Document Details
Title Transfer of Clinical Care Policy incorporating SBAR tool
Trust Ref No 1543-25204
Local Ref (optional)
Main points the document covers
The main aim of this policy is to ensure that all directorates have adequate arrangements to ensure effective handover of patients between clinical teams providing care for patients.
Who is the document aimed at?
This policy applies to all service directorates who have a responsibility for direct patient care.
Author Narinder Kular Nurse Consultant Community Paediatrics
Approval process
Approved by (Committee/Director)
Steve Gregory Quality & Safety Committee
Approval Date 08/09/2014
Initial Equality Impact Screening
Yes
Full Equality Impact Assessment
No
Lead Director Steve Gregory
Category Clinical
Sub Category All Clinical Services
Review date September 2017
Distribution
Who the policy will be distributed to
All Staff
Method Electronically via Datix web safety alert to senior staff, all staff via the Trust website, Mandatory training
Document Links
Required by CQC
Required by NHSLA This is a mandatory risk management policy for the NHSLA Risk Management Standards accreditation
Other
Amendments History
No Date Amendment
1 20.05.12 New Policy
2 21.5.12 Draft Copy email and face to face discussions with individual stakeholders
3 25.6.12 Final Amended after clinical policies V2
4 29.7.14 Reviewed up dated Clinical Policies incorporate SBAR tool V3
5
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
2 Shropshire Community Health
Index
1. Introduction ................................................................................................................... 3
2. Purpose ......................................................................................................................... 3
3. Definitions ..................................................................................................................... 3
4. Duties ............................................................................................................................. 5
4.1 Chief Executive ...................................................................................................... 5
4.2 Director of Nursing & Medical Director ............................................................... 5
4.3 Service Managers .................................................................................................. 5
4.4 All Clinical Staff ...................................................................................................... 5
5. Guidance on Clinical Transfers of Care ................................................................... 5
5.1. Handover requirements between all care settings, to include both giving and
receiving of information ................................................................................................... 6
5.2. How handover is recorded ...................................................................................... 6
5.3 SBAR Communication Tool ................................................................................. 7
5.4 What should an SBAR communication convey? .............................................. 7
5.5. Emergency and Out of Hours Transfer ................................................................. 8
5.6. Single Point of Referral ............................................................................................ 8
5.7. What if things go Wrong .......................................................................................... 9
6.Dissemination and Implementation ............................................................................ 9
7.Consultation ................................................................................................................. 10
8. Monitoring Compliance ............................................................................................. 11
9. References .................................................................................................................. 14
10. Associated Documents ........................................................................................... 14
Appendix 1 Transfer of Care Table Service Directories .......................................... 15
Appendix 2 - Form 1a Clinical Handover .................................................................... 21
Appendix 2 - Form 1b: SCHT SBAR Handover Record........................................... 22
Appendix 3 - Special Patient Notes ................................. Error! Bookmark not defined. Appendix 4 – Single Point of Referral Service Leaflet ............................................. 21
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
3 Shropshire Community Health
1. Introduction
Handover of care….when carried out improperly can be a major contributory factor to subsequent error and harm to patients. This is always been so, but its importance is escalating with the requirement for shorter hours for doctors and an increase in shift patterns of working.
Professor Sir John Lilleyman Medical Director
National Patient Safety Agency (2004) This policy has been developed to ensure that Shropshire Community Health Trust (SCHT) has in place a systematic approach for the clinical transfer of care of patients from one clinical team to another at shift change or to achieve the efficient transfer of patient from one care setting to another. Handover involves both the giving and receiving of information and is a two way communication process. Individuals and organisations have a shared responsibility to ensure that effective communication lies at the very heart of good patient care.
2. Purpose This policy applies to all clinical staff working within SCHT Trust within all Adult and Children’s services. This policy refers to clinical handover of patients and transfers to, from and between all the following Trust services:
Community hospitals wards
Community Inter-disciplinary teams
Specialist Services & teams (Children Adolescent Mental Heath Services (CAMHS), Prison Healthcare, Preventative services, Diagnostics, access to assessment, rehabilitation & treatment (DAART), Shropshire Enablement Team, Substance Misuse, Advanced Primary Care Services, Diabetes Nursing service, Continence Service, Podiatry, Minor Injury Unit’s, Therapy services)
Children’s Services
Dental This policy should be applied in conjunction with the Clinical Discharge of Patients Policy.
