NHS Carer Information Strategies

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NHS Carer Information Strategies – Learning and sharing event
1
February 2010
Report summary

Aim and format of the event
The aim of the event was to allow NHS Boards and their partners to share
learning and practice resulting from the development and implementation of
the NHS Carer Information Strategies. The event consisted of presentations
from five NHS Boards – NHS Lanarkshire, NHS Borders, NHS Tayside, NHS
Lothian, NHS Highland and from The Moffat Project - on work they are
undertaking via the Carer Information Strategy, with the opportunity to
discuss and reflect on this work through small group discussions.
All the presentations given at the event can be found
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05

at
Welcome and introduction
Moira Oliphant, Carers’ Policy Branch, Scottish Government welcomed
everyone to the event and gave an overview of the background to and
implementation of the NHS Carer Information Strategies. The key points of
this presentation are detailed on pages 4-6.

The Carers and Young Carers Strategy
Gordon Paterson, Carers’ Policy Branch, Scottish Government gave an
overview of the aims and development of the Carers and Young Carers
Strategy. The key points of this presentation are detailed on pages 6-9.

NHS Lanarkshire – Opportunities and Challenges
Robert Peat, Linda Craig and Elizabeth MacDonald from NHS
gave an overview of the approach taken by NHS Lanarkshire and
to the Carer Information Strategy, and the work that is being
through the strategy. The key points of this presentation are
pages 9-13.

Lanarkshire
its partners
undertaken
detailed on
NHS Borders – PRTC work with GP practices
Stephen Bermingham and Jack Ingle gave an overview of the work being
undertaken in the Borders with GP practices in partnership with the Princess
Royal Trust Carers Centre. The key points of this presentation are detailed
on pages 13-15.

NHS Tayside – Partnership with Barnardo’s
Allyson Angus and Najima Umar gave an overview of the work being done in
partnership with Barnardo’s Scotland with young carers. The key points of
this presentation are detailed on pages 15-16.
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
Question and answer session – morning
Time was provided for questions around the issues raised during the morning
presentations. The questions focused on:
-
Resourcing of the Carers and Young Carers Strategy and whether
there would be ring-fenced funding
The barriers to identifying young carers and carers of people with
mental health issues
The need to support young carers and also ensure that they are not
supported to carry out inappropriate care
The key points raised during this session are detailed on pages 17-19.

NHS Lothian – Carer Awareness and E-learning
Margaret Callander and Gordon Dodds gave an overview of the successful
partnership working involved in the development of both NHS Lothian’s Carer
Information Strategy and the NHS staff e.learning modules on carers. The
key points of this presentation are detailed on pages 19-21.

NHS Highland – Integrating Young Carers Support
Theresa James and Frances Nixseaman gave an overview of how support for
young carers is being integrated into policy and practice. The key points of
this presentation are detailed on pages 21-23.

The Moffat Project – Preventing Crisis for Carers
Sheena MacKinnon, Moffat Project Co-ordinator, The Princess Royal Trust for
Carers, gave an overview of the work which has been undertaken via the
Moffat Project in four NHS Board areas. The key points of this presentation
are detailed on pages 23-25.

Question and answer session – afternoon
Time was provided for questions around the issues raised during the
afternoon presentations. The questions focused on:
-
The use of e.learning modules as part of NHS staff training on carer
awareness and carer issues
Young carers as children first
The resourcing of services for people with dementia and their carers
The key points raised during this session are detailed on pages 25-27.

Small group discussions
Those in attendance divided into four groups and were asked to discuss
what’s working well in different areas - to learn and share. From this
discussion the groups were asked to identify the key points and main
themes, positive and negative to feedback. The key points from each group
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February 2010
are summarized on pages 27-29 and the full notes from the small group
discussions can be found in Appendix 1 (pages 30-32).

Summing up the key points
The following messages emerged from the presentation and discussions:
-
There is a huge amount of work and personal commitment to support
carers and young carers across the statutory and voluntary sectors.
However much remains to be done.
-
There is a keen interest from Shona Robison, Minister for Public Health
and Sport in monitoring how the implementation of NHS Carer
Information Strategies progresses.
-
The best results are achieved when carers are directly involved, where
communication and roles and responsibilities are clear and where there
is good planning
-
Much good practice already exists which can be shared eg. work with
GP practices, initiatives within the acute sector, support to young
carers and e.learning modules. Details of this work can be found
throughout this report.
-
Clear outcomes for carers are key in sustaining carers in their caring
role. Where these outcomes are embedded in practice there are real
gains for carers such as improving health and wellbeing.
-
In terms of sustainability there was a recognition that good practice
needs to be sustained as we do not want to raise carer expectations
and then not meet them. The Scottish Government will be considering
how the NHS Boards can embed good practice so that it can be
continued beyond 2011.
-
There is a need to look beyond the issues presented by a carer and
young carer to find out more about the issues facing them.
-
The statistics on the identification of young carers show a lack of
awareness of young carers.
-
Adult carers are key partners in care but for young carers it is about
minimizing the impact of the caring role and ensuring that they are
children or young people first and foremost.
There may be merit in holding another event later in the year to look at the
final year of CIS plans and also at the Carers and Young Carers Strategy.
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February 2010
1 Welcome and introduction
Moira Oliphant, Carers’ Policy Branch, Scottish Government welcomed
everyone to the event and introduced Gordon Paterson, her colleague in
the Carers’ Policy Branch. She also welcomed Gavin Parry from the Welsh
Assembly Government who is leading on the development of a carers’
strategy for Wales.
Moira Oliphant then set the scene for the day’s discussions as follows.
The full presentation and all the presentations given on the day can be
found
at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
1.1
The Carers and Young Carers Strategy
This strategy is currently under development and is due to be
published in the first half of 2010. It is being developed in
partnership with COSLA as part of the concordat relationship. NHS
Boards are also vital contributors to the strategy and are
represented in the development process. There are two Steering
Groups – the Carers’ Strategy Steering Group and the Young Carers
Steering Group. There is wide representation on these groups
including the National Carer Organisations, Alzheimers’ Scotland,
Children 1st, Barnardo’s Scotland, and the Association of Directors
of Social Work. There is also the Carers Reference Group with ten
carers attending from all over Scotland who are looking at the
emerging issues and will be feeding back on the proposals in the
strategy as they develop.
There are four events being organized in partnership with the
Coalition of Carers in Scotland (COCIS) as part of the process of
engaging people in the development of the strategy. These events
are being held in Inverness, Dundee, Glasgow and Melrose during
February and March. Also as part of the process of engagement
Moira Oliphant and Gordon Paterson have been attending a variety
of local events. Finally information has been and will continue to be
on
the
Scottish
Government
website
at
http://www.scotland.gov.uk/Topics/Health/care/Strategy
1.2
Carer Information Strategy (CIS) Overview
There is a legal requirement on NHS Boards to prepare and submit
an NHS Carer Information Strategy to Ministers. All NHS Boards
submitted their strategies. These strategies must meet minimum
requirements which are laid out clearly in the guidance notes to
NHS Boards. A key requirement is the need to engage with
stakeholders in developing the strategy. The submissions have
been very comprehensive. There has been an investment by
Scottish Government of £9 million to Health Boards and the
Scottish Ambulance Service over three years.
The Scottish
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Government expects to see progress and real outcomes for carers
as a result of this investment.
1.3
1.4
Minimum requirements
The minimum requirements for the Carer Information Strategies
are, with one example shown in brackets:

