Draft for review by a Clinical Safety Officer. Adapt it to your practice before use.
Clinical Safety Case Report (DCB0160) · Approve stage
Safety case report
Oakfield Surgery (a made-up practice)
| Practice | Oakfield Surgery |
|---|---|
| Tool and version | Kestrel Consult, version 4 |
| Supplier | Kestrel Health Ltd |
| Report version and date | 1.0, 23/02/2026 |
| Clinical Safety Officer | Dr Helen Marsh, GP partner |
1. Summary
Our conclusion in two or three sentences
With the controls in our hazard log in place, the CSO considers Kestrel Consult acceptably safe to introduce for admin and clinical requests in core hours. Five hazards were found. After controls, all are scored 2 (acceptable).
2. The tool and how we'll use it
Description and scope
Patients send requests through our website and the NHS App. Care navigators sort them; the duty doctor reviews anything clinical. In scope: adult and parent-on-behalf-of-child requests in core hours. Out of scope: video consultations and automatic booking.
3. How we assessed it
Method
Review of the supplier's DCB0129 safety case report and hazard log. A one-hour hazard workshop on 06/02/2026 with clinical and care navigation staff, including a salaried GP who regularly does duty doctor sessions, walking through a request from start to finish.
4. Main hazards and controls
Summarise. The full detail is in the hazard log.
| ID | Hazard | Risk before | Key controls and mitigations | Risk after |
|---|---|---|---|---|
| H1 | A patient with red-flag symptoms is not directed to an urgent assessment in time | 3 | Red-flag stop on the form; duty doctor reviews symptom requests within two hours | 2 |
| H2 | A patient whose problem needs an earlier or different assessment waits for a routine appointment | 3 | Auto-booking limited to admin and clearly routine requests; free text read the same day | 2 |
| H3 | A patient’s request is not actioned when it needs to be, while they believe the practice is dealing with it | 3 | Symptom requests in core hours only; named queue owner; end-of-day check | 2 |
| H4 | The right patient isn’t assessed, and decisions are made using the wrong patient’s record | 3 | Patient details checked before filing; second check for requests made on someone’s behalf | 2 |
| H5 | A patient who can’t use the form, because of age, disability, language or no internet, is assessed later than they need to be | 3 | Same-day appointments reserved for phone and walk-in; reception can complete the form | 2 |
5. Supplier assurance
What we received and checked
DCB0129 safety case report and hazard log (January 2026), DTAC, confirmation that the product is not a medical device. The supplier's CSO is named in their report.
6. Remaining risk
Why the remaining risk is acceptable
All hazards score 2 after controls. The controls are in place and staff have been trained. The partners accepted the remaining risk at the practice meeting on 23/02/2026.
7. Conditions for go-live
Anything that must be in place first
Symptom requests in core hours only. Red-flag stop tested before go-live. Auto-booking limited to admin and clearly routine requests. Phone and walk-in route kept, with reserved same-day appointments.
8. Review
When we'll review this
After three months (June 2026), then yearly, or sooner after an incident or a significant product change.
| Role | Name | Signature | Date |
|---|---|---|---|
| Clinical Safety Officer | |||
| Partner, accepting the remaining risk on behalf of the practice |