UKMi Executive U Proposal for establishment of an NHS Injectable Medicines Guide Executive Summary This paper proposes that the Department of Health support the development of an NHS Injectable Medicines Guide which will provide an NHS-wide resource to facilitate implementation of new patient safety initiatives and recommendations from the National Patient Safety Agency and the Healthcare Commission relating to injectable medicines. This project will be led by a joint team from the UK Medicines Information (UKMi) network, the IV Guide Group and the Royal Pharmaceutical Society of Great Britain, in partnership with organisations representing the major pharmacy, nursing and medical professions. The NHS Injectable Medicines Guide will build on current work and expertise within the NHS and will be produced on a phased basis, prioritised according to clinical risk, over 2 years. All injectable medicines used within the NHS will be covered, including all routes of administration and whether licensed or not. The project plan will be to establish a writing and clinical governance infrastructure and commence production in the first year, and to complete initial production and implement a review process in Year 2. A robust and accountable multidisciplinary management and consultative structure will be established, in addition to new electronic platforms for production and delivery. A funding requirement of £476K is required over 2 years to achieve this proposal. Funding streams to maintain the NHS Injectable Medicines Guide after the initial 2-year development period will be identified during the project period. 1. Introduction This paper proposes that the Department of Health supports and facilitates funding for the development of an NHS Injectable Medicines Guide. The need for such a development has been highlighted by the recent work of the National Patient Safety Agency (NPSA) in preparation for a safety alert ‘Patient Safety Alert 20: Promoting safer use of injectable medicines’’, published in 2007. This proposal has developed from an approach to UK Medicines Information network (UKMi) by the NPSA to provide an information resource to front line healthcare staff to minimise the risk posed by injectable medicines. This approach was made based on a UKMi track record for delivery of high quality national medicines management initiatives (e.g. national horizon scanning for the NHS, a training and clinical advisory infrastructure for NHS Direct, introduction of www.nelm.nhs.uk etc). This proposal arises from the joint work undertaken by UKMi, the National IV Guide Group and the Royal Pharmaceutical Society of Great Britain. Page 1 of 13 The joint group is proposing an NHS Injectable Medicines Guide for the NHS to address the following unmet needs: A one-stop quality information resource for frontline NHS staff to enable the safe prescribing, administration and supply of all injectable medicines. Provision of information to primary care staff to support implementation of community initiatives related to injections. A mechanism by which a consistent, standardised approach to care can be delivered across the whole of the NHS in this high risk area. A national initiative has the advantage that it will avoid the duplication of effort, waste of NHS resource and risk which will be engendered by every Trust writing its own in-house injectables guide. The joint group intend to work across the whole UK, utilising appropriately skilled staff to write material and undertake quality assurance. The proposal is supported by a wide range of professional groups within the UK, with which continuing partnerships will be developed. It is proposed that 2 year project funding is made available to establish the NHS Injectable Medicines Guide. 2. Injectable medicines and risk Potential risks to patient safety are considerable with injectable medicines, with many reports in the literature of errors and clinical incidents leading to potentially serious sequelae, and even death, in patients (1-5). Although many incidents relate to intravenous (IV) administration because of the high number of IV administrations used, other routine parenteral routes of administration, e.g. intramuscular, subcutaneous, intrathecal, epidural etc, also present risks of varying degrees to patients. It is incumbent on the NHS and its practitioners (medical, nursing and pharmaceutical) to minimise risk and potential harm to patients, within a robust clinical governance framework. Appropriate training, clinical competencies, accountability, standards and guidance, all within a controlled structure and with a corporate/organisational acceptance of ultimate responsibility, are essential to minimise risk and harm to patients. A key tool in achieving this is the provision of credible, accurate, up-to-date and evidencebased clinical guidance, enabling NHS practitioners to work safely when administering injectable drugs. In March 2007 the National Patient Safety Agency (NPSA) published a Patient Safety Alert (Patient Safety Alert 20: Promoting safer use of injectable medicines). One of the recommendations in the report states “Ensure essential technical information on injectable medicines is available and accessible to healthcare staff in clinical areas at the point of use.” This is reinforced in section 3 of the report, underpinning the place of the existing main IV Guide (see below) as the principal resource to provide compliance with this recommendation. At present there is no single source of information, UK or international, that frontline staff can call upon which provides them with all the essential information required. Page 2 