Appointments Management - GP - Standard

ID

S5

Version

3.0.1

Type

Capability Specific Standard

Status

Effective

Effective Date

  





Epic MappingRequirement IDRequirement TextLevel

Appointment Management 

C5E1

GP-06.1-01

Session management - Create, amend, delete Session templates

Create, amend, copy and delete Session templates, each having pertinent information recorded including;

  • a unique identifier or name
  • type (e.g. routine surgery, ante-natal clinic)
  • start time and end time OR Session duration (one can derive the other)
  • Slot Type
  • Slot details (e.g GP-AP-4.2-01-1 to GP-AP-4.2-01-16)
MUST
C5E1

GP-06.1-01A

Session Management - Share Session Templates

Support the sharing of Session Template(s) with other Practices using the same Solution.

MUST
C5E2

GP-APMAN-05

Session management - Assign Session templates

Assign Session templates to create a Session for

  • an individual day(s) e.g. Tuesday 3rd July
  • specified days of the week e.g. every day or every other Thursday
  • specific days of the month e.g. first Tuesday of the month or every second Friday of the month
  • a combination of numbers and days e.g. 2nd Thursday of each month
  • other methods including accounting for locally defined closures, e.g. first working day of the month or every Monday except Bank Holidays
  • template start date
  • template end date
MUST
C5E2

GP-APMAN-03

Session Management - Create ad-hoc Session

Create ad-hoc Sessions, each having pertinent information recorded including:

  • type (e.g. routine surgery, ante-natal clinic)
  • start time and end time OR Session duration (one can derive the other)
  • Slot details (e.g. GP-AP-4.2-01-1 to GP-AP-4.2-01-16)
MUST
C5E2

GP-06.1-03

Session management - Amend individual Session

Amend or remove an individual Session or any attribute of that Session e.g. remove a Session due to known staff leave or change the staff involved and start time

When a Session's slots are changed and their total duration exceeds the duration of the Session, it is possible to increase the duration of the Session to accommodate the Slot changes. The Session start time, end time or both can change, but the Session will adhere to constraints required by the Practice

See GP-AP-4.1-02A for further detail on rules/restrictions

MUST
C5E2

GP-06.1-04

Session management - Cancel Session

Either

  • Cancel a Session - where active Appointments exist, the Appointment status for each Booking will be automatically updated to 'awaiting re-booking' or automatically re-scheduled and flagged as such
or
  • Prevent cancellation of a Session (until any active Appointments have been cancelled or re-booked in another Session)
MUST
C5E3, C5E4

GP-AP-4.1-02A

Session management - Rules/restrictions

Locally define and configure rules/restrictions for Sessions and Slots, including;

  • Restriction or 'blocking out' of individual or multiple Slots within a Session
  • Definition of when Slots can be filled (e.g. open/any time or x hours/days prior to slot time)
  • Prevention of double Booking of resources such as consulting rooms
  • Resources required, including room and equipment combinations
  • Override capabilities - definition of whether the rule/restriction can be overridden. Any rule/restriction to be configured to prevent override, allow override by all, or allow override by specified Practice Users i.e. constrained by user access rights
  • Enabling Sessions and/or individual or multiple Appointment Slots to be made available for Booking online (See GP-SPFS-5.2.2-01A).
    • Where Slots are made available for Booking online, the Practice can configure Slots to be made available for Booking by OSAs 
  • Restricting Sessions and/or individual or multiple Appointment Slots from being opened up to online Booking.

See GP-06.2-05 for requirement on preventing Appointment Bookings and GP-AP-4.2-01-15 on locally defined rules.

See Resource Management (requirements GP-03.4-02 and GP-03.5-02) for how staff details are defined.

MUST

C5E2

GP-AP-4.1-07

Session management - Amend slots

Insert additional Slots, delete unnecessary Slots and amend (by extension or contraction) Slot lengths, enabling simultaneous Appointments (only where locally defined rules/restrictions allow)

MUST
C5E1, C5E2, C5E5

GP-AP-4.1-08

Session management - Non-working days

Based on non-working days defined through GP-03.4-07 and GP-RM-1-02, indicate to Practice Users (during recording and when managing a Session) to any Sessions/Appointments that are planned to fall on such a day e.g.:

  • Closed for bank holiday or staff training
  • A specific clinician is on annual leave

A Practice User attempting to book an Appointment on that day/time can see the fact that the resource is not available - locally defined rules/restrictions would govern whether the Appointment can then still be booked despite the lack of resource.

