Patient Information Maintenance - GP

Description

Outcomes

For a Patient:

The accurate recording of a Patient’s personal information which contributes to the identification of the Patient and sharing of correct data across health and care. Increased involvement in their own care through enablement of Citizen Services. Patient safety is increased and facilitates finding Patients at risk.

For General Practice:

The organisation and presentation of a comprehensive Electronic Patient Record (EPR) ensures up to date and relevant information is available to appropriate staff to support timely Patient care. It supports effective communication with Patients and other organisations as well as forming the basis for enabling access to Citizen services.

For the wider NHS and social care system: 

The accurate recording of a Patient’s personal information, the organisation and presentation of a comprehensive Electronic Patient Record (EPR) and making it available across care settings improves efficiency, promotes collaboration and encourages the use of a lifelong integrated care record. 

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

E00163 - manage Patient Registrations

As a Health or Care Professional

I want to manage Patients Registrations

So that I can manage which Patients are currently registered with my Healthcare Organisation

Acceptance criterion 1: create a Patient Registration

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Registration Type is recorded

And the date the Patient Registration started is recorded

And the Named Accountable GP for the Patient is recorded

And the Patient Registration is created

Acceptance criterion 2: amend a Patient Registration

Given the Health or Care Professional is permitted to amend Patient Registrations

When the Health or Care Professional selects to amend a Patient Registration

And the Patient Registration is amended

Acceptance criterion 3: end a Patient Registration

Given the Health or Care Professional is permitted to end Patient Registrations

When the Health or Care Professional selects to end a Patient Registration

Then the date the Patient Registration ended is recorded

And the Patient Registration is ended

Acceptance criterion 4: view Patient Registration information

Given the Health or Care Professional is permitted to view Patient Registration information

When the Health or Care Professional selects to view a Patient’s Registration information

Then the Patient’s Registration information is displayed

E00163 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Patient Registration Types will be in line with legislative registration statuses as defined in the GP Contract

E00163 - Supporting Information

  • Registration Types MAY include, but are not limited to:

    • Fully Registered

    • Temporary Resident

    • Immediately necessary treatment


E00164 - manage Patient Demographic Information 

As a Health or Care Professional

I want to manage Patient Demographic Information

So that Patient Demographic Information is managed

Acceptance criterion 1: create Patient Demographic Information

Given the Health or Care Professional is permitted to create Patient Demographic Information

When the Health or Care Professional selects to create Demographic Information for a Patient

Then the Patient’s NHS Number is recorded

And the Patient’s name is recorded

And the Patient’s date of birth is recorded

And the Patient’s address is recorded

And the Patient’s telephone number can be recorded

And other contact details for the Patient can be recorded

And the Patient’s ethnicity can be recorded

And the Patient Demographic Information is created

Acceptance criterion 2: amend Patient Demographic Information

Given the Health or Care Professional is permitted to amend Patient Demographic Information

When the Health or Care Professional selects to amend Patient Demographic Information

Then the Patient Demographic Information is amended

Acceptance criterion 3: view Patient Demographic Information

Given the Health or Care Professional is permitted to view Patient Demographic Information

When the Health or Care Professional selects to view a Patient’s Demographic Information

Then the Patient's Demographic Information is displayed

E00164 - Supporting Information

  • Examples of other contact details for a Patient MAY include, but are not limited to:

    • Email address

    • Alternative telephone numbers (e.g. work)

  • Other examples of Demographic Information MAY include, but are not limited to:

    • Preferred Name

    • Former Family Name

    • Preferred written language

    • Preferred spoken language

    • Gender identity

    • Sex


E00165 - manage Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manage Electronic Patient Records (EPRs)

So that clinical and administrative information relating to a Patient is stored in a single Electronic Patient Record (EPR)

Acceptance criterion 1: view an Electronic Patient Record (EPR) 

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is displayed

Acceptance criterion 2: update an Electronic Patient Record (EPR) 

Given the Health or Care Professional is permitted to update Electronic Patient Records (EPRs)

When the Health or Care Professional selects to update an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is updated

Acceptance criterion 3: view of all historical information relating to a Patient’s care

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they select to view all historical information relating to a Patient’s care

Then a view of all historical information relating to a Patient’s care is displayed


E00166 - manage Citizen Service Access for a Patient

As a Health or Care Professional

I want to manage Citizen Service Access for Patients

So that Patients have access to Citizen Services

Acceptance criterion 1: enable Citizen Service Access for a Patient

Given the Health or Care Professional is permitted to enable Citizen Service Access

When the Health or Care Professional selects to enable Citizen Service Access for a Patient

Then the Citizen Service Access is enabled for that Patient

Acceptance criterion 2: disable Citizen Service Access for a Patient

Given the Health or Care Professional is permitted to disable Citizen Service Access

When they select to disable Citizen Service Access for a Patient

Then the Citizen Service Access is disabled for that Patient

Acceptance criterion 3: create Verified User Accounts

Given the Health or Care Professional is permitted to create Verified User Accounts

When they select to create a Verified User Account for a Patient

Then the Verified User Account is created for that Patient

Acceptance criterion 4: amend Verified User Accounts

Given the Health or Care Professional is permitted to amend Verified User Accounts

When they select to amend a Verified User Account for a Patient

Then the Verified User Account is amended for that Patient

Acceptance criterion 5: view Verified User Accounts

Given the Health or Care Professional is permitted to view Verified User Accounts

When they select to view a Verified User Account for a Patient

Then the Verified User Account is displayed for that Patient

Acceptance criterion 6: generate Verified User Accounts credentials information

Given the Health or Care Professional is permitted to generate Verified User Account credentials information for a Patient

When the Health or Care Professional selects to generate Verified User Account credentials information for a Patient

Then the Practice ODS Code is generated

And the Verified User Accounts ID is generated

And the Verified User Accounts Linkage Key is generated

And a list of available Citizen Services is generated

And a list of Solutions providing a Citizen Service which integrate with the Patient Information Maintenance Solution is generated

And the Verified User Account credentials information is shared with the Patient

Given the Health or Care Professional has generated Verified User Account credentials for a Patient

When the Patient enters their Verified User Account credentials

Then the Online Service Account is linked to their Verified User Account

E00166 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Access to Citizen Services will be disabled immediately for deceased or otherwise deducted Patients

  • The Solution supports the resetting of the VUA Linkage Key as requested, both

    • Via the Citizen Service Solution, or

    • By a Health or Care Professional via their Solution

  • Upon reset request, the VUA reverts to a Status of Inactive and all access to Citizen Services terminated

