to the group of Health or Care Professionals

Then the assigned Online Consultation requests are displayed

E00551 - Supporting Information

Examples scenarios of manually assigning an Online Consultation request MAY include, but are not limited to:
- When a Health or Care Professional is unavailable
- When an Online Consultation request is wrongly assigned
- When Online Consultation requests are assigned to specific Health Care Professional roles or groups for review

E00552 - assign Online Patient/Service User Requests to Health or Care Professional manually

As a Health or Care Professional

I want to assign Online Patient/Service User Requests to a Health or Care Professional or a group of Health or Care Professionals

So that the Online Patient/Service User Requests can be directed to the appropriate Health or Care Professional(s)

Acceptance criterion 1: view all Online Patient/Service User Requests

Given the Health or Care Professional is permitted to view all Online Patient/Service User Requests

When the Health or Care Professional selects to view all Online Patient/Service User Requests

Then all Online Patient/Service User Requests are displayed

Acceptance criterion 2: assign Online Patient/Service User Requests to a Health or Care Professional

Given the Health or Care Professional is permitted to assign Online Patient/Service User Requests

When the Health or Care Professional selects to assign an Online Patient/Service User Request to a Health or Care Professional

Then the Online Patient/Service User Request is assigned

Acceptance criterion 3: assign Online Patient/Service User Requests to a group of Health or Care Professionals

Given the Health or Care Professional is permitted to assign Online Patient/Service User Requests

When the Health or Care Professional selects to assign an Online Patient/Service User Request to a group of Health or Care Professionals

Then the Online Patient/Service User Request is assigned

Acceptance criterion 4: view Online Patient/Service User Requests assigned to a Health or Care Professional

Given Online Patient/Service User Requests are assigned to a Health or Care Professional

When the Health or Care Professional selects to view the assigned Online Patient/Service User Requests for the Health or Care Professional

Then the assigned Online Patient/Service User Requests are displayed

Acceptance criterion 5: view Online Patient/Service User Requests assigned to a group of Health or Care Professionals

Given Online Patient/Service User Requests are assigned to a group of Health or Care Professionals

And a Health or Care Professional is part of the group of Health or Care Professionals

When the Health or Care Professional selects to view the assigned Online Patient/Service User Requests to the group of Health or Care Professionals

Then the assigned Online Patient/Service User Requests are displayed

E00552 - Supporting Information

Examples scenarios of manually assigning an Online Patient/Service User Request MAY include, but are not limited to:
- When a Health or Care Professional is unavailable
- When an Online Patient/Service User Request is wrongly assigned

E00553 - record outcome of Online Consultation request manually

As a Health or Care Professional

I want to record outcomes to Online Consultation requests

So that I can apply appropriate conclusions to Online Consultations

Acceptance criterion 1: configure outcomes for Online Consultations

Given the Health or Care Professional is permitted to configure outcomes for Online Consultation requests

When the Health or Care Professional selects to configure the outcomes for Online Consultation requests

Then the outcomes for Online Consultation requests are configured

Acceptance criterion 2: record outcome of Online Consultation requests manually

Given the Health or Care Professional is permitted to record outcomes of Online Consultation requests

When the Health or Care Professional selects to record an outcome to the Online Consultation request

Then the selected outcome is recorded

E00554 - send automated notification to the Patient/Service User via SMS when there is a response to their Online Consultation request

As a Health or Care Professional

I want an automated notification to be sent to the Patient/Service User via SMS when I respond to their Online Consultation request

So that Patients/Service Users are informed that there is a response to their Online Consultation request

Acceptance criterion 1: send automated notification to a Patient/Service User via SMS when there is a response to their Online Consultation request

Given the Health or Care Professional is permitted to respond to Online Consultation requests

When the Health or Care Professional selects to respond to an Online Consultation request

And the Patient/Service User has consented to receive SMS

Then an automated SMS notification is sent to the Patient/Service User

E00555 - respond to Online Consultation requests using a template

As a Health or Care Professional

I want to respond to Online Consultation requests using a template

So that my responses are consistent

Acceptance criterion 1: configure Online Consultation request response template

Given the Health or Care Professional is permitted to configure the Online Consultation request response templates

When the Health or Care Professional selects to configure an Online Consultation request response template

Then the Online Consultation request response template is configured

Acceptance criterion 2: respond to Online Consultation requests using a template

Given the Health or Care Professional is permitted to respond to Online Consultation requests

