Abstract

The British Thoracic Society advocates for the creation of a Local Safety Standards for Invasive Procedures applicable and tailored for each hospital where invasive pleural procedures are performed. The aim of this study was to implement and evaluate the effectiveness of a new pleural proforma in improving patient safety and accurate documentation. Pre-, intra- and post-procedure documentation was assessed against BTS guidelines for 30 patients. We saw a general improvement in documentation following the implementation of the proforma, with 90% documenting ultrasound findings (30% at baseline) and 70% documenting relevant bloods (0% at baseline). However, only 70% had clear documentation of the name and grade of operator in cycle 3, compared to 100% previously. Post-procedural documentation improved from 30% at baseline to 100% in cycle 2. However in cycle 3 there was poorer documentation of ultrasound findings (60% in cycle 3 compared to 90% in cycle 2). Our results suggest that the implementation of a pleural proforma improves timely documentation, aids review of investigation results prior to procedure and allows accurate post-procedural instructions to be communicated. However, there was poorer documentation following the shift of pleural procedures exclusively to the pleural clinic. We theorise this is because a non-clinical assistant was documenting on the clinician?s behalf and thus pertinent clinical findings was poorly documented. As a result, we recommend that proformas should only be completed by the primary operator. Subsequent data should be collected to assess the sustainability of such a proforma and whether this translates to improved clinical outcomes.