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Status Final

Version 1.5

Version date 09/06/2020

SystmOne GP Catalogue Solution Listing

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Contents

TPP ........................................................................................................................................ 3

SystmOne GP......................................................................................................................... 3

Solution Description ........................................................................................................................ 3

Summary .........................................................................................................................................................3

About SystmOne GP ......................................................................................................................................3

Features .......................................................................................................................................... 4

Integrations ..................................................................................................................................... 4

NHS Assured Integrations ..............................................................................................................................4

Supplier Asserted Integrations ........................................................................................................................9

Implementation Timescales ............................................................................................................. 9

Client Application Type .................................................................................................................. 10

Hosting Type ................................................................................................................................. 11

About Supplier............................................................................................................................... 11

Contact Details .............................................................................................................................. 12

Framework ........................................................................................................................... 13

SystmOne GP List Price .............................................................................................................................. 13

SystmOne GP Capabilities Met - NHS Assessed ........................................................................................ 13

NHS Standards Met ..................................................................................................................................... 37

Associated Standards .................................................................................................................................. 37

Overarching Standards ................................................................................................................................ 42

Work Off Plans ............................................................................................................................................. 44

SystmOne GP Associated Services ............................................................................................................ 46

SystmOne GP Additional Services ................................................................................................ 54

SystmOne Enhanced ................................................................................................................................... 54

SystmOne Enhanced List Price ................................................................................................................... 55

SystmOne Mobile Working .......................................................................................................................... 74

SystmOne Mobile Working List Price .......................................................................................................... 74

SystmOne Shared Admin ............................................................................................................................ 79

SystmOne Shared Admin List Price ............................................................................................................ 80

SystmOne Auto Planner .............................................................................................................................. 85

SystmOne Auto Planner List Price .............................................................................................................. 85

TPP Video Conferencing with Airmid .......................................................................................................... 90

Service Level Information ..................................................................................................... 91

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TPP

129 Low Lane

Horsforth

Leeds

England

LS18 5PX

SystmOne GP

Solution Description Summary

SystmOne GP has been evolving for over 20 years, with continuous clinical input. It is one of

the most advanced clinical systems in the world and is used by more than 2,700 GP

practices nationwide. SystmOne GP is the ideal solution to meet the ever-changing needs of

modern General Practice.

About SystmOne GP

SystmOne GP has been in use across UK General Practice for over 20 years. It is the

system of choice for over 2,700 practices and is used by over 75,000 staff members.

SystmOne GP is an advanced solution that goes far beyond the main functionality required

for running a GP practice. It contains complete workflow support, a full analytics module,

QOF tracking & a comprehensive clinical development kit.

Improving the quality of care across settings is core to TPP’s vision. The GP product is ideal

for cross-organisational working & fully supports the requirements of Primary Care Networks.

It enables true integrated care between GP, hospital, mental health & social care settings.

TPP GP is Spine-accredited, providing access to the latest versions of GP2GP, EPS, & eRS.

The system is fully compliant with SNOMED CT. SystmOne GP is leading on national

interoperability programmes, compliant with national open FHIR standards for access to GP

data & for transfer of care documentation.

View more information about this Catalogue Solution

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Features

• Full Spine Compliance - EPS, PDS, SCR, eRS, GP2GP

• Standards - SNOMED CT, HL7 V2, V3, FHIR, GP Connect

• Appointments - Configurable Clinics, Dedicated Appointments, Visits Screens, SMS

Integration

• Prescribing - Acute, Repeat, Formularies, Action Groups, Decision Support

• Complete Electronic Health Record (EHR)

• Comprehensive consultations – Recalls, Referrals, Structured Data

• Clinical Development Kit - Data Entry Templates, Views, Questionnaires, Integrated

Word Letters

• Full Workflow Support including Automatic Consultations

• Analytics - Customisable Reports, Batch Reports, Bulk Actions, QOF Tools,

Automatic Submissions

• Patient Online Services - Appointment Booking, Medication Requests, Record

Access, Proxy Access

Integrations NHS Assured Integrations

There are two types of integrations specified and assured by the NHS. To find out more

about these integrations, click on the links below.

GP Connect: https://digital.nhs.uk/services/gp-connect

IM1: https://digital.nhs.uk/services/gp-systems-of-choice/pairing-integration

Integrations SystmOne GP has using IM1 and GP Connect.

IM1 integrations

• IM1 Bulk

Provider or Consumer Integrates with System Name

Description of Integration

Provider Apollo SQL Suite

(Wellbeing Software)

Apollo use SQL suite to

extract data from the

strategic reports sent from

SystmOne via integration.

This data is used to provide

a report of practice data or

for studies where the reports

will be further analysed.

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Provider Endeavour

(Tower Hamlets)

Endeavour receives data

extracted from the strategic

reports generated by

SystmOne. The data can

then be used for further

analysis.

• IM1 Transactional

Provider or Consumer Integrates with System Name

Description of Integration

Provider Chain SMS (AccuRx Ltd)

Chain SMS is a communication tool between GPs and their patients. Patient demographic information is shared from SystmOne to AccuRx Chain SMS, and all messages sent via AccuRX Chain SMS will be written to SystmOne

Provider Valida DS

(Care IS)

Valida is an in-consultation

solution for non-clinical

triage, clinical referral,

decision support, shared

care records and risk

stratification. Data flows

seamlessly between

SystmOne and Valida so

that decision support is built

in to normal workflow.

Provider eSP

(Black Pear)

Black Pear - eSP provides

GPs with capability to create

care plans and to securely

share them with SystmOne

and other third party health

providers such as 111. Use

cases include end of life

care planning, frailty care

planning etc.

Provider ERA

(Black Pear)

Black Pear ERA allows appointment booking across different systems. A medical summary is also included with the referral.

Provider Enlighten

(Jayex)

Enlighten can review and

capture patient contact and

demographic details as part

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of the patient self-check-in

process. Changes are

notified to admin in real time

and file back into the

SystmOne record. Enlighten

surveys modules allow you

to use the same platform to

capture anonymised patient

experience, FFT &

outcomes data on touch

screens, tablets, PCs &

smartphones. The

multiplatform approach

supports centralised and

local initiatives to

standardise results and

improve patient experience.

Provider UCC Client

(Mondago)

Mondago is a computer

telephony company. The

integration allows SystmOne

users to click on a telephone

number displayed in

SystmOne, and the desk

phone automatically dial the

number. When receiving

phone calls, it shows the

name of the call to the

surgery and SystmOne will

retrieve the patient record

automatically.

Provider RIVIAM Citizen Portal (Target)

RIVIAM is a cloud based secure patient record that is focused on providing a way of sharing video, pictures and audio. This integration allows patient records held within SystmOne to be retrieved via RIVIAM, and updated with any new information recorded in RIVIAM.

Provider Engage (Engage Health Systems – formerly Wiggly-Amps)

Engage provides a range of patient facing services to the NHS to empower patients and support clinicians. Engage is available on touchscreens in practices

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through which patients can manage and check in to their appointments. They are also able to fill in questionnaires and surveys which will then feed the data recorded back to SystmOne.

Provider My Rightcare

My Rightcare is an online electronic shared care plan which enables the sharing of essential, relevant and up-to-date information between providers. Users are able to retrieve, view, create or update MyRightCare plans through SystmOne. Users are also able to attach document to MyRightCare plans in SystmOne.

Provider Medibooks (Total Billing Solutions)

MediBooks allows GP practices and federations to calculate, manage and control non-NHS and private income. They use SystmOne to authenticate log on and map the TPP staff role to Medibooks User & Access Profile information. Patient details can be pulled through seamlessly to MediBooks, allowing bills to be created within just three clicks of the mouse.

• IM1 Patient Facing

Provider or Provider Integrates with System Name

Description of Integration

Provider Patally

(Csharp)

Patally is a patient facing

solution that allows users to

view their record, manage

appointments, update

demographic details, as well

as order repeat prescriptions

through SystmOne.

Provider Co-op Health

(Co-op – previously Dimec)

Co-op Health is a patient

facing solution that allows

users to view their record,

manage appointments, as

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well as request medication

through SystmOne.

Provider Doctorlink

(Medvivo)

Medvivo's ‘Surgery Pod’

allows patients to take

routine tests and perform

questionnaires without the

need for a clinical

appointment. The results

from the Surgery Pod then

automatically populate into

the patient’s record on

SystmOne.

Provider GP Link (Engage Health Systems – formerly Wiggly-Amps)

GP Link is a patient facing solution that allows patients to manage appointments and update their demographics details through SystmOne.

Provider Evergreen Life Evergreen empowers people to take control of their health. It gives patients access to their electronic medical record held in SystmOne, and allows patients to book appointments and order repeat prescriptions.

GP Connect integrations

• GP Connect - HTML View

Provider and/or Consumer Additional information about the integration

Provider and Consumer TPP is the first supplier to achieve full rollout of HTML

functionality, providing both the provider and consumer

capabilities.

The capability enables a read-only view of the patient’s GP

Practice Record at other GP practices and care settings.

The HTML record comprises of the following sections: summary, encounters, clinical items, problems and issues, allergies and adverse reactions, medications, referrals, observations, immunisations and administrative items.

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• GP Connect - Appointment Booking

Provider and/ or Consumer Additional information about the integration

Provider and Consumer TPP is the first supplier to achieve full roll out of Appointment

Booking functionality, providing both provider and consumer

capabilities.

This enables the management of GP practice appointments between different systems.

• GP Connect – Structured Booking

Provider and/or Consumer Additional Information about the integration

Provider TPP has been approved to go into First of Type testing for

the GP Connect Structured Record capability.

This enables structured information to be retrieved from the

patient’s GP Practice record. The first phase of this will make

structured medications and allergies data available.

Supplier Asserted Integrations

These are the Supplier’s own integrations and are not specified or assured by the NHS. They may only partially integrate with the system.

View the Supplier Asserted Integrations for this Catalogue Solution

Implementation Timescales

If a greenfield unit is required, the turn-around time to receive the Live unit can be as quick as two weeks, once a signed contract is in place and all staff have received the required training.

TPP will assess the request and set up the unit as specified in the order details. Once the Live system is ready to use, TPP will be in touch with the contact who requested the unit.

When transitioning from a previous system that has a mature adapter in place (EMIS Web, Vision, Microtest), implementation is a quick rollout of 8 weeks, including data migration of any existing patient records.

The main phases for this implementation are:

• Initial data production

• Data checking

• Training

• Data reload & sign-off

• Final data production

• Go Live

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If transitioning from any other system, an additional 8-week adapter build period would be required.

TPP maintain close contact with staff at the unit throughout these phases to ensure an efficient and accurate implementation

Client Application Type

Minimum recommended technical specifications for a user to implement the Solution effectively.

• Native desktop application

Name of specification Information about specification

Supported operating systems

TPP supports all versions of Windows for desktops that are

currently supported by Microsoft. Following verification of the

configuration by TPP, installation of Windows to a virtual

environment is supported to the products and versions

including Virtual VMware View 5+, Citrix Xen Desktop 6+ and

Microsoft Server 2012+.

Installation of the SystmOne client to any Server Operating

System is not licensed by TPP. It should also be noted that

both 32-bit and 64-bit versions of Microsoft Windows are

supported unless otherwise stated. Windows RT is not

supported.

Minimum connection speed required

0.5Mbps

Minimum memory requirement

512MB

Additional storage requirements

4GB of free space on the C drive. Where a SystmOne Gateway client is used, 100GB of free space on the C drive is recommended.

Minimum necessary CPU power

A minimum of a 2.0 GHz Pentium 4 series CPI is required.

Recommended desktop aspect ratio and screen resolution

5:4 - 1280 x 1024

Third party components required

Windows 7 requires 1GB and Office Word 2010 requires 256 MB. Other third party applications, shared graphics or peripherals (such as attached printers) should also be taken into account. These will all increase the amount of memory required for the computer to run smoothly.

Device capabilities required

A minimum screen resolution of 1024 x 768 pixels with 16-bit colours is required. TPP recommends a minimum of a 17” TFT flat screen monitor with a resolution of 1280 x 1024 and 32-bit colours.

Hardware requirements The OS system drive must have a drive letter of C.

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Additional Information Applications that can open/view rich text file (.rtf) and comma separated (.csv) documents are required. To perform letter writing, Microsoft Word is also required. TPP only supports versions of Office that are supported by Microsoft which currently includes Office 2010, 2013, 2016 and 2019.

Hosting Type Minimum recommended hosting specifications needed for the Solution to function efficiently

on an application or device.

• Private cloud

Specification Information

Summary The SystmOne Solution requires the following key items to be in place for smooth operation: -UDP Ports 2120-2130 and TCP Ports 2130-2140 should be opened to 20.146.120.128/25 and 20.146.248.128/25. TCP port 443 is also required for SystmOnline and Mobile Working to systmonline.tpp-uk.com. TPP also recommend allowing ICMP traffic for diagnostic purposes. A full list of requirements can be found in the SystmOne WES.

Data centre hosting model

TPP provide a centralised solution with all server hardware hosted in TPP's private cloud infrastructure. All server patching, security updates and feature releases are managed by TPP. The solution is hosted within 2 geographically separated private cloud instances with data replicated between the sites in real time in order to provide a high level of resiliency. TPP use a number of tools to monitor capacity, analyse usage trends and log the utilisation of the system. This ensures the solution scales to demand and new functionality / business requirements.

Does the user require a HSCN or N3 connection to use this Solution?

Yes

About Supplier

TPP is a digital health company, committed to delivering world-class healthcare software

around the world. Its EHR product, SystmOne, is used by over 7,000 NHS organisations in

over 25 different care settings. This includes significant deployments in Acute Hospitals,

Emergency Departments, Mental Health services, Social Care services and General

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Practice. In recent years, TPP has increased its international presence, with live

deployments in China and across the Middle East.

View more information about this Supplier

Contact Details

General Enquiries

+44 (0)113 2050080

[email protected]

Account Managers/ Sales

+44 (0)113 2050083

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Framework GP IT Futures Framework 1

Foundation Solution

SystmOne GP List Price

The base pound value of the Solution is displayed in varied units of pricing. The price of a

Solution can offered as either or all of Flat List price(s), Tiered List price(s) and Bundle List

price(s).

