Reporting of Quarterly Outpatient Activity Information: Data

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Reporting of Quarterly Outpatient

Activity Information

Data Definitions and Guidance

Document

Version 12 (July 2015)

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Contents

Page No.

1 Background 4

2 Definitions 5

3 Collection of data 8

- Outpatient Activity

8

- Peripheral Outpatient Services

9

- Reasons for Cancellation: Regional and

Sub-Regional Codes

10

4 Reporting of data 11

- Section 1.1 - Outpatient Activity

11

- Section 1.2 - Reasons for Cancellation of 12

Appointments

- Schedule 12

5 Data Validation 13

6 Data Use 14

7 Contact details 15

8 Appendices 16

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1 BACKGROUND

The Quarterly Outpatient Activity Return, the present methodology for the collection of consultant-led outpatient activity, was introduced as a direct result of a comprehensive review undertaken in 2007/08. Primarily the methodology changed from a count of clinics to a count of appointments, and was subject to a National Statistics public consultation. The recommended changes in the methodology were endorsed and the QOAR was introduced from the beginning of 2008/09.

The QOAR relates to total face to face consultant led outpatient activity at each Health and

Social Care hospital in Northern Ireland.

A new version of the QOAR was introduced at the beginning of 2014/15, with the main change being that ward attendances seen by a consultant are now reported in the return separately and are not included in the main outpatient activity, as was the case in previous years.

Virtual activity (see definitions) was also previously included within the QOAR. However, following the issuing of virtual activity guidance by the Health and Social Care Board (HSCB) at the beginning of 2015/16, HIB introduced a separate return, the V-QOAR, to allow the monitoring of virtual activity. All terminology in the following guidance should therefore be taken to refer to face to face appointments only, unless otherwise specified.

Section 1.1 relates to outpatient attendances, patient cancellations of outpatient appointments

(CNA), outpatient appointments which the patient did not attend (DNA), hospital cancellations of outpatient appointments, ward attendances seen by a consultant and outpatient appointments cancelled as the result of a patient’s death. Section 1.2 relates to hospital and patient cancellations of outpatient appointments split by the reason for cancellation.

The variable ‘reason for cancellation’ was introduced in 2008/09 as experimental statistics and was only made mandatory for completion from March 2013. Following this decision, an audit of the reasons for cancellation was undertaken and an updated methodology was put in place. All

HSC Trust implemented this methodology from 1 st

July 2013.

The return is populated by activity data extracted from the Outpatients Universe universe of the

HSC Data Warehouse using Business Objects queries developed by the Department and HSC

Trusts. This data is supplemented by any activity not currently recorded on HSC Trust’s Patient

Administration System (PAS).

Data on attendances at accident and emergency departments in Northern Ireland should be reported on the KH09 (Part 2) data return.

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2 DEFINITIONS

OUTPATIENT SERVICES – An outpatient service is a consultant led service provided by

Health and Social Care Trusts to allow patients to see a consultant, their staff and associated health professionals for assessment in relation to a specific condition. Patients are not admitted into hospital for this assessment. Outpatient services are usually provided during a clinic session providing an opportunity for consultation, investigation and minor treatment. Patients normally attend by prior arrangement. Although a consultant is in overall charge, they may not be present on all occasions the clinic is held. They must, however, be represented by a member of their team.

OUTPATIENT APPOINTMENTS – An outpatient appointment is an administrative arrangement enabling patients to see a consultant, their staff and associated health professionals, following an outpatient referral. Outpatient appointments relate to all appointments with a consultant led service, irrespective of the location in which the service is performed.

NEW ATTENDANCES - A new attendance is the first of a series or the only attendance at an outpatient service with a consultant or their representative following an outpatient referral. In practice, most referrals will be seen as a consequence of a GP referral request; however, referrals may also be received from a range of other sources (see Appendix 1). First attendances at an outpatient clinic that are initiated by the consultant, who has already seen the patient, are classified as review attendances i.e. following an attendance at an Accident & Emergency unit or following an inpatient admission.

NEW ATTENDANCE SEEN - This is the number of patients who attended a new outpatient appointment.

NEW ATTENDANCES DID NOT ATTEND (DNA’d) - This is the number of patients who did not attend, and failed to give advance warning to the hospital, for a new outpatient appointment. This includes patients who cancelled their new outpatient appointment on the same day on which the appointment was scheduled. These should not be confused with those who could not attend and who did warn the hospital in advance (before the day on which the appointment was scheduled).

NEW ATTENDANCE COULD NOT ATTEND (CNA’d) -

This is the number of patients who did not attend, and gave advance warning to the hospital, for a new outpatient appointment before the day of the scheduled appointment. These should not be confused with those who either did not attend without prior warning or those who could not attend and informed the hospital on the day on which the appointment was scheduled. This does not include new appointments cancelled as a result of the hospital being notified of the patient’s death.

REVIEW ATTENDANCES - A review attendance is an attendance at an outpatient service following; a new outpatient attendance, a previous review attendance, an attendance at an

Accident & Emergency unit, a domiciliary visit, or following an inpatient admission, for the same condition. Essentially review appointments are all appointments that are not a first appointment. (See Appendix 8 for further information on the categorising of attendance sequence for face to face and virtual appointments.)

REVIEW ATTENDANCE SEEN - This is the number of patients who attended a review outpatient appointment.

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REVIEW ATTENDANCES DID NOT ATTEND (DNA’d) - This is the number of patients who did not attend, and failed to give advance warning to the hospital, for a review outpatient appointment. This includes patients who cancelled a review outpatient appointment on the same day on which the appointment was scheduled. These should not be confused with those who could not attend and who did warn the hospital in advance (before the day on which the appointment was scheduled).

REVIEW ATTENDANCE COULD NOT ATTEND (CNA’d) -

This is the number of patients who did not attend, and gave advance warning to the hospital, for a review outpatient appointment before the day of the scheduled appointment. These should not be confused with those who either did not attend without prior warning or those who could not attend and informed the hospital on the day on which the appointment was scheduled. This does not include review appointments cancelled as a result of the hospital being notified of the patient’s death.

NEW OUTPATIENT APPOINTMENTS CANCELLED BY HOSPITAL - This is the number of new outpatient appointments that have been cancelled by the provider Health and

Social Care Trust. Such cancellations do not include those cancelled by the patient (Could Not

Attend), appointments the patient did not attend without giving prior notice (DNA) and new appointments cancelled by the hospital as a result of the patient’s death.

REVIEW OUTPATIENT APPOINTMENTS CANCELLED BY HOSPITAL - This is the number of review outpatient appointments that have been cancelled by the provider Health and

Social Care Trust. Such cancellations do not include those cancelled by the patient (Could Not

Attend), appointments the patient did not attend without giving prior notice (DNA) and review appointments cancelled by the hospital as a result of the patient’s death.

