Well Elderly Project
Introduction
Background
The well
elderly project initially commenced in late 1997. There was
some delay in the development of the project following the
resignation of the project manager at the time. Work on the
project was continued by the working party facilitated by Jo
Herbert. It was put on hold for the month of June while waiting
for the Well Elderly Co Ordinator to be appointed.
During this
time a stakeholder meeting had been held and a working party
set up. The aim of the project was established and a questionnaire
sent to the providers to gain information about the existing
services gaps and overlaps, with suggestions asked for where
improvements could be made.
The working
party considered the project format initiated by the work done
on the Asthma and Diabetes projects to guide their progress.
From this, some work had been done identifying the at-risk
elderly and congestive heart disease.
Other work
had begun on a consumer feedback questionnaire. Tentative plans
had begun to hold a hui to gain feedback from Maori on their
perception and concerns as they related to the care of the
elderly.
The project
refocused in June with the appointment of a Project Co Ordinator.
At this time the working party was reconvened and work began
to complete the project.
Project
Focus
The focus
of the project is to coordinate the care delivered to the elderly
in the Kaipara region. The overall aim is to improve the health
outcomes for the elderly by keeping them well in their homes,
safe and supported.
Relationship
with Ngati Whatua
In consultation
with Te Ha o Te Oranga it was agreed to develop a project which
encompassed the needs of both Maori and non Maori. Te Ha o
Te Oranga has been actively involved in the planning of this
project. The implementations of the project may disclose some
variances in the approach between Te Ha o Te Oranga and the
other provider groups, indicating some moderation is required.
Developments in Best Practice Guidelines recognise that different
ethnic groups and geographic locations may lead to different
guideline developments. The structure and function of the project
should allow for this to occur without the need for separate
pathways. However, the manager of Te Ha oTe Oranga and the
Project Co Ordinator worked on establishing a consultative
process to ensure a bi-cultural pathway was established.
Provider
Feedback
The provider
feedback questionnaire did not raise any area for debate -
rather the opposite. There was generalised agreement among
the respondents for improved co-ordination of the service with
support for each other and their clients.
The key areas
for concern emerged as follows.
-
The lack
of a data base. Gaps
in communication between providers.
-
Poor understanding
of quality issues.
-
Lack of
resources for frail elderly monitoring.
-
Lack of
coordination for the frail elderly.
-
These
concerns were taken into consideration and addressed during
the planning of the project.
Consumer
Feedback
A random selection
of clients, aged 65 years and over, were selected from the DMC
database. Of these, 32% met the criteria for frail elderly. There
was a 75% response rate from this survey. All indicated either
a very satisfied or satisfied response to the question relating
to satisfaction with the service they currently receive.
The other
responses, which were of particular concern to this project’s
development, are listed below.
-
46 % of
the respondents had a prescription change in the past year.
-
19% were
unable to get their prescription for some reason or another.
-
42% reported
having a fall in the past year.
-
27% indicate
the fall was after a medication change.
-
8% indicate
the falls were before and after medication changes.
These concerns
were addressed in the project development.
Feedback
from Maori
Two hui were
planned in consultation with Te Ha o Te Oranga and Kuia to gain
input from Maori for the project. It was decided to hold a Hui
at Oturei Marae and at Tinopai in the Community Hall. Valuable
feedback for the project development was gained from both hui.
In particular the importance of cultural safety, respecting individual
differences and the difficulty many Maori have had with the health
system and health workers in the past were noted. Stories were
shared.
At Tinopai,
problems relating to the lack of information, services and assistance
available were identified as a concern that would require addressing
by the project.
The manager
of Te Ha o Te Oranga and the Project Co Ordinator addressed the
need for a planned approach for the consultation between Te Ha
o Te Oranga and other service providers. There is now a great
deal of good will between the service providers for this plan
and it is an integral part of the Well Elderly project.
The Process
The working
party reconvened with the arrival of the Project Co Ordinator,
and time frames set for meetings.
