Appointments Management - Citizen - Standard

IDS1
Version1.0.1
TypeCapability Specific Standard

Status

Effective

Effective Date 


Requirements

Epic MappingRequirement IDRequirement TextLevel
C1E1 GP-SPFS-5.2.2-01A

Appointment Management - View and Book - Patient

Allow Patients to view, book (available slots as defined by the Practice) and cancel an Appointment.

  • Patients are able to view all past and future Appointments.
  • Appointment Booking is prevented when the maximum number of future Appointments is reached. The maximum is set by the Practice.
  • Appointment Bookings will not require Practice Staff intervention unless there are constraints or technical issues.

See GP-PPFS-3.3-03 for future Appointment configuration

MUST
C1E2AMC01

Appointment Management - View and Book - Proxy

Allow Proxies to view, book (available slots as defined by the Practice) and cancel an Appointment.

  • Proxies are able to view all past and future Appointments.
  • Appointment Booking is prevented when the maximum number of future Appointments is reached. The maximum is set by the Practice.
  • Appointment Bookings will not require Practice Staff intervention unless there are constraints or technical issues.

See GP-PPFS-3.3-03 for future Appointment configuration

MAY
C1E1GP-SPFS-5.2.2-01B

Appointment Management - Free Text - Patient

Allow Patients to optionally add 'free text' to accompany the Appointment. Also display an appropriate clinical warning, including a disclaimer/message that 'free text' can be seen by non-clinical staff and not read until the time of the Appointment.

MUST
C1E2AMC02

Appointment Management - Free Text - Proxy

Allow Proxies to optionally add 'free text' to accompany the Appointment. Also display an appropriate clinical warning, including a disclaimer/message that 'free text' can be seen by non-clinical staff and not read until the time of the Appointment.

MAY
C1E1GP-PPFS-3.2-04

Transactional Services - Appointments Service

Support Appointment management rules and restrictions via the management of Sessions and individual Appointment Slots as defined in GP-AP-4.1-02A, in addition:

  • Preventing duplicate Appointment Booking
MUST
C1E1 GP-PPFS-3.2-05A

Transactional Services - Appointments for Citizens with an OSA

Support Appointments that can be made available, and then used by Citizen Service Users (see GP-AP-4.1-02A). Citizens with an Online Service Account (OSA) will only be able to view or cancel Appointments that they themselves have booked online.

Citizens with an OSA are able to book one Appointment to complete their registration for Citizen Services.

MUST


Capability

Applicable Capability

All supplier Solutions will need to meet this Standard if they are delivering the Appointments Management - Citizen Capability


Roadmap

Items on the Roadmap which impact or relate to this Standard

Suppliers will not be assessed or assured on these Roadmap Items as part of Onboarding