Horizon · Playbook 80

Joining up with the NHS Single Patient Record

Records that are clean, matched and published to national standards before the Single Patient Record arrives. AI finds the problems; people fix them, and nothing merges itself.

  • Event-driven integration
  • Retrieval (RAG)
  • Human in the loop
  • Health Bill (SPR)
  • UK GDPR
  • Caldicott principles
  • National data opt-out
  • Information standards
  • DSPT
  • DCB0129 / DCB0160

At a glance

The problem
Patient data sits in several systems with local codes, gaps and duplicates, and the Single Patient Record will show every flaw to clinicians elsewhere
Typical volume
Around 900,000 patient records across an EPR, a community system, maternity and pharmacy, with 2 million clinical events a month
Who's involved
Chief clinical information officer, Caldicott Guardian, data quality and clinical coding teams, integration team, EPR supplier, IG and DPO, the shared care record partnership
Pilot
10–12 weeks on one pathway, after a 3–4 week discovery
Platforms
AWS, Azure, or a sovereign or on-prem stack

An illustrative scenario. The numbers are typical examples, not a client case study. The cloud services and UK rules were checked on 9 November 2026.

The business problem

The Single Patient Record is coming, and the legal basis is going through Parliament now. The Health Bill (in Lords committee as of 9 November 2026) gives the Secretary of State power to make regulations that set up a system making patient information readily available to patients and to the people caring for them. The regulations can require providers to share information, can say that sharing under them doesn't breach a duty of confidence, and can allow financial penalties. The government's fact sheet says data will, where possible, stay in the systems where it was created, with the Single Patient Record connecting to existing patient records and shared care records rather than replacing them.

For a trust, that means its records will be read by clinicians who have never seen its systems. Today they live in an EPR, a community system, a maternity system and a pharmacy system, each with its own local codes. Some patients have two hospital numbers. Some emergency and unknown patients never had their NHS number traced. Allergies are recorded as free text in one system and coded in another. Inside the trust, staff know these quirks and work around them. Once the record is shared, a duplicate, a wrong allergy or a medicine with a local name follows the patient across England.

The timetable is tight and the detail isn't settled. The government's target is the Single Patient Record in the NHS App by December 2028, starting with maternity and frailty, and NHS England is still testing technical approaches. Trusts can't wait for the regulations to start on data quality, matching and standards, because that work takes years. They also can't build to an architecture nobody has chosen. The answer is to fix what is certain to matter: verified NHS numbers, national codes, standard FHIR resources and clean audit trails.

What AI changes

  • Every record is checked against the trust's data quality rules and the national FHIR UK Core profiles, and problems are queued for the right team with the evidence, not found by a clinician in another trust.
  • NHS numbers are traced and verified against the Personal Demographics Service, and possible duplicates are found by deterministic rules. Certain matches are confirmed by the rules; anything uncertain goes to a person.
  • Local codes for diagnoses, allergies and medicines get suggested SNOMED CT and dm+d mappings, with the evidence, for the clinical coding team to approve.
  • Clinical changes are published as events in standard FHIR resources through the integration engine, so the trust can feed its shared care record now and the Single Patient Record when it arrives.
  • Clinicians can ask questions of the shared record from inside the EPR and get answers with links to the source entries. Retrieval is read-only, limited to what their role allows, and every query is logged.
  • People stay in control: the AI never merges records, never changes clinical data, and never decides who a patient is.

How success is measured

Agree these, and measure the baseline, before anything is built. Example targets are typical, not promises.

Verified NHS numbers

Share of active patient records with an NHS number traced and verified against the Personal Demographics Service.

ExampleAbove 99.5%

Open possible duplicates

Possible duplicate records waiting for review, and how long they wait.

ExampleFalling month on month, none older than 30 days

Coded with national terminologies

Share of allergies, diagnoses and medicines recorded with SNOMED CT or dm+d codes, not local codes or free text.

