Data sharing in Care Record

Activate a care record sharing agreement.

Contents

From this article, you will learn how to:

• Configure viewing preferences
• Set the EMIS data sharing preference
• View a shared patient's Care Record data
• Copy shared data to local records

Some organisations have a sharing agreement with another organisation, allowing both organisations to view and add details to the same patient records.

Patient demographics sharing is automatically included in Care Record sharing agreements.

Viewing shared data in the Care Record (1m 50s, with sound)

In Care Record, to select organisations and view the data they have added, you need to expand the shared records pane by clicking  at the left-hand side of the screen.

In the Shared Records view, an icon  indicates data that another organisation has added. If you hover your cursor over the icon, you can see which organisation added the data.

If you want to view shared records and your patient has given their consent, you need to manage their consent preferences for EMIS data sharing to view shared records.

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Configuring viewing preferences

The shared records pane is configured to expand automatically for patients with no shared data. If you want to change the default view, for yourself and/or for all users at your organisation, use Care Record Configuration.

1. Access the Care Record Summary screen.
   Click , point to Care Record, and then select Summary.
   If you don't have a patient selected, you're prompted to choose one.
2. On the ribbon, click CR Config.
3. Do one of the following:
   • To set your own default view, click Sharing Navigator in the User Options pane.
     
   • To set the default view for all users at your organisation, click Sharing Navigatior in the Organisation Options pane.
4. In the right-hand pane, select the required default view for patients with shared data.
   
5. Click OK.

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Set the EMIS data sharing preference

EMIS sharing preferences are not the same as SCR sharing preferences. EMIS sharing preferences indicate whether a patient wants to share their care record with other organisations that are providing their care:

• Consent given for upload to local shared electronic record
• Refused consent for upload to local shared electronic record

You can add these codes by setting a patient's EMIS sharing consent settings in the Care Record Summary screen:

1. Access Summary.
   Click , point to Care Record, and then select Summary.
   If you do not have a patient selected, you are prompted to select one using Patient Find.
   The Summary screen is displayed.
2. Click Sharing from the ribbon, then EMIS Sharing Consent.
   The Patient Consent Preference - EMIS Data Sharing screen is displayed.
3. Set the relevant sharing consent option.
   

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View a shared patient's Care Record data

You can access shared records from all Care Record modules, but this example used the Care Record Summary screen.

You can't share lab reports between organisations; you can only view any values in lap reports that sharing organisations have received.

1. Access the Care Record Summary screen.
   Click , point to Care Record, and then select Summary.
   If you don't have a patient selected, you're prompted to choose one.
2. If you need to expand the shared records pane, click  at the left-hand side of the screen.
   
3. In the shared records pane, do one of the following:
   • Click All Shared Records.
   • Click the required sharing agreement.
     

     If you hover over the short name of a sharing agreement, a tooltip is displayed, showing the agreement description, or the full agreement name in the description is not available.

   • If you want to view the patient records that a service has added, click the service on the Select Service screen.
     

     Shared records are indicated by an icon . When you select a shared item, the Edit and Delete ribbon options are disabled (greyed out), but you can't edit a delete shared data.
     An alert is displayed in the following circumstances:

     • If you try to access part of the record that's restricted by the sharing agreement's ruleset. In this care, only local data is displayed.
     • If the sharing agreement fails to load correctly.  In this case, you can click the hyperlink to try to load the sharing agreement again.

You can use the Print option on the ribbon to print shared data from patient records. When you print shared data, the name of the sharing agreement or the organisation you are viewing is displayed at the top of the printout.

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Copying shared data to local records

If your sharing agreement allows it, you can copy the following types of shared clinical data from another organisation's records (Care History and Investigations) to local care records:

• Allergies
• Codes
• Coded values
• Family history
• Immunisations
• Investigations
• Problems
  

  Problems are copies as observations. After copying, you can change an observation to a problem by right-clicking it and selecting Edit. Copied observations are not updated locally if another organisation changes them, i.e. observations are not synchronised between the two organisations.

To use the Copy to Local option, you must have the following RBAC activities in your role profile:

• B0360 View Detailed Health Records
• B0790 Perform Clinical Coding

For clinical safety reasons, only one item can be copied at a time. This is to eliminate the risk of copying items you do not with to add to the local record.

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Copy shared data to a local record

1. Access the Care History screen or the Investigation screen.
   Click , point to Care Record, and then select Care History or Investigations.
   If you don't have a patient selected, you're prompted to choose one.
2. If you need to expand the shared records pane, click  at the left-hand side of the screen.
3. In the shared records pane, do one of the following:
   • Click All Shared Records.
   • Click the required sharing agreement to view the patient records that the selected organisation has added, indicated by the shared record icon .
4. In the main pane, right-click the required shared item and select Copy To Local Record.
5. On the Observation Copy message screen, click OK to copy the selected item to a local record.
   

   You can view the audit trail of any item you copy to a local record, by right-clicking the copied item and selecting Audit Trail.