Ward Round Report 0
Ward Round Report 0
Ward Round Report 0
1
Contents
Foreword 3
Executive summary 5
Introduction 10
The Process
B
Scheduling ward rounds and
considering allied activities 17
Before the ward round 19
During the ward round 20
Documentation and clinical records 23
Communicating with patients,
relatives and carers 25
Protecting vulnerable patients 26
After the ward round 26
Outside the ward round 27
Education, training and learning 28
The Environment
C
Physical environment 30
Dignity, privacy and confidentiality 31
The role of technology 31
Different inpatient settings and scenarios 33
Quality management,
D research and innovation
Quality management, research and innovation 36
Working party 38
Appendix 1: surveys of professions 40
2
Modern ward rounds
Foreword
Sarah Clarke
Clinical vice president,
Royal College of Physicians
The ward round remains a cornerstone of medical a clear vision of the modern ward round and a
and nursing practice, underpinning the quality straightforward road map of how to realise it –
of daily care for inpatients in our hospitals. More while recognising that the obstacles faced by each
than that, it provides unique opportunities for NHS trust will be different. The five fundamental
sharing knowledge and promoting effective principles, each with three recommendations, offer
communication between the multidisciplinary team a simple but effective template for any trust to
and patients – and with relatives and carers. map against their current practice and, if necessary,
redesign their ward round processes.
Although there is no agreed national guidance Although the guidance is for use regardless of
for ward rounds, many of our dedicated and the clinical situation, we recognised earlier in the
experienced NHS staff have developed innovative year a need for specific guidance on ward rounds
and cohesive practice in their own hospitals. and patient assessment during COVID-19, and
We have been able to draw on this best practice produced a supplementary document.
to inform these guidelines, and I am grateful to
colleagues in many NHS trusts who submitted Importantly, the Getting It Right First Time (GIRFT)
supportive case studies, available as an appendix NHS improvement programme, led by frontline
to this document. clinicians, has endorsed the guidance and will
ensure it is embedded into NHS practice. With 7
The RCP and RCN first published guidance on days ward rounds, streamlined decisions can be
ward rounds in 2012. This update offers a more made to optimise patient care, the patient pathway
detailed and thorough reworking of the principles, and inpatient bed resources. New digital healthcare
preparation and processes necessary for a solutions should be adopted to facilitate the ward
successful ward round. Much has changed in the round and subsequent administration, inpatient
intervening years, with greater participation of care and discharge.
other members of the multidisciplinary team who
have increasingly extended roles, and the emphasis I would like extend my personal thanks to members
on true patient involvement and shared decision- of the working party for their leadership and
making. Accordingly, this guidance was developed commitment in producing the guidance, and in
by a wider range of professional healthcare particular the RCP’s John Dean and the RCN’s Nicky
organisations and NHS England, in partnership Ashby for steering the guidance to publication in
with patients and carers. this extremely difficult year for the NHS, when all
attention was focused elsewhere. With a brighter
Guidance is nothing without implementation, post-vaccine future to come, we can improve the
and in an NHS that receives a constant stream inpatient experience for healthcare professionals
of guidance on all aspects of medical practice, and patients alike.
our focus is to encourage adoption by setting out
3
Modern ward rounds
Foreword
Dame Donna Kinnair
Chief executive and general secretary,
Royal College of Nursing
It has been extremely satisfying to witness the a framework not only to achieve the best possible
huge amount of cross-organisational and cross- outcomes for their patients, but also as a tool to
disciplinary collaboration that has gone into help them deal with the increasing demands and
creating this report. pressures placed upon their resources. Patients,
their families and carers see ward rounds as a
That work reflects, of course, the approach which chance for clarity, reassurance and advice from all
must be taken in order to carry out effective ward those charged with their care. As one RCP Patient
rounds: it takes a multidisciplinary team, where the and Carer Network member put it: ‘Explain and
experience and expertise of individuals – no matter agree the plan for my care – and let me know how
which branch of healthcare they represent – to it’s going.’
contribute to the best outcome for each patient.
Effective multidisciplinary teams are wholly
The patients, their families and carers are a crucial dependent on there being the right number of
part of the ward rounds process too – they have professionals, with the right skills, in the right place
a unique insight into the background, history at the right time. It is paramount that governments
and general health and wellbeing of the patient invest in our healthcare system to ensure our patients
themselves. And that’s why I’m particularly pleased get the safest and best care they need and deserve.
to see patients, families and carers at the heart of
this report. I welcome this report, and the RCN commits to
doing everything it can to embed the practices
Ward rounds are an essential component of it sets out as widely as possible.
clinical practice. Healthcare professionals need
4
Modern ward rounds
Executive summary
Ward rounds are the focal point for a hospital’s
multidisciplinary teams to undertake assessments
and care planning with their patients. Coordination
of assessments, plans and communication is essential
for effective and efficient care.
There are many examples of good, exemplary and This guidance has been developed by UK healthcare
innovative practice related to ward rounds in the UK. professional leaders, along with patients, and has
These show what is possible helping to achieve the the potential to revitalise care to improve outcomes.
best outcomes for patients. It describes best practice for multidisciplinary
patient review in hospital wards which teams should
The delivery of high quality and effective work towards. Adaptation of the recommendations
ward rounds are challenged by a number of to specific patient groups and care settings would
factors including completing clinical priorities be expected.
of staff, workforce gaps, inadequate planning,
unwarranted variation in practice and an absence
of training in the skills required to deliver complex
Preparation
multidisciplinary team care. The purpose of ward rounds is to monitor the
patient’s progress, clarify diagnoses and relevant
This can lead to frustration for staff and patients,
problems, and for the clinical team to work with the
and can lead to errors in care, longer stays in
patient to coordinate, document and communicate
hospital and readmissions.
a management plan. This should include goals
This report: and discharge plans. Ward rounds should also
incorporate clinical safety checks and education.
brings together the good practice
currently being delivered in the NHS. Effective ward rounds can only be delivered
in a well-organised ward by a team that is likely
enables clinical teams to self-assess to include new and extended roles of healthcare
against good practice and identify priorities professionals and other staff. Ward teams must
for improvement. agree roles and responsibilities, and necessary
equipment must be available and maintained.
offers organisational leaders a template for
The scheduling of ward activities, including ward
a standardised approach to multidisciplinary
rounds, is key to ensuring that staff and patients are
team inpatient assessment, which can
available to participate in a calm environment.
be delivered through hospital-wide
improvement programmes. Patients and families must be prepared for ward
rounds and need to understand when they will
describes how care can be delivered in
happen, who will be involved and how they
hospital in partnership with patients,
can maximise the opportunities presented by
families and carers.
ward rounds. This will include written and verbal
reiterates and updates the guidance information for patients. Mechanisms for patients,
published in Ward rounds in medicine: families and carers to develop questions and
principles for best practice (2012). While that communicate their priorities and needs should be
guidance was welcomed, it has not been in place.
widely implemented.
