| Single Assessment Process - training materials information technology The following listing is subject to ongoing review and revision... Information needs of United Kingdom primary care clinicians [author: Deborah A Swinglehurst] Article in Health Information and Libraries Journal, vol 22, no 3, pp 196-204. This paper reviews the literature on the information needs of primary care clinicians to enable evidence-based decision making. Drawing on the literaure, and using a specific example of a clinical informaticist service, some lessons are drawn onthe role of information professionals in facilitating evidence-based health care. (The specific example is based in the Imperial College, London). It was concluded that evidence-based information to clinician's questions in a user-friendly format has the potential to facilitate changes in practice. The successful implementation of information services requires attention to both academic and service dimensions, fostering closer working relationships between clinicians and information professionals. Contact Details: Tel: | Fax: E–mail: | Web links: http://www.blackwellpublishing.com/hir | Target group: HAs | Type / Format: article Availability / Price: | ISBN/ISSN: 1471-1834 Notes: One for all [implementation of the single assessment process] [author: Mark Hunter] (3 July 2003) Article in: Community Care, no 1479, pp 30-31. It is now more than two years since the single assessment process (SAP) was announced as part of the National Service Framework for Older People (NSF). The SAP is intended to help local agencies simplify health and social care assessments for older people. However, as the deadline for implementation (1 April 2004) approaches, many authorities are still confused over the government's guidance and funding. In Cambridgeshire, the local implementation team has piloted a paper-based SAP format used by health, social care and housing staff and then adapted it to the computerised Cambridge assessment tool. The article notes that the London Older People's Service Development Programme has piloted joint initiatives between health and social services in a variety of settings. Jonathan Monks, the SAP programme manager in Worcestershire has reservations as to the readiness of authorities such as his for full SAP implementation in April 2004. He is also concerned about the cost of commercially available assessment systems, and the implementation guidance being 'too prescriptive and too complicated'. So he is trying to simplify the process and 'produce tools that people can actually use', in the belief that SAP will 'eventually produce the kind of one-stop assessment shop originally envisaged in the National Service Framework for Older People' (NSF). Contact Details: Tel: | Fax: E–mail: | Web links: http://www.communitycare.co.uk | Target group: SSD | Type / Format: article Availability / Price: | ISBN/ISSN: 03075508 Notes: The clinician's perspective on electronic health records and how they can affect patient care [author: Stephen H Walsh] Article in: British Medical Journal, May 2004, Vol 328, pp 1184-7 Many attempts to get clinicians to use electronic health records have failed, often because of difficulties with data entry. This article examines lessons learned from previous attempts to get clinicians to use computers in health care, discusses how clinicians actually work, makes recommendations on designing or selecting clinical computer systems and explores how the use of electronic health records might affect patient care. View full text of article | Download article in pdf format Contact Details: Stephen H Walsh Birmingham Heartlands and Solihull NHS Trust, Solihull Hospital, Solihull B91 2JL Tel: | Fax: E–mail: | Web links: | Target group: | Type / Format: article Availability / Price: Available as a downloadable document from BMJ website. | ISBN/ISSN: Notes: United front [joint working and implications for IT systems] [author: Steve Mathieson] An article in the Health Service Journal supplement "HSJ Intelligence" within the 3 November 2005 issue, pp4-7. The key point made in this article highlights that joint working in IT between health and social services and local authorities remains difficult, with technical and organisational barriers. A number of localities have tried information-sharing, but so far they are only able to deal with very basic data. Two Cambridgeshire pilots of deeper integration had mixed results. Additionally, persuading the public to allow their information to be shared presents another hurdle to trusts and local authorities. Contact Details: Tel: | Fax: E–mail: | Web links: http://www.goodmanagement-hsj.co.uk/jointworking | Target group: SHAs | Type / Format: article Availability / Price: | ISBN/ISSN: 09522271 Notes: Accenture; NHS National Programme for Informaton Technology (NPfIT) SAP South Tyneside (CRS P1R1): lessons learned report NHS North East and East Cluster [authors: Jacqui Straughan and Joke Verheyden] (7 April 2005) This document (14pp) aims to provide initial feedback on lessons learned for the South Tyneside SAP Project. Although the project is not complete and is subject to some further delay, it is expected that the experience and recommendations to date will be valuable to other National Programme for IT (NPfIT) projects. The document looks at the various work streams involved in the project, activities, and joint working with Accenture, Northumberland, Tyne and Wear Strategic Health Authority (NTWSHA), and the North East Cluster. The document was produced to review an early adopter project within NPfIT, and must be reviewed in the context of this SAP project being one of the first prospective implementations within a large, complex, long-term programme. View report Contact Details: Naomi Key, SAP Training and Business Change, South Tyneside Social Care and Health, Clarendon, Windmill Way, Viking Business Park. Hebburn, Tyne and Wear NE31 1AT. Tel: 0191 283 1324 0774 7475912 (mobile) | Fax: E–mail: Naomi.Key@stpct.nhs.uk | Web links: | Target group: SAP leads/ IT | Type / Format: document Availability / Price: | ISBN/ISSN: Notes: Jacqui Straughan was formerly Single Assessment Development Officer, South Tyneside British Medical Association; NHS Connecting for Health Joint guidance on protecting electronic patient