Putting the wheels in motion: Assessing the value of British Red Cross short-term wheelchair loan - Refusing to ignore people in crisis
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Putting the wheels in motion: Assessing the value of British Red Cross short-term wheelchair loan Refusing to ignore people in crisis
Putting the wheels in motion: Assessing the value of British Red Cross short-term wheelchair loan Alison McNulty, Chloë Carter and Jacob Beswick
© British Red Cross 2015 Any part of this publication may be cited, translated into other languages or adapted to meet local needs without prior permission of the British Red Cross, provided that the source is clearly stated. ISBN 978-0-900228-21-6 The photographs used for some of the case studies in this publication (Janis, Laura, Margaret and Sameena) are of models and there is no intention to associate any of them with any of the conditions or circumstances referred to in this publication. Some names have been changed to protect anonymity. Photographs: Sameena © iStock Laura © iStock Margaret © iStock Janis and her husband © iStock Ron – provided by kind permission of his family Joanna – provided by kind permission of her family For all others; © Matthew Percival/British Red Cross ii
contents 1 Introduction 1 What is short-term wheelchair loan and why is it important? 3 Policy context 4 Opportunities for change 7 2 Methods 9 Research aims and methods 9 Identification and selection of case study participants 9 Case studies 10 Health care professional interviews 10 Analysis 10 3 Case studies 11 Ronald, South Yorkshire 12 Sameena, Nottinghamshire 14 Ashleigh, Cornwall 16 Melvyn, Dorset 18 Laura, Nottinghamshire 20 Holly, Yorkshire 22 Janis, Cumbria 24 Joanne, Kent 26 Margaret, South Yorkshire 28 Key themes 30 4 Recommendations 32 References 34 Appendices 36 Appendix A: Numbers of selected participants 36 Appendix B: Screening interview schedule 37 Appendix C: Wheelchair user interview (case studies) 38 Appendix D: Health care professional interview 40 Appendix E: Note on definitions and calculations 42 iii
There is no clearly defined duty for statutory provision of wheelchair loans in England. The British Red Cross is the largest national provider, but we know there remains unmet humanitarian need. “Not having the wheelchair would have been the straw that broke the camel’s back…it would have been unbearable” (Laura’s mother, p.21) This research report shares the experiences of nine people who have recently borrowed a wheelchair from the Red Cross mobility aids service. The stories illustrate various reasons for needing a short- term wheelchair loan and show the positive impact that they have on people’s lives. Short-term wheelchair loans are an enabler of recovery, choice, control, independence and wellbeing. This report demonstrates that short-term wheelchair loans can prevent and delay people’s needs for health care, social care and support. They can also reduce the level of need that already exists. There are cost savings associated with this prevention; each story is accompanied by an economic evaluation that documents the savings across health and social care, as well as to personal income. We believe that everyone who needs a wheelchair should be entitled to quickly and easily get one that is right for them, for as long as they need it. iv
Acknowledgements The British Red Cross is hugely grateful to Andy Garwin Warby and Emma Rattenbury from Envoy Partnership, who advised us on the methodology for this research and were commissioned to complete the case studies, including the analysis. Their dedication, insight and passion were tremendous. We also thank Mike O’Driscoll for his help in overseeing the commissioning and recruitment to this project. A big thank you also goes to those who helped us secure respondents for the interviews and, most of all, we are grateful to those who gave up their time to share their stories and experiences. v
1 Introduction The British Red Cross helps millions Working with politicians, policymakers of people in the UK and around the and the public, we can improve the world to prepare for, respond to and humanitarian situation of people, recover from emergencies, disasters families and communities in the UK and conflicts. Our volunteers and and around the world. staff help people to live independently by providing support at home, transport, and mobility aids that include short-term wheelchair The Red Cross has a loans. We also teach first aid skills humanitarian vision: and support asylum seekers and refugees in the UK. “Everyone who needs a wheelchair should be We are committed to speaking up entitled to quickly and for and improving the lives of people in crisis and we have provided health easily get one that is right and social care services for more for them, for as long as than a century. Our operational they need it. Everyone experience enables us to pursue who uses or handles a focused advocacy that is backed wheelchair should know by evidence, in order to bring about how to do so safely and changes in policy and practice at the national, local and international comfortably.” levels. 1
During and immediately after World War One, the Red Cross provided short-term wheelchair loans for both injured servicemen and the general population. The service proved to be very popular. By the time the NHS was established in 1948, we were the go-to organisation for short-term wheelchair loans. Today we are the largest national provider of short-term wheelchair loans,1 operating from around 250 sites across the UK. We loan wheelchairs as part of our mobility aids service, which loaned 111,000 items of equipment in the UK in 2014. The majority of those items – 83,000 – were wheelchairs.2 We loan wheelchairs to both children and adults, although the majority of people who borrow our wheelchairs are aged 65 years and older.3 People can access the service in a number of ways, including via an online portal, by telephoning our Area Offices and by visiting local Red Cross loan sites. Red Cross staff and volunteers are often based directly in hospitals and medical centres, working with medical staff to respond to humanitarian need. Our wheelchairs are loaned free of charge. We are grateful to receive donations from 80 per cent of those who use the service (MacLeod, 2015), but we nonetheless spent over £1 million on our mobility aids service in 2014;4 a service that is dedicated primarily to short-term wheelchair provision. These costs are primarily property costs. We own some of the sites from which we provide the service, but in many sites we pay rental costs for space from which to loan out wheelchairs, including some hospitals and general practices where we work collaboratively with health care professionals. These rental costs can amount to tens of thousands of pounds per year. Private Wells at Normanhurst using a Red Cross short-term wheelchair loan during WWI © British Red Cross 1 Other charities also provide short-term wheelchair loans. These include Age UK, Shopmobility, St John Ambulance and Disability Action. 2 The other items were predominantly commodes, but also included rollators, walking sticks and other mobility aids. 3 Internal data capture and reporting. 4 Including the rental costs of space from which we loan out wheelchairs. 2
