🏥 Hospital 01

Florence MVP User Stories

Administrative messaging, journey-aware nudging, and scheduling (non-clinical). Includes patient, carer, clinician, scheduler, and supporting personas.

8
Patient Stories
4
Carer Stories
5
Clinician Stories
6
Admin Stories
9
Other Personas
👤

Patient Stories

Story 1

Real-time booking and rescheduling

As a Patient, I want to see live available slots and confirm or change my appointment instantly so I don't need to phone the clinic.

  • Secure deep link from reminder or portal opens a slot picker preloaded with appointment context
  • Shows soonest appropriate slots and calendar view with one-tap Confirm
  • Handles race conditions with "slot just taken" message and next-best options
  • Immediate confirmation in same channel and via email (optional)
  • Standby toggle for earlier slots with time windows and minimum notice preferences
  • WCAG 2.2 AA compliance with multi-language support
  • Real-time EMR/PAS updates with full audit trail
  • Performance: Availability search <2s, message delivery ≥99.9%
Story 2

Channel-of-choice reminders

As a Patient, I want reminders on my preferred channel (SMS, WhatsApp, email, voice) so I don't miss my appointment.

  • Set/change preferred channel during confirmation
  • Default schedule at T-7d, T-48h, T-24h, T-3h (site-configurable)
  • Plain language with clear options: 2 Confirm, 9 Rebook
  • Timezone aware with transport tips when applicable
  • Voice/IVR fallback with large-print email template
  • Easy opt-out keyword in all messages
  • End-to-end pipeline latency <60s
Story 3

One-tap reschedule from reminder

As a Patient, I want a simple link in any reminder to rebook so I can resolve conflicts quickly.

  • Tapping Change opens pre-filtered slots for same clinic/modality
  • One screen to pick time, second screen to confirm
  • Enforces site reschedule windows and cancellation policies
  • Optional reason code capture (busy, travel, illness)
  • Atomic EMR/PAS updates with confirmations sent
  • Triggers waitlist backfill on freed slot
  • 95th percentile flow completion <30s
Story 4

Data security and EU hosting assurance

As a Patient, I want clear assurance that my data is secure and stored in the EU, so I feel safe using the service.

  • Privacy link and assurance statement on every page
  • Only appointment administrative data in messages
  • Session timeouts and device-bound links
  • Easy access to privacy settings and opt-out
  • TLS 1.2+, encryption at rest, SSO tokens expire ≤30 mins
  • Privacy complaint rate <0.1%
Story 5

Conversational, human-readable prompts

As a Patient, I want clear, conversational prompts with simple numbered choices so I can act quickly.

  • ≤8th-grade reading level without clinical jargon
  • Essentials first (when/where), then action choices
  • Localised templates with locale-aware date/time formats
  • A/B testing on length and ordering
  • Anti-spam guardrails (max one per window)
Story 6

Journey-aware attendance support

As a Patient, I want to be proactively informed about traffic and public-transport issues and given mitigation options so I can arrive on time with less stress.

  • Journey checks at T-48h, T-24h, T-3h
  • Uses consented postcode and live disruption feeds
  • Options: Leave earlier, alternative route, taxi info, video switch, rebook
  • Respects saved transport mode preferences
  • Severe disruption triggers secondary prompt
  • Journey check <5s, live data freshness ≤5 mins
Story 7

Standby for earlier cancelled appointments

As a Patient, I want to opt in to be on standby for earlier appointments so that if someone cancels, I can take their slot when it suits my availability.

  • Opt-in after confirming with "Get an earlier slot if one opens up"
  • Set time windows, minimum notice, distance/site preference
  • Fair queue prioritises fit, time on list, and equitable rotation
  • Alert with one-tap Accept and short hold (10 minutes)
  • Atomic EMR/PAS updates preventing double-booking
  • Dispatch <5s from slot free, delivery ≥99%
Story 8

Switch to telemedicine where available

As a Patient, I want to switch my upcoming appointment from in-person to telemedicine where clinically and operationally available, so I can still attend despite travel or time constraints.

