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Description
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Supports the analysis of multiple and complex datasets and presentation of the output to enable decision-making, service design and performance management.
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).
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
Outcomes
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- Confident that, where they are happy with its use, their data contributes to improved Patient care, better use of resources and issue identification
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- Can use data analysis to support decision making relating to Patient care as well as resource utilisation based on accurate and comprehensive reporting
- Can access more powerful analysis of their data through combination of data from multiple sources
- Can access new and more complex analyses of their data
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Enables reporting and analysis using a range of data items to track performance, support clinical care and Health or Care Organisation management across organisational boundaries. |
Outcomes
For a Health or Care Organisation: | Health or Care Organisations have the ability to track and optimise resource usage across organisational boundaries, for example: |
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- Have access to large pseudonymised or anonymised datasets for research and population health management, subject to the correct controls and data sharing agreements being in place
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| title | MUST Epics - Epics and acceptance criteria will be evaluated during the Capability Assessment Stage of Onboarding |
C26E1 - analyse data across multiple organisations within the Integrated/Federated Care Setting (Federation)
As an Analyst
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MUST Epics - Describes the minimum functionality required to deliver a Capability. Solutions MUST be successfully evaluated against each Epic and Acceptance Criteria via Capability Assessment in order to be associated with this Capability |
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E00491 - reporting on data from multiple Health or Care OrganisationsAs a Health or Care Professional I want to run reports based on data from multiple Health or Care Organisations So that I can identify trends and track performance across |
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multiple Health or Care Organisations Acceptance criterion 1: |
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Given that structured data of a type (e.g. Appointment attendance data) is available from multiple Practices within the Federation
And a report has been configured to meet the reporting need (e.g. analysis of Appointment Did Not Attend by Practice)
When the report is run
Then data relating to each Practice will be output
And data can be aggregated or summarised by Practice
And the data for a Practice can be compared to data from other Practices
C26E2 - analyse data across different datasets
As an Analyst
I want to combine or link structured data relating to different types of activity within the Federation (e.g. Patient, prescribing, Appointments, financial, workforce)
So that I can create richer or more complex metrics against which to track performance across the Federation
Acceptance criterion 1: report across Practices within the Federation
Given that structured data of different types is available from Practices within the Federation or Organisations external to the Federation
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define criteria for reporting on data from multiple Health or Care OrganisationsGiven the Health or Care Professional is permitted to create reports that cover multiple Health or Care Organisations When the Health or Care Professional selects to define the criteria for a report Then the Health or Care Professional can select from a range of data items Acceptance criterion 2: view results from reports that cover multiple Health or Care OrganisationsGiven the Health or Care Professional is permitted to view report results that cover multiple Health or Care Organisations When the Health or Care Professional selects to view a report that covers multiple Health or Care Organisations Then the report results are displayed E00491 - Additional Implementation DetailsSolutions MUST comply with the following when implementing this Epic:
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And there is a means to link datasets
When the report is run
Then data across the datasets will be linked
And data will be output according to the design of the report
C26E3 - create new or update existing reports
As an Analyst
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MAY Epics - Describes additional functionality associated with the Capability. Suppliers should consider all MAY Epics as part of their User Research. Suppliers can choose to map their Solutions to these Epics and they will be evaluated via Capability Assessment. Framework Authorities or purchasing organisations may require these Epics as product qualification or requirements criteria |