WARD ATTENDANCE SEEN BY A CONSULTANT

An attendance at a ward by a patient for the purpose of examination or treatment by a consultant/doctor is an outpatient appointment/attendance. These patients would not currently be admitted to the health care provider. The care is for the prevention, cure, relief or investigation because of a disease, injury, health problem or other factor affecting their health status.

This includes:

disease (physical or mental) confirmed or suspected - inclusive of undiagnosed signs symptoms,

injury - inclusive of poisoning - confirmed or suspected,

health problem e.g. prostheses or graft in situ,

other factors influencing the health status of non-sick persons e.g i.

pregnancy, ii.

family planning, iii.

potential donor (organ or tissue), iv.

potential problem requiring prophylactic (preventative) care, v.

bereavement or other problem requiring health professional counselling, vi.

cosmetic surgery, vii.

other.

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PRIVATE PATIENT ATTENDANCES - A private patient is one who has opted to have treatment outside the Health Service and has undertaken to pay for all expenses incurred, including treatment and accommodation costs. Private patient attendances relate to private patients who attend an outpatient appointment at a facility provided by a Health and Social Care

Trust. These should not be confused with independent sector attendances, which relate to attendances at a private sector healthcare company that is contracted by HSC Trusts in the provision of healthcare or in the support in the provision of healthcare. Any cost of these independent sector attendances is paid by the Health Service and not the patient.

REASONS FOR CANCELLATION - An outpatient appointment may be cancelled by either the provider Health and Social Care Trust (a hospital cancellation) or the patient (patient could not attend – CNA).

Hospital Cancellations may occur for the following reasons:

Consultant unavailable

Medical staff / Nurse unavailable

Patient treated elsewhere

Consultant cancelled appointment

Appointment rescheduled (brought forward)

Appointment rescheduled (put back)

Cancelled following validation / audit

Administrative Process

Hospital transport not available

Cancelled by hospital in order to rebook as alternative booking method

Patient died

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Patient Cancellations (CNA) may occur for the following reasons:

Patient cancelled appointment as it is no longer required

Patient cancelled but the appointment is still required

GP cancelled appointment

PATIENT DIED – This is an appointment which has been cancelled due to the hospital being notified of the patient’s death. Cancellations due to the death of a patient are not included within the figures for either Patient Cancellations (CNA) or hospital cancellations.

VIRTUAL ACTIVITY - A virtual appointment is a planned contact by a Healthcare

Professional responsible for the care of a patient for the purposes of clinical consultation, advice and treatment planning. It may take the form of a telephone contact, video-link intervention, an email or a letter.

Virtual contact between a Healthcare Professional and a patient can be regarded as a Virtual

Outpatient Attendance only as long as it replaces what would have been a face to face attendance at an outpatient clinic and that it directly supports the diagnosis and care planning of a patient/client. It is not intended to facilitate the recording of every contact/phone call. Further information on the definition and recording of virtual activity can be found in the V-QOAR guidance and in Appendix 8 of this document.

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3 COLLECTION OF DATA

OUTPATIENT ACTIVITY

All activity at a consultant led service is counted as an outpatient attendance and should be included on the return (excluding virtual and independent sector activity which is reported on separate returns). The patient does not necessarily have to see the actual consultant at such a visit, but they must be assessed by either the consultant or a member of the consultant’s team.

All activity performed by consultants and health professionals employed by the Health and Social Care Trusts in hospitals in Northern Ireland should be recorded. This includes activity performed as part of ‘in-house’ waiting list initiatives and private patient consultations.

Activity commissioned by the Health and Social Care Trusts, but performed by

Independent Sector providers, irrespective of the location of the service, should not be recorded on this return.

Activity will be reported by specialty. Specialty relates to the specialty of the consultant that performs the activity and is derived from the consultant’s contract of employment. It is recognised, however, that there may be instances where an attendance is recorded under a specialty that reflects the consultant’s contract but does not reflect the specialty that the patient attended under. Hospitals should therefore try to ensure that the consultant’s contract accurately reflects their work.

Activity should be reported irrespective of the location at which the service is delivered but should be attributed to the hospital that holds the contract for the consultant, or member of their team, that provided the service. Examples of the range of locations at which outpatient services are performed are contained in Appendix 6.

Services not controlled by a consultant e.g. those led by a nurse or Allied Health

Professionals should not be included on this return. Integrated Clinical Assessment and

Treatment Services (ICATS) are reported on a separate return.

Attendances at a group session provided by a consultant led service should be recorded as an outpatient attendance. The number of outpatient attendances will relate to the number of patients present who have identifiable patient records, even if the patients are seen together in a group. (Note this is different to a couple/family scenario – see point below.)

At some appointments a family or a couple may be treated together. The number of attendances to be recorded should be the number for whom a separate appointment was made, e.g. if a couple are seen together under the same appointment, this should be counted as one outpatient attendance. If separate appointments were made for them, this should be counted as two outpatient attendances.

Activity of consultants on domiciliary visits for which a fee is payable should not be counted as outpatient attendances. Other home visits and visits to an inpatient of a

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different specialty, e.g. for assessment, should be counted as outpatient attendances.

Whoever has the contact collects and returns the data.

On no account should consultants visiting their own inpatients on a ward be included as outpatient attendances.

At some appointments, one or more doctors may see a patient together. In such a case only one attendance should be recorded.

If another health professional sees a patient in a consultant outpatient clinic, with a doctor, this should be recorded as a patient on the return for the appropriate discipline, as well as the attendance being recorded for the outpatient clinic, e.g. if a patient sees a consultant and an occupational therapist together, this should be recorded as one outpatient attendance and one face-to-face contact for the occupational therapist.

PERIPHERAL OUTPATIENT SERVICES

For the majority of specialties a patient’s attendance will reflect the HSC Trust to which they have been referred and the location where they attended the appointment. However, not all outpatient services are provided at each of the five HSC Trusts in Northern Ireland. In such circumstances patients from one HSC Trust may attend an appointment for a service provided at another HSC Trust, or, in other cases, a consultant, or a member of their team, from one HSC

Trust may provide a visiting ‘outreach’ service at another HSC Trust. In addition, within a HSC

Trust, a consultant may hold services at various locations within their own Trust.

These ‘peripheral’ outpatient services can therefore be:

regional specialties which are organised centrally but hold outpatient appointments throughout the five Trusts, or

consultants from any specialty from one HSC Trust that provide a ‘visiting’ outreach service at another HSC Trust.

consultants from any specialty who may hold services at various locations within their own Trust.

Data on outpatients attending peripheral services should be recorded and returned by the HSC

Trust which holds the contract for providing the service. Data should be broken down by location. With regional specialties this is likely to be the organising centre/hospital, i.e., in the case of cancer services these are reported by the Cancer Centre, Belfast. For visiting consultants

(either within their own Trust or at another HSC Trust) the contract could be either with the hospital holding the clinic, or with the consultant’s hospital/unit. The same rule applies in both scenarios; whoever has the contract collects and returns the data.

