eCHIP Project Cnnet Working Group 1 Draft Report Information Standards and reference model for Community Nursing Information in the context of the EPR/EHR/ICR 26 September 2003 WG1 Remit The remit of WG1 was to develop information requirements for EPR for Community Nurses and underpin these requirements with a structure and information standards that represent the nursing contribution to clinical care along the patient pathway. This piece of work was designed to build on the results of the consultation with NHSScotland Community Nurses, through the Community Nursing Network (CNNet), published in the Interim Stage Report on the ‘Consultation on Information Requirements of Community Nurses and Health Visitors for a Primary Care EPR’. This consultation tested the vision of the NHS Scotland Strategy for Information and identified priorities for areas that EPRs would be expected to deliver on for Community Nurses. It also put some flesh onto the levels of information required to support clinical care planning and processes, to support clinical communication and to support secondary use of information as a by-product. Process 1. Community nursing care was represented in a concept map (Annexe 1). This was done with reference to WG1 membership’s combined: expert experience in clinical practice and clinical service development and management; knowledge of conceptual and theoretical models of nursing; knowledge and experience of clinical informatics; and the literature. 2. The concepts and their relationships, known as propositions, were exploded into statements. In an iterative process, the statements and concepts were refined until consensus was achieved. 3. These concepts were embedded into a reference model that represents areas of fundamental functionality of EPRs required to support nursing care along the patient pathway (Annexe 2). 4. The concepts in the reference model were organised into a hierarchical structure that represent functional and data relationships within an EPR architecture (Annexe 3). 5. The hierarchical structure was represented in a ‘record’ format, which is ‘familiar ground’ for grass roots community nurses along with data items (Annexe 4). 6. The ‘summary level’ unit of information, Care Programme, which is a combination of a number of concepts, places the nursing contribution to health improvement within the context of the ‘whole system’ of health and care. WG1 identified 44 Care Programmes which have applicability across a number of Community and primary care nursing practice areas (Appendix 5). This list is the baseline of a ‘work in progress’ and is evolutionary in nature. 7. As a working example of how Care Programmes function as a summary level unit of information WG1 focused on a clinical priority area which is of high relevance to community nursing practice, quality and integrated care and communication across primary and secondary. This was CHD and secondary prevention (Annexe 6). Terms and coding were cross-mapped to relevant existing terms and codes available at national level e.g SCIMP codes, Diabetes Dataset, GMS Quality Indicator code list. The datset within the Care Programme show preferred terms and codes. This example was informed by taking data from systems where this Care Programme was in use. 8. The concept map was further refined after discussions with a linguist specialising in health informatics. Conclusions 9. Concept mapping is a useful tool for eliciting expert knowledge in a complex area such as community nursing practice across many national clinical priority areas. 10. The template for Care Programme Information Standards demonstrates how clinical terms, Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk (referenced by clinical guidelines), data items, codes and electronic functionality can be drawn together in a meaningful way to support the building of clinical information systems that are ‘fit for purpose’ for community nurses. They can also supporting the clinical governance agenda by providing by-product information for secondary use.. 11. There is overlap with terms used with Care Programmes for Community Nursing and those of other health care professions. Recommendations 12. CNNet will act as a reference to ensure consistency of further development and will own the datasets. 13. As a minimum Care Programme information should replace National Central Statistical returns for Community Nursing ISD (S) 29/30. 14. As NHSScotland Boards and Trusts are at different levels of maturity with eHealth/IM&T infrastructure support for EPRs/EHRs it would be up to them to implement Community Nursing Information standards to the level of detail that fits with their eHealth/IM&T Strategy and Clinical Record keeping standards. Next Steps 15. Further validation of the Care Programme terms with community nurses and other healthcare professionals is planned. 