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Clinical audit – report writing and action planning Mandy Smith, HQIP

Clinical audit – report writing and action planning Mandy Smith, HQIP Clinical Audit for Improvement, 13 th February 2013. Best practice means. . . completing the clinical audit cycle. When do you write the report?. Now?. Now?. Now?. Why produce written reports?.

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Clinical audit – report writing and action planning Mandy Smith, HQIP

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  1. Clinical audit – report writing and action planning Mandy Smith, HQIP Clinical Audit for Improvement, 13th February 2013

  2. Best practice means . . . . . completing the clinical audit cycle

  3. When do you write the report? Now? Now? Now?

  4. Why produce written reports? • To provide an accurate record of the audit • To share with the multidisciplinary care team • To share with colleagues in the wider organisation • To inform and engage with patients and carers • To inform and assure the board about the quality of services and quality improvements • For commissioners and regulators • For the general public.

  5. The full report • An accurate record of the audit • The ‘traditional’ audit report makes it possible to re-audit and get comparable results • It should include full details of the audit method, findings, actions taken and their consequences • It should include all of the detail needed to guarantee data quality • It should include full analysis of all the data that has been collected, and comparisons with previous rounds of data collection

  6. The full report • Developing the report • Use an agreed reporting template (tied in to other approved documentation) • Use the information you collect when the audit is proposed or registered (background, standards, sample, data collection methods, etc.) • Explain any changes as the project evolves • Version history / audit trail http://hqip.org.uk/template-clinical-audit-report/

  7. Sharing with the team • The report should only be one aspect of involving the clinical team and support staff in the clinical audit • You may need a summary visual version for an action planning meeting – this is not a substitute for a full report!! • N.B. The clinical team should have access to the full report.

  8. Sharing with colleagues • What do they need to know? • Key features of the audit • Key learning points • Actions you need them to take • Actions you plan to take that might impact on them • Ideas they might adopt or adapt • Hazards they might be able to avoid • Keep it short!

  9. Patients and carers • HQIP is committed to engaging patients and carers in clinical audit • Guidance available on the HQIP website: • Be concise and engaging; • Use everyday language and add a glossary • Be graphic! • Write for your audience http://www.hqip.org.uk/ppi-guidance/

  10. Engaging the board ‘Compliance with the requirement to engage in audit should be monitored by the Board on a regular basis’ http://www.midstaffsinquiry.com/assets/docs/Inquiry_Report-Vol1.pdf • What do they need to know? • When do they need to know it? • Strategy and programme development • Risk and assurance • Quality vs. Quantity • Outcomes and consequences • Decisions on escalation

  11. Commissioners and regulators • Quality in the new health system (Final report) National Quality Board 2013 • Measuring quality and using clinical audit data to drive improvement https://www.wp.dh.gov.uk/publications/files/2013/01/Final-NQB-report-v4-160113.pdf Roles, responsibilities and processes are evolving • That includes the ways in which clinical audits are planned and reviewed • Watch the website! http://hqip.org.uk/statutory-and-mandatory-requirements/

  12. Going public ‘HQIP will develop methodologies for casemix comparison and, in conjunction with NHS Choices, publish activity, clinical quality measures and survival rates from national clinical audits’ ‘Everyone Counts – Planning for Patients 2013/14’ NHS Commissioning Board 2012 http://www.commissioningboard.nhs.uk/files/2012/12/everyonecounts-planning.pdf • Public access to, and use of, clinical audit data (both local and national) is increasing – and this brings challenges

  13. Going public

  14. Going public • Good patient reports can double as powerful easy-access summaries of clinical audits, providing key facts for the media, politicians and local groups • Remember what matters: • Why this audit? Why now? • What did you find? • What have you done to improve? • The role of Quality Accounts

  15. And remember . . . The report matters, but it’s what you do that will make a difference.

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