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Pilot readiness pack · minimum data specification

Use the minimum data needed to answer the pilot questions safely.

This is a logical data specification, not a demand for one particular NHS system or API. Local discovery should map these fields onto the provider's existing EPR, GP, pharmacy, eMAR, prescribing, dispensing, finance and pathway systems.

PrincipleMinimum

Data minimisation

Collect only fields required for detection, ownership, evaluation and safety.
IdentityPseudo

Pseudonymise where possible

Identifiable access only where the live clinical workflow genuinely requires it.
ProvenanceAlways

Source stays visible

Conflicts are reconciled, never silently overwritten.
RefreshFit

Frequency follows use case

Near-live only where needed; batch is acceptable for many evaluation measures.
Logical field set

What the pilot needs and why.

Exact names, formats and interfaces are resolved during local technical discovery.

Data domainMinimum fieldsProductPurposeClassPriority
Patient linkageStable pseudonymous person identifierAllLink events across settings without exposing unnecessary demographics.Pseudonymised preferredRequired
Medication identitydm+d concept / local code, name, strength, formAllMatch the same medicine across prescribing, dispensing and administration systems.Clinical dataRequired
Medication stateActive / stopped / changed / held plus effective timestampMedicine LoopEstablish the latest authorised state and detect conflicts.Clinical dataRequired
Change provenanceSource organisation, author role, timestamp, reason where availableMedicine LoopShow who changed what, when and why; support reconciliation rather than silent overwrite.Clinical dataRequired
Downstream ownerGP / pharmacy / care home / community / other responsible serviceMedicine LoopAssign acknowledgement and reconciliation to the right workflow.OperationalRequired
Acknowledgement / closureReceived, reviewed, reconciled, rejected, reason, timestampsMedicine LoopMeasure whether the medication-change loop actually closed.OperationalRequired
Prescription / repeat stateIssue date, quantity, repeat status, prescribed dose where availableWasteGuardEstablish what was authorised and whether an old repeat remains active.Clinical/operationalRequired
Dispensing historyDispensed date, quantity, status, pharmacy identifierWasteGuardCalculate cumulative supply and determine whether another item is plausibly required.OperationalRequired
Patient-held stock/useStructured confirmation or locally available proxyWasteGuardImprove precision where stock accumulation or non-use is suspected.Patient-reported / operationalOptional initially
Pathway episodeMedicine, indication/pathway, route, formulation, location, administration dateResource IntelligenceDefine the treatment pathway being compared.Clinical/operationalRequired
Staff resourcePreparation / administration minutes by relevant staff groupResource IntelligenceMeasure actual resource change rather than assuming published effects apply locally.OperationalRequired for selected pathway
Facility resourceChair time, bed time or treatment-space durationResource IntelligenceMeasure reusable capacity where relevant.OperationalRequired if claimed
Medicine/resource costAcquisition cost, consumables and agreed local costing basisResource Intelligence / WasteGuardClassify financial effect transparently.FinanceRequired for £ claims
Unused preparationPrepared, not administered, reason, disposition and valueResource IntelligenceMeasure avoidable preparation loss and root causes.OperationalOptional workstream
Safety / balancingIncident, urgent supply, escalation, relevant attendance/readmission proxyAllEnsure apparent productivity does not conceal harm or access problems.Clinical/operationalRequired
Likely NHS source categories

Map locally rather than assuming one national architecture.

Primary care

GP prescribing / repeat record

Medication list, repeat state, issue history, medication review and reconciliation outcomes where available.

Acute / specialist

EPR, ePMA and discharge

Authorised medication changes, discharge medicines, administration and pathway activity.

Pharmacy

Dispensing / DMS / local systems

Actual supply, quantity, timing, interventions and acknowledgement workflow.

Care

eMAR / care-home workflow

Administration state, stock/use signals and reconciliation actions where included.

Pathway

SACT / aseptic / treatment systems

Preparation, route, administration, chair/bed use, cancellations and unused preparations.

Value

Finance / costing / workforce

Local cost basis and staff/capacity measures required to validate benefit claims.

Refresh model

Not everything needs real-time integration.

  • Medication-change events: near-live or sufficiently prompt to support safe downstream reconciliation.
  • Dispensing / repeat signals: daily or event-driven where practical.
  • Resource pathway measures: batch extracts may be adequate for baseline and evaluation.
  • Finance validation: periodic agreed extracts are usually sufficient.
  • Safety outcomes: cadence agreed with the clinical safety/evaluation team.
Fallback principle

Missing data should reduce confidence, not trigger invention.

If a required field is unavailable, the pilot should either use an agreed proxy with its limitation recorded, narrow the use case, or classify the event as not evaluable.

Access and governance

Separate analytics access from clinical-action access.

Analytics

Prefer pseudonymised datasets

Baseline, opportunity sizing and most evaluation work should not require direct identifiers.

Clinical workflow

Minimum identifiable access

Where a professional must act on an individual case, access should be role-based, auditable and limited to that workflow.

Audit

Provenance is part of the data model

Source, timestamp, author/role, action and resolution history should be retained according to the agreed governance model.

Technical discovery acceptance

Before shadow mode begins, answer these questions.

  • Can the same patient and medicine be linked safely across participating systems?
  • Can an authorised medication change be distinguished from a local stale state?
  • Can the responsible downstream organisation or workflow be identified?
  • Can actual dispensing be distinguished from prescribing intent?
  • Can the selected resource pathway be measured consistently before and after intervention?
  • Can staff workload and safety balancing measures be captured?
  • Can finance validate the costing method used for any £ claim?
  • Can every data item and decision be traced back to its source?
Pilot readiness gate

If the minimum fields cannot be supplied reliably, narrow the pilot before adding complexity.

A smaller evaluable cohort is more valuable than a large pilot built on uncertain medication state or untraceable benefit assumptions.