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Graham C, Käsbauer S, Cooper R, et al. An evaluation of a near real-time survey for improving patients’ experiences of the relational aspects of care: a mixed-methods evaluation. Southampton (UK): NIHR Journals Library; 2018 Mar. (Health Services and Delivery Research, No. 6.15.)

Cover of An evaluation of a near real-time survey for improving patients’ experiences of the relational aspects of care: a mixed-methods evaluation

An evaluation of a near real-time survey for improving patients’ experiences of the relational aspects of care: a mixed-methods evaluation.

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Chapter 4Using near real-time feedback to improve relational aspects of care

Results for research questions 2 and 3: evidence of using near real-time feedback to improve relational aspects of care

Cognitively test survey instrument

During the first round of cognitive testing with 10 patients, six patients said that the survey contained too much repetition or too many redundancies, specifically, that questions 17–19 were near duplicates of each other. The three survey questions are listed as follows:

  • Question 17 – if you had any anxiety or fears about your condition or treatment, has a member of staff discussed them with you?
  • Question 18 – has a member of staff told you about what danger signals regarding your condition or treatment to watch for?
  • Question 19 – if you have felt distressed while in hospital, has a member of staff helped to reassure you?

In addition, four patients felt strongly that questions 7 and 8 were nearly identical:

  • Question 7 – have you been told how to contact the nurses if you needed any help?
  • Question 8 – if you have needed attention, have you been able to get a member of medical or nursing staff to help you?

Taking into account patients’ feedback, the research team removed questions 7 and 19 from the survey instrument. Question 7 was removed as all patients explained that they had been shown how to ring the bell or buzzer to call the nurses. Question 19 was removed as patients found the word ‘distressed’ much more difficult to understand than the wording of similar questions.

The revised survey was then cognitively tested in two subsequent rounds with a total of 20 patients. These 20 patients did not report any duplication or redundancies in the remaining survey questions. No other changes to the survey instrument were suggested by patients or evidenced in their answers in the cognitive testing process.

Answers to question prompts highlighted good, consistent understanding among participants. Detailed and coherent explanations of terms were given from all respondents and consistent responses were observed across the three rounds of cognitive testing. For example, patients provided the following statements when explaining what feeling safe meant to them:

I know where everyone is always and I am looked after.

Patient

You trust staff.

Patient

Well cared for.

Patient

Cognitive testing provided confirmation to the research team that the survey took most patients around 10 minutes to complete.

Volunteer training

Two members of the research team co-led the volunteer training at each case study site. A total of 55 individuals were trained to collect data by the research team. This included a few staff members at each case study site, who then used the training materials to train additional volunteers to collect data as needed.

A practice opportunity was included as part of the training. Volunteers practised administering the tablet-based survey to peers, then administered the survey to patients on study wards. The research team members were available to provide directions and answer any questions. After practice sessions, the volunteers rejoined as a group to debrief and share their experiences of the practice surveys. Based on feedback shared during the debriefing, volunteers thought that the tablets were easy to use and allowed for a user-friendly navigation throughout the survey. Volunteers felt welcomed to the clinical areas by the ward staff and found patients were generally happy to participate and welcomed the opportunity to speak with a volunteer.

During the question and answer session of the meeting, volunteers and trust staff obtained additional clarification on the need to always make the patient information sheet available to all approached patients and the type of help volunteers can give to assist patients in understanding the information presented. Volunteers at one trust also felt that a plain English version of the information sheet was needed for older patients. One volunteer assisted the researchers in designing a plain English version, which was submitted to the Research Ethics Committee as part of a substantial amendment and was subsequently made available to all case study sites. Volunteers also asked for clarification regarding judging patients’ capacity to consent, as this was considered especially important when working with older patients with long-term conditions.

Volunteer diary and interviews

Volunteer diary

A total of 258 respondents completed the diary. The highest percentage of responses was obtained from Poole Hospital NHS Foundation Trust (24.4%), followed by Northern Lincolnshire and Goole NHS Foundation Trust (17.8%). The weeks during which volunteers completed the diary most often were weeks 17 and 32 (both resulting in 12 responses, 4.7%) and the weeks when volunteers completed the diary least often were weeks 1 and 5 (both resulting in one response, 0.4%).

In-person interviews with volunteers

A total of nine volunteers were interviewed across the six case study sites. When asked about their involvement in the project, some of the volunteers stated that they were involved in the initial research study set-up only. Others were involved substantially in data collection for the duration of the project. Some were volunteers with no paid roles in the trust, whereas others were research nurses, who assisted with the study set-up and supplemented data collection when volunteers were not available.

The interviews were audio-recorded and lasted approximately 15–40 minutes. Below is a breakdown of interviews conducted per trust:

  • Hinchingbrooke Healthcare NHS Trust (n = 1)
  • Milton Keynes University Hospital NHS Foundation Trust (n = 3)
  • North Cumbria University Hospitals NHS Trust (n = 0)
  • Northern Lincolnshire and Goole NHS Foundation Trust (n = 1)
  • Poole Hospital NHS Foundation Trust (n = 2)
  • Salisbury NHS Foundation Trust (n = 2).

Typically, when collecting data, volunteers first checked in with staff to make them aware of their presence in an area and check which patients should not be approached to be interviewed because of their health status. Next, volunteers informed the patients of the purpose and nature of the survey, collected informed consent and, if necessary, aided patients in completing the survey on the tablets.

Results

Analysis of the volunteer interviews and diary entries showed frequent overlap between the results of the data sources. Therefore, the results for the volunteer diary are accompanied by supporting statements from the volunteer interviews.

Question 1: speaking with ward managers for patient selection

Of the 258 volunteers who completed the diary, 34.9% found it very easy to speak with the ward managers to determine which patients were suitable for participation in the patient survey. The use of volunteer diaries was considered easy by 30.2% and neither difficult nor easy by 22.5%. Only 7.8% of respondents found it difficult to speak with ward managers and only 0.8% found it very difficult to do so.

Question 2: were patients interested in the survey?

Volunteers were asked to feed back on how interested the patients appeared to be in taking part in the survey. The majority (60.7%) of volunteers reported that patients seemed somewhat interested in taking part in the survey, followed by patients seeming very interested in taking part in the survey (25.6%). Only 4.7% of volunteers reported that patients seemed not interested in taking part in the survey.

Question 3: reasons why patients declined to participate

The most frequent reason for declining to take part in the survey was the patient feeling unwell (40.7%), followed by the volunteer approaching the patient at an inconvenient time (18.6%), lack of interest (17.8%), no reason given (8.5%) and language barriers (3.1%). Other reasons why patients declined to participate were also given (16.0%):

Felt that it would be a bad report as she is very dissatisfied.

Volunteer

Banana more important!

Volunteer

Patient extremely anxious and awaiting crisis team.

Volunteer

Never take part in surveys!

Volunteer

Question 4: patients answering the survey questions

Volunteers also reported that, for the most part, patients found it easy to answer the survey questions (43.9%), with approximately one-third (33.7%) of patients finding it neither difficult nor easy to do so. Thirty-one responses suggested that patients found it very easy to answer the survey questions (12.0%). Only 15 responses suggested that it was difficult for the patients to answer the questions (5.8%) and only two volunteer responses stated that patients found the survey very difficult to answer (0.8%).

Patients’ privacy was also a concern when completing the survey. Often the wards lacked privacy for patients to answer survey questions, causing some patients to feel uneasy when giving negative feedback:

Yeah, you would often see them following the member of staff with their eyes. And they didn’t want to answer the question . . .

Volunteer

Question 5: engaging hard-to-reach patients

Volunteers were asked how easy or difficult they found it to engage hard-to-reach patients to take part in the survey. The most common response was that it was neither difficult nor easy (37.2%) to engage hard-to-reach patients. The proportions of hard-to-reach patients that were reported to be easy or difficult to engage were similar (20.9% and 20.5%, respectively). Fourteen responses reported that it was very difficult (5.4%) to engage hard-to-reach patients, whereas only 11 responses (4.6%) indicated that the volunteers found this aspect very easy.

Question 6: forming relationships with patients

When asked if they were able to form relationships with patients during data collection, the majority of volunteers said that they could form relationships with most patients (46.9%), all patients (24.0%) or some patients (23.6%). In only six cases were volunteers unable to form a relationship with the patient (2.3%).

Question 7: free-text comment

Respondents were asked ‘Please use the box below to tell us about your experiences with data collection this week’. Of the 258 responses to the volunteer diary, 160 responses to this question were given. These experiences provided additional detail to illustrate the answer options selected in response to the previous closed questions in the survey, as well as restating some of the complaints already shared by patients.

Themes

Seven themes were identified in responses. These themes are described below and have been further split into whether or not the experiences were positive, negative or both.

Patient experience and feedback

Comments from volunteers suggest that some patients found their experiences in hospital to be a positive experience and that they reported being happy with their care:

It was interesting to hear from one of the patients who had been in a few years ago say how much better the care they have received this time has been.

Volunteer

[Patients] have shared positive and beneficial [feedback] about the hospital, as well as their health, statements about their care and the outcomes of it.

Volunteer

However, some patients explained to volunteers that their experiences and care while in hospital required much improvement. Some discussions focused on the lack of staff availability, low staff levels and the fact that patients have been unhappy regarding the lack of explanations surrounding their diagnoses, which have impacted negatively on their emotional well-being:

One lady had very negative experiences on the ward. She has no relatives and is anxious about her care. She has asked to speak to the Sister three times but still has not seen her. She has praised all of the foreign nurses, and said that they are very kind, but that some of the English nurses are very hard and not kind.

Volunteer

Concern on [department/ward name redacted] with staffing levels, referred patient to PALS [Patient Advice and Liaison Service].

Volunteer

One patient stated that the professionals had not taken the time to explain the anatomy associated with the diagnosis made as well as treatment. The lack of this knowledge impacted the emotional aspect of the health status of the patient.

Volunteer

Some comments recorded in volunteers’ diaries were positive and some were negative. Negative comments related to concerns about staffing levels and, in one case, the fact that the patient, although happy with the care received, was unhappy with the ward environment:

Feedback was mostly positive, however a recurring comment was how understaffed patients felt the ward is.

Volunteer

Most people are very happy with their treatment and care. But we keep hearing about the noise in the wards at night with patients crying out and shouting while the rest of the patients are trying to sleep!!

Volunteer

Patient recruitment

Volunteers also described their experiences with the recruitment of patients to participate in the survey. Some volunteers reported having no problems in engaging the patients to participate in the survey, often commenting that they seemed ‘keen’ to take part. During an interview, one volunteer explained that, generally, 99.9% of the people were willing to give their opinion:

A very willing sample of patients today!

Volunteer

No problems – all the patients were keen to take part and generally very positive about the ward. Patients were easy to talk to – interviews took longer because of very interesting conversations with patients.

Volunteer

However, some responses suggested that the volunteers also often found it difficult to get patients to participate in the survey. Volunteers learnt that they only had short windows of opportunity to survey the patients, because of protected mealtimes and patient care, causing challenges with recruiting patients. However, in the A&E department there was a different challenge – the faster turnover of patients:

Difficulty with a deaf lady. I had to sit really near to her and enunciate the words clearly. Three patients did not want to complete the survey, looked ill, hot and bothered in the heat of the ward.

Volunteer

Still a problem getting on to some wards before 10.00 a.m. due to patient care time and have to get out for mealtimes which causes a bit of a panic.

Volunteer

Some mixed feedback was also provided in the diary, suggesting that, although volunteers experienced some problems with data collection, in general, it was easy to recruit and engage with patients:

The patients were approachable and unless they felt unwell were happy to participate, although one patient fell asleep part-way through the questionnaire so I had to end that session.

Volunteer

As I am assigned to a ward for hip, knee replacements, etc. There is a quick turnover of patients so there is usually no problem in finding participants. Sometimes there have been very few patients and when some are asleep it can be a wasted visit!

Volunteer

Staff interest and buy-in

Volunteer comments within the diary suggested that levels of staff buy-in of the project can differ (e.g. depending on the ward/department the volunteer is working in). The levels of staff interest or buy-in directly affect the experiences of volunteers.

Substantial staff buy-in is important, as volunteers see staff as fundamental to ensuring that patient recruitment goes smoothly, by directing volunteers to approach the correct patients:

The [department/ward] staff was really friendly and was able to be approached. They guided me to people I can talk to and others I couldn’t which was helpful for me.

Volunteer

Staff very helpful in assisting me with advising me of which patients I could approach with the survey on the [department/ward]. A member of staff on the [department/ward] was extremely helpful and showed me respect.

Volunteer

Despite it being the day of the strike the staff were very accommodating and helpful.

Volunteer

On the other hand, volunteers also explained that some staff acted as barriers towards data collection. Some volunteers reported that staff reacted negatively towards them when entering the ward or department. Partly, this was as a result of staff being suspicious of the data collection or because staff remained unaware of the project and its purpose despite frequent explanations from the volunteers:

One consultant questioned me about the survey and wanted to know why we chose his department, which is one of the top three departments in the country. He felt that relationships with patients are very good in [department/ward], and although it is not perfect, it would be more use to use another ward.

Volunteer

Nursing staff did not seem to think that patients were appropriate for approach. I am not sure that the nursing staff understood my brief.

Volunteer

These barriers were experienced during the first month of data collection only, and were brought to the attention of the site lead, who explained the purpose of the research in more detail to the staff.

Comments on the survey

Feedback in the diary suggested that the majority of volunteers, and some patients, found some survey questions more challenging to answer than other questions. These issues were mainly associated with question repetition, or questions confusing patients because of a lack of understanding or language barriers. Volunteers also reported that patients found the survey to be lengthy:

Question 17 seems to always confuse patients. But other than that it’s very good and easy to communicate and get answers.

Volunteer

Question, ‘have family or carers been informed’ patients found difficult to answer as some didn’t know whether their family had been or not – no option for this answer.

Volunteer

A lady whose first language was not English found some of the vocabulary hard to understand so had to simplify some questions. One person thought the questions needed reviewing as some were repetitive.

Volunteer

However, despite an opinion that the survey requires further review, feedback also suggested that the survey was well constructed. Yet some patients gave vague, non-direct answers that required follow-up from the volunteer:

On the whole well-constructed survey although one or two patients perceived some of the questions to be repetitive.

