Accessing CDRC resources on SystmOne
To access the below resources you will need to be a member of the DCS group on SystmOne. To do this, please follow the instructions on the CDRC SystmOne Access webpage.
CDRC SystmOne resources to support the care of patients with Learning Disabilities
Learning Disability Quality Improvement Reports
CDRC’s Case Finding reports can be useful to help validate your Learning Disability (LD) register.
These reports are located in the folder CDRC Quality > Learning Disability
CDRC’s Health Check reports will identify patients who have had/ not had their annual review health check.
The reports to identify patients who have yet to have a check or opt out are subdivided into reports of those likely to be at ‘higher risk’. The criteria for higher risk are:
- Not had a health check for 2 years
- BMI <19 or >40
- More than one non-LD long term condition
- On antidepressants, antipsychotics, anxiolytics, gabapentinoids, hypnotics, lithium, opioids
- On medication where appropriate monitoring is significantly overdue
- Has a LTC with features of concern
- Has a PEG or history of aspiration pneumonia
Learning Disability CDRC Template
How to Access
With the Patient record retrieved, in the lower left hand corner there is a search bar, type in ‘Learning Disabilities CDRC’ and select the following template:
Alternatively, press F12 and type in ‘Learning Disabilities CDRC’ in the search bar, this will return the aforementioned template.
Learning Disability Template
This template has been completely updated to integrate with other CDRC care planning modules such as dementia, palliative care, avoiding unplanned admission etc. The template is split into several tabs across the top, to make it easier to navigate to the area you wish to complete.
The Learning Disability Home Page provides an overview of the patient’s LD diagnosis codes, the date of their last LD review and action plan. There is a button to start the annual LD review.
The Relationships Page is the same as all other care planning templates, providing details of relatives and carers and their details.
The Professionals Page is customised to provide greater prominence to relevant professionals such as psychiatrists, CPNs, social workers and care coordinators.
The MCA Page is identical to other care planning templates allowing users to view and amend information about power of attorney, IMCAs, advanced directives etc.
The Action Plan Page provides the ability to view and amend the current action plan and to record any other important information.
The Diagnosis Page shows the definition of learning disability. There is a LD Register inclusion checklist with a panel to show the last time this was completed. The <–Expand button can be used to show the full details of the most recently completed checklist.
Learning Disability Annual Review CDRC Template
How to Access
With the Patient record retrieved, in the lower left hand corner there is a search bar, type in ‘Learning Disability Annual Review CDRC’ and select the following template:
Alternatively, press F12 and type in ‘Learning Disability Annual Review CDRC’ in the search bar, this will return the aforementioned template.
Learning Disabilities Annual Review
The Learning Disability Annual Review part of the template facilitates a structured annual review.
The Core Data Page allows recording of key measurements and lifestyle advice
The Social/Paeds Page allows viewing, recording and editing of key social information such as accommodation, carers, employment and schooling.
The Relationships Page allows recording of key family and friend relationships.
The Professionals Page is customised to provide greater prominence to relevant professionals such as psychiatrists, CPNs, social workers and care coordinators.
The Routine Care Page allows recording of information about dental and optometrist care, communication requirements, functional skills such as ADLs and recommended vaccinations.
The Screening Page shows relevant information for key screening programmes
The Tests Page shows any tests that might be indicated based on current medication, long term conditions, recent results and screening recommendations.
The information in the sections above could largely be obtained by administration staff and/or health care assistants. Subsequent information is likely to need more experienced clinical input.
The Overview Page displays some key information
The History Page prompts the user to record a structured history using a questionnaire that expands to request more details automatically, if any issues are raised. Click Save Final Version once completed.
The most recent results of this history are displayed on the right hand panel.
The Sex/Drugs Page allows recording of relevant information
The Problem or Summary Pages (depending on practice preference) display the most recent problem lists which can be amended or updated by right clicking on the various entries.
The Meds Page shows current medication
The Health Exam Page facilitates a structured examination based on the Cardiff model.
The Action Plan Page provides the ability to view and amend the current action plan and to record any other important information.
National PSC MedSIP Programme
The below searches have been developed to support the current Medicines Safety Improvement Programme (MedSIP) relating to “Helping people with a learning disability, at risk of behaviour that challenges, to avoid harm from psychotropic medicines.” however they are freely available to use by anyone.
These resources have been developed in collaboration with Health Innovation East Midlands, Health Innovation West Midlands and NHS England Medicines Safety Improvement team. The reports will identify people with a learning disability (without an SMI) on an antipsychotic within the relevant date parameters
Long-term Antipsychotic Prescribing Metric – One off Retrospective Search
Retropsective Data Point Reports have been developed which allow you to view trends of antipsychotic prescribing in your LD (without SMI) patients over the previous 2 years (June 2023 – June 2025).
These reports only need to be ran once and reported back to your local MedSIP Programme lead.
The SystmOne Retrospective Reports SOP can be found below:
MedSIP SystmOne Retrospective Reports SOP V1
Long-term Antipsychotic Prescribing Metric – Monthly Searches & Oral Risperidone Equivalent Analysis Tool
The following two reports need to be ran on a monthly basis from July 2025 onwards:
- ? LD 4.1 – LD (without SMI)
- ? LD 4.11 – Issued antipsychotics last month AND prior 3 months (without SMI)
They are located in the CDRC Quality > Learning Disability folder:
In addition to running these two reports; you will also need to use the pre-defined data output “MedSIP Antipsychotic Output” to extract data from SystmOne and save it into the MedSIP Oral Risperidone Equivalence Tool V2 to report on the total Oral Risperidone Equivalence.
The following SOP will explain how to use the pre-defined data output to extract the required data into the MedSIP Oral Risperidone Equivalence Tool V3:
MedSIP SystmOne Monthly Searches and ORE Analysis Tool SOP V3
The below .zip contains the contents of the MedSIP Oral Risperidone Equivalence Tool V3:
For SystmOne users who are not a member of the DCS Organisation Group you will need to develop the pre-defined data output in your own system. The following SOP and video demonstration will explain how to develop this data output in SystmOne:
MedSIP SystmOne Report Output for the ORE Analysis Tool SOP V2
Video Demonstration on how to create the data output, MedSIP Antipsychotic Output, on SystmOne:
Please ensure the name of the Start date column is “Consultation date”.
Data Collection Tool
This data collection tool is designed to support quality improvement by using data from the learning disability searches shared here to automatically generate run charts.
It has been developed for systems participating in the National Medicines Safety Improvement Programme (MedSIP) who are also required to submit data to the national MedSIP team.
If you are not part of the national programme, you are welcome to use this tool locally to support your own improvement work. However, please do not submit any data generated through this tool to NHS England (NHSE).