16. Cross-mapping work between Practice Team Information and CNNet dataset is planned. 17. Further work needs to be done on working up the content of the 44 Care Programmes to a stage where the ISD Clinical Dataset Development Team can model them for use within National Datasets and the NHSScotland Data Dictionary. 18. Work needs to be done on exploring resource use with Care Programmes. 19. Further work needs to be done on the use of Care Programme information to inform management, planning and service development decisions. 20. An Impact Analysis of implementation of the Information standards at differing levels needs to be undertaken with NHSScotland Boards and Trusts. 21. An ISD Impact Analysis of the change to National Statistical Central Returns needs to be undertaken. 22. Use this work to inform specification requirements for electronic systems that community nurses use/are expected to use. Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk ANNEXE 1 Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk ANNEXE 2 Incoming CARE PROGRAMME MANAGEMENT referrals lab results ongoing coordination & collaboration COMMUNICATIO Outgoing N referrals MANAGEMENT ordering continence supplies equipment ongoing coordination & collaboration Discharge Summaries Assessment Health issue/problem/risk identification Care planning Care delivery Evaluation Outcomes Patient & Nurse BY-PRODUCT INFORMATION MANAGEMENT Caseload profiling Workload / workforce planning Service planning development & delivery Research,Education & development needs Resource allocation Policy development & planning Final Draft Figure 1: FRIDM: Functional Reference Information and Design Model (CNNetwork Working Group 1, 2003) Chair: Veronica.Saunders@borders.scot.nhs.uk Community Nursing Network: www.cnnet.org.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk ANNEXE 3 Referrals Incoming Lab results Referrals Continence Products Communication Management Ordering Outgoing Equipment Lab tests Ongoing care collaboration Discharge summary Evidence Guidelines, standards,protocols SSA (elderly) Tools Nursing (global) Nursing (specific) Assessment Health problem/issue/risk Reference Model Assessment outcome Care Programme Management Socio-environmental factors Medical Diagnosis Aim Care Planning Goal Evaluation Care Delivery Interventions Caseload Profiling Workload/workforce planning By-product Information Management Service Planning development and delivery Research, Education and development Resource allocation Policy development and planning Chair: Veronica.Saunders@borders.scot.nhs.uk Community Nursing Network: www.cnnet.org.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk Measure ANNEXE 4 FINAL DRAFT Community Nursing electronic Record Information Requirements 25 September 2003 CORE INFORMATION CHI/patient identifier Surname Forename Date of Birth Sex Address Postcode Telephone Ethnicity GP Practice No GP Practice Postcode Allergies (optional if none) Alerts (optional if none) Current Medication SUMMARY INFORMATION Community Nurse Name & Details Care Programme Care Programme start and end dates Care Programme end reason/outcome BY PRODUCT MANAGEMENT INFORMATION Community Nurse discipline Care Programme Care Programme start and end dates Care Programme end reason/outcome Ethnicity NURSING INFORMATION (including *Nursing Classification and terminology) *Health issue/problem/risk *Intervention Administrative information Date and time of contact Type and Mode of contact:- direct, indirect, telephone etc Location Medical diagnosis (this concept may be expressed in Care Programme so doesn’t need duplicated) Aim ( this concept may be expressed in Care Programme so doesn’t need duplicated) Goal (this concept may be expressed in Care Programme so doesn’t need duplicated) Socio-environmental factors (this concept may be expressed in Care Programme so doesn’t need duplicated) Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk ANNEXE 5 FINAL DRAFT Care Programmes V1.4 and examples of their relevance to community nursing practice. 