Volunteer

The questions are straightforward for the patients but, sometimes the patients are too vague with their answers.

Volunteer

Tablet and technology

The majority of volunteers experienced some technological issues with their tablets, which were resolved during the initial 2 months of the data collection. Some volunteers also found their tablets heavy to work with, especially when standing next to patients to hold the tablet on their behalf. However, these issues applied to only two case sites:

I find the tablet heavy to work with. No one seems interested in using it themselves on elderly care – it isn’t familiar or easy for patients who are not lying very comfortably in bed.

Volunteer

Technical difficulties: tablet froze on several occasions or went to friends and family or patient experience demo and unable to get it back to Picker had to wait a while so missed a couple of patients.

Volunteer

Having volunteers to aid patients with the survey meant that patients could still complete the survey if they were hesitant to use the tablets. Volunteers often reported that few patients used tablets. When given a choice between completing the survey themselves and getting aid from the volunteer, patients would often request that the volunteer fill in the survey on their behalf.

Although the tablets provided initial challenges, they were not problematic for the duration of data collection. Generally, tablets were found to be easy to use. Sometimes, volunteers were unsure whether or not survey responses were received by Picker:

Most people found the tablet easy to use with my assistance.

Volunteer

I am a little concerned as to whether all the surveys are sent off properly when we give the iPad [Apple Inc., Cupertino, CA, USA] to the patients to fill in by themselves. And they hand it back to us completed? Otherwise all good.

Volunteer

It was also suggested that the tablets were beneficial to the approach. The electronic devices were generally held in higher regard than paper surveys.

Volunteer benefits

Comments suggested that volunteers generally had a positive experience with data collection and found that they received many benefits from spending time with the patients. These benefits include feeling useful in carrying out an important role, forming relationships with patients, enjoying the opportunity to talk to patients and finding it rewarding and interesting:

I was talking so some older patients and was told some amazing stories while filling out the questions. I helped fill it in as they were not great with the tablets but we built a relationship and had a great time.

Volunteer

Had end-of-life patient in [department/ward]. Had a great conversation with them about their past and they said I made a difference to their day. I felt good and happy.

Volunteer

Plain that many patients on [ward/department name redacted] relish opportunity to talk to someone. The process of the survey often opens memory of long and interesting life experiences. This provides a gratifying sense of usefulness, likely to encourage volunteers to undertake this kind of work.

Volunteer

Other

Other comments that did not align with the previously discussed themes have been grouped into general positive and negative comments. Positive comments mainly described pleasant and generally positive experiences with data collection on the wards and how volunteers can help improve the patient experience by feeding back to staff after data collection. For example, they informed staff of immediate patient needs, such as needing food or water:

Very pleasant experience.

Volunteer

In my opinion and experience I have seen patients have been treated with respect, dignity and compassion.

Volunteer

Relatives helped with two patients especially with one more confused.

Volunteer

Other comments were considered less positive. They detailed that some staff were unaware of how the weekly reports related back to their wards, issues related to data collection, such as ward closures, and that there were generally very few volunteers available to collect patient feedback. For example, one trust relied only on one volunteer to collect data. This was considered challenging, as volunteers felt more pressure to survey patients:

The senior Sister told me that in the weekly report from Picker, she does not know which results are attributed to [department/ward name redacted].

Volunteer

[Department/ward name redacted] became [department/ward name redacted] which was then closed and is now temporarily a discharge lounge, long-term future is unknown.

Volunteer

When asked if they would like to be involved in future NRTF within the trusts, volunteers stated that they would like to see a continued use of the approach. However, there needs to be comprehensive volunteer training and a support system in place for volunteers to use. In addition, volunteers stated that they would like to have the results of the feedback frequently shared with them on a regular basis.

Patient experience data collection

Quantitative analyses

The survey of patient experiences was completed by 3928 patients over a 10-month data collection period. Of these respondents, 22% of surveys were completed at Poole Hospital NHS Foundation Trust, 20% at Salisbury NHS Foundation Trust, 19% at North Cumbria University Hospitals NHS Trust, 15% at Northern Lincolnshire and Goole NHS Foundation Trust, 13% at Hinchingbrooke NHS Trust and 12% at Milton Keynes University Hospital NHS Foundation Trust.

Fifty-five per cent of respondents were female and 45% were male. Twenty-two per cent of respondents were between the ages of 81 and 90 years. The next most common age groups were 71–80 years (20% of respondents) and 61–70 years (14% of respondents). Around 9% of patients were aged between 18 and 30 years and the same proportion were aged 41–50 years. Seven per cent of patients were aged between 31 and 40 years and 7% between 91 and 120 years. In total, 12% of respondents did not report their age.

Nearly all surveys (92.4%) were completed on tablets, with only around 8% of surveys completed at kiosks (7.6%).

After Francis preliminary analyses

Prior to the post-data collection analyses, the following preliminary analyses were conducted:

  • item frequencies
  • analysis of interview length
  • mode of administration
  • measurement properties of the questionnaire
  • assessment of data dimensionality
  • scale analysis
  • reducing the item pool
  • handling missing item responses in the scale
  • unit-level reliability
  • score variation by demographic groups
  • differential item functioning (DIF).

The complete analyses and corresponding results are detailed as follows.

Item frequencies

Item frequencies provide basic information about questionnaire functioning, including completion or ‘skip’ rates, and potential differentiation issues through ‘floor’ or ‘ceiling’ effects.

A ‘point reached’ analysis (Table 14) indicated that just under 95% of respondents (n = 3713) proceeded to the end of the scored survey questions, also known as closed survey questions. Thirty-two respondents did not complete question 20 (Overall, do you feel you have been treated with respect and dignity while in hospital?). Other than that, there appeared to be no particular point at which responses ceased. Refer to Appendix 1 for the full list of survey questions.

TABLE 14

TABLE 14

Last question completed (point reached)

All further analyses were restricted to the 3889 responses deemed ‘useable’ (i.e. having at least four valid responses to scored items).

Basic item frequencies for all scored items are presented in Appendix 2. The highest proportion of ‘skipped’ or missing responses was for question 17 (Has a member of staff told you about what danger signals regarding your condition or treatment to watch for?): 6.2% of cases. For all other questions, at least 95% of respondents recorded an answer.

For two questions, > 90% of respondents gave the same answer:

  • question 18 (During your time in hospital, have staff made you feel safe?) – 90.9% of respondents selected ‘yes, completely’
  • question 20 (Overall, do you feel you have been treated with respect and dignity while in hospital?) – 92.8% of respondents selected ‘yes, all of the time’.

These questions provided limited differentiation in the current sample.

The proportion giving a response of ‘do not know’ was generally low (< 2% of responses). However, for a number of questions, the proportion of respondents indicating that the question was not applicable to them (e.g. ‘I have not asked for help’) was high: these responses are not scored and, therefore, the contribution of these questions to evaluating provider performance is reduced.

Descriptive statistics for the scored items are presented in Table 15. Refer to Appendix 1 for the full list of question and answer options. Five items had very high mean scores (> 90): questions 3, 4, 10, 18 and 20. For all items, the mean score was < 1 standard deviation (SD) from the scale maximum (range 0.26–0.88 SDs).

TABLE 15

TABLE 15

Descriptive statistics for scored items

Analysis of interview length

Interview length is an aspect of usability. Statistics for the time taken to complete the questionnaire and the mean time per question are shown in Table 16, both overall and split by mode of administration. These times are broken down in Table 17 by who completed the questionnaire. For these analyses, data were restricted to questionnaire sessions that started and finished on the same day, to avoid problems caused by data not being submitted directly on completion.

TABLE 16

TABLE 16

Time to complete questionnaire with mean time per question by mode of administration

TABLE 17

TABLE 17

Time (minutes) to complete questionnaire with mean time per question by respondent type

Mode of administration

The survey was completed by 295 patients using kiosks and by 3575 patients using the tablets (see Table 16). Two case study sites started with kiosks and tablets and then switched to using tablets only as kiosks did not yield sufficient responses despite staff directing patients to them. Owing to the low number of responses obtained from the kiosks, further analyses comparing differences in responses by mode of administration were not conducted.

Measurement properties of the questionnaire

It was the intention of the study to use composite patient experience scores based on multiple questions to measure provider performance. In evaluating a composite score computed from data across a number of items, there are two questions that should be addressed:

  1. Does the composite score measure (essentially) one aspect of experience?
  2. How well does it measure that aspect of experience?

If a score does not relate to a single aspect of experience, the score cannot be interpreted unambiguously. This is the question of dimensionality, which is a necessary but not sufficient condition for valid score interpretation. The second point concerns how precisely the score measures that aspect of experience or, equivalently, the extent to which it is free of measurement error, and this is the question of reliability.

Both dimensionality and reliability are properties of the responses, rather than of the questionnaire itself, and are sample dependent.

Assessment of data dimensionality

The number of major constructs (aspects of experience) being measured using the questionnaire was investigated by examining the underlying dimensionality of the responses. This was carried out using exploratory factor analysis.48 The analysis was intended to identify a parsimonious set of latent variables that account for as much of the variance among the individual question responses as possible.

Accurate factor analysis requires complete data, otherwise biases can be introduced. Because of the number of missing item scores (only 609 respondents completed every scored item), multiple imputation of the item scores was used to substitute plausible values for the missing scores.40 Five data imputations were carried out using AmeliaView v1.7.4 (Honaker J, King G, Blackwell M, Harvard University, Cambridge, MA, USA). An inter-item polychoric correlation matrix was computed for each of the five complete data sets and the mean of the five matrices was used for factor analysis.

The correlation matrix was subject to two respected tests of dimensionality41 using Factor v10.3. The first test was parallel analysis, in which data eigenvalues are compared with those that would be obtained from random data (essentially a signal-to-noise analysis). The second was Velicer’s MAP test, which seeks to minimise the amount of residual variance after different numbers of factors are extracted. Both approaches were in agreement, indicating that the data were essentially unidimensional. Additionally, the first factor was found to account for > 50% of total item variance, almost 10 times that of the second factor, a further indicator of essential unidimensionality.

One factor was therefore extracted using unweighted least-squares factoring. Key analysis output is reported in Appendix 3. Model fit was good by some indices (GFI/AGFI > 0.95; RMSR < 0.05), but not according to others. Factor loadings were generally high, that is, all were > 0.4 and all but two were > 0.5.

Scale analysis

Reliability coefficients indicate how well a score differentiates between cases that differ in whatever construct the score is measuring. Reliability can be measured at the respondent level (how well a score differentiates levels of experience of individual patients) or at the group level (how well a score differentiates between wards or other units in terms of the experience of their patients).

The loadings from the factor analysis were used to analyse the overall respondent-level reliability of a single scale derived from all the items and the contribution of the individual items to reliability. Reliability was evaluated using Cronbach’s alpha and McDonald’s omega (a more general coefficient, of which alpha is a special case when certain restrictive conditions apply).42 Item contribution to reliability was evaluated using McDonald’s 42 item information index (the ratio of communality to uniqueness) (Table 18). The ratio increases as the item’s contribution increases. Refer to Appendix 1 for a full list of survey questions.

TABLE 18

TABLE 18

Item factor loadings and information

The overall reliability was very high, indicating that different levels of individual experience could be distinguished with high precision. Two items with relatively low loadings (questions 12 and 17) did not contribute to reliability, and overall reliability could be improved by a very small increment if these were excluded from the scale. Question 17 was subsequently removed from the scale; however, question 12 was kept.

Reducing the item pool

Taking into account the extent of missing or non-evaluative item data, and qualitative information from cognitive interviews and other feedback on use of the questions, it was decided to remove question 9 (Have staff responded quickly when you ask for help?), question 16 (Has a member of staff answered your questions in a way that you could easily understand?) and question 17 (If you have had any anxiety or fears about your condition or treatment, has a member of staff discussed them with you?) from contributing to the overall score.

The exploratory factor analysis was rerun using the reduced item set (see Appendix 4). The key output is given in Appendix 5 and factor loadings in Table 19. The results from the analysis were virtually identical to those from the earlier analysis incorporating all items. Refer to Appendix 1 for the full list of survey questions.

TABLE 19

TABLE 19

Item factor loadings and information (reduced item set)

The retained items included some with a relatively large number of missing data, which presented potential problems in the computation of an overall score; only 1561 cases had complete data on the reduced item set. It was therefore decided to test a short form of the scale using only items with at least a 95% response and to compare this with the full scale.

Scale statistics are reported in Table 20. Figure 3 shows the relationship between the two forms for cases with complete data on both the long and short forms.

TABLE 20

TABLE 20

Scale descriptive statistics

FIGURE 3. Scatterplot of long- and short-form scores.

FIGURE 3

Scatterplot of long- and short-form scores.

The differences between the two scales were assessed using a paired-samples t-test. The difference was statistically significant in raw score form [t = –8.017, degrees of freedom (df) = 1560; p < 0.0005], but not when both scales were standardised (t = 1.304, df = 1560; p = 0.192). Agreement between the scales was measured using the intraclass correlation coefficients for consistency (0.976) and exact agreement (0.975) and for ordinal agreement using Spearman’s ρ (0.945).49

The level of consistency between the two forms was high and considered sufficient for overall scores to be based on the short form of the questionnaire. Respondent-level reliability for the short form was estimated from the factor loadings (see Table 19) as Cronbach’s α was 0.944 and McDonald’s ω was 0.945. Incorporating the scale data from Table 20, this gives a standard error (SE) of measurement of 3.74 and a 95% confidence band between 81.4 and 96.1 for a score at the sample mean. Refer to Appendix 1 for the full list of survey questions.

The item–total correlations for this scale are reported in Table 21.

TABLE 21

TABLE 21

Item–total correlations for short form

Handling missing item responses in the scale

Although the items selected for the overall score had high completion rates, it was necessary to determine a rule for how missing item responses are handled in score computation, in order to optimise data use. The options considered were to take the mean of the completed items (regardless of the extent of missing data); impose a minimum of six items completed; impose a minimum of eight items completed; replace missing responses with the survey mean; or replace missing responses with the ward mean. Each of these approaches involves some kind of imputation (either at the case level or the group level) and has attendant advantages and disadvantages. It was therefore necessary to balance minimisation of data loss and distortion of the score and its variance.

