Community pharmacy · Playbook 70

Pharmacy First consultation support

Every Pharmacy First consultation captured against the pathway, recorded fully, sent to the GP and claimed correctly. The pharmacist makes every clinical decision.

  • Retrieval (RAG)
  • Speech and voice
  • Agents with tools
  • Human in the loop
  • NHS Pharmacy First spec
  • NHSBSA
  • GPhC
  • DCB0129 / DCB0160
  • MHRA
  • UK GDPR

At a glance

The problem
Pharmacists run a consultation, then write it up, notify the GP and make sure it's claimed, between other patients
Typical volume
Around 15,000 Pharmacy First consultations a month across 400 branches
Who's involved
Superintendent pharmacist, branch pharmacists, clinical governance, the clinical IT supplier, NHS claims team, data protection
Pilot
8–10 weeks in 10–15 branches, after a 3–4 week discovery
Clouds
AWS or Azure, UK regions

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

Pharmacy First has become a large part of the working day. There are seven clinical pathways, each with its own age range: sinusitis (12 and over), sore throat (5 and over), acute otitis media (1 to 17), infected insect bites and impetigo (1 and over), shingles (18 and over) and uncomplicated urinary tract infection in women aged 16 to 64. On top of these come minor illness consultations and urgent medicine supplies, both of which need an electronic referral from NHS 111, a GP practice or another NHS service.

Each consultation has the same shape. The pharmacist checks the gateway criteria, follows the pathway, supplies under the PGD or clinical protocol (or, since 29 October 2026, prescribes, if they are an approved independent prescriber in an approved pharmacy), writes the record, makes sure the GP is told, and makes sure the consultation is claimed. In a busy branch the write-up happens between patients. Records end up thin, red flags and onward referrals are recorded inconsistently, and gaps are found weeks later when someone reconciles the claim.

The money and the rules both depend on getting this right. Each consultation earns a £17 fee, and the monthly fixed payment of £500 or £1,000 depends on reaching 20 or 30 clinical pathway consultations that crossed the gateway point and reached a pathway outcome. The updated service specification of 29 October 2026 strengthened record keeping and post-payment verification, and unsubstantiated payments can be recovered. Missed claims lose income; claims a record can't support are a bigger problem.

What AI changes

  • The assistant shows the pharmacist the right pathway, its gateway criteria and the current PGD or prescribing guidance, drawn from the documents the group has approved, not from general knowledge.
  • As the consultation goes, it prompts for the details the pathway needs and highlights anything missing, including age and exclusion criteria.
  • Red flags and onward-referral criteria from the pathway are shown when the answers recorded match them, so the pharmacist sees them before deciding, not after.
  • The clinical record and the GP notification are drafted for the pharmacist to check, edit and sign. Nothing is filed until they do.
  • Before each month's claim is submitted, every consultation is reconciled against the claim data, and gaps go back to the pharmacist who saw the patient.
  • The pharmacist makes every clinical decision: whether the patient fits the pathway, what to supply or prescribe, and when to refer. The AI never diagnoses, prescribes or supplies.

How success is measured

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

Time on the write-up

Pharmacist time spent recording after the patient has left.

ExampleDown by half

Record completeness

Share of records with every field the pathway requires, checked by a weekly audit sample.

ExampleAbove 95%

Red flags recorded and acted on

Where pathway red-flag criteria were met, was the referral or safety-netting recorded? Audited, not self-reported.

ExampleEvery case in the audit sample

Draft edit rate

How much pharmacists change the drafts. Very high means it isn't helping; near zero can mean drafts are being signed unread.

ExampleStable, and reviewed weekly

Claims reconciled before submission

Consultations matched to the claim data before the deadline, including manual claims for prescribing consultations.

ExampleEvery consultation, every month

Payments recovered after verification

Money clawed back by post-payment verification because a record didn't support the claim.

ExampleFalling, measured against last year

UK regulation and controls

Cross-sector rules are on the UK regulation map.

  • NHS EnglandPharmacy First service specification (updated 29 October 2026)

    Consultations follow the published clinical pathways, the PGDs and clinical protocol, or NHS prescribing for approved prescribers. The assistant works from the current versions, controlled by the clinical governance team, and is re-tested whenever a pathway, PGD or the specification changes. It never creates a referral on a patient's behalf, which the specification now prohibits.

