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i A REPORT TO HEALTH EDUCATION KENT, SURREY AND SUSSEX Electronic Prescribing Systems and the Training Offered to Prescribers Safe Prescribing Project Durham University;NHS England;University of Birmingham August/2015

Electronic Prescribing Systems and the Training … Prescribing Systems and the Training Offered to Prescribers Safe Prescribing Project Durham University;NHS England;University of

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i

A REPORT TO HEALTH EDUCATION KENT, SURREY AND SUSSEX

Electronic Prescribing Systems and the

Training Offered to Prescribers

Safe Prescribing Project

Durham University;NHS England;University of Birmingham

August/2015

ii

Contents Authors ...................................................................................................................................... 1

Executive Summary ................................................................................................................... 3

Background ................................................................................................................................ 6

Outcome 1: The electronic prescribing systems currently available in the UK. ........................ 8

Outcome 2: Contact details of the companies providing the systems above. .......................... 8

Outcome 3: .............................................................................................................................. 12

a) Outline of companies above that provide online training for prescribing that allow

staff to become accustomed to the system before starting in practice. ............................ 12

b) Robust inductions to online training for newly qualified professionals to ensure

seamless use of new electronic system .............................................................................. 24

Outcome 4: The common prescribing errors made when using electronic systems. ............. 62

Outcome 5: Describe any variations in error rates associated with specific electronic systems

................................................................................................................................................. 75

Outcome 6: The NHS hospital Trusts in the UK that have implemented electronic prescribing

systems successfully, with examples of success stories, lessons learnt and transferable best

practice. ................................................................................................................................. 129

Outcome 7: Contact details of electronic prescribing leads from a cross-section of Trusts.143

Outcome 8: The training strategies for newly employed prescribers within Trusts. ............ 144

1

Authors Chief investigator: Dr. Sarah Patricia Slight,

School of Medicine, Pharmacy and Health, Wolfson Research Institute, University of Durham,

Queen’s Campus, University Boulevard,

Thornaby, Stockton-on-Tees, TS17 6BH

Phone: +44 (0191) 334 0548 Email: [email protected]

Co-investigators: Miss Clare L. Brown,

School of Medicine, Pharmacy and Health, Wolfson Research Institute, University of Durham,

Queen’s Campus, University Boulevard,

Thornaby, Stockton-on-Tees, TS17 6BH

Email: [email protected]

Dr. Andrew K. Husband, Dean of Pharmacy, School of Medicine, Pharmacy and Health, Wolfson Research Institute, University of Durham,

Queen’s Campus, University Boulevard,

Thornaby, Stockton-on-Tees, TS17 6BH Email: [email protected]

Ann Slee, ePrescribing Lead,

NHS England,

eHealth Research Group, Center for population

health sciences, University of Edinburgh

[email protected]

Professor Jamie Coleman,

2

Professor in Clinical Pharmacology and Medical Education / MBChB Phase 2 Lead and Deputy Programme Director, School of Clinical and Experimental Medicine College of Medical and Dental Sciences, University of Birmingham, Birmingham, B15 2TT UK, Telephone +44 (0)121 371 6003 Email [email protected] Sarah Thomas, NIHR Doctoral Research Fellow School of Clinical and Experimental Medicine College of Medical and Dental Sciences, University of Birmingham, Birmingham, B15 2TT UK, Telephone +44 (0)121 414 8074 Email [email protected]

Study Coordinating Centre: School of Medicine Pharmacy and Health,

University of Durham

Permissions Obtained: Full NHS ethical approval was not required.

Ethical approval from Durham University Ethics Committee was obtained

Research & Development (R&D) approvals may still be needed at each site.

3

Executive Summary

This project aimed to gain a full understanding of the types of support offered

to newly employed prescribers on electronic prescribing (ePrescribing) systems. The

study objectives included gathering the lessons learnt from Hospital Trusts who have

implemented ePrescribing, as well as drawing on the literature on error rates and

prescriber training. We identified a total of 16 companies that provided ePrescribing

systems in the U.K (Outcome 1); these included suppliers from the UK (n=7), USA

(n=5), Italy (n=1), Portugal (n=1) and Canada (n=1) and their contact details have

been provided within this report (Outcome 2). We searched each company’s website

for information about the training that they offered as part of implementation

(Outcome 3a). Online training was rarely provided; however a arrange of other

training approaches were used such as classroom-based sessions, lectures, workshops,

ward-based training, chat-forums and help desks, patient scenario based examples and

handbooks containing ‘quick-start guides’. A typical training model included a Train-

the-Trainer approach whereby the company would initially deliver training to

designated hospital staff trainers, who would then be responsible for developing,

planning and delivering all end-user training. We also conducted a literature review

(Outcome 3b) to identify the approaches used to train qualified prescribers on

ePrescribing systems in a hospital setting. Three large databases were searched

including: Cumulative Index Nursing and Allied Health Literature (CINAHL),

Embase (OVID), and Medline (OVID), and a total of seven publications met our

inclusion criteria. Online training methods were rarely reported; examples found

included web-based demonstrations and an online training portal developed by The

University of Victoria in Canada, which housed various training versions of electronic

health records to allow end-users to practice prescribing and learn about system

design. The development of expertise-specific scenarios that were relevant to

clinicians from different specialist areas was considered important, as was providing

adequate training opportunities for all clinicians to experience the system prior to

implementation.

A second literature search was performed to identify publications related to

prescribing errors associated with ePrescribing systems (Outcome 4). Over 2,000

papers were retrieved. Studies reported a range of prescribing errors made when using

ePrescribing systems such as wrong patient, wrong dose and frequency, and timing

errors. Factors which contributed to the occurrence of these errors included miss-

selection from drop-down menus, poor screen display, unclear logging in procedures,

autocomplete functions, inflexible ordering and overdependence on the system, and

clinical decision support. A third literature search was performed to identify papers

that reported prescribing error rates from studies carried out in UK hospitals

(Outcome 5). We searched two large databases, reference lists of included

publications, and reference lists of relevant systematic reviews. Titles, abstracts and

full text were reviewed and 14 papers (11 full papers and three abstracts) were

included. Studies were performed in the following clinical settings: Surgical (n=5),

4

Medical (n=1), Mixture (n=2), Critical care or Intensive Care (n=2), Oncology (n=1),

Paediatrics (n=3). Due to the differences in methodology, the clinical setting and the

levels of system customisation, it was not possible to directly compare the prescribing

error rate associated with specific systems. JAC was the only ePrescribing system,

which was evaluated in more than one study. All studies conducted on surgical wards

demonstrated a decrease in prescribing errors following implementation of an

ePrescribing system. The post-implementation error rate ranged from 1.9% to 7.9%.

Two studies took place in a critical care or intensive care setting, one of which

reported mixed results; the introduction of the ePrescribing system was associated

with more complete and legible orders, although the error rate actually increased for

IV fluids and infusions (reduction in percentage of correct entries by 16% and 15.5%

respectively). The second study reported a significant reduction in medication errors

following implementation of an ePrescribing system from 6.7% of all medication

orders to 4.8%. Only one study was conducted in an oncology setting, which reported

a relative risk reduction of 42% when the ePrescribing system was used. All three

studies conducted in a paediatric setting suggested that prescribing errors may be

reduced following implementation of an ePrescribing system.

Information about the experiences of NHS hospital Trusts that have

successfully implemented an ePrescribing system (Outcome 6) was obtained from a

number of different sources, including the literature, conference presentations and the

ePrescribing Toolkit Website. We chose four specific sites (Site A, B, C, D) in

different geographical locations in the UK. Staff at Site A were generally positive

towards the implementation process. However, there were issues surrounding

increases in workload, access to computer terminals and the sub-optimal performance

of software. Furthermore, the existence of co-existing paper and electronic systems

generated difficulties. Users also developed coping mechanisms or workarounds e.g.,

using another staff’s details to deal with “logging-in” problems. While there was

positivity towards the transition to an electronic environment at Site B, there was also

negativity towards the actual system being implemented. End-users felt that there was

a lack of communication and engagement during the implementation process. As the

system was originally developed in the U.S, significant anglicisation was needed to

ensure it was suitable for their U.K. Hospital Trust. At Site C, information was

distributed across a variety of sources following implementation, as the system was

not fully integrated. Further work was needed to learn the full range of functionality

available, refine the decision support system and implement increasing modules of the

wider integrated system. At Site D, the implementation team consisted of both

technical and clinical staff. Anglicisation of the system was also required to make it

more suitable for use in their U.K hospital. The system could not be used in certain

clinical areas due to a lack of functionality. Following initial implementation, there

was also a need for continuous maintenance, including system updates, incorporation

of new advances in technology such as hand-held devices and integration with other

hospital systems. The contact details of ePrescribing leads from a section of trusts

have been provided in the report (Outcome 7).

5

We conducted four semi-structured interviews with members of staff involved

in the training of prescribers across four different hospital Trusts (Outcome 8). We

found that the system supplier provided end-user training at the implementation stage

at Site A. However, the hospital informatics team and IT trainers were responsible for

the development and delivery of all training material and sessions. Super-users were

employed by the Trust to provide ward-based support; this approach was largely

unsuccessful due to a lack of staff engagement. Other difficulties experienced at

induction included: logistical difficulties, the need for updating training to reflect any

new system changes, and providing trainees with too much information, which they

felt unable to retain. At a different site (Site B), a team of internal Trust trainers

delivered the staff training; most of the trainers had a clinical background with

experience in adult education. Much of the original training material was provided by

the company e.g., screen shots. This site recently changed their training approach to

focus more on workflow e.g. ‘admitting a patient’ rather than individual tasks such as

‘finding a patient’. The training has also been customised to focus on the problem

areas of the system. Difficulties surrounding the development and delivery of training

were reported. Prescribing of anticoagulation, insulin and fluid were typically

associated with more issues compared to other medications. At Site C, the core

training was provided by the Trust training team consisting of members of the

prescribing and pharmacy management directorate. Site C used an E-Learning based

training approach, which incorporated 22 modules covering all aspects of how to use

the system, such as patient scenarios and exercises. There was a summative

assessment with a pass mark of 90% for all staff. More specialist training e.g. for a

specialist clinical area such as paediatrics was delivered in person by the lead

pharmacist for that area. Finally, a designated team of informatics trainers from

clinical and non-clinical trainers were responsible for all aspects of the design and

delivery of prescriber training at Site D. The training was tailored towards the

profession of the end-user, using a variety of clinical scenarios and exercises. There

were three specific lessons learnt that were considered important when planning

future foundation doctor training: (1) the training needs to reflect the latest version of

the system, (2) there should be adequate opportunities for staff to attend training

sessions or access training material, and (3) the training provided needs to be

consistent.

6

Background

Health Education Kent, Surrey and Sussex commissioned a piece of research

to investigate the types of support offered to newly employed prescribers to orientate

them to the electronic prescribing (ePrescribing) systems available. This included

lessons learnt from NHS Trusts who have implemented ePrescribing with regards to

error rates and prescriber training. The findings of this report will help feed into the

development of a Diagnostic Prescribing Assessment (DPA) tool suitable for different

ePrescribing systems or an alternative model. This work forms part of the Safe

Prescribing Project, managed by Katie Reygate, Prescribing lead

The UK healthcare system is undergoing great change; traditional paper

records and methods of prescribing are slowly being phased out in favour of

automation and information technology. Electronic prescribing is defined as "the

utilisation of electronic systems to facilitate and enhance the communication of a

prescription, aiding the choice, administration or supply of a medicine through

decision support and providing a robust audit trail for the entire medicines use

process"(NHS Connecting for Health). EPrescribing may also be linked with other

functionality such as clinical decision support, which provides decision-making

support and safety checks at the point of prescribing (e.g., drug-allergy checks) and

electronic medication administration records, allow an electronic record of drug

administration to be kept. A range of potential benefits support the use of ePrescribing

systems such as improved patient safety and potential cost savings.(1-3) Additionally,

financial incentives through NHS schemes such as The Integrated Digital Care

Technology Fund and The Safer Hospitals, Safer Wards Technology Fund have

7

contributed to the adoption of healthcare technology.(4, 5) However, the

implementation of ePrescribing systems raises many challenges, of which training is

just one.

Due to the clear differences between paper-based and ePrescribing systems,

traditional approaches to train and assess safe prescribing practice may not be suitable

and hence a new approach is needed. A team of experienced researchers, comprising

of academics, NHS England ePrescribing lead, clinical pharmacists and researchers

was formed.

A series of team meetings with the funder, Katie Reygate were organised. The

purpose of these meetings was to plan and develop the specific objectives for the

project, provide updates on the work conducted so far, and discuss any issues that

may have been encountered along the way. Specific tasks included:

To conduct a series of internet searches to identify ePrescribing system

suppliers and their contact details;

To correspond with suppliers of ePrescribing systems via email or telephone

to ascertain the approaches used for training prescribers in the use of the

system;

To conduct a series of focused literature searches;

To identify and report on case studies that provided lessons learned from

hospitals that have successfully implemented ePrescribing;

To carry out a number of semi-structured telephone interviews at a number of

different hospital sites to provide an overview of the training strategies for

newly qualified prescribers.

8

1. Bates DW, Teich JM, Lee J, Seger D, Kuperman GJ, Ma'Luf N, et al. The

impact of computerized physician order entry on medication error prevention.

JAMIA. 1999;6(4):313-21.

2. Bates DW, Leape LL, Cullen DJ, Laird N, Petersen LA, Teich JM, et al.

Effect of computerized physician order entry and a team intervention on prevention of

serious medication errors. JAMA : the journal of the American Medical Association.

1998;280(15):1311-6.

3. Kaushal R, Jha AK, Franz C, Glaser J, Shetty KD, Jaggi T, et al. Return on

investment for a computerized physician order entry system. Journal of the American

Medical Informatics Association : JAMIA. 2006;13(3):261-6.

4. NHS England. The Integrated Digital Care Technology Fund 2013

[05/01/2015]. Available from: http://www.england.nhs.uk/ourwork/tsd/sst/tech-fund/.

5. NHS England. Safer Hospitals, Safer Wards: Achieving an Integrated Digital

Care Record. 2013.

Outcome 1: The electronic prescribing systems currently

available in the UK. See Table 1

Outcome 2: Contact details of the companies providing the

systems above. See Table 1

9

Table 1: Name and contact details of companies providing ePrescribing systems in the UK.

Supplier System Date and

country of

origin

Website Address Contact Details

Alert Life

Sciences

Computing

ALERT

Prescription

1999, Portugal http://www.alert-

online.com Head Office: Edifício Lake Towers Rua Daciano Baptista Marques, 245 4400-617 Vila Nova de Gaia Portugal

Tel: +44 07525 262 853

Email: [email protected]

Allscripts Sunrise

clinicals

1995, US http://uk.allscripts.

com/ Battersea Studios 80 Silverthorne Road London, SW8 3HE +44 (0)20 7819 0444 And 15 Oxford Court,Manchester M2 3WQ,+0161 233 4999

Ascribe-

Now emis

health

Ascribe

ePMA

(Emis

ePrescribing)

1984, UK http://www.ascrib

e.com

https://www.emish

ealth.com/product

s/eprescribing/

Ascribe House, Brancker Street,

Westhoughton

Bolton, UK

BL5 3JD

Tel: +44(0)1942 852 400

Email: [email protected]

Emis Health Head Office

Leeds - Rawdon House

Rawdon HouseGreen Lane,

Yeadon

Leeds

LS19 7BY

Tel: 0113 380 3000

Cerner

Corporation

Cerner

ePrescribe

(Millenium)

1979, US http://www.cerner.

com/

Cerner Limited

6th Floor, The Point

37 North Wharf Road

London

W2 1AF

Tel: +44 (0) 20 7432 8100

Email: [email protected]

Civica Paris EPR and

Case

Management

UK https://www.civica

.co.uk/health-and-

social-care

Civica UK Ltd

Station House

Stamford New Road

Altrincham

Cheshire

WA14 1EP

Tel: +44 (0) 161 9415833

Email: [email protected] or

[email protected]

10

CSC Lorenzo http://www.csc.co

m/health_services/

offerings/99982/1

03601-lorenzo

Contact via link:

http://www.csc.com/contact_us/

CSC Medchart http://www.isofthe

alth.com/en-

AU/Solutions/AN

Z%20Hospitals%2

0and%20Clinics/

Medication%20M

anagement.aspx

Brian Hemming

Tel: +44 (0) 129 527 4240

Email: [email protected]

CSE

(servelec-

healthcare)

PICS UK, 1998 http://www.servel

ec-healthcare.com

Servelec Healthcare

The Straddle

Victoria Quays SHEFFIELD

S2 5SY

United Kingdom

Tel: +44 (0) 1246 437500

Email: Sales Email: [email protected] Marketing Email: [email protected] HR - [email protected]

Servelec-

healthcare

RiO ePMA http://www.servel

ec-

healthcare.com/in

dex.html

Servelec Healthcare The Straddle

Victoria Quays SHEFFIELD

S2 5SY

United Kingdom

Tel: +44 (0) 1246 437500

Email: Sales Email: [email protected] Marketing Email: [email protected] HR - [email protected]

Epic EpicCare

EMR

US, 1979 http://www.epic.c

om 1979 Milky Way Verona, Wisconsin 53593

Tel: 608-271-9000

Email: [email protected]

JAC JAC EPMA UK,1983 http://jac.co.uk/co

mplete_and_integr

ated_e_prescribing

_medicines_admin

istration_epma_/

JAC Computer Services

1 Aurum Court Sylvan Way Basildon Essex SS15 6TH United Kingdom

Tel: +44 (0) 1268 416348

Email: [email protected]

MEDITEC

H

Version 6.0 US, 1969 http://home.medite

ch.com/en/d/home

/

One Northumberland Avenue, London, WC2N 5BW

Tel: 0207 872 5583

Noema Life Galileo

Medication

1996, Italy Registered Office:

Monica House,

St Augustines Road, Wisbech

Cambs

PE13 3AD

Head Office:

2-3 St Johns Street

Stamford

Lincolnshire

PE92DA (UK)

Email: [email protected]

Tel: 07875 088 981

11

QuadraMed

Corporation

QCPA 1993, Canada http://www.quadra

med.com

QuadraMed Corporation, 12110 Sunset Hills Road,

Suite 600 Reston, VA 20190

Tel: 703-709-2300

System C Medway UK, 1983 http://www.system

c.com

Medway EPR

System C Healthcare Ltd

+44 (0) 1622 691 616

[email protected]

TPP SystmONE UK, 1997 http://www.tpp-

uk.com

TPP, Mill House

Troy Road

Leeds

LS18 5TN

Tel: +44 (0)113 2050080

Email: [email protected]

12

Outcome 3:

a) Outline of companies above that provide online training for

prescribing that allow staff to become accustomed to the system

before starting in practice.

NB: For completeness, we have provided information on all

methods of training, including online training.

Table 2: Outline of company provided training

Supplier System Communication

Method

Supplier Training

Alert Life Sciences

Computing

ALERT

Prescription

Emailed 19th

April 2015 (no

reply)

Re-emailed 29th

April 2015 (no

reply)

Information

obtained online at

http://www.alert-

online.com/elearn

ing [accessed

28/04/2015]

ALERT eLearning

Alert e-Learning programme for Alert

products can be offered as an

alternative or a complement to

‘traditional teaching’.

Flexible learning is provided with the

ability to access training anytime and

anywhere depending on the availability

of individual staff. Staff can learn at

their own pace and tailor their learning

towards key areas of interest.

The e-learning programme uses a

variety of multimedia to support

learning such as demonstration videos,

trainer instructions and animations. It is

possible to communicate within the

system via chat and forums, which

allows end-users to exchange their

experiences.

The system also supports tutor-trainee

communication through the chat and

forum tools. The e-learning

programme provides continuous

performance evaluation to support end-

users as they learn. The content

continues to be available after

completing individual courses to enable

review of learning material.

A specific course ALERT EDIS

PHYSICIAN® is available and targeted

towards doctors working in the

emergency department. This course

13

uses active and demonstrative methods

to cover a range of areas including:

documenting a chief complaint,

ordering medication and exams, access

results and discharging a patient. A

certificate is awarded to the trainee

once 80% of the course has been

completed, suggested tasks have been

performed and have achieved a pass in

the final evaluation. The course takes

approximately 4 hours. Further courses

are available for example an

Introduction to ALERT ® v2.6 which

allows end-users to learn more about

the functionality of the ALERT

prescribing system.

Courses are available for a US and UK

population.

Allscripts Sunrise

clinicals Emailed 19th April 2015 (no reply) Phonecall 29th April 2015 (no reply) Information obtained online http://uk.allscripts.com/products-services/services/education [accessed 29th April 2015]

Experiential Learning: Scenario-based simulation learning tool designed for staff members. These self-paced courses allow learners to practice workflows using real-world scenarios in a simulation learning environment.

Training Consulting: Training Consultants provide strategy, guidance and recommendations for any size group who needs end-user “best practice” training guidance.

Formal instructor-led classes: These classes are held in Allscripts training facilities, where attention is given to the learning needs of each individual student. The sessions include extensive training materials, hands on exercises and interactive discussions.

Web-based instructor led classes: These smaller web-based classes are for single topics or customised training needs. Students learn from their onsite organisation, while still receiving the individual attention and

14

hands-on time provided in a classroom setting.

eLearning: Budget-friendly, self-paced form of training is scalable for small offices that need to provide training around a busy office schedule. For very large organisations, the company reported having more staff to train clinicians and office personnel.

Custom Solutions: Any combination of services are available for clients who want to design their own learning path.”

Ascribe Ascribe

ePMA

Online material

http://www.ascrib

e.com/solutions-

services/Pages/Tr

aining-

Academy.aspx

[accessed 13th

May 2015]

Phone call 13th

May 2015 (spoke

with member of

sales team)

Training academy

Range of training packages

Training can be delivered on-site or

within Ascribe office in Bolton or an

external venue in London.

Training is typically provided to

approximately 6 members of the

organisation (a multidisciplinary team

is preferred). ‘Train the trainer’

sessions are delivered to give an

overview of the system and features so

that they can then carry out end-user

training at their organisation. Workshop

sessions are also held whereby wider

members of the hospital organisation

can ask questions and provide

comments about features that they

would like to see, thereby having some

influence into system build.

The ‘train the trainers’ then deliver end-

user sessions, which are designed and

customised according to the specific

organisation. For example lecture

sessions, one-to-one training on the

ward to support staff and also provide a

simulation ‘dummy station’ whereby

staff can access and practice using the

15

system even before it has ‘gone live’.

Standard training manuals are available

from the company, however due to the

variations in systems post

customisation; organisations typically

will develop their own training

packages.

E-Learning packages have recently

been developed to train the trainers;

however there is no provision of e-

learning material currently for end-

users. Although experience suggests

Trusts often develop their own e-

learning training packages or outsource

e-learning from external suppliers.

Cerner

Corporation

Cerner

ePrescribe

(Millenium)

Emailed 19th

April 2015 (no

reply)

Material obtained

online

http://www.cerner

.com/uploadedFil

es/Content/Soluti

ons/_Education_a

nd_Training/Lear

ning_Consulting_

Services/UK_lear

ning_servicesflyer

_2012.pdf

[accessed 29th

April 2015]

Phone call 13th

May 2015 (spoke

to Lindsey

Whittaker

02071074413)

Cerner Learning Services:

A range of training options are available

which are delivered by learning consultants

and educators.

Managed Learning Services are available

which offers training across a range of areas

to end-users. This service is available as an

optional extra and is therefore subject to

additional costs.

Managed Learning Services include

implementation education, technical

education, clinical education and leadership

and professional skills education.

The full range of teams include:

1. Learning consultant/coordinator:

Involved in training learning staff

and recommending and planning

end-user learning.

2. Learning Plan Development

Session: A team that works onsite

to identify learning needs, resource

constraints and best practices in

order to develop a tailored learning

strategy for the organisation.

3. Learning Task Analysis: A team

helps develop end-user learning

materials. Critical tasks and

assessment questions that validate

competency are also identified.

16

4. Custom Learning Materials

Development: Examples include

organisation-specific facilitator

guide, performance based

assessment and supporting

materials to assist delivery of

instructor led end-user training

5. Web-Based Training for End

Users: Online learning tools, these

can be standard or customised.

6. Train the Trainer: Trainer-

Advanced training for

organisational trainers.

7. Super-User Training: training of

designated super-users in specific

areas so that they are able to

facilitate system use and support

staff.

8. End-User Training: Typically a

combination of web-based training,

instructor led training; activities are

performed both in a training setting

and as job aids.

9. Advancing Conversion Excellence

(ACE) Programme: A team

provides support with health care

staff during the early stages of

implementation. The ACE team

assist end-users with limited Cerner

experience gain confidence and

expertise.

10. Learning LIVE: An e-learning

program to deliver training and

support continuous learning.

Training is accessible, offering

‘just-in-time learning at the point of

need’

After speaking to Lindsey Whittaker on 13th May 2015, she explained that e-learning is typically not provided to UK organisations unless requested. This is because the UK market tends to want an e-learning package that is exactly customised to the system that the organisation will use and therefore the standard version of e-learning system is seen as less attractive. However e-learning packages can be built and developed with the organisation if

17

needed. Alternative online material such as video clips, which give demos of specific functions, are available and can be accessed at any time.

Civica Paris EPR

and Case

Management

Emailed on

19th April 2015

29th April 2015

Phone called on

29th April 2015

13th May 2015

Unable to obtain

response after

multiple emails

and phone calls.

CSC Lorenzo Information

provided via

telephone call 5th

May 201 (Sarah

Mason, Sales,

07795390018)

Lorenzo and Medchart are systems

provided by CSC and therefore have similar

training available.

