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NHS
CANCER
                                NHS Improvement
                                            Lung


DIAGNOSTICS




HEART




LUNG




STROKE




NHS Improvement - Lung
Managing COPD as a
Long Term Condition:
Emerging Learning from the
National Improvement Projects
Patients and their carers are the reason the health service exists
and therefore they should be at the heart of our services. Service
redesign and improvement generate opportunities to involve
service users who will provide a different perspective on the
service, so that we can better understand whether our service or
improvements make any difference to the patient.

Only when we understand patients’ needs – by asking them, not
second guessing – can we work in a way that meets those needs
and ensures they get maximum benefit from our service.
3




Managing COPD as a Long Term Condition - Emerging
Learning from the National Improvement Projects


Contents
Foreword                                                                                            4

Executive summary                                                                                   5

Improvement stories: Improving patients’ ability to self manage                                     8
       Key messages                                                                                 8
       ‘Think ABC To self manage your COPD’ – One practice’s approach to improve patients’
       management of exacerbations: Veor Surgery, Camborne, Cornwall                                9
       Embedding the use of effective self management approaches in primary care: NHS Blackpool     11
       How can support groups increase patients’ ability to self manage? NHS Stoke on Trent
       and North Staffordshire Breathe Easy Group                                                   14
       The role of secondary care in increasing consistent use of self management plans to reduce
       outpatient attendance and emergency admission: Southampton University Hospitals NHS Trust    16

Improvement stories: Management of COPD                                                             18
       Key messages                                                                                 18
       Systematic review of patients’ inhaler technique and medication use:
       Victoria Practice, Aldershot, Hampshire                                                      19
       How can respiratory specialists support primary care to improve management and
       reduce admissions? Imperial College Healthcare NHS Trust & Central London
       Community Healthcare NHS Trust                                                               21
       Earlier identification of COPD patients & preventing inappropriate admissions:
       Surrey Community Healthcare                                                                  23
       Supporting people with moderate or severe COPD to self manage through
       clinical and behavioural interventions: NHS West Sussex                                      25

Data                                                                                                27
       Why is data so important?                                                                    27
       What have we learned about data from the project sites?                                      28

Improvement stories: Turning data into information for improvement                                  33
       Key messages                                                                                 33
       Understanding variation in primary care management of COPD - Using practice data to
       make the case for change: Leicestershire County & Rutland PCT in conjunction with OPC –
       Optimum Patient Care                                                                         34
       Using information to target support to practices and patients, in order to reduce
       variation in diagnosis and management of COPD – NHS Sheffield                                37

Top tips for COPD management projects                                                               40

Top tips for service improvement                                                                    42

Contact details                                                                                     44

Acknowledgements                                                                                    45
4      Foreword




Foreword
Since July 2010, NHS Improvement –             This publication contains information for
Lung has worked with a number of               healthcare professionals and those
clinical teams across England as part of       working in commissioning or interfacing
the Department of Health Respiratory           with COPD services. This includes those
Programme. Its aim has been to support         who are:
the development of patient centred,
evidenced based and clinically led services    • Involved in the care of patients who
by identifying and sharing innovative            require COPD services
ways to reduce variation in care and           • Responsible for commissioning COPD
improve the quality and experience of            services                                    Professor Sue Hill
patients with chronic obstructive              • Managing COPD services
pulmonary disease (COPD).                      • Local or regional leads

The national improvement projects have         The project sites were encouraged to
tested approaches at key stages of the         employ a range of service improvement
clinical pathways which have included:         tools and techniques. These included
                                               process mapping, demand and capacity
• Improving home oxygen services               and data analysis, the application of Lean
• Early accurate diagnosis                     principles, process redesign and the
• Transforming acute care                      human dimensions of change. NHS
• Managing COPD as a long term                 Improvement - Lung also supported the
  condition                                    testing of new ideas and pathways
• Improving end of life care                   through site visits and project team peer
                                               support.                                      Dr Robert Winter
Following the first six months of the
improvement programme, this                    There are lots of practical examples within
publication signals the mid-way point in       this report to support clinical teams in
the project cycle and has been written to      delivering quality and productivity
share the learning from the testing phase      benefits to patients and a wider range of
of the work. Through a series of case          stakeholders. Over the next six months,
studies and examples, it aims to highlight     NHS Improvement – Lung will continue to
areas of innovative and emerging good          test the key principles for change and
practice that can be used locally to deliver   implementation. As this learning
improvements for COPD patients and             emerges, it will be shared with COPD
their carers.                                  services and the wider NHS.

In order to address the paucity of current     We would like to take this opportunity to
evidence, particularly around the models       thank the project sites for their hard
and principles of implementation, the          work, dedication and commitment and
programme will continue to adapt and           look forward to the full extent of the
refine the learning. However, these            improvement work as it comes to fruition.
lessons will be of value now to any team
working to improve the care it delivers
and commissions for people with COPD.
The publication contains a number of
examples that demonstrate value for            Professor Sue Hill
money, increased productivity and              Dr Robert Winter
approaches that can sustain                    Joint National Clinical Directors
improvements over the long term.               for the Respiratory Programme
Executive summary             5




Executive summary
Chronic obstructive pulmonary disease            Summary of emerging learning                       that issues of significance to the patient are
(COPD) is a progressive disease and cannot       The early learning from the project sites to       also explored, and this is highlighting the
be cured. However it can be treated, and         date demonstrates some of the practical            need to consider how best to provide
with the right care the impact of the disease    issues around implementing those elements          regular review for those patients with co-
can be modified1,2,3. In particular, effective   of supported self care and good chronic            morbidities. It is essential that support
management of medications, regular               disease management that we already know            between reviews is also optimised, and early
review, care planning and self management        to be effective. This highlights not only          indications are that a systematic approach
can help people cope with their disease and      what works and how people are doing it,            to provision of rescue medication and
reduce the need for hospital admission.          but also what barriers still exist and where       follow up for exacerbations can reduce
                                                 we still need to find solutions to enable          demand for GP urgent appointments or
The intention of NHS Improvement - Lung’s        people to adopt best practice.                     home visits, as well as admissions for some
workstream on Managing COPD as a Long                                                               patients. Optimising medications use, along
Term Condition is to demonstrate how self        Improving people’s ability to self                 with systematic and opportunistic checks of
management, regular review and medicines         manage: Implementing effective support             inhaler technique, and regular staff training
management can best be delivered and             for people to manage their condition more          in how to demonstrate it, can further
how they can affect outcomes and use of          effectively requires time, excellent               improve patient adherence and reduce
healthcare resources. This in turn can           communication and motivational                     waste, with cost savings of 10%
improve patients’ experience, the                interviewing skills, as well as focused effort.    demonstrated in one site.
progression of their disease and their need      Early indications are that a comprehensive
for hospital admission when their condition      consultation of at least 30 minutes – and          Use data to make a difference: COPD
flares up.                                       probably 45 to 60 minutes – is required to         exacerbations are not consistently coded in
                                                 establish rapport with the patient and             general practice but addressing this allows
The recently published outcomes strategy         identify the issues that need to be                rapid identification of patients whose
for people with chronic obstructive              addressed in order to have greatest impact.        condition is beginning to deteriorate and of
pulmonary disease (COPD) and asthma4             This is a challenge for teams to implement         how well exacerbations are being managed.
highlights the need to focus on high quality     within existing resources and ways of doing        A key indicator is the proportion of
care and support, in particular the effective    so need further exploration and testing. It        exacerbations resulting in admission – good
management of patients with COPD using           also appears that working closely with a           management means exacerbations are
chronic disease management approaches.           team and a group of patients appears to            recognised, but early intervention should
In this initial phase of the programme, the      have greater impact than a large scale roll        mean fewer admissions and lower length of
projects have been exploring the reality of      out of a common approach, which can take           stay. Significantly more information is
making this happen – systematically taking       longer to become embedded in practice.             available from primary care systems than is
stock of current practice and understanding      Various self management plans have been            captured by practices’ Quality and
how to ensure that patients receive optimal      developed and are in use, and clear                Outcomes Framework (QOF) score and this
care, in a climate where there are limited       documentation of a self management plan            can be used to highlight how well COPD is
resources.                                       helps ensure a consistent approach, but the        being managed across primary care, the
                                                 real key is professionals’ approach to the         marked level of variation that exists and the
This interim publication summarises the          planning that they do with the patient,            impact that this has on secondary care use
work of the projects at the mid point of         rather than the plan documentation itself.         and prescribing. While providing the data
their duration, and highlights the early                                                            alone does not instigate change in practice,
learning and emerging themes that will           Management of COPD: Making time for                it does allow a much more comprehensive
inform the next stage of work. This learning     a comprehensive consultation including self        picture of the current position to be
may also be helpful for both primary and         management support ensures that patients’          developed and intervention to be targeted
secondary care in supporting their               regular reviews are of maximum value.              to drive up quality and reduce waste.
commissioning plans, with its emphasis on        Various templates are becoming available to
patient centred care and delivering the          support clinical checklists, but it is important
quality, innovation, productivity, prevention
(QIPP) and safety agenda.
6      Executive summary




Summary of projects                             Leicestershire County & Rutland Primary          Many of the measures outlined in this
Veor Surgery, Cornwall: Trialling a             Care Trust with Optimum Primary Care:            document are designed to support the NHS
systematic approach to improving patients’      Understanding variation in primary care          to meet the QIPP challenge, either by
recognition and management of                   management of COPD and using practice            identifying where resources might be
exacerbations using self management             data to make the case for change.                released or by improving understanding of
action plans and rescue medication.                                                              the key interventions that have greatest
                                                NHS Sheffield: Using information to              effect.
NHS Blackpool: Developed a                      target support to practices and patients, in
comprehensive self management plan with         order to reduce variation in the diagnosis       Success for many of the Managing COPD
patients and tested ways to embed use in        and management of COPD.                          projects will be indicated by their impact on
primary care.                                                                                    frequency or severity of exacerbation, and
                                                Quality Innovation Productivity and              the proportion of exacerbations that result
NHS Stoke on Trent & North                      Prevention (QIPP) and expected                   in admission, as well as by patient
Staffordshire Breathe Easy Group:               outcomes                                         satisfaction measures.
Exploring what impact patient support           Demand for healthcare is increasing and
groups can have on people’s use of health       there are areas where we could increase the      Early examples of QIPP impact include:
care resources and their ability to self        quality, efficiency and value for money of       • A systematic approach to self
manage.                                         services as well as improving outcomes for         management and early intervention for
                                                people with COPD. Efforts need to be               exacerbation is beginning to demonstrate
Southampton University Hospitals                concentrated on three components to make           a reduction in the proportion of
NHS Trust: The role of secondary care in        this possible. First, improving quality whilst     exacerbations admitted, releasing
improving patient self management to            improving productivity, using innovation           capacity in secondary care
reduce outpatient attendance, emergency         and prevention to drive and connect them.        • In secondary care or specialist teams,
admissions and readmissions.                    Second, having local clinicians and                targeted intervention with those patients
                                                managers working together across                   who have repeated admissions is also
Victoria Practice, Aldershot: Testing the       boundaries to spot the opportunities and           beginning to demonstrate reduction in
impact of a practice clinical pharmacist in     manage the change. Finally, to act now for         admissions.
systematically reviewing patient inhaler        the long term.                                   • Similarly systematic medicines
technique and medication use to improve                                                            management, inhaler technique
outcomes and make best use of resources.        The ambition is to achieve efficiency savings      education and medicines review is
                                                of up to £20 billion for reinvestment over         delivering savings of 10% or around
Imperial College Healthcare & Central           the next four years. This represents a very        £1,000 per month on respiratory chapter
London Community Healthcare NHS                 significant challenge to be delivered              prescribing for a practice
Trusts: Exploring how respiratory specialists   through the detailed work the NHS has
can best support primary care to improve        already undertaken on QIPP and the               Further examples and more details are
management and reduce admissions.               additional opportunities presented in Equity     contained in the improvement stories.
                                                and Excellence: Liberating the NHS.
Surrey Community Healthcare: How                                                                 It is anticipated that these examples and
teams can support earlier identification of     In relation to the QIPP challenge, the NHS       initial phases of work will demonstrate
COPD patients and prevent avoidable             has been developing proposals to improve         which elements of supported self care and
admissions.                                     the quality and productivity of its services     chronic disease management for COPD are
                                                since the challenge was first articulated in     key components, and which approaches to
NHS West Sussex: Supporting people to           May 2009. The challenge is to ensure that        implementation are most effective.
self manage with clinical and behavioural       the NHS continues to make quality happen
interventions                                   during a period in which growth in
                                                expenditure on the NHS will be restricted
                                                despite increased demand.
Executive summary   7




Potential for future work                        • The optimal time and components of an
It is known that patients who understand           effective review from both patient and
what to do in the event of an exacerbation         clinician perspective
are more confident to seek help earlier and      • Practical ways of implementing this and
can avoid admissions, while regular                delivering it within existing resources
medication reviews and inhaler technique         • How to optimise medicines use and the
checks can help reduce waste in prescribing.       impact of doing so on cost, experience
It is also acknowledged that while it is           and use of other health care resources
critical to have access to tools like plans,     • The key components that need to be in
reviews and templates to help patients             place for patients to be able to effectively
manage their condition, effective                  self-manage and the benefits of doing so                       Phil Duncan
                                                                                                                  Director,
management needs to be underpinned by a                                                                           NHS Improvement -Lung
set of skills, an approach and an                This will allow the production of a model
infrastructure that will allow delivery. These   that demonstrates what needs to be in
components can be considered as:                 place for care to be delivered effectively and
                                                 how to implement it, to ensure that every
• The resources that patients need               minute of contact is used to maximum
• What professionals need to do                  effect, every time.
• The infrastructure that needs to be in
  place to facilitate to delivery

