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Award Report Implementation phase COVER SHEET Title: Shared Purpose Bringing Healthcare Home Abstract: This Project will improve the safety and quality of care for patients in their last year of life by providing them with a single point of access and dedicated clinical support in their own home, nursing home, hospice or community Hub using technology including telemedicine. Lead organisation: Airedale NHS Foundation Trust Partner organisations: Organisation name Type of organisation Role in the programme Airedale, Wharfedale and Craven CCG Clinical Commissioning Group Commissioner Sue Ryder Manorlands Hospice Partner BMDC Bradford Metropolitan District Council Partner York Health Economic Consortium Academic evaluation Independent economic modelling and evaluation Involve ( formerly Martin Dawes Solutions) Technology provider Technology solution supplier Red Embedded Technology provider Technology solution supplier TPP SystemOne Technology provider Technology solution supplier National GSF Centre (Gold Standards Framework) Community Interest Company Partner Date: 19/06/2014

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Award Report – Implementation phase

COVER SHEET Title: Shared Purpose Bringing Healthcare Home Abstract: This Project will improve the safety and quality of care for patients in their last year of life

by providing them with a single point of access and dedicated clinical support in their own home,

nursing home, hospice or community Hub using technology including telemedicine. Lead organisation: Airedale NHS Foundation Trust Partner organisations:

Organisation name Type of organisation Role in the programme

Airedale, Wharfedale and Craven CCG

Clinical Commissioning Group

Commissioner

Sue Ryder Manorlands Hospice Partner

BMDC Bradford Metropolitan District Council

Partner

York Health Economic Consortium

Academic evaluation Independent economic modelling and evaluation

Involve ( formerly Martin Dawes Solutions)

Technology provider Technology solution supplier

Red Embedded Technology provider Technology solution supplier

TPP – SystemOne Technology provider Technology solution supplier

National GSF Centre (Gold Standards Framework)

Community Interest Company

Partner

Date: 19/06/2014

Contents

1. Introduction ............................................................................................................. 3

1.1. Background knowledge and local problem .......................................................... 4

1.2. Intended improvement: aims and underlying theory of change ............................ 5

1.3. Expected learning .............................................................................................. 13

2. Methods ................................................................................................................ 13

2.1. Context .............................................................................................................. 14

2.2 Intervention ............................................................................................................ 17

2.3. Measurement plan ............................................................................................. 20

2.4 Evaluation plan ...................................................................................................... 22

3. Communication and engagement plan .................................................................. 22

4. Sustainability strategy ........................................................................................... 24

5. Spread and engagement strategy ......................................................................... 26

6. High-level timetable .............................................................................................. 27

7. Learning and development plan ............................................................................ 28

8. Key learning from set up phase............................................................................. 31

9. Early Findings........................................................................................................... 33

10. Engagement ......................................................................................................... 33

Appendix 1 – Evaluation ..................................................................................................... 43

Appendix 2 Fig 4 Medicines domains of quality ............................................................... 11

Appendix 3 Table 1: NICE Standards for EoL care ......................................................... 12

Appendix 3 EOL Pathway Vs Lean Tools ........................................................................ 14

1. Introduction

Since the original Shared Purpose bid gained approval from the Health Foundation, much thought

and consultation has been undertaken, to ensure that the proposal connects to the current local

health and social care economy wide Transform Programme End of Life project. This ensured that it

offered additional benefits rather than duplicating or complicating existing work streams.

The overall Shared Purpose bid objective of using technology was to help vulnerable patients at the

end of life to remain at home rather than being admitted to hospital. Following stakeholder

consultation, the original role of telemedicine will be less prominent and the project scope has now

been expanded to reflect a wider, whole system approach, which improves the alignment with the

Airedale NHS Foundation Trust hereafter (ANHSFT) Transform Programme.

There were a few reasons for this change. Firstly, there was a demonstrated need to clearly define

the cohort of patients who were considered to be approaching the last year of life. The development

of such an End of Life case load, shared across all health care settings, has had multiple benefits.

One of these is to provide a structured approach to recognising the patients who are most at need of

extra support so that telemedicine can be deployed to the greatest advantage.

The specific aims of the project were:

To develop an electronic caseload of patients who are thought to be entering the last

year of their lives and whose GPs are part of the Airedale, Wharfedale and Craven

CCG, Bradford District CCG and Bradford City CCG

To hold key information in the End Of Life (EOL) caseload regarding the patient’s

condition, their carer’s and their wishes (including their preferred place of death if

appropriate to discuss this)

To improve the experience of patients in the last year of life by improving coordination

of care across health care settings

To increase the number of patients who die in their usual place of residence (and so

reduce numbers of patients dying in an acute hospital bed) thus reducing hospital

admissions

To improve the experience for the families of patients in the last year of life by

providing support at the point of need

To reduce the number of days spent in an acute hospital bed for patients in the last

year of life

Specialist palliative care services across Bradford and Airedale have a well-established system of

communication and coordination, enhanced by the introduction of one single SystmOne unit, shared

by all specialist palliative care teams across each of the teams in the area. This allows each of the

teams to access patient information as and when required.

The established systems within the palliative care services work well, but only apply to patients under

the care of one of those teams. There are many patients in primary care that will be in their last year

of life, but are not under the care of a specialist palliative care service. Some of these will have been

identified by primary care teams and placed on a practice based EOL register (often referred to as a

Gold Standards Framework (GSF) register) but many will not have been identified as yet. If patients

are not identified as being in the last year of life, it is not possible to plan their care effectively and to

ascertain their wishes. This means that no information would have been available to out of hours

teams should the patient deteriorate. This illustrated the need to improve the co-ordination of care

between all of the teams who may have been involved in the care of palliative patients, not just

specialist palliative care teams.

One of? the aims was to provide a structured, consistent approach to recognising those patients that

needed extra support to ensure telemedicine could be deployed to its greatest advantage.

The setting up of a shared electronic register for patients in the last year of life is in itself was a

complex project. This was identified as the first workstream for the Shared Purpose project team.

The team established the baseline data of all acute medical admissions to the medical assessment

unit hereafter (MAU) between June and September 2011, who went on to die between that admission

and the following year. The data includes the mean number of bed days and hospital admissions; the

transfer of information between primary & secondary care and the number of patients who have their

preferred place of death recorded and whether this was achieved.

Aim of the audit:

To establish baseline data regarding:

The number of patients identified and documented as being in the last year of life

The mean number of bed days for patients in the last year of life

The mean number of hospital admissions for patients in the last year of life

The transfer of information between primary & secondary care when a patient has

been identified as being in the last year of life

The number of patients who have their preferred place of death hereafter (PPoD)

recorded and whether this is achieved.

Supporting staff to be confident and competent to start difficult conversations was the the second

workstream within the first year of our project and involved the Palliative Care Team working with

several corporate services including Human Resources and the Training & Education Department.

Thirdly, through the stakeholder workshops we have held, we now realise that once we had an

electronic register holding key patient information and wishes, with patients being appropriately

identified and consenting to become a part of the register, we could then begin to address

coordination of the care needs for this vulnerable group. This is the point at which we worked with the

Airedale Telemedicine Hub to develop a coordinating centre for all patients on the EoL register.

Initially this was to be offered to patients who had a GP in the Airedale, Wharfedale and Craven CCG

area but the was later to extended to include 2 of our neighbouring CCGs .

This change to the project scope resulted in a reduction of 10 telemedicine units from the original 40

that were planned to be deployed in the original bid. However the gain gave the team the opportunity

to offer co-ordinated, integrated support to the potential 1200 patients of Airedale, Wharfedale and

Craven CCG that could be on the EoL register, which was a key pillar of the health and social care

economies transform ambition for End of Life care.

1.1. Background knowledge and local problem

Since the publication of the National End of Life strategy in 2008 there has been growing recognition

of the need to improve the care of people approaching the end of life. People are ‘approaching the

end of life’ when they are likely to die within the next 12 months. This includes people whose death is

imminent (expected within a few hours or days) and those with:

Advanced, progressive, incurable conditions

General frailty and coexisting conditions that mean they are expected to die within 12

months

Existing conditions if they are at risk of dying from a sudden acute crisis in their condition

Life-threatening acute conditions caused by sudden catastrophic events.

It also covers support for the families and carers of people in these groups.

Most deaths (58%) occur in NHS hospitals, with around 18% occurring at home, 17% in nursing and

residential care homes, 4% in hospices and 3% elsewhere.

Although people’s preferences and priorities may change as death approaches, these changes will be

linked on occasion to the concerns regarding the availability of services for their preferred place of

care. The main findings can be summarised as follows:

Most people would prefer to be cared for at home, as long as high quality care can be

assured and as long as they do not place too great a burden on their families and carers;

Some research has shown that some people (particularly older people) who live alone, wish

to live at home for as long as possible, although they wish to die elsewhere where they can

be certain not to be on their own;

Some people on the other hand would not wish to be cared for at home, because they do

not want family members to have to care for them. Many of these people would prefer to be

cared for in a hospice

Most, but not all, people would prefer not to die in a hospital – although this is in fact where

most people do die.

A table of benchmark ratings for the PCT Clusters across 11 key questions was created with the top

20% shown as green and the lowest 20% shown as red. The 11 key questions are shown in figure 1

Fig.1 The diagram below (fig. 2) shows the findings for the Yorkshire & the Humber

Fig.2

Bradford and Airedale PCT did not achieve a Top 20% ranking for any of the questions and were in

the bottom 20% for A7, A9, A10:

A7. Patient was involved in decisions about care as much as wanted in last 3 months of life A9. Respondent considered patient died in the right place A10. Support for carers while patient at home – ‘as much as wanted’

1.2. Intended improvement: aims and underlying theory of change

The National End of Life Programme (http://www.endoflifecareforadults.nhs.uk) was established to

work with health and social care services to deliver the national end of life strategy. A number of

published reports have identified key priorities and a national end of life (Hereafter EOL) pathway has

been developed. The scope of the EoL strategy is very ambitious and ranges from:

working on a cultural shift in society to accept that death is a normal part of life

to identifying patients who are thought to be entering the last year of life

to care for that patients’ family around the time of, and after, the death

ANHSFT recognised the importance of providing excellent and well-coordinated EoL care and

working on a local solution to the national EoL strategy by establishing this as 1 of 5 priorities in the

Transforming Community Services programme (now part of the health and social care economy

Transformation and Integration Programme). At the end of 2011 an EoL strategy group for ANHSFT

was initiated. This group consists of members from across the whole health and social care economy

and has written a local EoL pathway with key areas of work identified.

In 2011, the National Institute for Clinical Excellence produced an End of Life care quality standard1

setting out how a high quality end of life care service should be organised. This is summarised in

Appendix 3

The first national VOICES (Views Of Informal Carers for the Evaluation of Services) survey of

bereaved people: key findings report (2012) was commissioned by the Department of Health in line

with a commitment made in the End of Life Care Strategy (2008).

Specific aims:

To develop an electronic caseload of patients who live in AWC CCG or AWC and the 2

Bradford CCGs who are thought to be entering the last year of their lives

To hold key information in the EOL caseload regarding the patient’s condition, their carers

and their wishes (including their preferred place of death if appropriate to discuss this)

To improve the experience of patients in the last year of life by improving coordination of care

across health care settings

To increase the number of patients who die in their usual place of residence (and so reduce

numbers of patients dying in an acute hospital bed)

To improve the experience of families of patients in the last year of life by providing support at

the point of need

To reduce the number of days spent in an acute hospital bed for patients in the last year of

life

In June 2012 an audit of Airedale General Hospital Emergency Department (ED) Attendances from

Nursing and Residential Homes took place. The aim of this audit was to look specifically at the

reasons behind ED attendance in the nursing and residential home population and to identify patients

who could have benefitted from end of life care planning.

