devon partnership nhs trust configuration release 1 25/26 th may 2011 briefing session

Devon PartnershipNHS Trust

Configuration Release 125/26th May 2011

Briefing Session


•CR1 - What will you see?– Changes to the front of the case record

– Changes to the assessment forms– New forms for safeguarding– New links from one assessment form to another

– Overview forms in 12pt Arial (actually visible to the naked eye!)


Key Changes

Assessment forms– No more Core Part 1 and Core Part 2 – just Core

Assessment– The completed by and completed date fields have been

removed from most assessment forms.– A number of forms now have links to other related forms

or areas such as care planning – these links open those forms in a new window.

– The 3 Referral Related forms that made up Core Part 1 have now been merged into one form called Presenting Situation and Referral Outcome Decision. The presenting situation is a single text box as is the Current Interventions including medication.

– Previous versions of the forms will either be available in the index or in the case of Current Interventions including Medication and Referral Outcome Decision they are in the (new) archived forms section.

– MCA and Information Sharing & Consent forms are now in a separate section from the rest of the Core Assessment


Impact – Assessment Forms

• Mostly good!– quicker to navigate, fewer boxes to enter information in, Risk

Assessment pulls through text from the previous version when you create new (can be edited)

• Potential concerns:– where forms have changed (Personal & Social Information form

becomes Personal & Family History etc) if you create new, only some of the previous information will be pulled through to the new form. The previous version can be accessed and edited (including copy & paste to the new) so the existing form can continue to be added to during the existing episode of care.

– Where there are fewer text boxes, a wide range of information can go into one box and this means there is more potential to overlook an aspect of assessment or for it to be harder to find in the form particularly after a few additions.

– Links to ‘Current Medication’ go to the prescribing part of RiO which is not currently in use

– Preferred name used to be added to the Additional Personal Information form in order to go onto the front of the case record. It will now come from the demographics screen and the preferred name box has been deleted from the Additional Information form. It is not clear whether this will remove the preferred name from the case record. If it does, it will need to be manually added in the Client Names bit of the demographics.

Devon PartnershipNHS TrustPersonal & Social information/

Personal & Family History

Boxes Pre CR1 Boxes Post CR1

Family History - pulls through to Family History

Brief details of disclosure - has to be copied to

Brief details of disclosure

Reason Routine enquiry not asked - has to be copied to

Reason Routine enquiry not asked

Personal History - pulls through to Personal History

Education, Work & Leisure - has to be copied to

Relationship & Sexuality - has to be copied to

Language & Communication - has to be copied to

Faith & Culture - has to be copied to

Birth & Developmental History - has to be copied to

Devon PartnershipNHS TrustCare Management

Social History/ Care Management


Accommodation/ Housing - Pulls through to

Accommodation/ Housing

Activities of Daily Living - has to be copied to

Finance - has to be copied to

Additional support required to parent yes/no - Pulls through to

Additional support required to parent yes/no

Additional support required to parent (comment box) - Pulls through to

Additional support required to parent (comment box)

Support Network - Pulls through to Support Network


Mental Health/ Children’s LegislationMental Health Legislation/ Protection of Vulnerable Adults


Mental Health Legislation Current - Pulls through to

Mental Health Legislation

Mental Health Legislation History – has to be copied to

Court/ Statutory Orders & Children’s Legislation - pulls through to

Court /Statutory Orders

Child Protection Plan (Client) Yes/ No Link to Safeguarding Children - Child Client

Child Protection Plan (Carer) Yes/No Link to Safeguarding Children – Adult Client Form 1

Is the child subject of a court order (comments)

Now to be recorded in Safeguarding Children – Adult Client form 2

Is the child subject of a residence order (comments)


Is the child subject of a contact agreement (comments)


Adult Protection Register (Client) Yes/ No

Adult Protection Register (Client) Yes/ No

Dependents issues Dependents issues

Probation – has to be copied to Now in Forensic & Probation History


Other Forms

Physical Health History


Physical Health History - Pulls through to

Physical Health History(no tick boxes either)

Past Operations - Has to be copied to Substance & Alcohol Use


Current - Pulls through to Substance & Alcohol Use

History - Has to be copied to

Contact with services - Has to be copied to

Formulation /Summary


Overview & Summary - Pulls though to

Overview & Summary


• Please note – the Forensic History form becomes the Forensic & Probation History form and NO data from the existing version is pulled through to the new one when you select ‘create new’.

• The existing form will continue to be available when you click on Forensic & Probation History and this can continue to be edited during an existing period of care.

• However, if someone is discharged and comes back to services at a later date, a new form would be created and relevant data from the old form would need to be copied across using copy and paste.


Risk Assessment

• This form now pulls through text from the previous version when you create new – this is editable.

• There is an additional field asking if safeguarding has been considered in relation to this client

• There is a tick box to indicate if a victim should be notified of leave – if this is left blank, it shows as ‘no’ on the front of the case record, if ticked it shows as ‘yes’.

• Everything else remains the same


• Additions: – Access to child who has protection plan (link to Safeguarding Children – Adult Client form 2),

– Client has a child protection plan (link to Safeguarding Children – Child Client form),

– Victim to be notified of leave (yes or no – populated from the risk assessment form.

• Removed: – Client subject to Child Protection Plan, – Dependents on Child Protection Plan

Impact – case record view


Impact – case record view

• Right hand menu– Works in the same way – some new titles and one or two

things have moved e.g. Information Sharing & Consent, MCA forms, Social Inclusion – Employment & Accommodation form

– Clustering Tool (HoNOS PbR) is now called the Clustering Assessment; Clustering Tool, Care Cluster Allocation is now called Clustering Allocation

• New Forms – Safeguarding Children forms – under Risk Information– New forms in the Client Data View particularly ‘point in

time’ overview form which allow you to select a specific date and see an overview of what was on the system at that point

– Core Assessment overview ‘Point in time’ allows you to select a date and see the Assessment overview as it was on that date.


NotificationsThis is the Notifications icon. Notifications is a basic messaging system within RiO. It has not been switched on so far as we need to test it first.

RiO generates some automatic messages when you carry out certain actions so if we do switch it on you will find some messages waiting

When it is switched on, we will issue some guidance regarding it’s use.

The key thing to remember is that it is not a substitute for email – there is no trail, if you delete or forward one you will have no record of the notification.


• Further information– Available on the RiO pages of the intranet

• Blank forms will be updated for next down time

• Consistency / standards guidance reflects new forms

devon partnership nhs trust configuration release 1 25/26 th may 2011 briefing session

Documents