This table summarises our current roadmap. It shows recently completed work, what we are working on now, what we will work on next and the projects that we are planning beyond that.

The "Later" column of the roadmap is for work that is planned but not yet fully defined. As our understanding grows and priorities shift (ours, customer-driven, or regulatory), the timing and scope of these projects may change. Projects there are listed together but will be sequenced strategically, for example when their dependencies have been completed. Their order of execution will be determined closer to their start date.

We want every patient to automatically have data from their GP in their PKB record.

Our integrations with EMIS Web and TPP SystmOne use NHS login to link a patient to their GP practice to retrieve their data. As soon as they log in with NHS login, they will have their GP data in their PKB record.

Almost 3 million patients now have their GP data in their record via this integration. By using NHS Login, patients can easily get their GP data without needing to supply additional information.

This integration is currently available for patients in England. Some patients in England are also getting GP data added to their PKB record or will get it from integrations set-up at an organisation level: EMIS Extract Service, North West London Data Discovery Service. These integrations will remain active. We de-duplicate GP data in a patient’s record if they are receiving it from more than one source.

We would like to expand this to other countries once they have the national infrastructure in place to allow us to build something similar there. Patients in the Netherlands can already get their GP data in their PKB record as PKB is a certified personal health environment (PGO) in the Netherlands.

• Integrating with EMIS Web and TPP SystmOne via the NHS IM1 programme.

• Once a patient logs in with NHS login once, their record will be pulled and will be regularly updated from that point. No further action is required by the patient.

• GP practice does not need to enable the integration with PKB but does need to have online services enabled.

• Will populate records with demographics, conditions, medications, allergies, appointments, test results, measurements, procedures, immunisations, documents & carer information/proxy records. Data types will be added in phases.

• Data will be stored in FHIR format.

• We currently show conditions, medications and appointments in the UI.

• Will are working on making other data types available via FHIR API: observations, procedures, immunisations, allergies.

• Will then gradually add more data to the UI as we migrate those data types to FHIR or add new screens in PKB. 

Open

Organisations use online questionnaires as a quick and convenient way to communicate with and gather information from their patients. Organisations can send questionnaires to large groups of patients, for example to monitor waiting lists, or to individual patients, for example to assess them pre-operation. Improving questionnaires has been our most common customer request for the last few years.

Unregistered patients can answer a questionnaire before registration and will have the option to register once they’ve submitted their answers, so sending questionnaires can also increase registration rates.

This project moves our questionnaires to FHIR storage so it contributes to our migration to a FHIR native architecture.

• Questionnaires with an improved user experience and new features such as support for branching, scoring, capturing coded data, images.

  • Live since Q4 2023.

• Advanced questionnaires can be sent to registered and unregistered patients. Unregistered patients can register with NHS login after completing the questionnaire.

  • Live since Q3 2024.

• Questionnaires can be edited after submission

  • Live since Q4 2024.

  • Further work on this feature is currently being scoped.

• Data from Questionnaires, e.g. coded scores, are aggregated and stored in other parts of the patients record. This will allow us to ultimately show the data in other parts of the record or use it as part of our patient activation work.

  • Available via API since Q1 2025.

  • UI depends on FHIR migration work for Observations.

• Patients can initiate a questionnaire via start consultation.

  • Available since Q4 2025.

• Questionnaires can be completed by another a carer.

  • Available for questionnaires sent to patients. In progress for patient-initiated questionnaires.

• Questionnaires can be sent to all patients in a team.

  • Starting after Wayfinder Questionnaires.

Teams can move to advanced questionnaires now, once the features that they need have been developed.

You can read more about the Advanced Questionnaires roadmap and rollout in our wiki.

Open

PKB notifications have been limited to email. SMS has been a priority for organisations because they often have more verified phone numbers than email addresses for their patients. Organisations can thus reach more patients using a combination of email and SMS to increase their registration rates.

Organisations can now send an SMS to patients encouraging them to register using NHS login when they get new data from their providers. They can also send notifications about new datapoints, such as Advanced Questionnaires. The SMS service is run through gov.notify and organisations can decide if they want to use this pathway for notifications. All patients will continue to get email notifications as a fallback if they do not read the SMS.

PKB will support appointment reminders, sent via email first, then Wayfinder Notifications & Messages and finally SMS.

We added support for different phone number types so that we can store mobile phone numbers for patients to send SMS notifications to. 

Then we introduced SMS prompts for a patient to register when they receive new referral letters. We then added support for sending SMS notifications about new advanced questionnaires at an organisation level.