It is recognised that in some cases a patient’s records are held on the PAS box of the HSC Trust to where the patient was referred, and not the HSC Trust who holds the contract of the consultant who provides the service. HSC Trusts should therefore ensure that the HSC Trust whose consultant is providing the service either has access to these patient’s details to allow them to record this activity, or a process is set up to provide the details of this activity to them.

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REASONS FOR CANCELLATION: REGIONAL AND SUB-REGIONAL CODES

The total number of appointments cancelled by (i) the provider Health and Social Care Trust and

(ii) the patient are reported in Section 1.1 of the QOAR (see Appendix 2).

The reason for cancellation should also be recorded for each cancelled appointment. Total number of cancelled appointments, by reason for cancellation is reported in Section 1.2 of the return (see Appendix 2).

The reason for cancellation has now become mandatory within the Health Service in Northern

Ireland for all hospitals with access to PAS, and an agreed list of regional codes and definitions can be found in Appendix 3.

Contained within each regional code is a list of agreed sub-regional codes reflecting the outcome of the audit of the ‘Short Life’ working group (the key findings of which can be found in

Appendix 4).

This list of regional and sub-regional codes must be utilised in a standardised manner across all

Trusts. If no reason for cancellation has been recorded, Trusts must report this as ‘No reason for cancellation recorded’.

If an incorrect reason for cancellation has been recorded, for example if one of the hospital cancellation reasons are recorded against a patient cancellation, Trusts must report the number of such errors as ‘Incorrect reason for cancellation recorded’.

Health and Social Care Trusts must use one of the above regional codes to record reason for cancellation. If no reason for cancellation has been recorded, Trusts must report this as ‘No reason for cancellation recorded’. Trusts must not use the reason ‘Other’.

Additional Reason for Cancellation Codes to be added to the QOAR

To ensure standardisation of codes, if Trusts require any new codes under the variable ‘reason for cancellation’, the request should be taken through the Hospital Liaison Group (HLG). As this group meets quarterly, the HLG mailing list should be used to ensure a quick reply to the Trusts request.

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4 REPORTING OF DATA

SECTION 1.1 - OUTPATIENT ACTIVITY

The number of attendances for a new (first) outpatient appointment should be reported in

Column B.1 of the return. These include private patient attendances, which are also recorded separately.

The number of patients who did not attend a new outpatient appointment and failed to give advance warning to the hospital (DNA’d) should be recorded in Column C.1 of the return.

Patients who could not attend a new outpatient appointment and informed the hospital on the day of the appointment (CNA on the day) should also be reported in Column C.1 of the return.

The number of patients who could not attend a new outpatient appointment, and informed the hospital before the day of the appointment (CNA’d), should be reported in Column D.1 of the return. This does not include new appointments cancelled as a result of the hospital being notified of the patient’s death.

The number of attendances for a review outpatient appointment should be reported in Column

E.1 of the return. These include private patient attendances, which are also recorded separately.

The number of patients who did not attend a review outpatient appointment and failed to give advance warning to the hospital (DNA’d) should be recorded in Column F.1 of the return.

Patients who could not attend a review outpatient appointment and informed the hospital on the day of the appointment (CNA on the day) should also be reported in Column F.1 of the return.

The number of patients who could not attend a review outpatient appointment, and informed the hospital before the day of the appointment (CNA’d), should be reported in Column G.1 of the return. This does not include review appointments cancelled as a result of the hospital being notified of the patient’s death.

The number of outpatient appointments as a result of a patient attending a ward for examination or treatment by a consultant should be reported in Column H.1. New and review appointments should be combined.

The number of new outpatient appointments cancelled by the hospital should be reported in

Column I.1 of the return.

The number of review outpatient appointments cancelled by the hospital should be reported in

Column J.1 of the return.

The total number of appointments cancelled as the result of the patient’s death, both new and review, should be reported in Column K.1 of the return.

Attendances by private patients are included within the main body of the return but are ALSO separately reported in Column L.1 of the return. The total number of private patient attendances, both new and review, should be reported in Column L.1.

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SECTION 1.2 - REASONS FOR CANCELLATION OF APPOINTMENTS

The total number of appointments (i) cancelled by the hospital and (ii) cancelled by the patient

(CNA) is also reported in Section 1.2 of the return, split by the reason for cancellation.

The sum total of cancellations, recorded in Column B.2 in Section 1.2 of the return should equate with the sum total of reasons for appointments cancelled by the hospital and cancelled by the patient, excluding patient deaths, as reported in Columns C.2 to Q.2 in Section 1.2.

The total recorded in Column B.2 of Section 1.2 should also equate with the number of appointments cancelled by either the hospital or the patient as reported in Section 1.1 of the return (Column D.1 + Column G.1 + Column I.1 + Column J.1). This is calculated automatically in column M.1. If the total number of cancellations in Column B.2 does not equate to the number reported in Section 1.1 of the return, a

‘ FALSE’

warning will appear. If this happens, you should revisit the number of cancellations and ensure that the correct number is reported in both Sections 1.1 and 1.2.

Column D.1 (new CNA) and column G.1 (review CNA) should agree in total with or be more than the total of column M.2 to column O.2 (patient cancellation reasons). This total may exceed the total of column M.2 to column O.2 as there may be some patient cancellations which have either been incorrectly recorded or not recorded.

Column I.1 (new cancelled by the hospital) and column J.1 (review cancelled by the hospital) should agree in total with or be more than the total of column C.2 to column L.2 (hospital cancellation reasons). This total may exceed the total of column C.2 to column L.2 as there may be some hospital cancellations which have either been incorrectly recorded or not recorded.

A patient cancellation on the day of the appointment should be reported as a DNA, and are therefore not included in Section 1.2 of the return.

SCHEDULE

HIB issue a timetable each quarter instructing HSC Trusts to run the Business Objects query on a particular date. This is usually three weeks after the end of each quarter, allowing HSC Trust administrative staff sufficient time to ensure their outpatient data are recorded correctly on PAS.

The timetable also includes the date by which HSC Trusts must submit their QOAR return to

HIB each quarter. Sufficient time is given to allow HSC Trusts to run their queries, collect data not recorded on PAS, and then populate the QOAR return for each of their hospital sites.

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5 DATA VALIDATION

Each quarter, following receipt of the QOAR return from each HSC Trust, HIB validate the data by comparing figures at Hospital and at specialty level for the current quarter and against each of the four quarters of the previous year. Any irregularities are queried with HSC Trusts.

The validations queries are compiled at Hospital level for each of the five HSC Trusts. Trusts are required to provide an explanation for all queries within a week, as well as to confirm figures or provide amendments where necessary. Whilst it is mainly Part 1.1 that will be queried, on occasions queries will be raised regarding Part 1.2.