MUST
C5E5

GP-06.2-04

Appointment management - Book Appointment

Book an Appointment:

  • for any Patient registered or not yet registered with the Practice
  • using multiple adjacent Slots/Slots in close proximity within a single process e.g. search for free Slots to book an Appointment with a nurse followed shortly after by an Appointment with a GP
MUST
C5E5

GP-AP-4.4-02

Appointment Management - Book multiple

Book multiple Appointments (adjacent or otherwise) for a Patient in a single transaction

MUST
C5E5

GP-AP-4.4-03

Appointment Management - Book varying duration

Book Appointments of varying duration by Booking part of a Slot or 'merging' adjacent Slots, ensuring the Practice User is alerted of any subsequent impact on other booked Appointments (or merge action is prevented, dependent on locally defined rules/restrictions)

MUST
C5E5

GP-AP-4.4-04

Appointment Management - Book retrospectively

Book Appointments retrospectively (subject to locally defined rules/restrictions) with an indication that the Appointment was a retrospective Booking.

MUST
C5E5

GP-AP-4.4-05

Appointment Management - Book recurring

Book recurring Appointments i.e. schedule multiple Appointments with fixed or variable gaps between Appointments

MUST
C5E5

GP-AP-4.4-06

Appointment Management - Patient Alerts

Indicate to the Practice User any Patient Alert(s) (see PIM11) at any stage of the Appointment Booking, Appointment management or future/subsequent view of the 'calendar'.

Patient Alerts will be displayed only to users that have appropriate access rights to that information.

MUST
C5E5

GP-AP-4.4-07

Appointment Management - Appointments contravening rules/restrictions

Identify booked Appointments that contravene pre-defined rules i.e. where override capabilities have been utilised - Indicate to the Practice User of any conflict prior to / at the time the Appointment is being managed.

See GP-AP-4.1-02A for further detail on rules/restrictions

MAY
C5E5

GP-AP-4.4-08

Appointment Management - Link 

Link multiple Appointments (whether concurrent or otherwise).

Where linked, management of one Appointment can result in the need to manage the linked Appointment(s):

  • Display linked Appointments to the user
  • Enable the user to manage linked Appointments.
MAY
C5E5

GP-AP-4.4-09

Appointment Management - Cancel 

Cancel a Patient's Appointment (and automatically update the Slot status) - indicate to the Practice User of any linked/future Appointments the Patient has

MUST
C5E5

GP-AP-4.4-10

Appointment Management - Reschedule 

Reschedule a Patient's Appointment (automatically updating the status of both previous and newly booked Slots) - highlighting to a Practice User any linked/future Appointments the Patient has

MUST
C5E5

GP-AP-4.4-11

Appointment Management - Retrospective management

Allow retrospective management of Appointments, and update of certain Appointment information - alerting the Practice User that the activity they are performing is retrograde.

MUST
C5E5

GP-AP-4.4-12.1

Appointment Management - Manually mark as DNA

Manually update the status of an Appointment to DNA (Did Not Attend)

MUST
C5E5

GP-AP-4.4-12.2

Appointment Management - Automatically mark as DNA

When the status of an Appointment is not changed within a set period of its start time it is automatically set to DNA. The default duration of the set period is 10 minutes and it can be configured to the needs of the Practice.

MUST
C5E5

GP-AP-4.4-14

Appointment Management - Appointment communication

Confirm Booking, rescheduling, cancelling or DNA of an Appointment by creation of a communication, according to Patient preferences (see COM1) to be sent automatically upon completion of that activity i.e. automatic Patient communication generation configurable to define trigger and method (print letter, email or SMS message)

MUST
C5E5

GP-AP-4.4-15

Appointment Management - Manual communication generation

Manual Patient communication generation from an Appointment - the ability to manually produce a letter, email or text message.