Training is delivered through a ‘train the

trainer’ model at the hospital site to selected

individuals. Training is classroom based

and given to small groups of approximately

eight trainees using hands on activities.

Training is delivered on specific modules

within the system depending on local needs.

Sessions will take place on a standard

version of the system. There is a test at the

end of the ‘train the trainer’ sessions to

assess competence, after which the in

house-trainers will deliver sessions to end-

users.

End-user training is supported by CSC

trainers but is delivered by in-house

trainers. Training content and delivery

varies between organisations, and it is up to

the organisation to develop with end-users

what training methods will be used.

e-Learning modules can be provided or

developed in collaboration with the Trust,

however no Trust has used e-learning as a

sole method of training due to the

complexity of the system, typically

classroom based end-user sessions are

delivered. A benefit of the e-learning is that

CSC Medchart

18

it may be accessed off site and at a

convenient time for the end-user.

CSE

(servelec-

healthcare)

PICS Phone call 13th

May 2015

(Lindsay

Dransfield, sales,

07715121244)

There are four strands of learning:

1. Set-up training e.g. setting up a

drug formulary and setting up new

users on the system.

2. Training around the rules which

drive the EPMA and decision

support system and ensure these are

appropriate for the organisation e.g.

Venous thromboembolism

assessments.

3. End-user training; core training

about how to use the system e.g.

how to prescribe, how to

administer.

4. Report training; training on how to

manage alerts and utilise

information that is gathered on the

system.

The NHS Trust will identify a multidisciplinary team who will develop training that is delivered to end-users. Servelec will then train these individuals who will then deliver their own training sessions, typically classroom or ward based face to face teaching. Standard training materials are available however Trusts are encouraged to develop their own customised versions, which are more specific. Test and training environments exist which allow clinicians to work safely through the system. Increasingly Trusts are requesting to use test patients which are in fact anonymised versions of a real patient to ensure the content and scenario is realistic. E-learning or distance based learning is available or can be developed, however is used mainly for teaching specific features or as a refresher for end-users rather than as an alternative to face-to-face sessions. The PICS system is complex and therefore e-learning would perhaps not be a sufficient sole training method. Video tutorials and demos have also be used which would allow trainees to access

19

learning material from their intranet at a convenient time to learn how to perform specific functions.

Servelec-

healthcare

RiO ePMA Phone call 13th

May 2015

(Lindsay Dransfield, sales, 07715121244)

As for PICS system. Both supplied by Servelec.

Epic EpicCare

EMR

Information

obtained online:

http://www.epic.c

om/services-

training.php

[accessed 29th

April 2015]

Followed up with

phone call on 1st

May (Company

called)

Total recall training: Project team members

and key end users from the hospital

organisation receive training at a training

site in Verona, Wisconsin.

Classes are delivered to introduce the

system and discuss how it will impact

workflows. An end-user learning package is

delivered ‘Training Wheels’ which aims to

prepare end-users in usage of the system.

This incorporates e-learning lessons, lesson

plans, hands-on experience; post e-learning

lessons ‘ quick start guides’ and

optimisation materials. Materials are

tailored to the specific roles in which they

are intended to be used and are scenario

based.

e-Learning: Scenario based programmes are

available. The tutorials guide clinicians

through workflows, allowing them to learn

at their own pace in a flexible manner. E-

Learning may be used as an alternative to

or in conjunction with instructor led end-

user training.

JAC JAC EPMA Information

obtained online

http://jac.co.uk/fil

es/JAC%20Syste

m%20Manageme

nt%2020140130.p

df [Accessed 5th

May 2015]

Email

correspondence

5th May 2015 with

Craig Rothwell.

E-mail address:

[email protected]

System Management Training

Refresher training and new training for

system managers

Ensure the system is configured to

specific needs

Optimisation of the system.

Training is typically on-site, and instructor

led.

(No information provided about specific

end-user training or on-line material)

20

MEDITECH Version 6.0 Email 22nd

May

2015

odiaz@meditech.

com

Phone call 28th

May 2015

Training is provided as part of full system

implementation. Meditech trainers from the

US are deployed within the Trust and will

work with the organisation to plan training

according to specific needs (i.e. medical

training will differ to pharmacist or nursing

training content).

Meditech will work with the Trust to

arrange who exactly will be trained and that

decision will be on a case-by-case basis.

The format of training is flexible. Options

include classroom delivered sessions, which

are considered more effective than lectures

and one to one sessions if needed.

The training support is on-going after the

initial implementation. Meditech trainers

will visit the Trust after one year to perform

‘optimisation usage’ to effectively assess

how the system is being used and also carry

out additional training when new versions

are released.

There is currently no provision of e-

learning material that clinicians are able to

access prior to using the electronic

prescribing system. However an online e-

learning module is being developed but

currently only being used internally.

Noema Life Galileo

Medication

Email 29th April

2015

[email protected] (Questions

provided)

1. In what format is training provided to

end-users e.g. class-room based training,

lectures, e-learning?

This is dependent upon the needs of the Trust and users. We can provide class-room based, ward-based, one-to-one and e-learning.

2. Who receives training delivered from

yourselves? Is it only key members of the

hospital team who are trained? Or do you

provide full hospital training programmes?

Depends on what is required. We can do just train the trainers or/ and hospital team through to hospital/Trust wide training.

3. Does training take place onsite or

21

offsite?

Either, though we recommend on-site as easier to get staff to attend.

4. How long does training normally

take?

This depends upon the user roles being trained as well as how IT literate the users are and if they have experience of previous EPMA systems. It can range from 2-3 hours to a whole day, particularly for users that require knowledge of different user role functionalities.

5. If e-learning is provided, what topics

are covered for example prescribing,

general workflow etc.?

The same topics as would be covered in any other training delivery approach.

QuadraMed

Corporation

QCPA Emailed 19th

April 2015,

Reply received

20th April 2015

Information

obtained online

http://www.quadr

amed.com/en/solu

tions_services/cli

nical_solutions/pr

ofessional_service

s/ [accessed 29th

April 2015]

Targeted Customised Training:

A range of classes are offered, including-

new implementation training, database

support training, upgrade service training

and customised training.

Training is offered both on and off site.

(No information was provided regarding

online training)

System C Medway Emails ( 20th

April 2015 and

23rd

April)

Phone call 29th

April (spoke to

member of sales

team)

A dedicated System C Business Education Specialist will be supplied to the Trust, who will work in partnership with the Trust training team to provide guidance, training and support. System C deliver Train the Trainer (TtT) training for the Trust training team, and offer advice on how to deliver end user training. The System C Training Lead will

22

continually assess Trust training staff to ensure that they meet the required competency levels to deliver to end users, and additional training/support can be given to Trust trainers who do not meet the required competency levels. Following completion of TtT the Trust trainers will work on developing the End User Training courses. Once this activity has been completed the Trust Trainers will be asked to deliver their courses to the System C Training Lead to ensure that the system is fully understood. If necessary, the System C Training Lead will provide additional training to supplement any gaps. Aside from the above, it is a Trust responsibility to organise, plan and deliver end user training, and their decision whether to include consolidation type exercises during this training. It is the responsibility of each Trust to deliver end-user training. In their experience, Trusts deliver a mixture of training styles dependant on the content and the type of user attending the sessions. Online learning material is provided for access throughout a project deployment.

TPP SystmONE Emailed 19th

April 2015 (no

reply)

Follow up phone

call 29th April

2015 (spoke to

member of sales

team)

‘Train-the-trainer’ sessions are provided by

TPP to designated staff members within the

hospital who will be given the knowledge

and skills to then train end-users within the

specific organisation.

TPP will also assist hospital trainers to

develop learning materials and tools

specific to the organisation’s needs. Full

end-user training can be provided by TPP,

however this is not the preferred method.

Top-up sessions are available if required to

re-train staff.

Train-the-trainer sessions are delivered

onsite at the hospital and typically last for 5

days, however this will vary by site.

23

Training on the ‘train the trainer’ course is

typically class-room based. There is no

provision for e-learning however the system

is integrated with a question and answer

style communication functionality to allow

queries to be addressed.

24

Outcome 3

b) Robust inductions to online training for newly qualified professionals to

ensure seamless use of new electronic system

BACKGROUND

ePrescribing has been associated with a range of potential benefits over

traditional paper-based systems, including improved patient safety, quality of care and

reduced costs.(1-4) The implementation of these Electronic Prescribing and

Medicines Administration (EPMA) systems with Clinical Decision Support (CDS) in

U.K. hospitals is expected to surge in the coming years due, in part, to the financial

incentives such as the NHS’s Integrated Digital Care Fund and the Safer Hospitals

Safer Wards Fund(5, 6)

A key element of the implementation and on-going use of a ePrescribing

system is ensuring that users are, and remain, sufficiently trained and competent to

use the system efficiently and effectively. The user training should be comprehensive

enough to cover all aspects of how a user may need to interact with a system to

effectively and safely undertake their role, but also any potential pitfalls and

challenges that they may encounter. Organisations face challenges in delivering

effective training including: large numbers of staff; staff resistance/availability to take

time from clinical activities to attend training; rotation between wards and specialties;

and temporary/short term staff. Little evidence has been published on the training

strategies used to familiarize staff with these systems, many of which change

following implementation through local customization and system upgrades.

25

Studies have suggested that insufficient training may be associated with

suboptimal use of a system.(7, 8) Baysari et al. found that a large number of CDS

alerts were generated by the improper use of the system, leading to the production of

‘technically preventable’ alerts.(7) Such studies highlight the importance of training

and education both in facilitating successful implementation of electronic systems and

averting errors.

We conducted a review of the literature to describe the approaches used to

train qualified prescribers on ePrescribing systems in a hospital setting. We were also

interested in knowing whether online training approaches in particular were used and

whether training provided covered the pitfalls and challenges of using these systems.

METHODS

Inclusion and Exclusion Criteria

Inclusion criteria included articles that explored the training of qualified

prescribers (Including medical and non-medical practitioners) on CPOE systems in a

hospital setting. Studies that explored training of undergraduate medical students,

training of clinical skills other than prescribing, or the use of electronic prescribing or

electronic health records in medical education (e.g., to enable students to monitor

patient progress) were excluded (Appendix 1 and 2).

Search Strategy and Study Selection

Three large databases were searched including: Cumulative Index Nursing and

Allied Health Literature (CINAHL), Embase (OVID), and Medline (OVID). The

search terms used are listed in Appendix 1. Sets of search terms employed included

“Electronic Prescribing” OR “Computerized Provider Order Entry” OR “Medical

Order Entry Systems” in Set 1; and “Clinical Decision Support” OR “Decision

26

Support System” in Set 2; and “Electronic Medical Record” OR “Electronic Patient

Record” in Set 3; and “Education Clinical” OR “Medical Education” in Set 4; and

“Education Distance” in Set 5; and “Prescribed” or “Prescribing” in Set 6 (Table 1).

These sets were combined with the Boolean operator “AND”. Only papers published

in English were considered. The search was performed on the 15th

May 2015. The

search terms related to training were kept deliberately broad to capture all relevant

publications. A separate search, which included ‘electronic prescribing’ and ‘online

training’, was also conducted. We did not restrict the timeframe for these searches in

any of the respective databases. In addition, we searched the websites of vendors of

electronic prescribing systems supplied in the U.K for suggested training approaches.

Data Extraction and Synthesis

All duplicate articles were removed. Titles and abstracts were initially

reviewed followed by the full text. Reference lists were also examined for additional

papers. Data were abstracted onto a customized data extraction sheet by the first

author (CLB), which included variables such as: title of the study; country of origin;

decision to include or exclude and justification for the choice. A narrative synthesis of

all eligible studies was undertaken.

27

Figure 1: Search Strategy Diagram: ‘all training’

Records identified through

database searching

(n = 1155)

Additional records identified

through other sources

(n = 1)

Records after duplicates removed and

screening of titles and abstracts

(n =16)

Full-text articles assessed

for eligibility

(n = 16)

Full-text articles

excluded, with reasons

(n =9)

Studies included in

qualitative synthesis

(n =7)

28

Figure 2: Search Strategy Diagram: ‘online training’

Records identified through database

searching

(n =25)

Records after duplicates removed and

screening of titles and abstracts

(n =16)

Full-text articles assessed for

eligibility

(n = 5)

Full-text articles excluded,

with reasons

(n =2)

Studies included in qualitative

synthesis

(n =3)

29

RESULTS

The search for ‘all training’ returned a total of 1,155 publications; after the

review of titles, abstracts and full text, a total of 1,149 were excluded (Figure 1). After

reviewing the reference lists of the remaining publications, one further article was

considered relevant and thus included. A total of seven publications were included,

comprising of five full text publications (9-13) and two conference abstracts. (14, 15)

The authors of the conference abstracts were contacted and asked for additional

information, including (i) the type of training delivered and whether they used any

online training methods (if unclear from the publication), (ii) whether they performed

a competence assessment, and (iii) whether the training was developed internally or

provided by the system developer. We obtained responses from all authors apart from

one.(15) We decided to include the two studies published by Borycki et al. and

Kushniruk et al., as there was potential for these training methods to be used for

practicing prescribers.(11, 12)

The separate search for the use of ‘online’ training methods returned a total of

25 publications. After reviewing the titles and abstracts, three relevant articles were

identified (Table 3), two of which had already been identified and included in the

search of “all training” approaches. The additional article found in this separate

‘online’ search(16) was included in our ‘all training’ search making eight publications

in total.

Traditional training approaches

Typically, a variety of training methods were used such as traditional

classroom-based sessions, which included ‘run through’ system demonstrations and

practical exercises, as well as face-to-face or ward-based training facilitated by

30

‘super-users’ (expert staff members that have received additional training). Super-

users were found to play a valuable role in providing ward-level support and reduce

the need for costly external training.(13) Tools such as e-learning packages, quick

reference guides such as a list for keyboard short cuts and ‘how to’ guides, were also

provided.(9, 14) Three studies used traditional classroom-based learning to train

users, one on a paediatric intensive care unit,(14) another across an integrated

delivery system(9) and the third study across two U.S. hospitals.(13) Users were

given an overview of the specific features of their system, using a combination of

demonstrations, lectures and practical exercises, thus allowing the users to gain

‘hands-on’ experience of using the system.(9, 14) In particular Bredfeldt et al.

encouraged staff to customize their own live version of the Electronic Health Record

(EHR) by, for example, creating preference lists, thus allowing users to immediately

experience the benefits of this functionality immediately.(9) Ensuring clinicians have

ample opportunities to attend training was important, so weekend and out-of-hour

sessions were organized for users in one study.(13)

In terms of user evaluation, formal assessments, quizzes and feedback

methods were utilized in three studies.(9, 14, 15) Bredfeldt et al. evaluated post-

training performance of two skills (covered during the training session) to measure

the effect of training.(9) Classroom-based training and ‘hands-on’ activities were

found to have been associated with improved utility of certain functions.(9) However,

users would have appreciated more opportunities to receive training on the ‘live’

system and felt that the range of topics covered should be broader.(9) Bredfeldt et al.

also sent follow-up e-mails to users to report their usage of specific features and

compared their activity with that of their peers, serving to remind users of the learning

material and track their progress.(9)

31

Online training approaches

Web-based demonstrations were used in only one study.(15) A team at the

University of Victoria in Canada developed an online portal, which housed a range of

simulated versions of different EHRs containing electronic prescribing functionality.

Healthcare professional students, practicing professionals and healthcare

informaticians were all given access to this portal where they could prescribe for

fictitious patients in a safe environment rather than in a real setting.(11, 12, 16) The

portal also provided an opportunity for users to learn about the design of different

systems that influence clinical practice and adoption.(11, 12, 16)

Evaluation of online training methods was limited. Experiences and lessons

learned from the University of Victoria’s EHR electronic portal appeared to be

positive, with users in particular perceiving the experience as valuable and having a

greater understanding of how EHR systems were to be used in practice.(11) Ayoub et

al. did not specify how quizzes were developed or which areas were assessed;

although trainees reportedly scored highly in these quizzes.(15) Jimenez highlighted

the importance of providing timely feedback to users after completing exercises.(10)

Clinical scenarios and exercises

Two studies described using targeted clinical scenarios that focused on

particular problem areas to train staff. Foster et al. developed exercises based on

commonly encountered prescribing errors, such as the prescribing of Tazocin®

(piperacillin-tazobactam, an antibacterial) at non-standard times.(14) Bredfeldt et al.

targeted training to specific clinical areas, such as pre-operative patient visits, where

32

there had been a number of support requests from existing users.(9) It was not clear

whether these areas were also associated with particular system pitfalls. Developing

expertise-specific scenarios relevant to clinicians from different specialist areas was

considered important.(10, 16)

DISCUSSION

The papers identified in this review outlined a number of methods used to

train qualified prescribers, including classroom-based sessions with demonstrations

and ‘hands-on’ exercises. Some studies incorporated a form of assessment, which

allowed users to track their own progress and informed senior staff about those who

may need further assistance.(9, 14, 15) Studies also incorporated clinical scenarios

aimed at addressing commonly encountered prescribing errors or frequent technical

support requests.(9, 14) Although not specified explicitly, such problem areas may be

indicative of system flaws that may contribute to the occurrence of errors or poor

usability.

Using a combination of learning methods is likely to appeal to the learning

styles of different users. McCain et al. found it challenging to get users to attend

classroom-based training sessions due to other clinical commitments. However, users

also felt that these sessions failed to address their learning needs being too simplistic

or too advanced. This resulted in a blended learning strategy being adopted that

included a combination of computer-based learning exercises and a training CD,

which facilitated ‘self-study’ where users could train at a convenient time and

pace.(17) Trainees valued the choice of alternative training methods;(13, 17-19) Ross

and Banchy used a combination of one-to-one and group classroom-training sessions

in order to address the specific needs of end-users and maximize staff attendance .(13)

33

Laramee et al. found that participants preferred written guidance on how to carry out

particular tasks rather than computer ‘help’ functions. Organizations should therefore

consider providing a range of learning tools to meet users’ needs.(19) It is likely that

there may be other training methods employed in practice not discussed in the small

number of articles found in this review.

The use of e-learning as a method of informing and training clinicians on an

electronic prescribing system was considered important.(9, 10) One study, which

delivered educational material primarily to nurses via an e-learning tutorial, was

associated with high completion rates and improvements in the completeness of

documentation within the EHR.(20) Material should be engaging, potentially

including interactive scenarios and quizzes, simplicity over complexity was

emphasized; e-learning should be concise, but informative, learning outcomes should

be clearly specified, and care should be taken to limit the amount of information

presented to trainees.(20)

Training specifically aimed towards educating prescribers about the

challenges and pitfalls of electronic systems was rarely discussed. Studies did include

education and training as a solution to some of “the issues” encountered with such

systems.(7, 21-23) Sittig et al. made specific recommendations, such as, providing

adequate training opportunities for all clinicians to experience the system prior to

implementation, potentially enforcing a minimum level of training before clinicians

are authorized to use the system. He also proposed that organizations deliver multiple

‘walk-throughs’ of the different processes for specific clinical staff.(22) This further

supports the studies by Foster et al. and Bredfeldt et al, which highlight the need to

specifically tailor the clinical scenarios and content of training to the role, expertise

and tasks performed by the user.(9, 14, 24, 25) Training approaches should

34

encompass both procedural tasks (e.g., prescribing a medicine) and cognitive tasks

(e.g., interpreting a CDS alert) so that prescribers may realize the full potential of the

system.(24)

CONCLUSION

Organizations are currently using a range of learning methods to train

qualified prescribers to use electronic systems. Online learning may facilitate the

training of a large number of users, offering them the opportunity to practice and

become familiar with the system at a time and place that is convenient to them.

However, the lack of papers retrieved suggests a need for additional studies to inform

training and assessment methods. Finally, further research should explore the best

way of training users about the pitfalls, challenges and the potential benefits

associated with electronic systems.

35

Table 1: Search Terms

Electronic

Prescribing

Clinical

Decision

Support

Electronic

Health

Record

Training Online

Training

Prescriber

(Included in

Embase

Search Only)

Computerized

prescriber

order entry

Computerized

provider order

entry/

Electronic

physician

order entry

Electronic

order entry

Electronic

prescribing/

Electronic

prescription

Computerized

physician

order entry

CPOE

Computerized

order entry

Medical order

entry systems

Clinical

decision

support

Decision

support

system/

CDS

Drug

therapy,

computer

assisted

Electronic

medical

record/

Electronic

health

record

Electronic

patient

record

Education/

Clinical

education/

Training/

Course

Competence/

Medical

education/

Clinical

competence/

Competence

assessment

Prescriber

training

Prescriber

assessment

Education,

Distance/

Distance

learning

Educational,

non-

traditional

(CINAHL

only)

Prescribed

Prescribing

Prescription

36

Search Strategy

1. Computerized prescriber order entry

2. Computerized provider order entry/

3. Electronic physician order entry

4. Electronic order entry

5. Electronic prescribing/

6. Electronic prescription

7. Computerized physician order entry

8. CPOE

9. Computerized order entry

10. Medical order entry systems

11. 1 or 2 or 3 or 4 or 5 or 6 or 7 or 8 or 9 or 10

12. Clinical decision support

13. Decision support system/

14. CDS

15. Drug therapy, computer assisted

16. 12 or 13 or 14 or 15

17. Electronic medical record/

18. Electronic health record

19. Electronic patient record

20. 17 or 18 or 19

21. Prescribed

22. Prescribing

23. Prescription

24. 21 or 22 or 23

25. Education/

26. Clinical education/

27. Training/

28. Course

29. Competence/

30. Medical education/

31. Clinical competence/

32. Competence assessment

33. Prescriber training

34. Prescriber assessment

35. 25 or 26 or 27 or 28 or 29 or 30 or 31 or 32 or 33 or 34

36. 11 or 16 or 20

37. 35 and 36

38. 24 and 37 for embase to refine search due to high number of returns

39. Limit to English language

40. Education, Distance

41. Distance Learning

42. Education, non-traditional (CINAHL only)

43. 40 or 41 (or 42)

44. 36 and 43

37

Appendix 1: Articles included and excluded following review of abstract: Any Training

Number Paper

(Author,

Year)

Title Database Study Type Country Inclusion

after Review

of Abstract

Justification

for

Exclusion

Inclusion

After

Review of

Full Text

Justification

for

Exclusion

1 Avery AJ,

2014

Research

into practice:

Safe

prescribing.

Embase Report

Summary

UK No Primary care

Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

2 Baysari MT,

2012

Understandin

g doctors'

perceptions

of their

prescribing

competency

and the value

they ascribe

to an

electronic

prescribing

system.

Medline

Embase

Qualitative Australia No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

38

3 English t,

2010

Obstacles to

Rolling Out

an EMR in a

Residency.

Embase No Non-

hospital

setting

Lack of focus

on training

and

competency

on an

electronic

prescribing

system

-

4 Haffey F,

2014

Smartphone

apps to

support

hospital

prescribing

and

pharmacolog

y education:

A review of

current

provision.

Embase UK No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

5 Kamerow D,

2010

What i learnt

from mom.

Embase Viewpoint US No Lack of

relevance

-

39

6 Kaur D, 2015 E learning:

Moving

towards a

technological

ly advanced

and

progressive

psychiatry!.

Embase Conference;

workshop

India No Lack of focus

on training

and

competency

on an

electronic

prescribing

system

-

7 Larson KA,

2004

Reducing

medication

errors in a

surgical

residency

training

program.

Embase

Medline

Qualitative US No Hospital not

using EP, not

relevant to

training/

prescribing

competency

-

8 Miller A S,

2003

The training

process (Part

1).

Embase No Unable to

access

-

9 Ross S, 2012 Prescribing

and the core

curriculum

for

tomorrow's

Embase Review UK No Lack of

relevance for

qualified

prescribers

and

-

40

doctors: BPS

curriculum in

clinical

pharmacolog

y and

prescribing

for medical

students.

electronic

systems

10 Adibe BA,

2010

Electronic

health

records:

potential to

transform

medical

education.

Medline Supplementa

ry piece,

commentary

US No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

11 Bloice MD,

2014

Casebook: a

virtual

patient iPad

application

for teaching

decision-

making

through the

use of

electronic

health

records.

Medline Learning

Tool

Developmen

t

Austria No Lack of focus

on training

and

competency

on an

electronic

prescribing

system

-

12 Chi J, 2014 Clinical Medline Opinion US No Lack of -

41

education

and the

electronic

health

record: the

flipped

patient.

CINAHL piece. focus on

training and

competency

on an

electronic

prescribing

system

13 Elliott K,

2011

A student-

centred

electronic

health record

system for

clinical

education.

Medline Qualitative Australia No Lack of

relevance for

qualified

doctors

Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

14 Han H, 2013 Writing and

reading in

the

electronic

health

record: an

entirely new

world.

Medline Qualitative US No Lack of focus

on training

and

competency

on an

electronic

prescribing

system

-

42

15 Hart J, 2010 University of

Arkansas for

Medical

Sciences

electronic

health

record and

medical

informatics

training for

undergradua

te health

professionals

.

Medline

CINAHL

Report US No Lack of

relevance for

qualified

doctors/

prescribers

-

16 Keenan CR,

2006

Electronic

medical

records and

their impact

on resident

and medical

student

education.

Medline Literature

Review

US No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

17 Knight AM,

2012

The effect of

computerised

provider

order entry

on medical

student’s

Medline Comparative

study

US No Lack of

relevance for

qualified

doctors

-

43

ability to

write orders.

18 Knight AM,

2007

The good

news about

CPOE and

medical

student

ordering

ability.

Medline Comparative

study

US No Lack of

relevance for

qualified

doctors

-

19

Kushniruk

AW, 209

Bringing

electronic

patient

records into

health

professional

education:

towards an

integrative

framework.