ExampleAbove 95% for the pilot pathway

FHIR UK Core validation pass rate

Share of published resources that pass validation against the UK Core profiles first time.

ExampleAbove 98%

Mapping suggestions accepted

How often the coding team accepts a suggested mapping. Very high can mean people have stopped checking.

ExampleStable, and reviewed monthly

Audited record access

Share of retrieval queries made by a user with a recorded care relationship to the patient, checked by sampling.

ExampleEvery query logged; exceptions investigated

UK regulation and controls

Cross-sector rules are on the UK regulation map.

  • Parliament / DHSCHealth Bill, clause 52 (new sections 250E and 250F of the NHS Act 2006)

    Going through Parliament. Regulations will say who must share what, and can override the duty of confidence for that sharing and allow financial penalties, with a notice, a chance to respond and an appeal to the First-tier Tribunal. The Secretary of State must consult before making them. Build the publishing pipeline so what is shared is configuration, ready for whatever the regulations require.

  • DHSC / NHS EnglandThe Single Patient Record design (fact sheet, May 2026; NHS England programme page)

    Data stays at source where possible, connecting existing records and shared care records. Access is tiered and role-based with audit trails. GPs and hospitals stay responsible for the data they hold, and future responsibility arrangements are still being worked out. Keep your own system as the master, publish from it, and keep an audit trail you can hand over.

  • ICOUK GDPR, the Data Protection Act 2018 and the common law duty of confidentiality

    Sharing for direct care sits on public task and health care conditions (Articles 6(1)(e) and 9(2)(h)). Until the regulations are made, the existing rules apply in full. A DPIA covers the data quality work, the matching and the retrieval assistant, and nothing is processed outside UK regions.

  • National Data Guardian / NHS EnglandThe Caldicott principles and the national data opt-out

    The eight Caldicott principles (December 2020) apply: use the minimum necessary, on a need-to-know basis, and tell patients. The national data opt-out doesn't apply to direct care. The fact sheet says the Bill creates no new route for planning or research uses: those still need an existing legal basis, where the opt-out can apply. So the retrieval assistant serves direct care only.

  • DHSC / NHS EnglandInformation standards (Data (Use and Access) Act 2025, section 121 and Schedule 15)

    In force since 5 February 2026, the information standards for health and adult social care now reach IT providers, not just care providers. Conform to FHIR UK Core, SNOMED CT, dm+d and the NHS number standard, and ask your EPR supplier for evidence of conformance. The Health Bill moves NHS England's information functions to the Secretary of State.

  • NHS EnglandDSPT and DCB0129 / DCB0160

    The new integration and AI services are covered in the trust's annual Data Security and Protection Toolkit submission. Matching, mapping and publishing errors are clinical hazards, so they go in a hazard log and safety case owned by a clinical safety officer. The clinical safety standards are under review (consultation closed 11 September 2026).

The solution

Showing AWSAzuresovereign / on-prem services. Switch with the toggle; every diagram and table on this page follows it.

Joining up with the NHS Single Patient Record: reference architecture
  1. 01Channels

    • Clinicians in the EPR
    • Patients in the NHS App
    • Single Patient Record and shared care record
  2. 02Intake

    • API GatewayAPI ManagementKong, or your existing API gatewayClinical change events
    • AWS HealthLakeAzure Health Data Services FHIR serviceAn open-source FHIR server (e.g. HAPI FHIR) on KubernetesFHIR store (UK Core)
    • Amazon S3Blob StorageCeph, or IONOS S3 Object StorageData quality findings and evidence
  3. 03Intelligence

    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on KubernetesData quality and matching agent
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on KubernetesCode mapping assistant
    • Agent
      Bedrock Knowledge BasesFoundry IQ (Azure AI Search)OpenSearch, or PostgreSQL with pgvectorRecord retrieval (read-only)
  4. 04Orchestration