of 13 3. Current position There is an array of IV medicines guides produced in-house by NHS Trusts (estimated at 2030). Although some guides are available outside the originating hospital, the principal IV guide used extensively throughout the NHS is that produced by a National IV Guide Group with representatives from over 125 UK hospitals, ‘The IV Guide’. The majority of NHS produced guides, including The IV Guide, focus only on IV administration and exclude other parenteral routes that also carry significant clinical risk. No current guide as yet has a national NHS endorsement or provides a nationally approved standard for production or content of such guides. Other sources of information on injectable medicines are superficial or non-comprehensive (e.g. British National Formulary, e-Medicines Compendium) or only provide one part of the complete information picture required (e.g. Trissel’s IV Incompatibility Guide, the King Guide to Parenteral Admixtures, UCL Guide). Manufacturers’ information leaflets to support the prescribing, administration and preparation of injectable medicines are of variable quality and completeness and not always supplied. For many injectables, the published information available is of little relevance to clinical practice. There is, therefore, a need for a single, authoritative, evidence-based, nationally approved guide to the safe use of all injectable medicines that supports clinical practice in the UK. 4. Proposal To establish, under the auspices of UKMi, an NHS Injectable Medicines Guide to fully meet the NPSA’s requirements and the expectations of frontline health professionals. The NHS Injectable Medicines Guide will ultimately contain a monograph for all injectable medicines. A separate monograph will be produced for each possible recommended injectable route. It will be available in both electronic form and as a paper copy. The achievement of the complete Guide will be through a phased approach, each phase determined by the relative risk of the product concerned. The NHS Injectable Medicines Guide will have the following essential features: Carry multidisciplinary endorsement of national groups which are involved in the preparation and administration of injectable medicines or are involved with the safe use of medicines (see Appendix 1) Build on the current content and reputation of the IV Guide and utilise the expertise and experience of the IV Guide Group Adopt a culture of quality and clinical governance to underpin the writing and maintenance processes and to maximise its uptake and credibility Be available through a national NHS-wide electronic platform1 which will have penetration to the point-of care and presents output formats, including hardcopy, appropriate for different user groups (e.g. pharmacists, nurses and doctors). It is envisaged that the principal platform will be internet based with a facility to print and 1 The current IV Guide is hosted on an internet platform managed by Health Solutions Wales (HSW) on behalf of the NHS. Work is currently underway to link the monograph content of the IV Guide to NeLM. Closer integration with NeLM will be addressed as part of NeLM’s development plan within this proposal to enable NeLM to deliver the full functionality required of the proposed Injectable Medicines Guide. Page 3 of 13 reproduce locally required monographs. Intranet and printed book options will also be assessed. Have direct compatibility and integration with the decision support components Enable links into local guidance if required. Be free to end users The initial focus will be on licensed medicines/uses, but will be extended to include unlicensed products and ‘off-label’ uses. Prioritisation of monographs required will be through an assessment of potential risk. It is considered that the priority content of the NHS Injectable Medicines Guide will be: Commonly used intravenous medicines, especially those in use in general /multiple clinical areas. It is anticipated that monographs for cytotoxic medicines, specialised paediatric and neonatal medicines, critical care medicines and HIV medicines will be reviewed by individuals working in specialist areas. Epidurals and spinals Subcutaneous infusions Medicines commonly used in other high-risk situations or routes of administration Secondary development will include: Drugs administered by specialist routes, e.g. intravitreal, intra-articular Blood products which appear in the BNF Specialist drugs (e.g. Botox®) Lower risk intramuscular and subcutaneous injectables Planned monograph content (this is dependant on injectable route being described and will not be relevant for all monographs): Method of preparation, appropriate dilution and administration method Specification of infusion pump to use according to therapy category Example calculation for medicines given by continuous infusion and an electronic rate of administration calculator Adverse effects which may occur as a result of the injectable route of administration used (including consequences of extravasation) and monitoring required Compatibility information useful in routine clinical practice Medicine specific factors including pH, sodium content and osmolarity Special handling precautions Product risk factor using product risk assessment method described in NPSA Safety notice Electronic links to the ‘summary of product characteristics’, patient information leaflet and relevant entry(ies) in the BNF Page 4 of 13 5. Project outline The current IV guide contains about 200 IV monographs which could be utilised within the NHS Injectable Medicines Guide. Drugs classified as ‘high-risk’ are undergoing extensive