For patients to be effectively supported to      Catherine Blackaby
self care and for professionals to deliver       National Improvement Lead,
chronic disease management successfully          NHS Improvement – Lung
each of these components needs to be in                                                                           Catherine Blackaby
place. The challenge now is to identify how      Phil Duncan                                                      National Improvement Lead,
best to implement this consistently, reliably    Director, NHS Improvement - Lung                                 NHS Improvement – Lung
and cost effectively. Further work is also
required to identify the essential elements
and most effective means to put these into
practice, including:                               Components for effective delivery of supported self
                                                   care and ongoing management
• Planning for early intervention in the
  event of exacerbation
• Medicines management and good inhaler                                      Person who is informed,
                                                                            willing and able to self care
  technique
• Adequate time for regular review that
                                                                               What the person needs
  encompasses what is important to both                             e.g. written self management plan; regular review;
  the clinician and the patient/carer and                             rescue medication; medicines; point of contact;
  supports self management                                                knowledge; confidence; carer support
• Skills to deliver support, education and
  treatment                                                                      What we need to do
                                                               e.g. inhaler technique checks; annual holistic review, patient
                                                               led consultation, prescribing, listening, referral, identify risk,
As a result the workstream will now focus                         support smoking cessation, planning for exacerbations
on demonstrating how to improve
management and self care for people with
                                                                            What needs to be in place
COPD to reduce admissions, optimise                         e.g. motivational interviewing skills, 30 – 60 minute appointments,
medicines use and enhance patient                          data and information, access to specialist support, coding of patients
experience by testing:                                            and exacerbations, accurate diagnosis; ongoing training
8   Improvement stories: Improving patients’ ability to self manage




Improvement stories: Improving
patients’ ability to self manage

Key messages
• Just giving patients a plan and telling
  them what they should do probably
  won’t change behaviour
• Effort, time and skills are needed to
  build rapport and focus on the person’s
  own goals and motivation so that they
  want to do the right thing
• Different approaches work for different
  people
• We think that the more time you invest
  up front with people, the less frequently
  you will probably see them – we are
  testing how to achieve this and how to
  optimise resources




                                                        “ not the plan,
                                                        It’s
                                                         but the planning
                                                         that is important.
                                                                              ”
Improvement stories: Improving the patients’ ability to self manage                  9




‘Think ABC to self manage your COPD’ - one
practice’s approach to improve patients’
management of exacerbations
Veor Surgery, Camborne, Cornwall

What were the issues?                                                                       What we did
The Veor Surgery team wanted to test                                                        Initially, the team met and agreed its aims
whether chronic obstructive pulmonary                                                       and objectives; this was essential as it
disease (COPD) patients who had a self                                                      ensured all individuals stayed focused on
management plan, with courses of                                                            the task and would not get diverted into
antibiotics and steroids at home, could                                                     wider issues. Having identified the self
initiate medication early and so reduce                                                     management plan the task was then to
the need for hospital admission.                                                            identify those patients who would be
                                                                                            suitable for this type of patient pathway
The team already knew that early                                                            and invite those individuals for an
intervention reduces complications, but                                                     appointment. This took longer to
wanted to test whether a patient having                                                     arrange and organise and the impact of
a self management plan was sufficient                                                       patients who did not attend (DNA) was
and robust enough to enable them to                                                         significant as a longer appointment had
reliably and safely start their medication.                                                 been allocated.

Questions that arose from this initial        The team were anxious to identify             Once patients had committed to the
proposal included:                            suitable patients to test this approach. It   programme they were assessed and base
• Was it safe for patients to take this       was imperative to work with those             line data was taken using the COPD
  responsibility?                             individuals who would understand and          Assessment Test (CAT) score. To alleviate
• Would they understand?                      accept the responsibility for self            any patient anxieties about the risk of
• Would it create more work for the           management, in order to minimise any          rescue medication being inappropriately
  practice?                                   risks.                                        used, the practice established a safety net
• Would patients feel empowered?                                                            system which entailed seeing patients
                                              The decision was then taken to develop        two days after the self initiated therapy.
Where did we start from?                      and adapt the existing self management        This was to ensure the patients were
The team initially drew up a process map,     plan which had been generated by the          managing and that there were no existing
involving all team members and patient        local hospital respiratory nurse.             or further problems.
representation, to determine what
currently happens along the patient
journey. This highlighted the need to
identify which patients were being              Process mapping to understand what currently happens on the patient’s journey
admitted and who provides what type of
care at each stage, particularly following
admission. The practice computer
records provided the register of COPD
patients required and in order to include
house bound patients the community
matron was invited to be involved within
the team. It was found that the practice
records provided plenty of baseline data
to initially start the project and it was
agreed that this was an accurate source
of information.
10     Improvement stories: Improving the patients’ ability to self manage




A recording system was initiated in order      • Can patients understand the plan? If          • Keep numbers small and manageable
to identify major and minor significant          not, why not?                                 • Try and involve carers in the
events; it was also an opportunity to          • Why don’t they follow the plan?                 consultation so they know and
highlight that the self management plans       • Does early intervention increase or             understand what to do and why. It can
were working and working safely. Once            reduce practice work load?                      be frightening for the carer when their
data started to accumulate they were           • Are self management plans cost                  partner is unwell so ensure they know
then in a position to reflect back on the        effective?                                      who to contact when, and what to
previous year’s exacerbations and for          • Does early intervention reduce hospital         look out for
each current year for a patient as it arose.     admission?                                    • Having a contact person and/or number
                                               • Are patients happy with managing their          that is not the GP can encourage
As time went on, they worked through             own conditions?                                 people to get in touch. They may not
several amendments to the plan, as             • Have we done good or harm with self             want to trouble the GP with their
changes were identified based on                 management plans?                               query, but might feel happier talking to
patients’ experience and feedback.                                                               a nurse, especially one they know deals
                                               What have we learnt?                              with them when they are well
Where are we now?                              • Projects need to be flexible and be
The practice are now seeing patients             adaptive as they are tried out in real life   Above all try and answer the
shortly after they have self medicated and     • It is essential to have a close working
                                                                                               question you have proposed
are ensuring that they have used the self        team who understands the aim of the
management plan appropriately. It has            project in order to be its driving force      at the start of the project.
been noted that some patients do not             and to seek further improvement
contact the practice after starting            • Keeping focused on the aim of the             Contact
medication and when questioned explain           project can be challenging, particularly      Dr Peter Perkins, GP
that this is because they are feeling better     as projects generate lots of data and         Angie Bennetts, Advanced Nurse
now and did not want to bother the               then lots more questions                      Practitioner, Veor Surgery, Cornwall
doctor/nurse. As a single practice, the        • Which of these questions need                 Email:
numbers are small so it is difficult to          answering and which are for new               angie.bennetts@veor.cornwall.nhs.uk
quantify or prove the impact on                  projects?
admissions, but the team is confident          • Coding in a consistent manner is
they have avoided admissions for some            fundamental and recording of data on
patients. For example, one patient who           the computer system is paramount
had several admissions over the previous       • Finding time to explain plans is
four months successfully managed an              challenging, but important, to ensure
exacerbation at home just before                 that all patients understand the
Christmas which was very rewarding for           implications of a self management plan
the team.                                      • Safety nets are essential
                                               • Record all eventualities including
Work so far has identified other questions       successes and failures in order to learn
that arise from initiating self management       from them
action plans:
Improvement stories: Improving the patients’ ability to self manage             11




Embedding the use of effective self
management approaches in primary care
NHS Blackpool

What were the issues?
Blackpool has a relatively high recorded
prevalence of chronic obstructive
pulmonary disease (COPD) at 2.6%, an
estimated prevalence of 5.9%, a smoking
rate of 31% and the 15th highest
mortality rate for COPD out of 152
Primary Care Trusts (PCTs). COPD makes
a significant contribution to the area’s
lowered life expectancy and as such was
recognised as an area for improvement.
While Blackpool has the highest total
spend per 100,000 weighted population
of English PCTs, the proportion of spend
in primary care is relatively low. All these
factors suggested that there was
significant scope to improve care
planning approaches in primary care with
a view to increasing patients’ ability to
self manage and so reduce unplanned
admissions.

Where did we start from?
• In 2007/08, there were 599 COPD              What we did                              Patients also particularly liked the colour
  non-elective admissions costing              The team developed a self management     charts for sputum which they felt would
  £1.26 million                                plan through the respiratory steering    help them to identify problems quickly
• There was no formalised self                 group, which includes patient input as   and the visual aid colour chart was
  management plan or approach in               well as clinical representatives from    reported as easy and simple to use. Local
  routine use across the PCT area.             primary and secondary care and from a    contact numbers and services were also
• As part of a more integrated approach        range of different disciplines.          added as a specific request from both
  to COPD care, the team wanted to             The self management plan was tested in   patients and clinicians.
  improve both patient and clinician           four practices with the ‘Breathe Easy
  education in order to establish self         Group’ and adaptations were made         Patients named the plan ‘My Breathing
  management and embed it within               based on feedback before rolling out     Book’ and it is coloured blue to make it
  primary care so patients are able to         more widely.                             easily identifiable.
  manage their disease
                                               This highlighted issues around           A series of educational events for
                                               terminology as well as identifying the   stakeholders was provided, to ensure
                                               time and commitment required to          there was good level of awareness and
                                               implement it. For example, patients      understanding with regards to the self
                                               requested they change ‘MRC scale’ to     management approach and plan before
                                               ‘breathlessness scale’, and ‘sputum’     rolling it out.
                                               rather than using the term ’phlegm’.
12     Improvement stories: Improving the patients’ ability to self manage




Where we are now
The plan is initially being used to target
those most at risk of admission and the
combined predictive model is being used
to look for the most vulnerable group of
patients. It has been adopted so far by
all 22 practices and while it is too early to
say what impact it has had on admission
rates overall, one GP dedicated three
educational sessions to a patient who had
frequent problems in the previous 12
months. This has now prevented at least
one admission and embedded an
apparent change in understanding and
behaviour for that patient.

One practice is now testing group
sessions for patients as a means to
minimise the impact of any failures to
attend and to enhance the potential for
people to share experiences and provide
support.

Presently 40 plans are in place from the
original pilot with another 100 initiated
and data is still coming in from some of
the practices. It is also being used by
pulmonary rehabilitation, community
matrons, and the acute Trust.

To ensure that the self management plans
are being delivered appropriately and
uniformly, in order to underpin clinical
effectiveness and promote change.
changes to the way clinicians have
traditionally delivered learning are being
tested, including approaches used in
diabetes structured education.
                                                To do this effectively clinicians need skills   few practices. Standardisation in the
Some key aspects of this are:                   in setting measurable goals, negotiation,       consistent use of Read codes has been
• To find out what is important to the          and the ability to build rapport with the       agreed with all practices in order to
  patient, not what you think is                patients.                                       facilitate data capture and analysis. This
  important for them in order to establish                                                      will also allow tracking of unplanned
  meaningful goals and life style changes       To determine what impact the plan is            admissions for patients who have been
• For every piece of information you give,      having, the team is currently monitoring        given a self management plan and to
  make sure you get some information            admission rates on a high level. However,       explore and identify reasons in gaps in
  back                                          to be meaningful the impact needs to be         service or highlight any common trends.
• Try not to solve problems for people          identified at a more personal level so
  but encourage them to solve problems          work is currently being undertaken with a
  for themselves
Improvement stories: Improving the patients’ ability to self manage   13




By focusing on these few practices the         Similarly, the time required to deliver
team will also be able to quantify the         effective care planning for self
time required to plan effectively with         management is significant. For practices
patients and evaluate the impact on total      and other teams to take on this approach
contact time as well as secondary care         it requires compelling evidence that it
admissions.                                    does pay dividends, as well additional
                                               guidance on how to do it with existing
What we learnt                                 resources.
Involving all associated stakeholders,
including patients in developing the plan      Contact
ensures it has greater relevance to them       Ros Ince
and therefore there is greater                 Project Lead/Lead Nurse -
commitment to its value and use. The           Diabetes and Respiratory
testing process allowed clinicians to          Email: rosalyn.ince@blackpool.nhs.uk
experience the potential of the plan, and
to share knowledge and expertise with
colleagues at the launch of the project,
which was more powerful than just
providing research data or evidence. The
GP chair of the PBC endorsed the self
management plan and was actively
engaged in its launch and in promoting it
to all practices in Blackpool. One clinician
reported that investment in time was
essential in order to reap the rewards.

Clinical education is a vital component if
this approach is to be properly embedded
in practice. Just providing the self
management plans to patients will not
ensure its success. Clinicians need the
skills and confidence to take a different,
longer term approach in order to develop
rapport and instigate behaviour change
with patients.
14     Improvement stories: Improving the patients’ ability to self manage




How can support groups increase patients’
ability to self manage?
NHS Stoke on Trent and North Staffordshire Breathe Easy Group

What were the issues?
The Primary Care Trust (PCT) is rated 11th
highest for COPD risk nationally with
people 38% more likely to be admitted
to hospital with COPD than elsewhere in
the UK. Stoke on Trent is an area of high
significant deprivation where the public
are less likely to engage with statutory
authorities, to initiate change in lifestyle,
or engage in effective self care. Working
with the British Lung Foundation and the
local Breathe Easy North Staffordshire
(BENS) patient support group offered a
different route to increase self care and
promote healthy activity. It was also a
way to evaluate how support groups can
best add value for patients.

