Standards Australia Information in fields should be filled in if known or left as is. Guide to the use of abbreviations, acronyms and local terms in healthcare Part Title: Click here and type Part Title Designation: HB XXX Part Number: Click here and type Part Number (do not include the word PART) Supersedes Standard No: Click here and type Superseded Standard Number Australian OR Joint: Australian Creation Date: 2006-10-09 Revision Date: Enter date in YYYY-MM-DD format (essential when posting to web) Issue Date: December 2006 Committee Number: IT-014 Committee Title: Health Informatics Subcommittee Number: IT-014-02 Subcommittee Title: Health Concept Representation Project Manager: Renati Barel/Nick Bradshaw PM’s Email Address: Nick Bradshaw@standards.org.au WP Operator: Heather Grain/Moya Conrick/Barel Project Number: 7924 Combined Procedure?: No Committee Doc No.: ONE Alpha followed by FOUR numerical (eg: N9999) Stage: PRELIMINARY (V0.04 edited on 8 Dec06) Committee Reps: Australian and New Zealand College of Anaesthetists Australian Association of Pathology Practices Inc Australian Health Insurance Association Australian Healthcare Association Australian Information Industry Association Australian Institute of Health & Welfare Australian Institute of Radiography Australian Medical Association Australian Private Hospitals Association Central Queensland University Commonwealth Department of Health and Aging Consumers’ Federation of Australia Consumers’ Health Forum of Australia Department of Health (South Australia) Department of Health Western Australia Department of Human Services, Victoria Engineers Australia General Practice Computing Group Health Informatics Society of Australia Health Information Management Association of Australia Health Professions Council Of Australia HL7 Australia Medical Industry Association of Australia Inc Medical Software Industry Association Medicare Australia National Health Information Management Group NSW Health Department Pharmacy Guild of Australia Pharmaceutical Society of Australia Queensland Health Royal Australian and New Zealand College of Radiologists Royal Australian College of Medical Administrators Royal Australian and New Zealand College of Obstetricians & Gynaecologists Royal College of Nursing, Australia Royal College of Pathologists of Australasia Society of Hospital Pharmacists of Australia The University of Sydney Additional Interests: HIMMA La Trobe University Product Type Handbook Document Status Current Document Availability Private History: Click here and type history information using shift return for new line DRAFT ONLY 2 DRAFT ONLY PREFACE THIS GUIDE HAS BEEN DEVELOPED IN RESPONSE TO THE INCREASED PROLIFERATION IN THE USE OF ABBREVIATIONS, ACRONYMS AND LOCAL TERMS IN HEALTH RECORDS. THE INTRODUCTION OF ELECTRONIC HEALTH RECORD SYSTEMS WILL REQUIRE ACTIVE MANAGEMENT OF THESE TERMS IN CLINICAL TERMINOLOGIES. AS AUSTRALIA MOVES TOWARDS THE IMPLEMENTATION OF SUCH TERMINOLOGIES THERE IS A NEED TO CLEARLY IDENTIFY RELEVANT USE ISSUES AND BEST PRACTICE TO BE IMPLEMENTED IN MANUAL DATA COLLECTION SYSTEMS AND TO SUPPORT THE ONGOING DEVELOPMENT OF AUTOMATED TERMINOLOGICAL APPROACHES TO SAFE HEALTH INFORMATION COLLECTION, USE AND COMMUNICATION. THIS GUIDE IDENTIFIES STRATEGIES AND PROCESSES APPROPRIATE TO THE MANAGEMENT OF ABBREVIATIONS, ACRONYMS AND LOCAL TERMS IN HEALTH CARE AND HOW THESE PROCESSES MAY BE INTEGRATED INTO TERMINOLOGICAL GOVERNANCE SYSTEMS. 7924-PDR 18 Dec06 DRAFT ONLY 3 DRAFT ONLY CONTENTS Page PREFACE 2 SECTION 1 INTRODUCTION 5 1.1 Preamble 5 1.2 SCOPE 5 1.3 AUDIENCE .......................................................................................................................... 6 1.4 PURPOSE............................................................................................................................. 6 1.5 STAKEHOLDERS ............................................................................................................... 7 1.6 STRUCTURE OF THE GUIDE............................................................................................ 7 SECTION 2 OVERVIEW OF ABBREVIATIONS, ACRONYMS AND LOCAL TERMS 8 2.1 WHAT ARE ABBREVIATIONS, ACRONYMS AND LOCAL TERMS? .......................... 8 2.1.1 Abbreviations .................................................................................................................. 8 2.1.2 Acronyms ........................................................................................................................ 8 2.1.3 Local Term ...................................................................................................................... 8 2.2 WHY ARE THESE CONCEPTS USED SO FREQUENTLY IN HEALTH CARE? ............ 8 SECTION 3 MANAGEMENT PRINCIPLES 10 3.1 INTRODUCTION .............................................................................................................. 10 3.2 Identification of Context ..................................................................................................... 11 3.3 Reference List ..................................................................................................................... 11 3.4 Maintenance Processes ....................................................................................................... 11 3.5 Notification Processes ......................................................................................................... 11 SECTION 4 RELATIONSHIP TO NATIONAL CLINICAL TERMINOLOGY GOVERNANCE 12 4.1 WHERE DO ABBREVIATIONS, ACRONYMS AND LOCAL TERMS FIT INTO A NATIONAL CLINICAL TERMINOLOGY? ........................................................................... 12 4.2 STANDARDISED IMPLEMENTATION IN SYSTEMS ................................................... 12 SECTION 5 CONTACTS ON ABBREVIATIONS, ACRONYMS AND LOCAL TERMS 13 5.1 NATIONAL GOVERNANCE ............................................................................................ 13 5.2 DOMAIN GUIDANCE ...................................................................................................... 13 7924-PDR 18 Dec06 DRAFT ONLY 4 DRAFT ONLY 5.3 GENERAL SYSTEM GUIDANCE .................................................................................... 13 7924-PDR 18 Dec06 DRAFT ONLY 5 DRAFT ONLY STANDARDS AUSTRALIA Handbook Guidelines for the use of abbreviations, acronyms and local terms in Healthcare INTR ODU C T IO N 1.1 Preamble Abbreviations, acronyms and local terms are often context specific and there are single abbreviations that have many meanings. The use of abbreviations, acronyms or local terms that are not clear outside the specific contexts and/ or user domain has resulted in confusion and in some cases inappropriate patient treatment. Rapid developments in health care and health research activities often lead to the further proliferation of abbreviations, acronyms and local terms. This is not a problem if these used for discourse within a specific unit where their meaning is understood but they become extremely problematic when they are written or shared outside the local area or domain. However the increasing requirement for sharing health information has lead to local abbreviations, acronyms and terms moving outside their perceived audience. This is exacerbated by a mobile workforce and makes the use of such terms a significant issue for safe, accurate and meaningful communication across the continuum of health care. Increasingly these problems are being compounded by the use of Short Message Service (SMS) language, and generational change in the use of language that is not n ecessarily understandable by the health workforce as a whole or acceptable in a legal document. This language is already appearing in health records and has led to indecision as well as inappropriate or incorrect clinical activities. Words like ‘Akcdnt’ or symbols such as ‘:-(’ and ‘:-)’ are now creeping into these records. Acronyms are also the cause of problems because they are so abundant and ubiquitous in our language. A more critical situation arises when there are heteronymous acronyms used in the same industry or area of interest. This creates new opportunities for error. This handbook supports the activities of clinicians, information managers and terminologists. When applied it has the potential for a positive impact on patient safety and data quality. It promotes safe practice among those who communicate health information to avoid serious and even potentially fatal consequences of misinterpretation of some abbreviations, symbols and dose designations used as health data. This handbook will support the implementation of clinical terminology in a consistent manner. 1.2 SCOPE This handbook identifies principles and processes relevant to the governance of abbreviations, acronyms and local terms in health information and health information systems. This includes abbreviations, acronyms or local terms found in health records, electronic or paper based. Where necessary standard abbreviations should be used to support safe 7924-PDR 18 Dec06 DRAFT ONLY 6 DRAFT ONLY healthcare and communication in order to improve patient safety by eliminating the misinterpretation of concepts, which may result in adverse events. This handbook acknowledges that the development of terminological governance standards are still in their infancy and supports these activities. Details of specific abbreviations, acronyms and local terms and their use are not included, however examples of different types and use environments have been identified. Minimise use of abbreviations, acronyms and local terms. Electronic systems don’t need to use abbreviations, acronyms and local terms. 