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1 Proposed Model of Care and Workforce Plan The Future Requirements For Occupational Health Physicians in the Health Service, Ireland. Submission to National Doctors Training and Planning from Workforce Health and Wellbeing Unit Document developed by Dr Lynda Sisson Consultant and Accredited Specialist in Occupational Medicine National Clinical Lead in Workplace Health and Wellbeing MB BCh BAO MPH ACOEM FFOMI MCRN 012552 Sibéal Carolan Workforce Development Lead MSc , R.N.T,.R.G.N.,R.C.N. NMBI Registration Number 4838 May 22 nd 2017

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1

Proposed Model of Care and Workforce Plan The Future Requirements For Occupational Health Physicians in the Health Service, Ireland. Submission to National Doctors Training and Planning from Workforce Health and Wellbeing Unit

Document developed by Dr Lynda Sisson Consultant and Accredited Specialist in Occupational Medicine National Clinical Lead in Workplace Health and Wellbeing MB BCh BAO MPH ACOEM FFOMI MCRN 012552

Sibéal Carolan Workforce Development Lead MSc , R.N.T,.R.G.N.,R.C.N. NMBI Registration Number 4838

May 22nd 2017

2

Table of Contents

Introduction ..................................................................................................................................... 4

Setting The Context .......................................................................................................................... 5

Mapping of Occupational Health Services 2016 ............................................................................. 5

Service Delivery Units ................................................................................................................. 6

Table 1 Acute Services Profile .................................................................................................... 6

Table 2 .Community Services Profile .......................................................................................... 6

Table 3.Additional Staff ............................................................................................................. 6

Current Occupational Health Metrics ............................................................................................ 7

Integrated teams within Occupational Health Services ................................................................ 16

Information Communications Technology within Occupational Health Services .......................... 16

Drivers of Change ........................................................................................................................... 16

Table 4 . Public Health Service Employment ............................................................................. 18

Mission and Values of the HSE .................................................................................................... 19

Proposed Model of Care for Occupational Health Services in the Health Service in Ireland ............... 20

Background ................................................................................................................................ 20

The Experience of Occupational Health in the NHS, UK ................................................................ 20

WHWU Proposed Model of Care for Occupational Health Services in Irish Health Services ............ 21

Context ...................................................................................................................................... 21

1. Minimum Service Levels for Occupational Health Services .................................................... 22

2. Occupational health data collection and information sharing in the Irish Health Service ........ 23

3. Engagement of and with Occupational Health Services in the Irish Health Service ................. 24

WHWU’s Workforce Planning Methodology to support this Model of Care ...................................... 24

Context and National Approach .................................................................................................. 24

Supply and Demand Analysis ...................................................................................................... 26

Overview of the Occupational Health Physician Establishment in the Irish Health Service ......... 26

Table 5 .Overview of current specialist posts in the Irish Health Service ...................................... 26

Current Medical Career Pathways for Occupational Health Physicians .......................................... 27

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Faculty of Occupational Medicine, Royal College of Physicians in Ireland ..................................... 27

Current Levels/Grades ................................................................................................................ 27

Occupational Health Physicians and Irish Health Service Trends ................................................... 27

Specialist Registrar Training Positions.......................................................................................... 28

Alternative Pathway ....................................................................................................................... 29

Developing the Workforce Plan for the Heath Service ..................................................................... 29

Projected Need for Occupational Health Physicians 2017-2026 ................................................... 30

Table 6 Estimated Projections for Occupational Health Physician Posts for 2017-2027 .............. 30

Current Succession Planning ....................................................................................................... 31

Table 7. Profile of progression of Current Specialist Registrar Training ...................................... 32

Proposed Succession Planning ........................................................................................................ 33

Actions ........................................................................................................................................... 34

References ..................................................................................................................................... 35

Appendices .................................................................................................................................... 36

Appendix 1 Framework for Health and Wellbeing ........................................................................ 36

Appendix 2. Standards for Occupational Health Services .............................................................. 37

Appendix 3. Metrics to Monitor Quality of Occupational Healthcare ............................................ 39

Appendix 4 Measurement of demand ......................................................................................... 40

Appendix 5 Departmental Structure ........................................................................................... 41

Appendix 6 Capability Assessment .............................................................................................. 42

Appendix 7 Staffing Establishments ........................................................................................... 45

Appendix 8 Work & Well-being Survey (UWES) © ........................................................................ 47

4

Introduction

The Workplace Health and Wellbeing Unit was set up in March 2016 under Priority 2 Staff Engagement within the Health Services People Strategy 2015-2018. [www.hse.ie]. With reference to the HSE People Strategy 2015-2018 “We have clearly defined workforce planning as a key component of our people strategy and we recognise that “across the health system a talented, committed workforce through their collective knowledge, skills and hard work provide excellent health services to those who need care and to the wider community”. [www.hse.ie]

The areas of governance and responsibility for the Workplace Health and Wellbeing Unit are:

Occupational Health Services

Health and Safety Function

Employee Assistance Programmes

Staff Health and Wellbeing

At a time when health resourcing costs are contracting, it is vital that services examine the potential to

maximise the efficiency of their services and resources. The objective of workforce planning is to

develop knowledge and intelligence data on the workforce, to inform decisions at local level and to

drive improvements in Occupational Health service outcomes. Buchan (2001) defined workforce

planning “the method of achieving the “best” mix of staff and skills, required to deliver a defined level

of care in a defined area of “organisational activity”.

Occupational Health Services are reasonably well established in the Irish health care setting, however

the future of the services have never been defined using a planned approach at national level As such

this is the first initiative to identify and calculate the requirements for the future that ensure a

sustainable future for the specialty and the service.

This document presents information on current Occupational Health Physician Staffing Establishments

in the Irish Health Service, and it proposes a model of care for future delivery of Occupational Health

Services provision in the Health Service in Ireland, and finally it articulates WHWU’S approach to

maximize Occupational Health Physician roles in the context of workforce planning within the service.

