‘Consultation on Information Requirements of Community Nurses and Health Visitors for a Primary Care EPR’ – Interim Stage Report. Executive Summary February 2003 This paper summarises the Interim Stage Report on the ‘Consultation on Information Requirements of Community Nurses and Health Visitors for a Primary Care EPR’. The electronic Community Health Information Project (eCHIP) channelled this consultation, through the Community Nursing Network (CNN)1 a Scottish Reference group for Community Nursing IM&T. A full copy of the report can be obtained through the eCHIP Project Manager2 The Response Responses were returned from 12 CNNlink people representing 12 out of 17 PCT/Island Boards (71%). Additional individual responses were also returned. In total 279 community nurses were involved in this round of the consultation. The response process findings are helpful in starting to identify issues that support and restrict ‘grass roots’ access to, and involvement in, national projects. Further work on this theme will be taken forward within the fifth stream of eCHIP: Supporting the infrastructure: underpinning people issues. Information requirements There is general consensus that health record information can be grouped at three levels: Core information, Summary information, Specialist information, with management information being a selective anonymised by-product aggregation of data from the other groups. ‘Specialist information’ within operational clinical systems and accessed by HCPs of the same discipline or within the same “functional” multidisciplinary team ‘Summary information’ should provide other HCPs with enough detail to allow contact to be made with named person for further information to be shared. ‘Core information’ is seen as being basic to clinical practice and is required by all HCPs as well as social care colleagues Some 83% of responses said that current ‘management information ‘does not accurately reflect clinical practice and we should be striving towards this. A number of responses highlighted the link between management information and clinical governance. The area of highest priority is around access to information from other systems that enables community nurses to deliver effective clinical care and reduce duplication of work. Page 1 of 3 All respondents (100%) felt the concept of care programme and evidence based planned care is valid for ‘Summary Information’ although 75% said some care is ‘one off’ or isn’t ‘neatly’ a care programme. Further work on clarification of concepts, terms and definitions will be done within Stage Two. EPR Core Dataset The criteria for a core dataset for the purpose of electronic patient records are: It supports direct patient care It supports continuity of care It supports communications processes for the patient journey This however does not mean that all HCPs have to always collect this data. Some could be maintained by Board/Trust level systems integrating with local systems. Could be maintained at Board/PCT level CHI/patient identifier Surname Forename Date of Birth Sex Address Postcode Telephone Ethnicity GP Practice No GP Practice Postcode Allergies (optional if none) Care Programme Care Programme Start date Key worker/case holder discipline Significant factors socio-environmental(optional if none) Significant factors medical(optional if none) Care Programme end date(only at end of specific care) Discharge reason/outcome(only at end of specific care) Encounter/contact date Type of encounter/contact HCP making encounter/contact Location of encounter/contact Interventions Problem/health issue/symptom (Optional if not explicit target Alerts (optional if none) Care Programme) Table 4: Proposed EPR Core Dataset (this does not mean that all HCPs have to always collect this data some can be maintained by Board/Trust level systems integrating with local systems) Management Core Dataset The criteria for a core dataset for the purpose of management, service planning, monitoring and development are: It is truly a by-product of a clinical dataset It validly reflects patient care It reflects care planned and delivered by competent professionals It focuses on professional best practice standards rather than on ‘tasks’ It supports professionally validated outcome measures Must be appropriately anonymised Must contribute to the knowledge base on health service delivery and health improvement. Date of Birth Sex Page 2 of 3 Postcode GP Practice No Care Programme Start date End date Discharge reason/outcome Key worker Discipline Significant factors socio-environmental Significant factors medical Table 5: Management core dataset General Issues Many questions were raised in relation to: Data protection, patient confidentiality and consent. Sharing information and access controls Lack of integration of systems and much duplication of work and data entry What to do with the paper records Management information has to be anonymous and there was general concern that patients may refuse to give information because of fear about ‘government agencies’ Mobile technology- needed most in patient’s home Related findings Some issues were raised in this consultation and although there is some overlap here, these will be covered within other streams of PTI. Next steps Stage two Stage two integrates with the project plan of eCHIP Stream 3: Practice Team Information (PTI) and aligns the the above datasets with the PTI dataset for a further short round of consultation. The Clinical data development team within ISD will facilitate clarification and definition of concepts within the datasets. This work links with UK wide and international informatics work. Stage two aims to measure what functionality existing clinical information systems provide and identify with three levels priorities for extended functionality. The findings from this will inform an analysis of the impact of introducing standardised dataset and information standards to support clinical practice. 1 2 www.cnnet.org.uk Kathy.Dallest@scotland.gsi.gov.uk tel:0131-244-2279 Page 3 of 3