The findings of the audit were that all patients who attended the ED from Nursing and Residential

arrived by ambulance. There are a number of patients who could receive safe assessment and basic

wound care in the community either by nurse practitioners or even first responders leaving only

people who are in pain, bleeding profusely or who require sutures being transferred to the ED.

There are missed opportunities for end of life care planning because staff from Nursing and

Residential Homes felt compelled to call 999 rather than speak to a GP first or request a home visit for

the patient.

20 out of the 36 cases were patients who presented to the ED out of hours of which only 3 of these

had been seen first by the GP in the community.

In one month’s worth of data there were 2 patients who had advanced end stage disease who were

brought into the ED in extremis. In an ideal world both of these patients should have had an end of life

care plan with the option of dying at home with dignity.

Before the Shared Purpose Programme example Below is an example of ‘A Day in the Life’ for an End of Life patient. This reflects what can sometimes

happen due to the lack of a joined up service.

1 National Institute for Health and Clinical Excellence MidCity Place, 71 High Holborn, London, WC1V 6NA;

http://www.nice.org.uk/nicemedia/live/13845/60321/60321.pdf

Future state of Shared Purpose Programme example

Below is an example of ‘A Day in the Life’ for an End of Life patient. This reflects what could happen as a

result of the Shared Purpose Programme.

Post implementation case study with an I-Pad Here follows a brief case study from one of the GoldLine Telehub Nurses

Mr X was provided with an I-pad to enable a video link into the telemedicine hub to provide support

both clinically and psychologically for himself and as importantly for his wife and daughter with whom

he lived – they provided the majority of his care.

His I-pad was installed and in use from 15th May 2014 until June 18

th 2014 of this month when he

sadly passed away. He experienced the service for 5 weeks in total.

The family used the service approximately 20 times in total throughout the 5 week period. Initially

using it just when extra support was needed, increasing to them calling through twice daily in the final

week of his life.

Throughout my interactions with the family not only did I feel it provided them with practical solutions,

but also the fact they had someone to talk too about what kind of a day they were having and share

their feelings also seemed to help enormously.

My final conversation with the family was the morning when Mr X had sadly passed away. They had

been having difficulty getting through to the Gp surgery to request a visit for verification. Tearfully,

they called via the I-Pad explaining their situation, with their final words being; “We called you

because we knew that you always know what to do to help us – we knew you would help”

Our theory of change used the Model for Improvement2 as the framework to guide the improvement

work, see figure 5.

Through this frame work each small change went through a small model of improvement cycle (Plan,

Do, Study, Act – PDSA) allowing for development, adjustment, refinement and change to happen. It

was a cumulative impact of these changes as they came together that helped deliver each individual

project. All the changes made within each project was then combine to achieve the overall aim of the

Brining Healthcare Home programme (fig. 5)

Fig 5 Langley GL, Nolan KM, Nolan TW, Norman CL, Provost LP. The Improvement Guide: A

Practical Approach to Enhancing Organizational Performance (2nd edition). San Francisco: Jossey-

Bass Publishers; 2009.

The team anticipated that the patient experience would be improved by bringing care to the patient in

their own environment, simplifying care pathways (with fewer steps to get from A to B), and reducing

their need to travel to hospital.

The team also expected the project to deliver whole-system cost savings as a result of reductions in

time needed for caring tasks, avoidable admissions and inpatient care.

Whilst the current 3 Workstreams are within the implementation stage work continues to ensure

successful implementation and sustainability.

Change is a fundamental component of continuous quality improvement. Any improvement

methodology involves introducing change and measuring its impact. Implementation of improvement

Bringing Healthcare Home

Projects

Changes

projects and sustaining the resulting change can be a difficult process. It has been stated all too often

that quality improvement projects fail on a regular basis.

The key to implementing change and continuous improvement is the effective exchange of

information between people and process, a combination of business and human dimensions towards

a shared objective has proved to be successful within this project, to ensure sustainable

implementation.

Implementation Challenges & Mitigation Plans

The ANHSFT EoL strategy group considered the EoL pathway, the NICE quality statements and was

informed by a stakeholder event held in August where a world café type exercise was carried out

using Lean tools with the plan section within the PDSA cycle.

An in depth report written by the NHS Bradford and Airedale Managed Clinical Network for palliative

care was also taken into account prior the event.

Attendees were asked.

Identify a quality standard for the end of life adults.

Statement 1 People approaching the end of life are identified in a timely way

Discuss the quality standard for the end of life adults

Statement 2

People approaching the end of life and their families and carers are communicated with, and

offered information, in an accessible and sensitive way in response to their needs and

preferences.

Implementation Challenges & Mitigation Plans

Risk Likelihood Impact How will this be mitigated and/or managed?

H M L H M L

Lack of adoption by the operational

team

X X Engagement

Key workstreams led by

champions (e.g. matrons)

Technology providers cease to

trade

X X Business continuity plans

Credit check

Lack of adoption by patients X X Education

Public Relations

Use cases

Cost exceed income and benefits X X Manage cost budget

Measure benefits realised

Tariff does not change to reflect the

change in service

X X Lobbying with department for

health

Publishing success stories

Patient clinical governance issue X X Governance arrangements in

place

Lack of adoption for EPaCCS X X Engagement

Education

Public Relations

Use cases

Failure of CCGs to commission/No

extra funding for Telemed Hub

X X Evidence base being

established

Alternative sources of

investment being pursued

Below is a programme logic model depicting a high level summery of what was expected.

Outputs Outcomes

Context Input Activities Participation Short Medium Long

Priorities

Vision

Intended

Outcomes

What we invest

Staff

Time

Money

Technology

Equipment

Etc.

What we do

Enable

coordinated

care for

EoL

patients

across local

health

economy

What we need

Patient

Clinical Teams

GP’s

Support

Services

Managers

Commissioners

Change In

Knowledge

Skills

Attitudes

Motivation

Change In

Behaviours

Practice

Policies

Procedures

Change In

Pathways

Assumptions External Factors Following the event the 3 works stream were born.

Workstream 1: Developing the EOL caseload (Electronic Palliative Care Coordination System) Palliative care services across Bradford and Airedale had a well-established system of communication

and interoperability, recently enhanced by the introduction of one single SystmOne unit, shared by all

palliative care teams across each of the trusts in the area. This allows each of the teams to access

patient information as and when required.

The established systems within the palliative care services work well, but only apply to patients under

the care of one of those teams. There are many patients thought to be in their last year of life who are

not under the care of a palliative service. The End of Life Care Strategy (2008) identified the need to

improve co-ordination of care between all teams, which may be involved in the care of palliative

patients, and not just specific palliative care teams.

This then led to the idea of establishing an Electronic Palliative Care Coordination Systems hereafter

(EPaCCS) as a mechanism for enabling coordination. The development of such an End of Life

hereafter (EoL) caseload shared across all health services and, with a vision of expanding to the

social care settings would ensure multiple benefits.

It is known that approx. 1% of the population die each year. It is not known accurately how many of

this 1% dies suddenly without a recognisable EOL phase. However, it is thought to be in the region of

0.75% of the population as a minimum. So the aim was to have around this number of patient

identified on our EPaCCs.

The table below show these figures in context of the surrounding CCGs

CCG Population 1% 0.75%

AWC CCG 156,000 1560 1170

Bradford District CCG 330,000 3300 2475

Bradford City CCG 118,500 1185 889

TOTAL 604,500 6,045 4,533

In the interim the aim was to have at least 0.2% AWC patients on the case load within the first 12

months; this will be measured on a monthly basis within the telehub and reported to the steering

group.

Workstream 2: Difficult Conversations Training Research and local experience tell us that health care professionals need training and support to

enable them to start conversations around death and dying with patients. There are many reasons for

this. If patients and their families are to benefit from the support offered and to enable them to plan

and express their wishes, the very first step on the EOL pathway is a sensitive conversation. The

benefit of identifying patients and placing them on an EOL caseload is only fully realised when the

patient themself is aware of the serious and complex nature of their condition. Clearly the quality of

this conversation is vital and should mark the beginning of the process for advance care planning,

supporting the patient and their family through the difficult time ahead and helping them to think about

their wishes.

Many senior health care professionals working in the cancer arena have received advanced

communication skills training. However, the majority of more junior ward based nurses had not had

this opportunity. There were a variety of ways that this could have been provided, these were all been

considered by the Shared purpose project team and the EOL workstream and the following plan was

made.

Aim to provide basic training for 150 HCP in the first 12 months.

To include staff employed by ANHSFT based in the community and the hospital

Workstream 3: Developing on EOL coordination of care hub Whilst there are many services available in our locality to support patients facing the end of life, the

services were not working together in the most efficient joined up way. Patients and families

frequently had to have several phone numbers to use to call a variety of different services out of

hours. Many of these services did not have ready access to the patient’s end of life wishes, even if

these had been recorded. Inevitably there were delays between a patient calling for help and a health

care professional being available with advice.

Rather than the traditional uncoordinated, fragmented route, an alternative solution for patients and

carers was to contact the EOL Hub which would act as a single point of access with a senior nurse

taking calls 24/7. This would offer immediate advice and support and act as the gateway to various

services that were available to support patients at home. We anticipated this to be the point at which

hospital admissions would be avoided.

The spread phase locally looked at using the same framework to support patients with Long Term

Conditions and their carer’s with a view to widening the geographical net for the End of Life patients.

Whilst the team thought they knew what needed to happen, they also needed the actual design of the

service to be designed by the patient and carers.

An event was held

Patient, carers and the team generated ideas of how it would work and the name of the GoldLine was

born.

By using patient and carer’s experiences this has evidenced that previous systems required

improvement.

Bereavement relative’s survey has also evidenced areas within the service for improvement; this has

also confirmed the 3 Workstreams are relevant for future proofing a good service for patients, carer’s

and their families. All patients who are registered with the EOL caseload will receive the GoldLine

information.

1.3. Expected learning Patient/Carer Experience across MDT/ Organisational pathways

Engagement, relationship building and partnership development with stakeholders

Linking Clinical Teams and Corporate teams to deliver projects

2. Methods This project provides innovative support to patients, allowing them to get on with their daily lives and

access consultant-led healthcare at a time to suit them, which avoids unnecessary hospital

admissions.

Participating patients would still need to visit the hospital at some point. However, the telemedicine

pathway is expected to reduce the number of hospital visits by 50%.

The scheme provides a direct telephone line known as the GoldLine for all EOL patients and video

links for 30 patients with 24-hour access to specialist clinical and care teams. Patients and families

will receive the scheduled and urgent support they need to remain safely at home, as well as medical

advice and support. Where a patient needs physical intervention, the system is linked up to

community-based teams, who can provide fully integrated care.

If a patient does need to be admitted to hospital, the scheme will facilitate early supported discharge

with a particular focus on family-centred care, boosting partnership working with families, carers and

the patient.

Initially, the service will be offered to selected patients on the End of Life Register.

The project will be evaluated through a series of key performance indicators please refer to the

Appendix A Evaluation Plan from York Health Economics Consortium Ltd

2.1. Context Understanding the commissioning structures that ANHSFT works within has been relevant to the

planning and the delivery of EOL services and thus of direct importance to this project.

Airedale hospital is located within West Yorkshire but is very close to the borders of both North

Yorkshire (Craven district) and East Lancashire (Pendle locality). The main commissioners of hospital

services to date are as follows:

PCT Cluster % of hospital workload

NHS Airedale, Bradford, Leeds PCT Cluster 60%

NHS North Yorks and York PCT Cluster 30%

NHS East Lancs PCT Cluster 10%

Airedale NHSFT catchment area.

In terms of EOL care services for Airedale hospital, most of the planning and service development to

date had been done in partnership with the then Bradford and Airedale PCT ( the precursor to NHS

Airedale/Bradford/ Leeds PCT Cluster), via the Managed Clinical Network for Palliative Care.