General (including arrangements for involving carers and
young carers)

Content (including information on carers need)

Delivery in NHS Operating Systems (including information to
carers by GPs and hospital staff)

NHS Staff Training

Training for carers

Accountability (lead officer)

Monitoring (baseline information/outcomes/indicators)

Policy context (best practice recommendation)

General principles (best practice recommendation – including
equality and diversity)
Action Plans
The following format was given as an example of an action plan
template used by one NHS Board. The Scottish Government Carers
Policy Branch may ask other Boards to adopt the same approach
when reporting on their Carer Information Strategy Action Plans.

Theme:
How carers are informed and empowered

Aim:
Carers who need information and support should receive it

What we plan to do:
Appoint an NHS Carer Support Team to support NHS staff

How this will be measured:
Monthly progress reports/follow-up phone calls with carers
following patient discharge

What we have achieved to date:
Five team members appointed/induction etc

What difference have we made:
Eg, GPs and staff have better understanding of role of unpaid
carers/carers signposted to services

Outcomes:
Better informed/peace of mind/partners in care/personalised
support/improved health and well-being
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1.5
Future actions
In the coming months the Carers Policy Branch plan to:

Write to all NHS CIS leads giving feedback on their 2008-09
annual update

Write to all NHS CIS leads about the plans for 2009-10
expenditure and 2010-11 plans

Provide strong encouragement to NHS Boards to put their
approved plans on their websites together with their annual
updates, when they are available

Reinforce that the expectation is that the resources - £9 million
– will be spent on carers’ issues. The resourcing is currently
until 2011. Consideration will be given to how the resourcing by
NHS Boards might continue beyond 2011 to embed good
practice.

Provide a full write-up of today’s event, and this report will be
sent to CIS leads, with a copy to Chief Executives. The report
will also be posted on the Scottish Government website. There
is also a keen interest from the Minister in today’s event.
1.6
Aim and format of the event
It is hoped this will be the first event to allow NHS Boards and their
partners to share learning and practice. The event will consist of
presentations from five NHS Boards – NHS Lanarkshire, NHS
Borders, NHS Tayside, NHS Lothian, NHS Highland and The Moffat
Project - on work they are undertaking via the Carer Information
Strategy, together with an opportunity to discuss and reflect on this
work through small group discussions.
1.7
Contact details
Moira Oliphant
Primary and Community Care
Community Care Division
Policy for Unpaid Carers
St Andrew’s House
Edinburgh
EH1 3DG
Tel:
0131 244 3503
Carers.Strategy@scotland.gsi.gov.uk
Moira.oliphant@scotland.gsi.gov.uk
2 The Carers and Young Carers Strategy
Gordon Paterson, Carers’ Policy Branch, Scottish Government introduced
himself and his work at the Carers’ Policy Branch. He is a Social Work
Manager who has been seconded from a local authority to work on the
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development of the Carers and Young Carers Strategy. The aim is to
have the draft strategy published in May/June of this year.
2.1
2.2
2.3
Aim of the Carers and Young Carers Strategy
The aim of the strategy is to improve outcomes for unpaid carers
and young carers in Scotland, recognizing the specific needs of
different groups of carers. This will be achieved through:
-
Identification of carers
-
raising the profile of carers and their needs
-
recognizing and valuing the contribution of carers – it is
estimated that unpaid carers provide £8 billion worth of care
provided each year. This needs to be picked up by other
strategies as well as this strategy as the contribution that carers
make is critical to the policy delivery of health and social care
for example preventing hospital admission. Work is ongoing by
the Carers Policy Branch to ensure that carers are embedded in
other policies such as ‘Reshaping care for older people’ and
‘Shifting the balance of care’
-
addressing the need of carers for support including advocacy,
training and information
Partnership groups
The strategy is being taken forward:

In partnership with COSLA

Via the Carers Strategy Steering Group

Via Young Carers Steering Group

Via
sub-groups
on
young
carers’
employment/workforce/personalisation)
services/transitions/
Part of the wider agenda
The strategy has to be part of and link to other key agendas, these
include:

Reshaping care for older people – this is key agenda looking at
how to shape services and care to meet the changing
demographics. This will be out for consultation in the coming
weeks.

Shifting the balance of care – a key message from carers is do
not shift the balance of care on to them. This agenda must take
cognisance of the role and contribution of carers and ensure
that as resources are shifted carers are not under a greater
burden because of developing government policy.

Quality strategy – this strategy aims to provide a vision of a first
class health service for Scotland.
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2.4
2.5

Dementia strategy – an important development for people with
dementia and their carers.

