Project details
Pre-populated with clearly-labelled sample values — edit freely.
Suggested standards: At least 90% of eligible board round reviews should document current clinical status.; At least 90% should document criteria-to-reside status where relevant.; At least 90% should document or update expected discharge date..
Local policy references
Recorded against every submission and reproduced in reports so findings can be interpreted against local policy.
Locations and scope
Organisation-specific and configurable. Locations already used in submissions should be deactivated rather than deleted to preserve historical audit integrity.
Acute Medical Unit
Frailty Unit
Ward 12 — General Medicine
Ward 9 — Respiratory
Ward 5 — Older People's Medicine
Same-Day Emergency Care
Acute Medicine
General Internal Medicine
Older People's Medicine
Emergency and Urgent Care
Acute Internal Medicine
Geriatric Medicine
Respiratory Medicine
General Internal Medicine
Inpatient medical pathway
Frailty same-day pathway
Discharge to assess pathway
Long-stay review pathway
Inclusion and exclusion criteria
Applied when deciding whether a board round or patient review is in scope.
Inclusion
- • Adult inpatient ward board rounds.
- • Adult assessment unit board rounds where locally included.
- • Daily board rounds reviewing patient progress, discharge planning, flow, barriers or escalation.
- • Board rounds involving one or more selected wards, units, departments or pathways.
- • Board rounds documented in electronic, paper or hybrid systems depending on local setup.
- • Individual patient reviews within a board round, where patient-level audit is selected.
- • Whole board round sessions, where session-level audit is selected.
Exclusion
- • Paediatric board rounds unless locally adapted.
- • Maternity-specific board rounds unless locally adapted.
- • Mental health inpatient board rounds unless locally adapted.
- • Purely operational bed meetings without patient-level review, unless locally included.
- • Informal ward updates not expected to be documented under local policy.
- • Board rounds outside the selected audit period.
- • Duplicate board round episodes.
- • Records unavailable for review.
- • Cases where local governance approval is required but has not been obtained.
- • Direct patient identifiers entered into the tool.
Custom fields
Add project-specific fields to capture local variables. These appear in Data Collection, Submissions and relevant exports.
System metadata
Read-only — assigned by Lazomis QI.
Tool type
Audit Tool
Project type
Clinical Audit
Quality Improvement Project
CQC domains
Safe
Effective
Caring
Responsive
Well-led
Patient Flow project
Yes
Patient Flow categories
Admission
Acute Medical Unit
Specialty inpatient care
Ward care
Discharge planning
Discharge delays
Community services
Clinical themes
Patient Flow
Documentation
Discharge Quality
Deteriorating Patient
Frailty
Website categories
Patient Flow
Acute Medicine
General Medicine
Discharge Planning
Clinical Governance
Tool version
1.0.0
Governance
Local approvals and oversight.
Registration: register the audit with your local clinical audit or governance office before data collection.
Information governance: pseudonymised data only — no patient identifiers are collected by this tool.
Reporting route: agree the department, divisional and governance meetings where findings will be presented.