• Flat List Price

Price Unit of price

£1.26 Per patient

Definition of unit:

Per patient per annum

SystmOne GP Capabilities Met - NHS Assessed

Capabilities have been assessed by the NHS.

For a Capability offered as a Full Capability, all Must Epics within the Capability must be met.

For a Capability offered as Full or Partial Capability, at least one Must Epic must be met. For

details of all Capabilities view the Capabilities and Standards model.

A met Capability may be subject to a Work-off Plan, meaning the supplier is completing the

requirements to meet the Capability in an agreed timeframe. You can find details about any

Work-off Plans relating to this Catalogue Solution further down the page.

Sections Information

Capability name Unified Care Record

Description Given that a Patient/Service User may have data recorded in many different systems, a Unified Care Record provides a means of bringing this data together, in one place, to enable Health and Care Professionals to have a holistic view of a Patient/Service User's health and care record. A Unified Care Record is intended to encourage a Patient/Service User-centred approach to care, and improve efficiency and safety as well as providing Health and Care Professionals with a

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comprehensive record that enables them to make more informed assessments and thus better care and treatment decisions. This unified record can be made available to Health and Care Professionals involved in the direct care of a Patient/Service User and where there are data sharing agreements in place between the relevant data-sharing organisations. Data is drawn from the relevant systems and presented to the Health and Care Professional. The Unified Care Record may additionally provide the ability for the Health and Care Professional to tailor the view of the information to better meet their needs. This may include Patients/Service Users themselves or a Proxy acting on their behalf.

Further information about the Capability

Learn more about the Unified Care Record Capability

Must Epics C39E1- view Unified Care Record

Must Epics that have not been met

May Epics C39E2 - Patient/Service User views the Unified Care Record C39E3- Default Views

May Epics that have not been met

C39E2 - Patient/Service User views the Unified Care Record C39E3- Default Views

Capability name Shared Care Plans

Description Shared Care Plans support a Patient-centred approach to care. It allows Health and Care Professionals to view and maintain a single, shared Plan for the Patient/Service User rather than holding separate and disconnected Plans within the individual health and care organisations. It encourages a collaborative approach to supporting Patients/Service Users to meet their health and care needs, including Patients/Service Users with long-term conditions or in residential care. Health or Care Professionals with appropriate access rights involved in delivering care for the Patient/Service User can see and contribute to a Patient/Service User's Care Plan. Guardians, Caregivers with appropriate access rights or the Patient/Service User can also view and update them. In integrated care settings, all members of the Care Team should have access to the same information and can build upon the Shared Care Plan. Team members act in coordination towards a common goal to provide integrated care and avoid errors. A Shared Care Plan functions as a living document that members of the Care Team refer to or update on an ongoing basis. Service Providers must also be able to seamlessly share and access Shared Care Plans across health or care settings that use different IT systems.

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Further information about the Capability

Learn more about the Shared Care Plans Capability

Must Epics C36E1 - create Shared Care Plan C36E2 - view Shared Care Plan C36E3 - amend Shared Care Plan C36E4 - close Shared Care Plan

Must Epics that have not been met

May Epics C36E5 - assign Shared Care Plan actions C36E6 - access Shared Care Plans remotely C36E7 - search and view Shared Care Plans C36E8 - real-time access to Shared Care Plans C36E9 - notifications C36E10 - reports C36E11 - manage Shared Care Plan templates C36E12 - manage care schedules

May Epics that have not been met

C36E5 - assign Shared Care Plan actions C36E6 - access Shared Care Plans remotely C36E7 - search and view Shared Care Plans C36E8 - real-time access to Shared Care Plans C36E9 - notifications C36E10 - reports C36E11 - manage Shared Care Plan templates C36E12 - manage care schedules

Capability name Data Analytics for Integrated and Federated Care

Description Data Analytics for Integrated and Federated Care delivers the ability to combine, or link, and then report against structured datasets and then present the results to underpin (secondary uses of the data such as) service and performance management, decision-making around services and resource usage, action planning, alerting / issue management and forecasting. Subject to the correct data sharing agreements being in place, the Data Analytics Capability enables reporting against datasets from systems within the Integrated/Federated Care Setting (e.g. GP clinical systems or systems holding information relating to budgets, spend, drug costs, etc.) It also allows reporting on data from other sources: national (e.g. HES, ePACT2, QOF, GPES); and local (e.g. other care providers in the area). Users can run existing or create new reports as required, creating output at different levels (e.g. Practice, Integrated/Federated Care Setting, CCG or postcode area) and presenting the results according to the needs of the audience (e.g. as reports, aggregated figures or via dashboards).

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The Data Analytics Capability supports analysis of data from different systems or sources (e.g. Patient, prescribing, Appointments, financial, workforce). Practices and Integrated/Federated Care Setting (Federations) can use this data, for example, to: Maximise the use of current resources Assess future resource needs Plan and manage Patient care Benchmark and track performance Underpin decision-making

Further information about the Capability

Learn more about the Data Analytics for Integrated and Federated Care Capability

Must Epics C26E1 - analyse data across multiple organisations within the Integrated/Federated Care Setting (Federation) C26E2 - analyse data across different datasets C26E3 - create new or update existing reports C26E4 - run existing reports C26E5 - present output C26E6 - define selection rules on reports

Must Epics that have not been met

C26E5 - present output

May Epics C26E7 - create and run performance-based reports C26E8 - drill down to detailed information C26E9 - forecasting C26E10 - enable reporting at different levels

May Epics that have not been met

C26E7 - create and run performance-based reports C26E9 - forecasting

Sections Information

Capability name Reporting

Description Enables reporting and analysis of data from other Capabilities in the Practice Solution to support clinical care and Practice management.

Further information about the Capability

Learn more about the Reporting capability

Must Epics C16E1 - report data from other Capabilities

Must Epics that have not been met

May Epics

May Epics that have not been met

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Capability name Appointments Management - GP

Description Supports the administration, scheduling, resourcing and reporting of Appointments.

Further information about the Capability

Learn more about the Appointments Management - GP Capability

Must Epics C5E1 - manage Session templates C5E2 - manage Sessions C5E3 - configure Appointments C5E4 - Practice configuration C5E5 - manage Appointments C5E6 - view Appointment reports C5E7 - access Patient Record

Must Epics that have not been met

May Epics

May Epics that have not been met

Capability name Appointments Management - Citizen

Description Enables Citizens to manage their Appointments online. Supports the use of Appointment Slots that have been configured in Appointments Management - GP.

Further information about the Capability

Learn more about the Appointments Management - Citizen Capability

Must Epics C1E1 - manage Appointments

Must Epics that have not been met

May Epics C1E2 - manage Appointments by Proxy

May Epics that have not been met

Sections Information

Capability name Communicate with Practice- Citizen

Description Supports secure and trusted electronic communications between Citizens and the Practice. Integrates with Patient Information Maintenance.

Further information about the Capability

Learn more about the Communicate with Practice - Citizen Capability

Must Epics C2- manage communications - Patient

Must Epics that have not been met

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May Epics C2 - manage communications - Proxy

May Epics that have not been met

Capability name Prescription Ordering - Citizen

Description Enables Citizens to request medication online and manage nominated and preferred Pharmacies for Patients.

Further information about the Capability

Learn more about the Prescription Ordering - Citizen Capability

Must Epics C3E1 - manage Repeat Medications - Patient C3E2 - manage my nominated EPS pharmacy

Must Epics that have not been met

May Epics C3E3 - manage my Preferred PharmacyAs a Patient C3E4 - manage Acute Medications C3E5 - view medication information C3E6 - manage Repeat Medications as a Proxy C3E7 - manage nominated EPS pharmacy as a Proxy C3E8 - manage Preferred Pharmacy as a Proxy C3E9 - manage Acute Medications as a Proxy C3E10 - view medication information as a Proxy

May Epics that have not been met

C3E3 - manage my Preferred PharmacyAs a Patient C3E4 - manage Acute Medications C3E5 - view medication information C3E6 - manage Repeat Medications as a Proxy C3E7 - manage nominated EPS pharmacy as a Proxy C3E8 - manage Preferred Pharmacy as a Proxy C3E9 - manage Acute Medications as a Proxy C3E10 - view medication information as a Proxy

Sections Information

Capability name Referral Management

Description Supports recording, reviewing, sending, and reporting of Patient Referrals. Enables Referral information to be included in the Patient Record.

Further information about the Capability

Learn more about the Referral Management Capability

Must Epics C11E1 - Manage Referrals C11E2 - view Referral reports

Must Epics that have not been met

May Epics

May Epics that have not been met

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Capability name View Record - Citizen

Description Enables Citizens to view their Patient Record online.

Further information about the Capability

Learn more about the View Record - Citizen Capability

Must Epics C4E1 - view Patient Record - Patient

Must Epics that have not been met

May Epics C4E2 - view Patient Record - Proxy

May Epics that have not been met

C4E2 - view Patient Record - Proxy

Sections Information

Capability name Recording Consultations

Description Supports the standardised recording of Consultations and other General Practice activities. Also supports the extraction of Female Genital Mutilation (FGM) data for the FGM data set.

Further information about the Capability

Learn more about the Recording Consultations Capability

Must Epics C15E1 - record Consultation information C15E2 - view report on calls and recalls C15E3 - view report of Consultations C15E4 - access Patient Record C15E5 - manage Consultation form templates C15E6 - share Consultation form templates C15E7 - use supplier implemented national Consultation form templates C15E8 - extract Female Genital Mutilation data

Must Epics that have not been met

May Epics

May Epics that have not been met

Sections Information

Capability name Prescribing

Description Supports the effective and safe prescribing of medical products and appliances to Patients. Information to support prescribing will be available.

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Further information about the Capability

Learn more about the Prescribing Capability

Must Epics C14E1 - access prescribable items C14E2 - manage Formularies C14E3 - manage shared Formularies C14E4 - set default Formulary for Practice Users C14E5 - manage prescribed medication C14E6 - manage prescriptions C14E7 - manage Patient's Preferred Pharmacy C14E8 - manage Patient medication reviews C14E9 - view prescribed medication reports C14E10 - manage Repeat Medication requests C14E11 - manage Acute Medication requests C14E12 - manage Authorising Prescribers C14E13 - access Patient Record

Must Epics that have not been met

May Epics C14E14 - view EPS Nominated Pharmacy changes C14E15 - configure warnings for prescribable items C14E16 - medications are linked to diagnoses

May Epics that have not been met

C14E14 - view EPS Nominated Pharmacy changes C14E15 - configure warnings for prescribable items C14E16 - medications are linked to diagnoses

Sections Information

Capability name Patient Information Maintenance

Description Supports the registration of Patients and the maintenance of all Patient personal information. Supports the organisation and presentation of a comprehensive Patient Record. Also supports the management of related persons and configuring access to Citizen Services.

Further information about the Capability

Learn more about the Patient Information Maintenance Capability

Must Epics C13E1 - manage Patients C13E2 - access Patient Record C13E3 - manage Patient Related Persons C13E4 - manage Patients for Citizen Services C13E5 - manage Patient Communications C13E6 - configure Patient notifications C13E7 - Manage Practice notifications - Patient C13E8 - Search for Patient Records C13E9 - view Patient Reports C13E10 - configure Citizen service access for the Practice C13E11 - identify Patients outside of Catchment Area C13E12  - manage Patient Cohorts from Search Results

Must Epics that have not been met

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May Epics C13E13 - view Subject Access Request reports C13E14 - manage Acute Prescription Request Service C13E15 - notify the Patient of changes C13E16 - manage Subject Access Request (SAR) requests C13E17 - notify the Proxy of changes C13E18 - Manage Practice notifications - Proxy C13E19 - configure Proxy notifications C13E20 - manage Proxy Communications C13E21 - manage Proxys for Citizen Services

May Epics that have not been met

C13E15 - notify the Patient of changes C13E16 - manage Subject Access Request (SAR) requests C13E17 - notify the Proxy of changes C13E18 - Manage Practice notifications - Proxy C13E19 - configure Proxy notifications C13E20 - manage Proxy Communications C13E21 - manage Proxys for Citizen Services

Capability name Resource Management

Description Supports the management and reporting of Practice information, resources, Staff Members and related organisations. Also enables management of Staff Member availability and inactivity.

Further information about the Capability

Learn more about the Resource Management Capability

Must Epics C12E1 - manage General Practice and Branch site information C12E2 - manage General Practice Staff Members C12E3 - manage Staff Member inactivity periods C12E4 - manage Staff Member Groups C12E5 - manage Related Organisations information C12E6 - manage Related Organisation Staff Members

Must Epics that have not been met

May Epics C12E7 - manage Non-human Resources

May Epics that have not been met

C12E7 - manage Non-human Resources

Sections Information

Productivity name Monthly planner

Description Allows users to find, view and schedule face-to-face contacts with patients in bulk, dependent on caseload and pre-defined contact frequency. Also, enables due and overdue care plan reviews to be viewed and scheduled.

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Epic and Acceptance criteria

Epic 1 - View a list of patients that require a contact (visit or appointment) scheduling Acceptance criteria 1: Given that the user wants to view a list of patients that require contacts to be scheduled When the search is run Then the list of patients requiring contacts scheduling is viewed And details of the required contacts are displayed Epic 2 - Bulk schedule contacts (visits or appointments) for patients Acceptance criteria 1: Given that I can view a list of patients requiring contacts scheduling When I schedule contacts for those patients Then contacts are scheduled for those patients Epic 3 - View a list of patients that require a care plan review scheduling Acceptance criteria 1: Given that the user wants to view a list of patients that require care plan reviews to be scheduled When the search is run Then the patients requiring care plan reviews scheduling is viewed And details of the required care plan reviews is displayed Epic 4 - Bulk schedule care plan reviews for patients Acceptance criteria 1: Given that I can view a list of patients requiring care plan reviews scheduling When I schedule care plan reviews for those patients Then care plan reviews are scheduled for those patients Epic 5 - To schedule activity by caseloads Acceptance criteria 1: Given that I need to schedule contact for patients by caseload When I schedule care plan reviews for those patients / caseload Then care plan reviews are scheduled for those patients / caseloads

Productivity name Check In screen

Description SystmOne includes functionality for Patient Check-In. This allows patients presenting at a practice to identify themselves and mark themselves as having arrived for their booked

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appointment. This means that interaction is not required between the patient and the receptionist on arrival.

