Project id

NHS [insert PCT name here] Summary Care Record

Summary Care Record

Project Initiation Document

Release/Status

Version

Date

Prime Authors

Sponsors

Document Ref

This document is confidential and is distributed under the terms of agreement and non-disclosure between [insert PCT name here] Primary Care Trust and distributed parties. It may not be distributed in any form without prior consultation with [insert PCT name here] Primary Care trust

Project: Summary Care RecordInsert Date

Title: SCR PIDPage 1


1 Document Control

1.1 Document LocationThe source of the document will be found in location:

Insert link

Subsequent versions of this document will be found in the same folder.

1.2 Revision History

Revision Date Summary of Changes Author

1.3 ApprovalsVersion 1.0 and above of document requires the following approvals:

Name Signature Title Date of Issue Version

Approval records are held electronically by the project team. For further information contact the project office.

1.4 DistributionThis version of this document has been distributed to:

Name Title / Job Responsibility Issue Date

Project: Summary Care RecordInsert date

Title: Accelerated Rollout Page 2


Contents1 Document Control...................................................................................................................... 2

1.1 Document Location 21.2 Revision History 21.3 Approvals 21.4 Distribution 2

2 Purpose of the Document........................................................................................................43 Background.............................................................................................................................. 44 Project definition......................................................................................................................4

4.1 Objectives 44.2 Project Benefits 5

4.2.1 Benefits of an accelerated rollout.................................................................................54.2.2 Benefits of full roll out of SCR and HealthSpace..........................................................54.2.3 Local [insert local name here] Health Community Benefits...........................................6

5 Scope and Exclusions.............................................................................................................65.1 Scope of accelerated rollout GP Practices: 65.2 Scope of SCR information Upload 75.3 Scope of Communications and the Public Information Programme (PIP) 75.4 Specifically out of scope of the accelerated rollout: 7

6 Dependencies........................................................................................................................... 77 Stakeholders............................................................................................................................. 88 Deliverables and Desired Outcomes......................................................................................9

8.1 Management deliverables 98.2 Project Deliverables 9

9 Assumptions.......................................................................................................................... 1010 Training.............................................................................................................................. 1011 Project Approach..............................................................................................................1112 Project Organisation and Governance............................................................................12

12.1 Project Board 1212.2 Project Team 1312.3 Project Governance 13

13 Communication and Engagement...................................................................................1413.1 Communication Plan 1413.2 Public information programme (PIP) 14

14 Project Plan....................................................................................................................... 1415 Risk and Issue Management............................................................................................1516 APPENDIX 1. [insert PCT name here] GP Practices, including: practice code, total patient list size and over 16 patient list size................................................................................1617 APPENDIX 2. SCR Stakeholder Matrix [Do you want to include at all? If so this or the CSC version you mentioned you had].........................................................................................1618 APPENDIX 3. Communications Plan [see my comments on page 14].........................16




2 Purpose of the DocumentThe purpose of this Project Initiation Document (PID) is to define how [insert PCT here] has decided to implement the NHS Summary Care Record and HealthSpace. The document will provide a framework for the management and assessment of the delivery of this Project at a local level. It will contain information about the project, relating to what, why, who, how and when.

This document is primarily aimed at defining the first phases of the project of the project, which will public information programmes (PIP) and SCR initial uploads for those GP practices using clinical systems with full rollout approval. The PID will be further developed following the SCR initial uploads to include remaining GP practices and the other aspects of the SCR project.

The following standard tools will be used in the course of the project to develop project documentations and deliverables:Microsoft Office document is primarily aimed at defining the first phases of the

project of the project, which will public information programmes (PIP) and SCR initial uploads for those GP practices using clinical systems with full rollout approval. The PID will be further developed document is primarily aimed at defining the first phases of the project of the project, which will public information programmes (PIP) and SCR initial uploads for those GP practices using clinical systems with full rollout approval. The PID will be further developed following the SCR initial uploads to include remaining to track document is primarily aimed at defining the first phases of the project of the project, which will public information programmes (PIP) and SCR initial uploads for those GP practices using clinical systems with full rollout approval. The PID will be further developed following the SCR initial uploads to include remaining

2.1 Project Board

A Project Board has been established for the [insert PCT name here] SCR Project with the membership below. This Board will report into the [insert appropriate local board].