At the end of each financial year the last quarter’s data is sent out for validation, along with any outstanding queries for the previous quarters of that year, and presented to HSC Trusts for final sign-off. Trusts are given two weeks to respond to this.

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6 DATA USE

Data submitted by HSC Trusts to the DHSSPS on the QOAR are National Statistics. National

Statistics are produced to high professional standards set out in the UK Statistics Authority Code of Practice for Official Statistics. They are required to comply with the Code’s eight Principles and three supporting Protocols including the Protocol on Release Practices.

Provisional data on the number of new attendances are published quarterly in the Northern

Ireland Waiting Time Statistics: Outpatients Waiting List Bulletin.

Following final sign off from HSC Trusts, data on new and review, attendances, did not attends and cancellations, is then published in the annual Hospital Statistics: Outpatient Activity

Statistics bulletin. The most recent publication, together with previous editions, can be found at the following link: http://www.dhsspsni.gov.uk/index/statistics/hospital/hospital-activity/outpatient-activity.htm

Outpatient activity data split by financial year, hospital, HSC Trust and specialty are also published in Microsoft Excel format at the above link.

Outpatient activity data are also used in:

Ministerial answers to both Written and Oral Assembly questions;

Departmental responses to correspondences received from the NI Assembly Health

Committee, Public Accounts Committee, Northern Ireland Audit Office and other stakeholder bodies such as the Patient Client Council;

Ministerial briefing material;

Health compendium publications, and

Responses to data requests from HSC, politicians, journalists, voluntary / charitable organisations and members of the general public.

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7 CONTACT DETAILS

This document will be reviewed and updated periodically. Frequently asked questions can be found in Appendix 1.

If you have any issues relating to the contents of the document or the collection of outpatient activity information in general please contact:

Hospital Information Branch

DHSSPS

Annex 2, Castle Buildings

Stormont

Tel: 028 90523264 / 02890522521

E-mail: statistics@dhsspsni.gov.uk

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APPENDIX 1: FREQUENTLY ASKED QUESTIONS

What are the main sources of referral for a first outpatient appointment?

While the majority of referrals for a first outpatient appointment will be made by a General

Practitioner, referrals may also be received from a range of other sources. A full list of the sources from which a referral for a first outpatient appointment may be received is outlined below (with Patient Administration System internal codes in brackets):

General Practitioner / General Dental Practitioner, including referrals submitted via the

Clinical Communications Gateway (CCG) (3)

ICATS following triage, i.e. where a patient is initially referred by their GP for an

ICATS service, but at the paper triage stage it is decided that the patient is not suitable to be treated by ICATS and needs to be seen by a consultant. The patient will be referred as a GP referral (3).

Accident and Emergency Department (not initiated by same consultant to whom the patient is being referred) (5)

Other consultant (other than A & E Dept) (5)

Self-referral (5)

Prosthetist (5)

Another Health Practitioner (5)

Family Planning Service (5)

Voluntary Agency (5)

Criminal Justice Agency (5)

Screening Service (5)

ICATS following a diagnostic test or treatment (5)

Should nurse led activity be reported on this return?

No. This return relates solely to activity performed in a consultant led outpatient service.

Activity performed in a non consultant led service, such as those led by nurses, allied health professionals etc should not be reported on this return.

Should ICATS activity be reported on this return?

No. ICATS is the term used for a range of outpatient services for patients, which are provided by integrated multi-disciplinary teams of health service professionals, including GPs with a special interest, specialist nurses and allied health professionals. Activity at ICATS services are not regarded as consultant led activity and should not be recorded on the QOAR.

From 1 st April 2010, a number of ICATS were officially introduced within the HSC, and a data return, the Quarterly ICATS Activity Return (QIAR), was introduced by the Department in

2010/11. HSC Trusts should submit data on ICATS activity to HIB on this return on a quarterly basis.

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Should virtual activity be reported on this return?

No. This return relates solely to activity that takes place in a face to face environment.

However, it should be noted that prior to 2015/16 virtual activity was included on the QOAR. In

April 2015, the HSCB issued technical guidance for the recording of consultant virtual outpatient activity on PAS. Implementation of the virtual activity guidance allowed this virtual activity to be disaggregated from face to face activity. This includes any associated DNAs,

CNAs and hospital cancellations. Subsequently a separate data return for virtual outpatient activity, the V-QOAR, was introduced by the Department in 2015/16.

Any virtual outpatient activity that previously was recorded on the QOAR must now be recorded on the V-QOAR, and HSC Trusts should submit virtual outpatient activity data to HIB on a quarterly basis.

It should be noted that neither the QOAR nor the V-QOAR is intended to facilitate the recording of every contact/phone call made by the consultant, or member of their team.

Can a face to face attendance occur after a virtual attendance, and, if so, how should this be recorded?

Following a new virtual attendance it may be decided that a patient needs a face to face appointment. In this case a patient will be booked in for a review face to face attendance. The initial new virtual attendance will be recorded on the V-QOAR, but the review attendance will be counted as a review attendance on the QOAR. Any subsequent face to face review appointments will also be recorded on the QOAR. If, however, following a face to face review appointment a patient is given a virtual review appointment this should be recorded on the V-

QOAR.

Referrals for a face to face appointment from another consultant following a virtual attendance are treated as a new attendance, and should be recorded on the QOAR.

Should independent sector activity be reported on this return

No. Outpatient activity at Independent Sector providers is recorded on the Departmental Return

IS1 (Part 1), provided by the Health and Social Care Board.

HSC Trusts are provided with guidance, dealing how they should record details of patients transferred to the Independent Sector for assessment, on their PAS system. Following assessment, the Independent Sector provider informs the transferring HSC Trust who records the patient’s outpatient wait as being complete. These records are then validated against financial invoices received by the HSC Trust from the Independent Sector provider for each transferred patient. HSC Trusts then submit this data to the HSC Board.

Where should private patient attendances be recorded?

Private patient attendances relate to patients who pay a fee and attend an assessment with a

Health and Social Care consultant at a Health and Social Care facility. They are included within the main outpatient activity figures (where they should be separated into new and review attendances) and also listed in the Private Patient attendances column. Data in this column relate

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to total attendances and are not split by appointment type. These columns should therefore not be added together.

Does a patient have to be assessed by a consultant in charge of the team in order for their attendance to be reported on the return?

Not necessarily. A patient does not have to be seen by the actual consultant in charge of the team, however in order for the attendance to be recorded as an outpatient attendance, the patient should be seen by either the consultant or a member of a consultant led service. For example, if a patient is seen by a nurse in a service that is under the overall control of a consultant, this activity should be reported on this return. If on the other hand, the patient is seen by a nurse who is not working as part of a consultant led team, the service is considered to be nurse led and should not be reported on this return.

Any contact between the patient and the consultant or a member of their team, that is not face to face, but is its equivalent, should be counted as virtual activity and recorded on the V-QOAR.