The relationships between these alternatives were explored using scatterplot matrices and intraclass correlations for exact agreement49 (see Appendix 6). The agreement measures were high for all comparisons, but the scatterplots showed that discrepancy at the individual level was large for some cases when comparing the imputation approaches with the most liberal approach to averaging the item scores. This discrepancy decreased as the tolerance of missing items was reduced. The eight-item minimum rule produced the highest correspondence with the imputation methods, making the process of averaging the survey items effectively redundant.

As the extent of data loss was small with this approach (about 3% of cases), the decision was made to adopt the rule of requiring scores to be present for at least 8 out of 12 items for these to be averaged in computing the overall score.

Unit-level reliability

Reliability of scores at the unit (ward) level was estimated using the generalisability theory approach.50 This relates to the capability of distinguishing differing levels of performance at the unit level, using scores on the short form calculated at the patient level and then aggregated to the ward level. Data for the 12 short-form items were entered in a three-level variance components model, with item responses nested within respondents within wards.51 Variance estimates at each level were obtained using MLwiN v2.36 (MLwiN, Centre for Multilevel Modelling, Bristol, UK).

Generalisability theory follows the same classical ‘true score’ measurement model as for respondent-level reliability and seeks to estimate the proportion of overall variance that is ‘true’ variance between (in this case) wards. This affords both an estimate of unit-level reliability for the study (based on the harmonic mean numbers of respondents per ward and items per respondent) and also a minimum number of respondents required to achieve a threshold reliability of 0.80. The results of this analysis are reported in Table 22.

TABLE 22

TABLE 22

Generalisability analysis

Score variation by demographic groups

Variation in the overall score was investigated using a multilevel regression model with ward as a random effect and with indicators for the various demographic factors entered as main effects. This approach enabled all demographic variables to be taken into account when assessing the effects of each.

The variable groups entered were who completed the questionnaire; patient sex; patient age group; presence of long-term health condition(s); and ethnic group. Within each factor, there were groups whose score differed significantly from the reference group. In some groups – particularly those for ethnicity – numbers were very small and the coefficient estimates must therefore be regarded as tentative. Estimates for the fixed effects were obtained using MLwiN and are reported in full in Appendix 7. A chart of the score differences associated with each demographic factor is shown in Figure 4.

FIGURE 4. Score differences associated with demographic factors.

FIGURE 4

Score differences associated with demographic factors.

Differential item functioning

Differential item functioning is concerned with score differences at the question level: whether or not certain groups respond differently to a particular question. This is examined by conditioning score differences between a ‘focal’ group and a reference group on their overall scale score.52 Two types of DIF are possible: uniform DIF shows a consistent difference between focal and reference group responses; and non-uniform DIF describes a difference in one direction for high scores and a difference in the opposite direction for low scores.

The analysis was applied to two grouping variables that were of particular interest in use of the overall score. These were (1) the use of a proxy respondent and (2) white British compared with other ethnicities. All else being equal, and taking overall experience into account, we would hope to see no difference in the score allocated to a given item between the patient themselves and a friend or relative responding on their behalf, or between a patient of white British ethnicity and one of another ethnic group. For the purposes of this analysis, joint responses completed by a friend/relative or the volunteer in conjunction with the patient were excluded.

The method used followed closely that recommended by Zumbo.52 This involves a sequence of three ordinal logistic regression models in which the response to a selected question is conditioned (1) on the overall scale score, (2) on the scale score and a group membership indicator and (3) on the scale score, group indicator and the interaction between these. An item is considered to show DIF if (a) there is a significant improvement in model fit between models 1 and 3 (p < 0.01) and (b) the magnitude of the effect is greater than a recommended threshold (> 0.13 increase in the pseudo-R2 index). The analyses were conducted using the PLUM procedure in IBM SPSS Statistics v23 (IBM Corporation, Armonk, NY, USA). Two pseudo-R2 indices were examined: the Nagelkerke and McFadden indices.

None of the questions showed evidence of substantive DIF according to these criteria, for either grouping variable. One question showed a statistically significant, but small, effect for both comparisons: question 2 (Have staff taken the opportunity to learn about you as a patient?). Estimated adjusted mean scores for this question, controlling for overall score, are given in Tables 23 and 24. Similarly, question 6 (During your time in hospital, have you had enough contact with staff?) showed a small but statistically significant effect for respondent type. The estimated mean scores are shown in Table 25. Additional results are presented in Appendices 8 and 9.

TABLE 23

TABLE 23

Survey question 2 score by respondent ethnicity

TABLE 24

TABLE 24

Survey question 2 score by who filled in the questionnaire

TABLE 25

TABLE 25

Survey question 6 score by who filled in the questionnaire

After Francis results analysis, following the validation study

Following the preliminary analyses, an analysis of the impact of the intervention was conducted first at the whole-study level, then at the individual ward level. The main focus of the analysis was the overall score and the difference between scores at the baseline ‘pre-intervention’ period (weeks 1–18) and the ‘post-intervention’ period (weeks 21–43).

Results at the study level

Figure 5 shows the trajectory of scores for the survey as a whole, calculated as the mean of the ward-level means. The source data are in Appendix 10. The chart also shows a 95% confidence interval (CI) for the null hypothesis of no overall change in scores for the 11 months. The general trend for the score is upwards, although mostly it remains within the CI.

FIGURE 5. Trend in overall score for whole survey.

FIGURE 5

Trend in overall score for whole survey. LCL, lower confidence limit; UCL, upper confidence limit.

Results for the whole study were analysed using a multilevel regression model of the overall score, with ward as level 3, respondent as level 2 and item score as level 1 in the model. Modelling was done using MLwiN v2.36. Fixed effects were entered for items and for the results period (pre or post intervention). The relevant model terms are presented in Table 26 and show a small but statistically significant effect for the intervention term.

TABLE 26

TABLE 26

Multilevel model of pre- and post-intervention scores

Results at ward level

Ward-level results were analysed using t-tests of the score difference between the pre- and post-intervention periods (see Appendix 11).

The large majority of differences were positive: the post-intervention score was higher than the baseline. However, very few of these differences were statistically significant at a p-value of < 0.05. It should be noted that a number of the samples did not reach the recommended minimum of 36 responses required for unit-level reliability of 0.80.

Qualitative analyses

Overall, 1429 free-text comments were analysed from the patient experience survey. The greatest number of comments were provided by North Cumbria University Hospitals NHS Trust (n = 324), followed by Salisbury NHS Foundation Trust (n = 299), Poole Hospital NHS Foundation Trust (n = 245), Hinchingbrooke Healthcare NHS Foundation Trust (n = 238), Milton Keynes University Hospital NHS Foundation Trust (n = 171) and Northern Lincolnshire and Goole NHS Foundation Trust (n = 152).

Thematic analysis was used to code all 1429 comments. The following key themes were highlighted within patient comments.

Quality of care

Generally, patients who provided a comment reported that they experienced good-quality care. Specifically, feedback on care was related to the care provided by staff, rather than their overall experiences of care. Staff were mostly found to be helpful, compassionate, kind and caring. Many patients left a thank-you comment at the end of the survey, which reflected their positive experience of care:

I am very happy, we had a laugh last night.

Patient

The nursing staff have been amazing, kind, caring and thoughtful.

Patient

However, some patients fed back that the quality of care received was lower than expected. In particular, some patients felt that staff appeared unfriendly. Agency, night and reception staff were often perceived to provide a lower standard of care:

Reception staff were unfriendly, rude and dismissive.

Patient

There is a nurse who never smiles.

Patient

X-ray staff member very rude. 7-year-old scared to go in on her own as mum had a newborn and she huffed and puffed and told her to hurry as others waiting!

Patient

Poor care. Left in your urine and left with no dignity . . . Nurses not caring enough and don’t check on you enough.

Patient

One member of staff did not like me and I was scared of her.

Patient

Some patients also highlighted that their care staff seemed to lack knowledge, confidence and ability to perform their duties:

One nurse did not know what coeliac meant.

Patient

Staff did not really understand mental health. [I was] made to feel uncomfortable.

Patient

Not enough contact with doctors or nurses

At times, patients felt that they had too little contact with staff, especially with the doctor in charge of their care. However, patients also recognised that the nurses were often overworked and so could not always attend to their needs immediately:

I have not met the consultant named on the board by my bed and I have been here 2 months.

Patient

I haven’t seen a doctor for 3 days to discuss my health.

Patient

Not seen much of the doctors. Staff are very busy but come over as quick as they can.

Patient

The nurse who dealt with me was clearly not very interested in me as a person, seem to give me minimum contact.

Patient

Involved in decisions about care

Some patients reported that they did not feel as involved as they would like to be, if at all, in decisions regarding their care. In one case, a patient stated that family and doctors had seemingly made decisions without their involvement:

Don’t always feel involved as much as I would like.

Patient

Cross that family have apparently taken control of decisions about where she will live on discharge.

Patient, as reported by volunteer assisting with data collections

On the other hand, one patient did report that doctors had considered them to be an expert in their condition and complex health needs, so always consulted the patient in care decisions:

The doctors have been really good at treating me as an expert patient due to my complex health needs and have consulted me in regards to my treatment and what I would like to do.

Patient

Communication

Patients referencing communication varied in their feedback. Some frequently shared that the communication they experienced was not acceptable. Patients often felt that the information they were given regarding their health was not clear, or was seriously lacking in content, leaving them confused and without the opportunity to ask questions to gain a better understanding of their situation.

Some patients also reported witnessing discussions between staff members, which came across as unprofessional and made them uneasy:

Staff complain about being short-handed which is alarming for a patient.

Patient

Last night I was very upset by a female member of staff after my other [half] asked her at reception for a bottle for urine. She came to my bedside and said that I should be using the call button . . . She then told the nurse in charge of our care to look after her patients better in front of us. Very unprofessional.

Patient

Communication between departments was also erratic at times, causing problems and uncertainty for patients about their treatment, medication, dietary needs or care after discharge:

Mealtimes are quite erratic which is not good for a diabetic. There seemed to be a mix up and they did not know I was diabetic.

Patient

Contact with social services to enable timely discharge has been impossible.

Patient

The medicine I take at home wasn’t given to me correctly at the hospital for the duration of my stay.

Patient

On the other hand, some patients responded that levels of communication between members of staff, and between the staff and patient, were excellent. They reported being well informed about their condition and care, that family members were kept updated and that staff answered any questions they had.

Isolation

In their feedback, some patients spoke of feeling isolated during their stay in hospital. Patients described being left alone, frequently commenting that the nurses were too busy to spend time with them:

They don’t listen. No one talks to you. You sit all day. No one comes around.

Patient

However, this was not the case for all patients, as some fed back that their care staff were always happy to spend time with them and get to know them and took an interest in them as people, not patients:

We chat, we laugh. In a roundabout way you get to know them very well. I feel very relaxed about talking about ‘personal’ things without any blushing.

Patient

They were there for me morning, noon and night . . . never felt alone always someone to talk to.

Patient

Hygiene

Hygiene was also briefly mentioned in some feedback provided by patients. In particular, a few patients noted that student nurses did not always adhere to hygiene and infection control practices, and one patient stated that they had not received the personal hygiene care that they would have liked:

Had feet washed [today] for first time since admission.

Patient

Staffing levels

In their comments, several patients reported on the visible lack of staff during their hospital stay, stating that staff often look ‘busy’ or ‘rushed off their feet’. In particular, patients perceived that there were often not enough staff at night. Patients mostly recognised that staff were unable to spend time with them because they were overworked and understaffed:

Sometimes short staffed this is no problem to me but it does sometimes effect how much time they can spend with you.

Patient

Short staffed on here but they do their best.

Patient

Language barriers

Difficulties in understanding care staff as a result of language barriers were also cited by patients. Specifically, patients reported having difficulty understanding what was being said to them during conversations with foreign staff with unfamiliar accents:

Difficulty at times understanding some of the overseas staff.

Patient

Discharge

Discharge was also identified as an area of care with which some patients were dissatisfied. Reasons included being discharged with little to no notice or too much advance notice:

I was told I could go home 2 days ago.

Patient

Discharged with little notice which made the patient very anxious.

Patient

Call bells and waiting times

Comments received in the patient experience survey also described longer than expected waiting times in A&E, as well as on wards, once the call bell had been used. The wait on wards, at times, left patients in an undignified situation because they were unable to attend the bathroom. The wait in A&E – while understandably long – was found to cause some patients distress:

Having broken foot to the extent where my foot was black, in pain and crying, I was left for 7 hours before having my cast on, my treatment was unpleasant and cost me almost losing my foot.

Patient

Patient next to me wet the bed because staff took too long to help her at night.

Patient

Similarly, one patient highlighted that the check-in process at reception can be lengthy:

[On] one occasion, after pushing the buzzer for 15 minutes and getting no assistance I resorted to picking my mobile phone and calling the main hospital, asking to be connected to [ward].

Patient

However, although waiting times were frequently commented on, most patients understood that the long waiting time to be seen on wards was related to staff being busy and acknowledged that they would usually be seen when staff were available.

Food

Generally, feedback regarding the food provided during the hospital stay was positive, with statements suggesting that food was always served warm and that choices which catered to different dietary needs were offered.

On the other hand, some patients reported that the food should be of a better quality. For instance, it was sometimes described as tasteless, cold and often ‘stuck to the plate’. Similarly, patients described that they often did not receive regular meals or were completely missed on food rounds because they were in a side room:

Only meal I got offered was breakfast this morning. I arrived via ambulance at 14.00 yesterday.

Patient

Environment

Feedback describing the hospital environment was predominantly negative, with many patients stating that it was unclean and noisy. Similarly, some patients requested that equipment be installed (e.g. handrails in bathrooms) or stated that their beds were uncomfortable. In addition, some patients were not comfortable with being on a mixed-sex ward; some who wanted to be moved had their request denied because of a lack of beds on single-sex wards. Other concerns raised related to the lack of entertainment, such as radios, or the fact that the TVs were broken or too expensive to use. Other requests were simple, such as requests for air-fresheners, more wheelchairs and access to more pillows.

Comments regarding the survey

Feedback on the questionnaire was also given by some patients. Comments referred to some repetition within survey questions and that many questions should be split between nursing staff and doctors to make it easier to give an accurate response. One comment also suggested that the tablet was a little awkward to use. Positive feedback was also given on the survey, with patients praising it as an excellent tool to improve health care.

