Democracy Spraffa

ITEM 7 Home Assessment Team Discharge without Delay Programme Update

North Lanarkshire Council · 21 August 2024
Back to IJB Performance, Finance and Audit Committee — 21 August 2024 and its agenda

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REPORT 
Item No: 7 
SUBJECT: Home Assessment Team/Discharge without Delay Programme
Update
TO: Integration Joint Board Performance, Finance & Audit Committee
Lead
Officer for
Report:
Diane Fraser, Chief Officer, Adult Social Work Services NL HSCP
Author(s) of
Report
Margaret Flavell, Senior Manager, Adult Social Work
Sharon Simpson, Health and Social Work Manager
Ian Nicol, Programme Manager
DATE: 21 August 2024 
1. PURPOSE OF REPORT
This paper is coming to the IJB for:
For Approval: ☐ For Endorsement: ☐ To Note: ☒ 
2. ROUTE TO THE BOARD
This paper has been:
Prepared By: ☒ Reviewed By: ☒ Endorsed By: ☒
Ian Nicol, Programme
Manager
Margaret Flavell, Senior
Manager Adult Social
Work
Diane Fraser, Chief
Officer, Adult Social
Work 
3. RECOMMENDATIONS
It is recommended that the IJB PFA Committee:
1. Acknowledge the report.
2. Endorse the strategic direction of HAT and the implementation of HAT across
North Lanarkshire.

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3. Acknowledge the significant development in HAT practice across North
Lanarkshire 
4. VARIATIONS TO DIRECTIONS? 
5 BACKGROUND/SUMMARY OF KEY ISSUES
5.1 In September 2021 the IJB approved the establishment of a Change Fund to
create additional capacity and support the remobilisation and redesign of
services post Covid, to enable the delivery of the Programme of Work for the
North Lanarkshire Health and Social Care Partnership, and to achieve the
ambitions set out in the Partnership’s Strategic Commissioning Plan:
 Do the right thing first time
 Provide a range of community services and supports to people to live well
in connected communities
 Focus on what matters to people
 Be at the forefront of technical and sustainable solutions
 Promote prevention and early intervention
 Ensure North Lanarkshire is the best place to work, volunteer and care 
5.2 Priorities for the use of the Change Fund were identified as:
 Prevention and early intervention, targeting spending on helping people to
live healthier and safer lives and maintaining their independence at home or
in the community. This means less spending is required on hospital or
specialist care later.
 Empower individuals and communities, involving them in service design and
delivery. This should result in services that match what people need and
want.
 Improve efficiency by adopting a whole system approach to improve and
deliver services. 
5.3 A Winter Planning & Increased Capacity Business Case was developed, and
this set out a total recurring investment of £6.759m in three main categories:
 Assessment and planning capacity
 Direct provision of services and supports
 Infrastructure capacity 
5.4 Home Assessment sits within the first of these categories and is the approach
that North Lanarkshire is taking to implement what is known nationally as Home
First. 
Yes ☐ No ☐ N/A ☒

