GEN2 Uplifts to Personal Health Budget Capability and inclusion of additional MAY Epic

ID

RM222

Version

1.0.0

Type

Roadmap Item

Frameworks

Title

GEN2 Uplifts to Personal Health Budget Capability and inclusion of additional MAY Epic

Description

Uplifts made to the Personal Health Budget Capability to support the GEN2 Strategy and increase the scope of the Capability with an additional MAY requirement

Date Added

Mar 1, 2024

Standards and Capabilities

Personal Health Budget

Change Route

Managed Capacity - Minor/Patch uplifts

Change Type

Uplift

Status

Closed

Publication Date

Mar 15, 2024

Effective Date

Mar 28, 2024

Incentives / Funding

No

Incentive / Funding Dates

N/A

Background

The GEN2 changes outlined below are part of the evolution of the existing relevant Digital Services for Integrated Care (DSIC) Capabilities and Standards Model into a new format. The intention of the new format is to provide a more flexible requirements model that reduces barriers to innovation as Suppliers can build iteratively to meet user needs. 

The Authority’s goal is to have restructured the relevant DSIC Capabilities and Standards so that they conform to the below principles:

  1. A more permissible model with a minimum number of MUST Epics in each Capability to cover:

    1. Scope of Capability generally (may be more than 1, but keeping to a minimum)

    2. Serious Clinical Safety implications if not a MUST and there isn’t a safe alternative

    3. Covers Legal Requirements for Practices

    4. Supports the Practice meeting their obligations under the GP Contract

    5. Any mandated national Interoperability Standards mapped to that Capability

    6. To cover any other Standards that map specifically to that Capability e.g. Management Information Reporting Standard or eMED3 Standard (this does not include Overarching Standards)

  2. Majority of existing MUST Epics will change to be MAYs and new MAY Epics will be added in some cases to replace requirements from within Capability Specific Standards

    1. This allows the Supplier to choose which MAY EPICs to implement and evidence. We expect the Suppliers to recognise the need to provide a comprehensive product based on their user feedback and their desire to be competitive against other solutions

  3. Mandatory Overarching Standards will remain

  4. A number of Standards are planned to be removed as part of the GEN2 transition, including Capability Specific Standards (e.g. Appointments Management - Citizen - Standard) once the requirements within have been reviewed and one of the following actions taken: 

    1. Requirement is removed and re-written as part of the Epics and Acceptance Criteria within the associated Capability (i.e. as a completely new Epic or as amendments to an existing Epic)

    2. Requirement is removed and the important details added as Additional Implementation Details against an Epic within the associated Capability

    3. Requirement is removed and the important details added as Supporting Information against an Epic within the associated Capability (this could be directly against the Epic or on a Reference Page referenced from the Supporting Information against the Epic)

    4. Requirement is removed entirely (i.e. because it is a duplicate requirement and doesn’t specify anything that isn’t already covered by an Epic or it is deemed non-essential and too low level for the Epics)

    5. Requirement is moved into another Standard

Please be aware that there are no Standards to be removed in relation to this Capability.

In addition to the above, a new MAY requirement has been added to the Personal Health Budget Capability in the form of a MAY Epic. This change expands the scope so that it better fulfils the purpose of the Personal Health Budget Capability but is not mandatory.

Outline Plan

N/A

Summary of Change

Personal Health Budget: uplifted

Personal Health Budget: uplifted

  • Update Personal Health Budget to version 1.0.2

  • Epic ‘C32E3’ has been removed

  • Epic ‘C32E6’ has been removed

  • Epic ‘C32E9’ has been removed

  • Epic ‘C32E10’ has been removed

  • Epic ‘C32E11’ has been removed

  • Epic ‘C32E12’ has been removed

  • Epic ‘C32E13’ has been removed

Personal Health Budget: MAY Epic added

Personal Health Budget: MAY Epic added

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

Full Specification

Personal Health Budget v1.0.2

Assurance Approach

New GEN2 Capabilities 

For Suppliers with Solutions already on the Buying Catalogue: 

  • The results of previous Capability Assessments will be carried over from GEN1 to GEN2 for Epics and Acceptance Criteria that have not changed 

  • For new Epics or Epics that have been amended as a result of the Capability Specific Standard being retired, the results of previous assurance will be carried over and no further evidence or assurance will be required

For New Suppliers: 

  • These Epics will be assessed as part of the Capability Assessment phase and this will be a high level assessment based on the Acceptance Criteria defined

  • These Epics are not intended to replace the full assurance process for any related Standards (e.g. assessing the Epic does not negate the need for the Interoperability Standard to be fully assured by the appropriate team)

New MAY Epic

A new Personal Health Budget MAY requirement has been added in the form of a MAY Epic which describes additional functionality. This Epic can be selected by Suppliers but is not mandatory. If selected, it will be assessed as part of the Capability Assessment phase and this will be a high level assessment based on the Acceptance Criteria defined.