quality assurance to ensure they meet NPSA requirements and to prepare them for inclusion in a UK wide NHS publication. ‘Lower-risk’ drugs will be updated and assessed as part of this proposed project. There will remain approximately a further 150 IV medicines for which new material will need to be written to give the NHS a comprehensive guide to all IV products. To develop the completed NHS Injectable Medicines Guide, the NHS will require the de novo preparation of about 350 new monographs or enhancement to current monographs to cover all other non-IV routes of injection. All of these will also require quality assurance. A year by year plan for initiating, delivering, implementing, and maintaining the project is given below. Year 1 Create and appoint to a project management/delivery infrastructure. To include a project board, editorial/operational group, clinical consultation group, regional QA leads and writers/checkers. Establish formal lines of communication, including mechanisms for: Engaging multi-disciplinary stakeholders and partners for clinical advice Keeping frontline clinical, informatics and NHS IT staff aware that the NHS Injectable Medicines Guide is in development Engaging the pharmaceutical industry for information Providing feedback to the Department(s) of Health and other key stakeholders on progress Create an operational plan to deliver the product. This to include: Planning the management of funding against deliverables Liaising with stakeholders to finalise monograph templates Creating a detailed work plan for monograph production and updates Further developing a style guide and detailed remit for writers, checkers and clinical experts Further developing a quality assurance (QA) process Further developing IT procedures for local web entry Developing and implementing a training programme for writers and checkers Accrediting writers and checkers to write and check monographs, add material to the database, and conduct QA Further developing a user guide to the database Promoting local implementation guidance Develop and deliver the initial outputs and support by:: Completing all IV monographs including cytotoxics and high-priority unlicensed drugs Completing monographs for non IV high priority injectable medicines, e.g. Page 5 of 13 intrathecals and epidurals Starting update cycle for existing monographs Considering further IT developments to ensure website meets user need, especially closer links and integration with NeLM in parallel to the ongoing development of NeLM. Establishing a helpline and web support materials for users Establishing a mechanism for informing users of significant new developments/ updates Officially launching the NHS Injectable Medicines Guide Explore sources of funding to maintain the product after the 2-year development project Run a series of local multidisciplinary meetings across the UK to ensure that the product is taken up Develop an end-user feedback mechanism to inform subsequent development Review project costs and identify future delivery and funding models Year 2 Complete all other injectable medicines monographs Continue update cycle for existing monographs Conduct user survey Finalise future funding model Finalise future delivery platforms and outputs formats Develop and deliver training materials for NHS implementation of the NHS Injectable Medicines Guide for each professional group post project. Page 6 of 13 6 Options appraisal Option 6.1 6.2 6.3 6.4 + Retain numerous writers with ‘free to writers’ access (subscription to others) with centralised editing, consultations and webenabling Free subscription-linked writing with some funding for central functions Total funding for central functions. Paid and employed core writers. Free Q&A Total funding for central functions, writers, checkers and QA processes Builds on current product Cheapest option Pharmacy-based Unwieldy process, with barriers to implementing and maintaining consistency, training and quality with a large group of writers Relies on voluntary process with no accountability Relies on free quality assurance. Free access only to contributors No funding for centralised functions, development, Health Solutions Wales (HSW) etc Builds on current product Unwieldy process (see above) Pharmacy-based Provides some funding independent of Hammersmith Hospital with IT/development potential Relies on voluntary process with no accountability Relies on free Q&A Free access only to contributors Probably insufficient funding for all centralised functions and none for development e.g. HSW Builds on current product Requires significant funding Pharmacy-based Relies on free Q&A Limited numbers of writers employed to undertake task – accountable, manageable, easily trained, focussed expertise, increased process efficiency and increased consistency Free to all NHS users Facilitates establishing and maintaining links with experts Total independence from current processes and structures Expensive Require large infrastructure Free to all NHS users Total freedom to develop as seen fit Option 3 is the preferred option as it gives appropriate and managed content, high quality and quality control processes, manageable structures and processes, utilised expertise and minimises external funding requirements Page 7 of 13 7 Management and operational structure UKMi propose to manage the development of NHS Injectable Medicines Guide ((IMG) via a decentralised model that combines regional and national level coordination and expertise with local level production and implementation. Primary responsibility for project management will rest with a Project Board, whilst control of the