3. Definitions AMHS Adult Mental Health Service
AHPs Allied Health Care Professionals
APCS Advanced Primary Care Service
CAMHS Children Adolescents Mental Health Services
Carer The term carer is used as the generic term for relatives/friends/neighbours that are providing unpaid care to the patient. They may not necessarily be living in the same household as the person they are caring for.
CCNT Community Children’s Nursing Team
CMHT Community Mental Health Team
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
4 Shropshire Community Health
CNR Community Neuro Rehabilitation Team [Previously known as SET Shropshire Enablement Team]
CSMT Community Substance Misuse Team
DAART Diagnostic Assessment and Access to Referral and Treatment
DNAR DO NOT ATTEMPT TO RESUSCITATE
EIP Early Intervention Programme
EG Latin expression Exempli Gratia
EWS Early Warning Score
GP General Practitioner
Handover Will involve minimal disturbance to the patient’s activities of daily living. Does not prevent or hamper a return to their usual place of residence. Will not require a significant change in support offered to the patient or their carer in the community.
IDT Interdisciplinary Team
MIUs Minor Injury Units
Multi-Disciplinary Team (MDT)
The team of staff who contributes to the patient’s care and/or discharge. EG Doctors, Nurses, AHP’s, Health Care Assistants, Therapy assistants, Psychologist, Liaison Nurse., Social worker.
NHS National Health Service
NPSA National Patient Safety Agency
OoH Out of Hours [time period 18:30pm-08:00am]
Out of Hours Handover
A handover of information that takes place at night or weekends. [18:30-08:00 hours]
Patient
The People receiving clinical services from the Trust are referred to as patients.
SaTH Shrewsbury and Telford Hospitals
SBAR S = Situation B = Background A = Assessment R = Recommendation
SBAR is an easy to remember mechanism that can be used to frame communications or conversations. It is a structured way of communicating information that requires a response from receiver.
SCHT Shropshire Community Health Trust
SPR Single Point of Referral
Shropdoc GP OoH Provider in Shropshire & Telford
Shrop Shropshire
Transfer of Care
‘The transfer of professional responsibility and accountability for some or all aspects of care for a patient, or group of patients, to another person or professional group on a temporary or permanent basis’ NPSA
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
5 Shropshire Community Health
4. Duties
4.1 Chief Executive The Chief Executive has ultimate accountability for the strategic and operational management of the Trust, including ensuring there are effective and appropriate processes in place for the safe transfer of care for patients.
4.2 Director of Nursing & Medical Director The Director of Nursing & Medical Director have responsibility for ensuring that appropriate transfer of care processes for patients are in place and support patient safety at all times
4.3 Service Managers Service Managers are responsible for the day to day operational management of transfer of care processes for patients are in line with the policy and ensuring their teams are aware of the requirements of this policy
4.4 All Clinical Staff Clinical staff are key essential members in ensuring that safe and timely transfer of care takes place, and has the central role in coordinating the patient’s handover in the clinical environment. All clinical staff are required to comply with this policy and to report any patient transfer of care related issues to their line manager and to complete a Datix incident report in line with the Trust’s Incident reporting policy.
5. Guidance on Clinical Transfers of Care During a transfer, patients should be treated and cared for in such a way as to maintain:
Patient safety
Necessary treatment and care
Contact with appropriate staff
Dignity
Respect of individual needs
Contact with appropriate relatives and carers
Confidentiality of information on a need to know basis
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
6 Shropshire Community Health
5.1 Handover requirements between all care settings, to include both giving and receiving of information Individual clinical areas will have their own requirements for handover dictated by the clinical work, the number of patients involved, their geographical distribution and the working patterns of the staff. It is therefore not possible to be descriptive about all transfer of care arrangements but all directorates should have predetermined arrangements detailing how clinical handover will occur. Service Directorates must have in place procedures for clinical transfer of care handovers between all groups of clinical staff within each department. Handover arrangements need to be recorded in order to ensure consistent practice and enable audit which handover processes can subsequently be audited. The record should cover each tier of staff amongst whom handover occurs and include details of:
Who participates in handover
When handover will be conducted
What information is to be relayed
When handover will occur
How handover will be conducted
What information is to be relayed o Minimum dataset for patients handed over o Criteria for highlighting specific issues
How the information passed over at the handover of care is to be recorded for a permanent medico-legal record.