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5.5 It is recognised that being in hospital disconnects people from their family,
friends and social network and can result in a sense of isolation, loss of
confidence and depression. Older people in particular experience functional
decline as early as 72 hours after admission and are more likely to have an
episode of delirium or infection. Every unnecessary day in hospital increases
the risk of an adverse outcome for the individual, drives up the demand for
institutional care and reduces the level of investment that is available for
community support. (PubMed - Swinnerton, Price, ‘Recognising, Reducing and
Preventing Deconditioning in Older People’. 2023).
5.6 Discharge without Delay (DWD) is a vital component of the Scottish
Government’s Unscheduled Care Programme with a Home First approach
fundamental to its success. The aim is to prevent delay to discharge where an
acute medical issue has been addressed. Reducing delay for people who can
be assessed within their own homes rather than a hospital ward is an essential
element of reducing the length of hospital stays and thus releasing
unnecessarily consumed capacity. This approach requires a shift in mind-set
to; “Why not home? Why not now?” and has been proven to result in more
positive individual outcomes for people. (SCIE, ‘Hospital Discharge and
Preventing Unnecessary Admission, 2022).
5.7 North Lanarkshire’s Home Assessment Team, (HAT), is a multi-disciplinary
social work, health and social care resource which applies a whole system
approach to planning and preparation for hospital discharge and admission
avoidance by facilitating both assessment and intervention within each person’s
own home. HAT will support by adjusting the balance of care both at the front
door and back door of hospitals.
5.8 To enable timely discharge from hospital and prevent unnecessary admissions,
HAT provides:
 Rapid access to the support that people require to enable them to return
home or avoid admission to hospital.
 Time-limited support to enable an assessment of each person’s immediate
and longer-term support needs in their own home, taking into account and
optimising use of personal and community networks.
 A designated workforce focused on enabling discharge and maximising
function in the home environment by increasing the number of timely post-
discharge assessments and providing a rapid community response to
prevent hospital admission.
 A robust discharge pathway for those who require home assessment and
rehabilitation following discharge from both hospital front door and wards.
 Flexibility to deploy the workforce across the sectors.
 Home first conversation to become the norm at every stage of the person’s
journey (Why not home? Why not now?).
 Clear leadership and presence within discharge arrangements services.
 Close links with individuals involved in the Planned Date of Discharge
process to identify appropriate patients for the HAT pathway.

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 Close working relationships with Rehab Team, District Nurses, Acute, Allied
Health Professionals, Hospital at Home and Hospital Discharge Support
Programme (3rd sector) with access to the equipment store to support
hospital admission avoidance and discharge arrangements. 
6 PROGRESS AGAINST WORK PLAN   
6.1 HAT Roll-out
Phase 1: Wishaw and Cumbernauld fully implemented
Phase 2: Motherwell and Airdrie fully implemented
Phase 3: Coatbridge and Bellshill:
 Coatbridge commenced December 2023 although not fully staffed yet with
work ongoing to progress. 
 Bellshill not yet fully operational, but utilising Motherwell-based HAT Home
Support staff to support discharges via HAT.
6.2 Service Model
 Standard Operating Procedure agreed.
 Workshops held to map pathways, review and agree pan-Lanarkshire
referral criteria with all key stakeholders in the MDT including transfers of
care into reablement, mainstream /longer term home support and rehab
services.
 HAT staff accommodation secured in university hospitals and community.
 Induction programme established.
6.3 Data and measurement
 Data spreadsheet developed to record activity and enable monitoring of
performance and outcomes. This continues to be revised according to
activity and developments.
6.4 Recruitment
 Recruitment to HAT ongoing to build capacity and roll out across all NL
localities. The pressures within the system regarding workforce are widely
acknowledged and adjustments continue to be made to skill-mix. 
 Several recruitment campaigns have been progressed across health and
social care to recruit across the team including Home Support,
Physiotherapy and Occupational Therapy staff. 
 Several Home Support Workers have expressed an interest in transferring
to HAT. This will be facilitated as soon as their posts have been backfilled.
 It is the intention for existing staff to be able to work flexibly across sectors
as required to meet demands.
6.5 Leadership and Operational Management
 Interim operational management of HAT has been delegated to two Locality
Social Work Managers, aligned to the 2 hospital sites of University Hospitals

