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Quality Indicators for 
Assessment of Palliative 
Care provision in NZ 
Dr Roshan Perera and Dr Helen Moriarty 
University of Otago Wellington. 
29 October 2014 Roshan Perera HNZ presentation
Overview 
The ImPaCT project 
The Indicator “Suites” 
Future plans 
29 October 2014 Roshan Perera HNZ presentation 2
The ImPaCT project 
TOH: planned evolution of an integrated model 
of care provision 
Action research project for evaluation of 
process change and impact on quality of care 
• Qualitative and quantitative arms for 
empirical research 
• Output incl: 40 Quality measures within 6 
suites of indicators for PC quality 
assessment 
29 October 2014 Roshan Perera HNZ presentation 3
‘Ground-up’ approach 
 Point of difference 
• Empirical data for indicator selection not always 
readily available 
• Often top-down approaches, using expert consensus 
• Research had explicit intention of identifying areas 
suitable for indicator development 
 Relevance: addresses areas identified as 
important by stakeholders 
 Engages field workers and end-users 
 Stakeholder ownership and confidence 
• Measure what matters 
29 October 2014 Roshan Perera HNZ presentation 4
 Builds on existing quality efforts 
 Purposively constructed 
 Take into account the feasibility of routine data 
collection and collation in community settings 
 Fit for purpose 
 Organised and linked ‘functionally’ rather than 
theoretically 
 Applicable for assessment of quality of care 
provision across a variety of settings 
29 October 2014 Roshan Perera HNZ presentation 5
Indicator development 
Empirical research from ImPacT project 
highlighted challenges to integrated 
community-based palliative care provision 
• Confidence and Competence (includes scope of 
generalist vs specialist care and timing of transition) 
• Workload, time constraints and responsiveness 
• Continuity of care; communication and reporting 
• Access to resources, equipment, support services 
• Capacity building and education 
• Organisational change 
29 October 2014 Roshan Perera HNZ presentation 6
Indicator development 
 Topic areas and indicators derived from the 
identified challenges 
• Effective care 
• Timely access to health care 
• Communication 
• Continuity of care and access to support services and 
equipment 
• Responsiveness to family/carer needs 
• Education and capacity 
 Numerators/Denominators and caveats 
specified 
29 October 2014 Roshan Perera HNZ presentation 7
A greater truth? 
 Quality issues consistent with the international literature 
• Improved communication and capacity building 
• Clear definition of roles/responsibilities/lines of reporting 
• Tech skills and holistic care 
• Ready access to specialist PC 
 Consistent with the consensus indicators and outcome 
measures developed by other means 
 Synergy in topic areas across the various approaches 
taken – potentially suggests a ‘greater truth’ evident 
29 October 2014 Roshan Perera HNZ presentation 8
Why indicator “suites” 
Indicators focus on discrete areas (pin-pricks 
of light) 
Clusters of related indicators provide a 
wider beam of illumination onto a 
particular aspect of care 
Enables comprehensive review of the 
aspect of care in question 
29 October 2014 Roshan Perera HNZ presentation 9
29 October 2014 Roshan Perera HNZ presentation 10
Topic areas 
for the indicator suites 
 Effective Care 
 Timely access 
Communication 
 Continuity of care; community support and 
support services 
 Responsiveness to family /carer needs 
 Education and capacity 
29 October 2014 Roshan Perera HNZ presentation 11
The Indicators 
 Suite 1: Effective care 
• Clinical symptom control and assessment 
• Review of symptom control 
• Clinical management documentation 
 Suite 2: Timely access to health care 
• Service availability and response to office/practice, 
home visit requests, phone calls and after-hours 
contact 
• Service availability and response to requests for 
prescriptions, referral, social support, equipment and 
certification 
29 October 2014 Roshan Perera HNZ presentation 12
 Suite 3: Communication 
• Documentation of communication and decisions 
within team, with patient/carer, and external services 
(incl GP) 
 Suite 4: Support for maintenance of continuity of 
care; and for accessing support services 
including social support and required equipment 
• Documentation to enable access to necessary 
services incl social support, external providers and 
equipment 
• Provision of complete and appropriate documentation 
for certification 
29 October 2014 Roshan Perera HNZ presentation 13
 Suite 5: Responsiveness to family/carer needs 
• Identification and review of needs 
• Appropriate documentation and ability to track 
responsiveness 
• F/U and addressing of bereavement/family satisfaction 
• Positive impact on the community (donations) 
 Suite 6: Education and capacity 
• Availability of an appropriately and highly skilled 
workforce, and sufficient range of PC services to meet 
need 
(Id and resolution of workforce and service requirements, 
and shortfalls; provision of education by locational 
specialist workforce) 
29 October 2014 Roshan Perera HNZ presentation 14
29 October 2014 Roshan Perera HNZ presentation 15
Suite 5 
Topic: Family Needs 
Aspect of care: Responsiveness 
 Addresses need for: 
• Systems and processes which 
• Identify family needs and bereavement support 
• Flag need for bereavement support prior to 6 weeks 
• Maintain accurate records 
 Unit of analysis 
• Individual practice or GP 
• Rest home/ARC 
• Hospice/specialist team 
29 October 2014 Roshan Perera HNZ presentation 16
Suite 5 
 Denominator: 
• Palliative care patients enrolled at a GP practice and 
under Hospice or Rest Home care 
 Numerators 
Indicator 1: 
• Documentation of family/carer needs at first contact 
• Itemisation of identified needs at first contact 
• Documentation of review of family/carer needs at (x 
interval) including need for early bereavement support 
• Documented action on identified needs 
Indicator 2: 
• Patient dies at negotiated place of death 
29 October 2014 Roshan Perera HNZ presentation 17
Numerators 
Indicator 3: 
Suite 5 
• Bereavement support f/u at 6/52 documented 
Indicator 4: 
• Family satisfaction with service provision documented 
• F/U within 2/52 of family issues with service provision 
documented 
Indicator 5: 
• Donations to Hospice/Volunteer workforce 
29 October 2014 Roshan Perera HNZ presentation 18
So What? 