MUST
C5E5

GP-AP-4.4-16

Appointment Management - Non-time bound

Accommodate requests for and manage outcome of non-time bound Appointments - although such Appointments do not have a start time at the point of the request, other dates/times will still be recorded (including the time of request) and the start and/or end time can be recorded retrospectively. Examples of non-time bound Appointments include, but are not limited to:

  • Call-backs (need to telephone a Patient to triage their Appointment)
  • Home visits
  • Unscheduled Appointments (unplanned Appointments where Patients have to sit and wait to be seen or be assigned an order to be seen by e.g. on first come first served basis
MUST
C5E2

GP-06.2-01

Appointment management - View Sessions

View forthcoming and historical Sessions in a calendar/diary view:

  • with Patients displayed
  • with Patient details suppressed (to enable Patient viewing of screen information)
  • two or more concurrent Sessions
  • with time periods
  • with ability to print out
MUST
C5E5

GP-06.2-02

Appointment management - Retrieve Appointments

Retrieve available Appointments by browsing/searching/filtering on any combination of the following fields:

  • date/date range
  • day (e.g. Wed or Fri)
  • time (range or period, e.g. am, pm, eve)
  • duration
  • multiple consecutive/adjacent slots
  • session type
  • location
  • slot type
  • slot status
  • staff detail (name, role (grade/level and function/department), languages spoken or gender - any aspect of these characteristics and/or multiple instances of staff to be searchable e.g. Urdu-speaking midwife, a female GP and Health Care Assistant together)
  • booking information
  • locally defined rules/restrictions
  • words within the reason fields (Practice defined and free-text notes)

A specific set of search criteria can be saved with a user-defined name for later re-use by Practice Users.

See GP-AP-4.2-01-6 for detail on Booking information

See GP-AP-4.1-02A for further detail on rules/restrictions

MUST
C5E5

GP-APMAN-10

Appointment management - Retrieve Appointments

Retrieve available Appointments by browsing/searching/filtering by 'National’ Slot Type Category (see GP-APMAN-06).

MAY
C5E5

GP-06.2-05

Appointment management - Prevent Appointment Booking

Prevent Appointment Booking where:

  • Appointment Slot status is not yet available as per Slot availability. See GP-AP-4.2-01-5.
  • Session or individual Slot is cancelled
  • Where the type of Appointment being requested or the requesting patient is not appropriate for the Slot Type or Session Type, indicate that to the user.

For rules on Session management see: GP-AP-4.1-02A

MUST
C5E5

GP-APMAN-04

Concurrent Appointments Warning

Warn during Appointment Booking when Patient already has a concurrent Appointment (active Appointment exists for the Patient at a time that fully or partially overlaps with this Appointment Slot)

MUST
C5E5

GP-06.2-10

Appointment management - Override prevented Appointment Booking

Allow users to proceed with an Appointment Booking that would otherwise be prevented where:

  • The user is empowered to override prevented Appointment Booking
MUST
C5E5

GP-06.2-10A

Appointment management - Add reason for overriding a prevented Appointment Booking

Allow users to add a reason for overriding a prevented Appointment Booking

MUST
C5E5

GP-06.2-06

Appointment management - Update Appointment

Update an Appointment status for a booked Appointment, including the following:

  • Attended / completed
  • Cancelled - updating this Appointment status will automatically update the Slot status
  • Awaiting re-booking / re-scheduling (e.g. Session cancelled due to staff illness, Appointment requires rearrangement)
  • DNA'd (Did Not Attend) - entering the relevant Clinical Term to record the appropriate type of DNA into the Patient Record

For further information on Clinical Terms see Data Standards

MUST
C5E5

GP-06.2-07

Appointment management - Add free text to Appointment

Add free text notes to an Appointment (at the time of Booking or subsequently)

MUST
C5E5

GP-06.2-08

Appointment management - Automatic Appointment reminder

Automatically generate an Appointment reminder within a Practice-specified time period prior to an Appointment (using each Patient's Appointment reminder preference details - see COM1)

MUST
C5E5

GP-06.2-09

Appointment management - View Sessions for staff

View Sessions that can be exported, including but not limited to the following formats:

  • CSV
  • PDF

Select Sessions for a Staff Member(s) for a user specified date range - allowing the inclusion or exclusion of notes associated to the Slots/Appointments.

