data standards and terminologies: who cares?

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Data Standards and Terminologies: Who Cares? March 25 2010 In this briefing paper we discuss the implications for developing education and training aids to ensure that current and future professionals within the NHS, industry and higher education are sufficiently informed and educated in clinical terminologies and codes. We highlight the cases of PRIMIS+ and the Yorkshire Centre for Health Informatics as educators in the field and how their experiences can be built upon through enhanced support, collaboration and cohesion. Results were informed by a one-day “masterclass” event which was attended by 40 stakeholders from academe, the NHS and industry. A Briefing Paper for the UK Faculty of Health Informatics

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In this briefing paper we discuss the implications for developing education and training aids to ensure that current and future professionals within the NHS, industry and higher education are sufficiently informed and educated in clinical terminologies and codes. We highlight the cases of PRIMIS+ and the Yorkshire Centre for Health Informatics as educators in the field and how their experiences can be built upon through enhanced support, collaboration and cohesion. Results were informed by a one-day “masterclass” event which was attended by 40 stakeholders from academe, the NHS and industry.

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Page 1: Data Standards and Terminologies: Who Cares?

Data Standards and Terminologies: Who Cares?

March 25

2010 In this briefing paper we discuss the implications for

developing education and training aids to ensure that

current and future professionals within the NHS,

industry and higher education are sufficiently informed

and educated in clinical terminologies and codes. We

highlight the cases of PRIMIS+ and the Yorkshire

Centre for Health Informatics as educators in the field

and how their experiences can be built upon through

enhanced support, collaboration and cohesion. Results

were informed by a one-day “masterclass” event

which was attended by 40 stakeholders from academe,

the NHS and industry.

A Briefing

Paper for

the UK

Faculty of

Health

Informatics

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Introduction

The Yorkshire Centre for Health Informatics (YCHI) was awarded a grant from the UK Faculty of

Health Informatics to report to look at how to ensure that current and future professionals within

the NHS (and other sectors and professions) are sufficiently informed and educated in the

terminologies and products of the Department of Health Informatics Directorate’s Data Standards

and Products (DS&P1) team. This included being tasked to look at how much of this vocabulary,

terms and concepts do the various professions (both clinical and health informatics) need to be

aware of and how to influence and introduce this into educational curriculum.

The need for data standards and terminologies is re-enforced by Recommendation 115 of The

Kennedy Report which came out of The Bristol Royal Infirmary Inquiry2 which suggests:

“Systems for clinical audit and for monitoring performance rely on accurate and complete

data. Competent staff, trained in clinical coding, and supported in their work are required:

the status, training and professional qualifications of clinical coding staff should be

improved.”

In the global health space there are numerous standards for data capture, audit and reporting such

as SNOMED-CT and ICD-10 and for data transfer such as HL7. Although these attempt to be shared

standards across national boundaries there are also a number of standards specific to each country.

In the NHS the DS&P team are responsible for the introduction, development and delivery of coding

system products used in the patient records of the NHS Care Records Service, and for the phasing

out of dated systems. The vast majority of codes produced by NHS DS&P are unique and almost all of

our coding systems are interrelated.

A major challenge faced in ensuring that data standards and terminologies are adhered to is that in

some instances there are no codes used at all which is supported by masses of free text in

information systems. Reliance on codes and computation using codes is a profound change in the

nature, context and use of clinical communications. In the absence of coding practice that is clearly

capable of being at least as expressive and effective in communicating to clinical peers, doctors

1 Data Services – http://www.connectingforhealth.nhs.uk/systemsandservices/data

2 The Bristol Royal Infirmary Inquiry – http://www.bristol-inquiry.org.uk/

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prefer to use the expertise they have developed in communicating using clinical notes, a practice

that at its best is a subtle and nuanced use of English that is able to communicate very complex ideas

in a compact and effective way3. In other cases, local codes are used which are not linked to national

or international data standards such as Read or SNOMED-CT. As highlighted by Richesson and

Krischer (2007) the challenge is that there is a lack of definition of the purpose of standards which at

a low-level has implications for the information model selection and design.