    • Step FunctionsLogic Apps / Durable FunctionsTemporalPublishing and review workflow
    • EventBridge + SQSEvent Grid + Service BusApache Kafka or RabbitMQEvents and queues
  5. 05Systems of record

    • EPR, community, maternity and pharmacy systems
    • Personal Demographics Service
    • Integration engine
  6. 06People

    • Person
      Data quality team: matches and merges
    • Person
      Clinical coding: approves mappings
    • Person
      Caldicott Guardian and IG
  • Cloud or platform service (AWSAzuresovereign / on-prem)
  • AI agent
  • A person decides
  • Your existing systems
  • Outside your organisation

Components, side by side

Joining up with the NHS Single Patient Record: components on AWS, Azure and a sovereign or on-prem stack
LayerAWSAzureSovereign / on-prem
Events from clinical systemsUse the integration engine you already run. It already knows your systems' messages; the new work is publishing them as FHIR.API Gateway, EventBridgeAPI Management, Event GridKong or your existing API gateway; Apache Kafka
FHIR store and facadeProfile everything against FHIR UK Core. Azure API for FHIR retired on 30 September 2026; new builds use the FHIR service in Azure Health Data Services.AWS HealthLakeAzure Health Data Services FHIR serviceAn open-source FHIR server (e.g. HAPI FHIR) on Kubernetes
Record matchingDeterministic rules on a verified NHS number and agreed demographics. No machine-learning auto-merge: uncertain cases go to a person.AWS Entity Resolution (rule-based matching only), plus PDS lookupsRules in Azure Functions, plus PDS lookupsRules in your integration engine or a small matching service, plus PDS lookups
TerminologyMappings are suggested with evidence and approved by clinical coding. Keep the approved map versioned.The NHS England terminology server, called from the workflowThe NHS England terminology server, called from the workflowThe NHS England terminology server, or a local copy of SNOMED CT and dm+d releases
Reasoning and summariesExplains data quality findings and drafts mapping evidence. Both clouds offer a choice of models, including Claude.Amazon BedrockMicrosoft FoundryOpen-weight models served with vLLM on your own GPUs, or IONOS AI Model Hub
Retrieval over the recordRead-only, filtered by the user's role and care relationship at query time, and every answer links to its source entries.Bedrock Knowledge BasesFoundry IQ, built on Azure AI SearchOpenSearch, or PostgreSQL with pgvector
Agent runtimeThe original Bedrock Agents closed to new customers on 30 July 2026; new builds use AgentCore.Amazon Bedrock AgentCoreFoundry Agent ServiceAn open-source agent framework (e.g. LangGraph) on Kubernetes
WorkflowPublishing is deterministic and doesn't depend on the AI. If the agents are switched off, records still flow.AWS Step FunctionsLogic Apps or Durable FunctionsTemporal
Middleware and eventsAmazon EventBridge, SQSEvent Grid, Service BusApache Kafka or RabbitMQ
GuardrailsThe retrieval assistant refuses to answer without a source and never gives treatment advice.Bedrock GuardrailsFoundry guardrails (Azure AI Content Safety)Open-source guardrails (e.g. NeMo Guardrails, Llama Guard)
Identity, keys, data protectionAccess decisions use the user's role and care relationship from the EPR, enforced by the platform, not by the prompt.IAM Identity Center, KMS, Macie, Amazon Verified PermissionsEntra ID, Key Vault, PurviewKeycloak or your existing Active Directory; OpenBao or HashiCorp Vault; an HSM
Monitoring and auditLog every query, every finding, every suggested and approved mapping, every match decision and who made it.CloudWatch, CloudTrailAzure Monitor, Log AnalyticsPrometheus, Grafana, OpenTelemetry
UK data residencyThis is NHS patient data. Expect UK residency to be required, so an EU-hosted option may not fit.eu-west-2 (London)UK South / UK WestYour own UK data centre, or a UK or EU provider (IONOS AI Model Hub runs in Germany)

On a phone, the table shows the platform you pick. Sovereign / on-prem means open, portable components you can run in your own data centre or with a UK or European provider; IONOS is shown as one example, and others exist. What sovereign cloud means →

Hybrid and on-prem

Many organisations keep core systems and sensitive data on their own servers. This is how the same design works across both.