Getting it Right for Every Child (GIRFEC) – this is a key agenda
for young carers. The aim for young carers is to remove the
burden of inappropriate caring responsibilities so that they can
be children first and foremost

Additional support for learning – which helps in making
connections into schools so that young carers can be supported
The priorities for the Carers and Young Carers Strategy
The key priorities for the Carers and Young Carers Strategy are:

Carer identification by GPs, Social Workers, teachers

Assessment of the contribution made by the carer, their health,
how they are coping with the caring role and also looking at
other aspects of their life

Providing the carer with information on issues such as the cared
for person’s condition, the services and support available to
them as a carer

Providing training for the carer on topics including the cared for
person’s condition, moving/handling, dealing with the stress of
caring

Maintaining the carers’ health, this includes their physical,
emotional and mental health

Providing the carer with support around finance, allowing the
carer to maintain the appropriate heating, housing, diet and
have a quality of life

Providing the carer with support around employment so that
they can have a life outside of their caring role which provides
them with a separate identity and also an income

Providing appropriate support to the carer including counselling,
breaks, telecare, advocacy
The content of the Carers and Young Carers Strategy
The strategy will contain all of the following elements:

The case for action

Vision

Outcomes

Carer and young carer identification

Support for carers and young carers – the different types of
support which work for carers and young carers

Short, medium and longer term priorities – this is in recognition
that economic climate can change and the strategy therefore
needs to be kept under review
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2.6
3

Showcase and embed good practice – a key message from
Young Carers Festival is that to make a difference you do not
always need new resources but it can be done within existing
resources. Young carers and carers’ stories will also feature in
the strategy.

Implementation, monitoring and evaluation – this will include
the need to engage agencies widely in this process. The aim is
to show what works for carers and why it works.
Contact details
Gordon Paterson
Primary and Community Care Division
Policy for Unpaid Carers
St Andrew’s House
Edinburgh
EH1 3DG
Tel:
0131 244 0109
Carers.Strategy@scotland.gsi.gov.uk
NHS Lanarkshire – Opportunities and Challenges
Robert Peat, Linda Craig and Elizabeth MacDonald from NHS
Lanarkshire gave an overview of the approach taken by NHS
Lanarkshire and its partners to the Carer Information Strategy, and
the work that is being undertaken through the strategy. The full
presentations
can
be
found
at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
3.1
Robert Peat, Head of Planning, NHS Lanarkshire
The key points from Robert Peat’s presentation are summarized
below:
 Carers are key partners and are the third unpaid resource in
delivering health and social care, without them we would not
cope. Carers need to be supported to care.

In implementing the Carer Information Strategy NHS
Lanarkshire has been part of a partnership approach, which has
included North and South Lanarkshire Councils, Princess Royal
Trust for Carers Centres, North Lanarkshire Carers Together,
South Lanarkshire Carers Network, and representatives from the
acute and community sectors

The Carer Information Strategy and Action Plan have been
developed through the Carer Information Strategy (CIS) Group
which is inclusive of all partners.

The CIS Action Plan is updated each year to ensure that it is
flexible and takes changes into account. It is also monitored on
a monthly basis. This allows evidence to be reviewed to assess
what is and is not working.
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3.2

There are strong links between the CIS Group and other carers’
strategy groups to ensure that actions are linked and work is
taken forward via partnership working.

There is a funding sub group of the main CIS Group with a
transparent application process underpinned by a standard
application pack and process. The application process requests
detailed information on the work planned, including clear
outcomes and an exit strategy.

The Carer Support Team is embedded across North Lanarkshire
Carers Together and South Lanarkshire Carers Network, and the
three hospitals in Lanarkshire.
Linda Craig, Primary Care Co-ordinator, NHS Lanarkshire
The key points from Linda Craig’s presentation are summarized
below:

The post of Primary Care Co-ordinator is based in South
Lanarkshire Carers Network.

This post is funded by CIS monies and is part of a team of
seven. The aim of the Carer Support Team is to work within
acute and primary care to liaise with key personnel in relation to
carers.

As Primary Care Co-ordinator, Linda Craig works with the fiftyfive GP practices across South Lanarkshire to identify and
develop good practice in relation to carers. The aim is to
identify and develop support for carers at all stages within
primary care to ensure carers are supported throughout their
contact with these services.

The starting point for this work has been to develop links with
the Community Health Partnership (CHP) and then to link also
to the locality management.

The work and initiatives undertaken by the Primary Care Coordinator include:
-
The development of a carer health needs database, a database
of carer issues is also in development
-
The development of carer registers within GP practices. This is
a significant part of the role played by Linda Craig. She spends
a couple of hours in each practice each month to identify hidden
carers
-
Making effective use of notice boards in GP practices. To date
45 of the 55 South Lanarkshire GP practices have a dedicated
carer information board which is monitored by Linda Craig on a
monthly basis.
-
Staff training within the GP practices to raise awareness of
carers, their needs and issues and how the practice can support
and signpost them.
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-
A carer support team event in Hamilton which raised the profile
and awareness of the team.

The support offered to carers directly by the Primary Care Coordinator has included signposting carers to a carer assessment.
Last year 58 carers were identified for assessment.

Work has also been done within addiction services to raise
awareness of the needs of carers and young carers. This
includes representation at the Partnership Board for Addictions,
and providing awareness raising and training sessions to the
community addictions teams.

In terms of equality and diversity additional funding has also
been secured for a BBV (Blood Borne Virus) Support Worker to
provide bilingual support (English and Urdu) for carers affected
by BBV, of which there is a high prevalence in South Asian
communities. The main remit of the post of BBV support worker
is to engage with BME communities providing one to one
support, information and group work. There is also a full time
BME carer support worker who has been in post since August
2009, and is bilingual in Punjabi and English.
3.3
Elizabeth MacDonald, Co-ordinator for Carers, Acute
Sector, NHS Lanarkshire
The key points from Elizabeth MacDonald’s presentation are
summarized below:

There is one co-ordinator for each hospital in the area –
Hairmyres, Monklands and Wishaw General Hospitals.

The focus for the three posts is on carers as key partners and
trying to ensure that the journey through the hospital is a two
person journey which involves the carer at all stages.

The work and initiatives undertaken by the co-ordinators have
included:
-
Adapting the admission form to ensure that it includes a carer
information section. The team is undertaking a 6 month review
of hospital case notes to see how effectively this is filled out.
-
Ensuring that they are networked into all wards and
departments. This has included establishing how aware staff
are of carers as partners and where there are gaps putting
together a carer awareness raising plan for staff.
-
Looking at effective communication skills for staff so that they
can engage with the carer, as the better the communication the
better the journey and the outcome for the carer.
-
Promoting the need to be supportive of the carer and provide
information to the carer. This includes the distribution of the
‘Home from Hospital’ information pack.
-
Giving staff information to help them to identify hidden carers.
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-
Providing the ‘Home from Hospital’ information pack which
includes information on what to expect while in hospital but also
offers crucial information on community contacts. This is being
monitored for effectiveness through 6 month follow up calls.
-
Reviewing hospital admission and discharge procedures to
ensure carers’ needs are addressed.
-
Close liaison with discharge teams, attending multidisciplinary
meetings in wards, supporting carers at hospital case
conferences.
-
Having a robust referral system which includes service
information cards and referral forms, and carer information
boards at entrance to all three hospitals.

