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NHS
                                       NHS Improvement


CANCER




DIAGNOSTICS
              Heart Improvement

              Cardiac Rehabilitation -
HEART         National Priority Projects
              Lessons and learning one year on...
LUNG
              October 2009


STROKE
Cardiac Rehabilitation
Cardiac rehabilitation (CR) is a national priority project of NHS Improvement
focusing on increasing the access to, equity of provision and uptake of CR
services for heart attack, angioplasty and CABG patients.


The time scale for the projects varies, with some projects still in the initial
stages. Key learning from the project is available in brief in the introduction
to this document and in more detail in each of the project summaries.


Project summaries
Project summaries include issues to be addressed, baseline position, actions
taken, key learning and results to date from the 11 projects participating in
this work.


Contact details are included to provide additional information with regular
updates available on the website at www.improvement.nhs.uk/heart/rehab
Cardiac Rehabilitation - National Priority Projects    3




Contents
Foreword                                                                                 4

Introduction                                                                             6

Key Learning                                                                             7

Quality, Innovation, Productivity and Prevention                                         8

Project Summaries                                                                        9

Commissioning an equitable service across the county                                    10
Derbyshire County PCT

A sector wide approach to cardiac rehabilitation in South West London                   13
South West London Cardiac and Stroke Network

Rehabilitation triage assessment                                                        18
North Lincolnshire and Goole NHS Trust

Planning cardiac rehabilitation commissioning                                           22
Dorset Cardiac and Stroke Network

Modernising a cardiac rehabilitation service                                            26
NHS North of Tyne, North of England Cardiovascular Network

A redesigned service for North Staffordshire                                            30
Shropshire and Staffordshire Heart and Stroke Network

Improving access for Surrey patients                                                    33
Surrey Heart and Stroke Network

Audit on the uptake of phase three cardiac rehabilitation                               36
Black Country Cardiovascular Network

Referral to cardiac rehabilitation for PPCI patients                                    39
North West London Cardiac and Stroke Network

Vocational rehabilitation project                                                       41
North West London Cardiac and Stroke Network

Cardiac rehabilitation across the Peninsula                                             44
Peninsula Heart and Stroke Network

Project Team                                                                            47




                                                                     www.improvement.nhs.uk/heart
4       Cardiac Rehabilitation - National Priority Projects




        Foreword
                                      During this time of imminent financial constraint and commissioning
                                      pressures the national priority projects for cardiac rehabilitation (CR) have
                                      created a real sense of optimism within the clinical teams and have led to
                                      significant positive change which will become evident over the coming
                                      years. NHS Improvement - Heart has taken positive action towards
                                      ensuring that lessons learnt in one work stream become the building
                                      blocks for other teams. This critical mass approach is key to achieving
                                      the greatest impact in the shortest possible time which, for CR, is
                                      important because the challenge ahead is huge! Recent National Audit
        of Cardiac Rehabilitation (NACR) figures show that uptake remains low (mean 38%) and that average
        trends in uptake did not change in 2007-2008. The NACR report and the network survey of CR
        highlighted that referral to rehabilitation is one of the biggest hurdles to ensuring higher uptake.
        There is clearly plenty of work to do but I believe the CR priority projects have the right focus to
        tackle the problem, for example service redesign, innovations in commissioning and leadership
        development, which we all know are important issues and challenges facing practitioners and service
        providers.

        The national priority projects for CR are the test bed for tariff debate and collectively we are making
        a real contribution to shaping the future national tariffs for CR. One of the lessons, so far, is that
        tariff doesn’t bring new money but what is does is give commissioners and providers a clear
        framework for what CR costs. What we have learnt, through the CR projects, is that service
        specification is the key to commissioning best practice CR. NHS Improvement - Heart is primed to
        produce meaningful support structures to help commissioners and providers achieve this is their own
        localities.

        It is less than one year since the CR national projects started yet we already have some clear success
        stories from individual projects and we see similar promise as the present projects roll out. The CR
        projects are fully inclusive and thrive on close liaison with local commissioners, cardiologists, CR
        practitioners and cardiac networks all of whom are committed to innovations aimed at enhancing
        referral to CR and reducing inequalities in access over the next 12 months. The CR project team are
        tasked with making sure that the best possible outcomes prevail and that success is shared with
        others.

        My role as national clinical lead has been made possible and strengthened by close partnership with
        NHS Improvement - Heart and particularly Linda Binder and Dr Jane Flint both of whom have the
        skills and motivation to take the battle to where it counts. We look forward to even greater success
        over the next few years as we enable one of the most strongly supported clinical interventions, that
        brings substantial benefits to patients, to become a reality for those that require it.


        Professor Patrick Doherty
        National Clinical Lead for Cardiac Rehabilitation to NHS Improvement




www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects          5




Foreword
                             The cardiovascular networks always promised to be effective health
                             communities, across which sharing good practice and ultimately
                             redesigning ideal care pathways for patients, including cardiac
                             rehabilitation could be made. Commissioning against commitment to key
                             defined outcomes is important. Although only a minority of networks
                             has so far worked with the national team on priority projects, these
                             networks already show an appreciation of both achievements of
                             programmes, and most importantly, the challenges faced across their
                             respective territories.

Our first completed audit cycle of the network survey of cardiac rehabilitation development has
highlighted the minority view as yet of robust commissioning, but increasing opportunity with roll-out
of Primary PCI for STEMI to include cardiac rehabilitation within the business case. From North of
Tyne to Pan London down to Peninsula there has been real progress, through their projects, in the
relationship with commissioners, but the North West London Cardiac and Stroke Network has
identified the specially identified professional needed to effectively repatriate with documentation
patients receiving PPCI from surrounding districts to a ‘heart attack’ centre.

Commitment to submit data to National Audit of Cardiac Rehabilitation (NACR) is universal among
networks, and four of the projects make specific reference to network commitment to improve
submission of data. The vital need to interface NACR with other important cardiac databases is also
emphasised.

The inequalities’ agenda is ever reflected in access to cardiac rehabilitation. All projects have bravely
tackled variation both within and among programmes, and between different cardiac patient
pathways. Their innovative approaches involving all stakeholders bear witness to our network survey
outcome that the majority have been able to favourably influence cardiac rehabilitation across their
regions.

The 2008-2009 year has been a really stirring one, but there remains most yet to do! Best wishes
for the coming year!


Jane Flint BSc MD FRCP
National Clinical Advisor for Cardiac Rehabilitation to NHS Improvement




                                                                        www.improvement.nhs.uk/heart
6       Cardiac Rehabilitation - National Priority Projects




        Introduction
                                     The National Priority     We were also keen to ensure that the components
                                     Project for Cardiac       indicated below were addressed:
                                     Rehabilitation started
                                     in September 2008         • Reducing inequalities
                                     following applications    • Addressing diversity
                                     by cardiac                • Increasing access to and information about CR
                                     networks and NHS            services
                                     organisations and a       • Engaging patients/carers/families in planning
                                     stringent review            services
                                     process. Nine projects    • Workforce and multi-disciplinary team
                                     were chosen – some          approaches.
        of which had several strands of work and others
        which were pulling together different sites into one   To share the learning a series of two monthly
        main project.                                          meetings were initiated attended by project
                                                               managers and their teams. Led by the national
        The overall aim of the national project was to         project leads for cardiac rehabilitation at NHS
        increase the access to, equity of provision and        Improvement, (Linda Binder, National Improvement
        uptake of CR services for heart attack, angioplasty    Lead, Patrick Doherty, National Clinical Lead and
        and CABG patients, piloting implementation of the      supported by Dr Jane Flint, National Clinical
        NICE Recommendations on Cardiac Rehabilitation -       Advisor) these meetings proved a very successful
        as outlined in the NICE Clinical Guidelines CG48 on    method of providing peer support. Learning from
        MI: Secondary Prevention and utilising the NICE        other projects and about national issues, such as
        Commissioning Guide on Cardiac Rehabilitation as       work around tariff negotiations, has proved
        a resource to support improved commissioning.          invaluable to progressing individual projects within
                                                               the national initiative.
        We were particularly interested in receiving
        applications where the focus would be on:              One year into this three year national project, the
                                                               project sites are keen to share their outputs to
        • Identification and active engagement of eligible     date. These range from projects whose work
          CR participants using a systematic and structured    around commissioning (and with commissioners)
          approach                                             has led them to develop a service specification -
        • Development of mixed models of provision             and in one instance set up a tendering process -
          tailored to meet the needs of individual patients    to others where the pathway has been examined,
        • Relevant rehabilitation for groups less likely to    renegotiated or been subject to demand and
          access the service such as women or ethnic           capacity work within the service in order increase
          minorities                                           the numbers and types of patients accessing
        • Development of exercise components designed          rehabilitation.
          to meet the needs of older people or those with
          significant co-morbidities                           The quantifiable benefits are outlined within the
        • Joint agreement, planning and commissioning of       projects and summarised in terms of key learning
          services across hospital trust, GP practice, PCT     and QIPP outcomes. Further detail on these points
          and social/leisure services and at network wide      is contained in the project summaries that follow.
          level
        • Exploration of the feasibility of a generic
          rehabilitation model encompassing other disease
          modalities.                                          Linda Binder
                                                               National Improvement Lead,
                                                               NHS Improvement




www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects    7




Key Learning
Outlined below are some of the key learning
identified by the projects after just one year:

• Ensure supportive and strong clinical
  leadership/engagement to champion the
  approach, aid decision making and manage
  clinical expectations of the group
• Ensure the right people are working on your
  project and that you are engaging with the right
  stakeholders from the outset
• Understand baseline activity of existing service
  provision and ensure there is robust data - crucial
  to help identify inequalities and to monitor
  progress of work
• Build analyst time into your project and make
  sure your finance team are also on board if
  necessary
• Understand your demand and capacity
• Ensure service reconfiguration does not create
  an alternative bottleneck
• Spend time defining your key performance
  indicators
• Good communication mechanisms (email /
  phone) helps resolve issues quickly
• Build sustainability into your service
• Learn from other trusts that are doing well,
  a site visit is often a good way of doing this
• Promote the ability of cardiac rehabilitation to
  reduce admissions and length of stay and
  generate cost savings into your business case
• Consider the implications of going out to tender
  and whether you will need to buy in external
  consultancy
• Dedicated project management time
• Multiagency partnerships can increase flexibility
  within your service
• Don’t forget the patients – their views are
  important and helpful in redesigning a service.




                                                                          www.improvement.nhs.uk/heart
8       Cardiac Rehabilitation - National Priority Projects




        Quality, Innovation, Productivity
        and Prevention (QIPP)
        Outlined below are some of the QIPP benefits          INNOVATION
        identified by the projects after just one year:
                                                              •   Rehab led follow up
        QUALITY                                               •   Looking at ways to include health checks
                                                              •   Drug therapy reviews
        Safety                                                •   Task group acting to coordinate all quality
        • Centralised referral and patient tracking               initiatives.
        • Standardised protocols and procedures assessed
          against evidence base                               PRODUCTIVITY
        • Risk stratification form
        • Criteria for shuttle testing patients               • Increased number of patients accessing rehab
        • Governance standards developed with                 • Reduced hand offs – integrated team with fewer
          metrics system                                        referral steps
        • Skills competency assessment.                       • Using and scheduling staff more effectively
                                                              • Rehab led follow up – reduces the need for
        Effectiveness                                           outpatient attendance
        • New community and home based programme              • Ensuring availability of MDT staff to
          for IHD                                               increase flow.
        • Cardiac rehabilitation outcome measures
          identified
        • Clear management plans
        • Effective use of staff and programmes – no
          shutdown of services.
        • ICD rehab (rolled out)
        • Rehab led follow up.

        Experience
        • Increased patient choice
        • Care provided closer to home
        • Relevant patient information
        • Discovery interviews, patient forums and patient
          questionnaires to inform development of services
          which meet patient needs.




www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects           9




                                              Project Summaries
10      Cardiac Rehabilitation - National Priority Projects




        Commissioning an equitable service across the county
        Derbyshire County PCT


        Synopsis                                              • No clear funding streams. Historically the
                                                                majority of budgets have been tied up within
        Our challenge was to commission an effective,           acute trust contracts. The lack of clear funding
        consistent and equitable cardiac rehabilitation         streams has meant that the cost of cardiac
        service across Derbyshire PCT by providing care         rehabilitation varies across the PCT and does
        closer to patient’s homes and offering them a           not always represent good value for money.
        menu based service.                                   • Lack of data to support cardiac
        Over the course of two years we have aimed to           rehabilitation. Not all of the service providers
        identify our baseline, develop a new model of           that provide cardiac rehabilitation for
        service, ‘build’ a business case to secure funding,     Derbyshire patients use the NACR database
        develop a service specification and procure the         and data varies enormously in terms of quality.
        service through a formal tendering process.             The lack of a centralised system has meant
                                                                that data has not been able to be used to
        To date we have secured funding for the service         ensure everyone eligible for cardiac
        and we are preparing to go out to tender before         rehabilitation has been offered it.
        the end of 2009.

