Presentation Title Consent & SaBTO Guidelines: 36pt Arial Bold So Far, So Good or So What?

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Presentation Title Consent & SaBTO Guidelines: 36pt Arial Bold So Far, So Good or So What? Sub heading 24pt Arial Simon Goodwin, Specialist Practitioner in Transfusion, 14 th May 2013 An Associated University Hospital of Brighton and Sussex Medical School

What does Consent to Blood Transfusion Mean? Arguably different for different patients / times Severity of illness / impairment HUGE factor Urgency of transfusion Personality / Anxiety / Prior knowledge Countless other factors Consent to Transfusion is inherently flawed / compromised from the start - Aim for optimum consent for that patient at that time An Associated University Hospital of Brighton and Sussex Medical School

The need to be patient focussed No Decision About Me Without Me How can we argue with that? Responsibility of treatment decisions = VERY BIG STRESS The I decide you decide continuum is a long one Supportive Partnership Context Main responsibility must lie with Authorising Clinician / HPC Involve wider MDT Informed Consent = Informed Choice Provide Information by Variety of Approaches

Success depends upon Self Awareness We need to know why we want to champion consent to transfusion understand the complexities to: Directly impact our own practice In-directly influence our colleague s practice We need strong understanding of what we mean by Appropriate Informed Consent We need strong understanding of why we are motivated to promote Appropriate Informed Consent

What are the drivers? General First do no harm! SaBTO includes reference to GMC Accurate information in the Google era Transfusion Centred Promote critical appraisal of the indication to transfuse BCSH Better Blood Transfusion (1998, 2002 & 2007) Safety Cost Legal Case Chester V Afshar (2004): judge ruled patients should be told of any potential risks of their proposed treatment

SaBTO (Advisory Committee on the Safety of Blood, Tissues and Organs) Patient Consent to Blood Transfusion Guidelines & Recommendations

SaBTO Consultation March 2010 initiated public consultation Key Objectives Identify the preferred option for recording consent Explore the potential operational impact of implementing a standardised form of consent for transfusion Confirm what type of information patients should receive Guidelines launched at public meeting October 2011

Key issues identified in Transfusion Practice Patients are not always given information on the risks, benefits, and alternatives to transfusion, or the right to refuse transfusion Patients are not always made aware that they have had a transfusion Patients who are unaware that they have received a transfusion may go on to donate blood when they should not There is inconsistent practice across the UK

SaBTO Summary of 14 Recommendations 14 recommendations / 3 broad categories: Clinical practice: What should be done / hospital policy Recommendations 1-6 Governance: Review of clinical practice Recommendations 7-10 Education: To help support clinical practice Recommendations 11-14

Perhaps the most important: No. 1 Valid consent for blood transfusion should be obtained and documented in the patient's clinical record by the healthcare professional

Important Change recommendation No. 2 There should be a modified form of consent for long term multi-transfused patients, details of which should be explicit in an organisation's consent policy

A nod to easing the process Recommendation No. 3 There should be a standardised information resource for clinicians indicating the key issues to be discussed by the healthcare professional when obtaining valid consent from a patient for a blood transfusion

SaBTO Regulatory Teeth The Care Quality Commission (CQC) and NHS Litigation Authority (NHSLA) and equivalent organisations will be made aware by SaBTO of this consent standard for blood transfusion CQC Essential Standard 2 NHSLA Standards 5.3 and 5.8

National Baseline National Comparative Audit, to be led by Dr Shubha Allard and it is expected that data collection will commence Autumn 2013

What do we know now of the Baseline? So Far So Good?