The role of the Co-ordinator for Carers includes:
-
Assessing and meeting the individual needs of family, friends
and carers while the patient is in hospital.
-
Involving family, friends and carers in planning patient care and
discharge.
-
Explaining the role of the staff involved in the care process.
-
Ensuring family, friends and carers have the necessary skills
before discharge through education and training.
-
Doing follow up call to home following discharge.
-
Highlighting
community.

To date (April 09 to Dec 09) 647 referrals have been received,
with 330 carers referred to carers support agencies, 14 referrals
have also been made to Primary Care (GPs), 30 to Social Work,
58 to the Pension Service and others to voluntary sector
agencies eg. Alzheimers’ Scotland, Maggies Centre, The Haven.

To date 448 follow up phone calls have been made to see what
has happened and what difference it has made for the carer as a
result of the support provided eg. carers’ assessment, access to
services, benefits, are they on the carer register at GP practice,
also feedback on the ‘Home from Hospital’ pack and on the
discharge planning process.

The co-ordinators were also involved in the Carer Support Team
Information Event, which resulted in 25 referrals and 497
enquiries. It is hoped this event will be repeated next year.

Future goals for the co-ordinators include:
-
A review of education and training for professionals in the acute
setting to see how carer awareness can be integrated.
-
Exploring ways of improving identification of young carers in the
acute setting as currently referral levels are low.
and
signposting
carer
organisations
in
the
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3.4
Looking at how to improve carer information within admission
forms.
Contact details
Hairmyres Hospital - Elaine Harrow 01355 585522
Monklands District General Hospital - Lesley Callan 01236 712566
Wishaw General Hospital - Elizabeth MacDonald 01698 366118
North Lanarkshire Carers Together - Marion McParland, Agnes
Hadden, Pauline McIntosh 01698 404055
South Lanarkshire Carers Network- Linda Craig 01698 285163
4
NHS Borders – PRTC work with GP practices
Stephen Bermingham and Jack Ingle gave an overview of the work
being undertaken in the Borders with GP practices in partnership with
the Princess Royal Trust Carers Centre. The full presentations can be
found
at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
4.1
Stephen Bermingham, Public Involvement and
Communication Manager at NHS Borders and lead on
carers
The key points from Stephen Bermingham’s presentation are
summarized below:

It has been crucial to work in partnership with the voluntary
sector, in particular the Carers Centre. NHS Borders would not
be able to fulfill its statutory duties without the partnership with
the voluntary sector.

In developing NHS Borders Carers Information Strategy the aim
was to build on the good work already done under the Joint
Carers Strategy, and to further develop this work and support
carers by making sure front line staff are aware of their needs
and what support exists for them.

The key issue has been to make NHS and Social Work staff
more aware of carers’ issues and needs. One clear issue
identified by a survey of Primary Care staff is that they were not
very aware of the needs and issues for carers and particularly
for young carers. This includes not having enough awareness of
what carers need eg. respite.

All but one GP practice in the Borders signed up for the Direct
Enhanced Services (DES) for carers. This opened the door for
training which the Carers Centre delivered. The training session
was oversubscribed, and the highlight of the day was the panel
of carers talking about their experiences. Those attending felt
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that it was crucial to meaningfully involve carers as they have
the expert knowledge.
4.2
Jack Ingle, GP Liaison Worker, The Princess Royal Trust
Borders Carers Centre
The key points from Jack Ingle’s presentation are summarized
below:

The aim is to work more proactively with GPs to help them to
identify hidden carers.
To assist this process a carer
identification pack has been produced, this includes:
-
a flow chart on how to identify carers
-
information on the services the carers centre offers
-
carers consent form for referral
-
carers assessment of need pack

Work has been undertaken with 24 of the 28 GP practices and
this has included:
-
looking at carer identification practices such as asking people
‘Are you are carer?’ when they register with the practice and at
first consultation
-
establishing carer notice boards
-
having carers as a standing item on practice team meeting
agendas
-
using READ codes to mark carers’ medical records
monitoring the support offered.

As part of his role Jack Ingle liaises with the practices to
encourage referrals. This includes emphasizing that anyone in
the practice can make a referral.

A key concern is that the majority of the referrals received are
adult carers not young carers. These are young people who will
not see themselves as carers but who may be caring for
someone with a long term condition, or alcohol and drug
addictions and who may also be caring for siblings. Work is
ongoing to emphasize to GP practices the importance of
identifying young carers to ensure referrals are made. The
majority of referrals received for young carers come from Social
Work and Guidance Services within Education. To date only two
GP referrals for young carers have been received by the Carers
Centre, however this should rise significantly based on the
ongoing work.
and
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4.3
4.4
5
Stephen Bermingham, Public Involvement and
Communication Manager at NHS Borders and lead on
carers
Stephen Bermingham concluded the presentation from the Borders
by making the following points:

The impact of the GP referral project is clear in the following
figures. Referral from GPs to the Carers Centre
-
2007: 9
-
2008: 95
-
2009: 195

Post training there was an upsurge in requests from GPs for
Carer Information packs

The key messages from NHS Borders include: – see slide for
details
-
CIS funding has helped promote partnership working to support
carers
-
Information is most effectively delivered through a combination
of training, ongoing contact and support
-
Involving carers in raising awareness has a significant impact on
health care professionals
-
Carers now receive a better service from GPs due to the working
relationship with the Carers Centre
-
We need to build on the success of the CIS as carers
expectations and GP referrals have increased.
-
A key message from carers is ensure that there is sufficient
resource and infrastructure to continue this work

Contact details
stephen.bermingham@borders.scot.nhs.uk
NHS Tayside – Partnership with Barnardos
Allyson Angus and Najima Umar gave an overview of the work being
done in partnership with Barnardo’s Scotland with young carers. The
full
presentations
can
be
found
at:http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
5.1
Allyson Angus, Public Involvement Manager, NHS Tayside
The key points from Allyson Angus’ presentation are summarized
below:

It is crucial to go out and about to listen to people about how we
can improve health services.