Ward rounds should happen daily in acute hospitals,
led by senior clinicians, though not all patients will
require review every day.
5
Modern ward rounds
The shift handover should gather information Ward round team members should be introduced
on the patient’s condition, which then feeds into to patients individually. Communication with
multidisciplinary team planning by all members the patient should take place at eye level, in as
of the team prior to the ward round in a board private an environment as possible, and this is
round or huddle. This will provide an overview particularly important at the start and end of
of all patients on the ward, prioritises those who the assessment.
require early review, and identifies actions for team
members to take. The ward round’s review and decision-making
processes collate all relevant information for
The board round should particularly highlight discussion on the patient’s condition and
delays in care that can be addressed, as well as progress. Providing and assimilating this
discharge planning. Patients requiring specific information should be delegated to clearly
infection prevention and control measures should defined team members. Dialogue scripts for
be highlighted. Information that will affect the leader and professional members provide
decision-making should be collated before the structure and have demonstrated benefit.
round’s bedside review. This may affect the Clinical reasoning and decision-making should
planned timing of ward activities, including be documented.
the rounds.
The team should use structured documentation
that incorporates safety checklists and key
The ward round elements of plans, such as escalation plans and
process and team details of what has been communicated with
patients. This must incorporate medication and
The ward round should review the most unwell monitoring chart review. Written summaries for
patients first, followed by those who could patients are helpful.
be discharged that day, before completing
reviews of the remaining patients. The ward More detailed discussions with patients, families
round lead should clarify team members’ roles and carers around difficult decisions should take
and set the tone for participation and learning place outside the ward round to allow adequate
for each round. It is particularly important to time and an appropriate environment.
begin the round at the agreed time, in order to Other more complex assessments should also
ensure efficiency and maximise teamworking. take place outside the ward round.
There should be mechanisms in place that allow
Interruptions during the ward rounds are
all professional staff to input into ward round
frequent, but can be minimised by careful
discussions and decisions. The continual presence
scheduling of activities and staff roles. Ward
on the ward round by all multidisciplinary
coordination is a key role, and the individual
team members is not necessary, but input
responsible for this should not have other
and involvement from the staff who know the
competing responsibilities, particularly when
patient best – usually the nurse directly caring for
many ward activities are happening, but the
the patient – is essential. For patients receiving
coordinator does not have to attend the whole
rehabilitation, this may be a therapist. Without
round, and they are likely to be interrupted.
this involvement, it is unlikely that the best clinical
The coordinator provides vital input to pre- and
decisions will be made. Pharmacy input is also
post-ward round board rounds/huddles, as well
essential for most patients and, where resources
as receiving regular updates during the round
allow, there are demonstrable benefits to the
so that care can be progressed.
ward pharmacist being part of the ward round.
6
Modern ward rounds
7
Modern ward rounds
Shift handover
Board round
Briefing
Ward round
Team Actions
Lead Confirm diagnosis and problems
Note keeper Address patient’s questions
Patient advocate Review progress against plan
Communicator Check safety measures
MDT members Teach and learn
(as appropriate and available) Revise plan with patient
Complete structured documentation
Assign actions
Debrief
MDT handover
8
Modern ward rounds
Ward round
fundamentals
Key principles Summary recommendations
* In some settings this may be senior nurses or therapists (see report case studies)
9
Modern ward rounds
Introduction
Multidisciplinary assessment for care planning is essential
for the safe, effective and personalised care of patients
admitted to hospital.
This report provides updated best practice Key elements that have changed include:
guidance for multidisciplinary teams and clinical
and operational leaders caring for, or supporting significant staffing shortages in doctors
patients in wards. The guidance can also be used and nurses1,2
by patients, their families and carers to recognise clinical professionals undertaking extended roles
what good care looks like, and what patients
should expect from ward rounds. It outlines the RCP’s Safe medical staffing guidance,3 and
key elements of patient- and family-centred staffing guidance for other clinical professions2
multidisciplinary team review and care planning,
and how this can be facilitated through the focus the increasing use of multiple electronic
that ward rounds provide for staff and patients. record systems
When we refer to patients, we also include family increasing numbers of frail older people with
members, carers and significant people the potential cognitive impairment in hospitals
patient wishes to be involved. hospital occupancy pressures, including
Ward rounds in medicine: principles for best patients being cared for by teams across
practice was published in 2012 by the Royal multiple wards, sometimes called ‘outliers’
College of Physicians (RCP) and Royal College or ‘boarders’
of Nursing (RCN). While widely referenced, national guidance on patient flow from the
there is continued frustration among clinicians NHS Emergency Care Improvement Support
that multidisciplinary care planning and Team endorsed by RCP and Society for
communication for patients in hospital is still Acute Medicine4
far from optimal. This creates inefficiencies,
increased risk, and care plans that are not other national guidance on care delivery,
appropriately agreed with patients, carers for example acute clinical deterioration
and families. or discharge5,6
Ward rounds are a fundamental function of a better understanding of human factors that
clinical practice. Acute care capacity pressures influence decision-making and teamworking
in hospitals across the UK – and demand and
a greater emphasis on shared decision-making
capacity pressures across the wider health and
and patient and family/carer involvement
social care system – have led to a renewed focus
on the importance of ward rounds for safe, the need for better advance care planning and
effective and efficient communication and clinical end-of-life decisions.7
decision-making.
The hospital working environment has changed
since the 2012 guidance was published.
*This report uses the terms ’ward’ and ’ward round’ extensively. In the UK, a ward is a physical space in which a group of
patients receive care from a common nursing team. It can sometimes be called a unit. Ideally the other members of the
multidisciplinary team will also be common to that ward’s patients, but often have responsibilities across a number of wards.
The processes described should occur in each ward or unit, and be replicated wherever possible within the organisation.
Some members of the team may therefore be participating in multiple ward rounds in multiple wards or units.
