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How to make Care & Support Planning a 
2-way Dynamic 
Wednesday 1 October 2014 (13:00 – 13:45) 
Dr Alan Nye 
Clinical Lead Shared Decision Making, AQuA 
Brook Howells 
Programme Manager Shared Decision Making, AQuA 
Beverley Matthews 
NHS Improving Quality Programme Delivery Lead for Long Term 
Conditions
Meet the Speakers 
Bev Matthews 
A nurse by background, Beverley has worked extensively throughout the NHS in a variety of 
clinical, managerial and strategic roles. Beverley’s current role as Programme Delivery Lead for 
Long Term Conditions Improvement Programmes: LTC Year of Care Commissioning Model and 
LTC Framework. Prior to joining NHS Improving Quality in April 2013, Beverley was Director of 
NHS Kidney Care an NHS Liver Care. Passionate about service transformation through 
developing networks and leading complex programmes. Providing strategic leadership to 
partners within health communities, managing stakeholders and working across agencies. 
Dr Alan Nye 
General practitioner with a special interest in rheumatology, he also is the Director of Pennine 
MSK Partnership, which is a clinically owned accountable care organisation delivering 
rheumatology, orthopaedics and chronic pain services in Oldham. Clinical lead for shared 
decision making (SDM) at AQuA . In 2012 AQuA was commissioned to deliver NHS England’s 
programme to implement SDM across the country. He is president of the primary care 
rheumatology society 
Brook Howells 
Programme Manager with the Advancing Quality Alliance (AQuA), assisting clinical teams from 
a number of NHS trusts across the North West. Currently workinig with the Shared Decision 
Making and Self-Management Support Programme, supporting the challenge of improving 
culture such that clinicians and patients work more collaboratively and in partnership with each 
other. She has previously facilitated improvement projects with the Collaboration for 
Leadership in Applied Health and Research Care (CLAHRC) for Greater Manchester.
Learning Outcomes 
How to make Care & Support Planning a 
2-way Dynamic 
• Have a different kind of conversation. 
• Make a partnership approach the ‘business as usual’ for 
individual/care professional interaction. 
• Hear the views of care professionals who have front-line 
experience of implementation. 
• Know how to encourage patients, carers and the public 
to alongside (in equal partnership) with clinicians and 
managers. 
• Understanding the paradigm of shared decision making.
Bespoke Support
The approach: 
• Identify sites guided by intelligence from the LTC Dashboard 
and local advice 
• Support local health economies to understand their baseline 
position through the self assessment Diagnostic Tool 
• Provide coaching support to start identifying interventions 
that will drive change and develop the local action plan. 
• Agree bespoke support package with memorandum of 
understanding 
• Developing a facilitators network of local champions 
• Use evidenced based improvement methodologies to 
facilitate change 
• Embed measurement and evaluation expertise throughout 
the delivery 
• Development of implementation guide in real time
Tools and Resources
Links 
Long Term Conditions Dashboard 
www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/ltc-house-of-care-framework.aspx# 
Long Term Conditions House of Care Toolkit 
www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care.aspx 
LTC House of Care Personal Level 
www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/personal.aspx 
LTC House of Care Local Level 
www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/local.aspx 
LTC House of Care National Level 
www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/national.aspx 
#LTCyearofcare #LTCframework #NHSIQ 
Follow Team @NHSIQ @Bev_J_Matthews @Catherinestro17
LTC Learning Forum 
Wednesday “Lunch & Learn” Webinar Series 
& 
Bite Size Master-classes
Virtual Learning Network 
Wednesday “Lunch & Learn” 
• 45 minute “real time” Webinar 
sessions 
• Topics agreed and learning outcomes 
identified 
• Faculty of Speakers identified 
• Speakers support package being 
developed 
• Marketing of series to commence 
September 2014 
Open invitation 
Bite Size Learning Master-Classes 
• Pre-recorded 20 minute Master-classes 
• Master-class either as stand alone 
sessions or pre-requisites for 
Wednesday “Lunch & Learn” 
Webinars 
• Faculty of Speakers identified 
• Speakers support pack developed 
• Marketing to commence September 
2014 
Open invitation
How to make Care & Support Planning a 
2-way Dynamic 
Dr Alan Nye 
Clinical Lead Shared Decision Making, AQuA 
Brook Howells 
Programme Manager Shared Decision Making, AQuA
Shared Decision Making 
and Self-Management Support 
Dr Alan Nye, Clinical Lead 
Brook Howells, Programme Manager
The AQuA SDM and 
SMS Programmes 
• 2012-13: National SDM Programme 
– 33 teams 
– Maternity, MSK and Renal settings 
• 2013-14: AQuA SDM/SMS Collaborative 
– 28 teams 
– North West rather than national 
– Incorporating Self-Management Support (SMS) as well as Shared Decision 
Making 
– Focusing on long term conditions 
• 2014-16: SDM/SMS in Transition, Health Foundation funded Closing the 
Gap in Patient Safety Programme 
– 7 teams recruited 
– Network of interested people in development
What is it all about? 