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Monklands and Wishaw, and an NHS Service Manager, working closely with
the discharge arrangements and the hospital social work teams. This will be
rolled out across the six localities.
 They are reviewing the operational structure of the HAT and holding regular
meetings with Team Leads including Allied Health Professionals and IRT to
take forward any outstanding work to establish HAT. 
 Strategic management is also undergoing a review to ensure integration into
the new GIRFE/Enabling Approach arrangements. 
6.6 Risks and challenges
6.6.1 The implementation and embedding Home Assessment practice presents
with several risks.
Risk Mitigation
The release of a substantial number
of Home Support Workers from the
mainstream/longer term service will
impact on the delivery of long-term
home support including disruption of
existing care packages and potential
increase in unmet need
Working closely with in-house home
support and the independent home
care providers across the sector to
create the capacity required to
release this resource.
People are not supported as
required due to ineffective, inefficient
and inconsistent reablement activity
Ring-fenced reablement teams
established to meet need 
Regular weekly Reablement
meetings between Home Support
and Rehab Teams across 6 localities
to target reablement activity and
achieve practice consistency
Lack of trust in HAT process Targeted engagement activities
between HAT, ward and community
staff to develop trust and confidence
in assessment at home
Patients’ outcomes may be poorer
due to deconditioning in the hospital
setting which ultimately leads to
increased dependency on formal
supports or transfer to long term
care home placement
Promote earlier discharge from
hospital and assessment at home
Planned Date of Discharge (PDD) is
not fully embraced
Refreshed PDD process 
Low referral rate to HAT HAT presence in hospital settings to
develop further trust and confidence

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Recruitment challenges  Planned, phased and strategic
recruitment
Low Pharmacy input  Ongoing pharmacy input and
medication training across relevant
staff
Limited access to pool cars  Further purchase of pool cars
Lack of capacity on Acute sites to
support HAT
Accommodation and space identified
for HAT staff 
6.6.2 Other challenges:
 Timely movement of people into services, if required, including Reablement,
IRT, long-term home support. 
 Funding for non paye costs to be agreed and sourced as not included in the
initial business plan. 
6.7 Embedding the approach
6.7.1 As HAT has developed, further synergies have been identified with other key
programmes of work to improve our prevention and early intervention
response. This includes Getting It Right for Everyone (GIRFE), the Frailty
Strategy, Home Support Refresh, the Back to Basics Enabling approach and
the Operation FLOW Optimal Discharge Planning Target Operating Model. 
6.7.2 The interface with other parts of a person’s journey is critical. Whilst some
individuals will not require any statutory support, there will be those who
would benefit from further intervention. Therefore, while we ensure FLOW
through the acute hospital sites, this is also required within community
settings and timely access to reablement, and rehabilitation will be critical to
enable people to maximise their potential and ensure that they receive the
support that is right for them.
6.7.3 Reablement provision was significantly impacted during the pandemic due to
capacity and workforce issues. Subsequently, there have been changes
within the Home Support Service and Integrated Rehab Teams (IRT) to
ensure that Reablement can be fully remobilised. This entails a separation of
assessment and planning functions, including Reablement, HAT and IRT,
and a long-term “Living Well” Service.
6.7.4 Weekly meetings have been established between relevant staff in HAT,
Home Support, Reablement and Rehab Teams to facilitate effective
communication regarding individual service users and reablement activity
and subsequent goal setting supported by a standard operating procedure. 
6.7.5 Each locality is developing a multi-disciplinary enabling approach to ensure
an effective and timely response that taps into community resources, where