        Background                                              Current service provision for people
                                                                resident in Derbyshire
        The merger of six PCTs to form Derbyshire
        County Primary Care Trust (PCT) in 2006 led to a
        differing level of provision of cardiac
        rehabilitation across the health community. The
        large and diverse PCT has meant that patients
        have been receiving rehabilitation from a variety
        of service providers, many of which are located
        outside of the PCT boundary. In 2007 a strategy
        was developed to identify the main issues facing
        cardiac rehabilitation services in Derbyshire,
        these are summarised below:
        • Inequitable service. There is no consistent
          cardiac rehabilitation pathway across
          Derbyshire; therefore it is the geographical
          location of the patient that has determined
          the service received. The lack of a coordinated
          approach towards rehabilitation has meant
          that programmes have not been distributed             • The stars in blue are community services that
          equitably in response to need; analysis has             provide cardiac rehabilitation phase 3 only
          shown that in the area with the highest               • The green stars show the number of acute
          prevalence patients were expected to travel             provider services that our patients in
          some of the largest distances to access a               Derbyshire can access. Some of these also
          programme.                                              provide a phase 3 programme. However,
        • Poor uptake. In some areas of the county it             apart from the two main provider trusts in
          was identified that there was a poor uptake             the county many patients find the distance
          rate. This was most notable in the Bolsover             to travel back to the other provider trusts
                                                                  challenging and therefore for our patients
          Spearhead area, where it was calculated that
                                                                  there is little uptake of the phase 3
          as little as 16% of eligible patients were taking
                                                                  provision.
          up cardiac rehabilitation. Contributing factors
          are thought to be; distance to hospital based
          programmes, associated parking charges and
          lack of choice of programmes available.


www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects         11




What we did                                             The steps taken to achieve the aim and planned
                                                        outcomes of the project are summarised below:
The aim of the project
The aim of the project is to commission an              a.Baseline measurement
effective, consistent and equitable cardiac                Work commenced to understand our current
rehabilitation service across Derbyshire in order          levels of activity and financial commitment.
to optimise uptake and maximise health                     This was challenging due to the number of
outcomes for the population.                               providers, complicated financial arrangements
                                                           and variation in data collection.
Planned outcomes for the project                        b.Development of a new cardiac
• Increased access: the service is moving                  rehabilitation pathway for Derbyshire
  towards a menu based model whereby                       A work group consisting of clinicians from the
  patients will be able to choose a service that           major providers, commissioners, public health
  meets their individual need. This will optimise          specialists and a patient representative came
  uptake and provide more patient centred care.            together to develop a new pathway for
  The planned increase in community based                  Derbyshire County PCT residents. A clinical
  provision will reduce the distances people               lead who works across both primary and
  currently are required to travel and as a result         secondary care was appointed and her role
  increase access. The referral criteria will include      was critical in leading the development. Some
  angina and heart failure patients, two groups            of the actions the group took to facilitate the
  who are not consistently offered cardiac                 development of the pathway included:
  rehabilitation at present.                               • Process mapping with clinicians and patients
• Reduction in health inequalities: service                • Brainstorming what an ideal pathway should
  provision will be planned in accordance with                look like against national evidence and best
  the greatest health need, taking into account               practice
  disease prevalence, deprivation and access. A            • A site trip to a cardiac rehabilitation service
  menu based service will ensure that people are              reporting high uptake and good outcomes
  not excluded from cardiac rehabilitation                 • A patient representative working with us
  because they choose not to attend a formal,                 throughout the project.
  group programme.                                      c. Identification of additional funding
• Increased links with primary care and long               A business case was developed by
  term maintenance options: community                      commissioners outlining the key issues and
  based services will support the development of           risks with the current service and identifying
  stronger links with the communities that                 potential benefits and savings to the PCT.
  patients live in. The new pathway will seek to        d.Development of a service specification
  ensure a seamless transfer of patients into              Additional funding was secured through the
  long term healthy lifestyle options as well as           PCTs Local Operating Plan for 2009-10 and
  making sure that all patients receive structured         work commenced to translate the pathway
  follow up by primary care.                               into a service specification and define key
• Increased effectiveness: the service will be             performance outcomes.
  commissioned with a focus on outcomes. This           e.Commencement of a procurement process
  will ensure delivery of the health benefits that         to drive improvement
  cardiac rehabilitation can provide.                      Due to the number of existing providers, the
• Increased financial effectiveness: the new               potential value of the contract and the level of
  pathway will seek to standardise the cost of             service redesign it was decided that a formal
  cardiac rehabilitation across Derbyshire so that         procurement process would be the best
  value for money can be achieved. It is                   method for securing the best health outcomes
  anticipated that by commissioning for both               and value for money service.
  activity and health outcomes service providers
  will be driven to deliver quality care and
  efficiencies.


                                                                          www.improvement.nhs.uk/heart
12      Cardiac Rehabilitation - National Priority Projects




        The biggest issue/challenge                            a.Ensure the right people are working on your
                                                                  project and that you are engaging with the
        Defining the baseline was crucial to identifying
                                                                  right stakeholders from the outset of the
        the amount of activity to be commissioned and
                                                                  project. These may include cardiac
        to understand the local picture. It proved
                                                                  rehabilitation clinicians, public health, GPs,
        extremely difficult to calculate the current spend
                                                                  finance, HR, information, leisure services,
        on cardiac rehabilitation services because of the
                                                                  support groups, cardiology etc.
        lack of clear funding streams. In one case,
                                                               b.Understand what is currently happening in
        investigation by one of the acute trust service
                                                                  your PCT in terms of baseline activity and
        providers highlighted the fact they had not been
                                                                  understand how it is being paid for. Build
        charging the PCT at all for the activity. Getting
                                                                  analyst time into your project and make sure
        reliable and accurate data on the number of
                                                                  your finance team are also on board to assist.
        patients who would be eligible for cardiac
                                                               c. Consider early the possibility of going out to
        rehabilitation and understanding which patients
                                                                  tender and communicate this to your
        were already accessing the different pathways
                                                                  stakeholders.
        was also a complicated process. Both tasks took
                                                               d.Ensure you have strong clinical leadership but
        longer than expected and required significant
                                                                  consider the implications of going out to
        finance and analyst input.
                                                                  tender and whether you will need to buy in
        The impact to date                                        external consultancy.
                                                               e.Build a business case and make sure you
        This project is about planning for and                    promote the ability of cardiac rehabilitation to
        commissioning a new cardiac rehabilitation                reduce admissions and length of stay and
        service. To date the key success factors include:         produce cost savings.
        • Development of a new pathway                         f. Learn from other trusts that are doing well, a
        • Securing additional funding in order to                 site visit is often a good way of doing this.
          implement the new pathway                            g.Spend time defining your key performance
        • Development of a service specification.                 indicators. Allow potential providers to be
                                                                  innovative in their response to your service
        The service specification will ensure that the            specification.
        impact of the service, once commissioned, will         h.Dedicated project management time.
        be able to be measured by commissioners on a
                                                               Next steps
        regular basis. This will include:
        • Activity – up take rate against national targets,    The new pathway for cardiac rehabilitation is
          decliner rate, completion rates, referral rates to   expected to be commissioned by the PCT via a
          other services                                       formal tendering exercise within this financial
        • Health outcomes – patients will be expected to       year. The successful provider or providers will
          achieve a certain number of health outcomes          then work with the PCT to implement the new
          including, treatment outcomes, clinical              pathway through a phased approach over the
          outcomes and patient centred outcomes                following six months.
        • Quality outcomes such as accessibility of the        Contact details
          service, patient and carer satisfaction,
          compliance with national standards and               Ciara Scarff, Long Term Conditions
          waiting times etc.                                   Commissioning Manager
                                                               Email: ciara.scarff@derbyshirecountypct.nhs.uk
        Barriers, challenges, and lessons                      Telephone: 0115 9316159
        Key learning points from Derbyshire County             Janet Whitehead, Public Health Specialist
        PCT project:                                           Email:
                                                               janet.whitehead@derbyshirecountypct.nhs.uk
                                                               Telephone: 01629 817931 x2316



www.improvement.nhs.uk/heart
NHS
                                                                            NHS Improvement


CANCER




DIAGNOSTICS




HEART




LUNG
              NHS Improvement

              With ten years practical service improvement experience in cancer,
              diagnostics and heart, NHS Improvement aims to achieve sustainable
STROKE        effective pathways and systems, share improvement resources and
              learning, increase impact and ensure value for money to improve the
              efficiency and quality of NHS services.
              Working with clinical networks and NHS organisations across England,
              NHS Improvement helps to transform, deliver and build sustainable
              improvements across the entire pathway of care in cancer, diagnostics,
              heart and stroke services.




              NHS Improvement
              3rd Floor | St John’s House | East Street | Leicester | LE1 6NB
              Telephone: 0116 222 5184 | Fax: 0116 222 5101

              www.improvement.nhs.uk




              Delivering tomorrow’s
              improvement agenda
              for the NHS




                                                                    ©NHS Improvement 2009 | All Rights Reserved - Publication Ref: IMP/heart09/02
Cardiac Rehabilitation - National Priority Projects        13




A sector wide approach to cardiac
rehabilitation in South West London
South West London Cardiac and Stroke Network


Synopsis
What was the problem, challenge or issue
you were trying to resolve?
The network’s cardiac rehabilitation task group
had agreed on a high level pathway for cardiac
rehab services (see appendix 1) and wanted
support from the network to implement this
across the sector. In addition, they sought
support in establishing robust commissioning
arrangements for their programmes.
What were you trying to achieve in the
time available?
As the scope of this project is broad (covering all
cardiac rehab programmes in the sector) we felt
it was realistic to focus on project planning and       was successful, with a lot of positive feedback
starting to pilot initiatives during the first year,    received and work is now progressing to agree a
with ongoing evaluation and roll-out of                 pan London set of outcomes for cardiac rehab.
successful initiatives running into the second          What would you do differently?
and third years of the project.                         The initial focus of the project was on the
What was your solution(s) or approach                   incoming phase one tariff as programmes in the
to this?                                                sector were keen to look at implications of this.
Our approach has been two-pronged. New                  In retrospect, the initial work should have
initiatives are being trialled using a PDSA cycle       focused on ensuring all teams had robust data
based approach (plan, pilot, review, and                to inform commissioners and to support shadow
roll-out). In addition, the network team agreed         modelling of tariff once agreed.
to support service redesign work that had               Also, tighter project planning in the early phases
already commenced, ensuring that the agreed             for elements which are reliant on others to
pathway was firmly embedded in this work.               deliver would have enabled us to be clearer
What worked/ didn’t work to date?                       about roles and responsibilities and manage the
So far, the approach we have taken to piloting          process more firmly.
and rolling out initiatives has been successful.
We have had been able to implement initiatives          Background
that have worked well in other areas, using the         The idea for this project arose from the findings
learning from pilot sites to support this. We have      of a retrospective audit of cardiac rehab
also trialled some initiatives in one or two sites      programmes in South West London, and an
(such as ward staff delivering phase one) and           assessment of these programmes against the
found these to be less successful and therefore         NSF and the BACR standards (appendix 4).
these have not been picked up post-pilot.               These indicated that there was a range of rehab
Involvement in the national priority project has        provision across the sector, with inequalities in
been very valuable to stay abreast of what’s            provision for different groups. In addition,
going on both at a national level and in other          cardiac rehab services across the country are
organisations from across the country.                  striving to provide a ‘menu’ of rehab options, to
                                                        promote onward referral to existing prevention
Work on the commissioning and tariff                    services, and to increase the range of settings in
workstream has been slow, partly due to the             which rehab is provided. The aim of this is to
lack of information available about the tariff.         provide services which are more flexible and can
However, a pan London event focusing on the             be tailored to fit patient needs more easily,
commissioning of cardiac rehab services in May          thereby increasing uptake.


                                                                          www.improvement.nhs.uk/heart
14      Cardiac Rehabilitation - National Priority Projects




        Research findings and local patient feedback          Metrics have been developed for the cardiac
        indicate that patients feel most vulnerable in        rehab workstreams of both South London
        the early post discharge phase and this is most       network workstreams, which will be reviewed
        evident in patients who spend short periods of        for sign off in September 2009. These have
        time in hospital (such as primary angioplasty         been aligned with the project measures to
        patients who have an average length of stay           enable ongoing measurement of impact and
        of three days). The network task group                monitoring to ensure sustainability (see
        therefore developed a high level pathway for          appendix 3 for the draft dashboard).
        implementation (see appendix 1). The key
        features of this pathway are the emphasis on          This project has taken a sector wide approach
        the early post discharge phase, the range of          which has been beneficial in working towards
        options available, the range of settings available,   reducing inequalities and supporting programme
        and the links with existing prevention services.      leads to progress service improvement work.
        The aims and anticipated benefits of the project      Pan London work has also commenced to
        are outlined in appendix 2.                           develop a joined up approach to the key issues
                                                              for rehab services, promote networking, to
        What we did                                           support joined up working between providers
                                                              in different sectors, and to ensure some
        The baseline data for this project was taken          standardisation in the commissioning of
        from the retrospective audit and baseline             CR services.
        assessment conducted in 2007. Workstreams
        were developed in conjunction with the task           The aims of this project were:
        group, and have evolved as the project has gone       • To improve access to cardiac rehab for all
        on to reflect changes locally (i.e. within existing     groups of cardiac patients
        services) and nationally (i.e. tariff development).   • To reduce inequalities throughout the sector
        Pilot sites for initiatives were selected based on    • To improve uptake by providing a sector-wide
        enthusiasm of programme leads, fit with                 service that is responsive to the needs of
        ongoing work (redesign work and other                   patients and clinicians
        initiatives currently underway) and an                • To ensure providers and commissioners are
        assessment of need (e.g. drug therapy review            working together to plan, develop and
        pilots will be selected based on audit results).        commission appropriate services for local
                                                                populations.
        Initiatives are being implemented through a
        pilot, evaluate and roll-out approach and             The key high level outcome of this project was
        through integration with service development          that all communities in the sector have high
        and service redesign work already underway.           quality, robustly commissioned CR services
        It is anticipated that the pathway will be            providing a range of activities in a range of
        embedded throughout the sector once                   settings that can be equitably accessed by all
        workstreams have been evaluated and the               groups of patients that can benefit. The aims
        learning from these shared amongst the                and anticipated benefits of the project are
        organisations in our sector. The project leads        outlined in appendix 2.
        plan to drive and embed ongoing service
        improvements through supporting robust
        commissioning of CR services in our sector.




