commvita
Connected care platform
Planning & Reporting

From strategic plan to statutory return and board pack — one connected thread

How commvita carries an organisation's intent from an ingested annual plan, deconstructed into SMART outcomes with live RAG, through shift intelligence and statutory returns, to a board-ready pack — the same data reconciling at every altitude, from operational return to boardroom narrative.

Live vs demonstrated: Live — real, API-backed platform logic (wired end-to-end today) Demonstrated — representative control surface with seeded data / illustrative UI mock-up

The three altitudes of planning & reporting

One golden thread runs from strategy to statutory return: the plan sets the intent, the returns evidence delivery against it, and the board pack reconciles both into an accountable narrative — no re-keying between them.

Plan

Strategy & intent — annual plans, shifts

An org annual plan is ingested or created and deconstructed into SMART outcomes with quarterly milestones and live RAG; the NHS 10 Year Plan shifts (Digital / Community / Prevention) are scored as a composite LeftShift Index.

Where in commvita /annual-plans · /leftshift · multi-year trajectory comparison.

Report

Statutory & operational returns

The Quality Account wizard produces the statutory annual publication; OPEL Submission files the daily NHS England return; National Audit Feeds, QPR and ICS Finance evidence delivery, all resting on Data Quality (NHS DQMI).

Where in commvita /quality-account · /opel-submission · /national-audit-feeds · /data-quality.

Assure

Board pack & accountability

The Board Management portal compiles packs with an AI Executive Summary; Assurance Dashboard and HIMSS Assessment (auto-calculated maturity) give the board a defensible, evidence-linked read of position.

Where in commvita /board-management · /assurance · /himss-assessment.

1 Deconstruct the plan into measurable outcomes

A strategic plan is only useful if it can be tracked. commvita takes the plan document and turns it into a live, RAG-tracked delivery structure — not a PDF in a drawer.

1

Ingest or author the annual plan

An organisation's annual plan is ingested or created in the Annual Plan Hub, org- and jurisdiction-scoped, so it sits against the right population and provider hierarchy.

/annual-plansAPI /annual-plans/
2

Deconstruct into SMART outcomes & quarterly milestones

The plan is broken down into SMART outcomes, each with quarterly milestones and live RAG tracking. Multi-year trajectory comparison shows whether this year improves on last.

SMART outcomes · quarterly milestones · RAG
3

Score the strategic shifts — LeftShift Index

Against the NHS 10 Year Plan, LeftShift Intelligence computes a composite LeftShift Index (0–100) plus maturity ring gauges and a System Transformation Index across the Digital / Community / Prevention shifts, with an 8-quarter trend and AI-surfaced Shift Signals.

/leftshiftShift Actions · Governance sign-off
Annual Plan Hub / Plan deconstruction executive
Ingested plan
Annual Operating Plan 2026/27 · deconstructed into 4 SMART outcomes · org-scoped
SMART outcomes · quarterly milestones · live RAG
Cut 52-week RTT breaches by 60%Q3 milestone: ≤ 180 breaches
On track
Shift 15% of outpatient activity to communityQ3 milestone: 9% delivered
At risk
80% of LTC patients with an annual reviewQ3 milestone: 68% achieved
On track
Reduce A&E 12-hour waits to < 2%Q3 milestone: 4.1% — trajectory slipping
Off track
Representative UI — illustrative
The plan stays live. Because each outcome carries its own quarterly milestones and RAG, the same plan structure feeds directly into the board pack and the LeftShift narrative below — the board reads the same numbers the delivery team tracks, so a tile's value always reconciles with the outcome behind it.

2 Turn the shifts into a composite index and a board narrative

The NHS 10 Year Plan asks systems to shift care from hospital to community, sickness to prevention, and analogue to digital. LeftShift Intelligence scores exactly that — and auto-generates the board narrative behind it.

One composite LeftShift Index (0–100)

Digital, Community and Prevention pillar scores roll up into a single banded index — Immature → Emerging → Developing → Established → Leading — with maturity ring gauges and a System Transformation Index, so a board can see position at a glance.

/leftshift · Overview

Shift Signals & a tracked action list

AI-surfaced Shift Signals flag where a shift is stalling; the Shift Actions tracker turns each into an owned action with milestones — closing the loop from measurement to delivery.

Shift SignalsShift Actions

Auto-generated Board Pack narrative & governed sign-off

LeftShift auto-generates a board pack narrative from the live scores, and the Governance tab captures commissioner sign-off with a full history — the story and its approval travel together.

Board PackGovernance · sign-off history
Board Management / Board portal executive
Next meeting
Board of Directors — 25 Jun 2026 · 09:30 · Full Board · quorum 7 · API /board/
Upcoming meetings · outstanding actions · recent resolutions · live BAF risk summary
Revised 5-year capital programmeOwner: J. Hargreaves · due 10 Jun 2026
Overdue
Never Events deep-dive action planOwner: Dr S. Okonkwo · due 16 Jul 2026
In progress
Resolution — Capital Investment MRI Suite Phase 3 (£4.2m)Full Board · for 8 / against 1 / abstain 1
Passed
/board-managementAPI /board/ · packs signed via commvita Sign
LeftShift Intelligence / Overview & Board Pack executive
LeftShift Index
62/100
Established (61–80)
Digital
58
Community
64
Prevention
66
Auto-generated board pack narrative The system sits in the Established band at 62/100, up 4 points over the trailing 8 quarters. Prevention (66) and Community (64) lead, driven by social-prescribing uptake and virtual-ward capacity; Digital (58) lags on shared-record maturity. Two Shift Signals are open — outpatient-to-community conversion is stalling against plan, and digital inclusion in IMD deciles 1–2 needs action. Recommended focus: accelerate the Digital pillar to protect the trajectory toward Leading.
Add to board pack Governance sign-off
Representative UI — illustrative

3 File the statutory returns — on the same data

Delivery has to be evidenced to regulators. commvita drives the statutory Quality Account, the daily OPEL return and the national audit feeds from platform data — with data quality watched underneath.