The initial
step taken was to access information regarding the strategies
for improving health outcomes for the elderly. While there is
an emerging literature base on the well elderly, the only known
intervention to improve the health outcomes for the frail elderly
living at home is the implementation of an interdisciplinary
coordinated team. The successful components of the team are not
known but may relate more in the way it’s packaged together
and organised than any single factor.
An initial
developmental map was prepared which took into consideration
the components required for a coordinated multidisciplinary approach
(Table One). The map also included the components of a coordinated
approach, case management, disease management, service integration
and care management. There was a great deal of willingness between
the provider groups to work together and develop this project.
Professor Craig
Anderson at the University of Auckland Medical school, based
at the Geriatric Unit North Shore Hospital, assisted in the formulation
of the multi - disciplinary team map and put a frame work together
from which the team could focus and work from.
Frail
Elderly Project Development Map
The key elements
for a multi-disciplinary team are:
-
Care pathways
= case reviews, monitoring, critical incidents - i.e. falls,
medication, hospitalisation.
-
Check lists
= internal audit of activities.
-
Areas ssessed
= ADL, MMQ, medication compliance and falls.
|
CASE MIX
Age
Sex
Ethnicity
Team support
Carer support
Multiple Medication
Risk of falls
Mental IQ
ADL
Co-morbidity
Family support
|
PROCESS
Multidisciplinary meetings
Case reviews
Communication
Hand held notes
Case Management
Care co -ordination
Service Integration
Disease Management
EDUCATION
KEY HEALTH MEASURES
® social
situation
® ADL
scores
® Mental
status score
® Care
pathways
|
OUTCOMES
Death
Hospital admission
Decrease in medication errors and falls leading to hospitalisation
Retrospective reviews
Repeating ADL measures
Service use
Quality of life e.g. EuroQual quality of life measure
Visits to the GP
Consumer satisfaction
Staff Satisfaction
|
Table One
The following
narrative describes part of the process, reasons for decisions
made and content of the project. The details of the project are
part of the implementation document.
Case
Management
The project
team opted for a group management approach to case management
through the Community Assessment and Rehabilitation Team known
as CART This team consists of the community service providers
involved in the care of the elderly population. It comprises
of Social Workers, Community Nurses, Occupational Therapists,
a Physiotherapist, Te Ha o Te Oranga, a Practice Nurse, a General
Medical Practitioner, a Pharmacist and a Geriatrician. from the
Northland CHE who attends once a fortnight.
One of the
strengths of this project, perceived initially, was the history
of the CART team, who had met regularly over six years. This
team provided the framework for a multi disciplinary case management
arrangement which was to foster both service integration and
care management. This history subsequently proved to be a barrier
as the resistance to changing the old methods, amongst some providers,
become apparent.
To better meet
the needs of this project the terms of reference for CART have
been rewritten and a Co Ordinator appointed, with delegated responsibilities
for ensuring these terms of reference are met. This position
eventually was given to a Co Ordinator who held a leadership
position with one of the major health providers. This ensured
the success of the project was not derailed by the resistance
of some providers, who were eventually managed into positive
behaviour.
Disease
Management
Initially,
the working party had considered the management of congestive
heart failure as a disease focus. However, the initial sortie
into this found that heart failure, as the primary cause of admissions
to hospital, elicited only small numbers. The available data
was confused by the lack of secondary disease and incidents captured
for analysis but common occurrences in the elderly associated
with heart failure. A wider scope was then applied and consideration
given to factors which may lead to ill health or hospitalisation
and, if detected early, hospitalisation averted.
There were
three components considered for disease management in this project,
health checks for the elderly, polypharmacy/multi medication
and falls.
Polypharmacology
and Multiple Medication
As the population
ages, so does their use of healthcare resources - including drug
therapy. In the Kaipara Care area, it is difficult to ascertain
the proportion of the elderly population who receive multiple
medications and admissions to hospital as a result of medication
mismanagement.
Elderly, particularly
those in the very old group, use a disproportionately high percentage
of drug therapy. There is general agreement amongst commentators (McElnay,
J.C. et al, 1998 ) that when large numbers of drugs are used
in the elderly, coupled with changed pharmodynamics, the patients
are particularly susceptible to adverse drug reactions. These
reactions can lead to more hospital admissions and a greater
use of health care resources.
