Beamtree Evolve and NHS Confederation Collaborative

Text removed is struck through; text added is underlined. Unchanged paragraphs are summarised rather than repeated.

Objective for processing

Beamtree UK Limited (Beamtree) requires access to NHS England data for the purpose of creating an analytics platform for NHS acute trusts. The platform will provide performance data and trend-based forecasting, with an ability to compare local performance with peers. These insights will support a collaborative programme (the 'Evolve Collaborative' between Beamtree and the NHS Confederation) aiming to improve services, practices and processes to minimise operational and clinical risks. The data will be used to support the development and operation of an analytics platform (NHS Confederation & Beamtree Evolve Collaborative) for NHS acute trusts. The platform will enable: The impact of the collaborative will be to improve health and care, better understand health needs, and helping to plan and evaluate services. • Benchmarking of clinical and operational performance against comparable peer organisations The following NHS England Data will be accessed: • Monitoring of trends over time using historical data (up to four years) • Hospital Episode Statistics • Generation of predictive insights (up to one year ahead) to support forward planning o Admitted Patient Care – necessary because the platform will benchmark and provide predictive analytics for data relating to admitted patient care The platform will allow participating trusts to identify variation and areas of potential improvement by analysing performance across clinical and operational indicators, including the ability to examine underlying drivers (e.g. demographics, specialties, diagnoses, procedures, and Health Care Resource Groups categories) and review relevant care episodes where appropriate. o Accident & Emergency – necessary because the platform will benchmark and provide predictive analytics for data relating to A&E patient care Insights generated through the platform will be used by trusts to inform service improvement initiatives, prioritise resource allocation, and evaluate the impact of interventions over time. The platform will also support collaborative learning through sharing of best practice across NHS organisations, with the overall aim of improving service quality, efficiency, and patient outcomes. o Critical Care – necessary because the platform will benchmark and provide predictive analytics for data relating to critical care ​Funding for product development is provided by Beamtree. Revenue from member trusts will support product sustainability over time. The product is designed to deliver a direct return on investment and broader benefits realisation for member trusts, for example: o Outpatients – necessary because the platform will benchmark and provide predictive analytics for data relating to outpatient care • Data insights will identify patient safety issues and inform initiatives to improve quality of care, ​patient safety, and resulting efficiencies (e.g. reduced length of stay and readmission rates). Predictive analytics in the platform will enable trusts to measure the impacts of these changes and make more informed decisions about resource prioritisation. • Emergency Care Data Set (ECDS) – necessary because the platform will benchmark and provide predictive analytics for data relating to emergency care ​ • Summary Hospital-level Mortality Indicator (SHMI) – necessary because necessary because the platform will benchmark and provide predictive analytics for data relating to mortality reporting The analytics tool intends to use these datasets to provide predictive analytics that support clinical and operational quality improvement in NHS hospitals in England & Wales. The data fields requested are necessary to support the design and development of predictive analytics models that may be required for clinical and operational improvements. The dataset is used solely for this purpose, with no extraneous data collected or processed beyond what is essential for the intended analytical functions. Beamtree have a set of approximately 90 indicators that are set within a framework of five domains that align with the Quintuple Aim of the NHS Confederation Beamtree UK Limited collaboration. The following NHS England Data will be required for the following: • Safety: critical safety and mortality measures to monitor performance and ensure safe care is delivered across all settings. o Hospital Episode