Working relationships in EOL care with Craven were less well-established and even less so for East

Lancs.

With the abolishment of PCTs and establishment of Clinical Commissioning Groups (CCGs), the

commissioning arrangement for ANHSFT from April 2013 was significantly different as follows:

NHS Airedale/Bradford/Leeds PCT cluster has split into a number of shadow CCGs including for the

Bradford and Airedale patch:

Airedale, Wharfedale and Craven (AWC) CCG: as well as having responsibility for Airedale

and Wharfedale populations, this CCG will also took over responsibility for Craven, which

previously fell within the NHS North Yorks and York PCT Cluster boundary

Bradford District CCG

Bradford City CCG

NHS North Yorks and York PCT Cluster have split into 4 shadow CCGs with the Craven district

combining with Airedale and Wharfedale (as above) into a cross boundary CCG configuration.

NHS East Lancs. CCG Cluster became a single CCG with 5 localities, of which Pendle is the main

one of relevance to ANHSFT

The situation is even more complex in that the Local Authority boundaries are not coterminous with

the CCGs. Bradford Metropolitan District Council, North Yorkshire County Council and Craven District

Council serve the population of the AWC CCG. Patients from East Lancs are served by both Pendle

Borough Council and Lancashire County Council. All five councils operate individual Health

Overview and Scrutiny Committees.

Planning effective EOL care within the new structures, therefore, the programme stakeholders had to

take into account the following:

The new AWC CCG serves the majority of the hospital catchment but some patients will still

come from the neighbouring Bradford District and East Lancs. CCGs

ANHSFT employs all community nursing and other community staff serving the entire

Craven district. However community provision for the Airedale district is fragmented,

following the PCT’s decision to transfer the majority of their community services to Bradford

District Care Trust (including the Hospice@Home team), with the remainder spread between

ANHSFT, Bradford Hospitals NHS FT and a number of GP practices. Airedale received the

Airedale Community Collaborative team in the transfer.

There is a historical precedent of planning EOL services in Airedale and Bradford jointly via

the Managed Clinical Network; this can fairly easily extend to include Craven but East Lancs

remains completely separate. There are advantages to continue to plan services with

Bradford due to the strength of relationships in place and the relatively small numbers of

health care professionals working in EOL to improve services.

IT systems A key feature of this project has been about coordination of care and the use of shared IT systems

has been a crucial part. Complexities around different organisations using differing IT systems that do

not demonstrate interoperability also added to the challenges of providing seamless care across

organisational boundaries.

In November 2012 ANHSFT implemented a new SystmOne patient administration system. This

implementation, delivered in partnership with technical partners TPP and Accenture, was an important

step in delivering the Trust’s ambition to improve the patient experience. Through this development –

one of the first in the country - we are able to enhance integrated care for the local population as we

now have the basis of an electronic shared record with primary care. This has been a very exciting

development and has played as a key enabler to support the ambition for seamless end to end care

for our patients. The potential benefits of sharing information for EOL patients have been significant

within our project.

EOL service providers have designed and started to implement an EOL template held within the

SystmOne patient record; this template holds key information about patients’ needs and preferences

for their care. Access to this template information is crucial for decision making and is available to all

staff at the point the patient makes contact.

Work still continues with the ambulance services, out of hour’s providers and social care to enable

appropriate access to EOL information. However, if the EOL Hub provides 24/7 access, these teams

can access this information via the Hub if not directly on their own systems. This still requires patients

to inform these services if they are on the EOL register, which has proven to be successful to date.

NHS 111 The national initiative to implement a new phone number for urgent medical help and advice in non-

life threatening situations was implemented. This system is currently linked to a local ‘directory of

services’ suggesting that patients can be signposted to appropriate local services. The effectiveness

of this has been initially successful, but there have been instances where vulnerable patients at the

end of life have not been able to offer the appropriate support and admission avoidance that we were

aiming for. Following consultation with 111 it was agreed that the GoldLine would provide support for

these patients and support for 111 staff to be able to redirect any EOL patients from our geographical

area to the hub. The relationship between ANHSFT and 111 has proven to be successful with

constant communication’s to ensure a sustainable process.

Integrated Care Teams Another significant initiative being implemented which has had a bearing on the success of our

projects is the piloting of integrated care teams in the Airedale locality. New integrated care teams

have been formed and new ways of working have been introduced, 7 day working being one of them

and there is now palliative care nurses working from the Telehub on a weekend offering help and

advice to both patients and staff.

The Gold Standards Framework (GSF) The Gold Standards Framework (GSF) has a systematic evidence based approach to optimising the

care for patients nearing the end of life delivered by generalist providers that are concerned with

helping people to live well until the end of life and includes care in the final years of life for people with

any end stage illness in any setting.

GSF improves the quality, coordination and organisation of care in primary care, care homes and

acute hospitals. This enables more patients to receive the type of care they want, in their preferred

place, with greater cost efficiency through reduced hospitalisation.

The objectives of the GSF fits entirely with the health and social care economy’s objective of

improving EOL care for the local population. The GSF central team has developed programmes

designed specifically to improve EOL care in whatever setting the patient is in.

The GSF for primary care has been established within primary care in the Airedale area for several

years. Each general practice has, to some extent, an involvement with the GSF programme.

However, the quality of the GSF programme is extremely variable between GP practices and on-going

work to support practices to develop their GSF programmes have been needed to progress over the

duration of the Shared Purpose project. The plan to introduce the EOL register, provide

communication skills training and set up the Telemedicine Hub as a coordinating centre complements

completely the aims of the GSF project. The GSF for Acute Hospitals (GSFAH) Airedale NHSFT has been running a pilot project on 2 wards in the hospital, identifying, assessing

and starting to plan care for EOL patients. Plans were place to provide facilitation to roll out this pilot

across the whole hospital during 2013. Again this tied in perfectly with the aims of the Shared

Purpose project.

The use of the GOLD theme had several advantages. It conveys the appropriate message to patients

that, because of the complex nature of their needs, they require a GOLD standard of care. Because of

the spread of the GSF across all care settings, health care professionals also understand what this

term means. Hence the reason why the project team chose to call the Telemedicine Hub EOL

coordinating centre the GoldLine Telehub and the single point of access line the GoldLine.

2.2 Intervention Workstream 1: Developing the EOL caseload (Electronic Palliative Care Coordination System) This first workstream ran simultaneously with the other two work streams to deliver a seamless

service. The development of the EOL caseload brought together the internal and external IT services

with ANHSFT Palliative Care Team and GP’s to develop the solution. This allowed more people to die

in the place of their choosing with an aim to potentially reduce emergency hospital admissions and

reducing length of stay, increase patient experience and allow patients to be cared for in their

preferred place.

There were several key elements to this:

a. Developing a software solution to hold the caseload. This had a working group. Key

members were IT providers at NHS Bradford and Airedale, ANHSFT, Dr Andrew Daley

(Consultant in Palliative Medicine who has worked on the EOL template to date), Dr Ian

Fenwick (Clinical Lead for EOL care representing AWC and 2 Bradford CCGs), project

manager and clinical lead for Shared Purpose project. Following the initial meeting there

was a consensus achieved that this was desirable and achievable.

b. Joining up all the individual EOL caseloads which were held by individual organisations into

a single EPaCCs (GP practices, district nursing teams and the acute hospitals). Once the

electronic caseload software was in place, the adding of identified patients onto the case

load began. Patients were identified by those who required adding onto the Gold Standards

Frame Work and had been given the Goldline information and sticker. An electronic referral

was required where possible to add patients to the caseload.

c. Identifying patients to go on the EPaCCs. There are 3 groups of patients who were

considered here:

All patients already referred to specialist palliative care services automatically qualified

as needing to go on the EPaCCS. It was thought that this would be relatively

straightforward but would need dedicated admin time

All patients currently on either a primary care/acute hospital teams GSF register but not

known to specialist palliative care. This required GP practices/acute hospitals to share

this information to the EOL hub so that their patients could be entered onto EPaCCS. It

was made possible to develop an automatic entry created directly from the GP electronic

record.

Patients who are not yet identified as being in the last year of life by any health care

professional but who should be. Educational activity and support to generalist teams by

EOL facilitators started to reduce the numbers of patients not on registers who should

have been.

Registering patients onto EPaCCs This is being completed by the person identifying the patient at the time that happens, referrals are

currently being accepted by a dedicated administrator.

Agreeing with all register holders to share information via the register.

o Work was planned by way of a communications plan and attendance to the LMC to

get all primary care teams on board with the advantages to patients of being on the

EPaCCs, and to allow their information to be shared. The parallel worksite to develop

the EOL coordination Hub, accessible only to patient who are on the EPaCCS helped

this. There were existing structures in place to engage with primary care teams and

these are currently being utilised to develop this.

Using the current EOL template that exists on SystmOne as the way to record key EOL

information. The EOL template held key EOL information and was starting to be used more

widely; existing mechanisms were used to continue to promote the use of the template.

Health care professionals can see that this information is available to, and used by, the EOL

Hub to help good decision making out of hours we envisaged they would be more motivated

to populate the template with the appropriate information.

Ensuring that appropriate regard is made to information governance issues especially

around sharing of patient information and obtaining patient consent to share. These are

complex issues and will be addressed by the EPaCCs working group, learning from other

teams that have addressed and resolved these issues. The idea of primary care teams

sharing confidential information to other health care providers was initially very foreign and

apparently unacceptable to GPs, however this is a rapidly changing situation and other

related initiatives are starting to challenge this view.

Training There is only a small number of staff assigned to work directly on the new caseload and therefore the

training requirements were minimal. Staff assigned to work on the unit received the most appropriate

form of training from the Palliative Care Consultants .

Work stream 1 the end of life caseload 12/2013 Following the initial plan of this workstream and in line with the gold line it was decided that the group

no longer needed a separate EOL caseload as the staff within the telehub would be putting all of the

GSF patients onto their case load which would be a duplication. This has reduced some of the initial

costs budgeted for this work which was supported by the CSU. (Please see budget plan). The same

vision and work still applies.

As the technology and information governance structures were being put in place to build a shared

electronic register, work began on providing training to support and enable staff as they started to

identify suitable patients and begin to have sensitive discussions regarding their prognosis and future

wishes. Patients were asked to consent to have their information added to the shared database (EOL

register) so health care professionals needed to feel able to have these conversations confidently and

sensitively

If we were to enable more patients to die in their preferred place (usually home or nursing/residential

care home) we needed to be aware of what that preferred place was. If this was recorded, we could

start to compare their wishes against what actually happens and then measure post improvements.

Workstream 2: Difficult Conversations Training The SAGE & THYME

® foundation level workshop teaches up to 30 people in 3 hours, the skills

required to provide psychological support to people who are concerned or distressed.

The SAGE & THYME training was developed by members of staff at University Hospital of South

Manchester NHS Foundation Trust (UHSM) and a patient in 2006. Its aim is to teach the core skills of

dealing with people in distress. It was originally developed to meet the level 1 skills requirement

described in the 2004 NICE guidance on ‘Improving Supportive and Palliative Care for Adults with

Cancer’.

The level 1 guidance states that all health and social care staff should be able to:

recognise psychological distress

avoid causing psychological harm

communicate honestly and compassionately

know when they have reached the boundary of their competence.

The SAGE and THYME workshop reminds staff how to listen and how to respond in a way which

empowers the patient. It discourages staff from ‘fixing’ and demonstrates how to work with the

patient’s own ideas first.

The workshop is taught to any member of staff (e.g. healthcare assistants, nurses, allied health

professionals, doctors, and administrators) in contact with distressed people (not just patients) and in

any setting (e.g. hospital, patient’s home, nursing home, hospice, social care).

