Source-to-report map

One canonical map, many views — report-first, source-first, fact-first and risk-first.

A safety map linking each report field back to the service event it describes. During migration, old and new systems may both produce a referral count — but with different actions, definitions and exclusions. Report-first: trace from report field to source. Source-first: see which reports change when a source field changes.

33 rows · 7 reports · 23 source fields · Download CSV

ID	Report	Source	Warehouse fact	Conf.	Owner	Lineage
STR-001MHS23	MHSDS-like monthly submissionOpen referrals at month end	Legendary Care + PathwayOne`fact_mh_referral_episode.episode_status, reporting_month`	`fact_mh_referral_episode`	Medium	Mandatory reporting owner	Lineage Service event Patient has open referral at reporting period end Service definition Stock measure — open referrals (caseload-style); not automatically good or bad System capture Derived from episode open status at month-end snapshot Transformation Count episodes Open or Waiting at last day of month Inclusion / exclusion Inclusion: mhsds_like_inclusion_flag=1 Exclusion: INVALID_TEAM; national-excluded teams Validation Compare to prior month stock; vignette sample Reconciliation Cross-check MHS01 subset Decision supported National monitoring; local capacity Migration risk High — open definition changed post-migration Sign-off Draft Mar 2026 Related output mhsds_like_submission_fields.csv Notes —
STR-002MHS01	MHSDS-like monthly submissionPeople with open referral with services at month end	PathwayOne`fact_mh_referral_episode.episode_status`	`fact_mh_referral_episode`	Medium	Mandatory reporting owner	Lineage Service event Person remains on pathway with open referral Service definition Stock — people with open referral in contact with services (Apr 2026 label analogue) System capture Episode open after ACCESS_ACCEPTED without OUTCOME_CLOSED Transformation Distinct patients with open episode at month end Inclusion / exclusion Inclusion: mhsds_like_inclusion_flag=1 Exclusion: Closed episodes Validation Service manager stock check Reconciliation MHS23 >= MHS01 logic check Decision supported Workforce planning Migration risk Medium Sign-off Draft Related output mhsds_like_submission_fields.csv Notes —
STR-003MHS29	MHSDS-like monthly submissionContacts in reporting period	PathwayOne`pathwayone_actions.ActionType CARE_*`	`fact_mh_referral_episode`	Medium	Mandatory reporting owner	Lineage Service event Clinical contact delivered in month Service definition Activity measure — contact volume in reporting period System capture CARE_ONGOING and CARE_FIRST_CONTACT actions Transformation Sum clinical_contact_count by reporting_month Inclusion / exclusion Inclusion: Clinical actions only Exclusion: ADMIN_CANCEL; duplicate ActionId Validation CSDS-like cross-check Reconciliation VAL-05 admin exclusion Decision supported Activity monitoring Migration risk High — admin inflation Sign-off Pending reconciliation Related output mhsds_like_submission_fields.csv Notes —
STR-004DRH-REF-OPT-C	MHSDS-like monthly submissionReferrals received (agreed OPT-C)	Legendary Care + PathwayOne`fact_mh_referral_episode.derivation_rule=OPT-C`	`fact_mh_referral_episode`	Low	Directorate lead	Lineage Service event Referral received — service-agreed meaning Service definition Hybrid OPT-C: pre-Feb cases; post-Feb access rules with exclusions System capture Case ReferralDate or ACCESS_ACCEPTED per agreed rules Transformation Count episodes referral_received in month where OPT-C Inclusion / exclusion Inclusion: mhsds_like_inclusion_flag=1; reporting_month=2026-03 Exclusion: Rejected unless CLINICAL_TRIAGE; duplicates; admin Validation Monthly parallel-run compare Reconciliation 134 vs dashboard 154 Decision supported Submit 134 not 154 to NHSE Migration risk High Sign-off Agreed pending workshop Related output mhsds_like_submission_fields.csv Notes Mar 2026 agreed count 134 vs dashboard 154. Vignette DRH-PAT-002896.
STR-005DRH-REF-DASH	MHSDS-like monthly submissionReferrals received (dashboard logic)	Blended`fact_referral.blended logic`	`fact_referral`	Low	BI lead	Lineage Service event Referral counted by legacy dashboard pipeline Service definition Blended pipeline — not reconciled to OPT-C System capture Legacy fact_referral + fact_access blend Transformation Legacy dashboard refresh Inclusion / exclusion Inclusion: None — legacy Exclusion: n/a Validation VAL-03 fail Reconciliation +14.9% vs agreed Decision supported Withhold from Board Migration risk High Sign-off Not for submission Related output mhsds_like_submission_fields.csv Notes Not for submission — VAL-MH-03 failed.