Epic and Acceptance criteria

Epic 1 - Patient Check-In Acceptance criteria 1: Given I have an appointment booked at the practice When I arrive at the practice Then I need to be able to notify the clinician with whom my appointment is booked that I have arrived and am ready to begin the appointment, without having to interact with reception staff.

Productivity name Call Boards

Description The system can be connected to a number of third-party call boards. When an appointment is called, this will display the patient's name on the call board(s) as configured. Users can also allocate anonymous ticket numbers to patients and display these instead.

Epic and Acceptance criteria

Epic 1 - Display patient name or anonymous ticket number on a call board Acceptance criteria 1: Given a patient is ready to be seen for their appointment When I call their appointment from the system Then I can display this to the patient without any additional action on my part And this can be anonymised so that the patient's personal details aren't displayed publicly.

Sections Information

Productivity name QOF Indicators

Description Allows the display of progress and projections on all data related to QOF registers and indicators, and a variety of functions to allow practices to manage patients in relation to QOF requirements and meet QOF targets.

Epic and Acceptance criteria

Epic 1 - View current progress against QOF indicators Acceptance criteria 1: Given that I want to view the organisation's current progress on any specific QOF indicator And I have the necessary access rights to view the information When I view the QOF indicator Then the organisation's current achievement progress is displayed. Epic 2 - View end of year projections against QOF indicators Acceptance criteria 1:

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Given that I want to view the organisation's projected end of year progress on any specific QOF indicator And I have the necessary access rights to view the information When I view the QOF indicator Then the organisation's end of year projection is displayed. Epic 3 – View current missing patients for any QOF indicator Acceptance criteria 1: Given that I want to view the patients currently missing achievement criteria for any specific QOF indicator And I have the necessary access rights to view the information When I view the currently missing patients for the QOF indicator Then a list of patients missing achievement criteria is displayed Epic 4 – View patients that will be missing achievement criteria by the end of the QOF year for any QOF indicator Acceptance criteria 1: Given that I want to view the patients that will be missing achievement criteria by the end of the QOF year for any specific QOF indicator And I have the necessary access rights to view the information When I view the patients that will be missing achievement criteria by the end of the QOF year for the QOF indicator Then the patients that will be missing achievement criteria are displayed Epic 5 – View current achieved patients for any QOF indicator Acceptance criteria 1: Given that I want to view the patients currently satisfying achievement criteria for any specific QOF indicator And I have the necessary access rights to view the information When I view the currently achieved patients for the QOF indicator Then the patients satisfying achievement criteria are displayed Epic 6 – View patients that will be satisfying achievement criteria by the end of the QOF year for any QOF indicator Acceptance criteria 1: Given that I want to view the patients that will be satisfying achievement criteria by the end of the QOF year for any specific QOF indicator And I have the necessary access rights to view the information When I view the patients that will be satisfying achievement criteria by the end of the QOF year for the QOF indicator

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Then the patients that will be satisfying achievement criteria are displayed Epic 7 – View patients currently excluded from any QOF indicator Acceptance criteria 1: Given that I want to view the patients currently excluded for any specific QOF indicator And I have the necessary access rights to view the information When I view the currently excluded patients for the QOF indicator Then the excluded patients are displayed Epic 8 – View patients that will be excluded by the end of the QOF year for any QOF indicator Acceptance criteria 1: Given that I want to view the patients that will be excluded by the end of the QOF year for any specific QOF indicator And I have the necessary access rights to view the information When I view the patients that will be excluded by the end of the QOF year for the QOF indicator Then the patients that will be excluded are displayed Epic 9 – View patients that are currently excluded but will be included by the end of the QOF year for any QOF indicator Acceptance criteria 1: Given that I want to view the patients that are currently excluded but will be included by the end of the QOF year for any specific QOF indicator And I have the necessary access rights to view the information When I view the patients that are currently excluded but will be included by the end of the QOF year for the QOF indicator Then the patients that are currently excluded but will be included are displayed Epic 10 – View the organisation's chronic disease prevalence, comparison to national prevalence and calculation payment per point for all QOF areas Acceptance criteria 1: Given that I want to view the organisation's chronic disease prevalence, comparison to national prevalence and calculation payment per point for all QOF areas And I have the necessary access rights to view the information When I view the organisation's chronic disease prevalence, comparison to national prevalence and calculation payment per point for all QOF areas Then the organisation's chronic

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disease prevalence, comparison to national prevalence and calculation payment per point for all QOF areas are displayed Epic 11 – View the organisation's numerics for all QOF areas (e.g. points achieved, points available, pounds achieved, pounds achievable, points per patient, pounds per patient, missing patients) Acceptance criteria 1: Given that I want to view the organisation's numerics for all QOF areas And I have the necessary access rights to view the information When I view the organisation's numerics for all QOF areas Then the organisation's numerics for all QOF areas are displayed Epic 12 – View the patients with the highest number of currently outstanding QOF alerts on their records for this organisation Acceptance criteria 1: Given that I want to view the organisation's current target patients And I have the necessary access rights to view the information When I view the organisation's current target patients Then the organisation's current target patients are displayed And their outstanding alerts and values are displayed Epic 13 – View the patients that will have the highest number of outstanding QOF alerts on their records by the end of the QOF year for this organisation Acceptance criteria 1: Given that I want to view the organisation's end of year target patients And I have the necessary access rights to view the information When I view the organisation's end of year target patients Then the organisation's end of year target patients are displayed And the alerts that will be outstanding and values are displayed Epic 14 – View the time remaining to achieve patients missing on any QOF indicator Acceptance criteria 1: Given that I want to view the time remaining to achieve patients missing on any QOF indicator And I have the necessary access rights to view the information When I view the time remaining to achieve patients missing on any QOF indicator

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Then the time remaining to achieve patients missing on any QOF indicator

Productivity name Evacuation list

Description Allow users to quickly print a list of all staff and patients currently in the premises to use as a register when needed (e.g. for evacuation, in a hostage situation, etc.).

Epic and Acceptance criteria

Epic 1 - Print Evacuation List Acceptance criteria 1: Given that I need to print an evacuation list And patients have been marked as arrived or in progress, users have rotas at the current time and/or users are currently logged on When I choose to print an evacuation list Then an evacuation list of patients and users is printed

Productivity name Medical drawings

Description Medical Drawings functionality can be used to add detailed visual information about patient conditions as part of consultations and from within templates. The function has a catalogue of pre-set diagrams of organs and limbs, to which users can add colour-coded highlights to specify areas of concern.

Epic and Acceptance criteria

Epic 1 - Record editable diagrams of organs and body parts within consultations. Acceptance criteria 1: Given that I want to record exactly where in the body a patient's condition has presented When I record a consultation with a patient Then I can add a diagram of the affected organ or limb using in inbuilt drawings to which I can add my own colour-coded highlights using the provided tool And this will indicate the specific region of the organ or limb I have examined/the patient is reporting symptoms/the issue has presented.

Sections Information

Productivity name Bulk Operations and List actions

Description Allow users to perform actions to patient records in bulk (e.g. send SMS, add read codes, add recalls, complete data entry templates, write letters, print blank scripts, add reminders, add to waiting list, print summaries, send email, replace repeat medication, deduct patients, apply vaccinations).

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Epic and Acceptance criteria

Epic 1 - Perform bulk actions Acceptance criteria 1: Given that I can find all the patients/items on which I need to perform a bulk action And I have the necessary access rights When I perform the bulk action on the list of patients I've selected Then the action is performed without needing to be scheduled in advance. Epic 2 - Schedule bulk actions Acceptance criteria 1: Given that I can find all the patients/items on which I need to perform a bulk action And I have the necessary access rights When I schedule the bulk action to be performed at a time/date I've chosen on the list of patients I've selected Then the action will be triggered for those patients at the time I've specified. Epic 3 - Apply vaccinations in bulk Acceptance criteria 1: Given that a vaccination clinic exists And the vaccination(s) was administered to patients in that clinic When I choose to record the vaccination(s) in bulk Then the correct vaccination details are record in the appropriate patient records

Productivity name FAQs

Description FAQs functionality provides users with a list of commonly-asked questions and responses to assist them with troubleshooting any potential issues or answering common training queries.

Epic and Acceptance criteria

Epic 1 - Find help within the system Acceptance criteria 1: Given that I want assistance with the system When I search for help within the "Support and FAQs" section of SystmOne Then helpful topics are displayed And I can access training guides and documentation about different areas of the functionality.

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Sections Information

Productivity name Forums

Description Forums create a 'helpful user' workspace in the system for users to post system related topics to other users. They are aimed at the sharing of knowledge and ideas.

Epic and Acceptance criteria

Epic 1 - Creating a new topic on forums Acceptance criteria 1: Given I have navigated to the Forums screen When I select new topic Then I can record the subject, the narrative, and the topics forums that this topic query will appear in And my topic will be available on Forums for other SystmOne users to view and respond to. Epic 2 - Reply to a topic on forums Acceptance criteria 1: Given I have navigated to the Forums screen When I select 'reply to topic' Then I can record my update to this topic to the other end user. Epic 3 – Watching a topic Acceptance criteria 1: Given that a forums topic exists When I choose to watch that forum topic Then I can easily navigate to my watched topics And see any updates that have been added.

Sections Information

Productivity name Instant Messaging

Description Users can send instant messages to other users who are logged on at the same organisation. Messages are immediately displayed and do not require a user to perform any action to view the message (e.g. access an inbox). Administrators can view an audit trail of messages.

Epic and Acceptance criteria

Epic 1 - Send a new Instant Message Acceptance criteria 1: Given that I am logged on to the system And the other user(s) are logged on to the same organisation in the system When I send a new message to the user(s) Then the Instant Message is displayed on the user(s) screen Epic 2 - View a received Instant Message

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Acceptance criteria 1: Given that I am currently logged on to the system When another user at the same organisation sends me a message Then the message is displayed And I can reply to the message using the same mechanism Epic 3 - View an audit of messages Acceptance criteria 1: Given that I want to view an audit of messages And I have the necessary access rights When I search for messages, applying date/sender/recipient filters as required Then all matching messages are displayed

Sections Information

Productivity name Learning Notes

Description Allows users to create a library of learning notes as a resource of topics and as evidence, for example, for annual GP reviews. The learning notes are stored in a logical manner convenient for the review as required and can be viewed, amended or deleted if desired.

Epic and Acceptance criteria

Epic 1 – Provide evidence of my annual development as a GP Acceptance criteria 1: Given that I have the rights and requirement to gather evidence of learning. When I go to User> learning notes > I can add in new learning notes (choosing new category if required), capture any evidence and embed any links as required as part of my assessment Then learning notes are stored in a logical manner convenient for the review as required And can be viewed, amended or deleted if desired.

Sections Information

Productivity name Notices

Description Making it easier to share documents and information to all staff by the ability to create and manage notice board messages that can be viewed by all users of the system at an organisation.

Epic and Acceptance criteria

Epic 1 – Create a notice board message Acceptance criteria 1: Given that I want to create a notice board message And I have the necessary access rights

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When I create a notice board message Then the this is visible to all users at that organisation Epic 2 – View a notice board message Acceptance criteria 1: Given that a notice board message exists When I view the notice board message Then the notice board message is displayed Epic 3 – Amend a notice board message Acceptance criteria 1: Given that a notice board message exists And I have the necessary access rights When I amend the notice board message Then the notice board message is updated to reflect my changes. Epic 4 – Delete a notice board message Acceptance criteria 1: Given that a notice board message exists And I have the necessary access rights When I delete the notice board message Then the notice board message is no longer visible

Sections Information

Productivity name Status Alerts

Description Users can configure their own alerts to indicate when a patient meets the search criteria they've specified by showing an icon and/or a configurable message on patient retrieval. These can be displayed on the Patient Home screen or in the Demographics Box and be linked to an Action for the user to perform.

Epic and Acceptance criteria

Epic 1 – Configure patient Status Alerts to identify and perform actions for patients if they meet certain criteria Acceptance criteria 1: Given that I want to flag up when patients fall into certain categories based on pre-determined criteria or criteria I've specified in Clinical Reports And particular actions sometimes need to be taken for these categories of patients When I retrieve the patients' records, any Patient Status Alerts that apply to their record will be triggered Then I can perform any actions linked to those Alerts And this will ensure that significant categories of patients are clearly identifiable when their records are retrieved.

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Sections Information

Productivity name Resource library

Description The Resource Library is a public space within SystmOne where users can search for and elect to use externally-created resources. These include data entry templates, questionnaires, protocols, reports, views, and word letter templates. Resources can also be publicly rated.

Epic and Acceptance criteria

Epic 1 – Uploading to the resource library Acceptance criteria 1: Given the organisation has resource it wants to upload to the resource library And the user has the correct access rights (template manager) When the user selects the resource they want to upload and selects 'upload resource' Then the Resource is uploaded to the common library Epic 2 – Downloading resource from the Resource Library Acceptance criteria 1: Given the organisation wants to look at external resources for potential use. And the user has the correct access rights (template manager) When the user selects the resource they want to download and selects 'download resource' Then the Resource is downloaded And can be used locally at that organisation. Epic 3 – Viewing downloaded resources from the Resource Library Acceptance criteria 1: Given the organisation needs to review what resource has been downloaded to the unit. And the user has the relevant access rights When the user navigates to the my downloads tab Then all of the downloaded resources are displayed. Epic 4 – Rating downloaded resource in the resource library Acceptance criteria 1: Given the organisation needs to add ratings to a downloaded resource And the user has downloaded the resource When the user selects the button 'rate resource' Then the user can select a rating and add individual comments to supplement the rating

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Sections Information

Productivity name Panic button

Description Users experiencing an emergency situation which requires other users to assist immediately (e.g. violent patient, urgent hazard) have the facility to quickly alert staff members at the organisation to the fact they require assistance.

Epic and Acceptance criteria

Epic 1 – Alert all users at the organisation that you require urgent assistance Acceptance criteria 1: Given that I am a user at the organisation And I require urgent assistance When I alert other users at the organisation Then the other users currently logged on receive an alert.

Section Information

Productivity name Local network monitoring capabilities

Description SystmOne includes analytical tools to assist users in diagnosing and resolving issues with their own local networks.

