Protocol for Computer use in Practice                                                                                            Adopted  2/11/04 DGH

 

Guidelines

 

We have used the Good practice guidelines for general practice prepared by RCGP to produce this protocol.

http://www.rcgp.org.uk/clinspec/docs/goodpracticeguidelineselectronicrecords.pdf

 

 

Aims

 

We aim to minimise the use of  paper in our offices.

All computer users should receive necessary appropriate training.

All clinical contacts should be recorded on the computer.

We aim to keep records which are accurate, readable, traceable, structured and retrievable.

All computer users should have induction training on joining the practice and everyone should have further training periodically.

We aim to use electronic mail to supplement the usual verbal communication to ensure that all members of our team receive prompt messages.

We use Microsoft outlook for in house communication and the NHS net for external messaging.

We aim to keep an updated record of our practice procedures and protocols in public folders.

Our practice has a website which contains essential information about the services we offer and we aim to keep this regularly updated.

 

Requirements for computer use

 

Computer use by receptionist

 

Each computer user has own password and should log on and off their terminal at the start and end of the session.

 

All consultation (telephone, visit or surgery) requests should be entered onto the appointment system for the appropriate clinician to deal with.

 

Changes of name, address or telephone number must get onto the computer system. It is important for the information to be kept up to date.

 

The visits need to be entered and printouts of summaries prepared for 11am. It is important that all visits are allocated to an individual doctor. The head receptionist should be responsible for ensuring that visit requests are not missed.

 

 

Computer use during or after consultation with a patient

 

Each computer user has own password and should log on and off their terminal at the start and end of the session.

 

A computer data entry should be made with every clinical contact (telephone, visit, consultation, information, letter) with a patient.

 

The contact type must be entered correctly for each contact with the correct clinician name.

 

Information such as BP, weight, peak flow, smoking status must be recorded so it is retrievable (read coded). We aim to opportunistically record BP and smoking status wherever appropriate.

 

Medication reviews should be recorded at least annually with the appropriate read code.

 

The patient summary and problem section should be kept up to date and tidy. New diagnoses will either be entered at the time of consultation by a clinician or by a data entry clerk on the receipt of a hospital letter.

 

The repeat medication list must be kept up to date and accurate and is the doctors responsibility when a letter is read or when a patient is seen. All medications prescribed for a patient should be entered onto the computer system.

 

Date of observational entry

 

It is important that entries are made soon after seeing a patient. Obviously after a home visit it may be the following day that an entry is made and it is important that the date of the home visit is correct. A free text entry of the date you are entering the information could be helpful.

 

Read coded diagnoses should be if possible entered with the date when the diagnosis was originally made. This is of more importance when summarising records. Please refer to our separate protocol for note summarisation

 

 

Hospital test results

 

The results daybook should be reviewed and cleared at least twice weekly.

 

Clear direction in the form of free text entry should be used to aid other clinicians if tests or actions are required from another team member.

 

Read coded entry is required if a sample is sent to the laboratory so we can do our own quality control checks to ensure results return to the practice.

 

Some tests like X rays and some microbiology tests are received in paper form from the hospital. These should be scanned onto the system and then the paper record is seen by a doctor. We aim to enter a message in free text attached to the result entry on the computer.

 

An audit by the computer manager will be done every 2 months to confirm that we are receiving all results for samples sent.

 

Amending Clinical records

 

It is important that we can trust the clinical records. If an amendment to the clinical record needs to be made because the record is incorrect. It is important that a free text entry is placed in the record at the place of the piece of data to be deleted explaining why the record is being altered and giving a date and user name. The system has an audit trail so will be able to identify if someone has changed the record. This has important legal implications.

 

The medication record can be edited and it is important that prescriptions printed in error but never dispensed should be deleted. The software permits this to be done but requests a reason to be typed onto the screen. Clinicians and receptionists all need to be able to do this

 

 

 Electronic Communication

 

To supplement the normal verbal channel of communication it is very helpful to use the in house e mail system. This allows us to disseminate important clinical and organisational information quickly, accurately and comprehensively to all team members.

 

E mails should be viewed during each session a clinician performs. Keeping the Microsoft Outlook open during surgery is a valuable method of instant messaging without the need to interrupt a consultation.

 

It is helpful if e mails have a title as this aids recall of information if required.

 

It is important that everyone can use Microsoft Outlook on any terminal they are likely to use.

 

We communicate important information regarding the death of a patient to all team members on the receipt of this news via internal electronic mail. No patient specific details are sent on the external e mail system.

 

 

Scanning mail onto the computer system

 

Incoming clinical mail (discharge letters, out patient information, out of hours letters, paper test results, insurance letters and communication from patients) should be scanned onto the system the day they are received. The paper record is then distributed to the responsible clinician. Paper records are kept in a temporary file after this.

 

It is important that scanned documents are scanned into the correct patients record and the document is readable.

 

 

Organisational and Clinical Information

 

The sources of information for all staff working in the organisation are kept in the public folders section of Microsoft outlook, on Leeds Health Pathways, on our own website and in the DXS software on our system. Access to the internet should be available at each PC in the practice.

 

We expect our team members to abide by NHS guidance regarding accepted use of the internet ie to use the web access for our own education and the benefit of patients only. It is not acceptable to try to access another persons mail or send mail in another name. It is unacceptable to knowingly spread computer viruses.

 

 

Back up of Information

 

Computer held information is backed up on a daily basis and the tapes are kept in a fire proof safe. Another copy is kept off site.

The back up tapes are regularly validated by the computer supplier.

 

 

Confidentiality

 

We have a separate policy for confidentiality. The level of access to detailed computerised information varies dependent on whether the user is a clinician, medical secretary or receptionist.