Recommendation 1. A National Workforce Plan for Occupational Health Physicians should be developed in 2017. The Faculty of Occupational Medicine is the Professional Body responsible for the co-ordination of a National Workforce Plan. The WHWU will support this project and provide necessary expertise.

5

Setting The Context

The setting up of the Unit in March 2016 was in response to a number of reports and recommendations

over the years. The Report of the National Task Force on Medical Staffing, 2003 (The Hanly Report)

clearly recommended improvements in the organisation, structure and staffing of hospital systems to

deliver care at its best. The McDonald and Melly review of Occupational Health Services in the Health

Service Executive Dublin NE, 2008 and the publication of a Proposal for a Unified Health and Safety

Function 2015- Consultation Paper following a Review of Health and Safety Performance within the

HSE. Finally the publication of the Healthy Ireland Strategy (2014-2017) and the HSE people strategy

(2015-2018), led directly to the set up of the WHWU as part of the HR portfolio.

Key Work Areas are as follows:

Comprehensive Integrated and Streamlined Supports for Employees in the Irish Health Service

Providing a safe environment in which to work for all staff through standards and compliance with Health and Safety Legislation

Development of Standards and a Quality Improvement Tool for Occupational Health Services

Development of Standards and a Quality Improvement Tool for Employee Assistance Programmes and allied services

Promoting Positive Health and Wellbeing for all staff under a defined framework

Mapping of Occupational Health Services 2016 In April 2016 the Occupational health Services across Ireland were mapped. The following data was

generated.

Occupational Health Physicians: Please refer to Table 5 to page 27. Registered Nurses in Occupational Health Services 81 * excluding agency . 50 in Statutory and 31 in Voluntary Administration staff 47* excluding agency. 35 in Statutory 12 in voluntary Other grades Manual Handing Advisor 3 Senior Physiotherapist 1 Multi task attendant 1 Psychologist 1 Data Manager 1

Agency /outsourced provision of Occupational Health Services since the Melly Report (2008) has risen

year on year and currently stands at 25%. Occupational Health Services are largely based in acute sites

but serve a population across community and acute sites. Please refer to Table 1, 2 and 3 on page 6 .

6

Occupational Health Services are provided to the following Service Delivery areas

Table 1 Acute Services Profile

Service Delivery Unit Staff Population

RCSI Hospital Group 9358

Ireland East Hospital Group 11270

Dublin Midlands Group 12206

Saolta Hospital Group 9548

South /South West Hospital Group 10786

University of Limerick Hospitals Group 4078

Childrens Hospital Group 3229

Table 2 .Community Services Profile

Service Delivery Unit Staff Population

Community Health Organisation 1 Donegal /Sligo/Cavan /Monaghan

5374

Community Health Organisation 2 Galway /Roscommon/Mayo

5481

Community Health Organisation 3 Clare /Limerick /North Tipperary

4539

Community Health Organisation 4 Kerry /North Cork /West Cork

7566

Community Health Organisation 5 South Tipperary /Carlow /Kilkenny /Waterford/Wexford

5008

Community Health Organisation 6 Wicklow /Dun Laoghaire /Dublin South East

4897

Community Health Organisation 7 Kildare /West Wicklow /Dublin West /Dublin South City /Dublin South West

6382

Community Health Organisation 8 Laois /Offaly/Longford/Westmeath /Louth /Meath

6736

Table 3.Additional Staff

National Ambulance Service Health Business Services Primary Care Reimbursement Service Corporate Services

5000

7

Current Occupational Health Metrics

The following section presents an overview of the type of activity undertaken in an Occupational

Health Service. The data identifies the key specialised and important services that are provided by an

occupational health service. This data is recorded on a quarterly basis. Current ICT systems present

challenges in terms of recording, tracking and interpretation. A new ICT system is due to be in place for

year end, this will assist data collection and interpretation .

1. Pre Placement Health Assessment Numbers

Paper Screens

OHN medical

OHP medical

2. Surveillance Defined as a programme of systematic health checks to identify early signs and symptoms of work

related ill health and to allow action to be taken to prevent its progression.

Surveillance Type Numbers

Audiology

DSE /VDU eye tests

Night worker questionnaires sent

Pulmonary Function Tests

Category 1, Non Protection

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3.Immunisation Status

TB Status Numbers

Positive IGRA

Positive TST’s

Referrals to Respiratory Services

Requiring LTBI Treatment

Active TB diagnosis

Vaccinations Numbers

Hepatitis B Primary Course1st vaccine

Hepatitis B Primary course2nd vaccine

Hepatitis B Primary course3rd vaccine

Hepatitis B accelerated course1st vaccine

Hepatitis B accelerated course2nd vaccine

Hepatitis B accelerated course3rd vaccine

Hep B Booster

Hep A & B Combined 1st vaccine

Hep A& B Combined 2nd vaccine

Hepatitis A& B Combined3rd vaccine

Hep B secondary 1st vaccine

Hep B secondary 2nd vaccine

Hep B secondary 3rd vaccine

Hep A 1st vaccine

Hep A 2nd vaccine

9

BCG

MMR1st vaccine

MMR 2nd vaccine

Varicella1st vaccine

Varicella 2nd vaccine

Pertussis

Influenza

Revaxis

Diftivax

Other:

Blood Tests Numbers Hep B Titre

Hep B Core

Hep B Surface Antigen

Hep B Repeat Serology

Hep B Viral load

Hepatitis A serology

Measles

Mumps

Rubella

Varicella

Hep C antibody

Hep C PCR

10

HIV

Serum to Hold

FBC

U&E

Glucose

LFT

Lipid Profile

Carbohydrate-deficient transferrin (CDT’s)

Other:

4. Occupational Blood Exposures (OBE) Numbers Significant Injuries

Percutaneous

Human Bite ( which breaks the skin)

Exposure of Broken skin to blood/ body fluids

Exposure of mucous membranes to blood and body fluids (including the eye)

Non-Significant injuries

Superficial graze not breaking the skin

Exposure of intact undamaged skin to blood and body fluid.