• Collaboration and 
partnership working 
• Patient-centred care 
• Personalised, 
individual 
choices/treatment 
• Sensitivity to 
preferences 
• Sharing information 
and responsibility 
• Good health[care] 
beyond clinic visits 
Social; interactions 
with family, friends, 
workmates 
Psychological; 
reactions, thoughts, 
feelings 
Biological; bodily 
symptoms
“It’s about clinicians “letting go” and allowing patients to 
make a different choice to the one they may have made.” 
Chris Goldsmith, Renal Consultant, 
Aintree University Hospital NHS Foundation Trust 
Feedback from 2012/13 SDM Collaborative
The Benefits 
• Better consultations 
• Clearer risk 
communication 
• Improved health 
literacy 
• Improved confidence 
and self-efficacy 
• Improved health 
behaviours 
• Reduced costs 
• Fewer unwanted 
treatments 
• More appropriate 
decisions 
• Greater compliance 
with ethical standards 
• Greater equality of care 
• Safer care 
• Improved patient 
experience 
Courtesy of Angela Coulter, Informed 
Medical Decisions Foundation
Where are we now-unwarranted 
variation
“In the past we would often have known the patient’s 
preferences, circumstances or values because we had 
worked with them over a long period of time as their 
GP. Nowadays however, patients do not always see 
the same clinician because the practices are so large 
or because there are trainee GPs in the practice, so 
perhaps we do need to be asking them what their 
preferences and values are.” 
General Practitioner, NHS Trafford 
Feedback from 2012/13 SDM Collaborative
Recognised 
Challenges 
Patients 
Working with patients of cultural/ethnic minorities, differing expectations 
Patients often need time and support to self-manage outside of appointments 
Denial 
Service 
structure 
Insufficient elf-management support commissioned to change culture? 
Getting protocols working between providers 
Lack of choice in treatment available locally 
Staffing 
structure 
Staff skill mix/capacity to provide service/support developments 
Time to educate patients, talk to people and offer a range of information 
Skills/ 
knowledge 
Using the most up to date evidence 
Peer v professional led self-management 
Communication skills 
Nature of 
change 
Breaking old patterns of practice 
Improving efficiency in small things 
Institutional practices 
Measuring change to see the impact is positive
How is it done? 
• Supporting patients to 
get involved 
• Structuring 
conversations 
differently 
• Providing evidence-based, 
balanced 
information 
• Asking patients what 
they’d like more of
Supporting and encouraging 
patients to get involved 
Leaflets, posters, animations, 
postcards… 
A prompt for patients to ask 
three basic, but important, 
questions about what options 
are available to them 
Useful prompts for clinicians 
too.
