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Neil Pound ISUG 2012. Plan. How we transferred from Isoft to TPP (And a little bit about why) How we switched What went right & wrong What to ask the suppliers at the demos Where we are now What I wish I had known 12 months ago. This isn’t going to be…. Advice on which system to choose
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Neil Pound ISUG 2012
Plan • How we transferred from Isoft to TPP • (And a little bit about why) • How we switched • What went right & wrong • What to ask the suppliers at the demos • Where we are now • What I wish I had known 12 months ago
This isn’t going to be… • Advice on which system to choose • A plug for TPP (but we do like it now) • A model example of best practice But it will be warts and all truthful!
Background • Woodlands Medical Practice, PMS PFI 10yrs ago • Sutton in Ashfield, deprived • 9200 pts, increasing • 5.2wte doctors, 4wte nurses (NP) • F2 training • 4 reception, 2 nurse admin, 2 script admin, 2 data quality, low staff turnover • Host nursing home coordinator service
Background: IT • Isoft Premiere 10+ yrs (Microdoc) • Apollo SQL/Apolloscan (8 yrs) • Frontdesk/Contract+ • Easylabeller • Cardiosoft ECG • Welch Allyn ABPM • GPintranet
Background: Organizational • Paper-light • Nurse Clinical coder (QOF) • Touch screen check in / Jayex • On line appointments / script ordering • Pathlinks (one local provider) • Data “cleansed” (IM&T DES) • No dedicated IT person
Me • Ex nurse/IT trainer/programmer/systems analyst • GP (9.5 clinical sessions) • Federation chair • QOF/IT lead • No links to Isoft/TPP • My views are my own!
Why did we change? • Isolation • Functionality • Disastrous trials ETP/C&B • Lack of support (local / Isoft) • Complexity of integration • Lack of robust hosted solution • Future uncertainty
Choosing a system (Avon IM&T) • Practice (clinical benefits / strategy / impact) • Strategic fit (local / national) • System (status / roadmap / functionality) • Financial implications (practice / PCT) • Management considerations (practice / PCT) • Decide priorities • NO SYSTEM MEETS ALL REQUIREMENTS
What to look for • Don’t just consider the clinical consultation • Functionality: gains vs losses • Where do you want/need to be in the future • Commissioning • Add-ons (current/integration/necessary) • QOF (updates) • Reporting • Current software & developments
What to look for: data sharing • Locality teams (DN, palliative, MH, sec care, HV) • Templates • Formularies • Organisation • Messaging • ? Problems / access / “ownership”
What to look for at the demo • Sales reps will have an orchestrated demonstration: break it up, use real time demo if poss, ask Q’s ‘show me’ • Beware airware • Involve as many staff as practical and at least one reception/admin/nurse • Arrange a second demonstration • Examples (eg set up template / search / recall communication)
Important questions for new provider (1) • What data loss during the transfer? • Reference sites (local) • Is data in other systems (eg Frontdesk) part of the clinical record & will this transfer? • What happens to data fields not mappable?
Important questions for new provider (2) • How is potential data loss (Premiere) handled? • Does deleted data transfer? • Will recalls be directly transferred? • Will prescription history & reauthorizations transfer? • How about pts not currently registered
Important questions for current supplier • How long will your database be accessible? • What happens if we need access to the data after this period (costs & how long)? • Will you provide a named contact for data queries (for the transfer)? • Do you need info from any other systems (FDW)?