When developing the Carer Information Strategy it was
absolutely invaluable to go out and about to meet carers and
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young carers and hear from them. One event was the Young
Carers event where they met a young girl who was herself
visually impaired but was a young carer.

One young male carer has met and had a discussion with Nicola
Sturgeon, Minister for Health and as a result there is a
suggestion that it would be worth pursuing a place for a young
carer on the NHS Board.

Some of the funding made available via the Carer Information
Strategy was given to Barnardo’s Family Support Team.
5.2
Najima Umar, Barnardo’s Family Support Team
The key points from Najima Umar’s presentation
summarized below:
are

The Barnardo’s Family Support Team were awarded three
different grants from CIS monies. The Family Support Team
provides community based support for families of any origin
which include a child who has a significant learning disability,
from the age of 0 to 19 years

Grants were awarded for:
-
disability training for young carers. The target groups were
young unpaid carers from socially deprived areas and young
carers with additional support needs in Dundee. Training topics
included child protection, 1st Aid training, explaining different
disorders, safe caring, sexuality training, and workshops on
nappy/pad changing. Young carers were looking for training
that was interactive and fun. Some of the funding was used to
buy interactive equipment eg. dolls that cry to help with nappy
changing. It was also important to remove jargon and make
material easy to understand.
-
The Future Matters event – the aim of this event was for young
people 16 years of age with learning disabilities who would be
leaving school and their families to come together to get
information and discuss their views. It included information
stalls, money matters workshop and individual appointments,
art workshops, ‘money wall’ and ‘diary pod’. It also included a
drama provided by ‘Future Matters Drama Group’ about what
young people with learning disabilities want from the future.
-
The ‘Speakeasy’ partnership – Speakeasy and Barnardos worked
in partnership to design and deliver an 8 week training course
for young carers on sexual matters, relationships, contraception
and keeping safe. An evaluation report is available.
5.3
Contact details

allyson.angus@nhs.net

najima.umar@barnardos.org.uk
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6.
Question and answer session
The following is a summary of the questions raised and answered on
the topics raised by the morning presentations:

Pat Riley, Social Work Department, Dumfries and Galloway
asked if the Carers’ Strategy money will be ring-fenced as Carer
Information Strategy monies have at times been integrated in
general funds.
-
Moira Oliphant replied that Carer Information Strategy monies
were not formally ring-fenced but the Scottish Government is
seeking clear feedback on how this money is spent. In relation
to the Carers’ Strategy this is being developed in partnership
with COSLA so it needs to be agreed with them. Moira also
suggested that people can take up funding issues with their own
local authority.

Margaret Jackson, Centre Manager, PRTC Perth and Kinross
Carers Centre asked how the contribution of carers is being
taken into account? She wanted to know if there is something
in the strategy about how support will be provided to carers via
carers centres and the NHS?
-
Gordon Paterson replied that the strategy will clearly highlight
the support that works for carers at the moment but it will not
be delivered with a great amount of new resources. The Carers
Policy Branch is working with colleagues around the Scottish
Government to look at how resources are used to support carers
eg. reshaping care for older people programme is addressing
the issues arising from the changing demographics and is
looking at how the current resources are used. This would
include looking at initiatives that clearly work for carers and how
these can be supported. The challenge is ensuring that carers
are recognized as central to key strategies and that the
resources are there to underpin this. There is a need to engage
the hearts and minds of local authority leaders, COSLA is key to
this. There is very strong ministerial commitment to looking at
what resources can be used to support carers.
-
Moira Oliphant added that the strategy will have a 10 year
duration and will set out short, medium and long term priorities.
We might expect resources to be released during the lifetime of
the strategy as the economic situation improves but innovative
ways are needed in the short term.

Brenda Emmerson, Carer, East Ayrshire asked if the notice
boards referred to in the earlier presentations were Carer
Scotland notice boards?
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-
Linda Craig replied that generally the notice boards used are
standard notice boards but Carer Scotland boards are used in
North Lanarkshire.

Rosemary Nicholson, Glasgow Mental Health Worker asked if
workers had experienced particular challenges in overcoming
barriers in reaching carers of people with mental health
problems?
-
Elizabeth MacDonald replied that two referrals for young carers
had been received via mental health hospitals, and that there
was work with all three hospitals in Lanarkshire ensuring that
staff are aware of carers’ issues.
-
Robert Peat added that it was one of the gaps in the action plan
and there is a proposal on the table now to develop support to
carers of people with mental health issues via community
services.
-
Alison Smith, North Lanarkshire Young Carers Project advised
that they had recently received CIS funding aimed at tackling
the huge issue of identifying young carers of people with mental
health issues. The funding will be used to look at awareness
raising training on mental health carer issues. The Project has
recently done work in schools which has resulted in the number
of young carer referrals increasing fivefold. It is anticipated that
this will happen with the work planned using CIS funding.

Marion McParland, North Lanarkshire Carers Together noted the
disappointing level of referrals from GP practices for young
carers and asked is the GP practice the best place to identify
young carers? Are schools the better place? Is it about better
links and communication? Should we be looking more at parts
of the health service that young people actually access?
-
Jack Ingle replied that yes, looking at other access points was in
part correct but GPs do still have an important part to play. He
emphasized that it is often the parents who are presenting to
the GP so it is important to advise GPs to look beyond the
people sitting in front of them to consider if they have children
who are young carers.