What is short-term will be able to provide equipment to receive longer-term provision on a temporary loan” (National from the NHS. While some people wheelchair loan and Wheelchair Managers Forum, borrow a wheelchair to facilitate why is it important? 2013a). The guide advises people to their participation in social activities, contact their local NHS wheelchair such as attending events, groups service to be signposted to other and classes, the negative impact of “Not simply a piece of organisations that might be able to social isolation on physical health is provide short-term loans, citing the well proven and worth preventing.6 medical equipment, but Red Cross and St. John’s Ambulance often essential to all By meeting the need for short-term as examples. The corresponding aspects of a person’s life” wheelchair loans, the Red Cross online version of Frequently Asked enables people with mobility issues to (NHSIQ, 2014: 37). Questions reiterates this advice, with be discharged from hospital; maintain the additional suggestion to “try these their independence at home; attend links”, beneath which is a single link hospital appointments, school or According to NHS best estimates, to the Red Cross independent living work; maintain their dignity at the there are 1.2 million wheelchair users page (National Wheelchair Managers end of life; and participate in family in the UK, two-thirds of whom use Forum, 2013b). and social activities from which their wheelchairs regularly (NHSIQ, While ‘short-term’ is generally used they would otherwise be excluded 2014).5 Wheelchairs are recognised to refer to a period of six months or (Gardiner and Kutchinsky, 2013). by the NHS to be “not simply a piece less, the distinction between short- of medical equipment, but often In addition to the challenge of term and long-term provision is essential to all aspects of a person’s accessing short-term wheelchair blurred and contentious, providing life” (NHSIQ, 2014: 37). The NHS provision highlighted above, the another barrier to provision. As makes a distinction between short- NHS E-digest further identifies eight identified in the Red Cross report term and longer-term provision of issues around the acquisition of by Gardner and Kutchinsky (2013), wheelchairs. ‘Short-term’ is generally wheelchairs for longer-term use. Two A Prisoner at Home, and despite used to refer to a period of six months of these are especially relevant to recognition by the NHS that a or less. NHS wheelchair services considerations around short-term wheelchair is “not simply a piece are focused primarily on longer-term wheelchair provision: “unacceptable of medical equipment, but is often provision: “wheelchair services are waiting times for assessment and essential to all aspects of a person’s available to people of all ages who repairs” and “need for consistently life” (NHSIQ, 2014: 37), short-term have a long-term need for mobility applied eligibility criteria” (NHSIQ, wheelchair use is associated with help” (NHS, 2015). Local eligibility 2014). The former is relevant meeting social needs. The report criteria and thresholds for longer-term because unacceptable waiting includes findings from a Red provision can “vary depending on times for long-term wheelchair Cross survey of NHS wheelchair where [one lives]” (NHS, 2015). loans create demand for short- service managers. The majority of term loans. The latter is important Individuals can apply to the NHS managers reported the main reason because, in most areas, eligibility for short-term wheelchair loans for short-term wheelchair loans not criteria do not incorporate short-term after being discharged from being provided by the NHS is that needs, resulting in patchy provision hospital following, for example, an short-term need is a social need, and variation in the corresponding accident or injury. However, a study rather than a clinical one (Gardiner entitlements of individuals. conducted by the Red Cross found and Kutchinsky, 2013). The NHS is that 127 out of 151 NHS wheelchair unambiguous that the “wheelchair Although the Red Cross loaned services would not provide a service will not provide a wheelchair 83,000 wheelchairs last year, we wheelchair for short-term use. if it is only required for day trips or know that there remains unmet need Those that did provide short-term outings” (NHS, 2015). for short-term wheelchair loans, wheelchair loans almost always did particularly in London, where there Yet the majority of people who so in instances of terminal illness is currently no Red Cross wheelchair use the Red Cross wheelchair (Gardiner and Kutchinsky, 2013). service provision. 7 loan service are referred by health In A Guide to NHS Wheelchair professionals (hospital staff, 6 A Brigham Young University study found “that Services, the NHS recognises that “it therapists and GPs) for reasons such individuals who were socially isolated, lonely or living alone at study initiation were more likely is unlikely an NHS Wheelchair Service as recovering from fractured limbs, to be deceased at the follow-up, regardless the fluctuation or deterioration of of participants’ age or socioeconomic status, length of the follow-up, and type of covariates 5 The British Red Cross has previously identified long-term conditions, and end-of- accounted for in the adjusted models” (Holt- that this figure was a result of 91 completed life needs (Gardiner and Kutchinsky, Lunstad, et al., 2015: 233). The same authors questionnaires conducted by the NHS identify that substantial research “has also Purchasing and Supplies Agency 14 years ago. 2013), as well as associated reasons elucidated the psychological, behavioural and Consequently, the data is insufficiently robust such as attending appointments biological pathways by which social isolation to provide an accurate estimate and the actual and loneliness lead to poorer health and figure is likely to have changed with an annual for those with limited mobility. decreased longevity” (ibid: 235). population growth of 0.8%, improved neonatal Some of the people who use our 7 We plan to reintroduce a mobility aids service care and increased life expectancy (Gardiner in London in 2016, or – if funds permit – late in and Kutchinsky, 2013: 6). wheelchair loan service are waiting 2015. 3
Policy context Section 3 of the same Act provides (f) such other services or more ambiguous language within facilities as are required for In England, there is no clearly which short-term wheelchair the diagnosis and treatment defined duty for statutory provision provision may fit. The Section of illness.” of short-term wheelchair loans. Yet holds that the Secretary of State the policy and legislative framework “Illness” is understood as: “includes “must provide…to such extent as is focused strongly on promoting the mental disorder within the meaning he considers necessary to meet wellbeing of individuals, achieved of the Mental Health Act 1983 all reasonable requirements… through integration of services (c. 20) and any injury or disability such other services or facilities for and prioritisation of preventing requiring medical or dental treatment the prevention of illness, the care and reducing need in order to or nursing” (NHS Act, 2006: 275). of persons suffering from illness prevent, reduce and delay any loss A “disabled person” refers to “a and the after-care of persons of independence. This resonates person who has a physical or mental who have suffered from illness with recognition by the NHS that