Quality Account — the statutory annual publication

A 16-step, data-driven narrative wizard builds the statutory NHS / Crown Dependency Quality Account, with mandatory indicators (never events, C.diff, falls, VTE, FFT, complaints, staff survey), external statements and preview & export — England and Crown Dependency variants.

/quality-accountAPI /quality-accounts/

Daily OPEL return & national audit feeds

OPEL Submission files the daily NHS England Operational Pressures Escalation return, auto-populated from commvita Flow; National Audit Feeds connect NICOR / SSNAP / NACEL / NNAP / NBOCAP, with a data-quality view.

/opel-submission/national-audit-feeds

Payment, benchmarking & performance reporting

NHS Payment System holds tariff schemes, the HRG browser and activity costing; QPR Reporting, Benchmarking and ICS Finance report performance and spend against contract — all resting on Data Quality (NHS DQMI).

/nhs-payment-system · API /tariff//qpr-reporting/benchmarking/data-quality
Quality Account / Narrative Wizard / Step 9 · Mandatory indicators quality lead
Data-driven hints — figures pre-filled from platform data; each requires review & sign-off before publication.
Mandatory indicators · 2026/27
Never events2 reported YTD · Incident Reportingverified
C. difficile infections11 cases · threshold 18 · IPC Logverified
Inpatient falls (per 1,000 bed-days)5.8 · below peer medianverified
VTE risk assessmentHint: 94.2% — confirm against latest extractreview
Friends & Family Test (FFT)Hint: 91% recommend · Patient Feedbackreview
Accept & continue Preview & export
Representative UI — illustrative

4 Assemble the board pack — plan, returns & maturity in one place

Finally the thread closes: the plan's RAG, the LeftShift index and the statutory returns land in a board pack the board can read, sign and act on — with maturity independently assured.

Board Management — packs with an AI Executive Summary

The board portal compiles, circulates and tracks board packs, with an AI Executive Summary giving a two-minute briefing, meetings & agendas, and recorded resolutions — every "N attached" reconciling to the papers behind it.

/board-management · API /board/

Assurance Dashboard — ring-based readiness

The Assurance Dashboard gives module-level health and ring-based deployment readiness (Ring 0 → Ring 3 Regulated), so the board sees what is confirmed against DCB0129/0160, DSPT and DTAC.

/assurance · API /assurance/

HIMSS Assessment — maturity, auto-calculated

HIMSS Assessment auto-calculates CCMM / AMAM / O-EMRAM maturity from live platform signals — no manual scoring — giving the board an externally-framed read of digital maturity alongside the plan.

/himss-assessment · API /himss/

Where it lives in commvita

Ingest plan Deconstruct · RAG LeftShift index Statutory returns Board pack & assurance
Step in the threadModuleRouteModel / APIStatus
Ingest / author annual planAnnual Plan Hub/annual-plansSMART outcomes · quarterly milestones · RAG · /annual-plans/● Live
Shift intelligence & board narrativeLeftShift Intelligence/leftshiftLeftShift Index · Shift Signals/Actions · Board Pack◍ Demonstrated
Statutory Quality AccountQuality Account/quality-account16-step wizard · mandatory indicators · /quality-accounts/● Live
Daily OPEL returnOPEL Submission/opel-submissionauto-populated from commvita Flow● Live
National clinical audit feedsNational Audit Feeds/national-audit-feedsNICOR · SSNAP · NACEL · NNAP · NBOCAP◍ Demonstrated
Payment · tariff · costingNHS Payment System/nhs-payment-systemtariff schemes · HRG browser · activity costing · /tariff/● Live
Performance & finance reportingQPR · Benchmarking · ICS Finance/qpr-reporting · /benchmarkingQPR narrative · peer benchmarking · /ics-finance◍ Demonstrated
Data quality foundationData Quality/data-qualitycompleteness · validity · timeliness (NHS DQMI)◍ Demonstrated
Board pack & AI summaryBoard Management/board-managementpacks (signed via commvita Sign) · AI Executive Summary · resolutions — API /board/● Live
Deployment readinessAssurance Dashboard/assurancering-based readiness · module health · /assurance/● Live
Digital maturity (auto-calculated)HIMSS Assessment/himss-assessmentCCMM · AMAM · O-EMRAM from live signals · /himss/● Live
Strategic commissioning & emerging IHOs. This plan-to-return thread is exactly what a strategic commissioner and an emerging Integrated Health Organisation (IHO) need to run a capitated, outcome-based contract: SMART outcomes with live RAG become the contract’s measured outcomes, ICS Contract Intelligence and TCOC track delivery and value against a capitated envelope, and the board pack evidences it — shared information, aligned incentives, one reconciling thread.
© 2026 Commvita Digital Health Solutions Ltd. All rights reserved. NHS Standard Contract 2024/25NHS 10 Year PlanStatutory Quality Accounts NHS England OPEL FrameworkNHS DQMINon-SaMD reporting & assurance surface