Patient self referral: a guide for therapists PDF
Preview Patient self referral: a guide for therapists
Allied Health Professions Patient Self Referral A guide for therapists Lesley Holdsworth Clinical Effectiveness Co-ordinator NHS Forth Valley Stirling and Valerie Webster Associate Dean (Quality) School of Health and Social Care Glasgow Caledonian University Boca Raton London New York Radcliffe Publishing CRC Press is an imprint of the OTayxlofr o&r Fdra n·cis SGreoaupt,t alne informa business First published 2006 by Radcliffe Publishing Published 2018 by CRC Press Taylor & Francis Group 6000 Broken Sound Parkway NW, Suite 300 Boca Raton, FL 33487-2742 © 2006 by Lesley Holdsworth and Valerie Webster CRC Press is an imprint of Taylor & Francis Group, an Informa business No claim to original U.S. Government works ISBN-13: 978-1-84619-165-7 (pbk) This book contains information obtained from authentic and highly regarded sources. Reasonable efforts have been made to publish reliable data and information, but the author and publisher cannot assume responsibility for the validity of all materials or the consequences of their use. The authors and publishers have attempted to trace the copyright holders of all material reproduced in this publication and apologize to copyright holders if permission to publish in this form has not been obtained. If any copyright material has not been acknowledged please write and let us know so we may rectify in any future reprint. Except as permitted under U.S. Copyright Law, no part of this book may be reprinted, reproduced, transmitted, or utilized in any form by any electronic, mechanical, or other means, now known or hereafter invented, including photocopying, microfilming, and recording, or in any information storage or retrieval system, without written permission from the publishers. Trademark Notice: Product or corporate names may be trademarks or registered trademarks, and are used only for identification and explanation without intent to infringe. Visit the Taylor & Francis Web site at http://www.taylorandfrancis.com and the CRC Press Web site at http://www.crcpress.com Lesley Holdsworth and Valerie Webster have asserted their rights under the Copyright, Designs and Patents Act, 1998, to be identified as Authors of this Work. Neither the publisher nor the authors accept liability for any injury or damage arising from this publication. British Library Cataloguing in Publication Data A catalogue record for this book is available from the British Library. Typeset by Advance Typesetting Ltd, Oxford This book is dedicated to the very many physiotherapists throughout the UK and in particular the Scottish Physiotherapists Self Referral Study Group. On a personal level, we also dedicate these words to our 'Richards' and our girls, Claire, Rachel, Harriet, Kirsten and Nicole and thank them all for being so patient and under standing of us and forgiving our absences, we couldn't have done this without any of you! Contents About the authors vii Introduction ix Why write this guide? ix Who this book is for ix How to use this guide x Parti 1 1 Background 3 2 Why consider patient self-referral? 7 3 Legal and professional considerations 11 4 What do we mean by patient self-referral? 19 3 Checklist 23 6 Useful websites 25 7 Further reading 27 Part II 29 8 Before you start 31 9 Know your population 33 10 Know your service 35 11 What kind of patient self-referral service is right for you? 37 12 The most frequently asked questions 45 13 Making critical friends 5 3 14 Checklist 57 15 Further reading 59 Partili 61 16 Preparing for implementation 63 17 Publicising the change in access to your service 67 18 Measuring and demonstrating impact 73 19 Checklist 87 20 Further reading 89 PartIV 91 21 Final countdown to implementation 93 22 Publicising the launch of your service 95 23 The final countdown 97 Appendix I Sample referral forms 99 vi Patient self-referral: a guide for therapists Appendix Π Sample poster 101 Appendix ΠΙ National self-referral dataset 103 Appendix IV Sharing effective physiotherapy practice (SEPP) dataset 105 Appendix V Referral tool 107 Appendix VI Patient self-referral anticipated referral rate calculator 109 Appendix VII Four abstracts 111 Appendix VIII Glossary 115 Index 121 About the authors Lesley Holdsworth trained as a physiotherapist during the 1970s, working in a variety of settings throughout the UK. She has been working in Scotland since 1983 and developed an interest in service evaluation soon after arriving. National research fellowships and secondments during the late 1980s and early 1990s further developed this interest, particularly with regard to patient access and service provision. For the last 10 years she has been working with the full range of health professionals and is the lead for clinical effectiveness within NHS Forth Valley. Lesley was the co-founder and developer of the AHP National Clinical Effectiveness Networks that are now an integral part of NHS Quality Improvement Scotland. Most