Background

The challenge is how to communicate these standards to the various professions and how they can

be included in education and training. The NHS Data Standards and Products are split into five

services each maintaining a number of data terminology products:

1. The NHS Terminology Service manages the International Health Terminology Standards

Development Organisation (IHTSDO4) which “acquires, owns and administers the rights to

SNOMED CT and other health terminologies”. The Terminology Service itself supports and

maintains the following Data Products:

o The Systematised Nomenclature of Medicine Clinical Terms (SNOMED CT) is a

common computerised language used to facilitate communications between

healthcare professionals in clear and unambiguous terms. It has greater depth and

coverage of healthcare requirements than the legacy versions of Clinical Terms

(Read Codes) that it replaces.

o Read Codes are a hierarchically-arranged controlled clinical vocabulary introduced in

the early 1980s. The code sets are dynamic, and are updated quarterly in response

to requests from users including clinicians in both primary and secondary care,

software suppliers, and advice from a network of specialist healthcare professionals

(Robinson et al., 1997). They are mainly used in primary care but are slowly being

phased out and superseded by SNOMED CT.

3 Personal communication between Ann Wrightson (Informing Healthcare) and Dr. David Ford (Swansea University) in the context of clinical documentation.

4 International Health Terminology Standards Development Organisation – http://www.ihtsdo.org/

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o The Dictionary of Medicine and Devices (dm+d) is a dictionary containing unique

identifiers and associated textual descriptions for medicines and medical devices. It

has been developed for use throughout the NHS (in both primary and secondary

care) as a means of uniquely identifying the specific medicines or devices used in the

diagnosis or treatment of patients.

2. The NHS Classifications Service delivers national clinical classifications standards and

guidance for the clinical coding profession. This includes delivering the National Clinical

Classifications Helpdesk and providing an extensive Training and Accreditation scheme5

which awards the National Clinical Coding Qualification (UK).

o ICD-10 is an abbreviation for the International Statistical Classification of Disease

and Related Health Problems and is used in the NHS acute sector to record diseases

and health-related problems (the diagnosis or reason for a patient episode of

healthcare).

o OPCS-4 is an abbreviation for the Office of Population, Censuses and Surveys

Classification of Surgical Operations and Procedures and is a statistical classification

which translates operations and surgical procedures into codes.

3. The NHS Data Model and Dictionary Service provide the development, maintenance and

support of NHS data standards including the NHS Data Model and Dictionary6 which provides

a reference point for assured information standards.

4. The Spine Directory Service (SDS) supersedes the National Administrative Code Service

(NACS) in providing real-time publication of information about NHS entities such as

organisations, staff and services.

The Information Quality Assurance Programme (IQAP) was established to ensure that guidance

documents are issued to advise the NHS and Local Service Providers of the data quality related

standards necessary for the NHS Care Records Service (NHS CRS).

5 NHS Classifications Service Training and Education Scheme –

http://www.connectingforhealth.nhs.uk/systemsandservices/data/clinicalcoding/about/trainingaccred/index_html

6 NHS Data Model and Dictionary – http://www.datadictionary.nhs.uk/

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Methods

This research aims to examine the extent to which a single educational curriculum (or number of

curricula) is required across various levels and health care professions which are defined during our

stakeholder identification exercise in the Results section. To examine this question, YCHI conducted

an internal literature review and hosted a one-day masterclass. The working title for the masterclass

was “Data Standards and Terminologies: Who Cares?” as we wished to dispel the myth that the only

stakeholders interested in data standards were the producers of those standards. The purpose of

the day was to share experiences of data standards and terminologies and to discuss and inform a

strategy for educational materials within the NHS.

