HTN Insight: Progress and challenges with the move to electronic patient records in Wales

What does the transition to digital records and electronic systems look like across Wales? What are the challenges, opportunities, and programmes underway, and what progress is being made? HTN recently conducted a survey, sponsored by Altera Digital Health, to find out!

The majority of patient records in Wales remain predominantly paper-based, with mention of “hybrid but fragmented” systems across health boards, and almost a quarter of respondents noting continued use of “paper packs” at their organisation, findings highlighted.

Respondents went on to raise concerns about the potential for missed or inaccessible information, particularly highlighting staff time spent on admin, challenging transitions between services, the need to repeat patient histories, and delays in treatment.

A quarter of respondents considered their systems to be mostly electronic already, while more than half shared that their organisation is actively preparing to move away from paper records. Only 11.1 percent labelled their organisation as “not ready” to make this transition.

Access to those records is also an issue, with two thirds still having to rely on paper packs, PDFs and scanned documents, or multiple digital systems. Respondents considered risks associated with information being either missing or otherwise inaccessible, challenges in making transitions across services, and the ongoing need to repeat patient histories. Around ten percent shared worries about consequent delays to patient treatment.

Among survey respondents, the overarching sentiment around the current status of patient records in Wales is uncertainty, with the majority stating they are “not confident” about the ability of paper records to support safe joined-up care at present. The impact of this is seen in the amount of time said to be lost by clinicians to paper processes, with around a third of those who responded estimating that to be in excess of ten hours per week.

The biggest risk associated with the continued reliance on paper records in Wales is likely to be the inability to modernise services, according to more than half of respondents, with a third also pointing to concerns for patient safety. “Presently, the duplication, fear of not recording in the correct way, and rollout of new electronic systems, contribute to wasted precious staff hours. Wireless infrastructure remains poor preventing swift ability to document efficiently and therefore I would like to see meaningful financial Welsh Government funding to aid our workforce in digital transformation, making the workload easier,” suggested one respondent from Aneurin Bevan University Health Board.

Barriers to making the transition to electronic records 

Over half of those who responded considered the biggest single barrier to making the transition from paper to electronic records to be the complexity of services. Almost the same number felt national standards were needed to make EPR adoption a success, while a third highlighted the need for sustainable funding in order to advance.

Notably, respondents felt there was more to do in terms of public engagement and understanding, with over two-thirds suggesting this is currently limited. “There is an expectancy for the workforce to engage and understand electronic transition, which many staff find hard to manage (especially with a multi generational workforce),” suggested one respondent from Aneurin Bevan.

Looking ahead, suggestions covered the need for clear government strategy on funding and the approach to electronic records; the need to prioritise integrated clinical notes that can be integrated with local authority systems; and the need for health boards to “own the change”. A respondent from Welsh Ambulance Services University NHS Trust said: “There needs to be true digitalisation, not just digitisation. Sharing of patient records between healthcare providers to ensure true informational continuity of care. Every digital project moving from paper to electronic, or phone to electronic, should have an independent digital health check, possibly led or facilitated by DHCW, with follow up evaluation.”

A clear and fully funded government strategy for NHS Wales with regard to the approach to electronic records is needed, according to a respondent from Aneurin Bevan. “Welsh Government need to prioritise integrated clinical notes which integrate with local authority systems – the clinical parts must be co-designed with front line clinicians, not what IT or managers think we need, and focused on the needs of patients,” said another from Betsi Cadwaladr.

“Primary care will be the starting point, especially death records,” a respondent from NHS Wales Shared Services Partnership suggested. Another, from DHCW, pointed to the need to focus on patient safety and usability, rather than cost and timescales; and the requirement for an electronic system that meets services’ needs was emphasised by a respondent from Cardiff and Vale. Ultimately, the change should be owned by health boards and matched by digital investment, came a suggestion from a separate Cardiff and Vale respondent, who added: “Arguably there is sufficient resource in the system, but there is a failure of delivery.”

The industry view

Mark Hutchinson, Executive Vice President – Altera Digital Health UK & EMEA shared his thoughts on how Wales can reach its ambition to create a truly integrated care record.  “The Welsh Government’s strategy to create a comprehensive digital health and care record that follows every citizen throughout their lifetime is a defining moment for healthcare transformation in Wales. The vision is clear: to provide world leading digital services to empower people to live healthier lives.  However, the challenge lies in its execution. National programmes of this scale must navigate legacy fragmentation, varying digital maturity, service pressures and limited budgets, all while maintaining user confidence and service continuity.

Similar experiences across the UK show that long timelines and complex deployments can slow momentum and limit adoption. Moving from vision to impact will require an approach that prioritises accelerated deployment, usability and user engagement from the outset. Ultimately, the record’s success will be defined by how quickly it becomes embedded, trusted by health and care professionals and actively used every day to improve care outcomes for people across Wales.

Traditional shared record deployment models can involve lengthy implementation timelines, carry significant financial risk, service disruption and delayed value. In the current health and care climate with rising demands, workforce pressures and growing citizen expectations, services can’t wait years to realise benefits. A phased, modular approach offers a fundamentally different path that enables systems and integrations to go live in a matter of months while delivering early, measurable returns.

