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SP and OA

Progressive thinking

conceptual model 2021

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Data Flow Model v1

OR

Aggregator

(validator and normaliser)

Booking system

OA data feed

OA data feed

Social Prescribing application

Activity provider

Activity Portal

Frontline worker

Service user

Managers

Activity provider

Activity provider

Activity provider

OR API

OR collection tool

Session

code

Session

code

Sufficiency data

Demand data

Booking contact details

Booking

ref

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Booking system

Social Prescribing application

suggest activities

choose specific activity

Choose specific session

Session code

Activity provider

Data Flow Model v1

Frontline worker

Service user

Managers

Obtain a session code

Deep link into booking system

Auto or Manual

Obtain a email address or phone number

A

M

Make booking

Booking ref

Make booking

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4

OA data enhancements?

  • Target audience (pathway)
    • Sector wide list
  • About the activity
  • More info links (FAQs, Video, Photo)
  • Activity-type
    • Under Service-types?
  • Activity intensity
    • Levels
  • Facilitator-type (Many)
    • Reception
    • Welcome, meet & greet
    • Activity lead
    • Befriender
    • Carer
    • Languages catered for
  • Attending-type
    • OR plus
    • self,
    • 1:1,
    • group
  • Policy-level
    • Safeguarding (DBS)
    • Health & Safety
    • Charitable status
  • Venue accessibility
    • OA taxonomy
  • Activity accessibility
    • OA taxonomy
  • Payment
    • Cash or Card
    • Commission with invoice

Data Flow Model

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Essential NHS SP data requirements - (PRSB standards published 31/12/2021)

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Data Flow Model v2

OR

Aggregator

(validator and normaliser)

Booking system

OA data feed

OA data feed

Social Prescribing application

Activity provider

Activity Portal

Frontline worker

Service user

Managers

Activity provider

Activity provider

Activity provider

OR API

OR collection tool

Session

code

Session

code

Sufficiency data

Demand data

Booking

Contact

details

Booking

ref

Feedback

Volunteer management

system

Find

befriender

Self-care

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Benefits expected

Front end benefits

  • Having ability to find and book activities will be really useful in helping clients

Back end benefits

  • Gaining access to clients through social prescribers will save current promotional effort and frustrations

Measures

  • xx

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Potential taxonomy model

NHS

Social Prescribing Application

Service/Activity (OR/OA) Collection Application

Many different applications collecting lots of service/activity data

Social Prescribing Assurance

Professional review to consolidate information

Local Gov

Service Directory Application

Third Sector

Specialist Application

Snomed mapping to base terms

Needs mapped to base terms

Specialist category mapped to base terms

Maintained by sector

Social Prescribing Aggregator

Consumes OA feed and OR endpoints

Will use keyword, term matching and mappings to fund services/activities

Target audience

(Condition/circumstance that is specifically targeted)

Activity type

(Hierarchically linked to service-type list)

Accessibility

(Assists in venue and assists from Service/Activity )

Maintained by ODI

Application will need to be OA/OR compliant

Delivered by NHSX

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Data Flow Model v3

OR/OA

Aggregator

(validator and normaliser)

Booking system

OA data feed

OA data feed

Social Prescribing application

Activity provider

Activity Portal

Frontline worker

Service user

Managers

Activity provider

Activity provider

Activity provider

OR API

OR collection tool

Session

code

Session

code

Sufficiency data

Demand data

Booking

Contact

details

Booking

ref

Feedback

Volunteer mgt

system

Find

befriender

Self-care

Assurance

(date and service)

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Potential taxonomy model v2

OR/OA Collection Application

Many applications

SP Normaliser

Brings OA feeds and OR endpoints together

SP Assurance

Professional review to provide quality assurance

NHS

Social Prescribing Application

Local Gov

Service Directory Application

Third Sector

Specialist Application

Snomed mapping to base terms

Needs mapped to base terms

Specialist category mapped to base terms

Target audience

(Condition/ circumstance that is specifically targeted)

Activity type

(Hierarchically linked to Service-type list)

Accessibility

(Assists in venue and assists from Service/Activity )

Maintained by sector

Will use keyword, term matching and mappings to fund services/activities

Maintained by ODI

Application will need to be OA/OR compliant

Delivered by NHSX

OA and OR data are collected by many compliant applications allowing Service/Activity providers to categorise using the base terms.