Where did we start from?                          Members of the community respiratory team joining Breathe Easy North Staffordshire at
• 2% recorded prevalence with estimated           a chronic obstructive pulmonary disease (COPD) awareness raising event in October 2010
  prevalence of 5% (rising to 6.3% by
  2020)
• Smoking prevalence of 30% compared
  to national average of 21%                    • A health care professional from the         • Monthly recording was implemented in
• Approximately 20 people from Stoke              specialist community respiratory service      order to capture the number of
  on Trent attended BENS meetings each            provides regular input to BENS group          members attending Breathe Easy North
  month at outset                                 meetings to answer questions and offer        Staffs meetings and the number of new
• There was significant variation in              additional advice                             members
  referral to/attendance at the local           • Testing the impact of including referral    • The Breathe Easy Group was involved in
  Breathe Easy group by practice                  to the group as part of active care           the official launch of the community
• Little knowledge and understanding of           planning and self management for a            respiratory service where they had a
  who attends groups, why people don’t            group of patients who have had                workshop to raise awareness of the
  attend, what is of greatest value to            exacerbations                                 group amongst healthcare professionals
  patients who do attend and no formal          • Establishing impact measures on the
  recording of the benefits people get            patient’s health status and confidence      Where we are now
  from being part of a group                    • Capacity was built in within the Breathe    • The attendance of a health care
                                                  Easy group in order to support the            professional at group meetings has
BENS did not monitor how those                    committee which included a new venue          highlighted how many concerns people
attending find out about the group or the         and better opportunities to promote           have, and their reluctance to approach
numbers of new members joining.                   the group via the community                   or voice these in ordinary consultations.
                                                  respiratory service and at pulmonary          Currently a list of frequently asked
What we did                                       rehab                                         questions are being determined from
• Established which practices do and do         • The development of a Breathe Easy             the meetings to identify any common
  not refer to the group and working to           welcome pack to be given out to new           themes and how they might be tackled
  raise awareness of the potential impact         members, and formalised the process         • Group members now have a slot on the
  peer support can have for their                 for recording new members and where           pulmonary rehabilitation programme to
  patients, and how this can be tested            they found out about the group                highlight BENS group and the
• Developed protocols to allow easy data                                                        additional support they can provide
  capture around membership
Improvement stories: Improving the patients’ ability to self manage                            15




                                                                                                                                                  • Personal health budgets are currently
BENS membership by postcode - August 2010                                                                                                           being tested to see what impact they
                          7                                                                                                                         have on supporting a person with
                                                                                                                                                    COPD to self manage
                          6
      Number of members




                          5                                                                                                                       What we learnt
                                                                                                                                                  • This is not a quick fix as the group only
                          4
                                                                                                                                                    meet once a month and it can take
                          3                                                                                                                         time to witness changes. Measuring
                                                                                                                                                    the impact has taken longer than
                          2
                                                                                                                                                    anticipated because of time factors and
                          1                                                                                                                         issues around data access. Evidence on
                                                                                                                                                    the group’s effectiveness depends both
                          0
                               Area A     Area B    Area C Area D            Area E       Area F   Area G Area H            Area I    Other
                                                                                                                                                    on patient feedback (for example
                                                                                                                                                    around confidence and health status)
                                                         Home postcode of members
                                                                                                                                                    and measures of use of health care
                                                                                                                                                    resources, such as appointments in
                                                                                                                                                    primary care, and self management of
Referral source for members
                                                                                                                                                    exacerbation. In order for this to
                          6
                                                                                                                                                    succeed strong links and two way
                          5                                                                                                                         communication must be present with
    Number of members




                                                                                                                                                    primary care and patient consent
                          4                                                                                                                       • Patients are more likely to raise
                          3
                                                                                                                                                    concerns in an informal environment
                                                                                                                                                    than in a formal consultation, which
                          2                                                                                                                         may highlight issues relating to clinical
                          1
                                                                                                                                                    care elsewhere in the system
                                                                                                                                                  • While groups are not for everyone,
                          0                                                                                                                         more patients could benefit from
                              Respiratory         Newspaper               Matron              Rehab                Hospital           Not given
                              Physiology                                                                                                            participation if professionals are aware
                                         Potteries
                                        Shopping
                                                             From
                                                            another
                                                                                    From a
                                                                                    friend
                                                                                                      GP surgery              Nurse
                                                                                                                                                    of their existence and consistently
                                                                  Referral source                                                                   promote theses groups within patient
                                                                                                                                                    support information
                                                                                                                                                  • It is proposed that further work over
Group membership by Stoke on Trent practice                                                                                                         the next six months will define how
                                                                                                                                                    support groups can enhance patient
                          6
                                                                                                                                                    engagement with self management
                          5                                                                                                                         and will specifically target one or two
    Number of members




                                                                                                                                                    key practices to focus work with
                          4
                                                                                                                                                    patients whose condition is more
                          3                                                                                                                         difficult to manage.

                          2                                                                                                                       Contact
                          1
                                                                                                                                                  Becky Gowers, Project Manager
                                                                                                                                                  Email: becky.gowers@blf-uk.org
                          0
                                     1              2                 3               4               5                 6               7
                                                                                                                                                  Sharon Maguire, Project Lead
                                                                                   Practice                                                       Email: sharon.maguire@stoke.nhs.uk
16     Improvement stories: Improving the patients’ ability to self manage




The role of secondary care in increasing consistent
use of self management plans to reduce out patient
attendance and emergency admission
Southampton University Hospitals NHS Trust

What were the issues?
Self management plans were not widely
established across Southampton
University Hospitals Trust and the Primary
Care Trust (PCT). Previously approaches
were variable, with disparate initiatives
and lack of overall coordination. Patients
were confused about how to access care
appropriately, particularly during
exacerbations. The goal was to work with
commissioners and other local providers
to agree a uniform approach and a
common plan.

Where did we start from?
• High prevalence of chronic obstructive
  pulmonary disease (COPD) modelled at
  6% with the PCT identified as a
  ‘hotspot’ for the highest rate of COPD
  admissions in the south of England
• Less than 10% of COPD patients under
  the hospital COPD team had active self
  management plans
                                             A discharge support plan was also            The possibility of developing a local,
What we did                                  developed which included a variety of        comprehensive integrated service which
We analysed attendance and admission         measures that should be in place for all     includes the hospital, community, primary
data for COPD patients using codes D39       COPD patients admitted. This work will       care, social and emergency services is
and D40 (admission with acute                also allow evaluation of how easy it is to   now being examined. The benefits of
exacerbation of COPD) and route of entry     implement and the impact it can have on      implementing this type of service would
to hospital.                                 readmissions.                                provide a patient centred approach
                                                                                          focusing on supported self management
This identified a group of 34 patients       Where we are now                             with access to an array of support
who accounted for 176 admissions in a        A simple self management plan has been       services via a single point 24/7.
12 month period. Each of these patients      developed for local use which it is hoped
had a one hour appointment with a            can be more widely adopted.
consultant and respiratory nurse, often in   How best to bring psychological therapy
their own home to help the team              input into the pathway is now being
understand why they were attending. It       explored as part of the patient
was also an opportunity to help the          assessment or follow up.
patient to understand their condition        Having identified a group of patients who
better and what to do in the event of an     frequently use urgent care, work has now
exacerbation. They were offered a            begun with the local ambulance service in
bespoke range of complex interventions       order to improve use of oxygen alert
and support in self management. These        cards, emergency oxygen therapy and
patients have subsequently only had eight    general communication around patients
admissions in 12 months, a reduction of      at risk of readmission.
90%.
Improvement stories: Improving the patients’ ability to self manage   17




What we learnt
Establishing the baseline data was time
consuming, but was essential to
understand:
• Who is being admitted most frequently
• Why they are being admitted,
  particularly from their point of view
• What is happening in the course of an
  admission to explain variation in length
  of stay and readmission
• Time spent with patients to explain
  their condition and understand their
  concerns pays dividends
• There are gaps and overlaps in the
  patient journey that need to be
  understood in order to make best use
  of available resources
• Ensuring a consistent discharge plan
  may reduce readmissions

It is also vital to work with colleagues,
commissioners and other partners
involved in service provision, to maximise
the resources already in place to ensure a
consistent and coordinated approach
both to self management and to
exacerbation management.

Contact
Dr Tom Wilkinson
Respiratory Physician
Email: t.wilkinson@soton.ac.uk
18   Improvement stories: Managing COPD




Improvement stories:
Managing COPD

Key messages
• Consistent recording of data across the       • It is important to work together to
  practice team is essential to allow             improve management of COPD and
  stratification, monitoring of deterioration     develop consistent and reliable
  and impact of changes in care                   approaches
• Inhaler technique is a key area for           • Understanding the current system and
  improvement in management – many                why things do or don’t work well is
  patients do not maintain correct                important before you start
  technique and many staff may not be           • Change is slow and depends on people
  demonstrating correctly. There may be           working together
  evidence of the cost effectiveness of         • Data is essential. There is plenty of it
  using trainer devices to improve                available but it is important to identify
  technique                                       what is most useful and how best to
• Take time to understand what is                 present it. Targeting patients or practices
  happening in your current system and            with high resource use can help show
  who is doing what. You may be able to           benefits more quickly
  do things more quickly, safely and
  reliably without additional resources
• Significant variation across primary care
  may not be immediately apparent.
  Identifying low prevalence, high
  admission rates and prescribing
  performance can help target efforts
  for improvement
Improvement stories: Managing COPD             19




Systematic review of patients’ inhaler
technique and medication use
Victoria Practice, Aldershot, Hampshire

What were the issues?                          • Common coding has been agreed for
The Victoria Practice is a five partner          all practice team members in order to
practice of 8,352 patients based in              identify and record exacerbations of
Aldershot. The practice was already              COPD more accurately. It was decided
actively managing its chronic obstructive        not to go back over previous records to
pulmonary disease (COPD) patients, but           update coding as this would have been
wanted to ensure it was making best use          a significant amount of work for
of available resources to deliver consistent     marginal benefit. This could also
high quality care. Evidence from a               highlight an increase in exacerbations
previous project on the Isle of Wight            but will allow analysis of the proportion
suggested inhaler technique and                  that result in admission
medication adherence could help improve        • Recording data such as prescribing
patient experience and reduce frequency          costs for respiratory medicines on a
or severity of exacerbation, and use of          statistical process control (SPC) chart
health care resources. The practice              provides a good visual indicator of the
wanted to explore how best to do this,           impact over time of regular review,         Where we are now
using existing skills within the practice,       optimising medication/device and            • Identifying the best pathway for
including their clinical pharmacist.             improving inhaler technique                   patients within primary care and how a
                                               • Information from the practice system is       practice team can best provide this.
Where did we start from?                         now being used to evaluate the impact         This includes looking at who does what
• Prescribing costs for respiratory              on admissions, medication use and             and how consistent the way of working
  medicine of £11,000 per month                  cost, and potentially appointment             is between different team members, in
• Practice COPD prevalence: 1.58% (15.8          usage (routine vs. urgent) as the project     order to achieve best use of skills and
  cases/1000 patients.)                          progresses                                    resources for maximum patient benefit
• Admission rate for COPD 10.6% (14
  admissions in last 12 months)
• Four patients had two or more
  admissions in previous 12 months                SPC chart: Respiratory drug costs for Victoria Practice
• Four patients accounted for nine
  admissions (out of a total from the
  practice of 14)
• Inhaler technique baseline: 66 patients
  with GOOD technique (663H) ; Ten
  with POOR (663I)

What we did
• The practice systematically checked
  inhaler technique and medication
  review during the COPD annual check
• Patients now complete a COPD
  Assessment Test (CAT) score at the start
  of their planned review and at recall
  after four weeks, where medication has
  been changed, to see what impact the
  change has had for them
20     Improvement stories: Managing COPD




What we learnt                                Contact
• Consistent coding in primary care           Clare Watson
  teams is essential in order to              Clinical Pharmacist Victoria Practice,
  understand current performance and          Medicines Management Pharmacist
  impact on patient care or outcomes          NHS Hampshire
• Regular consistent review of inhaler        Email: clare.watson2@nhs.net
  technique is essential as some patients
  do not maintain good technique and
  also for staff as they too need to be
  regularly updated
• The use of devices to support good
  technique is cost effective and certainly
  reinforces correct methods
• Patients need time to assimilate
  information: this team found it was
  good practice to allocate two thirty
  minute appointments with an interval
  of a few weeks allowing patients more
  time to consider what concerns they
  may have and how they are coping
  with medication or their condition,
  rather than one 60 minute
  appointment
• Longer appointments create a risk if
  patients do not attend so it is important
  to plan how this can be managed
• Other factors to consider:
  • How many patients have correct
    inhaler technique? and how many in
    the practice staff team?
  • How much is poor inhaler technique
    affecting patient adherence and
    prescribing costs? Poor technique
    may result in patients not using
    inhalers because they get no benefit
    or it could be increasing prescribing
    costs because medication is being
    wasted through ineffective use
  • How many exacerbations are patients
    actually having and how many result
    in admission? Good management
    may increase the number of recorded
    exacerbations but early identification
    and intervention could reduce the
    proportion that need to be admitted
Improvement stories: Managing COPD   21




How can respiratory specialists support primary care
to improve management and reduce admissions?
Imperial College Healthcare NHS Trust and Central London
Community Healthcare NHS Trust

What were the issues?
• Imperial College Healthcare NHS Trust
  (ICHT) is the UK's first and largest
  Academic Health Science Centre. Since
  2005, ICHT and Hammersmith and
  Fulham (H&F) Primary Care Trust (PCT)
  (now named Central London
  Community Healthcare NHS Trust) have
  been working in a coordinated
  partnership with the aim of improving
  services for patients with chronic
  obstructive pulmonary disease (COPD)
  and other chronic respiratory diseases
• According to the Quality and Outcomes
  Framework (QOF) 2007/08 there are
  1908 patients diagnosed with COPD in
  Hammersmith and Fulham (H&F),
  representing a prevalence of only 1%
• This is below the national average
  (1.6%) and is thought to be a
  significant underestimate; modelled
  prevalence predicts that the total
  number should be in the region of
  7,024 representing 3.7% prevalence        • As part of a much wider approach the
  overall                                     redesign of the delivery of care was
• Wide variation in prevalence across all     scrutinised in relation to how
  general practices, ranging from 0.5%        respiratory specialist nurses and
  to 2.4%                                     consultants could support primary care
• Even practices meeting 100% of their        to deliver evidence based chronic care,
  QOF targets as regards COPD diagnosis       anticipatory care and case management
  show low actual prevalence compared         for patients with COPD and asthma
  to that predicted                           working with clusters of practices
• No breakdown of the known COPD
  population by disease severity            Where did we start from?
• 28% of the local population               To ascertain a starting point a baseline
  (approximately 41,000 people) are         assessment was undertaken of respiratory
  smokers                                   competency with primary care staff which
• Commissioners were looking for a          included the delivery of workplace based
  reduction in COPD hospital admissions     and modular teaching on spirometry,
  of 50% by 2013 and 30% reduction in       COPD and asthma diagnosis and
  secondary care outpatient attendances     management. A baseline assessment was
  by December 2011. A 10% reduction         also established in relation to the QOF,
  in admissions and readmissions was        COPD, asthma registers, and degree of
  targeted for July 2011                    the National Institute for Health and
                                            Clinical Excellence (NICE)2010 compliance
                                            in management of COPD using the
                                            POINTS audit system. This has shown
                                            that management of these patients has
                                            significant scope for improvement.
22     Improvement stories: Managing COPD