Medline Educational

tool

development

Canada Yes - -

20 Morrison F,

2011

Developing

an online

and in-

person HIT

workforce

training

program

using a

team-based

learning

Medline Qualitative US No Lack of focus

on training

and

competency

on an

electronic

prescribing

system

-

44

approach.

21 Moser S E,

2010

Precepting

medical

students in

the era of

EHRs.

Medline Report US No Lack of

relevance for

qualified

prescribers

-

22 Pageler N M,

2013

Refocusing

medical

education in

the EMR era.

Medline Viewpoint US No Lack of focus

on training

and

competency

on an

electronic

prescribing

system

(focus on

EMR)

-

23 Pippitt K,

20113

Medical

student

education in

the EMR era

requires

access to the

EMR.

Medline Comment;

letter

US No Lack of

relevance for

qualified

doctors

Lack of

focus on

training and

competency

-

45

on an

electronic

prescribing

system

24 Reis S, 2013 The impact

of residents'

training in

Electronic

Medical

Record

(EMR) use

on their

competence:

report of a

pragmatic

trial.

Medline

CINAHL

Comparative

study

Israel No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

25 Schenarts PJ,

2012

Educational

impact of the

electronic

medical

record

[Review]

Medline Literature

Review

UK No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

-

26 Schifferdeck

er KE, 2012

Adoption of

computer-

assisted

learning in

medical

education:

the

educators'

Medline Mixed

Methods

UK No Lack of

relevance for

qualified

prescribers.

-

46

perspective.

27 Maxwell S,

2012

e-Learning

initiatives to

support

prescribing.

Embase Review UK Yes

No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

28 Tierney MJ,

2013

Medical

education in

the electronic

medical

record

(EMR) era:

benefits,

challenges,

and future

directions.

Medline

Perspective

piece

US Yes

No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

29 Ellaway RH,

2013

Medical

education in

an electronic

health

record-

mediated

world.

Medline Thematic

analysis

Canada Yes No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

30 Ayoub N,

2014

Developing

competency

through

webinar to

Embase Conference;

training

service

Pakistan;

Tanzania

Yes

47

establish

oncology

pharmacy

services at

the Aga Khan

Hospital Dar-

es-Salaam

Tanzania.

development

31 Foster S,

2011

Competency

based

training

program for

electronic

prescribing

improves

patient

safety.

Embase Evaluation of

training

program

(Conference

Abstract)

UK Yes

32 Borycki EM,

2009

The

University of

Victoria

Interdisciplin

ary

Electronic

Health

Record

Educational

Portal.

Medline Development

of

educational

portal for

EHRs

Canada Yes

33 Bredfeldt

CE; 2013

Training

providers:

beyond the

Medline Mixed

methods

US Yes Training

offered to

users of an

48

basics of

Electronic

health

records.

EHR, which

included

order entry

34 Jimenez, A

2010

E-learning

supports

EHR

implementati

ons. In

addition to

meaningful

use, we need

to define

meaningful

training

Review of

References

Viewpoint US Yes Yes

34 Baillie, L et

al., 2013

A survey of

student

nurses’ and

midwives’

experiences

of learning to

use

electronic

health record

systems in

practice.

CINAHL Quantitative

(questionnair

es) and

Qualitative

(focus group)

UK No Non-

prescribers

Undergradua

te level

35 Pattillo, R Cleveland

Clinic leads

the way in

electronic

medical

record

CINAHL Issue Brief US Yes No Lack of

qualified

doctor/

prescriber

relevance.

49

training

36 Ornes LL

and Gassert

C, 2007

Computer

competencies

in a BSN

program

CINAHL Report of

curriculum

evaluation

US No Lack of

qualified,

prescriber

relevance.

37 Liaw, ST et

al., 2000

Computer

education:

don’t forget

the older

GPs.

CINAHL Quantitative

evaluation

Australia No Primary care

38 Wong, B et

al., 2012

Computerise

d provider

order entry

and

residency

education in

an academic

medical

centre.

CINAHL Qualitative Canada No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

39 Sanchez-

Mendiola, M

et al., 2013

Development

and

implementati

on of a

biomedical

informatics

course for

medical

students:

challenges of

a large-scale

blended-

learning

CINAHL Curriculum

development

Mexico No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

50

program.

40 Warboys, I et

al., 2014

Electronic

Medical

Records in

Clinical

Teaching

CINAHL Evaluation US No Lack of

relevance to

qualified

prescriber

training

41 Shachak, A

et al., 2012

End-user

support for a

primary care

electronic

medical

record; a

qualitative

case study of

a vendor’s

perspective

CINAHL Qualitative Canada No Primary care

setting

42 Hoyt, R et

al., 2013

Evaluating

the Usability

of a Free

Electronic

Health

Record

Training

CINAHL Quantitative

and

Qualitative

US Yes No Lack of

qualified

prescriber

training

relevance.

43 Byrne, M D,

2012

Informatics

Competence

in the EHR

Era…

‘electronic

health

record’.

CINAHL Opinion

piece

US No Lack of

qualified

prescriber

training

relevance

44 Hart MD Informatics

competency

CINAHL Systematic

Review

US No Lack of

relevance for

51

and

development

within the

US nursing

population

workforce: a

systematic

literature

review

training of

qualified

prescribers

45 Edwards, G,

2012

Innovative

health

information

technology

training:

exploring

blended

learning.

CINAHL Mixed

Methods

US Yes No Lack of

prescriber

training

relevance

46 Price. D et

al., 2009

Interprofessi

onal

education in

academic

family

medicine

teaching

units: a

functional

program and

culture

CINAHL Report on

interprofessi

onal practice

experience

Canada No Lack of

prescriber

training/

relevance.

Primary care

setting

47 Laramee. A

S et al., 2011

Learning

from within

to ensure a

successful

CINAHL Qualitative Canada Yes - No Lack of

focus on

training and

competency

52

implementati

on of an

electronic

health

record.

on an

electronic

prescribing

system (Not

clear if EHR

included

electronic

prescribing)

48 Turner. M P.,

2010

Stratifying

computer

literacy; a

competency

measurement

strategy

CINAHL Report US No Lack of

relevance to

prescriber

training

49 Gomes. A

W., 2013

Strengthenin

g Our

Collaboratio

ns: Building

an Electronic

Health

Record

Educational

Module

CINAHL Report of

module

development

US No Lack of

relevance to

qualified

prescribers.

50 Kassum. D

and Peloso.

E., 2009

Targeting

adoption,

training and

device

deployment

strategies.

CINAHL Quantitative

evaluation

US No Lack of

qualified

prescriber

training

relevance

51 Robertson.

M and

Callen. J.,

The

education

needs of

CINAHL Quantitative Australia No Lack of

qualified

prescriber

53

2003. health

information

managers in

an electronic

environment:

what

information

technology

and health

informatics

skills and

knowledge

are required.

training

relevance

52 Janssen. D

G., 2011

The effect of

nursing

leadership

and teaching

methodologi

es on the

level of

adoption on

an electronic

health record

(EHR)

implementati

on

CINAHL Quantitative US No Lack of

qualified

prescriber

training

relevance

53 Schumacher.

D., 2010

The

electronic

medical

record and

clinical

nursing

CINAHL Report of

challenges

when

educating

nursing

student and

US No Lack of

qualified

prescriber

training

relevance.

54

student

instruction:

tips and

tricks for

success.

faculty about

updates to

the EMR.

54 Ross. C and

Banchy. P.,

2007

The key to

CPOE:

thoughtful

planning,

flexible

training and

strong staff

involvement

leads to a

successful

CPOE

implementati

on.

CINAHL Case history

of

implementati

on

US Yes Yes

55 McCain. C

L., 2008

The right

mix to

support

electronic

medical

record

training:

classroom

computer-

based

training and

blended

learning.

CINAHL Lessons

learnt from

training

strategy

US Yes No Lack of

focus on

training and

competency

on an

electronic

prescribing

system (not

clear if EHR

includes

electronic

prescribing)

56 Aleem. S, Translating CINAHL Project US No Lack of

55

2013 10 Lessons

from Lean

Six Sigma

Project in

Paper-Based

Training Site

to Electronic

Health

Record-

Based

Primary Care

Practice:

Challenges

and

Opportunitie

s.

Report qualified

prescriber

training/relev

ance

Primary Care

57 Ulicny. M P.,

2011

Using an

Electronic

Health

Record in an

Introduction

to

Professional

Nursing

Course

CINAHL Abstract of

nurse

training

approach.

US No Lack of

qualified

doctor/

prescriber

training

relevance.

58 Wolf MS,

2013

Shifting

upstream:

Efficacy trial

of a low

literacy,

EMR

medication

Embase Conference US No Lack of

prescriber

training

relevance.

56

education

strategy.

Appendix 2: Articles included and excluded following review of abstract: Online Training

Number Paper

(Author,

Year)

Title Database Study Type Country Inclusion

after Review

of Abstract

Justification

for

exclusion

Inclusion

After

Review of

Full Text

Justification

for

exclusion

1 Borycki EM,

2009

From prototype

to production:

lessons learned

from the

evolution of an

EHR

educational

portal

Medline Development

of

educational

portal for

EHRs

Canada Yes Yes

2 Jimenez, A

2010

E-learning

supports EHR

Medline Viewpoint US Yes Yes

57

implementation

s. In addition to

meaningful use,

we need to

define

meaningful

training

3 McKinney,

M 2012

Docs helping

docs embrace

IT; organization

uses online

tools to promote

value of the

technology

Medline Project

Report

US N/A (no

abstract)

N/A no

abstract)

No Lack of

prescriber

training/

competence

relevance

4 Topaz M,

2013

Educating

clinicians on

new elements

incorporated

into the

electronic

health record;

theories,

evidence and

one educational

project

Medline Training

program

development

US Yes - No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

5 McCullagh

P, 2001

Student-

centered

distance

learning in

health and

medical

informatics

Embase Conference

Poster

UK No Lack of

focus on

training and

competency

on an

electronic

prescribing

58

system

6 Masic I,

2013

The history and

new trends of

medical

informatics

Embase Review Bosnia and

Herzegovina

No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

7 McGuire MJ,

2013

Evolution of an

internet-based

quality focused

medical

education

process in an

ambulatory care

organization

Embase Conference

Abstract

US No Lack of

focus on

training and

competency

on an

electronic

prescribing

system

8 Ayoub N,

2014

Developing

competency

through webinar

to establish

oncology

pharmacy

services at the

Aga Khan

Hospital Dar –

es-Salaam

Tanzania

Embase Conference;

training

service

development

Pakistan;

Tanzania

Yes Yes

9 Welton. N.,

2010

The University

of Washington

electronic

medical record

CINAHL US Report on

development

of

educational

No Lack of

qualified

prescriber

training

59

experience. resources. relevance

60

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8. Noblin A, Cortelyou-Ward K, Cantiello J, Breyer T, Oliveira L, Dangiolo M,

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15. Ayoub N, Sheikh AL, Ahsan S, Zaheer F. Developing competency through

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16. Borycki EM, Armstrong B, Kushniruk AW. From Prototype to Production:

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62

Outcome 4: The common prescribing errors made when using

electronic systems.

Aim: To describe the common prescribing errors made when using

ePrescribing systems

METHODS

A literature search was performed in Medline (OVID) and Embase (OVID) to

identify publications related to prescribing errors associated with ePrescribing. This review

considered all types of studies published since 2004. Only papers published in English were

included. MeSH terms and key word related to ‘electronic prescribing’, and errors (See Table

1) were used, using ‘AND’ ‘OR’ Boolean operators. Further publications identified from key

experts in the field were also reviewed. The search returned over 2000 publications. This

review intends to provide a summary of selected papers, which describe the common

prescribing errors encountered with ePrescribing systems and the stages in the prescribing

process at which they occur.

RESULTS

There is strong evidence to support the use of ePrescribing, which has been

associated with reduced medication errors (1, 2) increased prescription legibility and

completeness,(3) improved patient safety, patient care and healthcare costs.(4-6) However

there have also been reports that ePrescribing has contributed to some new types of errors.(7,

8)

Selecting the Wrong Patient

Prescribing medicines for the wrong patient can have significant consequences for

patient safety.(9) ePrescribing has been associated with wrong patient selection errors by five

main mechanisms. Firstly, selection errors from patient lists have been described in the

63

literature,(7, 8, 10, 11) especially with the use of long dense lists of patient names, for

example an entire ward,(8) and use of an alphabetical patient list, which could contribute to

juxtaposition errors if patient names look, sound or indeed are the same. This is further

compounded by the use of busy and fragmented computer ordering displays, where clinicians

must prescribe from or use multiple systems,(12) which in turn can disrupt workflow.(13)

Thirdly, Campbell et al. commented on the possibility of accidentally prescribing medicines

for a test patient, thus withholding drugs from an actual patient; however this is only likely to

occur if the test patient name was not clearly distinguishable from real patients names e.g.

‘ZZZTestJohnSmithZZ.(8) Fourthly, Savage et al. encountered junior doctor reports of

patient selection ‘near-misses’ due to remote prescribing, thus removing the need to visit a

patient’s bedside.(10) Finally, unclear logging in and off processes may result in clinicians

working under a different log in (previous user did not log off) and inadvertently prescribing

inappropriate medicines for a particular patient and possibly fail to prescribe required

treatments for others.(7)

Selecting the Wrong Drug

Erroneous selection

Incidents of prescribers inadvertently picking the wrong drug have been widely reported.(7,

10, 13-22) Certain features of the list are likely to increase the likelihood of these errors

occurring. For example, an alphabetical drug list that does not distinguish between ‘look-

alike, sound-alike’ medicines e.g., ventavis and ventolin(23) led to the selection of Ventavis

(iloprost) instead of Ventolin (salbutamol).(23) Similarly Westbrook et al. revealed that

methylprednisolone acetate (a drug which should not be administered intravenously) was

selected instead of methylprednisolone sodium succinate for intravenous administration; this

error occurred despite the use of a warning alert.(14) Additionally, Koppel et al. highlighted

an issue of ePrescribing design, which may require accessing multiple screens in order to

view all of a patient’s medicines, thus increasing confusion and likelihood of making a

selection error.(7) It is also important to be aware of auto-complete functions, whereby the

computer suggests a drug based on the first few letters entered, which may also lead to

clinicians inadvertently prescribing the wrong drug; this error may not be noticed until a later

date.(24)

Inappropriate drug choice

64

Inappropriate drug errors is a term used here to describe instances where a drug that is not

clinically appropriate for a patient, due to concomitant medications, contraindications or lack

of suitable indication, has been prescribed; and also instances when drugs which may be

clinically appropriate but are not the preferred option have been prescribed. The literature

outlines some examples of how these prescribing errors are facilitated through the use of

ePrescribing. Firstly, the use of order-sets,(13) which include a pre-determined selection of

drugs for an indication, may unintentionally result in contraindicated drugs being prescribed.

Savage et al. describes the example of a non-steroidal analgesic being unintentionally

prescribed to a patient with a history of asthma, as it was ‘hidden’ within an order set.(10)

Walsh et al. also identified a case where an order set for infants, which included vaccinations,

resulted in premature infants receiving a hepatitis B vaccine too early.(11) It is unlikely that

order-sets will be specific to individual patients and may include multiple inappropriate

drugs, therefore it is important that prescribers are aware of system limitations. When using

order sets, clinicians may be given the option to ‘select all’ or ‘deselect all’ which increases

the likelihood of prescribing items that they previously may not have considered.

Furthermore, as with other forms of prescribing error, the prescriber may not be aware of any

issues with the prescription due to gaps in clinical knowledge.(13) Depending on the level of

clinical decision support active within an ePrescribing system, alerts may recommend that

clinicians prescribe certain treatments, which are not appropriate due to stocking problems or

perhaps are not on the hospital formulary.(24) This could delay appropriate treatments, that

are available, reaching the patient if the prescriber is not aware of this issue.

Wrong Dose Errors

Wrong Dose Selection

Studies have described dosage errors occurring with the use of an ePrescribing system.(4, 7,

8, 14, 16) Dosage errors are commonly attributed to selection or scrolling errors from a drop

down menu, which results in an inappropriate dosage, listed close to the correct dose, being

prescribed erroneously.(7, 8, 10, 20, 25) For example, Shulman et al. reported a potentially

fatal error that occurred when the dose of diamorphine was prescribed using a drop down

menu at 7mg/kg instead of 7mg, which could have resulted in a 70 times overdose.(20) It was

unclear whether “7mg” was actually listed as an option for the prescriber to select in this case.

Other studies have also demonstrated the inappropriate use of a ‘standard’ dose when a non-

standard dose was required.(16, 21, 23, 25) It has been posed that clinicians use the pre-

defined dosage list as a prescribing guide, from which a typical dose can be selected.

65

However, in reality the dosage list may be based on an inventory list of available strengths of

a drug formulation, which may be misleading.(7, 21) Similarly, dosage lists which are not

comprehensive, for example a lack of non-standard doses, may require clinicians to complete

a ‘free-text’ order, which are associated with specific errors themselves and likely bypass

clinical decision support checks.(18) Instances of clinicians failing to document a maximum

daily dose have also been reported; this is particularly critical when two forms of the same

drug have been prescribed to aid administration flexibility.(10) Finally, Walsh et al. described

computer typographical errors occurring for example, ibuprofen was prescribed as 5mg rather

than 50mg.(11)

Duplicate Dose

Duplicate dose errors describe occasions where the same drug is prescribed more than once.

This may occur when drugs are prescribed by different routes of administration, two or more

medicines are prescribed which contain the same drug (e.g. combination drug products), and

human oversight. Such errors have been commonly documented.(4, 7, 11, 13, 14, 17) Koppel

et al. explains how such errors may be facilitated by ePrescribing, when a clinician modifies

an existing order or generates a new prescription without discontinuing the original order,

thus duplicate orders remain active and could potentially be given inappropriately.(7) Other

studies have also suggested that clinicians failing to discontinue drugs that are no longer

needed may also contribute to duplicate dose errors.(22) A typical example is when an

intravenous form of a medicine (e.g. with antibiotics and steroids) is initially used and then

stepped down to oral.(23) Duplication errors may also be due to inflexible ordering or

improper use of the system, which results in clinicians generating multiple prescriptions of

the same drug via different routes, if they want to provide nurses with administration

options.(11, 18) Campbell et al. observed an increased likelihood of duplicate doses when

prescribing remotely on an electronic system.(8) Fragmented order screens, which do not

easily allow clinicians to view all active medicines at once, may contribute to the occurrence

of duplicate dose prescribing errors. In particular, a systematic review of thirteen papers

found three studies that identified an increase in duplicate prescriptions following

ePrescribing implementation, citing poor system design such as not being able to display

STAT and PRN orders simultaneously.(25)

Finally, clinicians may also unintentionally prescribe duplicate doses when using the free-text

comment box.(18) Free-text comment boxes within an ePrescribing system are an important

mechanism to allow clinicians to add supporting information and aid communication. For

66

example, dosage lists which lack non-standard doses, may require clinicians to complete a

‘free-text’ order in order to request that dose.(18) This method avoids the inflexibility of

structured orders from drop down menus or pre-defined order sentences. However,

discrepancies have been identified between structured orders and the accompanying free-text

comments.(14, 21, 22, 26) A concern with overusing the free-text comment box is that the

computer is unable to perform safety checks on un-coded data (i.e. not using the drop down

menus) therefore errors may be missed.(21, 27) Use of free-text has been mostly associated

with orders for complex drug regimens such as variable doses or frequencies for example and

possibly also for high risk drugs such as warfarin, insulin and digoxin.(26)

Selecting the Wrong Formulation, Strength and Route

Wrong Strength

Selection of the wrong strength of a formulation (e.g., 50mg) or the wrong units (e.g., mg

instead of mcg) has also been identified.(11, 14) Examples include selecting 50mg

cyclosporine capsules for a dose of 75mg, thus a sub-therapeutic dose may be given and/or, if

picked up, additional clinician time may be needed to rectify the discrepancy.(14) The wrong

strength units of a medicine being selected from a drop down menu, for example selecting

‘900g’ instead of ‘900mg’ of ceftriaxone.(11) Often these faults are intercepted by nurses

when they encounter difficulties administering the dose. However errors encountered by

inexperienced staff or prescriptions for less commonly used drugs may not be so easily

detected.

Wrong Formulation

Selection of the wrong formulation, primarily from drop down menus, has also been

highlighted in the literature.(10, 14, 19, 20, 22, 25, 28) Schulman et al. identified a

prescription for non-liposomal amphotericin 180mg (injection) once daily when the liposomal

formulation was intended. The doses of these two formulations are not considered

interchangeable and this could have led to unnecessary side effects.(20) Errors have also been

made by selecting an available order sentence but failing to correctly change all parameters

such as formulation.(14)

Route Errors

Examples of clinicians prescribing the wrong route of administration on ePrescribing systems

can also be found.(4, 7, 11, 14, 17) This has typically been associated again with selection

67

errors from a drop-down menu.(7) For example ceftriaxone was ordered ‘Intraperitoneal (IP)’

rather than ‘Intravenous (IV)’,(11) salbutamol as an IV injection when the correct route was

inhalation,(14) pantoprazole to be given intra-articularly when the desired route was IV

infusion. (14) The latter two examples were linked to either the erroneous editing or

construction of order sentences. Cho et al. found that the route of administration was

frequently omitted, possibly due to clinicians taking shortcuts when prescribing or assuming

the route was self-explanatory, thus resulting in possible incorrect or default selections.(17)

Missing information can lead to confusion and mistakes occurring (17) and delays in patients

receiving a medicine, while additional explanation is sought. Bates et al. discovered errors

associated with improper use of the multiple routes option. To enable flexibility of

administration choices, clinicians would prescribe multiple routes of the same medicine; this,

in turn, lead to instances of inappropriate doses being prescribed for certain routes or

inappropriate routes for certain drugs were encountered.(4)

Frequency and Timing Errors

Timing errors can lead to unnecessary delays of a medicine, potential overdose and

insufficient administration guidance to patients or clinical staff. Such errors were commonly

encountered in a large study which explored incident reports associated with the use of

computerised order entry system. Missing or incorrect directions/ patient instructions, wrong

time selected and discontinuation issues were among the top 25 most frequent examples of

errors.(13) As with other types of prescribing errors, miss-selection from down drop-down

menus may contribute to the likelihood of clinicians selecting the wrong time or frequency of

a medicine.(19, 22, 25) Further prescribing issues have been attributed to prescribers failing

to adjust default dosage times, which are used within a system; for example systems may

generate specific administration times which clinicians may not be aware of and inadvertently

prescribe medicines at an inappropriate time.(14) Westbrook et al. described how the default

dosing time set for an antibiotic drug was 8am, and an order made at 3pm, unless changed,

would then default to 8am (first dose) the following day resulting in an unnecessary delay in

the administration of a potentially critical medicine.(14) Similar errors were also identified by

Koppel et al, who described ‘late in the day orders’ (e.g., an order made after midnight

prescribed to start ‘tomorrow’), which the clinician is intending the patient to actually receive

later that morning, may actually be delayed for an additional 24 hours.(7) Inflexible ordering

systems also made it difficult to order certain drugs with variable dosing schedules or have

non-standard dosage times for parkinson’s disease treatments(10) or tapering dosage regimes

for prednisolone.(21) This may then lead to a high number of error prone free-text orders as

68

prescribers try to work around the restrictive ordering process,(21, 29) as well as

inconsistencies between the selected administration times and the desired frequency, detailed

in the free-text comment box.

Miscellaneous Errors

These errors are more operational and therefore have been classified separately.

Cancellations of medicines

There have been instances of medicines being automatically cancelled when a patient is

transferred from one clinical area to another.(7, 8) This depends on the interoperability,

specific hospital protocols and extent of ePrescribing in place within an organisation, but can

have clear implications for patient care, particularly if clinicians are not aware that medicines

will be discontinued once they leave a particular clinical area. Koppel et al. also described

failures in the review of antibiotic therapy and gaps in treatment, possibly due in part to the

loss of paper based reminding mechanisms (such as re-approval stickers to indicate an

antibiotic review date).(7)

System Access and Prescribing Rights

Redwood et al. highlighted incidents where clinicians lacking certain access rights and

prevented them from prescribing a medicine for a patient; this ultimately resulted in the

patient missing a dose due to system restrictions.(27) Shulman et al. also found several

instances of orders, which were missing a prescriber’s signature but still administered.

Although the potential of such an error to have an impact on patient safety is relatively low, it

does expose the practice of administering medicines in the absence of a legal signature. It

should however be noted that the computer system did keep a record of the prescriber despite

the signature not being physically present.(20)

Paper Persistence Errors

The use of paper and electronic systems in tandem has been attributed to near misses and the

increased potential for errors.(8, 10, 27) A significant concern is that information is not

documented consistently or that there are delays in entering paper based information into an

electronic form. This could then potentially lead to omission or duplicate doses being

administered if clinicians are not aware of medicines the patient has previously received.(10,

69

27) Cresswell et al. identified instances where clinicians would make notes on paper and then

enter the information onto the system in batches, and as a result information was not always

kept up to date.(18)

Overdependence

A recognised issue of ePrescribing systems is that prescribers may develop an over

dependence on the system when prescribing.(8, 23, 30) Campbell et al. for example highlights

how prolonged use of an ePrescribing system may result in difficulties carrying out processes

manually during inevitable system-downtime. Additionally, clinicians may become de-skilled

in certain areas, for example remembering standard doses or contraindications if this

information is always automatically provided to them.(8) Furthermore, there are risks if the

information within the system such as dosage recommendations or drug interaction warnings

are outdated or incorrect and inadvertently leads to clinicians following erroneous

recommendations,(8) particularly if there are gaps in clinical knowledge.