Lastly, handover is of little value unless action is taken as a result: For example:
- tasks should be prioritised - plans for further care are put into place - unstable patients are reviewed -
5.2 How handover is recorded Adequate documentation is an essential component of communication within the health care setting. The primary source of patient related information remains the patient’s medical record folder. Whilst notes taken by staff at clinical handover meetings may be helpful to them during their forthcoming shift, it is of paramount importance that all critical information relating to the clinical care of patient appears in his or her medical notes. Handover is a two way process. Good handover practice is characterised by the team who are taking over the patient’s care asking questions and having the opportunity to clarify points they are uncertain of. They should not be passive recipients of information. The SCHT transfer of care area’s in each service directorate is area summarised in appendix 1 ‘Transfer of Care table’; it is the duty of each clinical lead to advise on any changes that affect transfer of care to other services. The Clinical Transfer of Care Record Forms 1a and 1b as seen in appendix 2 should be used to record the handover of information which incorporates the SBAR tool; these forms can be adapted by each clinical lead to reflect the service delivery characteristics that may be pertinent to the service area transfer of care summary form.
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
7 Shropshire Community Health
As such, SBAR can be used very effectively to escalate a clinical problem that requires immediate attention, or to facilitate efficient handover of patients between clinicians or clinical teams.
The written documentation should be recorded using permanent ink and be readable when photocopied or scanned. It should be written clearly, legibly and in such a manner that they cannot be erased. Also, accurately dated, timed and signed (the signatory’s name must be printed at the side of the first entry or be matched to an authorised signatory list). The signatory’s designation / role must also be recorded (this can be alongside the signature or in a specific signature list held within the record).
5.3 SBAR Communication Tool Inadequate verbal or written communication is recognised as being the most common root cause of serious error - both clinically and organisationally. There are some fundamental barriers to communication across different disciplines and levels of staff. These include hierarchy, gender, ethnic background and differences in communication styles between disciplines and individuals. SBAR is an easy to remember mechanism that can be used to frame communications or conversations. It is a structured way of communicating information that requires a response from the receiver. As such SBAR can be used effectively to escalate a clinical problem that requires immediate attention (in conjunction with the EWS) protocol as deemed appropriate), or to facilitate efficient handover of patients between clinicians and clinical teams.
5.4 What should an SBAR communication convey? S: Situation
o Identify yourself and the site / unit you are calling from o Identify the patient by the name and the reason for your report o Describe your concern: Firstly describe the specific situation about which you are
calling, including patients name, consultant, patient location, resuscitation status and the vital signs
B: Background Give the reason for the patient’s admission
o Explain significant medical history o Describe your concern: Give the patient’s reason for admission (or
presentation/referral in community care settings)
o Overview of the patient’s background: admitting diagnosis, date of admission, prior procedures, current medications, allergies, pertinent laboratory results (including infections and or colonization) and other relevant diagnostic results.
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
8 Shropshire Community Health
For this, you need to have collected information from the patient’s nursing / medical / progress notes.
A: Assessment
Vital signs
Clinical impressions, concerns
Not only should clinician’s review findings from their objective assessment, these finding should also be consolidated with objective indicators, such as laboratory results.
R: Recommendation
o Explain what you need – be specific about request and time frame o Make suggestions o Clarify expectations: Finally, what is your recommendation? That is, what would
you like to happen by the end of the conversation with the clinician?
5.5. Emergency and Out of Hours Transfer For urgent or Out of Hour clinical handover of information, staff should use the “Special Patient Notes” and for sharing information to achieve continuity of care/anticipatory care planning such as a specific management plan.
Palliative care information – Just in case box, DNAR etc refer to appendix 3. To transfer information that can be accessed by Shropdoc (GP OoH Provider Shropshire & Telford). This process will ensure that a consistent approach is in place in the OoH period.
For urgent and OoH transfers, staff should use emergency transport, i.e. ring 999 to summon an ambulance.
