Research Department of Primary Care and Population Health, University College London, London, UK.
Mental Health Sciences, University College London, London, UK.
Health Technol Assess. 2014 Aug;18(52):1-148. doi: 10.3310/hta18520.
People with dementia and their families need support in different forms, but currently services are often fragmented with variable quality of care. Case management offers a way of co-ordinating services along the care pathway and therefore could provide individualised support; however, evidence of the effectiveness of case management for dementia is inconclusive.
To adapt the intervention used in a promising case management project in the USA and test its feasibility and acceptability in English general practice.
In work package 1, a design group of varied professionals, with a carer and staff from the voluntary sector, met six times over a year to identify the skills and personal characteristics required for case management; protocols from the US study were adapted for use in the UK. The feasibility of recruiting general practices and patient-carer dyads and of delivering case management were tested in a pilot study (work package 2). An embedded qualitative study explored stakeholder views on study procedures and case management.
Four general practices, two in the north-east of England (Newcastle) one in London and one in Norfolk, took part in a feasibility pilot study of case management.
Community-dwelling people with dementia and their carers who were not already being case managed by other services.
A social worker shared by the two practices in the north-east and practice nurses in the other two practices were trained to deliver case management. We aimed to recruit 11 people with dementia from each practice who were not already being case managed.
Numbers of people with dementia and their carers recruited, numbers and content of contacts, needs identified and perceptions of case management among stakeholders.
Recruitment of practices and patients was slow and none of the practices achieved its recruitment target. It took more than 6 months to recruit a total of 28 people with dementia. Practice Quality and Outcome Framework registers for dementia contained only 60% of the expected number of people, most living in care homes. All stakeholders were positive about the potential of case management; however, only one of the four practices achieved a level of case management activity that might have influenced patient and carer outcomes. Case managers' activity levels were not related solely to time available for case management. Delivery of case management was hindered by limited clarity about the role, poor integration with existing services and a lack of embeddedness within primary care. There were discrepancies between case manager and researcher judgements about need, and evidence of a high threshold for acting on unmet need. The practice nurses experienced difficulties in ring-fencing case management time.
The model of case management developed and evaluated in this feasibility study is unlikely to be sustainable in general practice under current conditions and in our view it would not be appropriate to attempt a definitive trial of this model. This study could inform the development of a case management role with a greater likelihood of impact. Different approaches to recruiting and training case managers, and identifying people with dementia who might benefit from case management, are needed, as is exploration of the scale of need for this type of working.
Current Controlled Trials ISRCTN74015152.
This project was funded by the National Institute for Health Research (NIHR) Health Technology Assessment programme and will be published in full in Health Technology Assessment; Vol. 18, No. 52. See the NIHR Journals Library website for further project information.
痴呆症患者及其家属需要以不同形式获得支持,但目前的服务往往是碎片化的,护理质量参差不齐。病例管理提供了一种协调护理途径中服务的方法,因此可以提供个性化的支持;然而,病例管理对痴呆症的有效性证据尚无定论。
改编在美国一项有前景的病例管理项目中使用的干预措施,并在英国普通实践中测试其可行性和可接受性。
在工作包 1 中,一个由不同专业人员组成的设计小组,包括一名来自志愿部门的护理人员和一名工作人员,在一年中六次会面,以确定病例管理所需的技能和个人特征;来自美国研究的方案被改编用于英国。在试点研究(工作包 2)中测试了招募普通实践和患者-护理员二人组以及提供病例管理的可行性。一项嵌入式定性研究探讨了利益相关者对研究程序和病例管理的看法。
四个普通实践参与了病例管理的可行性试点研究,两个在英格兰东北部(纽卡斯尔),一个在伦敦,一个在诺福克。
居住在社区中的痴呆症患者及其尚未接受其他服务病例管理的护理人员。
由东北部的两个实践共享的社会工作者和其他两个实践的执业护士接受了病例管理的培训。我们的目标是从每个实践中招募 11 名尚未接受病例管理的痴呆症患者。
招募的痴呆症患者及其护理人员人数、联系次数和内容、确定的需求以及利益相关者对病例管理的看法。
实践和患者的招募进展缓慢,没有一个实践达到其招募目标。总共招募了 28 名痴呆症患者,耗时超过 6 个月。实践质量和结果框架登记册中只有预期人数的 60%,大多数人居住在护理院。所有利益相关者都对病例管理的潜力持积极态度;然而,只有四个实践中的一个达到了可能影响患者和护理人员结果的病例管理活动水平。病例经理的活动水平不仅仅与病例管理的可用时间有关。病例管理的实施受到角色的明确性有限、与现有服务整合不良以及在初级保健中缺乏嵌入性的阻碍。病例经理和研究人员对需求的判断存在差异,并且有证据表明对未满足的需求存在较高的门槛。执业护士在隔离病例管理时间方面遇到了困难。
在这项可行性研究中开发和评估的病例管理模式在当前条件下不太可能在普通实践中持续,在我们看来,尝试对这种模式进行确定性试验是不合适的。本研究可以为更有可能产生影响的病例管理角色的发展提供信息。需要不同的方法来招募和培训病例经理,并确定可能从病例管理中受益的痴呆症患者,还需要探索这种工作的需求规模。
当前对照试验 ISRCTN74015152。
本项目由英国国家卫生研究所(NIHR)健康技术评估计划资助,将在《健康技术评估》杂志全文发表;第 18 卷,第 52 期。请访问 NIHR 期刊库网站以获取更多项目信息。