CONCLUSION

This short review outlines some of the main prescribing errors that occur, which are

particularly associated with the use of ePrescribing systems. It should be noted that many

issues for example, wrong dosage, prescribing for the wrong patient and importantly lack of

clinical knowledge may also occur with handwritten prescriptions, although the mechanisms

by which these errors occur may differ. Prescriber training surrounding proper use and the

vulnerabilities of systems is therefore required to safeguard against prescribing errors and

urge caution during use.

70

Appendix 1: Search Terms

Electronic Prescribing Errors

Electronic Prescribing

EP

Computerized Physician Order Entry

Computerized Provider Order Entry

CPOE

Medical Order Entry Systems

Electronic Health Records Decision Support

Systems

Clinical Decision Support

CDS

Decision Support

Decision Making

Medication Error

Drug Error

Unintended Consequence

71

Appendix 2: Search Strategy

1. Electronic Prescribing

2. EP

3. Computerized Physician Order Entry

4. Computerized Provider Order Entry

5. CPOE

6. Medical Order Entry Systems

7. Electronic Health Records Decision Support Systems

8. Clinical Decision Support

9. CDS

10. Decision Support

11. Decision Making

12. Medication Error

13. Drug Error

14. Unintended Consequence

15. 1 or 2 or 3 or 4 or 5 or 6 or 7 or 8 or 9 or 10 or 11

16. 12 or 13 or 14

17. 15 and 16

72

References

1. Bates DW, Leape LL, Cullen DJ, Laird N, Petersen LA, Teich JM, et al.

Effect of computerized physician order entry and a team intervention on prevention of

serious medication errors. JAMA : the journal of the American Medical Association.

1998;280(15):1311-6.

2. Nuckols TK, Smith-Spangler C, Morton SC, Asch SM, Patel VM, Anderson

LJ, et al. The effectiveness of computerized order entry at reducing preventable

adverse drug events and medication errors in hospital settings: A systematic review

and meta-analysis. Systematic Reviews. 2014;3(1).

3. Albarrak AI, Al Rashidi EA, Fatani RK, Al Ageel SI, Mohammed R.

Assessment of legibility and completeness of handwritten and electronic

prescriptions. Saudi Pharmaceutical Journal. 2014;22(6):522-7.

4. Bates DW, Teich JM, Lee J, Seger D, Kuperman GJ, Ma'Luf N, et al. The

impact of computerized physician order entry on medication error prevention.

JAMIA. 1999;6(4):313-21.

5. Garg A, Adhikari N, McDonald H, Rosas-Arellano M, Devereaux P, Beyene

J, et al. Effects of computerized clinical decision support systems on practitioner

performance and patient outcomes. A systematic review. JAMA : the journal of the

American Medical Association. 2005;293:1223 - 38.

6. Kaushal R, Jha AK, Franz C, Glaser J, Shetty KD, Jaggi T, et al. Return on

investment for a computerized physician order entry system. Journal of the American

Medical Informatics Association : JAMIA. 2006;13(3):261-6.

7. Koppel R, Metlay JP, Cohen A, Abaluck B, Localio AR, Kimmel SE, et al.

Role of computerized physician order entry systems in facilitating medication errors.

Journal of the American Medical Association. 2005;293(10):1197-203.

8. Campbell EM, Sittig DF, Ash JS, Guappone KP, Dykstra RH. Types of

unintended consequences related to computerized provider order entry. JAMIA.

2006;13(5):547-56.

9. Adelman JS, Kalkut GE, Schechter CB, Weiss JM, Berger MA, Reissman SH,

et al. Understanding and preventing wrong-patient electronic orders: A randomized

controlled trial. JAMIA. 2013;20(2):305-10.

10. Savage I, Cornford T, Klecun E, Barber N, Clifford S, Franklin BD.

Medication errors with electronic prescribing (eP): Two views of the same picture.

BMC health services research. 2010;10:135.

11. Walsh KE, Adams WG, Bauchner H, Vinci RJ, Chessare JB, Cooper MR, et

al. Medication errors related to computerized order entry for children. Pediatrics.

2006;118(5):1872-9.

12. Sartore ME, Ehman KM, Good CB. The significance of pharmacy

interventions: An updated review in the presence of electronic order entry. American

Journal of Pharmacy Benefits. 2014;6(2):e24-e30.

13. Schiff G, Amato MG, Eguale T, Boehne JJ, Wright A, Koppel R, et al.

Computerised physician order entry-related medication errors: Analysis of reported

errors and vulnerability testing of current systems. BMJ Quality and Safety.

2015;24(4):264-71.

14. Westbrook JI, Baysari MT, Li L, Burke R, Richardson KL, Day RO. The

safety of electronic prescribing: manifestations, mechanisms, and rates of system-

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related errors associated with two commercial systems in hospitals. JAMIA.

2013;20(6):1159-67.

15. Ash JS, Sittig DF, Poon EG, Guappone K, Campbell E, Dykstra RH. The

extent and importance of unintended consequences related to computerized provider

order entry. JAMIA. 2007;14(4):415-23.

16. Bedouch P, Allenet B, Grass A, Labarere J, Brudieu E, Bosson JL, et al. Drug-

related problems in medical wards with a computerized physician order entry system.

Journal of clinical pharmacy and therapeutics. 2009;34(2):187-95.

17. Cho I, Park H, Choi YJ, Hwang MH, Bates DW. Understanding the nature of

medication errors in an ICU with a computerized physician order entry system. Plos

One. 2014;9(12).

18. Cresswell KM, Bates DW, Williams R, Morrison Z, Slee A, Coleman J, et al.

Evaluation of medium-term consequences of implementing commercial computerized

physician order entry and clinical decision support prescribing systems in two 'early

adopter' hospitals. Journal of the American Medical Informatics Association :

JAMIA. 2014;21(e2):e194-202.

19. Donyai P, O'Grady K, Jacklin A, Barber N, Franklin BD. The effects of

electronic prescribing on the quality of prescribing. British Journal of Clinical

Pharmacology. 2008;65(2):230-7.

20. Shulman R, Singer M, Goldstone J, Bellingan G. Medication errors: a

prospective cohort study of hand-written and computerised physician order entry in

the intensive care unit. Crit Care. 2005;9(5):R516-R21.

21. Singh H, Mani S, Espadas D, Petersen N, Franklin V, Petersen LA.

Prescription errors and outcomes related to inconsistent information transmitted

through computerized order entry: a prospective study. Archives of Internal Medicine.

2009;169(10):982-9.

22. Tully MP. Prescribing errors in hospital practice. British Journal of Clinical

Pharmacology. 2012;74(4):668-75.

23. Villamanan E, Larrubia Y, Ruano M, Velez M, Armada E, Herrero A, et al.

Potential medication errors associated with computer prescriber order entry.

International Journal of Clinical Pharmacy. 2013;35(4):577-83.

24. Ash JS, Sittig DF, Campbell EM, Guappone KP, Dykstra RH. Some

unintended consequences of clinical decision support systems. AMIA 2007;Annual

Symposium Proceedings/AMIA Symposium.:26-30.

25. Reckmann MH, Westbrook JI, Koh Y, Lo C, Day RO. Does computerized

provider order entry reduce prescribing errors for hospital inpatients? A systematic

review. JAMIA. 2009;16(5):613-23.

26. Palchuk MB, Fang EA, Cygielnik JM, Labreche M, Shubina M, Ramelson

HZ, et al. An unintended consequence of electronic prescriptions: Prevalence and

impact of internal discrepancies. JAMIA. 2010;17(4):472-6.

27. Redwood S, Rajakumar A, Hodson J, Coleman JJ. Does the implementation of

an electronic prescribing system create unintended medication errors? A study of the

sociotechnical context through the analysis of reported medication incidents. BMC

medical informatics and decision making. 2011;11:29.

28. Joy A, Davis J, Cardona J. Effect of computerized provider order entry on rate

of medication errors in a community hospital setting. Hospital Pharmacy.

2012;47(9):693-9.

29. Turchin A, Shubina M, Goldberg S. Unexpected effects of unintended

consequences: EMR prescription discrepancies and hemorrhage in patients on

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warfarin. Amia 2011;Annual Symposium proceedings / AMIA Symposium. AMIA

Symposium. 2011:1412-7.

30. Ranji SR, Rennke S, Wachter RM. Computerised provider order entry

combined with clinical decision support systems to improve medication safety: A

narrative review. BMJ Quality and Safety. 2014;23(9):773-80.

75

Outcome 5: Describe any variations in error rates associated

with specific electronic systems

Aim: To describe any variation(s) in error rates associated with

specific ePrescribing systems

METHODS

We conducted a literature search in Medline (OVID) and Embase (OVID) databases

to identify papers that reported prescribing error rates from studies carried out in UK

hospitals.

This review considered all date ranges within the chosen databases. MeSH terms and

key word related to ‘electronic prescribing’, and ‘error rates’ (table 1) were used,

using ‘AND’ ‘OR’ Boolean operators. Titles and abstracts were initially reviewed,

followed by the full text (table 2). We were overly inclusive at each stage of

reviewing titles and abstracts; if it was not clear from the abstract where the study

took place or the system used, the full text was referred to. Reference lists of included

publications were also examined. Relevant systematic reviews were identified from

review of abstracts, their references were also checked.

Inclusion and Exclusion Criteria

Our inclusion criteria were as follows:

● Studies which discussed prescribing error rates; and

● Studies on ePrescribing systems that had been implemented; and

● Studies conducted in the U.K. hospital setting; and

● Studies that provided the brand name of their commercial ePrescribing system;

and

● Studies published in English.

76

Commentaries, viewpoint articles, editorials, letters and papers, were excluded. See

appendix 1 for a list of publications included and included following review of titles.

Figure 1: Search Strategy Diagram

Total articles idetified (N=2424)

(Embase 1419, Medline 1005,

Total articles included (N=14)

Excluded based on title (N=2055)

Excluded based on abstract (N=132)

Removal of duplicates

(N=171)

Excluded based on full text (N=58)

Studies identified from review of systematc

reviews (N=6)

77

RESULTS

A total of 2,424 papers were retrieved from the database search, and a further six from

review of the references of systematic reviews published in this area. There were 11

full papers and three abstracts included in this review.

Five studies were conducted on a surgical ward, one on a medical ward and two

studies across a mixture of clinical areas. Two further studies took place in a critical

or intensive care setting; one study in oncology and three studies explored errors rates

in the paediatric population.

The results of each study, which specifically discuss prescribing error rates, will be

described and compared according to the clinical area in which the study took place.

For details of other findings reported in the included publications that were beyond

the remit of this review, for example administration errors, changes in time taken to

complete tasks and a summary of the study, please see appendix 2.

Surgery

Five studies were conducted in a surgical setting. Three studies describe error rates on

a 28-bed surgical ward in a London teaching hospital.(1-3) The ServeRx V.1:13

MDG Medical, Israel system was in use. A fourth study was conducted on a 36-bed

orthopaedic ward in a 350-bed hospital, using the Pharmakon UK system.(4) The

final study by Mitchell et al. was conducted across surgical wards, theatres and

recovery, in a Bristol teaching hospital, using the Clinical Manager system.(5)

All studies demonstrated a decrease in prescribing errors following implementation of

an ePrescribing system. The ServeRx system was associated with a significant

reduction in the prescribing error rate from between 3.8% to 2.0% (absolute reduction

of 1.8%) in the papers by Dean-Franklin et al. and Donyai et al. Both studies used a

prospective, before and after study design, and report on the same data set.(2, 3) A

second study by Dean-Franklin’s, which used a variety of methods to identify

prescribing errors pre and post implementation, demonstrated a combined reduction

from 10.7% to 7.9% when all methods of data collection were considered.(1) There

was no change to the mean severity of errors following implementation of the

78

ePrescribing system in the papers by Dean-Franklin and Donyai.(2, 3) Donyai et al.

reported that the rate of pharmacist clinical interventions also decreased following

implementation of the ServeRx system from 3% of all orders to 1.9% post-

ePrescribing (RR reduction of 1.1%).(3) Mitchell et al.’s study reported an average

prescribing error rate of 2.9% (143 out of 4927 prescriptions). Only minimal clinical

decision support was in place such as pick lists and order sets, consequently some

prescribing errors for example wrong formulation and wrong dose were recorded

post-implementation.(5) The study by Fowlie et al. is only available in abstract form

and provides minimal information about the methods used. They observed a

significant change in prescribing errors and improved conformity to pre-defined

prescribing standards following implementation. However due to lack of exact figures

and differences in study data collection methods, it would not be appropriate to

directly compare these results.(4) All studies are limited by the lack of a control

group, which would have possibly identified other potential causes of changes in error

rates and questionable generalizability as they were only conducted on one ward in

one hospital.

Medical

One study took place in a medical setting. The MediChain system was implemented

on a 33-bed acute medical ward, with a renal sub-speciality and was associated with

improved prescribing and administration in a prospective controlled before and after

study.(6) Pre- implementation error rates between the control and study ward were

similar. The authors revealed that the pharmacist identified errors in 12% of paper

prescriptions, and that 1% of all prescriptions were illegible at the time of

administration. Post implementation the authors found that all prescriptions passed the

clinical screening, 94% with one or no modifications required. All prescriptions were

legible and included a route of administration at the point of administration. However,

end-users found prescribing medicines with variable dose regimens, intravenous

medicines and fluids difficult.(6)

Mixed Clinical Area

79

Two studies took place in more than one clinical area, however both were only

available in abstract format.(7, 8) A study by Riaz et al. compared the type and

severity of prescribing errors between handwritten and hospital discharge

prescriptions by pharmacists from surgical and medical wards which used the JAC

ePrescribing system. There was no difference in reported errors rate pre and post

implementation (8.2% of all prescribed drugs pre and post-ePrescribing). An increase

in the potential severity of errors made using the electronic prescribing system was

also reported (16.1% of errors with the electronic system were classed as serious,

compared to 6.5% of handwritten prescriptions). The study also found changes in the

types of errors that occurred pre and post implementation. For example the rates of

omission of drug therapy and selection of the incorrect formulation increased from

29.4% to 42% and from 6.5% to 9.7% respectively, whereas the rates of missing or

incorrect drug doses or administration times decreased from 13.5% to 1.1% and 9.4%

to 0% respectively.(7) The second study by Marriott et al. compared pharmacist

clinical interventions between two hospitals, one that used a Medical Information

Technology Inc. electronic prescribing system with a hospital operating a traditional

paper-based prescribing system. The authors found that a larger number of clinical

interventions occurred at the ePrescribing site (0.20 interventions/ finished consultant

episode at the electronic site, compared to 0.05 interventions/ finished consultant

episode at the paper-based site). This study also reported substantial differences in the

types of interventions reported at the two sites. The electronic site was associated with

more interventions relating to pharmaceutical care, whereas the non-ePrescribing site

experienced a greater frequency of interventions related to drug choice and

prescribing appropriate therapy.(8) As both studies are only available in abstract

format, it is not possible to ascertain the exact definition of a prescribing error or a

clinical intervention used in either study, or whether the terms used here are

interchangeable. Therefore, it would be inappropriate to directly compare error rates.

Critical Care

Two studies took place in a critical care setting, the first by Evans et al. on a critical

care unit (CCU), which used the Hewlett Packard CareVue system.(9) Shulman et al.

conducted a study on an intensive care unit (ICU),(10) which used the QS 5.6 Clinical

80

Information System. Both studies used a before-after study design with identification

of errors by a clinical pharmacist. Evans et al. reported mixed results; the

introduction of the ePrescribing system was associated with more complete and

legible orders, although the error rate actually increased for IV fluids and infusions

(reduction in percentage of correct entries by 16% and 15.5% respectively).

Additionally, the use of the ePrescribing system appeared to contribute to the

occurrence of unnecessary drug orders due to an increased failure to discontinue both

drugs that were no longer needed (9.1% of errors with handwritten orders and 57% of

errors with the computerised orders) and duplicate drug orders (no cases pre-EP and

11 cases post-EP).(9) Shulman et al., meanwhile reported a significant reduction in

medication errors following implementation of an ePrescribing system, from 6.7% of

all medication orders to 4.8%. Patient outcome scores improved following

implementation of the system, if intercepted and non-intercepted errors were

combined (intercepted errors were scored on the potential outcome, as if the patient

had received the medication). However, this study found that the rates of minor errors

increased, which required additional patient monitoring, and the only instances of

major errors throughout the study period occurred with the ePrescribing system.(10)

The difference in rates between the two studies may reflect the data collection

methods and definitions used; Evans et al. recorded errors using a pre-determined

criteria and Shulman et al. identified errors based on an established definition.(11)

However whilst both studies provide some support to the use of ePrescribing systems,

they also warn of potential issues associated with their use. As with other studies,

both were limited by the lack of control group and potential for generalizability to

other clinical areas.

Oncology

One study by Small et al. evaluated the difference in the type and rate of prescribing

errors for outpatient chemotherapy prescriptions, when using the VARIS MedOnc

prescribing system or a manual Excel spread sheet prescription (a computer generated

template prescription, which requires manual input of data such as dosage

calculations and adjustments).(12) A clinical pharmacist recorded the rate, type of

error and severity of errors made during their normal clinical practice. The authors

81

reported a relative risk reduction of 42% when the ePrescribing system was used.

Handwritten prescriptions were associated with an error rate of 20.4%, compared to

11.4% for electronic prescriptions. Similar to other studies(7, 8) a difference in the

type of errors that occurred following transition to an electronic system was also

observed.(12) Electronic prescribing was associated with fewer instances of wrong

dosage calculation (6.8% to 1.9% post-implementation), and incomplete prescriptions

(21.1% to 3.2% post-implementation) but increased rates of errors associated with

inputting information such as a patient’s height or weight (3.3% to 8.9% post

implementation). The severity of recorded errors also changed. The ePrescribing

system was associated with fewer minor errors (16.5% of computerised errors and

36.6% of spread sheet errors), but more serious errors (41.8% of computerised errors

and 25.2% of spread sheet errors.(12) An increase in the most serious errors has also

been reported in other studies.(7, 10) When comparing the error results from this

study with others, it is important to consider the very specific setting in which this

study was conducted and also that the comparator was a manual excel spread sheet

which is likely to be more highly structured than a traditional paper drug chart.

Paediatrics

Three studies were conducted in the paediatric population. Two separate studies by

Jani et al. took place in a tertiary care hospital, which was using the JAC ePrescribing

system. One of which compared the incidence and severity of dosing errors for renal

inpatient and outpatients and also patients discharged from the urology and renal

wards.(13) The second study aimed to determine the rate and types of prescribing

errors in a paediatric renal outpatient clinic.(14) In both studies a pharmacist recorded

errors as part of their normal clinical practice. A third study by Warrick et al. was

performed on a paediatric intensive care unit (PICU), which was auditing the effect

the Intellivue Clinical Information Portfolio system on prescribing errors and dose

omissions.(15) A pharmacy student or researcher was responsible for data collection.

All three studies carried out a pre-post study design.

82

The results from these three studies suggest that prescribing errors may be reduced

following implementation of an ePrescribing system. Jani et al’s study, which

concentrated on only dosing errors, revealed an overall significant reduction in the

error rate from 2.2% of all prescriptions to 1.2%.(13) A change in the types of errors

was also seen in this study; handwriting and incorrect unit errors were eliminated,

while new errors such as mis-selection from drop down menus were reported.(13)

Potentially serious errors were eliminated in discharge and outpatient prescriptions,

and dosage errors with potentially minor or moderate outcomes were decreased

following implementation from 0.89% to 0.44% of all errors. (13) The second study

by Jani et al., which included all prescribing errors, reported a reduction in the total

prescribing error rate from 77.4% to 4.8% and the number of error-free patient visits

increased from 21% to 90% following implementation.(14) Warrick et al. assessed the

change in prescribing error rate pre-implementation, 1-week post implementation and

again at 6-months post-implementation. A trend towards a reduction in errors was

observed between the first and third period of data collection from 8.8% to 4.6% of

prescriptions. There were also differences in the types of errors reported pre and post

implementation, for example illegibility errors and orders with insufficient

information were eliminated following implementation, while incomplete

prescriptions and errors made during the prescribing decision making process were

increased.(15)

These three studies all lacked the use of a control group and generalizability is limited

to the area in which the study was conducted. Additionally, the study by Warrick et

al. only collected data over three 96-hour periods in each phase, and therefore is

hindered by the small sample size obtained. (15)

SUMMARY

These 14 studies report a prescribing error rate of between 2% (2) and 11.4% (12) in

hospitals using a ePrescribing system. An even lower error rate was reported in a

study by Jani et al of 1.2%, however this study only focused on dosing errors.(13)

Due to the differences in the data collection methods used, the clinical setting and the

levels of system customisation, it was not possible to directly compare the prescribing

error rate associated with specific systems. JAC was the only ePrescribing system in

83

the publications identified, which was evaluated in more than one study; Jani et al

conducted two studies using this system and reported a reduction in prescribing errors

overall and dosing errors specifically in a paediatric population.(13, 14) However,

Riaz et al. also evaluated the implementation of the JAC system in an adult population

but did not find any difference in prescribing error rates post-implementation.(7)

Dean-Franklin et al. found different error rates for the same data set, depending on the

methods used.(1) It is also important to consider the variety of modifications and level

of active clinical decision support functionalities that a single commercial system has,

as this will also have an impact on the error rate and type.(16) The majority of studies

here also referred to error rates following implementation for example, immediately

after the implementation (6) to 17 months post implementation,(14) only Small et al.

reported on results from a system which had been in place for over two years(12) and

therefore the long-term effects of electronic prescribing in UK hospitals are largely

unknown. Moving forward there is a need for further research, which reports on the

error rates of a range of currently available commercial prescribing systems. In

particular studies should aim to include a range of clinical areas and provide

information about the errors rates associated with established systems.

84

Appendix 1: Inclusion and Exclusion of publications from review of abstract and full text.

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

1. Mitchell, D., et al. (2004). "Evaluation and audit of a pilot of electronic prescribing

and drug administration." Journal on Information Technology in Healthcare 2(1): 19-

29.

Yes Yes

2. Franklin, B. D., et al. (2008). "The impact of an electronic prescribing and

administration system on the safety and quality of medication administration."

International Journal of Pharmacy Practice 16(6): 375-379.

No Lack of relevance

for prescribing

errors

3. Franklin, B. D., et al. (2007). "The impact of a closed-loop electronic prescribing

and administration system on prescribing errors, administration errors and staff time:

a before-and-after study." Quality & safety in health care 16(4): 279-284.

Yes Yes

4. Jani, Y. H., et al. (2010). "Paediatric dosing errors before and after electronic

prescribing." Quality & safety in health care 19(4): 337-340.

Yes Yes

5. Jani, Y. H., et al. (2008). "Electronic prescribing reduced prescribing errors in a

pediatric renal outpatient clinic." Journal of Pediatrics 152(2): 214-218.

Yes Yes

85

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

6. Riaz, I. and S. D. Williams (2010). "Impact of a new electronic discharge system on

the prevalence of prescribing errors." International Journal of Pharmacy Practice 18:

22.

Yes Yes

7. Small, M. D. C., et al. (2008). "The impact of computerized prescribing on error rate

in a department of oncology/hematology." Journal of Oncology Pharmacy Practice

14(4): 181-187.

Yes Yes

8. Warrick, C., et al. (2011). "A clinical information system reduces medication errors

in paediatric intensive care." Intensive Care Medicine 37(4): 691-694.

Yes Yes

9. Went, K., et al. (2010). "Reducing prescribing errors: can a well-designed electronic

system help?" Journal of Evaluation in Clinical Practice 16(3): 556-559.

Yes No Internally developed

ICU electronic

prescribing tool (UK)

10. Ammenwerth, E., et al. (2008). "The effect of electronic prescribing on medication

errors and adverse drug events: a systematic review." Journal of the American

Medical Informatics Association 15(5): 585-600.

Yes To review for

additional papers

only.

No

86

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

11. Eslami, S., et al. (2008). "The impact of computerized physician medication order

entry in hospitalized patients--a systematic review." International Journal of Medical

Informatics 77(6): 365-376.

Yes- To review for

additional papers

only

No

12. Lainer, M., et al. (2013). "Information technology interventions to improve

medication safety in primary care: a systematic review." International Journal for

Quality in Health Care 25(5): 590-598.

Yes To review for

additional papers

only

No

13. Eslami, S., et al. (2007). "Evaluation of outpatient computerized physician

medication order entry systems: a systematic review." Journal of the American

Medical Informatics Association 14(4): 400-406.

Yes To review for

additional papers

only

No

14. Radley, D. C., et al. (2013). "Reduction in medication errors in hospitals due to

adoption of computerized provider order entry systems." Journal of the American

Medical Informatics Association 20(3): 470-476.

Yes To review for

additional papers

only

No

15. Shamliyan, T. A., et al. (2008). "Just what the doctor ordered. Review of the

evidence of the impact of computerized physician order entry system on medication

errors." Health Services Research 43(1 Pt 1): 32-53.

Yes To review for

additional papers

only

No

87

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

16. Kaushal, R., et al. (2003). "Effects of computerized physician order entry and

clinical decision support systems on medication safety: a systematic review."

Archives of Internal Medicine 163(12): 1409-1416.

Yes To review for

additional papers

only

No

17. Reckmann, M. H., et al. (2009). "Does computerized provider order entry reduce

prescribing errors for hospital inpatients? A systematic review." Journal of the

American Medical Informatics Association 16(5): 613-623.

Yes To review for

additional papers

only

No

18. Georgio STUDY OBJECTIVE: We undertake a systematic review of the

quantitative literature related to the effect of computerized provider order entry

systems in the emergency department (ED).

Yes To review for

additional papers

only

No

19. Nuckols, T. K., et al. (2014). "The effectiveness of computerized order entry at

reducing preventable adverse drug events and medication errors in hospital settings:

A systematic review and meta-analysis." Systematic Reviews 3(1).