The workshop is evidence based and has been shown to significantly increase confidence and

perceived competence in talking to people about their emotional troubles. Research funded by a

TRUSTECH Pathfinder Development Fund award has tested whether the training increases the

knowledge and skills of those taught and whether the SAGE & THYME model is used after the

training. The findings were very positive and the results have been submitted for publication.

A full description of the model can be found in the following paper: Connolly M, Perryman J, McKenna

Y, Orford J, Thomson L, Shuttleworth J, Cocksedge S. (2010). SAGE & THYME: A model for training

health and social care professionals in patient-focussed support. Patient Education and Counselling;

79: 87-93.

SAGE & THYME foundation level workshop will trained - up to 30 delegates (including the 11 people

who attended following SATFAC course)

Posters were placed on corridors, ward areas and various other departments. Communication plans

were also put in place to ensure all community areas were covered as well as opening up to Sue

Ryder, social services and volunteers sector. Backfill for staff was provided, communication through

staff brief to advertise training and GSF facilitator advertised on ward areas, Stall set up to promote

Sage and Thyme. Evaluation following each session was collected and post course evaluations

collected every 2 months after the initial session.

SATFAC attendees as part of the agreement signed up to completing 3 sessions per year each, 1

session per month will be delivered and 150 HCP was the initial aim to be trained in the first 12

months.

Workstream 3: Developing on EOL coordination of care hub The aim was for the hub to hold EPaCCs, giving the senior nurse instant access to the recorded EOL

wishes of any patients who called.

Subgroups of patients on the EOL caseload were to be offered telemedicine units.

Key staff looking after EOL patients in the community is the district nursing teams. We provided these

teams with access to mobile telemedicine units so they could connect to the Hub directly with any

concerns about EOL patients.

The Aims for the hub were:

All patients on the EPaCCs will be given a telephone number to the GoldLine.

Patients will be encouraged to use this number to access ALL health care needs out of

usual office hours (the Hub will replace the initial call to GP OOH services, DN out of hours

services with the aim to cut down on use of 999 and 111 calls)

Other services, such as the ambulance service and other health care professionals in the

hospital and the community can also use the Hub as a centre for advice and access to other

services

OOH district nursing teams will have mobile telemedicine unit to access the Hub

Selected patients will have telemedicine units as well as the telephone line

The calls will be taken by nurses who will have had training in EOL care and will be

supported by a palliative care consultant on call at all times

The Hub will remain accessible to carers for a period of time after the death of the patient

(possibly for 4 months). The Hub will act as a coordination point for bereavement services

during the 4 months following the death of the patient

We anticipated that initially support from the Hub would be in the form of a 24 hour/7 day per week

telephone clinical advice service for all patients on the EoL register. However, a subgroup of the most

needy and vulnerable patients would then be identified and additional support via telemedicine

consultation would be offered to these patients up to 30 units.

This use of the Telemedicine Hub represents the third workstream of the first year within the project

and aimed to see the corporate service of Human Resources, Training & Development,

Communications Team and IT service all working together with the Palliative Care Team and external

stakeholders.

Strategic monthly meetings took place with various members attending.

CCG for AWC

GP

Clinical Leads

Project Manager

Community Managers

Executive Lead

Sue Ryder

Patients

Carers

Patient Experience Lead

Finance

Telehub Manager

Gold Standards Framework Facilitator

Service Improvement Manager

A communications plan and action plan was put in place with a launch date of 3rd

November 2013.

2.3. Measurement plan As each of the initial Workstreams evolved it was expected that they would identify measures as part

of the Lean Model for Improvement, this included identifying and collecting the baseline metrics.

Below are the initial considerations for measures for the 3 Workstreams and how they aligned to the

Institute of Medicine’s domains of quality.

Table 3: Bringing Healthcare Home Measurement Plan

Measure Data Source

Frequency &

Data

Reporting

Process

Baseline

Eff

ecti

ven

ess

Eff

icie

nc

y

Eq

uit

y

Pati

en

t C

en

tere

dn

ess

Safe

ty

Tim

elin

es

s

Workstream 1 Identify - EPaCCS

Number of patients

on the EPaCCS

Patient

Administration

System

Monthly

Number of patients

on the EPaCCs as

a % of the

population covered

by the EPaCCS

Patient

Administration

System

Monthly

Number of patients

on the EPaCCs

who have a

preferred place of

death recorded

Patient

Administration

System

Monthly

Number of patients

on the EPaCCs

who die in hospital,

home (including

care home) and

hospice by CCG

Patient

Administration

System

Quarterly

Number of patients

on the EPaCCS

who die in their

preferred place

Patient

Administration

System

Evaluation

report

Number of patients

on the EPaCCS

who die within 12

months

Patient

Administration

System

Evaluation

Report

Workstream 2: Difficult Conversations Training

Measure Data Source

Frequency &

Data

Reporting

Process

Baseline

Eff

ecti

ven

ess

Eff

icie

nc

y

Eq

uit

y

Pati

en

t C

en

tere

dn

ess

Safe

ty

Tim

elin

es

s

Number of

attendees

Attendance

register Monthly 0%

Attendees

feedback

Evaluation

Form Monthly 0

% of attendance Register Monthly 0

Post Course

Evaluation

Evaluation

Form Monthly 0

Workstream3: GoldLine

Measure Data Source

Frequency &

Data

Reporting

Process

Baseline

Eff

ecti

ven

ess

Eff

icie

nc

y

Eq

uit

y

Pati

en

t C

en

tere

dn

ess

Safe

ty

Tim

elin

es

s

Number of patients

on the GL caseload

who have been

given the dedicated

telephone line

number

Patient

Administration

System

Monthly

Number of calls to

the hub from EOL

patients

Patient

Administration

System

Monthly

Outcome of the call

to the hub

Patient

Administration

System

Monthly

2.4 Evaluation plan Please refer to the Appendix A Evaluation Plan from York Health Economics Consortium Ltd for full

plan.

Baseline data of details of the costs of the hospital resource used by patients included in the Last

Year of Life Audit have now been collected. The patient data was gathered from the hospital patient

administration system and was collated and analysed to show the costs of admissions for each

patient during their last year of life. This data will be used as part of the interim and final evaluations of

the project which is funded by the Health Foundation. It is planned to carry out an interim evaluation in

autumn 2014. This will involve comparing this baseline data with data gathered on a further cohort of

end of life patients who died between May and July 2014. The comparator cohort will include people

who experienced the interventions implemented through the Shared Purpose project:

Implementation of the Goldline system;

Enhanced training for staff in discussing end of life issues with patients and carers;

More comprehensive coverage of the end of life register.

These interventions were put into place in November 2013. The interim audit will involve people for

whom only part of their final year of life was spent with the new system in place. The final evaluation

will be carried out during 2015 and will involve a further cohort of end of life patients who will have

spent their full final year of life with the new system in place.

Work is on-going and YHEC is currently discussing the availability of data on primary and community

care resource use to supplement the secondary care data. If this data can be gathered from the local

Data Services for Commissioners Regional Office (DSCRO) administered through the Commissioning

Support Unit.

3. Communication and engagement plan

Stakeholder Engagement

Stakeholder group

Involvement Advantages for this group

Anticipated challenges for this group

Patients Involved in pilots and

operational delivery (nursing

homes, long term

conditions)

Representatives involved in

project management and

co-creation

Improvements to patient

experience

Significant benefits to patients

not being admitted

End of life care plans realised

Personalised care

Cultural change to

traditional pathways

Carers Involved in pilots and

operational delivery (nursing

homes, long term

conditions)

Access to clinical advice and

support when they need it

Cultural change to

traditional pathways

Representatives involved in

project management and

co-creation

FT governors Briefed on developments

and attended

demonstrations

Governor rep on Project

Board

Gain assurance re new service

deliver

To retain oversight role

and not get involved in

detail

Local

Authority/Social

Care

Briefed on developments

and attended

demonstrations

Will be interested in

exploring potential for care

home residents

Opportunity to integrate health

and social care for vulnerable

people

Opportunity to make better use

of resources

Barriers to pooling

budgets

Pressure to slash and

burn

Stakeholder

group

Involvement with the

proposal to date & in the

future

Advantages for this group Anticipated challenges for

this group

Stakeholder group

Involvement Advantages for this group

Anticipated challenges for this group

PCT / CCGs /

GP practices

Briefed on developments

and attended

demonstrations

Some have commissioned

Telehealth services

Will want to be involved in

project development and

monitor results and

outcomes

Opportunity to review impact on

high priority patient group

Scepticism from some

GPs who have had

previous poor experience

of poor telemonitoring

deployments

Fear of change

Voluntary sector Briefed on developments

and attended

demonstrations

Some are involved in

directly supporting this

group of patients eg

Macmillan, Sue Ryder

Will want to be involved in

shaping service

Opportunity to integrate and be

part of offer in integrated

approach

Capacity to get involved

Lack of financial resource

and short term funding

Community

Services

Briefed on developments

and attended

demonstrations

Some are involved in

directly supporting

Telehealth Hub by providing

nurse triage service

Will want to be involved in

shaping service

Opportunity to integrate and be

part of offer in integrated

approach

Fear of change

Internal

Workforce

Briefed on developments

and attended

demonstrations

Some are involved in

directly supporting

Telehealth Hub by providing

nurse triage service

Opportunity to integrate and be

part of offer in integrated

approach

Scepticism in some staff

groups

Fear of change

Will want to be involved in

shaping service

Technical

Partners

Already involved in

deployments

Opportunity to support at scale

deployment

Customer focus for

vulnerable elderly

Media Press Release Opportunity to share what we

are doing

Keeping it up to date

4. Sustainability strategy Moving from using the bid money to enable a ‘proof of concept’ to a sustainable model funded

through a commissioned service by CCG(s). We are completing the model below to ensure

sustainability.

Sustainability is the key to create a solid network of relationships with the stakeholders, whose

engagement has been fundamental, by implementing a Sustainability Model that allows managing the

complexity of the contexts in which Airedale operates and the challenges that Sustainability has to

afford.

Stakeholders representing a wide range of interests from patient through to commissioners, all of

which are important for the Sustainability of the project. Establishing and maintaining lasting

relationships is playing a critical part for the long-term Sustainability of the project. That is why the

Stakeholder Engagement is fundamental to understand needs and priorities of every figure involved in

the shared purpose bringing healthcare home project.

Sustainability Plan Component /Method

Action Steps

Timeline

Action (RAG)

Develop: Mission,

Vision,

Case for Support

Talk to staff and community members about

why this program is needed, who will benefit,

why Airedale is the best Trust to undertake

GoldLine and Sage and Thyme Training.

3 months Complete

Identify and talk to informal community

leaders who have common vision/mission.

3 Months Complete

Research and

identify potential

stakeholders

Talk to local Gp’s and CCG’s about how the

program can benefit their interests and

Patients.

1-Month Complete

membership

includes all

relevant

stakeholders

Communicate with

stakeholders

Introduce program to local media. Provide

tour of telemedicine hub to staff, patients,

GP’s, CCG’s and press, and news release.

3 Months

and launch

in

November

2013

Complete

Initiate relationship

with stakeholders

Schedule community/partner strategy group.

4 Month Complete

Select team of helpful community members,

and patients / carers to strategy group.

Formulate meeting agenda.

4 Month Complete

Continue to

cultivate

stakeholders

Hold events. Include shared vision exercise

to get input and expand vision to more

stakeholders.

2 month Complete

Create buy in

Summary of event highlighting groups that

participated

2 Month Complete

Make the ASK

Determine best strategic partnerships and

key community leaders to involve.

4 Month Complete

Determine appropriate level of collaborative

commitment to ask for.

5 Month Complete

Determine who should ask for partnership

involvement. Jointly develop strong “case” for

potential partner’s involvement. Being

specific about level of commitment

requested.

5 Month Complete

Continue to cultivate current partners and

new stakeholders through:

• Offering opportunities for continued

involvement in shaping the program through

regular meetings and dialogue.