All feeds and endpoints are aggregated. Professional users are allowed to give an ‘approvement’ of SP quality (somehow?)

Assurers provide data quality assurance.

Applications can find services/activities through keyword or a mapping of their taxonomy to base terms

SP Assurer

Checks the data quality according to level of provider

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11

OR

SNOMED

NHS

Accessibility

Service/activity

-type

Target Audience

Adult Social Care

Police

Housing

Leisure

Education

Fire Service

Needs

Poverty

??

Potential taxonomy model

  • 4 central taxonomies that all sectors can agree on and are maintained centrally

  • Activity and services need only map to central taxonomies

  • All Sector led taxonomies map to the central taxonomies

  • Allows any sector taxonomy to be used to identity appropriate activity or services

  • Or can filter directly on central taxonomies

  • Any change to a sector taxonomy doesn’t impact on any other sector

??

??

??

??

??

Sector to central taxonomies

Sectors

Deliverable

Filter directly on central taxonomies

OA

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Key Barriers

  1. Don’t know what is out there (SU, FW)
  2. Don’t see referral into exercise as their role (FW)
  3. Don’t trust information that exists (SU, FW)
  4. The right sorts of offers don’t exist (SU, FW)
  5. Providers can’t cope with the needs of the cohorts (FW, AcP)
  6. Don’t want to refer someone if I haven’t seen it (SU, FW)
  7. Worry about finding appropriate activity (M, SU, FW, AcP)
  8. Descriptions of services can be tough to understand (SU, FW, AcP)
  9. Confidence and skill set to motivate client to be active (FW)
  10. Client isn’t ready for exercise - and doesn’t believe that this can work for them (SU, FW)
  11. Anxiety / lacking confidence - so people need hand-holding to attend (SU, FW)
  12. Accessibility of the venue (SU, FW, AcP)

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Key Barriers

  • Knowing what level of activity is required / is there a market for? (M, AcP, ApP)
  • Don’t believe there will be take up - so won’t put things on (AcP)
  • "Giving away" sessions that may not get used (AcP)
  • Want to not feel embarrassed (SU)
  • Groups / gyms aren’t too welcoming places (SU, FW)
  • Technology (SU, FW, AcP)
  • Capacity of Activity (SU, FW)
  • Joined up management information (M)
  • Implementing open data standards (ApP)

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Key Barriers - consolidated for workshop

  • H - Difficult to know what activity sessions are available (SU, FW)
  • H - Not enough local activity sessions can be found (SU, FW)
  • H - Not even heard of OA, nevermind find a way onto OA feed (AcP)
  • H - Don’t see referral into exercise as their role (FW)
  • H - Don’t trust information that exists (SU, FW)
  • H - Need to know if the providers can cope with needs of the cohorts (FW, AcP)
  • H - Need to know if activity appropriate to client needs (M, SU, FW, AcP)
  • H - Need to understand exactly what the service is offering to ensure client can cope (SU, FW, AcP)
  • H - Client lacks confidence, has anxiety, embarrassed so needs hand-holding to attend (SU, FW)
  • M - Frontline workers lack confidence and skill set to motivate client to be active (FW)
  • M - Client isn’t interested in doing physical activity, too many other problems (SU, FW)
  • L - Need to know that demand exists before new businesses or sessions will be set up (AcP)
  • L - Application providers are driven by commercial demand (M, AcP, ApP)
  • L - Don’t have the best hardware device or software (SU, FW, AcP)

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Key Barriers - Tooling & Standards Review

  • Feed not API - why?
  • Feed focuses on sessions when demand would be happy with schedule
  • Data quality not good enough - too complex to maintain
  • Any consumption generally requires curation due to data quality
  • No current demand for booking so why do we need sessions
  • Likely to be future demand for bookings in both OA and OR
  • Taxonomies not adopted across sectors

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Key Barriers - General observations

  • Not enough demand for open active by public sector to generate benefits of critical mass
  • Not enough promotion of open active for activity providers to seek being on OA feed
  • Not enough guidance for someone to understand the benefits of using open active
  • Some frustration on expanding OA to cover non-physical activities
  • Some confusion over how OR and OA align
  • Barrier to small companies using OA because data not great and costly to use Imin
  • Only a few feeds as no commercial business case