Statistics (HES) o Emergency Care Data Set (ECDS) o Summary Hospital Level Mortality Indicator (SHMI) o Office of National Statistics (ONS) Mortality Data • Timeliness & Accessibility: overview of efficiency of care, ensuring people receive timely access to care. o Hospital Episode Statistics (HES) o Emergency Care Data Set (ECDS) • Financial & Operational Sustainability: overview of measures to ensure the health system is operated sustainably. o Hospital Episode Statistics (HES) o Emergency Care Data Set (ECDS) • Effectiveness and Population Health: measures preventable hospitalisations, monitoring performance and equitable access to care. o Hospital Episode Statistics (HES) The level of the Data will be: • Pseudonymised The Data will be minimised as follows: • Limited to data between April 2021 to latest available Beamtree require monthly extracts, once the latest available data is provided of each month after this which would ingest into the cycle and the legacy months data (from prior to 4 years and 1 month) will be destroyed Beamtree is the controller as the organisation responsible for ensuring that the Data will only be processed for the purpose described above. The NHS Confederation, as a partner of Beamtree, are involved in recruiting members to the overall programme and convening supporting Learning Communities (improvement groups). The NHS Confederation does not determine the purpose or means of the data processing and therefore does not act as a Controller. Equally, the NHS Confederation will not be accessing or using the data, therefore they do not act as a Processor. Edge Health, an organisation contracted directly with Beamtree are acting as a sub-processor. The lawful basis for processing personal data under the UK GDPR is: Article 6(1)(f) - processing is necessary for the purposes of the legitimate interests pursued by the controller or by a third party. Beamtree has determined the processing is necessary for its legitimate interests in being able to provide tools and services that will benefit healthcare organisations as supported by the Health and Social care act 2012. The lawful basis for processing special category data under the UK GDPR is: Article 9(2)(j) - processing is necessary for archiving purposes in the public interest, scientific or historical research purposes or statistical purposes in accordance with Article 89(1) based on Union or Member State law which shall be proportionate to the aim pursued, respect the essence of the right to data protection and provide for suitable and specific measures to safeguard the fundamental rights and the interests of the data subject. This processing is in the public interest because the data will enable trusts to identify opportunities for, and initiatives which support clinical and operational improvements, thereby supporting better delivery of NHS services. Initial funding for product development is provided by Beamtree. Revenue from member trusts will support product sustainability over time. The product is designed to deliver a direct return on investment and broader benefits realisation for member trusts, for example: • Data insights will identify patient safety issues and inform initiatives to improve quality of care, patient safety, and resulting efficiencies (e.g. reduced length of stay and readmission rates). Predictive analytics in the platform will enable trusts to measure the impacts of these changes and make more informed decisions about resource prioritisation. [1 paragraph unchanged] Revenue ​Revenue from member trusts will allow Beamtree to make a commercial profit. NHS Confederation will benefit financially through revenue from subscription licences shared between Beamtree and the NHS Confederation. Beamtree ​Beamtree and the NHS Confederation will work with member trusts to measure benefits realisation and return on investment. Should ​Should trusts consider that they do not see value in the programme, they are free to discontinue membership. Amazon Web Services (AWS) provides IT hosting services to Beamtree and will store the Data as contracted by Beamtree. The following individuals can request and be given access to the Data: Edge Health provides data analysis services to Beamtree, Edge Healths services will be utilised during the development phase of the analytics platform as to provide troubleshooting support during this period. • Analysts, data scientists and engineers who are substantive employees of Beamtree UK Limited and Beamtree Pty Ltd will have direct access to the raw