Risk Objective Assessment for Discharge (ROAD) Evidence and Tools from a Literature Review

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Risk Objective Assessment for Discharge (ROAD) Evidence and Tools from a Literature Review Liz Lees Clinical Doctoral Research Fellow NIHR & University of Manchester & Heart of England NHS Foundation Trust

Todays Presentation Introducing my journey in context of research Canter through my Literature Review Bite sized chunks of the findings The evidence and tools Where next

The context of research & role Research development Expert clinical Service developments Practice development Leadership Education, training and curriculum development 3

Methodologists Research Methods Programme NIHRTCC Research Career Pathways Nurses, Midwives, Allied Health Professionals Clinical Academic Training NIHR/HEE Senior Clinical Lecturership -------------------------------------------------------------------------------------------------------------------- NIHR/HEE Clinical Clinician -------------------------------------------------------------------------------------------------------------------- Lectureship ------------------------------------------------------------------------------------------------------------------- NIHR/HEE Clinical Doctoral Research Fellowship ------------------------------------------------------------------------------------------------------------------- NIHR Masters Studentship in ------------ Health Economics or Medical Statistics NIHR Research Methods NIHR/HEE Masters in Clinical Research Fellowship and ------------------------------------------------------------------------------------------------------------------- Internship Healthcare Scientists Healthcare Science Programme NIHR/HEE Senior Clinical Lecturership NIHR/HEE HealthCare Science Post-Doctoral Fellowship NIHR/HEE HealthCare Science Doctoral Fellowship NIHR Knowledge Mobilisation Research Fellowship All Professions NIHR Fellowships, Professorships, Other Awards NIHR Research Professorship Doctors and Dentists NIHR Integrated Academic Training Programme NIHR Scientist Award NIHR In-Practice Fellowship NIHR Academic Clinical Fellowship Level of Award ---------------------------------------------------------------------------------------------------------- -- NIHR Clinical Trials Fellowship NIHR Senior Research Fellowship NIHR Career Development Fellowship NIHR Post- Doctoral Fellowship NIHR Transitional Research Fellowship NIHR Doctoral Research Fellowship NIHR Clinical Lectureship Chair Senior/ Pre- Chair Post Doctoral (early to senior) Doctoral Pre Doctoral Undergraduate

NIHR Fellowships 2014 External Research Fellowship (not NIHR) 28% NIHR Training Award 7% Academic Post Clinical Academic Post Clinical Only 37% PhD 16% MD 1% Academic 8% Clinical Academic 1% Clinical Only External Research Fellowship (not NIHR) NIHR Training Award PhD MD

The Fellowship Full time Fellowship 3 years Supervised by Professor Ann Caress and Janelle Yorke University of Manchester Aimed at Clinical Academic Career

Discharge planning: can my study make things better?

An improvement on this!

Early research thoughts The systematic use of a standardised patient risk assessment tool for discharge planning will improve; the identification, assessment and reassessment of patients' discharge issues - prior to discharge; reduce failed discharges/readmissions and lengths of stay in hospital

Initial Research Aims 1. To robustly develop items required for a discharge assessment tool (risk assessment/screening). 2. Conduct small scale feasibility testing in acute practice areas. 3. Refine the tool in line with patient experience and the hospital discharge process 4. Conduct large RCT following above tests

Literature Review Questions 1. What national policy currently exists to guide discharge planning assessments? 2. What is the discharge process used in emergency care to assess a patients needs prior to discharge? 3. What, if any risk tools exist to identify assess discharge needs for patients being admitted to emergency care? 4. What is known about the issues related to the use of discharge planning tools?

Policy Review England Ireland Scotland Wales

Risk as a phenomena Span enormous breadth of interrelated topics Risk is a characteristic or set of characteristics that are assessed as being risky if they are perceived as likely to impede discharge planning or result in an unwanted outcome post discharge.

Scope of Risk Assessment 1. Risk and readmissions 2. Risk and extended length of stay 3. Risk and resources post discharge 4. Risk and adverse outcomes (ex readmissions) 5. Risk and identification of discharge planning needs

Inclusion & exclusion of literature Inclusion Exclusion Patients in acute environment requiring discharge from hospital To identify items of risk to assist planning of discharge Aimed at reducing length of stay Not used in acute clinical area Another focus of risk; readmissions, general nursing assessments Functional decline Improving quality of assessment of risk for discharge Risk tool must be inuse Needs post discharge (assessment of services) Tool in in continued development

Key occupants of the literature Key developers: USA Pennsylvania (Holland & Bowles) Hong Kong (authors Yam & Wong) Key followers: Australia (Graham) Canada (Vancouver followers) Key implementer: Australia

Risk tools* Tools in evolution since 1998 arising from USA PRA Priority Risk Assessment UNAI Uniform Needs Assessment Instrument (33 questions, 5 pages) Gradually been reduced to 4 core questions DRS Discharge Risk Screening Implemented (badly) in Australia Sensitivity to respond to identified risk items NB: *specifically in relation to risk tools & planning for discharge

As a Scholar, in practice! That discharge planning has become a managed activity which has far too much emphasis on the organization, beds and capacity. And push and pull mentality Missing patient and carer perceived needs to form a realistic discharge plan. We must focus upon assessment skills.

What were the items on the tool? Issues with tools, in general: 1. The transferability of the tool 2. The specificity and sensitivity of items 3. The lack of reassessment 4. Staff compliance

Where next? Exploratory Case Study Methodology (Yin, 2009) Aim: To understand issues within an Acute Medicine Unit that would affect compliance in the implementation of a risk assessment tool (ROAD) Units of analysis 1. Staff with staff interactions 2. Staff and patient interactions 3. Patient and carer interactions 4. Management and staff interactions

Risk Objective Assessment for Discharge (ROAD) Evidence and Tools from a Literature Review Liz Lees Clinical Doctoral Research Fellow NIHR & University of Manchester & Heart of England NHS Foundation Trust lizlees@heartofengland.nhs.uk