Epic and Acceptance criteria

Epic 1 – Network issue diagnosis Acceptance criteria 1: Given I need access to the clinical system to carry out my job efficiently e.g. to make an informed decision on how best to treat a patient and to record the treatment I am giving them When I experience an inability to access the clinical system Then I need to be able to determine whether the cause of this inability to access the clinical system is due to a central issue with the system supplier, or due to a local issue with my own local networks.

Section Information

Productivity name Navigation configuration

Description Allow organisations to configure navigation displays (toolbar, patient record section layouts, menus) and assign them to all users at the organisation, individual users or users with a specific role via System admin or personal preference configuration.

Epic and Acceptance criteria

Epic 1 – Create a new navigation configuration Acceptance criteria 1: Given that I have the necessary access rights (system administrator)

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When I create a new navigation display in organisation preferences Then the new navigation display is created and utilised by those selected in it's configuration Epic 2 – Amend an existing navigation configuration (tree/toolbar etc.) Acceptance criteria 1: Given that I have the necessary access rights (system administrator) When I amend an existing navigation display (tree/toolbar etc.) in organisation preferences Then the navigation display is amended immediately without any user interaction. Epic 3 – Delete an existing navigation configuration Acceptance criteria 1: Given that I have the necessary access rights (system administrator) When I delete an existing navigation display from Organisation preference Then the navigation display is deleted straight away without any interaction from the end user. Epic 4 – Assign a navigation display to everyone at the organisation Acceptance criteria 1: Given that I have the necessary access rights (system administrator) When I assign a navigation display to everyone at the organisation Then the navigation display is assigned to everyone at the organisation without any interaction. Epic 5 – Assign a navigation display to specific users at the organisation Acceptance criteria 1: Given that I have the necessary access rights (system administrator) When I amend an existing navigation display (for example a toolbar set-up) currently assigned to specific users at the organisation. Then the navigation display is amended automatically without any interaction from the end user and they can start to follow the new clinical/business process.

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Epic 6 – Assign a navigation display to all users with a specific role at the organisation Acceptance criteria 1: Given that I have the necessary access rights (system administrator) When I amend an existing navigation display (for example a toolbar set-up) currently assigned to specific roles at the organisation. Then the navigation display is amended automatically without any interaction from the end user and they can start to follow the new clinical/business process.

Sections Information

Productivity name Organisation groups

Description Organisations can form groups to allow the sharing of resources (e.g. templates, reports, reporting access, patient data etc.) relevant to the other members of that group. Saving time and improving standard of care.

Epic and Acceptance criteria

Epic 1 – Create Organisation Group Acceptance criteria 1: Given that the organisation wants to share resources with at least other organisations And a suitable Organisation Group does not exist When the organisation creates an Organisation Group Then the Organisation Group is created Epic 2 – Join Organisation Group Acceptance criteria 1: Given that the organisation wants to share resources with at least one other organisation And an Organisation Group exists When the organisation joins the Organisation Group Then the Organisation Group is joined And shared resources can be accessed Epic 3 – Leave Organisation Group Acceptance criteria 1: Given that the organisation no longer wants to share resources with a specific Organisation Group And they are a member of an Organisation Group When the organisation leaves the Organisation Group Then they are no longer a member of the Organisation Group And shared resources can no longer be accessed Epic 4 – Share a resource

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Acceptance criteria 1: Given that the organisation wants to share a resource with an Organisation Group And they are a member of the Organisation Group When the organisation shares the resource to the Organisation Group Then the resource is shared to the Organisation Group And all members have access to the resource Epic 5 – Access a shared resource Acceptance criteria 1: Given that the organisation wants to access a resource shared from another organisation in an Organisation Group And the resource is already shared with the Organisation Group When the resources is accessed Then the resource is utilised

Sections Information

Productivity name Mandatory fields linked to clinical reporting

Description Users can configure data entry fields on templates to be mandatory or recommended based on whether the patient is found or not found in any clinical report.

Epic and Acceptance criteria

Epic 1 – Specify that data fields are mandatory or recommended based on searches set up in clinical reporting. Acceptance criteria 1: Given that I want to record data about patients in a structured way And specific data items are needed if patients meet certain criteria, When I set up a template that records data about patients Then I can make certain elements of the template mandatory for entry depending on configurable reports And this will ensure that staff using the template always record the right information. Acceptance criteria 2: Given that I want to record data about patients in a structured way And specific data items are recommended if patients meet certain criteria, When I set up a template that records data about patients Then I can make certain elements of the template recommended for entry depending on configurable reports And this will ensure that staff using the template are always prompted to record the right information.

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NHS Standards Met

All Standards which are displayed have been assessed and approved by the NHS, however

some may be subject to a Work-off Plan. This means the supplier is completing the

requirements to meet the Standard in an agreed timeframe. You can find details about any

Work-off Plans relating to this Catalogue Solution further down the page.

Associated Standards

Sections Information

Standard name 111

Description Supports receipt and consumption of data sent by 111 provider systems for transfer of care to the GP Practice.

Further information about the Standard

Learn more about the 111 Standard

Standard name Appointments Management - Citizen - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Appointments Management - Citizen Capability

Further information about the Standard

Learn more about the Appointments Management - Citizen Standard

Standard name Appointments Management - GP - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Appointments Management - GP Capability

Further information about the Standard

Learn more about the Appointments Management - GP Standard

Standard name Authentication and Access

Description Supports user authentication and access controls to NHS systems and national services.

Further information about the Standard

Learn more about the Authentication and Access Standard

Standard name Citizen Access

Description Supports Citizens to access their services safely and securely. Also supports Citizens in viewing and updating Patient information online.

Further information about the Standard

Learn more about the Citizen Access Standard

Standard name Clinical Document Architecture (CDA)

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Description Defines the standard for exchange of clinical information between systems.

Further information about the Standard

Learn more about the Clinical Document Architecture (CDA) Standard

Standard name Common Reporting

Description Supports the reporting needs that are common to General Practices and includes searchable report templates.

Further information about the Standard

Learn more about the Common Reporting Standard

Standard name Communicate with Practice - Citizen - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Communicate with Practice - Citizen Capability.

Further information about the Standard

Learn more about the Communicate with Practice - Citizen Standard

Standard name Communication Management - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Communication Management Capability

Further information about the Standard

Learn more about the Communication Management Standard

Standard name Electronic Prescription Service (EPS)

Description Supports sending prescriptions electronically to a dispenser (such as a pharmacy) of the Patient's choice.

Further information about the Standard

Learn more about the Electronic Prescription Service (EPS) Standard

Standard name Electronic Yellow Card Reporting

Description Supports electronic reporting of suspected adverse drug reactions (ADRs).

Further information about the Standard

Learn more about the Electronic Yellow Card Reporting Standard

Standard name Email

Description Ensures that email services within solutions are securely configured.

Further information about the Standard

Learn more about the Email Standard

Standard name eMED3 (Fit Notes)

Description Supports the creation of eMED3 data, its integration into the Patient Record, printing MED3 fit note certificates and extraction of data to NHS Digital.

Further information about the Standard

Learn more about the eMED3 (Fit Notes) Standard

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Standard name e-Referrals Service (eRS)

Description The NHS e-Referral Service (NHS e-RS) combines electronic booking with a choice of place, date and time for first hospital or clinic Appointments.

Further information about the Standard

Learn more about the e-Referrals Service (eRS)

Standard name External Interface Specification (EIS)

Description This standard provides detail on how to connect to NHS Digital Spine Services.

Further information about the Standard

Learn more about the External Interface Specification (EIS) Standard

Standard name General Practice Appointments Data Reporting

Description Supports the collection and submission to NHS digital of Appointment data to support capacity planning and management.

Further information about the Standard

Learn more about the General Practice Appointments Data Reporting Standard

Standard name GP Connect

Description Supports sharing of data held within GP IT solutions across health and social care organisations.

Further information about the Standard

Learn more about the GP Connect Standard

Standard name GP2GP

Description Supports the electronic transfer of a Patient Record when a Patient moves from one Practice to another.

Further information about the Standard

Learn more about the GP2GP Standard

Standard name GPES Data Extraction

Description Supports secure collection of information from General Practices and its delivery to approved organisations.

Further information about the Standard

Learn more about the GPES Data Extraction Standard

Standard name IM1 - Interface Mechanism

Description Supports the implementation of interfaces between solutions.

Further information about the Standard

Learn more about the IM1 - Interface Mechanism Standard

Standard name Interoperability Toolkit (ITK)

Description Supports interoperability within and between solutions with common specifications, frameworks and implementation guides.

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Further information about the Standard

Learn more about the Interoperability Toolkit (ITK) Standard

Standard name Management Information (MI) Reporting

Description Supports the submission of aggregated counts of information regarding Citizen Services, appointments, prescriptions and documents to NHS Digital.

Further information about the Standard

Learn more about the Management Information (MI) Reporting

Standard name Messaging Exchange for Social Care and Health (MESH)

Description Supports the secure transfer of clinical and non-clinical data across health and social care.

Further information about the Standard

Learn more about the Messaging Exchange for Social Care and Health (MESH) Standard

Standard name NHAIS HA/GP Links

Description Supports the management of Patient registration and demographic information with National Health Application and Infrastructure Services.

Further information about the Standard

Learn more about the NHAIS HA/GP Links Standard

Standard name NHS Messaging Implementation Manual (MIM)

Description Supports the messaging standard intended for use on the Spine.

Further information about the Standard

Learn more about the NHS Messaging Implementation Manual (MIM) Standard

Standard name Patient Information Maintenance - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Patient Information Maintenance Capability.

Further information about the Standard

Learn more about the Patient Information Maintenance Standard

Standard name Personal Demographics Service (PDS)

Description Supports Solution integration with the Personal Demographics Service which stores Patient details.

Further information about the Standard

Learn more about the Personal Demographics Service (PDS) Standard

Standard name Prescribing - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Prescribing Capability.

Further information about the Standard

Learn more about the Prescribing Standard

Standard name Prescription Ordering - Citizen - Standard

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Description All supplier Solutions will need to meet this Standard if they are delivering the Prescription Ordering - Citizen Capability.

Further information about the Standard

Learn more about the Prescription Ordering - Citizen Standard

Standard name Primary Care Clinical Terminology Usage Report

Description Supports the collection and submission to NHS digital of information about usage of clinical coded terms.

Further information about the Standard

Learn more about the Primary Care Terminology Usage Report Standard

Standard name Recording Consultations - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Recording Consultations Capability.

Further information about the Standard

Learn more about the Recording Consultations Standard

Standard name Referral Management - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Referral Management Capability.

Further information about the Standard

Learn more about the Referral Management Standard

Standard name Reporting - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Reporting Capability.

Further information about the Standard

Learn more about the Reporting Standard

Standard name Resource Management - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Resource Management Capability.

Further information about the Standard

Learn more about the Resource Management Standard

Standard name Secure Electronic File Transfer (SEFT)

Description Supports secure data transfer to and from external organisations.

Further information about the Standard

Learn more about the Secure Electronic File Transfer (SEFT)

Standard name Spine Mini Services

Description Supports read-only access to national services made available through the Spine.

Further information about the Standard

Learn more about the Spine Mini Services Standard

Standard name Summary Care Record (SCR)

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Description Supports the management of Summary Care Record data and staff access to those data.

Further information about the Standard

Learn more about the Summary Care Record Standard

Standard name View Record - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the View Record Capability.

Further information about the Standard

Learn more about the View Record Standard

Overarching Standards

Sections Information

Standard name Business Continuity and Disaster Recovery

Description Ensures that suppliers Solutions are supported by robust business continuity plans and disaster recovery measures.

Further information about the Standard

Learn more about the Business Continuity and Disaster Recovery Standard

Standard name Clinical Safety

Description Supports the management of clinical risk and Patient safety.

Further information about the Standard

Learn more about the Clinical Safety Standard

Standard name Commercial Standard

Description This Standard underpins all commercial activity relating to the Catalogue. It does this by defining a number of rules governing the commercial relationship of relevant parties and by setting out standards of behaviour and principles of access to data and services charges.

Further information about the Standard

Learn more about the Commercial Standard

Standard name Data Migration

Description Supports the secure migration of Practice data between Solutions.

Further information about the Standard

Learn more about the Data Migration Standard

Standard name Data Standards

Description Defines detailed technical standards for the storage, management and organisation of data and specifies standardised reference data, terminology and codes.

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Further information about the Standard

Learn more about Data Standards

Standard name Hosting & Infrastructure

Description Supports best practices for infrastructure and hosting of systems. For example, ensuring that systems are cost effective, secure and energy efficient.

Further information about the Standard

Learn more about the Hosting & Infrastructure Standard

Standard name Information Governance

Description Supports the controls needed to ensure that sensitive Personal Data is kept confidential, is accurate and is available to authorised users when required.

Further information about the Standard

Learn more about the Information Governance Standard

Standard name Interoperability Standard

Description Defines a comprehensive set of standards, interfaces and protocols that Solutions and systems will use when interoperating.

Further information about the Standard

Learn more about the Interoperability Standard

Standard name Non-functional Questions

Description Enables NHS Digital to assess the risk associated with the Compliance Assessment of the Solution against appropriate Overarching Standards.

Further information about the Standard

Learn more about the Non-functional Questions Standard

Standard name Service Management

Description Supports suppliers in the delivery and management of services that support and provide their Solutions.

Further information about the Standard

Learn more about the Service Management Standard

Standard name Testing

Description Ensures that Suppliers' software delivery test processes are of sufficient quality and rigour.

Further information about the Standard

Learn more about the Testing Standard

Standard name Training

Description Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.

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Further information about the Standard

Learn more about the Training Standard

Work Off Plans

These are the Capabilities and/or Standards for this Catalogue Solution that are currently

subject to a Work-off Plan. You can follow the ‘more information’ links to learn more about

the work the Supplier is carrying out.

Type of Work-off Plan

Details More information

Capability Data Analytics for Integrated and Federated Care Capability has a Work-off Plan item for Epic C26E5 Acceptance Criteria 3. The proposed delivery date for this item is April 2020.

Find out more about this Epic and its Acceptance Criteria

Standard Citizen Access Standard has a Work-off Plan item for GP-SPFS-4.1-01A requirement. The proposed delivery date for this item is May 2020.