www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects        15




The biggest issue/challenge                            Work to reduce inequalities in access to CR for
                                                       different patient groups is progressing well in
The network task group has a quality assurance         many areas, including the development of a
role for rehab programmes in the sector and this       number of new programmes.
has led to unplanned involvement in
programmes undergoing changes which have               • A successful ICD CR pilot has enabled sector
destabilised other local programmes. However,            wide roll out to commence
this has clear links to the project as ensures         • A new community IHD CR programme has
equity of provision across the sector.                   commenced targeted specifically at hard to
                                                         reach populations
The quality assurance role has been essential to       • A new community programme incorporating
the delivery of the project as services in               heart failure rehab has been developed with
development and those undergoing significant             network support (recruitment almost
change are taken to the network task group to            complete, programme to commence autumn
enable them the group to have oversight of CR            2009)
services in our sector, allowing them to assess        • A local PCT has agreement to develop a stable
equity of provision. This role was signed off by         angina community CR programme, supported
chief executives in the sector and enables our           by discovery interviews conducted by network
task group (professionally and organisationally          leads.
representative) to input to local decision making
from a clinical perspective.                           In addition, existing programmes have begun to
                                                       broaden their inclusion criteria, enabling more
Involvement of the project leads in quality            patients who can benefits from cardiac rehab to
assurance activities has been particularly time        access services.
consuming and has adversely affected time
scales for the project as several initiatives have     The scope of this project means that lead in time
had to be placed on hold while issues are              for delivery is much longer than for projects with
resolved. This has, however, been essential to         a more discrete focus, however this means that
achieving the project objectives and although          the impact and benefits of this work once
some of this work has been unplanned, and              realised will be much broader. It is anticipated
something we were unable to anticipate, it is          that this project will impact on patient outcomes
has been important in helping us to achieve the        (such as quality of life, knowledge of their
end project goals.                                     condition, risk factor modification, etc as well as
                                                       mortality and morbidity), process of care
The impact to date                                     outcomes, resource utilisation outcomes (such as
                                                       onward referral to services such as smoking
The scope of this project means that many              cessation) and cost outcomes. It is envisaged
initiatives are still at the planning or early         that the impact of the project of some of these
implementation stage. Preparatory work has             outcome measures may not be noticeable in the
included:                                              short term but these will be reviewed one year
• Business case development                            after project work has finished.
• Project planning for drug therapy review             The impact of this project is being measured
  (including South London audit) and rehab led         through the South London cardiac rehab
  follow up (pilots to commence later this year)       workstreams dashboard. This measures the
• Skills competency assessment tool                    impact at a high level as the scope of the project
  development using Skills for Health CHD              is broad (sector wide), with the recommendation
  competencies (used with two teams to identify        that local / workstream level data be measured
  training needs in relation to the new pathway        and monitored locally through NACR. For
  and has been shared with national priority           example, the dashboard monitors which groups
  project colleagues).                                 of patients are able to access cardiac rehab in



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16      Cardiac Rehabilitation - National Priority Projects




        each borough, with a recommendation that              Key challenges/ barriers to
        programmes use NACR to monitor activity data          implementation/ risks to delivery
        for different patient groups.                         and how you overcame them
                                                              A major challenge for this project has been the
        Barriers, challenges, and lessons                     lack of robust data available to us. Better data
                                                              would have been immensely helpful to support
        What worked and what didn’t work; what                commissioning discussions. A lack of
        you would do differently/ the same;                   understanding by individual programmes
        Pan London working has been very useful,              regarding their funding streams has been a
        enabling us to minimise duplication, develop          particular hurdle as this has had to be clarified
        contacts and network effectively, and provide         whilst trying to avoid leaving unfunded
        the London networks with an approach to               programmes in a vulnerable position. The pan
        tackling inequalities in cardiac rehab provision      London work on developing outcomes for
        more easily. A pan London cardiac rehab               cardiac rehab has also been hindered due to the
        conference was successful, with positive              lack of robust data and the approach altered to
        feedback from delegates who felt that this            allow for a ‘shadow period’ to help identify
        improved their knowledge of the commissioning         realistic parameters for outcome measures.
        process. Delegates also felt that developing a
        pan London set of outcomes for cardiac                Key learning/sharing points
        rehabilitation was an important piece of work
        and that networks were in a position to support       Leadership and planning
        this.                                                 Our clinical lead has been very supportive of this
                                                              project and has been involved in project decision
        An initiative to pilot role changes for phases one    making and championing the approach. We
        and two was not successful. The aim of this was       have a cardiology lead on our group who has
        to have ward nurses provide phase one input,          helped us with applying our quality assurance
        thereby freeing up the time of the rehab team         role to programme changes in the sector.
        to focus on a delivering a more comprehensive
        phase two service. This was unsuccessful due to       Joined up working with other network
        the lack of time for the ward nurses to provide a     workstreams has been very productive. For
        full phase one service. In addition, it became        example, our patient diaries project has run
        evident that this did not fit well with incoming      across the revascularisation and rehab
        tariff once the tariff costs were confirmed. In       workstreams, with the diaries being completed
        retrospect, it would have been better to assess       from pre-assessment, through the inpatient stay
        more closely staff capacity on the wards, to wait     and throughout the rehab phase, giving us a full
        until tariff information was clearer, and to run a    picture of the pathway and not just the rehab
        skills competency assessment with key staff           element.
        before commencing this initiative.
                                                              Clinical engagement
        This project has taken a broad approach to            Clinical engagement has been essential in
        patient involvement and this has been very            driving this project. Involvement of local cardiac
        helpful in informing the project direction to         rehab clinicians in the development of the
        date. A decision was made not to have a patient       pathway prior to the project commenced
        representative on the task group but to have a        definitely helped to achieve early buy-in. This has
        liaison member from network patient group and         also ensured that programmes in the sector had
        to have a range of mechanisms for patient             early consensus on the project goal/end point.
        involvement tailored as appropriate. The aim of       In addition, the group has an enthusiastic and
        this was to gain a broader picture of the patient     supportive clinical, and is organisationally and
        and carer perspective of rehab services and           professionally representative, both factors which
        pathways, and to avoid tokenistic                     have been essential to decision making and
        representation. Appendix 4 outlines this              implementation.
        approach.


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Cardiac Rehabilitation - National Priority Projects      17




Information transfer                                  Work to address health inequalities
Our task group meets every six-eight weeks            We have found that having a good baseline of
and this has been the forum for project issues        existing service provision and robust data is
to be discussed. We have found interim                crucial to help identify inequalities and to
communication (email / phone) as well as being        monitoring progress of work aimed at
available for ad hoc discussion has helped            reducing these.
resolve issues quickly. Within the network team
we have used our NPP monthly reports and the          Next steps
NHS Improvement System to communicate
project progress.                                     We will continue with the approach outlined
                                                      previously, ensuring that this is supported by
For initiatives that have multiple leads and          robust evaluation processes and that the
multiple organisations involved we have found         learning from each initiative is shared
it really useful to have a set of communication       appropriately. We plan to monitor progress at a
tools that clearly articulate the background,         sector wide level through the South London
approach and plan for the work. For example,          dashboard, which will be signed off in autumn
the drug therapy reviews pilot is being set up by     2009, along with a set of governance
network leads from South East and South West          requirements. A South London leads group will
London along with the pharmacy lead that              be established to support this and to take a
works across these networks. Early in the project     strategic overview and to help align the
we produced a PID and a briefing paper that           workstreams.
have been used for meetings with network task
groups, potential pilot sites, and industry links,    We will continue to review progress in an
ensuring consistency of communication and             ongoing manner with pilot and roll out sites to
minimising duplication of effort.                     help embed and sustain this work. We anticipate
                                                      the task group as having a key role in sustaining
Provision in community settings                       changes and rolling out good practice.
There are a number of community cardiac rehab
services in our sector now, with several more in      Contact details
development. An important learning point for us
has been around ensuring that these are joined        Alice Jenner,
up with other programmes (e.g. hospital based         Project Manager,
programme and existing prevention schemes)            South West London Cardiac and Stroke Network
right from the beginning. Wherever possible           Email: alice.jenner@stgeorges.nhs.uk
teams should be in a position to cross-cover to       Tel: 020 8725 0956
maintain flexibility and consistency in provision.    Michelle Bull,
For small teams these links can also help prevent     Senior Project Manager,
professionals feeling isolated by promoting           South West London Cardiac and Stroke Network
shared learning and peer support. In boroughs         Email: michelle.bull@stgeorges.nhs.uk
with multiple CR providers it is also very            Tel: 020 8725 1192
important to ensure there is clarity and good
communication about patient choice and referral
routes. The project team are currently producing
a strategic vision paper to inform commissioners
                                                        NB: Appendices 1-4 are available from
at hub level regarding cardiac rehab provision.
                                                        the NHS Improvement website at:
                                                        www.improvement.nhs.uk/heart/
                                                        rehabprojectsummaries




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18      Cardiac Rehabilitation - National Priority Projects




        Rehabilitation triage assessment
        North Lincolnshire and Goole Hospitals NHS Trust


        Synopsis                                              into two sections one is looking at current
                                                              demand and one looking at attendance against
        What was the problem, challenge or issue              attendance.
        you were trying to resolve?
        We noted that patients were not getting timely        Background
        access to their cardiac rehabilitation. This
        appears to have resulted from the fact that we        The priority project initiative is to triage
        as nurses have stopped attending a secondary          participants into appropriate cardiac
        prevention clinic run by the medical team; and        rehabilitation, using a structured pre-assessment
        also as patients are transferred to other hospitals   and follow up evaluation. Prior to the project
        for intervention they are not always referred         patients were put on a waiting list for exercise.
        back in a timely manner.                              The waiting list dates back to 2001, we have
                                                              made several attempts to try to address waiting
        What were you trying to achieve in                    times, but have been unsuccessful. However,
        the time available?                                   during this time the service has expanded to
        We were trying to ensure that patients receive        include angioplasty and heart failure patients,
        timely and appropriate access through triage to       with a year on year increase in service users. Due
        phase three cardiac rehabilitation. This will         to the time on the waiting list we find that some
        reduce inequalities in accessing the service and      patients have declined to undertake exercise by
        so improve patient’s quality of life. To be able to   the time we are able to bring them into the
        give patients a date for pre-assessment in            programme, either because they have started
        advanced without having to be added to a              exercising on their own, or they are back at
        waiting list.                                         work and do not feel that they would benefit
        What was your solution(s) or approach                 from an exercise programme. We have increased
        to this?                                              our capacity for exercise by now providing
        • We intend to use the national audit for             community based exercise programmes and a
          cardiac rehabilitation database as a backup         home based programme from a British Heart
          for those patient’s who have had a procedure        Foundation/Big Lottery grant. We initially
          in another hospital                                 thought that this would help us to address these
        • We have changed our paperwork                       issues in people having to wait to start the
        • We have developed a flow chart to ensure            exercise programme; however, we have found
          that we are all working to the same guidelines      that we now have a longer wait to access the
          and standards so that all patients have equal       programmes. Our team felt the national priority
          access at the appropriate time.                     project initiative would give us the required
                                                              framework to look at our service and help us to
        What worked/didn’t work to date?                      highlight the relevant issues in order for us to
        We attempted in spring 2009 to undertake a            make the appropriate changes.
        piece of demand and capacity work which was
        supported by our cardiac network. However, due        What we did
        to staffing issues within the department we
        were unable to complete this piece of work            The aims and objectives of our project are to
        successfully. Since June 2009 these issues have       triage participants into appropriate cardiac
        been resolved. We have not attempted to               rehabilitation, using a structured pre-assessment
        recreate the original piece of demand and             and follow up evaluation. This will benefit the
        capacity work as our service configuration has        patients by enabling them to have timely and
        changed.                                              appropriate access through triage to physical
                                                              activity; improved quality of life for individuals, it
        What would you do differently?                        will provide an ideal opportunity to signpost
        Capacity and demand work would have been              individuals to other aspects of the cardiac
        managed differently, we feel that this was too        rehabilitation service, and provide an opportunity
        large a piece of work and should have been split      to re-enforce key health care messages.
        into two smaller pieces. We have now broken it


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Cardiac Rehabilitation - National Priority Projects       19




The expected outcome measures are:                     Demand and capacity
• An improved quality of life measured via             We have now revised the demand and capacity
  hospital anxiety and depression (HAD) score          work; as this was not as successful as we had
• A reduction in service utilisation by this group     originally hoped, due to staffing issues, and the
  of individuals, (reduction in readmission, out       need to change our service configuration. We
  patient follow up and consultations)                 have changed our registers for the programmes,
• Flexibility of waiting time to attend the cardiac    so that we are continually monitoring
  rehabilitation programme to meet the                 demand/capacity/uptake and unused capacity
  individuals needs                                    on a weekly basis.
• Improved physical function by an appropriate
  tool                                                 Allocation of pre-assessment appointment
• A clear management plan for each individual          We have now allocated designated slots for pre-
  which will be informed by discussion with the        assessments, as we felt that with offering seven
  patient and their carers.                            different exercise programmes, the management
                                                       of allocating these patients was left to one
We have added some health outcomes into our            person which often became overwhelming with
guidelines for referral and entry into the cardiac     other work commitments. At pre-assessment we
rehabilitation programme, for those who                are able to discuss with the patient and their
complete 70% of the phase three cardiac                relative what their needs are, and make an
rehabilitation exercise programme there should         appropriate plan to meet their needs. We do this
be evidence of benefit in two out of four of:          through an assessment of their lifestyle; record
• Improvement in functional capacity test              their blood pressure and pulse; undertake a
  by 10%                                               functional capacity test; all patients complete a
• Improvement in HAD score by four points              NACR questionnaire, and a risk assessment is
• A measure of continued exercise either by            carried out using the BACR risk assessment tool.
  referral to phase four sessions or individual        Once we have all this information we discuss
  programmes                                           with the patient and relative where is the most
• Attainment of more than one risk factor              appropriate place for them to exercise.
  treatment goal (eg stopping smoking,
  reducing cholesterol, reduction in blood             Individual programme manager
  pressure).                                           We now have split up the management of the
                                                       exercise programmes, and pre-assessment
Process mapping                                        allocation, so that each member of the team has
Firstly we process mapped our service with the         a specific programme that they manage. The
help from the cardiac network. The process map         team then meets on a weekly basis and each
highlighted the fact that we needed to                 program leader updates the rest of the team on
undertake some demand and capacity work, as            their specific programme. We also discuss each
we were not able to highlight where the barriers       patient who has been highlighted as fit and
were regarding the patients having timely access       interested to undertake the exercise component
to their cardiac rehabilitation. It also highlighted   of cardiac rehabilitation. If we notice at these
the issues we have in relation to those of our         meetings that there is a wait starting to develop
patients who have a complex journey, which             at one particular programme, we will discuss if
prevents us from identifying the point at which        there is any capacity elsewhere and offer the
they are suitable to undertake the exercise            patients an alternative site. Each programme
programme. This is often due to patients being         leader will then make an appointment for the
transferred to our tertiary centre for further         patients that are relevant to their programme in
investigations and procedures, and they are not        order for the patient to be assessed fully.
always referred back to us. This has lead to
further work which is network wide to focus
around referrals back to each hospital, the
cardiac network are assisting and supporting us
in this work (see appendix 5).


