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Introduction to the clinical philosophy and pathway. presentation only
1. Training pack for practices
Introduction to the clinical
philosophy and pathway
2. Contents
ā¢ Introducing the clinical philosophy and the
concept of care pathways
ā¢ The clinical philosophy in a wider NHS
context
ā¢ The care pathway in the prototypes
ā¢ Patients under capitation / pathway. Patients
outside capitation / pathway
ā¢ Key messages
3. The clinical philosophy
ā¢ Holistic approach to planning care for
patients
ā¢ Promoting a long term preventive approach
based on individual need and risk
ā¢ Focussing on outcomes and effectiveness
ā¢ Encouraging patients to take responsibility for
protecting and maintaining their own oral
health, with support from the practice dental
team
ā¢ Providing all necessary treatment
4. The care pathway
ā¢ The clinical philosophy is delivered via a care
pathway approach
ā¢ Care pathways are not inflexible protocols,
they describe the evidence based steps or
stages which will take a patient towards an
expected or planned outcome with the
maximum degree of certainty
ā¢ Deviation is acceptable
6. Contents
ā¢ Introducing the clinical philosophy and the
concept of care pathways
ā¢ The clinical philosophy in a wider NHS
context
ā¢ The care pathways in the prototypes
ā¢ Patients under capitation / pathway. Patients
outside capitation / pathway
ā¢ Key messages
8. Five Year Forward View
ā¢ āā¦radical upgrade in prevention and public
healthā
ā¢ āā¦when people do need health services,
patients will gain far greater control of their
own careā
ā¢ āThe NHS will take decisive steps to break
down the barriers in how care is providedā
ā¢ āIntegrated careā
9. Five Year Forward View
ā¢ āā¦radical upgrade in prevention and public
healthā
ā¢ āā¦when people do need health services,
patients will gain far greater control of their
own careā
ā¢ āThe NHS will take decisive steps to break
down the barriers in how care is providedā
ā¢ āIntegrated careā
12. Five Year Forward View
ā¢ āā¦radical upgrade in prevention and public
healthā
ā¢ āā¦when people do need health services,
patients will gain far greater control of their
own careā
ā¢ āThe NHS will take decisive steps to break
down the barriers in how care is providedā
ā¢ āIntegrated careā
14. Patient Journey
Every patientās journey should begin with a
visit to his or her primary care practitioner
The patient should receive information on
their individual oral health status and risk of
dental disease together with tailored
preventive advice on what they can do to
maintain.
If the patient requires further treatment, they
will be referred via MCN process.
The patient will commence treatment within
18 weeks from assessment (For
orthodontics within 18 weeks of optimum
time period).
The patient will be informed of what to
expect post-treatment.
16. Contents
ā¢ Introducing the clinical philosophy and the
concept of care pathways
ā¢ The clinical philosophy in a wider NHS
context
ā¢ The care pathways in the prototypes
ā¢ Patients under capitation / pathway. Patients
outside capitation / pathway
ā¢ Key messages
18. Risk
screening
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-
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-
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Domains
Risk
Category
Prevention and
treatment
Patient actionsā¦ā¦ā¦ā¦
Dentist actionsā¦ā¦ā¦ā¦
T1
Self care plan, preventive and treatment plans
Caries
P
C
CP = Clinical Factors= Patient FactorsKEY = Time intervalT
Patient
Assessment
-
-
Med
Dental
Social
Clinical
-
-
Recall
T2
T3
Patient actionsā¦ā¦ā¦ā¦
Dentist actionsā¦ā¦ā¦ā¦
T1
T2
T3
Patient actionsā¦ā¦ā¦ā¦
Dentist actionsā¦ā¦ā¦ā¦
T1
T2
T3
Patient actionsā¦ā¦ā¦ā¦
Dentist actionsā¦ā¦ā¦ā¦
T1
T2
T3
Soft Tissue
P
C
TSL
P
C
Perio
P
C
The care pathway in more detail
19. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR)
ā¢ All necessary treatment/stabilisation if required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if needed)
ā¢ Oral health review (OHR) (refresh of OHA)
20. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR)
ā¢ All necessary treatment/stabilisation if required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if needed)
ā¢ Oral health review (OHR) (refresh of OHA)
21. The purpose of the oral health
assessment
The OHA captures
ā¢ The oral health status of patients
ā¢ The risks of disease to the patient
ā¢ Any treatment that may be necessary
The purpose of the OHA
ā¢ To motivate patients and encourage self care
ā¢ To encourage dental teams to provide patient
focused evidence based care and advice