• Sharing the credit.

• Celebrating small successes. • Making

sure program is mutually beneficial to all

partners.

8 Month

on-going

Complete

All of the above was repeated at year 2 and will be repeated at year 3

The project is also using The Sustainability Model as a diagnostic tool that is used to predict the

likelihood of sustainability for the project.

The structure of the Guide mirrors the ten factors identified within the NHS Sustainability Model. In

doing so, it creates a comprehensive package consisting of a diagnostic model and guidance for

sustainability. The tool will

Self-asses against a number of key criterion for sustaining change

Recognise and understand key barriers for sustainability, relating to their specific local context

Identify strengths in sustaining improvement

Plan for sustainability of improvement efforts

Monitor progress over time.

Preliminary evidence suggests a score of 55 (currently 94.5) or higher offers reason for optimism.

However factors which have the greatest potential for improvement is infrastructure which scored

lower in June 2014 due to current staffing levels which is currently being rectified.

5. Spread and engagement strategy Good patient and public engagement (PPE) makes it easier to create change and savings because

clinicians, managers and lay people have been working together for a commonly valued objective. By

talking to our patients, carers, community staff, internal staff and commissioners and listening to what

they told us about what could be improved, through events and having the correct membership on the

steering groups has been essential.

By continuing to make sure people understand what they have contributed, what has changed and

the benefits of through various communication channels has been a large aid to the spread and

engagement strategy.

By using the Engagement Cycle as illustrated above, which is a strategic tool that helped the team

understand who needs to do what, in order to engage communities, patients and the public at each

stage of commissioning. By working through the 5 stages this has evolved the engagement plan.

By the level of organisational structure results can be shared trust wide and beyond. This has led to

an interest from 2xBradford CCG’s.

6. High-level timetable Figure 1 outlines the environment in which the Bringing Healthcare Home project was built and

delivered. Figure 2 illustrates a high level timeline for each phase taking the project through to

completion in 2015

Corporate Strategy

Directing The ProgrammeDirecting The Programme

Start Up Embed SpreadImplementation

Managing Product

Delivery

Planning

Establish Project

Board

Raise awareness

Ensure all

stakeholder

involvement

Identify

appropriate

patients

Agree Technical

Setup

Monitor KPI’s

Identify and open

an additional local

hub

Identify next

patient group

Review KPI’s

Launch next

patient group

Share experience

and knowledge

with peers

Arrange

installation of

home kit

Go live with

technical

infrastructure at

Airedale General

Hospital

Go live with both

identified patient

groups

Fig 1

Fig 2

7. Learning and development plan

Knowledge Capture Event 23/06/2014 18/11/2014 17/02/2015 19/05/2015 18/08/2015 17/11/2015

Future dates have been set for specified knowledge capture time as previously this was collected on

an ad-hoc basis. This arrangement did not seem to work as it was felt that people did not speak

openly. Following the learning event 19th March 2014 it was decided to hold various knowledge

capture events throughout the year, for sharing best practices, accelerating progress, and discussing

successes, failures, and experiences.

Results from KC event held 23/06/2014 Following the KC sessions with the Heath foundation the group decided to hold some events within

the trust. Below in the diagram you can see the common themes which were captured in the session. The KC

was discussed up until the 1st part of implementation, further events have been arranged to capture

further implementation, funding and spread and embed.

The service Improvement team facilitated the event. Below demonstrates the journey of the project

and the coloured lines indicate the attendees journey of learning throughout each step.

Representations of the Workings behind the Shared Purpose Project are as follows:

The train track/route = EXEC SPONSOR & CCG’S,

The train driver = CLINICAL LEADS,

The mechanics/maintenance = PROJECT MANAGEMENT & SERVICE IMPROVEMENT,

The train/vehicle = TELEMEDICINE & HUB,

The carriage/passengers = COMMUNITY SERVICES, GP PRACTICES, SUE RYDER AND

MANORLANDS HOSPICE, PATIENTS AND CARERS, FINANCE.

With the train/track lines all leading to the same station, known as the right care which is the

patient/carer.

l

BID

PROJECT TEAM

SET UP

PLAN

IMPLEMENT

SUSTAIN

SPREAD &

EMBEDINITIAL TEAM

SET UP

Airport

Ferry

Shopping centre

Petrol station

Hospital

N

S

EW

N

S

EW

Skyscraper

Factory

Train station

Telemedicine

Project Management

Service Improvement

GP’s & Practices

CCG’s

Community Services

Exec Sponsor

Clinical Leads

Patient & Carer Panel

Finance

Patients & CarersSue Ryder & Manorlands Hospice

KEY TO LINES

Ann Wagner

Linda Wilson

Mel Bagot

Karen Dunwoodie

ALL/Rebecca Fyffe – Conversation Notes

Trudy Balderson

Lizzie Procter

Jane Walton

Michelle Mansour

HEALTH FOUNDATION, SHARED PURPOSE PROJECT – KNOWLEDGE CAPTURE EVENT HELD 23RD JUNE 2014

THE LIFE OF SHARED PURPOSE TUBE MAP, CREATED BY REBECCA FYFFE

N

S

EW

BID

STARTING

POINT

DIRECTION

RESEARCH

IDEAS

REFUELING

TRANSFORMATION

OVERCOMING

OBSTICLES

PRODUCTION

CONTROL

POINTS

TRAIN

STATIONS

PROJECT

ROUTE

RIVERSPREADING

COMMUNICATION

INITIAL BID

ROUTE

High-level time table below demonstrates the development plan pre and post implementation. Monthly

catch up call with Tavistock have now ceased and it was decided that the CCG joined the Shared

Purpose steering group on a monthly basis to enable feedback, knowledge capture and sharing best

practice

Learning and Development Plan Event Stakeholders Purpose Occurrence

Initial Launch Airedale NHS Foundation

Trust Staff:

HR

Finance

IT

Planning and Performance

Patient & Public

Engagement

Business Development

Clinical representatives

Introduction to Shared Purpose 28th May 2012

Workshop Core project Team Introduction to Shared Purpose 18th & 19

th of June

Introduction to

Share Purpose

– Our Journey

so far

Airedale NHS Foundation

Trust Staff

Community

PCT

Care Home

Introduction to Shared Purpose 24th July

Launch – Have

your say

Airedale NHS Foundation

Trust Staff

Community

PCT

Care Home

GP

Social Care

To officially launch the Shared

Purpose project and to look at what

elements should be part of the project

29th August

Summit Local Acute Trusts

Community

PCT

Care Home

GP

Social Care

PCT SDG Airedale, Wharfedale and

Craven CCG and Airedale

NSH Foundation Trust

16th Nov

Peer Review Sheffield,

Northumbria,

NETS,

Airedale

Oxford

To support and challenge teams and

organisations to develop their delivery

plan and meet the Health Foundation

requirements

19th Nov

Core Project

Team

Programme Manager

Clinical Lead

Weekly review of the programme Weekly

Catch Up Programme Manager

Clinical Lead

To have a ‘catch up’ with Tavistock Monthly

Extended

Project Team

End of Life Strategy Group Bi Monthly

AWC SSG SDG Airedale NHS Foundation

Trust

AWC CCG

Along with the AWC CCG having

representation at the End of Life

Strategy Group we have agreed a

more formal feedback session

6 monthly

8. Key learning from set up phase

The Health Foundation 06/05/2014 32/59

1. Implementation of 111has proved challenging for end of life patients being sent straight to hospital

as there was no provision being made for these patients. Work continues with 111, CCGs and GPs to

improve the experience for patients and their carers, our gold line development is in response to

patient feedback.

2. Implementation 111 update May 2014 whilst work has been continuing with 111 the project now has

a structured process for when EOL patients ring 111, patients from our geographical area are now

directed to the Gold Line. The hub staff also have a direct line to local care direct which enables

advice and an out of hours GP visit where necessary.

3. SystmOne Enhanced Data Sharing Model which allows patients to give consent for their detailed

care record to be shared with NHS organisations and teams, giving people control over who

contributes to and views their record. GPs have raised concerns as they now have to obtaining

consent from every patient which is “a huge piece of work for practices”, identifying which information

patients wished to withhold and which they were happy to share. This has had an adverse impact on

the project resulting in a resistance to accept the Electronic End of Life register. The assistance of

having a clinical lead for the project has been imperative, the clinical lead and the GP have been

visiting local GPs and with excellent communication which has resulted in attitudes starting to change.

4. The Liverpool care pathway

The government confirmed the controversial Liverpool Care Pathway was to be withdrawn following a

national review. There was an initial feeling that is this could spark mistrust in patients and their

families.

There is only one chance to get care right at the end of any person’s life. It is at the heart of all caring

professions that patients must be treated with dignity and respect, and that means that all treatment

had to be properly communicated.

To combat this issue we continued with the “Difficult Conversation” training for staff. NHS England

has given guidance recommending continued good clinical care for dying patients particularly in

hospitals. We await a response from the government to report and further recommendations from

NHS England, which will then be used as guidance within our gold standards framework programme.

We will continue to provide a high standard of clinical care for our patients using best practice

guidelines.

5. Patient and Carer involvement

Putting patients first is a priority for Airedale NHS Foundation Trust. Involving patients and their

carer’s in developing and evaluating this shared purpose project has been an integral part. Engaging

patients and carers was not always a comfortable experience for the team, and we did not always get

told what we wanted to hear, but without the views and opinions, we could not ensure that our service

is truly patient led. We have learnt involvement is not about power but rather the added value it

provides to ensure the service is efficient and effective. To involve and empower our patients and

carers has shaped our priorities as well as helping us to achieve individual health and well-being and

to ensure sustainable systems of the future.

The commitment shown by patient and carers has been overwhelming, with patients in particularly

taking time out of their last few weeks of life to aid the development of the service for future patients,

carers and family.

The carer input has also been invaluable to the work, and the commitment shown has been

astronomical with carer’s reliving the last few days of their partners life.

Likewise patients who are still with us and attend the meetings, due to their illness get tired and this is

a big strain on them. However the patients still continue to have an input and this spurs the team on to

ensure the project is a success. Patients involved will always be at the forefront of everybody’s minds

and we hope to continually improve the service above and beyond the life of the project.

We have also learnt that sometimes the view of patients and carers differ with patients being more

care focused i.e. giving patients the right care at the right time in the right place and carers being

concerned around support and who to contact when in difficulty and to ensure there is one point of

contact where possible.

Airedale NHS Foundation Trust will continue to be a motivated organisation and as leaders, we will

aim to set out key standards through patient, carer and public involvement. This will enable us to

achieve our vision of Bringing healthcare home enabling people near the end of life to carry out their

wishes. We will continue to work in partnership with our key stakeholders and in particular by placing

patients, carers firmly in the centre of our decision making within the programme.

This has highlighted patients’ experience as a key driver for change.

The Health Foundation 06/05/2014 33/59

The project will continue to absorb that patient and carer involvement is a valuable source of

information, which is able to provide an insight into their needs and requests, and feedback on their

experiences.

6. Executive support

Having executive support has been essential for the project both strategically and operationally and to

have the drive to implementation has been invaluable.

The executive sponsor has been actively engaged and helped to get the right people involved in the

project team and across the health and social care economy.

7. Clinical Lead

Clinicians are playing a vital role in driving improvement.

As the clinicians are the people working directly with patients, they are the ones who can really

improve care at a local level. It has been vital that the project has clinical leads which have ensured

that clinicians working in all parts of the system are engaged, enthused and supported so they feel

confident to take on responsibility for the improvements in clinical care.

The project is demonstrating just how much can be achieved when clinicians are fully engaged and

lead service improvement.

Our work so far has given us insight not only into the different ways of improving but also into the

many challenges clinicians face when trying to bring about change, for example ensuring that

clinicians have allocated time to be able to support the project.