information (April 2008) This joint guidance (4pp) is intended to signpost key guidance concerning responsibilities for protecting patient information. Personal, organisational, NHS Connecting for Health and NHS responsibilities are outlined, with links to relevant website for full documentation for codes of practice and guidelines. Contact Details: Tel: | Fax: E–mail: | Web links: http://www.bma.org.uk/ap.nsf/Content/protectinginfo | Target group: NHS staff | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Care Record Development Board Introduction to the Care Record Guarantee for NHS staff [author: Care Record Development Board] (July 2006) This is a 4 page introductory document to the revised Care Record Guarantee first published in 2005, and which was to be regularly reviewed following feedback to the Care Record Development Board. Rights and responsibilities of patients and NHS staff are highlighted. View introduction. Contact Details: Harry Cayton, Chair, Department of Health, 79 Whitehall, London SW1A 2NS Tel: | Fax: E–mail: crdb@cfh.nhs.uk | Web links: http://www.connectingforhealth.nhs.uk/crdb | Target group: HAs | Type / Format: policy Availability / Price: download or hard copies available upon request | ISBN/ISSN: Notes: The National Information Governance Board for Health and Social Care has taken over the functions of the Care Record Development Board (CRDB) which closed at the end of September 2007 Chair is Harry Cayton. Website: http://www.connectingforhealth.nhs.uk/nigb Care Record Development Board The Care Record Guarantee Our guarantee for NHS care records in England [author: Care Record Development Board] (July 2006) The Care Record Guarantee (12 pp) sets out the commitment of the NHS in its use of patient information as the health service in England moves towards a national electronic records system - the NHS Care Records Service. Patients have the right to confidentiality under the Data Protection Act 1998, the Human Rights Act 1998 and the common law duty of confidence (the Disability discrimination and the Race Relations Acts may also apply);; and to ask for a copy of all records about themselves (a fee may be payable). There is a brief description about the NHS Care Records Service and its progress to date. Rights of patients are given in 12 stated commitments and the responsibilities of the patients are contained in 6 stated principles. Plans for the future of the NHS Care Records Service are outlined. There is a 4-page introductory document to the revised Care Record Guarantee which was first published in 2005, and which is to be regularly reviewed following feedback to the Care Record Development Board. The rights and responsibilities are highlighted. More information about rights under the Data Protection Act can be obtained from The Office of the Information Commissioner, see website link. View guarantee. Contact Details: Harry Cayton, Chair, Department of Health, 79 Whitehall, London SW1A 2NS Tel: | Fax: E–mail: crdb@cfh.nhs.uk | Web links: http://www.connectingforhealth.nhs.uk/crdb | http://www.informationcomissioner.gov.uk Target group: HAs | Type / Format: policy Availability / Price: download or hard copies available upon request | ISBN/ISSN: Notes: The National Information Governance Board for Health and Social Care has taken over the functions of the Care Record Development Board (CRDB) which closed at the end of September 2007 Chair is Harry Cayton. Website: http://www.connectingforhealth.nhs.uk/nigb Department of Health The NHS in England: the operating framework for 2007/08 guidance on preparation of local IM&T [information management and technology] plans (22 December 2006) The NHS operating framework for 2007/08 (Annex 1) identified the need for sustained focus on information management and technology (IM&T) in the NHS to deliver better care. From 2007/08 onwards, IM&T investment and exploitation will form part of mainstream NHS planning in support of health and service priorities and reform. This document (14 pp) provides supplementary guidance to all NHS Chief Executives, provides supplementary guidance to the NHS on the development of local IM&T plans in support of health and service priorities and reform. With the shift to a self-improving system, the accent is on local ownership and leadership for the local IM&T agenda, which also needs a set of national expectations and exploits the National Programme for IT (NPfIT). The content has implications for implementing e-SAP and the Current Assessment Framework (CAF), even if neither are mentioned. Contact Details: Richard Jeavons, Director of IT Service Implementation, Department of Health, Richmond House, 79 Whitehall, London SW1A 2NS. Tel: | Fax: E–mail: | Web links: http://www.worcestershirehealth.nhs.uk/EXTRANET_Library/npfit_prog_board/agendas/2006_7/10_JAN/wictp_a_070112_04.pdf | Target group: NHS Chief Executives | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: IT Perspectives Ltd, Information governance guide This website, managed by IT Perspectives Ltd, builds on work carried out for the North West E-Government Group (NWEGG) that attempted to understand the issues of Information Governance in the context of the SAP. In addition, it provides a valuable resource for those involved in implementing Information Governance in any domain, including Information Sharing and Assessment of children at risk. The website outlines and provides links where appropriate to laws, standards and guidance which are relevant to the topic of Information Governance and information sharing in social services. Contact Details: Heather Heathfield, IT Perspectives Ltd,., Secta Ltd., Parkway House, Palatine Road, Northenden, Manchester M22 4DB. Tel: 0161 902 1100 | Fax: 0161 902 1111 E–mail: info@it-p.co.uk | heather.heathfield@it-p.net Web links: http://www.it-p.net/NWEGG/igov/default.html | http://www.it-p.net Target group: IT; SAP Leads | Type / Format: strategy Availability / Price: | ISBN/ISSN: Notes: The North West E-Goverment Group NWEGG can be contacted c/o Knowsley Metropolitan Borough Council, Computer Centre, Civic Way, Huyton L36 9GD. tel 0151 443 3384; fax 0151 443 3814; e-mail admin@nwegg.org.uk IT Perspectives Ltd, NWEGG Single Assessment Programme review of approaches to information governance for SAP in the North West; Version 