impairment which has a substantial as he considers are appropriate wheelchairs aren’t just a piece of and long-term adverse effect on his as part of the health service” equipment (NHSIQ, 2014: 37). ability to carry out normal day-to- (NHS Act, 2006: 2). This language day activities or who has such other In this section of the report we lends itself to the experiences of disability as may be prescribed” discuss policy considerations individuals who require short-term (NHS Act, 2006: 256). This definition relating to wheelchair provision wheelchairs, but does not explicitly seems to incorporate a person with within England.8 We examine include them. In particular, they a long-term condition – such as the provision of short-term may be recovering from an illness Parkinson’s, asthma, diabetes or wheelchair loans within relevant or ailment for which short-term multiple sclerosis – but, elsewhere policy and legislation, focusing use of a wheelchair is an essential within NHS literature, having a long- on the ambiguity of statutory part of their after-care, as well term condition is considered to be responsibilities to provide short- as preventing further injury or quite distinct from being a disabled term wheelchair loans. And we deterioration of health. person. Indeed, having a long-term consider key policy drivers within While Section 3 of the NHS Act condition is identified as being a the health and social care systems, 2006 empowered the Secretary of potential cause of disability, rather exploring the opportunities these State to act through the NHS, the than the two being synonymous or present for change. Health and Social Care Act 2012 the former incorporated within the Policy landscape amended this, placing the duty to latter (NHS, undated). The National Health Service Act meet all reasonable requirements The NHS’s lack of clarity as to the 2006 refers to wheelchairs in upon clinical commissioning interpretation of “frailty” poses further Section 5 (schedule 1), stipulating groups (CCGs). CCGs, while ambiguity with regard to whom the that the Secretary of State overseen by NHS England (“the CCGs’ duties extend. Professor John “may provide vehicles (including NHS Commissioning Board” Young, NHS England’s Director for wheelchairs) for persons appearing within legislation), have significant Integration and Frail Elderly Care, to him to be persons who have a devolved powers. In particular, the argues: “we must recognise frailty physical impairment which has a amendments made by Section 13 as a long-term condition”, reasoning substantial and long-term adverse of the 2012 Act to Section 3 of the that: “frailty behaves just like a long- effect on their ability to carry 2006 Act provide that: term condition. It is progressive, it out normal day-to-day activities” 1. “A clinical commissioning group impacts adversely on life experience (179; italics added). This explicitly must arrange for the provision of and – if unmanaged – it can cause excludes short-term wheelchair the following to such extent as the sufferer to become very sick, very provision. it considers necessary to meet quickly” (Young, 2014). However, this the reasonable requirements interpretation does not seem to have 8 Information about the policy context within of the persons for whom it has been adopted formally within the Scotland is available within the British Red Cross report Making a move: increasing responsibility: NHS. choice and independence for people with short-term mobility needs, which is available … As in the 2006 Act, the duty to online: http://www.redcross.org.uk/~/media/ BritishRedCross/Documents/About%20us/ provide a wheelchair for short-term (e) such other services or Scotland%20mobility%20aids%20report.pdf use is ambiguous in the 2012 Act. Information about the policy context within facilities for the prevention of CCGs need only meet “reasonable Wales is available within the National Assembly illness, the care of persons for Wales Health and Social Care Committee requirements” in providing services; report Wheelchair services in Wales: follow-up suffering from illness and the the terms of which are not defined inquiry, which is available online: http://www. after-care of persons who assembly.wales/Laid%20Documents/CR- and are therefore susceptible to LD9028%20-%20Health%20and%20Social%20 have suffered from illness inconsistent interpretation, or, as is Care%20Committee%20Report%20on%20 as the group considers are Wheelchair%20Services%20in%20Wales%20 presently the case, are interpreted Follow-up%20Inquiry%20-13082012-237712/ appropriate as part of the by the NHS to preclude short-term cr-ld9028-English.pdf health service, wheelchair provision. 4
Most recently, throughout the Care that is written into primary legislation “the Act…signifies a shift Bill debate in 2013, wheelchairs were – resonates with the NHS’s from existing duties on discussed on only four occasions, recognition that a wheelchair is “not each time within the House of simply a piece of medical equipment, local authorities to provide Lords, and on only one of these four but often essential to all aspects of a particular services, to the occasions were wheelchair services person’s life” (NHSIQ, 2014: 37): concept of ‘meeting needs’ referenced and identified as requiring 2. “Wellbeing [refers to:] (set out in sections 8 and improvement (HL Deb, 2013-14: 745 18–20 of the Act). This is col. 818). The Care Act 2014 itself does (a) personal dignity (including the core legal entitlement not discuss wheelchairs; however the treatment of the individual statutory guidance recognises the with respect); for adults to care and provision of short-term wheelchair support, establishing one (b) physical and mental health loans as an example of a secondary clear and consistent set and emotional wellbeing; preventative service (Department of duties and power for all of Health, DH, 2014a: 9). This (c) protection from abuse and people who need care and acknowledges the preventative value neglect; support.” of short-term wheelchair loans, but (d) control by the individual over does not create a duty to provide them day-to-day life (including or an entitlement to receive them. over care and support, or According to a legal analysis Currently, the two most significant support, provided to the commissioned by the Red Cross sources of health and social care individual and the way in (Knight, 2014),9 the responsibility policy are the Care Act 2014 and its which it is provided); of local authorities to provide supporting guidance, and the NHS (e) participation in work, wheelchairs also lacks clarity. Where Five Year Forward View (5YFV; NHS, education, training or an individual is “substantially and 2014). The former represents the recreation; permanently disabled”, under the largest and most comprehensive National Assistance Act 1948 (section transformation of adult social care (f) social and economic 29(1)), a local authority is obliged since 1948; the latter presents a wellbeing; to provide welfare services in order compelling vision of NHS reform. (g) domestic, family and to meet the individual’s needs, The Care Act and the 5YFV share a personal relationships; including through the provision of number of priorities that make this an “practical assistance for that person opportune time for local authorities, (h) the individual’s contribution to in his home” or “the provision of the NHS and the