Background 

UKMi have developed a number of Key Performance Indicators (KPIs). This document provides some guidance to be used alongside the KPIs which are available in an Excel spreadsheet template. 

This spreadsheet uses the aims of the UKMi strategy as the basis for KPIs and can be used as a starting point for measuring Medicines Information service activity. 

It is intended for use by all MI centres and may be adapted according to local needs. 

Performance indicators are worth measuring for several reasons including: 

  • to enable benchmarking (regional or national).
  • to help demonstrate the value of the service.
  • to inform staff allocation, service developments and/or business cases.
  • to help identify training needs 

Core and Expanded KPIs 

The KPIs are divided into Core and Expanded KPIs 

It is recommended that Core KPIs are collected annually by all MI centres. 

Centres may wish, at their discretion, to collect KPIs more frequently, e.g. quarterly. 

Centres may wish to collect performance data additional to the Core KPIs. These can be taken from the list of suggestions in the Expanded KPI tab and pasted into the spreadsheet of the Core KPIs, or centres can create their own. 

The use of topics included in the Expanded KPIs are at the discretion of each MI centre. It is expected that these will be tailored to, and informed by, local need. 

The Expanded KPIs can be used as a basis for discussion within your organisation or can be adapted for your own requirements or circumstances such as additional specialist roles or workload e.g. commissioning roles, horizon scanning. Centres may wish to collect data on a wider range of indicators for local performance management. 

Please note: Patient Helplines/Patient User Surveys are only a core KPI for centres that have a Patient Helpline. 


Guidance notes and tips for individual KPIs (Core) 

Level of enquiries 

Enquiry levels have been split into Simple (level 1) enquiries and Specialist Knowledge (level 2 and 3) enquiries. The reasons for this include: 

  • They are more meaningful for people outside of Medicines Information to understand
  • The boundary between level 2 and level 3 enquiries is not very clear 

The term simple is used to measure the level of complexity and is not a reflection of value to service users or patient safety. 

Number of yellow cards submitted 

This may not be something captured by all MI services, but if it is being captured then it is worth reporting as a KPI as promotion of Yellow Card reporting is important for improving patient safety. 


Guidance notes and tips for individual KPIs (Expanded) 

Inclusion of “time spent” measures 

Caution is advised when using time spent as a measure because it may be inaccurate and unrepresentative of workload and there is a risk that it may be incorrectly used to manage workforce provision. This measure may depend on the skill mix and experience of the staff involved, for example senior pharmacist or trainee pharmacist/ pharmacy technician and checker. Thus the aim of collecting the data and any conclusions drawn should be carefully considered. 

QA and Audit 

Currently the use of QA and Audit is under review within UKMi nationally. In the interim the use of these audits is at the discretion of local MI centres. The available UKMi Peer Review pages can be used as guidance. 

Discharge queries from HCPs / patients 

This metric has several functions such as: 

  1. To gauge the amount of staff time being spent on this call type
  2. To provide evidence for a need for specific service/investment to deal with these enquiries
  3. To identify pro-active interventions, which may include further training for specific staff groups to reduce the need for calls, communication to relevant stakeholders or a change of process. 

Cost savings 

Identification of cost savings may be something that you are asked to report on and a measure for these could then be agreed locally. An example of a possible measure of savings is provided. 

Risks to High Quality MI Service 

This measure is included to help support MI Service managers to identify any gaps and inform their local risk management policy.

Last Reviewed: April 2023