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Modern ward rounds
While some of the recommendations may The effectiveness of ward rounds should be
appear basic, our evidence† suggests that monitored, their benefits maximised, and the
a consistent approach as described in this processes, behaviours and skills required should
report is uncommon. Although it is rare for all be continuously improved.
recommendations to be fulfilled, the report
draws from good practice that is happening in Teams should self-assess their current practices
the UK or internationally. Current constraints against this guidance and identify priorities
make it challenging to deliver care as described, for improvement, and hospitals should set up
but all teams will find areas where they can improvement programmes to support these
improve practice. The recommendations are not changes. We will be running implementation
proscriptive, as local context will determine how programmes to enable service changes by
these principles can be applied and adapted to teams and hospitals.
specific patient groups and settings.
‘Explain and agree the plan for my care – and let me know how it’s going.’
In our surveys, nurses were sometimes perceived by medical staff to be too busy with
nursing tasks for increasingly complex patients, however nurses expressed frustration
at not being always involved in wards rounds.
‘The junior staffing rotas are so fragmented that attendance on sequential ward
rounds is poor and their learning opportunities reduced.’
† Evidence was gathered through member surveys, and through the committees, networks and forums of the
participating professional and patient groups. Many examples of good practice were submitted.
11
Background
and context
A
Modern ward rounds Background and context
Background
and context
The ward round was first noted in the 17th century, when the visiting
physician would ‘round’ patients on a ward, or in a hospital, in the
same way as they would ‘round’ patients in their homes. This practice
has subsequently evolved into a multidisciplinary approach for
communication, monitoring progress and planning.
Despite the necessity for organised, regular, The purpose of ward rounds is to ensure:
clinical reviews of hospital inpatients, defined
quality indicators and evidence to guide best clarity of diagnosis(es) and relevant problems
practice for ward rounds was lacking until our
prioritisation of problems and treatments,
2012 guidance. There remains considerable
and use of resources, eg medication
variability in the organisation, efficiency, quality,
and investigations
delivery and patient experience of ward rounds.
A summary of results from our surveys is shown coordination of a management plan,
in Appendix 1. including goal setting and discharge planning
13
Modern ward rounds Background and context
The ward round reviews must be informed by Care in hospitals is delivered by multidisciplinary
patient, family/carer and multidisciplinary inputs. teams. The members and functions of these teams
With the complexity of modern teams, it may not have evolved over recent years and differ between
be possible to convene the whole multidisciplinary clinical environments. Individual clinical assessments
team at one location, eg the bedside, but the by team members must be coordinated, as they all
mechanism for each individual to offer their contribute to care planning and decision-making.
contributions and input must be planned for each Care delivered through an agreed team function
ward and for each patient. and structure will ensure timely and well-planned
care, and will enable effective ward rounds. The
What patients should expect RCP has summarised many key aspects of how
modern teams should function, develop and
Ward rounds present a focal point for sharing learn, and the evidence of the impact of effective
information between the patient and care team. teams.8 Features of such teams include clear
Healthcare professionals must not underestimate roles, good communication, common goals, a
the importance of the ward round to patients, flattened hierarchy, and team-based education and
relatives and carers. For patients this demonstrates development. These are dependent on many factors
the care team focusing on their condition including how well a workplace enshrines and values
and needs. Dedicating time by the bedside, these themes.9 Keeping consistent team members
or in another private location, to provide clear at the ward or unit level helps teams function well
explanations about symptoms, diagnoses and and should be planned across professional groups.
disease severity, and to answer questions, can
reduce a patient’s fear and anxiety and can Ward team members will include consultants,
build confidence in the care that they receive. doctors in training or non-training grades,
Healthcare professionals must take time to advanced practitioners (nursing and AHP), nurses,
carefully listen to the patient and understand what physician associates, pharmacists, physiotherapists,
is important to to them, and to answer questions occupational therapists, speech and language
and concerns. therapists, dieticians, social workers and healthcare
students. Non-medical professionals commonly
The modern take advanced roles extending beyond what is
seen as their traditional role, and may be part of
multidisciplinary team the tiers described in Safe medical staffing. For
example, nurse or therapy consultants may lead and
coordinate clinical decision-making, and advanced
Best practice: nurse practitioner and advanced practice therapist
multidisciplinary teams roles may include many elements traditionally
performed by doctors. Many professions also have
Agree principles, standards, functions and assistants or technicians to perform key functions on
structure for local ward teamworking. wards and who might work across professions, eg
therapy or pharmacy assistants/technicians. Some
Clarify each team member’s role. areas have also developed administrative assistants
to support clinical roles.
Include each tier of decision-makers as per
the RCP’s Safe medical staffing3. Other ward staff also play a role in ward rounds.
Nursing support workers are often the most closely
Agree methods and times of communication.
involved with patients, and understand their needs
Keep membership of the ward’s and concerns. Clerical and administrative staff, such
multidisciplinary team consistent wherever as ward clerks, offer support to the functionality
possible. of ward rounds. Additional roles to help the
smooth running of hospitals, such as clinical flow
Ensure opportunities for team education facilitators, must be seen as part of the team and
and development. their role should be clearly defined. Links to key
Regularly review team performance. clinical professionals outside the hospital, eg case
managers, also need to be clearly defined with
agreed communication mechanisms.
14
Modern ward rounds Background and context
Patients
Physician Junior
associates doctors
One possible
healthcare team
Students Consultants
Hospital Nurses
boards
Allied health
Managers
professionals
Ward clerks
/admin
Figure 1. One possible healthcare team. Taken from the RCP’s Improving teams in healthcare.
Three tiers of decision-making skills by clinical professionals are described in the RCP’s Safe medical
staffing.3 This should be included in planning and coordinating the ward team.
Tier 1: Competent clinical Clinicians who are capable of making an initial assessment
decision-makers of a patient.
Tier 2: Senior clinical The ‘medical registrars’ – clinicians who are capable of
decision-makers making a prompt clinical diagnosis and deciding the need
for specific investigations and treatment.
Tier 3: Expert clinical Clinicians who have overall responsibility for patient care.
decision-makers
15
Modern ward rounds The process
The
process
16
Modern ward rounds The process
The process
Scheduling ward rounds and
considering allied activities
conflicting requirements. Scheduled planning
Best practice: of ward rounds should consider the before,
scheduling during and after phases aligned with internal
and external activities in order to deliver the
agreed care, and also take into account the
Schedule ward rounds, board round and
team members’ other professional duties.
associated activities to prevent conflicts.