Stays on-prem

The EPR, the community, maternity and pharmacy systems, and the integration engine stay where they are. Many trusts also keep the FHIR facade on-prem, close to the EPR. Merges, unmerges and clinical changes are only ever made in the source systems, by people.

Uses cloud AI

Data quality analysis, mapping suggestions and the retrieval assistant can run in a UK cloud region, or on the trust's own GPUs for the sovereign option. They work on extracts and the FHIR store, never with write access to a clinical system.

How they connect

Through the integration engine and an API gateway, over a private link such as AWS Direct Connect or Azure ExpressRoute, or the HSCN where national services require it. Findings and suggestions come back as tasks in the teams' existing work queues.

If the link drops

Publishing to the shared care record carries on, because it runs through the integration engine and doesn't depend on the AI. Data quality checks and mapping suggestions pause and catch up later. Clinicians use the record viewers they already have.

The agents

What each agent may do through its tools, what it may not, and where a person signs off. The limits are enforced by the platform, not the prompt.

Data quality and matching agent

May do

  • Check records against the trust's data quality rules and FHIR UK Core profiles
  • Trace NHS numbers against the Personal Demographics Service
  • Run the agreed deterministic matching rules and record the result
  • Queue possible duplicates and uncertain matches for review, with the evidence side by side
  • Explain each finding in plain English and suggest a fix

May not do

  • Merge or unmerge patient records
  • Change an NHS number, demographics or any clinical data
  • Decide an uncertain match
  • Publish or withhold a record from the shared record

Where a person signs offA trained member of the data quality team decides every uncertain match and makes every merge in the source system. The agent's permissions are enforced by the platform's identity and policy controls, not by instructions in a prompt.

Code mapping assistant

May do

  • Find local codes and free text that aren't mapped to SNOMED CT or dm+d
  • Look up candidate codes on the terminology server
  • Suggest a mapping with its evidence and how often the local code is used
  • Flag mappings that would change the meaning of past entries

May not do

  • Approve a mapping
  • Recode historical clinical entries
  • Change the approved map

Where a person signs offThe clinical coding team approves every mapping, and a clinician reviews any that affect allergies, medicines or safety alerts.

Record retrieval assistant (read-only)

May do

  • Answer a clinician's question from the record they are allowed to see
  • Link every statement to its source entry, system and date
  • Say clearly when the record doesn't contain an answer

May not do

  • Write to, or change, any record
  • Return data beyond the user's role and care relationship
  • Run bulk or population-level queries
  • Recommend a diagnosis or treatment

Where a person signs offThe clinician reads the sources and makes every decision. The Caldicott Guardian's team samples the access log every month.

Middleware and integration

The integration engine stays the hub. It already receives admissions, results, medicines and discharge messages from each system. The new layer turns those into FHIR UK Core resources, validates them, and publishes them as events: to the shared care record now, and to the Single Patient Record when its interfaces are published. Every event carries an ID, so a retry never creates a duplicate entry.

Matching runs before publishing. A record goes out only with an NHS number traced against the Personal Demographics Service. Records that fail wait in a queue for the data quality team, and the integration engine keeps working for everything else.

Consuming works the same way in reverse. Data from the shared record is read through its published interfaces, cached only as the data sharing agreement allows, and shown in the EPR with its source. The retrieval assistant indexes only what the user could already see, and checks permissions again at query time.

Process and people

  • A data quality team with named owners for matching, NHS number tracing and duplicates, and a clear rule: only people merge records, and only in the source system.
  • A terminology board, led by clinical coding with a clinician, that approves mappings and keeps the map versioned.
  • A clinical safety officer who owns the hazard log for matching, mapping, publishing and retrieval.
  • A monthly access audit of the retrieval assistant, run by the Caldicott Guardian's team.
  • A single readiness owner who tracks the Bill, the regulations and NHS England's interface specifications, and turns them into backlog items.
  • Clinicians trained before go-live on what the shared record shows, where it came from, and what the assistant can't see.