project on a day to day basis will be the responsibility of an Editorial/Operational Group. Both the Project Board and the Editorial/Operational Group will work in full collaboration with the identified partners and stakeholders (Appendix 1) The proposed management and operational structure is: Project Board (becomes Steering Group post 2 year project) Membership: Remit: Editorial Group representative(s) UKMi (3) IV Guide Group (2) Health Solution Wales NPSA Funding body representative UKCPA RPSGB Trust Chief Pharmacist Connecting for Health PASA To provide overall management and strategic leadership of the project Including allocation of funds promoting collaborative team working taking account of development proposals from the Clinical Steering Group Editorial/Operational Group Clinical Consultation Group Membership: Remit: Membership: Remit: To ensure: the monographs and the IMG as a whole meet the needs of the users The template for each monograph type is acceptable for use in clinical practice. Editor/Process To provide a mechanism for advising on clinical content, style, format and product delivery, and for implementing pilot initiatives Clinical Editor Process Manager IT lead Administrative support Writers/checkers QA leads Manager Nurse and Anaesthetist advisers Professional group representatives (pharmacists, nurses, doctors etc) Patient safety representatives (and possibly patients) Clinical specialist group representatives Effective communication channels will need to be developed between these bodies. Page 8 of 13 8 Liability Liability for content, product delivery and staff employment/ management will be met as follows: 9 The Injectable Medicines Guide will be written as a series of monographs and liability for content will be held by the ‘lead body’ identified as the ‘publisher’. The Project Board (subsequently to be the Steering Group post-project) will be responsible for implementing and monitoring the employment arrangements for staff specifically employed for this project (writers, editor, process manager) in their professional capacities as employees of NHS organisations. All writers and checkers will have their roles in the production of the IMG clearly stated in job descriptions. A rigorous quality assurance process will be enforced. Product delivery will be the responsibility of the Process Manager Staff employment/ management responsibilities will be met by the NHS organisation(s) for staff specifically employed for this project. Further legal advice will be sought to clarify and confirm the liability and associated issues. Intellectual Property Rights A named Trust will assume copyright and Intellectual Property Rights on behalf of the NHS as a whole and the Secretary of State to protect the contents from being used without permission outside the NHS. Copyright will not be enforced to the detriment of any potential users within the NHS or Departments of Health for the tenure of this 2 year project. 10 Funding To establish the NHS Injectable Medicines Guide a funding requirements to be £420K the 2year life span of the project has been identified. The funding will be used in part to establish central editorial and IT support teams but will mainly be used to commission writing and QA from pharmacists based in NHS Trusts, multidisciplinary expert advice and review from multidisciplinary experts. Funding Year 1 Funding Year 2 Editorial and administrative team £64.4K £66.0K IT support (Band 6 0.6 wte) £24.7K £25.3K £122.3K £125.4K £15.8K £16.1K £8.0K £8.2K £235K £241K Writing (2.5 pharmacists/others) Specialist advice and review – Anaesthetist 0.1 wte and Nurse Advisor 0.1 wte Quality assurance Total Page 9 of 13 Continued funding for maintaining and further developing the Injectable Medicines Guide will be addressed as a matter of critical importance in the early stages of the project plan. Maintenance costs are anticipated to be less that the development costs identified above. NHS and external funding sources (or a combination), including commercial potential, will be explored to ensure a revenue stream to maintain the IMG free at the point of use within the NHS. The Department of Health will advise on whether this proposed project falls within OJEU commissioning/tendering or whether it is managed as an internal NHS development. 11 Recommendation That the Department of Health facilitates the establishment of a funding stream of £476K for the development of the NHS Injectable Medicines Guide over a 2-year period, as outlined in the proposal. Lack of development of the NHS Injectable Medicines Guide has consequences of: The NHS as a whole will be unable to meet the requirements of the NPSA regarding the safe administration of injectable medicines to patients. There will be inappropriate use of NHS resources as a result of increasing duplication of effort as Trusts locally try to meet the requirements of the NPSA Proliferation of ‘local’ guides will lead to inconsistency and lack of robust clinical governance frameworks for this crucial high-risk area of patient safety. Ultimately this will also lead to poor and inappropriate information available at the bedside, in clinics and in community and home-care settings. The importance of the development of an NHS Injectable Medicines Guide to improve patient safety and to meet the requirements laid down by the NPSA cannot be overstated, and must not be underestimated. References: 1. 2. 3. 4. 5. 