1.0 [author: Heather Heathfield] (5 April 2004) The North West e-Government Group (NWEGG) is a partnership covering all local authorities and many other public sector agencies in the North West region. NWEGG is supporting collaborative projects that will help the 46 councils in the North West make progress on e-government. NWEGG has identified single assessment of older people as an important area of common interest within the theme of crossing organisational boundaries. This report (59 pp - Web Link 1) produced by IT Perspectives describes SAP and discusses implementation issues faced by pilot sites. It introduces the concept of information governance, and outlines the national picture, highlighting some of the general and SAP specific protocols that are available. The report reviews approaches to information governance taken by SAP projects in the North West, and gives summaries of SAP project pilot sites in: Bolton; Cheshire; Formby and Sefton; Rochdale; Salford; St Helens and Knowsley; Stockport; Trafford; West Lancashire; and Wirral. Other pilots are: Cheshire and Merseyside SHA Information Governance Project; and North Mersey Information Governance. View document. Contact Details: Heather Heathfield, IT Perspectives Ltd,, Secta Ltd., Parkway House, Palatine Road, Northenden, Manchester M22 4DB. Tel: 0161 902 1100 | Fax: 0161 902 1111 E–mail: info@it-p.co.uk | heather.heathfield@it-p.net Web links: http://www.nwegg.org.uk/CDStore/documents/SAP-IG-SitesReport-V1.0FINAL.pdf | http://www.it-p.net Target group: IT; SAP Leads | Type / Format: strategy Availability / Price: The item is posted on the NWEGG website (Web Link 1). | ISBN/ISSN: Notes: The North West E-Government Group NWEGG can be contacted c/o Knowsley Metropolitan Borough Council, Computer Centre, Civic Way, Huyton L36 9GD. tel 0151 443 3384; fax 0151 443 3814; e-mail admin@nwegg.org.uk Lancashire County Council Integrated Teams for Services for Older People Single Assessment and shared access to services in East Lancashire using single electronic record [author: Tom Daniels] [September 2004] In September 2004, a Strategic Partnership Agreement was formally signed by Burnley, Pendle and Rossendale PCT, Hyndburn and Ribble Valley PCT and Lancashire Social Services Directorate to work towards developing an Integrated Older People's Service between the three agencies. This briefing (2pp) by Tom Daniels, a senior manager in Lancashire Social Services, identifies six key work streams necessary for the first stages of integration. Two locations have been identified for a pilot scheme around the Single Assessment Process (SAP) and shared access to services: Burnley Wood in the Burnley, Pendle and Rossendale PCT area, and Clitheroe in the Hyndburn and Ribble Valley PCT area. The project's key elements and its benefits to patients, service users, and the organisations covered are outlined. View document. Contact Details: Alex Sunderland, SAP Project Manager and Policy Officer for Older People, PO Box 162, East Cliff County Offices, Preston, Lancs, PR1 3EA Tel: 01772 534449 (direct) 01772 254868 (switch) | Fax: E–mail: alexander.sunderland@ssd.lancscc.gov.uk | Web links: | Target group: LA/HA | Type / Format: briefing Availability / Price: | ISBN/ISSN: - Notes: London Borough of Greenwich Single Assessment Process for older people in Greenwich: Newsletter January 2004 [author: Maggie Rastall] 2 pp newsletter, briefing and updating staff across Greenwich - in Social Services, the PCT,Queen Elizabeth Hospital, Oxleas NHS Trust (mental health), and housing - on SAP, progress in deciding on the assessment tool (FACE being evaluated), and interim arrangements on written versus IT systems. View newsletter Contact Details: Maggie Rastall, SAP Lead, Adult Services, London Borough of Greenwich, Town Hall, Wellington Street, Woolwich, London SE18 6PW. Tel: +44 (0)20 8921 2363 (Pauline Memory, MR office) 07931 595671 (MR mobile) | Fax: E–mail: maggie.rastall@greenwich.gov.uk | Web links: | Target group: All staff | Type / Format: publicity materials Availability / Price: | ISBN/ISSN: Notes: NEYNL SAP Network Experiences from SAP implementation in South Tyneside NEYNL SAP Network meeting, 28 July 2005 [author: Jacqui Straughan] (28 July 2005) South Tyneside's SAP system went live on 28 February 2005, and this 10 slide Powerpoint presentation gives reasons for implementing SAP as an early adopter. It outlines the lessons learned, given slow take-up in some teams and the delays in going live. Recommendations to new SAP deployments are made. Nonetheless, benefits have been achieved around the sharing of information and the client becoming the focal point of the assessment. Plans for further SAP rollout during 2005 and and 2006 are outlined. View presentation Contact Details: Naomi Key, SAP Training and Business Change, South Tyneside Social Care and Heatlth, Clarendon, Windmill Way, Viking Business Park. Hebburn, Tyne and Wear NE31 1AT Tel: 0191 283 1324 0774 7475912 (mobile) | Fax: E–mail: Naomi.Key@stpct.nhs.uk | Web links: | Target group: SAP Leads | Type / Format: powerpoint Availability / Price: | ISBN/ISSN: Notes: Jacqui Straughan was formerly Single Assessment Development Officer, South Tyneside NHS Care Record Development Board (CRDB) Your Care, Your Record : Care Record Development Board 2006 Conference See the technology of the National Programme for IT in the NHS in action at this one day conference to be held on 23 November 2006 in Islington, London. See website for further details. Contact Details: Tel: | Fax: E–mail: crdb@cfh.nhs.uk | Web links: http://etdevents.connectingforhealth.nhs.uk | Target group: HAs | Type / Format: conference Availability / Price: | ISBN/ISSN: Notes: NHS Connecting for Health Information governance statement of compliance v6.0 (2008) The 'Information governance statement of compliance' (IGSOC) is the agreement between NHS Connecting for Health (NHS CFH) and approved service recipients (ASRs) that set out the terms and conditions for use of NHS CFH services. The 10pp document sets out the compliance rules on information governance. Contact Details: Tel: | Fax: E–mail: | Web links: http://www,igt.connectingforhealth.nhs.uk | Target group: IT, SAP Leads | Type / Format: document Availability / Price: | ISBN/ISSN: Notes: NHS Connecting for