MUST
C5E4

GP-PPFS-3.3-03

Service Configuration - Online Appointments

Enable the Practice to define the maximum number of future Appointments that can be booked for a Patient via Appointments Management - Citizen.

MUST
C5E4

GP-PPFS-3.3-03A

Service Configuration - Appointments for OSAs

For Appointments for OSAs (See GP-PPFS-3.2-05A), a separate configuration item is required to allow Practices to define a maximum number of Appointments booked by an OSA (this can be per Patient or at the level of the OSA, dependent on the functionality provided).

MUST
C5E5

GP-AP-4.2-01-1

Slot/Appointment details - Characteristics - Category

Record Appointment category - clinical/administrative/virtual/reminder/message to cover scheduling of staff time for a task

MUST
C5E5

GP-AP-4.2-01-2

Slot/Appointment details - Characteristics - Reason for Appointment

Record Appointment reason

  • reason to be selected from a user defined selection (routine, minor surgery, travel advice etc. - and default to the Slot Type where applicable)
  • free-text reason also required to enable Patient and/or staff to give more detail (this will display when and by whom any such information was recorded) and this detail is added to the Patient Record.

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-3

Slot/Appointment details - Characteristics - Date

Record Appointment date (date of the Slot/Appointment - dates of Booking and amendment to also be recorded)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-4

Slot/Appointment details - Characteristics - Start/end time

Record Appointment start time and end time/duration

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-5 

Slot/Appointment details - Characteristics - Slot status

Record Appointment Slot status (whether the Slot is available, booked or withdrawn etc.). Slot status to default to available.

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-6

Slot/Appointment details - Characteristics - Booking information

Record Appointment Booking information and reminders (e.g. standard, allows automated Booking online or via telephone, only bookable from 48 hours prior)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-7

Slot/Appointment details - Characteristics - Booking method used

Record Appointment Booking method (booked online, in person, by automated telephone system etc.)

MUST
C5E5

GP-AP-4.2-01-8

Slot/Appointment details - Characteristics - Appointment status

Record Appointment status (whether the Patient has arrived/is waiting, been called, is being seen, cancelled, did not attend etc. or the Appointment is awaiting re-booking)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-17

Slot/Appointment details - Characteristics - Appointment not linked to a Patient record

Ability to record free text Appointment details when Appointment is not linked to a Patient record.

Note: Although the majority of Appointments will be linked to Patient Record in the Solution there can be instances where this is not valid as the Appointment does not relate to a Patient whose details are recorded in the Solution, such as Medicals for insurance or occupational health purposes, a second visit to verify death of a non-registered Patient) or an administrative Appointment (used to 'book out' at clinician's time).

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-18

Slot/Appointment details - Characteristics - Staff details

Record the involvement of human resources involved in the Appointment.

  • Record one or more Staff Members against an Appointment.
  • Staff can be regular Practice staff or external/temporary/non-Practice staff.

See Resource Management (requirements GP-03.4-02 and GP-03.5-02) for how staff details are recorded.

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-11

Slot/Appointment details - Characteristics - Location

Record Appointment location (specific place/room where the consultation will occur - whether in Practice, at another organisational site, at the Patient's home or elsewhere, to be determined by Practice User)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-12

Slot/Appointment details - Characteristics - Method of contact

Record Appointment method of contact (whether face-to-face, telephone or via third party - this category can also include methods such as text/email or online chat)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.2-01-13

Slot/Appointment details - Characteristics - Notes

Record Appointment notes (free text facility)

MUST
C5E5

GP-AP-4.2-01-14

Slot/Appointment details - Characteristics - Non-human resource requirements

Record Appointment resource requirements (resources can be categorised e.g. room, equipment)

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E3

GP-AP-4.2-01-15

Slot/Appointment details - Characteristics - Rules/restrictions

Record Appointment locally defined rules/restrictions

For Session management rules see GP-AP-4.1-02A

MUST
C5E5

GP-APMAN-06

Slot/Appointment details - Characteristics – National Slot Type Category

Ability for Practice Users to define mappings between local Slot Types and a National Slot Type Category using categories defined by NHS Digital.