voluntary sector society” (Care Act, 2014: 1). any additional facilities designed to to work together to ‘put the wheels The 5YFV identifies promoting secure his greater safety, comfort or in motion’ and deliver this report’s wellbeing and preventing ill health convenience”, as found in sections recommendations (see Section 4). as the main goals of the NHS 2(1)(a) and (e) of the Chronically Sick These shared priorities of wellbeing, and Disabled Persons Act 1970. integration and prevention are However, because most people who explored below. need short-term wheelchair loan “The concept of ‘meeting Wellbeing will not conform to these stringent The Care Act 2014 reframes the social needs’ recognises that criteria, local authorities, according everyone’s needs are care responsibilities and activities of to the 1970 Act, will not be obliged to different and personal to local authorities within the concept of provide one. promoting individual wellbeing (Care them. Local authorities While there are many powers Act, 2014: 1). The statutory guidance must consider how to that might be said to enable a is clear that “the core purpose of meet each person’s local authority to make short-term adult care and support is to help wheelchair loan available (Section 29 people to achieve the outcomes that specific needs rather of the 1948 Act and Section 45 of matter to them in their life…local than simply considering the Health Service and Public Health authorities must promote wellbeing what service they will fit Act, 1968, in relation to older people; when carrying out any of their care into. The concept…also and Section 3 of the Carers (Equal and support functions in respect of recognises that modern Opportunities) Act 200410) there is no a person (DH, 2014a: 1; bold and care and support can be statutory duty requiring them to do so underline in the original). (Knight, 2014). provided in any number Despite short-term wheelchair loans of ways, with new models 9 Prior to the Care Act coming into force on 1st being omitted from the legislation, emerging all the time….” April 2015. the Care Act’s new framework of 10 This duty might require a local authority to promoting individual wellbeing – (DH 2014a: 2). request a wheelchair is provided to a disabled person to ease the burden on a carer. including the definition of ‘wellbeing’ 5
(NHS, 2014: 2). It recognises that The 5YFV proposes a set of The intention to integrate services local authorities are increasingly priorities to enhance prevention. is not just a policy objective shared working together to drive health and One such priority focuses on by the Care Act and 5YFV; it is wellbeing, and that the NHS can play “local democratic leadership on being put into practice around the its part in this through local Health public health” (NHS, 2014: 10). country. Greater Manchester is one and Wellbeing Boards (HWBs).11 Specifically, by participating in local such example (or ‘vanguard site’ to HWBs, the NHS will play a part in use the NHS term) where the triple initiatives contingent on integrated integration ambition could become “as we think about the services and the realisation of a reality through a radical new local-level priorities that necessarily model of a single integrated health changing needs and incorporate considerations around and social care budget. Ten local preferences of the people wellbeing. This integrative approach authorities, the 12 CCGs for Greater we are here to serve, we is reflected in the Care Act 2014, Manchester and NHS England need to have integration which states that a local authority are working together to “devolve between primary and “must co-operate with each of its responsibility for the health and specialist services, we need relevant partners, and each relevant social care budget to a new Greater partner must co-operate with the Manchester partnership” (LGA, to have integration between authority, in exercise of…their 2015). This partnership will oversee physical and mental health respective function relating to adults a £6 million budget from April 2016, services, and we need with needs for care and support” which will be used to improve to have more integration (Care Act, 2014: 6). services, and health and wellbeing between health and social outcomes. Integration care services; that is the The Care Act’s ‘new models’ Prevention triple integration agenda include approaches towards The Care Act 2014 places a new that we are pursuing” (The greater integration of services. As duty of prevention onto local King’s Fund, 2015). the guidance explains, “the vision authorities: is for integrated care and support 1. “A local authority must provide [to be] person-centred, tailored to or arrange for the provision of the needs and preferences of those HWBs were established through services, facilities or resources, needing care and support, carers the Health and Social Care Act, or take steps, which it considers and families” (DH, 2014a: 281). 2012. They are intended to act as a will – Integration encompasses health forum where leaders from the health and health-related services, as (a) contribute towards and care sector work together to well as achieving parity of esteem preventing or delaying the improve the health and wellbeing of for mental and physical health, development by adults in its their local population and to reduce and integrating the corresponding area of needs for care and health inequalities. services in order to treat, care support; According to the 2012 Act, a HWB for and support the ‘whole (b) contribute towards must “for the purpose of advancing person’. Integration is recognised preventing or delaying the the health and wellbeing of the within the statutory guidance to development by carers in its people in its area, encourage… be dependent upon enhanced area of needs for support; the provision of any health or social cooperation between local care services…in an integrated authorities and partners, including (c) reduce the needs for care manner” (201). Through HWBs, local the NHS and CCGs. and support of adults in its authorities and CCGs undertake area; Joint Strategic Needs Assessments Simon Stevens, Chief Executive (d) reduce the needs for support (JSNAs)12 and develop a Joint of NHS England, has extolled of carers in its area.” Health and Wellbeing Strategy to the “triple integration agenda” of best address these needs. This the 5YFV: “as we think about the The Red Cross advocated strongly includes making recommendations changing needs and preferences of for prevention to be not only included for joint commissioning and the people we are here to serve, we in the Care Act, but also defined. We integration of services across health need to have integration between were successful, with three equally and care. primary and specialist services, important forms of prevention being we need to have integration written into the statutory guidance. between physical and mental health 11 Providing a framework for reciprocity, Sections The 5YFV does not share the Care services, and we need to have 14Z11 and 14Z13 of the Health and Social Care Act’s recognition that prevention is Act 2012 indicate how HWBs participate in the more integration between health development of CCGs’ annual plans. a continuum: across the life course; and social care services; that is the 12 JSNA is a process that assesses and maps across the pathology of a long- the needs and demand for health and care triple integration agenda that we are and support. This information should feed into term condition; and across physical pursuing” (The King’s Fund, 2015). the board’s development of joint Health and health, mental health and emotional Wellbeing Strategies. 6
