Implementing SAP in Somerset

1
Implementing SAP in Somerset

• What do we have to do?
• What are we going to do?
• How did we decide on the approach?

2
We have to agree on our assessment approach

• Four types of assessment
• Select assessment appropriate to needs do not
  be over-intrusive
• Assessment should result in SAP summary
• For overview assessments the content (domains)
  are prescribed any assessment tool must include
  them all.

3
Contact Assessment

• When someone first contacts health or social care
  and significant issues are identified
• Collect personal details and explore extent of
  concerns
• If straightforward, deal with issue

4
BUT

• If there is need for more information
• Or a need to provide more extensive services
• THEN an overview assessment should be done

5
Overview assessment

• Can be undertaken by any front-line professional
  who is trained in assessment
• Format is the overview tool (24 domains)
• This assessment is the basis for SAP Summary
• Use the form flexibly level of detail as
  required by older persons needs

6
Comprehensive assessment

• There is no separate document use the overview
  tool - and cover ALL sections
• Required for anyone with high level dependency
• Likely to need full-time care
• Home care in excess of 10 hours
• Extra care housing

7
Specialist assessment

• No prescribed form for this likely to have
  well-established tools for assessing
• Is focussed on specific concerns, eg. Falls,
  incontinence
• May be requested as result of overview, or
  specialist assessor may prompt overview

8
The assessment tool

• Home-grown version rather than bought-in
• We have adapted community care forms following
  audit of all assessment forms in use
• Initial work done by S.Coast to amalgamate the
  green and yellow forms
• Then field trial in Chard

9
How we will achieve the summary?

• Ultimately this will be electronic web-based
• Until then, we have concluded that a patient-held
  record is the most accessible format for all
  professionals working with an older person
• We are now agreed on the format and content of
  this

10
Messages from field trial

• The form worked well
• Minor changes incorporated
• Main issues related to process and use of patient
  held record

11
Messages ctd

• Need to be clear on the role of the lead assessor
• Need to be clear who is the lead
• Field trial did not have contact assessment form
  this left some gaps on the overview
• Need to clarify use of patient held record

12
What about MH users?

• If the lead is not with Partnership, SAP is the
  assessment tool to use
• SP staff will put an indicator on RIO to show
  that a SAP assessment has been done
• They will keep copy of the paper summary or
  screen in documents
• If the Partnership is leading, they will use RIO
  as their format for the assessment

13
SAP and the acute sector

• The acute episode is the key concern of the acute
  trust SAP will be triggered when discharge
  plans show there are long-term needs.
• We are NOT expecting acute trusts to change all
  their documentation
• We DO expect them to be reviewing their
  assessment processes to reduce duplication and
  improve sharing of information

14
SAP summary

• The overview tool provides the key information
  required for this.
• The summary of assessed needs and the services to
  be provided will be held in the patient held
  record
• NOT the full assessment details

15
When will there be an IT version?

• The overview tool is available electronically as
  a Word document
• Access between local systems is being worked on
  in a RIO/SWIFT project
• Nationally the ICRS is being introduced SAP
  elements will be ready late 2004.