For urgent or Out of Hour clinical handover of information, staff should use the ‘Flagging Form’ as seen in appendix 3, to transfer information about the patient onto the GP medical record, this information can then be accessed by Shropdoc (GP OoH Provider Shropshire).
This process will ensure that a consistent approach is in place in the OoH period. For urgent and OoH transfers, staff should use emergency transport, i.e. ring 999 to summon an ambulance.
5.6. Single Point of Access Not all clinical services currently offer access via SPR in SCHT; for those services that do Single Point of Referral provides one contact number for all referrers and will continue to provide systematic access to community nursing services, refer to appendix 4 SPR Service Leaflet.
This service is available to all Health Care Professionals. Patients who have end of life care needs, require catheter care or Warfarin Control also has access to SPR in order to provide an efficient response to their individual needs, and where care is being transferred from Children Nursing Service to Adult Nursing Teams.
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
9 Shropshire Community Health
The SPR does not exclude clinical conversations. A clinician from the referring service should always be encouraged where possible to have a clinical conversation to the agency where the referral is being made to discuss any issues that may arise pertaining to patients care.
5.7. What To Do If Things Go Wrong If the process of a transfer of a patient goes wrong, the staff involved must ensure they complete the Trust incident form in line with the SCHT incident policy.
6. Dissemination and Implementation This policy will be disseminated and implemented by the following methods:
Directors/Service Leads – to disseminate within their areas
Staff - via Team Brief process
Published to the SCHT Website
Training in the use of the SBAR tool can be accessed via the SBAR training Guide, which has been developed in conjunction with NHS Institute for Innovation and Improvement working closely with clinicians and other frontline staff in the NHS. SBAR resources include:
DVD containing a series of filmed scenarios highlighting the difference of communicating with or without SBAR
Series of filmed scenarios
PowerPoint presentation introducing SBAR
An SBAR e-learning module
SBAR prompt cards and pads SBAR resources are downloads at www.institute.nhs.uk/SBAR
7. Consultation
This policy is an updated version 3 and was circulated via:
E- mail/ Face to face contact with:
Dr Emily Peer Associate Medical Director General Practice
Cath Molineux Nurse Consultant Primary Care
Rachel Allen Head of Infection Prevention & Control
Sharon Boyle Team Leader, Advanced Nurse Practitioner (CCNT)
Alan Ferguson Records Manager and Quality Facilitator
Kate Hidden Team Leader, Children’s Occupational Therapy Services
Gilly Scott Clinical Lead Nurse MIUs and DAARTs
Peter Foord Corporate Risk Manager
Transfer of Clinical Care Policy Version V3
Review Date: September 2017
10 Shropshire Community Health
Elaine Edwards Nurse Director Shropshire Doctors Co-operative Ltd
Sarah Watson Single Point of Referral and Home Delivery Service Manager
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
11 Shropshire Community Health
8. Monitoring Compliance This policy will be reviewed and updated every two years or as changes in best practice standards, guidance or legislation occurs.
Compliance with this policy will be monitored according to the template below
Element to be
monitored
Lead Tool Frequency Reporting arrangements Acting on
recommendations and
Lead(s)
Change in practice and
lessons to be shared
The adoption of a standardised clinical transfer of care tool across SCHT localised to each clinical service area.
Service Managers
Patient records
audit
Annual
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Training in the use of SBAR for all registered clinical staff working in community hospitals and community care teams within SCHT
Service
Manager
Safer Care
SBAR
Implementation &
Training Guide
Once every 3
years
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Any changes to the
process will be identified as part of the audit and allocated to a relevant person(s) within a specified timeframe
Relevant clinical staff will be responsible for changes in the risk assessment. Lessons will be shared with all the relevant stakeholders.
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
12 Shropshire Community Health
Element to be
monitored
Lead Tool Frequency Reporting arrangements Acting on
recommendations and
Lead(s)
Change in
practice and
lessons to be
shared
Out of hours Transfer of Care information process
Service
Manager
Patient records
audit
Annual
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Any changes to the
process will be identified as part of the audit and allocated to a relevant person(s) within a specified timeframe
Relevant clinical staff will be responsible for changes in the risk assessment. Lessons will be shared with all the relevant stakeholders.