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20      Cardiac Rehabilitation - National Priority Projects




        The biggest issue/challenge
        Challenges remain regarding identification of
        patients who are ready to exercise but who
        experience a complex patient journey. We feel
        that one reason for this is because our main
        tertiary centre has a high patient workload but a
        limited cardiac rehabilitation service. The referral
        of our patients back into our service is not seen
        as a priority by their nursing teams.
        One issue identified through the project was our
        inability to quantify demand against capacity.
        As already identified we were unable to
        successfully complete this piece of work. We
        have not attempted to recreate the original
        piece of demand and capacity work but have
        changed the focus to monitor attendance
        against capacity and unutilised capacity.
        Work undertaken during the project has
        identified the programmes running with unused
        capacity. We were able to identify that this was
        due to our management of the existing patient          The waiting list for the seated exercise
        pathway. The impact of our action/inaction             programme will remain as this group of patient’s
        created a waiting list and caused us to ‘fire fight’   ability to exercise can be affected by non cardiac
        to reduce waiting times rather than having a           reasons causing the group to change at short
        clear long term strategy to promptly identify          notice. However to optimise attendance we have
        patients who are ready to attend an exercise           developed a 10 week rota.
        programme.                                             We are now able to consider the introduction of
        Prior to the project one person managed all the        a programme specifically for heart failure
        exercise programmes. This created an issue             patients. By managing our demand and capacity
        when workload increased. The identification of         better will enable us to utilise our resources
        patients suitable for exercise became                  differently to enable us to offer our Heart Failure
        inconsistent, pre-assessment dates were not            patients a specific programme in the future
        requested in a timely manner and if patients           rather than including them in the gym with non
        cancelled their appointment we were not                heart failure patients.
        consistently reallocating the appointment to           Working in partnership with local service
        another individual.                                    providers has enabled us to fast track patients
                                                               through Phase three exercise onto phase four
        The impact to date                                     programmes when appropriate resulting in
        We no longer have a waiting list for our               increased capacity in the Phase three
        Scunthorpe and community programmes. All               programmes.
        patients are allocated a pre-assessment date           We are currently developing flow charts by
        within one week of being identified as being           which all team members can identify which
        suitable for exercise.                                 programme is appropriate for each patient. The
        The issues which created a waiting list at the         flow chart will identify a pathway for complex
        Goole programme are almost resolved. Our               patients to enable us to identify when they are
        target is that by 31 October 2009 there will be        ready to attend an exercise programme.
        no waiting list at the Goole programme.


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Cardiac Rehabilitation - National Priority Projects      21




Each programme has an identified programme             partnership with our local cardiac network and
coordinator who manages and monitors                   partner agencies to work out a long term
demand, capacity, waiting times and attendance         strategy to address this challenge.
on a weekly basis.
                                                       Key learning /sharing points
At our weekly team meeting each programme              • Understand your demand and capacity
coordinator updates the rest of the team on            • Ensure service reconfiguration does not create
their programme. If a programme is not                   an alternative bottleneck
running at available capacity we discuss the           • Build sustainability into your service
related issues and agree a strategy to prevent         • Multiagency partnerships can increase
capacity wastage. (see appendix 6)                       flexibility within your service.

Barriers, challenges and Lessons                       Next steps
What worked/what didn’t work                           • Our ability to assess health outcomes and
The process mapping exercise plus demand and             develop a strategy for follow up evaluation has
capacity work has given us a better                      been hampered by staffing issues within our
understanding of patient flow through our                department and the need to reconfigure our
service. The team can now see how our                    demand and capacity work
action/inaction impact on waiting times for            • Our team together with our local cardiac
patients ready to access cardiac rehabilitation.         network is developing a prompt and reliable
                                                         referral pathway for post intervention patients
We have revised our demand and capacity work             discharged from our tertiary centre
to reflect current practice. Staffing issues within    • We intend to commence collecting health
the department, which are currently in the               outcome measure data
process of being resolved, resulted in                 • The second year of the project will concentrate
reconfiguration and suspension of some                   on these elements of our project.
programmes in spring 2009. Although the team
recognize this was not ideal we felt it was better     Contact details
to offer the majority of patients some rather
than no rehabilitation.                                Louise Bevington
                                                       Acting Lead Cardiac Specialist Nurse
Challenges/barriers                                    Cardiac Rehabilitation
A challenge for the future success of our project
is to ensure that when making changes to our           Email: Louise.Bevington@nlg.nhs.uk
service to meet the project aims and objectives        Tel: 01724 290093
that we do not create an alternative bottle neck
in the patient journey.
Our cardiac rehabilitation team has been stable
                                                         NB: Appendices 5-6 are available from
for several years however there have been recent
                                                         the NHS Improvement website at:
unavoidable changes within the team. One
                                                         www.improvement.nhs.uk/heart/
consequence has been the need to re-evaluate             rehabprojectsummaries
the sustainability of our service. The team feel
that these issues and changes prevented us
making the progress in the project that we
envisaged in the first year of the project.
A long term barrier to the success of the project
is the continued delay in the referral pathway
from our local tertiary centre. We are working in




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22      Cardiac Rehabilitation - National Priority Projects




        Planning cardiac rehabilitation commissioning
        Dorset Cardiac and Stroke Network


        Synopsis                                               Background
        What was the problem, challenge or issue               Pan-Dorset serves a population of 758,000 and
        you were trying to resolve?                            this project involves three Acute Trusts: Royal
        To fully understand the current cardiac                Bournemouth NHS Foundation Trust, Poole
        rehabilitation service across Dorset so that           Hospital NHS Foundation Trust and Dorset
        all programmes are supported to reach the              County NHS Foundation Trust. The three cardiac
        minimum BACR Standards and Core                        rehabilitation programmes vary in length,
        Components (2007).                                     content and the place of delivery. All
                                                               programmes access cardiac rehabilitation phase
        What are you trying to achieve in the time             one and two in secondary care.
        available?
        The project will take into account the NICE            Dorset is a rural location and offers phase three
        Commissioning Guide for Cardiac Rehabilitation         programmes in four community sites.
        (2008) in terms of determining local service           Bournemouth offers phase three in secondary
        levels, developing a service specification and         care only and Poole offers phase three in both
        building on mechanisms for quality assurance.          secondary care and in the community.
        What was your solution(s) or approach
        to this                                                Cardiac rehabilitation across Dorset is offered
        The cardiac rehabilitation service across Dorset       routinely to only three of the many diagnostic
        will jointly agree a minimum service specification     groups who might benefit. Such as those who
        which will form a basis by which all future            undergo cardiac surgery, have a heart attack,
        services will be commissioned to ensure equity         and those who have percutaneous coronary
        for all patients who require cardiac rehabilitation    Intervention. Patients with heart failure, angina,
        across Dorset                                          valve disease and have cardiac implantable
                                                               devices are not routinely offered cardiac
        What worked/did not work to date?                      rehabilitation.
        The project has been well supported by
        commissioners and clinician from primary and           What we did
        secondary care. The cardiac lead nurses have
        also shown commitment and enthusiasm for               We set up a Dorset wide cardiac rehabilitation
        driving the project forward and implementing           sub-group to promote joint working and steer
        changes that have improved cardiac                     the project. The sub-group members involved in
        rehabilitation services. The national peer support     the project include clinicians, commissioners,
        meetings have been well attended by the                local authority, cardiac network team and
        nurses and by our patient representative.              patient and carer representatives.

        What would you do differently?                         The Dorset Cardiac Network embraces the
        Have a clear project plan from the start, with         principle that Patient and Public Involvement
        timeframes and specific roles and                      (PPI) should be central to service provision and
        responsibilities formulised. The initial bid and the   development. The Dorset Cardiac Network has
        first six months of the project was managed by         produced a paper detailing the PPI plans for this
        two different project managers. Learning service       project (see appendix 7). In brief it includes how
        improvement methodologies has been valuable            representatives will be empowered and
        to drive the project.                                  supported in their role as members of the
                                                               project team and also describes how various
                                                               methodologies will be employed throughout the
                                                               duration of the project to ensure that the views
                                                               of local patients and carers inform the work of
                                                               the project team on an ongoing basis.




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Cardiac Rehabilitation - National Priority Projects       23




The key aims of the project – using a phased          4. Links should be improved with local
approach is to:                                          community leisure services to support the
• To improve access for all groups of cardiac            provision of suitable phase four exercise
  patients                                               programmes for cardiac patients in the
• To increase uptake of cardiac rehabilitation           community.
• To minimise inequalities across Dorset
• To meet the South West ambitions target             The second step was to undertake an uptake
  which says:                                         and access audit to identify the number of
                                                      people receiving cardiac rehabilitation and the
“By March 2011 at least 85% of people                 reasons why people did not take up cardiac
with a heart attack, bypass surgery or                rehabilitation or complete the course. The two
                                                      baseline assessments will form the basis of
coronary angioplasty will receive cardiac             ongoing work.
rehabilitation.”
In order to fully understand the local cardiac        Each phase three cardiac rehabilitation
rehabilitation services between September 2008        programme across Dorset was asked to collect
– April 2009 an extensive audit and analysis of       data on patients who had a cardiac event during
the cardiac rehabilitation programmes across          the sample period of 1 January - 31 March
Dorset was benchmarked against the British            2009. The analysis started in August when all
Association for Cardiac Rehabilitation (BACR)         patients in the sample group should have
Standards and Core Components (2007).                 completed the programme. Full results of the
                                                      audit will be completed by the 30 September
The key findings from the audit received              and published on the NHS Improvement
comments from members of the cardiac                  website. Preliminary results are available
rehabilitation sub-group and recommendations          (see appendix 7).
have been planned to address inequalities
and aid service improvement.                          The biggest issue/challenge
                                                      • Defining the South West ambition target was
Recommendations from the BACR Audit                     a challenge and caused much debate – the
1. Patients should be offered choice of home,           team were unsure if it meant 85% of patients
   community or hospital cardiac rehabilitation         offered cardiac rehabilitation or 85% should
   programmes. The delivery of cardiac                  receive phase three cardiac rehabilitation.
   rehabilitation should be predominately based       • There is no direct guidance that exists on what
   in the community, particularly for those             proportion of a programme needs to be
   patients with mild to moderate risk. For             completed to ensure efficacy. Comments from
   patients with more complex needs, referral           Patrick Doherty National Clinical Lead by email
   to hospital based rehabilitation programmes          are helpful to aid discussion:
   should be available. In both cases
   programmes should be arranged to maximise
   patient choice with regard to day, time and
                                                      “If you are fortunate to run a
   venue.                                             programme twice weekly for eight
2. On completing the cardiac rehabilitation           weeks or more then you could use 80%
   programme all patients should be provided          because it will keep you within the 12
   with information regarding existing voluntary      sessions threshold (two sessions per
   groups, networks, psychological support so
   that patients can access for ongoing support.
                                                      week for six weeks) which, via the NSF
3. On completion of the cardiac rehabilitation        for CHD and Joliffe et al's review, is
   programme all patients should be provided          considered the minimum a number of
   with a discharge management summary                sessions related to efficacy.
   explaining diagnosis, recent blood pressure,
   cholesterol result, list of medications and
   recommended medication optimisation plan
   for the GP to follow.
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24      Cardiac Rehabilitation - National Priority Projects




        The difficulty comes when you have set
        goals that require more time to achieve
        such as smoking cessation and weight
        reduction. Equally if you have patients
        with high levels depression/anxiety or
        those with difficulties taking on board
        secondary risk management behaviours
        it is important to ensure that they
        attend all sessions.
        It is easier to make up for a drop in
        exercise sessions in the community but
        less so for the education sessions.                    • Patient referral and pre-assessment letters have
        Programmes should try and ensure that                    been improved in response to patient
        all educational components are delivered                 information from patient discovery interviews
        prior to discharge”.                                   • A pilot using the Heart Manual as a basis for
                                                                 phase three rehabilitation has been funded by
        Professor Patrick Doherty                                Dorset Cardiac and Stroke Network and is due
        National Clinical Lead, NHS Improvement - Heart
                                                                 to start in November 2009.
                                                               • All three programmes are inputting data to the
        • Understanding the cardiac rehabilitation tariff        National Audit of Cardiac Rehabilitation and
          has been difficult and remains a focus at the          communication between the three sites has
          sub-group meetings.                                    improved.
        • Nurses reported that although the network            • A resource folder for services that patients can
          has funded staff ‘back fill’ for the project; the      access has been updated at each site and
          nurses did not have the extra staff to fill whilst     information of patient services across Dorset
          attending the national peer support meeting            are shared.
          and local meetings. The nurses also found            • Psychological services have been mapped
          allocating time for project work difficult at          across Dorset and referral pathways to these
          times, specifically whilst undertaking the             services have been identified.
          audits.
        • The nurses reported that the BACR and uptake         Next steps
          audit was very time consuming and collecting
          the data was not easy as the information             • Complete uptake and access audit and share
          needed was not accessible from the National            results with the NHS Heart Improvement
          Audit of Cardiac Rehabilitation (NACR) data            Team. Key findings from the audit will form
          base.                                                  recommendations that will aid service
                                                                 improvement and increase uptake and access
        The impact to date                                       to cardiac rehabilitation.
        The project is still at its early stage of             • Undertake Geo mapping exercise to identify
        development and many of the recommendations              if any locations across Dorset show variation
        are at the planning stage or early                       in uptake.
        implementation stage.

        • All patients discharged from a programme will
          receive a management plan and this will be
          copied to the GP.




www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects   25




• Introduce the Heart Manual as an additional
  method of delivery to support those patients
  who could not attend a traditional
  rehabilitation programme. It was agreed that
  this would be a pilot in the rural parts of
  Dorset. The patient experience and views
  will be recorded using discovery interviews.
• Invite Leisure Services to join sub-group and
  be involved in the project to forge
  partnership working to expand the provision
  of phase four in the community.
• Invite primary care colleagues to be involved
  in the project to improve seamless discharge
  from cardiac rehabilitation to the community.
• Provide training to primary care colleagues on
  coronary heart disease lifestyle management
  to increase knowledge and awareness in
  order to empower patients to self manage.

