Case Management - Scenarios

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	HEE Admin, TPD, Educational Supervisor
Pre-conditions	Logged 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	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 System auto-saves details as they progress User saves and submit case 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 Log	Who submitted the case and when Present audit log to all with view permissions

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 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 Close	<<Field validation to define column headers to present in the list screen>>
Alternative Process
Rules	Rule: System presents a read-only view of the submitted form A
JIRA Links
Audit Log	Who viewed the case and when Present audit log to all with view permissions

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
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 referral/case view Edit detail in field Change status of the referral to accepted/returned If accepted, add case manager and notes Save Close System sends notification	Statuses submitted accepted returned 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 What support is relevant i.e. OH, Exam Support, LTFT/OOP/Supernumerary, Occupational health etc. Returned to be managed at school level
Alternative Process
Rules	Rule: Only specified fields can be entered Error: where mandatory fields not completed Notification to case managers Notification 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 - Track/Monitor case progress (Trainee)	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 - 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
Rules
JIRA Links
Audit Log

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