Merge pull request #469 from NHSDigital/CGD-1.9-CancellationFunctionUplift

SPfC-Cancellation

Author: cda69

BaRS-Images/SequenceDiagrams/BaRS_StandardPattern_Cancellation_Find_Id.svg

@@ -6,7 +6,7 @@ topic: core-StandardPattern-appointment-cancel-1.3.0
 
 To cancel an appointment:
 
-* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
+* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}. Alternatively, if the .id is not known, the read can be undertaken with [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment), using the {{pagelink:core-SPCancellation-1.3.0, text:patient information}}, and selecting the .id by the matching the required resource. NB: If a match cannot be performed, using this method, manual processes should be engaged.
 * Set the Appointment.status value to "cancelled"
 * Perform a [PUT](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#put-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
 

guides/Live-ImplementationGuide-BaRS/Home/Core/1.3.0/Appointment-StandardPattern/Cancel-Booking.page.md

@@ -35,6 +35,7 @@ The following table describes how the BaRS API accomodates these four capabiliti
 |------------|-----------|-----|--------------|
 | [List](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/DocumentReference) | /DocumentReference  | GET   | Using the {{pagelink:core-StandardPattern-document-reference-Introduction-1.3.0, text:DocumentReference}} pattern, a list of existing appointments for a patient can be viewed with the central Registry.  |
 | [View](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) | /Appointment/\{id\}  | GET   | This action, using the id from the List capability, will allow that specific Appointment Resource to be [retrieved](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) from the healthcare service who owns it. |
+| [View (Search)](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment) | /Appointment | GET   | If the Appointment.id is not known, the Sender can perform a look up based the patient national identifier (NHS No.) or demographics (Name (as defined by [FHIR](https://simplifier.net/packages/hl7.fhir.r4.core/4.0.1/files/2834389  )), Date of Birth, Home Address Postcode). This returns a (FHIR) bundle of resources for the specific Appointment Resource to be [retrieved](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment) from the healthcare service who owns it. See {{pagelink:core-SPCancellation-1.3.0, text:Cancellation}} for further detail.|
 | [Get Slots](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Slot) | /Slots   | GET   | Obtain a list of available booking slots from a specified receiving system using the [GET /Slots endpoint](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Slot)  |
 | [Book](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#post-/Appointment) | /Appointment or /$process-message | POST | This will be a POST operation, with a BaRS Application /$process-message is typically used, outside of supported use cases /Appointment is adopted.|
 | [Cancel](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#put-/Appointment/-id-) | /Appointment/\{id\} | PUT| The cancel of a booking will be setting the status of the appointment to "cancelled". Cancel is also possible using /$process-message |

guides/Live-ImplementationGuide-BaRS/Home/Core/1.3.0/Appointment-StandardPattern/Introduction.page.md

@@ -34,7 +34,7 @@ Alternatively, rebooking an appointment can be used outside of use-cases support
 * Confirm BaRS [Capabilities](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/metadata).
 * [Request Available slots](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Slot).
 * Select a slot.
-* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
+* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}. Alternatively, if the .id is not known, the read can be undertaken with [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment), using the {{pagelink:core-SPCancellation-1.3.0, text:patient information}}, and selecting the .id by the matching the required resource. NB: If a match cannot be performed, using this method, manual processes should be engaged.
 * Set the Appointment.status value to "cancelled"
 * Perform a [PUT](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#put-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
 

guides/Live-ImplementationGuide-BaRS/Home/Core/1.3.0/Appointment-StandardPattern/Rebook-Methods.page.md

@@ -6,7 +6,7 @@ topic: core-StandardPattern-appointment-update-1.3.0
 
 To update an appointment:
 
-* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
+* Perform a [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}. Alternatively, if the .id is not known, the read can be undertaken with [GET](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#get-/Appointment), using the {{pagelink:core-SPCancellation-1.3.0, text:patient information}}, and selecting the .id by the matching the required resource. NB: If a match cannot be performed, using this method, manual processes should be engaged.
 * Amend or append the resource as required.
 * Perform a [PUT](https://digital.nhs.uk/developer/api-catalogue/booking-and-referral-fhir/v1_2_0#put-/Appointment/-id-) operation using the id of the appointment to /Appointment/\{id\}
 

guides/Live-ImplementationGuide-BaRS/Home/Core/1.3.0/Appointment-StandardPattern/Update-Existing-Booking.page.md

@@ -11,6 +11,19 @@ Cancellation, for any referral type or booking, is a stripped back request, cont
 
 A prerequisite when performing a cancellation of any request is to perform a read (GET) of either the booking or referral to be cancelled. The Sender **must** only make a cancellation request if the entity has a status which means it is still current; 'active' in the case of a referral (ServiceRequest) and 'booked' for a booking (Appointment). This ensures the Sender has the latest version of the entity they are about to change or, if it is no longer current (because its been actioned by the Receiver), allows the Sender to advise the end user so an alternative (often manual) workflow can be started. The Receiver **must not** process a cancellation request for a booking or referral which is not current, instead they **must** return an appropriate {{pagelink:core-ErrorHandling-1.3.0, text:error}} response.
 
+The Sender **must** obtain the (resource).id value of the booking (Appintment) or referral (ServiceRequest) to be able to generate the cancellation request. If the Sender made the original request, they will know this and can directly request the specific resource to check the status, using the GET (read) by Id request. Alternatively, if they did not generate the original request or there was a problem with the synchronous response being received, the booking or referral can be obtained by searching for active entities for the patient, either by using the national identifier (NHS No.) or patient demographics (Name (as defined by [FHIR](https://simplifier.net/packages/hl7.fhir.r4.core/4.0.1/files/2834389  )), Date of Birth, Home Address Postcode) (See diagram under 'Options for obtaining booking or referral' for detailed workflows). This will return a (FHIR) bundle of responses (typically, containing only one resource) which the Sender can match based on dateTime (elements dependent of resource) and use-case category values to identify the resource of interest. If the Sender cannot match the resource they should advise the user the cancellation cannot be performed and to revert to manual cancellation options instead.  
+
+#### Options for obtaining booking or referral 
+
+<br>
+<br>
+The below diagram details the options for obtaining the booking (Appointment) or referral (ServiceRequest) resource, prior to cancellation. The Sender **must** know the (resource).status and (resource).id values, as minimum, to build a valid cancellation request.
+<br>
+<a href="https://raw.githubusercontent.com/NHSDigital/NHSDigital-FHIR-BookingAndReferrals/main/BaRS-Images/SequenceDiagrams/BaRS_StandardPattern_Cancellation_Find_Id.svg" target="_blank"><img src="https://raw.githubusercontent.com/NHSDigital/NHSDigital-FHIR-BookingAndReferrals/main/BaRS-Images/SequenceDiagrams/BaRS_StandardPattern_Cancellation_Find_Id.svg" width="1200"></img></a>
+<br>
+<br>
+<hr>
+
 ## Cancellation Referral Request Payload
 
 ### MessageHeader Resource