data supplied by NHS England for the purposes of developing the platform, all other access will be done by users via the business intelligence (BI) tools in the platform. Data will be accessed by: • All BI platform users will be UK based and include; • Substantive employees of Beamtree UK Limited and Beamtree Pty Ltd (Australia). o Beamtree UK Limited Evolve product team • Contractors – directly employed by Beamtree working on the service would be onboarded as contingent workers into Beamtree and follow all standard operating procedures and policies of a substantive employee. o NHS Alliance Evolve product Beamtree, the trusts and the NHS Confederation are working together on the feasibility of the product, as part of this, Beamtree will be engaging with the trusts’ Patient and Public Involvement and Engagement groups. In addition, the NHS Confederation will be establishing a public/patients’ group for further development and to improve the purpose of the Evolve platform. The trusts have already provided endorsement to NHS England of the Evolve platform and benefits of the programme, which Beamtree have shared with NHSE. o NHS trust users who are members of Evolve Collaborative The Data cannot be used for: • The re-identification of individuals • Linkage with other data where this could enable re-identification • Onwardly sharing or publishing, noting that trusts may share their own case studies securely within the Evolve product that have leveraged the data • Any purpose outside the defined purpose in this Data Sharing Agreement (DSA). • AI / Machine learning involving automated decision-making processes Requests for Data are reviewed and approved by: • Beamtree’s Head of IT Operations • NHS Trust user access is controlled by data approvers at each Trust, with data approvers being nominated by the Trust’s executive team. Requests are assessed against the following criteria: • For internal Beamtree and NHS Alliance staff, the Head of IT Operations confirms there is a valid need aligned to uses of the data as stated in this DSA • For users of the platform, criteria are controlled by Trusts, access to row level data is a controlled by an additional level of approval, and Trusts can only see row level data for their own Trust All requests to use the data will proceed according to the following process: For Beamtree and NHS Alliance staff and IT Ops ticket is raised via Jira with the request for access, level of access requested and rationale: o This is reviewed by Beamtree’s Head of It Operations, who will query relevant managers within the organisation to confirm the need a validity of each request o Access is granted via adding users to EntraID groups For NHS Trust users of the platform: o User fills out a New User Access Request form on the public-facing platform website o NHS Trust access approver receives a notification; they go into their approval dashboard within the platform o The access approver reviews the request, including whether row-level access is required o If approved, the user will set up their login via Beamtree’s EntraID invitation o If rejected, the user will be sent an email to inform them and no access will be granted • Beamtree keeps logs of all users of the platform and their activity • These records are only reported on internally to understand user behaviour and needs, which is used to shape improvements Artificial Intelligence (AI): • AI techniques used in this project are limited to in-house supervised and unsupervised machine learning models developed by Beamtree. No third-party AI services will access or process the data. • Large language models are not incorporated into the Evolve product • Risk adjustment and forecasting will be performed using standard machine learning techniques such as random forests, gradient boosting, GLMs, and time series models. Deep learning will be limited, if used at all, and only applied within the secure UK-based environment. • Hospital benchmarking will incorporate unsupervised techniques (e.g. k-means clustering) to construct peer groups based on patient-level data, rather than traditional hospital-level characteristics. • All modelling and AI-related processing will be conducted solely by Beamtree data scientists within a secure, geo-locked AWS UK environment. No data will leave this environment or be shared externally for AI training. • Final model selection will depend on the nature and structure of the data provided. No AI techniques will be deployed until data is assessed and suitability is confirmed.

