Case Study: Whole Systems Rapid Improvement for Tameside and Glossop Transfer Services Key Ideas: Whole Systems, Lean principles, Rapid Improvement Events, Health Sector, NHS, PCT, Local Authority, Joint Funding, Transfer Services, Delayed Discharges, Blocked Beds, Patient Quality, Service Redesign, Intermediate, Tricordant Approach. Background Tricordant Ltd was commissioned by Tameside and Glossop PCT in January 2008 to facilitate a Lean Design Review for Intermediate, Transfer, Podiatry and Dietetics Services. The Transfer Service project was launched in collaboration with Tameside Metropolitan Borough Council. It was the first sub-project to be started and concluded in March 2008. This case study summarises the project background, process, outcomes, recommendations and expected benefits. The Transfer Service project had the following aim: To review Transfer Services as a whole system and understand how to significantly improve: The Patient experience and quality of outcomes when transferring into community social and health care Achieving right-first-time, on time, safe discharge The avoidable hospital re-admission rate The capture rate of patients entitled to services The project took into account the following background history and circumstances: The Transfer Service had been successfully jointly funded by the PCT and Local Authority (LA) Adult Services for over 10 years. The Community (Delayed Discharges Act) 2003 had made a defining impact on the current service, driving its current process and framing the relationship of the jointly funded Transfer Service with the local general hospital acute trust. The PCT, LA and acute trust had developed and signed a Joint Protocol for the Management of Delayed Transfers of and Reimbursement document in Dec 2005. It was a good, balanced document, but all its recommended processes had not been sustainably established. The current focus of time and effort between the parties was on understanding the delayed discharge statistics and pushing to resolve blocked beds. Conversations were therefore often reactive and pressured. There was a well-established interplay between the stakeholders, though individual relations were good and an ultimate emphasis on patient care was sustained. A recent coroners report following investigations into a series of unexpected deaths at the hospital following the discharge of elderly patients led to a Dignity in Action Plan which recommended, amongst many other things, actions for improving discharge processes and patient quality experienced upon transfer to intermediate care or community services. Age Concern s and PALS feedback had repeatedly raised worries about the effectiveness of the whole system surrounding discharge of elderly patients. Copyright, Tricordant Ltd., 2008 Page 1
Project Process The chart below outlines the project process followed: Planning Day Preparation (over c. 4 weeks) Scope of project Understand the target service Problem statement Plan the project Agree attendees Meet the people Multiple stakeholder interviews Walk the process Tentative whole work map Gather volume and performance data Workshop 1 Collate current issues Review current status and issues Review the whole system map Identify whole work units Improve organisation design Consolidate recommendations Workshop 2 Detail local whole system organisation design Organisation structures Skills and resources Performance measures Improvement proposals Action plan Implementation Planning Meeting Confirm whole system design Decide on recommendations Cost versus benefit? Detail action plan Create formal proposal The Transfer Service Whole System is depicted in the map below. A wide variety of some 63 transfer services staff and representative stakeholders from across the whole system were interviewed and then variously invited to the 2 workshop days facilitated by Tricordant. Transfer Service Whole System Map Feb 2008 Out of Area Hospitals Healthy or Selffunding Population Other routes Healthy or Selffunding Population NHS Continuing Health and Funded Nursing Shire Hill Intermediate care CARA Intermediate NHS Continuing Health and Funded Nursing Communitybased health care Mental Health MAU Acute Trust Wards Transfer Service Stroke Unit The Lakes Transition Beds 15 beds: Samford, Holmley, Fir Trees Communitybased health care Mental Health Age Concern A&E Fast Track palliative Adult Social Adult Social Learning Disability Learning Disability Physical and Sensory Disability Service Users Mental Health Liason Team Physical and Sensory Disability Service Users AACCTS Children Children Families and rs Copyright, Tricordant Ltd., 2008 Page 2