The Care Act definition of ‘triple wellbeing. The 5YFV makes little, if incorporated the continuum of prevention’: any, reference to tertiary prevention primary, secondary and tertiary and only limited reference to prevention, but all bar one of the PREVENT: primary secondary; much of its emphasis is studied Strategies mentioned prevention/promoting on primary prevention with the initial prevention (Field, 2014). wellbeing focus of delivered action being the Primary prevention is aimed at introduction of a nationwide diabetes Opportunities for people who have no particular prevention programme. It does, change health or care and support however, state the commitment that Local authorities and the NHS share needs. The intention is to help a the NHS is “getting serious about the priorities of meeting needs person avoid developing needs prevention” (NHS, 2014: 9). within the context of promoting for care and support, or help a individual wellbeing, integrating carer avoid developing support Despite little, if any, incorporation of services, and preventing, reducing needs. It includes universal tertiary prevention within the 5YFV, and delaying need in order to policies like health promotion, according to its Mandate, one of minimise the loss of independence. first aid learning and universal the responsibilities of the NHS is to The case studies in the next section services like community activities help people recover from episodes of this report demonstrate that that prevent social isolation. of ill-health. The Mandate goes on short-term wheelchair loans can to explain that recovery is achieved REDUCE: secondary promote individual wellbeing, with “through effective treatment but also prevention/early intervention some of those interviewed stating through on-going help in recovering that the loan was essential to their Secondary prevention is more quickly and regaining independence” wellbeing. The preventative value targeted. Interventions are aimed (DH, 2014b: 15). The combination of short-term wheelchair loans is at people who have an increased of the 5YFV’s recognition of primary also demonstrated within the report risk of developing health or and secondary preventative findings; not only with regard to care and support needs, or at approaches, plus the Mandate’s individuals and their families, but carers with an increased risk of recognition of tertiary preventative also with regard to associated cost developing support needs. The approaches, demonstrates that the savings. goal is to help slow down or NHS commitment to “get serious reduce any further deterioration, on prevention” is in parallel with the The current landscape is one of to prevent further needs from 2014 Care Act’s new duty on local health and social care planning, as developing, and to prevent a authorities to do the same. well as commissioning intentions crisis occurring. Secondary being integrated through HWBs. HWBs – in which local authorities prevention includes short-term New integrated models of care, and the NHS come together locally provision of wheelchairs, underpinned by single, integrated – recognise prevention as a key handyman services, “social budgets, are emerging through driver for planning, commissioning prescribing” services and initiatives such as the Greater and provision of services. Research telecare. Manchester devolution. The conducted by the Red Cross in integration ambition is increasingly DELAY: tertiary prevention 2014 showed that, among 138 being realised, and this landscape HWBs studied, the majority of Tertiary prevention is aimed at affords us a new opportunity to their Joint Health and Wellbeing minimising the effect of disability ensure that everyone who needs Strategies put an emphasis on or deterioration for people with short-term use of a wheelchair can prevention. There was variation as established or complex health get one. to the extent to which the Strategies conditions. The goal is to support people to regain confidence and skills, and to manage or reduce need, where possible. For people who have already reached the point of crisis, the goal is also to prevent this recurring. Tertiary prevention includes reablement, rehabilitation and bed-based intermediate care. (DH, 2014a: 7–12, bold added) 7
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2 Methods Research aims and Identification and methods selection of case study The aims of the research were participants to gain insight into how service Potential case study participants users perceive the impact of their were recruited via a two-stage short-term wheelchair loan on process: a) identification of themselves, their families, friends geographic area (study site), and b) or carers and, based on this data, selection of potential participants to calculate the economic impact within that area. of the Red Cross short-term wheelchair loan service in terms of Five areas across England were the logical cost savings to health selected as case study sites. or social care services in those This fulfilled the need to have cases. representation from rural and urban areas. These areas had higher levels The research aims were of wheelchair loan to provide a wide achieved through a mixed sample base. method design, which used case studies to provide information Key staff at the selected sites were for the economic evaluation, contacted and worked with to help and interviews with health care identify potential participants who professionals to validate the had some key characteristics: assumptions made during the >> they had loaned a wheelchair economic evaluation. within the last 12 months and for less than six months in total (short-term) 9
>> they represented a range of of existing services (e.g. visits >> reduced or prevented the need needs, including medical, social to hospital), the impact of these for residential care. and those not easily fitting a changes (e.g. not needing a taxi) and clearly distinct medical or social any changes in non-service-specific The economic evaluation did not need activities (e.g. reduced isolation). use a societal perspective – not all savings to service users and their >> some were waiting for long-term Health care families are included (such as taxis) provision – however, where consequences on professional interviews income were present, these were >> they comprised a range of ages Interviews with a number of health noted and presented distinctly. and ethnicities. care professionals (HCPs) validated Once a long list was identified, the assumptions underlying the The identified outcomes were costed screening interviews were conducted economic evaluation. Since the using the standard tariffs devised with the potential participants to primary aim was to avoid asking by the Personal Social Services discuss their situation further, verify the HCP to comment directly on a Research Unit (PSSRU, 2014) the fulfilment of criteria and ascertain patient known to them, vignettes and NHS National Tariff prices for whether they would consent to were created based on anonymous 2014/15 (Monitor and NHS England, the research. (See Appendix A for