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E00492 - amend existing reportsAs a Health or Care Professional I want to amend reports So that I can respond to new or updated reporting requirements Acceptance criterion 1: |
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Given access permissions allow the creation of new reports
When a new reporting requirement is identified
Then a new report can be created to meet the requirement
And the new report be can saved for future use with a name or identifier defined by the Analyst
Acceptance criterion 2: update report in response to new reporting requirement
Given there is a library of existing reports
And access permissions allow the update of existing reports
When a new reporting requirement is identified
Then an existing report can be updated to meet the requirement
And the new report be can saved for future use with a name or identifier defined by the Analyst
C26E4 - run existing reports
As an Analyst
I want to be able to access and run an existing report
So that I can perform regular reporting and analysis in the most efficient way
Acceptance criterion 1: run existing report
Given there is a library of existing reports
When reporting is triggered (e.g. receipt of new data)
Then the Analyst can access and run the existing report
And output the results according to the existing report design
Acceptance criterion 2: report template shared by report creator with another user
Given there is a library of existing reports
And the security model defines the functions and data that are allowed to each user
And access permissions allow the sharing of report templates by the report template creator
And the other user is an authorised user of the tool and data
When the report template is shared with a user
Then the report template can be run by the other user
And the results are output
And the results are constrained to the data allowed by the security model
Acceptance criterion 3: schedule report to run
Given there is a library of existing reports
And a reporting schedule is defined for the report (e.g. regular reporting cycle such as month end)
When the Analyst defines the times and intervals at which the report will be run
Then the report is run at the defined times and intervals
And the results can be output according to the existing report design
C26E5 - present output
As an Analyst
I want to be able to present the output of reporting and analysis in a variety of ways
So that I can best tailor the output to the audience and purpose of the reporting
Acceptance criterion 1: create detailed report
Given that the audience requires access to the report detail (e.g. list of Patients with a condition to enable planning, report of referrals and test requests)
And access to the detail of the report is appropriate for the audience
When the report is run
Then the detail output is retrieved according to the design of the report
And the detailed output can be presented to the audience (e.g. as a list, table or other)
Acceptance criterion 2: create aggregated report
Given the audience for the report require aggregated information (e.g. counts of Patients with a condition across the Federation or counts of Appointment 'Did Not Attend' by Practice)
And a report has been previously created and configured to meet the reporting requirement
When the report is run
Then the output is aggregated or summarised according to the design of the report
And the aggregated output can be presented to the audience (e.g. as a table)
Acceptance criterion 3: output to dashboard or similar visual representation of the data
Given that the audience want to receive to receive multiple types of data presented visually (e.g. to track performance over time and receive alerts)
And a report or set of reports have been previously created and configured to meet the reporting requirement
And the layout of the dashboard has been designed
When the report or set of reports is run
Then the data is output to the dashboard
And is presented to the audience according to the design of the dashboard
Acceptance criterion 4: output in a format allowing the data to be shared
Given that the audience want to receive to receive the output of queries in a variety of shareable formats
And a report has been previously created and configured to meet the reporting requirement
When the report is run
Then the report output or results can be exported in the format defined by the user
And the results can be saved to a location defined by the user, external to the Data Analytics Capability
C26E6 - define selection rules on reports
As an Analyst
I want to define selection criteria for my reports
So that I can fine-tune my reports to identify only those records that positively or negatively match the selection criteria (e.g. Patients, Appointments, prescriptions, activity during particular time periods, etc.)