Health Information governance toolkit (constantly updated) The first version of the Information Governance Toolkit (IGT) was produced jointly by the Department of Health (DH) and the NHS Information Authority in 2004. Following the closure of the NHS Information Authority, responsibility for the toolkit passed to the Digital Information Policy Team at NHS Connecting for Health. The version of the Toolkit accessed in October 2008 represents Department of Health policy as of 30th May 2007. Initially, the user is directed to Getting Started material (three options: GOS, commercial third parties, or all other users). This is based on the frequently asked questions (FAQs) about the Toolkit. Contact Details: NHS Connecting for Health Helpdesk Tel: 01392 251289 | Fax: E–mail: exeter.helpdesk@nhs.net | Web links: https://www.igt.connectingforhealth.nhs.uk/ | Target group: IT; SAP Leads | Type / Format: toolkit Availability / Price: | ISBN/ISSN: Notes: NHS Connecting for Health (formerly NPfIT) A national framework for implementing electronic SAP project update; and Summary of the recommendations [author: Jan Hoogewerf] (August 2006) The e-SAP project was initiated by NHS Connecting for Health (formerly NPfIT) in response to recommendations made by the National SAP Action Team to the National Programme Board. The project update (1 p) is a briefing paper. It provides an update on the National Framework for Implementing Electronic SAP: the outcome of Stage 1 (which assessed options and made recommendations on an information systems architecture for electronic SAP); and plans for Stage 2, the work programme and business case. The summary of recommendations (document , 4 pp) includes the results of consultations on requirements for, and implementation of, e-SAP, the key elements being: a person centred assessment, care planning and review process; the Single Assessment Process integrated with electronic care records; seamless access to SAP assessments and care plans, wherever they have been carried out; support for workflow and communications across organisational and cluster boundaries; and information sharing subject to consent and in line with the NHS Care Records Guarantee. A business case will still be needed; the survey identified potential benefits of e-SAP, e.g., improved quality of care, improving the referral process, and reducing unscheduled admissions. Survey responses also identified gaps between these requirements and current e-SAP implementations, for example, lack of integration between SAP and other systems, and lack of standards. Recommendations are made on an information sharing model and deployment options, based on results from the consultation. A powerpoint version (15 slides) of the summary of recommendations comprises: project outline; consultation process; e-SAP requirements; e-SAP principles; potential e-SAP benefits; current situation; information sharing model; information governance and exchange standards; deployment of e-SAP solution; national services to support local implementation; concluding with potential phasing and next steps (by October 2006). View presentation. | View update (doc). | View recommendations. Contact Details: Jan Hoogewerf Tel: | Fax: E–mail: jan.hoogewerf@porticoconsulting.co.uk | Web links: http://www.connectingforhealth.nhs.uk/crdb/sap | http://www.cpa.org.uk/e-sap Target group: IT | Type / Format: document; powerpoint Availability / Price: | ISBN/ISSN: Notes: NHS National Programme for Information Technology (NPfIT) E-SAP options definition and initial assessment (draft 0.3) [author: Jan Hoogewerf] (30 March 2006) The first stage of the NHS Connecting for Health project to develop a framework for implementing the Single Assessment Process (SAP) electronic form is to develop and assess options for its implementation. This report summarises the objectives of the eSAP architecture, and provides a set of criteria for assessing how best to achieve these objectives. It defines and provides an initial assessment of the options for delivering these objectives, which are categorised as follows: scope of SAP functionality; scope of coverage, i.e. geography and user base; IM&T options, both applications and information sharing; service delivery options, such as approach to procurement, funding, etc; and service implementation options such as timing, phasing, etc. The report sets out proposals for the way in which the viable options will be evaluated. View document. Contact Details: Jan Hoogewerf Tel: | Fax: E–mail: jan.hoogewerf@porticoconsulting.co.uk | Web links: http://www.connectingforhealth.nhs.uk/ | Target group: IT | Type / Format: document Availability / Price: | ISBN/ISSN: Notes: North Lincolnshire Primary Care Trust Single Assessment Process North Lincolnshire This is a joint website for North LIncolnshre PCT, North LIncolnshire and Goole Hospitals NHS Trust, and North Lincolnshire Council.. It comprises: News and events (including a quarterly newsletter starting February 2005; also a link to a news story in a local paper marking 1000 SAP assessments); Documents (minutes of meetings etc); Electronic application (documentation to do with Accenture); Learning and development (powerpoint presentations); Meet and contact the team; Useful links. Contact Details: Larry Hollando, Assistant Director, Older People and Physical Disability Tel: +44 (0)1652 601100 | Fax: E–mail: Larry.Hollando@nlpct.nhs.uk | Web links: http://www.nlpct.nhs.uk/sap/index.asp | Target group: All Staff | Type / Format: website Availability / Price: | ISBN/ISSN: Notes: North West Electronic Government Group (NWEGG) IM&T baseline review of single assessment final version 1.0 [author: Portico Consulting] (4 July 2003) This is one of several items relating to the single assessment process (SAP) on the North West Electronic Government Group (NWEGG) website. NWEGG commissioned this report of the findings of a baseline review of IM&T(information management and technology) support for single assessment of older people across the three strategic health authorities in the North West (Merseyside & Cheshire, Greater Manchester, and Lancashire & Cumbria). The project was prompted by the April 2004 deadline set for the National Service Framework for Older People (NSF) for implementing single assessment. The review was carried