 Comparison of care provision & benchmarking standards of care 
across PC service delivery settings, to: 
• Compare current care to aspirational statements 
• Identify gaps in quality/ safety/ equity of access 
• Investigate extent and impact of variability in PC service 
provision 
• Foster improvement initiatives and inform change 
• Foster a quality culture: feasibility and benefits of routine use 
 Pilot to gather data to enable target setting 
29 October 2014 Roshan Perera HNZ presentation 19
Future plans 
ImPaCT project quantitative arm 
GP survey 
National benchmarking, effectiveness and 
future national standard setting (HRC 
grant application) 
Sandpit meeting (2015) 
29 October 2014 Roshan Perera HNZ presentation 20
Discussion 
What Indicators of Quality Service are currently 
in use and how are they used? 
What are the barriers to routine use? 
• Eg for routine audit and QA/QI purposes 
• GP survey : what should we ask them? Any 
feedback on intended questions? 
29 October 2014 Roshan Perera HNZ presentation 21
An exercise for you to do: 
 In small groups 
 Each discuss a recent bereavement episode that 
you were involved with 
 Identify care aspects that might have gone 
differently if an “early warning” or quality 
indicator were routinely in place. 
 What would the warning/indicator have been? 
 What aspect of service would have been 
impacted? 
29 October 2014 Roshan Perera HNZ presentation 22
Acknowledgements 
 Te Omanga Hospice – staff, volunteers, 
patients/carers, GPs, Trustees/Board 
 Hospice New Zealand 
 Palliative Care Council 
29 October 2014 Roshan Perera HNZ presentation 23

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A5

  • 1. 1 Quality Indicators for Assessment of Palliative Care provision in NZ Dr Roshan Perera and Dr Helen Moriarty University of Otago Wellington. 29 October 2014 Roshan Perera HNZ presentation
  • 2. Overview The ImPaCT project The Indicator “Suites” Future plans 29 October 2014 Roshan Perera HNZ presentation 2
  • 3. The ImPaCT project TOH: planned evolution of an integrated model of care provision Action research project for evaluation of process change and impact on quality of care • Qualitative and quantitative arms for empirical research • Output incl: 40 Quality measures within 6 suites of indicators for PC quality assessment 29 October 2014 Roshan Perera HNZ presentation 3
  • 4. ‘Ground-up’ approach  Point of difference • Empirical data for indicator selection not always readily available • Often top-down approaches, using expert consensus • Research had explicit intention of identifying areas suitable for indicator development  Relevance: addresses areas identified as important by stakeholders  Engages field workers and end-users  Stakeholder ownership and confidence • Measure what matters 29 October 2014 Roshan Perera HNZ presentation 4
  • 5.  Builds on existing quality efforts  Purposively constructed  Take into account the feasibility of routine data collection and collation in community settings  Fit for purpose  Organised and linked ‘functionally’ rather than theoretically  Applicable for assessment of quality of care provision across a variety of settings 29 October 2014 Roshan Perera HNZ presentation 5
  • 6. Indicator development Empirical research from ImPacT project highlighted challenges to integrated community-based palliative care provision • Confidence and Competence (includes scope of generalist vs specialist care and timing of transition) • Workload, time constraints and responsiveness • Continuity of care; communication and reporting • Access to resources, equipment, support services • Capacity building and education • Organisational change 29 October 2014 Roshan Perera HNZ presentation 6
  • 7. Indicator development  Topic areas and indicators derived from the identified challenges • Effective care • Timely access to health care • Communication • Continuity of care and access to support services and equipment • Responsiveness to family/carer needs • Education and capacity  Numerators/Denominators and caveats specified 29 October 2014 Roshan Perera HNZ presentation 7
  • 8. A greater truth?  Quality issues consistent with the international literature • Improved communication and capacity building • Clear definition of roles/responsibilities/lines of reporting • Tech skills and holistic care • Ready access to specialist PC  Consistent with the consensus indicators and outcome measures developed by other means  Synergy in topic areas across the various approaches taken – potentially suggests a ‘greater truth’ evident 29 October 2014 Roshan Perera HNZ presentation 8
  • 9. Why indicator “suites” Indicators focus on discrete areas (pin-pricks of light) Clusters of related indicators provide a wider beam of illumination onto a particular aspect of care Enables comprehensive review of the aspect of care in question 29 October 2014 Roshan Perera HNZ presentation 9
