Safe working in general practice guidance

Safe working webinar

Location: England
Audience: GPs
Updated: Friday 6 September 2024

Webinar FAQs

General questions

What are the major challenges faced by general practice currently?

Major challenges in general practice include insufficient core practice funding, increasing demand, and inadequate resources to cover staff salaries and workload. These issues create significant pressure on practices and impact staff retention and recruitment.

How has the average number of patients per GP changed over time?

The average number of patients per GP has increased from 1,800 in 1965 to 2,300 currently, despite the growing complexity of healthcare needs. We have also seen the loss over 1300 practices since 2015. 

How does the spillover from hospital backlogs affect general practice?

Practices are seeing increasing workload transfer from secondary care, adding additional pressure on already stretched resources.

How should practices approach the differing needs and resources of different areas?

This should be led by the needs of the patients and practice, acknowledging that different areas (e.g., urban vs. rural) have different requirements. The focus should be on sustainable, realistic and deliverable systems within the finite resource available rather than arbitrary targets that don’t take local contexts into account.

Can you share data on attrition rates among clinicians and practice managers?

Yes, our survey data shows a high potential for attrition among practice managers and clinicians, with a significant percentage planning to leave within the next few years. This indicates a serious issue in retaining skilled personnel.

What resources are available to support safe working in general practice?

The BMA offers a workload control toolkit, updated safe working guidance, template letters for communicating with patients, and videos to help implement these practices.

Workload questions

What is the importance of workload control and structured clinics that appropriately capture work in general practice?

These are crucial for preventing burnout and fatigue among healthcare workers, ensuring a sense of control and well-being within the workforce. They also help with planning, monitoring and adjustments as and when required to help with demand.

What steps can general practices take to manage increased workloads and external pressures?

Practices can re-organise services, engage in collective action, and as well as looking at practice list closures. We advise engaging with their local LMC for support and advice.

How and what did you prioritise when making the transition to safe working practice? What was your approach?

We used RAG-rated action plans to prioritise tasks, focusing first on team well-being. Daily debriefs helped adjust strategies as needed.

How would we assess what our workload is and how would we best manage it?

NHS Lothian’s excellent Primary Care Workload Control toolkit outlines an approach which involves mapping out workload over a few days, including various types of queries and interactions, to understand and manage workload better. This helps in designing, monitoring and refining processes, helping to understand the impact of any changes.

How do we define patient contact?

We are advising that it is 25 consultations per day. Interactions that would require speaking or engaging with a patient, for example face-to-face or by telephone etc. Administrative, medication and urgent queries need to be built into clinics, so that the time spent on direct and indirect patient care is properly accounted for. Significant tasks like reviewing complex investigations and medical record reviews require proper acknowledgment and time. The duty on-call role should have time to focus on true emergencies and queries, to help support safe working.

How should practices manage capacity and patient flow to ensure high-quality care?

Practices should map out patient contacts and work backwards from their capacity. Use triaging and all available resources to manage patient flow effectively. Adjust the approach based on practice capacity and patient needs to ensure high-quality care.

How should the transition to a safer, more sustainable workload be managed?

The transition can gradual. Practices should make incremental adjustments, like slightly reducing appointments at a time, and consider strategies to make daily work easier. These changes will all be unique and individual the practice and population. It will be a journey, not a destination, and can vary with changing needs and context.

What if we get an ICB that has an overarching view and a slightly different perspective on safe working guidance and its adoption?

We must emphasise that safe working is essential for patient safety and quality care, which ultimately reduces system demand. The recommendations in the safe working guidance are all permissible within the terms of your GMS/PMS contract. If you have any concerns, please contact your LMC for support and advice. Engage with your PPG, community, health groups early and local politicians to explain and support the changes early on.

Appointments

How should practices manage appointments and workload effectively?

Practices should consider extending appointment times where necessary, incorporating and accounting for administrative time, and utilising triage systems. Regular workload assessments and prioritisation (using methods like RAG ratings) can also help.