There were forty delegates in attendance (plus ten additional attendees registered for the

afternoon’s online conference call) bringing together stakeholders from academe, industry, the NHS

and other organisations including the Professional Association of Clinical Coders (PACC-UK), the

International Medical Informatics Association (IMIA) and the National Institute of Health Research

(NIHR). We were also joined by PRIMIS+7 who presented their experiences in primary care and

coding and also the Microsoft Common User Interface (CUI) team discussing their design process and

collaborations with the NHS. The broad range of stakeholders was recruited through numerous

mailing lists such as JISCmail and the NHS-Higher Education Forum, and other professional bodies

such as the Association for Informatics Professionals in Health and Social Care (ASSIST).

The agenda for the day was:

A keynote presentation from Dr. Ed Cheetham, Principal Terminology Specialist, from the

NHS Connecting for Health Data Standards and Products team who discussed the standards

described in the Background section and the wider standards environment. This included

who they work with and also what constitutes a standard using SNOMED-CT as an example.

Six open floor “experiences” of data standards in practice which are described in Section 2 of

the Results.

Two group exercises for identifying stakeholders and then discussing how educational

material could be targeted at that particular group which are described in Sections 3 and 4

of the Results.

7 Primary Care Information Services (PRIMIS+) – http://www.primis.nhs.uk/

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An Online WebEx plenary discussion with invited delegates from across the world where the

results of the group exercises were then amalgamated and shared which is described in

Section 5 of the Results.

This “participatory design” approach (Schuler and Namioka, 1993) of the design of the masterclass

which is used primarily in product design and software engineering gave the advantage of being

representative of a broad spectrum of stakeholders and helped generate knowledge in short cycles.

A survey of the same group of people would not have had the same effect and could have favoured

the pre-existing notions of the researchers.

Results

Results were collected using several techniques which allowed for data to be synthesised and

displayed graphically using word clouds and mind maps and textually using descriptions and key

themes. The results are presented in sections which are informed by discussions, group exercises

and plenary sessions throughout the day.

1. Wordle

An initial high-level perception of experiences was elicited where masterclass delegates were asked

to provide three words describing their practical experiences of data standards and terminologies.

The question that they were answering stated: “What are three words you would use to describe the

current level of understanding and use of standards in the NHS?” The words were noted on paper

sheets and then typed and input into an online word cloud generator, Wordle

(http://www.wordle.net/) which calculates word frequencies and displays results graphically. The

results are shown below:

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As can be seen from the word cloud, despite the coverage of the policy-level agenda there are still

people whose current level of understanding and use of standards in the NHS is inconsistent,

variable, confused and fragmented. Whilst data standards in themselves are fixed there is no

“standard for standards” and often terms mean different things to different stakeholders. This

highlights a failure to recognise that health informatics is a multidisciplinary area and that customary

professional vocabulary in different disciplines can easily clash. This is a serious communication

problem that needs recognising. As one of the delegates suggests “... most of those attending are

already committed to the standardisation agenda” and so we must all work together to improve the

communications of these issues with standards.

2. Open Floor Experiences

An “open floor” experiences session gave invited guest speakers the chance to give short

presentations of fifteen minutes (with discussion time) on their involvement in data standards and

terminologies. These included experiences from:

a) Jacky Skeel and Helen Atkinson from PRIMIS+

b) Sue Eve-Jones from the Professional Association of Clinical Coders (PACC-UK)

c) Owen Johnson from YCHI and their use of SystmOne in undergraduate primary care teaching

d) The Microsoft CUI team

e) Ann Wrightson from Informing Healthcare

f) Rick Jones on the National Laboratory Medicine Catalogue (NLMC).

