Rolling out guideline intelligence touches clinical, IT, and governance teams. Use this checklist to keep everyone aligned.

See how this translates to practice: Explore our Clinical governance features, visit the Patient Safety Hub, or review Clinical Safety & Assurance for enterprise rollout.

1) Access and identity

  • Decide whether to start with email + MFA or SSO (Azure AD / NHSmail).
  • Define allowed domains and auto-approval rules for clinicians.
  • Plan session timeouts: 24h idle, 7 days absolute.

2) Governance and audit

  • Enable search audit logs with user email, IP, user agent, correlation ID.
  • Pin guideline versions and capture publication dates in responses.
  • Agree who reviews audit exports and how often.

3) Content coverage

  • Confirm the specialties you need on day one and the sources to include.
  • List any local policies that need mapping or linking.
  • Identify which queries should be redirected to in-house resources.

4) Integrations

  • Pick the first integration surface: intranet tile, EPR sidebar, or API.
  • Define how to pass user identity to the proxy for audit.
  • Set timeouts that match your EPR and network constraints.

5) Comms and launch

  • Share quickstart guidance tailored to your specialties.
  • Collect early feedback from a small cohort (registrars, pharmacists, ACPs).
  • Schedule a review at 4 weeks to tune coverage and analytics.

Need a template DPIA or a sample governance paper? We have done this with other Trusts and can share what worked.