  • Include the standard information text and URLs when generating VUA credentials information as defined on Information for GP IT Foundation Suppliers

E00166 - Supporting Information


E00167 - manage Identity Verifications for a Patient

As a Health or Care Professional

I want to manage Identity Verifications for Patients

So that Identity Verifications are managed

Acceptance criterion 1: create Identity Verifications for a Patient

Given the Health or Care Professional is permitted to create Identity Verifications

When they select to create an Identity Verification for a Patient

Then the Identity Verification is created for that Patient

Acceptance criterion 2: amend Identity Verifications for a Patient

Given the Health or Care Professional is permitted to amend Identity Verifications

When they select to amend an Identity Verification for a Patient

Then the Identity Verification is amended for that Patient

Acceptance criterion 3: view Identity Verifications for a Patient

Given the Health or Care Professional is permitted to view Identity Verifications

When they select to view an Identity Verification for a Patient

Then the Identity Verification is displayed for that Patient

E00167 - Supporting Information


E00168 - manage Communicate with Practice Citizen Service access for a Patient and the Practice

As a Health or Care Professional

I want to manage Patient access to the Communicate with Practice Citizen Service

So that I can manage Patient access to the Communicate With Practice Citizen Service

Acceptance criterion 1: enable Patient access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the Communicate with Practice Citizen Service

Then access to the Communicate with Practice Citizen Service is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Patient’s access to the Communicate with Practice Citizen Service

Then access to the Communicate with Practice Citizen Service is disabled for the Patient

Acceptance criterion 3: enable Communicate with Practice Citizen Service for the Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When they select to enable the Communicate with Practice Citizen Service for the Practice

Then the Communicate with Practice Citizen Service is enabled for the Practice

Acceptance criterion 4: disable Communicate with Practice Citizen Service for the Practice

Given the Health or Care Professional is permitted to disable a Citizen service for the Practice

When they select to disable the Communicate with Practice for the Practice

Then the Communicate with Practice Citizen Service is disabled for the Practice

E00168 - Supporting Information


E00169 - manage Appointments Management Citizen Service access for a Patient and the Practice

As a Health or Care Professional

I want to manage Patient access to the Appointments Management Citizen Service

So that I can manage Patient access to the Appointments Management Citizen Service

Acceptance criterion 1: enable Patient access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Patient’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is disabled for the Patient

Acceptance criterion 3: enable Appointments Management Citizen Service for the Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When they select to enable the Appointments Management Citizen Service for the Practice

Then the Appointments Management Citizen Service is enabled for the Practice

Acceptance criterion 4: disable Appointments Management Citizen Service for the Practice

Given the Health or Care Professional is permitted to disable a Citizen Service for the Practice

When they select to disable the Appointments Management Citizen Service for the Practice

Then the Appointments Management Citizen Service is disabled for the Practice

E00169 - Supporting Information


E00170 - manage Prescription Ordering Citizen Service access for a Patient and the Practice

As a Health or Care Professional

I want to be able to manage Patient access to the Prescription Ordering Citizen Service

So that I can manage Patient access to Prescription Ordering Citizen Service for Repeat Medication

Acceptance criterion 1: enable Patient access to the Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the Prescription Ordering Citizen Service

Then access to the Prescription Ordering Citizen Service is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Patient’s access to Prescription Ordering

Then access to the Prescription Ordering Citizen Service is disabled for the Patient

Acceptance criterion 3: enable Prescription Ordering Citizen Service for the Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When they select to enable the Prescription Ordering Citizen Service for the Practice

Then the Prescription Ordering Citizen service is enabled for the Practice

Acceptance criterion 4: disable Prescription Ordering Citizen Service for the Practice

Given the Health or Care Professional is permitted to disable a Citizen Service for the Practice

When they select to disable the Prescription Ordering Citizen Service for the Practice

Then the Prescription Ordering Citizen Service is disabled for the Practice

E00170 - Supporting Information


E00171 - manage View Record Citizen Service Access for the Practice

As a Health or Care Professional

I want to be able to manage access to the View Record Citizen Service for the Practice

So that I can manage access to View Record Citizen Service

Acceptance criterion 1: enable access to the Summary Information Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to enable access to the Summary Information Record Level for the Practice

Then the Summary Information Record Access Level is enabled for the Practice

Acceptance criterion 2: disable access to the Summary Information Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to disable access to the Summary Information Record Access Level for the Practice

Then the Summary Information Record Access Level is disabled for the Practice

Acceptance criterion 3: enable access to the Detailed Coded Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to enable access to the Detailed Coded Record Access Level for the Practice

Then the Detailed Coded Record Access Level is enabled for the Practice

Acceptance criterion 4: disable access to the Detailed Coded Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to disable a Patient’s access to the Detailed Coded Record Access Level for the Practice

Then the Detailed Coded Record Access Level is disabled for the Practice

Acceptance criterion 5: enable access to the Document Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

And the Detailed Coded Recorded Access Level is enabled

When they select to enable access to the Document Access Level for the Practice

Then the Document Access Level is enabled for the Practice

Acceptance criterion 6: disable access to the Document Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to disable access to the Document Access Level for the Practice

Then the Document Access Level is disabled for the Practice

Acceptance criterion 7: enable access to the View Record Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to enable access to the View Full Record Level Access Level for the Practice

Then they can record a start date for data to be available from

And the View Record Full Record Access Level is enabled for the Practice

Acceptance criterion 8: disable access to View Record Full Record Access Level for the Practice

Given the Health or Care Professional is permitted to configure access to Citizen Services for the Practice

When they select to disable a Patient’s access to a View Record Full Record Access Level for the Practice

Then View Record Full Record Access Level is disabled for the Practice

E00171 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • The Record Access level for a Citizen will not exceed the configured Record Access Level for the Practice

E00171 - Supporting Information

  • The start date determines the date from which the data made available goes back to, not whether the Service is offered/available by the Practice e.g. where the Full Record Access start date is set to 15th March 2015 and the Full Record Access is enabled (‘switched on’) by the Practice on the 1st April 2015

  • Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance


E00172 - manage View Record Citizen Service Access for a Patient

As a Health or Care Professional

I want to be able to manage access to the View Record Citizen Service for individual Patients

So that I can manage Patient access to View Record Citizen Service

Acceptance criterion 1: enable Patient access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the Summary Information Record Level

Then the Summary Information Record Access Level is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Summary Information Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Patient’s access to the Summary Information Record Access Level

Then the Summary Information Record Access Level is disabled for the Patient

Acceptance criterion 3: enable Patient access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the Detailed Coded Record Access Level