What we did                                   It has now been agreed with the public          • Case management and anticipatory
As this was such a large scale project, it    health team for them to provide the               care for complex patients with onward
was imperative that efforts were targeted     required data to support the redesign             referral to community consultant clinic
and measurable. Initially process mapping     process, as use of POINTS is not seen as a      • A review of oxygen prescribing in the
commenced in relation to the open             likely long term solution. The possibility of     practice and gatekeeping methods
access spirometry and community               comparing data from matched practices           • Providing teaching sessions and ‘virtual
consultant clinics which calculated within    not receiving RNS support has been                clinics’ at practices, delivered by
the current systems the total amount of       raised as a method of having some                 community respiratory consultants
time it took for a patient to be referred,    control over the data.
seen and treated could be up to 12                                                            What we learnt
weeks. This also identified that the real     Where we are now                                • It is important to understand what is
time spent with the patient was only a        There has been considerable change                currently happening, and why. This
few hours.                                    within the PCT which has resulted in the          helped to highlight underlying problems
                                              level of administrative support not being         with the location and perception of one
The process mapping also identified areas     as originally envisaged. However despite          of the community clinics. It has also
in the system which needed more               this we have already witnessed a 27%              assisted in targeting practices where
detailed analysis in order to understand      reduction in the number of acute                  additional support is required and where
why it took so long and where delays          admissions for COPD in the first half of          the greatest impact will be seen
could be reduced or eliminated. In order      2010 compared to 2009/10, with a 20%            • Early and sustained engagement of key
to highlight where the greatest impact        reduction in secondary care clinic                stakeholders, particularly commissioners
could be achieved on reducing the             attendances.                                      and primary care, is vital to the success of
numbers of admissions in order to meet                                                          any integrated service; without this there
commissioner targets local practices were     A significant programme of work is                wouldn’t have been the investment
rated by highest total numbers of COPD        planned over the next six months to               necessary to move forward
admissions and secondary care referrals.      establish effective support to practices        • Managing change is extremely slow
A Pareto chart was then produced to           which includes:                                   and can prove to be difficult. Ensuring
identify which of the six practices should                                                      two way communication throughout
be first to receive respiratory nurse         • Establishing COPD and asthma clinics            the process is essential. Changing the
specialist ( RNS) support. Gantt charts for     to review patients (by priority) jointly        way the community respiratory service
the RNS were developed to ensure a              with practice nurse/nominated GP                works and communicating this to
consistent process when supporting            • Introducing the use of templates to             others was very challenging
practices.                                      guide COPD/asthma reviews                     • Data is crucially important but robust
                                              • Assuring smoking cessation support for          timely data is difficult to obtain; as
Sources of support were then determined         those still smoking                             clinicians there is a need to have
to assist the progress of this work which     • The introduction of appropriate READ            ownership of data and take
included using pharmaceutical industry          codes to prospectively record                   responsibility for it. There is plenty of
training packages and POINTS for primary        exacerbations                                   information out there, and other
care data. Apollo templates are currently     • The use of electronic pictorial COPD            people can help you get it and use it
being used for reviews as no funding was        and asthma self management plans              • Do not reinvent wheels; there are
available for roll out of other versions.       and prescription of rescue medication,          resources already available for training,
                                                incentivised by local ‘QOF-plus’                analysis and templates
Work also commenced with the local              arrangement                                   • Change can sometimes be seen as hard
public health team to identify appropriate    • An onward referral system to                    work and is best achieved with a team,
and feasible data collection. One of the        community pulmonary rehabilitation,             not alone
areas of work underway includes the             incentivised by local ‘QOF-plus’
provision of combined predictive                arrangements                                  Contact
modelling data to primary care to support     • Home review of housebound/exempted            Dr Irem Patel
proactive case management of patients at        patients                                      Consultant Respiratory Physician
risk of hospital admission.                   • A review of patients post exacerbation        Email: irempatel@nhs.net
Improvement stories: Managing COPD               23




Earlier identification of COPD patients and
preventing inappropriate admissions
Surrey Community Healthcare

What were the issues?                          What we did
Across Surrey there is a disparity of care     • Process mapping event held resulting in
and services provided, with a variance in        an action plan
performance and outcomes in both               • GP champions were identified for the
clinical and economic measures.                  Guildford cluster and Thames medical
However, there is also a widespread              cluster
desire and shared philosophy of sharing        • Cluster data charts were collated
best practice and reducing inequalities.       • Collaboration with the medicines
                                                 management respiratory lead in Surrey
The prime challenge was to avoid                 on GP, Quality Outcome Framework
unnecessary and costly admissions to             (QOF) days to market local
acute services, and to grasp the                 management guidelines (NICE 2010),
opportunity provided to ensure the               NHS Improvement - Lung pilot and
provision of high quality, efficient,            South East Coast respiratory
equitable service is available to all across     programme
the county for patients with chronic           • North west paramedic COPD champion
respiratory disease, so that improved            identified                                • An audit was carried out of GP
quality of care is delivered as available      • An A4 patient held health record with       surgeries which identified team input
budgets reduce.                                  essential respiratory information has       for each surgery
                                                 been developed for use across agencies    • Agreed referral criteria
Where did we start from?                         (message in a bottle and hospital         • Breathe Easy information updated on
All data is shown as an actual figure for        patient information systems) and            project also including the review of the
July 2010 and a rolling 12 months                disseminated and implemented across         new British Lung Foundation self
average which aims to reduce the effect          north west and south west Surrey            management literature
of the seasonal variation.

• Admission rate (weighted for expected
  COPD prevalence) = 4 / 1000                     An example of the dashboard used to monitor improvement over time
  population. Rolling 12 months average
  = 4.75 / 1000 population
• 30 day readmission rate = 25%. Rolling
  12 month average = 22%
• 90 day readmission rate = 46%. Rolling
  12 month average = 38%
• Cost of emergency admissions =
  £199,536. Rolling 12 month average =
  £290,484
• Bed days (weighted for expected COPD
  prevalence) = 17 / 1000 population.
  Rolling 12 month average of 32 / 1000.
• Average LOS 4.2 days. Rolling 12
  month average = 6.7 days
• 13% of the last 12 months admissions
  were accounted for by multiple
  attenders (2 or more attendances)
24    Improvement stories: Managing COPD




Where we are now                            What we learnt
• Progress has been slower than first       • Reducing admissions cannot be
  expected due to staff changes and the       achieved by one part of the pathway
  political climate                           working alone. Collaboration and
• Issues have been uncovered around           agreed processes across the acute,
  coding and releasing time to undertake      community and primary care settings
  the project work                            and the ambulance trust are vital. If any
• Work is ongoing to encourage and            of these areas is disengaged or does
  evaluate the dissemination of self          not have the capacity to work to
  management plans by the community           change then the project will falter
  respiratory team                          • Information governance restrictions
• Further work is needed to develop links     make it very difficult to share
  with primary care and identify more GP      information across organisations.
  COPD champions / leads within clusters      Professionals must be aware of what
  (with a particular focus on the             information they can and cannot share
  pathfinder consortia)                       without consent from the patient
                                            • In the current climate professionals are
Below is an example of the dashboard          being pressed to deliver more with less
used to monitor improvement over time.        resource; to ensure engagement you
This can be looked at by individual           have to give evidence that your project
practice level and includes a South East      is worth their time. Provide data such
Coast wide comparator.                        as cost of emergency admissions,
                                              length of stay, readmission rates and
                                              prescribing spend
                                            • Change takes time and commitment;
                                              changing outcomes relies on changing
                                              mindsets, not just processes

                                            Contact
                                            Vikki Knowles
                                            Community Respiratory Team Lead,
                                            Consultant Nurse
                                            Email: vikkiknowles@nhs.net
Improvement stories: Managing COPD                 25




Supporting people with moderate or severe COPD
to self manage through clinical and behavioural
interventions
NHS West Sussex

What were the issues?
The long term conditions programme had
undertaken a review of the admissions
and readmissions data for the Primary
Care Trust (PCT). The data indicated that
readmission rates remained high and that
length of stay was prolonged. A decision
was taken to ensure a range of
interventions were available to all patients
with chronic obstructive pulmonary
disease (COPD) as part of their ongoing
care, to improve their ability to manage
their condition and to reduce
readmissions.

Where did we start from?
Quarter 2 (Q2) 09/10
• Average length of stay (LOS) 8.5 days
• 30 day readmission rates were at 20%
• 90 day readmission rates were at 38%
• 135 bed days were used per 1,000
  COPD population
                                               • One of the initiatives which is planned   Where we are now
What we did                                      is to implement a cognitive behavioural   Due to the seasonal variation associated
• Established the project team and               therapy (CBT) group course specifically   with COPD where we were in July and
  working groups                                 for people with COPD. Work has begun      where we are now in February is not
• Established links with other similar           with the Time to Talk team at Sussex      comparable. Therefore Q2 09/10 with
  projects in the geographical area and          Community NHS Trust who will be           Q2 10/11 to ensure we are comparing
  across the country                             providing the service. So far referral    like with like.
• The recording of the project was set up        criteria for this service have been
  on the NHS Improvement System to aid           developed and work is ongoing to          • LOS was 6.5 days for Q2 10/11, 2 days
  communication amongst the team as              secure locations and publicise this         lower than the previous years Q2
  well as project planning and tracking          service                                   • 30 day readmission rates = 35%
  progress                                     • Two more initiatives, post exacerbation     although this dropped to 21% for Q3
• Plans were developed for the                   reviews and personalised care plans are   • 90 day readmission rates = 40% but as
  preparation phase: project plan, contact       to be delivered in primary care. Four       with 30 day readmission rates this has
  sheet, communication plan and data             GP practices have been identified to be     dropped for Q3 10/11 and now = 27%
  collection plan                                involved in developing this further       • Using SPC analysis is helping us to see
• A patient satisfaction survey was            • Another scheme is to provide selected       what is happening over time and where
  conducted using the LTC6                       patients with telehealth units which is     we can most effectively target our
  questionnaire amongst people with              currently in the process of securing        improvement efforts
  COPD in the county to establish a              funding                                   • Bed days per 1,000 COPD population
  baseline                                                                                   are steadily decreasing – this is likely to
• This helped identify a number of issues                                                    be due to the reduction in LOS
  to help improve care and support for
  people with COPD
26     Improvement stories: Managing COPD




What we learnt
• One of the most important pieces of
  learning gathered from this project was
  the use of a robust diagnostic phase.
  This is needed to establish the current
  situation and to discover where the
  underlying problems might lie. It is also
  important in its use as a method of
  measuring and demonstrating
  improvements
• The solutions must be tailored to
  population and specifically for the
  problem or gap identified
• It is important to identify individual(s) to
  drive the project forward. This is
  particularly apparent in the current
  state of reorganisation in the NHS as it
  is needed to keep the momentum of
  the project going, keep the team
  engaged and keep it a priority
• It is essential to have clear achievable
  objectives
• It is sensible to take advantage of
  engagement approaches that have
  proven successful in the past

Contact
Chloe Donald
Graduate Management Trainee
Email:
chloe.donald@westsussexpct.nhs.uk
Data   27




Data


Why is data so important?                        Data is important for improvement projects
If you don’t measure, how do you know            because it is not satisfactory to say “it feels
whether what you are doing is better,            better”, “I think it’s better”, or “it seems
worse or the same as it was last year? Or        better”. We need to establish factual data
better, worse or the same as what everyone       and measures to demonstrate what has
else is doing?                                   been achieved.

Data and measures are important to
demonstrate that change has occurred or
needs to occur, and it also helps to focus
improvement work effectively. NHS
Improvement focuses on the delivery of
quality measured improvements which are
aligned to national priorities and strategies.

In line with the national Quality Innovation
Productivity and Prevention (QIPP) agenda,
it is essential that all system changes are
measured and recorded. Whether the
change was a success or did not
demonstrate the anticipated outcomes, we
still need to demonstrate its effect and
learn from it.
28    What have we learned about data from the project sites?




What have we learned about data
from the project sites?