Next, will introduce email reminders about upcoming appointments.

In order to achieve our mission of providing all patients with a copy of their data, PKB needs to enable partners and users to exchange data seamlessly. Our strategy to achieve this is to standardise on FHIR APIs.

We are transitioning our system to a FHIR-native architecture. Organisations can already send their data to customer specific FHIR endpoints and retrieve that data via our aggregated FHIR endpoint. We are now mapping and migrating our existing data to FHIR and connecting our user interface to the aggregated FHIR database.This mapping, migrating and UI link up work is being done one datatype at a time. We are also filling in gaps around patient creation and retrieval that will allow our FHIR API customers to streamline their development process so that they do not need to use other PKB APIs to send and retrieve their patients' data via FHIR.

When a customer wants to send new FHIR data, we are adding aggregation and retrieval support for that. Simultaneously, we are migrating our existing data, one datatype at a time. Once a data migration has happened, this data can be retrieved by via the FHIR aggregated store.

The NHS App is working with acute NHS Trusts in England to enable patients to view their health data. Organisation can enable jump-off points from NHS App to allow patients to view their PKB record. They can also enable PKB for the Wayfinder programme, allowing patients to securely view summary details of their scheduled appointments within the NHS App. PKB is supporting the NHS Apps work to ensure that patients accessing PKB from the NHS App will have an optimal user experience.

For the Wayfinder programme:

• When a patient gets a new or updated appointment they will receive a message in the NHS app with an associated push notification, informing them of the appointment or update.

  • Complete

• Appointments for patients from mental health organisations can be viewed via the Wayfinder screens

  • Complete

• When a patient is sent a questionnaire they can access it via the Wayfinder screens

  • In progress

• Wayfinder Notifications & Messaging for Appointments

• Support for inpatient appointments by supporting encounter class with appointments

• When patients get a new document they can access it via the Wayfinder screens

• Update to our reporting capabilities for the programme

For organisations with PKB enabled in the NHS App:

• Patients will get messages with associated push notifications in the NHS App when they have a new message, document or questionnaire in PKB. The contents of the NHS App message will link them to their PKB record.

  • In progress

As each feature is ready, it will be trialled with one organisation before being made generally available. This project shares developers with notification service and PHM work so we will be alternating between projects.

Over 50% of our users are logging in to PKB via the NHS App. NHS App is being used by 31 million people in England and so it’s an important route for patients to access their PKB record. We want to continue working with the NHS App in other parts of the UK.

Patients will be able to navigate to their PKB record from the NHS Wales App. They can log in via NHS login.

Open

This work will also allow patients in Wales to log in to PKB via NHS login again.

This has been switched on for a pilot organisation. It can be extended to other organisations.

This year we are introducing automated actions that will allow organisations to reach their patients at scale and give them actionable steps they can take to manage their health.

Patient activation is about empowering patients to take an active role in managing their health and wellbeing. This concept is central to PKB's mission. For us that means building a system that gives patients access to their health data, tools to take action, and educational resources.

Our initial focus was on access to health records, working with organisations and governments to integrate data from various healthcare providers, including hospitals, GP practices, into one record and on providing tools for patients to engage, such as questionnaires, care plans and symptom trackers.

We can now focus on automated actions and population health management as tools to personalise the patient experience. Organisations will be able to set rules to match patients, based on coded data in their records, and set actionable steps for those patients. Patients will see a prompt with the action in their record. This reduces the need for manual work by healthcare professionals and ensures that patients receive timely and relevant information. For example, a rule could be set to find patients who are eligible for a hospital’s clinical trial and those patients will be prompted to provide consent for the team to contact them about it.

We have built the core rules engine so that we can create rules and now support clinical trial recruitment. We will gradually add support for other actions, such as prompting about medication reviews, and automatically adding care plans to records.

The first milestone for this project was letting organisations contact patients who are eligible for their clinical trials. After that we will expand the scope to include other types of rules.

Organisations can already reach eligible patients for their clinical trials. Next we will expand to other types of rules, such as medicines optimisation. Please speak to your account manager if you are interested to learn more about this work.

We want organisations and patients to be able to access their data via our APIs. To do this, we need to authenticate and authorise their usage.

This work enables us to support scenarios that have been requested by users for a long time, e.g. various multi-factor authentication options, integration with other authentication systems like Active Directory, allowing multiple roles for the same person. Thus, it makes it easier for us to integrate with products that patients are already using to manage their health.