If a patient attends an appointment with a consultant, following an initial attendance at an

Accident and Emergency Department, how should this be reported?

As a result of increasing efforts to improve the quality of care provided by the health service,

Accident and Emergency attendees are increasingly being given appointments for reattendances. This has focused attention on the difference between a follow-up attendance at an

A&E clinic and an attendance at an outpatient clinic of a consultant in the A&E specialty.

The key elements of an outpatient attendance at a clinic of the A&E specialty are that the patient is given an appointment and is seen by a consultant of the A&E specialty or member of their team in a clinic with a recognised clinic purpose (e.g. Fracture Clinic, Trauma Clinic etc). This activity is recorded in the outpatient activity return as a review outpatient attendance against specialty 180. A follow-up attendance at an A&E Department is a re-attendance where the patient sees a nurse, or the patient is seen by an A&E consultant but the attendance is not within a clinic session with a recognised clinic purpose. These attendances should be reported on

KH09 (Part 2) as a follow-up attendance at an A & E Department. Any re-attendance where the patient sees a consultant of a different specialty or their team should be recorded as the appropriate outpatient attendance in that consultant's specialty.

Hence, the fact that a patient is given a specific appointment time for a follow-up A&E attendance does not necessarily mean that this attendance should be automatically counted as an outpatient attendance (rather than an A&E follow-up). The purpose of the clinic and the specialty of the consultant in charge of the clinic are critical factors. The advice contained in this answer, is particular to A&E Departments and should not be applied generally.

Does the patient have to attend a face to face consultation at a hospital in order for the attendance to be reported on the return?

Not necessarily. The face to face consultation may take place at a location outside of the hospital (see Appendix 6).

For activity performed outside of a hospital, the attendance should be attributed to the hospital that holds the contract for the consultant, or member of their team, that provided the service.

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Should Waiting List Initiative (WLI) activity be included within this return?

Yes. Health Service patients will attend an outpatient appointment at a HSC hospital, at either a routinely provided or core consultant led outpatient service, or at a consultant led service additionally provided by the HSC Trust. These latter services (sometimes referred to as ‘Waiting

List Initiatives’) should be recorded as one would the routinely provided or core outpatient activity.

This WLI activity should not be confused with outpatient activity carried by an Independent

Sector provider.

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General Surgery

Urology

Trauma & Orthopaedics

ENT

Ophthalmology

Oral Surgery

Restorative Dentistry

Paediatric Dentistry

Orthodontics

Neurosurgery

Plastic Surgery

Cardiac Surgery

Paediatric Surgery

Thoracic Surgery

Accident & Emergency

Anaesthetics

Pain Management

General Medicine

Gastroenterology

Endocrinology

Haematology (Clinical)

Clinical Physiology

Clinical Pharmacology

Audiological Medicine

Clinical Genetics

Clinical Genetics & Mol. Genetics

Clinical Immunology & Allergy

Rehabilitation

Palliative Medicine

Cardiology

Dermatology

Thoracic Medicine

Infectious Diseases

Genito-Urinary Medicine

Nephrology

Medical Oncology

Nuclear Medicine

Neurology

Clinical Neuro-Physiology

Rheumatology

Paediatrics

Paediatric Neurology

Geriatric Medicine

Dental Medicine Specialties

Medical Ophthalmology

Obs & Gyn (Obstetrics)

Obs & Gyn (Gynaecology)

Antenatal Clinic

Postnatal Clinic

Well Babies (Obstetrics)

Well Babies (Paediatrics)

General Practice (Maternity)

General Practice (Non maternity)

Learning Disability

Mental Illness

Child & Adolescent Psychiatry

Forensic Psychiatry

Psychotherapy

Old Age Psychiatry

Clinical Oncology

Radiology

General Pathology

Blood Transfusion

Chemical Pathology

Haematology

Histopathology

Immunopathology

Medical Microbiology

Neuropathology

Community Medicine

Occupational Medicine

Joint Consultant Clinic

TOTAL

371

400

401

410

420

421

330

340

350

360

361

370

302

303

304

305

310

311

312

313

314

315

320

172

180

190

191

300

301

142

143

150

160

170

171

Specialty

Code

(A.1)

100

101

110

120

130

140

141

810

820

821

822

823

824

710

711

712

713

715

800

830

831

832

900

901

990

520

540

550

610

620

700

430

450

460

501

502

510

APPENDIX 2: OUTPATIENT ACTIVITY DATA RETURN

Secti on 1.1 Consul tant Outpati ent Acti vi ty

Main Specialty Function

Se e n

(B.1)

0

Ne w

DNA

1

(incl

CNA on day)

(C.1)

CNA 2

(D.1)

Atte ndance s

Re vie w

Se e n

(E.1)

DNA

1

(incl

CNA on day)

(F.1)

0 0 0 0

Cance lle d Appointme nts

Ne w Re vie w

CNA 2

(G.1)

0

Ward

Attendance seen by

Consultant

(H.1)

Cance lle d by

Cance lle d by

Hos pital 3 Hos pital 3

Cance lle d following de ath of patie nt 4

Private

Patient

Attendances

(I.1) (J.1) (K.1) (L.1)

D.1+G.1

+I.1+J.1

= B.2

(M.1)

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

0 0 0 0

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

TRUE

0 TRUE

1 - Did not attend - includes patients that do not attend and do not give prior notice and patients who inform the hospital on the day of the scheduled appointment that they could not attend the appointment.

2 - Could not attend - includes patients who inform the hospital (before the day of the scheduled appointment) that they cannot attend their appointment.

3 - Ward attendance seen by consultant - includes patients attending a ward for the purpose of examination or treatment by a consultant and are currently not admitted to the hospital

4 - Cancelled appointments - these relate to all appointments cancelled by the hospital.

5 - Cancelled following death of patient - this relates to all appointments cancelled as a result of the death of a patient.

