Inclusion, exclusion and audit criteria

DEMO DATA

Who to include, who to exclude, and the 26 audit criteria measured in this cycle.

Inclusion criteria
  • •Adult patients aged 16 years or older
  • •Patients admitted to hospital, an assessment unit or a same-day emergency care area
  • •Inpatient, ambulatory or day-case episodes where allergy status should be recorded under local policy
  • •Cases from selected wards, departments, specialties or services during the audit period
  • •Electronic, paper or hybrid records depending on local setup
Exclusion criteria & limitations
  • •Patients under 16 years old (unless the tool is locally adapted for paediatric use)
  • •Obstetric or maternity records unless the tool is locally adapted
  • •Cases where local governance approval has not been obtained
  • •Records outside the selected audit period
  • •Duplicate admissions or duplicate records for the same episode
  • •Records unavailable for review
  • •Direct patient identifiers must not be entered into the tool
Audit criteria (26)
Aligned with NICE CG183 (Drug allergy: diagnosis and management), NICE QS97 (Drug allergy) and local trust drug allergy policy. Compliance is calculated using Yes and No responses only; Not applicable and Unable to determine are excluded from the denominator.
  1. C1
    Allergy status was documented in the clinical record.
    Target ≥ 90% · auto-computed from submissions
  2. C2
    Allergy status was documented in the prescribing or medicines administration system.
    Target ≥ 90% · auto-computed from submissions
  3. C3
    Allergy status was visible at the point of prescribing or administration.
    Target ≥ 90% · auto-computed from submissions
  4. C4
    No known allergy status was explicitly documented where applicable.
    Target ≥ 90% · auto-computed from submissions
  5. C5
    Allergy status was reviewed during medicines reconciliation where medicines reconciliation was required.
    Target ≥ 90% · auto-computed from submissions
  6. C6
    Allergy information was verified with an appropriate source where possible.
    Target ≥ 85% · auto-computed from submissions
  7. C7
    Source of allergy information was documented.
    Target ≥ 85% · auto-computed from submissions
  8. C8
    Drug or allergen name was documented where an allergy or suspected allergy was present.
    Target ≥ 90% · auto-computed from submissions
  9. C9
    Drug class was documented where relevant.
    Target ≥ 80% · manual review
  10. C10
    Reaction signs or symptoms were documented.
    Target ≥ 90% · auto-computed from submissions
  11. C11
    Reaction severity was documented.
    Target ≥ 85% · auto-computed from submissions
  12. C12
    Reaction timing, approximate date or circumstances were documented where available.
    Target ≥ 80% · auto-computed from submissions
  13. C13
    Documentation distinguished allergy from intolerance, side effect or adverse drug reaction where possible.
    Target ≥ 85% · auto-computed from submissions
  14. C14
    Allergy status was coded or structured correctly where the EPR / prescribing system supports coding.
    Target ≥ 85% · auto-computed from submissions
  15. C15
    Allergy information was consistent across clinical notes, prescribing record and discharge/transfer documentation.
    Target ≥ 90% · auto-computed from submissions
  16. C16
    Allergy alert or prescribing warning was present where relevant and supported by the system.
    Target ≥ 85% · auto-computed from submissions
  17. C17
    Allergy-related prescribing discrepancy was actioned where identified.
    Target ≥ 90% · auto-computed from submissions
  18. C18
    New suspected drug allergy during admission was added to the allergy record where relevant.
    Target ≥ 90% · manual review
  19. C19
    Patient was informed about new suspected drug allergy where appropriate.
    Target ≥ 85% · manual review
  20. C20
    Written or structured allergy information was provided where relevant and locally required.
    Target ≥ 80% · manual review
  21. C21
    Specialist allergy referral was completed where indicated by local policy or severe reaction history.
    Target ≥ 85% · manual review
  22. C22
    Allergy status was included in discharge summary or transfer communication.
    Target ≥ 90% · auto-computed from submissions
  23. C23
    Drug/allergen and reaction details were included in discharge communication where relevant.
    Target ≥ 85% · auto-computed from submissions
  24. C24
    Reason for incomplete, missing or inconsistent allergy documentation was recorded where applicable.
    Target ≥ 80% · auto-computed from submissions
  25. C25
    Documentation was clear enough for another clinician, nurse or pharmacist to prescribe or administer medicines safely.
    Target ≥ 90% · auto-computed from submissions
  26. C26
    Any allergy-related medication safety concern was escalated or actioned where identified.
    Target ≥ 100% · auto-computed from submissions