  • NHSBSAManage Your Service claims and post-payment verification

    A consultation is only claimed if the record shows it crossed the gateway point and reached a pathway outcome. The claims check finds gaps and sends them back to the pharmacist. It never creates, changes or submits a claim, and it never fills in a record on someone else's behalf.

  • GPhCStandards for pharmacy professionals and for registered pharmacies

    The pharmacist is accountable for the consultation and the record. Prescribing is done only by pharmacists with the independent prescriber annotation, approved by the ICB under NHS England's professional assurance framework. The design makes the pharmacist's sign-off explicit and logged.

  • NHS EnglandDCB0129 and DCB0160 clinical safety

    If the group builds the assistant, it is the manufacturer under DCB0129 as well as the deploying organisation under DCB0160. That means a clinical safety officer, a hazard log and a clinical safety case before the pilot. The standards are under review, so watch for revised versions.

  • MHRASoftware and AI as a medical device

    MHRA guidance (July 2026) says tools that transcribe, summarise or draft for clinician review are generally not medical devices, but tools intended to support diagnosis or treatment can be. Keep the intended purpose narrow and written down: red-flag prompts are the pathway's own published criteria, shown to the pharmacist, not the AI's own clinical judgement. Get a regulatory view on this in discovery.

  • ICOUK GDPR, the Data Protection Act 2018 and the DSPT

    Consultation records are special category health data. That means a DPIA before the pilot, processing in UK regions, a clear retention period, and a contract that stops providers training their models on your data. If audio is used, patients are told clearly and can say no, in line with NHS England's ambient scribing guidance. The new system is covered in the group's annual Data Security and Protection Toolkit submission.

The solution

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

Pharmacy First consultation support: reference architecture
  1. 01Channels

    • Walk-in patient
    • NHS 111 and GP referrals
    • Video consultation
  2. 02Intake

    • API GatewayAPI ManagementKong, or your existing API gatewayConsultation events
    • Amazon TranscribeAzure Speech in Foundry ToolsOpen-weight speech model (e.g. Whisper)Consultation audio (optional)
    • Amazon S3Blob StorageCeph, or IONOS S3 Object StorageDraft and evidence store
  3. 03Intelligence

    • Bedrock Knowledge BasesFoundry IQ (Azure AI Search)OpenSearch, or PostgreSQL with pgvectorPathways, PGDs and guidance
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on KubernetesConsultation assistant
    • Agent
      Bedrock AgentCoreFoundry Agent ServiceLangGraph on KubernetesClaims check
  4. 04Orchestration

    • Step FunctionsLogic Apps / Durable FunctionsTemporal, or n8nConsultation workflow
    • EventBridge + SQSEvent Grid + Service BusApache Kafka or RabbitMQEvents and queues
  5. 05Systems of record

    • Assured Pharmacy First IT system
    • NHSBSA Manage Your Service
    • GP record (GP Connect Update Record)
  6. 06People

    • Person
      Pharmacist: decides and signs
    • Person
      Central claims team
    • Person
      Clinical governance and safety
  • Cloud or platform service (AWSAzuresovereign / on-prem)
  • AI agent
  • A person decides
  • Your existing systems
  • Outside your organisation