  National Programme Budget Interactive Atlas – http://nww.nchod.nhs.uk (NHS Network connections only)




1. Consider a needs assessment              The Atlas of Variation, developed by Muir     However the key learning is that often we
approach                                    Gray’s Right Care workstream is a good        do not know this variation exists, and
The overwhelming message from the           starting point to highlight key clinical      that by using the data more information
sites starting improvement work was that    variation, and the NCHOD Programme            is being uncovered about what is
there was difficulty in getting hold of     Budget Atlas builds on this, providing        happening in the site.
data and information. As work               information on admissions, length of stay,
commenced, sites reported limited access    outcomes and overall respiratory spend,       Analysts may be able to support and offer
to data on their day to day activity, and   plus functionality for mapping and            standardised data, which accounts for
very poor access to overall information     graphing the information at a PCT level.      social status, age and sex factors, to show
covering the respiratory pathway.                                                         the variation with control applied for
                                            2. Variation                                  these factors.
Fortunately, there are many resources       A key message from the sites is how to
available that can support sites to         understand the variation within their local   Projects are working to understand the
understand and compare their services to    systems, and to understand why there          reasons behind variation by asking the
others, and many of these are freely and    could be a difference in admissions,          question "why" there is a difference.
easily accessible.                          length of stay, or cost, between local        This helps us better understand the
                                            areas, GPs and healthcare providers, in       processes and provision of our services.
A detailed list of data resources is        order to improve the care for patients.
available on the NHS Improvement - Lung                                                   Within the projects in Southampton, a
website. Data is available nationally on    Much of the variation may be for valid        funnel plot and mapping technique was
prevalence, secondary care admissions       and explainable reasons. Often,               applied to show which practices had
and primary care that can be combined to    socioeconomic factors, such as smoking        significantly higher rates of admission
build a picture of local services.          rates, can greatly influence the levels of    compared to peers. It was found that
                                            healthcare need between different areas.      these practices were located in areas of
                                            Yet, it cannot explain all the variation.
What have we learned about data from the project sites?                     29




high social deprivation, and that the
teams were generally less likely to engage     Example of NHS Comparators mapping functionality
with patients in these areas for fear of
crime. The team agreed to explore what
other ways there may be to access
patients in these areas.

3. Prescribing savings
There have been significant financial
savings demonstrated from simple
approaches to medicines review.

Respiratory medicines information can be
obtained from the ePact system. The
reports generated by this system have
been used by pharmacy advisors working
with practices to monitor monthly
spending, and reductions in costs have
been shown. Examples of how this is
being used by Victoria Practice in
Hampshire are covered in their
improvement story on page 19.

4. Data sharing: local                       Having local access to HES, or the               short time periods. For example, length of
agreements needed                            admissions providers collect prior to            stay could be monitored on a per patient
The importance of sharing information        submission to HES, would be valuable to          basis.
and data across the health community         monitoring service improvement over
has been a key message from our
improvement projects. Integrated care
will give the best outcome for patients,       Example of statistical process control (SPC) chart – Charting can show process
but this message also applies to data.         information, such as the length of stay, in a way that offers more detail than typical
Without the sharing of information it is       performance measures such as averages can offer
not possible to show the whole picture
and what is involved in the care of the
patient. Healthcare providers need the
data for the whole pathway to
understand how their improvement work
is benefiting the patient.

Hospital admissions data can be freely
obtained from sources such as HES
(Hospital Episode Statistics), NHS
Comparators or in performance reports;
however this is often aggregated
information, and can be up to three
months old. The detail and timeliness
required for improvement projects implies
that sites should explore how to access
the data locally, collaborating with their
local data teams.
30     What have we learned about data from the project sites?




5. Primary care data doesn’t need to
be impossible                                 Example of QOF data
Primary care data is often seen as a
difficult area to extract, and some of the
sites found it difficult to access primary
care data at first. However, a number of
resources are easily available which can
provide a picture of primary care which is
valuable for improvement work.

QOF data is useful, particularly for
building evidence and understanding
around the diagnosis and community
parts of the patient pathway. QOF data is
particularly valuable when compared to
other indicators for COPD, such as
admissions, or expected prevalence.
Comparing the proportion of patients
predicted to have COPD against actual
reported COPD on QOF may highlight
areas of unmet need, find missing
populations, and suggest where to target
support and future work.                      NHS Comparators mapping example

It is important that sites using QOF review
any exception reports, as it is possible to
exclude patients.

NHS Comparators has been much
developed in the last year, and sites were
impressed with the information it
provided, which helped provide basic
benchmarking and comparison for
primary care.

Local investigation may reveal more
information. Project sites have found
value in interrogating the information
held within primary care systems. The
importance of accurate coding has been
emphasised by project sites, as they have
learned more about the exacerbations of
their patients by ensuring coding is
correct.
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects
Managing COPD as a long term condition: emerging learning from the national improvement projects

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Managing COPD as a long term condition: emerging learning from the national improvement projects

