Clinical Knowledge Publisher Overview and Demonstration

1. Clinical Knowledge PublisherOverview and Demonstration Sandra Davies, Senior Information Manager, Knowledge Services Group November 2012

2. Background and context • Developed alongside NHS Tayside through local clinical and eHealth engagement and partnership with NES Knowledge Services • Problem: NHS Tayside wanted to make it much easier for busy clinicians to create and locate clinical pathways, guidelines and protocols in a consistent and reliable way • ITT issued November 2011 – Bluebay CT awarded contract to produce system • Currently being pilotted in NHS Tayside with 6 clinical pathways groups • Training cascaded via Improvement and eHealth teams • NES Knowledge Services now seeking new partners to pilot system as part of Knowledge into Action actionable knowledge workstrands

3. What is the Clinical Knowledge Publisher? • A web-based system that allows logged-in users to: • Design and publish clinical pathways and guidelines documents • Link items together, e.g. linking from a pathway to a guideline recommendation, web links, resources from The Knowledge Network, or piece of freetext • Apply metadata and taxonomy to pathways and guidelines at a general and granular level, for consistent description and to optimise information retrieval

4. Demonstration • Registration and log-in • Designing a pathway • Linking to related information • Applying metadata and taxonomy • Preview pathway • Roles and permissions • Other admin functionality: • Creating custom styles • Customise link categories • Customise node styles

5. Log-in link Screen pre-log-in

6. New registration link Log-in box Username = email address Password = something of user’s choice

7. New account form Submitted to System Administrator for approval

8. Logged-in Menu bar “Documents” dashboard – search or browse for documents that you have permissions to access

9. Designer toolbar Designer canvas

10. Click on node and drag to place a new node on the canvas

11. Nodes positioned on canvas

12. Join up nodes with Connections

13. Select node, drag to connecting node to place connector

15. Adding text to a node.. Select node by double-clicking..

16. Brings up WYSIWYG text editor. HTML view also available.

18. Use Properties to apply an item style to a particular node to designate something – in this case “red alert”

19. Applying an Item Style. These are customisable by Administrator

20. Use Link to link whole pathway or bits of pathway to supporting information

21. Activates Link Manager Apply different types of linked information: guidelines, urls, free text, pathways, resources from Knowledge Network Organise in categories, configurable at Health Board level

22. Linking to a piece of text and associating with “Information Category”

23. Fires up text editor

24. Linking to a resource from Knowledge Network and associating with Knowledge Network category

25. Search for a resource from Knowledge Network in real-time

27. When a piece of linked information is associated with a node a little “i” icon displays

28. Apply taxonomy to complete pathway or nodes within pathways

29. Search from a controlled list of taxonomy terms

30. Or enter Keyword

31. These terms can be made available to assist retrieval of the pathways at both general and granular level.

32. Save pathway before previewing

33. Preview pathway

34. Expand page to see additional info

35. Basic admin metadata

36. Key

37. Linked resources organised into categories

38. More Key examples

39. Example of linking to a pathway

40. Administrator Functions

41. Changing style and presentation of pathway, e.g. colours, borders etc. on a per Board basis

43. Configure Link Category settings on a per Board basis

44. Configuring node styles on a per Board basis

45. Approving new users and assigning roles

46. Roles

47. Create teams of users to work on same document

48. Create team and assign users to team

49. Any questions?