situations, as identified in the case 2013), which are accepted widely details on the numbers selected studies. These were presented to across the health care professions. and Appendix B for the screening the HCPs and they were asked to Further definitions for the analysis interview schedule). comment on the relative impact of can be found in Appendix E. the wheelchair in those scenarios. Following identification of the Health care professional interviewees (See Appendix D for the interview outcomes, we adopted a simple were sought from a range of schedule). decision analytic model, using the professions (including medical, nursing, occupational therapy Of the six HCPs identified across service user’s own perspective to and social work). This range was key regions where the service user examine the alternative journey of the mapped against the outcomes of the case studies were based, three service user if the wheelchair had service user interviews. were interviewed (two occupational not been available and the reported therapists and one nurse). outcomes had not been achieved. Case studies Costs were modelled for the Nine case studies were conducted,13 Analysis timescale of the wheelchair loan and which comprised semi-structured The economic evaluation focused projected only when the service user interviews with individuals who on self-reported outcomes from the indicated a consequence due to not had loaned a wheelchair from the service user and/or their carer/family having a wheelchair (e.g. needing Red Cross on a short-term basis. member. In addition to the case longer to recover). (See Appendix C for the interview studies, interviews with health care schedule). providers validated the logic of the calculations and assumptions made Four of the interviews included in the analysis. questioning an accompanying family member alongside the wheelchair Analysis was based primarily on the user, three interviews involved only identification of outcomes specific the user, and for one interview only to health and social care savings. the carer was present.14 These specific outcomes were: The interviews sought to understand >> reduced or prevented the perspectives of the wheelchair unnecessary GP attendance users, family members and carers regarding the short-term wheelchair >> reduced or prevented attendance loan service, including the effect at A&E of the service on the users’ health, >> reduced or prevented admission lifestyle and the type of care they from A&E needed; and what they think would have happened if the service had not >> reduced or prevented ambulance been available. use The participants’ responses were >> reduced or prevented hospital then analysed to identify reported attendance, admission or outcomes, such as changes (or re-admission projected changes) in the use >> reduced or prevented the need 13 Eight face-to-face and one via telephone. for on-going care and support 14 In one case the user had recently died. 10
3 Case studies This section presents the case study Although one case study was data. It illustrates various reasons for conducted without the wheelchair needing short-term wheelchair loan user, demographic data was and the impact of this service on both collected for all wheelchair users. the wheelchair user and their family They comprised seven females and carers. and two males. The age range of participants was six to 93 years The case studies are presented old, with an even distribution of age individually and include statements groups.15 from HCPs, where relevant, to support the position and perception Seven of the nine wheelchair of the wheelchair user. They also users reported themselves as include an economic evaluation White British; one as White or for each case study, documenting Black Caribbean; and one as savings across health and social care, Pakistani ethnicity. Three of the nine and personal savings, where relevant. service users in the case studies were registered disabled. Their The section concludes with a occupational status also varied summary of key findings, which and included retired, in education, highlights common themes across employed and unemployed. the case studies and HCP interviews. Nine case studies and three HCP interviews were conducted for this 15 16–24 n=2; 25–34 n=1; 35–44 n=1; 45–54 n=2; research. 65–70 n=1; the oldest two respondents were aged 89 and 93. 11
If Ron and his family Ronald, had not been able to use the Red Cross wheelchair, he would have South Yorkshire missed out on the final NVA 70th Anniversary commemorations in France and Armistice commemorations in London. Being able to participate boosted Ron’s emotional state Ronald (Ron) is a 93-year-old of walking involved in the 70th and reduced his level of World War Two veteran. He lives in Anniversary Normandy celebrations, isolation during recovery. sheltered housing and receives daily but it was unthinkable that he would support visits from his daughter, not attend as the NVA was being When he was hospitalised Pam, and son, David, as he is very disbanded at the end of 2014. This before the November frail. In the early 1980s he became was the last opportunity for Ron to commemorations in active in the Normandy Veterans visit the beaches and cemeteries London, knowing that Association (NVA), organising and of Normandy and to remember his he might be able to attending several trips to Normandy, fallen comrades. After the summer attend with the aid of the including the 40th, 50th and 60th events, Ron became ill and had commemorations of the Normandy to stay in hospital for two weeks. wheelchair motivated his Landings. He rallied with the thought that he improved rate of recovery could use a wheelchair to attend the during and after hospital In 2014, the family realised that Ron would need a wheelchair since he November remembrance events in rehabilitation. London. would struggle with the amount 12
Impact of our wheelchair loan Economic resource savings Pam found out about the Red Cross condition would have relapsed or £1,404 short-term wheelchair loan service worsened, requiring re-admittance through internet research, which to hospital. The wheelchair also gave Reduced rehabilitation time in was a great relief to her. Having the them peace of mind in case of such hospital by half a week through chair meant the family could take an emergency. boosting Ron’s recovery = Ron to Normandy in June 2014. Pam felt that the trip to London They borrowed the wheelchair for a week, during which he attended in November played an important £486 resource savings part in her father’s recovery after a for NHS hospital-based the main remembrance ceremony rehabilitation care service period of being really low. She felt and visited several cemeteries and (based on £973 average weekly cost of strongly that he would have needed beaches to pay his respects to those bed in hospital-based rehabilitation care; a longer stay in rehabilitation without PSSRU, 2014) who had sacrificed their lives. Ron it. “It made a massive amount said: “It was the answer, because of difference to his recovery – it it was heavyweight and it could go boosted him up and meant so much Improved recovery helped to anywhere, we weren’t restricted...I to him to be there, especially when avoid likely early relapse and couldn’t have done it without the the Normandy Veterans were asked re-admission to hospital for chair – it was an opportunity not to that