Funding from this project for 2 clinical leads was agreed and is proving fundamental to the successful

delivery of the project.

8. Project management and non-clinical support

Efficient and effective project management has been essential to the success of a project like ours,

the change in project management could have been a set back – however the commitment from the

new project manager and support from the core team and Tavistock consulting resulted in a smooth

transition and stronger governance.

Support from wider corporate services (e.g. Finance, Service Improvement, Nursing, IT,

Communications and Patient Involvement) has been essential. Capacity is sometimes and issue for a

small trust like ours with many calls on the corporate services.

9. Tavistock Consulting (Sue Machel and Bernie) support and mentoring is also proving invaluable, not

least the encouragement to reflect and consider knowledge capture, which is becoming “how we do

things around here”

The support given to the project manager from Bernie and Sue has been second to none and has

highlighted the relevance of having Tavistock within the Health Foundations Shared Purpose work.

10. Engagement

Engagement takes a long time and has to be done in multiple ways before people understand the

message, the baseline is always changing- the way the nhs works, team members, organisational

structures etc.is constantly changing and you have to keep reviewing and modifying your plans to

meet the changing baseline.

The communication of this has been the biggest part of the project, but because we are aware of this

we have been able to accommodate the changes outlined in this paper.

The initial success of the gold line has been down to good communication to ensure engagement.

9. Early findings The programme has now completed a number of cycles of the PDSA Cycle and is continuing within

the implementation stage of the project.

The team have also met with YHEC and agreed a set of Quantitative data for the evaluation and this

has been updated within the Evaluation plan. Quantitative methods are sometimes associated with

the scientific and experimental approach and can be criticised for not providing an in depth

description, however to address this issue the team have now arranged for a local university student

to collect some data using qualitative methods which are more concerned with describing meaning,

rather than with drawing statistical inferences. The student is currently conducting patient

questionnaires and interviews not that dissimilar to the experienced based design model. (Innovation

and Improvement, Institute for, 2010. The ebd approach. 1st ed. Coventry: Innovation and

Improvement.)

In short the project on a whole continues to adopt a combination of qualitative and quantitative

approaches, which will allow statistically reliable information as well as providing a more in depth and

rich description.

The Health Foundation 06/05/2014 34/59

Karen Dunwoodie, Patient Experience Lead at Airedale NHS Foundation Trust, facilitated 2 focus

groups on 4th and 5th February 2013 with patients who were attending day therapy sessions at

Manorlands Hospice. The purpose was to find out levels of satisfaction the patients had experienced

during different parts of the patient pathway to try and identify any areas for improvement. A similar

pattern of discussion was followed on each occasion.

At each session, four patients participated. We agreed confidentiality, so their names have been

changed. For the purpose of this paper on the first day they were Lily, George, Bill and Frank. On

the second day they were Joan, Dennis, Ethel and Roger. Each had an illness that meant the

likelihood that their life span was much reduced.

The raw data from the focus groups has been discussed at the End of Life Strategy Group; the

Shared Purpose Project Stakeholder event; and the Shared Purpose Project Steering Group. It was

agreed to be vital that issues highlighted by the people who took part in the focus groups, were given

consideration by professionals from the different services involved in their patient journey and acted

upon. In view of this, we have highlighting themes and recommendations.

The majority of comments are extremely positive. Some examples are: -

• “The District Nurse was fantastic. She was caring, attentive. I felt as though it was me she

had come to see, not any old patient. I mattered to her” (Community nursing care)

• “It has been good to raise the issue of funeral arrangements and to find ways of discussing

this with the family”. (Hospice care)

• The GP has been great and even delivered my prescription to my home. I couldn’t wish for

better” (GP care)

• I feel that I have been part of the decision making throughout all parts of my care and that I

have been listened to and the doctors have acted on my choices” (all care)

The more negative comments fall into four themes that run through all the different services. They

are: -

1. Inconsistency of professionals seen and information given

“There is no consistency when trying to see a GP”

“Most of the GPs are part time so you never get to see the one you want”

“The doctors aren’t able to determine what is going on from their computer screens. You should have

one doctor who gets to know you. In this way you will feel more confident”

“There are a lot of junior doctors in at weekends and then through the week the Specialist disagrees

with what the juniors have said, but I suppose that is the only way they will learn”

2. Having to wait

“It is horrendous getting an appointment at the GPs. It can take over a week to get to see a specific

doctor”

“It takes ages for the telephonist to answer the telephone and when they do, they have a poor

manner”

“It was a long haul going through Ward 15, the assessment ward, with a lot of waiting”

3. Not being seen as a ‘whole’ person

“In hospital doctors focus on their area and don’t look at the whole person, whereas in the hospice,

my consultant looks at me holistically and all the different parts of my body that need attention.

Someone like that fills you with confidence”

“It would be much better if all health professionals were immediately aware of all your care needs and

wishes, so you did not have to repeat it all the time”

“I know the district nurse links in to the GP and the hospice and the palliative nurse so that everyone

is kept informed and they are treating me in a holistic way. This is very reassuring”

4. Poor communication

The Health Foundation 06/05/2014 35/59

“When in hospital, information leaflets aren’t given soon enough. You are kept in the dark and told

someone will come to see you – they pass it on. Even though Airedale doesn’t have a cancer ward,

they should still give out the information”

“I now get loads of information but it didn’t come quick enough and at the right time”

“At the beginning you feel overwhelmed and staff should spend more time with you to explain and

provide information to help you understand what is happening and what it all means. Otherwise you

worry about things they are not telling you”

“I hadn’t realised I had cancer until a MacMillan Nurse telephoned me. She spoke to me on the

telephone inappropriately as if I knew, telling me I would need a hysterectomy”.

Recommendations for action have been given for each service area involved which has supported the

drive of the shared purpose project. Working on the following recommendations where possible some

of the recommendations are being addressed in the 3 workstreams.

All of the workstreams are currently driving forwards with project plans, process mapping, design

workshops, risk and issue logs and regular meetings all in place.

Community Nursing Services

1 Share the good practice reflected within the full focus group report.

Hospital Services

1. Seek ways of improving consistency of information from the different professionals involved.

2. Seek ways to improve patient contact time and speed up waiting times - Consider designated

beds for GSF patients.

3. Give focus to better record keeping to avoid the necessity of patients being asked to repeat

information over and over again to different professionals - Progress to using System1 as a clinical

record in the hospital.

4. Consider the level and quality of written and verbal information given to patients at the

different stages of their illness.

Hospice

1. Share the good practice reflected within the full focus group report.

All services

1. Consider which staff will be suitable to undertake the Sage and Thyme communicating skills

training that will be available in the near future.

2. All professionals making clear notes on patient records so that it is known what information a

patient has been given.

The workstreams continue to move forwards by having the right people in the room for the strategy

meeting has proved to be an essential part for the workstreams being able to escalate any problems

and also give advice

Work stream 1 the end of life register Palliative care services across Bradford and Airedale have a well-established system of

communication and interoperability, recently enhanced by the introduction of one single SystmOne

unit, shared by all palliative care teams across each of the trusts in the area. This allows each of the

teams to access patient information as and when required.

The established systems within the palliative care services work well, but only apply to patients under

the care of one of those teams. There are many patients thought to be in their last year of life who are

not under the care of a palliative service. The End of Life Care Strategy (2008) identified the need to

improve co-ordination of care between all teams, which may be involved in the care of palliative

patients, and not just specific palliative care teams. This led to the idea of establishing EPaCCS as a

mechanism for enabling coordination.

The Health Foundation 06/05/2014 36/59

Description Progress Rating

Programme initiation

document to be completed

Complete

End of Life Template to

complete

A new version of the End of

Life (Hereafter EOL) template

is now available

An EOL lead GP to be

identified

An EOL lead GP has been

identified for each practice in

AWC CCG.

Creation of a register for

people with less than 12

months to live

Complete

Engagement with all services

expected to use the EoL

register

Complete

GSF registers in individual

practices and the acute

hospitals will be joined up to

become a single EOL register

(EPaCCS)

15 practices have been

funded to do “Going for gold”

training so this will help the

practices to identify more EOL

patients

To give the hub access to the

palliative care unit

complete

Access to the register, for all

teams/service, who may be

involved in the patients care.

complete

Implement use of the register

by relevant organisations.

Complete

Early findings and problems with systems being unable to communicate with

each other has proved to be problematic.

Excellent communication has been made for AW&C GP’s by the clinical lead and GP’s.

Various meetings and actions were undertaken to iron out the problems of the communication of the

system and some process regulatory work is underway.

The caseload was ready in line with the Gold line hub timeframe.

Baseline audit collecting Quantitative data of 100 patients has now been collected and is currently

being finalised. We await the results. Information such as:

Admission date

Cause of death

Place of death

Number of non-elective admission in 12 months prior to death

Number of bed days 12 months prior to death

Number of admissions 6 months prior to death

Length of stay

Route of admission

Do hospital notes identify last year of life

If LYOL was it discussed with patient

Was patient on the GSF register

As well as various other questions.

Work stream 2 Communication Training

The benefit of identifying patients and placing them on an EOL register is only fully realised

when the patient themself is aware of the serious and complex nature of their condition. Clearly the

quality of this conversation is vital and should mark the beginning of a process of advance care

planning, supporting the patient and their family through the difficult time ahead and helping them to

think about their wishes. The SAGE & THYME® foundation level workshop teaches up to 30 people in

3 hours, the skills required to provide psychological support to people who are concerned or

distressed.

Description Progress Rating

Complete train the trainer Sage & Thyme communication

The Health Foundation 06/05/2014 37/59

programme for 12 staff training took place 11th, 12th &

13th June 2013, 11 trainers

have been successfully trained

and licenced to deliver the

course,18 further staff members

where trained on the 1st day of

the foundation level.

To set up training sessions for a

12 month period

The trained staff will be running

12 sessions per year (3 each)

open to all Airedale staff, Social

Services & Bradford Care Trust,

GP’s and Practice Managers.

Training dates are in the diary

for the next 12 months.

Advertising campaign Advertising campaign underway

by way of flyers in all ward

areas, Social services and Gp

practices– evaluation has been

collected from the 1st training

session.

Finance Finances have been agreed

and budgeted for training and

backfill of staff (to release staff

to go on the training). The

training is aimed at band 5/6

staff nurses, hcsw, and ward

clerks.

150 staff to be trained in 1st

year within the Trust

On-going to date 142 clinical

staff have been trained

Devise template of a post

evaluation after 2 months of

each session

Complete

Arrange To complete a post

evaluation after 2 months of

each session delivered.

Complete

Following collection of qualitative data of the training the following graph shows the results.

Quantitative data is also being collected for this work stream showing to date 212 staff members have

been trained as of June 2014.

The Health Foundation 06/05/2014 38/59

As you can see from the graph above the feedback of the sage and thyme, there is a very positive

response following the workshops. The data also suggests that the workshops had a significant

positive effect on recommendation, showing 208 attendees would recommend Sage and Thyme to

others.

Some comments from attendees are as follows:

“I am a qualified counsellor so the marks in changing my practice do not reflect how I respect the

principle of the course which would be 9-10/10”

“Found the training very informative & highlighted where I can improve”

“I think the facilitators were very proactive and this was presented very well with all the key points of

the training being re-iterated/reinforced in a timely manner”

“Excellent training, every NHS member should have the training”

“Very interactive which I enjoyed - enhances learning/skills to take away”.

The early findings of the workstream are the difficulties of releasing staff to complete the training

session. To combat the issue we have put funding in place to backfill staff, posters on wards and

posters within the community this currently has proved non eventful, however with the correct

communication of staff actually attending the wards and promoting the training has had an effect.

Upper control limit Lower control limit Mean Standard Deviation

95.50 46.66 71.08 8.14

Whilst the monthly sessions are being fully booked staff do not always attend the sessions, the

sessions are currently showing an average of 71% attendance rate of staff booked onto the course.