Yes To review for

additional papers

only

No

20. Franklin, B. D., et al. (2009). "Methodological variability in detecting prescribing

errors and consequences for the evaluation of interventions." Pharmacoepidemiology

& Drug Safety 18(11): 992-999.

Yes Yes

88

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

21. Al-Dorzi, H. M., et al. (2010). "Impact of computerized physician order entry

(CPOE) system on ICU mortality: A before-after study." American Journal of

Respiratory and Critical Care Medicine 181 (1 MeetingAbstracts).

Yes No Non-UK

22. Ali, J., et al. (2010). "The impact of computerised physician order entry on

prescribing practices in a cardiothoracic intensive care unit." Anaesthesia 65(2): 119-

123.

Yes No Non-UK

23. Armada, E. R., et al. (2014). "Computerized physician order entry in the cardiac

intensive care unit: effects on prescription errors and workflow conditions." Journal

of Critical Care 29(2): 188-193.

Yes No Non-UK

24. Bates, D. W., et al. (1998). "Effect of computerized physician order entry and a team

intervention on prevention of serious medication errors." Jama 280(15): 1311-1316.

Yes No Non-UK

25. Bates, D. W., et al. (1999). "The impact of computerized physician order entry on

medication error prevention." Journal of the American Medical Informatics

Association 6(4): 313-321.

Yes No Non-UK

89

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

26. Bedouch, P., et al. (2009). "Drug-related problems in medical wards with a

computerized physician order entry system." J Clin Pharm Ther 34(2): 187-195.

Yes No Non-UK

27. Bedouch, P., et al. (2012). "Computerized physician order entry system combined

with on-ward pharmacist: analysis of pharmacists' interventions." Journal of

Evaluation in Clinical Practice 18(4): 911-918.

Yes No Non-UK

28. Bonnabry, P., et al. (2008). "A risk analysis method to evaluate the impact of a

computerized provider order entry system on patient safety." Journal of the

American Medical Informatics Association 15(4): 453-460.

Yes No Non-UK

29. Bradley, V. M., et al. (2006). "Evaluation of reported medication errors before and

after implementation of computerized practitioner order entry." Journal of

Healthcare Information Management 20(4): 46-53.

Yes No Non-UK

30. Caruba, T., et al. (2010). "Chronology of prescribing error during the hospital stay

and prediction of pharmacist's alerts overriding: a prospective analysis." BMC health

services research 10: 13.

Yes No Non-UK

31. Cho, I., et al. (2014). "Understanding the nature of medication errors in an ICU with

a computerized physician order entry system." Plos One 9(12).

Yes No Non-UK

90

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

32. Choo, J., et al. (2014). "Effectiveness of an electronic inpatient medication record in

reducing medication errors in Singapore." Nursing & Health Sciences 16(2): 245-

254.

Yes No Non-UK

33. Collins, C. M. and K. A. Elsaid (2011). "Using an enhanced oral chemotherapy

computerized provider order entry system to reduce prescribing errors and improve

safety." International Journal for Quality in Health Care 23(1): 36-43.

Yes No Non-UK

34. Colpaert, K., et al. (2006). "Impact of computerized physician order entry on

medication prescription errors in the intensive care unit: a controlled cross-sectional

trial." Critical care (London, England) 10(1): R21.

Yes No Non-UK

35. Condren, M., et al. (2014). "Influence of a systems-based approach to prescribing

errors in a pediatric resident clinic." Academic Pediatrics 14(5): 485-490.

Yes No Non-UK

36. Cordero, L., et al. (2004). "Impact of computerized physician order entry on clinical

practice in a newborn intensive care unit." Journal of Perinatology 24(2): 88-93.

Yes No Non-UK

91

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

37. Cunningham, T. R., et al. (2008). "Impact of electronic prescribing in a hospital

setting: a process-focused evaluation." International Journal of Medical Informatics

77(8): 546-554.

Yes No Non-Uk

38. Dainty, K. N., et al. (2012). "Electronic prescribing in an ambulatory care setting: a

cluster randomized trial." Journal of Evaluation in Clinical Practice 18(4): 761-767.

Yes No Non-UK

39. Dequito, A. B., et al. (2011). "Preventable and non-preventable adverse drug events

in hospitalized patients: a prospective chart review in the Netherlands." Drug Safety

34(11): 1089-1100.

Yes No Non-UK

40. Furuya, H., et al. (2013). "Relationship between the use of an electronic commercial

prescribing system and medical and medication errors in a teaching hospital." Tokai

Journal of Experimental & Clinical Medicine 38(1): 33-36.

Yes No Non-UK

41. Han, Y. Y., et al. (2005). "Unexpected increased mortality after implementation of a

commercially sold computerized physician order entry system." Pediatrics 116(6):

1506-1512.

Yes No Non-UK

92

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

42. Jozefczyk, K. G., et al. (2013). "." Journal of Pharmacy Practice 26(4): 434-437. Yes No Non-UK

43. Kadmon, G., et al. (2009). "Computerized order entry with limited decision support

to prevent prescription errors in a PICU." Pediatrics 124(3): 935-940.

Yes No Non-UK

44. Kazemi, A., et al. (2011). "The effect of Computerized Physician Order Entry and

decision support system on medication errors in the neonatal ward: experiences from

an Iranian teaching hospital." Journal of Medical Systems 35(1): 25-37.

Yes No Non-UK

45. Kilbridge, P. M., et al. (2006). "Automated surveillance for adverse drug events at a

community hospital and an academic medical center." Journal of the American

Medical Informatics Association 13(4): 372-377.

yes No Non-UK

46. Kim, G. R., et al. (2006). "Error reduction in pediatric chemotherapy: computerized

order entry and failure modes and effects analysis." Archives of Pediatrics &

Adolescent Medicine 160(5): 495-498.

Yes No Non-UK

93

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

47. Koppel, R., et al. (2008). "Identifying and quantifying medication errors: evaluation

of rapidly discontinued medication orders submitted to a computerized physician

order entry system." Journal of the American Medical Informatics Association 15(4):

461-465.

yes No Non-UK

48. Kuperman, G. J., et al. (2001). "Patient safety and computerized medication ordering

at Brigham and Women's Hospital." Joint Commission Journal on Quality

Improvement 27(10): 509-521.

Yes No Non-UK

49. Meisenberg, B. R., et al. (2014). "Reduction in chemotherapy order errors with

computerized physician order entry." Journal of oncology practice/American Society

of Clinical Oncology 10(1): e5-9.

Yes No Non-UK

50. Menendez, M. D., et al. (2012). "Impact of computerized physician order entry on

medication errors." Revista de Calidad Asistencial 27(6): 334-340.

Yes No Non-UK

51. Nebeker, J. R., et al. (2005). "High rates of adverse drug events in a highly

computerized hospital." Archives of Internal Medicine 165(10): 1111-1116.

yes No Non-UK

94

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

52. Raimbault-Chupin, M., et al. (2013). "Drug related problems and pharmacist

interventions in a geriatric unit employing electronic prescribing." International

Journal of Clinical Pharmacy 35(5): 847-853.

Yes No Non-UK

53. Roberts, D. L., et al. (2013). "Impact of computerized provider order entry on

hospital medication errors." Journal of Clinical Outcomes Management 20(3): 109-

115.

Yes No Non-UK

54. Shulman, R., et al. (2005). "Medication errors: a prospective cohort study of hand-

written and computerised physician order entry in the intensive care unit." Critical

care (London, England) 9(5): R516-521.

Yes Yes

55. Spencer, D. C., et al. (2005). "Effect of a computerized prescriber-order-entry

system on reported medication errors." American Journal of Health-System

Pharmacy 62(4): 416-419.

yes No Non-UK

56. van Doormaal, J. E., et al. (2009). "The influence that electronic prescribing has on

medication errors and preventable adverse drug events: an interrupted time-series

study." Journal of the American Medical Informatics Association 16(6): 816-825

Yes No Non-UK

57. Voeffray, M., et al. (2006). "Effect of computerisation on the quality and safety of

chemotherapy prescription." Quality & safety in health care 15(6): 418-421.

yes No Non-UK and Internally

developed system

58. Walsh, K. E., et al. (2006). "Medication errors related to computerized order entry Yes

95

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

for children." Pediatrics 118(5): 1872-1879.

59. Walsh, K. E., et al. (2008). "Effect of computer order entry on prevention of serious

medication errors in hospitalized children." Pediatrics 121(3): e421-427.

Yes No Non-UK

60. Westbrook, J. I., et al. (2013). "The safety of electronic prescribing: manifestations,

mechanisms, and rates of system-related errors associated with two commercial

systems in hospitals." Journal of the American Medical Informatics Association

20(6): 1159-1167.

Yes No Non-UK

61. Westbrook, J. I., et al. (2012). "Effects of two commercial electronic prescribing

systems on prescribing error rates in hospital in-patients: a before and after study."

PLoS Medicine / Public Library of Science 9(1): e1001164.

Yes No Non-UK

62. Wolfstadt, J. I., et al. (2008). "The effect of computerized physician order entry with

clinical decision support on the rates of adverse drug events: a systematic review."

Journal of General Internal Medicine 23(4): 451-458.

Yes To review for

additional papers

only

No

63. Zaal, R. J., et al. (2013). "Identification of drug-related problems by a clinical

pharmacist in addition to computerized alerts." International Journal of Clinical

Pharmacy 35(5): 753-762.

Yes No Non-UK

64. Maslove, D. M., et al. (2011). "Computerized physician order entry in the critical

care environment: A review of current literature." Journal of Intensive Care

No Lack of error rate

focus

96

Number Reference Include

(Abstract)

Reason Include

(Full

Text)

Reason

Medicine 26(3): 165-171.

65. Franklin, B. D., et al. (2014). "The effect of the electronic transmission of

prescriptions on dispensing errors and prescription enhancements made in English

community pharmacies: A naturalistic stepped wedge study." BMJ Quality and

Safety 23(8): 629-638.

No Community

setting

66. Franklin, B. D., et al. (2013). "Community pharmacists' interventions with electronic

prescriptions in England: an exploratory study." International Journal of Clinical

Pharmacy 35(6): 1030-1035.

No Community

Setting

97

Study System Clinical

Decision

Support

Locati

on

Aim Methods Outcome Key Points

Donya

i et al,

2007

ServeR

x:

MDG

Medica

l,

Israel,

version

1:13

Drug

dictionary

with

suggested

default doses

28 Bed

Surgica

l ward;

London

teachin

g

hospital

Investigate

effects of

electronic

prescribing

(EP) on

prescribing

quality, and

the number

and types of

pharmacists’

clinical

interventions

.

Before- after study.

Two 4 week periods;

First Phase: 3 months pre-EP

Second Phase: 6 months

post- EP

One pharmacist recorded

any prescribing error,

intervention or both for

inpatient orders and

discharge prescriptions (still

paper written).

A senior clinical pharmacist

checked all medication

orders weekly to identify

overlooked errors.

Five judges assessed the

Retrieved 113 (88%) of 129 patient’s health

care records pre-EP and 126 (86%) of records

post-EP.

Clinical Interventions

Clinical interventions decreased from 73 (3% of

all orders) to 45 (1.9% post-EP). Relative risk

reduction of 1.1%.

Most common intervention pre and post-EP was

elated to need for drug therapy, selection of

dose and specification of instructions for supply

or administration.

Prescribing Interventions

Prescribing errors decreased from 94 (3.8%)

pre-EP to 48 (2.0%) post EP.

Most common errors include the need for drug

therapy and selection of dose.

Pharmacist’s

interventions decreased

significantly post-EP.

Prescribing errors reduced

post-EP

The mean severity of

errors did not differ pre

and post-EP

Only 52% of

interventions related to

prescribing errors pre EP

and 60% post EP.

Similarly only 40 and

44% of prescribing errors

resulted in an

intervention. The lack of

overlap has implications

for studies were the two

are considered

synonymous.

Appendix 2: Summary table of included papers

98

potential clinical

significance of each

prescribing error (0, no harm

to 10, death)

Statistical analysis was

performed.

There were a total of 32 errors post-EP related

to the medication writing process, 10 of which

were thought caused by EP.

Severity

No change in minor errors: 18 errors pre-EP

(19%) and 9 errors (19%) post-EP.

Moderate errors: 73 (78%) pre-EP and 33 (69%)

post-EP

Severe errors: 3 errors (3%) pre-EP and 6 (12%)

post-EP, 2 of which were considered to be due

to default functions.

No difference in mean severity scores pre and

post EP was identified.

Limitations

Variability between

Pharmacists’

interpretation of errors-

but principal investigator

did have overall view

Generalizability, only one

ward and one system

were investigated.

Potential difficulty

identifying some errors

with EP.

Lack of controlled study

design.

Potential conflict of

interest, the study was

part funded r by MDG

Medical, however they

had no input into study

design, data collection,

analysis or interpretation.

Evans Hewlett Automated John Evaluating Pre-post study In total 128 handwritten and 110 computer Computerised

99

et al.

1998

Packar

d

CareVu

e

(Hewle

tt

Packar

d Ltd,

Andove

r,

USA).

W

charting of

physiologica

l and

laboratory

data.

Drug dosage

and route

recommenda

tions

Dose

checking

Automated

discontinuati

on of drugs

as per stop

date.

Radclif

fe

Hospita

l

Oxford,

Critical

Care

Ward

the effect of

an electronic

prescribing

system on

prescribing

errors and

the time

taken to

prescribe

and record

administratio

n.

1st phase: 3 week period pre-

EP

2nd

phase: 3 weeks period, 1

month post-EP

implementation

Each individual drug entry

for both the handwritten and

computer assisted

prescriptions was evaluated

by the ICU pharmacist

according to pre-determined

criteria.

Time taken to prescribe a

single drug was measured,

and the time it took a nurse

to record administration was

measured pre and post-EP.

prescription patient charts were monitored. This

equated to 1184 handwritten and 1225

individual drug entries respectively.

Legible, complete and authorised prescriptions

Signed and dated: 95% of handwritten

prescriptions compared to 100% of

computerised prescriptions fulfilled criteria.

Full patient identification details were

present in 47% of handwritten and 100% of

computerised prescriptions.

IV Fluids and feeds (194 handwritten and

255 computerised entries):

o Percentage of correct individual

entries decreased from 64% to

48% pre and post-EP respectively.

o Entries with missing infusion rate

increased from 18% to 28%.

o Number of drugs remaining on

chart despite having being moved

from treatment regimen more than

24 hours previously also increased

from 1% to 17%

prescriptions were less

accurate for IV fluids and

infusions.

Drugs were less likely to

be discontinued when no

longer needed.

Issue of duplicate drug

entries with EP. Possibly

due to system

configuration, which

separated STAT and PRN

drugs. Not possible to

display and see all drug

groups (prn/ stat/ regular)

simultaneously.

Computerised orders were

more complete, legible,

and fully identified the

patient. Mandatory fields

meant 100% of

prescriptions with CAP

had drug, dose, route and

frequency.

100

IV Infusions (284 handwritten and 247

computerised entries):

o Percentage of correct entries

decreased from 47.5% to 32%.

o Percentage of prescriptions with

incorrect rate increased from 1.4%

to 16%.

Intermittent drugs (706 handwritten and

723 computer assisted entries):

o 90% of prescriptions for both

handwritten and computer

prescriptions complied with

specified criteria.

Increased failure to discontinue no longer

needed drugs with computerised

prescriptions (9.1% of errors with

handwritten to 57% of errors with CAP).

Although represented less than 6% of total

entries.

Eleven cases of duplicate prescriptions

were found in computerised prescriptions,

none with handwritten.

Improved audit-ability of

who has prescribed and

start and stop dates visible

with computerised

prescriptions

Took almost twice as long

to complete computerised

prescriptions.

Administration also took

longer. (Secondary time

savings however may not

be accounted for in this

study)

101

Time taken to prescribe:

It took 20 seconds to prescribe a single

complete handwritten drug entry, and 55

seconds to prescribe the same drug using

computerised methods.

Recording administration took 2 seconds by

hand and 21 seconds with computerised

methods.

Shulm

an et

al,

2005

QS 5.6

Clinical

Inform

ation

System

(GE

healthc

are,

Anapol

is, MD,

USA)

Access to

online

material but

CDS does

not exist.

Univers

ity

College

Hospita

ls

London

, ICU

Compare

handwritten

prescribing

with

computerise

d prescribing

for:

1. Rates

and

types of

medicati

on

errors.

2. Potentia

Before-After study

Identification of medication

errors by an ICU clinical

pharmacist before and for 4

periods after

implementation.

Data collected over a 70

week time period:

Pre-EP: 9 days.

Post-EP: 3 periods,

of 5 days l and 1

period of 2 days.

Total numbers: 134 drug chats with 1036

prescriptions reviewed in the handwritten group

and 253 charts with 2429 prescriptions in the EP

group.

Medication errors pre-EP occurred in 6.7% and

4.8% of prescriptions post-EP CPOE.

Proportion of medication errors varied over time

since it’s initial introduction- declining

proportion over time.

EP was associated with a high number of dosing

errors, omission of required drug and prescriber

Proportion of medication

errors reduced following

implementation of EP.

Evidence of a learning

curve, as proportion of

errors reduced over time.

Benefit of EP on patient

outcome scores when

intercepted combined

with non-intercepted

errors.

Changes in types of errors

seen pre and post EP.

102

l

outcome

of

intercept

ed and

non-

intercept

ed

errors

Medication errors were

assessed by type and patient

outcome.

Patient outcomes for each

error were assigned by the

pharmacist and ICU clinical

director, according to an

adapted scale (Mild,

moderate, severe).

Statistical analysis was

performed.

signature.

Handwritten prescriptions missed dose, units

and frequency.

Most errors pre and post were minor. There

were many cases of minor errors with EP that

increased monitoring, but did not cause patient

harm.

No significant difference in the non-intercepted

error rate was found between groups, however if

intercepted errors are included, a difference in

favour of the EP system was demonstrated, due

to increased error rate with handwritten

prescriptions.

The only 3 major errors were with found with

EP.

EP was associated with more minor errors that

did not cause harm, but did increase monitoring.

Limitations

Only one ward and one

system were evaluated.

Pharmacist attended the

ward round, therefore

potentially lower rate of

errors, as point of care

advice was given.

Patient outcome decided

by clinical director and

pharmacist who were not

blinded, therefore

potential for bias.

103

Warri

ck et

al.

2011

Intelliv

ue

Clinical

Inform

artion

Portfoli

o

(ICIP),

Philips,

UK.

Drug

dictionary,

standard

weight or

surface area

based orders

for most

drugs;

dispensing

instructions

and user

alerts for

nursing staff

when drugs

are due.

St

Mary’s

PICU

at

Imperia

l

College

Healthc

are

NHS

Trust

London

.

Evaluate the

effect of the

system on

prescribing

errors and

dose

omissions.

Prospective audit of

prescribing errors and dose

omissions over a 96-hour

period in three separate

phases.

1st Phase: 2 weeks prior to

implementation of ICIP

2nd

Phase: 1 week after

implementation of ICIP

3rd

Phase: 6 months after

implementation of ICIP.

Prescriptions assessed for

prescribing errors and dose

errors, apart from ‘once only

doses’.

Dose omissions were

recorded for regular items

only.

Discontinued prescriptions

and medications prescribed

Prescribing errors were evaluated in a total of

54 charts. This included 624 prescriptions,

which were assessed for prescribing errors and

1022 regularly scheduled doses, which were

assessed for omissions.

There was no significant change in the

incidence of prescribing errors across the three

periods. However a trend was observed towards

a reduction in the third period. (8.8% to 8.1% to

4.6%)

Differences in errors types were seen pre and

post implementation. Greater incidence of

prescriptions with insufficient information and

illegibility issues with paper prescribing

compared to more errors associated with the

prescribing decision and incomplete

prescriptions using the electronic system.

New errors were identified following

implementation, including incorrect selection of

infusion rates or doses and failure to prescribe a

Introduction of the

electronic prescribing

system reduced omission

errors and possibly

prescribing errors.

Limitations: pre-post

design with no control,

only a small sample size

was used and a short time

period was examined.

104

on the day of audit were

excluded.

Data were collected from

charts of all patients on the

PICU at the time of the

audit, by a pharmacy student

or researcher at 11am on

four randomly selected

weekdays, during a 2 week

period for each phase

Prescribing errors and

missed doses were studied

on different days.

Charts were reviewed for

dose omissions over the

previous 24-hour period up

to an including doses due at

10am on the day of data

collection.

base solution.

Proportion of omissions significantly reduced

from 8.1% to 1.4% of doses, between the first

and third phase.

105

Jani et

al.

2010

JAC

Compu

ter the

system

service

s Ltd.

Alerts

prescriber if

height or

weight

entered was

outside the

96th

centile

range based

on the

child’s age.

Prompts to

update

patient’s

weight if the

date of

previous

entry

exceeded an

age

dependent

time period.

Alerts for

weight

Tertiar

y care

paediat

ric

hospital

.

Renal

inpatie

nts and

outpati

ents

and

patients

dischar

ged

from

the

renal

and

urology

wards.

Compare the

incidence

and severity

rating of

paediatric

dosing errors

before and

after the

implementati

on of a

commerciall

y available

electronic

prescribing

with basic

clinical

decision

support

system.

Before and after study.

Prospectively collected

prescriptions from renal

inpatients and outpatients,

and for patients discharged

from the renal and urology

wards, which were evaluated

for errors at a later date.

Prescriptions initially

reviewed by the ward or

dispensary pharmacist as

part of routine duties. A

member of the research team

reviewed all errors

throughout the data-

collection period to ensure

consistency.

A team of 5 healthcare

professionals scored a

sample of the prescribing

There were a total of 145 dose errors in 8723

prescriptions.

Dose errors occurred in 88/ 3939 (2.2% of

prescriptions) pre EP and 57/4784 post-EP

(1.2%). Thus an absolute reduction of 1%,

which was a significant change.

No apparent change in error rates after

implementation of the system in the inpatient

setting, but a decrease was seen in the outpatient

and discharge prescription setting.

Change in error types also seen. E.g.

handwriting and incorrect unit errors were

eliminated post-EP while knowledge errors

persisted.

New errors found including mis-selection from

drop-down menus.

Severity:

Errors with potentially serious severity were

EP- system reduced rates

of dosing errors in

paediatrics, even in the

absence of CDS.

Errors fell from 2.2% to

1.2% across all

prescriptions during the

study period.

Reductions seen in the

outpatient and discharge

setting with negligible

difference in the inpatient

setting.

Limitations: Lack of

control group and only

small numbers of dose

errors were identified

during the study period.

106

changes of

+/- 10%

compared

with

previous

weight entry.

errors for their potential

severity o a scale of 0 (no

effect) to 10 (death).

Statistical data analysis was

performed.

eliminated in discharge and outpatient

prescriptions post-EP. Not possible to assess

statistical significance as the numbers involved

were too small.

Dose errors with the potential to result in minor

and moderate outcomes decreased after

implementation. 35/3939 (0.89%) pre compared

to 21/4784 (0.44%) post. A similar trend was

seen for dose errors with potential for severe

outcomes.

Jani et

al.

2008

JAC

Compu

ter the

system

service

s Ltd.

Alerts if the

patient’s

weight and

height

entered is

outside the

expected

range, based

on patient’s

age.

CDS

includes

Acute

tertiary

care

paediat

ric

hospital

.

Paediat

ric

nephrol

ogy

outpati

To

determine

the rate and

types of

prescribing

errors in

paediatric

outpatients

and to assess

the effect of

an EP

system on

these errors.

Incidence and type of

prescribing errors.

A pharmacist reviewed all

prescriptions before

dispensing as part of usual

practice. The pharmacist

annotated the prescriptions

with details of any agreed

changes. Any changes to the

original prescription were

considered potential errors.

A total of 520 patients had 2242 items

prescribed on 1141 prescriptions during the

study period. (8 prescriptions, 20 items were

excluded)

The overall prescribing error rate was 77.4% for

handwritten items and 4.8% with EP.

Pre-EP 1153, 73.3% of items missed essential

information and 194, 12.3% items were judged

to be illegible. Post-EP only 9 items were

missing information and none were illegible.

EP significantly reduced

overall prescribing error

rates (77.4% to 4.8%)

Increase in the number of

patient visits that were

error free post EP (21% to

90%

Limitations: Pre-EP and

Post-EP implementation

data were collected

concurrently therefore

prescribers had varying

degrees of familiarity

107

drug

monographs

(including:

indications,

contraindicat

ions, dosage,

interactions

and side

effects)

Drug allergy

and exact

drug

duplication

checks.

ent

clinic

Reviewing pharmacists were

blinded.

Two of the study team

retrospectively reviewed the

nephrology outpatient

prescriptions written during

the study period to identify

errors.

Statistical analysis was

performed.

Number of patient visits that were error free

increased from 21% to 90% after

implementation.

Errors related to drug and dosing schedule were

lower after implementation apart from wrong

drug errors was higher.

with the system.

No control group.

Inclusion of handwriting

and missing information

errors, may be susceptible

to interpretation and a

learning effect.

Dean-

Frankl

in,

2009

(metho

dologi

cal

review

)

ServeR

x:

MDG

Medica

l,

Israel,

version

1:13

Drug

dictionary

and default

doses.

London

teachin

g

hospital

.

28 bed

general

surgery

Compare

four

methods of

detecting

prescribing

errors in the

same patient

cohort, both

before and

Studied all patients on the

study ward during two 4-

week periods.

1st: 3 months prior to

implementation

2nd

: 6 months afterwards.

Prospective data collection

by ward pharmacist:

A total of 93 out of 129 patient records were

reviewed (72%) pre CPOE and 114 out of 147

records (78%) post CPOE.

For those patients reviewed, 1258 medication

orders were written pre-CPOE and 1614 post

CPOE.

