Checking Medicines Information enquiries completed by medicines information staff The purpose of this document is to provide guidance on the internal checking of medicines information (MI) enquiry work that should be carried out for MI services based at Northwick Park Hospital. The document covers the checking that should be performed for enquiries undertaken by pharmacists in training or pre-registration pharmacists; gives examples of high risk enquiry scenarios that should always be checked by another member of the MI team; and recommends a process for checking all responses to complex enquiries that have a higher risk associated with them. Background MI enquiries completed at the London Medicines Information Service (LMIS) - Northwick Park conform to the UKMi quality assurance standards. The standards relating to enquiry answering cover four main areas of the enquiry answering process: documentation, analysis, coverage and answer. The standards can be found in the folder on the Z drive\\NWLHSERV052\Drug Info\Medicines Info\QA\Internal QA reports NPH&LMIS\Standard 4. The following sets of guidance notes are to be used by the Band 8 pharmacists and those Band 7 pharmacists (who have successfully completed the enquiry double checking assessment and the internal peer review assessment) working in MI when checking enquiries: A) Completed by a pharmacist in training or a pre-registration pharmacist or B) High risk enquiry types (as defined later) that require a second check The use of these guidance notes will ensure that there is consistency in checking by senior pharmacists. Guidance Notes A) Checklist for checking enquiries undertaken by a pharmacist in training or a pre-registration pharmacist: The following should be checked: Documentation Full name of enquirer spelt correctly (even if you know who they are) Contact details of enquirer (contact number & location). N.B. full postal address may be needed for enquiries to enable follow-up Completed (√ / X) Clear explanation of the question. There must be a clear question that can be understood and is unambiguous. Patient details (if patient specific enquiry) Written by: Helen Rowlandson Final – Sep 2011 1 Identifier – name, initials, hospital number, etc Date of Birth Weight (if paediatric or if needed for calculations) Blood results (if relevant to enquiry) Past Medical History and Drug History (including pregnancy/breast feeding status, if relevant to enquiry) NB If it is a general enquiry (i.e. no patient involved) this should be stated and the ‘patient centred enquiry’ category un-ticked Control M function has been used for all the resources added, when colleagues have been contacted, information requested and awaited etc. It should be clear where the enquiry is up to and who has done what in the enquiry The appropriate enquiry type/category and keywords have been selected Names of all resources used should be stated clearly and the following documented: Books/Journals: edition number/ date & page numbers. Databases: dates searched/accessed/ search terms used/date of last revision or update where available People: full name and title of people spoken to where possible e.g. company Medical Information Departments/ specialist doctors/ pharmacists plus contact number or email address Other electronic resources e.g. websites: name and/or full address of website(s) used/date accessed/search terms used. All resources used must be documented, if nothing of relevance was found in a resource then this should be stated A summary of the relevant information for each resource is presented in a concise manner. Written by: Helen Rowlandson Final – Sep 2011 2 Spelling and typos, in particular in the question field, answer field and in the title field A clear summary of answer to be given should be present Analysis Is it clear that the pharmacist answering the enquiry has fully understood the question that is being asked? Have all the relevant issues (whether the enquirer asked about them or not) been addressed?i.e. have all potential follow-on questions been considered and addressed? Coverage Have all the appropriate resources required for the type of enquiry and level of enquiry been used? (based on the Enquiry Answering Guidelines for NPH – they can be found in the folder on the Z drive/Northwick Park/Training & Competencies/) Have the sources been used in a logical systematic fashion? Have the resources been used correctly? (you only need check the information directly in the resources if you have concerns that the trainee has not used the resources correctly e.g. Medline/Embase searches or the right section/monograph in a database) Answer A clear summary of answer to be given should be present Have all the enquirer’s questions been answered and all the issues addressed? Or has an answer been written that doesn’t actually answer the original question? Has the information found in the research been appropriately evaluated? Has practical advice appropriate to the needs of the enquirer been given? Is the level of detail sufficient? Is the method of communication appropriate? e.g. phone