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PROJECT MANDATE 
  
Project name 
Summary Care Records 
  
Release 
Draft 
Date: 12/06/2009   
  
PRINCE2 
 
 
Author: 
Paul McQuaid 
Owner: 
Mike Jones 
Client: 
NHS Manchester 
Document No: 
 
  
 
 
  
SCR Project Mandate 
Summary Care Records 
12/06/2009 
Document History 
  
Document 
This document is only valid on the day it was printed. 
Location 
The source of the document will be found in the Control section of the 
Project File. 
  
Revision 
Date of next revision: 01 March 2009 
 
History 
 
Revision 
Previous 
Summary of Changes 
Changes 
date 
revision date 
marked 
 
 
 
 
 
 
 
 
 
 
 
 
  
Approvals 
This document requires the following approvals. 
Signed approval forms are filed in the project files. 
 
Name Signature 
Title 
Date 
of 
Version 
Issue 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
  
Distribution 
This document has been distributed to: 
 
Name Title 
Date 
of 
Version 
Issue 
Mike Jones 
AD IM&T 
 
 
 
 
 
 
 
 
 
 
  
Page  1
SCR Project Mandate 
Summary Care Records 
12/06/2009 
Purpose 
  
 
To trigger the process, ‘Starting up a Project’. Should contain sufficient 
information to identify at least the prospective Executive of the Project 
Board and indicate the subject matter of the project. 
  
Contents 
 
 
Topic Page 
Authority responsible 
 
Background  
Project objectives 
 
Scope  
Constraints  
Interfaces  
Quality expectations 
 
Outline Business Case (reasons) 
 
Project tolerances 
 
Reference to any associated documents or products 
 
Indication of project Executive and Project Manager 
 
Customer(s), user(s) and any other known interested 
 
parties 
 
Authority 
Mike Jones Associate Director IM&T 
responsible 
  
Background 
•  The Summary Care Record (SCR) is a centrally stored health 
summary, initially it is created from a person’s general practitioner 
(GP) record.  
•  The information is stored in the secure NHS database The Spine on 
the NHS N3 Network 
•  Initially, only details of medication, allergies and adverse reactions will 
be uploaded, but the GP will have the option to include details of other 
conditions at a later date. 
•  Patients will have the right to opt out of the SCR, in which case an 
empty record will be uploaded and stored. This is called the consent 
to create. 
•  Patients will be asked each time a clinician wants to view the patient 
SCR. This is called the consent to view. 
•  The SCR forms part of the NHS Care Records Service initiative, 
which aims to have a national electronic care record for every NHS 
patient by 2010.  
Page  2
SCR Project Mandate 
Summary Care Records 
12/06/2009 
•  It is intended that NHS Manchester and Trafford PCT will be managed 
as a ‘single’ project. 
•  It is the intention that once SCRs have been created, access will be 
provided to healthcare professionals in unscheduled care settings 
such as Out of Hours, Accident and Emergency, Walk-in Centres, 
Ambulances and Community Nursing. 
•  Access will be via a secure web application, Summary Care Record 
Application, or via interfaces to existing systems in OOH and A&E 
systems. 
•  Access to the SCR is restricted to healthcare staff with assigned roles 
recorded on their smartcard, and the patient has to give their 
permission every time the SCR is accessed. A full audit log is kept of 
all accesses, and where the patient is unable to give their permission 
(e.g. if unconscious), an alert is sent to the PCTs Privacy Officer to 
investigation. 
•  The SCR is intended to support care when other records are 
unavailable or incomplete (e.g. emergency and unscheduled care). 
•  HealthSpaceâ„¢ is a separate, Internet-accessible technology that 
allows patients to record and organise their own health data, and via 
which they will be able to view their SCR. HealthSpace is a voluntary 
service, and patients must opt in, and provide proof of identity in order 
to be registered. People with no Internet access may wish to view 
their SCR by asking their GP for a printout. 
•  The SCR and HealthSpaceâ„¢ projects are part of a wider programme 
within the Department of Health, known as the National Programme 
for IT (NPfIT), which is delivered centrally via NHS Connecting for 
Health (CFH) and locally by Strategic Health Authorities and Primary 
Care Trusts. The SHA has confirmed its commitment to the SCR in 
the Operating Framework Requirements. 
•  Several Early Adopter trusts have implemented Phase 1 of the SCR, 
and Connecting for Health are now planning the rollout of Phase 1 of 
the Service to all PCTs.  
•  The Early Adopters have identified  benefits from use of the SCR 
including; 
  The appropriate treatment of patients with long time 
conditions, who arrive at A&E, such that clinicians 
can deliver speedier diagnosis and treatment, 
resulting in greater clinical effectiveness and 
increased patient safety. 
  Improvements in patient safety by preventing the risk 
of duplication of prescribing and avoiding adverse 
drug interactions 
•  It is suggested that the local deployment would be based around a 
number of phases; an initial pilot of x surgeries of approximately n 
patients, followed by further groups of surgeries, based on cluster, 
clinical system and location to acute providers. The actual timescale 
has yet to be established, but is likely to be between 18-24 months, 
depending on resource availability. 
Page  3
SCR Project Mandate 
Summary Care Records 
12/06/2009 
•  On completion of the Pilot phase,  a review will be undertaken to 
examine: 
o  How the production of the SCR will be extend to the 
remaining GP patients 
o  How the use of SCR will be publicised and supported in 
unscheduled care settings 
o  What resources will be required to support GP practices in 
terms of patient advice, process change and ongoing 
administration of the SCR 
o  How to promote the use of the HealthSpace account to 
patients 
 
