Case Management - Scenarios
- Referral - submit a case request
- Search Referrals/Cases
- View/Edit Referrals/Cases
- Track progress of cases
Process Name | CM-1 Submit a Case/Referral Request | Comments |
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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, 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 |
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Alternative Process | N/A | |
Rules |
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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 |
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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 Case Management list view | |
Post-Conditions | View all or searched cases in a list screen | |
Process Steps |
| <<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 | |
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 |
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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 desired Case Record | |
Post-Conditions | View all or searched cases in a list screen | |
Process Steps |
| Statuses
(Where referrals are accepted they become cases which are then ready to be triaged.) Outcomes
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Alternative Process | N/A | |
Rules |
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JIRA Links | ||
Audit Log | Who edited the case and when Present audit log to all with view permissions |
Process Name | CM4 - Track/Monitor case progress (Trainee) OUT OF SCOPE | Comments |
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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 |
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Alternative Process | ||
Rules | ||
JIRA Links | ||
Audit Log |
Process Name | CM5 - Track/Monitor case progress (Admin) | Comments |
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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 |
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Alternative Process | N/A | |
Rules | ||
JIRA Links | ||
Audit Log |
Slack: https://hee-nhs-tis.slack.com/
Jira issues: https://hee-tis.atlassian.net/issues/?filter=14213