call, letter, email If the answer is to be given in a written format: Is the answer understandable? (is the advice being given clear and not just consist of words/phrases that have been Written by: Helen Rowlandson Final – Sep 2011 3 copied from the resources without any explanation or understanding) Has the main point(s) of the answer been summed up in one short paragraph? Check for spelling and grammar Layout References (if applicable) NB 1) Any comments, feedback or changes that you have about the enquiry should be documented in the enquiry using the control M function so there is a clear audit trail 2) If changes or additions are required to be made to resources or the answer, the trainee should add this information in below or as a new resource using the control M function. They should not overwrite the information in the resources or the answer that is already there, this is to ensure a clear audit trail. 3) Once an enquiry has been checked and is ready to give out, the checking pharmacist should document this in the enquiry field using the control M function. Only enquiry answers that have been fully checked and have been documented as such by the checking pharmacist should be given out. 4) The decision to remove trainee status for pharmacists will be at the line manager/directors discretion based on their performance management. This decision will be communicated to the rest of the team B) High risk enquiry types that require a second check (all MI pharmacists) There are certain types of enquiries or parts of enquiries that by their very nature, complexity or depending on the grade of staff completing them carry an inherent high risk and therefore will require a second check by another pharmacist within the MI team. This checking process applies to all pharmacists who are not considered ‘in training’. NB This checking process does not apply to enquiries completed by pre-registration pharmacists or pharmacists in training – see section (A) above for guidance on how to check their enquiries The following is a list of high risk enquiry types that require a second check. Where a second check is only required for specific grades of staff this is stated and the type of second check that is required is also stated. Written by: Helen Rowlandson Final – Sep 2011 4 Enquiry Type Grade of staff completing the enquiry for whom a second check must be given Type of second check required Written answers All members of the team Proof read – read the answer and check: that the advice/information being given is clear, if it answers all the enquirer’s questions/issues, for any typos, if it is referenced correctly that all follow on issues have been addressedFull check (as under section A) NPH Band 6 and 7, LMIS Band 7 Pharmacists Calculations All members of the team Check the calculation is correct, ensure the correct formula has been used Pregnancy/Breast Feeding NPH Rotational Band 6 and 7 Pharmacists Full Check (as under section A) Level 3 enquiries – NPH Rotational Band 6 and 7 Pharmacists Full Check (as under section A) New drugs Complicated clinical patients Very little published information LMIS Band 7 Pharmacists All members of the team Where there is a lot of conflicting data Complaints Written by: Helen Rowlandson Final – Sep 2011 5 Answer impacts on a population rather than individual Unlicensed drugs impacting on NPH practice NPH Rotational Band 6 and 7 Pharmacists Literature Searches LMIS Band 7 Pharmacists Check the correct terms have been searched, limits and subheadings used and combined in the right way NPH Unlicensed/Off Label Requests All members of the team Recommendation check by NPH MI Manager or NPH Formulary team Individual Funding Requests All members of the team As per separate IFR procedure Senior Pharmacists Checking Rota The junior pharmacists within the MI department (NPH rotational Band 6, NPH rotational Band 7 and LMIS Band 7 pharmacists) cover most of the enquiry answering sessions and therefore complete a large majority of the enquiries. To accommodate the checking of their enquiries (as listed above in section B), a Band 8 pharmacist is allocated to each day of the week (see below). On their allocated day it is the Band 8’s responsibility to check any ‘high risk’ enquiries completed by other members of the team. If the Band 8 is going to be absent they will have to organise cover from another Band 8 in the team. This does not apply to enquiries completed by pre- registration pharmacists. Pharmacists in training will be clearly marked on the phone rota with a (T). They require a full check on all their enquiries as listed under section A. If there is third pharmacist allocated to the phone session on the rota they will be responsible for fully checking the pharmacist in training enquiries. Where there is no third pharmacist on the rota it will be responsibility of the senior pharmacist allocated to checking for that day, as per the rota below. Day Band 8 Pharmacist Checking Monday Tuesday Wednesday Thursday Friday Helen Varinder Wynn Sheena Alex Written by: Helen Rowlandson Final – Sep 2011 6