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.

First to market
When a board pack changes after it has gone out, the board is told, and the notice carries no pack content. Each member is contacted only on the channels they have consented to, quiet hours defer a notice rather than drop it, and anyone the platform couldn’t reach is named, not counted as sent. No board portal we assessed separates a message it queued from one it delivered.From commvita’s own assessment of this module against the systems it competes with. Our assessment, not an independent one.
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