Exposure to sterile or uncontaminated sharps

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Occupational Health Key Metric

Metric Source Notes Number and %

Completeness of hepatitis B immunisation

OH Records Number and % of sharps injuries managed in which injured member of staff was fully immunised against hepatitis B

5. Referrals Numbers

New Self referrals

New Management referrals*varying in

complexity

6.Critical Illness Policy Assessments Type Numbers

Clinic Visit

Paper assessments

Meet Criteria

Failed to Meet Criteria

12

Occupational Health Key Metric 2, 3, 4:

Metric Source Notes Range

Time from receipt of management referral to first appointment

OH Records Frequency distribution

Time from first appointment following receipt of management referral to delivery of a report to the manager

OH Records Frequency distribution

Prevalence of referral of musculoskeletal disorder for treatment

OH Records Number and % of patients seen after an absence Health & Wellbeing Improvement Framework of > 4 weeks because of a musculoskeletal disorder, who are under care of or have been referred to a treatment service by 6 weeks from the start of their absence

Number and %

7.Referrals to Other Departments

Department Number

Physiotherapy

Dermatology

Orthopaedics

Psychiatry

Occupational Therapy

Functional Assessment

Other

13

8.Disease Outbreaks by Incident

Type No. of No. of

Incidents Staff Exposed

Norovirus

H1N1

Seasonal Influenza

Vomiting & Diarrhoea – unconfirmed

TB

Scabies

Bacterial Meningitis

Strep A

Varicella

Measles

Mumps

MRSA

SSSS( Staphylococcal Scalded Skin Syndrome)

Parvovirus B19

E Coli 0157

Other

14

9.Telephone Consultations – (Not part of Management Referral and Self-Referral, lasting>15 minutes)

Number of

calls

10 .Education & Training

Training No. of Sessions No. Of Attendees

Sharps Training

Induction

Other

11. Presentations No. of Sessions No. Of Attendees

12.Feedback Questionnaire Name of Survey Response Rate

Client Feedback

Manager Feedback

15

13. Number of Meetings/ Committees Attended

Name of Committee Number

Health & Safety

Radiation Protection

Infection Control

Quality & Risk

Other

14. Audits

Title of Audits Total Numbers Completed

This section has listed the type of activity provided by an Occupational Health Service. It demonstrates

the various types of activity ranging from direct healthcare worker consultations, indirect activity and

associated work. It must be acknowledged that Occupational Health Service provision involves clinical

expertise and significant partnering with other services.

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Integrated teams within Occupational Health Services

Although the focus of this document is on Occupational Heath Physicians within the Irish Health

Service , it must be noted that the WHWU is also conducting a number of workforce planning projects

in relation to the role of the Advanced Nurse Practitioner, Clinical Nurse Manager, Clinical Nurse

Specialist, administrative roles and case manager roles in occupational health services. The WHWU

recognises the importance of inter professionalism in the context of workforce planning. The Unit is

working on a number of transformational leadership projects for example the development of National

Standards for Occupational Health Services, Standards for Employee Assistance Programmes and the

development of a Healthy Doctor’s Strategy. Each project involves teams from across the disciplines

with clearly defined outcomes and a structured governance framework.

Information Communications Technology within Occupational Health Services

The WHWU recognises that the use of a national IT system is essential for information sharing and data

collection in order to meet standards and Key performance Indicators. The WHWU is commissioning a

new ICT for 2017/2018 as a priority. This will be central for data collection and management

/interpretation of data.

Historically a number of ICT systems are in place across Occupational Health Services in Ireland. There

are two comprehensive OHS systems available nationally both of which have been invited to tender for

service for a national system. It is recognised that the introduction of a national contract will result in

economies of scale and the costs of introducing the new system will reduce in existing spend in the

national service. This is a key transformational project for the Unit and is expected to be completed by

year end.

Drivers of Change

The WHWU approach to work and activity will focus on transparency, flexibility and project-based

work. It will involve transformational collective leadership.

Occupational Health Services and Standards

17

Occupational Health Services are reasonably well established in the Irish health care setting.

Following an international trend many OHS services were seeking an accredited service that would

encourage standardisation of services .One of the first priorities of the newly formed Workplace Health

and Wellbeing Unit was to commence a review of existing International OHS Standards. An approach

was made to Health Information and Quality Authority. Following discussions, it was agreed that the

service would develop unique standards in line with the Quality Assurance Framework (QAF) Safety and

Quality Improvement Directorate.

A workshop was held with HIQA to discuss the format and process to develop standards under this

Framework. A Standards Project Group first met in October 2016 and on 6 occasions since. The group

included representatives from Health and Safety, Staff Health and Wellbeing and Occupational Health

Services Nationwide. In accordance with the Framework, an Expert Advisory group was convened and

presented with an early draft in November 2016 and launched in May 2017.

Information Technology:

The potential to utilise IT as a means of delivering efficiency, reporting and as a stated requirement

from staff involved in WHW activity was set out in detail in the Workplace Health and Wellbeing 2017

business plan.

Significant support from the Office of the Chief Information Officer will result in key deliverable of a

standards based IT system in 2017. The delivery of a cloud based E-Health system to support the work

of occupational health, employee assistance and related activity is on target for delivery in 2018.

Changing Workforce Nationally and Internationally

The World Health Organisation Report 2016, ‘Working for Health and Growth’ has recommended

investment in the health workforce to stimulate and guide the creation of at least 40 million new jobs in

the health and social sectors, and to reduce the projected shortfall of 18 million health workers.

