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  1. Referral - submit a case request
  2. Search Referrals/Cases
  3. View/Edit Referrals/Cases
  4. Triage case
    1. Responses to Referrals/Cases
    2. Notifications
  5. Track progress of cases


Process NameCM-1 Submit a Case/Referral RequestComments
DescriptionBoth internal and external (to HEE) users can send a referral, or case request to the Case Management Team for consideration
ActorsHEE Admin, TPD, Educational Supervisor
Pre-conditionsLogged in Authorised User

User navigated to Person Record
Post-Conditions

View all or search cases in a summary screen

Cases flagged against trainee record

Notification sent to Case manager and Trainee

Case flagged in Trainee UI - tbc if in scope for MVP


Process Steps
  1. Select Case management from UI menu
  2. Select Create a new referral/case
  3. Enter relevant field data for new case and complete Form A - Referral (Form 1 & 2)
  4. Add action plan/s to case
  5. Record required outcomes
  6. Add document/s to case
  7. System auto-saves details as they progress
  8. User saves and submit case
  9. New Referral/Case request added to summary list page
Although options 4,5 and 6 are possible at submission time, they are normally competed at triage phase.
Alternative Process

Rules
  • Rule: Only specified fields can be entered
  • Error: where mandatory fields not completed

JIRA

Audit LogWho submitted the case and when
Present audit log to all with view permissions


Process Name
CM-2 Search Referrals/Cases
Comments
DescriptionHEE Admins and case managers can search for a case from the list page and click through to view in more detail
ActorsHEE Admins, TPD, Educational Supervisor
Pre-ConditionsLogged in Authorised User
User navigated to Person Record
Post-Conditions

View all or searched cases in a list screen


Process Steps
  1. View table with column headers defined
  2. Search or click into a single row to view detail on a particular Trainee
  3. System presents detailed case view
  4. Close
<<Field validation to define column headers to present in the list screen>>
Alternative Process

RulesRule: System presents a read-only view of the submitted form A
JIRA Links

Audit LogWho viewed the case and when
Present audit log to all with view permissions

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