Find out more about this requirement

Standard Citizen Access Standard has a Work-off Plan item for GP-SPFS-4.1-02A requirement. The proposed delivery date for this item is May 2020.

Find out more about this requirement

Standard Citizen Access Standard has a Work- off Plan item for GP-SPFS-5.3-09. The proposed delivery date for this item is May 2020.

Find out more about this requirement

Standard Clinical Decision Support (Capability Specific) Standard has a Work- off Plan item for GP-DS-2.5-4. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Hosting & Infrastructure - ISO 20000 Standard has a Work-off Plan item for ES6.0 requirement. The proposed delivery date for this item is March 2021.

Find out more about this requirement

Standard Hosting & Infrastructure - ISO50001 has a Work-off Plan item for ES8.0 requirement. The proposed delivery date for this item is August 2021.

Find out more about this requirement

Standard Information Governance Standard has a Work-off Plan item for GP-IG-17-1 requirement. The proposed

Find out more about this requirement

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Type of Work-off Plan

Details More information

delivery date for this item is May 2020.

Standard Interface Mechanism Standard has a Work- off Plan item for im1_use_002 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Interface Mechanism Standard has a Work-off Plan item for im1_use_002 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Interface Mechanism Standard has a Work-off Plan item for im1_cap_019 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Prescribing Standard has a Work-off Plan item for GP-07.16-01 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Prescribing Standard has a Work-off Plan item for GP-07.16-02 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Prescribing Standard has a Work-off Plan item for GP-07.17-03 requirement. The proposed delivery date for this item is April 2020.

Find out more about this requirement

Standard Prescription Ordering - Citizen - (Capability Specific) Standard has a Work-off Plan item for GP-SPFS-5.2.2-05B requirement. The proposed delivery date for this item is May 2020.

Find out more about this requirement

Standard Prescription Ordering - Citizen - Standard has a Work-off Plan item for GP-SPFS-5.2.2-02A requirement. The proposed delivery date for this item is May 2020.

Find out more about this requirement

Standard Primary Care Clinical Terminology Usage Report (Capability Specific) Standard has a Work-off Plan item for GP-BI.2-08b requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

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Type of Work-off Plan

Details More information

Standard Primary Care Clinical Terminology Usage Report Standard has a Work-off Plan item for GP-BI.2-21 requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

Standard Primary Care Clinical Terminology Usage Report (Capability Specific) Standard has a Work-off Plan item for GP-BI.2-16 requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

Standard Primary Care Clinical Terminology Usage Report (Capability Specific) Standard has a Work-off Plan item for GP-BI.2-17 requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

Standard Primary Care Clinical Terminology Usage Report (Capability Specific) Standard has a Work-off Plan item for GP-BI.2-23 requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

Standard Service Management Standard has a Work-off Plan item for SMO-3.0 requirement. The proposed delivery date for this item is June 2020.

Find out more about this requirement

SystmOne GP Associated Services

These are optional services associated with the implementation or optimisation of the

Solution.

Sections Information

Associated services name

SystmOne GP Deployment (Data Migration, Full Training)

Description The SystmOne GP Deployment - Full Training needs to be purchased for any practice migrating onto SystmOne without any training support from another organisation (e.g. their CCG).

This service includes:

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- Dedicated migration services to enable the secure transfer of data from a single Source Solution to SystmOne GP.

- A comprehensive SystmOne GP End User Training course led by TPP Product Specialists, including pre and post Go-Live support.

- Training schedule: 5 Full Training Days to prepare for the deployment, 2 Full Training Days for technical and business Go-Live and 3 Full Training Days for post Go-Live support. This totals 10 Full Training Days.

By purchasing this service, a practice will ensure their data is successfully migrated from the incumbent system and all practice staff are fully trained on SystmOne.

Order guidance Every practice migrating onto SystmOne will need to purchase either the SystmOne GP Deployment with Full Training or the SystmOne GP Deployment with Go Live Support. Maximum number required regardless of practice size is one.

• Flat List price

Price Unit of price

£4,826.88 Per migration

Definition of unit:

Per GP practice migration.

Sections Information

Associated services name

SystmOne GP Deployment (Data Migration, Go-Live Support)

Description The SystmOne GP Deployment - Go-Live Support will be purchased by any practice migrating onto SystmOne where they have training support from another organisation (e.g. from their CCG). This includes: - Dedicated migration services to enable the secure transfer of data from a single Source Solution to SystmOne GP. - Go-Live Support: 2 Full Training Days to cover Technical and Business Go-Live. Data migration with Go-Live support only is appropriate where CCGs have their own SystmOne-accredited training team to provide training to end users

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By purchasing this service, a practice will ensure their data is migrated from the incumbent system with support from TPP during the Go Live.

Order guidance Every practice migrating onto SystmOne will need to purchase either the SystmOne GP Deployment with Full Training or the SystmOne GP Deployment with Go Live Support. Maximum number required regardless of practice size is one.

Price:

• Flat List price

Price Unit of price

£2,927.93 Per migration

Definition of unit:

Per GP practice migration.

Section Information

Associated services name

Training Environment

Description This Associated Service is purchased by buyers for training and testing purposes. The training environment is a near-replica of the live SystmOne environment and is updated in line with updates to the live system. It can be accessed by multiple users simultaneously. Configuration of the environment and the creation of test data to be done by the Call Off Ordering Party. Additional Services can be enabled, on request, at the Training Environment purchased for the applicable Solution, with the exception of Mobile Working which requires a different (separate) training environment.

Order guidance Dependent on business need and contracting organisations' approach to training. For example, a CCG with a central training team may purchase one training unit for demonstrating functionality to different practices, or each GP practice may wish to have their own training environment.

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Price:

• Flat List price

Price Unit of price

£953.03 Per training environment

Definition of unit:

Per training environment

Sections Information

Associated services name

Full Training Day

Description One day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A full day is 10am-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

Price:

• Flat List price

Price Unit of price

£637.74 Per day

Definition of unit:

Per day of training.

Sections Information

Associated services name

Half Training Day

Description One half-day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow.

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A half-day is 10am-1pm or 1pm-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of functionality. There are no minimum or maximum units of order.

Price:

• Flat List price

Price Unit of price

£637.74 Per half-day

Definition of unit:

Per half-day of training.

Sections Information

Associated services name

SystmOne GP 'Train the Trainer' Course

Description A 10-day onsite course providing full, in-depth training on the SystmOne GP module, led by a TPP Product Specialist. This service may be purchased by CCGs who wish to create their own SystmOne training team to support the practices in their area. Training can also be tailored to meet specific needs. This service provides full SystmOne GP training for up to 8 attendees. Each day is typically 10am-4pm.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. Each course can accommodate up to 8 attendees; additional course(s) would need to be purchased if the number of attendees exceeds this. There are no minimum or maximum units of order.

Price:

• Flat List price

Price Unit of price

£6,377.44 Per course

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Definition of unit:

Per course - flat rate each time incurred.

Section Information

Associated services name

Practice Merge

Description This service merges a single SystmOne GP unit into another. This service will be required by organisations who previously operated independently but are planning to merge their services, and so need to share a single instance of their software solution. Purchasing will allow two practices will combine the elements of both units (including patient lists, staff members, caseloads, etc.) into a single SystmOne unit.

Order guidance Dependent on business need. This Associated Service (and corresponding fee) is for two practices merging into one, regardless of practice size. If more than two practices are merging, an additional Practice Merge will need to be purchased for each additional practice.

Price:

• Flat List price

Price Unit of price

£2,089.16 Per unit merge

Definition of unit:

Per unit merge - flat rate each time incurred.

Section Information

Associated services name

Practice Split

Description This service splits a single SystmOne GP unit into two units. This service will be required by organisations who previously operated as one practice and are splitting into separate organisations. A Practice Split will allow an organisation currently working as a single entity to separate business elements between two individual SystmOne units. Patient records will be split between the two units.

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Order guidance Dependent on business need. This Associated Service (and corresponding fee) is for one GP practice splitting into two, regardless of practice size. If the practice is splitting into more than two new entities, an additional Practice Split will need to be purchased for each additional new practice.

Price:

• Flat List price

Price Unit of price

£2,089.16 Per unit split

Definition of unit:

Per unit split - flat rate each time incurred

Section Information

Associated services name

Provision of Legacy Data

Description This service can be purchased where an organisation wants to transfer deducted patient data and/or audit data to a secured portable USB device at the point of a migration to SystmOne GP. This service is to ensure, where necessary, the provision of deducted patient records taken from the incoming practice's legacy system, which are not migrated onto SystmOne GP. These records are not migrated as the patients are no longer receiving care at that practice. The USB can also be requested for audit purposes. Practices will be provided with a USB holding the data.

Order guidance Dependent on business need. Maximum purchase required is typically one USB per practice. The practice size does not affect the number of USBs required.

Price:

• Flat List price

Price Unit of price

£1,415.13 Per data extraction

Definition of unit:

Per data extraction - flat rate each time incurred

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Section Information

Associated services name

Data Extraction Service

Description Provision of a data extract containing patient and clinical activity data for a GP Practice that is decommissioning or has decommissioned the use of SystmOne, (i.e. leaving/left SystmOne). This service enables an organisation to provide data to their new supplier to be migrated onto that system. This service is required when an organisation decommissions SystmOne and requires an additional data extract(s) beyond the initial data extract provided at no charge as part of the standard migration process. For example, if e.g. the Go Live date to move to a new system changes after the initial extract has been produced, requiring a new extract.

Order guidance Dependent on business need - additional extracts (i.e. this Associated Service) are rarely required. Each practice leaving SystmOne will receive one data extract as part of the standard leaving process at no charge. This Associated Service (and corresponding fee) covers an additional data extraction for one GP practice, regardless of practice size.

Price:

• Flat List price

Price Unit of price

£1,979.21 Per extract

Definition of unit:

Per extract.

Section Information

Associated services name

Super User Course (5 Full Training Days)

Description Five day course delivered onsite, providing in-depth training, allowing attendees to specialise in a wide range of SystmOne functionality. This service should be purchased by organisations wanting to enhance the training provided with the deployment of the Solution or Service. Super User Training ensures that users have the expertise to optimise the use of the Solution or Service across their organisation. Training can be tailored to suit a wide range of needs. Suitable for up to 8 attendees.

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A full day is 10am-4pm on site.

Order guidance Dependent on business need. Purchase of training course is at the organisations discretion, it is not mandatory. There is no maximum number of courses purchased. Each course can accommodate up to 8 attendees; additional course(s) would need to be purchased if the number of attendees exceeds this.

Price:

• Flat List price

Price Unit of price

£3,188.72 Per course

Definition of unit:

Per Course

SystmOne GP Additional Services

These are optional add-ons you can purchase in addition to the main Catalogue Solution.

They come with an additional cost and have their own Capabilities, Standards and

Associated Services.

SystmOne Enhanced

SystmOne Enhanced is a comprehensive package of advanced features that improve the

efficiency and workflow of practices. The tools offer additional administrative and clinical

support to promote higher standards of care and improve data quality. The following areas of

functionality are included: Document Management and Scanning: Document processing is

quick and easy, reducing administrative burden and saving valuable time. Document

workflow tools, including ability to set staff direction rules dependent on letter type, ensure

that documents are assigned to a document owner for review and annotation before being

seamlessly filed to the patient records. This ensures the document is available when

required by either the practice or other organisations, where the record is shared Access to

sophisticated automated tools, such as OCR (including patient matching and clinical code

recommendation), improves data quality. Clinical Decision Support: Standardises workflows

and support staff to improve patient care. SystmOne Enhanced offers Protocols that can be

created locally and shared between organisations to structure workflow and support

decision-making. They can be used to create complex pathways with multiple outcomes or

remind staff to complete a particular course of action. Protocols allow personalised alerting

to drive clinical safety and efficiency. Workflow and Tasks: Transforms the way that

practices, federations and primary care networks communicate and organise their work.

eWorkflows allow users to set up templates to automate flow of work across the

organisation, maximising productivity. Tasks can be linked directly to patient records, initiate

specific clinical or administrative action and be used as a communication method both

internally and externally. Cross-Organisation Management: Enables multiple organisations to

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work together to improve efficiency and standardise working practices. It includes cross-

organisation appointment booking, workflow management and eRostering. This ensures

optimisation of workflows across federations and primary care networks. e-Consults: Offers

health and care professionals the opportunity to work differently. The tools within the system

allow clinicians in different care settings to seek and provide advice and information relating

to the care of the patient without the need for a full referral. Full record access allows a more

complete assessment of care received, enhancing the current advice and guidance

approaches.

SystmOne Enhanced List Price

The base pound value of the Additional Service is displayed in varied units of pricing. The

price of the Additional Service can offered as either or all of Flat List price(s), Tiered List

price(s) and Bundle List price(s).

• Flat List Price

Price Unit of price

£0.38 Per patient

Definition of unit:

Per patient

Capabilities Met by the Additional Service

Sections Information

Capability name Dispensing

Description Provides practices with the ability to safely dispense medication using stock management and re-ordering tools including the ability to partially dispense and print labels. Medicines Verification allows dispensing practices to validate against the Falsified Medicines Directive database.

Further information about the Capability

Learn more about the Dispensing Capability

Must Epics C42E1 - manage Stock in a Dispensary

C42E2 - manage Stock Orders

C42E3 - manage Dispensing tasks for a Dispensary

C42E4 - Dispense Medication

C42E5 - manage Dispensaries

C42E6 - manage Endorsements C42E7 - manage Supplier Accounts

C42E8 - view Stock reports

Must Epics that have not been met

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May Epics

May Epics that have not been met

Sections Information

Capability name Medicines Verification

Description Supports compliance with the Falsified Medicines Directive and minimise the risk that falsified medicinal products are supplied to the public.