22. Oral health assessment (OHA)
ā¢ The OHA is the entry point into the pathway,
and begins a course of treatment (CoT)
ā¢ The purpose is to identify the level of clinical
need the patient has, and assess their risks
ā¢ Provides a pathway treatment plan for all
clinically necessary treatment including a self
care plan (if required)
ā¢ Courses of treatment should include any
necessary treatment of active disease,
preventive actions and advice as appropriate
23. OHA includes medical and social
history
ā¢ Templates for forms are provided but not
mandated to allow practices to use own
versions but must include mandatory
questions
ā¢ If a patient chooses to not answer a question,
a clinician is able to complete the OHA
without this data
24. Medical history
ā¢ Practices are used to collecting details of
patient medical history
ā¢ Required to provide patient background
information
ā¢ Feeds into the decision support to help
assign clinical risk
ā¢ Information thatās collected includes:
ā¢ Diabetes
ā¢ Eating disorders
ā¢ Gastro-Oesophageal or Acid reflux
25. Social history
ā¢ Practices are used to collecting details of
patient social history
ā¢ Required to provide patient background
information
ā¢ Feeds into the decision support to help assign
clinical risk
ā¢ Information thatās collected includes:
ā¢ The use of fluoride toothpaste
ā¢ Diet risk factors (carbonated drinks, sugar
snacks etc.)
ā¢ Sibling caries risk (child)
ā¢ Smoking / alcohol
26. CLINICAL
NEED
NO CLINICAL
NEED
Red risk (high) status is
allocated if there is a red
clinical factor (which
cannot be modified by
patient factors).
Amber risk (medium) is
allocated if there is an
amber clinical factor, or a
green clinical factor with
a co-existing patient
factor which increases
risk e.g. a patient with no
caries could still be
classed amber if poor
plaque control.
Green risk (low) status is
allocated to those with
green clinical factors and
no patient factors which
increase risk.
How risk is assigned
27. RAG Scores
The various possible combinations and the
resultant RAG status that are generated by
the decision support
28. n
+
Clinical factors Risk
=
Patient
Communication
Teeth with
carious
lesions
No teeth with
carious
lesions
Teeth with
early caries
Teeth with
arrested
caries
Sibling experience
Diet
High sugar
Frequent sugar
Does not use
fluoride toothpaste
Patient factors
Age
Orthodontic
appliance present
Unsatisfactory
plaque control
How the pathway assigns risk ā
CARIES domain example
29. Domain: Caries
Modifying factors Risk Interim care (IC) Oral health review (OHR)
High sugar and high
frequency sugar in diet Green = Free of caries
Green = Arrested caries (1
or more teeth)
Amber = Early caries (1 or
more teeth)
Red = Caries (1 or more
teeth)
Note:
Where modifying factors are
present with a green clinical
factor (free of caries or
arrested caries) risk status
moves to amber
ICs at clinician discretion
Suggested ICs for all children
aged 3+ < 18 years consider
need to apply fluoride varnish
2-4 times yearly in according
to Delivering Better Oral
Health (DBOH)
For amber and red adults
consider the need for an IC
For children:
3-12 months
For adults:
12-24 months
Unsatisfactory plaque
control
Sibling with caries (child
patient)
History of previous caries
(<18 years)
History active caries last 2
years (adult)
Age
Presence orthodontic
appliance (7-18years)
Does not use fluoride
toothpaste
29
30. 1 or more BPE of 4 or
'*'
OR
2 or more BPE of 3
Clinical factors
1 or more sextants
with BPE of 2 except
lower anterior
OR
only 1 sextant with
BPE of 3
How the pathway assigns risk - PERIO
domain example
+
Orthodontic
appliance
present
Diabetic
Unsatisfactory
plaque control
Patient factors
=
Patient
Communication
Age
Smoking
Risk
No sextant with BPE of
2 (i.e. 0 or 1) or more
except lower anterior
sextant
31. Domain: Perio
Modifying factors Risk Interim care (IC) Oral health review (OHR)
Age Green = No sextant BPE 2
or more except lower anterior
sextant
Amber = 1 or more sextant
with BPE 2 (excluding lower
anterior sextant) or 1 sextant
BPE 3
Red = 1 or more BPE of
4, or 2 or more BPE 3
Note: If green clinical risk but
any modifying factor present
excluding age then risk
moves to amber
ICs at clinical discretion/
Can consider 3-6 month
appointments for amber and
red patients
12-24 months
Plaque control
unsatisfactory
Smoker
Diabetes
Ortho appliance (7-18 years
old)
31
32. Domain: Soft tissue
Modifying factors Risk Interim care (IC) Oral health review (OHR)
High risk site (lateral
border tongue or FOM)
Green = no lesion present
Amber = lesion present
Red = lesion requiring