Components, side by side

Pharmacy First consultation support: components on AWS, Azure and a sovereign or on-prem stack
LayerAWSAzureSovereign / on-prem
Intake: events, audio, filesAudio is optional. Many consultations work well with structured prompts alone.API Gateway, Amazon Transcribe, S3API Management, Azure Speech in Foundry Tools, Blob StorageKong or your existing API gateway; open-weight speech models (e.g. Whisper) on your own GPUs; Ceph or IONOS S3 Object Storage
Voice: build or buyThe registry is self-certified, so it isn't a clinical validation. Check its evidence like any other supplier's. Test any speech model on UK accents and busy-branch background noise.Amazon Transcribe, or a product from NHS England's ambient voice supplier registryAzure Speech, or a product from NHS England's ambient voice supplier registryOpen-weight speech models (e.g. Whisper) on your own GPUs, or a registry product that can be hosted privately
Drafting and reasoningBoth clouds offer a choice of models, including Claude and others. Open-weight models need their own testing against the pathways.Amazon BedrockMicrosoft FoundryOpen-weight models served with vLLM on your own GPUs, or IONOS AI Model Hub
Pathway knowledge (retrieval)Only the approved, current pathways, PGDs, protocol and group SOPs. Each answer cites the document and version.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
WorkflowAWS Step FunctionsLogic Apps or Durable FunctionsTemporal, or n8n
Middleware and eventsAmazon EventBridge, SQSEvent Grid, Service BusApache Kafka or RabbitMQ
Link to the clinical IT systemThis decides the design. Agree in discovery what the supplier allows: drafts written into the record, or a side panel the pharmacist copies from.Through the supplier's published APIThrough the supplier's published APIThrough the supplier's published API
GuardrailsBlocks the assistant from naming a medicine or dose that isn't in the pathway or PGD in front of the pharmacist.Bedrock GuardrailsAzure AI Content SafetyOpen-source guardrails (e.g. NeMo Guardrails, Llama Guard)
PlatformManaged AWS servicesManaged Azure servicesKubernetes on-prem (e.g. OpenShift, Rancher), or IONOS Managed Kubernetes
Identity, keys, data protectionPharmacists sign in with the identity they already use. NHS smartcard access stays with the clinical system.IAM Identity Center, KMS, MacieEntra ID, Key Vault, PurviewKeycloak or your existing Active Directory; OpenBao or HashiCorp Vault; an HSM
Monitoring and auditLog every prompt shown, every draft, every edit and every sign-off, with the document versions used.CloudWatch, CloudTrailAzure Monitor, Log AnalyticsPrometheus, Grafana, OpenTelemetry
UK data residencyThis is NHS patient data. Some NHS commissioners and the group's own IG policy may require UK residency, so an EU-hosted option may not fit.eu-west-2 (London)UK South / UK WestYour own UK data centre, or a UK/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 assured Pharmacy First IT system, the PMR and the clinical records stay exactly where they are today, with the clinical IT supplier. So do the flows to Manage Your Service and GP Connect, and NHS smartcard access. The AI never becomes the record.

Uses cloud AI

Drafting, pathway retrieval, optional transcription and the claims check run in the chosen platform: a UK cloud region, or the group's own GPUs for the sovereign option. Only the consultation details needed for a draft are sent, and nothing is kept longer than the agreed retention period.

How they connect

Through the clinical IT supplier's published API and an API gateway, over a private link such as AWS Direct Connect or Azure ExpressRoute from the group's network, or across its own data centre for the sovereign option. Branches reach the assistant the same way they reach the clinical system today.

If the link drops

The consultation carries on safely in the clinical system, exactly as it did before the AI: the pharmacist uses the pathway documents they already have and writes the record themselves. Queued events catch up when the link returns, and the claims check simply runs later in the month.

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.

Consultation assistant

May do

  • Read the referral and the patient details already in the consultation
  • Look up the pathway, PGD, protocol and group SOPs
  • Prompt for missing details and show the pathway's age and exclusion criteria
  • Show red-flag and onward-referral criteria that match what has been recorded
  • Draft the clinical record and the GP notification for the pharmacist

May not do

  • Decide whether the patient fits the pathway
  • Choose, supply or prescribe a medicine, or suggest one outside the pathway
  • Sign, file or send a record or GP notification
  • Make or accept a referral
  • Talk to the patient directly

Where a person signs offThe pharmacist decides and signs every consultation. Drafts stay marked as drafts until they do. The agent's permissions are enforced by the platform's identity and policy controls, not by instructions in a prompt.

Claims check

May do

  • Compare the month's completed consultations with the claim data
  • Flag records missing a gateway outcome or a required field
  • List prescribing consultations that need a manual claim
  • Route each gap to the pharmacist who saw the patient

May not do

  • Create, change or submit a claim
  • Edit a clinical record
  • Create a consultation or referral
  • Suggest how a record could qualify for payment

Where a person signs offBranch and claims staff submit claims, as now. Only the pharmacist who carried out the consultation can complete or correct its record.