Then the Detailed Coded Record Access Level is enabled for the Patient

Acceptance criterion 4: disable Patient access to the Detailed Coded Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Patient’s access to the Detailed Coded Record Access Level

Then the Detailed Coded Record Access Level is disabled for the Patient

Acceptance criterion 5: enable Patient access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

And the Detailed Coded Recorded Access Level is enabled

When they select to enable the Patient’s access to the Document Access Level

Then the Document Access Level is enabled for the Patient

Acceptance criterion 6: disable Patient access to the Document Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Patient’s access to the Document Access Level

Then the Document Access Level is disabled for the Patient

Acceptance criterion 7: enable Patient access to the View Record Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable the Patient’s access to the View Full Record Level Access Level

Then they can record a start date for data to be available from

And the View Record Full Record Access Level is enabled for the Patient

Acceptance criterion 8: disable Patient access to View Record Full Record Access Level for a Patient

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Patient’s access to a View Record Full Record Access Level

Then View Record Full Record Access Level is disabled for the Patient

E00172 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • The Record Access Level for a Patient will not exceed the configured Record Access Level for the Practice

E00172 - Supporting Information

  • The start date determines the date from which the data made available goes back to, not whether the Service is offered/available by the Practice e.g. where the Full Record Access start date is set to 15th March 2015 and the Full Record Access is enabled (‘switched on’) by the Practice on the 1st April 2015

  • Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance


E00173- manage Communicate With Practice Citizen Service communications

As a Health or Care Professional

I want to manage Citizen communications created via the Communicate With Practice Citizen Service

So that the Practice can communicate with Citizens using the Communicate With Practice Citizen Service

Acceptance criterion 1: create Communication Records for Communicate With Practice Citizen Service communications

Given a Citizen has sent a communication using the Communicate With Practice Citizen Service

When the communication is received by the Practice

Then a record of the communication is created in the Electronic Patient Record (EPR)

Acceptance criterion 2: respond to communications sent via the Communicate With Practice Citizen Service

Given the Health or Care Professional is permitted to communicate with a Citizen via the Communicate With Practice Citizen Service

When they select to respond to a communication sent via the Communicate With Practice Citizen Service

Then the communication is created

And can be viewed by the Citizen using the Communicate With Practice Citizen Service

E00173 - Supporting Information


E00174 - configure access to elements of the Electronic Patient Record (EPR) in the View Record Citizen Service

As a Health or Care Professional

I want to record that elements of the Electronic Patient Record (EPR) are Restricted from View Record

So that elements recorded as Restricted from View Record are not displayed to Citizens via the View Record Citizen Service

Acceptance criterion 1: record existing elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service upon review

Given the Health or Care Professional is permitted to review the Electronic Patient Record (EPR)

When they select to record an existing element of the Electronic Patient Record (EPR) as Restricted from View Record

Then this element is recorded as Restricted from View Record

And it is not displayed in Citizen Services

Acceptance criterion 2: record elements of the Electronic Patient Record (EPR) as Restricted from View Record Citizen Service whilst entering information

Given the Health or Care Professional is permitted to enter information into the Electronic Patient Record (EPR)

When they enter information into the Electronic Patient Record (EPR)

And the Health or Care Professional selects to record an element of this information as Restricted from View Record

Then this element is recorded as Restricted from View Record

And it is not displayed via the View Record Citizen Service

Acceptance criterion 3: indicate Restricted from View Record elements to Health or Care Professionals

Given the Health or Care Professional is permitted to view the Electronic Patient Record (EPR)

And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record

When the Health or Care Professional selects to view the Electronic Patient Record (EPR)

Then the Health or Care Professional can view that these elements are Restricted from View Record

Acceptance criterion 4: update elements recorded as Restricted from View Record as available for View Record

Given the Health or Care Professional is permitted to view the Electronic Patient Record (EPR)

And there are elements of the Electronic Patient Record (EPR) that have been recorded as Restricted from View Record

When the Health or Care Professional selects to record an element as available for View Record

Then this element is recorded as available for the View Record Citizen Service

And it is displayed via the View Record Citizen Service

E00174 - Supporting Information

  • Elements of the Electronic Patient Record (EPR) MAY include, but are not limited to:

    • An Electronic Patient Record (EPR) (as a whole)

    • Groups of elements of an Electronic Patient Record (EPR) e.g. an entire consultation

    • Individual elements e.g. a code, a medication

  • Examples of when a Health or Care Professional MAY need to record an element of the Electronic Patient Record (EPR) as Restricted from view include, but are not limited to:

    • When reviewing Pathology results

    • When reviewing Radiology results

    • When reviewing external documents

  • Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance


E00255 - display Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want Patient Alerts to be displayed for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals

Acceptance criterion 1: display Patient Alert in Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR)

And a Patient Alert is recorded for that Patient's Electronic Patient Record (EPR)

Then the Patient Alert is displayed

E00255 - Supporting Information


As a Health or Care Professional

I want to maintain Patient Registration information via NHAIS HA/GP Links

So that Patient Registration information is up to date

Acceptance criterion 1: send Patient Registration Information

Given a Health or Care Professional is permitted to manage Patient Registrations

When the Health or Care Professional creates a Registration for a Patient

Then a NHAIS HA/GP Links registration message is created

Acceptance criterion 2: receive Patient Registration Information

Given a NHAIS HA/GP Links message has been sent to the GP Practice

When the Health or Care Professional selects to view the received NHAIS HA/GP Links messages

Then the NHAIS HA/GP Links messages are displayed

E00175 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00176 - Personal Demographics Service (PDS)

As a Health or Care Professional

I want the Solution to be integrated with Personal Demographics Service (PDS)

So that Personal Demographics information for Patients is up to date

Acceptance criterion 1: update PDS data based on Solution data

Given the local Electronic Patient Record (EPR) in the Solution is matched to a PDS record

And there are differences between the information held in the Solution for the Patient and the PDS record

When the Health or Care Professional selects to update the PDS record information based on the local Electronic Patient Record (EPR) information

Then the data held in the PDS record for that Patient is updated to match the local Electronic Patient Record (EPR)

Acceptance criterion 2: update Solution data based on PDS data

Given the local Electronic Patient Record (EPR) in the Solution is linked to a PDS record

And there are differences between the information held in the Solution for the Patient and the PDS record

When the Health or Care Professional selects to update the local Electronic Patient Record (EPR) based on PDS record information

Then the data held in the Patient’s local Electronic Patient Record (EPR) is updated to match the PDS record

Acceptance criterion 3: verify Patients using PDS during the Registration process