  • Eligibility based on clinic settings and appointment type
  • Entry from disruption alerts, booking confirmation, or portal
  • One-tap confirm with video link generation
  • Device/microphone/camera test with telephone fallback
  • EU/UK-hosted video provider with end-to-end encryption
  • Staff approval when rules require
  • Link generation <2s, join success rate ≥98%
👥

Patient Carer Stories

Story 1

Carer co-reminders and actions

As a Patient Carer, I want to receive reminders and confirm or request rescheduling on the patient's behalf so I can ensure attendance.

  • Patient grants consent and nominates carer contact
  • Carer receives mirrored prompts with "acting for patient" indicator
  • Can confirm or open reschedule flow
  • Both parties receive confirmations
  • Administrative details only, no clinical content
  • Delivery reliability ≥99% with audit trail
Story 2

Accessibility-friendly timing

As a Patient Carer, I want to choose times that fit transport and support needs so I can coordinate logistics.

  • Record accessibility constraints (wheelchair access, escort)
  • Reschedule flow highlights accessible slots or sites
  • Shows parking/transport information
  • Saves preferences for future use
  • Flags to scheduling dashboard
Story 3

Carer contact maintenance

As a Patient Carer, I want to update contact details securely so reminders reach me.

  • Identity check before editing contact info
  • Changes apply to all future reminders
  • Full audit logging
  • Update latency <60s
  • Successful contact rate ≥98%
Story 4

Carer escort and contact windows

As a Patient Carer, I want to set the days and times I can accompany the patient and when I can be contacted, so rescheduling respects my availability.

  • Set escort windows and contact quiet hours
  • Transport constraints and blackout dates
  • Suggestions intersect patient and carer windows
  • Co-reminders respect quiet hours
  • Post-booking changes trigger new time suggestions
  • Intersection computed <300ms
⚕️

Doctor/Nurse Stories

Story 1

Day-list with attendance risk and status

As a Clinician, I want a day-list showing confirmed, awaiting response, and at-risk appointments so I can anticipate no-shows and backfill.

  • Real-time statuses from messaging
  • Predicted risk (low/med/high) from engagement signals
  • Filters by risk with last contact details
  • One-click notify admin for high-risk slots
  • List load <2s, auto-refresh every 60s
Story 2

Auto-notify admin on freed slots

As a Clinician, I want automatic alerts to admin when a slot frees so a replacement can be scheduled.

  • Trigger on patient cancel or reschedule
  • Alert to scheduling queue with time-to-appointment
  • Include waitlist candidates
  • Traceable chain from cancellation to backfill
  • % freed slots filled within 24h tracking
Story 3

Message content safety

As a Clinician, I want assurance no clinical details are sent in reminders.

  • Administrative-only content templates
  • Blocked fields prevent clinical text
  • Template approval workflow
  • Version history and automated linting
  • Random sampling to verify content
  • Zero clinical-content breaches
Story 4

Clinician session and backfill windows

As a Clinician, I want to declare the windows when backfills are acceptable and when I can be contacted for operational escalations.

  • Set backfill windows and minimum notice
  • Contact windows and site-specific constraints
  • Waitlist suggestions filtered to windows
  • Operational alerts route within contact hours
  • All changes audited
  • Eligibility evaluation <200ms
Story 5

Telemedicine switch approvals

As a Clinician, I want a simple approve or decline queue for patient-initiated telemedicine switches when rules require review.

  • Queue shows patient details and switch reason
  • One-click Approve converts visit type
  • Decline sends explanation with alternatives
  • SLA indicators and escalation for aging items
  • Full audit trail with notes
  • Quick turnaround time tracking
📅

Admin/Scheduler Stories

Story 1

Unified queue for confirmations and reschedules

As a Scheduler, I want a single queue of awaiting confirmation, no response, and reschedule requests to clear backlogs quickly.