  
Project 
•  To produce a SCR containing basic information (allergies, 
objectives 
medication, adverse reactions) for at least 80% of all patients 
registered with a GP in Trafford and Manchester PCT areas, within 
24 months of the beginning of Phase 2 
•  To promote the take-up of Healthspace amongst citizens of 
Trafford and Manchester PCT 
•  To promote the use of SCR in all unscheduled care settings with 
the Local Health Community 
  
Page  4
SCR Project Mandate 
Summary Care Records 
12/06/2009 
Scope 
•  To produce a SCR containing basic information (allergies, 
medication, adverse reactions) for at least 80% of all patients 
registered with a GP in Trafford and Manchester PCT areas, within 
24 months of the beginning of Phase 2 
•  To promote the take-up of Healthspace amongst citizens of 
Trafford and Manchester PCT 
•  The Project Board will be required to decide on a number of 
fundamental issues, before the project can commence: 
o  Should the project scope be limited to an initial pilot 
project based on the ISOFT (Synergy) practices? 
Synergy is the only clinical system currently validated for 
SCR upload. A further project mandate would then need 
to be produced for the full rollout, once the pilot had been 
reviewed. 
o  Will the project include the promotion of the Healthspace 
service 
o  Will access to the SCR via mobile devices be included in 
the scope of the project 
o  Will the project include the promotion of use of the SCR 
by clinicians, and monitoring of clinical benefits – need a 
lead officer from Business side to be on project 
o  Will a LES scheme be introduced to support the project 
o  How will the deployment be planned in terms of a phased 
approach, or pilot and then PCT wide deployment? 
•  The SCR will be generated for all patients meeting the relevant 
criteria for a SCR and within the scope of the project. 
•  The promotion of the SCR to the Local Health Community will 
trigger, once the number of SCR reach the threshold (80%). 
•  All GP practices will be expected to participate in the project, 
based over a number of phases.  
•  The SCR will be provided to the Phase 1 specification. Phase 2 
(Update Summary from non primary care organisations) is not 
included in the scope of the project. 
 
  
Constraints 
•  Availability of SCR upload facilities in GP systems 
•  GP Practices Component Two of the IM&T DES  
•  Availability of SCR application in A&E, OOH etc 
•  Availability of GP practice staff may be limited to practice hours 
  
Interfaces 
• Trafford PCT 
•  Connecting for Health 
• GP Practices 
• LMC 
 
Page  5
SCR Project Mandate 
Summary Care Records 
12/06/2009 
Quality 
•  80% of Patients in GP Practice have SCR available on the Spine 
expectations 
App 
•  90% GPPs meet required IM&T DES standards 
•   
  
Outline 
•  Expected cost £920k 
Business 
Case 
 
Resource 
•  Project Manager FT 
Requirements 
• Project Administrator FT 
•  Clinical Lead PT 
•  Technical Lead FT 
•  Communications Lead PT 
 
  
Project 
•  +/- 10% Budget 
tolerances 
•  +/- 3 months 
 
  
 
References 
 
  
Executive and  Project Executive: Dr Tariq Chauhan (Associate Medical Director) 
Project 
Senior Supplier: Mike Jones (Associate Director of IM&T) 
Manager 
Project Manager: Paul McQuaid 
  
Interested 
•  GPs and Practice Staff 
Parties 
• MPs 
• LMC 
• OSC/Councillors 
• Voluntary Sector 
• NHS Staff 
• PCT Staff 
• Local Media 
• Caldicott Guardians 
•  Local Medical Committee 
 
 
Page  6

Document Outline