Contact details
Tracy Stoodley,
Project Lead, Service Improvement Manager,
Dorset Cardiac and Stroke Network.
Email: tracy.stoodley@bp-pct.nhs.uk




 NB: Appendices 7-8 are available from
 the NHS Improvement website at:
 www.improvement.nhs.uk/heart/
 rehabprojectsummaries




                                                                       www.improvement.nhs.uk/heart
26      Cardiac Rehabilitation - National Priority Projects




        Modernising a cardiac rehabilitation service
        North of Tyne, North of England Cardiovascular Network


        Synopsis                                              of the project. However, as the project
                                                              progressed, it was recognised that sustained and
        What was the problem, challenge or issue              frequent meaningful engagement with both
        you were trying to resolve?                           patients and professionals led to the project
        The North of Tyne area is geographically diverse,     report being fully representative from a wide
        with densely populated inner city and remote          range of stakeholders.
        rural communities, and includes spearhead areas
        of deprivation. The project aims to inform NHS        What would you do differently?
        North of Tyne, to assist commissioning of a           As previously mentioned, communication would
        patient centred, cost effective, equitable CR         be more explicit at the outset as there was an
        service for patients having PCI, CABG and MI,         element of uncertainty and concern about what
        acknowledging there are other groups who              the review would entail – fears about tendering
        would benefit from rehab (HF, angina etc.). The       for total service change and potential job losses
        objective is to resolve the differences in the        were real issues for provider staff. It should have
        cardiac rehabilitation services already established   been clearer at the start of the project that it
        in the three PCO areas and to move towards            was a scoping exercise to produce a report to
        more individualised and accessible services.          inform commissioning decisions rather than an
                                                              end in itself.
        What were you trying to achieve in the
        time available?                                       Background
        The current cardiac rehabilitation service was to
        be reviewed with a view to informing                  The project was a joint collaboration between
        commissioning decisions and addressing any            the North of England Cardiovascular Network
        gaps and inequities in services, whilst actively      and NHS North of Tyne. NHS North of Tyne is a
        engaging with stakeholders and patients in the        joint management structure encompassing
        process. Alongside staff and patient involvement,     three PCOs – North Tyneside, Newcastle and
        the project had to correspond and adhere to           Northumberland Care Trust. It also covers two
        national policy drivers for the core standards of a   acute trusts – Northumbria Healthcare NHS
        cardiac rehabilitation service. The next stage of     Foundation Trust and Newcastle upon Tyne
        the project involves benchmarking providers           Hospitals NHS Foundation Trust. NHS North of
        against the new service specification. Good           Tyne commissions cardiac rehabilitation services
        practice would be highlighted and shared and          for a large and diverse population of around
        any duplication in the patient pathways between       775,000 people and covers a geographically
        the different stages of care were to be               diverse area including inner city and remote rural
        addressed.                                            areas. NHS North of Tyne as a commissioning
                                                              organisation has experienced the commissioner-
        What was your solution(s) or approach                 provider split at an early stage and as such the
        to this?                                              commissioning functions of the PCOs are well
        Both patients and professional stakeholders           established.
        representing community and acute settings were
        consulted with on a regular basis. Several            The scope of the project was to map current
        stakeholder events were held to discuss the           cardiac rehabilitation services and to include
        proposed service specification and also to            patients who had MI, CABG and PCI ensuring
        comment on the ongoing project report.                they had timely and equitable access to
        Patient focus groups within cardiac rehabilitation    rehabilitation services in line with national
        services were also held along with GP interviews.     policies and guidelines. This service was to be
                                                              tailored to the individual and also needed to
        What worked/ didn’t work to date?                     respond to the requirements of a very diverse
        Communication with service providers in the           population. The project spanned the entire
        initial stages of the review could have been          patient pathway and focussed on the
        improved as it was felt that commissioners did        community element of this, i.e. discharge from
        not keep professional stakeholders fully              hospital. Each cardiac rehabilitation team was
        informed of the scope and proposed outcomes           structured differently with some elements of the

www.improvement.nhs.uk/heart
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...
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Cardiac Rehabilitation - National Priority Projects: Lessons and learning one year on...