And the Online Consultation requests response templates are configured

When the Health or Care Professional selects to respond to an Online Consultation request using an Online Consultation request response template

Then the response is drafted using the selected Online Consultation request response template

E00556 - Health or Care Professional to include electronic files in Online Consultation responses

As a Health or Care Professional

I want to include electronic files in Online Consultation request responses

So that Patients/Service Users can access and respond to these electronic files

Acceptance criterion 1: Health or Care Professional to include electronic files in Online Consultation responses

Given the Health or Care Professional is permitted to include electronic files in Online Consultation responses

When the Health or Care Professional selects to include electronic files in an Online Consultation response

Then the included electronic files are shared with the Patients/Service User as part of the Online Consultation response

E00557 - Health or Care Professional to include links in Online Consultation responses

As a Health or Care Professional

I want to include links in Online Consultation responses

So that Patients/Service Users can access and use these links

Acceptance criterion 1: Health or Care Professional to include links in Online Consultation responses

Given the Health or Care Professional is permitted to include links in Online Consultation responses

When the Health or Care Professional selects to include links in an Online Consultation response

Then the included links are shared with the Patients/Service User as part of the Online Consultation response

As a Health or Care Professional

I want to view an audit log of the Care Navigation conducted for Online Consultation requests

So that I can review the information used to reach the current state of an Online Consultation request

Given the Health or Care Professional is permitted to view the audit log of Care Navigation conducted for Online Consultation requests

When the Health or Care Professional selects to view the audit log of Care Navigation conducted for an Online Consultation request

Then the audit log of the Online Consultation request is displayed

As a Health or Care Professional

I want to view an audit log of the Care Navigation conducted for Online Patient/Service User Requests

So that I can review the information used to reach the current state of an Online Patient/Service User Request

Given the Health or Care Professional is permitted to view the audit log of Care Navigation conducted for Online Patient/Service User Requests

When the Health or Care Professional selects to view the audit log of Care Navigation conducted for an Online Patient/Service User Requests

Then the audit log of the Online Patient/Service User Request is displayed

As a Health or Care Professional

I want Online Consultation requests to be prioritised automatically using Care Navigation Workflow

So that I am aware of high priority Online Consultation requests

Given automatic prioritisation of Online Consultation requests is configured using Care Navigation Workflow

When an Online Consultation request is created

Then the Online Consultation request is automatically prioritised as configured in the Care Navigation Workflow

Acceptance criterion 2: flag urgent Online Consultation requests

Given Online Consultation requests are automatically prioritised for a Healthcare Organisation

When the Care Navigation Workflow identifies an Online Consultation request that needs urgent attention

Then the Online Consultation requests is flagged to the Healthcare Organisation

As a Health or Care Professional

I want Online Consultation requests to be automatically assigned to a Health or Care Professional using Care Navigation Workflow

So that the Online Consultation requests are directed to the appropriate Health and Care Professional

Given automatic assignment of Online Consultation requests is configured using Care Navigation Workflow

When an Online Consultation request is created

Then the Online Consultation requests is automatically assigned as configured in the Care Navigation Workflow

E00562 - Health or Care Professional records SNOMED CT codes for Online Consultations

As a Health or Care Professional

I want to record SNOMED CT codes for Online Consultations

So that structured coding can be used for Online Consultations to help categorisation, interoperability and reporting

Acceptance criterion 1: record SNOMED CT codes for Online Consultations

Given the Health or Care Professional is permitted to record SNOMED CT codes for Online Consultations

When the Health or Care Professional selects to record a SNOMED CT code for an Online Consultation

Then the SNOMED CT code is recorded for the Online Consultation

Acceptance criterion 2: record SNOMED CT codes for information within Online Consultations

Given the Health or Care Professional is permitted to record SNOMED CT codes for information within Online Consultations

When the Health or Care Professional selects to record a SNOMED CT code for information within an Online Consultation

Then the SNOMED CT code is recorded within the Online Consultation

E00563 - automated suggestion of SNOMED CT codes for Online Consultations

As a Health or Care Professional

I want the Online Consultation Solution to suggest appropriate SNOMED CT codes for Online Consultations

So that automated assistance is provided in recording the SNOMED CT codes for Online Consultations

Acceptance criterion 1: define the rules for automatically suggesting a SNOMED CT code for Online Consultations

Given the Health or Care Professional is permitted to define the rules for automatically suggesting a SNOMED CT code for Online Consultations