  • 1. NHS CANCER NHS Improvement Lung DIAGNOSTICS HEART LUNG STROKE NHS Improvement - Lung Managing COPD as a Long Term Condition: Emerging Learning from the National Improvement Projects
  • 2. Patients and their carers are the reason the health service exists and therefore they should be at the heart of our services. Service redesign and improvement generate opportunities to involve service users who will provide a different perspective on the service, so that we can better understand whether our service or improvements make any difference to the patient. Only when we understand patients’ needs – by asking them, not second guessing – can we work in a way that meets those needs and ensures they get maximum benefit from our service.
  • 3. 3 Managing COPD as a Long Term Condition - Emerging Learning from the National Improvement Projects Contents Foreword 4 Executive summary 5 Improvement stories: Improving patients’ ability to self manage 8 Key messages 8 ‘Think ABC To self manage your COPD’ – One practice’s approach to improve patients’ management of exacerbations: Veor Surgery, Camborne, Cornwall 9 Embedding the use of effective self management approaches in primary care: NHS Blackpool 11 How can support groups increase patients’ ability to self manage? NHS Stoke on Trent and North Staffordshire Breathe Easy Group 14 The role of secondary care in increasing consistent use of self management plans to reduce outpatient attendance and emergency admission: Southampton University Hospitals NHS Trust 16 Improvement stories: Management of COPD 18 Key messages 18 Systematic review of patients’ inhaler technique and medication use: Victoria Practice, Aldershot, Hampshire 19 How can respiratory specialists support primary care to improve management and reduce admissions? Imperial College Healthcare NHS Trust & Central London Community Healthcare NHS Trust 21 Earlier identification of COPD patients & preventing inappropriate admissions: Surrey Community Healthcare 23 Supporting people with moderate or severe COPD to self manage through clinical and behavioural interventions: NHS West Sussex 25 Data 27 Why is data so important? 27 What have we learned about data from the project sites? 28 Improvement stories: Turning data into information for improvement 33 Key messages 33 Understanding variation in primary care management of COPD - Using practice data to make the case for change: Leicestershire County & Rutland PCT in conjunction with OPC – Optimum Patient Care 34 Using information to target support to practices and patients, in order to reduce variation in diagnosis and management of COPD – NHS Sheffield 37 Top tips for COPD management projects 40 Top tips for service improvement 42 Contact details 44 Acknowledgements 45
  • 4. 4 Foreword Foreword Since July 2010, NHS Improvement – This publication contains information for Lung has worked with a number of healthcare professionals and those clinical teams across England as part of working in commissioning or interfacing the Department of Health Respiratory with COPD services. This includes those Programme. Its aim has been to support who are: the development of patient centred, evidenced based and clinically led services • Involved in the care of patients who by identifying and sharing innovative require COPD services ways to reduce variation in care and • Responsible for commissioning COPD improve the quality and experience of services Professor Sue Hill patients with chronic obstructive • Managing COPD services pulmonary disease (COPD). • Local or regional leads The national improvement projects have The project sites were encouraged to tested approaches at key stages of the employ a range of service improvement clinical pathways which have included: tools and techniques. These included process mapping, demand and capacity • Improving home oxygen services and data analysis, the application of Lean • Early accurate diagnosis principles, process redesign and the • Transforming acute care human dimensions of change. NHS • Managing COPD as a long term Improvement - Lung also supported the condition testing of new ideas and pathways • Improving end of life care through site visits and project team peer support. Dr Robert Winter Following the first six months of the improvement programme, this There are lots of practical examples within publication signals the mid-way point in this report to support clinical teams in the project cycle and has been written to delivering quality and productivity share the learning from the testing phase benefits to patients and a wider range of of the work. Through a series of case stakeholders. Over the next six months, studies and examples, it aims to highlight NHS Improvement – Lung will continue to areas of innovative and emerging good test the key principles for change and practice that can be used locally to deliver implementation. As this learning improvements for COPD patients and emerges, it will be shared with COPD their carers. services and the wider NHS. In order to address the paucity of current We would like to take this opportunity to evidence, particularly around the models thank the project sites for their hard and principles of implementation, the work, dedication and commitment and programme will continue to adapt and look forward to the full extent of the refine the learning. However, these improvement work as it comes to fruition. lessons will be of value now to any team working to improve the care it delivers and commissions for people with COPD. The publication contains a number of examples that demonstrate value for Professor Sue Hill money, increased productivity and Dr Robert Winter approaches that can sustain Joint National Clinical Directors improvements over the long term. for the Respiratory Programme
  • 5. Executive summary 5 Executive summary Chronic obstructive pulmonary disease Summary of emerging learning that issues of significance to the patient are (COPD) is a progressive disease and cannot The early learning from the project sites to also explored, and this is highlighting the be cured. However it can be treated, and date demonstrates some of the practical need to consider how best to provide with the right care the impact of the disease issues around implementing those elements regular review for those patients with co- can be modified1,2,3. In particular, effective of supported self care and good chronic morbidities. It is essential that support management of medications, regular disease management that we already know between reviews is also optimised, and early review, care planning and self management to be effective. This highlights not only indications are that a systematic approach can help people cope with their disease and what works and how people are doing it, to provision of rescue medication and reduce the need for hospital admission. but also what barriers still exist and where follow up for exacerbations can reduce we still need to find solutions to enable demand for GP urgent appointments or The intention of NHS Improvement - Lung’s people to adopt best practice. home visits, as well as admissions for some workstream on Managing COPD as a Long patients. Optimising medications use, along Term Condition is to demonstrate how self Improving people’s ability to self with systematic and opportunistic checks of management, regular review and medicines manage: Implementing effective support inhaler technique, and regular staff training management can best be delivered and for people to manage their condition more in how to demonstrate it, can further how they can affect outcomes and use of effectively requires time, excellent improve patient adherence and reduce healthcare resources. This in turn can communication and motivational waste, with cost savings of 10% improve patients’ experience, the interviewing skills, as well as focused effort. demonstrated in one site. progression of their disease and their need Early indications are that a comprehensive for hospital admission when their condition consultation of at least 30 minutes – and Use data to make a difference: COPD flares up. probably 45 to 60 minutes – is required to exacerbations are not consistently coded in establish rapport with the patient and general practice but addressing this allows The recently published outcomes strategy identify the issues that need to be rapid identification of patients whose for people with chronic obstructive addressed in order to have greatest impact. condition is beginning to deteriorate and of pulmonary disease (COPD) and asthma4 This is a challenge for teams to implement how well exacerbations are being managed. highlights the need to focus on high quality within existing resources and ways of doing A key indicator is the proportion of care and support, in particular the effective so need further exploration and testing. It exacerbations resulting in admission – good management of patients with COPD using also appears that working closely with a management means exacerbations are chronic disease management approaches. team and a group of patients appears to recognised, but early intervention should In this initial phase of the programme, the have greater impact than a large scale roll mean fewer admissions and lower length of projects have been exploring the reality of out of a common approach, which can take stay. Significantly more information is making this happen – systematically taking longer to become embedded in practice. available from primary care systems than is stock of current practice and understanding Various self management plans have been captured by practices’ Quality and how to ensure that patients receive optimal developed and are in use, and clear Outcomes Framework (QOF) score and this care, in a climate where there are limited documentation of a self management plan can be used to highlight how well COPD is resources. helps ensure a consistent approach, but the being managed across primary care, the real key is professionals’ approach to the marked level of variation that exists and the This interim publication summarises the planning that they do with the patient, impact that this has on secondary care use work of the projects at the mid point of rather than the plan documentation itself. and prescribing. While providing the data their duration, and highlights the early alone does not instigate change in practice, learning and emerging themes that will Management of COPD: Making time for it does allow a much more comprehensive inform the next stage of work. This learning a comprehensive consultation including self picture of the current position to be may also be helpful for both primary and management support ensures that patients’ developed and intervention to be targeted secondary care in supporting their regular reviews are of maximum value. to drive up quality and reduce waste. commissioning plans, with its emphasis on Various templates are becoming available to patient centred care and delivering the support clinical checklists, but it is important quality, innovation, productivity, prevention (QIPP) and safety agenda.
  • 6. 6 Executive summary Summary of projects Leicestershire County & Rutland Primary Many of the measures outlined in this Veor Surgery, Cornwall: Trialling a Care Trust with Optimum Primary Care: document are designed to support the NHS systematic approach to improving patients’ Understanding variation in primary care to meet the QIPP challenge, either by recognition and management of management of COPD and using practice identifying where resources might be exacerbations using self management data to make the case for change. released or by improving understanding of action plans and rescue medication. the key interventions that have greatest NHS Sheffield: Using information to effect. NHS Blackpool: Developed a target support to practices and patients, in comprehensive self management plan with order to reduce variation in the diagnosis Success for many of the Managing COPD patients and tested ways to embed use in and management of COPD. projects will be indicated by their impact on primary care. frequency or severity of exacerbation, and Quality Innovation Productivity and the proportion of exacerbations that result NHS Stoke on Trent & North Prevention (QIPP) and expected in admission, as well as by patient Staffordshire Breathe Easy Group: outcomes satisfaction measures. Exploring what impact patient support Demand for healthcare is increasing and groups can have on people’s use of health there are areas where we could increase the Early examples of QIPP impact include: care resources and their ability to self quality, efficiency and value for money of • A systematic approach to self manage. services as well as improving outcomes for management and early intervention for people with COPD. Efforts need to be exacerbation is beginning to demonstrate Southampton University Hospitals concentrated on three components to make a reduction in the proportion of NHS Trust: The role of secondary care in this possible. First, improving quality whilst exacerbations admitted, releasing improving patient self management to improving productivity, using innovation capacity in secondary care reduce outpatient attendance, emergency and prevention to drive and connect them. • In secondary care or specialist teams, admissions and readmissions. Second, having local clinicians and targeted intervention with those patients managers working together across who have repeated admissions is also Victoria Practice, Aldershot: Testing the boundaries to spot the opportunities and beginning to demonstrate reduction in impact of a practice clinical pharmacist in manage the change. Finally, to act now for admissions. systematically reviewing patient inhaler the long term. • Similarly systematic medicines technique and medication use to improve management, inhaler technique outcomes and make best use of resources. The ambition is to achieve efficiency savings education and medicines review is of up to £20 billion for reinvestment over delivering savings of 10% or around Imperial College Healthcare & Central the next four years. This represents a very £1,000 per month on respiratory chapter London Community Healthcare NHS significant challenge to be delivered prescribing for a practice Trusts: Exploring how respiratory specialists through the detailed work the NHS has can best support primary care to improve already undertaken on QIPP and the Further examples and more details are management and reduce admissions. additional opportunities presented in Equity contained in the improvement stories. and Excellence: Liberating the NHS. Surrey Community Healthcare: How It is anticipated that these examples and teams can support earlier identification of In relation to the QIPP challenge, the NHS initial phases of work will demonstrate COPD patients and prevent avoidable has been developing proposals to improve which elements of supported self care and admissions. the quality and productivity of its services chronic disease management for COPD are since the challenge was first articulated in key components, and which approaches to NHS West Sussex: Supporting people to May 2009. The challenge is to ensure that implementation are most effective. self manage with clinical and behavioural the NHS continues to make quality happen interventions during a period in which growth in expenditure on the NHS will be restricted despite increased demand.
  • 7. Executive summary 7 Potential for future work • The optimal time and components of an It is known that patients who understand effective review from both patient and what to do in the event of an exacerbation clinician perspective are more confident to seek help earlier and • Practical ways of implementing this and can avoid admissions, while regular delivering it within existing resources medication reviews and inhaler technique • How to optimise medicines use and the checks can help reduce waste in prescribing. impact of doing so on cost, experience It is also acknowledged that while it is and use of other health care resources critical to have access to tools like plans, • The key components that need to be in reviews and templates to help patients place for patients to be able to effectively manage their condition, effective self-manage and the benefits of doing so Phil Duncan Director, management needs to be underpinned by a NHS Improvement -Lung set of skills, an approach and an This will allow the production of a model infrastructure that will allow delivery. These that demonstrates what needs to be in components can be considered as: place for care to be delivered effectively and how to implement it, to ensure that every • The resources that patients need minute of contact is used to maximum • What professionals need to do effect, every time. • The infrastructure that needs to be in place to facilitate to delivery For patients to be effectively supported to Catherine Blackaby self care and for professionals to deliver National Improvement Lead, chronic disease management successfully NHS Improvement – Lung each of these components needs to be in Catherine Blackaby place. The challenge now is to identify how Phil Duncan National Improvement Lead, best to implement this consistently, reliably Director, NHS Improvement - Lung NHS Improvement – Lung and cost effectively. Further work is also required to identify the essential elements and most effective means to put these into practice, including: Components for effective delivery of supported self care and ongoing management • Planning for early intervention in the event of exacerbation • Medicines management and good inhaler Person who is informed, willing and able to self care technique • Adequate time for regular review that What the person needs encompasses what is important to both e.g. written self management plan; regular review; the clinician and the patient/carer and rescue medication; medicines; point of contact; supports self management knowledge; confidence; carer support • Skills to deliver support, education and treatment What we need to do e.g. inhaler technique checks; annual holistic review, patient led consultation, prescribing, listening, referral, identify risk, As a result the workstream will now focus support smoking cessation, planning for exacerbations on demonstrating how to improve management and self care for people with What needs to be in place COPD to reduce admissions, optimise e.g. motivational interviewing skills, 30 – 60 minute appointments, medicines use and enhance patient data and information, access to specialist support, coding of patients experience by testing: and exacerbations, accurate diagnosis; ongoing training
  • 8. 8 Improvement stories: Improving patients’ ability to self manage Improvement stories: Improving patients’ ability to self manage Key messages • Just giving patients a plan and telling them what they should do probably won’t change behaviour • Effort, time and skills are needed to build rapport and focus on the person’s own goals and motivation so that they want to do the right thing • Different approaches work for different people • We think that the more time you invest up front with people, the less frequently you will probably see them – we are testing how to achieve this and how to optimise resources “ not the plan, It’s but the planning that is important. ”
  • 9. Improvement stories: Improving the patients’ ability to self manage 9 ‘Think ABC to self manage your COPD’ - one practice’s approach to improve patients’ management of exacerbations Veor Surgery, Camborne, Cornwall What were the issues? What we did The Veor Surgery team wanted to test Initially, the team met and agreed its aims whether chronic obstructive pulmonary and objectives; this was essential as it disease (COPD) patients who had a self ensured all individuals stayed focused on management plan, with courses of the task and would not get diverted into antibiotics and steroids at home, could wider issues. Having identified the self initiate medication early and so reduce management plan the task was then to the need for hospital admission. identify those patients who would be suitable for this type of patient pathway The team already knew that early and invite those individuals for an intervention reduces complications, but appointment. This took longer to wanted to test whether a patient having arrange and organise and the impact of a self management plan was sufficient patients who did not attend (DNA) was and robust enough to enable them to significant as a longer appointment had reliably and safely start their medication. been allocated. Questions that arose from this initial The team were anxious to identify Once patients had committed to the proposal included: suitable patients to test this approach. It programme they were assessed and base • Was it safe for patients to take this was imperative to work with those line data was taken using the COPD responsibility? individuals who would understand and Assessment Test (CAT) score. To alleviate • Would they understand? accept the responsibility for self any patient anxieties about the risk of • Would it create more work for the management, in order to minimise any rescue medication being inappropriately practice? risks. used, the practice established a safety net • Would patients feel empowered? system which entailed seeing patients The decision was then taken to develop two days after the self initiated therapy. Where did we start from? and adapt the existing self management This was to ensure the patients were The team initially drew up a process map, plan which had been generated by the managing and that there were no existing involving all team members and patient local hospital respiratory nurse. or further problems. representation, to determine what currently happens along the patient journey. This highlighted the need to identify which patients were being Process mapping to understand what currently happens on the patient’s journey admitted and who provides what type of care at each stage, particularly following admission. The practice computer records provided the register of COPD patients required and in order to include house bound patients the community matron was invited to be involved within the team. It was found that the practice records provided plenty of baseline data to initially start the project and it was agreed that this was an accurate source of information.