  • 1. NHS NHS Improvement CANCER DIAGNOSTICS Heart Improvement Cardiac Rehabilitation - HEART National Priority Projects Lessons and learning one year on... LUNG October 2009 STROKE
  • 2. Cardiac Rehabilitation Cardiac rehabilitation (CR) is a national priority project of NHS Improvement focusing on increasing the access to, equity of provision and uptake of CR services for heart attack, angioplasty and CABG patients. The time scale for the projects varies, with some projects still in the initial stages. Key learning from the project is available in brief in the introduction to this document and in more detail in each of the project summaries. Project summaries Project summaries include issues to be addressed, baseline position, actions taken, key learning and results to date from the 11 projects participating in this work. Contact details are included to provide additional information with regular updates available on the website at www.improvement.nhs.uk/heart/rehab
  • 3. Cardiac Rehabilitation - National Priority Projects 3 Contents Foreword 4 Introduction 6 Key Learning 7 Quality, Innovation, Productivity and Prevention 8 Project Summaries 9 Commissioning an equitable service across the county 10 Derbyshire County PCT A sector wide approach to cardiac rehabilitation in South West London 13 South West London Cardiac and Stroke Network Rehabilitation triage assessment 18 North Lincolnshire and Goole NHS Trust Planning cardiac rehabilitation commissioning 22 Dorset Cardiac and Stroke Network Modernising a cardiac rehabilitation service 26 NHS North of Tyne, North of England Cardiovascular Network A redesigned service for North Staffordshire 30 Shropshire and Staffordshire Heart and Stroke Network Improving access for Surrey patients 33 Surrey Heart and Stroke Network Audit on the uptake of phase three cardiac rehabilitation 36 Black Country Cardiovascular Network Referral to cardiac rehabilitation for PPCI patients 39 North West London Cardiac and Stroke Network Vocational rehabilitation project 41 North West London Cardiac and Stroke Network Cardiac rehabilitation across the Peninsula 44 Peninsula Heart and Stroke Network Project Team 47 www.improvement.nhs.uk/heart
  • 4. 4 Cardiac Rehabilitation - National Priority Projects Foreword During this time of imminent financial constraint and commissioning pressures the national priority projects for cardiac rehabilitation (CR) have created a real sense of optimism within the clinical teams and have led to significant positive change which will become evident over the coming years. NHS Improvement - Heart has taken positive action towards ensuring that lessons learnt in one work stream become the building blocks for other teams. This critical mass approach is key to achieving the greatest impact in the shortest possible time which, for CR, is important because the challenge ahead is huge! Recent National Audit of Cardiac Rehabilitation (NACR) figures show that uptake remains low (mean 38%) and that average trends in uptake did not change in 2007-2008. The NACR report and the network survey of CR highlighted that referral to rehabilitation is one of the biggest hurdles to ensuring higher uptake. There is clearly plenty of work to do but I believe the CR priority projects have the right focus to tackle the problem, for example service redesign, innovations in commissioning and leadership development, which we all know are important issues and challenges facing practitioners and service providers. The national priority projects for CR are the test bed for tariff debate and collectively we are making a real contribution to shaping the future national tariffs for CR. One of the lessons, so far, is that tariff doesn’t bring new money but what is does is give commissioners and providers a clear framework for what CR costs. What we have learnt, through the CR projects, is that service specification is the key to commissioning best practice CR. NHS Improvement - Heart is primed to produce meaningful support structures to help commissioners and providers achieve this is their own localities. It is less than one year since the CR national projects started yet we already have some clear success stories from individual projects and we see similar promise as the present projects roll out. The CR projects are fully inclusive and thrive on close liaison with local commissioners, cardiologists, CR practitioners and cardiac networks all of whom are committed to innovations aimed at enhancing referral to CR and reducing inequalities in access over the next 12 months. The CR project team are tasked with making sure that the best possible outcomes prevail and that success is shared with others. My role as national clinical lead has been made possible and strengthened by close partnership with NHS Improvement - Heart and particularly Linda Binder and Dr Jane Flint both of whom have the skills and motivation to take the battle to where it counts. We look forward to even greater success over the next few years as we enable one of the most strongly supported clinical interventions, that brings substantial benefits to patients, to become a reality for those that require it. Professor Patrick Doherty National Clinical Lead for Cardiac Rehabilitation to NHS Improvement www.improvement.nhs.uk/heart
  • 5. Cardiac Rehabilitation - National Priority Projects 5 Foreword The cardiovascular networks always promised to be effective health communities, across which sharing good practice and ultimately redesigning ideal care pathways for patients, including cardiac rehabilitation could be made. Commissioning against commitment to key defined outcomes is important. Although only a minority of networks has so far worked with the national team on priority projects, these networks already show an appreciation of both achievements of programmes, and most importantly, the challenges faced across their respective territories. Our first completed audit cycle of the network survey of cardiac rehabilitation development has highlighted the minority view as yet of robust commissioning, but increasing opportunity with roll-out of Primary PCI for STEMI to include cardiac rehabilitation within the business case. From North of Tyne to Pan London down to Peninsula there has been real progress, through their projects, in the relationship with commissioners, but the North West London Cardiac and Stroke Network has identified the specially identified professional needed to effectively repatriate with documentation patients receiving PPCI from surrounding districts to a ‘heart attack’ centre. Commitment to submit data to National Audit of Cardiac Rehabilitation (NACR) is universal among networks, and four of the projects make specific reference to network commitment to improve submission of data. The vital need to interface NACR with other important cardiac databases is also emphasised. The inequalities’ agenda is ever reflected in access to cardiac rehabilitation. All projects have bravely tackled variation both within and among programmes, and between different cardiac patient pathways. Their innovative approaches involving all stakeholders bear witness to our network survey outcome that the majority have been able to favourably influence cardiac rehabilitation across their regions. The 2008-2009 year has been a really stirring one, but there remains most yet to do! Best wishes for the coming year! Jane Flint BSc MD FRCP National Clinical Advisor for Cardiac Rehabilitation to NHS Improvement www.improvement.nhs.uk/heart
  • 6. 6 Cardiac Rehabilitation - National Priority Projects Introduction The National Priority We were also keen to ensure that the components Project for Cardiac indicated below were addressed: Rehabilitation started in September 2008 • Reducing inequalities following applications • Addressing diversity by cardiac • Increasing access to and information about CR networks and NHS services organisations and a • Engaging patients/carers/families in planning stringent review services process. Nine projects • Workforce and multi-disciplinary team were chosen – some approaches. of which had several strands of work and others which were pulling together different sites into one To share the learning a series of two monthly main project. meetings were initiated attended by project managers and their teams. Led by the national The overall aim of the national project was to project leads for cardiac rehabilitation at NHS increase the access to, equity of provision and Improvement, (Linda Binder, National Improvement uptake of CR services for heart attack, angioplasty Lead, Patrick Doherty, National Clinical Lead and and CABG patients, piloting implementation of the supported by Dr Jane Flint, National Clinical NICE Recommendations on Cardiac Rehabilitation - Advisor) these meetings proved a very successful as outlined in the NICE Clinical Guidelines CG48 on method of providing peer support. Learning from MI: Secondary Prevention and utilising the NICE other projects and about national issues, such as Commissioning Guide on Cardiac Rehabilitation as work around tariff negotiations, has proved a resource to support improved commissioning. invaluable to progressing individual projects within the national initiative. We were particularly interested in receiving applications where the focus would be on: One year into this three year national project, the project sites are keen to share their outputs to • Identification and active engagement of eligible date. These range from projects whose work CR participants using a systematic and structured around commissioning (and with commissioners) approach has led them to develop a service specification - • Development of mixed models of provision and in one instance set up a tendering process - tailored to meet the needs of individual patients to others where the pathway has been examined, • Relevant rehabilitation for groups less likely to renegotiated or been subject to demand and access the service such as women or ethnic capacity work within the service in order increase minorities the numbers and types of patients accessing • Development of exercise components designed rehabilitation. to meet the needs of older people or those with significant co-morbidities The quantifiable benefits are outlined within the • Joint agreement, planning and commissioning of projects and summarised in terms of key learning services across hospital trust, GP practice, PCT and QIPP outcomes. Further detail on these points and social/leisure services and at network wide is contained in the project summaries that follow. level • Exploration of the feasibility of a generic rehabilitation model encompassing other disease modalities. Linda Binder National Improvement Lead, NHS Improvement www.improvement.nhs.uk/heart
  • 7. Cardiac Rehabilitation - National Priority Projects 7 Key Learning Outlined below are some of the key learning identified by the projects after just one year: • Ensure supportive and strong clinical leadership/engagement to champion the approach, aid decision making and manage clinical expectations of the group • Ensure the right people are working on your project and that you are engaging with the right stakeholders from the outset • Understand baseline activity of existing service provision and ensure there is robust data - crucial to help identify inequalities and to monitor progress of work • Build analyst time into your project and make sure your finance team are also on board if necessary • Understand your demand and capacity • Ensure service reconfiguration does not create an alternative bottleneck • Spend time defining your key performance indicators • Good communication mechanisms (email / phone) helps resolve issues quickly • Build sustainability into your service • Learn from other trusts that are doing well, a site visit is often a good way of doing this • Promote the ability of cardiac rehabilitation to reduce admissions and length of stay and generate cost savings into your business case • Consider the implications of going out to tender and whether you will need to buy in external consultancy • Dedicated project management time • Multiagency partnerships can increase flexibility within your service • Don’t forget the patients – their views are important and helpful in redesigning a service. www.improvement.nhs.uk/heart
  • 8. 8 Cardiac Rehabilitation - National Priority Projects Quality, Innovation, Productivity and Prevention (QIPP) Outlined below are some of the QIPP benefits INNOVATION identified by the projects after just one year: • Rehab led follow up QUALITY • Looking at ways to include health checks • Drug therapy reviews Safety • Task group acting to coordinate all quality • Centralised referral and patient tracking initiatives. • Standardised protocols and procedures assessed against evidence base PRODUCTIVITY • Risk stratification form • Criteria for shuttle testing patients • Increased number of patients accessing rehab • Governance standards developed with • Reduced hand offs – integrated team with fewer metrics system referral steps • Skills competency assessment. • Using and scheduling staff more effectively • Rehab led follow up – reduces the need for Effectiveness outpatient attendance • New community and home based programme • Ensuring availability of MDT staff to for IHD increase flow. • Cardiac rehabilitation outcome measures identified • Clear management plans • Effective use of staff and programmes – no shutdown of services. • ICD rehab (rolled out) • Rehab led follow up. Experience • Increased patient choice • Care provided closer to home • Relevant patient information • Discovery interviews, patient forums and patient questionnaires to inform development of services which meet patient needs. www.improvement.nhs.uk/heart
  • 9. Cardiac Rehabilitation - National Priority Projects 9 Project Summaries
  • 10. 10 Cardiac Rehabilitation - National Priority Projects Commissioning an equitable service across the county Derbyshire County PCT Synopsis • No clear funding streams. Historically the majority of budgets have been tied up within Our challenge was to commission an effective, acute trust contracts. The lack of clear funding consistent and equitable cardiac rehabilitation streams has meant that the cost of cardiac service across Derbyshire PCT by providing care rehabilitation varies across the PCT and does closer to patient’s homes and offering them a not always represent good value for money. menu based service. • Lack of data to support cardiac Over the course of two years we have aimed to rehabilitation. Not all of the service providers identify our baseline, develop a new model of that provide cardiac rehabilitation for service, ‘build’ a business case to secure funding, Derbyshire patients use the NACR database develop a service specification and procure the and data varies enormously in terms of quality. service through a formal tendering process. The lack of a centralised system has meant that data has not been able to be used to To date we have secured funding for the service ensure everyone eligible for cardiac and we are preparing to go out to tender before rehabilitation has been offered it. the end of 2009. Background Current service provision for people resident in Derbyshire The merger of six PCTs to form Derbyshire County Primary Care Trust (PCT) in 2006 led to a differing level of provision of cardiac rehabilitation across the health community. The large and diverse PCT has meant that patients have been receiving rehabilitation from a variety of service providers, many of which are located outside of the PCT boundary. In 2007 a strategy was developed to identify the main issues facing cardiac rehabilitation services in Derbyshire, these are summarised below: • Inequitable service. There is no consistent cardiac rehabilitation pathway across Derbyshire; therefore it is the geographical location of the patient that has determined the service received. The lack of a coordinated approach towards rehabilitation has meant that programmes have not been distributed • The stars in blue are community services that equitably in response to need; analysis has provide cardiac rehabilitation phase 3 only shown that in the area with the highest • The green stars show the number of acute prevalence patients were expected to travel provider services that our patients in some of the largest distances to access a Derbyshire can access. Some of these also programme. provide a phase 3 programme. However, • Poor uptake. In some areas of the county it apart from the two main provider trusts in was identified that there was a poor uptake the county many patients find the distance rate. This was most notable in the Bolsover to travel back to the other provider trusts challenging and therefore for our patients Spearhead area, where it was calculated that there is little uptake of the phase 3 as little as 16% of eligible patients were taking provision. up cardiac rehabilitation. Contributing factors are thought to be; distance to hospital based programmes, associated parking charges and lack of choice of programmes available. www.improvement.nhs.uk/heart
  • 11. Cardiac Rehabilitation - National Priority Projects 11 What we did The steps taken to achieve the aim and planned outcomes of the project are summarised below: The aim of the project The aim of the project is to commission an a.Baseline measurement effective, consistent and equitable cardiac Work commenced to understand our current rehabilitation service across Derbyshire in order levels of activity and financial commitment. to optimise uptake and maximise health This was challenging due to the number of outcomes for the population. providers, complicated financial arrangements and variation in data collection. Planned outcomes for the project b.Development of a new cardiac • Increased access: the service is moving rehabilitation pathway for Derbyshire towards a menu based model whereby A work group consisting of clinicians from the patients will be able to choose a service that major providers, commissioners, public health meets their individual need. This will optimise specialists and a patient representative came uptake and provide more patient centred care. together to develop a new pathway for The planned increase in community based Derbyshire County PCT residents. A clinical provision will reduce the distances people lead who works across both primary and currently are required to travel and as a result secondary care was appointed and her role increase access. The referral criteria will include was critical in leading the development. Some angina and heart failure patients, two groups of the actions the group took to facilitate the who are not consistently offered cardiac development of the pathway included: rehabilitation at present. • Process mapping with clinicians and patients • Reduction in health inequalities: service • Brainstorming what an ideal pathway should provision will be planned in accordance with look like against national evidence and best the greatest health need, taking into account practice disease prevalence, deprivation and access. A • A site trip to a cardiac rehabilitation service menu based service will ensure that people are reporting high uptake and good outcomes not excluded from cardiac rehabilitation • A patient representative working with us because they choose not to attend a formal, throughout the project. group programme. c. Identification of additional funding • Increased links with primary care and long A business case was developed by term maintenance options: community commissioners outlining the key issues and based services will support the development of risks with the current service and identifying stronger links with the communities that potential benefits and savings to the PCT. patients live in. The new pathway will seek to d.Development of a service specification ensure a seamless transfer of patients into Additional funding was secured through the long term healthy lifestyle options as well as PCTs Local Operating Plan for 2009-10 and making sure that all patients receive structured work commenced to translate the pathway follow up by primary care. into a service specification and define key • Increased effectiveness: the service will be performance outcomes. commissioned with a focus on outcomes. This e.Commencement of a procurement process will ensure delivery of the health benefits that to drive improvement cardiac rehabilitation can provide. Due to the number of existing providers, the • Increased financial effectiveness: the new potential value of the contract and the level of pathway will seek to standardise the cost of service redesign it was decided that a formal cardiac rehabilitation across Derbyshire so that procurement process would be the best value for money can be achieved. It is method for securing the best health outcomes anticipated that by commissioning for both and value for money service. activity and health outcomes service providers will be driven to deliver quality care and efficiencies. www.improvement.nhs.uk/heart
  • 12. 12 Cardiac Rehabilitation - National Priority Projects The biggest issue/challenge a.Ensure the right people are working on your project and that you are engaging with the Defining the baseline was crucial to identifying right stakeholders from the outset of the the amount of activity to be commissioned and project. These may include cardiac to understand the local picture. It proved rehabilitation clinicians, public health, GPs, extremely difficult to calculate the current spend finance, HR, information, leisure services, on cardiac rehabilitation services because of the support groups, cardiology etc. lack of clear funding streams. In one case, b.Understand what is currently happening in investigation by one of the acute trust service your PCT in terms of baseline activity and providers highlighted the fact they had not been understand how it is being paid for. Build charging the PCT at all for the activity. Getting analyst time into your project and make sure reliable and accurate data on the number of your finance team are also on board to assist. patients who would be eligible for cardiac c. Consider early the possibility of going out to rehabilitation and understanding which patients tender and communicate this to your were already accessing the different pathways stakeholders. was also a complicated process. Both tasks took d.Ensure you have strong clinical leadership but longer than expected and required significant consider the implications of going out to finance and analyst input. tender and whether you will need to buy in The impact to date external consultancy. e.Build a business case and make sure you This project is about planning for and promote the ability of cardiac rehabilitation to commissioning a new cardiac rehabilitation reduce admissions and length of stay and service. To date the key success factors include: produce cost savings. • Development of a new pathway f. Learn from other trusts that are doing well, a • Securing additional funding in order to site visit is often a good way of doing this. implement the new pathway g.Spend time defining your key performance • Development of a service specification. indicators. Allow potential providers to be innovative in their response to your service The service specification will ensure that the specification. impact of the service, once commissioned, will h.Dedicated project management time. be able to be measured by commissioners on a Next steps regular basis. This will include: • Activity – up take rate against national targets, The new pathway for cardiac rehabilitation is decliner rate, completion rates, referral rates to expected to be commissioned by the PCT via a other services formal tendering exercise within this financial • Health outcomes – patients will be expected to year. The successful provider or providers will achieve a certain number of health outcomes then work with the PCT to implement the new including, treatment outcomes, clinical pathway through a phased approach over the outcomes and patient centred outcomes following six months. • Quality outcomes such as accessibility of the Contact details service, patient and carer satisfaction, compliance with national standards and Ciara Scarff, Long Term Conditions waiting times etc. Commissioning Manager Email: ciara.scarff@derbyshirecountypct.nhs.uk Barriers, challenges, and lessons Telephone: 0115 9316159 Key learning points from Derbyshire County Janet Whitehead, Public Health Specialist PCT project: Email: janet.whitehead@derbyshirecountypct.nhs.uk Telephone: 01629 817931 x2316 www.improvement.nhs.uk/heart