Middleware and integration

The assured Pharmacy First IT system stays the clinical record. It already sends data to Manage Your Service through its API and sends the GP a structured summary through GP Connect Update Record, falling back to NHS.net Connect email. The assistant works alongside it and never replaces those flows.

Prescribing consultations work differently for now. Under the interim arrangements from 29 October 2026, they are recorded in a separate prescribing system, the GP is told by secure email because Update Record isn't available for them yet, and each one needs a manual claim. The claims check is designed for both routes, so nothing falls between them.

Events keep the AI decoupled. A started or completed consultation becomes a message on a queue. If the cloud service is slow or down, the pharmacist carries on in the clinical system exactly as before, and drafts catch up later. Nothing is lost or created twice.

Process and people

  • Pharmacists sign every record. A signed record is theirs, whoever drafted it.
  • An exception queue for consultations the claims check can't match, owned by the central claims team, with gaps returned to the branch.
  • A clinical safety officer owns the hazard log. Every change to a pathway, PGD, SOP or model is re-tested before it goes live.
  • A weekly audit of a sample of records, including every case where red-flag criteria were met.
  • A clear policy: missing record details are completed by the pharmacist who saw the patient, never by the claims team.
  • Pharmacists trained before go-live, including what the assistant can't see: the patient in front of them.

Delivery plan

  1. 3–4 weeks

    Discovery

    Map today's consultation and claims process, measure the baseline, agree what the clinical IT supplier allows, and get a regulatory view on intended purpose.

  2. Gate · must be true to passBaseline agreed, supplier route confirmed, clinical safety officer named, DPIA and hazard log started.

  3. 8–10 weeks

    Pilot

    Two or three pathways in 10–15 branches, in shadow mode: the assistant drafts, pharmacists record as normal, and the two are compared.

  4. Gate · must be true to passRecord quality and edit rate within agreed limits, no missed red flags, clinical safety case and superintendent sign-off.

  5. 4–6 weeks

    Production

    Drafts and the claims check go live in the pilot branches, with monitoring, support and a rollback plan.

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

  7. Ongoing

    Scale

    Add pathways and branches in waves, then the prescriber-only pathways and the Pharmacy Contraception Service.

  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
ActivitySuperintendent pharmacistProduct ownerSolutions architectI can fill thisTechnical PMI can fill thisEngineersI can fill thisClinical safety officerIG & DPOSecurityI can fill this
Business case and benefitsAccountableResponsibleConsultedConsultedInformedConsultedInformedInformed
Target architecture and supplier integrationConsultedConsultedAccountable and ResponsibleConsultedConsultedConsultedConsultedConsulted
Clinical safety case and hazard logAccountableConsultedConsultedInformedConsultedResponsibleInformedConsulted
DPIA and DSPTConsultedConsultedConsultedInformedInformedConsultedAccountable and ResponsibleConsulted
Build and integrationInformedConsultedAccountableResponsibleResponsibleConsultedInformedConsulted
Pilot testing on real consultationsAccountableResponsibleConsultedResponsibleResponsibleResponsibleInformedInformed
Go-live decisionAccountableResponsibleConsultedResponsibleInformedConsultedConsultedConsulted
Run, monitor and improveAccountableResponsibleConsultedConsultedResponsibleConsultedConsultedConsulted

Business case and benefits

Superintendent pharmacist
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
I · Informed
Clinical safety officer
C · Consulted
IG & DPO
I · Informed
Security
I · Informed

Target architecture and supplier integration

Superintendent pharmacist
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
IG & DPO
C · Consulted
Security
C · Consulted

Clinical safety case and hazard log

Superintendent pharmacist
A · Accountable
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
C · Consulted
Clinical safety officer
R · Responsible
IG & DPO
I · Informed
Security
C · Consulted

DPIA and DSPT

Superintendent pharmacist
C · Consulted
Product owner
C · Consulted
Solutions architect
C · Consulted
Technical PM
I · Informed
Engineers
I · Informed
Clinical safety officer
C · Consulted
IG & DPO
A/R · Accountable and Responsible
Security
C · Consulted