STR-006DRH-REJ-BREAK	MHSDS-like monthly submissionRejected referrals by reason	Both`fact_mh_referral_episode.rejection_reason`	`fact_mh_referral_episode`	Low	Clinical lead	Lineage Service event Referral rejected at triage Service definition Rejected referrals — national vs local inclusion differs by reason System capture ACCESS_REJECTED or case Rejected status Transformation Group by rejection_reason Inclusion / exclusion Inclusion: Varies by reason code Exclusion: CLINICAL_TRIAGE may count as received Validation Sample with clinical lead Reconciliation Anchor DRH-PAT-002896 Decision supported Definition agreement Migration risk High Sign-off Workshop required Related output mhsds_like_submission_fields.csv Notes —
STR-007DRH-FC14	MHSDS-like monthly submissionFirst contact within 14 days (%)	PathwayOne`fact_mh_referral_episode.first_contact_wait_days`	`fact_mh_referral_episode`	Medium	Clinical lead	Lineage Service event First clinical contact within 14 days of referral Service definition Numerator: first contact <=14d; denominator: agreed referrals System capture first_contact_wait_days on episode Transformation Wait clock starts at referral received (agreed) Inclusion / exclusion Inclusion: Denominator OPT-C referrals Exclusion: No contact yet Validation Vignette DRH-PAT-001552 — clock start sensitivity Reconciliation Compare access-accepted start vs referral start Decision supported Access performance review Migration risk Medium Sign-off Agreed Related output mhsds_like_submission_fields.csv Notes —
STR-008MHS69	MHSDS-like monthly submissionCYP access cohort	PathwayOne`fact_mh_referral_episode.service_line`	`fact_mh_referral_episode`	Review	CYP lead	Lineage Service event Children and young people access pathway Service definition CYP access measure concept — illustrative DRH row only System capture Episode service_line filter Transformation Count CYP episodes in month Inclusion / exclusion Inclusion: service_line=CYP Exclusion: Adult CMHT Validation Age band cross-check Reconciliation Not in Mar 2026 scope Decision supported CYP access assurance Migration risk Low Sign-off Out of scope Mar 2026 Related output mhsds_like_submission_fields.csv Notes —
STR-009KPI-02	MHSDS-like monthly submissionPathway start datetime	PathwayOne`fact_mh_referral_episode.pathway_start_datetime`	`fact_mh_referral_episode`	Medium	Clinical lead	Lineage Service event Patient begins active care on pathway Service definition First clinical contact or agreed pathway start rule System capture CARE_FIRST_CONTACT or pathway_start_datetime Transformation Earliest clinical contact post-acceptance Inclusion / exclusion Inclusion: ACCESS_ACCEPTED required Exclusion: Rejected pathways Validation Compare to legacy FirstContactDate Reconciliation Waiting list clock Decision supported Waiting-time review Migration risk Medium Sign-off Agreed Related output mhsds_like_submission_fields.csv Notes —
STR-010DRH-DEM-WK	Local demand and access performance packWeekly demand index	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation Sum demand from weekly pack Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-011DRH-BACKLOG	Local demand and access performance packBacklog stock	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation Open waiting episodes Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-012DRH-REF-WK	Local demand and access performance packReferrals in week	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation OPT-C referrals in ISO week Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-013DRH-DNA	Local demand and access performance packDNA rate	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation DNA / scheduled contacts Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-014DRH-DEM-TEAM	Local demand and access performance packDemand by team	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation Episodes grouped by responsible_team_code Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-015DRH-WAIT-MED	Local demand and access performance packMedian wait to first contact	PathwayOne + RosterFlow`fact_mh_referral_episode.multiple`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Service demand and capacity signal Service definition Local operational definition — may differ from national stock measures System capture Rolled from fact_mh_referral_episode + demand_capacity_weekly Transformation Median first_contact_wait_days Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions may still count locally Validation Weekly DQ Reconciliation Separate from MHS23 stock Decision supported Team capacity allocation Migration risk Medium Sign-off Prototype Related output local_demand_access_pack_metrics.csv Notes —
