1. The EDM debate - what Tribal has learnt in the last year
Wendy Clark, 13 March 2008

2. My background and why EDM is of interest
Introduction
My background and why EDM is of interest
Over 17 years NHS experience - 6 years with Board level responsibility for Information, IT and Health Records
Tribal Health lead Director for EDM
Why we are here today
MOU with ASSIST
EDM and health record assignments
Generate debate
What we know
Range of tenders over the last 12 months
Understanding of what is driving organisations
Consistent questions/discussion
Here to give a short overview of what we have seen in the market place over the last 12 months and feedback what we have been told and debates we have engaged in.
NHS experience – know first hand the issues around health records management and the frustrations of the storage and retrieval of corporate documents
Tribal has experience, skills, products and services which are relevant to potential clients – end to end
I am part of our Health Informatics team and we are Keen to work with ASSIST to support debate on the issues which are facing informatics staff in the NHS today
We have undertaken a number of health records reviews, which have involved providing strategic advice on an EDM strategy, assisted Portsmouth to undertake a workflow analysis and impact assessment as part of their EDM deployment and talked to a number of suppliers providing records storage facilities, EDM products and consultancy support
What do we know?

3. The last 12 months Wide variety of procurements
Support to procure and implement an electronic document management system for Trust Corporate offices
Review of records workflows and strategic advice on EDM
Workflow analysis with impact assessment
Combinations of:
Off site storage
Scanning service
Provision of an electronic health record service
We were not involved in bidding for all these assignments but did take the opportunity to talk to a broad range of individuals and organisations, so what did they tell us

4. What organisations are telling us
Drivers
Clinical and information governance
Patient experience and safety
The physical environment
Modernisation of services
Rising costs
Knowledge and information management
NPfIT implementation – timetable and confidence

5. What questions organisations are asking us
What are the options - Health records / other documents / archive or workflow?
Compatibility with NPfIT?
What are the potential solutions?
Size of price tag / VFM ?
Will clinicians use the system?
What are the key implementation questions?
Phasing
Scope
Change management
Information governance

6. Conclusions
Definite change in the level of interest in EDM and options for health records management
National thought leadership / direction / standards are lagging behind the service
Lots of organisations are thinking the same things/asking the same questions
Need for greater understanding of the supplier market place
Need to share ideas and experience