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Vision 3

Online Services Release - Patient Summary

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Contents

ONLINE SERVICES RELEASE - PATIENT SUMMARY (ENGLAND) 5

Overview 5

Prerequisites 6

What do I need to do? 7 Record Patient Identification Seen when Patient Registers for Online Services 7 Record Read Code for Access to Patient Summary 8 Monitoring Online Services Patient Summary Access 9 How to Exclude Patients from Accessing their Patient Summary 9

Patient Summary Clinical Audit 10

Patients Viewing their Summary 12 Allergies Tab 12 Prescription History Tab 13

INDEX 15

5

Online Services Release - Patient Summary (England)

Overview 26/03//2015

This Vision Online Services release for England delivers new functionality which

allows patients to access a Patient Summary view of their clinical data via their

Online Services account and allows you, as a practice, to control this. This is

currently being rolled out in England to practices on DLM 470 and above who meet

the required prerequisites (see Prerequisites (page 6)).

In order to implement Patient Summary access for your patients, please read What

do I need to do? (page 7) which details the Read codes required for patients to

access their summary when they login to Online Services and how you can monitor

this. The Read codes can be added at any time, whether you are enabled for Patient

Summary/Online Services or not. We have also created a set of Clinical Audits to

help you monitor patients with or without access to their summary (see Patient

Summary Clinical Audit (page 9)).

Before implementing Patient Summary, please see RCGP Patient Online Practice

Toolkit http://elearning.rcgp.org.uk/course/view.php?id=180&section=0 and NHS

England Patient Online web pages

http://www.england.nhs.uk/ourwork/pe/patient-online/.

Initially, the following Patient Summary data is available for patients to view:

Allergy Details - Drug and non-drug. See Allergies Tab (page 12)

Prescriptions Issued - Acute, repeats (including discontinued repeats). See Prescription History Tab (page 12)

6

Prerequisites The following technical prerequisites apply before patients can benefit from using

the Online Services Patient Summary:

Patient Summary Enabled - Patient Summary is a free of charge

service and this will be automatically enabled at your practice by INPS.

You must already have Online Services enabled for this to happen. If

you want to have Patient Summary disabled, please contact the

helpline (patients can only view their summary if Read code 93440

Electronic record notes summary verified is recorded).

Vision Data Hub must be installed at your practice prior to patients

being able to access their summary. The rollout of the Vision Data Hub to all practices in England is currently being managed by INPS.

Vision Release DLM 470 - You must have Vision version DLM 470 or

above. You can check which version of Vision you are currently running from Help - About Vision on the Vision front screen.

Regardless of the above prerequisites, practices can start to record and monitor

Read codes for patients to access Patient Summary at any point. See What do I

need to do? (page 7)

7

What do I need to do? Before patients can access their Patient Summary, practices must ensure the

following:

Record Patient Identification Seen when Patient Registers for Online Services

When registering patients for Online Services, you must ensure that you have seen

patient identification and add the Read code 91B.00 Patient registration data

verified with the details of the form of ID seen to the patient record. This is an

NHS requirement for new and existing Online Services patients and ensures that

the patient accessing Online Services is indeed your registered patient. See Add

Patient Verification Details Seen

http://www.inpshelp.co.uk/DLM470/Registration/index.htm#44304.

If you have not been recording this Read code when registering patients for Online

Services, they will not be able to access their Summary. You can use the Online

Services Clinical Audit to add reminders or send recalls to existing online services

users asking them to bring a form of identification when they next visit the surgery

and make sure this is done for newly registered patients (see Patient Summary

Clinical Audit (page 9)).

Note - You do not have to be enabled for Patient Summary Access

to implement any of the following.

Note - If you are presented with a new form of identification,

please add a new entry of the Read code 91B.00 Patient

registration data verified in the patient's journal.

Note - You can now add 91B.00 Patient registration data verified

if you can vouch for a patient who does not have documentation. You

should record that the patient has been vouched for in the free text

notes. See NHS England Guidance http://www.,

http://www.england.nhs.uk/wp-content/uploads/2014/10/npo-guidance-291014.pdf for further information.

8

Record Read Code for Access to Patient Summary

In order for your patients to view their Patient Summary data when the

functionality is enabled at your practice, you must add the following Read code to

each relevant patient record:

93440 Electronic record notes summary verified

It may take up to 24 hours from adding this code until the patient can see their summary tab.

Before going live with Patient Summary, you should check for patients

who already have 93440 Electronic record notes summary verified on

their record which has been added in relation to something other than

the Online Services Patient Summary. For such patients, you can edit

the record and change the Read code to another appropriate Read code

(see Patient Summary Clinical Audit (page 9)).

You can start to record and monitor Read codes for patients to access

Patient Summary at any point (you do not need to be enabled to do this).

You may wish to review patient records before allowing patients to

access their summary. You can track patients with or without this Read

code using the Online Services Clinical Audit (see Patient Summary

Clinical Audit (page 9)). Remember at the moment they can only view

allergies (page 12) and prescription (page 12) information but this will be expanded in the future.

You must only record 93440 Electronic record notes summary verified

if the patient already has 91B..00 Patient Registration Data Verified

recorded. This is an NHS Requirement and is the practice's responsibility to manage.

Only patients with the exact Read code 93440 Electronic record notes

summary verified (and NOT any others within the Read

category/hierarchy) will be able to see their Patient Summary data.

9

Monitoring Online Services Patient Summary Access

You can use the Online Services Clinical Audit to monitor and target patients with or

without the above necessary Read codes. You will need to monitor:

Before going live, patients who already have 93440 Electronic record

notes summary verified on their record which relates to something

other than the Online Services Patient Summary.

Patients registered in the last 3 months who have 93440 Electronic record notes summary verified on their record via a GP2GP transfer.