Further information about the Capability

Learn more about the Medicines Verification Capability

Must Epics C40E1 - verify Medicinal Product Unique Identifiers C40E2 - decommission Medicinal Products

Must Epics that have not been met

May Epics C40E3- record the integrity of Anti-tampering Devices

May Epics that have not been met

C40E3- record the integrity of Anti-tampering Devices

Sections Information

Capability name Social Prescribing

Description Social prescribing focuses on a Patient/Service User's needs in a holistic way, and helps to address the social, practical and emotional needs of Patients that can't (wholly) be addressed medically such as social isolation, reduced mobility, mental health issues or some long-term conditions. Social prescribing provides the ability for Health and Care Professionals to refer a Patient/Service User - or for the Patient/Service User to self-refer - to one or more non-clinical interventions or services. This encompasses a wide variety of services such as activity groups (e.g. walking clubs), peer support groups, volunteer support, or information and guidance services, typically provided by Third Sector Organisations. Models vary but in many cases, there is a Link Worker (also known as a Support Broker, Community Navigator or Champion) based in the Practice, Healthcare Organisation or in a Connector Scheme who works with Patients/Service Users to assess their needs and identify relevant services. The Social Prescribing Capability is about the provision of integrated systems or Solutions that allow referral (the

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aspiration is electronically) of Patients/Service Users to Providers of appropriate and relevant interventions or services. The Capability allows national and local directories of services to be accessed and allows providers offering such services within a locality to make these available via the Capability. The Patient/Service User or Health or Care Professional then chooses from the directory of locally available services and generates a referral. Subject to appropriate consent, a Patient/Service User's details can be passed to the Organisation delivering the service and data relating to social prescribing referrals can then be maintained as part of the Patient/Service User's clinical record (the aspiration is through integrated systems).

Further information about the Capability

Learn more about the Social Prescribing Capability

Must Epics C37E1 - assess wellness or well-being of the Patient or Service User C37E2 - search the directory C37E3 - refer Patient/Service User to service(s) C37E4 - maintain referral record C37E5 - link to national or local directory of services C37E6 - maintain directory of services C37E7 - maintain service criteria

Must Epics that have not been met

May Epics C37E8 - refer Patient/Service User to Link Worker C37E9 - capture Patient/Service User consent C37E10 - Patient self-referral C37E11 - integrate Social Prescribing Referral Record with Clinical Record C37E12 - receive notification of an Appointment C37E13 - remind Patients/Service Users of Appointments C37E14 - provide service feedback C37E15 - view service feedback C37E16 - Obtain Management Information (MI) on Social Prescribing

May Epics that have not been met

C37E8 - refer Patient/Service User to Link Worker C37E9 - capture Patient/Service User consent C37E10 - Patient self-referral C37E11 - integrate Social Prescribing Referral Record with Clinical Record C37E12 - receive notification of an Appointment C37E13 - remind Patients/Service Users of Appointments C37E14 - provide service feedback C37E15 - view service feedback C37E16 - Obtain Management Information (MI) on Social Prescribing

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Sections Information

Capability name Domiciliary Care

Description A Domiciliary Care Capability enables Service Providers to effectively plan and manage Domiciliary Care services offered to Service Users. The Capability will allow for Domiciliary Care schedules to be produced that meet the needs of Service Users, efficiently roster staff and that allow Care Workers to manage their Appointments with Service Users. The Domiciliary Care Capability may also allow Service Users and nominated individuals to view their Domiciliary Care schedule, allow remote access to Domiciliary Care schedules for Care Workers and for Domiciliary Care Organisations run reports on their Domiciliary Care data.

Further information about the Capability

Learn more about the Domiciliary Care Capability

Must Epics C27E1 - maintain Domiciliary Care schedules C27E2 - share Domiciliary Care schedules C27E3 - manage Appointments

Must Epics that have not been met

C27E1 - maintain Domiciliary Care schedules

May Epics C27E4 - Service User manages their schedule for Domiciliary Care C27E5 - manage Care Plans for Service Users C27E6 - remote access to Domiciliary Care schedule C27E7 - receive notifications relating to Service User C27E8 - reports C27E9 - nominated individuals to view Domiciliary Care schedule

May Epics that have not been met

C27E9 - nominated individuals to view Domiciliary Care schedule

Sections Information

Capability name Cross-organisation Workforce Management

Description Cross-Organisation Workforce Management Capability involves planning the assignment and deployment of a Health and Care workforce across a collection of Organisations and sites providing a range of services to a community in order to best meet the health and care needs of the population. This may involve Health and Care Professionals operating from locations outside of their 'home' Organisation or location (e.g. in other Organisations premises) which requires co-ordination of the various resources (people, equipment, 'rooms', etc). The Cross-Organisation Workforce Management Capability will allow schedules to be created that assign the correct staff, locality and equipment to services and for these schedules to be shared with staff.

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Management information reporting may also be provided within the Capability to enable monitoring.

Further information about the Capability

Learn more about the Cross-organisation Workforce Management Capability

Must Epics C25E1 - maintain service schedule C25E2 - share service schedule

Must Epics that have not been met

May Epics C25E3 - workforce management reporting

May Epics that have not been met

C25E3 - workforce management reporting

Sections Information

Capability name Cross-organisation Workflow Tools

Description A Cross-Organisation workflow can be defined as a series of tasks undertaken across different organisations by Health and Care Professionals in support of a particular clinical or business process. The Cross-organisation Workflow Tools capability supports such workflows and enables organisations to efficiently manage events throughout the various stages of a process through the automation of standard, repeatable processes. The Cross-Organisation Workflow Tools Capability reduces the communication burden between Organisations and facilitates better coordination of Patient/Service User care across the health and social care system. It allows tasks in the process to be assigned to the correct Health or Care Professional or other Staff Member (the 'participant') and ensures the participant can perform assigned tasks quickly and efficiently by making relevant information about the Patient/Service User and their care available. This could include artefacts such as a shared assessment or care plan. The Cross-Organisation Workflow Tools Capability provides health and care organisations with the tools that allow them to effectively manage their work across multi-disciplinary and multi-organisational teams. Progress can be tracked, increasing simplicity and allowing issues to be quickly identified and addressed. Examples of Cross-Organisation workflows include: An assessment by one or more people in different organisations which may trigger a subsequent referral of a patient to external services The delivery of a Shared Care Plan across a range of service provider teams The assessment of arrangements to support the transfer of a patient (e.g. discharge from hospital to home)

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The review of a document (e.g. Care Plan) by all appropriate staff/organisations involved

Further information about the Capability

Learn more about the Cross-Organisation Workflow Tools Capability

Must Epics C24E1 - use Workflow to run a Cross-organisational Process C24E2 - maintain cross-organisational workflows

Must Epics that have not been met

May Epics C24E3 - maintain cross-organisational workflow templates C24E4 - share workflow templates C24E5 - manage automated notifications and reminders C24E6 - manage ad-hoc notifications C24E7 - Report on Cross-organisational Workflows

May Epics that have not been met

C24E3 - maintain cross-organisational workflow templates C24E4 - share workflow templates C24E5 - manage automated notifications and reminders C24E6 - manage ad-hoc notifications C24E7 - Report on Cross-organisational Workflowsuctured

Sections Information

Capability name Cross-organisation Appointment Booking

Description Cross-Organisation Appointment Booking supports Health and Care Professionals and others to make Appointments for Patients/Service Users across traditional Organisation boundaries. For example, Service Providers working across Integrated and Federated Care, Super Partnerships and Health and Care Professionals within multi-disciplinary teams. This collaborative approach to offering Appointments creates efficiencies in resourcing, and by giving Patients/Service Users a greater variety of Appointments, creates a better experience for the Patient/Service User. The Capability allows the user to book Appointments across Organisations from a single system rather than logging into multiple systems, improving efficiency and reducing the need for multiple log-ons. The Capability will be able to support diaries across multiple Organisations, which may follow different naming/formatting conventions. Examples of the use of Cross-Organisation Appointment Booking include: A group of Practices providing extended hours Appointments by making Appointments available to Patients/Service Users from other practices within the group Shared Appointment management across a group of organisations to allow Patients/Service Users to be triaged to the most appropriate service to meet the Patient/Service User's need Making specified Appointment slots available to external organisations such as an NHS 111 service so the service can

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book an Appointment on behalf of the Patient /Service User with their GP Practice

Further information about the Capability

Learn more about the Cross-Organisation Appointment Booking Capability

Must Epics C23E1 - make Appointments available to external organisations C23E2 - search externally bookable Appointment slots C23E3 - book externally bookable Appointment slots C23E4 - maintain Appointments

Must Epics that have not been met

May Epics C23E5 - notifications C23E6 - manage Appointment Requests C23E7 - booking approval C23E8 - report on usage of Cross-Organisation Appointments C23E9 - manage Cross-Organisation Appointment Booking templates

May Epics that have not been met

C23E5 - notifications C23E6 - manage Appointment Requests C23E7 - booking approval C23E8 - report on usage of Cross-Organisation Appointments C23E9 - manage Cross-Organisation Appointment Booking templates

Sections Information

Capability name Caseload Management

Description The Caseload Management Capability supports the allocation of appropriate Health and Care Professionals to Patients/Service Users who are in need of healthcare or support. It ensures that Health and Care Professionals are assigned a manageable number of 'cases' (Patients/Service Users and their healthcare or support needs) and that Patient/Service Users receive care from a Professional with the correct skills and equipment, ensuring efficient use of resources. The Capability applies a number of factors (e.g. case urgency, Patient/Service User location, technology support requirements, skill requirements) in generating caseloads (the 'active' cases allocated over a period of time across the team of Health and Care Professionals) and contact schedules (the timetable of contacts with Patients/Service Users for an individual Health or Care Professional): this allows work to be effectively planned and managed and changes (e.g. new demand) to be responded to. By enabling case records to be maintained, the Capability ensures that the right information is available to support the process and that a complete record of care is created.

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Although the Capability is not about maintaining a clinical or care record for the Patient/Service User, it may allow integration with other health and care Solutions, allowing information to be shared and a more complete picture of the Patient/Service User's health and care to be maintained. It may also support delivery of service improvements through reporting and analysis and the use of care pathways and packages.

Further information about the Capability

Learn more about the Caseload Management Capability

Must Epics C22E1 - manage Cases C22E2 - maintain Caseloads C22E3 - generate and manage contact schedules C22E4 - update Case details

Must Epics that have not been met

May Epics C22E5 - review and comment on Caseload C22E6 - review and comment on contact schedule C22E7 - view and update Patient/Service User's Health or Care Record C22E8 - reporting C22E9 - Care Pathway templates

May Epics that have not been met

C22E5 - review and comment on Caseload C22E6 - review and comment on contact schedule C22E7 - view and update Patient/Service User's Health or Care Record C22E8 - reporting C22E9 - Care Pathway templates

Sections Information

Capability name e-Consultations (Professional to Professional)

Description The e-Consultations (Professional to Professional) Capability allows Health and Care Professionals to request and receive support from other Health and Care Professionals. This support could relate to the care of a Patient/Service User (e.g. supporting the management of complex conditions or where symptoms do not indicate a clear course of action), the Health or Care Professional's personal development (e.g. mentoring or post-training support) or other issues. e-Consultations (Professional to Professional) provides more efficient communication and allows Professionals working in different health and care settings to obtain timely, specialist support. The Capability may allow the sharing of relevant documents, images or records, improving the quality of support available. It may also support remote consultations between Health and Care Professionals, including video and online consultations, reducing the need for travel and facilitating communication across multi-disciplinary teams.

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The e-Consultations (Professional to Professional) Capability can support a variety of processes within Integrated and Federated care settings such as: Obtaining clinical advice or guidance from other Health and Care Professionals including referrals Patient/Service User conferences e.g. Health and Care Professionals from primary, secondary and social care services discussing the needs of a Patient/Service User who is due to be discharged from hospital Multi-disciplinary team conferences Personal development of staff through mentoring, coaching and training Supervision of staff

Further information about the Capability

Learn more about the e-Consultations (Professional to Professional) Capability

Must Epics C29E1 - Health or Care Professional requests support C29E2 - respond to request for support from another Health or Care Professional

Must Epics that have not been met

May Epics C29E3 - link additional information to a request for support C29E4 - Live Consultation: Health and Care Professionals C29E5 - link Consultation to Patient/Service User's Record C29E6 - reports

May Epics that have not been met

C29E3 - link additional information to a request for support C29E4 - Live Consultation: Health and Care Professionals C29E5 - link Consultation to Patient/Service User's Record C29E6 - reports

Sections Information

Capability name e-Consultations (Patient/Service User to Professional)

Description The e-Consultations (Patient/Service User to Professional) Capability allows Patients/Service Users to request and receive support relating to their healthcare concerns. They can make requests to the relevant Healthcare Organisation, at a time convenient to them, for support in relation to their healthcare conditions. Provision of information by the Patient/Service User allows the Health or Care Professional dealing with the request to triage requests effectively and make informed decisions about how best to respond - the response could be information or advice, an offer of a consultation, provision of a repeat prescription, test results, or a referral to other services. This may be enhanced by the ability to link the request, and the response, to the Patient/Service User's record The Capability may provide the Patient/Service User with instant self-help advice or sign-post them to relevant services, including emergency services. It may also offer

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Health and Care Professionals facilities to conduct online or video consultations with individuals or groups of Patients/Service Users, reducing the need to travel and the demand on surgery or clinic settings. It also supports the remote delivery of a range of clinical scenarios, including: Clinical consultation Medication review Direct care advice (from a Health or Care Professional)

Further information about the Capability

Learn more about the e-Consultations (Patient/Service User to Professional) Capability

Must Epics C28E1 - Patient/Service User requests support C28E2 - respond to request for support from Patient/Service User

Must Epics that have not been met

May Epics C28E3 - Patient/Service User makes administrative request C28E4 - link requests and responses to Patient/Service User Record C28E5 - self-help and signposting C28E6 - Live Consultation: Patient/Service User and Health and Care Professionals C28E7 - group e-Consultations C28E8 - reports

May Epics that have not been met

C28E3 - Patient/Service User makes administrative request C28E4 - link requests and responses to Patient/Service User Record C28E5 - self-help and signposting C28E6 - Live Consultation: Patient/Service User and Health and Care Professionals C28E7 - group e-Consultations C28E8 - reports

Sections Information

Capability name Digital Diagnostics

Description Supports electronic requesting with other healthcare organisations. Test results can be received, reviewed and stored against the Patient Record.