Having numerous stakeholders was beneficial in that it gave delegates a much broader view of data

standards than many of them had seen before. Each experience is described in this section and the

two most relevant to education and training were by PRIMIS+ (University of Nottingham) and the

Yorkshire Centre for Health Informatics are also included in the Case Studies section to give

examples of how their work is being delivered in their local areas.

a) PRIMIS+ (University of Nottingham)

PRIMIS+ is a free service to primary care organisations to help them improve patient care through

the effective use of their clinical computer systems. It has been part of The NHS Information Centre

for Health and Social Care services since the beginning of January, 2009, and has been training,

supporting and analysing service for primary care since 1997.

b) Professional Association of Clinical Coders UK (PACC-UK)

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PACC-UK is an organisation solely dedicated to supporting clinical coders in the UK. The Association

was formed to improve the profile and status of clinical coders and other professionals working

within the UK clinical classifications arena. The Association’s primary objective is to help raise the

profile of Clinical Coders and to promote the understanding of the value of clinically coded data.

Issues that were raised included the lack of good standards and their accessibility in practice and the

methods of current standards of clinical coding education were critiqued. An important distinction

was drawn between the role of coders in the classification diseases and the applications of codes to

records, a terminology function. Three quotes formed the basis of discussion, one suggesting that

“Data can only be used for the purpose for which it is collected” which requires an understanding of

context and purpose of coded data, and how it has been collected. The second that “errors using

inadequate data are much less than those using no data at all” which was argued to be extremely

dangerous in a clinical setting, and the third was “Experts often possess more data than judgement”

suggesting that just because data may be available to health professionals they should not assume

that it is entirely correct.

c) Undergraduate use of TPP SystmOne (Yorkshire Centre for Health Informatics)

NHS Connecting for Health supports the NHS to deliver better, safer care to patients, via The

National Programme for IT. Students starting medical school degrees can now expect to be working

in a networked information environment radically different from that which current healthcare

providers, their tutors and the public have been used to. Their ability to work with the information

that technology provides will be critical to patient safety while their potential to take a leading role

working with new technology may be a critical factor in encouraging and supporting others to adapt

to new systems. YCHI have an established working group entitled Clinical Information Systems in

Primary Care (CISPC) which is dedicated to the development of relevant and up-to-date clinical

education for all primary health care practitioners including doctors and nurses. The group is

working with Leeds Medical School to develop an informatics vertical theme through all five years of

the undergraduate medical curriculum at Leeds and a key element of this has been the use of real

clinical information systems in hands-on sessions which have been found to be extremely successful

and engaging for their students.

d) Microsoft Common User Interface (MS CUI)

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The Microsoft Common User Interface (MS CUI8) programme works in collaboration with the NHS to

provide User Interface Design Guidance and Toolkit controls that address a wide range of patient

safety concerns for healthcare organizations worldwide, enabling a new generation of safer and

more usable health applications to be quickly and easily created. The CUI team shared their

experiences of working with the NHS, challenges that they face as designers and how their process is

based in constant consultation with the NHS and other stakeholders. They demonstrated a test

product called the Clinical Documentation Solution Accelerator (CDSA) which gives health

professionals the controls to clinically-encode standard Microsoft Word documents such as

discharge letters with elements such as SNOMED-CT codes and other information such as medicines

and treatments. They stressed the importance of how front-end design can affect decisions as well

as the implications for “back-end” data modellers and designers.

e) Informing Healthcare (NHS Wales)

NHS Wales is working incrementally towards a “Single Record” – not a central database, but a

combination of pragmatic ways of connecting healthcare IT systems so that information for patient

safety and to support care is available where and when it is needed. Two systems are particularly

relevant from the point of view of clinical coding. The first is the Individual Health Record (IHR), a

service that makes a selective extract from GP practice data available in unscheduled care settings.

