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Tool 13 – PART/workload assessment

Why you should use this tool

To help you as a practice or care agency to prioritise those conditions you will tackle next to provide self care support to patients. To review the frequency with which patients are consulting for specific conditions in your practice, group of practices or care agency.

When to use this tool

In a practice or care agency planning day or team meeting – working in a group.

 

What to do

Take some of the conditions listed in box 1 overleaf. These may be conditions for which patients might undertake more self care, or conditions where GPs, nurses and other care professionals are seeing patients who they believe do not need to consult them directly. Place these selected conditions in the matrix of box 2 according to whether they occur frequently and, if they do, the workload implications for the GP, (triage) nurse or other care professional. Either estimate the frequency and complexity of such consultations as a team, or collect or collate baseline data first.

  • Take only the conditions you placed in the high-demand/low-complexity sector to begin with (bottom left quadrant of box 2) and place each one in as many quadrants as you wish in box 3
  • Prevention, awaiting resolution, relief of symptoms and tolerance for a particular ondition may all be relevant self care options to guide a patient to or train around; if so, write that specific condition in each of the four sectors of box 3. You might start with the three (or more) health conditions for which there is highest demand and least complexity.
  • Take each of the conditions you placed in the matrix in box 3 and place them in a seperate copy of the table in box 4, indicating which members of the practice, pharmacy or other care agency team are best placed to provide prevention, offer resolution, provide relief of symptoms or encourage tolerance of symptoms. Add extra rows to the table to accommodate other care professionals or patients/carers if they are also part of your team.
Time:

up to an hour with ensuing discussion, as long as someone has collected baseline data on workload for the identified conditions. Additional time will be needed for subsequent action planning.

Individual

Group work

How it works

It allows a practice or care agency team to prioritise one or more conditions for which there is potential opportunity to minimise practice or care agency team workload, but ensure similar or improved patient health and wellbeing outcomes. Thinking of the four components of self care support brings a wide perspective (see box 3). This is known as the PART model (Prevention, Await resolution, Relieve symptoms, encourage Tolerance).

What to do next

Arrange a review meeting for the first conditions prioritised to report on progress, discuss barriers to action and highlight patients’ responses. If all is going well, include other conditions; if progress is slow, focus on solutions that will re-affirm the culture of supporting and promoting self care for patients.

For more information on this tool, please click on Tool 13 and the illustrated care pathways

 

Supporting self care in primary care

Box 1 Examples of conditions for which patients consult a GP, practice or care agency team that might be amenable to enhancing patients’ self care
Acne
Acute constipation
Acute diarrhoea
Allergic/acute rhinitis/hayfever
Allergy
Anxiety
Asthma
Backache
Breathlessness/wheezing
Chronic constipation
Conjunctvitis
Cough
Cystitis
Depression
Diabetes – type 1
Diabetes – type 2
Dizziness/giddiness/faintness
Dry skin
Dyspepsia/indigestion/heartburn
Dysuria
Enzema
Fever/pyrexia
Frozen shoulder/pain
Gastroenteritis
Haemorrhoids
Head lice
Hypertension
Ingrowing nail
Insomnia/sleep disturbance
Impotence
Irritable bowel syndrome
Knee disorder
Menopause
Menstruation disorder
Migraine
Mouth ulcer
Nappy rash
Nausea
Obesity
Oral thrush
Pain in neck
Palpitations
Premenstrual tension
Psoriasis
Rash
Sciatica
Sinusitis
Smoking cessation
Sore throat
Stress
Tiredness
Tonsillitis
Upper respiratory tract infection
Urinary incontinence
Vaginal discharge
Veruccae/warts
Vomiting

 

PART/workload assessment

Workload on GP/practice team (complexity and/or length of consultation)

 

 

Box 3
Conditions to prioritise for self care support
Prevention
Await resolution
   
Relieve symptoms
Tolerance
   

 

Supporting self care in primary care

Box 4. Checklist of practice team members’ roles in supporting self care for each selected condition
Condition:
       
 
Prevention
Await resolution
Relieve symptoms
Tolerance
GP
       
Nurse
       
Health care
assistant
       
Practice manager
       
Receptionist
       
Pharmacist
       
Patient group
       
Other