In 1976 the Faculty of Occupational Medicine was established at the RCPI and a 4 Year Specialist

Training Scheme in Occupational Medicine commenced in 2000.

Occupational Medicine is a clinical medical speciality that deals with the interface between health and

work. Occupational Medicine involves preventative programmes such as vaccinations, surveillance,

rehabilitation, advisory roles and optimising the health of employees.

Although the role of the Occupational Health Physician has remained essentially unchanged for a last

number of decades, the context has changed considerably.

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The Role of the Registered Nurse working in the Occupational Health Service will also be developed

with defined capabilities, competencies and up skilling in the WHWU Workforce Plan.

The total number of Whole-time Equivalent staff employed in the public health services during the past

decade has increased by 7% since 2014.

The total number of consultant and non consultant hospital doctors has increased by almost 23% since

2007 with the largest increase of 26% in consultant posts. Non Consultant Hospital Doctors have

increased by approximately 21 % during the same period. [Department of Health Trends - 2016]

There is a current total population of healthcare workers of 140,000. This include health service

workers from both the HSE and the Voluntary Sector. As our working population ages teh demand for

OHS will invariably increase

It is imperative to view the levels of Public Service Employment as this has a direct effect on

Occupational health Physician demand and deliverables .

Table 4 . Public Health Service Employment

Grade Category 2007 2008 2009 2010 2011 2012 2013 2014 2015 2016 % Change

2007-2016 2015-2016

Medical/Dental 8005 8109 8083 8096 8331 8320 8353 8817 9336 9587 19.8 2.7

Nursing 39006 38108 37466 36503 35902 34637 34178 34509 35353 35534 -8.9 0.5

Health and Social Care Professionals#

15705 15980 15973 16355 16217 15717 15844 13640 14578 15109 -3.8 3.6

Management/Administration

18044 17967 17611 17301 15983 15726 15503 15112 16164 16554 -8.3 2.4

General Support Staff

12900 12631 11906 11421 10450 9978 9700 9419 9494 9444 -26.8 -0.5

Other Patient and Client Care

17846 18230 18714 18295 17508 17129 16883 17829 18960 19658 10.2 3.7

Total

111506

111025 109753 107972 104392 101506 100460 99327 103884 105886 -5.0 1.9

19

Other drivers of change include the proposed new model of care that is outlined in the next section.

Mission and Values of the HSE

The HSE Mission clearly states that people in Ireland are supported by health and social care services to

achieve their full potential. It identified access, safe, compassionate and quality care as priorities. The

HSE Corporate Plan 2015-2017 set our values of Care, Compassion, Trust and Learning.

With the proposed changes in the Irish Health Services and the development of commissioning

services/service provision in the CHO /Hospital Group Model, the most effective model of care is a

central governance unit i.e. WHWU with areas covered geographically by defined Area /collaborative

service delivery units, this is referred to as a “hub and spoke” model . The structure of each hub

will include occupational health physician services , occupational health nursing services ,employee

assistance programmes , rehabilitation services, health promotion , health & safety, and the provision

of governance and support.

The targets for the area /collaborative service delivery units, “hub and spoke” model will be exactly as

described by the Healthy Staff, Better Care for Patients. www.dh.gov.uk 2011.

In order to met these service needs there must be integration with local health and Safety, CISM

services, rehabilitation services, health and wellbeing and counselling services.

1. Prevention – of ill health caused or exacerbated by work

2. Timely intervention- easy and early treatment for the main cause of sickness absence.

3. Rehabilitation – to help staff stay at work or return to work after illness

4. Health Assessments for work- to help manage attendance, retirement and related matters

5. Promotion of health and well being – using work as a means to improve health and well being and

using the workplace to promote health

6. Teaching and training – encouraging staff and managers to support staff health and well-being

20

Proposed Model of Care for Occupational Health Services in the Health

Service in Ireland

Background

This proposal forms part of a broader plan for integrated employee supports delivery. The current

model of care for Occupational Health Services in the health services have been in place for the past 25

years. To date, there has been limited planning which has resulted in a fragmented service nationwide,

with gaps in service and a lack of standardisation of services.

The formation of the WHWU is the first opportunity to centralise and standardise a governance system

for forward planning and clarification of the best model of care for OHS in the health services for the

future.

The Experience of Occupational Health in the NHS, UK

In the UK in 2016 an All Party Parliamentary Group on Occupational Safety and Health (2016) stated

that urgent action was necessary in order to manage the challenges with workforce planning.

This report clearly stated the role of OHS in terms of value within the multidisciplinary team. It

recommended urgent action to manage the demographics of OHPs to address the supply issue if the

level of capacity of the occupational medicine workforce is to meet the demand and the age

demographic of Occupational Health Physicians.

The report recommended the following

The NHS ensures that occupational medicine physician posts are part of safe, effective, quality

assured multidisciplinary teams.

Government and insurers explore how to incentivise employers to provide workers with

access to multidisciplinary occupational health services

Incentives for OHP ‘s considering retirement

21

Third Level Colleges and Training Bodies to include occupational medicine within the

curriculum

The NHS Health and Wellbeing Improvement Framework (D.O.H 2011) articulated key responsibilities

and the WHWU proposes to replicate this framework. Appendix 1

The Boorman Report (May 2015) on Health and Wellbeing in the NHS provides a vision of care focussed

on health and wellbeing.

The three main areas in the Boorman Report are:

Organisational Behaviours and performance

This is to be achieved by the development of prevention centred approaches to health and

wellbeing. In addition developing and equipping leaders and managers.

Achieving an exemplar service

This is to be achieved by enhancing staff engagement, team engagement and conducting risk

assessments and interventions.

Embedding Health and well being in the NHS systems and infrastructure

This is to be achieved through National and Regional levels. Health and Wellbeing must not

be viewed as a separate addition to a system or function.