In the IHR service, a content model is being used that accommodates coding as currently used in GP

practice systems, and for example uses rules agreed with GP system suppliers, based on codes, to

exclude sensitive information such as sexual health from the service. The second system is the Welsh

Clinical Portal (WCP), an in-house development supporting pathology & radiology requesting and

reporting in secondary care. In the WCP, coding of the requests is represented in the interface in a

way that emphasizes usability in the clinical context, with rigorous coding (SNOMED CT) applied

internally. In both these programmes of work, it is our experience that clinical and IT staff who are

involved in design and development need to have an appropriate kind and level of knowledge about

coding. Their knowledge needs are different, and also overlap, so that a multidisciplinary team can

work together to deliver a safe and effective information system to support care.

f) The National Laboratory Medicine Catalogue (NLMC)

8 Microsoft CUI – http://www.mscui.net/

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The NLMC is a British National Formulary for laboratory investigations. It is a system-independent

dataset, nationally-defined and managed, that contains the nationally-validated core attributes that

are common to any valid Pathology request. For example test request name and associated valid

specimen types would both be attributes within the NLMC. Once the NLMC becomes widely

embedded within pathology order communications solutions it will mean that pathology tests that

have been validated for use in the NHS and can be requested by a care provider will always be

presented to them in an identical way regardless of the requesting location or pathology service

being used.

Discussion

A number of key points were generated through the presentations and discussions:

The need for standards is well understood by insiders and is less well understood by

practitioners. In some instances codes are being used to drive finance which distorts

information value where the context of collection and use is crucial to data interpretation.

There is a wide variety of high quality material available already but finding the most

appropriate platform to share materials has been a challenge. There are examples of where

training and education has shown coding volume and quality improving.

The lack of a capable development and deployment workforce can be as big an inhibitor as

knowledge of standards which leads to a danger of “watering down” training which

undermines quality.

Multidisciplinary approaches are key as well as the need for common user interface design.

System agnostic design guidance is needed to support a healthy healthcare information

technology supplier base.

Controlled collaborative tooling is needed to support the process – not a free for all but

must allow easy access for contributors.

The experiences of this range of stakeholders were then collated into a group exercise outlining the

stakeholders groups and how much they should care or know about health data standards.

3. Stakeholder Identification

The diverse range of stakeholders could be allocated to a group of primary users – those who are

required to use codes as part of routine patient care such as clinicians, nurses and allied healthcare

professionals – secondary users who use codes for audit or other managerial purposes or research,

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technology users who are designing and building clinical systems or the standards themselves,

national organisations and professional bodies, and trainers and educators. A draft mind map of

stakeholders is shown below:

It was proposed that each stakeholder needs to care about data standards but the extent of which

data standards was debated. For example, clinicians were believed to need to know about clinical

standards such as SNOMED-CT and about user interfaces but not about HL7 interoperability or

Internet protocols. They should also look to invest time in learning about reporting tools and security

standards. Suppliers of healthcare IT systems needed to know (and care) the most in supporting such

a wide range of stakeholders. Through each of the table’s discussions it was evident and agreed that

simply “teaching standards” is inappropriate.

4. Stakeholder Course Design

Groups of delegates were randomly-allocated a stakeholder from the Stakeholder Identification

session to discuss their own views on delivering a one-day course to that particular group of

stakeholders. This included ideas for content to address their particular needs but also the critical

success factors of such a course. These are summarised in the table below:

Themes and Issues Critical Success Factors

Content Depth (Generic vs. Specific)

Specialisms

Content Overlap

Relevance to Stakeholder Groups (Income, Quality, Legal, Input to Research Projects)

Penetration

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Source for Case Studies (Good and Bad)

Context and Message (Morgues, Prisons, Court Rooms)

Continuous Touch Points (Stage of Career)

Repetitive Training Models

“Top of the Shop” Support

Finance

Embedded Standards

Before and After Comparison

Results were then presented back to the group and were discussed. The key questions surrounding

the approaches needed to satisfy these goals is whether current resources are adequate or whether

there is a need for new ones to be developed. There are already a number of suppliers of training

and education in the NHS and higher education institutions so there is a tension between whether

we should be supporting existing suppliers, introducing a more competitive market or facilitating

further collaboration between organisations in both the public and private sector. As an example,

both PRIMIS+ and YCHI are in relatively unique positions in a turbulent landscape but what may be

lacking is adequate dissemination of their results and experiences. Would sharing these case studies

help? And, how do we share results and experiences from those who are doing with those that need

to be doing? Other resources such as the National Clinical Coding Qualification (UK)9 and the

associated training10 which are tailored specifically for clinical coders need to be highlighted, shared

and personalised to other health care professions and be built into higher education teaching and

training rather than existing in isolation.