The Health Foundation 06/05/2014 39/59

The above graph shows the designation attendance at each workshop. Including all the workshops to

date the numbers are as follows: Nurses = 67, District Nurses = 20, HCSW =38, Therapists = 15,

Student Nurse = 2, and Clerical/other = 70.

The total number of clinical attendances to date is 142.

The total number of attendance including clerical and other staff to date is 212.

Workstream 3 The GoldLine Following the great success for the telehub event and feedback from patients

Patients should be looked at holistically (as a whole – not just the section of the patient that comes

under our care).

Rather than the traditional uncoordinated, fragmented route, an alternative solution for patients and

carers is to contact the Gold Line Hub which will act as a single point of access with a senior nurse

taking calls in out of hours. They will offer immediate advice and support and act as the gateway to

various services available to support patients at home. We anticipate this will be the point at which

hospital admissions will be avoided.

Description Progress Rating To design stickers for hub Complete To design patient and

healthcare information

Complete

To communicate to relevant

stakeholders

The Gold line has been

communicated with the CCG,

GP’s, 111 and local care

direct.

To train hub nurses Complete Register all AWC EOL

patients to hub system1

caseload

Complete

Review of workload of hub

nurses in evening shift

Assurance that sufficient

staffing to safely man gold

line needed

Complete

Recording of all call to the

gold line for quality

monitoring and training

On-Going

System to track how long

goldline rings before it is

answered, also need to agree

a standard

On-Going looking into a call

management system

Distribute stickers and leaflets Complete

The Health Foundation 06/05/2014 40/59

to DN, Comm. matrons, pall

care CNS, hospital pall care

team, GSF facilitators,

hospice at home team, GPs, hospice

There has been a large proportion of patient and carers engagement with this service following the

design event held 19th April 2013.

Having the right people on the workstream team i.e. hospice staff, patients, carers, clinicians, CCG’s,

Dr’s, community staff as well as hospital staff has been the key to the speed of the implementation of

this workstream.

Current problems are similar to the situations with workstream 1 of the communication between the

EPaCCS module of SystmOne and the Telehub module and are being addressed within the

undergoing work within workstream 1

The Gold Line went live on the 1st November 2013 with a successful launch event on the 4

th

November 2013. The event was documented within the local press

http://www.thetelegraphandargus.co.uk/news/10786961.Helpline_is_launched_to_provide_support/?ref=rss http://www.cravenherald.co.uk/news/10789780.Airedale_Hospital_helpline_set_up_for_seriously_ill_patients/?ref=rss http://www.ilkleygazette.co.uk/news/news_local/10796214.Airedale_Hospital_launches_helpline_for_seriously_ill_people/?ref=rss

The Health Foundation 06/05/2014 41/59

The Gold Line was officially open by Jane Walton our carer representative. The event was well

attended.

Here follow some early audit results. From the data below, the Gold Line has received 410 calls to

May 2014 for AWC patients. The data also shows 36 avoided admissions indicating that the patients

that did call received care in the place of their choice.

A Telehub operations group now meets every monthly to tackle any issues, frustrations and solution.

Currently plans are in place to develop some case studies to follow the patient’s story.

A story book is also currently being designed to tell the story of the Gold Line from the 1st design

event to the launch. Jane Walton quoted “I am trying to explain to all those who have no idea where

and how such projects are started. To me, I looked at it like West end Show....but it’s not until you

read the programme that you realise how many people it takes to put on a show”

The Health Foundation 06/05/2014 42/59

The graph below shows a total of 60 A&E Attendances Avoided with a mean of 8.57 per month.

Please note this process has special cause variation present indicating that the process is

unpredictable. The reasons for the special causes are yet to be identified and removed from the

process if this is unacceptable. Due to this more than 60% of points are outside of the middle third of

UCL - LCL

Description Progress Rating To design stickers for hub Complete To design patient and

healthcare information

Complete

To communicate to relevant

stakeholders

The Gold line has been

communicated with the CCG,

GP’s, 111 and local care

direct.

To train hub nurses Complete Register all AWC EOL

patients to hub system1

caseload

On-Going

Review of workload of hub

nurses in evening shift

Assurance that sufficient

staffing to safely man gold

line needed

Complete

Recording of all call to the

gold line for quality

monitoring and training

Complete

System to track how long

goldline rings before it is

answered, also need to agree

a standard

On-going

Distribute stickers and leaflets

to DN, Comm. matrons, pall

Complete

The Health Foundation 06/05/2014 43/59

care CNS, hospital pall care

team, GSF facilitators,

hospice at home team, GPs,

hospice

Next steps for the Gold Line The next steps for the Gold line are to continue implementing telemedicine in 30 patient’s homes. This

service will be offered to patients currently registered on the GSF.

The telemedicine ipads have now been installed into 28 patient’s homes with positive results. Please

see link below directing you to a short video.

http://www.airedale-trust.nhs.uk/services/the-gold-line/

Appendix 1 – Evaluation

AIREDALE NHS FOUNDATION TRUST

The Health Foundation 06/05/2014 44/59

Bringing Healthcare Home: Evaluation

Draft Evaluation Framework

Nick Hex, Project Director Darren De Souza, Senior Consultant

20 November 2012

All reasonable precautions have been taken by YHEC to verify the information

contained in this publication. However, the published material is being distributed

without warranty of any kind, either expressed or implied. The responsibility for the

interpretation and use of the material lies with the reader. In no event shall YHEC be

liable for damages arising from its use.

Contents

Page No.

Section 1: Introduction 2

1.1 The Bid to the Health Foudation 2

1.3 Development of the Bringing Healthcare Home Project 3

Section 2: YHEC Evaluation 5

2.1 YHEC Evaluation Objectives 5

2.2 YHEC Evaluation Methodology 5

Section 3: Data Collection 8

3.1 Data Collection Needed 8

Section 4: Evaluation Timeline 10

4.1 Evaluation Timeline 10

Section 1 2

Section 1: Introduction

1.1 The Bid to the Health Foundation

Airedale NHS Foundation Trust (ANHSFT) submitted a bid to the to the Health Foundation’s

Shared Purpose programme in January 2012. The bid outlined the aim of the Bringing

Healthcare Home (BHH) project, which is to “improve the safety and quality of care for

patients undergoing cancer treatment or in the last year of life by providing them with

dedicated clinical support in their own home, nursing home, hospice or community Hub via

telemedicine.”

The overall aim of the BHH project is to deliver a hospital at home service for the most

vulnerable patients by delivering clinical care through telemedicine. The bid explained that

24-hour video links between the patient and clinical or care teams would enable patients and

families to get the right support whilst remaining at home. Furthermore the BHH project

aims to build greater co-ordination between corporate and clinical teams and to enhance

patient experience.

The rationale behind the BHH project is that healthcare services will need to be more

resilient to pressures from rising demand and financial constraints. The project aims to

achieve this by delivering higher quality to patients, being more efficient and developing

more integrated models of care. By releasing time to care, reducing avoidable admissions,

reducing patient travel and providing care at home, ANHSFT anticipate they will also deliver

cost savings.

The BHH project builds on the work undertaken by the Airedale Telehealth Hub. The Hub is

based at ANHSFT and currently provides services to patients with long term conditions,

living in their own homes and in nursing homes and care homes in parts of Airedale,

Bradford and Leeds. It also provides services to patients through some GP practices, a

community hub, a hospice, and a prison throughout the geographical area served by

ANHSFT.

The bid was successful and the confirmation of approval from the Health Foundation was

received in May 2012. The Health Foundation will provide funding and technical support

over three and a half years, with the first 6 months being used to develop a Shared Purpose

Delivery Plan for the Health Foundation. The first interventions through the BHH project are

due to commence in January 2013. The Shared Purpose Delivery Plan will include an

evaluation framework and this document provides the basis for that, describing the work that

York Health Economics Consortium (YHEC) will undertake and the data that the project

team will need to collect.

Section 1 3

1.2 Development of the Bringing Healthcare Home Project

Since the bid was approved, ANHSFT have engaged key stakeholders in a series of

meetings and workshops with support from the Tavistock Consulting. These meetings and

workshops have been part of the initial process of developing the Shared Purpose Delivery

Plan. Emerging themes from this work have given greater clarity to the actions needed to

improve the experience for patients in their last year of life.

The BHH project is being aligned to ANHSFTs End of Life Care Strategy and the on-going

wider work to integrate health and social care with partner organisations in the NHS and

local government. The ANHSFT End of Life Strategy Group is the delivery group for the End

of life workstream, one of 5 workstreams in the Airedale Transformation and Integration

Group (TIG). Part of the integration work will be to develop better use of the Gold Standard

Framework3 (GSF) by all relevant health and social care practitioners. The GSF is a

systematic approach that looks to optimise the care for patients during their last year of life.

Other tools to support the better co-ordination of the later stages of End of Life (EoL) care

are the Liverpool Care Pathway4 and the Amber Care Bundle5.

As a result of the stakeholder engagement, the aims of the BHH project have been

developed further. The aim is now to improve the patient experience during their end of life

care by implementing a locally applicable version of the National End of Life strategy6. The

six steps of the end of life (EOL) strategy are:

Identify;

Discuss;

Assess;

Support and coordinate;

Care in the last days;

Care after death/bereavement.

The project also aims to:

Reduce the number of bed days patients in the last year of life spend in hospital;

Increase the number of patients who are supported to die in their preferred place of

death.

During 2013, the project will increase the registration of EOL patients in one central place

and thereafter increase the sharing of patient information. This will help health and social

care providers to co-ordinate their support to patients more effectively and also to gather

better data about these patients. Around 1% of the population die each year, but only

3 http://www.goldstandardsframework.org.uk/

4 http://www.liv.ac.uk/mcpcil/liverpool-care-pathway/

5 http://www.ambercarebundle.org/homepage.aspx

6 http://www.endoflifecareforadults.nhs.uk/assets/downloads/pubs_EoLC_Strategy_1.pdf

Section 1 4

around a quarter of those people are currently identified as being in their last year of life.

ANHSFT want to increase this proportion to between half and three-quarters.

ANHSFT will initiate a number of activities from January 2013 until the end of the project in

2015. Part one of the project has been scoped out, but further actions will be planned in for

years two and three.

In the first year of the project, ANHSFT plan to undertake the following objectives:

Workstream 1: Introduce an Electronic Palliative Care Coordination System

(EPaCCS) to record all patients who have been identified as being in their last year

of life. The Telehealth Hub will hold the register and it will be available to

SystmOne users. SystmOne is available to most but not all GP practices. ANHSFT

want to include all eligible residents of the Airedale, Wharfedale and Craven Clinical

Commissioning Group (CCG) area into the register as a minimum, but they would

also like to include eligible residents in the two other CCG’s in the Bradford district;

Workstream 2: Deliver communication skills training to staff who will need to discuss

with patients their inclusion in an EoL register.

Workstream 3: Use the Telehealth Hub as a central coordination centre for all End of

Life services and teams. All registered EoL patients will be eligible to use the

Telehealth Hub (some may chose not to use it), where staff will refer their enquiries

to other services. The hope is that this service will help to avoid any unnecessary

admissions to hospital. A subset of patient on the EOL register will be given access

to telemedicine units in addition to the 24 our support telephone line.

Section 2

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Section 2: YHEC Evaluation

2.1 YHEC Evaluation Objectives

York Health Economics Consortium (YHEC) has been contracted to provide an evaluation of

the BHH project. The proposed methodology includes an analysis of the costs and the

benefits of the interventions undertaken within the project and the calculation of a return on

investment. If the project team is able to collect data on quality of life changes in the

patients included in the project then that would also enable YHEC to evaluate the cost

effectiveness of the BHH project. Other qualitative information will be analysed to evaluate

the extent to which the project has helped people to die in their stated preferred place.