Current Health of the Whole System This Tricord Analysis summarises the views of the current transfer services, as a tripartite whole system, held by the people interviewed and which was debated further and confirmed at the workshops. Identity Disjointed heritage Changing organisations and Government Interventions Many stakeholders Triple Identity (Acute, PCT and Local Authority) Unclear core purpose Differing stakeholder purposes Differing stakeholder drivers Process seems to be independent of patient Strategy No obvious combined strategy or improvement plan No visible combined whole team objectives Budgets act as drivers Legislation acts as driver Strong NHS and LA values and ethics Dichotomy between patient care and available resources Many independent improvement initiatives Systems Technology Manual, Existing files, Swift, Lorenzo, Medway, phone Multiple databases Completion of assessments Processes Linear push processes Multiple handovers Multiple assessments Low visibility of whole Skills and Roles No combined objectives for personal development and assessment People are either LA or PCT employees with different terms, conditions, procedures, etc Measures Competing sets of measures Emphasis on blocked beds and delayed discharges (Appendix 2) Culture Professional pride Self-motivated in own areas Tension between patient care and processes Organisational tensions No overall performance drivers from within the teams, only local drivers Copyright, Tricordant Ltd., 2008 Page 3
Workshop Participation and Consensus-Building Over the two workshop days people engaged enthusiastically in reviewing the current whole system, applying Tricordant s set of whole system organisation design and Lean principles, and in seeking ways to achieve the project aims. People came to better see how they fit into the whole system and why a particular mind-set and culture has established itself between the various stakeholders. Each of the two workshops allowed people to work together in mixed small group solving the many issues in an holistic way. Mixed teams pitched their best suggestions for improvement, building up over the days a high degree of consensus on the way forward and a refreshed perspective on the full purposes of the system, and on better ways of co-working proactively. The pictures below show the participants at work: Whole Systems Review - Final Recommendations The final management meeting day, attended by the senior service leaders representing PCT Commissioning, PCT Delivery, TMBC Social Services and the Acute Trust, unanimously confirmed the following final set of recommendations to go forward for approval: 1. Transfer Service split into 2 multi-disciplinary whole work teams with clear leadership and measures 2. Split patients across the 2 teams based on adult medicine vs. elective surgical and orthopaedic wards. 3. Transfer Service teams to be more ward-based, finding and pulling patients into the service. 4. Process starts at patient admission. 5. Stream patients and agree different processes and pathways for each stream (e.g. those with a preexisting care worker vs. new patients) 6. Handover to community services at point of patient stability (depends on circumstances: 24 hours? first review?) 7. Wider virtual membership / nominated link staff (mental health, acute, other social services teams) Copyright, Tricordant Ltd., 2008 Page 4
8. Physical co-location of the wider discharge/transfer whole system. Acute and transfer services alongside each other sharing a single common set of data and charts 9. A control room with visual management boards and traffic light system 10. A balanced set of measures shared and agreed with all stakeholders 11. Clear communication and protocols between health and social care and the acute trust 12. Step-down re-ablement facility required 13. In-reach assessments by other teams coming and pulling patients through to their services (e.g. intermediate care, Physios and OTs) Systemic Benefits of Faster and Safer, Planned Discharges By December 2008 the following outcomes had been achieved: Tameside General Hospital official Sitrep performance on delayed transfers Before project - June and July 2007 av. = 4.8% (Centre of Average band nationally) After project June and July 2008 av. = 0.9% (In the top rank at Significantly better than average.) Average delayed discharges down from running at c. 20 to be consistently below 5 (see graph) Increase of 160% and 233% of patients being captured and assessed by transfer services team through A&E and Medical Assessment Unit respectively in the first month of the new model. Queue for patients awaiting funding approval eliminated Significantly improved partnership working with the hospital staff and team morale is much better Improved reputation of the team with clinical staff We have coped with winter pressures significantly better. Number of Delayed Discharges at Thursday each Week Delayed Discharges at Thursday of each Week 35 30 Data before the project 25 Number of Delayed 20 15 10 Data a year later after the project 5 0 03/04/2008 10/04/2008 17/04/2008 24/04/2008 01/05/2008 08/05/2008 15/05/2008 22/05/2008 29/05/2008 05/06/2008 12/06/2008 19/06/2008 26/06/2008 03/07/2008 10/07/2008 17/07/2008 24/07/2008 31/07/2008 07/08/2008 14/08/2008 21/08/2008 28/08/2008 04/09/2008 11/09/2008 18/09/2008 25/09/2008 02/10/2008 09/10/2008 16/10/2008 23/10/2008 30/10/2008 06/11/2008 13/11/2008 20/11/2008 27/11/2008 04/12/2008 11/12/2008 18/12/2008 25/12/2008 01/01/2009 08/01/2009 15/01/2009 22/01/2009 29/01/2009 05/02/2009 12/02/2009 19/02/2009 26/02/2009 05/03/2009 12/03/2009 19/03/2009 26/03/2009 Thursday of the Week 2008/09 2007/08 Contacts If you would like to learn more about this case study, please contact: Simon Thane, Director, Tricordant Ltd, simon@tricordant.com, Tel: 07989 112062. Copyright, Tricordant Ltd., 2008 Page 5