datix cloud iq - innovating patient safety summit 2019 · 2019-10-07 · datix cloud iq the future...

Datix Cloud IQThe Future of Patient Safety

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Datix Cloud IQ enables healthcare organisations to understand adverse events and generate and implement strategies to enhance the delivery of efficient, targeted and effective care.

Datix Cloud IQ applies the Plan – Do – Study – Act process of quality improvement to learning from instances of suboptimal care. It begins with the initial capture of incidents, patient feedback and surveys and then provides a range of techniques focused on delivering insight, understanding problems and devising cost-effective improvement strategies and goes on to help organisations to implement those strategies and measure their effectiveness.

Datix Cloud IQ is a profound shift in focus for a healthcare risk management application, moving beyond the simple capture and review of data on adverse outcomes, towards a managed process of exposing and resolving the issues that lead to those outcomes. As issues are uncovered and improvements are implemented, organisational procedures are updated to embed the changes, connecting policies and guidelines directly to the learning within the system.

Datix Cloud IQ gives organisations a memory of what works and – importantly – why it works. It opens up learning and improvement to the whole organisation, encouraging all staff, at all levels, to share in this journey.

Datix is a global pioneer in patient safety improvement and Datix Cloud IQ is the result of our continued drive for innovation. It is a culmination of continuous customer engagement, academic collaboration and research. Advances in software and cutting-edge data analytics mean we have been able to produce a range of new tools that drive forward our mission to help our customers protect patients from harm by creating opportunities to learn from things that go wrong.

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Strategy Toolkit• Recommendations & Controls• Clinical Audit

Assess Toolkit• Compliance Assessment• Safety Rounds

assessevaluate

strategy

capture

Capture Toolkit• Incidents• Feedback• Claims• Mortality Review• Datix Anywhere

Evaluate Toolkit• Enterprise Risk Manager• Investigations

analytics

Implement Toolkit• Policies & Guidelinesimplement

Insights Quality

capture

This toolkit gathers information that indicates where improvements can be made. It houses the Incidents, Feedback, Claims and Mortality Review modules – anything that can show undesired and unintended

outcomes following delivery of care. Datix Anywhere offers quick and responsive capturing of incident data

from a smartphone app.


• Safety Alerts

Healthcare workers, other staff and even patients and relatives can report incidents on forms designed for each care setting. This cuts down the time spent filling in information and encourages greater levels of reporting, giving a fuller picture of the organisation’s safety. The powerful Datix Common Classification System aligns with common reporting formats globally and reduces reporting errors.

Incidents encourages engagement by delivering timely feedback to reporters and staff can see the resulting improvements in practice with the Policies and Guidelines and Compliance Assessment modules. The intuitive and simple to use Datix Cloud IQ reporting tools produce automated reports and management information tailored to every audience without the need to export data to an external reporting application.

With Incidents, your workforce can focus on improving safety rather than getting tied up with administrative tasks. The simplicity of data entry, the powerful reporting tools and the ability to fully customise forms are some of the reasons why Datix has become an industry standard.

Incidents integrates seamlessly with the other Datix Cloud IQ modules and automatically feeds into Investigations and the Enterprise Risk Manager.

Incidents

The active recording of events and near misses is fundamental to a learning culture. Incidents gives organisations the tools to identify mistakes and unsafe practice, encouraging a culture of safety in which staff feel safe to report concerns and protect patients from harm.

Listening to patients and service users can identify areas where the quality and efficiency of your service could be improved. Feedback gives you the tools to capture this information and put in place plans for continuous improvement.

Encouraging feedback from patients and service users, whether negative or positive, offers the opportunity to learn. It promotes openness and collaboration amongst staff and patients that can contribute to improving culture.

Feedback gives managers full control of the complaints and compliments process, issuing alerts when patients need to be contacted so response times are never missed, improving the experience for patients. Datix Cloud IQ allows responses to be generated, saving time and improving the efficiency of the complaints process. This allows managers to dedicate themselves to giving the best possible answers to patients.

Feedback helps to identify areas of frequent concern and allows you to focus on these to improve services and care for patients and staff. Feedback can be used in training, appraisals, ward rounds and executive rounds to embed improvements and encourage a learning culture.

Feedback integrates seamlessly with the other Datix Cloud IQ modules and automatically feeds into Investigations and the Enterprise Risk Manager.

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Mortality Review allows organisations to capture information on deaths and conduct the review process using a different workflow from incident reporting. The workflow is flexible and can be configured to whichever methodology an organisation is using. Clinicians can review the mortality records, ask screening questions and analyse and learn from any deficiencies in the care of patients.

Mortality Review has been designed as a learning system and helps to ensure that the recommendations from reviews are implemented. Staff can see the resulting improvements in practice with the wider usage of the other Datix Cloud IQ toolkits.

Mortality Review provides assurance to the board that the relevant actions have been taken. It connects to other Datix Cloud IQ modules including Incidents, Feedback and Claims, creating a central database of learning information.

Mortality Review

The retrospective review of deaths is an important method for improving the quality of healthcare. Mortality Review enhances the management of this process by capturing data, simplifying workflows and highlighting learning points.