Further information about the Capability

Learn more about the Digital Diagnostics Capability

Must Epics C8E1 - manage Requests for Investigations C8E2 - view Requests for Investigations reports

Must Epics that have not been met

May Epics C8E3 - create a Request for Investigation for multiple Patients C8E4 - receive external Request for Investigation information

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May Epics that have not been met

C8E3 - create a Request for Investigation for multiple Patients C8E4 - receive external Request for Investigation information

Capability name Clinical Decision Support

Description Supports clinical decision-making to improve Patient safety at the point of care.

Further information about the Capability

Learn more about the Clinical Decision Support Capability

Must Epics C6E1 - access to Clinical Decision Support C6E2 - local configuration for Clinical Decision Support triggering C6E3 - view Clinical Decision Support reports

Must Epics that have not been met

C6E3 - view Clinical Decision Support reports

May Epics C6E4 - configuration for custom Clinical Decision Support

May Epics that have not been met

Section Information

Capability name Workflow

Description Supports manual and automated management of work in the Practice. Also supports effective planning, tracking, monitoring and reporting.

Further information about the Capability

Learn more about the Workflow Capability

Must Epics C20E1 - manage Task templates C20E2 - manage Workflow templates C20E3 - configure Task rules C20E4 - configure Workflow rules C20E5 - manage Tasks C20E6 - manage Workflows C20E7 - manage Task List configurations C20E8 - manage Workflows List configurations C20E9 - view Task reports C20E10 - view Workflow reports C20E11 - access Patient Record

Must Epics that have not been met

May Epics C20E12 - share Task List configuration C20E13 - share Workflow List configuration

May Epics that have not been met

C20E12 - share Task List configuration C20E13 - share Workflow List configuration

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Capability name Unstructured Data Extraction

Description Enables automated and manual interpretation and extraction of structured data from paper documents and unstructured electronic documents to support their classification and matching with Patient Records.

Further information about the Capability

Learn more about the Unstructured Data Extraction Capability

Must Epics C19E1 - document classification C19E2 - manage Document Classification rules C19E3 - document and Patient matching

Must Epics that have not been met

May Epics

May Epics that have not been met

Section Information

Capability name Scanning

Description Support the conversion of paper documentation into digital format preserving the document quality and structure.

Further information about the Capability

Learn more about the Scanning Capability

Must Epics C17E1 - scan documents

Must Epics that have not been met

May Epics C17E2 - image enhancement

May Epics that have not been met

C17E2 - image enhancement

Section Information

Capability name Document Management

Description Supports the secure management and classification of all forms unstructured electronic documents including those created by scanning paper documents. Also enables processing of documents and matching documents with Patients.

Further information about the Capability

Learn more about the Document Management Capability

Must Epics C9E1 - manage document classifications C9E2 - manage document properties C9E3 - manage document attributes

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C9E4 - manage document coded entries C9E5 - document workflows C9E6 - manage document annotation C9E7 - search for documents C9E8 - search document content C9E9 - document and Patient matching C9E10 - visually compare multiple documents C9E11 - view any version of a document C9E12 - print documents C9E13 - export documents to new formats C9E14 - document reports C9E15 - receipt of electronic documents C9E16 - access Patient Record

Must Epics that have not been met

May Epics C9E17 - search for documents using document content

May Epics that have not been met

C9E17 - search for documents using document content

Associated Standards met by the Additional Service

Section Information

Standard name Clinical Decision Support - Standard

Description Supports clinical decision-making to improve Patient safety at the point of care.

Further information about the Standard

Learn more about the Clinical Decision Support Standard

Standard name Common Reporting

Description Supports the reporting needs that are common to General Practices and includes searchable report templates.

Further information about the Standard

Learn more about the Common Reporting Standard

Standard name Digital Diagnostics & Pathology Messaging

Description Supports the transmission and validation of results data to GP systems where a test request has been placed with a laboratory.

Further information about the Standard

Learn more about the Digital Diagnostics & Pathology Messaging Standard

Standard name Digital Diagnostics - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Digital Diagnostics Capability.

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Further information about the Standard

Learn more about the Digital Diagnostics Standard

Standard name Document Management - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Document Management Capability.

Further information about the Standard

Learn more about the Document Management Standard

Standard name GP Connect

Description Supports sharing of data held within GP IT solutions across health and social care organisations.

Further information about the Standard

Learn more about the GP Connect Standard

Standard name Management Information (MI) Reporting

Description Supports the submission of aggregated counts of information regarding Citizen Services, appointments, prescriptions and documents to NHS Digital.

Further information about the Standard

Learn more about the Management Information (MI) Reporting Standard

Standard name Messaging Exchange for Social Care and Health (MESH)

Description Supports the secure transfer of clinical and non-clinical data across health and social care.

Further information about the Standard

Learn more about the Messaging Exchange for Social Care and Health (MESH) Standard

Standard name National Medicines Verification System

Description Enables clients to verify the status of medicines and decommission medicines from the supply chain via single or bulk operations and supports synchronous and asynchronous connection modes.

Further information about the Standard

Learn more about the National Medicines Verification System Standard

Standard name Personal Demographics Service (PDS)

Description Supports Solution integration with the Personal Demographics Service which stores Patient details.

Further information about the Standard

Learn more about the Personal Demographics Service (PDS) Standard

Standard name Spine Mini Services

Description Supports read-only access to national services made available through the Spine.

Further information about the Standard

Learn more about the Spine Mini Services Standard

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Standard name Screening Messaging

Description Supports validation and transfer of screening result data to solutions.

Further information about the Standard

Learn more about the Screening Messaging Standard

Standard name Unstructured Data Extraction - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Unstructured Data Extraction Capability.

Further information about the Standard

Learn more about the Unstructured Data Extraction Standard

Standard name Workflow - Standard

Description All supplier Solutions will need to meet this Standard if they are delivering the Workflow Capability.

Further information about the Standard

Learn more about the Workflow Standard

Overarching Standards met by the Additional Service

Section Information

Standard name Business Continuity and Disaster Recovery

Description Ensures that suppliers Solutions are supported by robust business continuity plans and disaster recovery measures.

Further information about the Standard

Learn more about the Business Continuity and Disaster Recovery Standard

Standard name Clinical Safety

Description Supports the management of clinical risk and Patient safety.

Further information about the Standard

Learn more about the Clinical Safety Standard

Standard name Commercial Standard

Description This Standard underpins all commercial activity relating to the Catalogue. It does this by defining a number of rules governing the commercial relationship of relevant parties and by setting out standards of behaviour and principles of access to data and services charges.

Further information about the Standard

Learn more about the Commercial Standard

Standard name Data Migration

Description Supports the secure migration of Practice data between Solutions.

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Further information about the Standard

Learn more about the Data Migration Standard

Standard name Data Standards

Description Defines detailed technical standards for the storage, management and organisation of data and specifies standardised reference data, terminology and codes.

Further information about the Standard

Learn more about Data Standards

Standard name Hosting & Infrastructure

Description Supports best practices for infrastructure and hosting of systems. For example, ensuring that systems are cost effective, secure and energy efficient.

Further information about the Standard

Learn more about the Hosting & Infrastructure Standard

Standard name Information Governance

Description Supports the controls needed to ensure that sensitive Personal Data is kept confidential, is accurate and is available to authorised users when required.

Further information about the Standard

Learn more about the Information Governance Standard

Standard name Interoperability Standard

Description Defines a comprehensive set of standards, interfaces and protocols that Solutions and systems will use when interoperating.

Further information about the Standard

Learn more about the Interoperability Standard

Standard name Non-functional Questions

Description Enables NHS Digital to assess the risk associated with the Compliance Assessment of the Solution against appropriate Overarching Standards.

Further information about the Standard

Learn more about the Non-Functional Questions Standard

Standard name Service Management

Description Supports suppliers in the delivery and management of services that support and provide their Solutions.

Further information about the Standard

Learn more about the Service Management Standard

Standard name Testing

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Description Ensures that Suppliers' software delivery test processes are of sufficient quality and rigour.

Further information about the Standard

Learn more about the Testing Standard

Standard name Training

Description Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.

Further information about the Standard

Learn more about the Training Standard

Associated Services of the Additional Service

Associated services name

Full Training Day

Description One day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A full day is 10am-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

• Flat List Price

Price Unit of price

£637.74 Per day

Definition of unit:

Per day of training.

Section Information

Associated services name

Half Training Day

Description One half-day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow.

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A half-day is 10am-1pm or 1pm-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

• Flat List Price

Price Unit of price

£637.74 Per half day

Definition of unit:

Per half-day of training.

Section Information

Associated services name

Training Environment

Description This Associated Service is purchased by buyers for training and testing purposes. The training environment is a near-replica of the live SystmOne environment and is updated in line with updates to the live system. It can be accessed by multiple users simultaneously. Configuration of the environment and the creation of test data to be done by the Call Off Ordering Party. Additional Services can be enabled, on request, at the Training Environment purchased for the applicable Solution, with the exception of Mobile Working which requires a different (separate) training environment.

Order guidance Dependent on business need and contracting organisations' approach to training. For example, a CCG with a central training team may purchase one training unit for demonstrating functionality to different practices, or each GP practice may wish to have their own training environment.

• Flat List Price

Price Unit of price

£953.03 Per training environment

Definition of unit:

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Per training environment

Section Information

Associated services name

SystmOne GP 'Train the Trainer' Course

Description A 10-day onsite course providing full, in-depth training on the SystmOne GP module, led by a TPP Product Specialist. This service may be purchased by CCGs who wish to create their own SystmOne training team to support the practices in their area. Training can also be tailored to meet specific needs. This service provides full SystmOne GP training for up to 8 attendees. Each day is typically 10am-4pm.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. Each course can accommodate up to 8 attendees; additional course(s) would need to be purchased if the number of attendees exceeds this. There are no minimum or maximum units of order.

• Flat List Price

Price Unit of price

£6,377.44 Per course

Definition of unit:

Per course - flat rate each time incurred.

Section Information

Associated services name

Super User Course (5 Full Training Days)

Description Five day course delivered onsite, providing in-depth training, allowing attendees to specialise in a wide range of SystmOne functionality. This service should be purchased by organisations wanting to enhance the training provided with the deployment of the Solution or Service. Super User Training ensures that users have the expertise to optimise the use of the Solution or Service across their organisation. Training can be tailored to suit a wide range of needs. Suitable for up to 8 attendees. A full day is 10am-4pm on site.

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Order guidance Dependent on business need. Purchase of training course is at the organisations discretion, it is not mandatory. There is no maximum number of courses purchased. Each course can accommodate up to 8 attendees; additional course(s) would need to be purchased if the number of attendees exceeds this.

• Flat List Price

Price Unit of price

£3,188.72 Per course

Definition of unit:

Per Course

SystmOne Mobile Working

SystmOne Mobile Working provides clinicians with access to the information they need when

they need it by supporting online and offline working. Secure communication via the internet

enables use offsite (for example, at a patient's home). This provides staff with access to

patient records at the point of care and the ability to record data directly into the patient

record, avoiding unnecessary work on return to the GP practice. Staff can also book, cancel

and reschedule their visits, as well as send and receive tasks to/from other staff. Within the

patient record, the principal functionality of SystmOne is available, including access to

coding browsers, templates, questionnaires and care plans. SystmOne Mobile Working can

be used on a laptop or tablet, offering a touch screen-friendly way to access SystmOne. The

Mobile Working solution continues to allow staff to perform key functions and access the

patient record while offline, automatically syncing data when connectivity is restored

SystmOne Mobile Working List Price

The base pound value of the Additional Service is displayed in varied units of pricing. The

price of the Additional Service can offered as either or all of Flat List price(s), Tiered List

price(s) and Bundle List price(s).

• Flat List Price

Price Unit of price

£822 Per unit

Definition of unit:

Per unit

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Capabilities Met by the Additional Service

Section Information

Productivity name SystmOne Mobile Working

Description Users can access their SystmOne unit and its data via a mobile client available on devices such as tablets. This can be used both online and offline, e.g. in the community where an internet connection may not always be available.

Epic and Acceptance criteria

Epic 1 – Access an online/offline version of the system Acceptance criteria 1: Given that the user needs access to the data in the system and any resources that may have been configured at their organisation And they have the rights to access the system When they install SystmOne Mobile Working on their device Then they can log onto the Mobile client And use the system. Epic 2 – Download data when an internet connection exists Acceptance criteria 1: Given I am logged on to the system When an internet connection exists Then data is downloaded Epic 3 – Record data regardless of internet connection status Acceptance criteria 1: Given that I am logged on to the system And I am working online or offline When I access patient records that have been downloaded Then I can choose to add data to their records And use resources such as templates that are available on my normal SystmOne unit Epic 4 – Upload recorded data when an internet connection exists Acceptance criteria 1: Given that I have recorded some data about patients while working offline When an internet connection is detected Then that data is added to the patient's electronic health record. Epic 5 - View data when an internet connection does not exist Acceptance criteria 1: Given that the data has been downloaded

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And an internet connection no longer exists When I access a downloaded patient's record Then their data is displayed

Overarching Standards met by the Additional Service

Section Information

Standard name Business Continuity and Disaster Recovery

Description Ensures that suppliers Solutions are supported by robust business continuity plans and disaster recovery measures.

Further information about the Standard

Learn more about the Business Continuity and Disaster Recovery Standard

Standard name Clinical Safety

Description Supports the management of clinical risk and Patient safety.

Further information about the Standard

Learn more about the Clinical Safety Standard

Standard name Commercial Standard

Description This Standard underpins all commercial activity relating to the Catalogue. It does this by defining a number of rules governing the commercial relationship of relevant parties and by setting out standards of behaviour and principles of access to data and services charges.

Further information about the Standard

Learn more about the Commercial Standard

Standard name Data Migration

Description Supports the secure migration of Practice data between Solutions.

Further information about the Standard

Learn more about the Data Migration Standard

Standard name Data Standards

Description Defines detailed technical standards for the storage, management and organisation of data and specifies standardised reference data, terminology and codes.

Further information about the Standard

Learn more about the Data Standards

Standard name Hosting & Infrastructure

Description Supports best practices for infrastructure and hosting of systems. For example, ensuring that systems are cost effective, secure and energy efficient.

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Further information about the Standard

Learn more about the Hosting & Infrastructure Standard

Standard name Information Governance

Description Supports the controls needed to ensure that sensitive Personal Data is kept confidential, is accurate and is available to authorised users when required.

