Appointments Management - GP


IDC5
Version1.0.1
TypeCapability
StatusEffective
Effective Date 

Full Capability status only. For this Capability, Solutions are required to meet all MUST EPICs and associated acceptance criteria.

Description

Supports the administration, scheduling, resourcing and reporting of Appointments.


Outcomes

For a Patient:The ability to access medical services as and when they are needed.
For General Practice:The effective management of time, personnel, and resources to ensure all Patients have timely access to appropriate medical services, and that staff members can undertake their responsibilities efficiently.
For the wider NHS and social care system:The efficient management of Appointments, allocation of resources and movement of Patients across Primary Care to best support the needs of all Patients.


MUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding

C5E1 - manage Session templates

As a Practice User

I want to manage Session templates 

So that Practice Users can create Sessions from templates

Acceptance criterion 1: create Session template

Given the Practice User is permitted to create Session templates

When they choose to create a Session template

Then the Session template is created

Acceptance criterion 2: amend Session template

Given the Practice User is permitted to amend Session templates

When they choose to amend a Session template

Then the Session template is amended

Acceptance criterion 3: delete Session template

Given the Practice User is permitted to delete Session templates

When they choose to delete a Session template

Then the Session template is deleted 



C5E2 - manage Sessions

As a Practice User

I want to manage Sessions 

So that Practice Users can manage Sessions for the General Practice

Acceptance criterion 1: assign Session templates

Given the Practice User is permitted to assign Session templates

When they choose to assign a Session template

Then the Session template is assigned

Acceptance criterion 2: create a Session

Given the Practice User is permitted to create a Session 

When they choose to create a Session 

Then the Session is created

Acceptance criterion 3: amend a Session

Given the Practice User is permitted to amend a Session 

When they choose to amend a Session 

Then the Session is amended

Acceptance criterion 4: cancel a Session

Given the Practice User is permitted to cancel a Session 

When they choose to cancel a Session 

Then the Session is cancelled

Acceptance criterion 5: view a Session

Given the Practice User is permitted to view a Session 

When they choose to view a Session

Then the Session is displayed

Acceptance criterion 6: export a Session

Given the Practice User is permitted to export a Session 

When they choose to export a Session

Then the Session is exported



C5E3 - configure Appointments

As a Practice User

I want to configure Sessions and Slots

So that they can be used for Appointments

Acceptance criterion 1: configure Sessions

Given the Practice User is permitted to configure Sessions

When they choose to configure a Session

Then the Session is configured

Acceptance criterion 2: configure Slots

Given the Practice User is permitted to configure Slots

When they choose to configure a Slot

Then the Slot is configured



C5E4 - Practice configuration

As a Practice User

I want to configure Appointment rules at a Practice level

So that they can be used for Appointments

Acceptance criterion 1: configure Appointment rules

Given the Practice User is permitted to configure Appointment rules at a Practice level

When they define a rule

Then the rule is applied to all Appointments



C5E5 - manage Appointments

As a Practice User

I want to manage Appointments

So that Patients have access to medical services

Acceptance criterion 1: book Appointments 

Given the Practice User is permitted to book Appointments

When they choose to book an Appointment

Then the Appointment is booked

Acceptance criterion 2: cancel Appointments 

Given the Practice User is permitted to cancel Appointments

When they choose to cancel an Appointment

Then the Appointment is cancelled

Acceptance criterion 3: update Appointments 

Given the Practice User is permitted to update Appointments

When they choose to update an Appointment

Then the Appointment is updated

Acceptance criterion 4: view Appointments 

Given the Practice User is permitted to view Appointments

When they choose to view an Appointment 

Then the Appointment is displayed

Acceptance criterion 5: search Appointments 

Given the Practice User is permitted to search for Appointments

When they search Appointments

Then the search results are displayed

Acceptance criterion 6: alerts on Appointments 

Given the Practice User is permitted to receive alerts

When the management of an Appointment requires an alert to be displayed 

Then the alert is displayed 



C5E6 - view Appointment reports

As a Practice User

I want to view Appointment reports

So that I can see Appointment activity

Acceptance criterion 1: view Appointment reports

Given the Practice User is permitted to view Appointment reports

When the Practice User chooses to view an Appointment report

Then the report is displayed



C5E7 - access Patient Record

As a Practice User

I want to access the Patient Record

So that I can access the Patient Record

Acceptance criterion 1: accessing Patient Record where identified

Given a Patient Record is identified

And the Practice User is permitted to view the Patient Record

When the Practice User chooses to access the Patient Record

Then the Patient Record is accessed


Capability Specific Standards

Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability:


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