  • 10. 10 Improvement stories: Improving the patients’ ability to self manage A recording system was initiated in order • Can patients understand the plan? If • Keep numbers small and manageable to identify major and minor significant not, why not? • Try and involve carers in the events; it was also an opportunity to • Why don’t they follow the plan? consultation so they know and highlight that the self management plans • Does early intervention increase or understand what to do and why. It can were working and working safely. Once reduce practice work load? be frightening for the carer when their data started to accumulate they were • Are self management plans cost partner is unwell so ensure they know then in a position to reflect back on the effective? who to contact when, and what to previous year’s exacerbations and for • Does early intervention reduce hospital look out for each current year for a patient as it arose. admission? • Having a contact person and/or number • Are patients happy with managing their that is not the GP can encourage As time went on, they worked through own conditions? people to get in touch. They may not several amendments to the plan, as • Have we done good or harm with self want to trouble the GP with their changes were identified based on management plans? query, but might feel happier talking to patients’ experience and feedback. a nurse, especially one they know deals What have we learnt? with them when they are well Where are we now? • Projects need to be flexible and be The practice are now seeing patients adaptive as they are tried out in real life Above all try and answer the shortly after they have self medicated and • It is essential to have a close working question you have proposed are ensuring that they have used the self team who understands the aim of the management plan appropriately. It has project in order to be its driving force at the start of the project. been noted that some patients do not and to seek further improvement contact the practice after starting • Keeping focused on the aim of the Contact medication and when questioned explain project can be challenging, particularly Dr Peter Perkins, GP that this is because they are feeling better as projects generate lots of data and Angie Bennetts, Advanced Nurse now and did not want to bother the then lots more questions Practitioner, Veor Surgery, Cornwall doctor/nurse. As a single practice, the • Which of these questions need Email: numbers are small so it is difficult to answering and which are for new angie.bennetts@veor.cornwall.nhs.uk quantify or prove the impact on projects? admissions, but the team is confident • Coding in a consistent manner is they have avoided admissions for some fundamental and recording of data on patients. For example, one patient who the computer system is paramount had several admissions over the previous • Finding time to explain plans is four months successfully managed an challenging, but important, to ensure exacerbation at home just before that all patients understand the Christmas which was very rewarding for implications of a self management plan the team. • Safety nets are essential • Record all eventualities including Work so far has identified other questions successes and failures in order to learn that arise from initiating self management from them action plans:
  • 11. Improvement stories: Improving the patients’ ability to self manage 11 Embedding the use of effective self management approaches in primary care NHS Blackpool What were the issues? Blackpool has a relatively high recorded prevalence of chronic obstructive pulmonary disease (COPD) at 2.6%, an estimated prevalence of 5.9%, a smoking rate of 31% and the 15th highest mortality rate for COPD out of 152 Primary Care Trusts (PCTs). COPD makes a significant contribution to the area’s lowered life expectancy and as such was recognised as an area for improvement. While Blackpool has the highest total spend per 100,000 weighted population of English PCTs, the proportion of spend in primary care is relatively low. All these factors suggested that there was significant scope to improve care planning approaches in primary care with a view to increasing patients’ ability to self manage and so reduce unplanned admissions. Where did we start from? • In 2007/08, there were 599 COPD What we did Patients also particularly liked the colour non-elective admissions costing The team developed a self management charts for sputum which they felt would £1.26 million plan through the respiratory steering help them to identify problems quickly • There was no formalised self group, which includes patient input as and the visual aid colour chart was management plan or approach in well as clinical representatives from reported as easy and simple to use. Local routine use across the PCT area. primary and secondary care and from a contact numbers and services were also • As part of a more integrated approach range of different disciplines. added as a specific request from both to COPD care, the team wanted to The self management plan was tested in patients and clinicians. improve both patient and clinician four practices with the ‘Breathe Easy education in order to establish self Group’ and adaptations were made Patients named the plan ‘My Breathing management and embed it within based on feedback before rolling out Book’ and it is coloured blue to make it primary care so patients are able to more widely. easily identifiable. manage their disease This highlighted issues around A series of educational events for terminology as well as identifying the stakeholders was provided, to ensure time and commitment required to there was good level of awareness and implement it. For example, patients understanding with regards to the self requested they change ‘MRC scale’ to management approach and plan before ‘breathlessness scale’, and ‘sputum’ rolling it out. rather than using the term ’phlegm’.
  • 12. 12 Improvement stories: Improving the patients’ ability to self manage Where we are now The plan is initially being used to target those most at risk of admission and the combined predictive model is being used to look for the most vulnerable group of patients. It has been adopted so far by all 22 practices and while it is too early to say what impact it has had on admission rates overall, one GP dedicated three educational sessions to a patient who had frequent problems in the previous 12 months. This has now prevented at least one admission and embedded an apparent change in understanding and behaviour for that patient. One practice is now testing group sessions for patients as a means to minimise the impact of any failures to attend and to enhance the potential for people to share experiences and provide support. Presently 40 plans are in place from the original pilot with another 100 initiated and data is still coming in from some of the practices. It is also being used by pulmonary rehabilitation, community matrons, and the acute Trust. To ensure that the self management plans are being delivered appropriately and uniformly, in order to underpin clinical effectiveness and promote change. changes to the way clinicians have traditionally delivered learning are being tested, including approaches used in diabetes structured education. To do this effectively clinicians need skills few practices. Standardisation in the Some key aspects of this are: in setting measurable goals, negotiation, consistent use of Read codes has been • To find out what is important to the and the ability to build rapport with the agreed with all practices in order to patient, not what you think is patients. facilitate data capture and analysis. This important for them in order to establish will also allow tracking of unplanned meaningful goals and life style changes To determine what impact the plan is admissions for patients who have been • For every piece of information you give, having, the team is currently monitoring given a self management plan and to make sure you get some information admission rates on a high level. However, explore and identify reasons in gaps in back to be meaningful the impact needs to be service or highlight any common trends. • Try not to solve problems for people identified at a more personal level so but encourage them to solve problems work is currently being undertaken with a for themselves
  • 13. Improvement stories: Improving the patients’ ability to self manage 13 By focusing on these few practices the Similarly, the time required to deliver team will also be able to quantify the effective care planning for self time required to plan effectively with management is significant. For practices patients and evaluate the impact on total and other teams to take on this approach contact time as well as secondary care it requires compelling evidence that it admissions. does pay dividends, as well additional guidance on how to do it with existing What we learnt resources. Involving all associated stakeholders, including patients in developing the plan Contact ensures it has greater relevance to them Ros Ince and therefore there is greater Project Lead/Lead Nurse - commitment to its value and use. The Diabetes and Respiratory testing process allowed clinicians to Email: rosalyn.ince@blackpool.nhs.uk experience the potential of the plan, and to share knowledge and expertise with colleagues at the launch of the project, which was more powerful than just providing research data or evidence. The GP chair of the PBC endorsed the self management plan and was actively engaged in its launch and in promoting it to all practices in Blackpool. One clinician reported that investment in time was essential in order to reap the rewards. Clinical education is a vital component if this approach is to be properly embedded in practice. Just providing the self management plans to patients will not ensure its success. Clinicians need the skills and confidence to take a different, longer term approach in order to develop rapport and instigate behaviour change with patients.
  • 14. 14 Improvement stories: Improving the patients’ ability to self manage How can support groups increase patients’ ability to self manage? NHS Stoke on Trent and North Staffordshire Breathe Easy Group What were the issues? The Primary Care Trust (PCT) is rated 11th highest for COPD risk nationally with people 38% more likely to be admitted to hospital with COPD than elsewhere in the UK. Stoke on Trent is an area of high significant deprivation where the public are less likely to engage with statutory authorities, to initiate change in lifestyle, or engage in effective self care. Working with the British Lung Foundation and the local Breathe Easy North Staffordshire (BENS) patient support group offered a different route to increase self care and promote healthy activity. It was also a way to evaluate how support groups can best add value for patients. Where did we start from? Members of the community respiratory team joining Breathe Easy North Staffordshire at • 2% recorded prevalence with estimated a chronic obstructive pulmonary disease (COPD) awareness raising event in October 2010 prevalence of 5% (rising to 6.3% by 2020) • Smoking prevalence of 30% compared to national average of 21% • A health care professional from the • Monthly recording was implemented in • Approximately 20 people from Stoke specialist community respiratory service order to capture the number of on Trent attended BENS meetings each provides regular input to BENS group members attending Breathe Easy North month at outset meetings to answer questions and offer Staffs meetings and the number of new • There was significant variation in additional advice members referral to/attendance at the local • Testing the impact of including referral • The Breathe Easy Group was involved in Breathe Easy group by practice to the group as part of active care the official launch of the community • Little knowledge and understanding of planning and self management for a respiratory service where they had a who attends groups, why people don’t group of patients who have had workshop to raise awareness of the attend, what is of greatest value to exacerbations group amongst healthcare professionals patients who do attend and no formal • Establishing impact measures on the recording of the benefits people get patient’s health status and confidence Where we are now from being part of a group • Capacity was built in within the Breathe • The attendance of a health care Easy group in order to support the professional at group meetings has BENS did not monitor how those committee which included a new venue highlighted how many concerns people attending find out about the group or the and better opportunities to promote have, and their reluctance to approach numbers of new members joining. the group via the community or voice these in ordinary consultations. respiratory service and at pulmonary Currently a list of frequently asked What we did rehab questions are being determined from • Established which practices do and do • The development of a Breathe Easy the meetings to identify any common not refer to the group and working to welcome pack to be given out to new themes and how they might be tackled raise awareness of the potential impact members, and formalised the process • Group members now have a slot on the peer support can have for their for recording new members and where pulmonary rehabilitation programme to patients, and how this can be tested they found out about the group highlight BENS group and the • Developed protocols to allow easy data additional support they can provide capture around membership
  • 15. Improvement stories: Improving the patients’ ability to self manage 15 • Personal health budgets are currently BENS membership by postcode - August 2010 being tested to see what impact they 7 have on supporting a person with COPD to self manage 6 Number of members 5 What we learnt • This is not a quick fix as the group only 4 meet once a month and it can take 3 time to witness changes. Measuring the impact has taken longer than 2 anticipated because of time factors and 1 issues around data access. Evidence on the group’s effectiveness depends both 0 Area A Area B Area C Area D Area E Area F Area G Area H Area I Other on patient feedback (for example around confidence and health status) Home postcode of members and measures of use of health care resources, such as appointments in primary care, and self management of Referral source for members exacerbation. In order for this to 6 succeed strong links and two way 5 communication must be present with Number of members primary care and patient consent 4 • Patients are more likely to raise 3 concerns in an informal environment than in a formal consultation, which 2 may highlight issues relating to clinical 1 care elsewhere in the system • While groups are not for everyone, 0 more patients could benefit from Respiratory Newspaper Matron Rehab Hospital Not given Physiology participation if professionals are aware Potteries Shopping From another From a friend GP surgery Nurse of their existence and consistently Referral source promote theses groups within patient support information • It is proposed that further work over Group membership by Stoke on Trent practice the next six months will define how support groups can enhance patient 6 engagement with self management 5 and will specifically target one or two Number of members key practices to focus work with 4 patients whose condition is more 3 difficult to manage. 2 Contact 1 Becky Gowers, Project Manager Email: becky.gowers@blf-uk.org 0 1 2 3 4 5 6 7 Sharon Maguire, Project Lead Practice Email: sharon.maguire@stoke.nhs.uk
  • 16. 16 Improvement stories: Improving the patients’ ability to self manage The role of secondary care in increasing consistent use of self management plans to reduce out patient attendance and emergency admission Southampton University Hospitals NHS Trust What were the issues? Self management plans were not widely established across Southampton University Hospitals Trust and the Primary Care Trust (PCT). Previously approaches were variable, with disparate initiatives and lack of overall coordination. Patients were confused about how to access care appropriately, particularly during exacerbations. The goal was to work with commissioners and other local providers to agree a uniform approach and a common plan. Where did we start from? • High prevalence of chronic obstructive pulmonary disease (COPD) modelled at 6% with the PCT identified as a ‘hotspot’ for the highest rate of COPD admissions in the south of England • Less than 10% of COPD patients under the hospital COPD team had active self management plans A discharge support plan was also The possibility of developing a local, What we did developed which included a variety of comprehensive integrated service which We analysed attendance and admission measures that should be in place for all includes the hospital, community, primary data for COPD patients using codes D39 COPD patients admitted. This work will care, social and emergency services is and D40 (admission with acute also allow evaluation of how easy it is to now being examined. The benefits of exacerbation of COPD) and route of entry implement and the impact it can have on implementing this type of service would to hospital. readmissions. provide a patient centred approach focusing on supported self management This identified a group of 34 patients Where we are now with access to an array of support who accounted for 176 admissions in a A simple self management plan has been services via a single point 24/7. 12 month period. Each of these patients developed for local use which it is hoped had a one hour appointment with a can be more widely adopted. consultant and respiratory nurse, often in How best to bring psychological therapy their own home to help the team input into the pathway is now being understand why they were attending. It explored as part of the patient was also an opportunity to help the assessment or follow up. patient to understand their condition Having identified a group of patients who better and what to do in the event of an frequently use urgent care, work has now exacerbation. They were offered a begun with the local ambulance service in bespoke range of complex interventions order to improve use of oxygen alert and support in self management. These cards, emergency oxygen therapy and patients have subsequently only had eight general communication around patients admissions in 12 months, a reduction of at risk of readmission. 90%.
  • 17. Improvement stories: Improving the patients’ ability to self manage 17 What we learnt Establishing the baseline data was time consuming, but was essential to understand: • Who is being admitted most frequently • Why they are being admitted, particularly from their point of view • What is happening in the course of an admission to explain variation in length of stay and readmission • Time spent with patients to explain their condition and understand their concerns pays dividends • There are gaps and overlaps in the patient journey that need to be understood in order to make best use of available resources • Ensuring a consistent discharge plan may reduce readmissions It is also vital to work with colleagues, commissioners and other partners involved in service provision, to maximise the resources already in place to ensure a consistent and coordinated approach both to self management and to exacerbation management. Contact Dr Tom Wilkinson Respiratory Physician Email: t.wilkinson@soton.ac.uk
  • 18. 18 Improvement stories: Managing COPD Improvement stories: Managing COPD Key messages • Consistent recording of data across the • It is important to work together to practice team is essential to allow improve management of COPD and stratification, monitoring of deterioration develop consistent and reliable and impact of changes in care approaches • Inhaler technique is a key area for • Understanding the current system and improvement in management – many why things do or don’t work well is patients do not maintain correct important before you start technique and many staff may not be • Change is slow and depends on people demonstrating correctly. There may be working together evidence of the cost effectiveness of • Data is essential. There is plenty of it using trainer devices to improve available but it is important to identify technique what is most useful and how best to • Take time to understand what is present it. Targeting patients or practices happening in your current system and with high resource use can help show who is doing what. You may be able to benefits more quickly do things more quickly, safely and reliably without additional resources • Significant variation across primary care may not be immediately apparent. Identifying low prevalence, high admission rates and prescribing performance can help target efforts for improvement
  • 19. Improvement stories: Managing COPD 19 Systematic review of patients’ inhaler technique and medication use Victoria Practice, Aldershot, Hampshire What were the issues? • Common coding has been agreed for The Victoria Practice is a five partner all practice team members in order to practice of 8,352 patients based in identify and record exacerbations of Aldershot. The practice was already COPD more accurately. It was decided actively managing its chronic obstructive not to go back over previous records to pulmonary disease (COPD) patients, but update coding as this would have been wanted to ensure it was making best use a significant amount of work for of available resources to deliver consistent marginal benefit. This could also high quality care. Evidence from a highlight an increase in exacerbations previous project on the Isle of Wight but will allow analysis of the proportion suggested inhaler technique and that result in admission medication adherence could help improve • Recording data such as prescribing patient experience and reduce frequency costs for respiratory medicines on a or severity of exacerbation, and use of statistical process control (SPC) chart health care resources. The practice provides a good visual indicator of the wanted to explore how best to do this, impact over time of regular review, Where we are now using existing skills within the practice, optimising medication/device and • Identifying the best pathway for including their clinical pharmacist. improving inhaler technique patients within primary care and how a • Information from the practice system is practice team can best provide this. Where did we start from? now being used to evaluate the impact This includes looking at who does what • Prescribing costs for respiratory on admissions, medication use and and how consistent the way of working medicine of £11,000 per month cost, and potentially appointment is between different team members, in • Practice COPD prevalence: 1.58% (15.8 usage (routine vs. urgent) as the project order to achieve best use of skills and cases/1000 patients.) progresses resources for maximum patient benefit • Admission rate for COPD 10.6% (14 admissions in last 12 months) • Four patients had two or more admissions in previous 12 months SPC chart: Respiratory drug costs for Victoria Practice • Four patients accounted for nine admissions (out of a total from the practice of 14) • Inhaler technique baseline: 66 patients with GOOD technique (663H) ; Ten with POOR (663I) What we did • The practice systematically checked inhaler technique and medication review during the COPD annual check • Patients now complete a COPD Assessment Test (CAT) score at the start of their planned review and at recall after four weeks, where medication has been changed, to see what impact the change has had for them
  • 20. 20 Improvement stories: Managing COPD What we learnt Contact • Consistent coding in primary care Clare Watson teams is essential in order to Clinical Pharmacist Victoria Practice, understand current performance and Medicines Management Pharmacist impact on patient care or outcomes NHS Hampshire • Regular consistent review of inhaler Email: clare.watson2@nhs.net technique is essential as some patients do not maintain good technique and also for staff as they too need to be regularly updated • The use of devices to support good technique is cost effective and certainly reinforces correct methods • Patients need time to assimilate information: this team found it was good practice to allocate two thirty minute appointments with an interval of a few weeks allowing patients more time to consider what concerns they may have and how they are coping with medication or their condition, rather than one 60 minute appointment • Longer appointments create a risk if patients do not attend so it is important to plan how this can be managed • Other factors to consider: • How many patients have correct inhaler technique? and how many in the practice staff team? • How much is poor inhaler technique affecting patient adherence and prescribing costs? Poor technique may result in patients not using inhalers because they get no benefit or it could be increasing prescribing costs because medication is being wasted through ineffective use • How many exacerbations are patients actually having and how many result in admission? Good management may increase the number of recorded exacerbations but early identification and intervention could reduce the proportion that need to be admitted
