Data collection

DEMO DATA

Record one board round review at a time. Use pseudonymised references only — never patient names, NHS numbers, hospital numbers or dates of birth.

Sample mode
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Before you start
Ensure any clinical deterioration, safeguarding concern, capacity concern, unsafe discharge concern, missed urgent action, medicine safety concern, unresolved diagnostic delay, unclear clinical responsibility or board round-related patient safety concern is escalated through local clinical, operational and governance pathways. Do not rely on this audit tool for urgent escalation or for making discharge decisions.
Board round details
Context for this board round review.
Location
Configured in Project Setup and specific to your organisation.
Patient context
Pseudonymised context only. Select the 'not applicable' option for session-level reviews.
Attendance and format
Who was involved and how the board round ran.
Barriers, escalation and safety
Progress, delays and any concerns identified.
Audit criteria (32)
Answer Yes, No, Not applicable or Unable to determine. Only Yes and No responses count towards compliance. 0 of 32 answered.

Structure and timeliness

C1
Board round occurred as scheduled or reason for non-occurrence was documented.
C2
Board round started within the locally expected timeframe where this is measured.
C6
All eligible patients were reviewed or exclusions were documented.

Attendance and leadership

C3
Board round was clinically led or supported by an appropriate senior decision-maker.
C4
Nurse in charge or relevant nursing representative was involved.
C5
Relevant MDT members were involved or available according to patient needs.

Clinical review

C7
Current clinical status was reviewed.
C8
Criteria-to-reside status was reviewed and documented where relevant.
C9
Discharge readiness / medically fit status was documented where relevant.
C15
Current clinical plan was documented.
C16
Outstanding investigations, results or treatment tasks were documented where relevant.

Discharge planning

C10
Expected discharge date was documented.
C11
Expected discharge date was reviewed or updated.
C12
Discharge destination was documented where relevant.
C13
Discharge pathway was assigned where relevant.
C14
Patient-specific discharge criteria were documented where criteria-led discharge is used.

MDT actions

C17
Therapy actions were documented where relevant.
C18
Pharmacy, TTO or medicines-related actions were documented where relevant.
C19
Discharge summary, transport, equipment or community actions were documented where relevant.

Safety and escalation

C20
Safeguarding, capacity, infection control or escalation issues were considered where relevant.
C27
Escalation was completed where required by local policy.
C32
Any board round-related safety, flow or discharge concern was escalated or actioned where identified.

Actions and ownership

C21
Main barrier to progress or discharge was documented.
C22
Action owner was documented.
C23
Next action was documented.
C24
Action deadline or timeframe was documented where relevant.
C25
Previous board round actions were reviewed.
C26
Unresolved actions were carried forward with a named owner.

Communication

C28
Patient or family / carer communication need was documented where relevant.

Documentation quality

C29
Board round outcome was documented clearly.
C30
Reason for delayed, missing or incomplete board round review/documentation was recorded where applicable.
C31
Documentation was clear enough for another clinician, ward leader or discharge coordinator to understand the plan, barrier, owner and next action.
Findings and comments
Free-text context used in findings, improvement planning and outputs.