Prescribing Errors identified by method:

Using data combined

from all methods the

prescribing error rate

reduced from 10.7% to

7.9% (statistically

significant result) post-

EP.

Each method identified

different prescribing

108

ward.

Closed

loop

system,

incorpo

rating

Compu

terised

physici

an

order

entry

(CPOE

), ward

based

automa

ted

dispens

ing,

barcode

patient

identifi

after

implementati

on of CPOE

Ward pharmacist recorded

prescribing errors as part of

routine practice. In addition

principal investigator

checked for prescribing

errors once a week to help

identify any that had been

missed.

Retrospective health record

review.

A retrospective review (RR)

form was used, included a

checklist of data sources,

patient information,

medication lists and details

of errors identified.

Inpatients during the study

period were identified from

the admission book and

records were retrieved. A

trained clinical pharmacist

completed the RR form, and

(pre:post % of all errors)

Prospective: 36%: 24%

Retrospective 69%: 83%

Trigger tool 0%: 1%

Spontaneous reporting: 1%: 1%

Prescribing Error rate per order written ( pre:

post % of al)

Prospective: 3.8%: 1.9%

Retrospective 7.4%: 6.5%

Trigger tool 0 %: 0.1%

Spontaneous reporting: 0.1%: 0.1%

Comparing Four Methods

Few errors were identified by more than one

method. Most identified either with RR or

prospective review. Using the trigger tool at

least one trigger was positive for 127 (61% of

the 207) patients and PE resulting in harm

identified in two patients.

If the prospective data alone is considered

studied, the reduction in errors would have been

errors, with remarkably

little overlap. Incidence

of errors extremely

dependent on the method

chosen.

Only 5-7% of all

prescribing errors were

recorded as being

identified by both ward

pharmacist and RR,

spontaneous reporting and

trigger tool each

identified less than 1% of

errors.

Limitations: Small pilot

study.

Data from only one

hospital and one ward

therefore questionable

generalizability.

No control group used.

109

cation

and

electro

nic

medicat

ion

adminis

tration.

laboratory data was

examined if relevant. The

research pharmacist was

blinded to the error recorded

by the ward pharmacist but

was able to see any

documentation notes.

Retrospective use of trigger

tool

Each patient record had the

trigger tool applied to it and

the research pharmacist

investigated positive triggers

in more detail, recording any

errors.

Spontaneous reporting

The study team

retrospectively retrieved

details of all incident reports

relating to the study ward for

each period and identified

significant. Absolute reduction from 3.8 to 1.9%

of all medication orders.

However if RR data alone studies, the reduction

would not have been statistically significant.

(7.4 to 6.5%)

Using data from all four methods the overall

reduction from 10.7% to 7.9% was statistically

significant.

Overall most prescribing errors were related to

the ‘need for drug therapy’ and ‘select drug

dose.’

Errors prospectively identified by ward

pharmacist were more likely to have been

rectified prior to administration.

Mean severity scores calculated for prescribing

errors identified by the ward pharmacist, RR

and spontaneous reporting were the same, errors

identified by the trigger tool had higher mean

110

those related to prescribing

error.

Comparison of four methods

Comparator used was the

number of errors per

medication order written

during the study period)

Only compared patients

whose health records were

available for RR.

Comparisons were made pre

and post CPOE. Prescribing

errors classified according to

stage of prescribing process,

stage of patient stay,

whether they were rectified

before they reached the

patient and whether any

harm was caused. Severity

was also assigned.

Appropriate statistical

analysis was performed.

severity scores.

Pre-CPOE no errors were found that resulted in

harm, post CPOE there were 4 cases, RR

identified all cases and the trigger tool identified

two cases. None appeared to be related to the

electronic prescribing system.

111

Dean

Frankl

in,

2007

(Close

d loop

system

)

ServeR

x

V.1:13

MDG

Medica

l,

Israel.

Ward drug

lists, drug

formulary

and drug

dictionary.

Default

doses for

most

products.

No other

CDS. If

allergies

were present

these were

displayed on

the

prescribing

screen.

London

teachin

g

hospital

; 28

Bed

general

surgery

ward

Assess the

effect of the

system on

the

prevalence,

types and

clinical

significance

of

prescribing

errors and

Medication

administratio

n errors

(MAEs),

confirmation

of patient

identificatio

n before

administratio

n and staff

time.

Before- after study,

collecting data on all

outcome measures:

prevalence, types and

clinical significance of

prescribing errors and

MAEs, confirmation of

patient identification before

administration and staff

time.

1st Phase: 3-6 months pre

implementation

2nd

Phase 6-12 months post

implementation.

Prescribing errors:

Ward pharmacist identified

errors during a 4-week

period. Principal investigator

checked for errors once a

Prescribing errors

Prescribing error fell from 93 (3.8%) of 2450, to

48 (2.0%) of 2353 orders. No change in mean

severity of errors was observed. More errors

were resolved before the patient received any

doses (48% pre-intervention, 67% post-

intervention) this however was not statistically

significant.

MAEs and checking patient identity.

Observed 56-drug rounds pre-intervention and

55-post intervention. MAEs fell from 141 (8.6%

of opportunities for error) to 53 (4.4%) after.

This was a significant change.

Due to the high number of errors observed for

IV doses, analysis was conduced for non-IV

doses, to limit bias. The error rate for non-IV

doses fell from 7.0% to 4.3%.

Staff Time:

Prescribing errors almost

halved following

implementation of EP:

Reduced prescribing

errors by 47%. Absolute

reduction in prescribing

errors from 3.8-2.0%

(1.8%).

Administration errors

similarly decreased:

Intervention reduced non-

IV MAEs by 39%,

predominantly through

reductions in wrong dose

and omission errors. The

system increased

percentage of doses for

which the patient’s

identity was checked

before administration.

Increased checking of

patient identity and may

112

week to help identify any

error not previously

documented. The team

recorded whether or not

errors were rectified before

administration. Denominator

was estimate number of

orders written during study

period.

Severity was also assessed

by five judges on a scale of

0 (no harm) to 10 (death).

Medication administration

errors and checking patient

identity

Pharmacists observed a

sample of drug rounds,

during a 2-week period (56).

Denominator was number of

opportunities for error

(doses administered plus

doses omitted/ preparation)

The time to prescribe 32 regular inpatient orders

pre intervention and 15 afterwards was

recorded.

Prescribing took a mean of 15 seconds per

medication order pre-intervention and 39

seconds post intervention (a difference of 24s)

Availability of patient records increased post-

implementation.

Time to provide a pharmacy service to the study

ward increased.

have resulted in more

prescribing errors being

corrected before the

patient received any

doses.

The intervention

increased pharmacy and

medical staff time.

Nursing time spent on

drug rounds decreased.

Limitations: Limited

generalizability, the study

site only took place across

one ward in one hospital.

No control group was

used.

113

Staff Time:

Observed doctors

prescribing inpatient

medication orders and

calculated mean time per

medication order. Then used

activity sampling to evaluate

the proportion of nursing

time spent on medication

related activities, between

drug rounds. The research

pharmacist would shadow

the nurse responsible for one

half of the ward.

Statistical analysis was

performed.

Riaz,

I. and

S. D.

Willia

JAC Information

not

available.

Acute

univers

ity

teachin

Compare the

prevalence,

type and

severity of

Pharmacists from medical

and surgical teams identified

prescribing errors on

prescriptions for patients

A prescribing error rate of 8.2% was found for

both electronic and paper discharges, with an

increase in the potential severity of electronic

prescriptions.

JAC system did not affect

prescribing error rate; and

caused potentially more

serious errors.

114

ms

(2010).

(Abstr

act

Only)

g

hospital

prescribing

errors

between

electronic

and

handwritten

hospital

discharge

prescriptions

.

discharged on four separate

days. They recorded the

number of errors, description

of the error and total number

of prescribed drugs checked.

Errors were also assessed for

severity by two consultant

physicians and a consultant

pharmacist.

Omission of drug therapy: electronic 42%

compared to 29.4% paper.

Selection of incorrect formulation: electronic

9.7% compared to 6.5% paper

Missing or incorrect drug dose strength:

electronic 1.1% compared to 13.5% paper

Missing or incorrect administration time:

electronic 0% compared to 9.4% paper

Fowlie

F et al.

(2000),

(Abstr

act

Only)

Pharma

kon

UK

No

information

36

Bedded

-

orthopa

edic

ward

Assess the

safety of an

electronic

prescribing

administratio

n (EPA)

system

through

assessment

A three-phase observational

study was performed using

disguised observational

methods.

Group A: Paper system

Group B: 1 month post

implementation

Group C: 12 months post

For group A, conformance to standard of

prescription writing (12 criteria) ranged from

1.8% to 99%. Group B had 11 criteria reaching

100%.

Comparison of prescribing errors and

medication administration errors for group A

with B and B with C demonstrated a significant

difference for inpatient (p<0.001) but not

An EPA system can

improve the quality of

prescription writing errors

in an orthopaedic ward.

Limitations: Lack of

control group, exclusion

of intravenous and

controlled drugs from the

MAE study, which were

115

of

medication

errors and

the quality

of

prescription

writing.

implementation.

Prescriptions assessed for

standard of writing, except

for phase 3; and prescribing

errors and administration

errors.

All errors were categorised

and clinical significance

assessed independently by 6

judges (0-10: no harm-

death)

discharge prescriptions.

Clinical significance median of inpatient

prescribing errors was:

Group A: 4

Group B: 3

Group C: 3

Similar distribution for discharge prescriptions.

Comparison of MAEs for group A with B and A

with C demonstrated a significant difference.

Clinical significance of MAEs was:

Group A: 2

Group B: 2

Group C:1

omitted due to non-

standard administration

times. Also restricted to

surgical ward only.

Marri

ott J et

al.,

(2004)

Abstra

ct

Medica

l

Inform

ation

Techno

logy

No

information

Queens

Hospita

l (BH)-

EP site

Good

Compare the

number and

range of

recorded

pharmacist-

led clinical

Pharmacist intervention data

was recorded manually onto

intervention recording

sheets, which were

transcribed for manipulation

and analysis in excel.

Interventions at BH: 2512

Interventions at GHH: 763.

Intervention rates:

BH: 0.20 interventions/ finished consultant

episode

A larger number of

interventions were

reported at the site with

an electronic prescribing

system. It is likely that

this reflects differences in

116

Only Inc.,

Westw

ood

Mass.,

US.

Hope

Hospita

l

(GHH)-

Manual

paper

prescri

bing.

Both

district

general

hospital

with

similar

activity

-

approxi

mately

50,000

finishe

d

consult

interventions

in a hospital

operating a

typical

paper-based

recording

system and

one of

similar

characteristi

cs with an

electronic

patient

management

and

prescribing

system

Interventions were recorded

from each site between

September 2003 and

November 2003.

Events were grouped into 18

categories of interventions.

GHH: 0.05 interventions/ finished consultant

episode.

Main type of interventions:

BH:

Dose regimen (352, 14%);

Drug choice (182, 7%); Length of treatment

(1259, 50%)

GHH:

Dose regimen (266, 35%);

Drug choice (190, 25%);

Length of treatment (45, 6%)

Prescribing transcription error

GHH: 128, 16%

BH: 5, 0.2%

Drug Interaction, use of non formulary agents,

route changes, prescription illegibility

interventions

GHH: 13% of interventions

BH: None.

workload; rather that the

electronic system

facilitates intervention

reporting.

The categories of

interventions differ

between the EP and non-

EP site.

Greater number f

interventions based on

patient focused

pharmaceutical care at the

EP site, whereas non-EP

site interventions were

mostly orientated around

choice and prescribing of

appropriate therapy.

117

ant

episode

s.

Drug information and monitoring patient

clinical markers interventions

BH: 26% interventions

GHH: None

Small,

M. D.

C., et

al.

(2008).

VARIS

MedOn

c

system

in

outpati

ents

Manual

Excel

spreads

heet

prescri

ptions

in

inpatie

nt and

No

information

Norfolk

and

Norwic

h

Univers

ity

Hospita

l

Outpati

ent

1. To

determi

ne

whether

compute

rised

prescribi

ng of

chemoth

erapy

reduces

overall

prescribi

ng error

rates.

2. To

docume

Prospective audit of

chemotherapy prescribing by

a single oncology

pharmacist.

Duration: 4/1/2005-9/9/2005

All oncology chemotherapy

prescriptions (n=1653) were

recorded as Excel spread

sheets (314) or computerised

prescriptions (1339). All

haematological prescriptions

were ordered on excel

spread sheets (n=288)

Only ‘complex’

Error Rates

Spread sheet prescriptions (n=602): 123 errors

(20.4%)

Computerised prescriptions (n=1339): 158

errors (11.8%).

Demonstrating a statistically significant

difference in error rates (8.6%, P<0.0001).

Relative risk reduction of 42%.

Error Type:

Differed significantly according to the

prescription method (P<0.001).

Computerised prescribing: fewer wrong dose or

frequency, incomplete prescriptions and

unnecessary additional agents and more wrong

cycle number or cycle stage, wrong data entered

e.g. height or weight errors.

Computerised prescribing

was associated with a

relative risk reduction of

42% compared to spread

sheet prescriptions.

Dose errors were reduced

significantly.

Handwriting and

transcription errors were

also prevented.

Incomplete prescriptions

were much less common.

Input errors e.g. weight or

BSA occurred frequently

with the computer system.

Minor errors were

reduced. Significant

118

haemat

ology

setting.

nt the

types

and

patterns

of

errors,

and the

potential

for harm

of these

errors.

3. To

examine

variatio

ns in

error

rates

between

individu

al

prescrib

ers

using

prescriptions included.

Errors were detected and

recorded as part of routine

checks by the oncology

pharmacist.

The potential significance of

errors was classified as

either: minor, significant,

serious or life threatening.

Errors were compared

between three staff grade

oncology prescribers.

Haematology prescriptions

were excluded from this part

of analysis.

Statistical analysis was

performed.

In particular dosage errors reduced from 6.8%

to 1.9% (HWP: CPOE). While wrong cycle

number errors increased from 2.5% to 5.6%

Severity:

Computerised prescribing was associated with

fewer minor errors and more serious errors. The

proportion of significant and life-threatening

errors remained the same.

Rate of errors by prescriber:

A wide variation found between prescribers was

seen in both systems.

errors occurred at

approximately the same

rate.

Serious errors were

greater with the

computerised system,

including cycle length

errors. Potentially life-

threatening errors

occurred at approximately

the same rate, however

the nature of errors was

very different.

There was wide variation

if prescriber’s error rates.

119

spread

sheet or

compute

rised

prescript

ions.

Almon

d et

al.,

2002

MediC

hain:

Computerise

d stock

control

Alert

pharmacy

each time a

non-stock

item was

prescribed,

aimed to

reduce the

problem of

ward drug

availability.

33 Bed

Acute

medical

ward,

with a

sub

speciali

ty in

renal

medici

ne.

District

General

Hospita

l.

Prospective, controlled,

before and after study with

external validation

performed by researchers

from the University of

London’s School of

pharmacy.

6-Months evaluation of the

system, 3 months pre-

implementation and 3 after.

External validation team

collected 3 month’s data pre-

implementation on the

intervention ward and a

control ward (respiratory

Pre-implementation:

No significant difference between renal and

control ward in prescribing errors, detected by

the ward pharmacist or external review team.

Prescribing quality

Pre-implementation: 1% of prescriptions

remained illegible at the time of administration.

Post-implementation: All prescriptions passed

the clinical screening, 94% with one or no

modifications. All prescriptions were legible

and contained a route of administration at the

time of administration.

Success rates in administering prescriptions

Pre-implementation:

EPMA can be safely

introduced into a busy

medical ward in a

reasonable time frame.

Improved prescribing

quality was found post-

implementation

120

speciality).

Following implementation,

training and equipping the

ward with necessary

hardware, 3 months post

implementation data

collection took place on

renal ward and control ward.

During the pre-

implementation period paper

charts were reviewed by

external validation team for

evidence of major, moderate

or minor errors in

prescribing.

Medicines administration

rounds were timed, number

of medicines administered

and reasons for non-

administration recorded.

1169 attempted medicine administrations were

observed.

Renal and control wards achieved similar rates

of administration success (90 and 91%)

Significance of errors was classed as major for

25% of occasions on both wards.

Post-implementation:

Control ward- no change.

18357 attempted administrations recorded on

the system.

The system recorded 95.4% as being successful.

This was a significant improvement (p< 0.001).

Where non-administration occurred, the reason

was clearly documented unlike on paper-

records.

Record Availability

Medical, pharmacy and nursing tasks and 1:4

rounds were affected or complicated by at least

one missing administration chart with paper-

system.

Problem eliminated with EPMA.

121

Working practices of the

ward’s clinical pharmacist

were timed.

Data on stock management

and cost of medicines

supplied was routinely kept.

Post- implementation, the

quality of prescribing was

audited against:

Attempts at prescribing and

modifications required

before the prescription was

accepted.

Nurses directly recorded

administration, or non-

administration and reasons

into the system.

The systems ability to

Ward procedure

Time taken to complete an administration round

almost doubled.

Effect on increased of ward length was felt

throughout the ward, with an increased burden

on healthcare assistants.

Due to the in-built security system, the

electronic drug cart was left unattended more

often than the traditional trolley.

System was used as a tool for patient care

beyond simple prescribing and administration.

Users Views

The initial training was associated with high

levels of satisfaction, but somewould have liked

increased access to the training rooms to

practice on an individual basis.

Unanimous view that the suppliers technical

support system was essential during the ‘go-

122

manage ward stock was

assessed by pharmacy.

At the end of the study,

medical, nursing, pharmacy

and dietetic staff were

provided with a

questionnaire.

live’ period.

The majority of staff considered equipment and

software easy to use.

Difficulties were encountered when prescribing

variable dose regiments and the prescribing and

administration of IV medicines and fluid.

Medical staff found it took longer to prescribe o

the EPMA system.

The majority of users believed the system was

safer, although the time taken to achieve this

was considered excessive.

The nurses preferred the EPMA system, a small

majority of medics would like to return to paper.

Mitche

ll D. et

al.,

2004

Clinical

Manag

er

Version

3.03A

None

declared,

however

authors

stated

General

Surgery

ward,

includi

ng high

To examine

the success

of a pilot

introduction

of electronic

A prospective audit of

handwritten and electronic

medication administration

records for accuracy and

completeness.

Nurse audit of administration accuracy

The electronic system was significantly more

accurate than handwritten administration

records. There was a significant improvement in

the accuracy of patient details, prescription

Accuracy of information

within the medication

administration record

improved with EP.

Prescribing error rate

123

(provid

ed by

iSoft

UK

PLC)

system had:

Drug listing,

with

potential to

list most

commonly

used

formulations

first.

Pre-written

pick-lists

depend

ency

unit

and

general

surgery

operati

on

theatres

.

prescribing

and

electronic

drug

administratio

n in a

hospital

A single nurse carried out

manual audits of drug

rounds according to a set

protocol. Information was

either classed as complete or

incomplete. Two cycles

were conducted at 17 and 11

months pre-implementation.

One audit cycle was

conducted eight weeks post

implementation.

The pharmacy department

audited every electronic

drug order for accuracy; this

was reviewed by the project

group on a weekly basis

Pharmacy intervention (need

for enquiry or modification

of a prescription) rates were

recorded throughout the

legibility, dose clarity, start date, 24-hour clock

used, signature recognisable, route of

administration stated, dosage directions and

length of treatment. The study found where

documentation was not mandatory within the

system e.g. allergies, accuracy and

completeness was unaffected.

Pharmacy continuous audit of electron drug

order entry

A total of 4927 prescriptions were written

during the study period (13 weeks).

The error rate during week-1, was 6.4% (35/544

items). The overall error rate throughout the

period was 2.9%. The most common issues

encountered were wrong formulation selected

(41% of prescribing errors), wrong dose and

‘other’ prescribing problem, which included

duplicate drug errors. The study identified

particular system-related errors, which occurred

in 1.2% of the total prescriptions. These errors

were no longer present after week-8 of the pilot

study.

post-implementation was

2.9%.

In terms of clinical

interventions, no

difference was observed

between handwritten and

electronic prescriptions.

Electronic prescribing had

little impact on decision

making for example

selecting the correct drug

and dose, however did

make all information

legible and

understandable.

Nursing staff were

satisfied with the system,

they identified advantages

such as improved

available of drug

administration record and

ability to have feedback

on overdue drugs at the

124

hospital for 5 days in the

middle of the project. The

interventions were graded

according to severity.

A user satisfaction survey

was also conducted for

members of the audit team,

towards the end of the study

period.

Pharmacy intervention audit

A significant difference between handwritten

and electronic intervention rates could not be

demonstrated in this study. Interventions

relating to ‘minor problems’ were significantly

more likely to occur in handwritten

prescriptions.

User-satisfaction Survey

There was a 58% response rate ( 94 end-users)

Nurses

Nearly three quarters (72%) found the laptops

easy to use. The majority (88%) found the

electronic drug administration was considered

easy. Over half of respondents (54%) thought

electronic administration was safer.

Approximately one quarter of respondents felt

drug rounds took as long as with the paper-

methods and 63% of respondents felt that the

system increased the quality of patient

information to support prescribing,

end of a shift.

Medical staff found

reported that the lack of

clinical decision support

was an issue. In particular

staff felt that allergy and

drug interaction check

sand more active clinical

decision support should

have been included.

125

Doctors

The majority (80%) found the system easy to

find drugs to prescribe and over a third (67%)

found it easy to choose the correct dose and

frequency. However ordering complex

prescriptions such as different formulations or

intravenous additives ere associated with lower

ease of use. The laptops were considered

straightforward to use (65%) and there was

approximately an equal split between

respondents regarding the ability of the system

to make prescribing safer.

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Appendix 3: Search Terms

Electronic Prescribing Clinical Decision

Support

Electronic Health

Record

Error Rates

Computerized

prescriber order entry

Computerized provider

order entry/

Electronic physician

order entry

Electronic order entry

Electronic prescribing/

Electronic prescription

Computerized

physician order entry

CPOE

Computerized order

entry

Medical order entry

systems

Clinical decision

support

Decision support

system/

CDS

Drug therapy,

computer assisted

Electronic medical

record/

Electronic health

record

Electronic patient

record

Medication Errors

Error Rates

127

Appendix 4: Search Strategy

1. Computerized prescriber order entry

2. Computerized provider order entry/

3. Electronic physician order entry

4. Electronic order entry

5. Electronic prescribing/

6. Electronic prescription

7. Computerized physician order entry

8. CPOE

9. Computerized order entry

10. Medical order entry systems

11. 1 or 2 or 3 or 4 or 5 or 6 or 7 or 8 or 9 or 10

12. Clinical decision support

13. Decision support system/

14. CDS

15. Drug therapy, computer assisted

16. 12 or 13 or 14 or 15

17. Electronic medical record/

18. Electronic health record

19. Electronic patient record

20. 17 or 18 or 19

21. Medication Errors

22. Error Rates

23. 21 or 22

24. 11 or 16 or 20

25. 23 AND 24

26. Limit 25 to English language

128

References

1. Franklin BD, Birch S, Savage I, Wong I, Woloshynowych M, Jacklin A, et al.

Methodological variability in detecting prescribing errors and consequences for the

evaluation of interventions. Pharmacoepidemiology & Drug Safety. 2009;18(11):992-9.

2. Franklin BD, O'Grady K, Donyai P, Jacklin A, Barber N. The impact of a closed-loop

electronic prescribing and administration system on prescribing errors, administration errors

and staff time: a before-and-after study. Quality & Safety in Health Care. 2007;16(4):279-84.

3. Donyai P, O'Grady K, Jacklin A, Barber N, Franklin BD. The effects of electronic

prescribing on the quality of prescribing. British Journal of Clinical Pharmacology.

2008;65(2):230-7.

4. Fowlie F, Jardine G, Bicknell S, Toner D, Caldwell M. Evaluation of an electronic

prescribing administration system in a British Hospital. Pharmaceutical Journal

2000;265:7114.

5. Mitchell D, Usher J, Gray S, Gildersleve E, Robinson A, Madden A, et al. Evaluation

and audit of a pilot of electronic prescribing and drug administration. Journal on Information

Technology in Healthcare. 2004;2(1):19-29.

6. Almond M. GK, Kent J., Nice S., Dhillon S., . The effect of the controlled entry of

electronic prescribing and medicines administration on the quality of prescribing safety and

success of administration on an acute medical ward. British Journal of Healthcare Computing

and Information Management, . 2002;19(2):41-6.

7. Riaz I, Williams SD. Impact of a new electronic discharge system on the prevalence

of prescribing errors. International Journal of Pharmacy Practice. 2010;18(SUPPL. 1):22.

8. Marriott J. CC, Carruthers T., Feeley G., Langley C., Tongue R., Wilson K.,. The

influence of electronic prescribing on pharmacist clinical intervention reporting. International

Journal of Pharmacy Practice. 2004;12(S1):R44.

9. Evans KD, Benham SW, Garrard CS. A comparison of handwritten and computer-

assisted prescriptions in an intensive care unit. Crit Care. 1998;2(2):73-8.

10. Shulman R, Singer M, Goldstone J, Bellingan G. Medication errors: a prospective

cohort study of hand-written and computerised physician order entry in the intensive care

unit. Crit Care. 2005;9(5):R516-R21.

11. Dean B, Barber N, Schachter M. What is a prescribing error? Quality in health care :

QHC. 2000;9(4):232-7.

12. Small MD, Barrett A, Price GM. The impact of computerized prescribing on error rate

in a department of Oncology/Hematology. Journal of Oncology Pharmacy Practice.

2008;14(4):181-7.

13. Jani YH, Barber N, Wong IC. Paediatric dosing errors before and after electronic

prescribing. Quality & safety in health care. 2010;19(4):337-40.