Information to be given to receiving healthcare professional
Service
Manager
Patient records
audit
Annual
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Any changes to the
process will be identified as part of the audit and allocated to a relevant person(s) within a specified timeframe
Relevant clinical staff will be responsible for changes in the risk assessment. Lessons will be shared with all the relevant stakeholders.
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
13 Shropshire Community Health
Element to be
monitored
Lead Tool Frequency Reporting arrangements Acting on
recommendations and
Lead(s)
Change in
practice and
lessons to be
shared
The review of audit data and the instigation of remedial action if deficits are identified.
Service
Manager
Patient records
audit
Annual
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Any changes to the
process will be identified as part of the audit and allocated to a relevant person(s) within a specified timeframe
Relevant clinical staff will be responsible for changes in the risk assessment. Lessons will be shared with all the relevant stakeholders.
Ensure sufficient resources are in place to enable clinical handover, staff training in clinical handover, and on-going evaluation of the effectiveness of clinical handover to occur.
Service
Manager
Patient records
audit
SBAR Tool
Training for
Staff
Annual
The audit report will be submitted to the Quality and Safety Group. The group is expected to read and interrogate the report to identify deficiencies in the system and act upon them
Any changes to the
process will be identified as part of the audit and allocated to a relevant person(s) within a specified timeframe
Relevant clinical staff will be responsible for changes in the risk assessment. Lessons will be shared with all the relevant stakeholders.
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
14 Shropshire Community Health
9. References
1. NHS Institute for Innovation and Improvement Safer Care SBAR Implementation and Training Guide (2010) 2. Safe handover, sage patients: Guidance on the clinical handover for clinicians and managers. BMA Juniors Doctors Committee (2004) 3. Department of Health Expert Group (2000) Organisation with a memory. London: National Patient Safety Agency 4. Hoban V (2003) How to….handle a handover. The Nursing Times 99: 54-5 5. Seven ways to no delays (2010) – NHS Institute for Innovation and Improvement 6. High Impact Actions – Ready to go: No delays – NHS Institute for Innovation and Improvement (2010)
10. Associated Documents Clinical Record Keeping Policy
Consent to Examination or Treatment Policy
Clinical Discharge of Patients Policy
Mental Capacity Act 2005 Policy
Safeguarding Adult Guidelines
Safeguarding Children & Young People Policy
Risk Management Strategy and Policy
Incident Reporting Code of Practice
Early Warning Score Protocol for Community Hospitals and Prisons the Detect Deteriorating Patient Infection Prevention & Control – Arrangements and Responsibilities
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
15 Shropshire Community Health
Appendix 1 Transfer of Care Table Service Directories
Area
From(Service)
To (Service)
Area
From(Service)
To (Service)
CAMHS & Specialist Psychology
External Placing local authority
Shropshire Private care provider
Child & Family Preventative Services
Midwifery Services Health Visiting
CAMHS & Specialist Psychology
CAMHS Tier 4 unit Child & Family Preventative Services
Out of Area Health Visiting
CAMHS & Specialist Psychology
CAMHS AMHS Child & Family Preventative Services
Health Visiting School Nursing
CAMHS & Specialist Psychology
CAMHS EIP Child & Family Preventative Services
Out of Area School Nursing
CAMHS & Specialist Psychology
CAMHS Shrop / T&W CAMHS elsewhere Child & Family Preventative Services
Out of Area Looked After Children
CAMHS & Specialist Psychology
CAMHS elsewhere CAMHS Shrop / T&W Child & Family Preventative Services
Family Nurse Partnership Health Visiting Services
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
16 Shropshire Community Health
Area
From(Service)
To (Service)
Area
From(Service)
To (Service)
Service Delivery, Integrated Care Services
IDT Nursing home
Service Delivery, Integrated Care Services
Acute IDTs DAART OOH
Service Delivery, Integrated Care Services
IDT Acute setting
Service Delivery, Integrated Care Services
IDTs ShropDoc
Service Delivery, Integrated Care Services
DAART Acute
Service Delivery, Integrated Care Services
IDTs Tissue viability service
Service Delivery, Integrated Care Services
DAART GP
Service Delivery, Integrated Care Services
Inpatient, acute services such as SaTH or University Hospital North Staffs
Shropshire Enablement Team
Service Delivery, Integrated Care Services
Falls GP
Service Delivery, Integrated Care Services
SET