Participatory workshops

Findings from the first workshops

The first round of participatory workshops was attended by 8–15 participants at each site, with the exception of one case study site, where no participants attended the event because of lack of availability. The following sections detail the challenges experienced by the case study sites during the first 3 months of the patient experience data collection, as well as the areas for improvement identified in the action-planning activities.

Data collection challenges encountered

Staff at some sites explained that weekly results from patient experience data collection were not shared with nurses on the participating wards or departments. Some matrons found the weekly reports ‘too time-consuming’ to read or ‘too difficult to understand’ and did not cascade them down to their staff. In addition, ward staff were not given sufficient time to review the weekly reports as part of their regular duties. Hence, the case study sites requested a printable dashboard report page that could provide them with an overview of progress and allow them to quickly identify any areas that received lower scores.

At this time, staff were unaware if any changes or improvements had already been made based on the collected patient experience feedback. With the exception of staff from one case study site, all workshop participants found that the research project at their trust needed more management and leadership support in order to drive improvements. Patient experience boards, if available, should also be informed of the research and involved where possible.

The two case study sites using stationary kiosks in the A&E departments found that these did not generate a comparable number of data to those generated by the tablet-based approach, despite staff directing patients to use the equipment.

Some sites found that they did not have sufficient volunteers to continue with the data collection, as some of the initially trained volunteers stopped collecting data for the project. Volunteers stopped data collection because of personal preferences or being asked to move on to other tasks by the trust. Some volunteers also found it difficult to access the wards as a result of ‘protected times’, such as mealtimes.

Areas for improvement

Communication between staff and patients was a common theme for improvement identified by case study sites. Specifically, not all patients understood their conditions, treatment plans and medications, although these had been communicated to them by their doctors. Strategies or action points developed to improve communication and understanding included spot checks of consultants to gauge patients’ understanding, nurses restating or explaining again what consultants had previously described to a patient and consultants providing information to patients in writing. Staff introductions were also reintroduced as an area of focus to help patients feel more informed. Some sites planned a fortnightly coffee hour with the matron when families and patients could discuss any questions in a safe and supportive environment.

Management of patient expectations was also seen as an area for improvement for the case study sites. Specifically, staff wanted to make patients more aware of what they could expect from their hospital stay and how long it generally takes before call bells are answered.

In addition to improving staff communication with patients, staff across the sites identified a need for greater engagement of the participating ward/department staff with the project. Staff suggested that involvement of the trust leadership and the inclusion of key stakeholders, such as patient experience board members, could encourage staff to actively engage with the project and utilise the collected patient experience data. By including the project on a trust’s quality agenda, continued engagement and sustainable changes could be fostered.

Staff also planned to share the patient feedback with each other as part of regularly scheduled monthly ward meetings. Wards recognised the need to integrate the results from this research with areas for improvement identified through other feedback collected at the trust, such as the FFT, informal feedback and call bell response time audits.

Findings from the second workshops

A second round of participatory workshops was conducted after the data collection for the patient experience survey had been completed. Four of the six case sites were able to release a sufficient number of staff from their regular duties to attend a workshop. The discussions and findings from the workshops build on the experiences of staff and action plans for improvement derived during the first round of participatory workshops for staff.

The workshops were held on the following dates:

  • Hinchingbrooke Healthcare NHS Trust, 19 September 2016
  • North Cumbria University Hospitals NHS Trust, 29 September 2016
  • Northern Lincolnshire and Goole NHS Foundation Trust, 21 September 2016
  • Poole Hospital NHS Foundation Trust, 30 September 2016.

Discussions during the events aimed to gather feedback on the implementation of the patient experience survey. The sections below outline the thoughts shared at the events, which are organised into four sections to describe challenges faced, their resolutions, factors that made the NRTF approach a success and improvement efforts based on the weekly patient feedback.

Challenges faced
Data collection

Staff at the case study sites reported that their teams experienced a variety of challenges related to data collection. First, it was difficult for the trusts to maintain volunteer engagement throughout the 10-month patient data collection period. Wards and A&E departments were busy areas and volunteers sometimes felt they were ‘in the way’. At times, staff were found to be ‘quite aggressive’ when approached to determine which patients could be surveyed. Volunteers could be seen as presenting an additional task during an ‘already busy time’.

Privacy, survey fatigue and resurveying patients were also found to be issues when collecting data, especially on the wards. Staff on wards often did not receive notice of when the volunteers were expected to come. Volunteers learnt that certain times of the day, such as mornings and mealtimes, were generally not suitable times to collect data.

The use of stationary kiosks in A&E departments was difficult, as patients rarely used the kiosks despite being directed to them by staff. Staff also found it challenging to maintain the functionality of the kiosks and to ensure that patients completed surveys at the end rather than at the beginning of their visit.

Using patient feedback

Staff also reported challenges affecting their use of the weekly patient experience feedback. In general, staff found the weekly reports to be difficult to navigate and understand as they provided a great level of detail. Staff preferred to see only data for their ward or department, otherwise ‘there was too much data to look at’. ‘Flat files’ were preferred over ‘interactive reporting documents’.

Despite their organisations’ receipt of weekly reports, staff reported a delay in getting feedback to wards. Lack of communication within the trusts themselves inhibited the ‘regular trickledown’ of results to the wards/departments involved. Therefore, results were no longer available to some areas in near real time.

Engagement of staff with the project on participating wards and departments developed over the course of the initial months. In retrospect, some staff reported an initial ‘suspicion that the project was there to criticise them’.

Addressing challenges

To address the challenges described above, staff derived strategies to ensure the success of the NRTF approach.

Data collection

To address volunteer retention and engagement, staff recognised the need for continuous volunteer recruitment. As the data collection role is not suitable for all volunteers, the use of a job description or person specification was suggested to recruit specifically for this role. To maintain continuous engagement, ongoing volunteer support was key. However, the ‘right type of volunteer’ was needed for the data collection task.

Using patient feedback

Staff recognised that a substantial amount of patient experience feedback was being collected in each organisation, but the capacity to reflect on and use the data was lacking. Some staff suggested that, in retrospect, it might have been better to hold shorter weekly rapid staff briefings on each ward or department. NRTF results could be presented every week as part of these meetings so they can be used immediately. It was suggested that volunteers should be included in these presentations as they already understand the results through their interactions with patients during data collection. Staff also suggested sharing results by displaying posters showing an infographic on wards. One case study site decided to create a new post, ‘head of patient experience and clinical operations’, to provide additional capacity to review and use ongoing patient experience feedback.

Factors that make the near real-time feedback approach a success

Staff noted several factors that contribute towards the success of a NRTF approach to improving compassionate care. To reduce the burden of data collection for volunteers and patients, staff suggested the use of a shorter survey instrument. In addition, some suggested that each survey question should only have two instead of three answer options to facilitate recall.

To maintain volunteer engagement, recruitment efforts should target volunteers who wish to use technology and approach patients to collect patient feedback. This purposive recruitment is anticipated to contribute towards volunteer retention and provide greater benefits to volunteers.

The weekly reports should have an ‘at a glance’ section with graphs. Staff would like to see a single page with graphs and pictures that clearly highlight where improvements are needed.

Although the project was predominantly administered by R&D teams, retrospectively staff recognised that it should have been in the domain of the quality matrons and operational matrons to drive trust engagement. There should be involvement from everyone, at all levels of the trust. One staff member said, ‘We bought into the research as a trust but there should have been more done on a trust level, more board interaction, as opposed to having it purely in R&D’s domain’. Senior management also need to provide support, as the majority of staff did not have supporting professional activity time to review data, action plan and implement changes.

Improvement efforts based on weekly reports
Communication

In most trusts, staff introductions were revisited with the help of the ‘Hello, my name is . . .’ campaign. Similarly, staff were now more aware of the need to inform patients about their conditions on multiple occasions and took the time to give patients the information they needed.

To communicate staff availability, one trust began displaying staff numbers on electronic screens so that patients could see how many staff are currently available. Although this was not a relational aspect of care that we set out to capture in the survey, it was frequently mentioned in response to the open-ended question and staff addressed it nevertheless.

Staff often felt that patient expectations were not realistic; for example, patients often felt that the discharge process took too long. Therefore, patients were informed about the purpose of the discharge process to explain why it can be lengthy.

Based on responses to the patient experience survey, some trusts carried out an audit of call bell times and began placing a nurse in the bay at all times. However, they did not have the resources to fund this permanently, so they placed a sign visible to patients, stating the average time of a call bell response.

Staff survey

Tables 2757 present the results of the staff surveys carried out pre and post patient experience data collection. As the survey administered post data collection had a reduced number of questions (to increase staff participation), for a number of questions only pre-patient data collection results are displayed. For tables showing a breakdown of results by study and control wards/departments for both pre and post data collection of staff surveys, see Appendix 12.

It is important to note that, for any question with multiple-choice answer options, the percentages are calculated separately for each answer option. Therefore, the percentage and number of responses for the question as a whole can exceed the total number of responses received.

A total of 71 respondents completed the staff survey pre patient data collection. The greatest proportion of responses were obtained from Salisbury NHS Foundation Trust (33.8%), followed by Hinchingbrooke Healthcare NHS Trust (28.2%). Only two respondents (2.8%) who participated in the survey were from Northern Lincolnshire and Goole NHS Foundation Trust (Table 27).

TABLE 27

TABLE 27

Staff survey responses per trust: percentage (number) of total responses

Of the 71 staff members who completed the survey pre data collection, 42 worked on the study wards and departments involved in the project and 29 worked on the control wards. The control wards were not involved with any other aspects of the After Francis research project.

A total of 178 respondents completed the survey post patient data collection. The largest proportion of responses were obtained from Northern Lincolnshire and Goole NHS Foundation Trust (29.2%), followed by Poole Hospital NHS Foundation Trust (28.1%). Only three respondents (1.7%) who participated in the survey were from North Cumbria University Hospitals NHS Trust and no responses were obtained from Milton Keynes University Hospital NHS Foundation Trust (see Table 27).

Post data collection, of the 178 staff who completed the survey, six staff members did not want to identify which ward they worked on, leaving a total of 172 responses. Of these, 113 staff were on the study wards and 59 were on the control wards.

Data collection at trust level

Types of patient experience data collected

The first questions in the staff survey focused on patient experience data collected at the trust level (Table 28). Staff were asked to indicate the types of patient experience data that had been collected, at their trust, during the current year.

TABLE 28

TABLE 28

Staff awareness of patient experience data collection (pre data collection only)

Pre data collection, staff most frequently reported the collection of patient experience data through national surveys (84.5%), followed by informal patient feedback (60.6%) and bespoke surveys developed exclusively for their ward, department or hospital (56.3%). Other patient experience feedback collected by the trust was highlighted:

Formal anonymised 360-degree feedback from a random sample of my patients for my revalidation.

Staff member

Methods used to collect patient experience data

Staff were asked about the methods used in their trusts to collect patient experience feedback (Table 29). The most common method was comment cards, reported by 88.7% of respondents, followed by conversations, reported by 50.7%. Only 4.2% of staff said that tablet-based surveys were used to collect patient experience feedback. Other methods used to collect patient feedback reported by staff were the use of tokens in boxes and a wipe board on which to record comments.

TABLE 29

TABLE 29

Staff awareness of patient experience data collection methods (pre data collection only)

Focus of patient experience data

Staff also specified that most patient experience data collected focused on recommendations to family and friends (87.3%), relationships with staff, such as being treated with kindness, dignity and respect (76.1%), and interactions with staff (69.0%) (Table 30).

TABLE 30

TABLE 30

Focus of patient experience data collection (pre data collection only)

Additional aspects of the patient experience, captured by data collection, were specified:

All aspects of stroke – patients are invited to comment on everything and anything.

Staff member

Meals and nutrition.

Staff member

General comments, such as ‘what we can improve and what we did well’.

Staff member

Timing of data collection

Staff were asked at what points within the patient journey feedback is collected (Table 31). For the pre-patient data collection survey, one-third of staff reported that data are collected during the patient’s stay (33.8%) and 25.4% said that data are collected at all points of the patients’ journey. Only 2.8% of staff said that data are collected on a patient’s admission to hospital.

TABLE 31

TABLE 31

Time point of patient experience data collection

The post-data collection survey showed similar results, with again around one-third of respondents saying that most patient experience data collection is carried out during the patient’s stay (35.4%). This was followed by 23.6% saying that collection are carried out at all points of the patient’s journey. Again, admission to the hospital was the least reported time point for data collection (7.9%).

Other data collection points reported by staff were at the point of discharge or shortly before discharge.

Data collection at the ward or department level

Types of patient experience data collected

Staff were asked to indicate the types of patient experience data collected on their ward or department during the past year (Table 32). Similar results were reported in both the pre- and post-data collection surveys.

TABLE 32

TABLE 32

Types of patient experience data collection employed on wards

The majority of staff specified that national surveys were used (81.7%, pre; 62.4%, post), followed by informal patient feedback (52.1%, pre; 60.1%, post). Other types of patient data collection at the ward/department level were stated as:

Personal letters/cards.

Staff member

Suggestions box.

Staff member

Methods used to collect patient experience data

Staff were asked to describe the methods used to collect patient feedback during the current year. Similar responses were given pre and post data collection (Table 33). Comment cards were mentioned by the majority of staff (83.1%, pre; 88.2%, post), followed by conversations (49.3%, pre; 58.4%, post) and paper surveys (26.8%, pre; 32.6%, post). Pre data collection, the method reported by staff to be used the least was telephone surveys (5.6%). Post data collection, the method used the least was focus groups (3.4%).

TABLE 33

TABLE 33

Methods used to collect patient experience feedback

Visits by a dedicated patient experience team and the use of tokens were other methods identified by staff.

Focus of patient experience data

Pre data collection, staff reported that data collection most often focused on recommendations to family and friends (81.7%), followed by relationships with staff (76.1%) and interactions with staff (70.4%). Waiting times (19.7%) were mentioned the least. Post data collection, the majority of staff reported that data collection focused on interactions with staff (71.9%), followed by recommendations to family and friends (69.7%). Just over one-quarter of respondents said that medications were the main focus of surveys (29.2%) (Table 34).

TABLE 34

TABLE 34

Parts of the patient experience covered in data collection

Other aspects of patient experiences captured by data collection at the ward or department level were specified as:

All aspects important to patients or generic experience.

Staff member

Meals and nutrition.