STR-016KPI-03	Waiting list and pathway risk reportACCESS_WAITING count	PathwayOne`pathwayone_actions.ACCESS_WAITING`	`fact_mh_referral_episode`	Medium	Service manager	Lineage Service event Patient waiting for first contact Service definition Open ACCESS_WAITING at month end System capture ACCESS_WAITING action Transformation Count waiting episodes Inclusion / exclusion Inclusion: Exclude INVALID_TEAM Exclusion: INVALID_TEAM Validation VAL-02 Reconciliation Old case Waiting compare Decision supported Waiting list review Migration risk Medium Sign-off Draft Related output demand_capacity_weekly.csv Notes —
STR-017DRH-WAIT-DAYS	Waiting list and pathway risk reportFirst contact wait days	PathwayOne`fact_mh_referral_episode.first_contact_wait_days`	`fact_mh_referral_episode`	Medium	Service manager	Lineage Service event Days from referral to first clinical contact Service definition Median/mean wait — clock start at referral received System capture first_contact_wait_days on episode Transformation Datediff referral to first contact Inclusion / exclusion Inclusion: Episodes with contact Exclusion: Still waiting Validation DEC-03 clock start Reconciliation DRH-FC14 numerator Decision supported Capacity allocation Migration risk Medium Sign-off Agreed Related output demand_capacity_weekly.csv Notes —
STR-018DRH-WAIT-RISK	Waiting list and pathway risk reportLong wait episodes	PathwayOne`fact_mh_referral_episode.episode_status`	`fact_mh_referral_episode`	High	Clinical lead	Lineage Service event Patient waiting beyond threshold Service definition Episodes with wait >28 days without contact System capture episode_status=Waiting + wait days Transformation Filter waiting beyond SLA Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: INVALID_TEAM Validation Weekly refresh Reconciliation Not MHS23 stock Decision supported Risk review meeting Migration risk Low Sign-off Draft Related output demand_capacity_weekly.csv Notes —
STR-019KPI-01	Senior performance briefReferrals Mar 2026	Both`fact_mh_referral_episode.reporting_month`	`fact_mh_referral_episode`	Low	Directorate lead	Lineage Service event Referral received Service definition Agreed OPT-C System capture fact_mh_referral_episode Transformation 134 agreed / 154 dashboard Inclusion / exclusion Inclusion: OPT-C Exclusion: Dashboard excluded from narrative Validation VAL-03 Reconciliation reconciliation_detail_mar2026 Decision supported Do not publish dashboard figure Migration risk High Sign-off Withheld Related output senior_brief_sections.csv Notes —
STR-020DRH-BACKLOG	Senior performance briefBacklog W21	PathwayOne`fact_mh_referral_episode.episode_status`	`fact_mh_referral_episode`	Medium	Performance lead	Lineage Service event Open waiting stock Service definition Local backlog — not MHS23 national stock System capture fact_mh_referral_episode waiting episodes Transformation Count Waiting at week end Inclusion / exclusion Inclusion: local_reporting_inclusion_flag=1 Exclusion: National exclusions Validation Weekly DQ Reconciliation demand_capacity_weekly Decision supported Agency and WTE review Migration risk Low Sign-off Medium confidence Related output senior_brief_sections.csv Notes —
STR-021CONF-MH	Data quality and reporting confidence reportMHSDS-like confidence tier	n/a`reporting_confidence_register.confidence_level`	`n/a`	High	Performance lead	Lineage Service event Reporting assurance Service definition Confidence model tier System capture reporting_confidence_register Transformation Rules during migration phase D Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation All VAL-MH checks Reconciliation mhsds_like_reconciliation_summary Decision supported Escalation before publish Migration risk Low Sign-off Active Related output reporting_confidence_register.csv Notes —
STR-022CONF-LOC	Data quality and reporting confidence reportLocal demand pack confidence	n/a`fact_mh_referral_episode.local_reporting_inclusion_flag`	`fact_mh_referral_episode`	High	Service manager	Lineage Service event Local product assurance Service definition Local pack can be High when national still Medium System capture local_reporting_inclusion_flag rules Transformation Separate inclusion from mandatory Inclusion / exclusion Inclusion: Documented per team Exclusion: PC Liaison national Validation DEC-04 Reconciliation local_demand_access_pack_metrics Decision supported Capacity decisions Migration risk Medium Sign-off Prototype High Related output reporting_confidence_register.csv Notes —