Agenda setting 
Information gathering 
Decision making 
• Experience of illness 
• Social circumstances 
• Attitude to risk 
• Values 
• Preferences 
• Diagnosis 
• Cause of disease 
• Prognosis 
• Treatment options 
• Outcome probabilities 
Adapted from The King’s Fund (2013) 
Restructuring 
Conversations 
Patient’s Input Professional’s Input
Agenda Setting
Informing, comparing, 
deciding on options 
The Model for SDM 
(Elwyn et al 2012) 
Choice 
Talk 
Option 
Talk 
Decision 
Talk 
Decision Support 
Brief (inside) & 
Extensive (outside) 
Good 
Decision 
D E L I B E R A T I O N 
Prior 
Preferences 
Informed 
Preferences 
J Gen Intern Med. 2012 October; 27(10): 1361–1367.
“C O D” 
D e l i b e r a t i o n 
Prior Preferences Informed Preferences 
Choice 
Talk 
Option 
Talk 
Decision 
Talk 
Good 
Decision 
Decision Support 
Brief – during Long – External 
Adapted from The Model for SDM by Elwyn et al and MAGIC programme (2012)
“In terms of using with patients: I recently had a discussion 
with a patient about a very difficult and complicated 
decision regarding the possible use of a second course of 
strong immunosuppression for a long term condition. The 
choice/option/decision structure was very helpful as a way 
both to approach the consultation and to reflect on the 
discussion in my letter to the patient afterwards.” 
Renal Consultant 
Feedback from 2012/13 SDM Collaborative
“It’s a great idea and should be of real benefit to patients once 
rolled out to all clinical areas of the NHS.” 
“It was fairly easy to implement into our practice because we 
were already using SDM, although not formally or in a 
measured way.” 
Stephen Bunting, Physiotherapy Extended Scope Practitioner 
Aintree University Hospitals NHS Foundation Trust 
Feedback from 2012/13 SDM Collaborative
Measuring involvement 
with decisions 
Elwyn et al, 2013 
Legare et al, 2010
Measuring impact 
of involvement 
50 
40 
30 
20 
10 
0 
Percentage of monthly DNAs 
Percentage of DNAs for 
Adolescence Diabetic Clinic 
DNA% Average 
40 
30 
20 
10 
0 
Median Length of Stay 
Jan Feb Mar Apr May Jun Jul Sep Oct Nov Dec 
No of reported problems with 
equipment on handover 
315 
173 
253 
132 
350 
300 
250 
200 
150 
100 
50 
0 
March - April 2013 Sept-Oct 2013 
LWS 
MH 
Monitoring relevant key 
performance indicators to 
assess the impact of Shared 
Decision Making
“I feel SDM is something we think we have always done, but 
when considering SDM probably never have shared choices 
fully. I think this gives a good template to guide discussions. 
It has improved working together with the vulnerable team. 
It has improved discussion with the women who have 
engaged with the SDM Project 
The women have been really receptive to it. I feel that they 
have responded well to being involved in decision making. I 
feel this is particularly positive with the vulnerable women 
that we work with.” 