1.3 AUDIENCE Intended users of the handbook include: (a) Contributors to health records who may wish to use new abbreviations or to clarify the meaning of existing abbreviations, acronyms and local terms in a given context; (b) Users of health records who need to understand the meaning of an abbreviation, acronym or local term in a given context; (c) Information custodians: people responsible for managing and maintaining the records. (d) Clinical terminology governance organisations, including professional groups w ho will need to incorporate abbreviation, acronym and local term management activities into interface terminology representation systems and to be able to identify the context in which the abbreviation, acronym or local term is used, if it is to be correctly associated with a unique health concept. (e) System developers who are seeking knowledge of the process and principles of the use of abbreviations, acronyms and local terms in their products, on screens, reports or other forms of information collection or dissemination mechanisms. This guide will help them to design safer systems and encourage the use of consistent approaches to terminology in health care. It is also envisaged that this group will find this guide of use in developing strategies and systems to interface with clinical terminology service products; The principles and methodology included in this guide are universally applicable, that is they are appropriate in a manual or a computerised environment. Where there are rare differences in requirements for computerised clinical terminologies these are clearly identified. 1.4 PURPOSE This guideline identifies the issues and best practice in managing abbreviations, acronyms and local terms, and their creation, use and presentation in a health record environment. Healthcare workers, due to their workload, are major users of this type of short hand concept documentation. This approach to concept representation and communication leads to misinterpretation of data instructions, and consequently poor communication compromising patient safety. While this handbook recognises that the safest course for the use of abbreviations, acronyms and local terms in healthcare is zero use it also recognises that the complete absence of abbreviations, acronyms and local terms in health records may never occur. The electronic environment offers the potential to collect data using tools that provide clear, full descriptions of information rather than the use of abbreviations, acronyms and local terms and can ensure that, where abbreviations, acronyms and local terms are used, their 7924-PDR 18 Dec06 DRAFT ONLY 7 DRAFT ONLY full description is provided as a confirmation of data entry. Data presentation using abbreviations, acronyms and local terms must be limited to ensure clarity and safety of directions and usage. For example, frequently used abbreviations such as ‘bid’, also written as ‘bd’, means twice a day in one context and ‘Bought in Dead’ in another. This may be appropriate where the information does not need to be accessed, shared or communicated with anyone else. Even in this circumstance the abbreviation needs to be accurately interpretable over time and by others particularly in the medico -legal sense. In recognition that people are unlikely to cease using short forms, this guideline has been developed to minimise risk. It identifies principles, governance practices and the relationships between these issues and terminologies in healthcare, with reference to existing paper based systems, but largely focusing on the emergence of distributed health care systems. 1.5 STAKEHOLDERS The use and management of abbreviations, acronyms and local terms in healthcare is of relevance to those using information to support safe, quality health care and to plan and authenticate service delivery. This includes: Health consumers Individual and organisational providers of health services Professional associations providing advice to healthcare providers and collectors of health information. Pharmaceutical industry and other suppliers to the health sector Service delivery planners and funders Researchers and publishers Health sector information and knowledge custodians The introduction of clinical terminological systems in Australia will impact the need for abbreviation management in the manual and the computerised environment; stakeholders here will include Software developers and vendors Clinical