Processing activities

No data will flow to NHS England for the purposes of this Data Sharing Agreement (DSA). DSA. NHS England will provide the relevant records from HES APC, HES A&E, HES CC, HES OP, ECDS and Summary Hospital-level Mortality Indicator (SHMI) the datasets listed in this DSA to Beamtree. [2 paragraphs unchanged] Users (including NHS Trusts) are not permitted to download record level Data from the Dashboard. [2 paragraphs unchanged] Analysts from the Beamtree UK Limited and Beamtree Pty Ltd (Australia) will process and analyse the Data for the purposes described above. [1 paragraph unchanged] The Controller Controller(s) must confirm and provide evidence upon audit by NHS England that access [7 words unchanged] data security obligations within this DSA and the Data Sharing Framework Contract. [1 paragraph unchanged] - • Remote access will only be from secure locations situated within the territory of use (as further restricted elsewhere within the DSA if so done) stated within this DSA; DSA. - • Access controls granting users the minimum level of access required are in place; place. - • Remote access is only via secure connections (e.g., VPNs or secure protocols) to protect data; data. - • Multifactor authentication (MFA) is required for remote access; access. - • Device security, including up-to-date software and operating systems, antivirus software, and enabled firewalls are utilised for the remote access; access. - • All remote access is undertaken within the scope of the organisation’s DSPT (or other security arrangements as per this DSA) and complies with the organisation’s remote access policy. [1 paragraph unchanged] The data will not leave or be accessed beyond the permitted territory of use in this DSA which is England and Wales. Analysts from Beamtree Pty Ltd (Australia) will process the data in England and Wales only. NHS Confederation and third parties that supply part of the infrastructure for the product – Newpath, Interworks are not permitted to access the Data NHS Confederation is not permitted to access the Data. Edge Health provides data analysis services to Beamtree, Edge Healths services will be utilised during the development phase of the analytics platform as to provide troubleshooting support during this period. All personnel accessing the Data have been appropriately trained in data protection and confidentiality. The Data will not be linked with any other data The Data will not be linked with any other data. There will be no requirement and no attempt to reidentify individuals when using the Data. Analysts from the Beamtree UK Limited and Beamtree Pty Ltd (Australia) will process and analyse the Data for the purposes described above. Artificial Intelligence (AI): 1. AI techniques used in this project are limited to in-house supervised and unsupervised machine learning models developed by Beamtree. No third-party AI services will access or process the data. 2. Large language models are not incorporated into the Evolve product 3. Risk adjustment and forecasting will be performed using standard machine learning techniques such as random forests, gradient boosting, GLMs, and time series models. Deep learning will be limited, if used at all, and only applied within the secure UK-based environment. 4. Hospital benchmarking will incorporate unsupervised techniques (e.g. k-means clustering) to construct peer groups based on patient-level data, rather than traditional hospital-levle characteristics. 5. All modelling and AI-related processing will be conducted solely by Beamtree data scientists within a secure, geo-locked AWS UK environment. No data will leave this environment or be shared externally for AI training. 6. Final model selection will depend on the nature and structure of the data provided. No AI techniques will be deployed until data is assessed and suitability is confirmed. [1 paragraph unchanged] i. NHS trusts are permitted to process the data for the purpose improving services, practices and processes to minimise operational and clinical risks within their tust trust [4 paragraphs unchanged] vi. The data Data must be limited to the fields listed in the data specification which has been shared with and authorised by NHS England. England

Expected output

The expected outputs of the processing will be: ​The primary output is a cloud-hosted analytics platform (the Beamtree Evolve Collaborative Analytics Platform, developed in partnership with NHS Confederation) made available to NHS acute trusts under licence. The platform provides benchmarking, performance monitoring, and predictive analytics to support clinical and operational improvement across NHS services. • Production of a tool which will be made available to acute trusts under licence. ​Trusts using the platform will be able to view up to four years of historical performance data and one year of predictive performance across a range of clinical and operational indicators. They can compare their performance against a tailored peer group to identify where they are outliers or where trends are shifting, then drill down into the drivers of that performance (including specific demographics, specialties, diagnoses, procedures, and HRG categories) down to episode level. This allows trusts to understand not just where performance gaps exist, but what is causing them. The outputs will be communicated to relevant recipients through the following dissemination channels: ​With NHS trusts under significant financial pressure, the platform is designed to help leadership direct limited improvement investment where it will have the greatest impact. By quantifying the gap between a trust's current performance and its peer group, Evolve surfaces which areas carry the largest opportunity for clinical or operational gain. Once an improvement initiative is underway, its effectiveness can be tracked directly in the platform by monitoring how indicators shift over time, giving trusts a clear, evidence-based view of return on investment. Through NHS Alliance's (NHS Confederation) learning communities, trusts can share successful improvement initiatives with peers to avoid duplication of effort. • Outputs can only be reviewed and filtered through the platform ​The platform was tested with data by users in up to six acute NHS trusts between September 2025 and January 2026, and has been made available to all NHS acute trusts under licence from February 2026. Outputs are reviewed and filtered through the platform only. The services provided are expected to identify improvement opportunities which trusts may then exploit by making changes to systems, processes, resources, or infrastructure to improve patient experience and patient care. The analytics platform will be tested with data by users in up to six acute NHS trusts in September-November 2025. The platform will be made available to all NHS acute trusts under licence from November 2025.