Blackpool Maternity Team 
Feedback from 2012/13 SDM Collaborative
Further Resources 
• Training and advice from facilitators experienced in 
working with over 50 clinical teams; 
– Introductory workshops 
– Half day training workshops 
– Train the Trainer Programme 
• Case studies of staff and patient experience 
• www.advancingqualityalliance.nhs.uk/sdm 
• Brook.Howells@srft.nhs.uk 
• Alan.Nye@nhs.net
Useful Resources 
AQuA SDM 
www.advancingqualityalliance.nhs.uk/ 
Programme Budging for Shared Decision making 
www.advancingqualityalliance.nhs.uk/wp-content/uploads/2013/04/PENNINE-MSK-CASE-STUDY-FINAL.pdf 
Making shared decision making a reality: A Coulter & A 
Collins (July 2011) www.kingsfund.org.uk/publications 
SDM Programme measuring shared decision making a 
review of evidence 
www.rightcare.nhs.uk/wp-content/uploads/2012/12/Measuring_Shared_Decision_Making_Dec12.pdf
Wednesday Lunch & Learn Series 
Coming next 
Date Webinar Hosted by 
15 October @ 12noon Co-morbidity and cost 
implications 
Dr Umesh Kadam 
22 October @ 1pm Commissioning for 
Outcomes 
Bob Ricketts 
To register email catherine.strong@nhsiq.nhs.uk

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How to make care and support planning a 2 way dynamic

  • 1. How to make Care & Support Planning a 2-way Dynamic Wednesday 1 October 2014 (13:00 – 13:45) Dr Alan Nye Clinical Lead Shared Decision Making, AQuA Brook Howells Programme Manager Shared Decision Making, AQuA Beverley Matthews NHS Improving Quality Programme Delivery Lead for Long Term Conditions
  • 2. Meet the Speakers Bev Matthews A nurse by background, Beverley has worked extensively throughout the NHS in a variety of clinical, managerial and strategic roles. Beverley’s current role as Programme Delivery Lead for Long Term Conditions Improvement Programmes: LTC Year of Care Commissioning Model and LTC Framework. Prior to joining NHS Improving Quality in April 2013, Beverley was Director of NHS Kidney Care an NHS Liver Care. Passionate about service transformation through developing networks and leading complex programmes. Providing strategic leadership to partners within health communities, managing stakeholders and working across agencies. Dr Alan Nye General practitioner with a special interest in rheumatology, he also is the Director of Pennine MSK Partnership, which is a clinically owned accountable care organisation delivering rheumatology, orthopaedics and chronic pain services in Oldham. Clinical lead for shared decision making (SDM) at AQuA . In 2012 AQuA was commissioned to deliver NHS England’s programme to implement SDM across the country. He is president of the primary care rheumatology society Brook Howells Programme Manager with the Advancing Quality Alliance (AQuA), assisting clinical teams from a number of NHS trusts across the North West. Currently workinig with the Shared Decision Making and Self-Management Support Programme, supporting the challenge of improving culture such that clinicians and patients work more collaboratively and in partnership with each other. She has previously facilitated improvement projects with the Collaboration for Leadership in Applied Health and Research Care (CLAHRC) for Greater Manchester.
  • 3. Learning Outcomes How to make Care & Support Planning a 2-way Dynamic • Have a different kind of conversation. • Make a partnership approach the ‘business as usual’ for individual/care professional interaction. • Hear the views of care professionals who have front-line experience of implementation. • Know how to encourage patients, carers and the public to alongside (in equal partnership) with clinicians and managers. • Understanding the paradigm of shared decision making.
  • 5. The approach: • Identify sites guided by intelligence from the LTC Dashboard and local advice • Support local health economies to understand their baseline position through the self assessment Diagnostic Tool • Provide coaching support to start identifying interventions that will drive change and develop the local action plan. • Agree bespoke support package with memorandum of understanding • Developing a facilitators network of local champions • Use evidenced based improvement methodologies to facilitate change • Embed measurement and evaluation expertise throughout the delivery • Development of implementation guide in real time
  • 7. Links Long Term Conditions Dashboard www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/ltc-house-of-care-framework.aspx# Long Term Conditions House of Care Toolkit www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care.aspx LTC House of Care Personal Level www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/personal.aspx LTC House of Care Local Level www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/local.aspx LTC House of Care National Level www.nhsiq.nhs.uk/improvement-programmes/long-term-conditions-and-integrated-care/house-of-care/national.aspx #LTCyearofcare #LTCframework #NHSIQ Follow Team @NHSIQ @Bev_J_Matthews @Catherinestro17