The key metrics that will need to be collected will include:

Patient data: including information about their medical condition and quality of life;

Patient healthcare resource utilisation data: primary, community and acute health

services use by each patient;

Costs: capital and revenue costs that relate to the BHH project.

A more detailed breakdown of these data requirements can be found in Section 3.

YHEC has agreed to provide the following services:

Develop an evaluation framework (this document) for the project to confirm the data

collection requirements for the evaluation;

Develop, with ANHSFT, a set of data collection forms to define and collect the

required data for evaluation;

Provide half a day every three months during the project to advise and support the

project team with regard to data collection;

Use the data collected to carry out a final evaluation of the project in 2015;

Draft a final evaluation report.

A timeline for the evaluation is listed in Section 4.

2.2 YHEC Evaluation Methodology

This section sets out the proposed evaluation methodology. The evaluation will seek to

quantify the extent to which the BHH project has been successful in:

Reducing the number of hospital bed days (and any other healthcare resources)

used by EoL patients as a result of the project interventions;

Section 2

6

Increasing the number of patients who are supported to die in their preferred place of

death.

The reduction in the use of healthcare resources will be evaluated by carrying out a cost

benefits analysis which will allow us to calculate a return on investment for the project. This

will involve identifying and gathering data on the costs of providing the interventions, such as

Telehealth services, the development of EPaCCS and staff training. Data will also be

gathered to enable a calculation to be made of any reduction in healthcare resources used

by groups of patients receiving Telehealth.

2.2.1 Return on Investment

In calculating the return on investment, ANHSFT will need to gather data on the use of

healthcare resources for cohorts of EOL patients before and after the introduction of the

interventions. To do this, ANHSFT will undertake an audit of end of life patients to create a

set of baseline data. This audit will be based on the Bradford Audit7 that was conducted at

Bradford Teaching Hospital Foundation Trust (BTHFT) in 2011.

The audit will gather data on patients who were in EOL care over a three month period from

July to September 2011, ie those patients who died within 12 months (by September 2012).

This will provide data on the use of health resources for patients before the intervention was

introduced. Data on the utilisation of health resources for this cohort of patients will need to

be collected for up to twelve months for these patients, to provide comparative data for those

patients receiving the new interventions. Health resource utilisation data will also be

collected by ANHFT for the last 12 months of life for each patient after the project

commences. This will include data regarding hospital admissions, primary care, community

care and social care if data is available.

At least 50 EoL patients before the interventions and 50 patients after the intervention would

be needed to allow a meaningful assessment of the intervention. If data is available for

more than 50 patients that would be helpful to allow for any data we feel necessary to

exclude, for example, patients who die shortly after their entry to the EoL register.

2.2.2 Cost Effectiveness

The intervention may end up being cost neutral with a reduction in the number of hospital

bed days, but an increase in community care. This does not necessarily mean that the

intervention is not cost effective, as long as a demonstrable benefit can be measured in

terms of improved quality of life in relative terms.

It would be helpful to factor in an assessment of changes in the quality of life (QOL) to help

understand the cost effectiveness of the intervention, but this may not be possible if QOL

data has not been collected for patients prior to the start of the intervention. This is also

problematic because conventional QOL measures may not be appropriate for patients at

EoL. It is therefore suggested that the number of patients who died in their preferred place

7 Price et al. (2001), LYL (Acute Medicine) Baseline audit report.FINAL Oct 2011, BTHFT

Section 2

7

of death could act a proxy measure of QOL and this data should therefore also be collected

by the project team.

2.2.3 Qualitative data

ANHSFT intend to develop questionnaires for use with patients, carers and staff and

possibly focus groups with carers and staff. Qualitative data from these sources will be

analysed and collated and provided to YHEC for inclusion in the final evaluation.

Section 3

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Section 3: Data Collection

3.1 Data Collection Needed

Data will need to be collected by ANHSFT during the BHH project. There is around half a

day per quarter allocated throughout the period of the BHH project for YHEC to provide

ANHSFT with advice on data collection and any issues arising that relate to the evaluation.

Data will need to be collected for all patients for their last year of life, including healthcare

resources used throughout their last year of life. As described in Section 2, audit data will be

analysed to provide a control group of patients who were in EOL care prior to the

introduction of the intervention.

ANHSFT will need to collect the data outlined below.

3.1.1 Patient Information:

Age;

Gender;

Home Postcode – for all patients so that a comparable control group can be created

(or other relevant patient identifier);

Nursing home address (if applicable);

Was the place of death recorded.

Preferred place of death;

Actual place of death;

Services to which patients have been signposted;

Quality of Life scores (if appropriate);

Length that patients lived for after entry to EoL register;

Primary disease related to EoL diagnosis:

- If Cancer, what type and stage.

3.1.2 Changes in the consumption of healthcare resources including:

Appointments with GPs, home visits and surgery vists

Outpatients

Hospital inpatient admissions;

Hospital day case admissions;

Ambulance callouts;

Community care services provided: (district nurses, community nursing and out of

hours services)

Section 3

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3.1.3 Questionnaires and focus groups

Collated and analysed data from patient, carer and staff questionnaires;

Collated and analysed data from carer and staff focus groups.

3.1.4 Cost Information:

To establish the cost of the changes to the End of Life care of patients, costing data will

need to be provided to YHEC for analysis. A breakdown of the likely cost data is listed

below.

One off capital costs:

Set up costs - Introduction of an EPaCCS – input from IT or software development,

cost of purchase;

Additional telemedicine equipment and training in its use;

Develop and delivery of communications training – including all costs of running the

course.

Revenue costs:

Additional Staffing costs – any additional staff deployed to manage EPaCCS and to

cope with increased capacity in the Telehealth Hub;

Telecommunications costs – extra calls made as a result of the intervention;

Any other additional on-going costs related to delivering the service – e.g.

maintenance of the telemedicine equipment.

YHEC will advise ANHSFT on the development of appropriate data collection forms to

gather this data.

Section 4

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Section 4: Evaluation Timeline

4.1 Evaluation Timeline

The implementation of the Bringing Healthcare Home project is planned for January 2013

and it will run until June 2015.

YHEC will analyse the data collected by ANHSFT from April 2015 and will report the results

including:

A return on investment, based on the reduction in the use of NHS resources matched

against the cost of the intervention;

A measure of the numbers of EOL patients who die in their preferred place of death;

An analysis of any patient, carer and staff experience data.

Between early April 2015 and August 2015, YHEC will analyse and model the set of data

collected by ANHSFT. A report will be compiled, detailing the return on investment, to

support ANHSFT and the Health Foundation in their overall assessment of the project.

Table 2: Timeline for the evaluation of Bringing Healthcare Home

Activity Due date

Draft evaluation framework 20th October 2012

Final agreed evaluation framework Mid December 2012

Baseline Audit January 2013

Interim Audit January 2014

Post intervention Audit January 2015

Submit data set to YHEC April 2015

Draft report August 2015

Final report 20th November 2015

Section 3

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Appendix 2 Fig 4 Medicines domains of quality

BRINGING HEALTHCARE HOME

DOMAIN 1

EFFECTIVENESS

DOMAIN 2

EFFICIENCY

DOMAIN 3

EQUITY

DOMAIN 4

PATIENT CENTREDNESS

DOMAIN 5

SAFETY

DOMAIN 6

TIMELINESS

OBJECTIVE 1

Reduce time for receipt and

delivery of specialist opinions

OBJECTIVE 2

Reduce unplanned hospital

admissions by 50% and

increase time to care by 20%

through reducing travel time

and duplication

OBJECTIVE 3

Achieve equity of delivery of

specialist opinions to hard to

reach population.

OBJECTIVE 4

To bring care to the patient

and not the patient to carer.

To offer improved patient

choice.

OBJECTIVE 5

Improve mortality, reduce

medication errors, ensure

earlier diagnosis and optimal

investigation pathways, avoid

hospital acquired infections.

OBJECTIVE 6

Provide immediate access on

a 24/7 basis, 365 days per

year to clinical decision

makers.

SUPPORT SERVICES KEY TASKS AS PART OF THE PROJECT

Project Management and

Communication:

Process mapping

Strong governance

Project timelines

Communication strategy

HR/OD:

Job plans

Workforce reduction

Training

Education

Culture change

Finance:

Payment mechanisms

System modelling

Tariff redesign

CQINS

Standard contract

Estates:

Re-profiling works

Re-designing / re-

commissioning services to

improve patient flow

IT Information Services:

Patient/SUS data

IT platform, technical

specification, user acceptance

criteria & network capability.

NHS OUTCOMES FRAMEWORK DELIVERY

DOMAIN 1

Preventing people from dying

prematurely

DOMAIN 2

Enhancing quality of life for

people with long term

conditions

DOMAIN 3

Helping people to recover

from episodes of ill health or

following injury

DOMAIN 4

Ensuring that people have a

positive experience of care

DOMAIN 5

Treating and caring for people

in a safe environment and

protecting them from

avoidable harm

CONTRIBUTING TO INSTITUTE OF MEDICINE DOMAINS OF QUALITY

Drive better access to quality and safety

for patients and core workers

Section 3

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Appendix 3 Table 1: NICE Standards for EoL care

1. People approaching the end of their life are identified at the right time to receive care

and support to meet their needs and preferences.

2. People approaching the end of life and their families and carers are communicated

with and offered information in a sensitive way, at a time when it is helpful and with respect

for their needs and preferences.

3. People approaching the end of life are offered full assessments to ensure they are

getting the best care and support for their circumstances. During these assessments, they

have the opportunity to discuss their needs (for example, physical, psychological, social,

spiritual and cultural needs) and preferences. This includes the opportunity to develop and

review a care plan detailing their preferences for current and future support and treatment.

4. People approaching the end of life receive treatment and care to manage their

physical and psychological needs, which may be at any time of day and night.

5. People approaching the end of life are offered social, practical and emotional support

tailored to their needs and at the right time to help them feel supported, retain their

independence and do things they enjoy for as long as possible.

6. People approaching the end of life are offered spiritual and/or religious support

appropriate to their needs and preferences.

7. Families and carers of people approaching the end of life have their own needs fully

assessed as appropriate for their changing needs and preferences, and are offered support

to help them cope.

8. People approaching the end of life receive care whenever they need it (day or night)

that is consistent, smoothly coordinated and delivered by staff who are aware of their

medical condition, care plan and preferences.

9. People approaching the end of life who experience a crisis at any time of day or night

receive prompt, safe and effective urgent care that takes into account their needs and

preferences.

10. People approaching the end of life are offered specialist palliative care if their usual

care team is unable to relieve their symptoms adequately. It is offered at the right time for

them and is appropriate to their needs and preferences at any time of day or night.

11. People in the last days of life are identified and receive care according to their care

plan, which takes into account their needs and preferences, and ensures they can have

rapid access to all the support they need, including equipment (such as a pressure-relieving

mattress) and medication.

12. The body of a person who has died is cared for in a culturally sensitive and dignified

manner.

13. Carers and family members of people who have died receive verification and

certification of the death as soon as possible.

14. People closely affected by a death are communicated with in a sensitive way and

offered bereavement, emotional and spiritual support appropriate to their needs and

preferences. This may include information about practical arrangements and local support

services, supportive conversations with staff, and in some cases referral for counselling or

more specialist support.

15. People approaching the end of life and their families and carers are cared for and

supported by staff with the knowledge, skills and attitudes needed to provide high-quality

care.

People approaching the end of life and their families and carers receive high quality care and

support because there is enough staff with the right skills to meet their

Section 3

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Section 4

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Appendix 3 EOL Pathway Vs Lean Tools

The ANHSFT EOL strategy group using the Lean tools process mapped the current services within the local EOL pathway and compared it to

the NICE quality standards to identify gaps The pathway also recognises the needs of carers, staff and the provision of supporting information

to patients

Section 4

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