out between March and May 2003 using structured telephone interviews (Appendix B) with more than 60 SAP and IM&T leads and the SHA workshops. The report identifies IM&T requirements for SAP; assesses the situation against these requirements; and recommends actions to making progress The mid-2003 situation across the North West for implementing SAP is summarised under the following headings: organisation and development; applications; infrastructure; information governance; and person and service referencing. The report also notes pilots elsewhere: discussions were held with Newcastle, Cambridge, North & North East Lincolnshire, and Kingston. View document Contact Details: Tel: | Fax: E–mail: admin@nwegg.org.uk | Web links: http://www.nwegg.org.uk/ | Target group: IT and SAP Leads | Type / Format: strategy Availability / Price: Web link 1 | ISBN/ISSN: Notes: North Yorkshire County Council SAP newsletter - (North Yorkshire) (author: Becky Nightingale) (June 2006) Newsletter June 2006 (download) includes updates on electronic SAP (e-SAP),, person held records, and systems and processes. Also, refers to the Senior Management Conference, "The future of Single Assessment Process in North Yorkshire and the wider Strategic Health Authority area"; held on 12 June 2006 at Thirsk Racecource, which is described in a separate entry. An article on lessons learnt from CHARD refers to implementation of NPfIT in Skipton and Ripon, in Craven, Harrogate and Rural District PCT. Previous and later newsletters at weblink. View newsletter. Contact Details: Becky Allright, SAP Project Co-ordinator, North Yorkshire County Council, Finkle Street, Thirsk, North Yorkshire YO7 1DA. Tel: 01609 536912 07976 908812 (mobile) | Fax: E–mail: becky.allright@northyorks.gov.uk | Web links: http://www.northyorks.gov.uk/sap | Target group: All staff | Type / Format: briefing Availability / Price: | ISBN/ISSN: Notes: Becky Allright (change of name from Becky Nightingale). North Yorkshire County Council; Liquidlogic The future of Single Assessment Process in North Yorkshire and the wider Strategic Health Authority area Senior Managers Conference held at Thirsk Racecourse, 12 June 2006 (12 June 2006) Liquidlogic and Clarity Gazebo (manufacturer of manila filing and printed products such as health record; files); jointly sponsored this conference / shared learning event. Powerpoint presentations are available on the Liquidlogic website. Introduction (9 slides) by Neil Revely (Assistant Director, Community Care Services, North Yorkshire) looks at the strategic significance of single assessment and how SAP is being implemented in York and North Yorkshire Achieving transformational change through integrated service improvement (17 slides). Danielle Procter, Stakeholder Workstream Lead, NHS Integrated Service Improvement Programme explains ISIP's role in supporting integration of health and social care at national and local levels. The Single Assessment Process (SAP) is moving towards a Common Assessment Framework. Also touched on are some lessons learnt about introducing the care records service. A choice of three workshop sessions was offered: 1. Person held records (28 slides) Slides 1-9: Tracy Seymour and Ian Watson (of Clarity Gazebo) look at the person held record (PHR) from the service user's point of view, also reasons for having PHRs. Slides 10-17: Experience so far;. Gail McCracken,( Hambleton and Richmondshire PCT ) reports on feedback from service users and carers to a questionnaire, also from staff on issues and benefits of PHRs. Slides 18-22: Issues for North Yorkshire Supporting People; Gill Warner (Strategy and Policy Manager, North Yorkshire Supporting People) notes major changes taking place in sheltered housing; considers issues such as housing related support, and interlinked agendas (e.g. telecare). Slides 23-28: Implementation of housing support workers at Broadacres Housing Association; Jane Bennison (Service Manager, Older People, Braodacres HA). This housing association has 1,600 sheltered housing properties in Hambleton area and has worked closely with North Yorkshire. 2. NPfIT and SAP (26 slides): Representatives from North and East Yorkshire and North Lincolnshire SHA (NEYNL SHA) on how the SHA has helped implement SAP. Slides 1-7: Delivering NPfIT for a modern efficient NHS; Jo Bland, NPfIT Communications Lead Siles 8-12: SAP and NPfIT in North and East Yorkshire and Northern Lincolnshire; Mary Riches, NPfIT SAP Planning Lead. Past, present and future in implementing SAP. Slides 13- 20::Benefits management; Jane Doris, NPfIT Clinical Support Specialist, Slides 21-28: Information governance;Richard Sewart, Information Governance Lead. Legal and ethical uses of information; information quality; availability and security of information; and issues of confidentiality and consent. 3. EASY-Care 2006 (13 slides): Frances Fairclough (Centre for Healthy Ageing, University of Sheffield). EASY-Care developed originally as a WHO project. Her presentation refers to: the depression screening question; comments on the White Paper, "Our health, our care, our say" (e.g. Common Assessment Framework), and on self-assessment, personal details, carers information, supplementary information, and personal care plan. Demonstration of Single Assessment Process (SAP) resource; Nat Lievesley, IT Manager, Centre for Policy on Ageing (CPA). Presentation (32 slides) includes examples of pages or entry points to the resource, including the discussion forum, Do Once and Share (DOaS), and e-SAP implementation project. Contact Details: Becky Allright, SAP Project Co-ordinator, North Yorkshire County Council, Finkle Street, Thirsk, North Yorkshire YO7 1DA. Tel: 01609 536912 07976 908812 (Mobile) | Fax: E–mail: becky.allright@northyorks.gov.uk | Web links: http://www.liquidlogic.co.uk | Target group: SAP managers | Type / Format: powerpoint Availability / Price: | ISBN/ISSN: Notes: Liquidlogic contact: Louise Sinclair, 0113 232 0100; e-mail: enquiries@liquidlogic.co.uk Becky Allright (change of name from Becky Nightingale). North Yorkshire County Council Social Services; City of York Council; North Yorkshire PCTs Multi-agency working / Single Assessment Process Manual [authors: North Yorkshire County Council Social Services, City of York Council, North Yorkshire PCTs This