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Research

Processing discharge summaries in general practice: a qualitative interview study with GPs and practice managers

Rachel A Spencer, Sarah Rodgers, Ndeshi Salema, Stephen M Campbell and Anthony J Avery
BJGP Open 2019; 3 (1): bjgpopen18X101625. DOI: https://doi.org/10.3399/bjgpopen18X101625
Rachel A Spencer
1NIHR Career Progression Fellow, Division of Primary Care, School of Medicine, University of Nottingham, , UK
2NIHR Career Progression Fellow, Division of Primary Care, University of Warwick, , UK
3NIHR Career Progression Fellow, NIHR School for Primary Care Research, , UK
BMedSci, MRCGP
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Sarah Rodgers
4Principal Research Fellow, Division of Primary Care, School of Medicine, University of Nottingham, , UK
PhD
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Ndeshi Salema
5Senior Research Fellow, Division of Primary Care, School of Medicine, University of Nottingham, , UK
PhD
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Stephen M Campbell
6Professor, Centre for Primary Care, University of Manchester, , UK
7Director, NIHR Greater Manchester Patient Safety Translational Research Centre, University of Manchester, , UK
8Professor, NIHR School for Primary Care Research, , UK
PhD
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Anthony J Avery
9Dean of the School of Medicine and Professor of Primary Health Care, Division of Primary Care, School of Medicine, University of Nottingham, , UK
10Professor, NIHR School for Primary Care Research, , UK
PhD
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  • For correspondence: Anthony.Avery{at}nottingham.ac.uk
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Article Figures & Data

Tables

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    Box 1. Descriptions of participating general practices
    Practice numberDescription
    1An urban training practice in the East Midlands with an average list size using SystmOne
    2A suburban training practice in the East Midlands with a larger than average list size using SystmOne
    3A rural training practice in an affluent (IMD <10) area of the East Midlands, with a larger than average list size using SystmOne
    4An urban training practice in a socioeconomically deprived (IMD >40) area of the East Midlands with an average list size using Emis Web
    5A suburban practice in a socioeconomically deprived (IMD >40) area of the East Midlands with an average list size using SystmOne
    6An urban training practice in a socioeconomically deprived (IMD >40) area of the West Midlands with a smaller than average list size using Emis Web
    7An urban training practice in the West Midlands with an average list size using SystmOne
    8A suburban practice in the East Midlands with an average list size using SystmOne
    9A suburban training practice in the North West with a smaller than average list size using Emis Web
    10An urban training practice a socioeconomically deprived (IMD >40) area of the North West. ‘Super-surgery’ (list size >20 000) using Emis Web
    • Practice 1 is the working site of GP1 and practice manager 1, practice 2 is the working site of GP2 and PM2, and so on. Where not stated, the practice had average IMD scores. Practices have been anonymised and randomly numbered to protect the identity of interview participants. IMD = index of multiple deprivation.

    • View popup
    Table 1. Participant demographics
    Participant codeAge, yearsSexUK graduate(GP)Graduation dateYears as qualified GPYears in current profession (PM)Date interviewedInterview duration, mins
    GP156MYes198425NA24/05/201754
    GP238FNo20006NA22/11/201642
    GP338MYes20046NA11/01/201739
    GP438FYes20038NA16/11/201639
    GP552MYes198824NA08/12/201662
    GP638MNo20009NA10/05/201753
    GP739FYes20049NA01/03/201733
    GP849FYes199122NA25/01/201729
    GP936FYes20065NA09/03/201748
    GP1060MYes198225NA19/04/201748
    PM161FNANANA2322/6/201636
    APM228FNANANA122/11/201634
    APM359FNANANA2011/01/201738
    PM450FNANANA2516/11/201630
    APM555FNANANA3708/12/201643
    PM667FNANANA1510/05/201754
    PM753MNANANA201/03/201743
    PM861FNANANA925/01/201737
    PM952FNANANA809/03/201739
    APM1045MNANANA2219/04/201735
    • Practice 1 is the working site of GP1 and practice manager 1, practice 2 is the working site of GP2 and PM2, and so on.

    • APM = assistant practice manager. NA = not applicable. PM = practice manager.

    • View popup
    Box 2. Main themes and subthemes (subthemes in brackets are not reported on in this article)
    1. Secondary care factors: ‘ideal’ discharge summary, delegation, (safety of transfer and NHS pressures)
    2. Safety features of discharge summary processing systems: continuity of care, (team-working), protocols and procedures, training, staff numbers, and workflow targets
    3. Medicines reconciliation: communication with patients, (medicine and/or patient related factors), pharmacy intervention, and prescribing roles
    4. Error and harm as a result of faulty processing of discharge summaries: causes of error and/or harm, time and/or workload pressures, communication about error and/or harm, and harm severity and/or preventability
    5. Strategies for safety improvement: administrative, IT and prescribing systems, significant event analyses, (the unplanned admissions scheme), and (direct impacts of the project)
    • View popup
    Box 3. Recommendations for safer processing of discharge summaries
    Discharge summary design
    • Standardised structure

    • ‘GP action' box

    • Alphabetisation of medications listing

    • Highlight changed medication (for example by using standard codes)

    • Do not allow ‘hand annotations’

    Primary care administration team
    • On-the-day workflow system for electronic documents

    • Priority scanning for paper discharge summaries

    • Priority flag discharge summaries within the electronic mailbox

    • Protected time and workspace for administrators involved in processing discharge summaries

    • Aim for usual or referring GP to process the discharge summary unless this will lead to potentially hazardous delay

    Primary care clinical team (or trained administrative personnel)
    • Prioritise higher-risk patients and/or carers to contact for medications reconciliation

    • Consider making free-text entries about clinical decisions taken after reading the discharge summary (this could be recorded at the place where the discharge summary document can be seen in the facing electronic record)

    • Consider using a clinical pharmacist to assist with medicines reconciliation

    • Use IT to track actions; for example, electronic tasks, coded actions, diary functions

    • Protected time and workspace for GPs and other colleagues involved in taking action in relation to requests in discharge summaries

    Wider systems redesign
    • Enable visualisation of discharge summary and electronic health record at same time (split screen or two screens)

    • Consider creating a template or consultation style in the electronic record (where possible, Read coded) to process the discharge summary; for example, data-entry points for diagnosis, significant test results, medication changes, discussions with patients and/or carers, and outstanding actions

    • Interoperability of primary and secondary care IT systems to allow for co-creation of the discharge summary. GPs would be able to comment on medication changes and requests for action prior to the patient being discharged

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Processing discharge summaries in general practice: a qualitative interview study with GPs and practice managers
Rachel A Spencer, Sarah Rodgers, Ndeshi Salema, Stephen M Campbell, Anthony J Avery
BJGP Open 2019; 3 (1): bjgpopen18X101625. DOI: 10.3399/bjgpopen18X101625

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Processing discharge summaries in general practice: a qualitative interview study with GPs and practice managers
Rachel A Spencer, Sarah Rodgers, Ndeshi Salema, Stephen M Campbell, Anthony J Avery
BJGP Open 2019; 3 (1): bjgpopen18X101625. DOI: 10.3399/bjgpopen18X101625
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Keywords

  • patient safety
  • education and standards
  • qualitative research
  • research methods
  • Care of the elderly
  • Patient groups

More in this TOC Section

  • English general practice in a period of change: a mixed-methods study of staff and patient perspectives
  • Strengthening integration of pathways into general practice in Australia: a virtual workshop study with stakeholders
  • Ethnicity and clinical empathy in primary care consultations: a web-based experiment
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