16661 Former Toolkit Section 4 - Clinical Protocol 2014

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Consultation Version
(Comments /Amendments to chris.burton@n-somerset.gov.uk)
Consultation
Version
NHS Health Check
North Somerset Toolkit
for
Community Pharmacies
Sections 4– NHS Health Check
Clinical Protocol
March 2014
This guidance on delivery of NHS Health Checks has been produced for
providers commissioned by Public Health at North Somerset Council, to
support them in delivering checks. It reflects best practice and North Somerset
policies and procedures as of the time of writing. We expect to amend and
update this pack as practice informs process.
A production of this nature comes from the hard work of many people. We
wish to offer our sincere thanks to everyone who has contributed to this
toolkit. In particular we would like to thank the following:
Jan Bond
Chris Burton
Karin Dixon
Caroline Laing
Liz Lansley
Rebecca Stathers
Fiona Miles
Thanks to Jackie Davidson at NHS Greenwich for sharing the NHS Greenwich
Toolkit which acted as an inspiration to our own.
To submit comments or amendments to this version or receive an electronic
copy of this please contact:
Chris.Burton@n-somerset.gov.uk
Tel. 01275 885525
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Section 4: NHS Health Check Clinical Protocol
4.1
NHS Health Check Process Guidelines
4.2
Stage 1: The Risk Assessment
4.3
Stage 2: Communicating CVD Risk
4.4
Stage 3: Risk Management and Interventions
4.5
Stage 4: Follow up and Audit
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Section 4 NHS Health Check Clinical Protocol
4.1: Public Health North Somerset Health Checks Process Guidelines
1. Explain clearly to individuals
a. What you will be doing during the Health Check
b. That the information will be stored in the patient’s medical records
2. Obtain individual’s informed verbal consent.
3. Using the tools and methodologies as described in the toolkit measure and record on
the patient’s health check template:
a. Blood pressure (repeat this two more times during the consultation if high and use
the final reading)
b. Height
c. Weight
d. Cholesterol/HDL ratio
e. Pulse (optional)
f. HbA1C (optional)
4. Use the QRisk2 and in consultation with the individual find out and fill in on the template:
a. Age
b. Postcode
c. Ethnicity
d. Family history of CVD
e. Smoking
f. Other conditions they may have
5. Calculate, print off if possible, and explain the individual’s CVD risk score.
6. From the lifestyle questionnaires filled in by the individual prior to the appointment, or
online in PharmOutcomes, determine and discuss their activity levels, diet and alcohol
consumption.
7. For people over 65 years of age use the NHS Health Check Dementia Information Leaflet
to explain the common risk factors for vascular disease and some forms of dementia.
Explain that making changes can reduce the risks of dementia in the future. If the patient
has concerns about their memory encourage them to discuss this with a GP.
8. Use the Results leaflet and motivational interviewing techniques to discuss any
lifestyle change which may be appropriate/desired by the patient and refer the patient to
lifestyle services where appropriate.
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9. Make appointments for further tests (or flag up on PharmOutcomes) which may be
needed as a result of the risk assessment – ie for CKD, diabetes, high blood pressure, high
cholesterol or CVD risk >20% (see referral guidelines in the toolkit).
10. Ensure the patient record is updated accordingly using the health checks template.
11. Ensure a follow up check is carried out to be sure any appointments and referrals made
were attended.