document (25pp) introduces single assessment. the process of carrying out a multi-agency assessment using an electronic assessment tool for sharing information or sharing information through a person held record, and how care co-ordination responsibilities should be set up between different agencies. Becky Nightingale refers to Section 2, How to ask for consent to share information across agencies, in a Discussion forum contribution on Evaluation of SAP from a user perspective (21 December 2005). Some of this material is on the North Yorkshire County Council Single Assessment Process website, which includes not only documents and newsletters for professionals, but also leaflets for users and weblinks to local agencies and national organisations involved with SAP. View manual. Contact Details: Becky Allright, SAP Project Co-ordinator, North Yorkshire Ciounty Council, Finkle Street, Thirsk, North Yorkshire YO7 1DA. Tel: +44 (0)1609 536912 Mobile: 07976 908812 | Fax: E–mail: becky.allright@northyorks.gov.uk | Web links: http://www.northyorks.gov.uk/sap | Target group: | Type / Format: guidance; website Availability / Price: | ISBN/ISSN: Notes: Becky Allright (change of name from Becky Nightingale). Northumberland, Tyne and Wear Strategic Health Authority SAP lessons learnt: a report detailing the experiences and lessons learnt in implementing the Single Assessment Process .... informed by the North East Cluster lessons learnt event 18th November 2005 [author: Rob Langstaff] (21 February 2006) The first four implementations of the NPfIT SAP solution have taken place in Northumberland, Tyne and Wear, where the Strategic Health Authority (SHA) has given priority to SAP implementation. This report (63 pp) has been compiled by the Education, Training and Development Strategy Manager, Northumberland, Tyne and Wear Strategic Health Authority. The information comes from an event at which health and social care professionals from sites within the North East Cluster met to share their experiences of implementing SAP. The report reflects the topics covered and includes embedded links to the powerpoint presentations made: Project governance - Paul Gibson (Sunderland Teaching PCT) and Phil Hounsell (Sunderland Social Services); Connecting the users - Ian Mankin (South Tyneside Social Services) and Jane Keenan (County Durham and Tees Valley SHA); Information sharing - Graham Farrow (South Tyneside PCT); Achieving the benefits of SAP - Penny Gray (formerly Gateshead PCT) and Mark Adams (Northumberland, Tyne and Wear SHA); Training and user support - Sue Martin (City Hospitals Sunderland), Robin Welsh (Sunderland Social Services) and Rob Longstaff (Northumberland, Tyne and Wear SHA); Mobile working; - Karen Banks and Pauline Hobson (Sunderland Teaching PCT); Supporting the future environment - Sally Soady (Sheffield Health Informatics Service). Appendix 1 summarises the recommendations; Appendix 2 is an evaluation analysis of the event. View report. Contact Details: Robin Welsh, SAP Training Officer, Sunderland Social Services Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: Health and social care professionals; IT staff | Type / Format: case study; powerpoint Availability / Price: | ISBN/ISSN: Notes: Portico Consulting Ltd London SAP IT Co-ordination Group (RH) Review of IT readiness for Single Assessment: Final Version 3 (12 November 2003) The Pan-London SAP/IT Co-ordination Group was established to take an overview of implementation of the IT elements of the Single Assessment Process (SAP) in London across health and social care. The Group commissioned Portico Consulting to assess the state of IT readiness to support SAP, and to make recommendations for London SHA Chief Executives and GLADSS (Greater London Association of Directors of Social Services). This report sets out the overall IT framework, and is based on analysis of survey responses, workshops held in each of the five London sections, and discussions with relevant national and pan-London work programmes, including the London ACRS Implementation Team. It considers: organisational requirements; applications; infrastructure; information governance; technical support, and education, development and training. Appendices include coverage of: local SAP information systems options; migration paths to integrated care records; and cost models for SAP IT support. The printed document (47 pp) does not include the further attachments within the appendices. Contact Details: Jan Hoogewerf, Portico Consulting Ltd, Stadium House, 73 Walton Road, Woking, Surrey GU21 5DW, Tel: 01483 776601 | Fax: 01483 755900 E–mail: Jan.Hoogewerf@PorticoConsutling.co.uk | Enquiries@PorticoConsulting.co.uk Web links: http://www.porticoconsulting.co.uk | Target group: SAP Leads/SAP IT/SHA Chief Executives | Type / Format: document Availability / Price: | ISBN/ISSN: Notes: Rhondda Cynon Taf County Borough Council Rhondda Cynon Taf and Merthyr Geographic Area Unified Assessment Newsletters December 2003, March 2004 and August 2005 These newsletters (December 2003, Web link 1; March 2004, Web link 2, August 2005 web link 3) are produced by a partnership of North Glamorgan and Pontypridd & Rhondda Trusts, Age Concern, Pontypridd & Rhondda & Merthyr Tydfil Local Health Boards, Merthyr Tidfil County Borough Council and Rhondda Cynon Taf County Borough Council. Both newsletters list local agency contacts and give a link to the Social Services Inspectorate for Wales' Unified Assessment site, ' Health and social care for adults: creating a unified and fair system for assessing and managing care.' The December 2003 issue outlines what unified assessment (UA) is; activity in the Rhondda Cynon Taf and Merthyr areas; and the piloting of a Contact Assessment form. The March 2004 issue explains mapping - that is, how services are provided across all agencies and their effect on the individual patient or client. It also outlines the Contact Assessment form pilots, set up on SWIFT, the IT system being used by Trusts and local authorities (though not currently in primary care). The August 2005 issue has an information sharing theme, in that it covers: establishment of a Change Request log for noting suggestions and comments on UA; an information sharing protocol has been signed by all agencies in the area; and six local