20

Secti on 1.2 Reason for cancel l ati on of outpati ent appoi ntment

Main Specialty Function

General Surgery

Urology

Trauma & Orthopaedics

ENT

Ophthalmology

Oral Surgery

Restorative Dentistry

Paediatric Dentistry

Orthodontics

Neurosurgery

Plastic Surgery

Cardiac Surgery

Paediatric Surgery

Thoracic Surgery

Accident & Emergency

Anaesthetics

Pain Management

General Medicine

Gastroenterology

Endocrinology

Haematology (Clinical)

Clinical Physiology

Clinical Pharmacology

Audiological Medicine

Clinical Genetics

Clinical Genetics & Mol. Genetics

Clinical Immunology & Allergy

Rehabilitation

Palliative Medicine

Cardiology

Dermatology

Thoracic Medicine

Infectious Diseases

Genito-Urinary Medicine

Nephrology

Medical Oncology

Nuclear Medicine

Neurology

Clinical Neuro-Physiology

Rheumatology

Paediatrics

Paediatric Neurology

Geriatric Medicine

Dental Medicine Specialties

Medical Ophthalmology

Obs & Gyn (Obstetrics)

Obs & Gyn (Gynaecology)

Antenatal Clinic

Postnatal Clinic

Well Babies (Obstetrics)

Well Babies (Paediatrics)

General Practice (Maternity)

General Practice (Non maternity)

Learning Disability

Mental Illness

Child & Adolescent Psychiatry

Forensic Psychiatry

Psychotherapy

Old Age Psychiatry

Clinical Oncology

Radiology

General Pathology

Blood Transfusion

Chemical Pathology

Haematology

Histopathology

Immunopathology

Medical Microbiology

Neuropathology

Community Medicine

Occupational Medicine

Joint Consultant Clinic

TOTAL

420

421

430

450

460

501

502

330

340

350

360

361

370

371

400

401

410

510

520

540

550

610

620

700

710

711

830

831

832

900

901

990

712

713

715

800

810

820

821

822

823

824

304

305

310

311

312

313

314

315

320

180

190

191

300

301

302

303

130

140

141

142

143

150

160

170

171

172

Specialty

Code

Number of appointments

Cancelled by either

Hos pital or

Patient

(B .2) (A.2)

100

101

110

120

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

0

HCON

(C.2)

0

HMED

(D.2)

0

HPTE

(E.2)

0

HCCA

(F.2)

0

HAB F

(G.2)

0

HAPB

(H.2)

Reason for cancellation of appointment

0

HCFV

(I.2)

0

HADE

(J.2)

0

HTNA

(K.2)

0

HRB K

(L.2)

0

PNLN

(M.2)

0

PCSR

(N.2)

0

PGPC

(O.2)

Reas on for cancellation not recorded

Incorrect reas on for cancellation recorded

(P.2) (Q.2)

0 0 0

APPENDIX 3: REASONS FOR CANCELLATION

Since the reason for cancellation has now become mandatory for all Trusts to record, an agreed list of regional codes and definitions can be found below.

Contained within each regional code is a list of agreed sub-regional codes reflecting the outcome of the audit by the ‘Short Life’ working group.

This list of regional and sub-regional codes must be utilised in a standardised manner across all Trusts.

Regional Code QOAR Regional Group Description Sub-Regional Codes

HCON

HMED

HPTE

CONSULTANT UNAVAILABLE

Unique to consultant staff

Used to record any consultant absence related to clinical/personal/admin reasons

MEDICAL STAFF / NURSE UNAVAILABLE

Relates to all Health Professionals (Midwife,

Medical, Nursing and AHP)

Use to record absence related to clinical/personal/admin reasons for staff other than consultants

PATIENT TREATED ELSEWHERE

Use to record an appointment which is cancelled by the hospital as the patient is already being treated in hospital, being treated by another specialty, or referred to another specialty, or appointments needs to be moved to a new location i.e. change of location or

Consultant Absent (Administrative/Management)

Consultant Absent (Clinical/Medical)

Consultant Absent (Personal)

Consultant Ill

Consultant Left Trust/Retired

Other Health Professional Absent (Administrative/Management)

Other Health Professional Absent (Clinical/Medical)

Other Health Professional Absent (Personal)

Other Health Professional Ill

Other Health Professional Left Trust/Retired

Change In Location

Currently Being Referred To Independent Sector

Currently Being Referred Within The HSC

Currently Being Treated In Alternative Care Setting

HCCA

HABF

HAPB discharged back to GP.

Used to record patients funded by the HSC but treated in the independent sector.

CONSULTANT CANCELLED APPOINTMENT

Use to record a patient who has had their appointment cancelled by the consultant as treatment is no longer required, e.g. the result of diagnostics determines that the consultant does not need to review the patient.

APPOINTMENT RESCHEDULED – BROUGHT

FORWARD

Use to record any appointments cancelled by the Hospital where the appointment has been brought forward.

This relates to appointments where the:

· date and time have been changed

· time has changed, but the date remains the same

APPOINTMENT RESCHEDULED – PUT BACK

Use to record any appointments cancelled by the Hospital where the appointment has been put back.

This relates to appointments where the:

· date and time have been changed

· time has changed, but the date remains the same

Appointment No Longer Required At Consultants Request

Earlier Appointment Requested By Health Professional

Management Of Clinic

Waiting List Management

External Incident

Funding Issues

Industrial Action

Internal Incident

Later Appointment Requested By Health Professional

Management Of Clinic

Technical Issues

23

HCFV

HADE

HTNA

HRBK

PNLN

CANCELLED FOLLOWING VALIDATION /

AUDIT

Use if the appointment has been cancelled by the Hospital as a result of validation having taken place.

ADMINISTRATIVE PROCESS

Use to record any appointment which is cancelled by the Hospital as a result of an error in the admin process – this is not exclusively confined to Booking Centre processes.

HOSPITAL TRANSPORT NOT AVAILABLE

Use to record any appointment which is cancelled by the Hospital due to a transport reason.

CANCELLED BY HOSPITAL IN ORDER TO

REBOOK AS ALTERNATIVE BOOKING

METHOD

Use for any appointment which is cancelled by the hospital as part of the implementation of partial booking.

PATIENT CANCELLED APPOINTMENT AS IT

IS NO LONGER REQUIRED

Use to record if the patient has called the hospital to cancel their appointment, and to

Validation

Audit

Administrative Error

Management of Clinic

Management Processes

Ambulance Unavailable

Alternative Rebooking Method

Change in Location

Change In Medical Circumstances

Changed To Private Patient

Patient Moved Away

24

PCSR

PGPC state that no further appointment is required.

Local codes to be removed from this regional code:

· Patient DNA’d

· Patient DNA’d previous appointment

· Problem gone (duplicate)

PATIENT CANCELLED BUT THE

APPOINTMENT IS STILL REQUIRED

Use to record an appointment cancelled by the patient due to personal reasons, where an appointment is still required.

GP CANCELLED APPOINTMENT

Use to record an appointment cancelled by the

GP following consultation with the patient.

Change In Medical Circumstances

External Incident

Patient Ill

Patient Requests Earlier Appointment

Unsuitable

Appointment Cancelled By GP

Cancellations due to the death of a patient (HRIP and PRIP) are reported separately on Section 1.1 of the return and should not be included within the figures for either Patient Cancellations (CNA) or hospital cancellations.

25

APPENDIX 4: KEY OUTCOMES OF SHORT LIFE WORKING GROUP

Impact on Patient

A cancelled hospital appointment which had an impact on the patient is defined as one where contact was required with the patient, either in writing or by telephone to discuss their appointment which would involve a change in the date/time/location of the appointment.

Measuring Impact on Patient

The measurement of the impact of hospital cancellations on the patient will be calculated as followed:

 The impact on the patient when there is a ‘Change In Date’ will be measured via the regional query on Microsoft Access.