When the Health or Care Professional selects to define a rule for automatically suggesting a SNOMED CT code for Online Consultations

Then the automated suggestion of SNOMED CT code for Online Consultation rule is defined

Acceptance criterion 2: accept automatically suggested SNOMED CT code for an Online Consultation

Given the Health or Care Professional is permitted to record SNOMED CT codes for Online Consultations

When the automatically identified SNOMED CT codes are presented to the Health or Care Professional for the Online Consultation

And the Health or Care Professional selects to accept a suggested SNOMED CT code

Then the accepted SNOMED CT code is recorded for the Online Consultation

Acceptance criterion 3: reject automatically suggested SNOMED CT code for an Online Consultation

Given the Health or Care Professional is permitted to record SNOMED CT codes for Online Consultations

When the automatically identified SNOMED CT codes are presented to the Health or Care Professional for the Online Consultation

And the Health or Care Professional selects to reject a suggested SNOMED CT code

Then the rejected SNOMED CT code is not recorded for the Online Consultation

E00564 - send automated notification to the Patient/Service User via email when there is a response to their Online Consultation request

As a Health or Care Professional

I want an automated notification to be sent to the Patient/Service User via email when I respond to their Online Consultation request

So that Patients/Service Users are informed of the progress of their Online Consultation request

Acceptance criterion 1: send automated notification to a Patient/Service User via email when there is a response to their Online Consultation request

Given the Health or Care Professional is permitted to respond to Online Consultation requests

When the Health or Care Professional selects to respond to the Online Consultation request

And the Patient/Service User has consented to receive emails

Then an automated email notification is sent to the Patient/Service User

E00565 - view all Online Consultation requests for a Patient/Service User

As a Health or Care Professional

I want to view all Online Consultation requests for a Patient/Service User

So that I can get better understanding of the Patient/Service User’s history of Online Consultation requests

Acceptance criterion 1: view all Online Consultation requests for a Patient/Service User

Given the Health or Care Professional is permitted to view Online Consultation requests for Patients/Service Users

When the Health or Care Professional selects to view all Online Consultation requests for a Patients/Service User

Then all Online Consultation requests for the Patients/Service User are displayed

Acceptance criterion 2: view all Online Consultation requests responses for a Patient/Service User

Given the Health or Care Professional is permitted to view responses to Online Consultation requests for Patients/Service Users

When the Health or Care Professional selects to view all responses to an Online Consultation request for a Patients/Service User

Then all responses to the Online Consultation request for the Patients/Service User are displayed

Acceptance criterion 3: view all Online Consultation requests outcomes for a Patient/Service User

Given the Health or Care Professional is permitted to view outcomes of Online Consultation requests for Patients/Service Users

When the Health or Care Professional selects to view outcomes of all Online Consultation requests for a Patients/Service User

Then outcomes of all the Online Consultation requests for the Patients/Service User are displayed

E00604 - view all Online Patient/Service User Requests for a Patient/Service User

As a Health or Care Professional

I want to view all Online Patient/Service User Requests for a Patient/Service User

So that I can get better understanding of the Patient/Service User’s history of Online Patient/Service User Requests

Acceptance criterion 1: view all Online Patient/Service User Requests for a Patient/Service User

Given the Health or Care Professional is permitted to view Online Patient/Service User Requests for Patients/Service Users

When the Health or Care Professional selects to view all Online Patient/Service User Requests for a Patients/Service User

Then all Online Patient/Service User Requests for the Patients/Service User are displayed

Acceptance criterion 2: view all Online Patient/Service User Requests responses for a Patient/Service User

Given the Health or Care Professional is permitted to view responses to Online Patient/Service User Requests for Patients/Service Users

When the Health or Care Professional selects to view all responses to an Online Patient/Service User Request for a Patients/Service User

Then all responses to the Online Patient/Service User Request for the Patients/Service User are displayed

E00566 - view personalised display of Online Consultation requests

As a Health or Care Professional

I want to personalise the view of the Online Consultation requests

So that I can view the Online Consultation requests as per my needs

Acceptance criterion 1: configure a personalised display of Online Consultation requests

Given the Health or Care Professional is permitted to configure a personalised display of Online Consultation requests

When the Health or Care Professional selects to configure a personalised display of Online Consultation requests

Then the personalised display of Online Consultation requests is configured for the Health or Care Professional

Acceptance criterion 2: view personalised display of Online Consultation requests

Given the Health or Care Professional is permitted to access a personalised display of Online Consultation requests