Delivery plan

  1. 3–4 weeks

    Discovery

    Profile data quality across every system, measure NHS number coverage and duplicates, map today's integration flows, and agree the first pathway with the shared care record partnership.

  2. Gate · must be true to passBaseline agreed, Caldicott Guardian and IG support, clinical safety officer named, DPIA and hazard log started.

  3. 10–12 weeks

    Pilot

    One pathway, such as maternity or frailty: data quality checks, matching and mapping suggestions in shadow mode, and FHIR publishing to a test endpoint.

  4. Gate · must be true to passValidation pass rate and matching accuracy within agreed limits, no unreviewed uncertain matches, coding team sign-off.

  5. 6–8 weeks

    Production

    Live publishing for the pilot pathway to the shared care record, with data quality queues running and the retrieval assistant for a small clinical group.

  6. Gate · must be true to passMonitoring, support model, rollback plan, access audit and clinician training in place.

  7. Ongoing

    Scale

    Add pathways, then connect to the Single Patient Record as its interfaces and regulations are published.

  8. Gate · must be true to passEach new pathway passes the same pilot gate.

Roles and RACI

Who is responsible, accountable, consulted and informed, by activity
ActivityChief clinical information officerProduct ownerSolutions architectI can fill thisTechnical PMI can fill thisEngineersI can fill thisClinical safety officerCaldicott Guardian & IGSecurityI can fill this
Readiness plan and benefitsAccountableResponsibleConsultedConsultedInformedConsultedConsultedInformed
Target architecture and integrationConsultedConsultedAccountable and ResponsibleConsultedConsultedConsultedConsultedConsulted
Matching rules and merge processAccountableResponsibleConsultedInformedConsultedConsultedConsultedInformed
DPIA, data sharing and access auditConsultedConsultedConsultedInformedInformedConsultedAccountable and ResponsibleConsulted
Clinical safety case and hazard logAccountableConsultedConsultedInformedConsultedResponsibleInformedConsulted
Build, FHIR profiling and integrationInformedConsultedAccountableResponsibleResponsibleConsultedInformedConsulted
Go-live decisionAccountableResponsibleConsultedResponsibleInformedConsultedConsultedConsulted
Run, monitor and improveAccountableResponsibleConsultedConsultedResponsibleConsultedConsultedConsulted

Readiness plan and benefits

Chief clinical information officer
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
I · Informed
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
C · Consulted
Security
I · Informed

Target architecture and integration

Chief clinical information officer
C · Consulted
Product owner
C · Consulted
Solutions architect
A/R · Accountable and Responsible
Technical PM
C · Consulted
Engineers
C · Consulted
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
C · Consulted
Security
C · Consulted

Matching rules and merge process

Chief clinical information officer
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
C · Consulted
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
C · Consulted
Security
I · Informed

DPIA, data sharing and access audit

Chief clinical information officer
C · Consulted
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
I · Informed
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
A/R · Accountable and Responsible
Security
C · Consulted

Clinical safety case and hazard log

Chief clinical information officer
A · Accountable
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
C · Consulted
Clinical safety officer
R · Responsible
Caldicott Guardian & IG
I · Informed
Security
C · Consulted

Build, FHIR profiling and integration

Chief clinical information officer
I · Informed
Product owner
C · Consulted
Solutions architect
A · Accountable
Technical PM
R · Responsible
Engineers
R · Responsible
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
I · Informed
Security
C · Consulted

Go-live decision

Chief clinical information officer
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
R · Responsible
Engineers
I · Informed
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
C · Consulted
Security
C · Consulted

Run, monitor and improve

Chief clinical information officer
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
R · Responsible
Clinical safety officer
C · Consulted
Caldicott Guardian & IG
C · Consulted
Security
C · Consulted

R ResponsibleA AccountableC ConsultedI Informed· not involved

Where I'd fit

Option A

Lead the architecture

If there's no architect on the programme, I'd own the readiness design end to end: the integration engine's FHIR layer, the matching and data quality workflow, the retrieval assistant and the gates, working closely with your Caldicott Guardian and clinical safety officer. I'd report to your programme board and your chief clinical information officer.