terminology development and standards organisations 1.6 STRUCTURE OF THE GUIDE The guide is structured into sections, each dealing with an aspect of abbreviations, acronyms and local terms management in health care. Section 2 provides an overview of abbreviations, acronyms and local terms and the different types of abbreviations, acronyms and local terms and concepts used in health care. Section 3 discusses the principles of good management required for abbreviations, acronyms and local terms. The risks associated with the use of these types of terms are identified and strategies that can help minimise these risks are explained. Section 4 identifies the issues relevant to the management of abbreviations, acronyms and local terms in relation to national terminological systems. Section 5 contains a list of organisations from which help can be sought when managing abbreviations, acronyms and local terms. 7924-PDR 18 Dec06 DRAFT ONLY 8 DRAFT ONLY OVER V IE W OF AB BR E V IAT IO NS , AC R ONYM S AND LOC A L TER M S 1.7 WHAT ARE ABBREVIATIONS, ACRONYMS AND LOCAL TERMS? 1.7.1 Abbreviations An abbreviation is “a shortened or contracted form of a word or a phase used as a symbol for the whole” (Macquarie Dictionary, 3 rd ed. 1997). 1.7.2 Acronyms An acronym is a memorable combination of the first letters of the words of a name. While abbreviations are useful in text where space is limited, acronyms are particularly convenient for shortening verbal communication in addition to written materials. (ISO/TR 15031-2: 2004, p 4). Acronyms tend to start out in life as capitals which then reduce to lower case as the words formed become accepted as a lexical item and people cease to analyse it into its component parts. However, if there is a possibility of confusion with some other homograph, this process is arrested” (Macquarie Dictionary, 3rd ed, 1997) A heteronymous acronym is an acronym that is identical to another, but the words represented are different. For example the acronym a.c.a can mean adenocarcinom a, anterior cerebral artery or anti cardiolipin antibody (source: The Drs Reference Site http://www.drsref.com.au/cgi-bin/acronym.pl?start=0&perPage=10&search=aca) 1.7.3 Local Term Synonym: colloquial term A local term is the creation, modification or corruption of accepted language in a local context. This is done for a number of reasons: convenience, parochialism, specificity, and lack of knowledge of alternatives already accepted in the wider community. 1.8 WHY ARE THESE CONCEPTS USED SO FREQUENTLY IN HEALTH CARE? Work practice – speed and ease of use. In the English language, the widespread use of abbreviations, acronyms, and local terms has been popular for many years. These have always been a part of the jargon of healthcare. The purpose for using these is to simplify speaking, writing and ultimately communicating, without losing meaning. Healthcare has always been peppered with long scientific, biomedical and Latin terms making the oral pronunciation difficult and their recording slow and challenging. As healthcare has evolved the language that underpins it has also evolved but at the same time many of the Latin expressions and terms have remained and the use of abbreviations, acronyms and local terms has become commonplace. This practice is increasing exponentially as the need arises to reduce the time taken to record healthcare as workloads and the volume of information increases. The use of shorthand notation such as abbreviations seems to be increasing as the complexity of healthcare increases. This is reinforced in education where theory and practice meet and domain knowledge jargon is perpetuated. A more recent push for abbreviation is in the subset of acronyms and heteronymous acronyms. While it is not a requirement that acronyms form words in their own right, this is often strived for, adding more 7924-PDR 18 Dec06 DRAFT ONLY 9 DRAFT ONLY confusion to the already confused world of abbreviations. Some acronyms are so mainstream now that they have become ubiquitous and are used universally; for example, the use of FYI (for your information) is well recognised and interpreted by most. 7924-PDR 18 Dec06 DRAFT ONLY 10 DRAFT ONLY M ANAGEM ENT P R INC IP LES 1.9 INTRODUCTION This section identifies the principles and methods appropriate for the management of the use of abbreviations, acronyms and local terms in health information. In response to a steady stream of reported errors caused by misinterpretation of dose expressions, abbreviations, acronyms and local terms, many institutions involved with patient safety have begun to recommend abandoning their use all together (Institute for Safe Medication Practices (ISMP). While this handbook recognises that the safest course for the use of abbreviations, acronyms and local terms in healthcare is zero use, it also recognises that the complete absence of abbreviations, acronyms and local terms in health records is unlikely to occur. The dangers of using abbreviation are real and recognised as a safety issue for healthcare. Abbreviations, acronyms and local terms are prone to misinterpretation, as demonstrated below. 