4.2: Stage 1: The Risk Assessment
To enable the practitioner to perform a health check, it is essential that a number of clinical
measurements are taken as well as asking the client a number of questions. The results of the
measurements and the answers to the questions will be recorded on the QRISK template
(template is available via most clinical systems or is available on line at
http://qrisk.org/ a screen shot of the web page is included in section 7). It is also important that
this information also updates the practice template and patient records. (If not this will have to be
done manually)
See section 4.4 for details of criteria for referral
Required questions and
Required actions and referrals
measurements
Name
NHS Number
Mobile Phone
Number
D.O.B/Age
The age of the person should be
between 40 and 74 years (inclusive)
Gender
The individual’s reported gender should
be recorded as male or female
Ethnicity
Self-assigned ethnicity. Ethnicity should
be recorded using the Office for
National Statistics categories
A : White (British, Irish or any other
White background- describe), B : Mixed
(White and Black Caribbean, White and
Black African, White and Asian or any
other mixed background- describe), C :
Asian or Asian British Indian,
Pakistani, Bangladeshi or any other
Asian background- describe), D : Black
or Black British (Caribbean, African, or
any other Black background - describe),
E : Chinese or other ethnic group
(Chinese or any other –describe) Use
Not stated if individual will not say
Postcode
Smoking
Smoking Establish whether individual
Carry out lifestyle brief
status
smokes/length of time since last
interventions and refer as laid out
smoked and current number of
in section 5.6
5
Required questions and
measurements
cigarettes smoked
Required actions and referrals
Clinical
history
Includes:
 If diabetic
 If on blood pressure treatment
 If atrial fibrillation is diagnosed
 Have chronic kidney disease
(see referral column for 4 points above)
 Have rheumatoid arthritis
 Family history of coronary heart
disease in first-degree relative under
60 years. First-degree relative
means father, mother, brother or
sister
Cholesterol
(non-fasting)
Use the cardiocheck PA to measure
total cholesterol and HDL, calculated
TC/HDL Ratio
Follow instructions (section 7.7 and 7.8
and manufacturer’s instructions)
Blood
pressure
Should be checked following guidance
in section 7.3 and NICE Guidance CG
127.2
If raised do two more readings (one
should be at the end of the check) and
take the mean of the best two readings
If diabetic or on blood pressure
treatment or with Atrial
fibrillation or CKD L3 or 4:-the
patient should have been
excluded from the health check. It
will be important to ensure that
the patient declaring these
conditions are in fact on the
appropriate practice registers and
therefore receiving appropriate
treatment
Screening for atrial fibrillation:
taking the patients pulse
(especially in patients over 65) is
a useful diagnostic tool for
possible stroke. Those with
irregular pulse should be
referred for a possible ECG
Thresholds: BNSSG Statin
Guidance1 recommends: Refer to GP Practice team
individuals with total
cholesterol of >7.5mmol for
consideration for familial
hypercholesterolemia
 Those with 10 year risk >20%
will need to be considered for
lipid management by GP
practice team
 Carry out lifestyle brief
interventions and refer as laid
out in section 5
Thresholds:
BP >140/90mmHg (or SDP
>140mmHg or
DBP is > 90mmHg). Requires:
 Risk filter for diabetes (perform
HbA1c or refer for FPG (fasting
1
Guideline for the management of blood lipid levels in primary care. BNSSG Formulary 2011
www.bnssgformulary.nhs.uk/pdf.php?u=/Local-Guidelines/
2 http://guidance.nice.org.uk/CG67/QuickRefGuide/pdf/English
6
Required questions and
measurements
Both Systolic (SBP) and Diastolic Blood
Pressure (DBP) are required for the
diabetes filter, and for assessment for
chronic kidney disease and
hypertension
Height
Measurement
Weight
Measurement
Body mass
index
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plasma glucose) test)
 Referral to the GP practice
team for assessment for
hypertension.
 Referral to the GP practice
team for assessment for
chronic kidney disease
including a serum creatine
(eGFR)
 Carry out lifestyle brief
interventions and refer as laid
out in section 5
In metric, used for BMI calculation
In metric, used for BMI calculation
BMI provides one approach to
identifying those at high risk of
developing diabetes or who have
existing undiagnosed diabetes. Height
and weight measurement will be
required
Obesity
Classification
Under weight
Healthy weight
Overweight
Obesity I
Obesity II
Obesity III
Lifestyle
Factors
Required actions and referrals
BMI
Less than 18.5
18.5-24.9
25-29.9
30-34.9
35-39.9
40 or more
Assessment of physical activity
levels
Classify whether Inactive, Moderately
Inactive, Moderately Active or Active.
can be completed in waiting room using
the GPPAQ form (see Appendix 1) or
online on PharmOutcomes
Diet: In particular around fruit &
vegetable consumption and fat and salt
content of diet. This information does
not need to be recorded on template,
but can be used to tailor advice. Healthy
Eating Quiz can be completed in waiting
Thresholds for obesity:
BMI of 27.5 or over in individuals
from the Indian, Pakistani,
Bangladeshi, other Asian and
Chinese ethnicity categories
BMI of 30 or over in other
ethnicity categories.