authorities (Caerphilly, Merthyr Tydfil, Monmouthshire, Newport, Rhondda Cynon Taf, and Vale of Glamorgan have formed a consortium to develop an electronic application (SWIFT). View December 2003 newsletter | View March 2004 newsletter | View August 2005 newsletter Contact Details: Peter Moore Rhondda Cynon Taf Community Care Head Office/ Ty Elai, Dinas Isaf East, Williamstown, Tonypandy Tel: 01443 425453 | Fax: E–mail: Peter.R.Moore@rhondda-cynon-taff.gov.uk | Web links: | Target group: All staff | Type / Format: guidance; policy Availability / Price: | ISBN/ISSN: Notes: Ricability, Calling for help a guide to community alarms Ricability October 2003 More than one and a half million older and disabled people in the UK use community alarms. This guide explains how alarms work and the types of organisations that run alarm schemes. The results of tests on 13 different models of alarm are summarised; and a checklist suggests what to look out for when choosing one. Contact details of useful organisations are also given. This guide is also available in large print, Braille, on tape or from Ricability's website. 24 pp Contact Details: Chris Lofthouse, 30 Angel Gate, City Road, London EC1V 2PT. Tel: +44 (0)20 7427 2460 | Fax: E–mail: | Web links: http://www.ricability.org.uk | Target group: individual | Type / Format: book Availability / Price: free of charge | ISBN/ISSN: 0900621621 Notes: Rotherham Metropolitan Borough Council Social Services Single Assessment Process electronic pilot evaluation Rotherham Metropolitan Borough Council, Rotherham Primary Care Trust, Rotherham General Hospital Trust, Doncaster and South Humber Healthcare Trust [authors: Kath Rogers, Karen Smith] (October 2005) The electronic SAP pilot commenced on 12 July 2004, to pilot mobile technology in both community and acute hospital settings. 49 SAP assessments were undertaken over a 12 month period. This evaluation (7 pp) outlines the aims of the pilots and lists the 7 pilot sites. Staff and patients /service users were surveyed to find out their views and experiences of the Single Assessment Process, use of the Easycare document, use of mobile technology and the sharing of information. The results of a staff survey (13 questionnaires completed), indicate that while the principles of SAP are a good idea, the electronic pilot was not successful, because of problems with the mobile technology and the length of time SAP assessments took to complete. Most staff felt that the Easycare document was much easier to complete on paper. 4 questionnaires were completed in face-to-face interviews for the service user/patient survey ; and while these users understood the reasons for SAP and appreciated its value, they felt that mobile working could be improved. The evaluation concludes with findings on the progress achieved, ongoing issues and future developments. View evaluation report Contact Details: Karen Smith, Project Support Officer (NSFG for Older People), Rotherham Metropolitan Borough Council Social Services Crinoline House, Effingham Square, Rotherham S65 1AW. Tel: 01709 382121 Ext: 3934 | Fax: 01709 822325 E–mail: Karen-SServs.Smith@rotherham.gov.uk | Kath.Rogers@rotherham.gov.uk Web links: | Target group: | Type / Format: Availability / Price: | ISBN/ISSN: Notes: Kath Rogers is Project Manager, SAP, Rotherham Metropolitan Borough Council. Sunderland Social Services Attaching documents [to Liquidlogic records] [handout accompanying SAP training session] (2005) This 4pp handout indicates how and where documents can be attached to and retrieved from Liquidlogic records. View handout Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP staff using Liquidlogic | Type / Format: briefing Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Liquid Logic keystroke guidance East Division, West Division, Hospital SW Team, Sensory Team, Specialist SW Team (Palliative Care), COTs, Farmborough Court & Intermediate Care Team [authors: Robin Welsh, Alison Levitt, Phil Hounsell] (29 September 2005) This 44pp item (and related training material) was first publicised by Robin Welsh on the SAP Discussion Forum, as a model for developing local guidance on using Liquidlogic. The guidance outlines keystroke procedures for administration, team managers, duty officers, quality officers, care managers and specialist assessors, also team manager authorisation and review process. The following Critical Path items accompany: OT; East & West & Sensory; Farmborough Court, Intermediate Care Team; Hospital Social Work Team; Specialist Social Work Team. Each algorithm explains the work flow. View | keystrokes document | critical path - OT | critical path - East and West sensory | critical path - Farnborough Court | critical path - hospital social work team | critical path - specialist social work team | Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: Staff using Liquidlogic | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Liquid Logic new functionality roll out [Sunderland Social Services] (August 2005) There are two versions of this documentation on Liquidlogic screen layout and functionality: a 6pp version for administration and business Support; and a longer (21pp) version for care managers and team managers View version 1 | View version 2 Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP staff using Liquidlogic | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Searching using My Contacts guidance Liquidlogic: new functionality [author: Robin Welsh] (21 August 2005) Guidance (7pp) on Liquidlogic's new functionality, on "Searching for a person" and adding them to "My contacts". This enables use of "Reassign" and "Make Referrals" to people in other departments more easily, and replaces a previous "tree arrangement" used by Sunderland Social Services. View document Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP staff using Liquidlogic | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Sunderland Social Services Single Assessment Process Liquid Logic SAP training (2005) Powerpoint for Liquidlogic SAP staff training sessions in Sunderland. The presentation comprises 29 slides illustrating the course objectives for an overall understanding of how to use Liquidlogic for creating and using records for the Single Assessment Process. The aim is that, by the end of the