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Potential standards recommendations (just easier to view than all the tables)

  • Last updated fields - OR assurance equivalent
  • SP ready fields - provide more info to understand activity is right one (see slide 4)
  • Add pathway (Target audience/conditions) to help find right activity
    • Should this be sector led
  • Eligibility criteria - only if criteria exists
  • Reviews and certifications - as in OR (note Sport England use Quest)
  • Accessibility for venue/location and activity
  • Align activity-type with service-type or align sector taxonomy to activity type
    • Consider whether service-type offers an easy route to find activity-type or do we need groups
    • Some looking to widen activity-type - does service-type resolve this?
  • Pointer to FAQs, video, pictures etc
  • Capacity - Pausing feature (Needs more thinking as capacity is an issue)

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Potential tooling recommendations (just easier to view than all the tables)

  • Better activity finders that allow access through interest, social, pathways/target audiences
  • Completeness checker for data provider according to the target clients e.g. SP
  • Richness checker to filter to appropriate services - would need a configurable weighting e.g to prioritise accessibility data
  • Professional thumbs up for activity and activity providers - is this standard or tooling?
  • Language translator including plain english
  • User testimonials for activity and activity providers
  • ‘Freemium’ type (open source) activity provider platform to enable all AP to add their data
  • Transport route data - google or mashing actual transport data?
  • Social media integration
  • Link to befriending/volunteer systems?
  • Taxonomy change control/feedback loops
  • Support forum?

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Review of Frontline barriers

Barriers

Strategies

Standards

Tooling

Lack of rich data set for local activities that is up to date/correct (I think the barrier is no confidence in the accuracy of the data)

Richness checks. Up-to-dateness checks. SLAs on data providers. QA assessment of publishers. Ranking poor data lower.

Promote and improve activity finders

Assurance level or trusted activity providers

Last updated fields. Equivalent of OR UK’s “Review” to denote who has approved

Richness and up-to-dateness checking

Confidence about suitability of sessions to meet clients needs - tend to be complex clients e.g. MH (there are two barriers I think - one is that appropriate offers don't exist and then the second one is concern about the risk of recommendng something that they havent seen / attended)

Intended audience

Pathways, needs and target audience point to activities

Include SP ready type data e.g. facilitator present

Clarity over where eligibility and intended audience not given if this means suitable for all.

Confidence of suitability of activity provider (i think the barrier is confidence that the provider can cope with the behaviours / needs of the customer)

Reviews by frontline workers who have sent people and received feedback.

Add reviews and certifications

Professionals giving thumbs up to activity providers

Confidence of suitability of service and venue accessibility - is this confidence about service and venue accessbility??

Have a classification of suitability - maybe align to needs/circs

Kite mark for safeguarding & SP

Accessibility data for locations and sessions

Professionals giving thumbs up to activity providers

Capacity required to support/hand-hold client to attend the session (I think the barrier is that people need a hand-holder - not that the capacity isnt there. People dont attend becuase they dont vocalise the need for this role)

Enable increases resource to support - Add in befriender/buddy - May require suitability & availability of buddy. Group together people who want to go to a particular activity in the service finder?

Service description and offers not always easy to digest/understand

Review offers. This could be used in a score or rank in the future.

Guidance on improving data quality

Show different information if used for SP

Language translator e.g. reading age of 10, plain english

Use different information if SP ready

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Review of activity providers barriers

Barriers

Strategies

Standards

Tooling

Having digital skills and system to update activity, session info and give feedback (GDPR)

Information, guidance in using tooling

Validation and completeness checks on whole feeds and on specific opportunities.

Live feed availability checker

Suitability checker per use case

Need to manage capacity effectively

Pausing feature. (stop people booking at this moment)

Capacity - whole / used/ free updated

Ensure all activity providers have an affordable and easy to use tool for session booking

Need to understand requirements of a referral

Describe your activity and leave that risk with the SP

Concern that effort to be “Social Prescribing Ready” doesn’t increase demand

Needs full ecosystem of tools to ensure win win data flow. Encourage uptake. Promotion of existing tools

Managing Venue suitability, availability, and accessibility is difficult and usually an upfront cost

Ability to easily access venue information and availability at the time of coordination / referral

Assuming that a venue management tool is used

Accessibility data.