WHWU Proposed Model of Care for Occupational Health Services in Irish Health

Services

Context The proposed Model of Care for OHS in the Irish Health Service is informed by and supported by

evidence from the research and optimum workforce planning methodologies. The vast majority of best

practice and evidence comes from the NHS, UK.

Healthy Staff, Better Care for Patients (2011) proposed a realignment of Occupational Health Services

for the NHS. From an Irish Health Service perspective, this model can be replicated.

To provide services to prevent staff becoming ill or injured at work - this will be lead through

the Health and Safety Function and Occupational Health Division of WHWU

To actively promote health and well-being in the workplace through Occupational Health

Divisions and Human Resources portfolios.

22

To maximise access to and retention of work through timely rehabilitation services through

Occupational Health Services and Human resources portfolios and internal and external

rehabilitation services.

Three specific areas will be addressed within the proposed model of care for OHS for the Irish

Health Service

1. Minimum Service Levels for Occupational Health Services

One of the first priorities of the Workplace Health and Wellbeing Unit was to commence a review of

existing International OHS Standards. In accordance with the Quality Assurance Framework (QAF)

Safety and Quality Improvement Directorate, A Standards Project Group and an Expert Advisory group

was formed. The group included representatives from Health and Safety, Staff Health and Wellbeing

and Occupational Health Services Nationwide. The draft standards were sent out for broad

consultation, including to service users, in April 2017. Standards for Occupational Health Services for

The Irish Health Service were launched in May 2017.

The Following Themes form the basis for the Occupational Health Standards which will be supported

using the HSE Quality Assessment + Improvement Framework

Theme 1: Worker Centred Care

Theme 2: Safe Effective Care

Theme 3: Workforce Planning and Resources

Theme 4: Leadership, Management and Governance

Theme 5: Use of Information

As described, Occupational Health Services will provide six core services informed by the above themes:

1. Prevention – of ill health caused or exacerbated by work

2. Timely intervention- easy and early treatment for the main cause of sickness absence.

23

3. Rehabilitation – to help staff stay at work or return to work after illness

4. Health Assessments for work- to help manage attendance, retirement and related matters

5. Promotion of health and well being – using work as a means to improve health and well being

and using the workplace to promote health

6. Teaching and training – encouraging staff and managers to support staff health and well-being

It is essential that Occupational Health Services for healthcare staff meet a minimum specification

based on the six core services as listed above and includes the following:

All OHS must work towards an accreditation /standards process (Appendix 2) which will include

Key Performance Indicators.

Service Provision must be clearly defined and include financial reporting

Organisations must state clearly the following points, accessibility, equity, independence,

inclusiveness, innovation and partnering with communities.

Workforce planning must be optimal

2. Occupational health data collection and information sharing in the Irish

Health Service

The ICT system will be configured in such a way that data management across occupational health

services will be managed in a co-ordinated way. Compliance with Occupational Health Service

Standards and the integration of Quality Assessment + Improvement will support the above.

The following data metrics will apply

Activities of the Occupational Health Service

The quality of the Occupational Health Service, based on the National Standards /Quality

Assessment + Improvement

Metrics to monitor Staff Health and Wellbeing e.g. using quantitative data such as sickness

absence levels, number of ill health retirements etc. And/or numbers and % responses in the

HSE Staff survey e.g. job satisfaction, enjoyment of work, violence at work etc.

24

3. Engagement of and with Occupational Health Services in the Irish Health

Service

Occupational Health Services have taken a transformational leadership approach to engage with all

stakeholders to align their services to the delivery of high quality care. Engagement is based within a

framework of positive organisational behaviour and includes staff engagement, well being and team

engagement.

This will be led by the WHWU through implementation of the HSE People Strategy and involvement in

Staff Engagement Surveys. See Appendix 8

This will include the collection of metrics as outlined in point 2

Recommendation 2 Future HSE Staff engagement surveys will include more specific metrics to monitor Staff Health and Wellbeing with input from WHWU

WHWU’s Workforce Planning Methodology to support this Model of Care

Context and National Approach

Currently a cross- sectoral Steering Group in the Department of Health (2017) is developing a

framework for workforce planning for health services in Ireland that will support recruitment and

retention of healthcare workers across the health system. The WHWU is continuing to progress

workforce planning at an operational and a strategic level using these principles. The workforce

planning approach in WHWU for Occupational Health Services in the Irish Health Service involves the

following:

Main stakeholders are committed to and involved in the planning process with clear lines of

responsibility and accountability being defined.

Building from a structured information base on current staffing, and relevant activity for

departments.

Development of an overview analysis to identify need for and scope for change.

An agreed unit workforce plan, which will include a cycle of review and update.

25

The unit is using a practice development approach; this involves collaboration and engagement, a

“bottom up and top down approach” which is recognised as optimal.

This will include the following data collection

• Measurement and interpretation of demand for Occupational Health Physician Services in

the Health Service

• Assessment and review of organisational characteristics of services care to understand their

influence on staffing

• Examination of the current capacity of the Occupational Health Service to meet service

demand

• Profile the capability of the Occupational Health Physician, Registrars, Registered Nursing

Services and Administrative staff for appropriate staffing utilisation. In particular we want to

outline the capabilities of physicians who have achieved or are working towards achieving

MFOM /LFOM on the specialist register.

• The development of key performance indicators/key metrics for OHS across the professions

and services. (Appendix 3)

• Measurement of staff engagement levels to enhance positive organisational behaviours

26

Supply and Demand Analysis

Overview of the Occupational Health Physician Establishment in the Irish Health Service

Quantitative data was collected in April 2017 to establish the number of funded Occupational Health

Physician posts and contracted sessions for Occupational Health Physicians.

