Clinical Safety ToolkitStaffordshire Training Hub

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    Clinical safety

    Six sections on the clinical safety side of adopting a digital tool. If you're new to this, start with Understand. For the whole journey, including data protection, see adopting a tool.

    1. 1UnderstandWhat clinical safety is, who does what, and how risk is scored.
    2. 2The processFive stages, from first look to keeping it safe.
    3. 3Worked examplesAn online consultation tool in full, plus an AI scribe and a built-in calculator.
    4. 4TemplatesDocuments to read, download and adapt.
    5. 5After go-liveIncident logs, monitoring and when to reassess.
    6. 6HelpFinding a CSO, training and common questions.

    The clinical safety process at a glance

    Stage 1 of 5

    Prepare

    • Add the tool to your technology register
    • Get the supplier’s clinical safety documents (DCB0129)
    • Agree who is acting as your Clinical Safety Officer (CSO)
    Who
    CSO and practice manager
    You end up with
    The supplier’s clinical safety documents on file; a named CSO
    More on this stage →

    Stage 2 of 5

    Assess

    • Hold a hazard workshop with the staff who will use the tool
    • Write the hazard log: each cause, effect, hazard and harm, with controls and mitigations
    • Score each hazard before and after controls
    Who
    CSO leads, with the staff who will use it
    You end up with
    A hazard log
    More on this stage →

    Stage 3 of 5

    Approve

    • The CSO writes and signs a short clinical safety case report (CSCR)
    • The partners review the residual risk, and accept it or decline to go live with the tool
    Who
    CSO and partners
    You end up with
    A signed safety case report
    More on this stage →

    Stage 4 of 5

    Go live

    • Train everyone who will use it, and record who was trained
    • Start small if possible, and check early outcomes closely for incidents and recurring themes
    Who
    Practice manager
    You end up with
    A training record; early checks under way
    More on this stage →

    Stage 5 of 5

    Monitor and review

    • Log incidents and near misses, and review the hazard log when incidents happen and periodically
    • Reassess when the supplier changes the product, or if you start to use it differently in your workflow
    • Switch the tool off safely when the time comes
    Who
    Everyone reports; the CSO reviews
    You end up with
    A live hazard log and incident log
    More on this stage →