 The impact on the patient when there is a ‘Change in Time but No Change in Date’ will be measured via the regional query on Microsoft Access. (This will not measure the change in hours and minutes but rather that there has been a change in time).

 The impact on the patient when there is a ‘Change In Location’ will be measured via the

Sub-regional code: Change in Location, which comes under the Regional code: HPTE. This should include patients who are relocated to another hospital either within a Trust or across

Trusts.

Monitoring Impact on Patient

A monthly statistical return, submitted by HSC Trusts was introduced from July 2013.

This return is known as the Impact on Patients of Hospital Cancelled Appointments return

(IPHCOA), formerly known as the Short Life Working Group (SLWG) return.

An internal brief covering the nine month period July 2013 to March 2014 has been developed, with a further report covering the 2014/15 year planned.

It should be noted that although the figures are produced in line with the QOAR definitions and guidance document, the figures detailed in the IPHCOA are not directly comparable to the figures collected in the QOAR due to the methodological differences in the processing of the data. The QOAR data is based on attendances and cancellations within a given quarter, whereas the IPHCOA data is based on attendances (face to face and virtual) within a given month with a previous cancellation (within three months of the attended appointment) on record.

APPENDIX 5: LIST OF SPECIALTIES AND SPECIALTY CODES, BY PROGRAMME

OF CARE

Programmes of Care are divisions of healthcare, into which activity and finance data are assigned so as to provide a common management framework. They are used to plan and monitor the health service, by allowing performance to be measured, targets set and services managed on a comparative basis. In total, there are nine Programmes of Care. However, only five of these are relevant to hospital activity.

POC 1 - ACUTE SERVICES

100 General Surgery

101 Urology

110 Trauma & Orthopaedics

120 ENT

130 Ophthalmology

140 Oral Surgery

141 Restorative Dentistry

142 Paediatric Dentistry

143 Orthodontics

150 Neurosurgery

160 Plastic Surgery

170 Cardiac Surgery

171 Paediatric Surgery

172 Thoracic Surgery

180 Accident & Emergency

190 Anaesthetics

191 Pain Management

300 General Medicine

301 Gastroenterology

302 Endocrinology

303 Haematology (Clinical)

304 Clinical Physiology

305 Clinical Pharmacology

310 Audiological Medicine

311 Clinical Genetics

312 Clinical Genetics And Molecular Genetics

313 Clinical Immunology And Allergy

314 Rehabilitation

315 Palliative Medicine

320 Cardiology

330 Dermatology

340 Thoracic Medicine

350 Infectious Diseases

360 Genito-Urinary Medicine

361 Nephrology

370 Medical Oncology

371 Nuclear Medicine

400 Neurology

401 Clinical Neurophysiology

27

410 Rheumatology

420 Paediatrics

421 Paediatric Neurology

450 Dental Medicine Specialties

460 Medical Ophthalmology

502 Obs & Gyn (Gynaecology)

620 General Practice (Other)

800 Clinical Oncology (Was Radiotherapy)

810 Radiology

820 General Pathology

821 Blood Transfusion

822 Chemical Pathology

823 Haematology

824 Histopathology

830 Immunopathology

831 Medical Microbiology

832 Neuropathology

900 Community Medicine

901 Occupational Medicine

990 Joint Consultant Clinic

POC 2 - MATERNITY & CHILD HEALTH

501 Obs & Gyn (Obstetrics)

510 Obstetrics - Ante Natal Outpatients

520 Obstetrics - Post Natal Outpatients

540 Well Babies - Obstetrics

550 Well Babies – Paediatrics

610 General Practice (Maternity)

POC 4 - ELDERLY CARE

430 Geriatric Medicine

715 Old Age Psychiatry

POC 5 - MENTAL HEALTH

710 Mental Illness

711 Child & Adolescent Psychiatry

712 Forensic Psychiatry

713 Psychotherapy

POC 6 - LEARNING DISABILITY

700 Learning Disability

28

APPENDIX 6 - LOCATIONS

01 Client's or Patient's Home

The private residence (temporary or permanent) of the client or patient. Includes foster home, hotel, bed & breakfast accommodation, university halls of residence, staff accommodation (e.g. nurses home), sheltered accommodation and any other accommodation which may be used as a client's home provided it is not listed below.

02 Health Centre

A HPSS owned or leased facility for use by local GPs and supporting local related services.

03 Other GMP Premises

Premises mainly used by a GP practice for patient consultations. The distinguishing feature from a HEALTH CENTRE is that no health care services, other than those provided directly by the GP PRACTICE, are based at the premises.

04 Ward on HPSS Hospital Site

All wards on a HPSS managed hospital site inclusive of wards open day-time only.

Includes wards in HPSS Hospices and HPSS GP Hospitals.

-

06 Hospice

Non-HPSS managed residential premises, voluntary or private, registered under Article

35 of the HPSS (NI) Order 1972 for the provision of clinical pain relief and professional nursing care to resident patients who are terminally ill.

07 Other Voluntary or Private Hospital or Nursing Home

Any non-HPSS managed residential premises, voluntary or private, excluding hospices, registered under the Nursing Homes and Agencies Act (NI) 1971. Includes Mental

Nursing Homes.

Group Homes

Residential accommodation provided to cater for a small group of vulnerable persons

(e.g. mentally handicapped, mentally ill) sharing a common household. Such premises are normally unstaffed at night or have no staff on site. In the event of the deterioration of health of one or more residents, 24 hour staff attendance may be provided on a temporary basis without affecting the status of the home. Excludes Sheltered

Accommodation.

29

-

-

-

-

12 Other Residential Care Homes Managed by Voluntary or Private Agents

Any other residential accommodation providing board and personal care to the residents.

Includes homes for children, the elderly or physically disabled. Excludes sheltered accommodation.

Other Residential Care Homes should be sub-divided into:-

HPSS Day Care Facility

See definition of DAY CARE FACILITY. Also includes HPSS managed Adult Training

Centres, Work Related/Training for Work Project Areas, Nursery-type facilities and any other day care facility provided for clients or patients to enable the maintenance of function of vulnerable groups e.g. the elderly, mentally ill, mentally handicapped, physically disabled. Excludes paramedical departments.

Day Centre

Non-Residential premises provided for the day care of vulnerable groups of persons e.g. the elderly, mentally ill, mentally handicapped and physically disabled. Includes Non-

HPSS managed Adult Training Centres, Work Related/Training for Work Project Areas,

Nursery-type facilities and any other day care type facility provided for the support and maintenance of function of vulnerable persons. Excludes premises provided for the general public.