Given the Health or Care Professional is creating a Patient Registration

When the Health or Care Professional enters the Patient’s information

Then an Advanced Trace on PDS data is triggered

And the results are displayed

E00176 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00177 - transfer Electronic Patient Records (EPRs) between GP Practices

As a Health or Care Professional

I want to electronically transfer Electronic Patient Records (EPRs) between GP Practices

So that Electronic Patient Records (EPRS) are transferred directly and securely when they move from one GP Practice to another

Acceptance criterion 1 - electronically transfer an Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to transfer Electronic Patient Records (EPRs)

When the Health or Care Professional selects to transfer an Electronic Patient Records (EPR) to a new GP Practice

Then the Electronic Patient Record (EPR) is electronically transferred to the new GP Practice

Acceptance criterion 2 - electronically receive an Electronic Patient Record (EPR)

Given an Electronic Patient Record (EPR) has been transferred from another GP Practice

When the Health or Care Professional selects to integrate a received Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is integrated

E00177 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00178 - Summary Care Record (SCR)

As a Health or Care Professional

I want to manage Summary Care Records for Patients

So that up to date Summary Care Records are available to be viewed

Acceptance criterion 1: create Summary Care Record

Given the Health or Care Professional is permitted to create Summary Care Records

When the Health or Care Professional selects to create a Summary Care Record for a Patient

Then the Summary Care Record is created

Acceptance criterion 2: update Summary Care Record

Given the Health or Care Professional is permitted to update Summary Care Records

When the Health or Care Professional selects to update the Summary Care Record for a Patient

Then the Summary Care Record is updated

Acceptance criterion 3: view Summary Care Record

Given the Health or Care Professional is permitted to view Summary Care Records

When the Health or Care Professional selects to view the Summary Care Record for a Patient

Then the Summary Care Record is displayed

Acceptance criterion 4: withdraw Summary Care Record

Given there is a Summary Care Record for a Patient

And the Health or Care Professional is permitted to withdraw Summary Care Records

When the Health or Care Professional selects to withdraw the Summary Care Record for a Patient

Then the Summary Care Record is withdrawn

E00178 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00179 - GP Connect - Access Record

As a Health or Care Professional

I want to enable access to Patient information for other Healthcare Organisations via GP Connect

So that Patient information can be accessed by other Healthcare Organisations

Acceptance criterion 1: provide access to GP Patient Information as a HTML view

Given there is Patient data to be shared for a Patient

When the Health or Care Professional at another Healthcare Organisation selects information from the Patient’s GP Record

Then the Patient information is displayed as an HTML view

Acceptance criterion 2: provide access to GP Patient Information relating to Medications and Allergies

Given there is Patient data to be shared for a Patient

When the Health or Care Professional at another Healthcare Organisation selects information from the Patient’s GP Record

Then the structured Medication and Allergies data for the Patient is displayed

E00179 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00180 - GP Connect Messaging - Send Document

As a Health or Care Professional 

I want to receive Patient consultation notes from other Healthcare Organisations

So that Patient consultation notes from other Healthcare Organisations can be stored in Electronic Patient Records (EPRs)

Acceptance criterion 1: view Patient Consultation Summary Reports sent via GP Connect Messaging

Given that Patient consultation notes have been sent to the Healthcare Organisation

When the Health or Care Professional selects to view a Patient’s consultation notes received via GP Connect Messaging

Then the Patient’s consultation notes are displayed

E00180 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • GP Connect Standard (GP Connect Messaging - Send Document)


E00181 - NHS 111 CDA messages

As a Health or Care Professional 

I want to be able to receive NHS111 CDA messages from 111 providers

So that NHS111 information for Patients can be stored in Electronic Patient Records (EPRs)

Acceptance criterion 1: view NHS111 CDA messages message content

Given that a valid NHS111 CDA message has been sent to the Healthcare Organisation

When the Health or Care Professional selects to view information received via a NHS111 CDA message for a Patient

Then the information is displayed

E00181 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00182 - General Practice Extraction Service (GPES)

As a Health or Care Professional

I want to submit data extracts to NHS Digital using the GPES Data Extraction Service

So that data relating to my GP Practice can be submitted to NHS Digital

Acceptance criterion 1: create GPES data extracts

Given there is GPES data to be submitted for the GP Practice

When the creation of the GPES data extract file is triggered

Then the GPES data extract file is created

E00182 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00183 - Digital Medicines and Pharmacy FHIR Messages

As a Health or Care Professional

I want to view immunisation and medication data shared via Digital Medicines and Pharmacy FHIR messages

So that I have an up to date record of immunisations and medications administered to a Patient

Acceptance criterion 1: view Digital Medicines and Pharmacy FHIR messages

Given that a valid Digital Medicines and Pharmacy FHIR message has been sent to the Healthcare Organisation

When the Health or Care Professional selects to view information received via a Digital Medicines and Pharmacy FHIR message for a Patient

Then the information is displayed

E00183 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00184 - GP Data for Planning and Research

As a Health or Care Professional

I want to submit GP Data for Planning and Research data to NHS Digital

So that information can be submitted to NHS Digital to enable planning and research

Acceptance criterion 1: create GP Data for Planning and Research data for submission

Given there is GP Data to be submitted by the Solution

When the creation of the GP Data for Planning and Research data file is triggered

Then the GP Data for Planning and Research data file is created

E00184 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00185 - submit Primary Care Clinical Terminology Usage data to NHS Digital

As a Health or Care Professional

I want to submit Primary Care Clinical Terminology Usage data to NHS Digital on behalf of my Healthcare Organisation

So that aggregated counts of clinical coded terms can be submitted to NHS Digital to enable monitoring

Acceptance criterion 1: create Primary Care Clinical Terminology Usage data for submission

Given there is Primary Care Clinical Terminology Usage data to be submitted by the Solution

When the creation of the Primary Care Clinical Terminology Usage data file is triggered

Then the Primary Care Clinical Terminology Usage data file is created

E00185 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00109 - submit Management Information (MI) data to NHS Digital

As a Health or Care Professional

I want Management Information (MI) data to be sent to NHS Digital on behalf of my Healthcare Organisation

So that aggregated counts of information can be submitted to NHS Digital to enable monitoring

Acceptance criterion 1: create Management Information (MI) data for submission

Given there is Management Information (MI) data to be submitted by the Solution

When the creation of the Management Information (MI) data file is triggered

Then the Management Information (MI) data file is created

E00109 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00277 - Transfer of Care FHIR Payload