Timings should allow preparatory work to take
Include before, during and after ward round place before the ward round, and this may
activities in the schedule. require adjustment or alignment of shift times;
recognition that some team members work
Scheduling should maximise patient flow. across a number of wards may influence agreed
Shift times may need to be adjusted times. It must also consider the impact of
to accommodate this. multidisciplinary decisions, so that subsequent
The ward round lead should ensure the discharge plans, involvement of other teams, or
round adheres to the agreed schedule. further treatments and investigations can flow
smoothly from decisions made on the round.
Ward rounds should not last more than An agreed and adhered schedule optimises
120–150 minutes, or have agreed breaks, attendance, communication and effective
to prevent cognitive fatigue. planning, and enables efficient care delivery.
Dialogue scripts can help to correctly pace Timing is also important for patients, so they
ward rounds. know when to expect an update and can offer
input into their care plan.
Agree mechanisms to prevent
unnecessary interruptions. Interruptions prolong the round, and disrupt
the concentration of the multidisciplinary
Include the review of possible outliers team, and so should be avoided where possible.
or boarders in the schedule. To assist this, teams should put mechanisms in
place for non-urgent messages to be ‘held’ until
Ward rounds require joint multidisciplinary the end of the ward round. For prolonged ward
and profession-specific assessments, care and rounds regular ‘pauses’ may be required in order
plans. To be effective, they must be scheduled to ensure adequate input and delivery of actions,
to incorporate the input of all team members. eg at the end or beginning of each bay of
They should be timed not to clash with other patients. Cognitive and physical fatigue will occur
activities, such as medication rounds, meal times, after 120–150 minutes13,14 and ward rounds
visiting hours, or ward rounds being conducted should be planned to be completed within this
by other teams. Maximising the use of handovers, time. If more time is required, the team should
huddles and board rounds, as well as ward agree to take breaks as necessary. The ward
rounds, ensures consistent communication, but round lead must ensure that commencement and
must not create duplication. It is not uncommon completion schedules are followed. Debriefing
for a single ward round to involve visits to several and multidisciplinary feedback should be
wards, but this should be minimised. used to prevent delays or disruptions for team
members in the future.
Different medical teams conducting simultaneous
ward rounds in the same ward creates difficulties
for many members of the team. If this is likely,
then timing should be agreed to minimise
17
Modern ward rounds The process
A dialogue script can be used to provide the opportunity for all multidisciplinary team members
to contribute to the ward round. The ward round leader should follow this to ensure contributions
from all team members, patients, carers and family members as necessary. (See 1Unit in case
studies document).
The SAFER flow bundle15 has been developed as a structured approach to reduce delays for
patients in adult inpatient wards (excluding maternity). It is a guiding set of principles (similar
to a care bundle) to help reduce variation by standardising ward and board round processes
to ensure that all patients receive an effective senior clinical review and have a clinical plan
agreed by the multidisciplinary team, including clinical criteria for discharge and an expected date
of discharge.
18
Modern ward rounds The process
Structured information from shift handovers The ‘Sick, Out today, Rest, To come in’ or
should be available. SORT approach16 to the ward round promotes
review of the sickest patients first, followed next
Results of investigations should be available by those who are likely to be discharged, thus
and prepared. balancing individual clinical urgency and essential
system flow. These patients are identified at the
Ensure patient questions and concerns board round / huddle. Patients requiring specific
are gathered. infection prevention and control measures should
Board round or huddle to prioritise patients be highlighted.
and highlight issues from the whole team. The team should aim to prepare the input from
Undertake individual professional reviews each professional before the ward round, so that
to inform multidisciplinary bedside review. the information, eg investigation results or therapy
assessment, is not ‘hunted for’ at the ward round,
Put in place arrangements for patients but is readily available to share with the patient and
with translation needs or other team for decision-making. The work on structured
communication difficulties. interdisciplinary bedside review (SIBR)10 emphasises
the importance of structured information from
The common approach is to begin the day handovers, and from uniprofessional assessment
with nursing handovers. Teams should agree the that feeds into multidisciplinary assessment with the
elements of a structured handover that feed into patient. Office-based ward rounds have been used
ongoing care planning. This includes patient status, to ensure all information is collated away from the
changes during the shift, and patients’, relatives’ bedside before the bedside interaction.
and carers’concerns.
It is equally important to prepare the patient,
The multidisciplinary team should convene relative or carer for any exchange with the team.
for a board round or huddle at the start of the Providing adequate information about the
shift. Board rounds provide an opportunity for purpose of the ward round and, if appropriate,
multidisciplinary teams not only to prioritise leaflets on diagnostic tests, medicines17 and other
bedside reviews, but also ensure discharge procedures can help prepare patients for ward
planning momentum and communication, round discussions. This gives them time to consider
and highlight delays and actions. These questions and reflect on information that the round
rounds enable the team to quickly review any team may need to agree the right management
outstanding issues, eg results of investigations, plan. If the patient is not going to be seen on this
communications with relatives / parents / carers particular ward round, this should be explained to
and advocates, input from other healthcare them. Patients should be informed of who will be
professionals etc. They can also highlight seeing them on the ward round and provided with
key contextual issues, such as staffing gaps, a point of contact (a specific named member of the
operational incidents etc. They should take place ward team), with whom they can raise questions
around patient summary boards, for instance a afterwards. Expectations may be different for
‘white board’ (which are increasingly electronic). individual patients and families in relation to family/
The round should take place in a space that can carer presence for the ward round and the sharing
accommodate the team, ensure confidentiality, of information. Formal arrangements for these
and prevent interruptions. communications will help save time and reduce
any potential miscommunication.
19
Modern ward rounds The process
Pre-ward round discussions with relatives or carers create the environment for an open forum for
are particularly important for patients with learning the team to discuss and familiarise themselves
disabilities or cognitive impairment, in order to with patients’ cases and issues that need to be
establish changes in behavioural traits which raised during the round
otherwise might be attributed to their underlying
condition. Additional support should be arranged confirms priorities and context eg staffing.
for those patients with specific needs, eg translation,
communication difficulties, those experiencing
The central component of the review is the
confusion, and patients with mental health needs
assimilation of the information on the patient’s
condition and progress (Figure 3). This leads
During the ward round to clinical reasoning around active diagnoses
and problems, prioritisation of interventions
(including which to start and which to stop), the
Best practice: day’s goals, and planning the next stage of care
during the ward round towards discharge. Ensuring all team members
have a common understanding of this is vital.