HPSS Consultant Clinic Premises

HPSS managed premises used mainly for patients to attend for consultation, examination, investigation and/or treatment including minor operative procedures. The distinguishing feature is that the main use of the premises is for hospital consultant/consultant firms and diagnostic health professionals employed by a Health

Board, to come into face-to-face contact with their patients. Includes Outpatient

Departments, A&E, Radiotherapy, Radiology and Physiological Measurement

Departments. Excludes wards, premises used primarily for Day Care, Paramedical

Departments and any other premises separately identified. Also excluded are Pathology

Departments or other areas not usually used for face-to-face contacts.

Health Clinic Premises

Non-hospital premises used for clients to attend for consultation, examinations, assessment and/or treatment. The distinguishing feature is that the main use of the premises is for community medical officers (including community paediatricians), community nurses, health visitors, community dentists and other health professionals to come into face-to-face contact with their clients. Includes Child Guidance Centres, Child

Assessment Centres, Family Planning Clinics and other 'client-contact' health premises.

Excludes General Medical Practitioner premises, HPSS Consultant Clinic Premises,

Paramedical departments and Resource Centre premises.

30

- Resource Centre

Non-residential premises for the use of multi-disciplinary or specialist teams to see clients or patients either as referrals or self-referrals for treatment, advice and information. The provision of Resource Centres are usually for the care of those persons with Mental Health or Mental Handicapped problems. Excludes General Medical

Practitioner premises, HPSS Consultant Clinic Premises, or Health Clinic and

Paramedical departments.

- Paramedical Department

Premises provided mainly for the use of paramedical professionals including audiology technicians. Excludes General Practitioner, HPSS Consultant Clinic, Health Clinics and

Resource Centres.

- School Premises

Premises used primarily for primary and secondary education. Includes sixth form colleges, nursery schools and special schools. Excludes nurseries and establishments for higher education (i.e. those providing advanced courses leading to qualifications above

General Certificate of Education 'A' Level).

- Other HPSS Managed Sites

Any other HPSS managed premises (departments or facilities) providing Health or Social

Service type care where face-to-face contacts occur regardless of the main purpose of the premises. Includes Health Education Centres, Nurseries or Crèches (excluding those classifiable to Day Care) Leisure Activity Centres and the offices and staff training premises of health or social service professionals.

35 Prison Department Establishments

Includes detention centres, youth custody centres and prisons.

36 Public Place or Street

Includes Police Station.

37 Other

Other locations not classified elsewhere. Includes first aid rooms in factories, health facilities in universities and the private homes of health or social service professionals.

31

- HPSS Nursing and Residential Care Homes

HPSS Nursing and Residential Care Homes provide facilities for clients/patients requiring residential nursing care. Medical care continues to be the responsibility of the client/patient's GP. It is on a HPSS site, owned, managed or leased separately from any hospital.

32

APPENDIX 7: CATEGORISING AND RECORDING OF ATTENDANCE SEQUENCE

FOR VIRTUAL AND FACE TO FACE APPOINTMENTS

Whilst virtual activity will be recorded separately from face to face activity, it should be noted that a patient may undergo a sequence of attendances that will involve a combination of the two.

Whether these will be counted as new or review attendances will depend on the precise sequence of attendances. The main scenarios (prior to discharge), and how and where these should be recorded, are discussed below.

(i) Following referral, a patient may be triaged to a core or a designated virtual clinic for a virtual new appointment. This will be recorded on the V-QOAR as a virtual new attendance. The patient may then be given a virtual review appointment, which will be recorded on the V-QOAR as a virtual review attendance. Any subsequent virtual attendances will also be recorded as virtual review attendances on the V-QOAR.

Virtual new → Virtual review → Virtual review

V-QOAR → V-QOAR → V-QOAR

(ii) Following referral, a patient may be triaged to a core or designated virtual clinic for a virtual new appointment. This will be recorded on the V-QOAR as a virtual new attendance. However, following this virtual new attendance it is decided that the patient requires a face to face appointment. This will be recorded on the QOAR as a review attendance. Any subsequent face to face attendances will also be recorded on the QOAR as review attendances.

Virtual new → Face to face review → Face to face review

V-QOAR → QOAR → QOAR

(iii) As (ii), but following the review face to face attendance that is recorded on the QOAR, the patient is given a virtual appointment. This third attendance will be recorded on the

V-QOAR as a virtual review attendance.

Virtual new → Face to face review → Virtual review

V-QOAR → QOAR → V-QOAR

(iv) Following referral, a patient is triaged to a clinic for a face to face appointment. This will be recorded on the QOAR as a face to face attendance. Following this face to face attendance the patient is given a virtual appointment. This will be recorded on the V-

QOAR as a virtual review attendance. Any subsequent virtual review attendances will also be recorded as virtual review attendances on the V-QOAR.

Face to face new → Virtual review → Virtual review

QOAR → V-QOAR → V-QOAR

(v) As (iv), but following the virtual review attendance, the patient is given a face to face appointment. This third attendance will be recorded on the QOAR as a review attendance.

Face to face new → Virtual review → Face to face review

QOAR → V-QOAR → QOAR

33

As well as the scenarios above, if patients have multiple review appointments, these could switch between virtual and face to face appointment types. Therefore, care must be taken to record this appropriately. Further information is given in the flowcharts that follow.

34

New Appointment

Referral Source 3 & 5 (NEW) &

Consultant Led. Referral triaged.

REVIEW

Face to Face

Appointment

Normal NEW Face to

Face Outpatient

Appointment

Treated as

REVIEW Virtual

Appointment

Discharged

Contact with referrer via

Letter, Email, Telephone

Discharge Referral using discharge code VADV

This code should only be

used if the referrer has been

given specific advice.

Discharged

Appointment Type

Letter - LR

Telephone– TR/RT

Email – ER

Video Link- VR

ATT

Discharged

VIRTUAL ACTIVITY includes review of Notes, Results & X-rays that are followed by contact with the patient/proxy virtually.

Treated as NEW Virtual

Appointment

Appointment Type

Letter - LN

Telephone– TN/NT

Email – EN

Video Link - VN

ATT

Treated as a

REVIEW Virtual

Appointment

REVIEW

Face to Face

Appointment

Discharged Appointment Type

Letter LR

Telephone– TR/RT

Email – ER

Video Link- VR

Discharged

Review Appointment

Normal REVIEW Face to

Face Outpatient

Appointment

REVIEW

Face to Face

Appointment

Treated as

REVIEW Virtual

Appointment

Discharged

Appointment Type

Letter - LR

Telephone –TR/RT

Email – ER

Video Link- VR

ATT

Discharged

Referral Source 2 (REVIEW) &

Consultant Led. Referral triaged.

Discharged

VIRTUAL ACTIVITY includes review of Notes, Results & X-rays that are followed by contact with the patient/proxy virtually.

Treated as REVIEW

Virtual Appointment

Appointment Type

Letter - LR

Telephone – TR/RT

Email – ER

Video Link - VR

ATT

REVIEW

Face to Face

Appointment

Discharged

Discharged

36

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