Current situation

Table 5 .Overview of current specialist posts in the Irish Health Service Area Funded

Establishment OHP .FTE

Privately Contracted Sessions (Per month)

Permanent Vacancies

Specialist Registrars

Sligo General Hospital Temp contract 1 Galway University Hospital

1 16

Limerick University Hospital

1 14.5

Cork University Hospital .75 14 Kilkenny Hospital 1 4 Tullamore Hospital 12 Dr Steeven’s Hospital 11 1 Connolly Hospital 1 1 Beaumont hospital .8 1 Tallaght Hospital 1 St James’s Hospital 1 1 Mater Misericordiae Hospital

.8

St Vincent’s University Hospital

12

Children’s University Hospital

.5

Ou Lady’s Hospital for Sick Children

8

Our Lady’s Hospice 4 North East 1 The National Maternity Hospital

8

The Rotunda Hospital .2 St Michael’s Hospital 4 St John’s Hospital Limerick

4

Portiuncula Hospital 20

Important notes: One session = 3 hours.

All leave- maternity, study leave, sick leave and absences are built in to the existing staffing

Establishments

27

Current Medical Career Pathways for Occupational Health Physicians

Faculty of Occupational Medicine, Royal College of Physicians in Ireland

The Faculty of Occupational Medicine in the RCPI is the accredited training body for training in the

speciality of occupational medicine and currently has 7 specialist training posts. Specialist Trainees must

complete Basic Specialist Training before acceptance on this programme.

In addition, the FOM oversees the Licentiate Program and Examination and the Membership Programme of the Faculty of Occupation Medicine (LFOM and the MFOM). Specialist Registrars graduating from the training programme are entitled to Specialist Registration with the Medical Council of Ireland. Those who have acquired the MFOM by alternative means can attain specialist registration via an alternative pathway that is currently poorly defined. This pathway accounts for a small number in the national workforce entering the specialist registrar, less than 3 per year.

Current Levels/Grades

Currently there are two levels of Physician working in the Occupational Health Physician roles in the

services

1. General Physicians who have achieved or who are working towards achieving MFOM

(Occupational Health Physicians

2. Physicians on the Specialist Register for Occupational Medicine ( Specialist Occupational Health

Physicians)

There are various levels of proficiency and capabilities across the grades; as expected in any healthcare

setting. A framework for capability and competency development is outlined in appendix 5

Occupational Health Physicians and Irish Health Service Trends

At present there are 11.3 FTE Specialist OHP in the Health Services. 25% of OHS in the Irish Health

Services are privately contracted.

The gender balance at present is 50/50. One third of OHP are working less than full time.

Of the existing OHP, 8.3 FTE (75%) are within 10 years of retirement. This is a key finding from a

workforce planning perspective in terms of succession planning.

28

A recent recruitment campaign in April 2017 attracted a significant expression of interest and

competition both in Ireland and internationally.

A recent submission to the Department Of Health following an independent review (Hay report)

recommended that Specialists in Occupational Health in the HSE be granted Consultant Status and

offered equivalent contracts.

Specialist Registrar Training Positions.

The HSE currently funds seven (7) Specialist Registrar positions in the Faculty of Occupational Medicine

in a 4 year programme with 1-2 graduating per year.

Unlike other medical specialities, some graduates work in the health services and others are employed

in other Irish Public Services e.g.

The Civil Service

Department of Social Protection

Irish Rail

Department of Education

Dublin Fire Brigade

Dublin City Council

A number of graduates from the training programme are recruited to the private/independent sector.

EWTD compliance is 100%.

The gender balance in the Spr is 75:25 in favour of females.

The group are culturally diverse.

Migration is a not a major factor in comparison to other specialties.

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Alternative Pathway

A number of privately contracted Occupational Health Physicians are not specialists but have LFOM

qualification work within the Irish Health Service.

Approximately two of these doctors are working toward MFOM and specialist registration with the IMC

in any three year period.

This is an area that has been identified as an area of potential growth as a career pathway as an

alternative career.

Recommendation 3 The alternative pathway to specialisation should be more clearly defined by the Faculty of Occupational Medicine. WHWU will provide supports to doctors currently working in Occupational Health in the Irish Health Service to progress to specialisation if desired through mentoring, coaching and teaching within existing resources.

30

Developing the Workforce Plan for the Heath Service

Projected Need for Occupational Health Physicians 2017-2026

Currently there are 11 Occupational Health Physicians employed in the Irish Health Service with the

clinical equivalent of 6 OHPs contracted privately for Occupational Health Services. (Current provision

of contracted services is 131.5 sessions per month equating to 33 clinical sessions per week. This

constitutes a workload for approximately 6 full time OHPs including indirect work and travel time.)

It is estimated that taking potential retirements and attrition into consideration the following is the

requirement to provide OHP for the next five years (based on date of birth) (Table 2)

Table 6 Estimated Projections for Occupational Health Physician Posts for 2017-2027

Year Additional OHP Posts Required for the Irish Health Service

2017 6 Posts (unmet demand)

2018 1 Post

2019 0 Posts

2020 0 Posts

2021 4 Posts

2022 0

2023 0

2024 1

2025 1

2026 3

31

Recommendation 4 6 OHPs need to be employed immediately to replace private and temporary contracts* In the next 10 years, with normal attrition, the Health Service will need a further 10 OHPs to maintain existing services

*A national panel is being formed from an existing campaign and will address this need

Current Succession Planning

At present there are 7 Specialist Registrars (SpR) in a four year training programme. Two (2) will

graduate in June 2017 and one (1) will take Leave of absence. The FOM support flexible working

arrangements.

3 new trainees are scheduled to commence the programme in July 2017

The Specialist Registrars are employed in the Health Services and many other public services ( the

Police, fire brigade, civil service) on graduation. At any given time 3 Specialist Registrars are working

directly in the health service

It is important to document that the current number of Specialist Registrars Training Positions will

not meet the demand for the profession in the health services alone in the next 5-10 years.