Begin by assigning roles and setting Clinical criteria for discharge must be agreed and
expectation of learning. documented, so that these can be followed by the
appropriate team member, and may not need to
Confirm diagnosis and problems. wait until the next ward round if met. It is essential
to agree follow up, including communication
Address patients’ questions and concerns. of actions and time of next review.
Review patients’ progress against plan. With current staffing levels and multiple
Confirm or revise escalation plans. priorities, the ‘presence’ on the ward round
of multidisciplinary team members is less
Check safety measures, including important than the inputs, joint discussions
medication review. when needed, and agreed action being well
communicated by the whole team. However, it
Summarise a revised plan, goals and actions
is essential that the staff who know the patient
with the team.
best are able to contribute to discussions and
Progress actions during ward round decisions at the patient’s bedside. This is usually
when possible. the bay nurse or named nurse, but may be a
therapist in patients receiving rehabilitation.
Teach and learn. Their input is also essential to any discussion or
Revise plan with patient. information gathering that happens away from
the bedside, and in ongoing communication.
Communicate and document the review It is also particularly beneficial for pharmacists
and plan, assigning key actions. to attend the ward round, particularly in medical
wards, as their presence has been shown to
The ward round should begin with a briefing, double the number of impactful interventions.18
in which a nominated lead, usually the senior Therapists should be present when rehabilitation
clinician, should: is a component of care. Any of these inputs
being relayed second- or third-hand reduces
brief the team on the purpose and context their accuracy, and prevents any potentially
of the round unnecessary discussions. Team members
allocate roles and tasks to team members physically convening at these times not only
(see Table 2) increases the quality of decision-making, but
also builds teamworking, and displays these
set expectations about learning qualities to patients.
20
Modern ward rounds The process
Staff member who knows Updates the team on patient’s current state, including
the patient best – usually relevant physiological observations and monitoring
nurse directly caring
for patient Updates the team on any changes in the patient’s
condition since the last review
21
Modern ward rounds The process
Communication
with patient
Agree
Clinical criteria for discharge
Communications of actions and timescales
Next time of review
* Many of these items should have been reviewed by team members before the ward round and as part of ongoing
care so only that those that require attention can be highlighted in the round.
22
Modern ward rounds The process
Ward coordinators are key to effective care, and coordinator after every few patients (and certainly
their time should be protected from other duties after priority patients have been reviewed), so that
during peak activity times on the ward. The role of elements of care can be progressed by the wider
the ward coordinator and their interactions with team while the ward round continues.
ward rounds needs careful planning. If the staff
member who knows the patient best contributes The team should identify opportunities for
their input to the patient’s care plan, a coordinator recognising patients who may be in their last
attending the ward round may not be the most year of life, and commence conversations around
effective use of their time. A ward coordinator advance care planning, but the more detailed
is also likely to be interrupted, and it may be conversations should take place after or outside
more efficient to provide regular updates to the the ward round. Escalation plans and ‘Do not
coordinator instead. It is also helpful to agree attempt resuscitation’ (DNAR) orders should
which team member will deal with emergent issues be reviewed and documented and shared with
to prevent delay or interruptions. patients as appropriate.
23
Modern ward rounds The process
Good record keeping underpins communication Clear documentation of discussion with patients,
and aids clear thinking about the clinical situation. families and colleagues should be a high priority.
It is essential to clearly document diagnoses,
problems, assessments, goals, progress and Ward round entries should be designed and made
plans, including the relevant clinical reasoning. with their future utility in mind. A key recipient is
Ward rounds provide an opportunity to pull the clinician who did not attend the ward round,
together the different strands of documentation but will be reviewing the patient later. Records also
from paper or electronic patient records (EPRs) form the basis for clinical coding, clinical audit and
into a summary of the patient’s current state the production of the discharge summaries.
and plan. Structured documentation improves A written summary of important information
outcomes19 and helps to organise documentation. discussed on the ward round can be produced
It acts as a prompt to ensure that no important for the patient, family or carer, and is also helpful
part is missed. Authorship of ward round entries to relatives and carers not present at the time
must be clear and all entries should be overseen of the round. This can reduce the time spent by
by the ward round lead. While a scribe may ward staff answering questions from relatives and
be used to document on behalf of the team, is particularly helpful for relatives and carers of
the ward round lead is accountable for what patients with communication difficulties.
is written and its accuracy. The composition
of the team constituting the ward round, and
allocation of tasks following the round, should
also be documented.
Evidence-based structured approaches Case studies
such as Situation, Background, Assessment,
Daily consultant-led board rounds at
Recommendation, Review (SBARR)23 or Subjective,
Royal Glamorgan Hospital have resulted
Objective, Assessment, Plan (SOAP)24 should be
in improved patient flow, communication,
incorporated. A consistent core format within
risk management and reduced complaints.
an organisation is necessary (and ideally in the
NHS) given the movement of staff and patients East Lancashire Hospitals developed a
across wards and specialty boundaries. Checklists Model Ward Programme to standardise
are effective, particularly when incorporated into roles and processes on wards. They
structured records.23 They should be structured so also have Dedicated Ward Pharmacists
that they do not ‘take over’, create duplication, programme with a full-time pharmacist
or obscure the core clinical information. As more on each ward who contributes to ward
documentation becomes electronic, the use of rounds.
cut-and-paste (or automated carrying forward of
information) will bring opportunities, but also the At Northampton General Hospital, ward
hazard of replicating inaccuracies. round documentation is structured
under 3 Rs: review of diagnosis, record of
Prescribing and administration charts, as well as progress and revised plan. Where adopted,
the documentation of physiological observations this has resulted in shorter ward rounds.
and notes from nursing and other colleagues,
are an essential part of ward round review. For details, please refer to the full case studies
Care should be taken to ensure high standards of document that accompanies this report.
documentation. Ward rounds are an opportunity
for teaching and role modelling on this, as well as
providing assurance by review of records. Drug
chart reviews and reviews of observations can
be noted, either electronically or otherwise, without
the need to copy every item of information into
every ward round note. Particular items of interest
that are copied are thus able to attract the
attention they deserve.