course, attendees will be able to understand: the work and workgroup trays; finding a service user; creating a new person (i.e. a service user record); how to complete a Contact Assessment; how to complete an Overview assessment; SAP needs and SAP risks; finalising the assessment; making referrals; making appointments;; and updating demographics. The training programme includes practice exercises. An associated handout (11pp) for attendees, "SAP trainers guide" outlines the course programme. View presentation | View trainer guide Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP staff using Liquidlogic | Type / Format: powerpoint; briefing Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Sunderland Social Services Single Assessment Process Liquid Logic super users super user training (2005) Powerpoint for Liquidlogic "super user" training sessions in Sunderland. The presentation comprises 13 slides illustrating the course objectives: maps, keystrokes, work processes, page navigation and problem solving. An associated handout (3pp) for attendees, "SAP super users trainers guide" outlines the course programme. View presentation | View trainer guide Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP managers using Liquidlogic | Type / Format: powerpoint; briefing Availability / Price: | ISBN/ISSN: Notes: Sunderland Social Services Team manager / senior manager guidance Liquidlogic: new functionality [author: Robin Welsh] (21 August 2005) This guidance (18pp) showing various Liquidlogic screen layouts is arranged in three sections. Section 1 identifies what a Team Manager or Senior Care Manager needs to do when they are allocating work to a Care Manager on Liquidlogic. Section 2 identifies what a Team Manager or Senior Care Manager needs to do when they are authorising work for a Non-devolved Care Manager. Section 3 is for Team Managers accepting work on Liquidlogic sent directly from Admin or Business Support when it has been referred in by an External Agency. View guidance Contact Details: Robin Welsh, SAP Training Officer, Floor 4, 50 Fawcett St, Sunderland, Tyne & Wear SR1 1RF. Tel: 0191 566 1420 07789942247 | Fax: E–mail: Robin.Welsh@ssd.sunderland.gov.uk | Web links: | Target group: SAP management staff using Liquidlogic | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Wolverhampton City PCT FUSION: Soprano (TM) workflow engine (SWE 2.5); Concerto (TM) medical application portal a systems information and user guide [author: Walsall Primary Care Trust] (7 October 2003) Version 2 (2003-10-07) of training material for the electronic system, FUSION; accompanied by questionnaire - SDFM pathway post pilot evaluation. This user guide supports the introduction of SWE version 2.5, and replaces what was previously known as Soprano Disease Management. The user guide provides an overview of the technology and terminology, to help and support new and current users of the system. The system being used by Wolverhampton is administered by Walsall Primary Care Trust. view user guide | view post pilot evaluation Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877 E–mail: phil.smith@wolvespct.nhs.uk | Web links: http://www.wolverhamptonhealth.nhs.uk | Target group: Health/social services | Type / Format: guidance Availability / Price: | ISBN/ISSN: Notes: Wolverhampton City PCT Improving care with e-technology: ''making IT real'' Evidence in Practice Conference, Walsall Health Partnership [author: Walsall Health Partnership] Based on a powerpoint presentation, on the theme, 'Using LIVE data to improve the patient journey'. This presentation (developed by the Walsall Health Partnership and used in Wolverhampton) explains the framework. Wolverhampton's intention with this and other documentation is to treat SAP as an element of the wider e-health and e-gov agenda. view presentation. Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877 E–mail: phil.smith@wolvespct.nhs.uk | Web links: http://www.wolverhamptonhealth.nhs.uk | Target group: IT; Managers | Type / Format: powerpoint; guidance Availability / Price: | ISBN/ISSN: Notes: Wolverhampton City Primary Care Trust Report on HaSCIE in Wolverhampton The Health and Social Care Partnership Project Sponsors Group (HaSCIE Sponsors) have agreed to work in partnership with the Walsall Health Informatics Agency to implement Walsall's ERDIP product in Wolverhampton. The overall intention is to bring the benefits of the electronic record and workflow management to the population of Woverhampton. This document outlines the issues raised by clinicians and managers such as IT skills and support from ICT. ERDIP - Electronic Record Development and Implementation Programme. view document Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877 E–mail: phil.smith@wolvespct.nhs.uk | Web links: http://www.wolverhamptonhealth.nhs.uk | Target group: Health/social services | Type / Format: strategy Availability / Price: | ISBN/ISSN: Notes: Wolverhampton Health and Social Care IT Project (HaSCIE) Project initiation document, Wolverhampton Health & Social Care IT Project, HaSCIE Release: Draft V 1.0, PRINCE 2 [author: Darren Thomas] (5 June 2003) Project documentation for the Health and Social Care Partnership Project Sponsors Group (HaSCIE Sponsors) in Wolverhampton. Document number: HASCIE 0001. Printout dated 28 January 2004 is based on First issue, 5 June 2003. Phase 1 to be reviewed in February 2004 in preparation for future phases. It is intended that the current Walsall based system, Orion, be used as the basis for this system. The Health and Social Care Partnership Project Sponsors Group (HaSCIE Sponsors) have agreed to work in partnership with the Walsall Health Informatics Agency to implement Walsall's ERDIP product in Wolverhampton. The purpose of this document is to define the project, to form the basis for its management and assessment of overall success. ERDIP - Electronic Record Development and Implementation Programme. view document Contact Details: Phil Smith, Wolverhampton City PCT, Coniston House, West Entrance, Chapel Ash, Wolverhampton, WV3 0XE Tel: +44 (0)1902 575183 | Fax: +44 (0)1902 444877 E–mail: phil.smith@wolvespct.nhs.uk | Web links: http://www.wolverhamptonhealth.nhs.uk | Target group: IT support | Type / Format: strategy Availability / Price: | ISBN/ISSN: Notes: |