14. Jani YH, Ghaleb MA, Marks SD, Cope J, Barber N, Wong IC. Electronic prescribing

reduced prescribing errors in a pediatric renal outpatient clinic. J Pediatr. 2008;152(2):214-8.

15. Warrick C, Naik H, Avis S, Fletcher P, Franklin BD, Inwald D. A clinical information

system reduces medication errors in paediatric intensive care. Intensive Care Medicine.

2011;37(4):691-4.

16. Schiff G, Amato MG, Eguale T, Boehne JJ, Wright A, Koppel R, et al. Computerised

physician order entry-related medication errors: Analysis of reported errors and vulnerability

testing of current systems. BMJ Quality and Safety. 2015;24(4):264-71.

129

Outcome 6: The NHS hospital Trusts in the UK that have implemented

electronic prescribing systems successfully, with examples of success

stories, lessons learnt and transferable best practice.

Aim: To present success stories, lessons learnt and transferable best practice from UK

hospital Trusts that have implemented ePrescribing successfully.

The information detailed below was obtained from a number of different sources, including

the literature, conference presentations and the ePrescribing Toolkit Website.(1-3)This

website is an output of the NIHR funded ePrescribing research programme, of which Dr

Sarah P. Slight, Prof. Jamie Coleman and Ann Slee are all co-investigators on.

Case Study Site A

Background and Methods

Site: This Trust provides acute care for an urban population of approximately 330,000

patients. At the time of data collection, the Trust had a separate Patient Administration

System (PAS), which was used for clinical information and did not integrate with

ePrescribing.

Data collection took place between December 2011 and August 2012. Interviews with

pharmacists, nurses, and doctors (of varying levels of seniority), and with implementers were

conducted; observations of strategic meetings and system use were also documented. Notes

were taken during the recruitment meeting and Trust documents relating to anticipated

changes in processes with the introduction of the new system (including work process maps,

implementation plans, business case) were collected.

The site began implementation of a standalone ePrescribing system in 2010, and already had

a pharmacy stock control system by the same developer. The system included the use of order

sets and had limited decision support functionality for interactions/allergies. The system was

not used for the prescribing of certain types of medications (including infusions and

warfarin).

130

Implementation took place over a period of 12 months (four wards per month), and the Trust

was live in all 36 inpatient wards at the time of data collection. They had not implemented in

outpatients or critical care.

Key findings and challenges

Overall staff were generally positive,

Feeling that workload may have increased in some areas. This was possibly due to

additional hardware and software components introduced within established working

environments, thus changing normal processes,

Concerns relating to limited access to computer terminals and the sub-optimal

performance of software,

Challenges using information from multiple sources including co-existing paper and

electronic systems,

Users employed informal coping mechanisms (e.g., using another staff’s log-in) to

deal with problems with the system, for example, waiting for a computer to become

available or delay inputting data into the system to avoid the repeated need for

perceived lengthy log-in procedures.

Lessons Learnt / Key Messages

Overall, the system was liked by users.

Clinical staff were faced with changes to physical and virtual environments as a result

of implementation, which resulted in them devising strategies to cope with these

challenges.

Implementation teams may not necessarily be aware of the coping strategies as they

are informal, but they need to be tracked over time to avoid potential adverse

consequences for patient care.

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Case Study Site B

Background and Methods

Pre-implementation case study with lessons learnt: perceptions and attitudes towards

ePrescribing implementation.

This site has around 1,000 beds and 6,000 staff serving a population of over 1 million and

will be implementing an integrated ePrescribing and Medicines Administration system within

the next few months. The initial roll-out will be limited to a pilot area of the hospital in order

to identify and address any issues. It is expected that the system will then be subsequently

rolled out to the rest of the hospital in phases over the course of a four to five month period.

The implementation team is led by a pharmacist and co-chaired by a paediatric consultant and

a pharmacist. Customisation of the system involved working with other Trusts, which were

also implementing the same system and with a team of clinicians. Meetings took place in

order to provide opportunities to discuss plans, demonstrate the system, obtain feedback and

reach decisions.

The views represented in this case study are mostly representative of staff, who had been

involved in the implementation process.

A total of 24 interviews were conducted between 1st April and 31

st July 2013, this included

22 hospital staff (doctors, nurses, pharmacists, allied health professionals, information

technology (IT) staff) and members of the implementation team and two system suppliers.

Observations were also carried out to explore how suppliers, the hospital implementation

team and end-users interacted when the design and customisation of the system.

Key findings and challenges

The research team identified five key areas:

1. Transition to an electronic environment

Respondents were generally in favour of transition to an ePrescribing

system. However, there were mixed views regarding system suitability and

desirability, with considerable negativity towards the system. This

negativity appeared to have been a consequence of previous bad

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experiences with other systems in use at the hospital, issues regarding the

suitability of the system in a UK hospital (the system had been mainly

implemented in the US), issues regarding the suitability of the system

across all clinical environments and perceived poor usability were also

raised. These issues contributed to delays in the implementation, increased

workloads, disengagement, anger and anxiety towards implementation

among end-users.

2. Communication and Engagement

There were concerns among end-users about a lack of communication

regarding the ‘what’, ‘why’, ‘when’ and ‘how’ of the roll-out process.

Respondents reported feeling that those involved in system customisation

were not representative of all staff members. Additionally there were

concerns that the input of healthcare professionals who were involved was

often ignored. Thus, efforts from the IT team to involve a range of end-

users were not deemed successful. End-users appeared to over-estimate the

level of customisation possible and therefore had unrealistic aims for the

system and implementation process.

3. Leadership

Overall leadership was considered as outstanding by most participants,

however the project appeared to lack visible Trust level endorsement and

leadership. This may have contributed to reduced engagement in the

implementation project.

4. Infrastructure and support

Supplying suitable hardware was perceived as critical to project success by

implementation leaders. Concerns arose however around what levels of

hardware were required and what particular devices were needed. There

were also concerns about connectivity and resilience of the hospitals

network.

5. Training

There was uncertainty about whether the training would meet the needs of

end-users due to concerns about timing, content and ability to encourage

participation from all staff including bank and agency workers. Again

communication issues regarding the lack of information and training plans

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raised questions from respondents about the attention giving to training in

the project.

Barriers

1. Anglicisation of the system

A high level of anglicisation was required to adapt the system for use in a

UK hospital.

The amount of work required for anglicisation had not been anticipated or

sufficiently considered during the procurement stage.

Decisions had to be made about whether to change work procedures or

adapt the system, based on the differences between the UK and US

healthcare environment (which the system had been designed for).

There were concerns regarding the suitability of the system in a UK setting

despite the successes in the US.

2. Inexperience and lack of knowledge

There was a general lack of experience about how best to implement

ePrescribing in the NHS, as the supplier’s recommendations were mostly

from the US.

A theme was identified around ‘learning as you go’, and adapting plans

based on experience.

In addition to technical lack of experience, a lack of expertise in other

domains was noted. For example, the need for organisation personnel and

the importance of a communications manager.

Potential underestimation of the scale of the change that implementation

would bring.

3. Infrastructure and Integration

Concerns were raised around the robustness and selection of appropriate

hardware to support use of the system across clinical areas,

There was uncertainty due to the lack of experience, lack of consultation

with end-users and need for a large quantity of devices in certain areas and

to meet the demands of a range of clinical staff.

Additional concerns were raised about system network connectivity and

interoperability with other systems in use.

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Anxiety was reported about downtime due to overreliance on computer

systems.

4. Limited customisation and project scope

Enhancements to the system were not completed because of contractual

arrangements and the supplier’s inexperience.

Due to the narrow scope of the project, which limited the changes that

could be made to the system, the site was not able to benefit from some of

the newer features.

End-users were not aware of the project scope or the systems capabilities

and limits. Therefore, failure to respond to recommendations gave the

perception that the hospital did not listen to end-users or were not driving

the project.

Control over the customisation process was regained in part due to the

hospital implementation team’s thorough knowledge of the system.

Improvements were noted when the supplier’s and implementation team’s

views aligned.

5. Usability and functionality

The system was frequently referred to as ‘clunky’, ‘not-user friendly’ and

with ‘poor design’ by end-users. There were also issues identified

regarding the intuitiveness and display of the system.

There appeared to be disparities between how doctors were taught how to

prescribe and the system’s US-origins.

Inconsistencies in the design between different functionalities e.g.,

administration or prescribing, and suitability for particular clinical areas

were also discussed.

Respondents also felt that the system lacked some functionalities that they

would have expected and that they could not already access in other ways

for example a smartphone British National Formulary (BNF) application,

indicating there is a need to manage end-users expectations.

6. Engagement

Involving a range of healthcare practitioners in the customisation process

was considered to be key to system usability.

Some participants found participation as being beneficial and felt valued.

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There were some challenges around involving end-users; pharmacists had

been easier to engage with for example than other groups who had opted

out.

Many end-users felt that the project and customisation meetings had not

been widely advertised.

Concerns among end-users included: poor communication about the

progression and timescale of the project, lack of clarity regarding who is

affected by the introduction of the system and who should be involved in

the customisation, lack of information regarding key project milestones.

Overall the project(s) was said to have ‘low visibility’.

The strategy to rely upon optional attendance at meetings may have also

been problematic and may have contributed to members missing meetings.

Support from the wider organisation is also needed as barriers including

insufficient training leave and backfill meant that staff were perhaps

unable to attend meetings.

The need to incorporate the views and perspectives of a range of end-users

was perceived as vital during the customisation process.

Engagement from the Trust board is important, particularly to provide

leadership and viability to the project, which would help engage with staff

throughout the hospital. There was a perceived lack of engagement from

the Trust board, particularly when issues were arising.

A mismatch between healthcare delivery and technology may exist, for

example staff reported being conscious of using technology due to

concerns patients would perceived this as not fitting with their

expectations of what caring for patients looked like.

A lack of agreement was also noted between stakeholders, who interpreted

the implementation process as a success and end-users who had held an

opposing view. This highlights both a lack of communication and

potentially unrealistic expectation. Improvement feedback mechanisms

and greater explanation of various aspects of the implementation process

may facilitate alignment of visions.

There was enthusiasm and positivity towards the move to ePrescribing.

However there appeared to be more negativity towards the system and

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methods of implementation.

7. Skills and Training

Concerns that some staff lacked basic IT skills,

Low use of smart-cards across staff, especially senior staff,

Poor typing skills,

High usage of bank and agency staff,

Delegation of IT tasks from senior to junior staff,

Doctors failing to attend training sessions,

Use of existing systems by doctors only with assistance from nursing staff,

A solution to these problems requires a comprehensive training

programme, which includes use of the electronic prescribing and

medicines administration (EPMA) itself but also other IT systems in use.

Various references were made to ‘informal local experts’ who showed

other colleagues how to use the IT system, using this method more

formally may be a potential strategy towards the training of staff who are

unable or unwilling to attend formal sessions.

Training is critical for end-users in order to become familiar and

comfortable with using the system.

Lessons Learnt/ Key Messages

Communicate with staff: what is being rolled-out, who will be affected, key

milestones and associated events e.g., training.

Manage expectations: clarify what the system can be expected to do. Regular updates

are important.

Explain in detail the scope of the project and the background to this to end-users.

Ensure a range of expertise within the implementation team to address both technical

and organisational issues.

Ensure the project is focused on improved patient outcomes and not as an ‘IT project’.

Ensure appropriate infrastructure is in place and liaise with end-users to inform the

selection process and ensure they are kept up-to-date with the infrastructure plans.

Ensure the communication strategy has longevity to span the entire implementation

and rollout process.

Tailored training strategies, which have considered the differences between individual

137

end-users and the preferred training approaches.

Provide incentives and support for participation and involvement in the

implementation.

Continuity within the implementation team to retain knowledge and expertise.

Recognition of individual’s efforts is therefore key.

Obtain and maintain Trust board project ownership to maximise engagement across

the hospital.

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Case Study C

Background and Methods

This Trust provides acute care for ~3,000,000 patients in an urban setting. It started

implementation of a partially integrated ePrescribing module in 2009. Data were collected at

the site between May 2012 and April 2013. A total of 21 interviews were conducted with

users (including pharmacists, nurses, doctors of varying levels of seniority) and

implementers, and four observations (nine hours) of strategic meetings and system use. In

addition, notes were collected from a recruitment meeting and three documents relating to

anticipated/planned changes associated with the implementation (e.g., work process maps,

implementation plan, and business case).

The system was implemented in all inpatient wards except paediatrics. Functionality included

prescribing of all medicines except: variable dose insulin, patient controlled analgesia, and

intravenous hydration fluids. Some other medications such as warfarin were only partially

supported. Decision support consisted of: order sentences, order sets, allergy checking, and

some locally customised pop-up warnings. They had not switched on drug-drug interactions,

duplicates, or contra-indications functionality. Clinical noting was not implemented but users

had the ability to see laboratory and pathology results on the system.

The Trust is planning to continue to implement a fully integrated EHR from the same

supplier across the organisation.

Key findings and challenges

This case study provides information about the use of an ePrescribing system, 3-4years after

the implementation. The study found that information was still distributed amongst many

different sources as the integrated system was not fully implemented, therefore the full range

of benefits had not been realised. Regular maintenance of the system and ongoing

customisation (particularly in relation to tailoring the system, which was developed in the

USA,) for the UK context was needed. Further work was also needed to learn the full range

of functionality available, refine the decision support system and implement increasing

modules of the wider integrated system. This required a committed implementation team,

who was gradually learning the complex skills associated with these activities. This presented

139

a challenge for the implementation team, in order to possess sufficient knowledge and

expertise in order to manage the increasing functionality and data generated by the system.

For example an increasing amount of data became available for secondary uses, resulting in

complex considerations surrounding which data to extract and focus on.

Lessons Learnt / Key Messages

Significant on-going work is required to implement, customise and maintain an

integrated system of great complexity,

On-going work is likely to continue over long time-frames,

Organisations should anticipate and prepare for the additional resources required to

carry out on-going work,

Post-implementation maintenance and customisation is necessary to help hospitals

realise the full potential of ePrescribing systems; including use of more advanced

functionality, clinical decision support and evaluation and application of data

collected by the system.

140

Case Study D

Backgrounds and Methods

The Trust serves a population of approximately 400,000 people across two main sites. In the

late 1980’s an American Patient Administration System (PAS) and clinical modules was

procured and implemented. Additional functionality was subsequently added to include

electronic ordering and resulting for laboratory and radiology test. Electronic prescribing and

medicines administration (EPMA) was implemented in the early 1990’s. The current

electronic prescribing system is live in all areas except the intensive care unit (ITU) and high

dependency unit (HDU) and the neonatal unit, maternity wards and outpatients. The A&E

department uses ePrescribing only for patients who are going to be admitted as inpatients.

Due to issues regarding lack of system support and limited functionality to meet the demands

of 21st Century healthcare, the Trust are now in the process of migrating to a different

integrated Electronic Patient Record (EPR) with EPMA. This case study is adapted from a

presentation given by the Trusts lead informatics pharmacist at a national conference.

Key findings and challenges

Initial roll-out of the EPMA system took place following implementation of a PAS, clinical

modules, and ordering and reporting facilities for laboratory and radiology tests. EPMA was

piloted in a number of wards before extending its use across the majority of hospital wards. A

team of technical and clinical staff were tasked with the challenge of adapting and

customising an American system for use in a UK setting. Hospital-wide use of the EPMA

system was not possible due to the complexity of certain prescribing areas and system

limitations, which resulted in some areas continuing to use paper-based prescribing methods.

At the time of EMPA implementation, the majority of processes in hospitals were paper-

based, therefore the system was designed to work alongside these other methods. However,

with technological advancements such as wireless technology now available, there is less of a

requirement for the EPMA system to depend on paper-processes. The system in use is

continuously being updated and adapted in response to the hospital’s needs, for example,

changes in drug formularies and national initiatives. In response to issues with the existing

system, a new integrated system is being slowly introduced into the Trust, with plans to

implement EPMA. The new system is likely to incur many of the same challenges as the

141

current system, such as (i) a need to anglicise a US system, (ii) respond to new advances in

technology, such as increasing use of handheld and portable devices, and (iii) also work

towards integration with other hospital systems and primary care systems to enable seamless

care.

Lessons Learnt/ Key Messages

System evolution is important for example maintaining drug catalogues, clinical care

pathways and implementing clinical decision support, as is the need to respond to

changes.

A robust PAS system is essential for accurate patient identity and preventing wrong

patient errors.

System characteristics are important; the system should be easy to log-on to and be

fast and reliable for end-users.

It was considered important to instil a strong culture regarding information

governance and the importance of protecting patient data and not sharing log-on

passwords with colleagues. To support this, an audit trail should be available.

Use of a single integrated system for most clinical applications including the PAS,

laboratory results and discharge letters was a major advantage. In particular this was

useful for achieving ‘buy-in’ from end-users across the hospital, including medical,

nursing, pharmacy and allied health professional support, rather than being perceived

as a ‘pharmacy only’ or ‘IT only’ system.

The system must support processes rather than change them, for example the system

can promote formulary management, if there is already a strong drug and therapeutics

team in place.

There is a need for robust down-time procedures to be in place.

Careful consideration of how to use clinical decision support is required, particularly

regarding the issue of overloading clinicians with alerts. The concept of ‘promoting

the path of least resistance’ was also raised, for example using clinical decision

support to encourage appropriate selection in the first instance rather than attempting

to alert clinicians (which we know has limited success) following inappropriate drug

selection.

142

Acknowledge that errors will still happen, therefore systems should be in place to

capture these problems in order to address existing system issues. Importantly any

changes made should also be evaluated in order to judge their effectiveness.

A stable informatics team is needed, which includes members from a range of

disciplines.

When selecting a system, desirable characteristics include flexibility, agility and

ability to perform local customisation.

Organisational leadership and support is important for project success.

Use of the EPMA system should be mandatory.

End-user training should be compulsory.

Use of an electronic data warehouse to enable research and audit of the system and

processes to be performed.

In hindsight some of the pathways in the system were overly complicated and not

user-friendly, these would have benefitted from simplification

The system generated large amounts of paper; any new system should aim to reduce

(or eliminate) the dependence on paper.

Where possible, efforts should be made to implement EPMA across all areas to avoid

the use of hybrid systems.

It was deemed important for future projects to have better involvement of end-users

and not just senior clinicians.

References

1. Cresswell KM, Bates DW, Williams R, Morrison Z, Slee A, Coleman J, et al.

Evaluation of medium-term consequences of implementing commercial computerized

physician order entry and clinical decision support prescribing systems in two 'early adopter'

hospitals. Journal of the American Medical Informatics Association : JAMIA.

2014;21(e2):e194-202.

2. ePrescribing Research Programme Team. ePrescribing Toolkit for NHS Hospitals,

2014 [cited 2015 14th July 2015]. Available from:

http://www.eprescribingtoolkit.com/interact/.

3. Brian Power. Lessons from 20 years of implementation. Electronic Prescribing in

Hospitals: Moving Forward; Manchester Conference Centre2014.

143

Outcome 7: Contact details of electronic prescribing leads from a

cross-section of Trusts.

Afzal Chaudrey

Cambridge University Hospital NHS Foundation Trust

[email protected]

Layla Campbell

Newcastle upon Tyne Hospitals NHS Foundation Trust

[email protected]

Anna Bunch

University Hospital Southampton NHS Foundation Trust

[email protected]

Brian Power

Wirral University Teaching Hospital NHS Foundation Trust

[email protected]

144

Outcome 8: The training strategies for newly employed prescribers

within Trusts. Including;

o Is the training supported by the companies that provide the

systems? If not, who provides the training?

o How is the training facilitated?

o Lessons learnt from trusts training Foundation doctors and

other prescribers on induction. For examples is there

increased technical support when foundation doctors start?

o What common issues arise when training prescribers on

induction?

o The resources and cost associated with the training

145

Site A

Is the training supported by the companies that provide the systems? If not, who

provides the training?

Due to the limited capacity of the existing hospital information technology (IT)

trainers to deliver Trust wide training during the initial roll-out phase, the system vendors

provided very basic and broad training to end-users. Training of the hospital informatics team

during the initial implementation phase was delivered on-site by the company vendor over a

‘couple of days’ and also by an additional partner organisation with extensive experience of

using the system. This organisation deployed a trainer (for periods of two weeks) and also

conducted training via the web (using skype or similar) to provide guidance and support.

Since implementation, end-user training has been delivered entirely by hospital Trust staff

from the IT department; this includes designated IT trainers, an informatics pharmacist and

informatics pharmacy technician, medication safety pharmacist and medical staff involved in

the training of foundation trainees. All ancillary training material for example ‘how-to

guides’, videos and PDFs were developed internally. Typically these are developed by the IT

department and then reviewed by the relevant clinical team for approval prior to being

released to the Trust staff members.

How is the training facilitated?

Implementation

During the implementation period external and internal trainers (see above) delivered

classroom based training sessions to end-users. In addition to the formal Trust trainers,

‘Super-users’ were also recruited. Super-users were clinical staff including matrons, nurses

and some medical staff recruited to provide hands on and in-depth knowledge of the system

to ward based end-users. The super-users shadowed formal trainees; completed classroom

based training sessions and comprehensive training modules to learn about various

components of the system. This approach was considered to be largely unsuccessful, possibly

due to a lack of staff who were engaged and enthusiastic about the system and

implementation process, furthermore not all staff roles were represented for instance a

member of the pharmacy team could not be recruited. Evening sessions were also held in an

attempt to increase training attendance, however these were poorly attended. A large

proportion of implementation training occurred on the ward with ‘hand-holding’ of staff

whilst performing particular tasks.

Junior Doctors

The Trust induction of junior doctors takes place over a one week period, as part of this

they will attend a mandatory session on the ePrescribing system. An initial one hour lecture is

held to introduce end-users to the system, provide them with an overview of the layout,

highlight errors and problems that have occurred during use of the system and demonstrate

appropriate use of the system. Following this, end-users must attend a two hour classroom-

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based session in a computer suite. During the first hour end-users are granted access to a

training domain, which provides a safe environment for learning how to navigate and

complete tasks on the ePrescribing system on dummy patients and simulated clinical

exercises (e.g. how prescribe a STAT (one off) dose of an antibiotic). The aim of the first

hour of classroom based training is to provide end-users with an in-depth overview of the

system and prescribing processes. During the second hour a ‘prescribing trial’ is performed,

this is not an assessment with a pass or fail mark but is designed to inform trainers about end-

users who may benefit from additional support. The trial includes patient scenarios and

specific tasks that must be completed, such as managing the care of a patient admitted for

elective knee surgery. This would include prescribing the patients regular medicines,

prescribing a STAT dose, amending dosage times, prescribing a treatment dose of Tinzaparin

based on weight, prescribing warfarin and amending the dates of this prescription. The

specific tasks are based on known problem areas that have been associated with previous

errors or involve high-risk drugs. The trials are marked and scored and feedback is provided

to end-users. There is also an overview lecture provided towards the end of the induction

week to summarise the training and enforce key learning points, particularly those related to

safe use of the system. Additional training material is also provided, including a paper and

electronic version of a hand-book outlining how to use the system and perform certain

functions, a top-tips guide, which includes brief ‘how-to’ notes about the system (e.g. how to

customise the computer screen) and access to multiple resources available on the Trust

intranet such as video demonstrations about how to prescribe, administer and order bloods.

There is currently no provision of e-Learning or online training methods. There has been a

conscious decision to move towards a model, which would see the provision of basic training

from the Trust IT department and the more complex understanding of the system to come

from the respective clinical areas in which the newly-employed end-user will work. This is to

allow more specific training to occur, such as knowledge of particular order-sets and

workflows which are beneficial in certain clinical areas.

Newly-employed Prescribers starting outside of main August induction

Non-mandatory training sessions are held on a monthly basis for newly-employed

prescribers who begin working for the Trust outside of the main August junior doctor

induction period. IT trainers hold a 1 ½ hour session called ‘clinician essentials’, which

covers basic system functionality such as how to log onto the system, how to order tests,

bloods and the basics of prescribing. The IT trainers are not clinicians therefore if there are

any queries that they are unable to address, these can be directed to a member of the

pharmacy informatics team for resolution.

Lessons learnt from trusts training Foundation doctors and other prescribers on

induction. For example is there increased technical support when foundation doctors

start?

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1. Timing of Training: if training takes place too soon before prescribers are expected to

use the system it is possible that they will forget how to use the system. Conversely, if

the ePrescribing training is delivered at the same time as other training, it is possible

that end-users may become overwhelmed and unable to spend the necessary time to

learn the system functionality, therefore the time at which training takes place should

be carefully considered.

2. Training should be mandatory: this will ensure that a minimum level of training is

delivered and that time is protected to allow end-users to practice on the system, even

during a busy induction week.

3. Practical Training Exercises: The practical training element in the classroom based

sessions was considered to be the most effective. Lecture sessions, whilst useful for

delivery of information to large numbers of new starters pose the risk of overloading

end-users with information, particularly if the lecture falls within a longer day of

induction sessions.

4. Feedback: Feedback should be obtained from different clinical areas about their

preferences for system changes and what skills they would like training to focus on.

5. Super-Users: If super-users are to be used they should be engaged and demonstrate

commitment to their continued involvement as a ward-based trainer. It is therefore

important that sufficient information is provided about the system and the

expectations of the super-user role, to allow staff to make a conscious decision about

their participation.

6. Ward-Based Training: Tailored and context specific training is important. The

delivery of basic ePrescribing training, for example how to log onto patient and how

to prescribe is suited for delivery from the Trust IT department, whilst the more

complex training about the system may be better suited to delivery by the ward.

Efforts are being made to try to focus the responsibility of training onto the specific

directorates in which the newly employed prescribers will work, as the staff there

should be best placed to provide specific and tailored training about particular order-

sets, workflows and problem areas.