This mapping to be mandatory for all slots.

Where no National Slot Type Categories are provided by NHS Digital, Suppliers to record mapping as 'Not Set'.

MUST
C5E5

GP-APMAN-07

Slot/Appointment details – Import and Display – National Slot Type Category

Suppliers to import the National Slot Type Category file and display the following information to users:

  • Service Setting
  • Context Type
  • Category
  • Description

This is to support the mapping of a local Slot Type to a National Slot Type Category as defined in requirement GP-APMAN-06.

Any National Slot Type Category with an End Date that has passed to be not visible to the user.

Where Local Slot Types are mapped to a National Slot Type Category with an End Date that has passed Suppliers to record mapping as ‘Not Set'.

An example of the NHS Digital National Slot Type Category file to be imported can be found here: xml file and csv file

MUST
C5E5

GP-APMAN-08

Supplier Set Mappings

Supplier to be able to set local Slot Type to National Slot Type Category mappings in bulk for Practices.

These bulk mappings will be provided by NHS Digital via a CSV file. An example can be found here

MUST
C5E5

GP-APMAN-09

Additional National Slot Type Categories

The Supplier will deploy additional National Slot Type Categories published by NHS Digital within 30 working days.

MUST
C5E5

GP-AP-4.2-01-16

Slot/Appointment details - Characteristics - Other attendees

Record the details of individuals that attend an Appointment with or instead of, the Patient. Where an individual is a registered Patient or Related person (specified in GP-04.4-01) it is possible to record their attendance by linking to their information without the need to re-enter their details. It is possible to record the details of all the attendees.

Where information is retrievable from the Solution, it will not be re-keyed;

See GP-06.1-01 for Session templates

MUST
C5E5

GP-AP-4.3-01

Searching/retrieving information - View Appointments for particular day

Browse/view Appointments across Sessions for a particular day including key details such as Slot start time and duration, Slot status, Patient details, staff details and Booking information - Practice User to have ability to configure the information they wish to display (a 'personalised view')

MUST
C5E5

GP-AP-4.3-03

Searching/retrieving information - Sort results

Sort results of a search chronologically and by any characteristic displayed within the results and/or any of the possible search parameters

MUST
C5E5

GP-AP-4.3-05

Searching/retrieving information - Search defaults

Set search defaults.

MUST
C5E5

GP-AP-4.5-02

Warnings, alerts, restrictions - Notify/alert

Alert Practice Users of the detail of the locally defined rule/restriction that is preventing them from completing an activity or that they are about to override.

MUST
C5E5

GP-AP-4.5-03

Warnings, alerts, restrictions - Active Appointments

Indicate to a Practice User during all appropriate processes that a Patient has other active Appointments within a Practice-specified time period (whether linked or otherwise), including during:

  • Appointment Booking
  • Appointment cancellation
MUST
C5E5

GP-AP-4.5-05

Warnings, alerts, restrictions - Past Appointment

Alert Practice User if an Appointment they are trying to book is in the past

MUST
C5E5

GP-AP-4.5-06


Warnings, alerts, restrictions - Specific Patient detail

Locally configure warnings/alerts that are linked to or triggered by specific Patient detail or activity, such as alert Practice User at time of Booking if the Patient has had three or more DNAs within a pre-specified period

MUST
C5E6

GP-APMAN-01

Activity Monitoring/Reporting - View pre-defined Management Reports

View and use pre-defined Management Reports, including

  • Overridden rules/restrictions report to detail what rules are being overridden, when and by whom to enable monitoring and planning of local policy and training
  • Resource utilisation by time/date range and/or resource i.e. past or future capacity including staff detail and numbers, type and status of Slot
MUST
C5E5

GP-AP-4.7-01

Patient Management - Combined view

Display a combined view of all forthcoming and historical Appointments for a specific Patient, with the ability to sort and filter by Appointment characteristics, including:

  • appointment status
  • staff detail
    • name
    • languages spoken
    • gender
  • date (range)
MUST
C5E6

GP-AP-4.7-02

Patient Management - Patient Appointment summary

View a Solution-generated Patient's Appointment summary at any stage of the Appointment Booking, Appointment management or future/subsequent view of the 'calendar'. The Appointment summary to aggregate the quantitative information regarding a Patient's Appointments, including;

  • Number of DNAs
  • Attendance frequency
  • Time (number of Appointments that have overrun allocated duration and late arrivals)
  • Future Appointments
MUST
C5E5, C5E6

GP-PPFS-6.3-01

Identification of Appointments Booked by Citizens with an OSA

Provide tools to support the Practice in identifying Patients without a Linked Online Service Account (LOSA). In particular, highlighting Patients who have booked Appointments as with an OSA such that the Practice User can discuss the benefits of Account Linkage with the Patient.

MAY
C5E7

GP-AP-6-01

Access Patient Record

Access a Patient Record where a Patient has been successfully identified, linked, listed or otherwise presented to the user.

MUST
C5E5

GP-APMAN-12

The National Slot Type Categories must be made available in any existing Appointments reporting within the clinical system.MUST

Practice Reporting 

C5E6

GP-AP-PR-01

Capacity and utilisation dashboard

Allow Practice Users to access a visual/graphical Appointments dashboard providing a snapshot of utilisation and capacity in the Practice

MUST
C5E6

GP-AP-PR-02

Dashboard accessibility

Allow dashboard to be viewed with little or no user interaction with the Solution i.e. an initial default view can be provided upon opening the relevant option, from which a user can then configure and filter the dashboard.

MUST
C5E6

GP-AP-PR-03a

Dashboard default date range

The dashboard will default to display current week

MUST
C5E6

GP-AP-PR-03b

Dashboard time period selection

Allow Practice User to select to view dashboard for:

  • Historical and/or future time period
  • Specified date range
  • Pre-set time period e.g. last week, last year, next month etc.
MUST
C5E6

GP-AP-PR-04

Dashboard configuration and filtering

Allow Practice User to configure and filter the information presented on the dashboard by a range of characteristics, including but not limited to:

  • Appointment/Slot Type
  • HCP type and/or Session holder
  • Dates/Times (e.g. start date/times, booked date/times, status date/times etc.)
MUST
C5E6

GP-APMAN-11

Dashboard configuration and filtering
Allow Practice User to configure and filter the information presented on the dashboard by 'National’ Slot Type Category.
MAY
C5E6

GP-AP-PR-05

Export data from dashboard

Practice User can export the raw data behind the dashboard reports in a suitable format (such as .CSV)

MUST
C5E6

GP-AP-PR-06

Dashboard content

The dashboard will provide reports on the following information as a minimum:

MUST


Practice Reporting - Example reports 

The Practice Reports set out below are only suggestions and examples of the possible output of the Appointments Dashboard reports. Suppliers should not be constrained by this and should use initiative and innovation to find the most appropriate way to present the reports in their Solution.


C5E6
Practice Report 1

Practice Reporting - Report on utilisation and DNA rates

Example tabular output for week view

C5E6
Practice Report 2

Practice Reporting - Report on Staff Member availability, utilisation and DNA by Staff/HCP type

Example output for day view

Date: 30/11/2016

C5E6
Practice Report 3

Practice Reporting - Report on Appointment Method

Example output for month view

Month: November

C5E6
Practice Report 4

Practice Reporting - Report on Age and Sex of Patients with Appointments

Example output for month view

Month: November

C5E6
Practice Report 5

Practice Reporting - Report on Patients with more than one Appointment in timeframe

Example output for month view

Month: November 

C5E6
Practice Report 6

Practice Reporting - Report on Patients with more than one DNA or Cancellation

Example output for month view

Month: November 

C5E6
Practice Report 7

Practice Reporting - Report on 3rd, 4th, and 5th available Appointment by Staff Member

Example output for day view

Date: 30/11/2016

See Third Next Available Appointment (TNA) calculation methodology


Capability

Applicable Capability

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