When the Health or Care Professional selects to access a personalised display of Online Consultation requests

Then the personalised display of Online Consultation requests is displayed as per the configuration for the Health or Care Professional

E00567 - view personalised display of Online Patient/Service User Requests

As a Health or Care Professional

I want to personalise the view of the Online Patient/Service User Requests

So that I can view the Online Patient/Service User Requests as per my needs

Acceptance criterion 1: configure a personalised display of Online Patient/Service User Requests

Given the Health or Care Professional is permitted to configure a personalised display of Online Patient/Service User Requests

When the Health or Care Professional selects to configure a personalised display of Online Patient/Service User Requests

Then the personalised display of Online Patient/Service User Requests is configured for the Health or Care Professional

Acceptance criterion 2: view personalised display of Online Patient/Service User Requests

Given the Health or Care Professional is permitted to access a personalised display of Online Patient/Service User Requests

When the Health or Care Professional selects to access a personalised display of Online Patient/Service User Requests

Then the personalised display of Online Patient/Service User Requests is displayed as per the configuration for the Health or Care Professional

E00568 - view the delivery status of SMS notifications

As a Health or Care Professional

I want to view the delivery status of the SMS notifications sent to Patients/Service Users

So that I know when these notifications are delivered to Patients/Service Users

Acceptance criterion 1: view the delivery status of SMS notification

Given the Health or Care Professional is permitted to view the delivery status of SMS notifications

And an SMS notification is sent to a Patient/Service User

When the Health or Care Professional selects to view the delivery status of the SMS notification

Then the delivery status is displayed

E00605 - view the delivery status of email notifications

As a Health or Care Professional

I want to view the delivery status of the email notifications sent to Patients/Service Users

So that I know when these notifications are delivered to Patients/Service Users

Acceptance criterion 1: view the delivery status of email notification

Given the Health or Care Professional is permitted to view the delivery status of email notifications

And an email notification is sent to a Patient/Service User

When the Health or Care Professional selects to view the delivery status of of the email notification

Then the delivery status is displayed

E00569 - automatically send scheduled Health Review forms requests to Patient/Service Users

As a Health or Care Professional

I want to automatically send scheduled Health Review forms requests to Patient/Service Users

So that Health Review forms are sent to Patient/Service Users for their completion at an appropriate time

Acceptance criterion 1: configure schedule to automatically send Health Review forms to Patient/Service Users

Given the Health or Care Professional is permitted to configure the schedule to automatically send Health Review forms to Patient/Service Users

When the Health or Care Professional selects to configure the schedule to automatically send Health Review forms to Patient/Service Users

Then the Health Review forms schedule is configured for the Patients/Service User

Acceptance criterion 2: automatically send scheduled Health Review forms requests to Patient/Service Users

Given Health Review forms are scheduled to be automatically sent to a Patients/Service User

When the schedule conditions are met

Then the Health Review forms are automatically sent to the Patients/Service User

As a Health or Care Professional

I want to configure the manual Care Navigation Workflow

So that I can control the processing of Online Consultation requests from Patient/Services Users for the Healthcare Organisation

Given the Health or Care Professional is permitted to configure the manual Care Navigation Workflow

When the Health or Care Professional selects to configure the manual Care Navigation Workflow

Then the manual Care Navigation Workflow is configured

Given the Health or Care Professional is permitted to view the manual Care Navigation Workflow

When the Health or Care Professional selects to view the manual Care Navigation Workflow

Then the manual Care Navigation Workflow is displayed

Given the Health or Care Professional is permitted to disable the manual Care Navigation Workflow

When the Health or Care Professional selects to disable the manual Care Navigation Workflow

Then the manual Care Navigation Workflow is disabled

Given the Health or Care Professional is permitted to enable the manual Care Navigation Workflow

When the Health or Care Professional selects to enable the manual Care Navigation Workflow

Then the manual Care Navigation Workflow is enabled

As a Health or Care Professional

I want to configure a semi-automated Care Navigation Workflow

So that I can control the processing of Online Consultation requests from Patient/Services Users for the Healthcare Organisation

Given the Health or Care Professional is permitted to configure the semi-automated Care Navigation Workflow

When the Health or Care Professional selects to configure the semi-automated Care Navigation Workflow

Then the semi-automated Care Navigation Workflow is configured

Given the Health or Care Professional is permitted to view the semi-automated Care Navigation Workflow

When the Health or Care Professional selects to view the semi-automated Care Navigation Workflow