Risk filter for diabetes
(perform HbA1c test or refer
for FPG (fasting plasma
glucose) test)
Carry out lifestyle brief
interventions and refer as laid
out in section 5
CVD Risk
Required questions and
measurements
room (see Appendix 2)
Alcohol (Audit-C): first 3 questions
used as a filter, those scoring 5 or
above should be offered a brief
intervention either at the time or invited
back to discuss (see sect 5.10)
If the individual’s risk is 20% or greater.
Required actions and referrals
The health care professional
should explain that they will be
referred to their GP for medical
treatment and offered appropriate
lifestyle support and referral as
set out in the brief interventions
and care pathways in section 6
4.3: Stage 2: Communicating CVD Risk
Everyone who undergoes a check should have the results of their NHS Health Check assessment
conveyed to them. The communication of risk and what it means for the individual is of paramount
importance to the programme meeting its objective of helping people stay well for longer. Levels of
risk need to be discussed alongside what each individual can do to manage their risk, such as
taking regular exercise, eating a healthy diet, reducing their calorie and alcohol intake as a way of
managing their weight, and stopping smoking.
Risk communication must be delivered by a trained health care professional. The health care
professional should explain to the patient that everyone who has a health check is at risk of
developing CVD; this risk may be increased by their medical history (i.e. diabetes, high blood
pressure, kidney disease etc), family history or lifestyle (i.e. smoking, diet, physical inactivity etc).
When communicating risk to a client it is important for the health care professional NOT to talk of
high and low risk so as not to convey either a false sense of alarm or a false sense of security.
The clinician should explain the risk in an easy to understand way: for example “In a group of 100
with the same risk factors as you 31 of them will have a heart attack or have a stroke in the next
10 years”.
The health care professional should use the NHS Health Check ‘Your Results’ booklet as an aid
and may also use a visual representation prop to support the verbal explanation as illustrated in
figure 2
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Figure 2
If the individual’s risk is 20% or greater the health care professional should explain that
they will be referred to their GP for medical treatment and offered appropriate lifestyle
support and referral as set out in the brief interventions and care pathways in section 5.
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4.4: Stage 3: Risk management and Interventions
If the clients’ blood pressure, BMI or cholesterol is found to be abnormal or if coincidental medical
problems are discovered (regardless of CVD risk) the health professional should explain that they
will be referred to a GP for medical treatment regardless of level of assessed risk (as described
below)
Decision Tree
Helping you prevent Heart Disease, Stroke, Diabetes and Kidney Disease
 All results from individuals having their NHS Health check from a pharmacy setting should have
their results sent back to their GP within a week of their health check regardless of their risk.
 For individuals who have a > 20 % risk this should be indicated on any outcomes form.
 The advice below is to support decision making regarding individual results regardless of overall risk
score. Please check this with advice from your GP practice.
 CVD risk score
To calculate the risk score a Qrisk 2 calculator should be used. Remember a risk calculator offers
an estimation of risk
Risk
Low to
Normal Risk
Moderate
Risk
High Risk
Result
0 - 15%
(no abnormal
results)
Advice & Action
REVIEW
Reinforce healthy lifestyle.
Encourage to continue
NHS Health Check
repeat in 5 Years
15 - 19%
(no abnormal
results)
Advise & reinforce healthy
lifestyle. Refer to relevant
Wellbeing support
NHS Health Check
5 years or sooner
depending on
clinical judgment.