Gavin Parry, Welsh Assembly Government asked if there is a
tension between the need to support young carers and also
ensure that they are not supported to carry out inappropriate
care?
-
Najima Umar replied that the young people they involve are
often not recognized as young carers when first referred to
them, so they are unpaid carers but not on a full time basis.
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-
Alison Smith from North Lanarkshire Young Carers Project added
that when looking at young carers it is vitally important to look
at the age of the young carer and what the young person
themselves feel comfortable with. It comes down to an
appropriate assessment with the young carer and how they feel
about their role, and it is a very different assessment for a
young carer than for an adult carer.
7 NHS Lothian – Carer Awareness and E-learning
Margaret Callander and Gordon Dodds gave an overview of the
successful partnership working involved in the development of both
NHS Lothian’s Carer Information Strategy and the NHS staff e.learning
modules on carers.
The full presentations can be found at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
7.1
Margaret Callander, Assistant Programme Manager, NHS
Lothian
The key points from Margaret Callander’s presentation are
summarized below:

The key outcomes which NHS Lothian is seeking to achieve
through the e.learning modules are:
-
to provide flexible, creative, pertinent learning to all NHS
Lothian staff and independent contractors. Flexible in that it can
be accessed in a variety of ways, pertinent in that it gives
access to lots of information and resources, and creative in that
it engages staff and encourages them to apply the learning
-
Learning to provide staff with the tools and support they need to
identify carers in the lives of patients, offer support and
information to carers, and understand the need for personcentred and outcome focused working
-
Learning through interactive carer journeys
experiencing real peer and carer stories

Module 1 – Understanding and supporting the carer – this
module covers:
-
Who is a carer?
-
What is caring?
-
The caring role
-
The caring journey – emotional and physical demands, issues
and feelings
-
The effects of caring
and
through
To date 1,538 staff have completed this module as part of their
induction training

Module 2 – Working in partnership with carers – As a healthcare
professional what can you do? – this module covers:
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-
Healthcare professionals responsibilities
-
Discharge from hospital – carers’ support, carers’ assessment,
when and how to refer a carer
-
Alternative ways of working – person-centred
outcomes working, changes to practice
-
Thinking about future practice in your workplace – what can you
do for carers?
working,
To date 136 staff have completed this module as part of
mandatory training for continuing development.
7.2

The next steps are to:
-
Monitor and evaluate carer modules
-
Roll-out further training across Lothian, including GPs and
Community Pharmacists
-
Encourage Council plans to provide adapted e.learning modules
to their Health and Social Care staff, based on the NHS module
-
Continue discussions with Further Education organisations
regarding adapted modules on Nursing, and Health and Social
Care courses.

A demonstration of the learnProNHS carer modules was then
provided. If people wish to be set up with guest log-ins to try
out the modules then please contact Margaret Callander at NHS
Lothian - Margaret.Callander@nhslothian.scot.nhs.uk.
Gordon Dodds, Planning and Commissioning Officer
(Carers), City of Edinburgh Council
The key points from Gordon Dodds’ presentation are summarized
below:

A key part of strategic planning is taking national policy and
applying, and implementing it locally.
For carers the key
national policies are:
-
HDL 22 (6) – which provided guidance on the minimum
requirements for NHS Carer Information Strategies
-
Kerr Report – Building a Health Service Fit for the Future
-
Care 21 Report – extensive report based on feedback from
carers with 22 recommendations with four national priorities –
carers’ health, carer training, young carers and respite (short
breaks)

Locally these national policies have been translated into:
-
NHS Lothian’s Carer Information Strategy
-
Towards 2012 – Joint Carers Action Plan

These are being implemented through the City of Edinburgh
Council working in partnership through:
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7.3
-
Strategic Planning Group for Carers
-
Towards 2012 Implementation Group
-
Edinburgh CHP Carer Information Strategy Implementation
Group
-
Carers Assessment Review Group
-
Carers’ partnerships and forums
-
City wide and local involvement

It is very much about partnership working which engages and
involves carers.
Contact details
 Margaret.Callander@nhslothian.scot.nhs.uk.

Gordon.Dodds@edinburgh.gov.uk
8 NHS Highland – Integrating Young Carers Support
Theresa James and Frances Nixseaman gave an overview of how
support for young carers is being integrated into policy and practice.
The
full
presentation
can
be
found
at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05
8.1
8.2
Theresa James, Community Care Manager, NHS Highland
The key points from Theresa James’ presentation are summarized
below:

Highland is a large geographical area with a sparse population
which is challenging in relation to providing good information
and communication, having staff trained and up to date. So in
these difficult economic times partnership working is not just
desirable but is essential.

The aim of the work being done is to ensure that young carers
are identified at whatever point they make contact with health
and social care services, so that the door is open for them to
seek support. NHS Highland is not comfortable with the level of
identification of young carers at the moment and is working in
partnership with other agencies to see how this can be changed.
Frances
Nixseaman,
Strategy
Connecting Young Carers
The key points from
summarized below

Frances
Development
Nixseaman
Officer,
presentation
are
This post is funded by both the NHS and the Council to ensure
that there is someone with a broad overview of and for young
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carers.
Part of developing this
developing a strategic action plan.
overview
has
involved

In Highland there are an estimated 4,700 young carers, based
in a large area with unequal access to transport. These young
carers experience similar isolation as many other young carers
but this is exacerbated by being based in a rural area. The rural
environment creates other challenges in sustaining services
such as the lower number of young carers over a larger
geographical area and maintaining confidentiality in smaller
communities.

Taking an integrated approach has included addressing the
needs of young carers in:
-
Getting it Right for Every Child – since this has been
implemented in Highland the work with young carers has
become easier. A key issue is identifying the young carer.
-
The Young Carers Strategy – this has now become a collective
responsibility for children’s services.
-
The Integrated Children Services Plan
-
The Carer Information Strategy

The aims of the Young Carers Strategy – For Highlands Young
Carers 2’ are:
-
Enhance universal support to enable early intervention and an
integrated service for families
-
Reduce the number of inappropriate caring roles taken on by
young carers
-
Facilitate development of specialist provision to support those
young carers who would benefit from this type of support

The actions that can be taken include providing information and
training, and improving identification and assessment.

The support provided includes respite, one to one support,
family support and peer support.

The only way that a small project can make a difference is by
working in partnership.

One young carer described his experience of not being allowed
to visit his mum in hospital despite being the main carer.

A key issue in relation to young carers is that decisions can be
taken about the cared for person which are not connected to the
needs of the young carer. An example was given of a young
carer who had taken on a short term caring role (2 weeks)
which meant that she missed taking up her college place which
has ongoing repercussions. None of the agencies involved had
taken her needs into account in assessing the situation,
resulting in very poor outcomes for her.
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
8.3
A short film was shown about the positive impact that having
the right support can make for young carers with young carers
talking about what is positive about being a young carer eg.
meeting other young carers, being part of the young carers
festival etc.
Contact details
 FNixseaman@hccf.org.uk
9 The Moffat Project – Preventing Crisis for Carers
Sheena MacKinnon, Moffat Project Co-ordinator, The Princess Royal Trust
for Carers, gave an overview of the work which has been undertaken via
the Moffat Project in four NHS Board areas. The key points from the
presentation are summarized below. The full presentation can be found at
http://www.scotland.gov.uk/Topics/Health/care/Strategy/Carer05

The main aim of the Moffat Programme is to promote early
identification, intervention and support for carers, to prevent
unnecessary crisis, this will ensure their proper support as key
partners in the provision of care, and prevent an adverse effect
on the carers’ own health and well-being.