Sunday morning to lead off the further tests and observations be missed.” parade. It was quite an emotional for a minimum five days16 = The family asked to borrow a Red time for them all, but uplifting as Cross wheelchair again in November well. …It made a real difference to £685 resource savings for 2014, so Ron could attend the his recovery, considering how poorly NHS hospital day care/palliative Festival of Remembrance at the he had been; he was in his element service Albert Hall and the remembrance – waving to the crowds as they (based on £137 cost per bed day, which is a combined national average of inpatient ceremony and parade to mark 70 were clapping and cheering for the hospital specialist palliative care for adults years since the Armistice. Just veterans.” £117 and inpatient day care for elderly before this, Ron was hospitalised for patients £157; PSSRU, 2014) As a veteran of those historic two weeks as he had become very wartime events, it has been run down and he was unable to eat properly. A big motivating factor that important for Ron to remember his comrades and to promote the £233 resource savings for helped him to rally and recover was NHS ambulance service significance of these events to future (ambulance service: see, treat and convey, the plan to attend the November generations. Ron and his family cost per incident; PSSRU, 2014) Festival of Remembrance, if he could found the Red Cross wheelchair be sufficiently mobile and the family service to be “an invaluable could help him get around. service… In terms of our experience Without the chair, Ron and his it would have been impossible to do family would not have been able to those once-in-a-lifetime things… I attend these events. Pam said that don’t think people realise how much if they had been unable to go, her it means.” dad “would have been extremely disappointed to say the least … For us it would have been heart-breaking not to have been able to take him… we couldn’t have considered it without the wheelchair and it would have been very upsetting and distressing knowing that.” When Ron returned from the 16 Based on Ron’s recent four-week Armistice weekend, he went into admission, this is felt to be a reasonable rehabilitation for four weeks before attributable minimum number of days, when in reality the period as inpatient is being discharged home. The family likely to be much longer (other factors will kept the wheelchair so Ron could have contributed). Note this value aims to reflect the avoided costs falling within attend family outings. They feared a quarter of a year – i.e. no re-admission that, without the wheelchair, Ron’s within the period to March 2015, to better align with the service user’s condition. 13
Sameena is a mother and home- maker. She has three children, including a baby girl who she is still nursing. She is registered disabled due to muscular dystrophy, a Sameena, progressive condition that gradually causes the muscles to weaken. In January 2015, Sameena fell at Nottinghamshire* home and broke her ankle. She was in a plaster cast for five weeks and unable to bear weight on her ankle for several more weeks after the cast was removed. The hospital only allowed Sameena home because her mother was able to look after her and the baby for two weeks after discharge, and because she has her own transit wheelchair. This type of wheelchair requires someone to push the occupant, as it is not self-propelling. Social care was provided, with two short visits a day from carers to help with personal care and meals. After two weeks, however, Sameena’s mother had to return home to care for her frail and ill father; they live over 100 miles away. This meant Sameena’s husband had to go to half-time working for a week, and Sameena and her husband feel this did not go down well with his employer. Sameena’s mother was able to help out for only the first two weeks of Sameena’s recovery. After this, Sameena’s husband worked half-time for one week. Sameena had carers during this time and also for the following three weeks. During the latter three weeks she had to be on her own at home more with her baby, and she would have required a much higher level of support from her carers had she not been able to borrow the Red Cross wheelchair. * Not her real name. 14
Impact of our wheelchair loan Economic resource savings When her mother left and her As one occupational therapist notes: £963 husband returned to full-time work, “it’s essential for day-to-day life Additional personal finance Sameena borrowed a self-propelled (during rehabilitation), getting out of savings wheelchair from the Red Cross. This the house, even just getting to the £341 enabled her to move around her bathroom…potentially the wheelchair home and to look after her daughter is the key part of your rehabilitation with the continued support of two process and it’s crucial that you need short visits a day from her carers. She that equipment.” would otherwise have needed a more Avoiding at least one ambulance Sameena and her whole family have call out for a scheduled hospital substantial level of support. benefitted from a very real sense of appointment = “At least I can move from one side of being able to maintain mobility and the room to the other and if she [baby] quality of life through the Red Cross £233 resource savings for has dropped a toy I can pick it up…. It short-term wheelchair loan. She NHS ambulance service per has given me more independence in would have missed out on some incidence (based on £233 per incidence of ambulance the house,” she said. key parts of her children’s lives, had call out: see, treat and convey cost per she not been able to go and show incident; PSSRU, 2014) Without the Red Cross wheelchair, her support at her 11-year old son’s Sameena and her daughter would school ‘graduation’ ceremony. This, have needed almost constant in her words, “would have been Avoiding 2 x home calls from support from care services, as there very devastating. It was a very nice the GP for her sick daughter = would have been concerns for her moment and it would have been quite and her baby’s wellbeing in this situation. Sameena could not have upsetting if I hadn’t been there.” Approximately £110 resource savings for local GP or got herself off her bed, fully attended Sameena summed up the difference clinic to her baby daughter, moved to the that the chair has made for her as (based on GP cost per hour = £146, and bathroom or helped with meals. follows: “It has made a big difference assuming 11.4 minute average visit time plus She would have required a further to my overall view of that period (her 12 minute average travel time = GP cost £55 per visit or a health visitor = £51 per visit; increase in her care package and/or recovery) and the emotional feelings. PSSRU, 2014) her husband would have had to take I knew that once I had it, if I had to go even more time off work, which would somewhere, I wouldn’t have to rely have put his employment at risk. on others all the time…I had some Faster recovery by one week, independence back. I do try and get plus avoiding three weeks of Because Sameena was able to push home care at a “substantial” out regularly even if I am not feeling herself short distances with the Red level of support = 100 per cent – for me to not get out Cross wheelchair, her husband was able to accompany her to follow-up hospital appointments and doctors’ for weeks would be quite dreadful really.” Total £620 resource savings for social care services appointments for the children, while (based on the difference between £280 per pushing the baby in her buggy. week home care cost “substantial” level, and £125 per week “moderate” level; PSSRU, Sameena feels that the chair helped 2014) her to recover more quickly than she would have done otherwise. Six weeks after the accident, she no Additional three weeks half- longer needed the carers, but she time off work for her husband = thinks she would have needed their support for at least an additional £341 immediate loss of week if she had to manage without family income (at minimum wage £6.50 per hour and the Red Cross chair. assuming 35-hour week. However the real cost could have been higher if Sameena’s husband had lost his job, which was a likely outcome) 15
