User Acceptance Testing (UAT) Sign-off for using the eConsult Smart Inbox with EMIS/SystmOne
Prior to going live, the practice will need to complete end to end testing of their intended use of eConsult and the Smart Inbox.
Who is this document for? This document is for use by the GP practice team.
Instructions on how to use this document:
Review the UAT Case Checklist column to understand the actions required to set up the eConsult smart inbox and to fully understand the features available
Add Pass against each item once completed and include date and any comments
Your eConsult transformation lead will review this document with you during your mobilisation process to align on progress and maximise the benefits that your team can realise with the eConsult smart inbox
UAT Case Checklist | Expected Behaviour | Pass/Fail | Date Completed | Comments |
Download eConsult Toolbar | User able to download the eConsult Toolbar (may need Practice’s IT to authorise the download) |
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Enable toolbar integration with EMIS/SystmOne | Successfully able to pass data from Smart Inbox to Clinical System |
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Initial login of Toolbar completed | Post toolbar download, user can enter the Practice Message ID and eConsult ID |
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URL for eConsult works | URL loads to practice specific eConsult webpage for patients to submit an eConsult (please note it will mention at the top that this is for internal testing only) |
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Submit eConsult (as a Test patient). NB: please ensure you are using details for Test patients that have been created in your Clinical System | eConsult arrives into the correct queue in the Smart Inbox. Adult Health problems, Child Health problems and LTC/Medication reviews to the “waiting” folder under Clinical & Admin help to the “waiting” folder under Admin
Submit 3 eConsults using below criteria:
1. test patient all correct details 2. test patient 1 detail incorrect e.g. gender or DOB 3. no matching details |
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Test 1 - Patient automatching | 5/5 patient identifiers (First name, Last name, DOB, Postcode, Gender) or 6/6 patient identifiers (First name, Last name, DOB, Postcode, Gender, NHS number) if the NHS number is completed on the eConsult matches what is on the clinical system then the patient is automatically matched when eConsult arrives in the Smart Inbox queue |
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Test 2 - Manually match patient (matches found) | If automatch fails but matches are found, user is able to select match |
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Test 3 - Unmatch patient | After a patient has been matched, user will see an unmatch patient button in “patient details” |
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Manually match a “No results” eConsult | Using the NHS number for SystmOne or EMIS Patient ID number to match a No results eConsult to the patient record in the clinical system |
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Sort folders in line with SOP | Sort the folders under Admin or Clinical by Time Received, Age or Flags |
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Filter folders by Team | Filter the folders under Admin or Clinical by specific team |
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Signpost eConsults | Use the Signpost option once eConsult is opened and save changes |
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Add a Comment under signposting options | Add a comment and save changes |
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Send two way message response to Test patient | User toggle on Allow patient to respond, generates a unique link for patient to respond |
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Resolve a Failed Message to the patient | eConsult is removed from the “Failed Messages” folder |
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Create personal message template | A new personal message is created and visible in the templates when responding to patients |
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Create Tag | User able to Add a new tag item |
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Assign Tag to eConsult card | User can assign tag to individual eConsult and be able to view all open eConsults that are associated to a specific tag |
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Remove Tag from eConsult card | Tag removed from eConsult card and no longer showing in the tag folder |
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Submit an eConsult Lite | User able to submit eConsult Lite from Smart Inbox on behalf of patient |
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End to end test your agreed admin workflow | As per your workflow |
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End to end test your agreed clinical workflow | As per your SOP |
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Save eConsult to Clinical System | Save eConsult to the patient record in the Clinical System |
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Download the eConsult as PDF | PDF downloaded to user’s PC |
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Record clinical encounter in appointment book | As per your workflow |
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View saved eConsult in Clinical system | Once eConsult has been saved to record, open patient record in the clinical system. Users will be able to see the ICE data, messaging & eConsult PDF. EMIS users under Consultations and SystmOne users under Journal |
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Signed off by:
Sign-off Date: |
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If you would like to have a document version of this article please download the file located at the bottom of the page!
If you have any questions or you feel that this article could be improved, please feel free to give us some feedback by emailing us, pressing the emojis below or using the chat button on the bottom right-hand side of this page to speak to one of the eConsult team.