Community MH or Department of Psychological Therapies
Service Delivery, Integrated Care Services
Out of hours nurses GP IDTs DAART
Service Delivery, Integrated Care Services
SET Substance Misuse Services
Service Delivery, Integrated Care Services
SET Social Services
Service Delivery, Integrated Care Services
APCS- services Shropshire Secondary Care - diagnostics
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
17 Shropshire Community Health
Area
From(Service)
To (Service)
Area
From(Service)
To (Service)
Service Delivery, Integrated Care Services
SET GP Service Delivery, Integrated Care Services
APCS services - Shropshire Back to GP- finished treatment
Service Delivery, Integrated Care Services
APCS services – Shropshire
APCS from referrers Service Delivery, Integrated Care Services
APCS Shropshire Back to GPs – not suitable for services e.g. warts etc
Service Delivery, Integrated Care Services
APCS services – Shropshire
Secondary care – from Triage
Service Delivery, Integrated Care Services
APCS Shropshire – particularly dermatology
Secondary care- triage – 2 week rule patients
Service Delivery, Integrated Care Services
APCS services – Shropshire
Secondary care- further treatment
Service Delivery, Integrated Care Services
SaTH hospital wards & departments
Diabetes Specialist Nursing (DSN) Service
Service Delivery, Integrated Care Services
Other Wheelchair Services if user moves into area
Wheelchair & Posture Service
Service Delivery, Integrated Care Services
North Staffordshire Hospital Trust
Diabetes Specialist Nursing Service
Service Delivery, Integrated Care Services
APCS services – Shropshire
APCS from referrers Service Delivery, Integrated Care Services
Podiatry & Foot Health Services – all staff
Referrals sent back to GP’s as inappropriate referral made in first instance
Service Delivery, Integrated Care Services
APCS services – Shropshire
Secondary care – from Triage
Service Delivery, Integrated Care Services
Podiatry & Foot Health Services - -all staff
Secondary care – Acute diabetic foot ulcer clinics
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
18 Shropshire Community Health
Area From(Service)
To (Service)
Area
From(Service)
To (Service)
Service Delivery, Integrated Care Services
APCS services – Shropshire
Secondary care- further treatment
Service Delivery, Integrated Care Services
Podiatry & Foot Health Services
Secondary care dermatology
Service Delivery, Children’s & spec services
Clients being released from prison
CSMT Service Delivery, Children’s & Specialist Services
Other drug service CSMT
Service Delivery, Children’s & Specialist Services
C.S.M.T Other drug services
Service Delivery, Integrated Care Services
Community wards Out of county transfers
Service Delivery, Children’s & Specialist Services
C.S.M.T CMHT Service Delivery, Integrated Care Services
Community wards From SATH
Service Delivery, Children’s & Specialist Services
C.M.H.T CSMT Service Delivery, Integrated Care Services
Community wards From SATH
Service Delivery, Integrated Care Services
Ward SaTH/Acute for diagnostics
Service Delivery, Integrated Care Services
Community wards From SATH
Service Delivery, Integrated Care Services
Community Nursing and specialist nursing
Care homes particularly nursing homes
Service Delivery, Integrated Care Services
APCS services – Telford & Wrekin
APCS from referrers
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
19 Shropshire Community Health
Area
From(Service)
To (Service)
Area
From(Service)
To (Service)
Service Delivery, Integrated Care Services
IDTs Social care Service Delivery, I Integrated Care Services
APCS services – Telford & Wrekin
Secondary care – from Triage
Service Delivery, Integrated Care Services
APCS services – Telford & Wrekin (Dermatology)
Secondary care- triage – 2 week rule patients
Service Delivery, Integrated Care Services
APCS services – Telford & Wrekin
Secondary Care - diagnostics
Children’s Medical and Therapy Services
Child development centre School / nursery Service Delivery, Integrated Care Services
APCS services – Telford & Wrekin
Secondary care- further treatment
Children’s Medical &Therapy Service
Consultant led out patient clinics
Any service available
Service Delivery, Integrated Care Services
APCS services – Telford & Wrekin
Back to GP- finished treatment
Children’s Medical and Therapy
Community Paediatric(T&W
Movement Centre RJAH Service Delivery, Integrated Care
MIU To A&E
Specialist Children & Young families Directorate
Acute Hospitals
Community Children’s Nursing Team
Specialist Children & Young families Directorate
Self Referral Community Children’s Nursing Team
Specialist Children & Young families Directorate
MIU Community Children’s Nursing Team
Service Delivery, Integrated Care Services
SaTH wards Community Hospital wards
Specialist Children & Young families Directorate
Health Visitors/ School Nurses.