Ashleigh is 27 years old and in her third year of nursing training, which involves working at her local hospital. It is a highly demanding and intensive course. Ashleigh had an accident in January 2015 while walking her dog, when she broke her ankle badly. After a week in a cast, Ashleigh’s ankle was operated on. She was then unable to bear weight for two weeks, and had a total of six weeks in plaster. The hospital provided crutches but nobody mentioned a wheelchair loan to support her mobility during recovery. So it was unclear how Ashleigh and her partner were going to cope in terms of keeping her mobile and attending her studies, especially in a rural area where there are long distances to travel. Fortunately, around the time of her operation, Ashleigh found out from a neighbour about the Red Cross wheelchair loan and her partner visited the local Red Cross distribution centre to obtain one. Without the wheelchair, it is clear that there would have been higher economic costs to hospital services as a result of Ashleigh having to stay a night and day longer in hospital before discharge (after her operation), the likelihood of another fall and subsequent micro- fractures to her ankle, and associated ambulance call out. However, in addition to the positive social impact on her emotional and mental wellbeing that Ashleigh, the wheelchair supported, Ashleigh has been able to avoid significant personal Cornwall financial costs to her and her partner. Not having a wheelchair would have meant having to postpone and re-sit her final year of nursing qualifications. 16
Impact of our wheelchair loan Economic resource savings The wheelchair helped Ashleigh As a student nurse, Ashleigh was £831 return to university quicker. As a also aware of the consequences for Additional personal finance result of the accident, she missed her health and wellbeing if she lost savings four weeks at the start of the her independence. She feels strongly £21,750 year and three weeks of practice. that the wheelchair was essential to Ashleigh was desperate to not miss help her get out of the house and any more time because teaching feel less isolated. “If I didn’t have my regulations and accreditation wheelchair and just had crutches, requirements would force her to quit I would have done myself serious Avoided an extra night and day the third year and start again, re- damage [due to weight-bearing] in hospital = sitting exams the following academic year. This would have cost her and and ended back in A&E and caused sustained damage to my ankle. £469 resource savings to her partner a great deal, financially Also, if I didn’t have the wheelchair I NHS hospital services (based on £3,283 average cost of elective and emotionally. would have been admitted into the inpatient episode, divided by 7 days, orthopaedic ward at least for one assuming one week long episode before She said: “I would have been discharge; PSSRU, 2014) extra day rather than get discharged devastated…I’m three weeks behind to go home.” all my other classmates, but any longer than that and I wouldn’t have Ashleigh says she would not have Avoiding ambulance call out been able to qualify in September… been able to buy her own wheelchair following a fall = Without the wheelchair, I wouldn’t if there was no loan service, but even have gone back to university until if the recovery time with crutches £233 resource savings for I was fully weight-bearing. I would was about the same, having the NHS ambulance service (based on £233 per incidence of ambulance have been confined to my house wheelchair improved [her] quality call out, see, treat and convey; PSSRU, 2014) for seven weeks if not longer and of life tenfold and helped to avoid would have had to defer my course complications. [This service] is for a year – it would have cost me an invaluable part of recovery. Avoiding attending A&E as an financially to re-sit some of the Without that added support, my outpatient following a fall = modules, about £1000–£2,000. We recovery wouldn’t have been as have to maintain 45 weeks on the straightforward. It’s quite easy to slip £129 resource savings course... Without the wheelchair I back into that negative state of mind for Accident and Emergency would have set myself back a year.” when even going to the toilet is a department struggle. [Having the wheelchair] has (based on NHS National Tariff of £129 per In addition, without the wheelchair, A&E incidence with category 2 investigation definitely benefitted my mental health and category 3 treatment, i.e. plaster Ashleigh’s partner would have which is very much understated in removal or application, bone fracture, etc.) had to take more time off work to physical recovery.” care for her during recovery. Not being able to go out to work for Finally, Ashleigh commented Personal cost17 = six weeks meant they “would have that patients of her colleagues, been crippled financially and with just crutches I would have become especially occupational therapists and physiotherapists, would benefit £19,500 loss of one year of income really depressed… personally, I greatly from this service, especially (income net of tax and national insurance, as didn’t realise how much I liked my if the wheelchair loan could be a qualified hospital nurse, based on £25,744 average wage for hospital-based nursing independence until it [the accident] involved earlier in patient recovery staff, day ward or 24-hour; PSSRU, 2014) happened.” options. Personal cost18 = £1,500 exam fee Partner personal cost19 = 17 Cost of missing one year’s salary, having to postpone third year of course and thereby delaying graduation and employment as a unclear if learning support allowance would be available in all such cases, as the learning institution’s policy is that this would only relate to £750 net salary nurse. a student’s accident/injury if it coincided with an approximately 18 Cost of nursing exams re-sit, if she had been assessment deadline or an examination/test). (based on £17,344 average annual salary in forced to defer and re-sit the whole year (unless 19 Avoided loss of income (or paid holidays) net Cornwall divided by 52 weeks and pro-rated; learning support allowance is available for this of tax and national insurance, if partner had Office for National Statistics, Annual Survey circumstance, however this is at the discretion to spend half of the working week caring for of Hours and Earnings, 2014) of the learning institution. In addition, it is Ashleigh for the six-week period. 17
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