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appropriate, through our recently appointed third sector community
connectors. 
6.8 Next Steps
 Embed HAT across North Lanarkshire whereby Home First becomes the
norm in Acute and Community and align with the Target Operating Model to
optimise discharge. 
 Conclude recruitment and complete roll-out across localities.
 Communication and engagement activities continue including staff briefing
sessions.
 Ensure Lanarkshire-wide referral criteria are widely known.
 HAT process and patient/service-user pathways used in everyday practice.
 HAT patients/service users to be discussed on Planned Date of Discharge
(PDD) call.
 Full remobilisation of Reablement.
 Improved interface with the Equipment Store and Assistive Tech Team and
subsequent service delivery.
 Ensure HAT is embedded in whole system approach aligned to GIRFE
principles and Back to Basics Enabling Approach.
 Undertake a test-of-change in Airdrie/Wishaw which will aim to:
­ Identify the range of preventative and early intervention services.
­ Build on the prototypes developed through the Partnerships
involvement in the national GIRFE Pathfinder Programme.
­ Improve access through changes to first point of contact.
­ Put in place robust screening and allocation through an MDT and
enabling approach.
­ Reduce waiting times through embedding the team around the
person, working to a single, shared plan and eradicating
unnecessary referrals.
 Establish key linkages within the Health & Social Care Whole System
Dashboard and track wider impacts of the service on Delayed Discharge
performance, and capacity of the Home Support Service. 
7 DATA ON ACTIVITY AND IMPACT
7.1 Since its inception in April 2022 to 2nd July 2024, 2,119 patients in total had
been referred to and supported by the Home Assessment Team.
7.2 As illustrated by the Chart 1 below, there has been a natural, gradual build and
expansion of the team as staff have been recruited and trained. This is reflected
in the gradual build-up in the volume of referrals. Whilst all localities are not yet
fully operational, an average of 120 new individuals are currently supported by
the service every month. Those people who are referred to HAT are also being
discharged quicker from hospital to be fully assessed in their home
environment, with 82% of individuals referred to HAT and discharged from
hospital on the same day.

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Chart 1 
7.3 As HAT has become established the team has been able to accept more
complex cases and fully support the multi-disciplinary team working that is
required to support a “Home First” approach for individuals. We can see below
in Chart 2 that over time, as more complex cases were being accepted in
financial year 2023/24, that the proportion of people recorded as completing the
service with no further service required decreased; however, we know from our
monitoring of delayed discharges that the HAT approach is improving flow. 
Chart 2 
Of the those requiring a further service, the service with the highest number
was the Community Alarms Service (16% of total completing). This was
followed by Home Support Reablement (13%), then Integrated Rehab Team
(IRT) - Physio and Mainstream Home Support (both 11%) and IRT –
Occupational Therapy (10%).

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Service at Completion
Home Support - Reablement 13% Locality SW Referral 1%
Home Support - Mainstream 11% Integrated Day Service 0%
Integrated Rehab Team - Physio 11% LSS 0%
Integrated Rehab Team - OT 10% District Nurse 6%
Rehabilitation - Other 1% NL Leisure 0%
Community Alarms 16% Third Sector 3%
7.4 The contribution of the Home Assessment Team also appears to be having an
indirect impact on the Partnership’s overall performance in relation to patients’
discharge being delayed in hospital. The below (Chart 3 & Chart 4) illustrate
the significant reduction in the number of bed days delayed per week in both
acute sites and off-site wards, particularly towards the end of 2023 and into
early 2024.
Chart 3

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Chart 4 
8 CONCLUSIONS
8.1 This report provides an update on the establishment of HAT in North
Lanarkshire, which includes background, progress to date, plans, recruitment
update, successes, risks and next steps. 
8.2 The delivery of high-quality support is critical to support individuals who are at
risk of admission to a hospital or who have complex discharge needs. The
improvement work to establish the Home Assessment Team (HAT) is critical
to the delivery of the Plan for North Lanarkshire and the University Health and
Social Care North Lanarkshire Strategic Commissioning Plan.
8.3 HAT provides assessment at home with a focus of complementing established
practice and supporting service redesign and streamlining of other key areas
of work including the longer-term vision of the development and
implementation of an enabling hub approach across the North Lanarkshire
Health and Social Care Partnership.  
9 IMPLICATIONS
9.1 NATIONAL OUTCOMES
Link(s) to National Health and Wellbeing Outcomes 
People can look after and improve their own health and wellbeing and live
in good health for longer 
☒
People, including those with disabilities or long-term conditions, or who are
frail, are able to live, as far as reasonably practicable, independently and at
home or in a homely setting in their community
☒