  • 13. NHS NHS Improvement CANCER DIAGNOSTICS HEART LUNG NHS Improvement With ten years practical service improvement experience in cancer, diagnostics and heart, NHS Improvement aims to achieve sustainable STROKE effective pathways and systems, share improvement resources and learning, increase impact and ensure value for money to improve the efficiency and quality of NHS services. Working with clinical networks and NHS organisations across England, NHS Improvement helps to transform, deliver and build sustainable improvements across the entire pathway of care in cancer, diagnostics, heart and stroke services. NHS Improvement 3rd Floor | St John’s House | East Street | Leicester | LE1 6NB Telephone: 0116 222 5184 | Fax: 0116 222 5101 www.improvement.nhs.uk Delivering tomorrow’s improvement agenda for the NHS ©NHS Improvement 2009 | All Rights Reserved - Publication Ref: IMP/heart09/02
  • 14. Cardiac Rehabilitation - National Priority Projects 13 A sector wide approach to cardiac rehabilitation in South West London South West London Cardiac and Stroke Network Synopsis What was the problem, challenge or issue you were trying to resolve? The network’s cardiac rehabilitation task group had agreed on a high level pathway for cardiac rehab services (see appendix 1) and wanted support from the network to implement this across the sector. In addition, they sought support in establishing robust commissioning arrangements for their programmes. What were you trying to achieve in the time available? As the scope of this project is broad (covering all cardiac rehab programmes in the sector) we felt it was realistic to focus on project planning and was successful, with a lot of positive feedback starting to pilot initiatives during the first year, received and work is now progressing to agree a with ongoing evaluation and roll-out of pan London set of outcomes for cardiac rehab. successful initiatives running into the second What would you do differently? and third years of the project. The initial focus of the project was on the What was your solution(s) or approach incoming phase one tariff as programmes in the to this? sector were keen to look at implications of this. Our approach has been two-pronged. New In retrospect, the initial work should have initiatives are being trialled using a PDSA cycle focused on ensuring all teams had robust data based approach (plan, pilot, review, and to inform commissioners and to support shadow roll-out). In addition, the network team agreed modelling of tariff once agreed. to support service redesign work that had Also, tighter project planning in the early phases already commenced, ensuring that the agreed for elements which are reliant on others to pathway was firmly embedded in this work. deliver would have enabled us to be clearer What worked/ didn’t work to date? about roles and responsibilities and manage the So far, the approach we have taken to piloting process more firmly. and rolling out initiatives has been successful. We have had been able to implement initiatives Background that have worked well in other areas, using the The idea for this project arose from the findings learning from pilot sites to support this. We have of a retrospective audit of cardiac rehab also trialled some initiatives in one or two sites programmes in South West London, and an (such as ward staff delivering phase one) and assessment of these programmes against the found these to be less successful and therefore NSF and the BACR standards (appendix 4). these have not been picked up post-pilot. These indicated that there was a range of rehab Involvement in the national priority project has provision across the sector, with inequalities in been very valuable to stay abreast of what’s provision for different groups. In addition, going on both at a national level and in other cardiac rehab services across the country are organisations from across the country. striving to provide a ‘menu’ of rehab options, to promote onward referral to existing prevention Work on the commissioning and tariff services, and to increase the range of settings in workstream has been slow, partly due to the which rehab is provided. The aim of this is to lack of information available about the tariff. provide services which are more flexible and can However, a pan London event focusing on the be tailored to fit patient needs more easily, commissioning of cardiac rehab services in May thereby increasing uptake. www.improvement.nhs.uk/heart
  • 15. 14 Cardiac Rehabilitation - National Priority Projects Research findings and local patient feedback Metrics have been developed for the cardiac indicate that patients feel most vulnerable in rehab workstreams of both South London the early post discharge phase and this is most network workstreams, which will be reviewed evident in patients who spend short periods of for sign off in September 2009. These have time in hospital (such as primary angioplasty been aligned with the project measures to patients who have an average length of stay enable ongoing measurement of impact and of three days). The network task group monitoring to ensure sustainability (see therefore developed a high level pathway for appendix 3 for the draft dashboard). implementation (see appendix 1). The key features of this pathway are the emphasis on This project has taken a sector wide approach the early post discharge phase, the range of which has been beneficial in working towards options available, the range of settings available, reducing inequalities and supporting programme and the links with existing prevention services. leads to progress service improvement work. The aims and anticipated benefits of the project Pan London work has also commenced to are outlined in appendix 2. develop a joined up approach to the key issues for rehab services, promote networking, to What we did support joined up working between providers in different sectors, and to ensure some The baseline data for this project was taken standardisation in the commissioning of from the retrospective audit and baseline CR services. assessment conducted in 2007. Workstreams were developed in conjunction with the task The aims of this project were: group, and have evolved as the project has gone • To improve access to cardiac rehab for all on to reflect changes locally (i.e. within existing groups of cardiac patients services) and nationally (i.e. tariff development). • To reduce inequalities throughout the sector Pilot sites for initiatives were selected based on • To improve uptake by providing a sector-wide enthusiasm of programme leads, fit with service that is responsive to the needs of ongoing work (redesign work and other patients and clinicians initiatives currently underway) and an • To ensure providers and commissioners are assessment of need (e.g. drug therapy review working together to plan, develop and pilots will be selected based on audit results). commission appropriate services for local populations. Initiatives are being implemented through a pilot, evaluate and roll-out approach and The key high level outcome of this project was through integration with service development that all communities in the sector have high and service redesign work already underway. quality, robustly commissioned CR services It is anticipated that the pathway will be providing a range of activities in a range of embedded throughout the sector once settings that can be equitably accessed by all workstreams have been evaluated and the groups of patients that can benefit. The aims learning from these shared amongst the and anticipated benefits of the project are organisations in our sector. The project leads outlined in appendix 2. plan to drive and embed ongoing service improvements through supporting robust commissioning of CR services in our sector. www.improvement.nhs.uk/heart
  • 16. Cardiac Rehabilitation - National Priority Projects 15 The biggest issue/challenge Work to reduce inequalities in access to CR for different patient groups is progressing well in The network task group has a quality assurance many areas, including the development of a role for rehab programmes in the sector and this number of new programmes. has led to unplanned involvement in programmes undergoing changes which have • A successful ICD CR pilot has enabled sector destabilised other local programmes. However, wide roll out to commence this has clear links to the project as ensures • A new community IHD CR programme has equity of provision across the sector. commenced targeted specifically at hard to reach populations The quality assurance role has been essential to • A new community programme incorporating the delivery of the project as services in heart failure rehab has been developed with development and those undergoing significant network support (recruitment almost change are taken to the network task group to complete, programme to commence autumn enable them the group to have oversight of CR 2009) services in our sector, allowing them to assess • A local PCT has agreement to develop a stable equity of provision. This role was signed off by angina community CR programme, supported chief executives in the sector and enables our by discovery interviews conducted by network task group (professionally and organisationally leads. representative) to input to local decision making from a clinical perspective. In addition, existing programmes have begun to broaden their inclusion criteria, enabling more Involvement of the project leads in quality patients who can benefits from cardiac rehab to assurance activities has been particularly time access services. consuming and has adversely affected time scales for the project as several initiatives have The scope of this project means that lead in time had to be placed on hold while issues are for delivery is much longer than for projects with resolved. This has, however, been essential to a more discrete focus, however this means that achieving the project objectives and although the impact and benefits of this work once some of this work has been unplanned, and realised will be much broader. It is anticipated something we were unable to anticipate, it is that this project will impact on patient outcomes has been important in helping us to achieve the (such as quality of life, knowledge of their end project goals. condition, risk factor modification, etc as well as mortality and morbidity), process of care The impact to date outcomes, resource utilisation outcomes (such as onward referral to services such as smoking The scope of this project means that many cessation) and cost outcomes. It is envisaged initiatives are still at the planning or early that the impact of the project of some of these implementation stage. Preparatory work has outcome measures may not be noticeable in the included: short term but these will be reviewed one year • Business case development after project work has finished. • Project planning for drug therapy review The impact of this project is being measured (including South London audit) and rehab led through the South London cardiac rehab follow up (pilots to commence later this year) workstreams dashboard. This measures the • Skills competency assessment tool impact at a high level as the scope of the project development using Skills for Health CHD is broad (sector wide), with the recommendation competencies (used with two teams to identify that local / workstream level data be measured training needs in relation to the new pathway and monitored locally through NACR. For and has been shared with national priority example, the dashboard monitors which groups project colleagues). of patients are able to access cardiac rehab in www.improvement.nhs.uk/heart
  • 17. 16 Cardiac Rehabilitation - National Priority Projects each borough, with a recommendation that Key challenges/ barriers to programmes use NACR to monitor activity data implementation/ risks to delivery for different patient groups. and how you overcame them A major challenge for this project has been the Barriers, challenges, and lessons lack of robust data available to us. Better data would have been immensely helpful to support What worked and what didn’t work; what commissioning discussions. A lack of you would do differently/ the same; understanding by individual programmes Pan London working has been very useful, regarding their funding streams has been a enabling us to minimise duplication, develop particular hurdle as this has had to be clarified contacts and network effectively, and provide whilst trying to avoid leaving unfunded the London networks with an approach to programmes in a vulnerable position. The pan tackling inequalities in cardiac rehab provision London work on developing outcomes for more easily. A pan London cardiac rehab cardiac rehab has also been hindered due to the conference was successful, with positive lack of robust data and the approach altered to feedback from delegates who felt that this allow for a ‘shadow period’ to help identify improved their knowledge of the commissioning realistic parameters for outcome measures. process. Delegates also felt that developing a pan London set of outcomes for cardiac Key learning/sharing points rehabilitation was an important piece of work and that networks were in a position to support Leadership and planning this. Our clinical lead has been very supportive of this project and has been involved in project decision An initiative to pilot role changes for phases one making and championing the approach. We and two was not successful. The aim of this was have a cardiology lead on our group who has to have ward nurses provide phase one input, helped us with applying our quality assurance thereby freeing up the time of the rehab team role to programme changes in the sector. to focus on a delivering a more comprehensive phase two service. This was unsuccessful due to Joined up working with other network the lack of time for the ward nurses to provide a workstreams has been very productive. For full phase one service. In addition, it became example, our patient diaries project has run evident that this did not fit well with incoming across the revascularisation and rehab tariff once the tariff costs were confirmed. In workstreams, with the diaries being completed retrospect, it would have been better to assess from pre-assessment, through the inpatient stay more closely staff capacity on the wards, to wait and throughout the rehab phase, giving us a full until tariff information was clearer, and to run a picture of the pathway and not just the rehab skills competency assessment with key staff element. before commencing this initiative. Clinical engagement This project has taken a broad approach to Clinical engagement has been essential in patient involvement and this has been very driving this project. Involvement of local cardiac helpful in informing the project direction to rehab clinicians in the development of the date. A decision was made not to have a patient pathway prior to the project commenced representative on the task group but to have a definitely helped to achieve early buy-in. This has liaison member from network patient group and also ensured that programmes in the sector had to have a range of mechanisms for patient early consensus on the project goal/end point. involvement tailored as appropriate. The aim of In addition, the group has an enthusiastic and this was to gain a broader picture of the patient supportive clinical, and is organisationally and and carer perspective of rehab services and professionally representative, both factors which pathways, and to avoid tokenistic have been essential to decision making and representation. Appendix 4 outlines this implementation. approach. www.improvement.nhs.uk/heart
  • 18. Cardiac Rehabilitation - National Priority Projects 17 Information transfer Work to address health inequalities Our task group meets every six-eight weeks We have found that having a good baseline of and this has been the forum for project issues existing service provision and robust data is to be discussed. We have found interim crucial to help identify inequalities and to communication (email / phone) as well as being monitoring progress of work aimed at available for ad hoc discussion has helped reducing these. resolve issues quickly. Within the network team we have used our NPP monthly reports and the Next steps NHS Improvement System to communicate project progress. We will continue with the approach outlined previously, ensuring that this is supported by For initiatives that have multiple leads and robust evaluation processes and that the multiple organisations involved we have found learning from each initiative is shared it really useful to have a set of communication appropriately. We plan to monitor progress at a tools that clearly articulate the background, sector wide level through the South London approach and plan for the work. For example, dashboard, which will be signed off in autumn the drug therapy reviews pilot is being set up by 2009, along with a set of governance network leads from South East and South West requirements. A South London leads group will London along with the pharmacy lead that be established to support this and to take a works across these networks. Early in the project strategic overview and to help align the we produced a PID and a briefing paper that workstreams. have been used for meetings with network task groups, potential pilot sites, and industry links, We will continue to review progress in an ensuring consistency of communication and ongoing manner with pilot and roll out sites to minimising duplication of effort. help embed and sustain this work. We anticipate the task group as having a key role in sustaining Provision in community settings changes and rolling out good practice. There are a number of community cardiac rehab services in our sector now, with several more in Contact details development. An important learning point for us has been around ensuring that these are joined Alice Jenner, up with other programmes (e.g. hospital based Project Manager, programme and existing prevention schemes) South West London Cardiac and Stroke Network right from the beginning. Wherever possible Email: alice.jenner@stgeorges.nhs.uk teams should be in a position to cross-cover to Tel: 020 8725 0956 maintain flexibility and consistency in provision. Michelle Bull, For small teams these links can also help prevent Senior Project Manager, professionals feeling isolated by promoting South West London Cardiac and Stroke Network shared learning and peer support. In boroughs Email: michelle.bull@stgeorges.nhs.uk with multiple CR providers it is also very Tel: 020 8725 1192 important to ensure there is clarity and good communication about patient choice and referral routes. The project team are currently producing a strategic vision paper to inform commissioners NB: Appendices 1-4 are available from at hub level regarding cardiac rehab provision. the NHS Improvement website at: www.improvement.nhs.uk/heart/ rehabprojectsummaries www.improvement.nhs.uk/heart
  • 19. 18 Cardiac Rehabilitation - National Priority Projects Rehabilitation triage assessment North Lincolnshire and Goole Hospitals NHS Trust Synopsis into two sections one is looking at current demand and one looking at attendance against What was the problem, challenge or issue attendance. you were trying to resolve? We noted that patients were not getting timely Background access to their cardiac rehabilitation. This appears to have resulted from the fact that we The priority project initiative is to triage as nurses have stopped attending a secondary participants into appropriate cardiac prevention clinic run by the medical team; and rehabilitation, using a structured pre-assessment also as patients are transferred to other hospitals and follow up evaluation. Prior to the project for intervention they are not always referred patients were put on a waiting list for exercise. back in a timely manner. The waiting list dates back to 2001, we have made several attempts to try to address waiting What were you trying to achieve in times, but have been unsuccessful. However, the time available? during this time the service has expanded to We were trying to ensure that patients receive include angioplasty and heart failure patients, timely and appropriate access through triage to with a year on year increase in service users. Due phase three cardiac rehabilitation. This will to the time on the waiting list we find that some reduce inequalities in accessing the service and patients have declined to undertake exercise by so improve patient’s quality of life. To be able to the time we are able to bring them into the give patients a date for pre-assessment in programme, either because they have started advanced without having to be added to a exercising on their own, or they are back at waiting list. work and do not feel that they would benefit What was your solution(s) or approach from an exercise programme. We have increased to this? our capacity for exercise by now providing • We intend to use the national audit for community based exercise programmes and a cardiac rehabilitation database as a backup home based programme from a British Heart for those patient’s who have had a procedure Foundation/Big Lottery grant. We initially in another hospital thought that this would help us to address these • We have changed our paperwork issues in people having to wait to start the • We have developed a flow chart to ensure exercise programme; however, we have found that we are all working to the same guidelines that we now have a longer wait to access the and standards so that all patients have equal programmes. Our team felt the national priority access at the appropriate time. project initiative would give us the required framework to look at our service and help us to What worked/didn’t work to date? highlight the relevant issues in order for us to We attempted in spring 2009 to undertake a make the appropriate changes. piece of demand and capacity work which was supported by our cardiac network. However, due What we did to staffing issues within the department we were unable to complete this piece of work The aims and objectives of our project are to successfully. Since June 2009 these issues have triage participants into appropriate cardiac been resolved. We have not attempted to rehabilitation, using a structured pre-assessment recreate the original piece of demand and and follow up evaluation. This will benefit the capacity work as our service configuration has patients by enabling them to have timely and changed. appropriate access through triage to physical activity; improved quality of life for individuals, it What would you do differently? will provide an ideal opportunity to signpost Capacity and demand work would have been individuals to other aspects of the cardiac managed differently, we feel that this was too rehabilitation service, and provide an opportunity large a piece of work and should have been split to re-enforce key health care messages. into two smaller pieces. We have now broken it www.improvement.nhs.uk/heart