> = 20%
Consider below PLUS refer
to GP practice for further
investigation &
pharmacological
interventions
Enter Care
pathways (QOF)
or further review
within GP practice
Ref: NICE Clinical Guideline 67; Lipid Modification. Cardiovascular Risk Assessment & the Modification
Individual readings – cholesterol
An ideal TC: HDL ratio is ≤ 6 (JBS2) however you do not need to refer patients for further tests if this is the
only abnormal result and their overall risk score is moderate or low risk
Cholesterol
Results
ACTION
Test
If CVD risk <20% then reinforce
Total
healthy lifestyle i.e. reducing
Cholesterol
< 7.5mmols
saturated fat in diet and increasing
(TC)
activity. Repeat NHS Health check
in 5 years
Lifestyle advice. Nationally nil
action if only high risk factor and
TC: HDL ratio
 6 ONLY risk factor
patient < 20 % risk .Discuss with
your GP practice local actions.
Regardless of CVD risk the patient
Total
should be referred to their GP for
Cholesterol
> = 7.5mmol/l
Familial Hypercholesterolaemia
(TC)
screening within 1 month
Ref: NICE Guidelines May 2008; CG67 Lipid Modification CG71 Familial Hypercholesterolemia Clinical guidance changes frequently & it is the
responsibility of the individual to keep up to date with changes in guidance
Blood Pressure
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Category of
BP
Systolic BP
(mmHg)
Diastolic BP
(mmHg)
ACTION
Hypotension
< 90
< 50
Reassure and encourage hydration
ONLY refer to GP if suffering
symptoms of low BP e.g. Dizziness
/ Fainting
Ideal for
primary
prevention
only not
secondary
prevention
< = 140
< = 90
Reinforce healthy lifestyle &
encourage to continue
Hypertension
141 - 179
91 - 109
Refer patient to GP practice for
further BP measurement / diabetes
filter as per DH guidance
Hypertension
> 180
>110
Refer patient same day to GP
practice or A&E
AUTOMATED BP MACHINE
DISPLAYING ERROR
READING
This may indicate that the BP cannot be picked up because of an
irregular heart rhythm i.e. atrial fibrillation. The BP should be
checked using an alternative machine if one is available (preferably a
manual sphygmomanometer if a staff member is trained to use it). If
an alternative machine isn't available or the 2nd machine reads
ERROR then the patient should be referred to their GP practice for a
PULSE test & MANUAL BP check
Ref: NICE Guidelines June 2006; CG34 Hypertension DoH Putting prevention First – NHS Health Check. Best Practice Guidance April 2009
If systolic BP & diastolic BP fall into different categories the higher value should always be taken for
classification
The Diabetes Filter for NHS Health Check
Those more at risk of developing type 2 diabetes are individuals with
•
•
•
•
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A family history of Type 2 diabetes
Severe mental health problems
Learning disabilities
Those taking medication that can increase the risk of developing diabetes such as steroids,
antiretroviral and some antipsychotics
•
Polycystic ovary syndrome
•
Low birth weight, that is less than 2.5kg (5.5lbs)
•
Women with a history of diabetes in pregnancy (gestational diabetes) and women who have had a
baby that weight more than 4.5kg (9lbs) at birth.
DH guidance is to use the above filter and a random glucose is not required for an NHS Health Check due
to the potential for false positives
Smoking
Status
Never
Smoked
Goal
ACTION
N/A
Reinforce healthy lifestyle
Ex-Smoker
Maintain Smoking Cessation
Advise & reinforce healthy lifestyle.
Highlight benefits / demonstration
on charts tool the difference this
make to CV risk and health
benefits & encourage continuing.
Smoker
Motivate to acces stop
smoking service - Quit
Refer to NHS smoking cessation
Ref: http://smokefree.nhs.uk
Weight and waist measurement
BMI
Result (BMI)
Ideal Weight
18 - 24.9
Overweight
25.0 - 29.9 white European
23- 27.5 Asian population
Higher risk
> = 30.0 white European
> = 27.5 (Asian)
Waist
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Reinforce healthy lifestyle &
encourage to continue
Advice regarding healthy lifestyle
& increased physical activity.