  • 21. Improvement stories: Managing COPD 21 How can respiratory specialists support primary care to improve management and reduce admissions? Imperial College Healthcare NHS Trust and Central London Community Healthcare NHS Trust What were the issues? • Imperial College Healthcare NHS Trust (ICHT) is the UK's first and largest Academic Health Science Centre. Since 2005, ICHT and Hammersmith and Fulham (H&F) Primary Care Trust (PCT) (now named Central London Community Healthcare NHS Trust) have been working in a coordinated partnership with the aim of improving services for patients with chronic obstructive pulmonary disease (COPD) and other chronic respiratory diseases • According to the Quality and Outcomes Framework (QOF) 2007/08 there are 1908 patients diagnosed with COPD in Hammersmith and Fulham (H&F), representing a prevalence of only 1% • This is below the national average (1.6%) and is thought to be a significant underestimate; modelled prevalence predicts that the total number should be in the region of 7,024 representing 3.7% prevalence • As part of a much wider approach the overall redesign of the delivery of care was • Wide variation in prevalence across all scrutinised in relation to how general practices, ranging from 0.5% respiratory specialist nurses and to 2.4% consultants could support primary care • Even practices meeting 100% of their to deliver evidence based chronic care, QOF targets as regards COPD diagnosis anticipatory care and case management show low actual prevalence compared for patients with COPD and asthma to that predicted working with clusters of practices • No breakdown of the known COPD population by disease severity Where did we start from? • 28% of the local population To ascertain a starting point a baseline (approximately 41,000 people) are assessment was undertaken of respiratory smokers competency with primary care staff which • Commissioners were looking for a included the delivery of workplace based reduction in COPD hospital admissions and modular teaching on spirometry, of 50% by 2013 and 30% reduction in COPD and asthma diagnosis and secondary care outpatient attendances management. A baseline assessment was by December 2011. A 10% reduction also established in relation to the QOF, in admissions and readmissions was COPD, asthma registers, and degree of targeted for July 2011 the National Institute for Health and Clinical Excellence (NICE)2010 compliance in management of COPD using the POINTS audit system. This has shown that management of these patients has significant scope for improvement.
  • 22. 22 Improvement stories: Managing COPD What we did It has now been agreed with the public • Case management and anticipatory As this was such a large scale project, it health team for them to provide the care for complex patients with onward was imperative that efforts were targeted required data to support the redesign referral to community consultant clinic and measurable. Initially process mapping process, as use of POINTS is not seen as a • A review of oxygen prescribing in the commenced in relation to the open likely long term solution. The possibility of practice and gatekeeping methods access spirometry and community comparing data from matched practices • Providing teaching sessions and ‘virtual consultant clinics which calculated within not receiving RNS support has been clinics’ at practices, delivered by the current systems the total amount of raised as a method of having some community respiratory consultants time it took for a patient to be referred, control over the data. seen and treated could be up to 12 What we learnt weeks. This also identified that the real Where we are now • It is important to understand what is time spent with the patient was only a There has been considerable change currently happening, and why. This few hours. within the PCT which has resulted in the helped to highlight underlying problems level of administrative support not being with the location and perception of one The process mapping also identified areas as originally envisaged. However despite of the community clinics. It has also in the system which needed more this we have already witnessed a 27% assisted in targeting practices where detailed analysis in order to understand reduction in the number of acute additional support is required and where why it took so long and where delays admissions for COPD in the first half of the greatest impact will be seen could be reduced or eliminated. In order 2010 compared to 2009/10, with a 20% • Early and sustained engagement of key to highlight where the greatest impact reduction in secondary care clinic stakeholders, particularly commissioners could be achieved on reducing the attendances. and primary care, is vital to the success of numbers of admissions in order to meet any integrated service; without this there commissioner targets local practices were A significant programme of work is wouldn’t have been the investment rated by highest total numbers of COPD planned over the next six months to necessary to move forward admissions and secondary care referrals. establish effective support to practices • Managing change is extremely slow A Pareto chart was then produced to which includes: and can prove to be difficult. Ensuring identify which of the six practices should two way communication throughout be first to receive respiratory nurse • Establishing COPD and asthma clinics the process is essential. Changing the specialist ( RNS) support. Gantt charts for to review patients (by priority) jointly way the community respiratory service the RNS were developed to ensure a with practice nurse/nominated GP works and communicating this to consistent process when supporting • Introducing the use of templates to others was very challenging practices. guide COPD/asthma reviews • Data is crucially important but robust • Assuring smoking cessation support for timely data is difficult to obtain; as Sources of support were then determined those still smoking clinicians there is a need to have to assist the progress of this work which • The introduction of appropriate READ ownership of data and take included using pharmaceutical industry codes to prospectively record responsibility for it. There is plenty of training packages and POINTS for primary exacerbations information out there, and other care data. Apollo templates are currently • The use of electronic pictorial COPD people can help you get it and use it being used for reviews as no funding was and asthma self management plans • Do not reinvent wheels; there are available for roll out of other versions. and prescription of rescue medication, resources already available for training, incentivised by local ‘QOF-plus’ analysis and templates Work also commenced with the local arrangement • Change can sometimes be seen as hard public health team to identify appropriate • An onward referral system to work and is best achieved with a team, and feasible data collection. One of the community pulmonary rehabilitation, not alone areas of work underway includes the incentivised by local ‘QOF-plus’ provision of combined predictive arrangements Contact modelling data to primary care to support • Home review of housebound/exempted Dr Irem Patel proactive case management of patients at patients Consultant Respiratory Physician risk of hospital admission. • A review of patients post exacerbation Email: irempatel@nhs.net
  • 23. Improvement stories: Managing COPD 23 Earlier identification of COPD patients and preventing inappropriate admissions Surrey Community Healthcare What were the issues? What we did Across Surrey there is a disparity of care • Process mapping event held resulting in and services provided, with a variance in an action plan performance and outcomes in both • GP champions were identified for the clinical and economic measures. Guildford cluster and Thames medical However, there is also a widespread cluster desire and shared philosophy of sharing • Cluster data charts were collated best practice and reducing inequalities. • Collaboration with the medicines management respiratory lead in Surrey The prime challenge was to avoid on GP, Quality Outcome Framework unnecessary and costly admissions to (QOF) days to market local acute services, and to grasp the management guidelines (NICE 2010), opportunity provided to ensure the NHS Improvement - Lung pilot and provision of high quality, efficient, South East Coast respiratory equitable service is available to all across programme the county for patients with chronic • North west paramedic COPD champion respiratory disease, so that improved identified • An audit was carried out of GP quality of care is delivered as available • An A4 patient held health record with surgeries which identified team input budgets reduce. essential respiratory information has for each surgery been developed for use across agencies • Agreed referral criteria Where did we start from? (message in a bottle and hospital • Breathe Easy information updated on All data is shown as an actual figure for patient information systems) and project also including the review of the July 2010 and a rolling 12 months disseminated and implemented across new British Lung Foundation self average which aims to reduce the effect north west and south west Surrey management literature of the seasonal variation. • Admission rate (weighted for expected COPD prevalence) = 4 / 1000 An example of the dashboard used to monitor improvement over time population. Rolling 12 months average = 4.75 / 1000 population • 30 day readmission rate = 25%. Rolling 12 month average = 22% • 90 day readmission rate = 46%. Rolling 12 month average = 38% • Cost of emergency admissions = £199,536. Rolling 12 month average = £290,484 • Bed days (weighted for expected COPD prevalence) = 17 / 1000 population. Rolling 12 month average of 32 / 1000. • Average LOS 4.2 days. Rolling 12 month average = 6.7 days • 13% of the last 12 months admissions were accounted for by multiple attenders (2 or more attendances)
  • 24. 24 Improvement stories: Managing COPD Where we are now What we learnt • Progress has been slower than first • Reducing admissions cannot be expected due to staff changes and the achieved by one part of the pathway political climate working alone. Collaboration and • Issues have been uncovered around agreed processes across the acute, coding and releasing time to undertake community and primary care settings the project work and the ambulance trust are vital. If any • Work is ongoing to encourage and of these areas is disengaged or does evaluate the dissemination of self not have the capacity to work to management plans by the community change then the project will falter respiratory team • Information governance restrictions • Further work is needed to develop links make it very difficult to share with primary care and identify more GP information across organisations. COPD champions / leads within clusters Professionals must be aware of what (with a particular focus on the information they can and cannot share pathfinder consortia) without consent from the patient • In the current climate professionals are Below is an example of the dashboard being pressed to deliver more with less used to monitor improvement over time. resource; to ensure engagement you This can be looked at by individual have to give evidence that your project practice level and includes a South East is worth their time. Provide data such Coast wide comparator. as cost of emergency admissions, length of stay, readmission rates and prescribing spend • Change takes time and commitment; changing outcomes relies on changing mindsets, not just processes Contact Vikki Knowles Community Respiratory Team Lead, Consultant Nurse Email: vikkiknowles@nhs.net
  • 25. Improvement stories: Managing COPD 25 Supporting people with moderate or severe COPD to self manage through clinical and behavioural interventions NHS West Sussex What were the issues? The long term conditions programme had undertaken a review of the admissions and readmissions data for the Primary Care Trust (PCT). The data indicated that readmission rates remained high and that length of stay was prolonged. A decision was taken to ensure a range of interventions were available to all patients with chronic obstructive pulmonary disease (COPD) as part of their ongoing care, to improve their ability to manage their condition and to reduce readmissions. Where did we start from? Quarter 2 (Q2) 09/10 • Average length of stay (LOS) 8.5 days • 30 day readmission rates were at 20% • 90 day readmission rates were at 38% • 135 bed days were used per 1,000 COPD population • One of the initiatives which is planned Where we are now What we did is to implement a cognitive behavioural Due to the seasonal variation associated • Established the project team and therapy (CBT) group course specifically with COPD where we were in July and working groups for people with COPD. Work has begun where we are now in February is not • Established links with other similar with the Time to Talk team at Sussex comparable. Therefore Q2 09/10 with projects in the geographical area and Community NHS Trust who will be Q2 10/11 to ensure we are comparing across the country providing the service. So far referral like with like. • The recording of the project was set up criteria for this service have been on the NHS Improvement System to aid developed and work is ongoing to • LOS was 6.5 days for Q2 10/11, 2 days communication amongst the team as secure locations and publicise this lower than the previous years Q2 well as project planning and tracking service • 30 day readmission rates = 35% progress • Two more initiatives, post exacerbation although this dropped to 21% for Q3 • Plans were developed for the reviews and personalised care plans are • 90 day readmission rates = 40% but as preparation phase: project plan, contact to be delivered in primary care. Four with 30 day readmission rates this has sheet, communication plan and data GP practices have been identified to be dropped for Q3 10/11 and now = 27% collection plan involved in developing this further • Using SPC analysis is helping us to see • A patient satisfaction survey was • Another scheme is to provide selected what is happening over time and where conducted using the LTC6 patients with telehealth units which is we can most effectively target our questionnaire amongst people with currently in the process of securing improvement efforts COPD in the county to establish a funding • Bed days per 1,000 COPD population baseline are steadily decreasing – this is likely to • This helped identify a number of issues be due to the reduction in LOS to help improve care and support for people with COPD
  • 26. 26 Improvement stories: Managing COPD What we learnt • One of the most important pieces of learning gathered from this project was the use of a robust diagnostic phase. This is needed to establish the current situation and to discover where the underlying problems might lie. It is also important in its use as a method of measuring and demonstrating improvements • The solutions must be tailored to population and specifically for the problem or gap identified • It is important to identify individual(s) to drive the project forward. This is particularly apparent in the current state of reorganisation in the NHS as it is needed to keep the momentum of the project going, keep the team engaged and keep it a priority • It is essential to have clear achievable objectives • It is sensible to take advantage of engagement approaches that have proven successful in the past Contact Chloe Donald Graduate Management Trainee Email: chloe.donald@westsussexpct.nhs.uk
  • 27. Data 27 Data Why is data so important? Data is important for improvement projects If you don’t measure, how do you know because it is not satisfactory to say “it feels whether what you are doing is better, better”, “I think it’s better”, or “it seems worse or the same as it was last year? Or better”. We need to establish factual data better, worse or the same as what everyone and measures to demonstrate what has else is doing? been achieved. Data and measures are important to demonstrate that change has occurred or needs to occur, and it also helps to focus improvement work effectively. NHS Improvement focuses on the delivery of quality measured improvements which are aligned to national priorities and strategies. In line with the national Quality Innovation Productivity and Prevention (QIPP) agenda, it is essential that all system changes are measured and recorded. Whether the change was a success or did not demonstrate the anticipated outcomes, we still need to demonstrate its effect and learn from it.
  • 28. 28 What have we learned about data from the project sites? What have we learned about data from the project sites? National Programme Budget Interactive Atlas – http://nww.nchod.nhs.uk (NHS Network connections only) 1. Consider a needs assessment The Atlas of Variation, developed by Muir However the key learning is that often we approach Gray’s Right Care workstream is a good do not know this variation exists, and The overwhelming message from the starting point to highlight key clinical that by using the data more information sites starting improvement work was that variation, and the NCHOD Programme is being uncovered about what is there was difficulty in getting hold of Budget Atlas builds on this, providing happening in the site. data and information. As work information on admissions, length of stay, commenced, sites reported limited access outcomes and overall respiratory spend, Analysts may be able to support and offer to data on their day to day activity, and plus functionality for mapping and standardised data, which accounts for very poor access to overall information graphing the information at a PCT level. social status, age and sex factors, to show covering the respiratory pathway. the variation with control applied for 2. Variation these factors. Fortunately, there are many resources A key message from the sites is how to available that can support sites to understand the variation within their local Projects are working to understand the understand and compare their services to systems, and to understand why there reasons behind variation by asking the others, and many of these are freely and could be a difference in admissions, question "why" there is a difference. easily accessible. length of stay, or cost, between local This helps us better understand the areas, GPs and healthcare providers, in processes and provision of our services. A detailed list of data resources is order to improve the care for patients. available on the NHS Improvement - Lung Within the projects in Southampton, a website. Data is available nationally on Much of the variation may be for valid funnel plot and mapping technique was prevalence, secondary care admissions and explainable reasons. Often, applied to show which practices had and primary care that can be combined to socioeconomic factors, such as smoking significantly higher rates of admission build a picture of local services. rates, can greatly influence the levels of compared to peers. It was found that healthcare need between different areas. these practices were located in areas of Yet, it cannot explain all the variation.
  • 29. What have we learned about data from the project sites? 29 high social deprivation, and that the teams were generally less likely to engage Example of NHS Comparators mapping functionality with patients in these areas for fear of crime. The team agreed to explore what other ways there may be to access patients in these areas. 3. Prescribing savings There have been significant financial savings demonstrated from simple approaches to medicines review. Respiratory medicines information can be obtained from the ePact system. The reports generated by this system have been used by pharmacy advisors working with practices to monitor monthly spending, and reductions in costs have been shown. Examples of how this is being used by Victoria Practice in Hampshire are covered in their improvement story on page 19. 4. Data sharing: local Having local access to HES, or the short time periods. For example, length of agreements needed admissions providers collect prior to stay could be monitored on a per patient The importance of sharing information submission to HES, would be valuable to basis. and data across the health community monitoring service improvement over has been a key message from our improvement projects. Integrated care will give the best outcome for patients, Example of statistical process control (SPC) chart – Charting can show process but this message also applies to data. information, such as the length of stay, in a way that offers more detail than typical Without the sharing of information it is performance measures such as averages can offer not possible to show the whole picture and what is involved in the care of the patient. Healthcare providers need the data for the whole pathway to understand how their improvement work is benefiting the patient. Hospital admissions data can be freely obtained from sources such as HES (Hospital Episode Statistics), NHS Comparators or in performance reports; however this is often aggregated information, and can be up to three months old. The detail and timeliness required for improvement projects implies that sites should explore how to access the data locally, collaborating with their local data teams.
  • 30. 30 What have we learned about data from the project sites? 5. Primary care data doesn’t need to be impossible Example of QOF data Primary care data is often seen as a difficult area to extract, and some of the sites found it difficult to access primary care data at first. However, a number of resources are easily available which can provide a picture of primary care which is valuable for improvement work. QOF data is useful, particularly for building evidence and understanding around the diagnosis and community parts of the patient pathway. QOF data is particularly valuable when compared to other indicators for COPD, such as admissions, or expected prevalence. Comparing the proportion of patients predicted to have COPD against actual reported COPD on QOF may highlight areas of unmet need, find missing populations, and suggest where to target support and future work. NHS Comparators mapping example It is important that sites using QOF review any exception reports, as it is possible to exclude patients. NHS Comparators has been much developed in the last year, and sites were impressed with the information it provided, which helped provide basic benchmarking and comparison for primary care. Local investigation may reveal more information. Project sites have found value in interrogating the information held within primary care systems. The importance of accurate coding has been emphasised by project sites, as they have learned more about the exacerbations of their patients by ensuring coding is correct.