The four NHS Board areas covered by the Moffat pilots are:
-
NHS Ayrshire and Arran
-
NHS Borders
-
NHS Lothian
-
NHS Greater Glasgow and Clyde
In Lothian and Greater Glasgow and Clyde the NHS Boards
added to the Moffat funding to add value and underpin the
partnership working.
The areas chosen represented quite
diverse communities and areas.

The model promoted through the pilots was one where workers
were hospital or community team based, with the aim that
workers were embedded in these teams.

The overall programme aims to ensure that:
-
Carers are identified at their first point of contact with services
-
Carers are advised of their right to and offered a carer’s
assessment
-
Pressure on carers’ own health is reduced
-
Carers are consulted and actively involved in discharge planning
processes at an early stage
-
Health and social care professionals are able to provide
appropriate information and refer carers to local support
services
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
The outcome sought from this is that learning will be embedded
and become good practice within Health Boards and Local
Authorities

The Moffat programme is being evaluated by Glasgow
Caledonian University. This has involved getting feedback in a
number of ways – from carers, from practitioners via
questionnaire and interviews. The aim of the evaluation is to
look at the impact of the programme but also to look at how it
fits into wider strategies and practice.
Part of what the
evaluation will also look at is to what extent staff have changed
their practice as a result of the work undertaken via the
programme.

A baseline was captured before the programme started and
based on the evidence collected to date the following impact can
be reported:
-
60% identified as carers during hospital admission, as opposed
to 66% of respondents at baseline not being asked if they were
a carer during admission
-
Key role played by Moffat workers
-
Over 2,100 carers identified in first 18 months

Average age of carers identified is 71 years old, but ages ranged
from 10-93 years old, 37% of these carers had been caring for
1-5 years and 13% for less than a year. A key aim is to reach
carers early in their caring journey. In addition 29% of the
carers identified were caring for 75+hours/week, with 55%
caring for more than 36 hours/week.

Moffat workers have been involved in promoting and facilitating
carers’ assessments. For carers new to the caring role it can be
too early for an assessment prior to hospital discharge, they
may need time at home with the cared for person to understand
what support is needed, for long term carers their caring role
can change and assessments allow this to be addressed. 77%
of carers have been informed about the right to a carers
assessment. This has mostly been done by Moffat workers.

Ways in which carers reported being involved in discharge
planning included:
-
Communication between the carer and hospital staff
-
Review meeting
-
Support requirements identified/recorded
-
Support requirements arranged
-
Advised of care package
-
Training provided on how to care
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9.1
10

People are being cared for at home with serious and long term
conditions where previously they would have been cared for by
trained staff with knowledge of the condition and practical skills
to provide the right support. Carers are now often taking on
this role and therefore they need to have access to the
information and training which allows them to care effectively
while also protecting their own health and wellbeing.

Services provided by the Moffat workers includes:
-
Information
-
Emotional support – to talk about the impact of the caring role
-
Benefits/finance advice – the carers finances may have changed
because they or the person they care for have had to give up
work so access to benefits and financial advice can help
practically and reduce stress
-
Practical support – advocacy, access to services, aids and
adaptations
-
Access to training

Other activities undertaken by the Moffat workers include:
-
Training for health and social care staff
-
Attendance at meetings to develop carer pathways, facilitate
referrals and raise awareness of Moffat programme
-
Outreach sessions in hospitals and other carer awareness
activities
-
Mentoring of staff for Carers’ Assessments – supporting staff
with this process.
Contact details
Sheena MacKinnon – smackinnon@carers.org
Question and answer session
The following is a summary of the questions raised and answered on
the topics raised by the afternoon presentations:

-
Ann Smith, NHS Grampian expressed her interest in using elearning modules as they are excellent, not only in terms of the
information it presents but also in the way it is presented. At
the moment she is planning to write similar modules for
Grampian but she wanted to know if she could use material
from the Lothian modules?
Margaret Callander replied that yes, the material could be used
in discussion with NHS Lothian and VOCAL.
Margaret
encouraged people to access the modules and look at the digital
carer stories.
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
Brenda Emmerson, Carer, East Ayrshire noted that the statistics
in the modules are based on the Census 2001 and are therefore
outdated.
-
Moira Oliphant advised that the Scottish Household Survey 2008
estimated that the number of adult carers in Scotland is over
657,000.
-
Margaret Callander advised that it is the policy of NHS Lothian
to use Census rather than Scottish Household Survey figures.

Robert Peat, NHS Lanarkshire asked how NHS Lothian has
managed the challenge of releasing front line staff to do the
training?
-
Margaret Callander advised that staff do not come to the
training but rather the training comes to the member of staff.
As staff can complete the modules in NHS Lothian e.learning
centres, at their place of work or at home, as the modules are
accessed online. She advised that Module One is part of the
induction programme for all staff. Currently 18% of the
workforce have completed Module 1, 14% annual turnover of
staff was acknowledged. With regard to Module Two staff can
have time written into their diaries for mandatory training and
managers will get reports about who has completed the training.
-
Sebastian Fischer, VOCAL emphasized that the e-learning
modules are part of a bigger package of training. Currently
there is a tendering process which will identify an agency to do
face to face training with staff. This will target managers as well
as front line staff. So the e.learning needs to be seen as part of
a whole package.

Marion McParland, North Lanarkshire Carers Together asked if
young carers should also be seen as partners in care?
-
Gordon Dodds, City of Edinburgh Council, replied that adult
carers are key partners in care but that for young carers it is
about minimizing the impact of the caring role and ensuring that
they are children first.