Membership:

Name Role Organisation

[insert PCT name here] health communityDirector-level Project Board Executive [insert PCT name here]

Clinical Lead (e.g. Clinical Director level) [insert PCT name here]

Urgent and Unscheduled Care representative [for later phases] [insert PCT name here]

Provider Services representative (particularly if implementing DSM at the same time) [insert PCT name here]

LMC representative LMC

External to [insert local name here] health community




SHA/SCR representative SHA/CFH

Patient representative n/a

Reporting to the Board, attending as and when requiredProject Manager [insert PCT name here]Workstream Leads

IG/Data Quality Clinical Governance Communications Training/Business Change (mostly

concept training) Benefits

[insert PCT name here]

The Objectives of the Project Board are identified as follows:

To fully engage all internal and external stakeholders to ensure they have a full understanding of SCR

The incorporate the views and requirements of internal and external stakeholders, into the ongoing development of SCR

Careful governance of the project, ensuring delivery within the agreed cost and resource constraints

To ensure that work streams are fully aligned and deliver to the wider interests of projects and [insert PCT name here].

To liaise with other PCTs and relevant working groups to promote the project and ensure that there is coordination across the wider healthcare community

To ensure that careful benefits realisation planning identifies, measures and documents these across the healthcare community

To provide assurance that the PCTs Governance and Assurance responsibilities are met through the delivery of this project

To ensure that all the project’s risks and issues managed, evaluated and where appropriate escalated. The Board will oversee the risk management process

2.2 Project TeamThe Project Team are established and identified as follows:

SCR Project Team

Name Role Organisation

[insert PCT name here] health communityProject Manager [insert PCT name here]

Communications Lead [insert PCT name here]

Training Lead [insert PCT name here]

Data Quality Lead [insert PCT name here]

Patient and Public Engagement Lead [insert PCT name here]




Project Support/PMO [insert PCT name here]

External to [insert local name here] health communityCFH SCR Lead CFH

SHA SCR Lead SHA

2.3 Project Governance

[Insert local project governance here]




3 Communication and Engagement

Careful planning and delivery is necessary if we are to fully engage our community and avoid isolating hard to reach groups.

3.1 Communication Plan

The communication plan aims to involve both internal and external stakeholders in the roll out of the SCR project and incorporate the national and local messages in accompanying materials. An example communications matrix is included as Appendix 2.

The internal communications aims to ensure that employees affected by the roll out of SCR are fully informed about the upcoming changes and feel confident when talking to members of public about the scheme if asked any questions; also to provide support to employees who are participating in the accelerated rollout, for example, that enough information is provided and clear lines of communication are established if there are any queries.

3.2 Public information programme (PIP)

The external communications will incorporate a PIP which aims to inform the patients of the GP practices currently involved about the upcoming introduction of SCR and establish two-way communications to ensure that they are able to make an informed choice about whether to have a SCR record created and are given the opportunity to discuss the benefits of SCR and any concerns they might have.

There will also be a need to target hard to reach sectors of the community.

4 Project PlanThe project plan will be initially for the accelerated rollout only. This will plan activities up to the SCR initial uploads for those practices involved in the accelerated rollout. A comprehensive longer term plan which covers all Practices and end users will be produced which details the timescales and activities across the whole [insert PCT name here] health community.

It will be crucial for experience gained and lessons learnt from the accelerated rollout to be built into the ongoing full roll out.




5 Risk and Issue ManagementRisks and Issues will be captured and managed in a Risk and Issues Log which will be maintained by the Project Manager. This will be reviewed by the Project Board, where decisions will be made to escalate within the internal and external Governance structure.

The Risks and Issues Log will be aimed at the full implementation of SCR across the [insert PCT name here] health community.

The currently identified key Risks and Issues are identified below in Table 11.

Table 11. Current key Risks and Issues

Identified Risk and Issue Mitigating Action




6 APPENDIX 1. [insert PCT name here] GP Practices, including: practice code, total patient list size and over 16 patient list size.

7 APPENDIX 2. Example SCR Stakeholder Matrix



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