  • Sort/filter by clinic, day, risk, channel
  • Bulk nudge actions available
  • Inline slot picker with auto-notify
  • Highlight high-risk slots within 24-48h
  • Queue response <1s, bulk actions up to 200 items
Story 2

Optimised reminder scheduling

As a Scheduler, I want automated reminder cadences that send at optimal times to drive responses.

  • Default T-7d/T-48h/T-24h/T-3h cadence
  • Site-level overrides supported
  • Quiet hours and best-time windows
  • Throttling to avoid carrier limits
  • Delivery and response dashboards
Story 3

One-step rescheduling from dashboard

As a Scheduler, I want to rebook in one step without toggling systems.

  • Live slot search with conflict detection
  • Optional reason code capture
  • Atomic write to EMR/PAS
  • Confirmation sent automatically
  • 95th percentile end-to-end <20s
Story 4

Safe, editable templates

As a Scheduler, I want pre-approved templates that I can edit safely.

  • Editable variables only (site, directions)
  • Four-eyes review for new templates
  • Version history with rollback
  • PECR/ePrivacy compliance footers
  • Locale variants supported
Story 5

Service-level window rules and quiet hours

As a Scheduler, I want to configure service-wide appointment and messaging windows so suggestions and outreach align with operational capacity.

  • Configure clinic hours and session templates
  • Set earliest/latest times by specialty
  • Messaging quiet hours and holidays
  • Temporary overrides with expiry
  • Rule evaluation <200ms
Story 6

Telemedicine eligibility rules and caps

As a Scheduler, I want to configure which clinics and appointment types are eligible for telemedicine, including per-session caps and approval rules.

  • Define eligible specialties and appointment types
  • Set per-session telemedicine capacity
  • Mandatory approval flags for special cases
  • Map in-person to virtual visit types
  • Versioned rule sets with test mode
  • Track switch requests and utilisation
🏢

Additional Personas

Practice Owner

Billing and usage visibility

As a Clinic Manager, I want a self-serve portal to track appointments touched, messages sent, prevented DNAs, and costs.

  • KPIs by site and period with drill-down
  • Plan, current charges, and forecast
  • Invoice download and payment management
  • CSV/PDF exports with scheduled reports
IT Admin

Safe EMR/PAS connectivity

As an IT Admin, I want API credentials, environments, and logs to integrate safely.

  • Staging and production keys with IP allowlists
  • HL7/FHIR mappings and sample payloads
  • Request logs and error tracing
  • Mutual TLS, OAuth2, least-privilege scopes
  • Time-to-integrate tracking
DPO

Evidence pack for approval

As a DPO, I want DPA, DPIA, data-flow diagrams, and audit logs to approve the service under GDPR.

  • Executed DPA and DPIA with mitigations
  • ROPA and retention schedule
  • Region attestation and sub-processor list
  • Access reviews and encryption standards
  • Zero critical audit findings
Finance

Transparent pricing & SoW

As a Buyer, I want clear tier pricing and a statement of work to procure within budget.

  • Clear tier inclusions and overage rules
  • Scope, deliverables, SLAs documented
  • Security compliance certifications
  • Variance to budget ≤5%
Pilot Sponsor

KPI reporting and scale decision support

As a Pilot Sponsor, I want monthly KPIs and an end-of-pilot report to decide on scale-up.

  • DNA rate vs baseline tracking
  • Confirmation rate and fill-within-24h metrics
  • A/B or matched-cohort methodology
  • Monthly review packs with issue log
  • Cost-benefit analysis for scale decision
Contact Centre

Assisted follow-up for high-risk cases

As a Contact Centre Agent, I want a call-assist screen with recent messages and quick actions for high-risk appointments.

  • Patient identity and appointment details
  • Recent messages and risk reason
  • Recommended script and quick actions
  • Screen loads <2s with click-to-call
  • First-call resolution tracking
Patient Preferences

Availability preferences for appointments and contact

As a Patient, I want to set my preferred days and times for appointments and when I can be contacted.

  • Set appointment windows and blackout dates
  • Contact windows and quiet hours
  • Slot picker prioritises within windows
  • Reminders respect quiet hours
  • Preferences apply immediately
  • Update latency <60s