Recommend support for weight
loss
Highlight risks & refer to
Wellbeing support
Result
ACTION
>94 cm (37 inches) Male
>80 cm (31.5 inches) Female
> 90 cm (35 inches ) Male
South Asian Chinese Japanese
African
>80 cm (31.5 inches) female
Reinforce healthy lifestyle &
encourage to continue
Opportunity to use health
promotion moment and raising
awareness regarding increased
risks of diabetes. Offer advice
regarding healthy lifestyle &
increased physical activity.
Ideal Waist
Overweight
ACTION
High risk
South Asian Chinese Japanese
African
Recommend support for weight
loss
> 102 cm (40 inches) Male
> 88cm(34.5 inches) woman
> = 27.5 (Asian)
Highlight risks as above &
refer to Wellbeing/ lifestyle
support
NICE July 2013
Physical activity via GPPAQ
Status
Goal
Active
Moderately
inactive
Increase motivation for
Moderately
activity
active
Inactive
Audit-C
Status
Low audit –C
score <2
And two
alcohol free
days a week
Audit- C score
5
Audit –C
score > 5
Pulse check
Status
Steady
regular pulse
Irregular
resting pulse
taken for 30
seconds
ACTION
Reinforce healthy lifestyle
Advise & reinforce healthy lifestyle.
Highlight benefits for health –
physical activity pathway
Increase motivation for
activity
Advise & reinforce healthy lifestyle.
Highlight benefits for health –
physical activity pathway
Goal
ACTION
Reinforce healthy lifestyle
Raise awareness of safe
drinking advise
Brief intervention
Goal
To detect if undiagnosed
rhytym disorder
Advise re identification of units of
alcohol & reinforce health benefits
of alcohol free days.
Refer to GP or practice nurse
and further audit-C questions
and local alcohol pathway
ACTION
Refer to GP or practice nurse for
assessment if further tests ECG
requires
All patients should be offered lifestyle advice to reduce their cardiovascular risk. The health care
professional will discuss with the patient any lifestyle changes which they wish to make and this
should be recorded on the NHS Health Check template along with all lifestyle advice given. Any
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lifestyle advice or interventions given at the practice should be in line with best practice guidance
as outlined in each of the lifestyle intervention care pathways in Section 5. These include:





Stopping smoking: See Stop Smoking Brief Intervention and Care Pathway (sect 5.6)
Weight Management: See Weight Management Brief Intervention & Care Pathway (sect 5.7)
Physical activity: See Physical Activity Brief Intervention & Care Pathway (sect 5.8)
Dietary Management: See Healthy Eating Brief Intervention & Care Pathway (sect 5.9)
Alcohol: See Alcohol Screening, Brief Intervention & Care Pathway (sect 5.10)
As a result of the NHS Health Check, there may be a number of clinical issues identified that
require management by the GP, or other professional with suitable patient information and
prescribing rights.
Section 6 provides guidance on the management of these clinical risk factors and is based on
NICE guidance, and local best practice guidance.
Section 1.5 fig 2 summarises these actions.
4.5: Stage 4: Follow Up and Audit
Patients on established primary prevention treatment should be placed on the QOF register (eg
OB1, PP1, PP2, BP1, BP4 and BP5) and reviewed annually as a minimum. In addition patients
may be placed on appropriate disease registers (DM, CKD and CHD according to the outcome of
the health check and managed appropriately according to practice protocols.
It is vital to ensure that as a result of the health check, patients found to be at risk are followed up.
It is the responsibility of the Health Checks Champion or the administrator to check that all
referrals and appointments made as a result of the health check are attended and carried
out and that patients at risk are on the appropriate registers to ensure ongoing risk
management. 4 month follow up as laid down in the service specification.
Data Collection, Audit and Evaluation
Data should be collected in line with that identified in the NHS Health Check Local Enhanced
Service specification and should be entered onto the NHS Health Check Template. In addition to
practice based health checks there will be a number screened in community settings. When this
occurs information regarding these checks will need to be sent to the practice and data should be
entered onto the NHS Health Check Template.
The service will be subject to a full evaluation by Public Health North Somerset. In addition a
national evaluation framework is in place which monitors and reports the number of health check
invitations sent, the uptake rate and the number of people with a 20% or greater risk and other
existing conditions.
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