The options that we believe would satisfy this resource need are highlighting the importance of

higher education Masters courses and CIS training in the medical undergraduate curriculum. For

existing professionals there is a need for them to continually refresh their knowledge through “train

the trainer” models of information cascading as demonstrated by the PRIMIS+ model and also within

the Clinical Coding Trainer Toolbox11 and the Approved Clinical Coding Trainer status. For software

9 National Clinical Coding Qualification (UK) – http://www.connectingforhealth.nhs.uk/systemsandservices/data/clinicalcoding/trainingaccred/accreditation

10 Delivering Key Skills for Clinical Coders –

http://www.connectingforhealth.nhs.uk/systemsandservices/data/clinicalcoding/about/trainingaccred/index_html

11 Clinical Coding Trainer Toolbox – http://www.connectingforhealth.nhs.uk/systemsandservices/data/clinicalcoding/about/trainingaccred/index_html

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suppliers, who are incredibly important in building and maintaining legacy and new health care

systems, there should be incentives for them to adopt standards but also increased awareness

campaigns of existing products and tools. For example, the Microsoft CUI designs guidance and Data

Model and Dictionary.

Results also highlighted the need for multiple methods of dissemination of training and education

products for different stakeholders. For example, medical students were felt to need shorter, more

interactive exercises which would increase in complexity during their period of study. It was also

suggested that these exercises were linked to research projects and would continue as continuing

professional development throughout their career. For senior managers it was important to highlight

the financial and legal implications for not coding although it was recognised that this would need to

be in short timeframes. It was felt that unless the ‘Top of the Shop’ understood the critical need for

the adoption of standards then enabling culture change further down the organisation is hard.

Hence a key target audience would be Chief Executives and members of Trust Boards.

5. Online WebEx Session

The recommendations were then discussed via a plenary session which was opened up to external

delegates through an online WebEx panel which was “attended” by AGFA Healthcare and a

representative from NHS National Services Scotland. The discussions were centred on a common set

of questions which were made available to participants prior to the session:

Where we are now?

Who should take this forward?

Who should pay?

How is there a return on effort?

What is the role of national leaders?

What is the role of local professionals?

What should the Universities be doing more of?

What about commercial trainers?

What about the ICT suppliers?

The group reflected on where we are now and then who should take this agenda forward. There is

no central buy-in yet much of the work is voluntary and many research units would like to

collaborate but effort has not been centralised or brokered. This generates questions around who

should pay for such cohesion but also what would adequate return on effort look like. What is

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required is an agreement of the basics and what standards exist and their scope and availability. For

example, researchers may wish to know about how to build databases that conform to national

standards and how to access local expertise.

Case Studies

Two case studies were chosen as they best represented how educational institutions are tackling the

issues surrounding training needs of health professionals. PRIMIS+ on the needs of primary care

organisations and YCHI the use of a clinical information system in undergraduate teaching.

PRIMIS+ (University of Nottingham)

PRIMIS+ is a free service to primary care organisations to help them improve patient care through

the effective use of their clinical computer systems. They work via information facilitators funded by

local Primary Care Trusts (PCTs) to provide GPs with:

Training in information management skills and recording for data quality

Analysis of data quality, plus a comparative analysis service focused on key clinical topics

Feedback and interpretation of the results of data quality and comparative analyses

Support in developing action plans to improve data quality

Support in achieving accredited standards for good quality data.

