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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
ActorsEducational Supervisor, Clinical Supervisor, HEE Admin, TPD, Trainee, Other
Pre-conditions

Access front end facing site

Accept t&c's

Form should be available on non-authenticated site and authenticated admin/trainee sites
Post-Conditions

Admins can view all or search cases in a summary screen

Cases flagged against trainee record in Admin site

Notification sent to Case manager

(IO) no flag in trainee UI at this stage, they do not need to know
Process Steps
  1. Select contact to send case referral
  2. Complete referral form
  3. System auto-saves details as they progress*
  4. User submit case
  5. New Referral/Case request added to summary list page in Admin site

Alternative ProcessN/A
Rules
  • Rule: Only specified fields can be entered
  • Error: where mandatory fields not completed

JIRA

Audit LogWho submitted the case (email address) and when
Present audit log to all with view permissions within case management view

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