Stockport PCT Provider Services

1
Stockport PCT Provider Services Community
Information Models Workshop Laura
Foster Associate Director Provider Finance
Information 9th October 2008
2
As-Is Major Systems Diagram
HUMAN RESOURCES
FINANCE
Pay file
Journal upload
Bank Staff
Income Expenditure
SUN
Vision Executive
Manual
ESR
Payroll
Training
OTHER ACTIVITY
NPfIT
Child Health
Excel
GUM
PROVIDER SERVICES CORPORATE
Dental Service
Scorecard
Excel
Kodak Dental System R4
3
As-Is Systems Diagram NPfIT

• Systems
• iPM patient management system
• Other databases due to legitimate relationship
  issues
• Functionality
• Record of patient activity, date, prof.,
  source, follow-on, etc.
• Management of patients - waiting lists, letters
• Benefits
• Part of NPfIT central development, testing,
  link to spine
• Common to region local user support network
• Information Gaps
• Issues with data quality, timeliness of input
• Very poor reporting capabilities SQL skills
  needed
• Requires tight conformance to coding rules to
  maximise benefits
• Stakeholder Engagement
• Seen as a low priority by many clinicians

NPFiT
Child Health
Excel
4
Eg Activity Report Face to Face by Service
5
Example Waiting List Reports
6
As-Is Systems Diagram - Finance
FINANCE

• Systems
• SUN Accounts - hosted system for Stockport PCT
• Vision Executive for reporting, wide use of
  Excel
• Functionality
• Income expenditure, (balance sheet) only
• Paper based purchase ordering to Procurement
  Hub, various Excel trackers both in finance and
  in individual services
• Benefits
• Only used by Stockport PCT should allow
  flexibility of use and speed of development
• Information Gaps
• Limited data entry sophistication limits
  reporting options
• Limited knowledge of SUN and no module for
  budgeting forecasting, allocations, fixed
  assets, asset maintenance, allocations, purchase
  to pay, etc.
• Limitations of Vision reporting systems
• Stakeholder Engagement
• Seen as a low priority by PCT finance budget
  and time

Journal upload
Income Expenditure
SUN
Vision Executive
7
As-Is Systems Diagram Human Resources
HUMAN RESOURCES

• Systems
• ESR
• Bank Staff database
• Functionality
• Master HR database
• Payroll
• Training
• Benefits
• National system NHS specific
• Information Gaps
• Data quality in ESR hierarchy and link to
  finance
• Payroll has no split by pay type sickness,
  maternity etc.
• No time and attendance system
• Limited reporting capability outside of HR
  (shared service)
• Stakeholder Engagement

Pay file
Bank Staff
Manual
ESR
Payroll
Training
8
As-Is Systems Diagram Other Activity

• Systems
• MSoft
• Soft Options
• Kodak Dental System R4
• Functionality
• Stock control (MSoft, Soft Options)
• Service specific requirements (dental)
• Benefits
• Meets individual service requirements
• Captures all activity data in a commissioning
  approved system
• Information Gaps
• Manual combining of data centrally to get
  complete Provider Services activity information
• Multiple systems require multiple skill sets
• Stakeholder Engagement
• Strong service stakeholders

OTHER ACTIVITY
GUM
Dental Service
Kodak Dental System R4
9
As-Is Systems Diagram PS Corporate

• Systems
• Excel SABs database
• Functionality
• SABs database has automated notification and
  action system
• Excel used to track incidents, risks Excel
  balanced scorecard updated manually
• Benefits
• Meets specific requirements
• Information Gaps
• Basic scorecard developed potential to be
  improved and have system driven updates
• Lack of integrated management information
• Stakeholder Engagement
• Individual enthusiastic stakeholders in each
  area
• Future Plans
• Ulysses (Safe Guarding)for incident management,
  this includes modules for complaints, claims and
  assurance framework will link to ESR (already
  purchased)

PROVIDER SERVICES CORPORATE
Scorecard
Excel
10
Example Balanced Scorecard
11
As-Is Systems Diagram - Estates
ESTATES

• Systems
• Excel one-off activity Spring 2008
• Functionality
• Shows locations, rooms and usage as at Spring
  2008
• Benefits
• Required for capacity planning and improving
  estate utilisation
• Information Gaps
• Isnt currently part of any management process
• Stakeholder Engagement
• Minimal
• Future Plans
• Link into capacity planning, costing etc.

12
As-Is Major Systems Diagram No Integration
HUMAN RESOURCES
FINANCE
Pay file
Journal upload
Bank Staff
Income Expenditure
SUN
Vision Executive
Manual
ESR
Payroll
Training
OTHER ACTIVITY
NPfIT
Child Health
Excel
GUM
PROVIDER SERVICES CORPORATE
Dental Service
Scorecard
Excel
Kodak Dental System R4
13
To-Be Step 1 Management Information
HUMAN RESOURCES
FINANCE
Pay file
Journal upload
Bank Staff
Income Expenditure
SUN
Vision Executive
Manual
ESR
Payroll
Training
OTHER ACTIVITY
MANAGEMENT INFORMATION
Qlikview
NPfIT
Child Health
Excel
GUM
PROVIDER SERVICES CORPORATE
Dental Service
Scorecard
Excel
Kodak Dental System R4
14
To-Be Step 1 Management Information

• MANAGEMENT INFORMATION
• Combining information from multiple data
  sources
• Access to information data analyst rather
  than technical skills required
• Turn data into management information
• Drive data quality major issue
• Capacity planning
• Payment by Results
• Driving corporate objectives
• Tendering
• Activity based budgeting
• Benchmarking
• Monthly management information packs
• Why Qlikview?
• Low entry price, flexible, easy to implement
• Links into all data sources

MANAGEMENT INFORMATION
Qlikview
15
The Goals?

• Fully integrated clinical and business systems
• Possibly stand alone from the PCT
• High data quality
• Consistent cross organisational data
  definitions
• Seamless ability to work with partners across
  systems
• Excellent, timely management information
• Excellent business analyst skills in-house