6. Clark CM, Bailie GR, Whitaker AM and Goldberg LA. Intravenous medicine delivery - value for money?. Pharm J 1986; 236:452-455 Hartley GM and Dhillon S. An observational study of the prescribing and administration of intravenous medicines in a general hospital. Int J Pharm Pract 1998; 6:38-45 Taxis K, Barber N. Ethnographic study of incidence and severity of intravenous drug errors. Br Med J 2003;326:684-7 Cousins DH, Sabatier B, Begue D, Schmitt C and Hoppe-Tichy T. Medication errors in intravenous drug preparation and administration: a multicentre audit in the UK, Germany and France. Qual Saf Health Care 2005,14:190-195. Taxis K. and Barber N. Causes of intravenous medication errors: an ethnographic study. Qual Saf Health Care 2003; 12:343-348 Development of an intravenous drug administration guide. Pharm J 2002; 269:366 Peter Golightly Fiona Woods Chris Proudlove Eilish Smith On behalf of UKMi Executive Meghna Joshi Susan Keeling Beryl Langfield Robin Burfield Anne Jacklin On behalf of the IV Drug Guide Group On behalf of the Royal Pharmaceutical Society of Great Britain Version 4 (final) January 2008 Page 10 of 13 Appendix 1 Partner and Stakeholder Groups/Organisations The Organisations listed are those which have already expressed support for, and/or been actively been involved with, consultation on this proposed NHS Injectable Medicines Guide. Other professional organisations which will have a strategic or user interest in the proposed guide will be engaged where possible. The MHRA and the pharmaceutical industry (ethical and generic), including umbrella bodies such as ABPI, BGA, PIPA etc, will also be engaged in the development of the IMG. British Association of Critical Care Nurses British Oncology Pharmacy Association (BOPA) Cerner Corporation Chief Pharmacists’ Group for Wales College of Pharmacy Practice (CPP) Critical Care Patient Liaison Group Critical Care Pharmacists Group Department of Heath First DataBank Guild of Healthcare Pharmacists (GHP) Hospital Pharmacists Group, RPSGB Intensive Care Society London Deanery for Medicine National Knowledge Service (NKS) National Library for Health (NLH) National Patient Safety Agency (NPSA) National Quality Assurance Pharmacists’ Group National Technical Services Group Neonatal and Paediatric Pharmacists Group (NPPG) Nursing and Midwifery Council Paediatric IICU Group (PICU) Primary Care Pharmacists Association (PCPA) Royal College of Anaesthetists Royal College of Nursing – IV Forum Royal Pharmaceutical Society of Great Britain (RPSGB) UK Association of Teaching Hospitals Pharmacists UK Clinical Pharmacists Association (UKCPA) UK Medicines Information network (UKMi) Page 11 of 13 Appendix 2 Appendix 2 Funding Options Requirement Notes Total Cost (£000) (incl. employer’s contrib. if approp) Year 1 Year 2 Editorial & Admin Team Clinical Editor 0.3 wte (8b mid-scale) 17.2 17.6 Process Manager 0.7wte (band 8a/b mid-scale) 40.2 41.2 Administration/secretarial 0.2 wte (band 3) 4.0 3.8 Editorial team non-staff costs Consumables, travel, office furniture, PCs, information resources etc 3.0 3.1 20.7 21.2 4.0 4.1 122.3 125.4 8.0 8.2 10.1 10.3 5.7 5.8 235 241 [It is assumed that a trust will provide office space for free] IT Support 0.6 wte (band 6 mid-scale) Non-staff IT costs Writers and Quality Assurance Pay 2.5 (up to 3) employed writers to write (and check each other) Quality assurance Specialist Input & Network Support To review individual monographs and to sit on the Clinical Sub-group to advise the Project Board and support costs for network support. 2.5 max 3) band 8a (max) mid-scale Up to 8 regional MICs providing service-funded support – working towards random checking only 1 session (0.1) Consultant Anaesthetist 1 session (0.1) senior Nurse Advisor Page 12 of 13 Appendix 3 IT developments Some short-term changes will be needed to convert the existing IV Guide website into the Injectable Medicines Guide website. These changes are needed to support the new ways of working that are envisaged with the new UKMi co-ordinators and to support new types of monograph for the new routes of administration to be added. Aim of the website To provide an electronic platform to deliver the Injectable Medicines Guide to the end-user that is available through a national NHS-wide electronic platform which has penetration to the point-of care and presents output formats appropriate for different user groups. Changes required 1. It is envisaged that the way monographs are produced will change: Monograph authors will write and edit monographs online. With the introduction of UKMi co-ordinators with some editorial functions, a more formal process of quality assurance will be adopted. The role of the central Editor will change. The website will need to be developed to support these changes and to meet the requirements for the new workflow with new editing functions and changes to the security and access arrangements. 2. The introduction of the Editorial Board and also specialist monographs, e.g. Paediatrics, Oncology and other routes of admin, will require changes to the format of the monographs online. 3. Enable links into local guidance and policy and add local Trust Guides to the website so that the Injectable Medicines Guide and local practice can be accessed as a single combined source of information. 4. Provide access to the guide from other computer systems such as electronic prescribing and the National electronic Library of Medicine (NeLM) so that the Injectable Medicines Guide can provide the decision support needed on injectable medicines within these systems. 5. Provide access to the guide via other types of media including PDAs and mobile phones in formats appropriate to the user’s requirements. 6. Improve the decision support for dose and infusion rate calculation with formulae, example tables and a pop-up calculator. Page 13 of 13