Polypharmacy,
according to (Lee R.D. MD, 1998 ), can be defined as the administration
and use of pharmacological agents for which there is no indication.
Lee claims Polypharmacy is frequently iatrogenic. The number
of drugs appears to be less important than the clinicians ability
to relate the use of each drug to the patients medical, social
and economic circumstances. Lee developed a SAIL protocol for
prescribing multiple medications. Although at this stage it has
not been tested in clinical practice, when used in practice in
a particular case study, it demonstrated how effective it can
be in managing Polypharmacy.
(Crammer Joyce.
A ) argues that polypharmacology is less of a problem in the
elderly as are the problems related to multiple medication. These
problems occur not because the elderly are less compliant than
younger patients when it comes to taking medication, but because
the elderly often have a large number of medications combined
with a high incidence of deficits in physical dexterity, cognitive
skills and memory. It is also worth recalling the results of
the consumer feedback where 46% of the respondents had changes
to their medication regimes in the last year.
Therefore,
the way in which prescriptions are filled and delivered by the
Pharmacists, gives the Pharmacist an important role as a CART
team member. The physical and cognitive changes associated with
advanced aging suggested a systematic and planned approach to
undertaking health checks in the elderly. Adherence to medication
regimes and ability to manage the activities of daily living
became part of the project package.
Falls
in the Elderly
Falls
are reported to be one of the most important reasons for elderly
people admitted to hospital. Falls are also associated with
apprehension about falling and a source of distress to those
living in the community. (Tinetti et al, 1998)
In the Kaipara
District, there were 11 admissions to Whangarei Hospital as a
result of a fractured femur and 10 as a result of some other
fracture in the over 65 years of age group during the July 1997/98
period. We do not know the numbers who fell and were not admitted
to hospital but were recipients of health care services. Nor
do we have any information to indicate the number of people who
had falls in their homes and did not receive any attention.
Falls may
be an indication of a worsening medical condition, non-adherence
to medication regimes or from postural instability. Best Practice
Guidelines suggest the ongoing specific assessment of the elderly
at risk of falling, (Oliver, D et al, 1997) coupled with the
approach to strengthening and balancing interventions, (Simpson
J M et al 1998) may give the best outcomes for the elderly at
risk of falling. It is of significance to note the respondents
to the consumer questionnaire reported 42% of them had fallen
in the last year, 27% of them after a medication change.
The disease
management component of this project, then, is not on a specific
disease process, but rather focuses on the incidents which can
lead to poor health outcomes and hospitalisation for the elderly.
The health checks for elderly include as a special focus, adherence
to medication regimes, falls and abilities with the activity
of daily living. Each client will be case managed by the CART.
The management of polypharmocology will be the responsibility
of the Doctors at DMC and the Pharmacists will participate.
Service
Integration
The service
integration strategies have depended on the definition of the
elderly for the project. Initially there was some debate on the
age criterion being at 75 years plus but there was some concern
that Maori would not benefit from the service and some non Maori,
who required the service, would not qualify.
The
development of a database was a significant milestone for this
project. It demonstrated the willingness of service providers
to share information. Considerable work has been done on this
database. It is updated weekly and information is used for
the ongoing planning and management of the project. Substantial
work has been done on obtaining the ethnicity data and now
every person on the project completes an ethnicity profile.
Criteria
for Referral
Persons living
alone or with another person who meets the criteria below.
Persons 65
years and older or for Maori 55 years or older.
Persons who
are:
-
-
fluctuating/decreasing
physical function
-
Not receiving
regular health professional intervention for palliative care
or home health services.
-
Not on
the respite care programme or in residential care.
The total client
numbers involved are not yet fully established. There will be
a planned approach taken in monitoring activities initially to
ensure resources are not overly stretched. The client selection
will be drawn from the newly constructed database and the professional
knowledge held by the team, whose individual clients are currently
most at risk.
