Business Context Index > Use Cases

Use Cases

The use cases below provide basic illustrations of how actors interact with the PCOI.


Story Number 1

As a Provider I want to act on a Patients’ authority to Override a Meds records

# Precondition
i. Provider must have successfully log into the EMR system
ii. SPA Display Provider’s information:
a. First and Last name (cached from CMS)
b. UAO (cashed from OAuth token)
iii. SPA Display Patient’s information:
a. First and Last name (as cached from CMS)
b. Gender/DOB (DD-MM-YYYY) and HCN
Step Description
1 Click (Check) on Meds Icon
2 Display Radio Button to select under whose authority the Override is being carried out:
i. Patient
ii. Substitute Decision Maker
3 Select Patient

Story Number 1.1

As a Provider I want to view the landing page of the SPA. This User Story identifies the base page for the SPA.

# Precondition
i. Provider must have successfully logged into the EMR system
ii. Provider must have successfully selected the button YES in the EMR for Override.
Step Description
1. SPA launches in new window and displays context from CMS
i. Provider First and Last name
ii. UAO (Under the Authority of Organization Name)
iii. Patient First and Last name
iv. Gender
v. Date of Birth
vi. Health Card Number
2. Display type of record for Override:
i. Meds
3. Display under whose Authority is the override being done:
i. Patient
ii. Substitute Decision Maker (SDM)
4. Display UNBLOCK RECORDS and CANCEL tabs

Story Number 2

As a Provider I want to act on the Authority of a SDM to Override a Meds records

Step Description
1. Click (Check) on Meds Icon
2. Display Radio Button to select under whose authority the Override is being carried out:
i. Patient
ii. Substitute Decision Maker (SDM)
3. Select SDM
4. Displays Free Text section for SDM’s First and Last Names
5. Enter SDM First and Last name
6. Display drop down for SDM relationship to Patient.
i. Guardian of the Person
ii. Attorney for Personal Care
iii. Representative Appointed by Consent and Capacity Board
iv. Spouse/Partner
v. Parent
vi. Child
vii. Sibling (Specify)
viii. Other Relative (Specify)
7. Select SDM relationship
8. If SIBLING is SDM relationship: Display Free Text section to Specify Sibling Relationship
9. If Other Relative is SDM relationship: Display Free Text section specify Other Relative relationship.

Story Number 3

As a Provider I want to Access the PCOI UI to Print Consent Form for Meds

# Precondition
i. Provider must be logged into EMR successfully
ii. Provider selects Patient Medication and Unblocks Records to override
iii. The Provider must select/fill all mandatory fields in the SPA
Step Description
1. Display button to Print Consent Override form
2. Click on Print Form
3. Launch Auto populated Consent Form (Form can also generate in French depending on the language setting from EMR -> SPA)
4. Information on the Consent Form for DHDR is auto-populated from various end-points:
i. Health Card Number (as cached from CMS)
ii. Date and Time (populates when form is generated)
iii. Patient Name (as cached from CMS)
iv. Facility Name (UAO Name from OAuth token i.e. Maple Glenn Clinic)
v. Consent Provided by (populates from SPA)
vi. Consent Obtained by (Provider Lastname, Firstname populates from OAuth token)
vii. SDM Type (i.e. Sibling, Spouse Relationship populates from SPA)
viii. Name of Health Care Provider (from OAuth token)
ix. Patient/SDM name (Name will come from SPA payload)
5. Once the form is validated, follow the steps to print form:
i. Send form to Printer
ii. Successfully Print File
iii. Close print Window

Story Number 4

As a Provider I want to Print Consent Form but not successful (auto-populate the PDF)

Step Description
1. Click on Print Form
2. Display error page: “Sorry, something went wrong. Please refresh the page and try again. If this problem continues, call eHealth Ontario Service Desk at 1-866-250-1664 and copy the details below”
3. Display OK and Show Details tabs on the Error pop up screen
4. Select OK: Error message close
5. Select “Show Details”
i. Display error details
ii. Copy details

Story Number 5

As a Provider I want to Override Meds record without printing Override Consent Form

Step Description
1. Print Consent Form unsuccessful
2. Provider use Hard copy Consent Override Form for Patient/SDM
3. Check ‘I have a printed, signed consent form to unblock Meds records’
4. Display Unblock Record Tab

Story Number 6

As a Provider I want to click on Print Form for Meds but it’s disabled

Step Description
1. The Provider selects/fill fields in the SPA
2. Print Form Button is disabled or greyed out
3. Review to ensure all areas in the SPA is selected or filled in
4. Any mandatory unfilled sections is highlighted in RED
# Acceptance Criteria
1. The type of record (i.e. Meds, Immunization) must be selected
2. At a minimum at least 1 record must be selected and a check mark should display beside selected record

Story Number 7

As a Provider I want to Override the Meds record of a Patient

# Precondition
i. Provider must have successfully log into the EMR system.
ii. Provider selects Patient Medication and Unblocks Records to override
iii. Provider must have selected who permitted the Override
iv. If Authority is by SDM, Provider must have successfully entered SDM First and Last name and select relationship type
v. If Relationship type is Siblings, specify the Sibling relationship
vi. If Other Relative is SDM relationship, specify Other Relative relationship.
vii. Provider must Print Consent form and validate the information on the form
Step Description
1. SPA display Box for Override Consent form
2. Click BOX to check that Override Consent Form has been printed and signed
3. SPA display Unblock Record and Cancel Unblock Tabs
4. Click on Unblock Record Tab
5. SPA display successful Override Notification pop up screen: "Records unblocked. You have access to Medication for 4 hours."
6. Click Ok
7. If CANCEL button is selected See 7.1 below
8. Display Warning message: "Only use unblocked records for the purpose for which they are intended. If you need to use the records for a different purpose please obtain consent and unblock"
9. SPA screen disappears
10. Display Message: "Results Unblocked! Please do not share this information"
11. Display EMR screen

*Business Rule:

  • Message displayed will vary based on override access to different LOBs; example: For CDR, records will be unblocked until Midnight
  • If more than One Records is being unblocked; the message will capture both LOB access business rules.

Story Number 7.1

As a Provider I want to Cancel my Override

Step Description
1. Select (Click) CANCEL
2. Display Pop-up screen::"Are you sure you want to leave this page? All information entered will be lost”. With two options on the screen"
i. EXIT APP
ii. STAY ON PAGE
3. Select (Click) Stay on Page
i. Pop-up screen disappears
ii. Override process continues
4. Select (Click) Exit App
i. Pop-up screen disappears
ii. SPA screen is closed
iii. Display EMR Screen

Story Number 8

As a Provider I want Override the Meds record of a Patient without success

Step Description
1. Click Unblock Records
2. Record Unblock unsuccessful
3. Display error Pop-up screen: “Sorry, something went wrong. Please try again.
If this problem continues, call eHealth Ontario Service Desk at 1-866-250-1664 and copy the details below
4. Display OK and Show Details tabs on the Pop-up screen
5. Select/Click OK button:
i. Error pop-up message screen closes
ii. PCOI UI Closes
iii. Display EMR Screen
6. Select/Click “Show Details”
i. Display error details/code
ii. Display “Copy Details” tab to copy error detail for mailing

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