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Ian Long, Partner

Ian Long, Partner

t: 0115 976 6194

f: 0115 947 5246

ilong@brownejacobson.com

 

 

Simon Tait, Partner

Simon Tait, Partner

t: 0115 976 6559

f: 0115 947 5246

stait@brownejacobson.com

 

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Knock, knock… who’s there?

In the light of recent developments, which will see authorised officers turning up at Trust premises demanding access for inspection or alternatively disclosure of documents, is your Trust ready for the knock at the door?

 

Whilst the Police have enjoyed powers of entry and search, including the power to take away documents and other evidence (for many years) we have recently seen similar powers being conferred on the Counter Fraud and Security Management Service Division of the NHS Business Services Authority. The draft code of practice on the use of the power to require the production of documents is currently under consultation.

 

In addition, the Health and Social Care Bill proposes the establishment of The Care Quality Commission which will replace the Commission for Healthcare Audit and Inspection, The Commission for Social Care Inspection and the Mental Health Act Commission. The Health and Social Care Bill provides for this new body to have powers of entry and inspection as well as the power to require the production of documents and information.

 

Documents

The new powers in the Health Act 2006 are intended to protect the NHS from fraud and other unlawful activities. Whilst the Act establishes the power to require production of documents the draft code of practice adds flesh to the bones and outlines how the process is likely to work in practice. If you are identified as the person at your Trust who is “accountable” for holding documents that are likely to assist the Counter Fraud and Security Management Service’s investigations, what might you expect?

 

Step 1 - You (not the Trust) will receive a notice requesting disclosure of the relevant documents. Failure to comply is a criminal offence. This may be preceded by a telephone call but it is not mandatory.

 

Step 2 - When the notice is served you will be provided with evidence of the identity and authority of the investigator. If this is not provided you are not obliged to comply with the notice.

 

Step 3 - The notice will contain standard information describing the documents required, the deadline for production, confirmation of the place at which they must be produced, contact details and confirmation of the penalties. Note that documents may have to be produced immediately. If not, production should be at a “reasonable hour” defined as within normal working hours.

 

Step 4 - Consider whether you need an extension of time to comply. The draft code does however suggest that an extension for an extended period (defined as “several weeks”) is unlikely to be given.

 

Step 5 - Produce the documents or, if missing, explain where they are. You may also have to provide an explanation of the documents. You may ask for copies – the inference being that the investigator will take the originals.

 

Step 6 - You will be given a written receipt listing the documents produced.

 

Complications

“Documents” includes electronic records and the draft code of practice provides power for forensic specialists to be used to access the necessary information. Are you ready for such a specialist to be sitting in your office for a week trawling through your electronic records?

 

Documents protected by legal professional privilege do not have to be disclosed.

 

It is not envisaged that such requests will often relate to personal records. Before requesting such documents (including patient records) the investigator will need authority from a senior colleague. A clinical specialist may be brought in by the investigator to liaise between the investigator and the Trust.

 

Impact

Service of a Disclosure Notice will create practical problems for Trusts. To minimise this Trusts should consider:

 

  • Putting in place a policy to deal with the situation
  • Identifying a senior officer who is able to take responsibility for this issue
  • A system to co-ordinate response times and method of production
  • Reviewing systems for the storage and retrieval of documents
  • Internal training
  • Resources required to respond to a Disclosure Notice
  • Building relationships with their local Counter Fraud Specialist. A co-operative approach is likely to benefit both parties
  • Their relationships with their contractors. They too will be liable to comply with Disclosure Notices. Are they aware of this obligation? Are Trusts satisfied they have the systems in place to deal with this issue?

 

For more information please contact

Ian Long or Simon Tait.

 

 

The content of this bulletin is provided for the purposes of general interest and information. It contains only brief summaries of aspects of the subject matter and does not provide comprehensive statements of the law. It does not constitute legal advice and does not provide a substitute for it.