DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW

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DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
Digital Strategy 2018 - 2021
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL STRATEGY 2018-2021

  Foreword
  As one of the five strategic objectives of the overall Trust strategy, this document sets out the Digital Strategy in detail. It aims to achieve
  the following:
  •   Establish the framework for the decisions made
  •   Articulate the future
  •   Ensure priorities are clear and founded
  •   Communicate the plan of action
  •   State the current position

  We describe our ambition to build upon our proven delivery capability and how we aim to position ourselves as a leading digital enabler
  within the Surrey Heartlands Sustainability and Transformation Partnership(STP) and as part of the Thames Valley and Surrey Local
  Health and Care Record Exemplar project.

  The document is structured into three main sections with an appendix providing further reading.
  Section One: Introduction – presents the context for the strategy in terms of influences, both internal and external
  Section Two: Digital Vision – outlines the vision and anchors it across principles and themes
  Section Three: Transformation Roadmap – sets out the programme of work to deliver the future vision

  Appendix: Current Status – describes our current status and highlights key areas for focus
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL STRATEGY 2018-2021

  Executive Summary
  The digital strategy is written in the context of the overall Trust strategy and has been developed very much with our wider vision in
  mind. It builds upon the one-page digital strategy of 2015-2021 and is also influenced by guidelines and parameters set by NHS Digital
  (NHSD) and NHS England (NHSE). The rhetoric is based on key elements highlighted in the 2016 Wachter Report and the 2014 Five
  Year Forward View. The aims and objectives of the wider Integrated Care System (ICS) are reflected, but this document focuses
  specifically on the Trust’s own priorities.

  Five key themes have been adapted from NHSD and interpreted from a Trust perspective:

  Empower the person                                                      Manage the system safely and effectively
  This is part of having a patient-centric strategy and describes our     We will continue to focus on funding opportunities to accelerate
  commitment to assisting our patients in self-management by              our digital progress, and we will strengthen the resource
  facilitating a patient portal, health apps and appointment              supporting the services. We will consider cloud-based services,
  management. We are also committed to harnessing existing                keeping business continuity at the forefront of any decisions in
  technologies to provide virtual clinics and the ability to              this area. Finally, we will prioritise cyber security and ensure
  communicate with us via chat bots.                                      General Data Protection Regulations (GDPR) are followed.
  Support the clinician                                                   Enable a digitally smarter future
  The aim is to move away from a “push” approach and create a             We will build on our successes and confidence in our ability to
  “pull” environment. This will be done via clinically-led initiatives,   implement large systems and effect change. We will think big,
  pathway-led initiatives, the development of a clinical digital          continue to expand our already well established mobile device
  engagement forum, supplier roadshows and a focus on the                 strategy, and ensure we are agile in our approach so that we can
  Surrey-wide approach.                                                   embrace new ideas and technologies quickly. We will explore
  Integrate services                                                      artificial intelligence and other emerging concepts. We will
  We aim to develop a partnership approach with our main ePR              further develop in supporting clinical research, and we will
  supplier, who will provide us with a flexible modular hybrid ePR        automise transactions wherever possible, and move further in
  which is already proven in its integration and interoperability         self-service to data for operational staff.
  capabilities.
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL STRATEGY 2018-2021

  Executive Summary continued
  Digital Vision                                                          Shared Care Record
  Using digital technology and innovations to improve clinical            We will pursue this goal with the STP community, and the Trust
  pathways, safety and efficiency, and empower patients.                  will continue to play a leading role in supporting the delivery of
                                                                          this project. The strategy describes the Trust’s aspirations of what
  Automate and Innovate                                                   a shared care record will look like.
  This principle is integral to the Trust’s overall strategy and this
  document describes some of the areas we will focus on, such as          Other areas
  clinical admin, clinical coding, appointments booking, patient          Other areas such as a digital workforce, open standards, and
  flow and corporate systems.                                             governance are described. These each play an important part of
  Hybrid ePR                                                              achieving the goals.
  This is the big ticket project of the strategy and will be procured
  in 2018/19. Our primary focus is on working with a long-term            Investment Opportunities
  partner who is flexible and has proven ability to integrate with        Getting the funding for the strategy will be key, and the Trust will
  key systems in our existing estate, such as PACs, Bluespier, ICE        ensure that there is funding to back some of the initiatives.
  and across the health system. It will replace our current PAS and       However, external funding will have to be sought in order to
  discharge planning solutions, and will also have an electronic          make this affordable. Readiness is key and so the development of
  prescribing and medicines administration (ePMA module), and an          the procurement documentation of the hybrid ePR will
  A&E module.                                                             commence immediately and be accelerated.
  Digital Transformation
                                                                          Benefits and Timelines
  The hybrid ePR will be the major deliverable, and will support the
                                                                          The benefits to patients and staff are articulated, and the
  automation and innovation principle as well as the key themes
                                                                          timelines for delivery have been set out.
  described above. It will have a clinical portal which will be the
  clinician’s main landing page for all their work, moving away from
                                                                          The benefits are very much a reflection of the Empower the
  logging into disparate systems. The solution will in use in a similar
                                                                          person and Support the clinician key themes, focusing on an
  setting to our own and the supplier will be well established in
                                                                          increased ability to use technology to improve outcomes.
  NHS trusts.
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL STRATEGY 2018-2021

                             Section One

                             INTRODUCTION
                             Presenting the context
                             for the digital strategy
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
INTRODUCTION

  Local Context and National Alignment
  There are two key documents which provide the context and influence the direction of
  travel for the digital strategy.
  The Five Year Forward View (2014) provides the overall context and challenge, and more specifically, the findings of the Wachter Review
  (Making IT Work, 2016) heavily steer the investments of NHS Digital and NHS England. As a result, there are several initiatives to
  consider.
  Global Digital Exemplar (GDE) Programme Approximately 15              Local Health and Care Record Exemplar (LHCRE) Programme
  acute and five mental health trusts across England have been          The Trust is part of the Thames Valley and Surrey consortium
  identified as worth of significant investment to provide blueprints   which successfully bid to receive £7.5m of national money from
  for successful digital procurement and delivery. There are none       NHS England. The aim of this wide-reaching project is to
  geographically co-located, which diminishes the opportunity to        accelerate shared records development and adoption of tools like
  become a so-called “Fast Follower” within this programme.             population health management.
  Sustainability and Transformation Partnership (STP) Every NHS
                                                                        NHS England, NHS Improvements, NHS Digital
  Trust in England is now part of a local STP programme, whose
                                                                        The leadership and guidance provided by these three bodies
  plans include a Digital Roadmap. The Trust is a key partner in the
                                                                        have significant impact on the Trust’s approach to its digital
  Surrey Heartlands STP, with our Director of Finance taking the
                                                                        strategy. For example, NHS Digital have organised their strategy
  SRO role for the Digital Workstream.
                                                                        into 10 domains, all of which have a bearing on the Trust’s
  Integrated Care System/Partnership (ICS/ICP) These models             strategy. The domains are driven by discrete teams within NHS
  build on the STP vision and seeks to empower localities to own        Digital, who each have their own objectives to achieve. Some are
  their investments and plans as a local health economy rather          initiatives which complement our strategy and enable us to take
  than at individual organisational level.                              advantage of the progress.
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
INTRODUCTION

  Ongoing Policy Shift
  The digital journey is framed by national
  policies and guidelines which are emerging                               NHS Providers’ Head of Strategy,
  and evolving. There is a need to be agile in                            Miriam Deakin, writes in NHE (Jan
  our approach.                                                           2018) of the potential themes her
  “Dealing with uncertainty is at the heart of strategy
                                                                          organisation would like to see as a
  development” (Strategy Development Toolkit, Monitor 2014)               result of emerging accountable care
  With the models of working of STPs and ICPs, and now the
                                                                          models
  introduction of the LHCRE project, all still very much under
  development, it is important that the Trust develops a strategy
  with this in mind. Surrey health and social care organisations are
                                                                          • A clearer public narrative around
  also on the brink of devolution, which gives local control of the         STPs and ACOs
  funding streams.                                                        • Learning from new approaches to
  In addition to the shifting context, our digital strategy needs to be     strategic commissioning
  able to take into consideration emerging technologies, which may
  impact the direction of travel.
                                                                          • Testing out a new balance of
                                                                            regulation and oversight
  For this reason, it is common for a digital strategy to be
  continually under review and completely refreshed after two or
                                                                          • Trusts investing in ‘the art of the
  three years, even if the original plan projects further initially.        possible’
  As the STP, the Integrated Care Partnership and devolution
                                                                          • The pace of change will vary – but
  become more established, the Trust will adapt and adopt this              everyone needs support
  strategy accordingly.
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL STRATEGY 2018-2021

                             Section Two

                             DIGITAL VISION
                             Presenting the vision
                             and its influencers
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL VISION

  Digital Vision
  Simon Eccles, CCIO at NHS England, stated
  in his opening tweet in his new role that
  one of the priorities for NHS IT is to
  recognise that ‘going digital’ is a core part
  of our business.
  At Ashford and St. Peter’s we recognise the importance of digital
  and including it as a foundation in our strategy is not new. Our
  previous Trust strategy placed the digitisation of our paper
  records as a key enabler. The newly refreshed strategy sets Digital
  as one of our key objectives.

  We will provide a stable and agile digital platform which will
  improve clinical pathways, and move the safety and efficiency
  agenda forward. We will support change, best practice, sharing of
  information and innovation by investing in people to help us
  transform the way we work as an organisation, and in turn we
  will empower patients to manage their own healthcare. We will
  invest in technologies which will enable the Trust’s priorities and
  our digital decisions will be informed by these.
DIGITAL STRATEGY 2018 2021 - WHATDOTHEYKNOW
DIGITAL VISION

  Principles
  Taking the principles we identified in the
  2015-2020 Digital Strategy, we can see that                                 Educate
                                                                              Learn &
  there is alignment, but that these principles                               Improve
  need to be updated to reflect the Trust’s
  vision.                                                                  Listen
                                                                         Empower
  The original principles are not contradictory, but do not go far        & Value
  enough to ensure the strategy is focused on people and benefits.
  Taking this on board, we re-examined the Trust’s objectives and
  also looked outside the organisation to ensure we are not
  operating in a vacuum.
                                                                            Standardise &
                                                                              Optimise
  The digital network of Chief Information Officers and Chief
  Clinical Information Officers is reaching a stage of maturity where
                                                                        Automate
  we are more able to keep up with each other’s plans, focus and
                                                                        & Innovate
  challenges. We used this to influence our strategy and over time
  it became clear that NHSD is becoming more involved in projects
  and decisions, and so we looked to them for further input.

                                                                            Sustain &
                                                                             Thrive
DIGITAL VISION

  Key Themes
   We have adopted and adapted the NHS
   Digital themes, ensuring we are not taking
   a siloed approach. Our strategy must be                                   Adopted Key Themes from NHSD
   recognisable and strike a chord with our
   neighbouring care systems.                                                     Empower the Person
   The principles of this strategy link nicely with NHSD themes and
   demonstrate how our own strategy fits the national picture,
   whilst still encouraging us to explore our own interpretation.                   Support the clinician
   In addition, the Trust is keen to build its digital capabilities within
   the context of the wider care system (STP/ACS/LHCRE), and also
   wants to pursue funding opportunities where possible. Whilst the                  Integrate services
   principles are a reflection of our internal requirements, it is
   important to ensure our strategy is aligned to themes which are
   understood and acknowledged by our stakeholders.
                                                                                    Manage the system
   The sections below discuss each theme in detail.

                                                                                  Enable the future
DIGITAL VISION

  Empower the person
  The concept of providing digital services                            The means to readily respond. This will be achieved by increasing
  which hand over increased control and                                our “virtual clinic” services, introducing “chat bot” opportunities,
                                                                       and by having improved digital access to our own information,
  access to patients is expected of us.                                thus enabling staff to respond quickly and fully.

  With the successful digitisation our medical records into the
                                                                       Information in the format preferred by the patient, for example
  Kainos Evolve solution, we are well-placed to extend this to a
                                                                       in a web portal, an app, email, text, letter or phonecall .
  full suite of tools to ensure our patients are provided with
  access to the information they need and want to manage their
  own healthcare/                                                      Transform the statistic We will play our part in contributing to an
                                                                       increase on the 2% in the figure below
  Our delivery plan will include:

  An electronic patient record (ePR) providing a structured
  format for the recording of patient information, which we will
  be able to securely share, when and where appropriate, with
  our health partners and with patients themselves.

  A patient portal, where patients can manage their
  appointments, access their own patient record, letters and
  results, record their own observations and access appropriate
  advice and guidance. We aim to deliver this as part of an STP-
  wide initiative to ensure citizens are not presented with multiple
  logins and a mixed offering.
  A suite of health apps, some national, others locally built, with
  the aim of increasing the level of self-management
  Improved access to wifi across the estate
DIGITAL VISION

  Support the clinician
  So-called “clinical engagement” should not be a challenge with          Build on nursing leadership in IT We have had significant success
  the right digital strategy in place. The aim is to create “pull” from   with harnessing the leadership of nursing staff to lead digital
  both doctors and nursing staff, whereby they are making the             solutions to improve best practice. Champions are identified and
  suggestions for the next steps, are actively involved in the            the nursing staff take ownership of their areas. We will build on
  decision-making, are willing champions of change, and embrace           this success model and recognise it as a key enabler.
  and create opportunities.
                                                                          The means to readily respond. This will be achieved by increasing
                                                                          our “virtual clinic” services, introducing “chat bot” opportunities,
  Prioritise patient-safety initiatives Those projects which
                                                                          and by having improved digital access to our own information,
  articulate significant benefits from a patient-safety perspective
                                                                          thus enabling staff to respond quickly and fully.
  will be given priority and will receive an accelerated timeline
  where possible.
  Clinically-led initiatives will be encouraged and supported. There
  will be improved, transparent opportunities for these to be given
  due consideration and funding.
  Pathway-led initiatives will provide a focus for an end-to-end
  approach to care, and will also present opportunities for dividing
  large projects into smaller, manageable chunks. Delivery will be
  more meaningful for the key stakeholders..
  Increased interoperability across care systems Clinicians are too
  often expected to work with disjointed silos of information, at
  best sparse, at worst contradictory.
  STP-wide delivery By taking a leading role in the digital
  workstream of the STP, we will take forward the interoperability
  agenda to provide better access to information and a multi-
  agency approach to patient care.
DIGITAL VISION

  Integrate services
  Many processes are not fit for purpose in the face of 21st century     Information is available & accessed when needed, not
  expectations.                                                          dependent upon “send and receive” technology This requires a
  Lead and shape the STP vision and delivery model The Trust is          completely different approach to information flows. Current
  already taking a lead role in the digital workstream of the STP and    practice is for patient documentation to be received into the
  the aim is to forge ahead with this approach. By being fully           organisation and sent out. This is based on historical processes
  informed of potential opportunities and able to identify synergies     defined by postal services. We still send and receive
  and clinical priorities, we will be a leading and key partner in the   documentation, albeit much of it digitally. However, with regard
  STP. Our delivery capability will allow us to influence and drive      to communication with patients, this is still very much paper-
  forward procurement and implementation of key deliverables.            based. A strategy which makes information available to be
  We will be outcome focused.                                            accessed as and when required, rather than sending it from
  Prioritise our vulnerable patients We will focus our efforts on        system to system, will further the patient safety agenda and
  integrating with those providers where we have high numbers of         create efficiencies across the care system.
  shared care or transfers of care and where patient needs are           Single source of the truth All staff, whether clinical, operational
  complex.                                                               or administrative, need to be able to rely on the data and know
  Focus on interoperability We will take forward the                     that there is just one version of the truth. With a large number of
  interoperability agenda to provide better access to information        disparate systems across the Trust, many of them stand-alone,
  and foster a multi-agency approach to patient care. As well as our     we are not always sure which version is the latest or most
  local GPs, we also work closely with the Surrey and Borders            accurate. A hybrid ePR will go some way to addressing this if
  Partnership Mental Health who use the System One TPP solution          implemented with appropriate business processes. This will
  and Social Services who use Liquid Logic. There are the “Hub”          require a change to working practices and will form a key
  partnerships, e.g. the Bedser Hub in Woking where a fully shared       element of the digital transformation work.
  care model is active but poorly supported by digital integration       Suppliers as partners We will actively seek partnerships with our
  and capability. These will be priority areas for integration.          supplier base who are open to the concept of open APIs and who
                                                                         make integration an easy ask, rather than a tricky and expensive
                                                                         piece of work. Suppliers with solid evidence of integration will be
                                                                         favoured.
DIGITAL VISION

  Manage the system safely and effectively
  The resources surrounding the strategy must keep apace with the
  enhancements.                                                        Not only from a cost perspective, but from a
                                                                       recruitment/resource angle. Newer solutions require large
  Focus on funding This means securing the required funding, both      numbers of servers and storage solutions, and data centres are
  internally from a revenue and capital perspective, and externally    becoming increasingly power-hungry. The cost of externally
  in terms of readiness to take advantage of funding opportunities.    hosted, managed services has decreased significantly over recent
  The aim is to focus on making timely decisions regarding key         times and suppliers are now able to offer support at scale to a
  elements of the strategy, preparing the requisite procurement        large customer base. It is time to challenge our previous
  and project documentation and taking forward those initiatives       approach of hosting solutions locally and seriously consider the
  where we believe funding can be successfully accessed. The           advantages of both cloud and managed services, whilst being
  timing for funding is key and therefore tender documentation for     continually mindful of the risk of not being able to access the
  the larger investments must commence immediately.                    record. This will mean robust business continuity and disaster
  Strengthened provision Resource management will be key to the        recovery plans. Not all solutions are fit for cloud hosting (e.g.
  success of the strategy. The aim is to continue with the low staff   legacy systems), but new projects should be evaluated on their
  turnover currently enjoyed by the IT teams. There is a committed     suitability. This approach will also be a consideration within our
  workforce in place and it will be important to consolidate this.     overall approach to cyber security.
  There is an identified need to increase some aspects of the          Cyber security We will continue to seek to identify and address
  resource. Some of this will be permanent, and other areas will be    our vulnerabilities, but with more rigour and interest from a Trust
  stepped up and stepped down in accordance with need. Where           executive level than previously. This is an area of national focus
  possible, resources will be shared across the STP. In addition, we   and we have already taken advantage of several NHSD support
  will seek to identify services which may provide a solid business    initiatives, which have highlighted some key areas to focus on.
  case for merging fully explore such opportunities.                   The WannaCry attack was a sobering and timely jolt for all trusts,
  Cloud-based services We have started to move into the arena of       and made us reconsider our approach to downtime for upgrades
  off-premise, hosted services with our recent procurement of the      to clinical systems. We will also seek opportunities with
  Clevermed maternity solution and the Careflow Connect for            neighbouring trusts to share the knowledge and guidance of
  clinical communications. As we increase our reliance on digital      subject matter experts in this area.
  solutions, we will find the overhead of locally hosting these
  solutions a challenge.
DIGITAL VISION

  Create the future
  Think big – we know we have to work within our financial means,
                                                                           App development – this is an area we need to consider in the
  not just in terms of affordability, but also value for money within
                                                                           coming months. The demand for app development is growing,
  the scale of our capability. However, this should not prevent us
                                                                           but our staff resource is not in place to meet this demand. We
  from considering initiatives which at first glance may seem too
                                                                           need to consider whether to meet the requirement with a small
  ambitious for us. We pride ourselves on our ability to implement,
                                                                           in-house development team, to outsource to a preferred supplier,
  and we should capitalise on this to move forward at pace.
                                                                           to outsource to a range of suppliers as each request is generated,
  Clinicians are often exposed to innovative solutions through their
                                                                           or to create an STP-wide development approach.
  own networks and we will develop a forum where they can
  present these. However, rather than be separate from the                 Agility – we need to position ourselves so that we are able to
  strategy, they will form part of it, and be considered in light of its   scale up and scale down implementation teams quickly and
  priorities and focus.                                                    efficiently. We have achieved this in the past by using
                                                                           secondments from within the Trust to create an implementation
  Clinical Research – we need to work with clinical teams to
                                                                           team. This worked well, but does need good organisation and
  identify their research requirements, create good links between
                                                                           planning as it takes about four months to recruit and backfill
  them and the CIO/CCIO leads within Health Informatics. This is an
                                                                           internally, where agencies can provide staff at very short notice.
  area which can tie in with the point above, and has the potential
                                                                           However, by recruiting internally we are able to deploy staff who
  to enhance the Trust’s reputation as an innovator.
                                                                           already have good insight into the workings of the Trust, and it
  Mobile strategy – we were early adopters of iPad and other               also trains those staff and arms them with new skills and further
  Apple devices, which means we are in the strong position of              their opportunities. Agency and contract staff are used rarely
  already having several hundred mobile devices in use across the          within the health informatics teams, a model we intend to
  hospital. Going forward, this gives us an advantage when taking          continue.
  on new solutions, as we are likely to already have the devices in
                                                                           Analysing the data – accessing the data you want, when you
  place, or can easily scale up without the need for significant
                                                                           want it, by means of a sophisticated but simple tool. Automation,
  additional funding. We need to ensure our mobile strategy is
                                                                           in-depth analysis of data we can trust. The information team aim
  flexible enough to adapt to the fast-paced environment inhabited
                                                                           to take a proactive approach and lead the way in providing a high
  by mobile devices, and that we ensure annual investment is
                                                                           quality service.
  available to refresh both the devices and the management
  software.                                                                Explore AI potential – this is an attractive and current topic, an
                                                                           area we will explore and find ways to exploit.
DIGITAL VISION

  Automate
 One of the stated principles of the overall
 Trust strategy refers directly to digitisation.
 Clinical Admin This is an area where end-to-end automisation of
 tasks such as flow of clinical documents can have significant impact
 on efficiencies and free up both clinical and administrative staff to
 focus on the patient experience.
 Bookings Scheduling systems need to be smarter and less reliant in
 human intervention to ensure modern patient expectations are met
 and utilisation is optimised.
 Records Management The medical record is digitised, but is not
 fully electronic. The development of the hybrid ePR needs to be a
 key deliverable of this strategy.
 Ordering Ensuring diagnostics are ordered without duplication in a
 timely manner and easily acknowledged with minimum room for
 error.
 Coding By purchasing modern solutions where coding is captured
 and automated at point of care, income will be more secure.
 Patient Flow & Coordination We need to build upon digital
 opportunities to ensure our staff are able to locate and move
 patients using up-to-the-minute information. We need reliable
 predictors and the tools and capability to use them.
 Informatics Better access to self-service dashboards by operational
 staff who are able to interpret and probe.
 Corporate systems Continue to exploit national solutions and
 ensure important “behind-the-scenes” workflow are automated
 where possible.
DIGITAL VISION

  Innovate
 Another of the stated principles of the
 overall Trust strategy refers to innovative
 technologies. It is the responsibility of the                          Some thematic examples of innovation:
 digital team to tease out what this means in                           •   Self-care tools
                                                                        •   Pathway management
 real terms.                                                            •   Communication Tools
 Innovation technologies are of interest and can help us with           •   Artificial Intelligence, supporting:
 meeting the many challenges faced by teams across the Trust.                  • image reporting
 However, the benefits are often unproven or exaggerated, and the
                                                                               • scheduling
 success rate is often limited by other factors, including people-
 related.                                                                      • triaging
                                                                               • theatre efficiency
 This does not mean shying away from innovation, but the                •   Bots supporting human system interactions
 governance around the decision-making processes need to be             •   Telemedicine
 robust and implemented at scale. The resources need to be              •   Virtual clinics
 identified ahead of the decision to purchase – often the cost of the
                                                                        •   Chatbot helpdesks/callback
 solution is low, but the change costs are high and the obstacles to
 realising the benefits are not met head on.                            •   Informatics for quality improvement
                                                                        •   Technology changing clinical practice
 The examples on the right provide a idea of where innovation is        •   Technology supporting the workforce
 starting to have an impact. Several are attracting a lot of media      •   Disruptive market entrants, i.e. into providing
 coverage and will soon become accepted projects. The Trust is keen         patient-owned health records (e.g. Google
 to explore and implement.
                                                                            and Apple)
DIGITAL VISION

  Patient-centric Digital Model
  By recognising the patient perspective as a
  key influencer, we can see how the patient
                                                                                            Side panel
  needs to be at the heart of the digital
  strategy.

  The diagram from the Nuffield Trust demonstrates why we must
  end the current organisational digital boundaries which prevent
  the development of a culture of empowering the patient to
  manage their own care.

  • At the centre of the diagram, the patient is harnessing
    technologies for self-care.
  • The middle circle describes the technologies required for
    clinical support and decision-making
  • The outer circle details the operational and financial
    requirements which enable the organisation to be a highly
    functioning trust

  A patient-centric approach will guide us to moving from solutions
  which produce data about a patient to solutions which create
  data for the patient.

                                                                      “Overview of the future digital landscape”
                                                                      (Delivering the Benefits of Digital Health Care, Nuffield Trust 2016)
DIGITAL VISION

  Service Provision
   The discussions around local provision
   versus outsourcing to a managed service
   are always worth considering for a                                      ….that is the question
   corporate service.
   Whilst there are no current plans for outsourcing services, we
   continue to remain open to opportunities in this vein.

   Going forward, as the organisations within the STP become more
   aligned, it will be easier to identify shared goals and efficiencies.
   This may lead to joining teams or to outsourcing collectively.
   There are some areas which lend themselves more easily to this
   kind of set-up, but each proposal will be considered against its
   own merits.

   The ongoing debate of the advantages and disadvantages of
   cloud-based, hosted services will also influence our strategy. In
   time there will be some difficult decisions to make but it is not
   yet sufficiently clear how the market and solutions will develop.
   The digital strategy principles call for an agile & resilient service   SHARED SERVICE
   and this will be an important criteria when considering this type
   of change. In reality this might happen by stealth.
CURRENT STATUS

  GDPR
  The General Data Protection Regulation
  requires organisations which process
  personal data to demonstrate compliance                               Information Commissioner’s Office Advice
  with its provisions; it is our responsibility to
  ensure that the data we hold is secure.                               •   Raise awareness across the organisation
                                                                        •   Document the personal data we hold
  In terms of GDPR, the Trust’s appointed Data Protection Officer       •   Review privacy notices
  will play a key role in providing an objective view of the state of
  the security. The new Data Protection and Security Toolkit
                                                                        •   Ensure individuals’ rights are protected
  provided by NHSD, which replaces the IG Toolkit, gives good           •   Update Subject Access procedures
  guidance in this area and has been redesigned with GDPR in            •   Identify legal basis for processing
  mind.
                                                                            personal data
  In addition, we will follow the advice and guidance of the ICO to     •   Review consent regarding use of personal
  ensure we are GDPR compliant.                                             data
                                                                        •   Review process for gathering parental
                                                                            consent
                                                                        •   Review data breach procedures
                                                                        •   Review Data Protection Impact
                                                                            Assessments
CURRENT STATUS

  Cyber Security
  “GDPR compliance and effective cyber
  resilience are clearly two sides of the same
  coin and it makes sense to take an
  integrated approach to developing a single
  roadmap       towards     compliance     and
  protection.”1

  Cyber security has become a buzzword in the workplace and this
  has had a positive impact welcomed by the health informatics
  department. It has enabled the development of plans for
  upgrading systems and for investment in security solutions which
  previously found it difficult to get onto the list of priorities.

  However, information security as a whole has always been a
  focus for the Trust, and this renewed interest at board level can
  only serve to strengthen the provision. Following on from its
  commitment to GDPR, the toolkit provides a good audit for
  security, and the Trust will use this and other measures to secure
  its interests.

  A primary focus will be on education of users, equipping them
  with the tools to identify and avoid hazards.
  1Roadmap to GDPR and Cybersecurity, Digital Health article by Cazz Ward,
  Assistant Director ICT and Digital at The Big Life group
DIGITAL STRATEGY 2018-2021

                             Section THREE

                             TRANSFORMATION ROADMAP
                             Describing the deliverables
                             and the means of
                             achievement
DIGITAL TRANSFORMATION

  Hybrid ePR
  The Trust will seek a partnership with a
  supplier to provide a hybrid ePR.
  We will select a supplier with an ePR with a modular approach
  but which enables us to keep those departmental solutions we           Hybrid ePR
  currently have and favour.

  Why hybrid and not best of breed?
  A hybrid approach will allow us to focus on the key elements we
  are missing and to procure these simultaneously rather than one
  by one . Integration will be a key element, and we will be seeking
  a supplier with a strong reputation for integration and flexibility.

  A hybrid ePR approach will allow us to seek a strong partnership
  alliance with a supplier in the acute digital record market. It
  replaces the previous “best of breed” strategy by focusing on the
  partnership and by reducing the number of disparate systems.

  We will seek to procure a replacement for our PAS with
  ePrescribing, an A&E module and patient flow/bed management
  capability. We will replace the following solutions:
  PAS/PatientCentre; RealTime; InPatient Lists (IPL).

                                  Legend
         In place                             Complete in 2019/20

         Complete in 2018/19                  Complete in 2020/21
DIGITAL TRANSFORMATION

  Clinical Portal
  The hybrid ePR will provide a one-stop
  clinical portal.
  The clinician will log into the main clinical system and from here     clinical portal examples
  will be able to access each aspect of the patient record. This will
  happen seamlessly, within patient context and will contain
  windows for each aspect. The “landing page” will be configurable
  for each clinician and they will able to view most if not all of the
  information they require in one place.

  The example on the right shows a typical portal layout, where
  each box is a widget containing a summary of the information
  available. If the clinician wishes additional information, or
  perhaps in the case of a PACs image, for example, they click on
  the example and follow the patient through to the background
  information or integrated system.

  In selecting our hybrid ePR partner, the ability to create a landing
  page which is flexible and easily integrated will be key. The
  solution will provide a clinical workspace which will enable the
  clinician to easily input their clinical data, without the need to
  access the back-office PAS/administrative modules.
DIGITAL TRANSFORMATION

  Local Health Care Record
  Surrey Heartlands is now working with
  other STPs as part of the Local Health Care
  Record Exemplar (LHCRE) initiative. This is a
  nationally funded project with the long
  term aim of joining up health records
  across England.
  The Trust is committed to working with the local health
  community to deliver a shared care record, for the benefit of its
  patients and to enable clinicians across the whole care setting to
  provide great care.

  The digital workstream of Surrey Heartlands STP, of which the
  Trust has a leading role, is currently developing the architecture,
  integration and information security requirements.

  Building on this, we are now in in the initial planning stages of
  integration with a wider geographical remit.

  Golden standard requirements:
  Clinicians will seamlessly (using patient context) access
  information across care settings. The information will be
  accessed via a clinical portal in each setting and where applicable
  functionality for bilateral data input will be available. There will
  be opportunities to develop a single care plan. Business
  Intelligence will be securely managed in a data warehouse.
DIGITAL TRANSFORMATION

  Open Standards
  With goals such as the provision of a
  patient portal and a shared care record,
  open standards and interoperability are
  key.
  The Trust will actively seek to work with suppliers who see
  interoperability as a key recipe for success. The hybrid EPR will
  already support a wide range of recognized interoperability
  standards, and our suppliers will be committed to supporting
  upcoming standards and requirements, e.g. FHIR, Transfer-of-care
  standards. The hybrid approach will ensure a rich dataset and will
  be able to share both structured and unstructured data .

  Interoperability within context will be key; i.e each clinician is
  able to view the shared information as an integral part of their
  own clinical information system without having to log in
  separately and without having to search for the patient again

                                       Acute
                                        Care

                                                          Commu
                     Primary
                                                            nity
                      Care
                                                           Care
                                     Shared Care
                                       Record

                           Patient                  Social
                           Portal                  Services
DIGITAL TRANSFORMATION

  Digital Workforce
  The    introduction    of   new       digital
  technologies requires a workforce who are
  technically   capable     and     culturally
  committed to changing their practice.
  The department has a strong IT Training Team who are well-
  known and sought out by the organisation. We have recently
  relocated their main training room to a more central location and
  it is hoped that this will attract staff in greater numbers to make
  use of this service.
  Training in basic skills has moved on recently with the explosion
  in the use of smartphones. Frontline staff struggle less than they
  used to with the basics, but at the sametime, workplace
  expectations have moved on and staff are expected to be au fait
  with Word, Excel and clinical systems. The training team offer
  several courses which address the gaps, but managers need to be
  more proactive in signing up their staff.
  Job Descriptions need to be more specific and the organisation
  has already put in place some minimal requirements regarding
  computer skills. These will be further developed and
  consideration will be given to a basic IT skills entry-level test.
  Where this is not met, it will be possible to put a training plan in
  place.
DIGITAL TRANSFORMATION

  Identifying Outcomes for the benefit of patients
  The starting point for any health strategy
  should be from a patient perspective.                                          Patient Benefits
  There is much discussion around the “I want to tell my story          My clinician has a
  once” vision, which means that the message behind this can get                                I feel part of a
                                                                         good all-round
  tired and lost. The modern patient expects clinicians in each care                           modern healthcare
                                                                       understanding of my
  setting to be part of the wider system, to be joined-up in both                                   system
                                                                          background
  their approach and knowledge of the patient’s needs and history.

  The patient expects us to be able to deliver services using
                                                                            I can book
  modern systems, even if they then choose to use more                                           Improved alerts
                                                                       appointments online
  traditional methods of communication.                                                         strategy – I tell my
                                                                       and feel empowered
                                                                                                    story once
  Yes, we must make sure that patients who don’t use the internet        to amend them
  are able to access our services and make appointments. However,
  that will not be used as an excuse to delay modernisation and
  expoit digital transformation opportunities.                         I know everything I
                                                                        need to about my
                                                                                               I can access self-care
  We will embrace our principle of Empower the Person, and             own healthcare and
  deliver the benefits our patients expect. We will actively engage          history
  with patients via our patient panel and other feedback channels,
  such as “I want great care”.

  We will deliver a patient portal as an integral element of our ePR   I can use the devices
                                                                                               My care is joined up
  and as part of our work with the Surrey Heartlands STP. Patients           I want to
  will be able to access key aspects of their medical record.
DIGITAL TRANSFORMATION

  Identifying Outcomes for the benefit of staff
  “Digital technology can underpin and drive
  care that is truly integrated around the                                           Staff Benefits
  needs of people”.1
                                                                         I feel the systems and
  The principle of Support the Clinician is aimed at delivering the                                I feel part of a modern
                                                                         devices I use help me
  benefits which staff can relate to. To achieve this we will deploy a                                healthcare system
                                                                                 in my job
  communications plan. By using the existing Your eMR Twitter and
  Facebook accounts, we can build momentum with the staff who
  are already engaged and who are keen to try out new
  technologies. There is an established list of clinical and
                                                                                                       Improved alerts
  administrative digital champions who are primed for the next            Reduces DNAs and
                                                                                                   strategy – I don’t have
  large-scale initiative. We will capitalise on this existing             wastage in system
                                                                                                        to keep asking
  engagement and invite other staff to join in, ensuring their
  opinions are heard early in the decision-making process.

  A programme of pre-market engagement around the hybrid ePR                                        I can easily access
  project has already begun. We will build on this to develop and         I know everything
                                                                                                      technical expert
  track the desired outcomes for staff.                                   relevant about my
                                                                                                   support to improve
                                                                           patients’ history
                                                                                                   my working practices

                                                                                                     I am easily able to
                                                                         I can use the devices I
                                                                                                       hand over care
                                                                         want to, where I want
                                                                                                     appropriately and
                                                                                    to
  1 Ella
                                                                                                         efficiently
           Jackson, Harnessed Technology article in NHE Nov/Dec 2017
DIGITAL TRANSFORMATION

  Governance
  We will build upon a strong governance
  framework to monitor the delivery of the
  strategy and provide a digital forum to
                                                                                                Trust Board
  encourage innovation.
  The Integrated Digital Committee, with delegated authority from
  Trust Board, will provide the over-arching governance. It will set
  the priorities in the context of the strategy, be accountable for                             Integrated
  and oversee the delivery, address the issues and control the         Clinical Risk              Digital
  funding.                                                               Scrutiny               Committee
                                                                       Committee
  It will have a dotted line to the Clinical Risk Scrutiny Committee
  to ensure all implementations are assessed for quality and safety.
  It will also have a dotted line to the Information governance                                                 Information
                                                                                              ePR
  steering group to satisfy data protection and security measures                                              Governance
                                                                                         Project Board
  are in place.                                                                                               Steering Group

  The Digital Strategy Forum will also receive applications from
  departments for the consideration of projects which contribute
  to the strategy.                                                                                          Clinical
                                                                                 Project Team             Engagement
  Finally, it will consist of members who are curious about the                                            Workshops
  digital world and will seek to learn and innovate.
DIGITAL TRANSFORMATION

  Investment Opportunities
  If we get the funding models correct, we
  will invest to save, in terms of lives, time                          Case for Investment
  and money.
  The Trust is committed to ensuring funding is available for digital
  transformation and will explore every avenue to ensure
  opportunities are fully exploited. We will commit revenue and
  capital funding of our own and seek funding from technology
  funds as opportunities arise. We will work with our suppliers to
  identify innovative models to the sharing of risks and benefits.
                                                                         Enhancing       Addressing
  With the investment made in the eMR/Evolve programme, we               Reputation         Risk
  were able to identify and realise cash-releasing savings early in
  the implementation. We plan to use a similar approach but it
  does involve rigorous commitment to the principles of the initial
  investment case
                                                                                          Benefit
                                                                         Strategic fit   Realisation
  Not every aspect of the business case is about achieving benefits;
  there are other good arguments which sustain the case for a
  modern ePR. The model on the right identifies our priorities for
  investment.
DIGITAL TRANSFORMATION

  High Level Timeline of ePR implementations
  The projects currently in hand are: Careflow; Order Comms; Maternity solution; wifi replacement; eForms development; Bluespier
  exploitation (mobile, referrals, scheduling). These projects will be delivered in 2018/19, and at the same time the procurement will
  progress at pace for the hybrid ePR. This will put us in a good position to pursue funding opportunities as they arise. The following slides
  detail the timelines and a more specific benefits schedule.

  2018/19                2018/19                 2019/20                   2019/20               2020/21                2020/21
  Q1/2                   Q3/4                    Q1/2                      Q3/4                  Q1/2                   Q3/4
       Careflow Connect
  Maternity system

                                eForms development
                                                                                                    Ophthalmology
           Order Comms                                             Patient Portal                      system
                                                         Digital
                                                 Dictation/Transcription
  GDPR/Security focus
      Hybrid ePR procurement                        Core ePR implementation
       Bluespier
      exploitation                                             A&E module                          Patient Flow
                  UTC system
                                                                              ePMA implementation
   Wireless upgrade
                                            Shared Care Record
                           Focus on cyber security, resilience, future-ready infrastructure
DIGITAL STRATEGY 2018-2021

                             Section FOUR

                             CURRENT STATUS
                             Describing the present
CURRENT STATUS

  Current Services
  The teams supporting the digital strategy
  are generally recognised across the Trust
  for providing a good service.                                         95 information systems

  The varying departments within the health informatics
  department provide a vital support service to ensure frontline        Desktop & Mobile Devices (laptops iPads or iPods)
  staff are able to provide their patient services. In addition, they
  also support every other member of staff in some way with
  regard to their daily working life: using a computer, pager or        3,500 users to support
  mobile device; deploying a new system; learning how to use
  technology: accessing emails, information systems or monthly          450 Mobile Phones & 2,500 telephone extensions
  reports; using the wi-fi.

  The Trust has a streamlined team supporting an ever-expanding         1,400 Pagers
  number of devices and technologies within a tight financial
  envelope. This leads to an element of risk tolerance which needs      480 Wireless Access Points
  to be carefully monitored on an ongoing basis. However, on the
  whole it is a model which works.
                                                                        180 monthly information reports          1.5% of
                                                                                                                  Trust

                                                                        2.5m revenue
                                                                        1.5m capital

                                                                        Approximately 55 Digital Support Staff
CURRENT STATUS

  Team Structure
  The team structure follows a relatively
  traditional model, and also includes the
  Medical Records department.
  There are four main workstreams within the department and
  there are no current plans to change this. The team is
  streamlined and in general we have a smaller establishment that
  in other similar trusts. However, commitment is strong and staff
  retention is high, resulting in a reputation for delivery, and a
  strong support provision.

  There are several identified “single points of failure” where key
  roles are taken by just one member of staff and where a
  minimum of two would in itself be no more than adequate. This
  in areas such as network management, integration, and complex
  database administration (DBA). Recruitment is challenging not
  just from a cost perspective but also in terms of available,
  suitable candidates.

  To counter this risk we have elements of mitigation in place, such
  as occasional support from external suppliers to provide holiday
  cover or to assist with specialised pieces of work. In general, we
  manage this risk, but it is important to recognise it and actively
  improve the situation as opportunities arise.

  Having Medical Records within the structure has enabled large-
  scale projects to deliver on time as decision-makers are already
  working together to achieve the desired outcomes.
CURRENT STATUS

  Digital Maturity Indices
  There are several Digital Maturity Indices
  available to assess the current status of our
  services. They all show the Trust to have
  some degree of optimism from a digital
  perspective.
  1. The Digital Maturity Assessment (DMA) is a self assessment
     tool managed by NHS England to measure the effective use of
     digital technology against three key themes: organisational
     readiness, capability and infrastructure.

  2. The Clinical Digital Maturity Index (CDMI) is a benchmarking
     tool managed by Digital Health Intelligence to assess digital
     maturity by measuring the implementation of a number of
     core and advanced modules.

  3. The Universal Capabilities have been set by NHS England as a
     target for the STP digital roadmaps.

  .
CURRENT STATUS

  Digital Maturity
  Accelerated progress in the Digital Maturity
  Assessment for NHS Digital is required to
  achieve the paperless agenda.                                      Digital Maturity Assessment
  Approximately every 18 months we are required to fill in a self-
  assessment tool for NHSD. This involves IT and clinical leaders
  evaluating and agreeing on our digital maturity by answering a
  lengthy set of questions around areas which have been identified
  as pre-requisites for achieving the 5-year Forward Plan and the
  paperless agenda.

  The figure on the right show our progress from Jan 2016 to
  September 2017 in some key areas of the assessment. Much of
  the progress is due to the implementations of the eMR solution,
  and the vital signs project.

  There are projects ongoing to target Order Comms, maternity
  and infrastructure, but we need to address the issues around
  Transfers of Care and ePrescribing and Medicines Administration
  to make the next big step of improvement.
CURRENT STATUS

  Clinical Digital Maturity Index (CDMI)
  This CDMI matrix, again from self-
  assessment, shows specific solutions
  we need to deploy in order to achieve
  maturity.

  The green coding denotes we have achieved digital
  maturity in 17/34 clinical functions and gone some way to
  address a further seven.
  The proposed hybrid ePR procurement will go some way to
  addressing several of the red areas (e.g. prescribing, and
  clinical portal), and will also improve a number of amber
  sections, particular clinical noting, A&E and scheduling.
  The areas of order comms and results to GPs are covered
  by the current Order Comms project.
DIGITAL TRANSFORMATION

  Roadmap to 2020
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