Community Children’s Nursing Team
Specialist Children & Young families Directorate
GP/Shropdoc Community Children’s Nursing Team
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
20 Shropshire Community Health
Area
From(Service)
To (Service)
Area
From(Service)
To (Service)
Specialist Children & Young families Directorate
MIU Community Children’s Nursing Team
Service Delivery, Integrated Care Services
APCS- services Shropshire Secondary Care - diagnostics
Specialist Children & Young families Directorate
Health Visitors/ School Nurses.
Community Children’s Nursing Team
Service Delivery, Integrated Care Services
Podiatry & Foot Health Services – all staff
Referral for shared care with district nurses
Service Delivery, Integrated Care Services
SaTH wards Community Hospital wards
Transfer of Clinical Care Policy Version V2
Review Date: June 2017
21 Shropshire Community Health
________________________________ ________________________________
Appendix 2 – Form 1a Clinical Handover The SBAR tool originated from the US Navy and was adapted for use in healthcare by Dr M Leonard and colleagues from Kaiser Permanente, Colorado, USA
Situation: I am (nurse), (X) a nurse on ward (X) I am calling about (patient X) I am calling because I am concerned that….. (e.g. BP is low/high, pulse is XX temperature XX, Early Warning Score is XX)
S
Assessment: I think the problem is (XXX) and I have…. (e.g. given O2 / analgesia, stopped the infusion) OR I am not sure what the problem is but patient (X) is deteriorating OR I don’t know what’s wrong but I am really worried
A Recommendation: I need you to… Come to see the patient in the next (XX mins) AND Is there anything I need to do in the meantime? (e.g. stop the fluid/repeat the obs) R
Ask receiver to repeat key information to ensure understanding
Background: Patient (X) was admitted on (XX date) with (e.g. MI/chest infection) They have had (X operation / procedure/investigation) Patient (X)’s condition has changed in the last (XX mins) Their last set of obs were (XX) Patient (X)’s normal condition is… (e.g. alert/drowsy/confused, pain free)
B
22 Shropshire Community Health
Appendix 2 - Form 1b: SCHT SBAR Handover Record
Patient Details
Name: DOB: Address NHS No:
GP Details
Name: Practice: Fax Number:
Situation
Identify yourself the site/unit you are calling from
Identify the patient by name and the reason for your report
Describe your concern
Firstly, describe the specific situation about which you are calling, including the patient’s name, consultant, patient location, resuscitation status, and vital signs.
Background
Give the patient’s reason for admission (Or presentation/referral in community care settings)
Explain significant medical history
Overview of the patient’s background: admitting diagnosis, date of admission, prior procedures, current medications, allergies, pertinent laboratory results and other relevant diagnostic results. For this, you need to have collected information from the patient’s medical notes.
Assessment
Vital signs
Clinical impressions, concerns
Recommendation
Explain what you need – be specific about request and time frame
Make suggestions
Clarify expectations
Finally, what is you recommendation? That is, what would you like to happen by the end of the conversation with the clinician?
Any order that is given on the phone needs to be repeated back to ensure accuracy
Type of handover Verbal Face to face Telephone Fax Email Letter Handover given by (print name) …………………………….Designation…………………………… Handover received by (print name) ……………………………Designation………………………… Signature ………………………………
23 Shropshire Community Health
SPECIAL PATIENT NOTES
Please complete the Patient Details and the notes and fax them back to us for a patient to be flagged on our computer system. The instructions will be kept for future reference for as long as the notes are valid.
PATIENT DETAILS Male Female
SURNAME FIRST NAME
D.O.B TEL. No.
ADDRESS
POSTCODE
NHS No.