referral
Notes:
1. If the clinical risk is
green and any modifying
factors are present then
risk becomes amber
2. If the clinical risk is
amber and lesion is in a
high risk site (eg lateral
border of tongue or
floor of mouth), this is a
case where a modifying
factor does change risk
status to red
ICs at clinicians discretion 12-24 months depending on
patientās age
Alcohol above safe limit
(>14 units weekly women
and men)
Tobacco or smokeless
tobacco use
Symptoms
32
33. Domain: Tooth surface loss
Modifying factors Risk Interim care (IC) Oral health review (OHR)
Unsatisfactory tooth
brushing technique
Green = Tooth wear normal
Amber = Tooth wear
moderate
Red = Tooth wear
excessive
Note: Any modifying factor for
a green clinical risk moves
the risk to amber
ICs at clinicians discretion 12-24 months depending on
patientās age
Parafunction
Gastric reflux / eating
disorder
Fizzy / acidic diet
33
34. When do I need to
recall this patient?
Set date of oral
health review
34
Planning the oral health review
(OHR)
35. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR)
ā¢ All necessary treatment/stabilisation if
required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if
needed)
ā¢ Oral health review (OHR) (refresh of OHA)
37. Self care plan
ā¢ Self care plans are a tool that can support the
patient in understanding whatās required of them
to maintain or improve their oral health
ā¢ Prototypes will be provided with a self care plan
that can be given to patients which are
generated via the software systems
ā¢ These will be pre-populated, but will have
additional space for free text to be provided
ā¢ eg for oral hygiene instruction
ā¢ Use it where you think it will most benefit
individual patients
38. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR
ā¢ All necessary treatment/stabilisation if
required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if
needed)
ā¢ Oral health review (OHR) (refresh of OHA)
40. Complex care
ā¢ Evidence suggests that if complex care is provided when
active disease is present the outcome is generally much
poorer
ā¢ The care pathway supports decisions on when complex
care should be delivered
ā¢ Should not be seen as restricting a practitionerās clinical
judgement
ā¢ āNHS offerā does not change
ā¢ If, for sound clinical reasons, a particular treatment should
not be offered to a patient on an NHS care pathway, then
the dentist should also consider whether offering such a
treatment under any other treatment arrangement might
also be considered clinically inappropriate.
41. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR)
ā¢ All necessary treatment/stabilisation if
required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if
needed)
ā¢ Oral health review (OHR) (refresh of OHA)
42. Prevention (including interim care)
ā¢ āDental teams have an
important role in advising
patients on how they can
make choices that improve
and maintain their dental
healthā
ā¢ āall patients should be given
the benefit of advice and
supportā¦not just those
thought to be āat riskā ā
ā¢ āused by whole dental
teamā
āuseful in informing other
health, education and social
care work partnersā
43. Prevention (including interim care)
ā¢ Prevention, both
advising and
reinforcing self care
and delivering
professional clinical
interventions can
and arguably should
happen at multiple
points along the
pathway
46. Prevention
ā¢ As with treatment, any preventative treatment or advice
needed forms part of the same course of treatment that
includes the OHA/OHR
ā¢ Some patients ā particularly those in the red or amber group
may benefit from further prevention delivered as interim care
between the OHA and OHR course of treatment
ā¢ Interim care courses of treatment are for the provision of
preventive treatment, and/or tailored preventive advice only
ā¢ They form a course of treatment in their own right ā Band 1A
ā¢ ICs may be delivered either by a registered dental care
professional (eg hygienist, therapist, extended duty dental
nurse or oral health educator) or a dentist
ā¢ ICs do NOT include an examination or assessment
47. Interim care courses of treatment
ā¢ IC CoTs include the following:
ā Oral health promotion/advice
ā Checking patient compliance
ā Preventive treatments
ā Scaling and polishing and follow up root surface
debridement
ā High fluoride toothpaste/mouth rinse prescription (when
delivered together with one or more of the above)
ā¢ An FP17 should be opened at the start of an IC CoT and
closed at the end.
ā¢ The patient charge is band 1A unless the CoT is advice
only. There is no patient charge in this case.