Expected measurable benefits

The services provided to clients are expected to identify improvement opportunities which the client may then exploit by making changes to systems, processes, resources or infrastructure to improve patient experience and patient care. [8 paragraphs unchanged] • support knowledge creation or exploratory research (and the innovations and developments that might result from that exploratory work). • support knowledge creation or exploratory research (and the innovations and developments that might result from that exploratory work).Evolve is designed to support trusts to improve the safety, quality and efficiency of patient care, so providing patient benefits. The data platform leverages advances AI/ machine learning and risk-adjusted modelling to forecast future trends for an individual trust on key metrics including high-impact adverse events while also providing retrospective data for performance assessment. Metrics will be developed in a co-design process with member trusts to support quality surveillance, financial efficiency and health outcomes structured across five domains: Evolve is designed to support trusts to improve the safety, quality and efficiency of patient care, so providing patient benefits. The data platform leverages advances AI/ machine learning and risk-adjusted modelling to forecast future trends for an individual trust on key metrics including high-impact adverse events while also providing retrospective data for performance assessment. Metrics will be developed in a co-design process with member trusts to support quality surveillance, financial efficiency and health outcomes structured across five domains: [4 paragraphs unchanged] • Effectiveness and population health: people receive timely and equitable access to care. Trusts will be able to set up interchangeable peer groups to benchmark performance and gain deeper insights at various levels: trust-wide (site-to-site) comparisons; regional benchmarking; and national benchmarking (all England). Trusts will be able to set up interchangeable peer groups to benchmark performance and gain deeper insights at various levels: trust-wide (site-to-site) comparisons; regional benchmarking; and national benchmarking (all England). [1 paragraph unchanged] The data and insights from the platform will support direct action by [61 words unchanged] direct public benefit through improving the quality and efficiency of NHS services. For example, analysis of adverse events (HACs and CHADx) in the platform can drive questions about patient outcomes and opportunities for improvement, such as: ‘Are there any emerging trends and early warning signs in certain clinical areas, conditions and cohorts that we need to be addressing sooner rather than later?’, or ‘What are the low complex, high frequency adverse events that a modest change in practice might deliver a positive impact on patient care, reduction in bed days and therefore improved patient flow?’ For example, analysis of adverse events (HACs and CHADx) in the platform can drive questions about patient outcomes and opportunities for improvement, such as: ‘Are there any emerging trends and early warning signs in certain clinical areas, conditions and cohorts that we need to be addressing sooner rather than later?’, or ‘What are the low complex, high frequency adverse events that a modest change in practice might deliver a positive impact on patient care, reduction in bed days and therefore improved patient flow?’ [1 paragraph unchanged] Beamtree will liaise with the NHS Confederation and the participating acute trusts to promote improvement or other initiatives which have been developed based on findings from the Evolve programme. Findings will only be promoted where permission is provided by trusts.

Benefits reported

Not stated in the previous version; added here.

The Evolve Collaborative has only recently launched and initial trust members are being onboarded. The nature of a benchmarking and improvement tool means that benefits will likely be yielded after a minimum of 6 months of use, so there are no meaningful yielded benefits to report at this time.

Text removed is struck through; text added is underlined. Unchanged paragraphs are summarised rather than repeated.

Objective for processing

[46 paragraphs unchanged] • Substantive employees of Beamtree UK Limited and Beamtree Pty Ltd (Australia). [2 paragraphs unchanged]

Processing activities

[16 paragraphs unchanged] The data will not leave or be accessed beyond the permitted territory of use in this DSA which is England and Wales. Analysts from Beamtree Pty Ltd (Australia) will process the data in England and Wales only. [4 paragraphs unchanged] Analysts from the Beamtree UK Limited and Beamtree Pty Ltd (Australia) will process and analyse the Data for the purposes described above. Artificial Intelligence (AI)- (AI): [13 paragraphs unchanged]

Benefits reported

Stated in the previous version and removed here.

Yielded Benefits is not a requirement for new applications.

Unchanged: Expected output, Expected measurable benefits.