Staff member

Pre data collection, some differences were observed in the percentage of staff reporting a focus on waiting times between those working on the study (23.8%) and those working on the control (13.8%) wards/departments. Differences were also observed post data collection between the study and control wards/departments for waiting times (41.5% and 30.5%, respectively), recommendations to family and friends (72.6% and 61.0%, respectively) and relationships with staff (63.7% and 71.2%, respectively).

Communication of results

Staff were asked how results from the patient experience data collection were communicated in their ward or department (Table 35). Here, communication on staff noticeboards was mentioned most frequently (62.0%, pre; 59.0%, post), followed by communication during staff meetings (59.2%, pre; 53.4%, post). A complete lack of communication of results within the ward or department was reported least frequently (1.4%, pre; 4.5%, post).

TABLE 35

TABLE 35

Communication of results to staff

The following other methods of communication were specified by staff:

Results are sent via e-mails to every staff on the ward.

Staff member

Communication folder.

Staff member

Newsletter.

Staff member

Staff were asked who communicates results from the patient experience data collection to them (Table 36). Staff most frequently reported communications from ward managers (77.5%, pre; 87.1%, post), followed by patient experience leads (21.1%, pre; 9.0%, post). Board members were reported as the staff group least likely to communicate patient experience data to staff (2.8% pre/post data collection). Other individuals communicating patient experience results were specified as:

Consultant.

Staff member

Department administrator or communications team.

Staff member

Matron or ward sister.

Staff member

Clinical director or operational lead.

Staff member

TABLE 36

TABLE 36

Staff members communicating results to colleagues

Similar responses were provided by staff working on study and control wards.

Staff were then asked to indicate how they would like to have the results of patient experience data collection communicated to them (Table 37). Most staff selected communications during staff meetings (57.7%, pre; 57.9%, post) and on staff notice boards (57.7%, pre; 51.7%, post). Only 1.4% (pre) and 2.2% (post) of staff reported that patient experience data were not communicated to them.

TABLE 37

TABLE 37

Preferred method of communicating patient experience results

Other preferred reporting formats included:

Via e-mail.

Staff member

[I] think this needs to be a more formal process where themes are pulled out, prioritised and actions derived.

Staff member

Pre data collection, some differences were noted for preferences for online portal or trust intranet communications (38.1% and 17.2%, respectively) by staff working on study and control wards. No differences were identified post data collection.

When asked about the frequency of communication, most staff indicated that results of patient experience data collection are communicated to them monthly (60.6%, pre; 23.6%, post) or weekly (22.5%, pre; 9.0%, post). Daily communication of results was not reported by any staff members in the pre data collection survey and by only 5.1% in the post data collection survey. Less than 2% of staff reported results being communicated annually (1.4%, pre; 1.7%, post) (Table 38).

TABLE 38

TABLE 38

Frequency of communication of results

The following other frequencies of communication were specified:

As they come in.

Staff member

It varies when they are communicated.

Staff member

Pre data collection, some differences in frequencies of communication can be observed between the study and control ward staff for weekly communications (26.2% and 17.2%, respectively). Post data collection, differences were identified between selections for monthly (21.2% and 30.5%, respectively) and weekly (11.5% and 5.1%, respectively) communication.

Staff were then asked to indicate their preferred frequency for the communication of patient experience results (Table 39). Similar to current frequencies of communication, as reported in Table 38, staff preferred monthly communication (63.4%, pre; 53.9%, post), followed by weekly communication (25.4%, pre; 25.3%, post). Annual communication of results was preferred by the fewest respondents (1.4%, pre; 1.1%, post). Some differences between respondents from study and control wards can be observed for weekly data collection, which was preferred by 31.0% of staff from study wards pre data collection and by 17.2% of staff from the control wards pre data collection. Similarly, differences were observed in preferences for monthly data collection, which was desired by 52.2% of staff from study wards post data collection and 61.0 % of staff on the comparison wards post data collection. These differences may be attributable to the priming of staff on study wards. Specifically, staff on these wards may expect weekly reporting of results, as this frequency is provided by the current project.

TABLE 39

TABLE 39

Preferred frequency of communication of results

In addition, respondents indicated their preferred reporting format to facilitate understanding and use of the results presented (Table 40). Staff indicated that they would like to see reports that include example quotes detailing patients’ feedback in their own words (64.8%, pre; 47.8%, post). This was followed by preferences for written narrative (40.8%, pre; 42.1%, post) and charts and graphs (40.8%, pre; 29.2%, post).

TABLE 40

TABLE 40

Preferred reporting format

Usefulness of patient experience data

Many staff indicated that they found patient experience data to be extremely useful (50.7%, pre; 40.4%, post) or very useful (25.4%, pre; 30.9%, post) for their work with patients. Only 1.4% (pre) and 1.1% (post) indicated that they found patient experience data to be not at all useful for their work (Table 41).

TABLE 41

TABLE 41

Usefulness of patient experience data for staff’s work

To follow up on the perceived usefulness of patient experience data, staff were asked to explain their response selection provided for the previous question. Staff who considered the patient experience data to be extremely useful or very useful to their work provided explanations that can be grouped into three themes. Specifically, staff explained that patient experience data help them understand how patients and their families view their care:

Because it shows areas that need improvement to ensure that patients are getting a high level of care. Also it shows what patients feel is important to them.

Staff member

The patient perceives their care very differently and the impact we have as carers. It is good to get that perspective to change the way we think and nurse.

Staff member

Staff also explained that patient experience data help them identify areas for improvement and make changes to their services. Under this theme, improving care to meet higher standards was mentioned by several staff:

Informs us of areas for improvement and patient wishes – helps us identify areas of good practice.

Staff member

The only way we will improve the care given is to listen to our patients. This data will enable us to make changes where needed to keep our hospital at the top for great patient care.

Staff member

Staff who considered patient experience data to be extremely or very useful for their work also highlighted that patient feedback provided a source of motivation:

It can help us to improve standards as well as giving encouragement to staff who have been mentioned for doing a good job.

Staff member

Few staff members who considered patient experience data to be somewhat useful to their work explained their opinion. Some staff explained that patient feedback can help to make the patient’s stay more pleasant. However, one staff member felt that patient feedback was not necessary for their role, as they do not have a clinical-based patient interaction.

Other staff members highlighted challenges in collecting or interpreting patient feedback, such as awkwardness in handing out surveys:

I find it awkward . . . giving out feedback cards to patients. I feel that they will think that I only delivered good care because I want good feedback. I deliver good care regardless.

Staff member

Another member of staff questioned the content validity of the patient feedback data collection instrumentation, such as the FFT:

Patients tend to come to the nearest hospital in an emergency or perceived emergency. So asking if they would recommend the trust to family, etc., doesn’t really make sense because no one would travel miles to an emergency department in an emergency to attend one recommended by a family member or friend.

Staff member

Only one respondent, who considered patient experience data to be not very useful to their work, explained that data collection highlighted logistical issues beyond their power to change:

It mainly says that patients think there should be more staff which is not something we can change on the ward.

Staff member

The staff member who thought patient experience data to be not at all useful to their work explained that feedback may not include a sufficient level of detail to provide a meaningful basis for improvements:

[The] token system doesn’t give [an] opportunity to say what is good or bad about the dept [department]. Numbers are also very small.

Staff member

Using patient experience data to drive service improvements

In the first administration, staff were asked about their awareness of changes that have been implemented at their trust as a result of patient experience data collection (Table 42). In response to this question, staff were most likely to say that they were aware of changes implemented by themselves and colleagues (31.0%), with almost as many being aware of others who had implemented changes or not aware of any implemented changes (21.1% and 21.1%, respectively).

TABLE 42

TABLE 42

Awareness of changes based on patient experience data (pre patient data collection)

To follow up on the previous question, staff were asked to identify the types of changes made at their trust as a result of patient experience data collection (Table 43). Again, this was only asked pre patient experience survey. Here, staff most frequently listed changes to the way care is provided to patients (73.9%) and changes to the way staff interact with patients (69.6%). Both categories can encompass relational aspects of care. Staff least frequently mentioned changes to the patient survey instrument (4.3%) as a result of patient experience feedback. Other changes mentioned by staff were:

Changes to how the ward runs.

Staff member

Signage to remind staff of care essentials, such as care bells.

Staff member

Waiting times for medications.

Staff member

TABLE 43

TABLE 43

Types of changes implemented based on patient feedback (pre patient data collection)

Some differences can be noted between responses from staff on study and responses from those on control wards for changes to the way staff interact with colleagues (39.3% and 27.8%, respectively) and physical changes to the layout of the hospital, ward or department (28.6% and 38.9%, respectively).

Staff were also prompted to specify whether or not any changes have been made on their ward or department as a result of patient experience feedback (Table 44). Staff most frequently selected that they themselves and their colleagues have implemented changes at the ward level (32.4%, pre; 25.8%, post), followed by responses stating that the changes were made by other staff (23.9%, pre; 19.1%, post). Only 14.1% of staff were not aware of any changes made pre patient data collection, compared with 41.0% of staff post data collection.

TABLE 44

TABLE 44

Staff implementing changes

Next, staff described the types of changes made on wards/departments based on results of patient experience data collection (Table 45). The majority of staff listed changes to the way staff interact with patients (75.0%, pre; 61.0%, post), followed by responses listing changes to the way care is provided to patients (72.9%, pre; 58.1%, post). Changes to the patient survey instrument were mentioned least frequently (4.2%, pre; 3.7%, post). Other changes listed by staff included enforcing staff introductions, reducing noise at night, discussing medication changes with the patient and allowing for added, visible information to increase positive communication and reduce anxiety:

TABLE 45

TABLE 45

Types of changes made based on patient feedback

Folders at the end of beds to provide extra stroke info, contact numbers, etc.

Staff member

We now routinely leave a sign by the bed when a patient leaves the ward to reduce anxiety if a relative visits.

Staff member

Differences in the responses provided by staff on study and control wards (pre survey) were observed for changes to the way staff interact with colleagues (35.7% and 15.0%, respectively). Post data collection differences for study and control wards were also observed in staff interactions with patients (64.2% and 51.5%, respectively) and changes to the layout of the ward/department (25.4% and 18.2%, respectively).

Barriers that affect the collection and use of patient experience data

When asked to give examples of the barriers encountered when collecting and using patient experience feedback, staff reported that the most frequent barrier was the lack of staff time to administer surveys (43.7%, pre; 49.4%, post) (Table 46).

TABLE 46

TABLE 46

Types of barriers which affect collection and use of patient feedback

Differences between study and control wards/departments were identified pre data collection. These differences were highlighted in cost (14.3% and 3.4%, respectively) and lack of staff interest (23.8% and 13.8%, respectively). Post data collection differences were also seen in lack of staff interest (20.4% and 11.9%, respectively), language barriers (13.3% and 6.8%, respectively) and patients receiving multiple surveys (8.0% and 1.7%, respectively).

Other barriers encountered include patients not wanting to complete forms and staff sometimes being so busy they forget to hand patients a survey card.

Resolution of barriers that affect the collection and use of patient experience data

To understand how trusts could overcome the barriers listed in Barriers that affect the collection and use of patient experience data, staff were asked their opinion on how they think barriers could be resolved. At the beginning of the research, suggestions focused primarily on the use of volunteers and technology to reduce the burden of data collection for staff. Towards the end of the research, suggestions provided more detail around maintaining staff and volunteer engagement throughout the research. The suggested solutions focused on using a dedicated volunteer workforce, increasing staff buy-in through encouragement or reward and increasing staff knowledge of patient experience through training. One strategy to maintain staff engagement would be to make more use of open-ended questions, because of the insights they provide to staff. The meaningful insights gained from patient comments are described in the quote that follows:

. . . more meaningful and allow for conversation rather than question and answer.

Staff member

Promoters or enablers that support the collection and use of patient experience data on a ward or department level

Similarly, staff were asked to report any factors that they have found to be conducive to the collection and use of patient experience data. Similar promoters were shared during the first and second administrations of the staff survey. These related to having a designated team of volunteers to collect patient experience feedback:

Volunteers on the ward to ensure the cards are completed.

Staff member

Likewise, having a dedicated team of staff to engage in action-planning and use the patient feedback was considered to be an enabling factor for participating wards. Staff also highlighted that greater visibility of how patient feedback is used in turn enables continued use of patient feedback.

Improving the collection and use of patient experience data at a ward or department level

Staff were asked to describe in their own words how the collection and use of patient experience data could be improved at a ward or department level. Increased resources, such as ‘more time or people’ dedicated to data collection, were thought to be key to the use of patient experience data. This allows for continuity of the efforts if ‘the main responsible person is away’. In addition, communication of results, as well as senior staff buy-in and morale, were equally important. These suggestions were consistent across the two administrations of the staff survey.

Using near real-time feedback

Staff were asked about their awareness of NRTF data collection on their ward or department. In response to this question, 49.3% pre and 32.6% post data collection indicated that they or their colleagues have used NRTF methods to collect patient experience data in their ward or department (Table 47).

TABLE 47

TABLE 47

Use of NRTF

To follow up on the previous question, staff were asked about their experiences with, and perceptions of, NRTF. Feedback shared in response to these questions was similar for the first and second administrations of the staff survey and highlighted the benefits as well as challenges associated with the approach.

Staff were asked about their reasons for using or not using NRTF. Those who already used NRTF explained that it allowed them to act or make changes based on the data more quickly. In addition, staff explained that it provided them with a greater level of specificity, particularly as patient experiences are still fresh in patients’ minds at the point of data collection:

It pinpoints the exact thoughts, feelings and emotions of the patient/visitor at the time of their visit and helps us understand how they are experiencing their time in our department. Time for reflection is good, but I feel surveying in [near] real-time gives us more of a raw opinion.

Staff member

Staff who did not use NRTF explained that this was as a result of the lack of awareness of this method or opportunities and resources to collect data in this way. A lack of time and a lack of a volunteer workforce were also reported as reasons for not using NRTF in the past.

Staff who had used NRTF in the past were asked to describe their experiences with this approach. Positive experiences provided in response to this question echoed the usefulness of this type of feedback as a way of implementing quick actions and fast improvements. Staff also reported that ‘Patients were honest and are pleased to be given the opportunity to have their say’. At the same time, the approach was found to ‘boost staff morale’ by keeping patient experiences at the forefront of their work:

Feedback from your service users can help drive change and improve our service as quickly as possible.