STR-023CSDS-ACT	CSDS-like monthly submissionClinical contacts	PathwayOne`pathwayone_actions.CARE_ONGOING`	`fact_mh_referral_episode`	Medium	CSDS owner	Lineage Service event Community activity contact Service definition Clinical contacts — KPI-05 System capture CARE_* actions Transformation Sum clinical_contact_count Inclusion / exclusion Inclusion: Exclude admin Exclusion: ADMIN_CANCEL Validation VAL-05 Reconciliation MHS29 alignment Decision supported Mandatory submission Migration risk High Sign-off Pending Related output mandatory_mhsds_like_monthly.csv Notes —
STR-024CSDS-ADM-EX	CSDS-like monthly submissionAdmin contacts excluded	PathwayOne`pathwayone_actions.ADMIN_CANCEL`	`fact_mh_referral_episode`	Medium	CSDS owner	Lineage Service event Admin action recorded as contact Service definition ADMIN_CANCEL and non-clinical actions excluded System capture ActionType filter Transformation Exclude from clinical_contact_count Inclusion / exclusion Inclusion: Clinical only Exclusion: ADMIN_CANCEL Validation VAL-05; DRH-PAT-003201 Reconciliation MHS29 alignment Decision supported Mandatory submission quality Migration risk High Sign-off Pending Related output mandatory_mhsds_like_monthly.csv Notes —
STR-025SRC	Source impact analysislegendary_cmht_cases.ReferralDate	Legendary Care or PathwayOne`legendary_cmht_cases.ReferralDate`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture ReferralDate Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: MHSDS-like monthly submission; Senior performance brief; Local demand and access performance pack
STR-026SRC	Source impact analysislegendary_cmht_cases.PathwayStatus Rejected	Legendary Care or PathwayOne`legendary_cmht_cases.PathwayStatus Rejected`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture PathwayStatus Rejected Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: MHSDS-like monthly submission; Local demand and access performance pack
STR-027SRC	Source impact analysispathwayone_actions.ACCESS_ACCEPTED	Legendary Care or PathwayOne`pathwayone_actions.ACCESS_ACCEPTED`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture ACCESS_ACCEPTED Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: MHSDS-like monthly submission; Local demand and access performance pack; Senior performance brief
STR-028SRC	Source impact analysispathwayone_actions.ACCESS_REJECTED	Legendary Care or PathwayOne`pathwayone_actions.ACCESS_REJECTED`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture ACCESS_REJECTED Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: MHSDS-like monthly submission; Waiting list and pathway risk report
STR-029SRC	Source impact analysispathwayone_actions.CARE_FIRST_CONTACT	Legendary Care or PathwayOne`pathwayone_actions.CARE_FIRST_CONTACT`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture CARE_FIRST_CONTACT Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: Waiting list and pathway risk report; MHSDS-like monthly submission
STR-030SRC	Source impact analysispathwayone_actions.ADMIN_CANCEL	Legendary Care or PathwayOne`pathwayone_actions.ADMIN_CANCEL`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture ADMIN_CANCEL Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: CSDS-like monthly submission; MHSDS-like monthly submission
STR-031SRC	Source impact analysispathwayone_actions.TeamCode INVALID_TEAM	Legendary Care or PathwayOne`pathwayone_actions.TeamCode INVALID_TEAM`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture TeamCode INVALID_TEAM Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: Local demand and access performance pack; Waiting list and pathway risk report; Data quality and reporting confidence report
STR-032SRC	Source impact analysisfact_mh_referral_episode.mhsds_like_inclusion_flag	Legendary Care or PathwayOne`fact_mh_referral_episode.mhsds_like_inclusion_flag`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture mhsds_like_inclusion_flag Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: MHSDS-like monthly submission
STR-033SRC	Source impact analysisfact_mh_referral_episode.local_reporting_inclusion_flag	Legendary Care or PathwayOne`fact_mh_referral_episode.local_reporting_inclusion_flag`	`fact_mh_referral_episode`	Review	BI lead	Lineage Service event Source change impact analysis Service definition When this source field changes, these reports are affected System capture local_reporting_inclusion_flag Transformation Lineage dependency Inclusion / exclusion Inclusion: n/a Exclusion: n/a Validation Impact assessment Reconciliation n/a Decision supported Change impact assessment Migration risk High Sign-off Documented Related output source_to_report_map.csv Notes Affected reports: Local demand and access performance pack; Waiting list and pathway risk report