Transport route data

Concerned about competition - losing clients to others on activity finder

This assumes that the activity finder won’t increase the number of people trying to find activities.

Wanting evidence that their entry is attracting interest

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Review of service user barriers

Barriers

Strategies

Standards

Tooling

Not interested in physical activity - want social and enjoyment

OA to include softer classification for physical activity - Gardening

Categorise activity in non obviously active activities

Transformation to or from OR UK feeds of broader types of opportunity

Need some hand-holding to attend activities - befrienders or SPs

Include the use of the “Facilitator” within the SP ready sessions - May sit with venue or provider

Include info that tells people what sort of facilitation is available

Integrate with social media? I am going to the event feature of Facebook?

Transport logistics and additional cost. Want try before you buy

Integrate with directions from Google Maps. Provide access information like bus routes

Include cost info. Location information

Google Maps with directions with public transport

Not aware of what is available

Sophisticated searches from rich data

Suggestions model (eg map circumstance to service types)

Promotion of activity finders

Need and pathway access to recommended activities

Personalisation to needs / circs

ESD taxonomy to be used at high level to aid personalised - suitable sessions

Mapping circumstance to service type

Anchor points to other taxonomies

Language and religious/cultural issues of activity providers

Record available language against events.

Have a translator tool

Record language. Intended audience

Language translator

Information about accessibility assistance

Link to accessibility information - at its most basic an accessibility taxonomy

Accessibility Support Taxonomy

I think this is a part of the open active standard. Optional parameter.

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Review of managers barriers

Barriers

Strategies

Standards

tooling

Lack of Information about accessibility assistance

More standardised accessibility data. Complaints about accessibility should be feedback into activity finder/feed.

Venue and activity taxonomy

Check for existence and validity of accessibility data. Take venue activity data and assign to each activity (as in the flattening done by the normaliser)

Capacity of Social Prescribers to support clients attending activities

Feedback from activity provider to social prescriber via activity finder.

Activity to indicate whether good facilitator or buddy/befriender available. Links to the likes of TrustPilot

Social Prescribers tend to only refer to those they know and trust - need to widen the pool

Reviews. Recommendations from other SP and frontline workers - Gatekeepers of trust

Suitability of meet needs via recommendation

“Review” data as per OR UK

Professional review to give colleague trust

Better info to manage risk of referral

Richness checks

OpenActive seems to be geared towards big providers. Social Prescribers tend to refer to community provision

Open source implementation. Open active feeds provided as a online service/tool.

Ensure every community provider has a means to add their activity to OA. Promote the likes of Open Sessions and Playways to smaller providers

Role of ODI to promote wider adoption of open source and current tooling. Maybe even have a procurement framework for tools

Mechanisms for checking entries from Open Sessions etc

Physical activity is not high on the hierarchy of needs so often not prescribed - activity by stealth

Feed activity data into wider datasets of services available

Activity descriptions to offer softer activity types that include physical elements

Allow non-physical activity to describe a ‘level of physical activity’ that's included

Merge activity-type with service-type to aid drilling down into activity

Physical activity should be accessed through target audience, needs and pathways not just search for an activity

Link person circumstance/condition to suggested services/opportunities. Perhaps improve link with feedback from frontline workers.

Target audience applications suited for needs / pathways

Public ontology linking service types/activities to circumstance/conditions. Improved taxonomy of circumstance used for condition, intended audience and eligibility.

Means of pointing to activity types from conditions/circumstances

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Review of Application provider barriers

Barriers

Strategies

Standards

Tooling

Lack of knowledge of social prescribing

Explain differences between activity finder and prescribing. Indicate the roles of OA and OR UK, alone and merged (either way)

Don’t know market opportunity within social prescribing

Links with NHS

No standard way to categorise our data

Change control mechanism to keep categories useful.

Consider taxonomies for suitability and accessibility. Overarching vocabulary with specialist areas

More human readable taxonomy tools. Feedback mechanisms for review by taxonomist. Automated checking of taxonomy terms in feeds.