PATIENT NOTES
DATE:----------------------------- CATEGORY:---------------------------------- CLINICAL NOTE:------------
Please review this note in: 1 week 1 Month 3 Months 6 Months (please circle.)
Please remove this note in: 1 week 1 Month 3 Months 6 Months (please circle.)
SIGNED: POSITION:
The information contained in or attached to this document is intended only for the use of the individual or entity to which it is addressed. If you are not the intended recipient, or a person responsible for delivering it to the intended recipient, you are not authorised to and must not disclose, copy, distribute, or retain this message or any part of it.
This document may contain confidential information.
Shropdoc operates a policy of good practice around information sharing. The sender of this form assumes responsibility for sharing this information in accordance with the provisions of the Data Protection Act 1998, Caldicott Principles and NHS Good Practice Guidelines around patient consent and confidentiality.
If the form is sent electronically, it must be done from an nhs.net address.
ONE of the following categories MUST be selected;: ‘Child at Risk’, ‘Palliative Care’, ‘Addiction’, ‘ Mental Health’,
‘Violent Risk / Risk to HCP’, ‘Basic Notes (other e.g. telehealth)’
Appendix 3 – Shropdoc Flagging Guidelines
Single Point of Referral Service Leaflet 06-14
How to make a Referral
For all new community referrals and domiciliary phlebotomy
requests call Single Point of Referral 01952 607788
Referrer to identify service required
An operator will take your referral
What information will be required?
Patient Details to include NHS number
Referrer contact details
Environment / Access issues to include key codes
Hospital Admission details if applicable
Reason for referral
Already known to the community nursing service
A Community Nursing authorisation for administration of medication
Who can make a referral?
Any Healthcare Professional
Practice Admin Staff
Nursing Home Staff
Care Agencies
Voluntary Services
Patients with end of life / catheter issues
If you would like to make a compliment or complaint about the service. Please contact: Shropshire Community Health NHS Trust Halesfield 6 Telford Shropshire TF7 4BF Telephone: 01952 580322 Fax: 01952 580308
Single Point of Referral A Guide for Health Care Professionals
Single Point of Referral provides one contact number for all new referrals and will continue to
provide systematic access to
community nursing services.
T: 01952 607788 F: 01952 580308
Operational Hours:
M-F 08-00-18.00 Sa-Su-BH’s 08.00-17.00
Out of Hours please contact Shropdoc 08444 068 888
Back L- R: Julie, Sarah Watson – Service Manager and Nicola Front L-R: Gill, Sophie, Lucy and Karen
Appendix 4 – Single Point of Referral
25 Shropshire Community Health What is Single Point of Referral?
Single Point of Referral provides one contact number for all referrers and will continue to provide systematic access to community nursing services.
Who can use this service?
This service is available to all Health Care Professionals. Patients who have end of life care needs, require catheter care or Warfarin Control also have access to SPR in order to provide an efficient response to their individual needs
Benefits
Provides one number for access to services in the right place at the right time
Provides a pro-active and holistic approach to care
Provides a signposting service if required
Referral information taken by administration staff, to include the co-ordination of additional information eg authorisation to prescribe medication and EMIS summaries
Reduction in clinical time spent undertaking administrative tasks
Urgent referrals signposted / passed to teams efficiently and appropriately
Clinical support and guidance available at all times to support administration staff
Reduction in duplication of paperwork for patients already known to service
What services can I refer to through SPR?
Community Nursing Teams
Respiratory Nurses
Domiciliary Phlebotomy
Domiciliary Physiotherapy
Therapy Teams
Examples of Clinical Priorities
URGENT End of life care. Syringe drivers. Blocked catheters. Deep Vein Thrombosis (DVT). IV Therapy, Exacerbation of LTC Acute Illness etc
Once referral has been received by a nurse the patient will be seen and assessed within 1-3 hours
SEMI-URGENT Wound dressing (new, daily) Suture removal Non-acute Long-term conditions (LTC) Hospital discharges that need assessment within 24hrs.
Once referral has been received the patient will be seen and assessed that day or within 24hrs depending on information given by referrer
ROUTINE Ongoing monitoring of patients with a LTC. Ongoing preventative care/advice. Chronic disease management Planned ongoing care Routine injections eg B12, zoladex.
This will be determined on an individual patient basis guidance will be given by referrer.