Then the semi-automated Care Navigation Workflow is displayed

Given the Health or Care Professional is permitted to disable semi-automated Care Navigation Workflow

When the Health or Care Professional selects to disable the semi-automated Care Navigation Workflow

Then the semi-automated Care Navigation Workflow is disabled

Given the Health or Care Professional is permitted to enable semi-automated Care Navigation Workflow

When the Health or Care Professional selects to enable semi-automated Care Navigation Workflow

Then the semi-automated Care Navigation Workflow is enabled

As a Health or Care Professional

I want to configure automated Care Navigation Workflows

So that I can control the processing of Online Consultation requests from Patient/Services Users for the Healthcare Organisation

Given the Health or Care Professional is permitted to configure automated Care Navigation Workflows

When the Health or Care Professional selects to configure the automated Care Navigation Workflow

Then the automated Care Navigation Workflow is configured

Given the Health or Care Professional is permitted to view automated Care Navigation Workflows

When the Health or Care Professional selects to view the automated Care Navigation Workflow

Then the automated Care Navigation Workflow is displayed

Given the Health or Care Professional is permitted to disable automated Care Navigation Workflow

When the Health or Care Professional selects to disable the automated Care Navigation Workflow

Then the automated Care Navigation Workflow is disabled

Given the Health or Care Professional is permitted to enable automated Care Navigation Workflow

When the Health or Care Professional selects to enable the automated Care Navigation Workflow

Then the automated Care Navigation Workflow is enabled

As a Health or Care Professional

I want to configure a Supplier implemented automated Care Navigation Workflow

So that the Online Consultation requests are processed as per the Supplier implemented automated Care Navigation Workflow

Given the Health or Care Professional is permitted to enable Supplier implemented automated Care Navigation Workflow

When the Health or Care Professional selects to enable the Supplier implemented automated Care Navigation Workflow

Then the Supplier implemented automated Care Navigation Workflow is enabled

Given the Health or Care Professional is permitted to disable Supplier implemented automated Care Navigation Workflow

When the Health or Care Professional selects to disable the Supplier implemented automated Care Navigation Workflow

Then the Supplier implemented automated Care Navigation Workflow is disabled

As a Health or Care Professional

I want to process the Online Consultation requests based on the Supplier implemented automated Care Navigation Workflow

So that the Online Consultation requests are directed to the appropriate Health/Care Professional or service

Given Supplier implemented automated Care Navigation Workflow has been enabled

When an Online Consultation request has been created for a Patient/Service User

Then the Online Consultation request is processed as per the Supplier implemented automated Care Navigation Workflow

As a Health or Care Professional

I want to be made aware of any exception during the automated processing of Online Consultation requests

So that I can manually handle these Online Consultation requests

Given the Health or Care Professional is permitted to view and handle exceptions during the automated processing of Online Consultation requests

When the automated Care Navigation Workflow encounters an exception during processing of an Online Consultation request

Then the Health or Care Professional is notified of the exception

And the Health or Care Professional is able to manually process the Online Consultation request

As a Health or Care Professional

I want to be made aware of any exception during automated processing of Online Consultation requests

So that I can manually handle these Online Consultation requests

Given the Health or Care Professional is permitted to view and handle exceptions during automated processing of Online Consultation requests

When the Supplier implemented automated Care Navigation Workflow encounters an exception during processing of an Online Consultation request

Then the Health or Care Professional is notified of the exception

And the Health or Care Professional is able to manually process the Online Consultation request

Items on the Roadmap which impact or relate to this Capability

ID

Version

Type

Category

Status

Effective Date

Framework(s)

Description

Outcomes

E00549 - configure Care Navigation Workflow

Acceptance criterion 1: configure Care Navigation Workflow

Acceptance criterion 2: view Care Navigation Workflow

Acceptance criterion 3: disable Care Navigation Workflow

Acceptance criterion 4: enable Care Navigation Workflow

E00549 - Supporting Information

E00550 - process Online Consultation requests using Care Navigation Workflow

Acceptance criterion 1: process Online Consultation requests using Care Navigation Workflow

E00551 - assign Online Consultation requests to Health or Care Professional manually

Acceptance criterion 1: view all Online Consultation requests

Acceptance criterion 2: assign Online Consultation requests to a Health or Care Professional

Acceptance criterion 3: assign Online Consultation requests to a group of Health or Care Professionals

Acceptance criterion 4: view Online Consultation requests assigned to a Health or Care Professional