  • 20. Cardiac Rehabilitation - National Priority Projects 19 The expected outcome measures are: Demand and capacity • An improved quality of life measured via We have now revised the demand and capacity hospital anxiety and depression (HAD) score work; as this was not as successful as we had • A reduction in service utilisation by this group originally hoped, due to staffing issues, and the of individuals, (reduction in readmission, out need to change our service configuration. We patient follow up and consultations) have changed our registers for the programmes, • Flexibility of waiting time to attend the cardiac so that we are continually monitoring rehabilitation programme to meet the demand/capacity/uptake and unused capacity individuals needs on a weekly basis. • Improved physical function by an appropriate tool Allocation of pre-assessment appointment • A clear management plan for each individual We have now allocated designated slots for pre- which will be informed by discussion with the assessments, as we felt that with offering seven patient and their carers. different exercise programmes, the management of allocating these patients was left to one We have added some health outcomes into our person which often became overwhelming with guidelines for referral and entry into the cardiac other work commitments. At pre-assessment we rehabilitation programme, for those who are able to discuss with the patient and their complete 70% of the phase three cardiac relative what their needs are, and make an rehabilitation exercise programme there should appropriate plan to meet their needs. We do this be evidence of benefit in two out of four of: through an assessment of their lifestyle; record • Improvement in functional capacity test their blood pressure and pulse; undertake a by 10% functional capacity test; all patients complete a • Improvement in HAD score by four points NACR questionnaire, and a risk assessment is • A measure of continued exercise either by carried out using the BACR risk assessment tool. referral to phase four sessions or individual Once we have all this information we discuss programmes with the patient and relative where is the most • Attainment of more than one risk factor appropriate place for them to exercise. treatment goal (eg stopping smoking, reducing cholesterol, reduction in blood Individual programme manager pressure). We now have split up the management of the exercise programmes, and pre-assessment Process mapping allocation, so that each member of the team has Firstly we process mapped our service with the a specific programme that they manage. The help from the cardiac network. The process map team then meets on a weekly basis and each highlighted the fact that we needed to program leader updates the rest of the team on undertake some demand and capacity work, as their specific programme. We also discuss each we were not able to highlight where the barriers patient who has been highlighted as fit and were regarding the patients having timely access interested to undertake the exercise component to their cardiac rehabilitation. It also highlighted of cardiac rehabilitation. If we notice at these the issues we have in relation to those of our meetings that there is a wait starting to develop patients who have a complex journey, which at one particular programme, we will discuss if prevents us from identifying the point at which there is any capacity elsewhere and offer the they are suitable to undertake the exercise patients an alternative site. Each programme programme. This is often due to patients being leader will then make an appointment for the transferred to our tertiary centre for further patients that are relevant to their programme in investigations and procedures, and they are not order for the patient to be assessed fully. always referred back to us. This has lead to further work which is network wide to focus around referrals back to each hospital, the cardiac network are assisting and supporting us in this work (see appendix 5). www.improvement.nhs.uk/heart
  • 21. 20 Cardiac Rehabilitation - National Priority Projects The biggest issue/challenge Challenges remain regarding identification of patients who are ready to exercise but who experience a complex patient journey. We feel that one reason for this is because our main tertiary centre has a high patient workload but a limited cardiac rehabilitation service. The referral of our patients back into our service is not seen as a priority by their nursing teams. One issue identified through the project was our inability to quantify demand against capacity. As already identified we were unable to successfully complete this piece of work. We have not attempted to recreate the original piece of demand and capacity work but have changed the focus to monitor attendance against capacity and unutilised capacity. Work undertaken during the project has identified the programmes running with unused capacity. We were able to identify that this was due to our management of the existing patient The waiting list for the seated exercise pathway. The impact of our action/inaction programme will remain as this group of patient’s created a waiting list and caused us to ‘fire fight’ ability to exercise can be affected by non cardiac to reduce waiting times rather than having a reasons causing the group to change at short clear long term strategy to promptly identify notice. However to optimise attendance we have patients who are ready to attend an exercise developed a 10 week rota. programme. We are now able to consider the introduction of Prior to the project one person managed all the a programme specifically for heart failure exercise programmes. This created an issue patients. By managing our demand and capacity when workload increased. The identification of better will enable us to utilise our resources patients suitable for exercise became differently to enable us to offer our Heart Failure inconsistent, pre-assessment dates were not patients a specific programme in the future requested in a timely manner and if patients rather than including them in the gym with non cancelled their appointment we were not heart failure patients. consistently reallocating the appointment to Working in partnership with local service another individual. providers has enabled us to fast track patients through Phase three exercise onto phase four The impact to date programmes when appropriate resulting in We no longer have a waiting list for our increased capacity in the Phase three Scunthorpe and community programmes. All programmes. patients are allocated a pre-assessment date We are currently developing flow charts by within one week of being identified as being which all team members can identify which suitable for exercise. programme is appropriate for each patient. The The issues which created a waiting list at the flow chart will identify a pathway for complex Goole programme are almost resolved. Our patients to enable us to identify when they are target is that by 31 October 2009 there will be ready to attend an exercise programme. no waiting list at the Goole programme. www.improvement.nhs.uk/heart
  • 22. Cardiac Rehabilitation - National Priority Projects 21 Each programme has an identified programme partnership with our local cardiac network and coordinator who manages and monitors partner agencies to work out a long term demand, capacity, waiting times and attendance strategy to address this challenge. on a weekly basis. Key learning /sharing points At our weekly team meeting each programme • Understand your demand and capacity coordinator updates the rest of the team on • Ensure service reconfiguration does not create their programme. If a programme is not an alternative bottleneck running at available capacity we discuss the • Build sustainability into your service related issues and agree a strategy to prevent • Multiagency partnerships can increase capacity wastage. (see appendix 6) flexibility within your service. Barriers, challenges and Lessons Next steps What worked/what didn’t work • Our ability to assess health outcomes and The process mapping exercise plus demand and develop a strategy for follow up evaluation has capacity work has given us a better been hampered by staffing issues within our understanding of patient flow through our department and the need to reconfigure our service. The team can now see how our demand and capacity work action/inaction impact on waiting times for • Our team together with our local cardiac patients ready to access cardiac rehabilitation. network is developing a prompt and reliable referral pathway for post intervention patients We have revised our demand and capacity work discharged from our tertiary centre to reflect current practice. Staffing issues within • We intend to commence collecting health the department, which are currently in the outcome measure data process of being resolved, resulted in • The second year of the project will concentrate reconfiguration and suspension of some on these elements of our project. programmes in spring 2009. Although the team recognize this was not ideal we felt it was better Contact details to offer the majority of patients some rather than no rehabilitation. Louise Bevington Acting Lead Cardiac Specialist Nurse Challenges/barriers Cardiac Rehabilitation A challenge for the future success of our project is to ensure that when making changes to our Email: Louise.Bevington@nlg.nhs.uk service to meet the project aims and objectives Tel: 01724 290093 that we do not create an alternative bottle neck in the patient journey. Our cardiac rehabilitation team has been stable NB: Appendices 5-6 are available from for several years however there have been recent the NHS Improvement website at: unavoidable changes within the team. One www.improvement.nhs.uk/heart/ consequence has been the need to re-evaluate rehabprojectsummaries the sustainability of our service. The team feel that these issues and changes prevented us making the progress in the project that we envisaged in the first year of the project. A long term barrier to the success of the project is the continued delay in the referral pathway from our local tertiary centre. We are working in www.improvement.nhs.uk/heart
  • 23. 22 Cardiac Rehabilitation - National Priority Projects Planning cardiac rehabilitation commissioning Dorset Cardiac and Stroke Network Synopsis Background What was the problem, challenge or issue Pan-Dorset serves a population of 758,000 and you were trying to resolve? this project involves three Acute Trusts: Royal To fully understand the current cardiac Bournemouth NHS Foundation Trust, Poole rehabilitation service across Dorset so that Hospital NHS Foundation Trust and Dorset all programmes are supported to reach the County NHS Foundation Trust. The three cardiac minimum BACR Standards and Core rehabilitation programmes vary in length, Components (2007). content and the place of delivery. All programmes access cardiac rehabilitation phase What are you trying to achieve in the time one and two in secondary care. available? The project will take into account the NICE Dorset is a rural location and offers phase three Commissioning Guide for Cardiac Rehabilitation programmes in four community sites. (2008) in terms of determining local service Bournemouth offers phase three in secondary levels, developing a service specification and care only and Poole offers phase three in both building on mechanisms for quality assurance. secondary care and in the community. What was your solution(s) or approach to this Cardiac rehabilitation across Dorset is offered The cardiac rehabilitation service across Dorset routinely to only three of the many diagnostic will jointly agree a minimum service specification groups who might benefit. Such as those who which will form a basis by which all future undergo cardiac surgery, have a heart attack, services will be commissioned to ensure equity and those who have percutaneous coronary for all patients who require cardiac rehabilitation Intervention. Patients with heart failure, angina, across Dorset valve disease and have cardiac implantable devices are not routinely offered cardiac What worked/did not work to date? rehabilitation. The project has been well supported by commissioners and clinician from primary and What we did secondary care. The cardiac lead nurses have also shown commitment and enthusiasm for We set up a Dorset wide cardiac rehabilitation driving the project forward and implementing sub-group to promote joint working and steer changes that have improved cardiac the project. The sub-group members involved in rehabilitation services. The national peer support the project include clinicians, commissioners, meetings have been well attended by the local authority, cardiac network team and nurses and by our patient representative. patient and carer representatives. What would you do differently? The Dorset Cardiac Network embraces the Have a clear project plan from the start, with principle that Patient and Public Involvement timeframes and specific roles and (PPI) should be central to service provision and responsibilities formulised. The initial bid and the development. The Dorset Cardiac Network has first six months of the project was managed by produced a paper detailing the PPI plans for this two different project managers. Learning service project (see appendix 7). In brief it includes how improvement methodologies has been valuable representatives will be empowered and to drive the project. supported in their role as members of the project team and also describes how various methodologies will be employed throughout the duration of the project to ensure that the views of local patients and carers inform the work of the project team on an ongoing basis. www.improvement.nhs.uk/heart
  • 24. Cardiac Rehabilitation - National Priority Projects 23 The key aims of the project – using a phased 4. Links should be improved with local approach is to: community leisure services to support the • To improve access for all groups of cardiac provision of suitable phase four exercise patients programmes for cardiac patients in the • To increase uptake of cardiac rehabilitation community. • To minimise inequalities across Dorset • To meet the South West ambitions target The second step was to undertake an uptake which says: and access audit to identify the number of people receiving cardiac rehabilitation and the “By March 2011 at least 85% of people reasons why people did not take up cardiac with a heart attack, bypass surgery or rehabilitation or complete the course. The two baseline assessments will form the basis of coronary angioplasty will receive cardiac ongoing work. rehabilitation.” In order to fully understand the local cardiac Each phase three cardiac rehabilitation rehabilitation services between September 2008 programme across Dorset was asked to collect – April 2009 an extensive audit and analysis of data on patients who had a cardiac event during the cardiac rehabilitation programmes across the sample period of 1 January - 31 March Dorset was benchmarked against the British 2009. The analysis started in August when all Association for Cardiac Rehabilitation (BACR) patients in the sample group should have Standards and Core Components (2007). completed the programme. Full results of the audit will be completed by the 30 September The key findings from the audit received and published on the NHS Improvement comments from members of the cardiac website. Preliminary results are available rehabilitation sub-group and recommendations (see appendix 7). have been planned to address inequalities and aid service improvement. The biggest issue/challenge • Defining the South West ambition target was Recommendations from the BACR Audit a challenge and caused much debate – the 1. Patients should be offered choice of home, team were unsure if it meant 85% of patients community or hospital cardiac rehabilitation offered cardiac rehabilitation or 85% should programmes. The delivery of cardiac receive phase three cardiac rehabilitation. rehabilitation should be predominately based • There is no direct guidance that exists on what in the community, particularly for those proportion of a programme needs to be patients with mild to moderate risk. For completed to ensure efficacy. Comments from patients with more complex needs, referral Patrick Doherty National Clinical Lead by email to hospital based rehabilitation programmes are helpful to aid discussion: should be available. In both cases programmes should be arranged to maximise patient choice with regard to day, time and “If you are fortunate to run a venue. programme twice weekly for eight 2. On completing the cardiac rehabilitation weeks or more then you could use 80% programme all patients should be provided because it will keep you within the 12 with information regarding existing voluntary sessions threshold (two sessions per groups, networks, psychological support so that patients can access for ongoing support. week for six weeks) which, via the NSF 3. On completion of the cardiac rehabilitation for CHD and Joliffe et al's review, is programme all patients should be provided considered the minimum a number of with a discharge management summary sessions related to efficacy. explaining diagnosis, recent blood pressure, cholesterol result, list of medications and recommended medication optimisation plan for the GP to follow. www.improvement.nhs.uk/heart
  • 25. 24 Cardiac Rehabilitation - National Priority Projects The difficulty comes when you have set goals that require more time to achieve such as smoking cessation and weight reduction. Equally if you have patients with high levels depression/anxiety or those with difficulties taking on board secondary risk management behaviours it is important to ensure that they attend all sessions. It is easier to make up for a drop in exercise sessions in the community but less so for the education sessions. • Patient referral and pre-assessment letters have Programmes should try and ensure that been improved in response to patient all educational components are delivered information from patient discovery interviews prior to discharge”. • A pilot using the Heart Manual as a basis for phase three rehabilitation has been funded by Professor Patrick Doherty Dorset Cardiac and Stroke Network and is due National Clinical Lead, NHS Improvement - Heart to start in November 2009. • All three programmes are inputting data to the • Understanding the cardiac rehabilitation tariff National Audit of Cardiac Rehabilitation and has been difficult and remains a focus at the communication between the three sites has sub-group meetings. improved. • Nurses reported that although the network • A resource folder for services that patients can has funded staff ‘back fill’ for the project; the access has been updated at each site and nurses did not have the extra staff to fill whilst information of patient services across Dorset attending the national peer support meeting are shared. and local meetings. The nurses also found • Psychological services have been mapped allocating time for project work difficult at across Dorset and referral pathways to these times, specifically whilst undertaking the services have been identified. audits. • The nurses reported that the BACR and uptake Next steps audit was very time consuming and collecting the data was not easy as the information • Complete uptake and access audit and share needed was not accessible from the National results with the NHS Heart Improvement Audit of Cardiac Rehabilitation (NACR) data Team. Key findings from the audit will form base. recommendations that will aid service improvement and increase uptake and access The impact to date to cardiac rehabilitation. The project is still at its early stage of • Undertake Geo mapping exercise to identify development and many of the recommendations if any locations across Dorset show variation are at the planning stage or early in uptake. implementation stage. • All patients discharged from a programme will receive a management plan and this will be copied to the GP. www.improvement.nhs.uk/heart
  • 26. Cardiac Rehabilitation - National Priority Projects 25 • Introduce the Heart Manual as an additional method of delivery to support those patients who could not attend a traditional rehabilitation programme. It was agreed that this would be a pilot in the rural parts of Dorset. The patient experience and views will be recorded using discovery interviews. • Invite Leisure Services to join sub-group and be involved in the project to forge partnership working to expand the provision of phase four in the community. • Invite primary care colleagues to be involved in the project to improve seamless discharge from cardiac rehabilitation to the community. • Provide training to primary care colleagues on coronary heart disease lifestyle management to increase knowledge and awareness in order to empower patients to self manage. Contact details Tracy Stoodley, Project Lead, Service Improvement Manager, Dorset Cardiac and Stroke Network. Email: tracy.stoodley@bp-pct.nhs.uk NB: Appendices 7-8 are available from the NHS Improvement website at: www.improvement.nhs.uk/heart/ rehabprojectsummaries www.improvement.nhs.uk/heart
  • 27. 26 Cardiac Rehabilitation - National Priority Projects Modernising a cardiac rehabilitation service North of Tyne, North of England Cardiovascular Network Synopsis of the project. However, as the project progressed, it was recognised that sustained and What was the problem, challenge or issue frequent meaningful engagement with both you were trying to resolve? patients and professionals led to the project The North of Tyne area is geographically diverse, report being fully representative from a wide with densely populated inner city and remote range of stakeholders. rural communities, and includes spearhead areas of deprivation. The project aims to inform NHS What would you do differently? North of Tyne, to assist commissioning of a As previously mentioned, communication would patient centred, cost effective, equitable CR be more explicit at the outset as there was an service for patients having PCI, CABG and MI, element of uncertainty and concern about what acknowledging there are other groups who the review would entail – fears about tendering would benefit from rehab (HF, angina etc.). The for total service change and potential job losses objective is to resolve the differences in the were real issues for provider staff. It should have cardiac rehabilitation services already established been clearer at the start of the project that it in the three PCO areas and to move towards was a scoping exercise to produce a report to more individualised and accessible services. inform commissioning decisions rather than an end in itself. What were you trying to achieve in the time available? Background The current cardiac rehabilitation service was to be reviewed with a view to informing The project was a joint collaboration between commissioning decisions and addressing any the North of England Cardiovascular Network gaps and inequities in services, whilst actively and NHS North of Tyne. NHS North of Tyne is a engaging with stakeholders and patients in the joint management structure encompassing process. Alongside staff and patient involvement, three PCOs – North Tyneside, Newcastle and the project had to correspond and adhere to Northumberland Care Trust. It also covers two national policy drivers for the core standards of a acute trusts – Northumbria Healthcare NHS cardiac rehabilitation service. The next stage of Foundation Trust and Newcastle upon Tyne the project involves benchmarking providers Hospitals NHS Foundation Trust. NHS North of against the new service specification. Good Tyne commissions cardiac rehabilitation services practice would be highlighted and shared and for a large and diverse population of around any duplication in the patient pathways between 775,000 people and covers a geographically the different stages of care were to be diverse area including inner city and remote rural addressed. areas. NHS North of Tyne as a commissioning organisation has experienced the commissioner- What was your solution(s) or approach provider split at an early stage and as such the to this? commissioning functions of the PCOs are well Both patients and professional stakeholders established. representing community and acute settings were consulted with on a regular basis. Several The scope of the project was to map current stakeholder events were held to discuss the cardiac rehabilitation services and to include proposed service specification and also to patients who had MI, CABG and PCI ensuring comment on the ongoing project report. they had timely and equitable access to Patient focus groups within cardiac rehabilitation rehabilitation services in line with national services were also held along with GP interviews. policies and guidelines. This service was to be tailored to the individual and also needed to What worked/ didn’t work to date? respond to the requirements of a very diverse Communication with service providers in the population. The project spanned the entire initial stages of the review could have been patient pathway and focussed on the improved as it was felt that commissioners did community element of this, i.e. discharge from not keep professional stakeholders fully hospital. Each cardiac rehabilitation team was informed of the scope and proposed outcomes structured differently with some elements of the www.improvement.nhs.uk/heart