49. Practice administration
The pathway, courses of treatment
and FP17s
Initial
treatment
&
stabilisation
Start of clinical pathway
A single course of treatment (CoT).
Any CoT may be delivered
over more than one appointment
An IC is a separate
band 1a CoT and can
be delivered over
more than one
appointment and be
delivered by
appropriate clinical
staff
FP17 completion
Transmitted within 2 months by practice
Oral health
assessment
Pre-surgery
time in
practice
ICs at
relevant
interval
(if required)
Oral health
review at
relevant
time
Appointment data (DPMS)
Transmitted within 7 days by practice
Start of next
phase of
pathway and
new CoT
49
50. Treatment
ā¢ Planned treatment follows an OHA/OHR and
forms part of the course of treatment started at
OHA/OHR
ā¢ It may be delivered at the OHA/OHR appointment
or in a further appointment that completes
treatment that could not be finished (eg for clinical
reasons) at OHA/OHR
ā¢ The OHA/OHR and any necessary treatment
forms one course of treatment
ā¢ Can be a band 1, 2 or 3 CoT
ā¢ Completion of the final treatment appointment is
the end of the initial CoT
51. The care pathway in the prototypes
ā¢ Oral health assessment (OHA) including risk
assessment and planning oral health review
(OHR)
ā¢ All necessary treatment/stabilisation if
required
ā¢ A personalised self care plan
ā¢ Preventive care and advice
ā¢ Arrange for any further treatment including
referral if required
ā¢ Interim preventive care and advice (if
needed)
ā¢ Oral health review (OHR) (refresh of OHA)
52. Oral health review (OHR)
An OHR:
ā¢ Is a re-fresh or update of the original OHA
ā¢ Starts the next pathway
ā¢ Starts a new course of treatment (CoT)
ā¢ Resets the capitation period
53. Contents
ā¢ Introducing the clinical philosophy and the
concept of care pathways
ā¢ The clinical philosophy in a wider NHS
context
ā¢ The care pathways in the prototypes
ā¢ Patients under capitation / pathway. Patients
outside capitation / pathway
ā¢ Key messages
54. Which patients are covered by the pathway?
ā¢ Patients are only treated under the pathway if they
receive or intend to receive continuing care from the
practice.
ā¢ Patients who only receive urgent care from the practice
or who are only treated at the practice on referral do not
receive continuing care and are not entered into the
pathway.
ā¢ Patients seen as urgents only should be encouraged
where appropriate to enter continuing care. This will not
be appropriate when a patient is seen as a one off - for
example urgent care while away from home practice.
ā¢ Patients seen on referral may subsequently choose to
enter the pathway and receive continuing care from your
practice but the referral CoT is not itself the entry point
to the pathway/capitation.
55. Patients not seen under the pathway
ā¢ Two key groups are not treated under the
pathway:
ā Urgent care
ā Referral appointments
ā¢ An OHA/OHR should not be performed at these
appointments
ā¢ Patients should receive the appropriate banded
treatment and the treatment should be carried out
as appropriate, over one or more appointments.
56. Use of clinical systems
ā¢ Software is decision supporting, not decision making ā
the clinician can override RAG status, associated
actions, as well as recall intervals
ā¢ Built around a set of logic statements developed by
clinicians and academics and evidence informed
ā¢ OHA data is fed into your dental software system
which will generate:
ā¢ Suggested patient RAG status
ā¢ Suggested recall intervals
ā¢ Suggested patient and dental team actions
ā¢ Allow clinicians to set any required ICs
ā¢ Support the dental quality and outcomes framework
(DQOF)
57. Contents
ā¢ Introducing the clinical philosophy and the
concept of care pathways
ā¢ The clinical philosophy in a wider NHS
context
ā¢ The care pathways in the prototypes
ā¢ Patients under capitation / pathway. Patients
outside capitation / pathway
ā¢ Key messages
58. Key messages
ā¢ Pathway approach is the accepted approach
to care
ā¢ Software is decision-supporting, not decision-
making ā use your clinical judgment
ā¢ ICs should be scheduled only when the
patient need is there.
ā¢ No need to do an examination at IC CoT, if an
examination is done it is no longer an IC CoT
but a banded CoT
59. Pathway ā key elements
ā¢ There are three key elements within the
pathway in the dental contract reform
programme:
ā¢ Oral health assessments (OHAs) / oral
health reviews (OHRs)
ā¢ Treatment
ā¢ Prevention