Build and integration

Superintendent pharmacist
I · Informed
Product owner
C · Consulted
Solutions architect
A · Accountable
Technical PM
R · Responsible
Engineers
R · Responsible
Clinical safety officer
C · Consulted
IG & DPO
I · Informed
Security
C · Consulted

Pilot testing on real consultations

Superintendent pharmacist
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
R · Responsible
Engineers
R · Responsible
Clinical safety officer
R · Responsible
IG & DPO
I · Informed
Security
I · Informed

Go-live decision

Superintendent pharmacist
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
R · Responsible
Engineers
I · Informed
Clinical safety officer
C · Consulted
IG & DPO
C · Consulted
Security
C · Consulted

Run, monitor and improve

Superintendent pharmacist
A · Accountable
Product owner
R · Responsible
Solutions architect
C · Consulted
Technical PM
C · Consulted
Engineers
R · Responsible
Clinical safety officer
C · Consulted
IG & DPO
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 design end to end: how the assistant sits beside your assured clinical system, the integration with your supplier, the claims check and the gates, working closely with your clinical safety officer. I'd report to your programme board and your superintendent pharmacist.

Option B

Support your architect

If your partner, your clinical system supplier or your own team already has an architect, I'd take on the knowledge base, the agents and the claims reconciliation under their lead, and give them a second senior opinion on integration, security and the clinical safety evidence.

Where this goes wrong

  1. Goes wrong

    The assistant answers from general knowledge, not the current pathway or PGD.

    How the design avoids it

    Retrieval from approved, versioned documents only, citations on every prompt, and guardrails on medicines and doses.

  2. Goes wrong

    Red-flag prompts slide into clinical advice, and the tool becomes a medical device without anyone deciding it should.

    How the design avoids it

    A narrow, written intended purpose, prompts drawn from the pathway's own criteria, and a regulatory view before the pilot.

  3. Goes wrong

    Pharmacists sign drafts without reading them.

    How the design avoids it

    Drafts that are short and specific, an edit-rate measure, and a weekly audit that reads the records against the consultations.

  4. Goes wrong

    The claims check turns into a way to make records qualify.

    How the design avoids it

    It only finds gaps. Only the consulting pharmacist can complete a record, and the claims team can't edit one.

  5. Goes wrong

    The design assumes an integration the clinical IT supplier doesn't offer.

    How the design avoids it

    Agree the supplier route in discovery, before anything is built.

On the horizon

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

  1. Live from 29 October 2026
    NHS prescribing within Pharmacy First and the Pharmacy Contraception Service, with five new prescriber-only pathways (acute otitis externa, seasonal allergic rhinitis, acne, migraine, and mild skin infections and scabies). Interim IT means a separate prescribing record, manual claims and secure-email GP notification.

    Design the claims check and GP notification for both routes, so the interim arrangements can be retired without rebuilding.

  2. From September 2026
    Newly qualified pharmacists join the register as independent prescribers, so more branches will have a prescriber on shift.

    Make the assistant aware of whether the pharmacist is supplying under a PGD or prescribing, and show the right guidance for each.

  3. Late 2026 and 2027
    The review of DCB0129 and DCB0160 (consultation closed 11 September 2026) is expected to bring revised clinical safety standards.

    Keep the hazard log and safety case structured and current, so moving to the new versions is an update, not a rewrite.

  4. December 2026 to spring 2027
    After the national commission on regulating AI in healthcare, the MHRA plans draft guidance on changes to AI devices, a 2027 consultation on how AI devices are qualified and classified, and a full roadmap in spring 2027.

    Write the intended purpose down now and review it against the new guidance as it lands.

  5. By 2028
    The 10 Year Health Plan's single patient record, available through the NHS App, with community pharmacy joined up over time.

    Build on national standards such as GP Connect rather than one-off integrations, so the assistant can use a fuller record when it becomes available.

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 exactly is the intended purpose, and who decided it isn't a medical device?
  2. Which documents does the assistant answer from, and how is a new PGD version rolled out?
  3. What does our clinical IT supplier allow us to write into the record, and how?
  4. How are prescribing consultations, with their manual claims, kept from slipping through?
  5. Who is the clinical safety officer, and where is the hazard log?
  6. What does it cost to run per thousand consultations, at our volume?

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