  • 8. LTC Learning Forum Wednesday “Lunch & Learn” Webinar Series & Bite Size Master-classes
  • 9. Virtual Learning Network Wednesday “Lunch & Learn” • 45 minute “real time” Webinar sessions • Topics agreed and learning outcomes identified • Faculty of Speakers identified • Speakers support package being developed • Marketing of series to commence September 2014 Open invitation Bite Size Learning Master-Classes • Pre-recorded 20 minute Master-classes • Master-class either as stand alone sessions or pre-requisites for Wednesday “Lunch & Learn” Webinars • Faculty of Speakers identified • Speakers support pack developed • Marketing to commence September 2014 Open invitation
  • 10. How to make Care & Support Planning a 2-way Dynamic Dr Alan Nye Clinical Lead Shared Decision Making, AQuA Brook Howells Programme Manager Shared Decision Making, AQuA
  • 11. Shared Decision Making and Self-Management Support Dr Alan Nye, Clinical Lead Brook Howells, Programme Manager
  • 12. The AQuA SDM and SMS Programmes • 2012-13: National SDM Programme – 33 teams – Maternity, MSK and Renal settings • 2013-14: AQuA SDM/SMS Collaborative – 28 teams – North West rather than national – Incorporating Self-Management Support (SMS) as well as Shared Decision Making – Focusing on long term conditions • 2014-16: SDM/SMS in Transition, Health Foundation funded Closing the Gap in Patient Safety Programme – 7 teams recruited – Network of interested people in development
  • 13. What is it all about? • Collaboration and partnership working • Patient-centred care • Personalised, individual choices/treatment • Sensitivity to preferences • Sharing information and responsibility • Good health[care] beyond clinic visits Social; interactions with family, friends, workmates Psychological; reactions, thoughts, feelings Biological; bodily symptoms
  • 14. “It’s about clinicians “letting go” and allowing patients to make a different choice to the one they may have made.” Chris Goldsmith, Renal Consultant, Aintree University Hospital NHS Foundation Trust Feedback from 2012/13 SDM Collaborative
  • 15. The Benefits • Better consultations • Clearer risk communication • Improved health literacy • Improved confidence and self-efficacy • Improved health behaviours • Reduced costs • Fewer unwanted treatments • More appropriate decisions • Greater compliance with ethical standards • Greater equality of care • Safer care • Improved patient experience Courtesy of Angela Coulter, Informed Medical Decisions Foundation
  • 16. Where are we now-unwarranted variation
  • 17. “In the past we would often have known the patient’s preferences, circumstances or values because we had worked with them over a long period of time as their GP. Nowadays however, patients do not always see the same clinician because the practices are so large or because there are trainee GPs in the practice, so perhaps we do need to be asking them what their preferences and values are.” General Practitioner, NHS Trafford Feedback from 2012/13 SDM Collaborative
  • 18. Recognised Challenges Patients Working with patients of cultural/ethnic minorities, differing expectations Patients often need time and support to self-manage outside of appointments Denial Service structure Insufficient elf-management support commissioned to change culture? Getting protocols working between providers Lack of choice in treatment available locally Staffing structure Staff skill mix/capacity to provide service/support developments Time to educate patients, talk to people and offer a range of information Skills/ knowledge Using the most up to date evidence Peer v professional led self-management Communication skills Nature of change Breaking old patterns of practice Improving efficiency in small things Institutional practices Measuring change to see the impact is positive
  • 19. How is it done? • Supporting patients to get involved • Structuring conversations differently • Providing evidence-based, balanced information • Asking patients what they’d like more of
  • 20. Supporting and encouraging patients to get involved Leaflets, posters, animations, postcards… A prompt for patients to ask three basic, but important, questions about what options are available to them Useful prompts for clinicians too.
  • 21. Agenda setting Information gathering Decision making • Experience of illness • Social circumstances • Attitude to risk • Values • Preferences • Diagnosis • Cause of disease • Prognosis • Treatment options • Outcome probabilities Adapted from The King’s Fund (2013) Restructuring Conversations Patient’s Input Professional’s Input
  • 23. Informing, comparing, deciding on options The Model for SDM (Elwyn et al 2012) Choice Talk Option Talk Decision Talk Decision Support Brief (inside) & Extensive (outside) Good Decision D E L I B E R A T I O N Prior Preferences Informed Preferences J Gen Intern Med. 2012 October; 27(10): 1361–1367.
