Occupational Therapy News OTnews May 2020 | Page 26

FEATURE COVID-19 clients tell us. We are facilitators in the lives of our clients – they are not victims and we are not rescuers,’ says Jonè Vosloo, the assistant team manager. They were necessary changes. Six years ago, the team had lengthy waiting lists, an £85,000 annual bill for outsourced assessments, and was supposed to focus its work on a costly online assessment tool that was little used. ‘In order to survive we had to think outside the box and adopt smarter ways of working,’ says Jonè. ‘We took risks and acted on our ideas, even though they were controversial. We had to adapt our services to overcome the ever-changing challenges until eventually we developed our five-step programme for referrals. ‘As a result, we have no waiting list and we are chasing clients for information rather than them chasing us.’ The five-step process The first three steps are handled by the duty occupational therapy team. The first step is signposting. ‘We have a strength-based conversation with the client to identify what may help them and we give them the options of how their needs can be met,’ says Jonè. ‘If they want something more glamorous than what we can provide, they are usually happy to buy it themselves. It is also at this stage where we consider whether our service is the best service to meet the client’s overall needs or whether we need to refer to our health colleagues.’ If the client does need something from the adult social care team, then the second step sees the occupational therapist establishing a basic level of need via a telephone conversation, and where possible, order the equipment straight away. The duty occupational therapist may ask the client or their carer for photographs where needed. ‘This enables us to meet the clients’ needs at the front door,’ she adds. The third step is where the real innovation begins. If the team is not fully confident that a piece of equipment can just be ordered and they want more insight into the environment, then they send out a special notebook they have designed for a client or carer to fill out the information. The 27-page EQuip notebook is now on its ninth version, and provides a way to gather information on the client’s environment and needs. ‘It gives us better insight, especially if there are multiple needs to enable us to discuss the best intervention options with the client – and it can all be done remotely,’ says Jonè. After the client returns EQuip to the team, the duty team contacts the client to discuss possible interventions. It’s proving to be more time efficient, client-centred and is freeing up time for more complex cases. And it also means that clients are not sat on a waiting list, but instead 26 OTnews May 2020 are able to contribute to the solutions they need. If the EQuip notebook isn’t quite enough support for the client, then they instead can go to step four: attending the MeAssured clinic, held in Mersham. Jonè says that, although the processes are now firmly embedded in the team, it took effort on her part to ensure staff were referring people to the clinic, rather than expecting that an occupational therapist would visit them. And that is a cultural shift that affected clients too. Says Jonè: ‘The majority of clients have had the mindset that an occupational therapist needs to visit. However, we would ask them if they can go to the shops or the GP – if they can, they can come to the clinic. It’s a case of being firm, but friendly.’ She notes that finding a suitable venue and a confident and experienced staff member to run it may be challenges for other areas to follow this model. However, the clinic has proven to be cost effective and time efficient. By 2016, 206 clients were seen at the clinic in six months, negating the need for outsourcing. ‘The feedback from clients attending MeAssured has been overwhelmingly positive,’ she says. ‘The venue has a positive atmosphere and is conducive to a friendly and dynamic service, utilising partner organisations. ‘EQuip and the work on duty have enabled us to respond quickly and efficiently to the clients requiring less complex intervention, giving the team capacity to give more time to complex clients and pursue various projects.’ Developing virtual assessments Those earlier steps now handle a huge proportion of clients, meaning that only the most complex cases require step five: occupational therapist allocation. And, as elsewhere in the country, some of these are now being handled via video call. The team actually had their first virtual assessment a couple of months before COVID-19, but the arrival of the virus meant the team received the green light to roll them out more fully. Kirsten Callander, a senior occupational therapist, is delivering some of the virtual assessments. One recent call was for a profiling bed and standing hoist for a lady who had recently arrived in a supported living home after a long stay in hospital. ‘I completed the virtual review of the standing hoist with the client and carers, with an additional carer holding the phone,’ she says. ‘I introduced myself to the client and gained their consent with an explanation of what was going to happen. I ensured that the client remained at the centre of the assessment. Prior to trialing the standing hoist with the client, I asked one carer to trial it on the second carer first, as I usually do during face-to-face visits. ‘This enabled me to check the equipment was working, assess the confidence and competence of the staff, as