recently she has been a member of the Advisory Group of the National Framework for Service Change, a group charged by the Health Minister to put forward the vision for the NHS in Scotland and from which current policy is based. She also sits on a number of national and UK-wide policy and professional groups. Despite having wide-ranging multiprofessional interests, Lesley has maintained strong professional links with physiotherapy, contributing to the work of the Chartered Society of Physiotherapy for which she was awarded a fellowship in 2003. This is also apparent in her major research interest, which, for the last 10 years, in conjunction with Valerie, has been in developing and evaluating the efficacy of patient self-referral systems in physiotherapy both nationally and internationally, about which she has widely published and presented. Lesley is currently working in collaboration with the CSP as an advisor to the Department of Health in England about patient self-referral services. Valerie Webster also trained as a physiotherapist in the 1970s. Her interest in research related to practice and service evaluation developed whilst she was working within the NHS. It was during this time that she and Lesley first got together to work collaboratively comparing service provision in different health areas. Valerie moved into Higher Education in the early 1990s when she took up a post as a physiotherapy lecturer at Glasgow Caledonian University. Working in partnership she has lead the development of physiotherapy undergraduate and inter-professional postgraduate education programmes. She is currently Associate Dean (Quality) for the School of Health and Social Care and divides her time between this role and developing her research areas. In conjunction with Lesley, her friend and colleague, a key area of research has for the past 10 years been developing and evaluating patient self-referral systems nationally and internationally. They have together presented and published widely on the subject. Currently she is working in collaboration with the Chartered Society of Physiotherapy as an advisor to the Department of Health in England about patient self-referral services. Inter-professional learning and working forms the second strand of her practice and research interests. Her work in this area has led her, on behalf of two univer sities, to Chair a steering group developing inter-professional education and research involving nine different health and social care professions. She is a member of the Higher Education Academy and works closely with the professional body, NHS partners and the Quality Assurance Agency. Introduction Why write this guide? We have been involved in introducing and evaluating patient self-referral physio therapy services for over 10 years. What do we actually mean by patient self- referral? We have defined this as: ... a system of access which allows patients to refer themselves to a healthcare provider directly without having to see or be prompted by another healthcare practitioner. This relates to telephone, electronic technology or face-to-face services. Over the last 10 years we have lost count of the enquiries we have fielded from all over the UK and from many other countries worldwide. We have been contacted by a wide range of healthcare providers: clinical staff from a variety of professions; therapists, nurses and doctors; service managers; professional bodies; and healthcare policy makers. They have raised all sorts of issues and, initially some what surprising to us, has been the fact that regardless of profession, viewpoint, geographical setting and/or system of funding the questions have been the same. The most frequently asked questions have been: • 'Where do we start?' • 'How do we go about it?' • 'What do we need to do?' • 'Are there any professional issues?' • 'Are there specific training needs for staff?' • 'How do we publicise it?' • 'Will we able to cope with all the referrals?' • 'What information should we collect?' • 'How do we demonstrate impact?' Purpose We have tried to answer specific and general enquiries, but we always come back to the fact that the key determinant of success lies in how you prepare: doing your homework, really doing your homework and making 'critical friends'. This book is not intended to be an in-depth academic text about patient self-referral; rather, it is a practical guide that should help to take you 'relatively stress-free' through the very important key stages of preparation. We hope it will provide useful hints and tips to assist you in your decision-making and, if you decide to go ahead, will ensure you as successful and painless a transition as possible. The content is based on the knowledge we have gained through bitter (and sweet!) experience, and it is a representation of our personal views. Who this book is for This book is aimed at allied health professionals, but is also highly relevant to other healthcare practitioners.
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