Online Services registered patients without identification verified

recorded.

Online Services registered patients with access to their summary but with no identification seen recorded.

Patients whose identification has been recorded but don't have access

to their summary.

Patients who have access to their summary.

How to Exclude Patients from Accessing their Patient Summary

For future versions of this software you can add the following Read code to the

patient record which will exclude them from accessing their patient record in Online

Services (this does not apply to the current release):

9lX..00 Access to Patient Facing Service denied

Training Tip - You could use this code to identify patients who may

need their careers to be registered to access their Patient Summary.

10

Patient Summary Clinical Audit To help with tracking Patient Summary status, we have created a Clinical Audit

which is published as part of the Admin for SCR, Pt Online Services and

Care.Data audits. Using this audit, you can identify and address patients with or

without the necessary Read codes to view their summary.

The Admin for SCR, Pt Online Services and Care.Data audits can be downloaded

from the INPS website here

http://www.inps.co.uk/my-vision/user-guides-downloads/clinical-audit (instructions

on how to download and import are here

http://www.inps.co.uk/sites/inps4.co.uk/files/download_and_import_audit.pdf).

Please note this will replace any existing versions of this audit.

Patient Online Services Audit

Audit Criteria

Patients Registered for Online Services (VOS)

Patient Registration Data Verified recorded In practice (91B)

Online Services Registered Patients with the Read code 91B..00 Patient Registration

Data Verified recorded on their record with recorded In Practice ticked.

Online Patient Summary verified by clinician EVER Read code

(93440) ONLY these patients will have access to their summary

when enabled

Online Services Registered Patients with the Read codes 91B..00 Patient

Registration Data Verified and 93440 Electronic record notes summary

verified recorded on their record with In Practice ticked or unticked. These

patients will have access to their patient summary.

Online Patient Summary NOT verified by clinician EVER

Patients with no Read code recorded for 93440 Electronic record notes

summary verified.

Remember - You must check that patients have Read code

91B..00 Patient Registration Data Verified on their record

BEFORE you record 93440 Electronic record notes summary verified. This is up to your practice to monitor.

11

Patient Registration Data NOT Verified recorded In Practice (91B)

Online Services Registered Patients without Read code 91B..00 Patient

Registration Data Verified. There is an inactive reminder attached to this line which

you can activate by right clicking on the line and select Activate Reminder.

Online Patient Summary verified by clinician EVER (93440)

Online Services Registered Patients without Read code 91B..00 Patient

Registration Data Verified with 93440 Electronic record notes summary verified

recorded on their record.

Online Patient Summary verified by clinician EVER recorded In

Practice

Online Services Registered Patients without Read code 91B..00 Patient

Registration Data Verified with 93440 Electronic record notes summary

verified recorded on their record with In Practice ticked.

Online Patient Summary verified by clinician EVER NOT recorded In

Practice

Online Services Registered Patients without Read code 91B..00 Patient

Registration Data Verified with 93440 Electronic record notes summary

verified recorded on their record with In Practice NOT ticked.

Pts registered for Online Services with NO Patient Registration Data

verified and No Online patient summary verified by clinician (In

Practice or elsewhere)

Online Services Registered Patients without Read code 91B..00 Patient

Registration Data Verified and 93440 Electronic record notes summary

verified recorded on their record with In Practice selected or deselected.

12

Patients Viewing their Summary When logged into their Online Services account, providing your practice has met all

the prerequisites (page 6), patients with the Read code 93440 Electronic Notes

Summary Verified will see a new Summary tab which currently contains Allergy

(page 12) and Prescription History (page 12) tabs.

Note - Patients can only view their Summary details - they cannot

add or edit information.

Allergies Tab

The Allergies tab displays any drug and non-drug allergies:

Allergies Tab

The following information is displayed about each allergy listed:

Date - Date allergy recorded.

Allergy - Non-drug Allergy name eg Peanut allergy and or Drug Allergy

name eg Penicillin (note that form and strength are not displayed).

Reaction - Either Intolerance, Allergy or Adverse Reaction.

Note - For practices in England using GP2GP, any degraded drug

allergies which have not been processed do not display in the Allergy

list for the patient to see. These should be processed by the practice as soon as possible.

13

Prescription History Tab

The Prescription History tab displays three panels:

Acute Prescriptions - In the last 12 months

Repeat Prescriptions - In the last 12 months

Unavailable Repeat Prescriptions - Repeat prescriptions that have

been inactivated in Vision and have been issued in the last 6 months.

Some items are displayed in the Unavailable Repeat Prescriptions list

as well as the Repeat Prescriptions list which may cause confusion.

These are likely to be old inactive repeat masters which have been

updated/replaced for the next repeat cycle.

All panels display the last issued date of the prescription, the drug name, quantity

and dosage instructions added by the prescriber (this includes any text added in the

dosage box when adding a prescription).

Prescriptions History Tab

Please note the following:

Any prescriptions that have been issued outside the practice within the specific timeframes, eg hospital prescriptions, are also displayed.

Patients cannot re-order repeat prescriptions from this screen. They

can do this from the Prescriptions Ordering tab.

15

Index

A

Allergies Tab • 5, 8, 12

C

Copyright Notice • ii

H

How to Exclude Patients from Accessing their Patient Summary • 9

M

Monitoring Online Services Patient Summary Access • 9

O

Online Services Release - Patient Summary (England) • 5 Overview • 5

P

Patient Summary Clinical Audit • 5, 7, 8, 10 Patients Viewing their Summary • 12 Prerequisites • 5, 6, 12 Prescription History Tab • 5, 8, 12, 13

R

Record Patient Identification Seen when Patient Registers for Online Services • 7

Record Read Code for Access to Patient Summary • 8

W

What do I need to do? • 5, 6, 7