PRIMIS+ provides training and assistance to information/data quality facilitators employed by PCTs

or local Health Informatics Services (HIS). These facilitators then “cascade” their knowledge and skills

to GPs and practice staff in their local health communities which is analogous to the “training the

trainer” models of education. These are also facilitated by “learning networks” where peers share

best practice and connect with others with similar interests. The benefits of these networks include

learning from successes and failures, assisting in planning and making changes and valuing existing

skills and expertise. There are currently five learning networks discussing a range of topics from data

quality in prisons to query running and writing.

PRIMIS+ provide several “units” of training in their curriculum which include the “Language of

Health”, “Analysing and Interpreting General Practice Clinical Data” and “Data Extraction in Clinical

Practice”. These units are made up of a blend of face-to-face workshop sessions and online learning

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to make a more flexible learning experience. Since its launch, more than 100 facilitators and Primary

Care Trust (PCT) staff have enrolled on the PRIMIS+ Learning Centre and 40 learners have already

completed an online learning element.

On the PRIMIS+ web site they also share a number of case studies12 which includes “Data Quality

and Coding”. Two examples are:

CHART is a software tool developed by two GPs which queries and extracts data from a

practice’s clinical system including set libraries for Local Delivery Plans (LDPs) and the Quality

and Outcomes Framework (QOF). At Bury Primary Care Trust (PCT) they use CHART to look

at the QOF for audits but also LDP smoking and obesity returns and to help with learning

disability registers. The Trust also use CHART to cross-check other data sources such as

disease registers to ensure the correctness of the reported numbers. For national data

collections such as flu vaccine uptake, CHART creates a summary which can be uploaded

electronically to the Health Protection Agency and also allows practices to share all the

graphs and data with their entire primary care team. As a tool, CHART is giving health care

providers more control over their data but is also helping to educate them of the importance

of standards and coding.

At South Gloucestershire PCT they have been working with 31 practices to ensure members

of staff know which codes to input, and eradicate the use of free text or local codes. Reports

by their Information Management and Technology Directed Enhanced Service (IM&T DES)

flagged up errors in data from incorrect coding, with inappropriate gender codes and the use

of local or practice codes highlighted as the most common problems. Regular practice visits

were scheduled to run audits and discuss the importance of correct data and talks were

given at user group meetings, data quality newsletters were sent to practices and additional

training was suggested where it was needed.

It is evident from the number of case studies and training events that PRIMIS+ are doing extensive

work in this area which needs to be supported and promoted.

12 PRIMIS+ Case Studies – http://www.primis.nhs.uk/index.php/resources/latest-case-studies

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Undergraduate use of TPP SystmOne (Yorkshire Centre for Health Informatics)

YCHI works in partnership with a national clinical information systems supplier (TPP) to create a

complete virtual primary care practice with over 300 virtual patients in as close a simulation to real

life clinical settings as possible. A teaching laboratory with 45 PCs is configured to run real

informatics systems with “hands-on” sessions involving each student taking responsibility for

maintaining an individual patient’s electronic record based on carefully-designed scenarios delivered

as worksheets and videos of patient consultations. A key feature of the learning experience is

students recognising the professional, clinical and practical implications of relying on each other’s

accurate and effective information systems use. Students quickly appreciate the need to develop

and encourage good practice and are enthused to exploit the clinical benefits of informatics

solutions. This approach is motivated by a belief that work place learning must reflect the real

working environment in order to ensure clinicians are fit for purpose.

To date 390 students have taken this introductory teaching session and completed their six week

placement in primary care. The majority of students were clearly IT literate and competent with the

basic technology though some needed detailed help. Most coped well with first exposure to a

complex and rich clinical system though some initially found the session overwhelming and needed

help entering clinical data. From our initial observation we felt that many students do not have an

appreciation of the overall process of care despite the ubiquitous use of care pathways in the NHS

planning, and have yet to develop an abstract model of the structure of distributed electronic as

opposed to linear paper records. Without this it is difficult to place the use of the CIS in context and

we are iteratively amending our introductory material to take this into account.