24
Modern ward rounds The process
25
Modern ward rounds The process
What is going to happen today? Agreed team members should gain as much
information as possible about these patient
What treatment am I having, and what are before the ward round, including background
its benefits and disbenefits? history from the patient’s usual residence and key
When can I expect to be going home? worker, care passport or disability assessment.
Inpatient populations include an increasing There should be a debrief at the end of the ward
proportion of frail older patients, with estimates round, covering what went well, what could have
of the prevalence of dementia as high as 25% been improved, and important areas of learning
within this cohort. that the team have encountered. As part of the
Healthcare professionals should be aware debrief, the team should also prioritise tasks
that capacity is context specific. Patients with arising from the ward round.
cognitive impairment, mental health problems,
dementia and learning disabilities should be
supported to make decisions about their care,
with dedicated time provided to communicate
information to carers/advocates and relatives/
parents. This is likely to be necessary before and
Compiled from RCP Patient and Carer Network, Ask me 3 11 and ECIST best practice12
◊In the previous report, barriers to communication with patients were briefly acknowledged, and recommendations were
made to support better communication. In updating this report, the RCP’s Patient and Carer Network held a workshop on
communication between healthcare professionals, patients and relatives/carers to draw out key issues relating to ward
rounds and to make positive recommendations for change.
26
Modern ward rounds The process
Board rounds or multidisciplinary team huddles Patients who are new to that team or ward should
conducted at the end of the ward round provide ideally be assessed outside the ward round. This
an opportunity for the team to summarise all ensures that important assessment for care
issues relating to patient care, identify and planning and prioritisation does not kept waiting
prioritise tasks, confirm plans with the wider until the next scheduled ward round. These first
team, and assign responsibilities appropriately. assessments are also likely to take more time, and
Further white board meetings should be held involve examination, review of previous records
later in the day to ensure progress is being made, etc, and so potentially lengthen a ward round’s
and identify any challenges or delays. This is more predictable timing. The work on SIBR rounds
particularly important on a Friday, to ensure that recommends that this happens between the board
handover plans are up to date. The team should round and multidisciplinary ward round, alongside
remember to continually update boards that any other uniprofessional reviews. This might
display patients’ status ‘at a glance’. be difficult in receiving units or acute admission
wards, depending on the level of senior staffing.
Priority should be given to patients being Patients should have received an initial assessment
discharged that day, or the next day, as well as before the ward round, however there will be times
the sicker patients. This ensures that patients who when further delays in a patient’s assessment
would benefit from the care of that team can be until after the ward round is not warranted, as
admitted to the ward in a timely manner, and do it would further delay their care. This must be
not wait in a less appropriate area for their care. decided on an individual basis, but can be planned
Continuing to update the patient around at the board round. The standard for all patients
progress with plans is important, and this task is to receive consultant review within 14 hours of
should be assigned to a specific team member. admission to hospital, this should be considered
in prioritisation.
Outside the ward round Discussions with patients and families around
There are multiple processes of care that occur end-of-life care planning or escalation plans
outside the ward round, but that nevertheless require a suitable environment and adequate
inform the ward round, or will be informed by time, and should take place outside the
the assessment and plans of the ward round. ward round.
These are shown in Figure 4.
Discussions
on advance
Ordering and
care planning,
escalation Ward round reviewing
investigations
and DNACPR/
ReSPECT
Discharge Completion
Meetings Best interest
planning of discharge
with families meetings
meetings summaries
27
Modern ward rounds The process
Patients should be informed that teaching Reverse role ward rounds, in which a trainee
and learning are part of ward rounds and takes the role of leading the round, can educate
consent requested when appropriate. and train trainees. Feedback is essential, both
during the round, and at the end. Without this
experience, senior trainees are unlikely to get
Ward rounds present a major opportunity adequate opportunity to develop these skills.
for education and training. The RCP’s Acute
care toolkit 5: Teaching on the acute medical Explaining the educational role of ward rounds to
unit25 and Never too busy to learn9 provide patients is essential. This is particularly important
guidance and best practice. Creating a culture when undertaking a reverse role ward round.
of learning during board rounds and ward rounds
Teams should employ simulation for education
is a key role for both senior and junior staff of all
and training of clinical professionals in ward round
professions. The board round (or briefing) can
skills. This involves simulating the different roles,
serve to emphasise the expectation of learning,
learning from interactions between learners and
and identify key learning opportunities.
surrogate patients. Different scenarios can be used
The following techniques can be used:16 to challenge the team.
thinking aloud
demonstrating
generating questions for the team Case studies
to research the answer
A Quality Ward Round Programme at
swapping senior and junior roles for part Surrey and Sussex Healthcare NHS Trust
of the ward round uses simulation of common scenarios.
Learners take assigned roles. 700 staff
asking trainees to review a patient first, have participated.
think about the problem(s), and present
their management plan to the team Nottingham University Hospitals deliver
‘reverse ward rounds’. Junior doctors take
giving feedback the lead in patient assessment, with pre-
telling clinical stories to illustrate an evidence- and post-consultation digital notes review
based point with the consultant and feedback clinics.
encouraging ‘noticing’ (eg of clinical signs For details, please refer to the full case studies
or consultation skills) document that accompanies this report.
28
C
The
environment
29
Modern ward rounds The environment
The environment
Physical environment
Patients’ case records must be available,
Best practice: either in paper of electronic format.
physical environment Paper records should be prepared before
the ward round with relevant documents
The area around the ward round should being available
be quiet to ensure clear, undisturbed If computerised information is used then the
thinking and communication. equipment to review that information must be
Key equipment must be available maintained, appropriate and available (see later
and maintained. section: ‘The role of technology’)
Seating should be available to allow a team Any planned changes to the physical
member to communicate with the patient environment must consider their effect on ward
at eye level rounds and other key activities.
