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Advice to support signatories of Patient Group Direction (PGD) in understanding their responsibilities when undertaking this role

Essential reading

Ensure you are familiar with the following articles:

How to develop a Patient Group Direction

A guide to help organisations and individuals navigate all stages of the PGD development process.

Electronic record systems and Patient Group Directions

Advice on Patient Group Direction (PGD) management using electronic systems

Doctor (or dentist) and pharmacist signatory

The Human Medicines Regulations (HMR) 2012 requires that a PGD must be signed by a doctor, or dentist, and a pharmacist and guidance states that they should be involved in the PGD development.

NICE PGD guidance states when signing the PGD the doctor, or dentist, and pharmacist take joint responsibility and accountability for the accuracy of both the clinical and pharmaceutical content of the PGD. This role should be undertaken by senior professionals with full consideration of the clinical service in which the PGD is to be used.

Doctor and dentist responsibilities

The doctor/dentist signatory is responsible for ensuring the PGD will provide safe and appropriate clinical treatment to a pre-defined group of individuals within agreed parameters described in the PGD.

During development of the PGD they are responsible for the provision of clinical advice and support. This includes advice on the feasibility of the PGD with reference to the most appropriate options for clinical care and adherence to relevant clinical guidelines.

They are responsible for ongoing provision of clinical advice and support when the PGD is in practice, following audit and during review of the PGD.

Actions to take

Before a PGD is developed and when it is reviewed, ascertain whether a PGD is required and legally and clinically appropriate. All discussions should be held between the clinical signatories and other members of the PGD development group, including the authorising body and where appropriate wider stakeholders.

Actions to take

Ensure the following:

  • organisational processes for PGD development are followed
  • PGD clinical content is appropriate
  • relevant supporting guidance is followed and referenced
  • appropriate follow up/safety netting advice to the individual is included
  • availability of medical/dental advice for excluded patients is timely and appropriate
  • PGD is appropriate for the clinical care being delivered in the service/locality
  • you work within locally agreed timeframes to ensure timely development, review and approval of the PGD

If leading development of the PGD, also ensure:

  • full consultation with other signatories and stakeholders in the area of practice during the development of the PGD and any subsequent drafts
  • submission of the final agreed version of the PGD to the relevant authorising body in line with local processes
Actions to take

Other signatories must be made aware of any changes in clinical practice or guidelines that may necessitate a review (or withdrawal from practice) of the PGD.

Pharmacist responsibilities

The pharmacist signatory is responsible for ensuring the PGD will provide safe and appropriate pharmaceutical treatment to a pre-defined group of individuals within agreed parameters described in the PGD.

Prior to and during PGD development, they are responsible for provision of pharmaceutical advice and support. This includes advice on the feasibility of the PGD with reference to licensed status of the medicine, local formulary and other guidelines relating to the medicine.

They are responsible for ongoing provision of pharmaceutical advice and support when the PGD is in practice, following audit and during review.

Actions to take

All discussions should be held between the clinical signatories and other members of the PGD development group, including the authorising body, and where appropriate wider stakeholders to ascertain:

  • whether a PGD is required and legally and clinically appropriate
  • where a medicine is to be supplied to individuals to take away, appropriately labelled packs can be procured in a legal and timely manner
Actions to take

Ensure the following:

  • organisational processes for PGD development are followed
  • clinical and pharmaceutical content in the PGD is accurate and supported by the best available evidence and local/national guidelines have been considered
  • adequate legal supplies of the medicines are available in the agreed clinical areas
  • suitable medicine information is available for issue to the patient at the time of supply or administration of the medicine
  • you work within any locally agreed timeframes to ensure timely development and approval of the PGD

If leading development of the PGD, also ensure:

  • full consultation with other signatories and stakeholders in the area of practice during the development of the PGD and any subsequent drafts
  • oversight of the submission of the final agreed version of the PGD to the relevant authorising body in line with local processes
Actions to take

Ensure other signatories are made aware of any changes relating to clinical practice, guidelines, the summary of product characteristics or licensing of the medicine that may necessitate a review (or withdrawal from practice) of the PGD.

Professional group signatory

It is good practice for PGDs to be signed by representatives of the registered health professional group(s) intending to work under the PGD.

There is no restriction on how many signatories can be included on a PGD but consideration should be given to the administrative complexity of multiple signatories. For example, it may be advisable to have one signatory signing on behalf of multiple professional groups where more than one is included within a PGD.

Responsibilities

The representative of the professional group working under the PGD, is responsible for:

  • the provision of specialist professional advice and support including provision of information on service delivery within the clinical area
  • ongoing professional advice and support for practitioners when the PGD is in practice
  • ongoing professional advice during and following audit and during review of the PGD
Actions to take

Discuss with the clinical signatories and other members of the PGD development group, and where appropriate wider stakeholders, including the authorising body, to ascertain whether a PGD is required and whether it is legally and clinically appropriate.

Actions to take

Ensure:

  • organisational processes for PGD development are followed
  • PGD training/competency requirements are appropriate for the professional group
  • you advise on any profession specific guidance which may impact the PGD content
  • you work within any locally agreed timeframes to ensure timely development, review and approval of the PGD

If leading development of the PGD, also ensure:

  • full consultation with other signatories and stakeholders in the area of practice during the development of the PGD and any subsequent drafts
  • the submission of the final agreed version of the PGD to the relevant authorising body in line with local processes
Actions to take

Ensure other signatories are made aware of any changes in clinical practice or guidelines that may necessitate a review (or withdrawal from practice) of the PGD.

Authorising body signatory

A representative of the relevant authorising body must authorise the PGD by signing on behalf of the organisation. The Human Medicines Regulations 2012 Schedule 16 Part 2 defines the relevant authorising bodies.

An organisation’s structure will determine which individual role incorporates the authority and responsibility to be this signatory. Authorising bodies need to consider the knowledge, skills and expertise needed by people who are developing, updating, authorising and using PGDs and ensure that they are aware of their responsibilities and can demonstrate their competency.

Responsibilities

The individual responsible for organisational authorisation of a PGD on behalf of an organisation, is signing that a PGD is legal and has followed local processes.

They must have sufficient evidence to be assured that:

  • a PGD has previously been agreed as the most appropriate mechanism for supply and administration of the medicine
  • there is no opportunity in the care pathway for the medicine to be prescribed in a timely manner
  • those involved in the clinical authorisation of the PGD are competent to do so
  • local processes and governance arrangements have been followed
  • the views of all stakeholders have been considered
  • all legal requirements have been met

They have responsibility for ensuring PGDs are developed in line with legislation and local organisational policies and governance arrangements, with full consideration of the service in which the PGD is to be used.

It should be noted that for governance purposes, it is advisable that the authorising body signatory should not be involved in developing the PGD and should not practice under the PGD.

Leaving an organisation

There is no requirement for a PGD to be resigned if a signatory leaves an organisation. This is because the signatory is acting within their role as agreed by their organisation, or detailed in their role specification. The PGD Service Advisory Reference Group has clarified that there is nothing in legislation to state that a PGD becomes invalid if a PGD signatory leaves their role.

Further resources

NICE

NICE PGD guidance sets out the experience and competencies expected of PGD signatories.

Supporting resources include competency frameworks.

eLearning for healthcare

A PGD e-learning programme is available for all professionals involved with PGDs to understand the development, authorisation and safe use.

Video explainer

This video explains PGD signatories and patient group directions.

Update history

  1. Republished
  2. Content reviewed - no changes to content required. Summary reworded for clarity. Minor rewording to improve flow.
  1. Youtube video changed to Vimeo
  1. Video explainer added.
  1. Published