As a Health or Care Professional

I want to receive Transfer of Care FHIR messages for Patients

So that Transfer of Care information can be viewed and processed

Acceptance criterion 1: view Transfer of Care FHIR message content

Given a Transfer of Care FHIR message has been received for a Patient

When the Health or Care Professional selects to view the Transfer of Care information

Then the Transfer of Care information is displayed

E00277 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:


E00285 - National Data Opt-Out

As a Health or Care Professional 

I want the Solution to retrieve and uphold each Patient’s National Data Opt-Out preference for data dissemination

So that only appropriate Patient data is included when sharing confidential Patient information for purposes beyond individual care in line with national policy

Acceptance criterion 1: uphold National Data Opt-Out preferences

Given a Patient data extract has been triggered

When a Patient has a National Data Opt-Out recorded

Then they are excluded from the Patient data extract

E00285 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

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

E00186 - search for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to search for Electronic Patient Records (EPRs)

So that I can find Electronic Patient Records (EPRs) for Patients

Acceptance criterion 1: search for an Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they search for an Electronic Patient Record (EPR)

Then the search results are displayed

E00186 - Supporting Information

  • Demographic Information to be used to search for Electronic Patient Records (EPRs) MAY include, but are not limited to:

    • Family name

    • Given name / forename (including first or other names)

    • Preferred name/alias/also known as

    • Date of birth

    • NHS Number

    • Address

    • Postcode

    • Telephone number

    • Registration Type

    • Local Patient identifier


E00187 - search content of an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the content of an Electronic Patient Record (EPR)

So that I can view Patient information relevant to my search term

Acceptance criterion 1: search the content of an Electronic Patient Record (EPR)

Given the Health or Care Professional has permission to manage an Electronic Patient Record (EPR)

When the Health or Care Professional enters a search term

Then content that matches the search term in the Electronic Patient Record (EPR) is displayed

E00187 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Searches will include the following:

    • Using all/any combination of coded or structured data held within or linked to the Electronic Patient Record (EPR)

    • For a specified text string across both structured data (including clinical terms) and free text fields

    • For a document using classification and/or document properties (header file / document metadata)


E00188 - search the contents of documents attached to an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to search the contents of a document attached to an Electronic Patient Record (EPR)

So that I can view content within the document that is relevant to my search term

Acceptance criterion 1: search the contents of a document

Given there is a document attached to an Electronic Patient Record (EPR)

When the Health or Care Professional selects to search the content of a document for a specific term

Then document contents that match the search term are displayed


E00189 - print the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to print the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be printed

Acceptance criterion 1: print the Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to manage an Electronic Patient Record (EPR)

When the Health or Care Professional selects to print an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is printed

E00189 - Supporting Information

  • When printing the Electronic Patient Record (EPR), Health or Care Professionals MAY be able to select whether to print:

    • Attached documents or a selection thereof

    • Audit Trails


E00190 - export the Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be able to export the Electronic Patient Record (EPR)

So that the Electronic Patient Record (EPR) can be exported into an electronic file format

Acceptance criterion 1: export the Electronic Patient Record (EPR)

Given the Health or Care Professional is permitted to export an Electronic Patient Record (EPR)

When the Health or Care Professional selects to export an Electronic Patient Record (EPR)

Then the Electronic Patient Record (EPR) is exported

E00190 - Supporting Information

  • When exporting the Electronic Patient Record (EPR), Health or Care Professionals MAY be able to select whether to export:

    • Attached documents or a selection thereof

    • Audit Trails


E00191 - manage a personalised display of Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manage a personalised display for Electronic Patient Records (EPRs)

So that I have a personalised display of Electronic Patient Records (EPRs) that can be saved and applied to all Electronic Patient Records (EPRs) 

Acceptance criterion 1: create a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they select to create a personalised display for Electronic Patient Records (EPRs)

Then a personalised display is created

Acceptance criterion 2: view Electronic Patient Records (EPRs) using personalised display

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When they select to view an Electronic Patient Record (EPR)

And they have created a personalised display for Electronic Patient Records (EPRs)

Then the Electronic Patient Record (EPR) is displayed with the personalised display applied

Acceptance criterion 3: amend a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to amend the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is amended

Acceptance criterion 4: delete a personalised display of Electronic Patient Records (EPRs)

Given the Health or Care Professional has created a personalised display for Electronic Patient Records (EPRs)

When they select to delete the personalised display for Electronic Patient Records (EPRs)

Then the personalised display is deleted

And the default display is applied to all Patient Records the Health or Care Professional views

E00191 - Supporting Information

  • Examples of Electronic Patient Record (EPR) personalisation MAY include, but are not limited to:

    • Reordering the Electronic Patient Record (EPR) content, for example chronologically or by data items

    • Filtering by groups of elements in the Electronic Patient Record (EPR), for example:

      • to only view Restricted from View Record items

      • to only view data recorded by a specific Healthcare Organisation

    • Filtering out groups of elements in the Electronic Patient Record (EPR)

    • Creating a custom subset of the Electronic Patient Record (EPR), for example:

      • a view of all data relating to a certain condition


E00192 - notifications for outstanding actions on an Electronic Patient Record (EPR)

As a Health or Care Professional

I want to be notified when there are outstanding actions on an Electronic Patient Record (EPR)

So that I am notified of the outstanding actions

Acceptance criterion 1: notification of outstanding actions

Given the Health or Care Professional is accessing the Electronic Patient Record (EPR)

When there are outstanding actions relating to the Patient

Then the Health or Care Professional is notified

E00192 - Supporting Information

  • Outstanding actions MAY include, but are not limited to:

    • The incompleteness of a registration record

    • Where contact details have a status indicating that they require verification or re-verification

    • If a task is outstanding for that Patient

    • Of any outstanding Referrals

    • Of any documents with a status indicating that they are not filed or documents recorded as provisionally filed (including via a Citizen Service)


As a Health or Care Professional

I want to manage Patient Related Persons

So that there is an up to date record of Patient Related Persons 

Given the Health or Care Professional is permitted to create a Patient Related Person

When they select to create a Patient Related Person

Then the Patient Related Person is created

Given the Health or Care Professional is permitted to amend a Patient Related Person

When they select to amend a Patient Related Person 

Then the Patient Related Person is amended

Given the Health or Care Professional is permitted to view a Patient Related Person

When they select to view a Patient Related Person 

Then the Patient Related Person is displayed

Given the Health or Care Professional is permitted to delete a Patient Related Person

When they select to delete a Patient Related Person 

Then the Patient Related Person is deleted 

E00193 - Supporting Information

  • A Patient can have multiple Related Persons, a person can be related to multiple Patients and an individual can be a Related Person of multiple types to a single Patient.