Staff member

Positive responses, any concerns are dealt with immediately.

Staff member

However, staff who have used NRTF previously highlighted some challenges associated with its use, specifically the time required to collect and analyse NRTF. Some staff described an occasional ‘lack of patient interest or capacity to complete surveys’.

Staff who worked on the wards involved with the After Francis project were then asked to describe any concerns or thoughts they have about the introduction of NRTF on their wards or departments. Most staff who provided an answer to this question stated that they had ‘no concerns’ about NRTF. However, a few staff explained that the time required by staff to implement NRTF collection and carry out analyses presented an area for concern:

. . . not enough staff for patient care so this might take staff away from their duties.

Staff member

. . . lack of time, especially when we have acute patients.

Staff member

Other concerns described by staff included language barriers among staff and patients, the effects of mental states of patients on survey results and vandalism of the stationary kiosks.

Suggestions of lessons learnt or any new ideas to consider when using NRTF were also given by staff. It was indicated that it was ‘helpful to have someone assist patients when completing their surveys’. In addition, volunteers ‘encouraged patients to voice their concerns while in hospital’. Other suggestions by staff were to remove the patient data collection from the responsibility of clinical staff.

Using volunteers to collect data

Pre data collection, most staff indicated that they have used volunteers to collect patient experience feedback on their ward or department (39.4%). However, post data collection, most staff were not sure if they had used volunteers to collect data previously (34.3%).

Pre data collection, differences in responses for staff from study and control wards can be noted for those using volunteers (45.2% and 31.0%, respectively) and those unsure about the use of volunteers (21.4% and 41.4%, respectively). Post data collection differences can also be found for those using volunteers (38.9% and 20.3%, respectively) (Table 48).

TABLE 48

TABLE 48

Use of volunteers for patient experience data collection

Next, staff were asked about their reasons for using or not using volunteers. Those who had used volunteers explained that they were useful in that they can provide time to patients, which is something that nursing staff are unable to do on many occasions as a result of time constraints. The volunteers also alleviate staff pressures by being able to spend time with the patients, which in turn allows staff to carry out more tasks. Staff also highlighted that volunteers are, generally, more available to and flexible with the patients. Other staff explained that patients and their families feel they can be more honest with volunteers about their experiences, as they do not provide care to patients. Volunteers were seen as ‘neutral’.

Another member of staff explained that volunteers can relate to patients if they have experienced similar health issues and so can build rapport with the patients:

[We] used stroke survivors as I thought they would understand how patients with stroke feel.

Staff member

Finally, some staff explained that they did not have a specific reason for using volunteers to collect data; instead, the volunteers ‘just appear on the wards and do work’.

Some staff who had not used volunteers for data collection explained that they were a ‘limited or non-existent resource’ in the hospital.

Staff who had used volunteers were asked to suggest any lessons learnt or new ideas that should be considered when working with volunteers. Suggestions focused on different ways of using volunteers in order to collect patient experience data:

Volunteers can be used to collect and give out data in the future. This saves staff a job.

Staff member

Organised hours that staff will be expecting them.

Staff member

Finally, staff who worked on the wards/departments involved with the After Francis project were asked to describe any concerns or thoughts about the introduction of volunteers as part of this project. The majority of comments reflected that staff had no concerns over using volunteers to collect patient experience data and that it was a good idea to use them. Volunteer safety on wards and the A&E departments, confidentiality of responses and volunteers’ knowledge or skills to interact with patients were raised by a few staff members.

Networking event for case study staff

Two members of staff each from five of the study sites attended the networking event. The team from North Cumbria University Hospitals NHS Trust was unable to attend the meeting.

Key points from discussions

All trusts experienced some volunteer recruitment difficulties and their retention was seen as a barrier towards data collection.

The study benefited greatly from senior leadership and staff involvement. Getting the right people involved was considered important. Senior leaders were seen as being able to ‘unblock issues’ that affect data collection or the use of results. Matrons can be gatekeepers and affect the success of the study.

A flat and concise one-page summary was requested as an addition to the weekly reports.

Ward teams and trusts were engaged in multiple action-planning activities throughout the year. The challenge would be to consolidate the plans arising from the results of this project with findings from other data collection.

Some impacts could already be observed from the project. For example, English-language skills training was put in place and calling cards were created that provide treatment and care details in writing for patients.

Experiences of data collection

Case study sites need ‘the right type of volunteer’ for data collection. This means that ‘purposeful volunteer recruitment’ should be in place. Not all volunteers are comfortable collecting data from patients, and some ‘see it as spying’. Volunteers need to be ‘robust and not take things personally’ when patients do not want to participate or staff question them. To facilitate volunteer recruitment, some trusts have compiled a set of desirable volunteer characteristics and provided these to the volunteer co-ordinator. This was similar to a person specification assembled for recruitment purposes. The role must also be ‘sold to volunteers’ so that they develop an interest in the project.

Volunteers were seen as ‘a fragile resource’, who can be unavailable during certain times, such as the winter cold and flu seasons. New volunteer recruitment is not quick enough to replace volunteers when they become unavailable. A back-up option needs to be available to maintain ongoing data collection.

Teams observed a mix of staff engagement in the wards/departments. Some volunteers found it easier to collect data on wards because ward managers know that they are there and give them a list of patients to talk to. Others found it easier to collect data in A&E because volunteers already collect FFT data there. Ward managers were, at times, seen as more concerned with patient capacity and allowed only certain patients to be approached. Some volunteers thought that staff were too restrictive and may inadvertently ‘cherry pick’ ward patients for participation. That is, staff may be unnecessarily cautious in excluding patients who they believe are too ill or lack capacity; some volunteers felt that a significant proportion of excluded patients would be able to complete a survey if asked.

Experiences of near real-time feedback reporting

Free-text comments were seen by staff as ‘very valuable’ and ‘really powerful’. In the weekly reports, staff said that they wanted to see successes and challenges highlighted in a way that was ‘quick and punchy’. Furthermore, when circulating results, it would be helpful to put the weekly results into the body of the e-mail, rather than in an attachment.

Sharing results with patients was found to be challenging by staff. As the collected feedback is anonymous, staff cannot go back to patients and tell them what they have done to address their feedback.

Many trusts have multiple action plans that have various degrees of overlap. The challenge is to find the gaps in the plans and to consolidate them to make them more actionable.

Feedback on analysis and interpretation of weekly results

In some trusts, the head of nursing sets the standards for improvement (e.g. ‘anything below “yes, always” is not good enough’). Free-text comments were seen as useful and provide details on staffing levels. Ward leaders liked the free-text comments as they could keep an eye out and scan for similar comments over time.

Some case study sites felt that it would be useful to see results from other trusts for benchmarking between trusts. This would facilitate a collaborative exchange to learn strategies from each other (i.e. how to address call bell response times).

Observed impacts of changes in practice

Communication and language barriers were addressed by providing additional training in communicating in English to incoming foreign staff. Following training, responses to free-text comments were monitored for further references to communication challenges and language barriers. Communication was also improved by introducing ‘calling cards’, which recorded in writing any communications with staff. Patients were also encouraged to review them with their families or carers and ask staff questions. At some sites, efforts focused on improving communication through consistent introductions by all staff. The ‘Hello, my name is . . .’ campaign was brought to the forefront again and staff committed to providing job roles to patients along with names.

Although the survey focused on relational aspects of care, some transactional aspects of care could be identified in the free-text comments.

Barriers towards changes in practice

Staffing levels were seen to be a barrier as higher demands leave less time for staff to reflect and implement improvements. In addition, a high level of reliance on agency staff was associated with a lack of continuity with regard to improvement action implementation.

Lessons learnt about near real-time feedback

Staff found that it could take up to 10 days before the departments can access results if they are not shared within the trust immediately. In addition, the kiosks in the A&E departments have been challenging for staff because of technical issues. The survey software needs to be streamlined to be effective and make sure settings in the tablet do not change. Also, very few patients actually used the kiosks despite being directed to them by staff. Several factors influenced patients’ decisions not to use the kiosks to complete a survey; these were based on their recent experiences of shock, pain or trauma, as well as a strong desire to return home following their visit.

Lessons learnt when working with volunteers

Staff discussed the following lessons learnt about working with volunteers, in relation to their experiences as part of the After Francis project:

  • Volunteers need lots of support (especially younger ones); support can focus on being assertive and being ready to explain the purpose of the project.
  • It can take a long time (approximately 3–4 months) to get volunteers into position.

Meetings with key staff at case study sites

Progress and impact

The sites found that their teams made progress with the patient experience data collection and encountered fewer challenges. However, recruiting patients was still seen to be challenging at times for volunteers and it was observed that ‘elderly patients could be reluctant to criticise care’. Data collection in A&E was generally seen as ‘more challenging for volunteers’ than that on the wards.

Some site teams felt that clinical staff should become more engaged with the project and begin to use the data collected. To facilitate use of the patient feedback, some trusts reported great benefits by collaborating with a matron, senior sister or director of nursing to drive staff engagement.

Some changes to relational aspects of care have already been implemented. These include increased call bell response time monitoring, a greater focus on staff introductions and leaving patients with written information about their treatment and care. At some case study sites, foreign nurses now complete a 6-week English course as part of the recruitment policy, to strengthen their communication skills with patients.

Lessons learnt

Patients appreciated the opportunity to share their experiences, which has improved some relationships between staff and patients, as patients are generally happier with their care. Staff found the free-text comments particularly ‘very useful and powerful’.

To maintain a consistent effort for the patient experience data collection, specific volunteer personalities and skills are needed for engaging with patients. At times, volunteers have to ‘cope with some form of abuse in the A&E departments’, as patients are in pain and worried and staff have very limited time and physical space. A person/job specification was a useful tool to recruit the desired types of volunteers for the study. A team of volunteers solely dedicated to the project would be beneficial because of the time requirement associated with data collection, changing volunteer schedules and unanticipated absences.

Support calls

During the first call in October, volunteers from the case study sites did not utilise this opportunity for support. One volunteer from Poole Hospital and one volunteer from Milton Keynes University Hospital participated in the support calls with the researcher during the second opportunity in November. For the third opportunity in December, three research nurses from Scunthorpe General Hospital participated in the support call. The following information was shared by the volunteers, which showcases their involvement with the project and the types of challenges that were encountered as part of their work.

In the second call opportunity, both volunteers described some challenges in retaining other volunteers to collect data for the project. They reported that some volunteers realised shortly after their training that it was not a good fit for them to collect the data using a tablet. However, other volunteers truly enjoyed being able to interact with patients and collect their feedback. Both volunteers stated that their trusts would continue to recruit volunteers.

One volunteer explained that they wanted to take on a more active role in providing support to new volunteers, in an effort to retain them with the project. They were to discuss this possibility with the project team at the trust.

Both volunteers stated that their team did not consistently meet the minimum targets of 20 completed surveys per month per ward and 50 completed surveys per month in the A&E department. They felt personally responsible for ensuring that the minimum targets were met, but expressed that they ‘could only collect so many responses in a day’ on their own.

One volunteer further said that the time available for data collection was severely limited because of ward rounds, mealtimes and visiting times. These events left the volunteer with a 2-hour window during which data could be collected on study wards. During this time, the volunteer would typically receive six or seven completed questionnaires from a ward.

The research nurses who rang up on the third opportunity wanted to discuss how they could better retain the volunteers who were assisting with data collection. The possibility of providing the volunteers with certification of research involvement was raised, as the volunteers at the trust were students looking to establish a career within health care. It was agreed that this would help ensure that the volunteers remain engaged with the research, as it evidences their participation in research and would aid them in their career development.

Telephone interviews with staff

Patient experience data collection

Staff were asked about the types of patient experience data collection methods used within the trust. Although most staff were able to comment on the different methods used to collect patient experience feedback and the frequency with which it is collected, other staff members were not able to provide a detailed account of the collection methods.

A total of 20 different types of patient experience feedback were reported to be used by the staff at the six case study trusts. Table 49 represents the types and frequencies of patient experience data collection.

TABLE 49

TABLE 49

Type of patient experience data and frequency of data collection

Feedback reported and communicated within the trust

When asked about the methods of reporting and communicating patient experience feedback within the trust, the staff identified a number of communications or reports and the frequencies with which they are used (Table 50).

TABLE 50

TABLE 50

Feedback methods and frequency

Service improvements

Factors that promote improvements based on patient experience feedback

Factors that help improvement as discussed by staff are listed below.

Belief that you can change things

Staff identified that staff and patients having the belief that they can change things goes a long way to helping improvement:

I think making them [staff] see the sense of it, rather than it just being a sort of tick-box exercise, that it’s actually valuable, the patients find it valuable and if staff can see the value in it, then it helps to get buy-in.

Staff member

Changing perspectives

Changing the staff perspective to limit negativity was also found to be useful when making change:

I don’t call it as ‘this is what we did right, this is what we do wrong’, I say ‘this is our successes, these are our challenges’.

Staff member

Communication

Communication was also seen as a helpful factor to implement change. By having clear communication either verbally or on written displays, patients and staff are more aware about what has been done and what is being done to make the trust services better.

Incentives or awards

Incentives are also seen to be useful by staff, to help boost staff morale:

We have something called the golden rules within the trust, which each letter of golden rules stands for something and if staff are named more than three times in a month, they get a golden rules award which is given to them personally. If patients are giving their feedback then we need to utilise it to encourage staff as well because there’s nothing better than somebody saying that you did a really good job.

Staff member

Continuous patient engagement

Another helpful factor that staff identified was making sure that the trust engaged with the patients even after they have provided their feedback or left hospital:

Engaging with patients directly is what helps because it creates that understanding. We have a standard phrase, a standard sentence that if any patient complains or raises concern about any of my services they’re automatically and systematically, their choice, they are always invited to join one of the relevant user groups, so that’s a standard. So you know, if somebody writes and says, ‘well I felt the corridor was a bit dusty’, they will get a letter that will say what we’ve done about it, what we’re doing about it, but they’ll also get a paragraph that invites them to join us on a walk around or an audit or to come in and meet with the relevant service manager to talk to us, and that’s absolutely universal across all of our services within the directorate.

Staff member

Triangulating data

Finally, staff also considered triangulation of data to be a useful factor when making change:

I can’t use the National Patient Survey to write an action plan, it just tells me that they’re not happy, doesn’t tell me why. So I have to use, other data as well.