25 September 2003 Examples of possible Care Programme relevance to practice – not complete or exhaustive Care Programmes DN PN HV School Nursing Family Health Nurse Assessment & identification of need and health promotion Enabling Carer Health and Wellbeing Enabling Daily living skills with Arthritis Enabling Daily living skills with COPD Enabling Daily living skills with Motor-neurone Disease (Promoting Independence) Enabling Daily living skills with MS Enabling Healthy Lifestyle with CHD Enabling Healthy Lifestyle (and self care)with Diabetes Enabling Mental Wellbeing Enabling Patient understanding & decision making – Cancer Enabling Positive Parenting Enabling self care with Asthma Enabling self care with Diabetes Enabling Smoking cessation Enabling Weight Control Promoting Antenatal Health and Wellbeing Promoting Child Health Promoting Health with Pernicious Anaemia Promoting Mens Health Promoting Older Peoples Health and Safety Promoting Postnatal Maternal Health and Wellbeing Promoting Pressure ulcer Prevention Promoting tissue viability after Leg Ulcer Promoting tissue viability after Pressure sore Chair: Veronica.Saunders@borders.scot.nhs.uk Community Nursing Network: www.cnnet.org.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk Promoting Travel Health Promoting Women’s Health Promoting Young person’s Health Rehabilitation of Daily Living skills after stroke Restoring tissue viability (Promote Wound healing)- Leg Ulcer Restoring tissue viability – surgical wound Restoring tissue viability – traumatic wound Restoring tissue viability (Promote wound healing) - Foot Ulcer Restoring tissue viability -Pressure ulcer Supporting Cancer chemotherapy Supporting Child at Risk Supporting Child protection Supporting Continence – Bowel Dysfunction Supporting Continence – Urinary Dysfunction Supporting family functioning Supporting Management of Diabetes Supporting Older Person at Risk Supporting Palliative Care (comfort) – Cancer Supporting Palliative Care (comfort) – Renal disease Supporting Palliative Care (comfort) – Respiratory Disease Chair: Veronica.Saunders@borders.scot.nhs.uk Community Nursing Network: www.cnnet.org.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk ANNEXE 6 WORKING EXAMPLE FINAL DRAFT CARE PROGRAMME TEMPLATE – SCOTTISH COMMUNITY NURSING INFORMATION STANDARDS 04/09/2003 CARE PROGRAMME: Enabling Healthy Lifestyle with Coronary Heart Disease Owner: Community Nursing Network CNNnet Service Use: District Nursing, Health Visiting, Practice Nursing Clinical Guidelines Sources Review Date: September 2004 SIGN 57, SIGN 41, British Heart Foundation Heart Manual Have a Heart Paisley CHD Integrated Care Pathway, Definition: The ‘Enabling Healthy Lifestyle with Coronary Heart Disease’ Care Programme describes the nursing contribution to meeting the needs of a patient who has Coronary Heart Disease in order to reduce risk of disease progression and ill health through preventative, enabling and supportive measures. To facilitate the use of Community Nursing Care Programme in electronic information systems data items have been defined and preferred codes indicated where there is overlap with national datasets development, terminology and coding work. Examples of these are: the Scottish Diabetes Core Dataset, SCIMP list, GMS contract codes. Synonyms Register1: CHD secondary prevention and chronic disease management Renfrewshire and Inverclyde PCT Cardiac Rehabilitation Lothian PCT 1 Local arrangements within NHS Boards currently give rise to different Care Programme titles that reflect common core components and also allow for local flexibility and ownership. Therefore a register of Care Programme titles that meet the standard criteria is maintained by CNnet Dependency on Nursing Service Measures2 Further development work on Care Programmes to demonstrate resource intensity measures is recommended. Local Variability and service priorities: .Local service indicators around access, patient charter measures and waiting time standards will be additions to the core Care Programmes Waiting time standard: Waiting times can be measured from the date of receipt of a referral into the service to the date of the commencement of the Care Programme Duration of the Care Programme Duration of the Care Programme can be measured from the date of the commencement of the Care Programme to the date of the closure of the Care Programme and discharge of the patient 2 Local practice development, staffing and skill mix issues impact on the ability to deliver Care Programmes Through previously completed nursing research, measures of nursing resource utilisation can be developed on a Care Programme basis without the requirement to continuously collect additional data. This indicator would give greater accuracy in comparative measurement to plan and develop services NHSScotland Boards and Trusts will take decisions as to what level of information is required. If Care Management information is required the below dataset indicates the preferred terms and codes that are in use. To prevent ‘reinventing the wheel’ any additional