Incident reporting plays a key role in a culture of learning. Datix Anywhere makes it easier than ever to capture incident data when and wherever it happens.

Datix Anywhere is an easy to use mobile app that enables anyone to capture incident details on a mobile device at the touch of a button. It can help increase the number of incidents reported, support engagement with staff and ensure incidents are investigated as soon as possible. Staff working remotely can capture key incident details as soon as it occurs, rather than having to wait until they are on site to record the incident.

Once a reporter installs Datix Anywhere on their mobile device, they can capture key incident details by typing in details or talking directly into their phone. Datix Anywhere allows pictures to be uploaded and uses sophisticated voice recognition software to turn speech into text, reducing the amount of time reporters spend recording incidents, without the quality of information being impacted.

This revolutionary new application's intelligent design allows for quick entry of data, meaning the reporting of key incident details can be done instantly. Data can be captured on or offline, encouraging active surveillance within a learning culture.

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evaluate

Having captured the information around the event itself, it is necessary to understand that event and uncover the contributory

factors which led to it. What are the factors that must be controlled in order to avoid a repeat occurrence? This toolkit includes the

Investigations and Enterprise Risk Manager modules, each offering a set of tools which direct attention towards identifying those

underlying causes and recommending changes to overcome them.

Claims meets the reporting requirements of risk pooling schemes, insurers and government bodies. It keeps track of the stages of the claim with a workflow feature that can be tailored to your processes. A reminder facility lets managers know when actions are due, meaning deadlines are never missed. All correspondence and other documents can be stored with the claim and easily retrieved. Letters to solicitors and other contacts can be generated automatically, saving time and improving the efficiency of the claims process.

Claims keeps details of insurance policies and calculates your liabilities automatically. The Datix Cloud IQ reporting tools allow you to produce loss runs, summaries and policy analysis quickly and easily.

Insights into the cost of risk can help you keep track of your overall claims management costs. Combining Claims with Incidents, Feedback and Enterprise Risk Manager brings a comprehensive view of risk that can help improve services and protect patients and staff from harm.

Claims

Clinical negligence claims contain a wealth of information that can be used to improve services. Claims provides the tools you need to manage the litigation process for all types of claim, allowing you to deal efficiently with your caseload and track back to any incident or feedback data associated with a claim.


The Investigations module can significantly improve the quality of your own investigations, enabling you to devise recommendations and implement actions to protect patients from harm. Datix Cloud IQ will monitor how well the actions are working, allowing you to implement new actions to achieve the best possible outcomes with the greatest cost effectiveness.

Investigations helps you analyse why an adverse event happened, determining the contributory factors and highlighting where improvements need to be made. Tools for devising recommendations and controls integrate seamlessly with Policies & Guidelines to ensure these are disseminated throughout the organisation and the learning from events is embedded.

A comprehensive range of tools help you understand an event and its contributory factors. The event chronology can be recorded, with process maps offering a powerful visual display of the timeline and tools such as Five Whys and Fishbone diagrams providing intuitive means for investigators to analyse the event.

Investigations has been designed to be as flexible as possible and allows you to use whichever investigation method is most suitable to the event being investigated. The ability to quickly process large volumes of event data while allowing multiple investigations to be viewed at once makes Investigations uniquely powerful, helping to ensure that staff and patients are protected from harm.

Investigations

Robust, high quality investigations are essential to uncover the contributory factors that lead to adverse events.

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strategy

Following the submission of recommendations for improvement, whether from internal evaluation or directives from external bodies, an improvement strategy must be established. Which controls must be put in place to meet the recommendations and, vitally, which of the range of possible controls

will offer the best return on investment? Use these modules to focus limited resources on delivering the most effective results, passing the

strongest controls over for implementation.

Enterprise Risk Manager builds on the best elements of the Datix Risk Register to give a complete picture of risk across your organisation. Risk registers for each department or service can be monitored and aggregated to ensure visibility and oversight of risks at all levels. Enterprise Risk Manager delivers information on the nature of a risk and gives you the tools to devise and provide assurance on control measures to mitigate the risk. Seamless integration with other Datix Cloud IQ toolkits can help you demonstrate the effectiveness of your risk management and mitigation strategies.

Enterprise Risk Manager ensures that the changing nature of risk is continuously monitored and risks can be controlled wherever they exist. The module gives you greater flexibility in risk profiling, allowing you to define an individual risk matrix and determine the course of action a risk will take.

Enterprise Risk Manager gives a consolidated view of risks across the organisation and provides decision support to prioritise and manage risks. This increases transparency by enabling the escalation and de-escalation of a risk through the organisational hierarchy, contributing to a culture of engagement and protecting patients from harm.

Enterprise Risk Manager

Risk registers play a central role in safety and quality improvement. Enterprise Risk Manager gives visibility of risks throughout an organisation and provides tools to monitor, prioritise and mitigate those risks.


Recommendations & Controls is central to the learning process, where organisations can review recommendations and define controls. Controls can apply to multiple risks and investigations to ensure the contributory factors are managed.

Recommendations & Controls provides tools to allow improvement to be driven from inside the organisation by the people who understand the environment best. Recommendations identified through an investigation or review of risk can be broken into separate controls to act on those recommendations.