Staff member

Factors that hinder trusts in making improvements

Factors that hindered improvement within the trust as discussed by staff are as follows.

Lack of resources

Staff recognised the difficulty in implementing changes without the resources to support them, be it time, finances or staffing levels. Examples of quotes given by staff are:

Some feedback may be about response times to call bells or people getting care when they need it. If its staffing issues, that could be a problem for the staff on the wards, management that need to make the changes and maybe the money’s not there or they can’t recruit staff. That’s a big problem, understaffing on the wards at the moment.

Staff member

Negative feedback

Negative feedback was also seen as a barrier to improvement, as some staff can be unwilling to believe that their behaviours may have contributed to a patient’s negative experience:

People don’t like being told negative stuff, so just trying to get through to them [staff] that people have had this experience, people don’t like to hear that sort of thing, that people have been complaining about behaviour and everybody always things ‘oh it’s definitely not me’.

Staff member

Timeliness and level of detail

Another barrier to improvement was seen to be delayed feedback and not being able to get feedback from a patient because they have been moved to another ward:

It’s an assessment unit, it’s a very busy environment so gaining feedback is somethings quite difficult because a lot of the patients now aren’t going home directly from our environment. They’re either too acutely unwell to actually give you proper feedback or they’re being moved onto other wards.

Staff member

Making changes to suit all patients

High expectations of patients placed on staff and the inability to make changes that suit all patients were seen as other barriers to improvement:

Patients’ expectations are a lot higher than they’ve ever been because we’ve encouraged them to have those expectations, but it has to be within the limits and financial constraints of what the health service can actually provide.

Staff member

Ability to use the data

Staff found it challenging to use the data collected from patients. Although their teams had the ability to use the data, at times there were delays in interpreting the data and feeding back to the trust. In addition, staff’s busy workload and staff shortages affected their ability to use the weekly feedback from patients:

I suppose the biggest hindrance is, it depends on the data, how it’s been interpreted and how it’s been fed back to us, how it’s cascaded back to staff. It doesn’t always get back to us in a timely manner.

Staff member

Similarly, staff also identified the issue that, even though they had the data, they could not always use them because it was not always feasible to make the changes identified in the data.

Experiences of near real-time feedback

Benefits of near real-time feedback

The benefits perceived by staff regrading NRTF are outlined as follows.

Act fast

One of the benefits that staff reported was that they could act more quickly in response to feedback as a result of the fast reporting that is associated with NRTF. An example of how staff consider fast reporting to be a benefit is:

We can respond in a timely fashion to issues and incidents and also, learn as things are happening so we can prevent them happening proactively. I think the benefit of [near] real-time feedback is that you can be proactive rather than reactive in nature.

Staff member

Involvement of governors and volunteers

Another benefit of NRTF was that staff can involve the trust governors and volunteers in data collection, to help alleviate the demands on staff time:

For me as lead governor, it’s a fantastic way for the governors to get in and you know, be the eyes and ears of the trust and really be on the wards, get a very strong sense of what it’s like here.

Staff member

Detailed data

Staff also highlighted the benefit of having much more detailed data through NRTF in comparison with other data collection methods. Staff or volunteers are able to clarify details with patients. In addition, patients would provide more honest feedback.

Boosts staff morale

The quick turnaround of positive feedback helps to boost staff morale and it can become more personal to staff on the wards:

If you get feedback, you know, positive feedback about the system that we have in place and what we’re doing, then that boosts staff morale, so that people, when you read the newspapers, quite often it’s the bad stories you’re really reading about, but if you get feedback that’s very recent about the positive aspects about our systems, what’s working and what people are happy about, then it boosts staff morale, they feel better, even though everything isn’t going 100% right, at least there’s aspects of it that its’s good for staff to hear about.

Staff member

Increases response numbers

Another benefit of NRTF that was discussed was the likelihood that there would be an increase in patient feedback as a result of patients completing the survey while in the trust, in comparison with feedback being requested once they are home:

If you’re collecting the information in the here and now, it’s easier and you won’t get as much participant attrition as you would do if it’s being collected at a later time.

Staff member

Reduces patient isolation

Another point for discussion was the fact that NRTF can help reduce patient isolation, as the time spent with patients when collecting their feedback can be another point of contact for patients:

The staff don’t always have a lot of time to just sit and listen to that kind of thing, so I think we fulfil more than just one role, it’s not just the information that we’re collecting, it’s sometimes just a friendly face.

Staff member

Show patients that their views count

Staff felt that NRTF would help make it clear to patients that their views count, by being able to implement change quickly, based on the patient feedback.

Drawbacks of near real-time feedback

Drawbacks of NRTF which staff identified are as follows.

Managing expectations for changes

One of the drawbacks that staff discussed was whether or not the trust was actually able to make the improvements based on the patient feedback. Therefore, the expectations of staff and patients regarding changes based on feedback collected must be managed:

You can’t please everybody all of the time, which means that some patients will still remain unhappy because something hasn’t been done quickly or cannot be done.

Staff member

Cost implications

Cost implication was another drawback that staff recognised with NRTF, as money would need to be spent to purchase the equipment and software needed to establish a NRTF approach.

Feedback may not be accurate

Staff recognised the possibility that feedback may not accurately represent patient experiences at the time of collection. This can be because of patients’ conditions, current informational needs or levels of experienced pain. These factors can interact and alter the patient experiences:

Don’t get me wrong, if there’s things that we’re doing wrong I’m first in line to want to know about them but equally, these people are in situations where their emotions are so heightened and dependent on their personality. Some people you put them in a situation where they’re dependent on others and they could not be more grateful for the help that they get, you get other people and you put them in the situation where they’re dependent on others and it ignites something in them that is just fear and discomfort and very often that manifests itself as anger.

Staff member

Maintaining engagement

Some difficulties arose around maintaining staff and volunteer engagement in the NRTF data collection:

We’ve actually committed to quite a big data collection, so 90 [completed surveys] a month is quite a lot to collect. That’s a big commitment from the volunteers and it’s maintaining that commitment and maintaining the enthusiasm of the volunteers over a 10-month period and over the summer as well when lots of people go on holiday.

Staff member

Coping with negative feedback

Another drawback was the problem of having to continuously and quickly cope with negative feedback. It can sometimes be impossible to come up with a solution if the patient is expecting an immediate response to the situation:

You’ve got somebody facing you, telling you what’s wrong there and then so you’ve got to then deal with it, so it doesn’t give you the opportunity to think at any length or resolve something before anything.

Staff member

Lack of staff buy-in

Staff also identified that ward and department teams can sometimes not see the benefit of collecting the data and have the perception that data collectors aim only to find the negatives:

Initially, staff tend to be a bit wary of you coming in because they think you’re there to capture the negative, but I think sometimes, once they realise that there’s a lot of positive coming out of the reports, and that there’s a chance to celebrate successes, I think they tend to welcome you a bit more. But initially, you’re seen as the enemy.

Staff member

Accessibility of near real-time feedback and equipment

One more problem with NRTF that staff reported was the need for the survey to be accessible for all types of patients:

My patient cohort tend to have communication and or cognition problems. We spent literally 18 months devising our current survey sheets because of the need to make sure that they were visually appealing and they were able to be managed to a certain extend by people with communication and cognition issues. If you’re talking about something like an iPad or electronic device then you’re talking about manual dexterity.

Staff member

Using the data for improvement versus performance management

Finally, staff also identified some issues with how the data are being used within the trusts, specifically data being used as a management tool rather than being given to ward staff:

If it goes back to senior managers it becomes a management tool, and it’s used to performance manage, if it comes back to the practitioners, the practitioners are in a sense auditing their own practice.

Staff member

Volunteer involvement in data collection

Benefits of volunteer use

Staff identified many benefits to using volunteers within trusts. These benefits are outlined as follows.

Able to help with technology

Staff felt that one of the benefits of using volunteers is that they are able to spend the time with patients and help them use the survey technology if needed:

Some of the older people wouldn’t be very au fait with using a tablet so they’d have to have someone to do it for them. It would work if there was someone to help them obviously as long as the person was impartial and didn’t try to coerce them into saying something.

Staff member

Another perspective

Staff discussed the benefit of having volunteers as another perspective for patient experience:

They [volunteers] will get that insight into what happens to the patients, how their care progresses, what their experience is like, what their journey’s like, how joined up it is, how they relate to the staff, so I think using volunteers is a really powerful thing to do.

Staff member

Frees up staff time

One of the most commonly discussed benefits was that volunteers are able to free up staff time, so that staff can carry on with other tasks:

Because volunteers are supernumerary, so it wouldn’t be like you’re taking on staff off their normal duties to be doing something like that. The supernumerary volunteers have the time to sit down and you know, engage in a conversation so it’s not just, it’s not just a very quick thing.

Staff member

Gain skills while volunteering

Staff also felt that volunteers benefit from additional skills and experience that come with involvement in patient experience data collection.

Volunteers are ‘neutral’

The neutral and objective position of the volunteer was seen as especially beneficial to the staff, as they felt this would encourage patients to give a truer account of their experience:

[A volunteer] is completely neutral and there might be an instance where patients feel if they have a problem that they could be totally honest about it because it’s not a nurse or somebody involved with the ward, so I think maybe it would give some patients a chance to be very open.

Staff member

Considerations around volunteer use

The considerations around volunteer use within trusts, as identified by staff, are as follows.

Collecting accurate data

Collecting accurate data with the help of volunteers was a concern for some of the staff members. They explained that sometimes volunteers can influence the feedback given by patients through their own biases.

Other staff acknowledged that volunteers should be extensively trained to recognise their biases and adhere to study protocols for data collection.

Safeguarding

One of the concerns raised regarding the use of volunteers is making sure that the patients remain safe within the trust. Staff felt that this could be ensured by maintaining patient privacy and confidentiality, having volunteers learn escalation protocols and making sure that the patients provide consent before completing the survey:

You’ve got to make sure that it’s someone that you can trust not to give the information out . . . So perhaps they would need to be checked out before actually letting them volunteer for these jobs.

Staff member

Support for volunteers

Staff felt that it was important to give volunteers the support they need while they are collecting patient experience data. They explained that volunteers should be able to get support if they have witnessed something uncomfortable or traumatic and to be shown that their time and work within the trust is valued:

Training, keeping them motivated, keeping them supported. If they’ve got any problems that they’ve discovered on the ward, it’s giving them the support to be able to either go back or take it to the ward staff.

Staff member

Understanding the patient’s condition

It was recognised that volunteers need to be able to understand the patient’s condition and how that can affect collecting feedback. They need to communicate with ward staff to become aware of any important information; for example, if the patient has received recent bad news, or is in pain, the volunteer needs to be sensitive to that.

Using family and carers for the survey

Having the volunteer draw on family members and carers to help provide answers to the survey was also brought up by staff:

. . . sometimes it’s good to get visitors’ feedback too because they sometimes can talk for patients who are a bit poorly and yet they appreciate the care. If we don’t speak to them too then we’re not getting the full capture of patients’ experiences.

Staff member

One of the biggest considerations highlighted by staff was the difficulty they experience when trying to recruit volunteers, as not only are available resources low, but they have to make sure the right kind of volunteer is used:

They are unpaid, you can’t expect them always to be there, on a certain day and a certain time. You hope that they are and you ask them to have a commitment, but that’s something that you can never guarantee.

Staff member

Specific survey for interviewees

A total of 31 respondents completed the staff survey (Table 51). Of the six trusts participating in this study, Poole Hospital NHS Foundation Trust had the highest number of responses, accounting for 32.3% of the overall sample. Hinchingbrooke Healthcare NHS Trust provided 19.4% of the responses received, whereas Salisbury NHS Foundation Trust and Northern Lincolnshire and Goole NHS Foundation Trust each represented 16.1% of the overall sample. Milton Keynes University Hospital NHS Foundation Trust and North Cumbria University Hospitals NHS Trust had the lowest representation in the overall sample, accounting for 9.7% and 6.5%, respectively.

TABLE 51

TABLE 51

Responses per trust

The respondents represented a range of backgrounds and interests, including patient experience officers, line managers who analysed and evaluated the After Francis project data and oversaw improvement actions, a matron for emergency care, project sponsors, volunteer supporters and those responsible for the recruitment and selection of volunteers.

Experiences with the After Francis project

Respondents were asked to provide free-text comments regarding experiences of their involvement in the After Francis project. Overall, having completed the 10-month data collection period, staff viewed the After Francis project favourably. A number of respondents commented that the After Francis NRTF was compatible with, and complimentery to, existing data collection ongoing in their trust, including the FFT and their own patient feedback surveys.

Receiving NRTF based on patient experiences was found to be worthwhile in enabling staff to understand experiences closer to when they occur from the patient’s perspective. Staff valued both positive and negative feedback, which boosted morale, yet also allowed them to address issues and concerns of their patient groups:

It has been a very positive experience with identification of good areas of practice and the ability to review and address areas where improvements can be made.

Staff member

The use of technology to collect data and feed back results was largely welcomed. With regard to data collection, one staff member particularly described being interested in the use of a new method of data collection compared with existing pen-and-paper methods. Although staff observed some patients needing help with technology, on the whole, they observed general enjoyment with their use of the tablet. Staff described that the near real-time feedback boosted staff morale by allowing them to see the impacts of their work quickly. Staff used the near real-time feedback as a way to celebrate their success when an issue could be resolved right away, which made a difference in the subsequently collected feedback:

This has been really helpful to the team and real-time feedback has allowed us to celebrate as a team successes and to deal with issue quickly after the event.

Staff member

Three respondents who were involved in the early stages of the project through recruiting volunteers or leading/sponsoring the research within their trust acknowledged experiencing initial set-up challenges prior to seeing study benefits:

From the trust’s perspective this has been an excellent and invaluable research study. It took a while to get started and iron out a few technical and recruitment issues. Once resolved it gathered momentum. Staff, particularly in one speciality, have become fully engaged and actions as a result of the survey are gradually making a difference.

Staff member

It was a hard process to get off the ground and recruit enough volunteers. I expected the young volunteers to excel with the project as they normally are better with technology. However, as the project went on it was the older volunteers with more life skills that were able to get the higher number of surveys.