  • 10. 29 October 2014 Roshan Perera HNZ presentation 10
  • 11. Topic areas for the indicator suites  Effective Care  Timely access Communication  Continuity of care; community support and support services  Responsiveness to family /carer needs  Education and capacity 29 October 2014 Roshan Perera HNZ presentation 11
  • 12. The Indicators  Suite 1: Effective care • Clinical symptom control and assessment • Review of symptom control • Clinical management documentation  Suite 2: Timely access to health care • Service availability and response to office/practice, home visit requests, phone calls and after-hours contact • Service availability and response to requests for prescriptions, referral, social support, equipment and certification 29 October 2014 Roshan Perera HNZ presentation 12
  • 13.  Suite 3: Communication • Documentation of communication and decisions within team, with patient/carer, and external services (incl GP)  Suite 4: Support for maintenance of continuity of care; and for accessing support services including social support and required equipment • Documentation to enable access to necessary services incl social support, external providers and equipment • Provision of complete and appropriate documentation for certification 29 October 2014 Roshan Perera HNZ presentation 13
  • 14.  Suite 5: Responsiveness to family/carer needs • Identification and review of needs • Appropriate documentation and ability to track responsiveness • F/U and addressing of bereavement/family satisfaction • Positive impact on the community (donations)  Suite 6: Education and capacity • Availability of an appropriately and highly skilled workforce, and sufficient range of PC services to meet need (Id and resolution of workforce and service requirements, and shortfalls; provision of education by locational specialist workforce) 29 October 2014 Roshan Perera HNZ presentation 14
  • 15. 29 October 2014 Roshan Perera HNZ presentation 15
  • 16. Suite 5 Topic: Family Needs Aspect of care: Responsiveness  Addresses need for: • Systems and processes which • Identify family needs and bereavement support • Flag need for bereavement support prior to 6 weeks • Maintain accurate records  Unit of analysis • Individual practice or GP • Rest home/ARC • Hospice/specialist team 29 October 2014 Roshan Perera HNZ presentation 16
  • 17. Suite 5  Denominator: • Palliative care patients enrolled at a GP practice and under Hospice or Rest Home care  Numerators Indicator 1: • Documentation of family/carer needs at first contact • Itemisation of identified needs at first contact • Documentation of review of family/carer needs at (x interval) including need for early bereavement support • Documented action on identified needs Indicator 2: • Patient dies at negotiated place of death 29 October 2014 Roshan Perera HNZ presentation 17
  • 18. Numerators Indicator 3: Suite 5 • Bereavement support f/u at 6/52 documented Indicator 4: • Family satisfaction with service provision documented • F/U within 2/52 of family issues with service provision documented Indicator 5: • Donations to Hospice/Volunteer workforce 29 October 2014 Roshan Perera HNZ presentation 18
  • 19. So What?  Comparison of care provision & benchmarking standards of care across PC service delivery settings, to: • Compare current care to aspirational statements • Identify gaps in quality/ safety/ equity of access • Investigate extent and impact of variability in PC service provision • Foster improvement initiatives and inform change • Foster a quality culture: feasibility and benefits of routine use  Pilot to gather data to enable target setting 29 October 2014 Roshan Perera HNZ presentation 19
  • 20. Future plans ImPaCT project quantitative arm GP survey National benchmarking, effectiveness and future national standard setting (HRC grant application) Sandpit meeting (2015) 29 October 2014 Roshan Perera HNZ presentation 20
  • 21. Discussion What Indicators of Quality Service are currently in use and how are they used? What are the barriers to routine use? • Eg for routine audit and QA/QI purposes • GP survey : what should we ask them? Any feedback on intended questions? 29 October 2014 Roshan Perera HNZ presentation 21
  • 22. An exercise for you to do:  In small groups  Each discuss a recent bereavement episode that you were involved with  Identify care aspects that might have gone differently if an “early warning” or quality indicator were routinely in place.  What would the warning/indicator have been?  What aspect of service would have been impacted? 29 October 2014 Roshan Perera HNZ presentation 22
  • 23. Acknowledgements  Te Omanga Hospice – staff, volunteers, patients/carers, GPs, Trustees/Board  Hospice New Zealand  Palliative Care Council 29 October 2014 Roshan Perera HNZ presentation 23