Regarding ‘did not attends’ (DNAs), are there any specific strategies for managing and reducing DNAs?

Historically, DNAs have been used as a catch-up mechanism by many clinicians due to high pressures in clinic. With safe working guidance, there will be time to manage patient appointments better, tailoring it to the needs of the patient and clinician. Strategies include sending reminders via text, phone calls, or appointment cards. Offering self-booking options and adjusting clinic schedules to meet patient needs can also reduce DNAs. Ensuring flexibility and reminding patients of the importance of their appointments can help manage this issue effectively.

We share DNA statistics with patients, including the associated costs, in our newsletters and waiting area. This transparency helps patients understand the impact of missed appointments and encourages better attendance.

How did you manage to reduce the level of appointments?

Offering longer appointments which allow for opportunistic holistic health interventions, to allow more than one issue per visit helps to reduce the need for repeat appointments at the practice and is also more convenient for the patients.

Through patient communication, and explanation around alternative appropriate services. Having signposting and triage available through clinical and non-clinical roles helps support this. 

How do you ensure the safety and quality of care while managing patient appointments and waiting lists?

Focus on safety netting and clear communication with patients. Ensure that you utilise all resources to manage capacity and prioritise patients based on urgency and clinical needs. Implement systems that allow for flexibility and timely updates to manage waiting lists effectively. Remember that there are a variety of alternative services that patients can also access and be signposted to.

How do you implement a waiting list safely in a practice?

Implementing a waiting list should be based on clinical prioritisation. Triage patients into categories: urgent, those that can wait a bit longer, and routine cases. Ensure that you communicate with patients about their status and provide safety netting instructions if their condition changes. Utilise all available resources and services to manage capacity effectively.

What should we do if a patient needs to be seen within one to two hours?

General practice is not an emergency service and should not be used as such. Anything within an hour is considered an emergency and so should be directed to A&E for assessment. It is important to direct patients to the right service and manage their expectations.  In situations where cases have been signposted to the practice, by other providers for example NHS 111 toward the end of the day, out with of clinical capacity and opening hours, these should be redirected to appropriate alternative services.

Triage

How should practices use triaging to manage waiting lists and ensure safety?

Use triaging to categorise patients based on clinical need, urgency and available capacity. Ensure that patients are informed about their status and provide instructions for seeking immediate help if their condition worsens. The triaging and signposting approach should be adapted to the practice's setup and resources. For example, digital literacy and poverty, language barriers, reasonable adjustments etc.

How did you improve your triage service?

We transitioned from having receptionists handle triage to establishing a Care Navigation Hub staffed by Advanced Nurse Practitioners (ANPs). This change improved patient experience by reducing wait times and provided training opportunities for care navigators.

Our reception teams oversee all types of patient inquiries, including online, telephone, and face-to-face interactions. They are trained to manage these inquiries effectively throughout the day, ensuring that patients receive appropriate assistance and support.

Workforce

What is it the process of working with frontline teams to redesign roles and responsibilities?

Our team is crucial to our success. We prioritise a four-day workweek to prevent burnout.


Involving team members in the change process and providing training helped ease the transition. Over time, they embraced the new roles and enjoyed the challenges, supported by team-building activities. 

What kind of training and development did you manage to do with your team, and how did they respond?

We provided care navigation training and involved the team in the change process. Their response was positive, and they appreciated the support and training. Training was informed by patient and practice needs, incorporating different approaches from webinars and other resources.

Reception and administrative staff have taken on more responsibilities, such as handling patient feedback and improving communication. This evolution has empowered staff, increased their confidence, and improved their roles in managing patient interactions and practice operations.

Some reception staff have transitioned to roles like patient experience managers due to their familiarity with patient interactions. This restructuring has led to more dynamic roles and a greater focus on patient experience and communication.

Supervision of junior colleagues - how do you manage it and how does impact other work?