31
Modern ward rounds The environment
Structured records with quick links to the tasks Although it is essential to ensure adequate
required during clinical decision-making and care hardware is available and well-maintained,
planning can increase efficiency and reliability if this is commonly not done well. People have
linked to good role allocation. Integrated clinical preferences for different types of hardware
decision support and safety checks are good, and may have training needs to adjust to the
but alert fatigue and overly extensive checklists hardware available. Ethnographic studies should
can be problematic. The ability to show trends in be done during EPR deployment to understand
clinical data is an important function, and should hardware requirements, particularly during times
be included. of peak and competing activities. Mobile devices
are obviously needed, but maintenance of WiFi,
Audit and information trails of requests and charging and IT support need to be planned into
progress of investigations can reduce missed job roles at the ward or unit, and available on a
investigations. AKI alerts are a good example 24/7 basis. There is a tendency for staff to use
of where better availability of information their own hardware for associated tasks, ie mobile
has improved clinical care linked to good phones for task lists, decision tools etc. The risks,
practice guidance.27 benefits and policy around this should examined,
Although EPRs promise to improve safety and agreed and supported.
efficiency through advancing data connectivity, EPRs allow ward rounds to be conducted with
it is also important to consider how the use of greater locational freedom. This can enable
technology during ward rounds reshapes working teams to find quiet spaces with adequate
practices, particularly regarding communication, computer access to review patient records and
documentation, and the effect of mobile information. However, the resulting reduced
computers. For some team members, computer visibility of the ward round can make it harder
keyboard entry will take longer than written notes, for staff to coordinate work, and needs explaining
increasing the length of time of a review. Newer to patients. If the ward round is less visible
technologies for handwriting or voice recognition because notes are being accessed remotely,
may prove more useful. Some organisations have opportunities for face-to-face communication,
employed scribes as additional team members such as board rounds and debriefings, can ensure
to increase efficiency.28 The common finding the multidisciplinary team is aware of the plan
that ward rounds take longer with electronic for the day and any key decisions.
information systems may be partly due to poor
training in the use of software and hardware, and The remote use of information, if used in isolation,
the level of interoperability between systems. can create inappropriate biases in clinical decision-
making. More detailed information on the impact
of EPR on communication is available.29
32
Modern ward rounds The environment
33
Modern ward rounds The environment
The RCP guidance on safe medical staffing Patients are likely to stay longer on rehabilitation
recommends, from the tasks required, that a wards and their condition will change more
consultant could safely review ten new patients slowly. Ward rounds will therefore be less frequent
over a 4.5-hour period on an acute medical and specialist input to ward rounds can be done
admissions unit. (This includes time during and by video consultation.
after the ward round, including follow up and
communication.) Many assessment units employ Medical staffing at weekends and some
the concept of the ‘rolling ward round’ or reviews, public holidays is reduced in the UK, with the
where bedside team review happens when the exception of admission wards. The guidance
information is ready during the day or night – not on safe medical staffing suggests that, for the
at a set time of day. This is likely to be necessary best practicable care, one consultant is needed
in order to consistently ensure patients receive for 2 hours on every ward on each day of the
consultant review as early as possible – and weekend (or public holiday), even with up to 40%
within 14 hours of admission. of patients identified as not requiring a review at
the weekend. This would permit a board round,
Continuity is important, and if consultants spend review of new patients admitted to the ward,
periods of time with and without ward patient sick patients, and those who can be discharged.
responsibilities, the period of ward responsibility While this inevitably does not offer the same
should consider a patient’s length of stay, to try standard of ward round care as during the week,
to reduce the number of consultants supervising this is felt to be the best practicable option to
a patient during their stay. A handover round maintain safe ward round practice and timely
is best practice when consultants rotate duties. discharge of patients. Commonly, fewer members
The frequency of consultant-led rounds will of the multidisciplinary team will be present at
depend on the availability of tier 2 staff. Safe weekends, and/or they will be less familiar with
medical staffing recommends daily consultant the patients. Again, clarity and consistency of
presence for board rounds, assessment of sick staff is important, and all should be present at
and new patients and important communication the board rounds. Conducting an excellent Friday
with patients, families and other staff. Tier 2 staff handover can highlight patients who need review
should lead the ward round in the absence of the by each profession over the weekend and/or
consultant, but arrangements should be put in public holidays. Therefore, the Friday ward round
place to brief the consultant after the round. should be consultant-led when daily consultant
rounds are not possible, and are likely to require
Some patients are not situated on the same a longer scheduled time period, in order to devise
ward as the clinical team responsible for their weekend plans. Structured documentation for
care. These patients are often called ‘outliers’ or Friday rounds with weekend plans linked to
‘boarders’. The timing of these patients’ reviews handover lists is beneficial. These should be
must be coordinated to ensure their care is not reviewed on the Friday afternoon and updated.
disadvantaged; the principles outlined in this
report all apply. Clarity as to which staff comprise Certain clinical specialties will not be ward-based,
members of the care team for these patients is or may have a role in contributing to the care of
important, and most members of these teams patients across a hospital. These rounds should
must be located on the same ward as the patient. also be multidisciplinary, and assessments
Buddy wards (the pairing of medical and surgical should be conducted jointly with the ward-based
wards to ensure that medical patients on the team. If timing of visiting wards can be agreed,
surgical ward are cared for by a consistent team this will prove helpful with scheduling. Many
who know the staff) have been shown to help. of the principles around teamworking, patient
This should be considered from a multidisciplinary involvement and the elements of review remain
perspective; continuity of care for these pertinent. Good examples are diabetes inpatient
patients is potentially of greater importance. rounds, pain teams, rheumatology and nutrition.
These patients must not feel disadvantaged by
language used in communications, eg referred
to as ‘outliers’ or ‘not on the right ward’.
34
D
Quality
management,
research and
innovation
35
Modern ward rounds Quality management, research and innovation
Quality management,
research and innovation
Quality management requires three components:
quality planning, quality assurance and control,
and quality improvement. This approach should
be applied to ward rounds.
Quality assurance and control requires agreed
Best practice: measures for ward rounds. Currently there is no
agreed measurement set for this, but it should
quality management, include elements around the key quality domains
research and innovation as defined by the Institute of Medicine: Safety,
Timeliness, Effective, Efficient, Equitable and
Person-centred. Key ward performance measures
It is essential to plan how ward rounds are can be improved by effective ward rounds.
delivered and supported.
These include:
Quality measures should routinely be
collected that relate to ward rounds, hospital length of stay
including staff and patient experience. readmission rate
Ward rounds should be included in ward prescribing errors
accreditation schemes.
antibiotic stewardship
Improvement programmes for ward
rounds are required for units, as well as VTE prophylaxis rates
on a hospital-wide basis.
incident reporting rates
Research and innovation should include
discharge times (within the day)
new roles and maximising the benefits
of new technology. patient experience measures
staff experience measures.