1) The abbreviation for the drug DPT diphtheria-pertussis-tetanus being mistaken for Demerol-Phenergan-Thorazine 2) CPX (cystic fibrosis) confused with CTX a chemotherapy drug (Cytoxan). 3) Heparin 800 units/hour was ordered, but the medical practitioner used the abbreviation "u" for units. The "u" was misread as another zero (0) and the patient received a ten-fold overdose (i.e., 8,000 units/hour) for approximately four hours. 4) A death was reported following the misinterpretation of frusomide 40 mg Q.D (daily) as frusomide 40 mg QID (four times a day). Other common examples: µg (microgram) Mistaken for mg (milligram) U (unit) Mistaken for 0, 4, cc IU (international unit) Mistaken for IV or 10 .5 (0.5) 5 DC curettage Mistaken for Used as discharge or discontinue or dilatation and The enormity of the problem can be seen in web sites that have in excess of one hundred thousand (100, 000) health abbreviations (for example, www.pharma-lexicon.com) and the book ‘28,000 Conveniences at the Expense of Communications’ and Safety (Davis, 2006) that lists 18,000 abbreviations, acronyms, and symbols and 28,000 of their possible meanings 7924-PDR 18 Dec06 DRAFT ONLY 11 DRAFT ONLY 1.10Identification of Context The importance of knowing context within which the information was documented and the contextual variables associated with that original information are essential for safe care delivery. To clearly indicate context we must know: The designation of the person recording the information, The form used to record the information, The field on a form, The time and date at which it was recorded, The clinical specialty area, The location (e.g. hospital emergency department) The identification of context is crucial in many cases as the following case study illustrates: The patient was receiving sliding scale insulin. Her blood glucose was stable for a few days, so the physician wrote an order to ‘Decrease Accuchecks to BID. If no Insulin required x 48 h, d/c SSRI.’ By the context of the order, ‘SSRI’ was intended to mean sliding scale regular insulin. Two days later, the patient had not required any insulin for 48 hours, so the nurse wrote an order as ‘SSRI to be discontinued (per MD order)’. Patient has not required insulin over past 48 hours." This order was not sent to the pharmacy, but was communicated to the pharmacist via a note as ‘d/c SSRI.’ The pharmacist located the patient's profile, noticed the patient was receiving sertraline (a selective serotonin reuptake inhibitor), and discontinued that (US Pharmacopeia 2006). Insert table from HG document 1.11Reference List 1.12 Maintenance Processes insert HG para here Tools to facilitate manual documentation of activities associated with medication administration are necessary for example an accurate, updated medication administration history, alongside other patient data such as allergies and order information is essential. 1.13 Notification Processes Processes appropriate to notify national bodies of the introduction or retirement of abbreviations in active use. 7924-PDR 18 Dec06 DRAFT ONLY 12 DRAFT ONLY R E LAT ION S H IP TO N A T IONA L C LIN IC A L TER M IN O LO GY GOVER N ANC E 1.14 WHERE DO ABBREVIATIONS, ACRONYMS AND LOCAL TERMS FIT INTO A NATIONAL CLINICAL TERMINOLOGY? Explain here the need to submit these to national governance processes and explain the technical aspects of interface terminology and local term management. Particularly consider the dangers of not sharing all the way through the system. 1.15 STANDARDISED IMPLEMENTATION IN SYSTEMS Discussion of the ability of software vendors to use their own systems, and to link (map ) these to the national systems and the need to recognise the maintenance and safety issues inherent in this process. Need to suggest best practice is to minimise local variety and to have nationally provided sets that can be automatically ‘loaded’ into l ocal systems. 7924-PDR 18 Dec06 DRAFT ONLY 13 C ONTAC TS AC R ONYM S DRAFT ONLY ON AB BR E V IAT IO NS , AND LOC A L TER M S 1.16 NATIONAL GOVERNANCE Statement about SNOMED and the contact details for input or questions. 1.17 DOMAIN GUIDANCE Advice on the relevant terms for specific health care domains should be sought from the professional association. 1.18 GENERAL SYSTEM GUIDANCE HIMAA? NEHTA 7924-PDR 18 Dec06