Page Comparison

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

Process Name	CM-1 Submit a Case/Referral Request	Comments
Description	Both internal and external (to HEE) users can send a referral, or case request to the Case Management Team for consideration
Actors	Educational Supervisor, Clinical Supervisor, HEE Admin, TPD,

Educational Supervisor

Trainee, Other
Pre-conditions

Logged in Authorised User
User navigated to Person Record

Access front end facing site

Accept t&c's

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

Post-Conditions

View

Admins can view all or search cases in a summary screen

Cases flagged against trainee record in Admin site

Notification sent to Case manager

and TraineeCase flagged in Trainee UI - tbc if in scope for MVP

	(IO) no flag in trainee UI at this stage, they do not need to know
Process Steps	Select

Case management from UI menu

Select Create a new referral/case

Enter relevant field data for new case and complete Form A - Referral (Form 1 & 2)

Add action plan/s to case

Record required outcomes

Add document/s to case

contact to send case referral
Complete referral form
System auto-saves details as they progress*
User

saves and submit case

selects to submit a referral
System presents confirmation requesting user confirm they will
1. accept terms & conditions
2. send referral
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.

in Admin site
Alternative Process	N/A
Rules	Rule: Only specified fields can be entered Error: where mandatory fields not completed
JIRA
Audit Log	Who submitted the case (email address) and when Present audit log to all with view permissions within case management view

Process Name	CM-2 Search Referrals/Cases	Comments
Description	HEE Admins and case managers can search for a case from the list page and click through to view in more detail
Actors	HEE Admins, TPD, Educational Supervisor
Pre-Conditions	Logged in Authorised User User navigated to Person RecordCase Management list view
Post-Conditions	View all or searched cases in a list screen
Process Steps	View table with column headers defined Search or click into a single row to view detail on a particular Trainee's case/referral System presents detailed case or referral viewClose	<<Field validation to define column headers to present in the list screen>> Search terms TBD All columns filterable
Alternative Process
Rules	Rule: System presents a read-only view of the submitted referral form A
JIRA Links
Audit Log	Who viewed the case and when Present audit log to all with view permissions

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Process Name	CM-3 View/Edit Referrals/Cases	Comments
Description	HEE Admins and case managers can view and edit the detail within a case; this includes any relevant notifications to the trainee and referrer
Actors	HEE Admins, TPD, Educational Supervisor, Clinical Supervisor, Case Manager
Pre-Conditions	Logged in Authorised User User navigated to Person desired Case Record
Post-Conditions	View all or searched cases in a list screen
Process Steps	View table with column headers defined Search or click into a single row to view detail on a particular Trainee System presents detailed referral/case view Edit detail in fieldEdit detail in field Add action plan/s to case Record required outcomes Add document/s to case Change status of the referral to accepted/returned If accepted, add case manager and notes Save Close System sends notification to case manager and HEE admin / remind user to send email to user	Statuses submitted returned accepted under review returnedclosed (Where referrals are accepted they become cases which are then ready to be triaged.	Alternative Process	Rules	Rule: Only specified fields can be entered Error: where mandatory fields not completed Notification to case managers	JIRA Links	Audit Log	Who edited the case and when Present audit log to all with view permissions
Process Name	CM-4 Triage case	Comments
Description	HEE admins can review and apply statuses to a referral which will trigger the next stage of activity against a referral / case	Actors	HEE Admins, TPD, Educational Supervisor	Pre-Conditions	Logged in Authorised User User navigated to Person Record	Post-Conditions	View all or searched cases in a list screen	Process Steps	View table with column headers defined Search or click into a single row to view detail on a particular Trainee System presents detailed case view Add action plan/s to case Record required outcomes Add document/s to case System auto-saves details as they progress User saves case Edited Referral/Case updated to summary list page	Statuses submitted accepted returned Outcomes Who will be the case manager ) Outcomes Case manager name What support is relevant i.e. OH, Exam Support, LTFT/OOP/Supernumerary, Occupational health etc. Returned to be managed at school level
Alternative Process	N/A
Rules	Rule: Only specified fields can be entered Error: where mandatory fields not completed Notification to case managersNotification in Trainee UI - tbc if in scope for MVP
JIRA Links
Audit Log	Who edited the case and when Present audit log to all with view permissions

Process Name	CM5 CM4 - Track/Monitor case progress (Trainee) OUT OF SCOPE	Comments
Description	Trainees can view their cases and track their progress and outcomes
Actors	HEE Admins, Case managers Trainee UI - tbc if in scope for MVP
Pre-Conditions	Logged in Authorised User User navigated to Person Record
Post-Conditions	Trainee UI - Trainee sees outcome/status of their cases - tbc if in scope for MVP
Process Steps	Trainee goes to cases View all cases and their status and outcomes in a user-friendly way.
Alternative Process
Rules
JIRA Links
Audit Log

Process Name	CM6 CM5 - Track/Monitor case progress (Admin)	Comments
Description	HEE Admins and case managers can search for a case from the list page and track progress
Actors	HEE Admins, Case managers
Pre-Conditions	Logged in Authorised User User navigated to Person Record
Post-Conditions	View all or searched cases in a list screen filterable by status/outcome
Process Steps	View table with column headers defined Filter cases by Status/Outcomes Search or click into a single row to view detail on a particular Trainee System presents detailed case view Close
Alternative Process	N/A
Rules
JIRA Links
Audit Log

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