Reviewing and completing your order

Outlines the process for finalising and completing your order.

Reviewing and completing your order

The following steps outline the process for finalising and completing your order. Depending on what decisions you have made, you may not have to complete all the steps.

You need to have completed the tasks in creating an order and added your organisations, solutions and services before you can proceed with this step.

review milestones and payment triggers
add associated services milestones and payment triggers
add associated service requirements
download data processing information
review and complete order

Review milestones and payment triggers

Review the default implementation milestones that will instigate payment triggers for the order. These milestones will apply to all the organisations you have added.

The default milestones and payment triggers are:

delivery date (go live)
service stability

You can add a bespoke milestone to your order if you think your project requires it. You’ll need to:

select add a bespoke milestone
provide a name and description for the milestone

Add associated services milestones and payment triggers

If you are ordering an associated service this will use the default milestones and payment triggers. However, you may want to create bespoke ones for these services.

Add associated service requirements

If you have associated services added to your order you can provide details of any specific requirements. For example, you may require:

all your practice managers to attend training sessions on a given day

for engineering to take place only at weekends

Download data processing information

You need to download the data processing information template and send to your supplier. They can provide information on how they process personal data.

This document must be included when you send your order to the supplier.

Review and complete order

You will be able to review all the details of your order before completing and submitting it. You can make changes if you see something that isn’t correct.

Once you are happy with the order you need to select complete your order. This will send your order to the NHS England Finance team.

You can also download a PDF copy of your order which will contain the full the details of your order.

Next steps

Once you have completed your order you will see a screen in the buying catalogue with a list of steps you need to do next. You will need to complete the following:

get your order signed - download your order
contact the NHS England finance team - contact [email protected] to get a call off order form completed
contact the supplier and send them a copy of the following:
- your completed call off form for them to sign
- the data processing template for completion
sign your call off order form - ensure the integrated care board (ICB) signature is completed
send a signed copy of your call off order form to all of the following:
if your order includes a data migration - read our clinical system migration guide
once solution and services are in use - enter the actual delivery dates for all orders on the order tracker. You will find this is on your Teams channel shared with you via the fincance team. If you require any help, contact [email protected]
if your order includes associated services, e.g. training, migration or practice mergers and splits - inform [email protected] of the actual date
for items using centrally funded payments - inform [email protected] of the actual date
for items using locally funded payments - you'll need to contact the supplier to arrange payment

Last edited: 10 March 2026 10:37 am

Reviewing and completing your order

Reviewing and completing your order

Next steps

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