There are many elements of quality planning Elements such as the reliability of start time,
outlined in this report. These include: attendance on ward round, and duration of
scheduling ward round could be used as process measures
for efficiency.
consistent staffing and shift patterns
structured documentation availability and
maintenance of technology
rooms for confidential discussions.
36
Modern ward rounds Quality management, research and innovation
37
Modern ward rounds
Working party
Dr John Dean Co-chair. Clinical director for quality improvement and patient safety, Royal College
of Physicians. Consultant physician and deputy medical director, East Lancashire Hospitals NHS Trust
Dr Nichola Ashby Co-chair. Associate professor. Head of learning and practice development, Royal
College of Nursing
Dr Hussain Basheer Education fellow, Royal College of Physicians. Specialist registrar
in respiratory medicine
Nina Barnett Consultant pharmacist, Northwick Park Hospital, Royal Pharmaceutical Society
Dr Lisa Waters Chief registrar, Warrington and Halton Hospitals NHS Foundation Trust
Jayne Black Joint head of policy, Royal College of Physicians
Dr Druin Burch Consultant geriatrician, Oxford Hospitals NHS Foundation Trust
Sarah Campbell Operations director, Quality Improvement and Patient Safety,
Royal College of Physicians
Dr Sarah Clarke Clinical vice president, Royal College of Physicians. Consultant cardiologist,
Royal Papworth Hospital
Dr Alex Crowe Deputy medical director, Warrington and Halton Hospitals NHS Foundation Trust
Linda Cuthbertson Head of PR and public affairs, Royal College of Physicians
Dr Alistair Gilmore Chair, New Consultant Committee, Royal College of Physicians. Consultant
physician in acute medicine, Wirral University Hospitals NHS Trust
Deirdre McLelland Patient and member of Royal Collage of Physicians’ Patient and Carer Network
Adele Mott Clinical fellow, Royal Pharmaceutical Society
Sarah Cahill Clinical fellow, Royal Pharmaceutical Society
Prof David Oliver Clinical vice president, Royal College of Physicians. Consultant geriatrician,
Royal Berkshire Hospitals NHS Trust
Lynne Quinney Patient and carer. Representative of the Royal College of Physicians’
Patient and Carer Network
Dr Andrew Rochford Consultant gastroenterologist, Barts Health NHS Trust, adviser Emergency Care
Intensive Support Team (ECIST)
Helen Sharma Head of practice improvement, Chartered Society of Physiotherapy
Suman Shrestha Professional lead, acute, emergency and critical care, Royal College of Nursing
Kate Straughton President of Faculty of Physician Associates, Royal College of Physicians
Dr Nigel Trudgill Director, Medical Workforce Unit, Royal College of Physicians. Consultant
gastroenterologist, Sandwell and West Birmingham NHS Trust
Beth Ward Head of professional development, Royal Pharmaceutical Society
38
Modern ward rounds
The RCP’s Patient and Carer Network workshop identified variable practice on successful
two-way communication with patients, relatives and carers. Such variation can lead to
frustration and confusion. Specific reported issues included:
Patients are not always given information about whether there will be a ward round, the
purpose of the round, who will be leading it, how long they will be seen and by whom, and
whether there will be an opportunity to ask questions. Patients often feel they are talked
over or down to, literally as well as psychologically. Patients are not always included in the
conversation and are unsure if they can ask questions – or are reluctant to do so.
Confidentiality is a major concern, as curtains or screens do not block sound and patients
would like to have more confidential options to discuss their care. The concentration of
the multidisciplinary team on the medical aspects of care sometimes left out the issues
important to patients: quality/quantity of sleep, eating and drinking, general wellbeing etc.
Using simple and clear language was felt to be extremely important, and something that
is currently lacking.
Following the ward round, patients are not usually given any written information on the
next steps of their care to share with relatives and carers (if they are not present). Many
ward rounds take place when visitors are not present so relatives and carers do not have any
information and have to then approach the ward staff with questions when they arrive.
Thanks are also due for direct advice and input from:
Dr Vicky Reay PhD student and associate lecturer, Lancaster University
Dr Gordon Caldwell Consultant physician, NHS Highlands
Claire Merriman Head of professional practice skills, Department of Nursing, Oxford Brookes University
James Maguire Clinical adviser, NHSX. Geriatric medicine registrar
Linda Patterson Lead nurse / national improvement adviser, Modernising Patient Pathways
Programme (Scottish Government)
39
Modern ward rounds
40
Modern ward rounds
41
Modern ward rounds
Structured record
59.6% of physicians reported that a multidisciplinary record was in place. 33.6% of consultants use
a form of check list, as do 34% of pharmacists. Only 1.7% provide a written summary for patients.
88.3% review drug charts on each round.
Most nurses and physicians agreed that there was sufficient access to electronic patient records
(EPRs) during ward rounds. Only 14% of nurses and 10% of physicians said this was not the
case. However, 57% of physicians and 29% of nurses said this was not exclusive for ward
round participants.
Many respondents made free text comments about problems with the functionality of
EPRs, indicating that ward rounds were slowed down by faulty and non-functional electronic
observation devices.
Relatives, carers and confidentiality
Most nurses (76%) and nearly all doctors (98%) agreed that relatives were very rarely given a written
summary of the ward round. 18% of nurses said that relatives and carers were sometimes given a
written summary. 1.7% of physicians reported giving a written summary to patients.
88% of nurses said that carers and relatives were provided with information on how to contact
a member of staff if they had any questions regarding their care.
91% of nurses said there was an area where confidential discussions with relatives could happen
away from the patient’s bed, although half of these areas are not specifically dedicated to this
purpose. Similarly, 87% of physicians said there was an area for confidential discussions with relatives
and carers, but 57% said that this area was not specifically dedicated to this. 13.2 % stated there
was no discussion area away from the bed for confidential discussions.
References
1 The Royal College of Physicians (Medical Workforce Unit). Focus on physicians: ward round survey.
London: RCP, 2019.
2 A Ward Round Snapshot Survey was undertaken by the Royal College of Nursing
3 Focus on Pharmacists: Ward Rounds was undertaken by the Royal Pharmaceutical Society
4 Focus on Physiotherapists: Ward Rounds was undertaken by the Chartered Society of Physiotherapists.
42
Modern ward rounds
43
Modern ward rounds
QI Assessment Score
Training in WR 1 IT maintenance
Multiprofessional
Patient involvement input to WR
44
Modern ward rounds
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46
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