Criteria by which controls will be scored are updated, ensuring the organisation will continue to evolve and focus improvements where they will have the most value. Recommendations & Controls highlights improvements to be embedded and allows organisations to adapt to future problems.

Recommendations & Controls

Recommendations & Controls defines the improvement strategies from contributory factors that have been identified from investigations and risks.

Clinical Audit helps you manage the audit process and formally assess the value of recommended improvements. Multiple snapshots help assess the quality of care that is being provided and implement the right changes as part of an improvement journey. The structure of Clinical Audit provides a detailed examination of any process or task that needs to be scrutinised.

Every audit will be different and Clinical Audit gives the opportunity to ask open ended questions, seeking numerical measurements or contextual statements. The auditor can learn more about the process or event with the goal of improving a system or process. An audit can also assess the return on investment of a chosen recommendation. Results are presented as a scorecard or as a summary showing a list of graded actions to be transferred to Guidelines & Policies.

The findings from audits can be compared and recommendations checked, with decisions made on how to bring about potential improvement by feeding into the Implement toolkit.

Clinical Audit

Effective audits deliver a snapshot of the healthcare environment at any one time.

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implement

This is the stage at which learning is embedded into the organisation’s memory. Activity management ensures that change is put in place,

controls passed over for implementation are incorporated into procedures and processes are documented within the Policies & Guidelines module. Best practice is reflected at the heart of the organisation’s approach to

delivering care, and the learning underpinning that change is presented along with it. The organisation knows what works and why.

Standardisation of healthcare provision plays an important role in safety and quality improvement. Policies & Guidelines gives access to the most up to date documentation, embedding learning in the organisation’s memory and helping to reduce harm.

Policies & Guidelines has been developed to guarantee that the strategies introduced in the Strategy toolkit are disseminated throughout the organisation. Datix automatically tags identical processes, meaning that multiple guidelines containing the same process can be updated by editing just one record. The audit feature provides viewers with access to the history of policy and guideline evolution, providing a clear understanding of why changes have been implemented.

By identifying contributory factors in events which led to guideline changes, Policies & Guidelines gives an understanding of the reasons behind the changes, increasing acceptance and adoption.

Each policy and guideline consists of specific information to frame the focus of the guideline and a series of controls drawn from a library. Any historic changes are highlighted separately, making information clear and easy to access.

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assess

Once a change has been implemented, the question remains: is it working? A programme of assessment will answer this question and connect the loop of continuous improvement.

Further insight can be passed back to the Strategy toolkit in the form of new recommendations for improvement. The Compliance Assessment module provides a single platform within which

the effectiveness of internal policies can be assessed alongside inspecting standards. The Safety Rounds module ensures success in executive and safety rounds, delivering much-

needed context to enable effective insight.

Compliance Assessment enables organisations to assess themselves against standards and guidelines, such as the CQC, NICE and local policies and guidelines. It indicates gaps in compliance that must be escalated to ensure resolution of issues and highlights where processes need improving.

Compliance Assessment features intuitive navigation tools which combine with access permissions to distribute standards effectively between board, senior management and operational staff. This allows a consistent view of compliance across the entire organisation, with focus on demonstrating improvement in practice. Action plans can be created and assigned to staff, allowing them to provide robust evidence and be more engaged throughout the improvement journey.

The same evidence can be used for multiple standards, avoiding duplication and reducing governance team workload. Documentation all in one place, grants users the ability to instantly access any information, with a design tool tailor reports to meet any presentation requirement.

Compliance Assessment

Measure the success of strategies and organisational compliance against internal, local and national standards.

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The Datix Cloud IQ Safety Rounds module supports ward to board engagement by providing board members, managers and others with key contextual information and focused discussion topics that enhance conversation and underpin more successful rounds. Data held elsewhere in the Datix Cloud IQ platform, such as performance dashboards and policy documentation, can be connected for broader understanding. This background intelligence enables executive and safety leadership to not only ask relevant and contextualised questions, but also to understand the value of the answers received.

A round’s content and schedule are built with ease and, where required, are reviewed and approved for use; defining rounds becomes straightforward and responsive to changing needs.

Conducting the round is equally uncomplicated, with display and response capture enabled on a range of mobile devices and the option to print the round for paper-based completion. An organisation-wide perspective and further insight on round findings are gained with the Datix Cloud IQ reporting and analytics functions, and recommendations for further improvement feed directly into the Strategy toolkit, supporting future improvement strategies.

Safety Rounds establishes a framework within which policies and procedures can be understood, reviewed and assessed, determining what works and what does not; what is succeeding and what is failing in the pursuit of safe, high-quality care.

Safety Rounds

Encourage collaboration and foster engagement by effectively preparing executive and organisation leadership for safety rounds. Provide context that informs discussion and forms a bridge to frontline clinical staff.

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Get in touch Address

Swan Court, 11 Worple RoadLondon, SW19 4JS

Telephone 020 8971 1971

[email protected]

Website www.datix.co.uk

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datix cloud iq - innovating patient safety summit 2019 · 2019-10-07 · datix cloud iq the future...

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