We were encouraged by the degree to which the session stimulated spontaneous discussion about

the differences between coded data, that is auditable, and the rich, non-coded narrative data which

conveyed a fuller, more holistic clinical picture. Students rapidly developed insight into the strengths

and weaknesses of current methods of information capture within the consultation such as the Read

code browser. The most competent students quickly found how to navigate the system and many

were able to appreciate the sophisticated design features of the human-computer interface. Formal

feedback for all of the sessions confirmed these observations with students finding the sessions

informative and stimulating.

In the first year of the teaching (2008/09) 252 students attended the teaching sessions and

completed the course evaluation. 75% felt more prepared for their clinical placement and 89% felt it

was relevant and useful to their current learning and 90% felt it relevant to their future working (Lea

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et al., 2009). Tutors who delivered the sessions found the system easy to incorporate into the classes

and facilitated the practical demonstration of tools such as the semi-automated Read coding and

BMI calculation. Feedback from GPs involved in the teaching programme confirmed the value of

helping the students understand system capabilities before exposure to the clinical problems and

the potential influences of the system on the consultation and the doctor patient partnership.

Conclusion and Recommendations

The research confirms that standards are viewed as a key element if progress is to be made in the

provision of digital systems in health. The work reveals some large gaps in understanding of the

complexity of the issues, particularly as regards a divide between technical and managerial leaders.

The scale of the educational problem is large and multi-faceted and it is unlikely that any single

measure will meet the needs of the NHS to adopt standards more rigorously as its information

systems developments move forward.

It is likely that a joint bottom up and top down approach will be needed to achieve further progress.

The aim of the top down approach should be to ensure that senior NHS business managers

understand the imperative for standards to underpin efficient and effective clinical care. This also

includes the need to be sufficiently aware of the technicalities as to be able to have confidence in

the recommendations of their Informatics staff when selecting systems and approaches to system

deployments.

At a middle-management level there is a need to ensure that long-term gains are not sacrificed for

short-term pragmatic wins. This will require a collective approach to systems integration with judicial

choice of routes to conformance as demonstrated by the Welsh approach. Included in this layer are

the systems suppliers where gaps in knowledge are evident. Some incentive-building and policing of

the systems being provided in the market place will be necessary supported, one hopes, by the

better informed choices of better-educated NHS managers.

The scale of educational need on the ground is also large. This probably relates more to questions of

data quality than standards per se as many of the coding and classification standards should

probably not be exposed to end-users. The development of usable, intelligent common user

interfaces will be critical to this part of the endeavour and exposing users to better-designed

systems which allow them to concentrate of clinical tasks must be a major goal rather than them

acquiring detailed knowledge of terminologies and code schemes.

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How this is delivered is a matter for conjecture but is likely to involve partnerships between the NHS,

higher education institutions (HEI) and the training sector, with each group contributing to its own

niche. One common theme was the way in which standards collections are hidden from view or held

in obscure collections. Increasing their visibility and ensuring easy access for supplier and developers

may be a key step.

Acknowledgements

This paper was written by Mark Hawker, Owen Johnson, Dr Rick Jones and Dr Susan Clamp. We are

grateful to the many respondents for their contributions.

The Yorkshire Centre for Health Informatics is a leading international centre for health informatics

expertise, collaboration and research. Our mission is to improve heath care practice through high

quality research and evidence based education and training. The centre brings together partners

from the University, NHS and Industry to help meet the challenges in handling health information.

Our objectives are to develop knowledge through multidisciplinary research; develop ‘best practice’

and quality assurance within health informatics processes; disseminate ‘best practice’ through

education and training; facilitate knowledge transfer by bridging the gap between health informatics

researchers, healthcare providers and health IT industries.

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