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Patient Safety and Clinical Skills

Safety and Improvement in Primary Care

This page contains information and tools on building a safety and improvement culture in primary care, developed or supported by members of the NES Patient Safety Multi-disciplinary Group, including:

 - Three articles on improving safety in primary care
 - A series of Safety Climate resources 
 - A series of Trigger Tool resources

 

Maximising harm reduction in early general practice specialist training (GPST): development of a preliminary checklist (poster, 2011) [PDF]
This poster, by Paul Bowie, John McKay and Moya Kelly, introduces a preliminary checklist for GP Supervisors to assist them in prioritizing and addressing essential safety-critical issues during the early period of specialist training in general practice.

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The evidence for patients suffering preventable harm in well-funded, technologically advanced healthcare settings staffed by highly educated clinical workforces is incontestable. Consequently, making  patient care safer is of international concern and a key priority of the World Health Organization and UK government. However, improving patient safety is a multi-faceted challenge that will require a significant change in thinking and culture throughout the NHS. These three articles highlight the scale and type of safety risks in primary care, while introducing a small selection of concepts and improvement tools that can begin to help build and sustain a strong  patient safety culture:

 

Building a Safety and Improvement Culture in Primary Care (Paul Bowie, Practice Nurse, 5 November 2010) [link - requires Athens log-in]
Being well trained, caring about your job and working hard does not necessarily mean that you will never make mistakes. Complacency over safety in primary care will lead, albeit unintentionally, to patient harm.
 - This article considers the nature of harm, the size of the problem and the human factors that can affect patient safety.

 

Reporting and Learning from Harmful Incidents (Paul Bowie, Practice Nurse, 19 November 2010) [link - requires Athens log-in]
Key to building a safety and improvement culture, and to making patient safety a primary care priority, is reversing the current under-reporting of harmful incidents.
 - This article outlines some simple, audit-based tools which can help to uncover previously undetected harm events.

 

Leadership and Implementing a Safety Culture (Paul Bowie, Practice Nurse, 10th December 2010) [link - requires Athens log-in]
While it takes time to change the culture of an organisation, there are plenty of simple measures that strong leaders can implement to achieve some 'quick wins' as first steps towards advancing patient safety in primary care.
 - This article provides some tips for leaders on implementing a strong safety culture in primary care, including "Points for Practice", and ways to engage patients for improvement.

 

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Safety Climate resources, produced by Carl de Wet for use in the Safety Improvement in Primary Care (SIPC) [link] initiative:

 

An Introduction to Safety Climate - overview (2010) [PDF]
A positive and strong safety culture is essential to improve and assure patient safety. Building a safety culture is therefore strongly promoted as an important activity for all NHS organisations. It is arguably even more desirable for UK primary care as the majority of health care is delivered in this setting. The term 'safety climate' refers to the measurable components of safety culture. 
 
- This document gives an overview of how the concepts of safety culture and safety climate fit together, and explains the purpose  and benefits safety climate measurement.

 

An Introduction to Safety Climate - summary (2010) [PDF]
 - A summary of the above document, with some key information about: safety culture, safety climate, measuring safety climate, SafeQuest, and the benefits of safety climate measurement.

  

Safety Climate Questionnaire (SafeQuest) (2010) [PDF]
Also available at: http://hf.gpsafetyclimate.com/ - Primary Care Teams can use this questionnaire to find where they could improve in areas which have been shown to be important to patient safety. 

 

Safety Climate Report Guidance: Making the most of your safety climate survey report (2010) [PDF]
 - The delivery of the report is one of the important steps in the process to build a strong and positive safety culture - it is not the end point. Further steps include sharing the results with all practice team members, including those that did not participate, and discussing and reflecting on the findings in the report (a practice team meeting is the ideal setting for this). This template has been successfully used by other practice teams to facilitate meetings. It is completely flexible and you may choose to use all, parts of or none of it, depending on your local needs.

 

See also the on-line community for Safety Improvement Primary Care (SIPC) participants [link].

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A trigger tool is a simple checklist containing a selected number of clinical 'triggers' that a reviewer searches for when screening medical records for patients who may have been unintentionally harmed. The trigger tool process facilitates the structured, focused and rapid review of a sample of medical records by primary care clinicians. More information also available at: https://secure.gptriggertool.com/

 

Screening electronic patient records to detect avoidable harm: a trigger tool process for primary care (poster, 2011) [PDF]
This poster, by Carl de Wet, Lyn Halley, Jill Gillies, Neil Houston, Paul Bowie, describes how to apply the trigger tool process - a rapid method of screening electronic patient records to detect patient harm - as a feasible part of routine practice - and promotes the idea that the trigger method will enable the primary care team to refocus their measurement, learning and improvement efforts on one of the most serious issues facing the NHS - minimising the risk to patients of unintentional but avoidable harm.

 

The Primary Care Trigger Tool: Practical Guidance for GP Teams: Reviewing electronic patient records to detect avoidable harm
 - Including key points for reviewers and teams, and a summary of the trigger tool process.

  

Trigger Tool Data Collection Proforma
 - For use in carrying out the review process.

 

Trigger Tool Case Study: Example of a General Practice Medical Record (Mr. Joe Bloggs, D.O.B. 01/01/1935)
 - This fictional medical record is intended to be used as part of the practical training in the use of the trigger tool method. It purposefully imitates an authentic printed summary sheet that the vast majority of practices generate on a daily basis. The correspondence and investigation results that are included have been designed to represent printed copies of documents as they would commonly be used in Scotland's general medical practices.
 - Linked: Trigger Tool Case Study Discussion

 

Trigger Tool Case Study: Example of a General Practice Medical Record (Ms. Annette Curtain, D.O.B. 01/01/1935)
 - This fictional medical record is intended to be used as part of the practical training in the use of the trigger tool method. It purposefully imitates an authentic printed summary sheet that the vast majority of practices generate on a daily basis. The correspondence and investigation results that are included have been designed to represent printed copies of documents as they would commonly be used in Scotland's general medical practices.
- Linked: Trigger Tool Case Study Discussion

  

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Perceptions of Safety Climate in Primary Care: A Cross Sectional Study (poster, 2009) (PDF) 
This poster, by Carl de Wet, Paul Johnston, Alex McConnachie and Paul Bowie, gives an overview of this study, which aimed to:
 - To measure the perceptions of safety climate in primary teams variation between practices
 - To determine whether there is significant variation between practices
 - To determine whether perceptions vary according to specific practice and participant characteristics.