Technical scoping meeting agenda

This is an outline agenda for the technical scoping meeting - where decisions around scope and approach of integration should be made.

Suggested attendees

  • Concentric Health CTO

  • Concentric Health project manager

  • Internal technical / integration lead

  • Internal digital consent project manager

  • Representation from internal technical / integration team with knowledge of:

    • Demographics: someone with knowledge of demographic data internally - how it’s stored and how it can be queried etc.
    • Documents: someone with knowledge of how documents are managed internally - where these are stored and how documents can be sent etc.
    • Authentication: someone with knowledge of active directory setup internally - what approach is used, whether it is internet facing etc.
    • Infrastructure
    • Integration engine

Meeting preparation

Our integration page should be read by each attendee prior to the meeting so that the meeting time can be spent discussing the optimum approach. Detailed demographic and document integration specification documents can also be shared prior to the meeting.

Discussion points and deliverables

An approach for each of the following should be decided during the call:

  • Demographic lookup approach
  • Document ingestion approach
  • Authentication approach - if in scope for integration (otherwise Concentric accounts used)
  • Connectivity approach - web / cloud connector / VPN


  • Proposed architecture diagram with named systems and mechanism of communication between relevant systems

Further reading


An outline of the possible integrations, and available technical approaches to integration.


Go-live integration requirements

An approach to thinking about what integrations need to be in place prior to a Concentric go-live.