CART
is responsible for the admissions, discharge planning, monitoring
and follow up activities. These
responsibilities are given in detail in the implementation
section of this document.
Care
Coordination
This aspect
of the project is concerned with the systems in place for referrals,
information exchange and quality management activities. The CART
is the pivot for care co-ordination.
-
There are
fortnightly meetings, as previously held, to improve the planning
of the monitoring program and to plan the best uses of resources
for the current weeks home visiting programme.
-
There are
monthly meetings, case reviews and education sessions with
the visiting Geriatrician.
-
Manuals
with Best Practice Guidelines are available to providers.These
are updated as required, at least annually.
-
Communication
strategies include fax and telephone calls to one another and
between other providers. Face
to face with the GP or other providers, meetings with the Dargaville
Hospital ward staff, documentation consultation and patient
diaries.
-
Information
brochures about the project and service providers have been
developed for both patients and service providers.
-
Patient
diaries, held by the elderly person, will be used in order
to actively include the client in their care and to enhance
communication between service providers.
Well
Elderly Nurse Management Team
A Well Elderly
Nurse Management team has been developed to manage the coordination
aspects of the project outside the clinical activities CART is
involved in. The management group sets the targets and monitors
the demand on providers.They keep an overall view on the contracs
held, which have provider components that may have an impact
on the project.
Performance
Outcome
-
Self-reporting
improvement in health related quality of life status within
one year.
Method
Each
person on the project will complete the EuroQual - 5
dimension survey.An
annual analysis of the information will be undertaken
to assess levels of change to perceived health related
quality of life status.
(a)
Medication compliance checked and errors to decrease.
(b)
Decrease in admission to hospitals as a result of falls
within a five to ten year period.
Method
Information will be collected directly from patients re medication errors,
by the home visiting team and GPs.
Admission numbers to hospitals following a fracture from falls.
Self reporting of falls in the homeNumbers requiring an xray as a result
of falls.
-
100% satisfaction
rate with the service provision
Method
There will be a variety of strategies used to measure consumer satisfaction
which will take into consideration both Maori and Non Maori perspectives.
-
Quantifiable
improvement in resource utilisation as a result of coordination
within a year.
Method
Information will be collected and data compiled relating
to changes in timetabling and other activities which result
in savings made in both human, and non human resources during
year one.
-
100% satisfaction
from all service providers with the changes made and the coordinating
processes in place for the well elderly project.
Method
There will be a variety of strategies used to measure
service provider satisfaction.
References
Well
Elderly Project
Cramer J.:
Enhancing
patient compliance in the elderly.
New
Ethicals Journal June 1998
Haynes R.
B., McGibbon K. A. et al:
Interventions
to assist patients to follow prescriptions for medication.
Most recent substantive amendment. (5.5, 1997).
Cochrane Library: http://www.hcn.net.au/cochrane/cdsr/dt000102.htm
Hooper Judith:
Case finding
in the Elderly: Does the primary care team already know enough?
BMJ
Volume 297, 3 December 1998
Lee R. David,
MD:
Polypharmacy: A case report and new protocol for management.
J Am Board Fam Pract 11(2) 140-144, 1998
McElnay J.
C., McCallion C. R.,Al-Deagi F. (1997)
Development
of a Risk Model for Adverse Drug Events in the Elderly
http://www.medscape.com/adis/CDI
Oliver D.,
Britton M. et al:
Development
and evaluation of evidence based risk assessment tool (STRATIFY)
to predict which elderly in-patients will fall: case control and
cohort studies.
BMJ
Volume 315, 25 October 1997.
Simpson Janet
M. et al:
Guidelines
for managing falls among elderly people.
British
Journal of Occupational Therapy, April 1998, 61 (4)
Integrated
Care Projects
Ovretveit,
Dr. J. (1998)
Integrated
Care Models and Issues.
http://www.enigma.co.nz/hcro/index.html
Powell, Ian
(1998)
“Putting
the integration into integrated care.”
NZ Doctor,
10 June 1998, Page 58 |