32

Table 7. Profile of progression of Current Specialist Registrar Training

2016/2017 2017/2018 2018/2019 2019/2020 2020/2021

SpR 1

Yr 1 Yr 2 Yr 3 Yr 4 Graduate

July 2021

SpR 2

Yr 1 Yr 2 Yr 3 Yr 4 Graduate

July 2021

SpR 3

Yr 1 Yr 2 Yr 3 Yr 4 Graduate

July 2021

SpR 4

Yr 1 Yr 2 Yr 3 Yr 4 Graduate

July 2021

SpR 5 Yr 1 Yr 2 Yr 3 Yr 4

Graduate July 2020

SpR 6 Yr 2 Yr 2 (LOA) Yr 2 (LOA) Yr 3 Yr 4 Graduate

July 2021

Spr 7 Yr 2

Yr 3 Yr 4

Graduate July

2019

Spr 8 Yr 2

Yr 3 Yr 4

Graduate July

2019

Spr 9 Yr 3

Note .5

Yr 4

Note .5

Graduate July

2018

Spr 10 Yr 4 Graduate July

2017 2017

Spr 10 Yr 4 Graduate July

2017 2017

33

Proposed Succession Planning The intake of Specialist Registrars needs to be increased significantly. An 8th position has recently been

secured and filled by the WHWU.

There is sufficient capacity, and available trainers in existing services to increase this number to 18 for

the Irish Health Service alone, given current trends and prediction of 8 retirements in the next ten

years.

To meet the service demand in the health service, an additional 2 SpRs for the next 4 years is required.

Recommendation 5 At a minimum an additional 2 Specialist Registrars be recruited to the training programme year on year for the next five years to bring the total number of training places to 18, by 2022.

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Actions

Recommendation 1 and Recommendation 5 A National Workforce Plan for Occupational Health Physicians should be developed in 2017. Recommendation 5 At a minimum an additional 2 Specialist Registrars be recruited to the training programme year on year for the next five years to bring the total number of training places to 18, by 2022. The Faculty of Occupational Medicine is the Professional Body responsible for the co-ordination of a National Workforce Plan. ACTION: The WHWU will write to the Faculty to recommend this.

Recommendation 2 The HSE Staff Engagement surveys in 2018 will include specific metrics to monitor Staff Health and Wellbeing. ACTION: WHWU will engage in the survey design for 2018

Recommendation 3 The alternative pathway to specialisation should be more clearly defined by the Faculty of Occupational Medicine and the WHWU will write to the FOM highlighting this issue. ACTION: WHWU will provide supports to doctors currently working in Occupational Health in the Irish Health Service to progress to specialisation if desired through mentoring, coaching and teaching within existing resources.

Recommendation 4 In the next 10 years, with normal attrition, the Health Service will need a further 10 OHPs to maintain existing services ACTION: 6 OHPs are currently being recruited by WHWU and a panel is being formed for temporary vacancies

35

References

A Report by the All Party Parliamentary Group (2016) Occupational Medical Workforce Crisis. October

2016.

Government of Ireland ( 2003) Hanly Report of the National Task Force on Medical Staffing. Government of Ireland. Government of Ireland (2016 ) Department of Health, Health in Ireland, Key Trends Future Trends 2016 Government of Ireland. Health Service Executive (2015) Health Service People Strategy 2015-2018, Leaders in People Services.

Health Service Executive.

www.dh.gov.uk/publications Healthy Staff, Better Care for Patients. Realignment of Occupational

Health Services to the NHS in England .July 2011.

www.dh.gov.uk/publications NHS Health and Wellbeing Improvement Framework .July 2011

www .nhs employers.org/publications. National Health Service 2016. Your Occupational Health Service

National Health Service December 2016.

www .nhs employers.org/publications. Commissioning Occupational Health Services. December 2016.

www.robertsoncooper.com The Boorman Report on the Health –and Wellbeing of the NHS Staff:

Practical Advice for implementing its recommendations. May 2010.

36

Appendices

Appendix 1 Framework for Health and Wellbeing

Person/Sector Role

Staff

Personal Responsibility Health checks Prevention

Manager Occupational Health Staff engagement

Organisation WHWU Quality indicators

Health System HSE Department of Health

Community Public Health Strategy Government Policy

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Appendix 2. Standards for Occupational Health Services

Following an international trend many Occupational Health Services are seeking an accredited service

to ensure consistency of services and to provide benchmarking criteria.

Currently a set of National Standards for Occupational Health Services are in development with a

multidisciplinary consultative group. HIQA Safer Better Care Framework was used as a

framework.[www.hiqa.ie].

Following consultation with the Health Information and Quality Authority, it was agreed that the service

would develop unique standards in line with the Quality Assurance Framework (QAF) Safety and Quality

Improvement Directorate.

In accordance with the Framework, a Standards Project Group included representatives from Health

and Safety, Staff Health and Wellbeing and Occupational Health Services Nationwide. Also an Expert

Advisory group was also convened.

The draft standards were submitted for broad consultation in April 2017 and the National Standards for

Occupational Health Services standards will be launched on May 19th 2017.

• The aim of these standards is to help drive improvements in the quality and safety of

occupational health services in Ireland.

• Their purpose is to help the public, people who use occupational healthcare and the people

who provide them understand what a high quality, safe occupational health service looks like.

• In particular, the standards will:

• make sure that service providers are accountable to the public, service users and those

who fund them

• help the people in charge of occupational health services identify what they are doing

well, and where they need to improve

• help make sure that the quality and safety of occupational health services is the same

no matter where people live in Ireland or what health service they use – no matter

where the service is, it should be safe

• describe what should be in place for day-to-day services to be safe and effective.

38

In addition Quality Assurance + Improvement (QA+I) documents were developed to support

implementation of the standards.