Questions for IT • Will current hardware suffice (full survey) • Costs? • Branch surgeries • Extras (new equipment) • N3 link issues / reliability
Timescales • August-Sep 2010 demonstrations providers • Sep-Oct shortlisting, further demo & technical queries • October 2010 decision to change • March 2011 project initiation • September 1st data cut & verification • October 26th 2011 TPP go live
Planning (6+ months) • Pick a go live date and fix it • Try and have all GPs present • Consider absences, QOF, holidays • Arrange locum support in advance • Backfill for ALL staff • Training needs assessment (differences)
Planning (months) • Form project team in practice (?PM) • Monthly meetings in house • Supplier/training/IT meetings • IT survey (hardware) • Backup verification • Smart cards
Planning (weeks) • On schedule? • Data cuts (verification/validation for migration) • Test system available? • Detailed training schedule • Backfill/locum • Tell patients • Rota (less ? no routine) • Repeat prescriptions • Operational/business procedures (with trainers) • Training (system administration)
Planning (days) • Trainers on site (process review) • Training in test environment • Prepare (some) data for live site (templates, formularies, staff, configuration) • Hardware installation & configuration
Planning (D-2) • Last data cut • No scanning/pathlinks (manual systems) • Consultations ? Paper ? Old system • Shared list appointments (any practitioner) • No QOF, no “routine” work • Training • Heaven!
Planning (D-1) • Technical go live • Hardware testing (IT on site) • (check data) • Training • Set up staff rotas • Transfer to live system (staff/templates/formularies)
Go-live day • IT & multiple trainers on site ? in room if nec • Longer appointments with breaks • Review lunch & end of afternoon • “Emergencies” only: no routine work
Post go-live (days) • More training (scanning/pathlinks/letters) • Catch up (scanning/pathlinks) • Template modification • Consolidation training • Back to usual appointment system • Routine work resumes
Post go-live (weeks) • Templates modifying (still) • Recalls updating • Repeat prescriptions restarting • Scanning/pathlinks catch up • Data re-entry from system downtime • Reports - reestablishing • QOF resuming
What went well • Data transfer • Negotiation with migration team • IT hardware (touchscreen, Jayex, printers) • Well planned project management • Patient appointments & scripts • Manual procedures pathlinks/documents • Electronic pathlinks & documents
What went a bit wrong • Communications & messages • Patient reminders • Templates • Scanning & document management • Configuration users & screens • QOF catchup
What went horribly wrong • Training (inconsistent, inflexible) • Post go-live workload underestimated • Repeat script catch up • Scanning/pathlinks catch up • Christmas & the flu season (weather?) • Holidays • Recalls not serviceable • Appointments (searching)
What did we do? • Panic • Review, discuss & change (daily team & monthly practice meetings) • Looked at other practice’s use of system • Tried not to change too much too quickly (process) • Extra work (me)
Overall Review • Training: quality, duration, consistency • Business process management: don’t change it if you don’t have to • Time bombshell • 3 months to be up to any speed • 6 months to be back where we were • 9+ months to be ahead of this
Costs? • Very difficult to quantify • Main cost to practice is lost time & productivity • Backfill & locum costs • Extra time to configure system (me) • QOF / complaints / stress
Regrets? • Lack training environment early • Didn’t realise poor quality training & little understanding how GP’s (us) work • Didn’t recognise trainers misconception that all practices work to same IT level • Didn’t look at how other practices use their system early enough • Complacent (go live), lost overview
Currently • 11 months on • Functionality better (templates/macros) • Data sharing (safeguarding) • Prompt letters • ICE ordering & access to pathology • Reliable • Working remotely
What do I like? • Functionality better: Templates & macros • Formularies (Read/drugs) • Reporting (fast, easy) • Alerts • Customized views & configurability • Data sharing (safeguarding) • Prompt letters, ICE & access to pathology • Reliable • Working remotely
What do I miss? • Frontdesk • Upto date reporting • Error messages • Upgrades & multilex updates • ISUG conference • ? control
Finally • Good luck: you will cope • GP’s flexible & resilient: cope with change • But timescales, so many changes, complexity… • It will be difficult but plan ahead • Think disaster recovery, what if scenarios • Ask for help (SNUG)
Useful links • http://www.gp.aimtc.nhs.uk/GPSoC_Change.asp • http://www.gpchoice.org/gp-choice/decision-to-change-systems.aspx • http://www.connectingforhealth.nhs.uk/systemsandservices/gpsupport/gpsocce.org/gp-choice.aspx