Clinical go-live checklist

For large organisation deployments there are several things that need to be in place prior to clinical go-live. This is a checklist that can be used as a template, to be modified by the deploying organisation based on local context and requirements, to support a successful go-live.

Contractual, information governance, and clinical safety

• Contract signed by both parties (Required)
• Data processing agreement (DPA) between both parties – this may be included within a contract (Required)
• Data protection impact assessment (DPIA) completed and approved, with any actions arising from the DPIA also completed – such as adding details regarding the data processing to the organisation’s privacy notice (Recommended)
• Deployment approved by deploying organisation’s Clinical Safety Officer (For UK NHS deployments this involves a completed and approved DCB0160 clinical safety case report, and confirmation that the DCB0160 controls are in place) (Required)

Technical

• Tenant setup and required integrations deployed to, and tested, in production environment (Required)
• Technical support document completed and shared with 1st line support team (Required)
• Project-specific hardware (e.g. signature pads) distributed and set up (Optional)

Operational

• 1st line support protocol developed and embedded in support team documentation - including details for in-hours and out-of-hours incident alerting (Required)
• Business continuity plan in place (Required)
• Communication plan regarding cutover to Concentric is ready, and promotional materials (e.g. Go-live banners, posters, screensavers) distributed. (Recommended)
• Consent standard operating procedure / policy updated to include digital consent use (Recommended)
• Patient-facing information added to organisation website (Recommended)

Training and account management

• User management (starters and leavers) process agreed and documented (Required)
• Go-live day clinician accounts are set up, with agreed generic or local onboarding guide sent out as part of account creation (Required)
• Training team have been appropriately trained (train the trainer model) and are available to support clinical teams (e.g. go-live floorwalking, drop-in sessions) (Recommended)