What this means for your practice
Prioritise checks according to their effect on the actual workflow. Make exceptions actionable and avoid treating every formatting difference as equally important.
An example to discuss with your team
Create a fictional record with one blocking and one cosmetic issue.


Questions to take to your supplier
Create a fictional record with one cosmetic issue and one missing essential value. Does the review list make the important problem obvious? Agree who can correct it and how resolution is checked. The useful measure is work unblocked, not simply the number of fields changed.
Agree the working process
Ask the receiving team which information problems prevent the next useful action. A missing required reference may stop a handover, while an inconsistent capital letter may be only a minor presentation issue. Use those consequences to prioritise checks and explain their severity in staff-facing language. Agree who can correct each type of problem and where the main record should be updated. The exception list should provide enough context to act without copying unnecessary information into another tool.
Test a fictional record containing both a blocking issue and a cosmetic difference. The important problem should be prominent, with the lesser warning handled proportionately. Review repeated errors with the source team: clearer entry instructions or field choices may prevent them more effectively than correcting records after transfer. Measure the work that remains blocked and the age of unresolved issues, alongside correction activity. A high number of changes is not necessarily progress if staff are tidying low-impact formatting while essential handovers still wait.
How to check the result
Measure unresolved information errors that prevent the team completing the intended task.
Turn reading into a next step
Your action checklist
Work through these checks with your team or supplier. Tick the ones you have resolved and leave unknowns open.
Record what you know, what is still missing and the answer you need from your team or supplier.
Use project decisions only, without personal, patient or confidential details. Entries stay in this page and are not submitted to Kay & Co. Copy or download before leaving; this page does not save your notes.
Further reading
These sources provide background for the topic. The practice examples and checklist are illustrative planning suggestions from Kay & Co.
Related guides
Need help with this?
Tell us what is getting in the way. Kay & Co. can help you understand the options and turn the next step into something that works for your practice.
Explore integrations & data services or discuss your project.
Try the free Healthcare Digital Planner to find your starting priority.