  • The types of Related Persons MAY include, but are not limited to:

    • Family member

    • Carer

    • Next of Kin

    • Cared for Individual

    • Psychiatric nurse

    • Patient's social worker


E00194 - manage Patient Problem lists

As a Health or Care Professional

I want a problem-orientated approach to recording and viewing Patient data

So that information from the Electronic Patient Record (EPR) relating to a single Problem can be viewed together

Acceptance criterion 1: add a new Problem to the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to create a new Problem for the Patient’s Problem list

Then the Problem is created on the Patient’s Problem list

Acceptance criterion 2: remove Problem from the Patient’s Problem list

Given the Health or Care Professional is permitted to manage Patient Problem lists

When the Health or Care Professional selects to remove a Problem from the Patient’s Problem list

Then the Problem is removed from the Patient’s Problem list

E00194 - Supporting Information


E00195 - manage manual Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want to manually manage Patient Alerts for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals

Acceptance criterion 1: create a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to create a Patient Alert for a Patient’s Electronic Patient Record (EPR)

Then the Patient Alert is created

Acceptance criterion 2: view manual Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR)

And a manual Patient Alert is recorded for that Patient's Electronic Patient Record (EPR)

Then the Patient Alert is displayed

Acceptance criterion 3: remove a manual Patient Alert for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to remove a Patient Alert from an Electronic Patient Record (EPR)

Then the Patient Alert is removed

E00195 - Supporting Information

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

    • Indicating the Patient is violent

    • Indicating the Patient is on a certain chronic disease register


E00196 - manage automatic Patient Alerts for Electronic Patient Records (EPRs)

As a Health or Care Professional

I want Patient Alerts to be automatically displayed for Electronic Patient Records (EPRs)

So key characteristics relating to the Patient are indicated to Health or Care Professionals automatically

Acceptance criterion 1: create automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to create an automatic Patient Alert for Electronic Patient Records (EPRs)

Then they can specify the criteria for the Patient Alert to be displayed

And the automatic Patient Alert is created

Acceptance criterion 2: view configuration for automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view the configuration of an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the configuration for the automatic Patient Alert is displayed

Acceptance criterion 3: amend automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to amend an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is amended

Acceptance criterion 4: view automatic Patient Alerts for Patients for Electronic Patient Records (EPRs)

Given there are automatic Patient Alerts created for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view a Patient’s Electronic Patient Record (EPR)

And the criteria for an automatic Patient Alert is met

Then the Patient Alert is displayed for that Patient’s Electronic Patient Record (EPR)

Acceptance criterion 5: delete automatic Patient Alerts for Electronic Patient Records (EPRs)

Given the Health or Care Professional is permitted to manage automatic Patient Alerts for Electronic Patient Records (EPRs)

When the Health or Care Professional selects to delete an automatic Patient Alert for Electronic Patient Records (EPRs)

Then the automatic Patient Alert is deleted

And is no longer displayed for Patients


E00197 - support Registrations for Private Patients

As a Health or Care Professional

I want to categorise Patients as being Private Registrations

So that I can support Private Registrations

Acceptance criterion 1: record Patient Registration Type as Private

Given the Health or Care Professional is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Registration Type can be recorded as Private

And the Patient’s individual GP can be recorded

And the Patient Registration is created


E00198 - support Registrations for Other Services

As a Health or Care Professional

I want to categorise Patients as Registered for Other Services

So that I can support Registrations for Other Services

Acceptance criterion 1: record Patient Registration Type as Other Services

Given the Healthcare Organisation is permitted to create Patient Registrations

When the Health or Care Professional selects to create a Patient Registration

Then the Patient’s Registration Type can be recorded as Other Services

And the Patient’s individual GP can be recorded

And the Patient Registration is created

E00198 - Supporting Information

  • Examples of Registrations for Other Services MAY include, but are not limited to:

    • Enhanced services

    • Locally commissioned services

  • Further information on Patient Registration Types and Other Services can be found in the GP Contract


E00199 - manage Subject Access Request (SAR) requests

As a Health or Care Professional

I want to manage SAR requests

So that I can manage SAR requests

Acceptance criterion 1: create SAR requests

Given the Health or Care Professional is permitted to create SAR requests

When they select to create a SAR request

Then the SAR request is created

Acceptance criterion 2: amend SAR requests

Given the Health or Care Professional is permitted to amend SAR requests

When they select to amend a SAR request

Then the SAR request is amended

Acceptance criterion 3: view SAR requests

Given the Health or Care Professional is permitted to view SAR requests

When they select to view a SAR request

Then the SAR request is displayed

Acceptance criterion 4: delete SAR requests

Given the Health or Care Professional is permitted to delete SAR requests

When they select to delete a SAR request

Then the SAR request is deleted

E00199 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Enable the Patient's Electronic Patient Record (EPR) to be screened by a Authorised Users for data that could be detrimental to the Patient if viewed and/or third party information before responding (with such information being redacted) to a Subject Access Request

  • Adhere to the General Data Protection Regulation (GDPR)


E00200 - view Subject Access Request reports

As a Health or Care Professional

I want to view Subject Access Request reports

So that I can see Subject Access Request activity

Acceptance criterion 1: view Subject Access Request reports

Given the Health or Care Professional is permitted to view Subject Access Request reports

When the Health or Care Professional selects to view a Subject Access Request report

Then the Subject Access Request report is displayed


E00201 - verify Patient Contact Details

As a Health or Care Professional

I want to verify a Patient’s Contact Details

So that I have a record that the Patient’s Contact Details have been verified

Acceptance criterion 1: successful verification of a Patient’s Contact Details

Given the Health or Care Professional is permitted to verify a Patient’s Contact Details

When they select to verify the Patient’s Contact Details

And verification is successful

Then the Contact Details status is updated to Verified

Acceptance criterion 2: manual update to a Patient’s Contact Details verification status

Given the Health or Care Professional is permitted to amend the verification status of a Patient’s Contact Details

When they select to amend the verification status of a Patient’s Contact Details

Then the verification status is amended

E00201 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Verify Patient Contact Details via a time-limited challenge-response mechanism, where the Solution will request confirmation details in the response

E00201 - Supporting Information

  • Patient Contact Details that require verification MAY include, but are not limited to:

    • Email Address

    • Mobile Phone Number

  • Verification statuses MAY include, but are not limited to:

    • Verified

    • Unverified (default for any new Contact Details recorded and for existing unverified data)