Further information about the Standard

Learn more about the Information Governance Standard

Standard name Interoperability Standard

Description Defines a comprehensive set of standards, interfaces and protocols that Solutions and systems will use when interoperating.

Further information about the Standard

Learn more about the Interoperability Standard

Standard name Non-functional Questions

Description Enables NHS Digital to assess the risk associated with the Compliance Assessment of the Solution against appropriate Overarching Standards.

Further information about the Standard

Learn more about the Non-functional Questions Standard

Standard name Service Management

Description Supports suppliers in the delivery and management of services that support and provide their Solutions.

Further information about the Standard

Learn more about the Service Management Standard

Standard name Testing

Description Ensures that Suppliers' software delivery test processes are of sufficient quality and rigour.

Further information about the Standard

Learn more about the Testing Standard

Standard name Training

Description Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.

Further information about the Standard

Learn more about the Training Standard

Associated Services of the Additional Service

Section Information

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Associated services name

Full Training Day

Description One day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A full day is 10am-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

• Flat List Price

Price Unit of price

£637.74 Per day

Definition of unit:

Per day of training.

Section Information

Associated services name

Half Training Day

Description One half-day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A half-day is 10am-1pm or 1pm-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

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• Flat List Price

Price Unit of price

£637.74 Per half-day

Definition of unit:

Per half-day of training.

Section Information

Associated services name

Training Environment

Description This Associated Service is purchased by buyers for training and testing purposes. The training environment is a near-replica of the live SystmOne environment and is updated in line with updates to the live system. It can be accessed by multiple users simultaneously. Configuration of the environment and the creation of test data to be done by the Call Off Ordering Party. Additional Services can be enabled, on request, at the Training Environment purchased for the applicable Solution, with the exception of Mobile Working which requires a different (separate) training environment.

Order guidance Dependent on business need and contracting organisations' approach to training. For example, a CCG with a central training team may purchase one training unit for demonstrating functionality to different practices, or each GP practice may wish to have their own training environment.

• Flat List Price

Price Unit of price

£953.03 Per training environment

Definition of unit:

Per training environment

SystmOne Shared Admin

SystmOne Shared Admin allows a group of practices to share administrative and clinical

functions. This functionality is ideal for organisations working closely together who may

share staff, reception desks or perhaps a building. The functionality gives groups of practices

the option to share various system areas such as appointments, visits, tasks, record access,

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reporting and pathology. Networks can use one of two ways to share functionality – either

sharing each function between all organisations in the group or selecting one central

organisation that shares with all the others. Where a patient has access to view their patient

record, they will be able to view data recorded during a consultation at any of the services

linked through Shared Admin. Shared Admin tools can support practices and PCNs by

improving opportunity for risk stratification across larger data sets, enabling better case

finding, recruitment, data entry and data extraction for clinical trials.

SystmOne Shared Admin List Price

The base pound value of the Additional Service is displayed in varied units of pricing. The

price of the Additional Service can offered as either or all of Flat List price(s), Tiered List

price(s) and Bundle List price(s).

Price:

• Flat List price

Price Unit of price

£3,500 Per group

Definition of unit:

Per shared admin group

Capabilities Met by the Additional Service

Sections Information

Productivity name SystmOne Shared Admin

Description Organisations can choose to share administrative duties with other organisations to more efficiently manage workloads and reduce staff burden.

Epic and Acceptance criteria

Epic 1 – Join Shared Administration Group Acceptance criteria 1: Given that the organisation wants to share administrative duties with at least one other organisation And a Shared Admin Group exists When the organisation joins the Shared Admin Group Then selected administrative duties are shared And can be viewed by all organisations in the group Epic 2 – Leave Shared Administration Group Acceptance criteria 1:

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Given that the organisation wants to stop sharing administrative duties with other organisations And they are a member of a Shared Admin Group When the organisation leaves the Shared Admin Group Then all administrative duties are no longer shared And cannot be viewed by other organisations in the group Epic 3 – Using shared admin functionality - visits Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share visits detail between sites. When a user at our organisation elects to go to visits> sites> they can then select and process visits at separate interconnected sites. Allowing visiting functions to be processed and shared between practices Epic 4 – Using shared admin functionality - tasks Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share tasks content between sites. When a user at our organisation elects to go to workflow> tasks list > site> they can then select and process tasks at separate interconnected sites. Allowing tasking function to be processed and shared between practices Epic 5 – Using shared admin functionality - appointments Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share appointments and rotas between sites. When a user at one of the interconnected organisations elects to go to a view of the appointments then they can select and process appointments for this site only, or booked across all interconnected sites. Allowing the appointments functions to be processed and shared between practices. Epic 6 – Using shared admin functionality - pathology results Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share pathology results content between sites. When a user at our organisation elects to go to workflow> pathology inbox > site> they can then select and process pathology results at separate interconnected sites. Allowing Pathology processing functions to be processed and shared between practices. Epic 7 – Using shared admin functionality - Registration links messaging

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Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share registration links messaging content between sites. When a user at our organisation elects to go to links> new links > site> they can then select and process registration links messages at separate interconnected sites. Allowing links messaging processing functions to be processed and shared between practices. Epic 8 – Using shared admin functionality - Audit trail reporting access and use. Acceptance criteria 1: Given that our shared admin team has deemed it appropriate to share audit trail reporting content between sites. When a user at our organisation elects to go to Audits> and selects from the range of audit reports available by site - they can see data from separate interconnected sites. Allowing links messaging processing functions to be processed and shared between practices as appropriate.

Overarching Standards met by the Additional Service

Sections Information

Standard name Business Continuity and Disaster Recovery

Description Ensures that suppliers Solutions are supported by robust business continuity plans and disaster recovery measures.

Further information about the Standard

Learn more about the Business Continuity and Disaster Recovery Standard

Standard name Clinical Safety

Description Supports the management of clinical risk and Patient safety.

Further information about the Standard

Learn more about the Clinical Safety Standard

Standard name Commercial Standard

Description This Standard underpins all commercial activity relating to the Catalogue. It does this by defining a number of rules governing the commercial relationship of relevant parties and by setting out standards of behaviour and principles of access to data and services charges.

Further information about the Standard

Learn more about the Commercial Standard

Standard name Data Migration

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Description Supports the secure migration of Practice data between Solutions.

Further information about the Standard

Learn more about the Data Migration Standard

Standard name Data Standards

Description Defines detailed technical standards for the storage, management and organisation of data and specifies standardised reference data, terminology and codes.

Further information about the Standard

Learn more about Data Standards

Standard name Hosting & Infrastructure

Description Supports best practices for infrastructure and hosting of systems. For example, ensuring that systems are cost effective, secure and energy efficient.

Further information about the Standard

Learn more about the Hosting & Infrastructure Standard

Standard name Information Governance

Description Supports the controls needed to ensure that sensitive Personal Data is kept confidential, is accurate and is available to authorised users when required.

Further information about the Standard

Learn more about the Information Governance Standard

Standard name Interoperability Standard

Description Defines a comprehensive set of standards, interfaces and protocols that Solutions and systems will use when interoperating.

Further information about the Standard

Learn more about the Interoperability Standard

Standard name Non-functional Questions

Description Enables NHS Digital to assess the risk associated with the Compliance Assessment of the Solution against appropriate Overarching Standards.

Further information about the Standard

Learn more about the Non-Functional Questions Standard

Standard name Service Management

Description Supports suppliers in the delivery and management of services that support and provide their Solutions.

Further information about the Standard

Learn more about the Service Management Standard

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Standard name Testing

Description Ensures that Suppliers' software delivery test processes are of sufficient quality and rigour.

Further information about the Standard

Learn more about the Testing Standard

Standard name Training

Description Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.

Further information about the Standard

Learn more about the Training Standard

Associated Services of the Additional Service

Section Information

Associated services name

Full Training Day

Description One day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A full day is 10am-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

Price:

• Flat List price

Price Unit of price

£627.74 Per day

Definition of unit:

Per day of training.

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Section Information

Associated services name

Half Training Day

Description One half-day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A half-day is 10am-1pm or 1pm-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

Price:

• Flat List price

Price Unit of price

£637.74 Per half day

Definition of unit:

Per half-day of training.

SystmOne Auto Planner

SystmOne AutoPlanner ensures staff with the necessary skillsets are routed to the right

patient homes in the most efficient way. This reduces costs and optimises the number of

patients health and care professionals can see in one day, maximising staff contact time with

the patients they are caring for. Visits are automatically scheduled based on number of care

plans requiring completion, the staff members working that day, the hours they are available

and their skill sets to produce a staff schedule. For each staff member on the schedule, the

best route for their visits is calculated, factoring in travel time and utilising route-mapping

functionality so that unnecessary travel time is minimised.

SystmOne Auto Planner List Price

The base pound value of the Additional Service is displayed in varied units of pricing. The

price of the Additional Service can offered as either or all of Flat List price(s), Tiered List

price(s) and Bundle List price(s).

• Flat List Price

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Price Unit of price

£822 Per unit

Definition of unit:

Per unit

Capabilities Met by the Additional Service

Section Information

Productivity name SystmOne AutoPlanner

Description Autoplanner is a tool that will automatically schedule visits to patients using an algorithm that takes into account a range of factors such as start/end location and skill sets required to perform the visit. The algorithm will plot visits in an efficient manner and save time scheduling.

Epic and Acceptance criteria

Epic 1 – Configuring autoplanner for use Acceptance criteria 1: Given that the unit needs to start to use the autoplanner function When autoplanner relevant functions are configured at the unit level such as start/end location, skillsets required, care plans added to patient records, staff shifts and visiting frequencies Then the unit will be ready to run the autoplanner algorithm in order to automatically schedule visits as required. Epic 2 – Viewing available staff when running the autoplanner & viewing care plans requiring visits Acceptance criteria 1: Given that the configuration of the autoplanner function has taken place And the user navigates to the autoplanner screen and selects the date and the caseload of users they are scheduling for When the user selects 'preview care plans requiring visits Then the care plans requiring visits are shown to the user. Epic 3 – Running the autoplanner Acceptance criteria 1: Given I have previewed the care plans requiring visits When I click 'schedule' Then the algorithm will run and show me a range of pre-finalised contact information such as visits allocated, mileage travelled, %workload, time waiting. And the user can stop or pause the algorithm using the available buttons.

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Epic 4 – Saving the autoplanner Acceptance criteria 1: Given I have previewed the assigned visits using the autoplanner algorithm When I choose to save the algorithm's results Then I can book scheduled visits.

Overarching Standards met by the Additional Service

Section Information

Standard name Business Continuity and Disaster Recovery

Description Ensures that suppliers Solutions are supported by robust business continuity plans and disaster recovery measures.

Further information about the Standard

Learn more about the Business Continuity and Disaster Recovery Standard

Standard name Clinical Safety

Description Supports the management of clinical risk and Patient safety.

Further information about the Standard

Learn more about the Clinical Safety Standard

Standard name Commercial Standard

Description This Standard underpins all commercial activity relating to the Catalogue. It does this by defining a number of rules governing the commercial relationship of relevant parties and by setting out standards of behaviour and principles of access to data and services charges.

Further information about the Standard

Learn more about the Commercial standard

Standard name Data Migration

Description Supports the secure migration of Practice data between Solutions.

Further information about the Standard

Learn more about the Data Migration Standard

Standard name Data Standards

Description Defines detailed technical standards for the storage, management and organisation of data and specifies standardised reference data, terminology and codes.

Further information about the Standard

Learn more about Data Standards

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Standard name Hosting & Infrastructure

Description Supports best practices for infrastructure and hosting of systems. For example, ensuring that systems are cost effective, secure and energy efficient.

Further information about the Standard

Learn more about the Hosting & Infrastructure Standard

Standard name Information Governance

Description Supports the controls needed to ensure that sensitive Personal Data is kept confidential, is accurate and is available to authorised users when required.

Further information about the Standard

Learn more about the Information Governance Standard

Standard name Interoperability Standard

Description Defines a comprehensive set of standards, interfaces and protocols that Solutions and systems will use when interoperating.

Further information about the Standard

Learn more about the Interoperability Standard

Standard name Non-functional Questions

Description Enables NHS Digital to assess the risk associated with the Compliance Assessment of the Solution against appropriate Overarching Standards.

Further information about the Standard

Learn more about the Non-Functional Questions Standard

Standard name Service Management

Description Supports suppliers in the delivery and management of services that support and provide their Solutions.

Further information about the Standard

Learn more about the Service Management Standard

Standard name Testing

Description Ensures that Suppliers' software delivery test processes are of sufficient quality and rigour.

Further information about the Standard

Learn more about the Testing Standard

Standard name Training

Description Defines the training activities and collateral expected from Suppliers to support the buyers and users of their Solutions.

Further information about the Standard

Learn more about the Training Standard

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Associated Services of the Additional Service

Sections Information

Associated services name

Full Training Day

Description One day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A full day is 10am-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

• Flat List Price

Price Unit of price

£637.74 Per day

Definition of unit:

Per day of training.

Associated services name

Half Training Day

Description One half-day of training by a TPP Product Specialist. Training can be tailored to suit a wide range of needs. For example, training could be focussed on a specific area of system functionality or a particular workflow. A half-day is 10am-1pm or 1pm-4pm. The Product Specialist will attend on site.

Order guidance Purchase of training days is at the buyer's discretion and dependent on business need. The number of days required will vary depending on what training is required - for example, whether this is to train new staff on the system or just to enhance users' knowledge of particular functionality. There are no minimum or maximum units of order.

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• Flat List Price

Price Unit of price

£637.74 Per half day

Definition of unit:

Per half-day of training.

TPP Video Conferencing with Airmid

TPP's video consultation functionality provides remote access to patients for the purpose of

providing direct healthcare. Video consultations mean that face to face appointments can

occur electronically without the need for either party to travel to a specified location.

Capabilities Met by the Additional Service

Sections Information

Productivity name Video Conferencing Services

Description Video Conferencing Services can be used to carry out remote consultations between clinicians and patients.

Epic and Acceptance criteria

Epic 1 Conduct a video conference between clinician and patient Given that I want to hold a video conference When a video conference is scheduled The clinician and the patient can both join the video conference

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Service Level Information

The Service Levels for this Catalogue Solution are as set out in Major Release 1 of the Service Management standard apply. Click here for

information.