  • 24. “C O D” D e l i b e r a t i o n Prior Preferences Informed Preferences Choice Talk Option Talk Decision Talk Good Decision Decision Support Brief – during Long – External Adapted from The Model for SDM by Elwyn et al and MAGIC programme (2012)
  • 25. “In terms of using with patients: I recently had a discussion with a patient about a very difficult and complicated decision regarding the possible use of a second course of strong immunosuppression for a long term condition. The choice/option/decision structure was very helpful as a way both to approach the consultation and to reflect on the discussion in my letter to the patient afterwards.” Renal Consultant Feedback from 2012/13 SDM Collaborative
  • 26.
  • 27.
  • 28. “It’s a great idea and should be of real benefit to patients once rolled out to all clinical areas of the NHS.” “It was fairly easy to implement into our practice because we were already using SDM, although not formally or in a measured way.” Stephen Bunting, Physiotherapy Extended Scope Practitioner Aintree University Hospitals NHS Foundation Trust Feedback from 2012/13 SDM Collaborative
  • 29. Measuring involvement with decisions Elwyn et al, 2013 Legare et al, 2010
  • 30. Measuring impact of involvement 50 40 30 20 10 0 Percentage of monthly DNAs Percentage of DNAs for Adolescence Diabetic Clinic DNA% Average 40 30 20 10 0 Median Length of Stay Jan Feb Mar Apr May Jun Jul Sep Oct Nov Dec No of reported problems with equipment on handover 315 173 253 132 350 300 250 200 150 100 50 0 March - April 2013 Sept-Oct 2013 LWS MH Monitoring relevant key performance indicators to assess the impact of Shared Decision Making
  • 31. “I feel SDM is something we think we have always done, but when considering SDM probably never have shared choices fully. I think this gives a good template to guide discussions. It has improved working together with the vulnerable team. It has improved discussion with the women who have engaged with the SDM Project The women have been really receptive to it. I feel that they have responded well to being involved in decision making. I feel this is particularly positive with the vulnerable women that we work with.” Blackpool Maternity Team Feedback from 2012/13 SDM Collaborative
  • 32. Further Resources • Training and advice from facilitators experienced in working with over 50 clinical teams; – Introductory workshops – Half day training workshops – Train the Trainer Programme • Case studies of staff and patient experience • www.advancingqualityalliance.nhs.uk/sdm • Brook.Howells@srft.nhs.uk • Alan.Nye@nhs.net
  • 33.
  • 34. Useful Resources AQuA SDM www.advancingqualityalliance.nhs.uk/ Programme Budging for Shared Decision making www.advancingqualityalliance.nhs.uk/wp-content/uploads/2013/04/PENNINE-MSK-CASE-STUDY-FINAL.pdf Making shared decision making a reality: A Coulter & A Collins (July 2011) www.kingsfund.org.uk/publications SDM Programme measuring shared decision making a review of evidence www.rightcare.nhs.uk/wp-content/uploads/2012/12/Measuring_Shared_Decision_Making_Dec12.pdf
  • 35. Wednesday Lunch & Learn Series Coming next Date Webinar Hosted by 15 October @ 12noon Co-morbidity and cost implications Dr Umesh Kadam 22 October @ 1pm Commissioning for Outcomes Bob Ricketts To register email catherine.strong@nhsiq.nhs.uk

Editor's Notes

  1. Shepherd et al 2011; the three questions they used were 1. what are the options, 2. what are the risks and harms, 3. how likely are these? Trial based in depression Greater information provision and behaviour supporting patient involvement; can drive evidence-based practice, strengthen patient-physician communication and improve safety/quality.
  2. AQuA Refer to handout Decision coaching is the interactive stage of the SDM process 3 stages: 1. Choice Talk 2. Option Talk 3. Preference /Decision Talk It is when the clinician and patient have a joint, 2-way discussion regarding clinical condition, treatment options risks and benefits, it is a fluid conversation as opposed to a linear one
  3. Capita