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People who use Health and Social Care Services have positive
experiences of those services, and have dignity respected
☒
Health and Social Care Services are centred on helping to maintain or
improve the quality of life of people who use those services 
☒
Health and Social Care Services contribute to reducing health inequalities  ☒
People who use Health and Social Care Services are safe from harm ☒
People who work in Health and Social Care Services feel engaged with the
work they do and are supported to continuously improve the information,
support, care and treatment they provide
☒
Resources are used effectively and efficiently in the provision of Health and
Social Care Services 
☒
9.2 ASSOCIATED MEASURE(S)
Data spreadsheet developed to record activity and enable monitoring of performance
and outcomes. This continues to be revised according to activity and developments. 
9.3 FINANCIAL
The funding for HAT provided via the Winter Planning & Increased Capacity
Business Case has been incorporated into baseline budgets and as such is part of
routine financial management arrangements.  A funding gap has been identified for
non-PAYE (Pay as You Earn) costs therefore this cost impact requires to be
resolved through the current financial sustainability arrangements. 
This paper has been reviewed by Finance:
Yes   No  N/A 
9.4 RISK ASSESSMENT/RISK MANAGEMENT 
Relevant Risk Register
Details 
Current Risk Level  Risk Owner 
Home Support
Programme Board
High Margaret Flavell 
As outlined in Risk under section 6.6.61
9.5 ENGAGEMENT & PARTICIPATION
Please tick the engagement and participation objectives that link(s) with this piece of
work and provide further details on the engagement and participation that was
undertaken.
Objectives  Further details 
☒ Involve stakeholders in the development
work aimed at achieving the national 
Extensive engagement with
service-users and staff has taken

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outcomes place in relation to the Redesign
of Home Support and getting it
Right for Everyone (GIRFE) 
☒ Provide stakeholders with information on
how to get involved
See above
☒ Ensure a diverse range of engagement and
participation and opportunities are in place to
suit different needs 
See above
☒ Measure how well we involve community
stakeholders in the planning, design and
delivery of our services 
Ongoing and linked to
partnership engagement and
participation work and GIRFE
testing
☒ Provide regular feedback on how
stakeholder engagement and participation is
shaping and influencing service development
and delivery
Regular contact/engagement
with families, workers and
partners, the production of
service-user and staff
newsletters
☒ Provide support to enable stakeholder
representatives to participate meaningfully and
confidently at meetings
See above
☒ Develop participation guidelines to ensure a
common understanding and set of
expectations for both stakeholders and
partnership staff
See above
☒ Support engagement planning and
participation in localities, taking account of
other engagement activity and local plans
across the Community Planning Partnership
See above 
9.6 INEQUALITIES & FAIRER SCOTLAND DUTY 
EQIA completed & Fairer Scotland Impact Assessment Form completed and
attached to report: 
Yes  No  N/A 
EQIA added to website: 
Yes  No  N/A 
10 BACKGROUND PAPERS
None

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11 APPENDICES
N/A 
Diane Fraser
Chief Officer / Head of Service (Adult Social Work Services)
CHIEF ACCOUNTABLE OFFICER (or Depute)   
Members seeking further information about any aspect of this report, please contact
the following: 
Margaret Flavell, flavellm@northlan.gov.uk 
Sharon Simpson, sharon.simpson@lanarkshire.scot.nhs.uk

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Direction from North Lanarkshire Integration Joint Board (IJB) 
1 Reference Number  2024/0821-07
2 Report Title  Home Assessment Team Discharge
without Delay Programme Update 
3 Date direction issued by
IJB 
4 Date from which direction
takes effect 
5 Direction to: 
6 Does this direction
supersede, revise or revoke
a previous direction – if
yes, include reference
number(s) 
7 Functions covered by
direction 
8 Full text of direction 
9 Budget allocated by
Integration Joint Board to
carry out direction 
10 Performance Management /
Governance arrangements 
11 Date direction will be
reviewed