A representative from South Lanarkshire Carers Network asked
if, given the increasing number of people with dementia, the
Scottish Government has identified funding for local authorities
to support dementia patients?
-
Moira Oliphant replied that the Dementia Strategy is under
development and we need to wait and see what resources are
allocated to this when the strategy is published.
-
Margaret Callander advised that NHS Lothian has just received a
grant to look at how to identify and support carers of people
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with dementia and this work will be taken forward via the
Dementia Centre based at Stirling University.
11 Small group discussions
Those in attendance divided into four groups and were asked to discuss
what’s working well in different areas - to learn and share! From this
discussion the groups were asked to identify the key points and main
themes, positive and negative to feedback. In particular the groups were
asked to address the following questions:
-
What will I take from today to make a difference to carers?
What should my organization do?
What should others do?
The following is a summary of the key points fed back by each group. The
full notes taken by each group can be found in Appendix 1.
11.1 Group 1
 Liked the carer information packs including the Home from
Hospital information pack. There was discussion on how to use
it, including distribution.

E-learning modules were seen as excellent

There was some controversy about how the CIS monies were
spent and at times there has been a lack of transparency about
the process.
There should be good communication and
transparency.
11.2 Group 2
 Stressed the importance of carer engagement at all levels and
the difference this can make to the delivery of services.

Reinforced the need for partnership working – the example of
the work with GP practices was given and the need to build on
this work in the longer term. It was also agreed that working
within the acute sector was crucial. The group had been very
impressed by the work being done by NHS Lanarkshire and its
partners.

Support for carer groups both adult and young carers.
11.3 Group 3
 The importance of the GP carer register – GPs are the
gatekeepers and there was discussion of how to maintain this
work with GPs without the Direct Enhanced Services contract to
underpin the work, perhaps make the work mandatory.

Continue to build carer awareness

E-learning – a must for all

Need for more events like this to share learning and practice
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
At the end of the funding the need to continue the services and
mainstream funding – do not want to raise carer expectations
and then not meet them.
Moira Oliphant added that how best to take forward GP support for
carers is under consideration.
11.4 Group 4
 Carer centres development across Scotland has been a real life
line for carers

Importance of communication between acute and primary sector

Importance of staff awareness and acknowledgement that this is
improving

Better information for staff and carers

Designated support workers works well

Importance of supporting young carers

Concerns over sustainability and spread once the CIS monies
end
12 Summing up
Moira Oliphant thanked everyone for their presentations.
From these
presentations it is clear that there is a huge amount of work and personal
commitment to support carers and young carers across the statutory and
voluntary sectors. However much remains to be done. Amongst the clear
issues emerging today are that:

The best results are achieved:
-
when carers are involved
-
where communication and roles and responsibilities are clear
-
where there is good planning

Clear outcomes for carers are key in sustaining carers in their
caring role, where these outcomes are embedded in practice
there are real gains for carers such as improving health and
wellbeing.

Sustainability – the Carers Policy Branch will be looking at what
they can do to work with NHS Boards to ensure that good
practice is embedded and continued beyond 2011.

There is a need to dig beyond what is presented by a carer and
young carer to find out more about what is going on.

GP practices are key to this work.

The statistics on the identification of young carers’ show a lack
of awareness of young carers.
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Finally Moira advised that the event had been useful and suggested that if
people were agreeable then another event might be held later in the year,
perhaps with a different format, to look at the final year of CIS plans and
also at the Carers and Young Carers Strategy.
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Appendix 1
These are the full notes from the small group discussions.
Group 1
1. E-learning was good
2. General points – Group had discussion about how CIS funding was
distributed through CHPs. There were then further discussions about
how CIS budgets were spent. It was thought that communications
need to be improved. There is a lot of good practice within NHS.
Therefore as a top priority information and practice should be
shared as much as possible.
3. Carers Information Packs and ‘Home from Hospital’ packs were
thought to be a good idea but the following should be considered:
Plan distribution
Plan for personnel and telephone numbers changes
Use replaceable inserts
Laminate inserts
Plan ahead for when funding ends
Group 2
1. Carer engagement – participation makes a big difference. There was
a time when this was done in a tokenistic way, which is no longer the
case.
2. Partnership working is really important e.g. GP practice work.
This is a long term process in primary care. There is a wish to build on
this, using different methods. Hospital discharge work is good but
needs to be built on.
3. Support from carers centres and young carers groups.
Healthcare professionals often come and go whilst carers centres are
constant.
What is working well?





Physical presence of workers in GP practice
Training resources – linking in with existing training – ‘carer
proofing’
Carers groups – face to face support for carers, follow up calls
Glasgow – GP notice boards for carers (but not enough
resources to keep up to date)
North Lanarkshire – One to one carer clinic in GP practice is very
useful
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



Activities for children, access to information. Support from
carers centre important.
Aberdeen Royal Infirmary - hospital workers are seconded to
Carer Information Point and work with Carers Centre staff
Close partnership working is extremely important but is there a
need for ‘champions’?
Important to feedback to carers and user groups
Group were impressed by systematic approach from NHS
Lanarkshire.
It was noted that the Lanarkshire Carer
Organisations were well established and had local authority and
NHS support. It was acknowledged that this has taken some
time to get to this point and work was still progressing. Crisis
discharges were becoming less prevalent as issues were being
picked up earlier but this was a slow process. Having a worker
based with the discharge team was very effective and allowed
for professional relationships to develop.
It also raises
awareness re: carers and increases the identification of carers.
A suggestion was made in relation to identifying young carers
by involving community pharmacies. This work has given an
impetus to changing NHS professionals’ attitudes to carers’
issues.
Group 3
1. GP carers register – this is working due to the enhanced services
contract but the potential for further work may move away when
enhanced contracts no longer apply. This would be a backward step
and therefore should be made mandatory
2. Continue to build on carer awareness
3. E-learning – a must for all
4. More ‘sharing and learning ‘events
5. Carer services need to be funded from mainstream funding –
carers expectations will have been raised
What is working well?




Different areas have good practice. This should be shared for
benefit of carers.
In some areas clinical staff are carrying out carer assessments.
E-learning modules for staff
More information now readily available to carers
Negatives
Trying to access NHS and community staff for carer awareness raising
sessions
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Group 4
What’s working well?
1. The development of carers centres. Partnership working is
greatly improved between public sector partners and voluntary
sector organisations. NHS staff awareness is improving with
referral processes and signposting
2. Having designated carer support workers to refer to and
for signposting works well
3. Important to have better information and training
available for staff, patients and carers
4. Support for young carers is important
There were concerns about spreading good practice and sustainability.
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