licence.ppt - NHS Connecting for Health

Document Sample
licence.ppt - NHS Connecting for Health Powered By Docstoc
					NHS Pathways Licence to Use
    - What, How & Why

    Andy Rees & Jackie Shears
Myth busting first

• NHS Pathways is not a SYSTEM
• Suite of clinical content
• Drops into existing infrastructure – Adastra/Cleric/Clinical
• Used by multiple different NHS organisation types

How to govern how this happens?
2 Licenses – one for NHS, one for
Systems suppliers

        ISV License to                         NHS
          Embed and                         Pathways                           End User
          Supply by                                                         License to Use

                                    Independent commercial                 NHS Org A
       Supplier A
                                    relationship for supply of
        System                      system with Pathways
                                    embedded                               NHS Org B
       Supplier B
                                                                           NHS Org C
       Supplier C
  Suppliers choose whether to                                         NHS retains freedom of choice
  offer Pathways as part of their          System                     over which system to choose.
  Portfolio.                             Supplier G
                                         Supplier G
                                          Supplier G
                                    Some may choose not to – or
                                    wait until pressure from client
Why License it at all?

• Common clinical assessment
• Not common if no common standards of use:
  - training
  - audit
  - common version
  - common user interface
  - common functionality

        Common clinical assessment requires
           Common license obligations
Purpose of the Licence to Use

• To protect patients
• To protect the asset ‘NHS Pathways’
      • Consistency of use
      • Intellectual Property
      • Maintain Credibility
      • Ownership/ Buy-in
• To set out the ‘Rules of the Partnership’ – all NHS,
  working in best interests of patients
Consistency – Delivering
the Vision
  The License is a key enabler to delivering
  consistency across all areas in -
     • Clinical content (everyone on the same version)
     • Training (common standards & materials)
     • User monitoring (users performance managed to a
       set of minimum standards) – key requirement for
       gaining licence to be used from Ministers
  One license across all organisations
 Setting Standards

• 5 years of data – gold dust evidence of:
   • Minimum training needs
   • User support needed
   • Data needed to maximise system maintenance
   • Sample person specifications
Central Data Bank

Key requirement to be able to centrally collect &
analyse system usage data at an individual call
level from all End User organisations -
   • For identifying system issues and reporting to
     National Clinical Governance Group
   • Supports Commissioners with comparative analysis
     (and gap analysis) across organisations
License supports pseudonymisation of data and
has clear and well defined restrictions on data sharing
License Principles

• The ‘legalese’
   • roles and responsibilities of the parties
   • warranties etc.
   • does not change or evolve

• A series of supporting Schedules covering:
   • System usage, Issue reporting, Updates & Amendments,
     Quality Assurance ... etc
   • Manuals setting out common standards for Training,
     Continuous Quality Improvement and Implementation.
   Schedules can be used standalone as a guide in the
   organisation & will be updated regularly for future learning and
    Licence Structure

•   Main agreement                          45 pages

      •   15 pages of definitions
      •   30 pages which is the Agreement itself

•   Schedules                               250 pages

      •   16 in total
      •   Of which 3 are Manuals taking up 180+ pages
 Summary Obligations

 End User Organisation          NHS Pathways

• Users trained                 • Provide training collateral/
  appropriately                   courses and train the trainers
• Continuous Quality            • Use data to drive
  Improvement                     enhancements
• Upgrading Pathways            • New releases & release
• Maintaining data/records
                                • Maintain a complete audit
• Report issues                   trail
• General T&Cs around           • Fix issues to defined SLAs
  confidentiality, FOIA, etc.
                                • General T&Cs around
Training Obligations

 NHS Pathways
 • Train your trainers – including at least one clinician to be
   Accredited Site Trainers
 • Issuing certificates to end users plus central analysis of
   training effectiveness vs. performance to enable adjustment,
   if required, to training methodology
 End User
 • Accredited Site Trainers train the End User staff
 • Training Manual and the accredited materials provided by
   NHS Pathways
 • Document training courses delivered and assessment
   scores attained by each user to support.
System Use Obligations

 End User
 • Clinical supervision
 • Minimum use

 NHS Pathways
 • Main new releases per year with 6 months notice
 • Training and release notes with each release
 • Ad hoc minor releases to address clinical or
   operational risk
 • Support from Pathways
Data Obligations

End Users
• Pseudonymised data feed from their host system to NHS

NHS Pathways
• Provide data feed specification to host system provider
• Constantly analyse data on sorting & call length provided
  automatically from all host systems to improve system for
  benefit of all End Users
Manuals Provided

 • Training
 • CQI
 • Implementation
Training Manual

 • Description of the training methodology and roles &
 • Details of courses provided and pre-requisites
 • Person specifications for each of the key roles
 • Mapping of courses required against roles
 • Definitions and measures of competency
 • Pathways approach to coaching & supervision
 • Hints & Tips for successful training
CQI Manual

 •   Details of the main Pathways performance measures
 •   Call Audit – How? Who? When? etc.
 •   The 8 key competencies for call handlers & clinicians
 •   Pointers for identifying performance issues
 •   Competency based development strategies
 •   Call Audit Tool documentation
 •   Call Control reflection & rating tool
    Implementation Manual

• Provides detailed guidance on all areas to address
• Consolidates learning to date from pilots
• Identifies change management & service re-design implications
• Initiation & Planning Phase -
   Patient Journey Identification, Workforce Modelling, Training
      Planning, CMS DoS Planning, Communications Strategy
• Development & Implementation Phase –
   Systems Development, Hardware & Software, CMS DoS
      Configuration & Loading, Training Delivery, Data
      Management & Reporting, Resilience Options, Go-Live
• Evaluation –
   Final Certification Training, Post Implementation Review
In Summary

 • License exists to protect patients, users, the NHS and
   the NHS Pathways asset
 • License to Embed & Supply precedes License to Use
 • Common standards ensures consistency of training
   delivery, user support & performance monitoring
   leading to consistent & accurate clinical assessment.
 • Central data collection & analysis underpins this
   consistency and ensures clinical appropriateness
 • Mutual obligations on both parties with regard to
   training, system use, issue management, audit &
   performance management and data

Shared By: