NHS MEL (2000)7
Dear Colleague NATIONAL DATA RECORDING FOR DELAYED DISCHARGE Introduction 1. NHS MEL(1999)33 announced details of the pilot data recording trial to test national standard definitions, reasons for delay and data recording rules for delayed discharge. That MEL confirmed that lessons learned during the pilot period would be taken into account before the move to mandatory participation in the data recording which takes effect from 1 April 2000. 2. By revision to the original MEL Annexes, this letter attaches the outcome of the consideration of progress made conducted by the Multi-Agency Working Group (MAWG). The changes to the original dataset are few and relatively minor. In each case the alterations made to the original dataset are shown in bold type. 3. Annex A to this letter includes the final national definitions of delayed discharge and ready for discharge date that are to be applied from 1 April 2000. Annex B lists the reasons for delay to be used in the data recording. 4. Full data recording instructions are available from Phil McNicol, ISD Definitions and Standards Manager, ISD Scotland, Trinity Park House, South Trinity Road, Edinburgh EH5 3SQ (Tel: 0131 551 8360, Fax: 0131 551 1392, E-Mail: Phil.McNicol@isd.scot.nhs.uk). Action 5. As announced in NHS MEL(1999)33 a mandatory national data recording system for delayed discharge will commence from 1 April 2000. Health Boards, working with their NHS Trust and Local Authority care partners, will participate in ongoing quarterly statistical recording of delayed discharges, against the definitions and processes set out in the attachments to this letter. The first quarterly census date will be 30 June 2000. 6. Health Boards are responsible for co-ordinating the information and ensuring that the data required is submitted timeously. The information provided will further inform the reasons for delay and the work that is already underway to reduce/remove the delays experienced. |
21st February 2000 ______________________________ Addresses For action For information Enquiries to: Definitional Issues Other Mr P Harley Mr W Moore |
Yours sincerely
KEVIN J WOODS RICHARD GRANT
Scottish Executive Health Department
AnnexA
Scottish Executive Development Department
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NATIONAL DATA RECORDING FOR
DELAYED DISCHARGE Instructions for MANDATORY National Data Recording |
Introduction
These instructions are for mandatory delayed discharge data collection and submission from 1st April 2000. They embody changes agreed by the Multi-Agency Working Group at its meeting in November 1999 and supersede the trial recording instructions issued in March (Version 1) and December (Version 2) 1999. Key changes from the Version 1 (March 1999) instructions are shown in italics.
General National Data Recording Rules
An inpatient in an NHS hospital whose actual discharge date is later than the ready-for-discharge date is defined as experiencing a delayed discharge from the point of readiness for discharge (see definitions of "delayed discharge" and "ready for discharge date" in Annex B). The national data recording target group comprises all such inpatients in all specialties in NHS hospitals experiencing a delayed discharge at the quarterly census points. Please note that this covers patients awaiting internal transfer within the NHS as well as patients waiting to move into the community. Patients destined to undergo a change of setting for reasons other than their clinical readiness to move on to the next stage of care are excluded (eg patients destined to be shifted from a hospital to a community setting purely as part of a recommissioning programme).
The point of readiness for discharge can be thought of as the point from which the patients care would be more appropriately provided somewhere other than the bed that he/she currently occupies.
Thus, a "snapshot" of patients in the target group experiencing a delayed discharge will be taken at the following census points:
30th June 2000
30th September 2000
31st December 2000
31st March 2001
The general approach for the data recording is to record information about these patients to the level of detail that is of most value locally, with the requirements of the national census as a MINUMUM. Although the national data recording takes the form of a quarterly census, data recording on delayed discharges is encouraged on an ongoing "real-time" basis. This will assist joint working by allowing identification of delayed discharges from when they first occur and the reason(s) for delay in discharge during the period of delay. The national quarterly census data should then become a simple by-product of this process.
National Census Dataset (Mandatory where applicable):
Hospital Location Code
Patient ID (CHI or Case Reference Number)
Postcode
Date of Birth
Specialty Code
Self-funder
Date of referral for social care assessment
Ready-for-discharge Date
Principal Reason for Delay In Discharge at Census Point
Trusts and Local Authorities are free to record whatever data is of most value locally, provided the definitions are adhered to and all applicable mandatory national census data items are included. The extent of the local dataset will be largely determined by the types of statistical analyses that organisations may wish to produce for their own purposes, eg:
Whatever the extent of the local dataset, it is recommended that all reasons for delay in discharge are charted for each patient during the period of delay, as more than one reason for delay may apply either sequentially or concurrently, and it will be easier to identify the principal reason for delay at the census point(s).
Please note the introduction of new reason for delay code 45 - "awaiting routine discharge: routine administrative arrangements are complete and prospective discharge date is known". This is to enable the separate identification of routinely discharged patients who remain in situ for a short, insignificant time beyond ready-for-discharge date.
It is recommended that the local data spreadsheet is updated on an ongoing, "real-time" basis. Thus the census data can be easily generated on the day of the census using the following criteria:
Include in the census all patients for whom:
If discharge date is present:-
- ready-for-discharge date IS BEFORE the census date AND
- discharge date IS AFTER the census date
If discharge date is not present:-
- ready-for-discharge date IS BEFORE the census date
Data recording
Data should be recorded in a Microsoft Excel spreadsheet, one patient record per row and one data item per column. You will therefore need as many columns as data items in your full local dataset, thus:
Examples:
Hosp Loc. code | Patient ID | Postcode | Date of Birth | Specialty | Self-funder? | date of referral for assessment | ready-for-discharge date | reason(s) for delay in discharge
during period of delay |
||
S226H | 2187549342 | EH4 7DE | 11/04/1929 | AB | N | 21/06/1999 | 21/06/1999 | 11 | ||
S226H | 1211527647 | G4 9FY | 04/11/1931 | AB | Y | 26/05/1999 | 15/06/1999 | 24B | 52 | 61 |
S116H | 3342986531 | KY2 5BW | 23/02/1974 | AR | X | 13/06/1999 | 28/06/1999 | 52 | ||
H202H | 5438642813 | IV2 6FX | 12/08/1952 | C11 | 29/06/1999 | 45 |
You should have as many columns as you think youll need for reasons for delay in discharge - three are featured above just for the sake of the examples. It is suggested for practical reasons that five should be the maximum. Again for practical reasons, reasons for delay in discharge are likely to be recorded in chronological order of commencement, but dont forget that more than one reason for delay can apply simultaneously. For the national census "snapshot", record one Principal Reason for Delay at Census Point (to full 2 or 3 digit detail).
NB:
1) Principal reason for delay at the census point for all delayed discharges must be agreed by all agencies involved in each patients discharge planning, both NHS and non-NHS, in keeping with the spirit of the definitions. If such agreement is not reached, code 8 (Principal reason not agreed) must be recorded. It is essential that your data notification arrangements include notifying the principal reason for delay for each delayed discharge at each census point to the person responsible for recording the census data.
2) If a particular data item is unavailable or inapplicable for a delayed discharge patient, leave it blank in the spreadsheet - dont exclude any patients from the census because of incomplete data.
Dataset Details
Data item | Instructions/Comments | |
Hospital Location code | National standard code (format ANNNA) | |
Patient ID | Hospital number or CHI number | |
Postcode | Patients postcode of residence | |
Date of Birth | Record in format DD/MM/CCYY | |
Hospital Specialty code | This is the specialty of the HCP responsible for the patient in the bed - eg AB = Geriatric Medicine | |
Self-funder | If applicable. Record "Y" = Yes, "N" = No or "X" = Unknown | |
date of referral for social care assessment | If applicable | |
ready-for-discharge date | the point from which the patients care would be more appropriately provided somewhere other than the bed that he/she currently occupies | |
reason(s) for delay in discharge | from the coded list. The coding is hierarchical and allows reason(s) for delay in discharge to be coded to 1st, 2nd or 3rd digit detail as appropriate according to the information available. Record all valid reasons to the level of detail available - eg: | |
community care arrangements reason (no further
detail available) community care arrangements - awaiting completion of social care arrangements community care arrangements - awaiting completion of social care arrangements: Nursing Home placement (not NHS funded) |
code 2 code 25 code 25C |
|
If a new reason occurs during the
period of delay, record it as the next of the sequence. For the quarterly census, record the PRINCIPAL reason for delay in discharge that applies at the census point (it will not necessarily be the last one to be recorded). If agreement on the principal reason by all agencies involved in the patients discharge planning is not reached, record code 8 - Principal reason not agreed. |
The spreadsheet should be submitted by NHS Trusts and Directly Managed Units via Health Boards to Phil McNicol, Room B040, ISD, Trinity Park House on floppy disk within 10 days after each census point (eg by 10th July 2000 for the June 2000 census), ensuring that you comply with all requirements for the passage of confidential data.
ISD staff are happy to visit sites for data recording training purposes by arrangement - please contact Phil McNicol, Definitions & Standards Manager, tel: 0131-551 8360 in the first instance.
Annex B
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NATIONAL DATA
RECORDING FOR DELAYED DISCHARGE
Definitions and Reasons for Delay for use in National Data Recording |
Definitions (NB: words in bold denote an associated term which is defined in its own right)
Delayed discharge
A delayed discharge is experienced by an inpatient occupying a bed in a hospital specialty/significant facility who is clinically ready to move on to the next stage of care but is prevented from doing so by one or more reasons for delay in discharge. The "next stage of care" covers all appropriate destinations within and outwith the NHS (further inpatient episode, patients home, nursing home etc). The date on which the patient is clinically ready to move on to the next stage of care is the ready-for-discharge date which is determined by the consultant/GP responsible for the inpatient care in consultation with all agencies involved in planning the patients discharge, both NHS and non-NHS. Thus the patient is ready-for-discharge, but the discharge is delayed due to one or more:
Notes
Ready-for-discharge date
NB: this definition supersedes the one currently featured in the "General Terms" section of Chapter 1 of the "Definitions & Codes for the NHS in Scotland" manual (page 1.9-8 of the paper version).
Ready-for-discharge date is the date on which a hospital inpatient is clinically ready to move on to the next stage of care. This is determined by the consultant/GP responsible for the inpatient care in consultation with all agencies involved in planning the patients discharge, both NHS and non-NHS. A patient who continues to occupy a hospital bed after his/her ready-for-discharge date during the SAME inpatient episode experiences a delayed discharge, and the bed is blocked.
Notes
Reasons for Delay in Discharge
SOCIAL CARE REASONS:
1 - Community Care Assessment
11 | awaiting commencement/completion of post-hospital social care assessment (including transfer to another area team). Social care includes home care and social work OT. |
12 | post-hospital social care assessment completed: awaiting agreement of senior social work practitioner |
13 | disagreement about social care recommendations between social work and health services |
2 - Community Care Arrangements
21 | awaiting re-start services to discharge home |
22 | awaiting new services to discharge home |
23 | non-availability of public funding to purchase Residential/Nursing Home Place: |
23A | Residential Home place |
23B | Nursing Home place |
24 | awaiting place availability: |
24A | in Local Authority Residential Home |
24B | in Independent Residential Home |
24C | in Nursing Home (not NHS funded) |
24D | in Specialist Residential Facility for younger age groups (<65) |
24E | in Specialist Residential Facility for older age groups (65+) |
25 | awaiting completion of social care arrangements: |
25A | Local Authority Residential Home placement |
25B | Independent Residential Home placement |
25C | Nursing Home placement (not NHS funded) |
25D | Living in own home - awaiting social support (eg carer) |
25E | Living in own home - awaiting procurement/delivery of equipment |
25F | Specialist Housing provision (including sheltered housing and homeless patients) |
HEALTHCARE REASONS:
3 - Healthcare assessment
31 | awaiting commencement/completion of post-hospital healthcare assessment |
32 | disagreement about healthcare recommendations between social work and health services |
33 | change in patients health circumstances (eg. healthcare assessments need to be re-done). If the patient continues to receive appropriate healthcare in the hospital bed as a result of a change in health circumstances, the patient is NOT a delayed discharge. |
4 - Healthcare arrangements
41 | awaiting completion of healthcare arrangements (delivery of community health services etc) |
42 | awaiting bed availability in other NHS hospital/specialty/facility |
43 | awaiting bed availability in non-NHS facility (eg hospice, NHS funded bed in Private Nursing Home) |
44 | awaiting availability of transport |
45 | awaiting routine discharge: routine administrative arrangements are complete and prospective discharge date is known |
PATIENT/CARER/FAMILY-RELATED REASONS:
5 - Legal/Financial
51 | legal issues (including intervention by patients lawyer) - eg informed consent |
52 | financial and personal assets problem - eg confirming financial assessment |
6 - Disagreements
61 | internal family dispute issues (including dispute between patient and carer) |
62 | disagreement between patient/carer and health services |
63 | disagreement between patient/carer and social work services |
64 | disagreement between family and health services |
65 | disagreement between family and social work services |
7 - Other
71 | patient exercising statutory right of choice |
72 | patient does not qualify for care |
73 | family/relatives arranging care |
74 | other patient/carer/family-related reason |
OTHER
8 - Principal Reason Not Agreed (ONLY for use in quarterly national data census)