Acceptance criterion 1: identify activity or conditions on records
Given a report has been configured to identify values on a record (e.g. referral activity, a particular condition or diagnosis, missing NHS number or activity that occurs within or outside particular date ranges)
When the report is run
Then only those records with matching values are displayed
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| title | MAY Epics - All May Epics and Acceptance Criteria will be evaluated during the Capability Assessment Stage of On-boarding. However, these Epics are not mandatory and will not be used as part of the overall assessment of whether the Capability is fully met. Any May Epics that are assessed as met will be available to buyers via the Buying Catalogue. |
C26E7 - create and run performance-based reports
As an Analyst
I want to define and report against performance targets (e.g. profit-analysis per Practice, A&E attendances per 1000 population, % medicines review completed)
So that I can track performance across the Federation
Acceptance criterion 1: bench-marking
Given that performance data of a type (e.g. Patient/Service User feedback metrics) is available from multiple Practices within the Federation
And a benchmark performance level (e.g. target feedback ratings) has been defined across the Federation
And a report has been configured to meet the reporting need
When the report is run
Then performance data for each Practice will be output compared to the benchmark level for the Federation
C26E8 - drill down to detailed information
As a Clinician or Clinical Lead
I want to be able to drill-down from summary information to detailed Patient/Service User records
So that I can identify Patients/Service Users requiring a follow-up or intervention (e.g. book a follow-up Appointments or test)
Acceptance criterion 1: drill-down to detail held in an integrated Patient-record system
Given that a summary level report has been run (e.g. list of Patients with test results)
And the Data Analytics Capability has been integrated with or linked to the Patient-record system
And the security model allows the user access to Patient-level information within the Patient-record system
When Patients/Service Users requiring a follow-up or intervention are identified (e.g. Patients/Service Users with test results outside a normal range)
Then the Clinician can drill-down to view the underlying detailed data (e.g. Patient record) in the integrated Patient-record system
C26E9 - forecasting
As an Analyst
I want to use past or current data to forecast or model future demand
So that I can use this to support effective decision-making and planning
Acceptance criterion 1: model future demand
Given that past or current data is available (e.g. in relation to Appointment use)
And parameters or rules can be defined regarding future use
When the report is run
Then future demand is modelled
C26E10 - enable reporting at different levels
As an Analyst
I want to determine the level of Organisational or geographical reporting (e.g. Practice, CCG or Federation level; postcode sector)
So that I can report flexibly according to perspectives on the data
Acceptance criterion 1: determine organisation level for reporting
Given that data of a type is available from multiple Practices within the Federation
And there are audiences wanting output at different Organisational levels
And the data allows the identification of different reporting levels
And the report has been configured to determine the reporting level
When the report is run
Then data is output at the reporting level (e.g. Practice or CCG) according to the report design
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability: None |
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Suppliers will have to attain compliance with these Standards during the compliance stage before they can be live on a framework with this Capability: |
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amend existing reportsGiven the Health or Care Professional is permitted to manage reports When the Health or Care Professional selects to amend a report Then the report is amended E00346 - configure display of report resultsAs a Health or Care Professional I want to configure how the results of reports are displayed So that I can view the report results in the most appropriate way Acceptance criterion 1: configure display of report resultsGiven the Health or Care Professional is permitted to view report results When the Health or Care Professional selects to configure the display of the report results Then the report results are displayed as configured
E00347 - schedule the automated running of reportsAs a Health or Care Professional I want to schedule the automated running of reports So that I do not have to run the reports manually Acceptance criterion 1: create report scheduleGiven the Health or Care Professional is permitted to run reports When the Health or Care Professional selects to schedule the automatic running of a report Then the report is scheduled Acceptance criterion 2: automatically run reportGiven a report has been scheduled to automatically run When the scheduled time is reached Then the report is run automatically
E00348 - save locally defined reportsAs a Health or Care Professional I want to save locally defined reports So that the report criteria do not need to be defined each time the report is run Acceptance criterion 1: save locally defined reportsGiven the Health or Care Professional is permitted to manage locally defined reports When the Health or Care Professional selects to save a locally defined report Then the report is saved E00350 - export report resultsAs a Health or Care Professional I want to export report results So that reports can be viewed outside of the Solution Acceptance criterion 1: export report resultsGiven the Health or Care Professional is permitted to export report results When the Health or Care Professional selects to export the report results Then the report results are exported
E00352 - share access to a report within my Health or Care OrganisationAs a Health or Care Professional I want to share access to a report with other users in my Health or Care Organisation So that other users in my Health or Care Organisation can use the report Acceptance criterion 1: share access to a report within my Health or Care OrganisationGiven the Health or Care Professional is permitted to create reports When the Health or Care Professional selects to share access to a report within their Health or Care Organisation Then access to the report is shared with other users E00356 - perform analyticsAs a Health or Care Professional I want to perform analytics So that I can visualise the data, gain insights and identify trends Acceptance criterion 1: perform analyticsGiven the Health or Care Professional is permitted to perform analytics When the Health or Care Professional selects to perform analytics Then analytics are performed
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Items on the Roadmap which impact or relate to this Capability |
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