Supervision of trainees should be allocated as part of clinical time, as it involves reviewing their work similarly to a consultation. Specific slots should be reserved for this purpose to ensure proper training and safety without compromising patient care. Administrative tasks should be kept separate to maintain efficiency in both clinical duties and admin responsibilities.

We manage supervision by having administrative staff handle routine tasks and patient interactions, which allows GPs to focus on supervising medical students during dedicated clinical slots. This approach ensures that both high-quality patient care and comprehensive training for students are maintained.

Integration, new models and new roles

The new model has been successful. By integrating Advanced Nurse Practitioners (ANPs) and care navigators, we have enhanced efficiency and reduced pressure on GPs. Other practices in our Primary Care Network (PCN) have also adopted this approach with positive results. It is about finding the right balance and leveraging additional roles effectively.

What are the different priorities and concerns for managers, clinicians, and patients, and how do you address them?

Communication should be tailored to address different priorities and concerns of managers, clinicians, and patients, ensuring all perspectives are covered.

It crucial to continually review and assess how different roles can help reduce workload burden and help with enhancing practice efficiency. In particular how to help with managing patient flow and supporting clinical teams, which in turn helps contribute to improving staff retention and morale.

What is the importance of self-care for healthcare professionals?

Healthcare professionals need to prioritise their own well-being to continue providing care effectively. If we lose one GP to the workforce– that’s the equivalent of 2,300 patients worse off.

We have introduced an in-house well-being coach and partner with Mind for additional mental health support.

How have you used technology to improve efficiency in managing workload?

We piloted the Whzan digital health system, allowing nurses to import patient data directly into the EMIS system while on-site at care homes, saving time and reducing paperwork.

Demand

Is there any work being done to reduce demand?

Addressing social determinants of health is key, as they significantly impact health outcomes. Solutions need a holistic approach, including national systems and preventive measures. Comprehensive, system-wide strategies are necessary for effective demand management in helping to address primary and secondary prevention in addition to the social well-being of patients and communities.

Continuity of care is supported by safe working guidance, as it allows for longer appointments, which can address multiple issues in one visit. This reduces the need for frequent return visits. Safe working guidance also supports signposting to appropriate services for non-clinical issues. While broader prevention measures are wider and include the social determinants of health, our safe working guidance helps manage patient load more effectively.

What is the balance between access and continuity in patient care?

While access is important, continuity of care has significant benefits, including reducing demand. Access improvements should stem from positive structures rather than punitive measures. Continuity of care supports better patient outcomes and experience, yielding system wide benefits.

Patient engagement

How do you ensure communication with patients, and what strategies have you found effective?

Communication is vital. We use a patient experience manager and comms manager for updates, leverage different platforms for outreach, and involve our pro-active Patient Participation Group to gather feedback and communicate changes effectively.

Engaging the PPG and hosting community events have been key. We have used various channels like Facebook, TikTok, newsletters, and community events to keep patients informed. 

We hosted an open day for patients to tour the practice and learn about future plans. We also participate in awareness months, such as the Macmillan coffee morning, and involve patients in these activities
It is a continuous effort to ensure patients are aware of available services. Feedback shows that our communication strategies are effective and appreciated.

How do you handle patient feedback and complaints?

Our Patient Experience Manager who engages with patients in the reception area and manages an email address for direct contact. This approach has significantly improved our responsiveness to patient concerns.

The patient experience manager role helps in handling feedback immediately. Any feedback, whether a compliment or complaint, is addressed promptly. The role and email system have been effective in improving patient experience.

To ensure continuous improvement, we conduct regular reviews and follow an action plan. For collecting patient feedback, we employ QR code cards, a new patient survey, with a dedicated email address.

How do you ensure continuous improvement in patient care and staff morale, and what methods do you use to collect patient feedback?

To ensure continuous improvement, we use QR codes for feedback, conduct regular reviews, and follow an action plan.