Option B

Support your architect

If your partner, your EPR supplier or your own team already has an architect, I'd take on the event publishing, the matching workflow and the data quality agents under their lead, and give them a second senior opinion on FHIR profiling, security and the clinical safety evidence.

Where this goes wrong

  1. Goes wrong

    Two patients with similar names are merged automatically, and one inherits the other's allergies.

    How the design avoids it

    Deterministic rules on a verified NHS number, a person for every uncertain match, and merges only in the source system.

  2. Goes wrong

    A local allergy code is mapped to the wrong SNOMED CT concept, and the error spreads to every system reading the record.

    How the design avoids it

    Suggestions with evidence, approval by clinical coding with a clinician for safety-critical codes, and a versioned map.

  3. Goes wrong

    The trust builds to a guess about the national architecture, and has to rebuild when it is chosen.

    How the design avoids it

    Invest in what any approach needs: verified NHS numbers, national codes, UK Core resources and events. Keep the connection to the national service thin.

  4. Goes wrong

    The retrieval assistant becomes a way to browse records without a care relationship.

    How the design avoids it

    Permissions checked at query time by the platform, no bulk queries, and a monthly access audit.

  5. Goes wrong

    Data quality is treated as a one-off clean-up before go-live.

    How the design avoids it

    Checks run on every change, with owners and queues, so new errors are caught as they are made.

On the horizon

Changes already announced or under way that affect this design. More in the UK horizon scan.

  1. Going through Parliament
    The Health Bill is in Lords committee, with sittings to 25 November 2026. Once passed, regulations under the new sections 250E and 250F will set who must share what, after consultation.

    Respond to the consultation through your partnership, and keep what you publish as configuration so the regulations become a change, not a rebuild.

  2. By March 2027
    The government's fact sheet aims for clinicians to have better access to records for at least 80% of patients through connected shared care records.

    Publish your pilot pathway to your shared care record now. It is the route the Single Patient Record plans to connect to.

  3. From April 2027 (planned)
    The government plans to complete moving NHS England's functions, including its data and digital functions and national systems such as the NHS App, Spine and the Personal Demographics Service, into DHSC, subject to the Bill.

    Check that onboarding agreements, data sharing agreements and contracts name the right body, and track interface changes.

  4. By December 2028
    The government's target is to launch the Single Patient Record in the NHS App, with a core data set for all patients and maternity and frailty data first.

    Get the maternity and frailty data clean and coded first, since patients will see it too.

  5. By 2030
    The fact sheet aims for the full range of data to be available for the whole population, adding pathways such as cancer and mental health over time.

    Plan the data quality and mapping work pathway by pathway, reusing the same pipeline.

Questions to ask your partner or vendor

Good answers are specific. Vague answers to any of these are worth following up.

Copy them into your next supplier meeting

  1. What share of our active records have a verified NHS number today, and who owns the rest?
  2. Which of our records would a clinician elsewhere misread, and how would we know?
  3. Who decides an uncertain match, and where is that decision recorded?
  4. Which parts of this design depend on a national architecture that hasn't been chosen yet?
  5. How does the retrieval assistant know what a user is allowed to see, and who checks?
  6. What does it cost to run per million events, at our volume, and what happens when the AI is switched off?

Planning something like this?

Whether you need someone to lead the design or to support the architect you already have, let's talk it through.

Sam Naseem
Sam NaseemBirmingham, UK · UK & Europe
Available now