    • Requires Re-verification


E00202 - configure Welcome Message for Citizen Services

As a Health or Care Professional

I want to configure a Welcome Message for Citizen Services

So that a Welcome Message for Citizen Services is displayed for Citizens when accessing Citizen Services

Acceptance criterion 1: configure a Welcome Message for Citizen Services

Given the Health or Care Professional is permitted to configure a Welcome Message for Citizen Services

When they select to configure a Welcome Message

Then the Welcome Message is configured

E00202 - Supporting Information


E00203 - configure a Disclaimer for Citizens using a Communicate with Practice Citizen Service 

As a Health or Care Professional

I want to configure a Disclaimer for the Communicate with Practice Citizen Service Solution

So that I can configure the Disclaimer displayed for Citizens creating a message using the Communicate with Practice Citizen Service

Acceptance criterion 1: configure a Disclaimer for Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure a Disclaimer for Communicate with Practice Citizen Service

When they select to configure the Disclaimer for Citizens creating a message using the Communicate with Practice Citizen Service

Then the Disclaimer is configured

E00203 - Supporting Information


E00204 - view Citizen Service Usage

As a Health or Care Professional

I want to view Citizen Service usage

So that I can see Citizen’s activity on Citizen Services

Acceptance criterion 1: view Citizen Service usage

Given the Health or Care Professional is permitted to view Citizen Services usage

When they select to view Citizen Services usage

Then the Citizen Services usage is displayed

E00204 - Supporting Information


E00205 - manage Acute Prescription Request Citizen Service for a Patient and the Practice

As a Health or Care Professional

I want to manage Patient access to the Acute Prescription Request Citizen Service 

So that I can manage Patient access to the Acute Prescription Request Citizen Service 

Acceptance criterion 1: enable Patient access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Patient’s access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is enabled for the Patient

Acceptance criterion 2: disable Patient access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Patient’s access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is disabled for the Patient

Acceptance criterion 3: enable Acute Prescription Request Citizen Service for the Practice

Given the Health or Care Professional is permitted to enable a Citizen Service for the Practice

When they select to enable the Acute Prescription Request Citizen Service for the Practice

Then the Acute Prescription Request Citizen Service is enabled for the Practice

Acceptance criterion 4: disable Acute Prescription Request Citizen Service for the Practice

Given the Health or Care Professional is permitted to disable a Citizen Service for the Practice

When they select to disable the Acute Prescription Request for the Practice

Then the Acute Prescription Request Citizen Service is disabled for the Practice

E00205 - Supporting Information


E00206 - manage Citizen Service Access for a Proxy

As a Health or Care Professional

I want to manage Citizen Service Access for Proxies

So that Proxies have access to Citizen Services on behalf of Patients

Acceptance criterion 1: enable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to enable Citizen Service Access

When the Health or Care Professional selects to enable Citizen Service Access for a Proxy

Then the Citizen Service Access is enabled for that Proxy

Acceptance criterion 2: disable Proxy Citizen Service Access

Given the Health or Care Professional is permitted to disable Citizen Service Access

When they select to disable Citizen Service Access for a Proxy

Then the Citizen Service Access is disabled for that Proxy

Acceptance criterion 3: create Proxy Verified User Accounts

Given the Health or Care Professional is permitted to create a Verified User Accounts

When they select to create a Verified User Account for a Proxy

Then the Verified User Account is created for that Proxy

Acceptance criterion 4: amend Proxy Verified User Accounts

Given the Health or Care Professional is permitted to amend Verified User Accounts

When they select to amend a Verified User Account for a Proxy

Then the Verified User Account is amended for that Proxy

Acceptance criterion 5: view Proxy Verified User Accounts

Given the Health or Care Professional is permitted to view Verified User Accounts

When they select to view a Verified User Account for a Proxy

Then the Verified User Account is displayed for that Proxy

Acceptance criterion 6: generate Verified User Accounts credentials

Given the Health or Care Professional is permitted to generate Verified User Account credentials for a Proxy

When the Health or Care Professional selects to generate Verified User Account credentials for a Proxy

Then the Practice ODS Code is generated

And the Verified User Accounts ID is generated

And the Verified User Accounts Linkage Key is generated

And a list of available Citizen Services is generated

And a list of Solutions providing a Citizen Service which integrate with the Patient Information Maintenance Solution is generated

And these credentials are shared with the Proxy

Given the Health or Care Professional has generated Verified User Account credentials for a Proxy

When the Proxy enters their Verified User Account credentials

Then the Online Service Account is linked to the Proxy’s Verified User Account

Acceptance criterion 8: associate Proxy Verified User Account to the Patient

Given the Health or Care Professional is permitted to manage Proxy Verified User Accounts

When the Health or Care Professional selects to associate the Proxy’s Verified User Account with a Patient

Then the Proxy’s Verified User Account is associated with the Patient

E00206 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Access to Citizen Services will disabled immediately for deceased or otherwise deducted Patients

E00206 - Supporting Information


E00207 - manage Identity Verifications for a Proxy

As a Health or Care Professional

I want to manage Proxy Identity Verifications

So that Proxy Identity Verifications are managed

Acceptance criterion 1: create Proxy Identity Verifications

Given the Health or Care Professional is permitted to create Proxy Identity Verifications

When they select to create an Identity Verification for a Proxy

Then the Identity Verification is created for that Proxy

Acceptance criterion 2: amend Proxy Identity Verifications

Given the Health or Care Professional is permitted to amend Proxy Identity Verifications

When they select to amend an Identity Verification for a Proxy

Then the Identity Verification is amended for that Proxy

Acceptance criterion 3: view Proxy Identity Verifications

Given the Health or Care Professional is permitted to view Identity Verifications

When they select to view an Identity Verification for a Proxy

Then the Identity Verification is displayed for that Proxy

E00207 - Supporting Information


E00208 - manage Communicate with Practice Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Communicate with Practice Citizen Service

So that I can manage a Proxy’s access to Communicate with Practice Citizen Service

Acceptance criterion 1: enable Proxy access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to the Communicate with Practice Citizen Service

When they select to enable a Proxy’s access to the Communicate with Practice Citizen Service

Then access to the Communicate with Practice Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Communicate with Practice Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Communicate with Practice Citizen Service

When they select to disable a Proxy’s access to Communicate with Practice

Then access to the Communicate with Practice Citizen Service is disabled for the Proxy

E00208 - Supporting Information


E00209 - manage Appointments Management Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Appointments Management Citizen Service

So that I can manage a Proxy’s access to Appointments Management Citizen Service

Acceptance criterion 1: enable Proxy access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service