terms or changes should be discussed with CNNet who have access to National Structures and mechanisms to support this work. Clinical function Data item Attributes/Parameter HAHP GMS Contract codes GMS Qaulity Indicators Assessment Definition and comment An assessment is Medical Significant factors CHD Myocardial Infarction Angina Ischaemic Heart Disease CABG Cardiac failure hypertension hyperlipidaemia Renal disease Peripheral vascular disease Diabetes type 1 Diabetes type 2 TIA CVA Carotid Bruit COPD Asthma Depression G3% G30z G33.. G3z.. 792.. G58.. G20% C324. CHD1 CHD1 CHD1 CHD1 CHD1 BP1 Need clarification G73z. ??C10E. ??C10F. G65% G61% 2472. H3z.. H33% Eu32z DM1 No read codes yet for Type 1 and type 2 Stroke1 Stroke1 COPD1 Asthma1 A socio-environmental significant factor is an area of concern to the nurse and patient in the social and/or environmental domain that impacts on the patient’s health status Socio-environmental Significant factors Poor housing Stressful lifestyle Socially isolated Lives alone 13E.. Read code requested 13HL. ZV603 Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk Mobility problems Lack of family support 13CE. ZV4F4 Smoking status is a measure of smoking habit. Smoking status Thinking of stopping Intend to stop Been trying for >6months Been trying for <6months Do not need to Never smoked Ex-smoker Smoker Blood pressure measurement BMI measurement Underweight Normal Overweight Obese Exercise level Moderate Intensity Stage 1 < 6 months Moderate Intensity Stage 1 > 6 months Vigourous Intensity Stage 2 <6months Vigourous Intensity Stage 2 <6months Thinking about it Does not want to do it Does not need to do it Intend to do it Doing some but not enough 137c. Read code requested Cannot code the time limits 137G. 137G. Need clarification 1371. 137S. 137R. 246.. + value 22K.. CHD3 CHD3 CHD3 CHD5 + CHD6 DM2 Measure of blood pressure expressed as a value Measure of body mass index – different measurement tools are in use in clinical practice 22K3. 22K1. 22K2. 22K5. Measure of exercise levels of patient – different measures are in use in clinical practice Accumulative 30mins daily on 5 days per week Accumulative 30mins daily on 5 days per week Continuous for 20-30 mins on 3 days per week Continuous for 20-30 mins on 3 days per week Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk Care Delivery Exercise limitations- orthopaedic Exercise limitations- neurological Exercise limitations- respiratory HAD score Lifestyle assessment completed Read code requested Exercise assessment completed 3213% (this is an ECG test) Exercise assessment results sent to exercise physiologist HAD scale completed Co-ordination of care 388J. Interventions Referral to dietician Referral to practice nurse 388J. Sorry – this cannot be subdivided in Read V2 – we could request it if necessary 8H76. 8H71. CHD2 Should this not be down below An intervention is an action carried out by a community nurse with, on or on behalf of a patient to address a specific health problem/issue/risk. Types of nursing intervention are: Health teaching guidance and counselling Treatments and procedures Case Management Screening/surveillance Completion of lifestyle assessment according to local/national guidelines/protocols Completion of exercise assessment according to local/national guidelines/protocols Clinical communication to other health care professional according to local protocols (eg ECCI) Completion of Hospital Anxiety and Depression scale according to local/national guidelines/protocols +Value Clinical communication to other health care professional according to local protocols (verbal, written or ECCI) Referral to Dietician according to local protocols ( written or ECCI) +date Referral to Practice Nurse according to local protocols ( written or ECCI) Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk +date Dietary advice and guidance given 8CA4. Lifestyle change advice and guidance 67H.. Smoking cessation advice and guidance Invited to smoking cessation clinic Nicotine Replacement Therapy 8CAL. 8HTK. 8B2B. Exercise advice and guidance given Counselling and emotional support Sexuality discussed blood taken for lipids Blood taken for cholesterol Blood taken for triglycerides Support to carer Discharge summary sent to Practice Nurse 8CA5. 6714. ZV6D1 41D0. 41D0. 41D0. 8O7.. Dietary advice and guidance given with specific reference to Healthy eating,Weight reduction,Lipid alteration CHD4 NRT Prescribing according to local guidelines and protocols Can only code action not reason Community Nursing Network: www.cnnet.org.uk Chair: Veronica.Saunders@borders.scot.nhs.uk Deputy Chair: Alison.Forbes@tpct.scot.nhs.uk