What common issues arise when training prescribers on induction?

A range of issues arise during the training of prescribers during induction and are also

associated with ongoing use of system. There were reports of logistical difficulties related to

booking rooms and staff availability, particularly as the majority of new-intake training

typically occurs during the school holidays. This may have an effect on the range of support

given, for example in August 2015 it was not possible to hold drop-in sessions due do to

staffing issues. The process of setting up personal accounts for new employees and the

creation of training domains can be problematic, as often the IT training department does not

have the final list of new employees until relatively close to their start date, which creates a

backlog of work. The training material should reflect the system that end-users will actually

use, therefore difficulties may arise if system changes are planned but are not fully

incorporated into the training exercises. Issues were discussed around the amount of training

provided, in particular the lecture sessions may overload end-users and there is the risk that

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little knowledge is gained during that time. Certain issues with carrying out particular

prescribing tasks were also identified, these include: rescheduling administration times,

ensuring regular review of short duration antibiotics due to a potentially confusing

component of the ePrescribing system display and how to prescribe warfarin.

The resources and cost associated with the training

The participant found it difficult to quantify the resources and cost associated with

training. There is a dedicated IT training team that are responsible for the development and

delivery of all training. The junior doctor yearly induction training on the ePrescribing system

typically takes about two weeks to prepare for a couple of training staff plus extra time for

delivery of the sessions. Since implementation, a large proportion of the training material has

been re-used and recycled with updates, thus maximising staff resources.

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Site B

Is the training supported by the companies that provide the systems? If not, who

provides the training?

The training sessions are delivered by a dedicated team of internal Trust trainers who

are also involved in the configuration of the system and therefore have an excellent working

knowledge of system functionality and so are able to incorporate this into the training

provided. Most of the trainers will have some form of clinical background and some

experience of adult education as this was a prerequisite for the role. This was a conscious

decision as it was felt that end-users would value training that was being delivered with the

most appropriate skill set. Although the training is delivered by internal staff, much of the

original training material was provided by the company provider, for example screen shots of

how to perform tasks. Overtime this material has been progressively customised and tailored

to the specific needs of the Trust. Furthermore the format of the sessions was decided upon

by the Trust trainers and adjustments were carried out based on feedback. Refresher training

sessions are delivered by members of the Trusts own informatics team, efforts are made to

correspond the trainer’s expertise with that of the end-user, for example a trainer with a

clinical background of medicine would provide refresher training to doctors. The trust is also

in the process of developing some supplementary online training material with an external,

local electronic publishing company. The content is provided by the Trust, however the

publishing company are providing assistance on how to best deliver that.

How is the training facilitated?

The Trust currently employs a mixture of classroom sessions and ancillary material in

order to train end-users on the system. The classroom sessions consist of an initial four hour

period, which begins with a short introduction from the trainer about what the end-users

should expect to learn and a brief demonstration of a projected version of the screen.

Following this, the end-users will work through workbook exercises, which will focus on

caring for a patient and the individual tasks that will need to be performed as part of that. The

exercises and patient scenarios deliberately focus on the entire workflow of caring for a

patient rather than the individual tasks, so that end-users are learning how to perform the

specific skills in the context of a patient and realistic workflow. Specific processes include

basic tasks such as admitting a patient, prescribing their initial drug chart, starting and

stopping medicines and discharging a patient, and also more complex tasks such as

prescribing anticoagulation, insulin and fluids, The content is developed by the informatics

training team in collaboration with the lead pharmacist for education, who is also part of the

committee for safety of medicines to ensure that the training is appropriately focused and

covers areas where there has been previous incidents or known high-risk areas. Each end-user

works at a computer-station in a safe learning environment, which is separate to the main live

version of the system. The ‘playground environment’ is populated with hundreds of dummy

patients to facilitate the training session; once end-users have their password they are able to

access the system at any time from a hospital computer, in order to gain additional

experience. Over the subsequent few weeks the end-users are brought back to receive some

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additional training in a phased way so that large cohorts of staff are not removed from clinical

service all at once. The classroom sessions are accompanied by a handbook, which is specific

to the staff role, and tip-sheets, which are short documents that focus on specific tasks which

are available on the Trust intranet 24 hours a day. There is also a short assessment at the end

of the classroom based session designed to facilitate learning and identify individuals who

may benefit from additional support, either in the form of some extra guidance at the end of

that day or they may be asked to return on another day to receive some further training. In

addition to the core classroom sessions the Trust has recently implemented refresher sessions,

these take place first thing in the morning so that end-users can attend a session covering a

few quick exercises before work. As above, these refresher sessions are held by trainers with

a similar clinical background to those who being trained, based on the observation that people

respond better to teaching from people that they identify more closely with.

The Trust is also in the process of developing some online learning material. The current plan

is to use the online training as a supplementary session alongside the core classroom based

activities in two possible ways. Possible uses of the e-learning include firstly, an opportunity

for end-users to log in and familiarise themselves with the system before they start working

for the Trust and receive the more formal training sessions, and secondly to serve as a

summary after the classroom training has been completed, in order to reinforce important

points and again identify individuals who would benefit from additional support. One

potential function of the online training is to address the needs of those working on weekends

or those that may be having some difficulties using the system on a day to day basis that was

not identified during the core training.

There are also expert mentors in place for nursing staff, these staff have received

comprehensive training from the Trust informatics team, and are therefore able to deliver

training to other staff on some elements on the system at their local ward meetings, which has

been considered to be a successful approach. There is a similar process, although less

structured currently in place for medical staff whereby a small number of consultants have

volunteered to act as expert mentors and have ran training or drop-in sessions on an ad-hoc

basis. During junior-doctor induction periods the Trust has also operated a help-desk, staffed

by members of the informatics team to provide on-demand support to those newly employed

prescribers, including on weekends and nights when there are typically fewer staff available.

Each Monday a training session is held for newly employed prescribers who begin working

for the Trust outside of the main August intake. The Trust implemented a policy to ensure all

new-employees begin working for the Trust on a Monday so that they can be reliably offered

training. The training delivered in the same 4-hour training session as previously described.

Locum staff are traditionally a problematic area for the Trust training department to manage.

It has been agreed that staff who will be working for one week or longer will attend the

regular training session. However locum or agency staff who will be working for a shorter

period should attend early for work and meet with a trainer where they will take part in a

short 1 ½ hour session to cover the core principles of the system. An attempt has also been

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made to recruit staff from a limited selection of agencies, to build up a bank of trained staff to

reduce the training that needs to be provided.

Lessons learnt from trusts training Foundation doctors and other prescribers on

induction. For example is there increased technical support when foundation doctors

start?

Workflow Orientated Training: The original training strategy was task orientated, i.e. very

literal training about how to carry out specific processes such as ‘how to prescribe’ or ‘how to

stop a drug’. The Trust decided to move towards a workflow orientated approach to training,

introducing end-users to the individual tasks in the context on an actual patient. This

approach has been more successful, and the training was found to ‘make more sense’ to end-

users as they were able to follow the entire care of a patient during the training sessions.

Focus on Problem Areas: The Trust has also adapted the training to include a greater focus

on known problem areas of the system and more complex prescriptions, such as warfarin,

insulin and fluids. In addition the training also provides information to end-uses about the

challenges and idiosyncrasies of the system, such as the need to click certain buttons or tick a

particular box for items to be processed. The trainers reported telling their trainees “this is the

electronic manifestation of what you used to do in your head, it might come across to you as

an irritation or a quirk of the system but it is actually an important thing for you to do because

if you don’t record it properly later down the line, the pharmacists or you know the

dispensing, will have considerable problems.”

Length of Training: The training content was revised so that a shorter session could be

delivered, which was more agreeable to end-users.

Feedback: Feedback was vitally important for improving and tailoring the training provided.

For example there were parts of the training that all end-users grasped very quickly and other

areas that took far longer for people to understand. Similarly, certain processes had to be

added to the training as end-users experienced difficulties that were not anticipated.

Mandatory Sessions: Training was mandatory and end-users who fail to attend are referred to

their managers.

Planning: Ensure there is a robust plan in place, particularly when training large cohorts such

as during the junior doctor induction period. Excellent communication with medical staffing,

estates and facilities is paramount to ensure the sessions go ahead smoothly.

What common issues arise when training prescribers on induction?

Difficult Prescriptions: Orders for anticoagulation, insulin and fluids require a greater focus

in training to ensure that end-users are competent in these processes.

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Targeting the training at the right level: It can be difficult to ensure that all relevant areas are

covered during the training sessions. This may be particularly relevant if the system has been

newly implemented and the trainers and existing end-users lack confidence and knowledge of

using the system. In this case the Trust relied upon regular evaluation and modification of the

training content.

The resources and cost associated with the training

There are 15 full time trainers employed by the Trust, which are either on a Band 6 and Band

7 pay scale.

Development of the training material and involvement in the system configuration is an

extensive task and during the implementation phase required all staff to work on this full time

for ‘many months’.

Currently trainers spend approximately 75% of their time on training and 25% of their time

on refining, adjusting and updating the training material.

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Site C

Is the training supported by the companies that provide the systems? If not, who

provides the training?

The core e-learning training was designed and built internally within the Trust. For those that

are unable, or have difficulties with the e-learning package classroom based sessions can be

provided by an internal member of the training team. The training team consists of members

of the prescribing and pharmacy management directorate. The company provided super-user

training during implementation and training of the informatics team who were involved in the

system build; they have not been involved in the development or delivery of end-user

training.

How is the training facilitated?

The training is entirely e-learning based, this comprises of a 2 ½ hour course, which must be

must completed before end-users are granted access to the system. If problems are identified

end-users can be individually supported. There are 22 modules covering all aspects of how to

use the system, for example finding a patient, adding allergies, adding heights and weights,

generating prescriptions and modifying prescriptions, discharging a patient for one week

leave and a section at the end for troubleshooting about certain tasks that cannot be

performed on the system and how these should be carried out. More complex aspects of the

system are also covered such as prescribing and modifying ‘care bundles’ (groups of drugs

ordered together for a particular condition) and also signposting end-users to parts of the

system such as antibiotic guideline policies. The e-learning module begins with an

introduction of the specific task and what they will be expected to learn and then takes the

end-user through exercises, which incorporates screen shots of the ePrescribing system. Once

all modules have been completed end-users must complete a summative assessment at the

end which carries a pass mark of 90%. The assessment comprises of scenarios related to the

care of a patient; a typical example would begin with identifying a newly admitted patient

and prescribing their regular medicines, then following a few days as an inpatient the end-

user must review their current medicine and will be required to modify the regime, ending

with tasks related to discharging the patient. The scenario is designed to be as realistic as

possible and therefore the end-user is presented with details about the patient’s medication

history, background and a rationale for prescribing certain items. The patient scenarios

represent a patient from a medical background and a surgical. There is currently no provision

for the delivery of more specialist patient scenarios, alternatively the lead specialist

pharmacist for that area would deliver a specialist training package which is outside of the e-

learning domain. For example, end-users who will work in paediatrics must complete a

specialist paediatric package, containing exercises for both adult and paediatric patients so

that end-users are aware of the differences when prescribing. The e-learning packages, would

ideally be updated on a yearly basis, and with every system update and change made.

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For those who experience difficulties with the e-learning, classroom based training can be

offered, this is essentially e-learning in a classroom accompanied by an internal trainer to

provide additional support. End-users with poor IT literacy are offered one to one training but

this is again e-learning based

During the junior doctor induction week, a speed-date type induction session is held by the

trainers. Trainers spend approximately 10 minutes with small groups of doctors, and advise

them about the e-learning, how to complete it and are also, provided with handy-hints about

the system. During the induction week junior doctors also attend a meeting with the medicine

safety team, where the key safety issues that have occurred with the system (and unrelated to

the system) are discussed.

As part of risk management strategy a handy hints booklet is circulated to end-uses, this

includes information about areas that are not covered in enough detail during the e-learning

modules or are not covered at all and other areas that end-users need to take care of when

they are prescribing. Handy hints are provided as a print out, the Trust originally trialled

emailing it to doctors but this was unsuccessful and the trainers doubted whether the hints

were ever read. It was therefore decided to provide end-users with a booklet with a cautionary

note about the importance of reading the content. Particular topics are selected based on

frequent enquires from staff and e-prescribing related incidents, and are emphasised during

the training, examples include warfarin prescribing and STAT doses. There are

approximately two handy-hints updates each year.

All pharmacy staff are super-users who are able to support the ward staff.

Pre-implementation, staff were required to complete an IT literacy test as part of their

statutory and mandatory training, this informed managers about individuals who may require

additional assistance so that these could be targeted by the informatics team trainers if

needed. Typically a maximum of one or two staff per ward would require additional IT

training. The additional training provided would consist of a classroom based session where

end-users could complete the e-learning supported by the trainers. During the initial stages of

implementation, some individuals were identified with very poor IT skills for example they

were not able to use a computer mouse, such individuals were therefore supported on a one to

one basis. The Trust also paid for external ward based ‘floor-walkers’ during the induction

period to provide support. This approach was not considered necessary or efficient post

induction, as existing-ward staff are now familiar with the system and able to provide

necessary guidance.

A training session is held for training new staff, who begin working for the Trust outside of

the main August induction on the first Wednesday of each month. New employees who begin

after that date will attend the next possible training session and as the e-learning is part of the

statutory and mandatory training the Trust is able to identify individuals who have not

completed the assessment.

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Lessons learnt from trusts training Foundation doctors and other prescribers on

induction. For example is there increased technical support when foundation doctors

start?

e-Learning accessibility: The e-learning can be accessed 24/7 and is also available externally

to the Trust it is therefore is very easily accessed by staff and there is no constraints on PC

availability or staff time. There may be some issues from staff who may be asked to carry out

training outside of working hours and as a result some local areas may offer to reimburse this

time. For some staff groups such as junior doctors thee-learning is part of their mandatory

education and training and therefore must be completed ideally during designated education

hours, however if they are unable to it is their responsibility to complete this training during

their own time.

Role-Specific Training: The initial training plan comprised of three sets of training depending

on whether the clinician was either a ‘prescriber’ or ‘administrator’, however the Trust

discovered that this did not reflect all end-users, for example Nurse prescribers who would be

expected to both prescribe and administer. Similarly not all prescribers would carry out all

functions covered during the ‘prescriber’s training’, this was a particular issue for some

surgical consultants who would never write a discharge prescription and were therefore

frustrated at the prospect of conducting 2 ½ hours of e-learning. As a result the modules have

now been split into groups depending on the role, for example consultants may only need to

complete modules 1-6, and 8 and 10, which is both more specific to their role and shorter in

duration. Each role-specific training stream has their own dedicated assessment based on the

selection of modules that they were required to complete

Duration: The e-learning should be modified to reduce repetition to reduce the length of the

training. Therefore if the end-user has previously demonstrated that they are able to identify a

patient, they will not be asked to carry out this process again.

Mandatory Training: Access to the e-learning system is only granted following successful

completion of the assessment, which ensures all end-users reach a minimum level of

understanding about the system.

Mirror actual practice: If possible when multiple systems are used in combination for

instance an ePrescribing system and a laboratory results system, the training should

incorporate use of both systems and how they interact and can be accessed. Similarly training

should include realistic patient scenarios and workflows which reflect normal practice on the

ward.

Preparation: During the junior doctor induction week all training staff are involved in the

set-up of end-user accounts, advance planning and preparation with human resources is vital

to ensure that trainers have all the necessary information required.

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What common issues arise when training prescribers on induction?

System issues: Specific problems related to the ePrescribing system can have an impact on

the delivery of training. The Trust has delayed updating the e-learning material since

implementation in anticipation of a system update, which would fundamentally change the

system. Instead of potentially wasting staff time making changes to the existing e-learning the

handy-hints guides have been issued. The system itself has also been associated with some

problems and issues surrounding usability, as a result the Trust has found it important to

gather feedback and involve end-users in the process, however there a limited amount of

changes that can be made to the actual ePrescribing system. The Trust recommends providing

monthly ‘listening sessions’ which will allow end-users to voice their concerns.

Negotiating training staff-leave during junior doctor induction: Due to the high volume of

work that occurs during this period, training staff should expect to work longer hours and

annual-leave is blocked during peak training periods.

Communicating with Doctors: The Trust has found it particularly difficult to reliably

communicate with Doctors about issues with the system and any changes that will affect

them. Doctors are emailed with such information, however these are not consistently read.

Resistance to training: Some clinical groups were resistant to the e-learning because of the

length of time that it would take and due to a lack of perceived relevance. It became apparent

that due to this resistance there were groups of very senior clinicians who had not completed

the e-Learning material. Subsequent changes were made to the e-learning content to make it

more agreeable to these groups, as described above.

Duration: The training is very detailed, however it has been criticised for being too long and

end-users become frustrated with the system. There was a request to reduce the entire training

to just 20 minutes, and whilst this is highly unlikely efforts are being made to create more

tailored, relevant and therefore shorter training.

e-Learning issues: The e-learning system can be cumbersome and overly specific, for

example end-users must correctly click the exact part of boxes during the assessment and if

the end-user accidentally miss-selects an answer they only have three chances before they

must re-do the entire assessment.

Locum staff: Ensuring locum staff are adequately trained to safely use the system has been a

particular source of difficulty for the Trust. Nurses are now always booked through a select

pool of agencies, which have agreed to only supply nurses who have completed the e-

learning training. Sourcing locum Doctors who have completed the e-learning training is

more challenging as there is no central booking point from which locums may be selected

from. As no central booking point exists the Trust was unable to put a training agreement in

place and subsequently could receive untrained doctors. As a result the Trust encountered

examples of untrained locum doctors receiving log in details for the ePrescribing system from

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the exiting Trust doctor and then was able to prescribe under another doctors name. A

solution was required, and as the Trusts main objective was to ensure that doctors were

working under their own username a process was set-up whereby locum doctors are now

provided with a username and access to all Trust systems. Locum doctors must now contact

the prescribing team, who will arrange to work through the usual e-learning assessment with

them (rather than the full modules) ensuring that basic skills are covered such as how to

prescribe and how to admit a patient. Locums who are due to work within the Trust for longer

periods, for example over 3 nights, are expected to do the full e-learning.

The resources and cost associated with the training

The training team comprises of five staff members, which is equivalent to having 2 ½ staff on

a band 5 pay scale. The team are responsible for the organisation and development of the

induction material, handy-hints, new-starter set-up and the e-learning material. The e-learning

package was designed internally by an e-learning team in combination with the Trust trainers

and is estimated to have cost approximately £25,000.

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Site D

Is the training supported by the companies that provide the systems? If not, who

provides the training?

The training has been designed and developed internally by the Trust, although advice from

the system supplier was available if required. The training of doctors, nurses, clerical staff

and the majority of allied health professionals is delivered by a team of informatics trainers

from a range of clinical and non-clinical backgrounds. Pharmacy staff are trained exclusively

by pharmacy members of the informatics team. In addition to training, the informatics team

are also involved with analysing and developing the electronic patient record system.

How is the training facilitated?

All training is mandatory and must be completed before end-users are provided with a login

for the system. The system is a fully integrated patient record, which includes electronic

prescribing functionality and therefore training must include all aspects of the system, such as

information for clinicians about how to prescribe, administer medications, order lab tests and

record basic observations.

Junior doctors and newly-employed doctors receive training as part of their Trust induction.

Non-medical prescribers receive a level of training, which is dependent on their previous

experience with the Trust system. For example, existing staff nurses who receive a

prescribing qualification are required to undertake a top-up training session that specifically

focuses on the prescribing process. Newly employed non-medical prescribers however

receive the same full training as a doctor.

Formal training is provided for all clinical staff (doctors, pharmacists and nurses); this

comprises of hands-on training in a computer suite where all end-users will have access to a

training domain version of the electronic patient record system. The training domain is a copy

of the live system, which allows end-users to become familiar with the system in a safe

environment on ‘dummy patients’. Although efforts are made to ensure that the training

domain exactly reflects the live system, last minute developments may result in some slight

differences being present during the training session. Training is typically delivered in small

groups (up to 8 to 10 end-users). The content of the sessions is tailored according to the staff

member, using specific examples for doctors, nurses or pharmacists, and specialist areas such

as paediatrics. End-users will work through various topics and exercises, for example during

the prescribing component the trainers will cover how to access the drug catalogue, how to

prescribe inpatient medication and discharge medication and for nurses how to administer

drugs under a patient group direction. The training also covers some of the typically more

complex prescribing processes such as: how to include a course length for antibiotics,

prescribing for paediatric patients of a particular age and weight, IV infusions, prescribing a

reducing course of steroids and prescribing warfarin, insulin and other variable dose

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regimens. The content of the training sessions is informed by trainer experience and incident

reports, which highlight the need to cover certain topics in more detail. For example, since

the Trust changed their electronic system the training team identified a need to educate

doctors about the importance of checking that they are prescribing for the correct patient

encounter to ensure that the prescription is available for nurses to administer ( e.g. prescribing

for a ward based patient under an ‘outpatient’ encounter would not generate an order for the

nurses to administer). The Trust schedules training sessions at various times of the year to

coincide with planned surges in new employees such as at the junior doctor intake in August;

all other training is organised on a need-by-need basis.

Crib-sheets are provided to end-users via the Trust intranet; these cover a variety of functions

on the electronic patient record including how to prescribe and order lab tests. It is not clear

how beneficial the crib-sheets are and what the level of uptake has been; anecdotal

experience suggests that clinicians tend to rely upon their peers for support rather than use the

supplementary material available. There is currently no provision of online or e-learning

material. Although there are training plans and learning objectives, which must be addressed,

there is no formal assessment of end-users prior to obtaining access to the system.

During day to day use of the system there are no designated super-users, however the

pharmacy staff are informally regarded as system experts and provide knowledge and

expertise to the entire ward team on issues beyond the purely ‘pharmacy’ functions. The

pharmacy team have received extra training in order to assist them with this role. During

implementation and major system updates the Trust attempted to provide some super-user

support, however recruitment of such staff was challenging due to staff availability.

Furthermore due to the nature of shift-work ensuring that super-users are available when

needed can also be problematic.

Individuals who may benefit from increased support, particularly those struggling with basic

computer skills, are identified either during the training sessions by the training team or by

ward based colleagues. Additional training sessions or ward based support may be given to

such end-users.

The training of locum doctors is handled differently compared to Trust employed staff. The

current policy stipulates that locums should receive a short run-through of the system and

how to perform certain tasks from the responsible consultant in the clinical area where the

locum will work. Following this, they are issued with a temporary password to the system

that will be suspended when they finish a shift or period of work. The Trust is currently in the

process of reviewing the locum training policy due to issues with management of the

temporary codes and the robustness of training provided.

Lessons learnt from trusts training Foundation doctors and other prescribers on

induction. For example is there increased technical support when foundation doctors

start?

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Modernisation: The training material should be regularly reviewed and updated according to

end-user feedback and experience and also following any changes to the system. Trainers

should be informed of any changes made to the training with a clear rationale to inform the

delivery of their sessions.

Availability: A robust system for booking training sessions is necessary. Additionally,

training should be held at an appropriate time, to prevent end-users from forgetting the

content covered. Advance planning is also important to ensure that there are sufficient, fully-

equipped training rooms. The informatics team benefited from the support and understanding

of senior management regarding the need for hands-on training, which resulted in designated

informatics-owned training rooms throughout all hospital sites. The training domain is also a

vital component of end-user training and therefore must be available for end-users.

Consistency: The individual training sessions should be reviewed to ensure that sessions are

being delivered consistently. A reliable process should also be in place to inform trainers

about the system and any changes that have been made in to inform their training.

What common issues arise when training prescribers on induction?

Training discrepancies: There have been instances where the training material and training

domain did not reflect the live version of the system, which can be a source of end-user

frustration. Similarly IPads are increasingly been used on the wards by clinicians and

although the ePrescribing system display closely resembles that used in the training session

the trainers are discovering that some members of staff are having initial difficulties with

navigating and using the IPad. It may become important in the future to consider the devices

used during training sessions so that the end-users can familiarise themselves with both the

system and device, and associated problems can be identified.

Prescribing difficulties: Prescribing difficulties include complex prescriptions for variable

doses, IV fluids, paediatrics, variable dosage regimens e.g. insulin, warfarin and steroids and

paediatric prescriptions.

Quantity of content: As the system in use is a fully integrated electronic patient record there

is a large amount of material and training to be provided over a short time period and there is

a high risk of overloading individual end-users.

Organisation of sessions: Organising sessions and trainer availability can be problematic,

particularly during busy training periods such as August. Excellent planning and receiving

early notice from clinical areas about start dates can facilitate organisation.

Staff-involvement: Past attempts to recruit medical and nursing staff as super-users have been

problematic due to staff availability.

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Trainer expertise: Training of doctors and nurses may be provided by non-clinicians, whilst

this has cost advantages and they are typically very skilled teachers, the trainers may lack the

context and expertise to answer certain questions. The exception to this is the pharmacy team,

which are trained by pharmacy informatics trainers.

Locum doctors: The training of locums is a challenge; issues with the current policy include

management of the temporary codes, for example knowing which individual has used certain

codes and also issues around the quality of the training provided. Consultants are expected to

deliver 45 minutes of informal training to locums in their clinical area; however the

informatics team acknowledge that this quantity of training is unlikely to occur due to the

busy ward environment.

The resources and cost associated with the training

The participant does not have access to the details required in order to answer this question.

However as an estimate, there is approximately 6 staff who act as trainers and have additional

responsibility for the development and analysis of the system. The pharmacy team is trained

by designated informatics pharmacy team members. During implementation and system

update periods there was extensive development of training material, however the day to day

maintenance of the training material is not a major issue for the informatics team providing

changes are managed in a timely fashion.