When they select to enable a Proxy’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Appointments Management Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Appointments Management Citizen Service

When they select to disable a Proxy’s access to the Appointments Management Citizen Service

Then access to the Appointments Management Citizen Service is disabled for the Proxy

E00209 - Supporting Information


E00210 - manage Prescription Ordering Citizen Service access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to Prescription Ordering Citizen Service

So that I can manage a Proxy’s access to Prescription Ordering Citizen Service for Repeat Medication

Acceptance criterion 1: enable Proxy access to Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service

When they select to enable a Proxy’s access to the Prescription Ordering Citizen Service

Then access to the Prescription Ordering Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to Prescription Ordering Citizen Service

Given the Health or Care Professional is permitted to configure Proxy access to Prescription Ordering Citizen Service

When they select to disable a Proxy’s access to the Prescription Ordering Citizen Service

Then access to the Prescription Ordering Citizen Service is disabled for the Proxy

E00210 - Supporting Information


E00211 - manage Acute Prescription Request Citizen Service for a Proxy

As a Health or Care Professional

I want to manage Proxy access to the Acute Prescription Request Citizen Service 

So that I can manage Proxy access to the Acute Prescription Request Citizen Service 

Acceptance criterion 1: enable Proxy access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is enabled for the Proxy

Acceptance criterion 2: disable Proxy access to the Acute Prescription Request Citizen Service

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable the Proxy access to the Acute Prescription Request Citizen Service

Then access to the Acute Prescription Request Citizen Service is disabled for the Proxy

E00211 - Supporting Information


E00212 - manage View Record Citizen Service Access for a Proxy

As a Health or Care Professional

I want to be able to manage Proxy access to View Record Citizen Service

So that I can manage a Proxy’s access to View Record Citizen Service

Acceptance criterion 1: enable Proxy access to Summary Information Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Summary Information Record Level

Then Summary Information Record Access Level is enabled for the Proxy

Acceptance criterion 2: enable Proxy access to Detailed Coded Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Detailed Coded Record Access Level

Then Detailed Coded Record Access Level is enabled for the Proxy

Acceptance criterion 3: enable Proxy access to Document Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

And Detailed Coded Recorded Access Level is enabled

When they select to enable a Proxy’s access to Document Access Level

Then Document Access Level is enabled for the Proxy

Acceptance criterion 4: enable Proxy access to View Record Full Record

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to enable a Proxy’s access to Full Record Level

And record a start date for data to be available from

Then View Record Full Record Access Level is enabled for the Proxy

Acceptance criterion 5: disable Proxy access to a Record Access Level

Given the Health or Care Professional is permitted to configure access to Citizen Services

When they select to disable a Proxy’s access to a Record Access Level

Then that Record Access Level is disabled for the Proxy

E00212 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Record Access Level for a Proxy will not exceed the configured Record Access Level for the Practice.

E00212 - Supporting Information

  • The start date determines the date from which the data made available goes back to, not whether the Service is offered/available by the Practice e.g. where the Full Record Access start date is set to 15th March 2015 and the Full Record Access is enabled (‘switched on’) by the Practice on the 1st April 2015

  • Further guidelines on Proxies can be found in the RGCP Patient Online Toolkit

  • Further information on the View Record Citizen Service can be found in the View Record - Citizen Capability and Citizen Services Implementation Guidance


E00213 - identify Patients outside of Catchment Area

As a Health or Care Professional

I want Patients that reside outside the Catchment Area to be identified

So that Patients that reside outside the Catchment Area are identified

Acceptance criterion 1: identify Patients outside of catchment area

Given the Health or Care Professional is permitted to view Electronic Patient Records (EPRs)

When the Health or Care Professional selects to view an Electronic Patient Record (EPR)

And the Patient resides outside the Catchment area

Then the Patient is identified as residing outside the Catchment Area

E00213 - Supporting Information


E00214 - view Patient reports

As a Health or Care Professional

I want to view Patient reports

So that I can see Patient activity

Acceptance criterion 1: view Patient reports

Given the Health or Care Professional is permitted to view Patient reports

When the Health or Care Professional selects to view a Patient report

Then the report is displayed


E00215 - manage Patient Cohorts from Search Results

As a Health or Care Professional

I want to manage Patient Cohorts from Search Results

So that Patient Cohorts can be managed

Acceptance criterion 1: create Patient Cohorts from Search Results

Given the Health or Care Professional is permitted to manage Patient Cohorts

And there are Search Results available

When the Health or Care Professional selects to create a Patient Cohort from Search Results

Then the Patient Cohort is created

Acceptance criterion 2: update Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to update a Patient Cohort

Then the Patient Cohort is updated

Acceptance criterion 3: delete Patient Cohorts

Given the Health or Care Professional is permitted to manage Patient Cohorts

When the Health or Care Professional selects to delete a Patient Cohort

Then the Patient Cohort is deleted


E00216 - Patient-based report on Capitation

As a Health or Care Professional

I want to generate a report on current registered Patients

So that I have a Patient-based report on Capitation

Acceptance criterion 1: generate a Patient-based report on Capitation

Given the Health or Care Professional is permitted to generate a report

When they select to generate a report on current registered Patients listed by their GP

Then the report results are displayed

E00216 - Supporting Information

  • Patient-based reports on Capitation MAY include, but are not limited to:

    • A Patient’s registration status

    • A Patient’s registration type


E00217 - Patient-based report on childhood vaccinations and immunisations

As a Health or Care Professional

I want to generate a Patient-based report on childhood vaccinations and immunisations

So that I can understand vaccination and immunisation coverage for my Patients

Acceptance criterion 1: generate a Patient-based report on childhood vaccinations and immunisations

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on childhood vaccinations and immunisations

Then the report results are displayed

E00217 - Additional Implementation Details

Solutions MUST comply with the following when implementing this Epic:

  • Support existing Childhood Immunisation Schemes (see latest version of The General Medical Services Statement of Financial Entitlements Directions documentation here)


E00218 - Patient-based report on Carers

As a Health or Care Professional

I want to generate a Patient-based report on Carers

So that I can understand which of my Patients have Carers

Acceptance criterion 1: generate a Patient-based report on Carers

Given the Health or Care Professional is permitted to generate a report

When they select to generate a Patient-based report on Carers

Then the report results are displayed

E00218 - Supporting Information

  • Examples of reports on Carers MAY include, but are not limited to:

    • a list of Carers linked to Patients

    • Carers links to specified Patient Characteristics

Other Applicable Standards

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

Items on the Roadmap which impact or relate to this Capability