Consent to Transfusion: Patients & Healthcare Professionals ATTITUDES towards the provision of Blood Transfusion Information. Davis R. Vincent C. Sud A. Noel S. Moss R. Asgheddi M. Abdur-Rahman I. Murphy M Transfusion Medicine. 22(3): 167-172, 2012 June Cross sectional qualitative survey 110 patients 123 Healthcare Professionals 56% Recalled consenting to the transfusion 61% Told they needed a transfusion Only one patient (0.9%) full discussion about benefits and risk took place 75% said they were satisfied with the information provided 20% said they would have liked more details 76% HCPs felt patients were often not given sufficient information Conclusion: Greater effort to provide information on Risks and Benefits Future research into most effective ways to deliver information

Trust in SEC Region Local Audit Consent to Transfusion (March 2013) 80 transfusion episodes Retrospective review of clinical notes NONE complied with Local or National Guidelines 6 / 80 (7.5%) documented discussion RE: Reasons 3 / 80 (3.75%) documented discussion RE: Risks 1 / 80 (1.25%) documented discussion RE: Benefits No documentation of: Previous transfusion history Alternatives Benefits or Expected Outcomes 1 Nurse documented that Patient Information Leaflet provided 70% recorded Hb or Platelet results (? Indication?) 30% No recorded evidence for the transfusion at all.

Welsh Audit into Consent Snapshot audit of clinical notes Distributed to Wales Transfusion Practitioner Network Number of forms returned = 171 Received from 15 hospitals and 139 different locations i.e. Pan Wales

Welsh Audit to Consent Question 1 82% (140) showed a clear reason for the transfusion

Welsh Audit Questions 2 & 3 25% (35 cases) had a record that transfusion had been discussed 14% (20 cases) there was evidence of patients decision

Dartford & Gravesham NHS Trust (Darent Valley Hospital) uses ICP ICP (In place for 8 years) completed by RN or RM Snapshot audit October 2012 239 / 282 (85%) ticked Consent Given 22 / 282 (8%) ticked Consent NOT Given 21 / 282 (7%) Nothing Recorded Consent Recorded in Notes 123 / 239 (51%) recorded 66 / 239 (28%) NOT recorded in notes 50 / 239 (21%) Unknown This is just a tick box, I suspect Consent meant the patient was willing to put out their arm.

SaSH introduced Pre-Transfusion Checklist on Blood Prescription Chart Sep 2011 Local Bedside Practice Audit April 2013 25 Episodes 23 / 25 (92%) Ticked YES to Consent Obtained 2 / 25 (8%) Ticked NO to Consent Obtained Needs focussed audit on Consent to see if genuine Presently at best can be described as aide memoir One patient said she did not know why she was being transfused & her nurses said they did not know why she was being transfused either! What do you suppose the tick box said? Patient Information Leaflets 5 offered / 5 given / 3 N/A = 52% 10 not given = 48%

SEC Trust piloted Pre-Transfusion Checklist Sticker for Clinical Notes Piloted in Haem / Onc Ward, Ambulatory Day Care Unit & Gastro Ward Found Nursing Staff more willing to complete the stickers When pointed out it should be medical staff Met with degree of resistance Time Consuming Why did they have to?? Perceived as Threat to independent professional decision making?

South East Coast Regional Transfusion Committee Informed Consent Action Group

Informed Consent Action Group Taking a realistic and practical approach Keep Simple Maximum Use of Current Resources Create New Specific Resources Find out what the barriers are Plan further course of action once identified

ICAG Resource Plan Promote use of NHSBT patient information leaflets Surgical Pre-Assessment Haematology Clinical Nurse Specialists (+ Haematologists) All Training Sessions Write a one page crib sheet to Support / Promote Consent 4 risk headings Human Error Circulatory Overload Adverse Immune Effects Transfusion Transmitted Infection

ICAG Medical Survey What is preventing better consent to transfusion? Knowledge of Risks? Fear of awkward questions? Time factor? Empirical / Cultural Practice? Not focussed on expected transfusion outcomes? Survey Monkey Promote through RTC Chair Sample from across the hierarchical structure Sample from across specialities Prioritise further approach on findings Recognise this work will be on-going Requires widespread support. Present approach to BBTS (hopefully)

ICAG Members Simon Goodwin: (Project Lead) TP at SaSH Emma Whitmore: Patient Blood Management Practitioner at NHSBT Leslie Delieu: TP at Darent Valley Lisa Dallman: TP at East Kent NHS Trust David Blackwell: TP at Medway Deeban Ratneswaran: FY Doctor at Medway Emily Budge: Final year Medical Student at BSMS Peter Larcombe: Consultant Anaesthetist & Chair of SEC RTC