Cost to access aggregated data feed

The market needs another IMIN system

Consider creating competition in the market. Delineate what OA support mechanisms should provide and added value that might come commercially

Data quality review and improvement mechanisms. Validation while allowing for supplier extensions

Will effort to adopt OA give a return

Keep effort low to be SP ready - OR to consume OA for SP applications. Case studies. Simple tools to add individual records rather than programming a feed - Change control to reduce development effort

Documentation is difficult to understand. Don’t have time to learn. Not a lot of support

Open source version of an aggregated data feed. This may also encourage someone to provide a service. Documentation / tooling needs to be easier for non technical ppl

Support forum / service.

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  • Assurance
    • Additional fields to show professional approval and accreditations (Quest) (OR review)
    • Last updated fields etc
  • Suitability
    • Additional fields and tooling to find appropriate activities and ensure client fits (readiness)
      • (slide 4) Pointer to FAQs, video, pictures, class buddy, social media, readiness assessment (PAR-Q)
      • Taxonomy mappings from client to activity to find appropriate/best activity e.g. social/interest/needs/pathways to conditions/activity/accessibility
      • Align activity-type with service-type or align sector taxonomy to activity type
        • Consider whether service-type offers an easy route to find activity-type or do we need groups
        • Consider whether circumstances aligns to conditions?
        • Consider whether taxonomy terms answer the social/interest question?
    • Better activity finders that use the taxonomy mappings rather than just keyword searching
  • Sufficiency & demand
    • Provide a dashboard of management information based on known/comparable activities and searching information
  • Booking
    • Currently no demand for booking but we think there will be in future. Open booking, Capacity - Pausing feature (Needs more thinking as capacity is an issue)
  • Data quality
    • Help social prescriber to only view data that is rich enough for their needs i.e. Richness checker
    • Help activity provider complete data for target audiences e.g. SP or Child S i.e. Completeness checker, national descriptions
    • Help social prescriber/service user understand the offer i.e. Shared curator, translator - plain english, reading ages, languages
  • API of the feed
    • Help business access/expose OA data to applications
  • Activity finders
    • Components to improve these e.g. pathway/target audience assessment component, comms between SP and AcP, transport links

Key technical strategies

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Workshop generated strategies

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  • Promotion
    • Promotion of specific local activities not national adverts to become more active were people need to find more details
  • Leadership
    • Everyone is focused on their own context so it needs strong leadership to push the critical mass required to release the benefits of open data.
  • Procurement
    • All public sector procurements should use an existing open data standard
  • Technical
    • Investment in devices for frontline workers to exploit the data
    • Guidance for service, product and project managers (not techies) to understand the potential for open data
    • Invest in devices, software and skills of activity providers to empower them to be a part of the open data
  • Creative or innovative activity
    • Can we embed physical activity into people’s interest e,g. Arts, culture, hobbies
  • Sufficiency and demand information
    • Should stimulate the market if demand is known and sufficiency is lacking
  • Training of frontline staff - referrers and social prescribers
    • Understanding of benefits
    • Motivation
    • Productivity
  • Alignment of volunteer management with social prescribing and activity management
    • Most social prescribing clients need some ‘hand-holding’ but this is taking significant time from Social Prescribers and could be resolved through volunteers.
  • Digital inclusions
    • Ensure activity providers have a platform that they can use

Key Cultural/Process strategies (awaiting workshops)

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  • Business case
    • Clear benefit to England to easily view all activities available everywhere
    • Catch-22 - success dependent on a critical mass
    • Either back it properly or stop interfering in the market
  • Governance
    • Currently doing just enough to fail, need to do more:
      • Credible public sector support for implementing activity open standards
      • Resources given to promote, support and maintain
  • Promotion
    • Campaigns aimed at all activity providers that they should ensure their sessions are included in Open Active
    • Use opensessions to ensure every activity provider can submit their data
  • Public sector procurement
    • Insist that activity management applications comply with open standards
  • Align OR and OA
    • Ensure that the patient/citizens find the most appropriate activity whether that be physical or social
    • Minimise the burden on activity providers coping with two different open standards
    • Ensure that an API is available to all activity finders rather than left to consume a feed
    • Enhance OR with session details as it is likely that booking will become important further down the road
    • Align over a period of time to not disadvantage any existing investment but to show a commitment to a long term roadmap

Potential recommendations (awaiting workshops and tech reviews)