Staff member

Further comments regarding challenges to implementation of the After Francis survey included the difficulty of finding an appropriate time to approach patients, avoiding treatments and mealtimes. One respondent working in the emergency department noted that data collection may have been better targeted in the major injuries area so that data could be collected from patients who had already been seen and treated. One respondent described the results output as complicated, which made it difficult for them to understand what problem areas need to be looked at.

Service improvements

Staff reported improvements made in their trusts as a result of the After Francis feedback. Actions were put in place to make staff more aware of how they approached and introduced themselves to patients:

I think the named nursing has improved safety and quality and facilitates a more in depth ward handover.

Staff member

Patient calling cards were introduced in order to learn more about the patient as an individual and about their lives from a non-clinical perspective. Carers and relatives were encouraged to contribute to the calling card, given patient consent. In one trust, the introduced calling card system extended to other wards across the trust that were not involved in the After Francis project. Feedback also highlighted some changes to transactional aspects of care, such as access to call bells and reducing response time.

Steps were taken to improve communication and patient information to ensure that patients were given explanations of treatment. Actions were put in place to provide better information on discharge in emergency departments and explanations of care delivery. Information flows to carers and families were also improved (e.g. through the setting up of a family clinic where patients’ families can arrange dedicated time with the ward lead).

In addition to the improvements within participating wards, some respondents reported that their learnings had been disseminated to other teams in the wider trust, for example across the older people directorate and information-sharing at the care group level. Action-planning issues were also reported to have been discussed between senior sisters and lessons learnt shared with teams. A barrier to the sharing of improvements across other teams within a trust was the provision of time in order to communicate more widely.

Respondents were asked to select the most important factors in making use of patient feedback for improvements to service (Table 52). The most important factor cited for encouraging patient feedback was to ‘Gain a better understanding of patients’ needs’, with 74.2% and at least one person from each trust selecting this option. ‘Feeling responsible for improving the patient experience’ (67.7%) and ‘Improved communication between staff and patients’ (54.8%) were the next two most popular choices. Interestingly, ‘Incentives or awards’ was the least endorsed category (9.7%). One respondent gave a free-text response indicating that they would have liked to have the feedback on the same day it is collected or when the minimum number of completions had been gathered.

TABLE 52

TABLE 52

Most important factors in encouraging patient feedback for improvements

With regard to challenges that staff encountered to using patient feedback to make improvements (Table 53), the top three hindrances were listed as ‘Managing patients’ expectations for improvements’ (54.8%), ‘Making changes to suit all patients is difficult’ (48.4%) and a ‘Lack of resources’ (41.9%). One respondent who replied to the free-text response option suggested that it would also be useful to collect data outside office hours to investigate if any differences in responses were evident.

TABLE 53

TABLE 53

Biggest challenges towards use of patient feedback for improvements

Impact of the near real-time feedback data on staff to make improvements

Respondents were asked to rate the effectiveness of the After Francis survey in helping staff make changes to care. Six respondents rated the survey as very effective, 18 rated the survey as somewhat effective and four rated the survey as not effective at all. Those rating it as not effective were from two trusts.

In free-text comments, respondents largely felt that staff were motivated to make changes in response to the NRTF, as data were gathered directly from patients. The feedback was a mechanism through which valuable information could be collected on patient views:

[Staff] have a more comprehensive account of how their care affects our patients and, therefore, are motivated to improve.

Staff member

The feedback has been shared with all the older people service nurse staff and associated support services staff – there has been multidisciplinary involvement in taking forward changes in practice supported by the information gathered.

Staff member

One suggestion of how staff on wards could receive feedback on the After Francis project data was made:

It would have been nice to run a feedback quick secession within the recruiting wards at maybe handover time, so that staff rather than managers could see the type of things patients were reporting back. Sisters who attended the feedback meetings seemed to very much take on board the feedback.

Staff member

Using near real-time feedback

As part of the After Francis project evaluation, it was important to ask staff for their view of collecting and responding to NRTF. When asked how valuable the NRTF approach was for the work of their ward or department, 71.0% (n = 22) of staff viewed it as very valuable, 22.6% (n = 7) viewed it as somewhat valuable and 6.5% (n = 2) viewed it as not at all valuable. This demonstrated that a large majority viewed NRTF as valuable in their work. When asked if they would like to continue to collect NRTF in their ward or department beyond the After Francis project, the majority 66.7% (n = 20) indicated that they would, whereas 26.7% (n = 8) were unsure. Two respondents felt that they would not wish to collect NRTF after the trajectory of the project.

Respondents were asked to select the main benefits of NRTF (Table 54). The highest number of responses were received for the answer options ‘Shows patients their views count’ (74.2%); the ‘Ability to act fast’ (71.0%); and ‘Can use volunteers instead of staff to collect data’ (67.7%).

TABLE 54

TABLE 54

Main benefits of NRTF

One respondent, answering in free text, described how NRTF gives ownership to staff as their actions are responsible for feedback. This resulted in negative responses driving the team to improve their care and raise standards.

When considering the drawbacks of NRTF, the most frequently selected reason (64.5%), which was selected by staff from all trusts, was that the ‘Patients’ condition may influence the result’ (Table 55). ‘Maintaining volunteer engagement’ (51.6%) was also endorsed by representatives in all trusts and ‘Managing patient expectations of change’ was selected by 51.6%.

TABLE 55

TABLE 55

Main drawbacks of NRTF

The use of volunteers to collect patient experience data

Overall, staff considered the use of volunteers for collecting patient feedback valuable, with 82.1% (n = 23) reporting that they were very valuable and 10.7% (n = 3) reporting that they were somewhat valuable. Two respondents felt that volunteers were not valuable. These two responders were from two different trusts. There was a generally positive response to the use of volunteers to collect patient experience feedback data (Table 56). In particular, responders from all trusts felt that the use of volunteers freed up staff time (87.1%), reduced bias in responses as a result of volunteers being viewed as neutral (83.9%) and reduced patient isolation (51.6%). Volunteers were also thought to add to the care experience in a manner staff could not:

The impartiality of using volunteers has been a bonus and on two occasions a patient has chosen to ‘disclose’ to a volunteer. This has been investigated and followed up. Concerns may not have come to light if a volunteer had not been involved.

Staff member

TABLE 56

TABLE 56

Main benefits of using volunteers to collect patient experience feedback

Despite the positive endorsement of the use of volunteers, staff were mindful of the many aspects which should be considered when working with volunteers (Table 57). Aspects included having adequate support for volunteers (83.9%), being mindful of the skills required by volunteers to interact with patients effectively (80.6%), the challenges of maintaining volunteer engagement or retaining them (74.2%) and safeguarding patients (74.2%). Recruiting volunteers was also considered to be a key factor when working with volunteers (67.7%). Some staff specifically highlighted the challenges of retaining volunteers and the impact that may have on the number of data collected:

We had a lot of interest initially however in the end we only maintained two volunteers throughout the process one who did come for every session this could have been [due to] the age of our volunteers and their other work commitments.

Staff member

TABLE 57

TABLE 57

Main aspects that should be considered when working with volunteers

Reflections on the survey

Staff completing the survey were asked for further comments. These comments were largely positive; however, some challenges were highlighted, including the length of the survey and technical issues with tablet completion. Comments reflected the need for fewer questions, particularly for older people. Having one space for free-text comments at the end of the survey was also troublesome if patients wished to comment throughout, yet risked forgetting their comments by the time they reached the final page.

In-person interviews with staff

Project involvement

The staff were mostly involved with the project throughout the 10-month data collection period, with only a few becoming involved part-way through as a result of starting new roles.

Activities

Activities that staff were involved with throughout the project are as follows:

  • initial set-up of the project at the trust
  • attending the two participatory workshops and a networking event
  • directing volunteers to appropriate patients
  • participating in the project staff interviews and surveys
  • disseminating results to staff.

Generally, there were no changes in staff involvement throughout the data collection period. Staff reported only changes if they had stepped into a new role and were adapting to their new duties as well as having involvement within the project.

Using a near real-time feedback approach again

When staff were asked if they would like to have a NRTF approach implemented in their trusts again, the consensus was that staff would like to see the approach used again to collect patient experience feedback, especially if tablets were to be used. For trusts which already used NRTF before the onset of the project, thoughts were focused on wanting to move away from paper surveys to using tablets, as the technology helped streamline data collection and speed up the reporting process. One staff member explained, ‘Patients are less resistant to this computerised thing, and you can see that it’s anonymous and there are no bits of paper that can go astray, so it’s much better than old fashioned sheets’.

Project challenges

Although staff would like to use a NRTF approach again to collect patient experience feedback, they experienced challenges throughout the project related to communication, engagement, recruitment and reporting. The challenges are outlined in more detail below.

Communication

Communication was the main challenge that staff experienced throughout the project, which caused delays with the weekly reports getting back to the ward staff on time. In addition, staff at one trust reported that, initially, volunteers were not approaching staff to check whom they could and could not interview.

Staff engagement

It was reported that some of the ward staff could be resistant to change, particularly when the focus was on implementing changes to target areas of improvements. Staff found that, with senior staff buy-in, overall engagement of other staff with the research improved. However, there was still resistance to improvements or changes, especially from the junior members.

Recruiting patients

Recruiting patients to participate in the survey was often a challenge because of the hospital settings. Staff found that it was harder to recruit on the wards because of the low patient turnover, resulting in lower patient recruitment numbers.

All trusts continued with other feedback methods, such as the FFT, after which some patients refused to complete the tablet-based survey, stating ‘no, we’ve already done that’. After combining the After Francis survey results with other patient experience data within the trust (e.g. the FFT scores), staff saw recruitment numbers improve.

Recruiting volunteers

Staff perceived that a large number of patients did not complete the survey. They suspected that not all volunteers were confident or comfortable enough to approach all patients to gather their feedback. It was highlighted that it was important to recruit volunteers specifically suited to data collection in the future.

Reporting format

It was difficult for the staff to interpret the weekly reports in the format that the research team provided. Some trusts tackled this challenge by creating their own shorter reports to distribute to wards if there were the resources to do so.

Lessons learnt

Below are the main lessons learnt by the teams involved in the project at each case study site.

Reporting format

Staff reported that they found it difficult to understand the weekly feedback using the reporting format that the research team sent to them. After some discussion, staff explained that, although they found the free-text comments to be extremely valuable, the quantitative data needed to be displayed visually, using colours and graphs, rather than plain line graphs or bar charts. This would allow them to quickly view the data and identify areas of improvement.

Value of volunteers

Volunteers were seen to be a valuable resource throughout the project, as they have more time to spend talking to patients and can encourage patient participation in the survey. Volunteer interactions with patients also provided an opportunity for patient concerns to be resolved quickly, at times while the patients were still on the wards.

Implementing little changes often

It was found that, when addressing challenges in the feedback, ward staff were often more receptive to making small changes often, as opposed to making numerous large changes in one go. This ensured that staff were not overwhelmed by any sudden changes and gave them the time to incorporate changes within their daily routine before the next improvement was made.

What needs to be in place for successful implementation of a near real-time feedback approach

Staff identified three key factors that need to be in place in order to successfully implement a NRTF approach for collecting patient experiences: communication, senior staff buy-in and a dedicated volunteer workforce.

Communication related to not only how staff communicate with each other, but also how the results were fed back to the ward staff and used to make improvements. There needs to be coherent and frequent communication to make the approach successful.

Senior staff support is also essential, to ensure that the feedback is used in action-planning and to aid staff buy-in and engagement. Although staff still need to maintain ownership of any improvements implemented, they need the support of senior staff to move forward with any changes (e.g. those that may require financial support).

A dedicated volunteer workforce was considered key to the NRTF approach. This relieved staff of the burden of data collection so that they could prioritise tasks involved with patient care. However, in order to gain a dedicated volunteer workforce, purposeful recruitment is required, to recruit volunteers who are best suited to data collection and will be dedicated to the project. Similarly, ongoing support must be in place for the volunteers should they need it. For example, volunteers should be able to ask questions and discuss their experiences with someone. In addition, comprehensive training must be available to make sure that health and safety protocols are followed and to provide volunteers with knowledge regarding safeguarding, patient capacity and informed consent.

Improvements made based on patient feedback

Based on the patient experience feedback collected as part of the project, staff reported that several improvements had been made. Staff from some of the trusts reported a decrease in complaints on their wards after implementing some of the following improvements.

Call bells

Call bell response times have repeatedly been a challenge for staff to address. One case study trust conducted an audit of response times and found that patients were often not waiting as long as they thought. As a result, the site’s wards began to display posters with the average wait time to help manage patients’ expectations of how long it may take to be seen by a member of staff once called.

Communication

Several challenges relating to communication were identified throughout the project: the way staff communicated with patients about their treatments and conditions, as well as the way staff communicated with their colleagues about staffing levels. In order to improve the delivery of information, trusts used boards to highlight patient feedback results and the number of staff available (and their roles) and to provide up-to-date information about waiting times.

Similarly, staff encouraged each other to reintroduce the ‘Hello, my name is . . .’ campaign and provide more information to patients regarding discharges. One staff member said:

We introduced the Ticket Home, which is a patient’s discharge summary . . . it was completely de-medicalised, everything was simple . . . people that were more forgetful or where the family needed something in writing, you were able to give them something to read and know what was going on.

Privacy

Privacy was a concern of patients, specifically in A&E when checking in. As a result, screens were put up around reception to give patients more privacy when speaking to the reception about their conditions.

Other changes

Some changes, although they did not specifically target relational aspects of care, were implemented to help improve the overall patient experience. At one site, these included employing a housekeeper whose role was to ensure that the patients on the ward had enough drinks, thus relieving the nurses of some pressure. Matrons and senior sisters worked with ward staff to make them more aware of how their verbal and behavioural communications could be perceived by patients. At another site, improvements were made to the overall environment, such as repainting to brighten up areas for the patients.

Copyright © Queen’s Printer and Controller of HMSO 2018. This work was produced by Graham et al. under the terms of a commissioning contract issued by the Secretary of State for Health and Social Care. This issue may be freely reproduced for the purposes of private research and study and extracts (or indeed, the full report) may be included in professional journals provided that suitable acknowledgement is made and the reproduction is not associated with any form of advertising. Applications for commercial reproduction should be addressed to: NIHR Journals Library, National Institute for Health Research, Evaluation, Trials and Studies Coordinating Centre, Alpha House, University of Southampton Science Park, Southampton SO16 7NS, UK.
Bookshelf ID: NBK488080

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