Acceptance criterion 5: view Online Consultation requests assigned to a group of Health or Care Professionals

E00551 - Supporting Information

E00552 - assign Online Patient/Service User Requests to Health or Care Professional manually

Acceptance criterion 1: view all Online Patient/Service User Requests

Acceptance criterion 2: assign Online Patient/Service User Requests to a Health or Care Professional

Acceptance criterion 3: assign Online Patient/Service User Requests to a group of Health or Care Professionals

Acceptance criterion 4: view Online Patient/Service User Requests assigned to a Health or Care Professional

Acceptance criterion 5: view Online Patient/Service User Requests assigned to a group of Health or Care Professionals

E00552 - Supporting Information

E00553 - record outcome of Online Consultation request manually

Acceptance criterion 1: configure outcomes for Online Consultations

Acceptance criterion 2: record outcome of Online Consultation requests manually

E00554 - send automated notification to the Patient/Service User via SMS when there is a response to their Online Consultation request

Acceptance criterion 1: send automated notification to a Patient/Service User via SMS when there is a response to their Online Consultation request

E00555 - respond to Online Consultation requests using a template

Acceptance criterion 1: configure Online Consultation request response template

Acceptance criterion 2: respond to Online Consultation requests using a template

E00556 - Health or Care Professional to include electronic files in Online Consultation responses

Acceptance criterion 1: Health or Care Professional to include electronic files in Online Consultation responses

E00557 - Health or Care Professional to include links in Online Consultation responses

Acceptance criterion 1: Health or Care Professional to include links in Online Consultation responses

E00558 - view audit log of Care Navigation conducted for Online Consultation requests

Acceptance criterion 1: view audit log of Care Navigation conducted for Online Consultation requests

E00559 - view audit log of Care Navigation conducted for Online Patient/Service User Requests

Acceptance criterion 1: view audit log of Care Navigation conducted for Online Patient/Service User Requests

E00560 - automatically prioritise Online Consultation requests using Care Navigation Workflow

Acceptance criterion 1: automatically prioritise Online Consultation requests using Care Navigation Workflow

Acceptance criterion 2: flag urgent Online Consultation requests

E00561 - automatically assign Online Consultation requests using Care Navigation Workflow

Acceptance criterion 1: automatically assign Online Consultation requests using Care Navigation Workflow

E00562 - Health or Care Professional records SNOMED CT codes for Online Consultations

Acceptance criterion 1: record SNOMED CT codes for Online Consultations

Acceptance criterion 2: record SNOMED CT codes for information within Online Consultations

E00563 - automated suggestion of SNOMED CT codes for Online Consultations

Acceptance criterion 1: define the rules for automatically suggesting a SNOMED CT code for Online Consultations

Acceptance criterion 2: accept automatically suggested SNOMED CT code for an Online Consultation

Acceptance criterion 3: reject automatically suggested SNOMED CT code for an Online Consultation

E00564 - send automated notification to the Patient/Service User via email when there is a response to their Online Consultation request

Acceptance criterion 1: send automated notification to a Patient/Service User via email when there is a response to their Online Consultation request

E00565 - view all Online Consultation requests for a Patient/Service User

Acceptance criterion 1: view all Online Consultation requests for a Patient/Service User

Acceptance criterion 2: view all Online Consultation requests responses for a Patient/Service User

Acceptance criterion 3: view all Online Consultation requests outcomes for a Patient/Service User

E00604 - view all Online Patient/Service User Requests for a Patient/Service User

Acceptance criterion 1: view all Online Patient/Service User Requests for a Patient/Service User

Acceptance criterion 2: view all Online Patient/Service User Requests responses for a Patient/Service User

E00566 - view personalised display of Online Consultation requests

Acceptance criterion 1: configure a personalised display of Online Consultation requests

Acceptance criterion 2: view personalised display of Online Consultation requests

E00567 - view personalised display of Online Patient/Service User Requests

Acceptance criterion 1: configure a personalised display of Online Patient/Service User Requests

Acceptance criterion 2: view personalised display of Online Patient/Service User Requests

E00568 - view the delivery status of SMS notifications

Acceptance criterion 1: view the delivery status of SMS notification

E00605 - view the delivery status of email notifications

Acceptance criterion 1: view the delivery status of email notification

E00569 - automatically send scheduled Health Review forms requests to Patient/Service Users

Acceptance criterion 1: configure schedule to automatically send Health Review forms to Patient/Service Users