Rather than organisations entering into costly, large-scale “big bang” implementations, a modular strategy enables trusts to prioritise high-impact areas first to reduce upfront costs, minimise disruption and preserve user confidence. This approach minimises financial risk but also ensures continuity of care, avoiding the instability and patient safety incidents often associated with wholesale system replacement.

Crucially, phased deployments drive stronger user engagement and adoption by enabling teams to shape workflows around how care is actually delivered, rather than forcing practice to conform to technology.  For innovation to succeed it needs to be adaptable. A modular programme supports organisations to evolve at their own pace, introducing new capabilities incrementally, optimising workflows continuously, improving data interoperability and aligning with national strategies without sacrificing local autonomy.

This approach is already delivering results across several NHS trusts. One of these is Worcestershire Acute Hospitals NHS Trust. The trust opted for a phased approach to EPR implementation, which ensured the system was developed in line with clinical needs and caused minimal disruption to staff whilst delivering rapid benefits.

The trust was able to leverage the solution’s flexibility and configurability to meet its unique clinical and operational needs. Their phased approach helped the trust quickly realise the benefits of the new EPR system, with significant improvements evident within six months, such as with clinical documentation across all inpatient areas.

Wales has a once-in-a-generation opportunity to shape a programme that reflects best practice and delivers lasting benefits. By prioritising phased delivery, user-led design and interoperability from day one, the digital health and care record can deliver meaningful impact early, building momentum and trust across the system. The question is no longer whether transformation is needed, but how quickly it can make an impact.

Altera’s systems are designed to work across organisational boundaries and support phased adoption. From admission to recovery and beyond, our modular, interoperable solutions can meet the distinct needs of every health board supporting a cohesive, all-Wales vision.

Progress: Electronic records in Wales

Karen Smith, digital portfolio project manager at Velindre University NHS Trust, spoke with HTN earlier this year, saying: “The digitisation of our paper medical records is a project I am particularly passionate about. It represents one of the most significant digital transformations the trust has undertaken and marks the beginning of our journey towards a paperless future. As records are digitised following completion of a patient’s pathway, clinicians and support teams will have faster, easier, and more secure access to information, reducing the time spent locating and preparing paper notes. It’s about ensuring information moves at the speed of care, not at the speed of paper.”

At Aneurin Bevan University Health Board, there is also a strong focus on building a more integrated and interoperable digital ecosystem with EPR at its centre. Grant Healey, digital, data, and technology senior project manager reported: “We have a variety of EPRs currently in use, so the aim is to try and move away from fragmented systems and toward something that better supports joined-up care. Alongside this is a real focus on improving data quality, consistency, and accessibility, so our data can be used to support clinical decision making, operational management, and longer-term planning.”

In a recent meeting, the Betsi Cadwaladr board noted recent investment in digital infrastructure with the roll out of a new electronic prescribing system across all sites, a new digital record system for maternity services about to be launched, and planning progressing for a new EPR for mental health services. The board reports that the lack of a single EPR and reliance on fragmented systems “continue to pose the challenge of poor data quality and duplicate records of patients (within and across systems)”. Work is continuing with operational teams to develop standard operating procedures and improve consistency in data collection across services, it continues, with targeted training provided where recurrent data quality errors occur, and data quality incorporated as part of Welsh PAS system training.

Similarly, at Cwm Taf Morgannwg, progress is being made on the digitisation of medical records, with the board reporting that the current contract for patient record scanning has been renewed. However, it states that “large volumes” of paper still need to be stored, including historical records which are not being scanned. “The introduction of new technologies designed to reduce the creation of paper at source will overtime reduce the level of digitisation (scanning) required,” the board acknowledges, with estimations that ePMA roll out will also reduce scanning activity by seven percent.

The DHCW board has highlighted progress on an Integrated Health & Care Record, stating procurement is underway across most health boards. An outline business case is being developed to address the “immediate risk” of losing the current community and social care solution, it went on, with an initial focus on developing a cross-system “viewer” and a draft outlining end-state vision expected in the coming months. Issues were noted with key themes from complaints including incomplete or inaccurate medical records, with missing documentation or handwritten notes scanned into digital systems; an inability to share information effectively across primary, secondary, and cross-border services; and patient harm arising from lack of access to medication histories.

The board moved on to note the “vital role” of the Welsh Clinical Portal in providing “timely access” to GP records, clinical documents, and diagnostic results at the point of care. “The platform delivers significant operational value at scale by replacing manual, paper-based and fragmented processes with integrated digital workflows,” it says. “Each month, clinicians access nearly 2 million care documents, 1.3 million pathology results, and almost 0.5 million radiology reports, reducing duplication, administrative burden, and delays in clinical decision-making across care associated with over 480,000 outpatient clinics and 90,000 ward admissions recorded in the WelshPAS systems across six of the Welsh Health Boards and Velindre Trust.”