39

Appendix 3. Metrics to Monitor Quality of Occupational Healthcare

Metric

Note

Time from referral to first appointment

Time from first appointment to delivery of a report to manager

Completeness of Hepatitis B vaccination

Prevalence of return to work planning

Completeness of referral for long term sickness absence

Prevalence of referral of musculoskeletal disorder for treatment

Completeness of referral for long term sickness absence

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Appendix 4 Measurement of demand

Demand

Assessing the volume and profile of health care workers attending OHPs is the first step in identifying

basic service demand, to make informed decisions about the OHP workforce. This requires a

systematic approach to collection of data. There are a number of potential challenges to measuring

demand. These include: inconsistency in the data being collected and reported, capability issues and

the resources to collect and interpret the data. However this data is critical to informing and

strengthening the understanding of demand for services.

Identifying the patterns of presentations to OHPS helps identify potential predictable ‘pressure points’

in the service and inform changes to produce more effective and efficient staffing deployment. For

example the start of an academic year presents an increase in relation to pre employment/clinical

placement processes, seasonal workloads associated with flu vaccination clinics.

Template for collection of data to measure demand.

Total number of presentations to OHD in a one year period Current Year

Previous Year

How many patients presenting in the same year are assigned to:

Assessment and determination of Fitness for work in uncomplicated cases

Management referrals seen by OHP

Referrals seen by OHN

Referrals seen by OHP

Health Surveillance work

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Appendix 5 Departmental Structure

The impact of the organisational environment is an important feature of workforce planning (Simmons

2011). The physical design of the department has implications for care delivery, that include number of

discrete spaces, distances between rooms, treatment bays and diagnostic areas, number of single

rooms etc.A first logical step is to consider the current layout/design features of an OHS. This will

provide a baseline for current, future and external comparative analysis on an OHP Service. The

template below provides a starting point to map current infrastructure and layout from the

consideration of a staffing perspective

How many reception areas are available?

How many clinic rooms are available?

What is the seating capacity in the waiting area?

How many workstations are available?

Are these workstations shared?

Are you able to maintain privacy and confidentiality

Location and proximity of satellite clinics

Is the department located separate from other services?

Provide further information

What are the design factors that need to be considered?

E.g. confidentiality, lighting, signage disability requirements, clinical requirements such as hand

wash sinks compliant with hand hygiene stipulations.

Is the OHD located near to high use services such as laboratory, pharmacy, storage areas? (Describe

the key factors and impact of these locations on how the OHD is staffed)

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Appendix 6 Capability Assessment

Capability in the context of workforce planning defines a range of knowledge, skills and experience;

either within existing or future workforce. It is essential to ensure that the right person, with the right

skills delivers care in the right place. It is designed to increase OHP engagement via targeted

development programmes which match current and future service needs.

Assessment of OHP capabilities across various grades/roles within the OHS, focusing on academic

preparation, mandatory training, OHS specific clinical skills, and composite care competence is key to

workforce planning. The Benner Model for competency development – from Novice to Expert is used as

a reference point.

Mandatory Education Profile

The facilitation of the Occupational Health Physician to attend mandatory education is critical to both

care delivery and the safety of the workforce alike. Facilitation of continuous mandatory education

supports the protection of workforce safety along with providing clear objectives to support them to

fulfill their role and responsibilities for patient safety (HIQA 2012) for specific elements of care; e.g.

data protection / hand hygiene.

Assessing this profile element on a regular basis, based on the relevant governing legislation/local

policy for training/re-training, facilitates the identification of necessary actions to support compliance.

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Capability

Insert the total number (Headcount not WTE) of each OHP grade at the top beside N=. Insert the total

number (Headcount) of OHP staff grade with the capability in each section. This will allow you to

calculate the overall total and percentage

Domain Capability OHP SPR Advanced

Beginner

Competent Proficient Expert

Academic Profile LFOM

MFOM

Specialist

Mandatory

Education

Profile

Minimal Lifting and

Handling certified

current

Fire Training certified

current

CPR certified current

Hand Hygiene Training

certified current

Specific OHS

Skillset

Prevention Timely inter Rehab Health assessment Promotion Teach and training Management Referral

Vaccinations

Surveillance

Complex cases

Competent in use of ICT

systems

Leadership Management of client flow Advanced clinical

44

decision making Advanced knowledge of policy, legal, ethical & clinical governance Advance role modelling

Human

Resources

Advanced roster building Advanced workforce management: staff deployment/allocation, supervision Advanced activity to support staff retention/engagement

Communications Advanced inter-professional communication Effective inter-

disciplinary team

working to support

prompt clinical

decisions to affect

quality, safety &

processes

Quality and Risk Effective monitoring and action plans to support high quality services/client care Effective reporting & management of risks/client safety concerns. Competent project &

change management

Financial

Planning

Effective deployment of business plans to support service developments. Effective staffing budgetary management

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Appendix 7 Staffing Establishments

Determination of Staffing Establishments

Staffing establishment is defined as the number in the team. In this case it is the number of people

working in the OHP team. The funded establishment is the approved number of staff, whereas the

actual establishment is the number actually in post. Key terms and data in developing a staffing

establishment include: planned and unplanned leave/time out; permanent and temporary vacancies;

supplementary staffing; and staff turnover. There are many reasons for collecting data on staffing

establishments – see below

1. To identify variance in the staffing establishment

Gathering data on the staffing establishment, actual and funded provides important data on the

potential difference between the actual and funded establishment. The first step is to seek

confirmation on the current staffing establishment, as recent national and/or local changes may have

affected historical establishments. This data is critical in order to develop action plans on resourcing the

establishment. Similarly it is important to understand the establishment fund for supervisory roles that

are supernumerary to the core staffing such as clinical leadership roles

2. To determine staffing time out

Time out is described as any time away from the clinical area, which may be planned or un-

planned. Planned leave/time out is leave including annual leave, maternity leave, study leave or

parental leave as examples.

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Staffing Establishments -Data collection process to record staffing establishments

OHP Registrar Subtotal Total

Funded

Establishment

Actual

Establishment

Permanent

Vacancies

Temporary

Vacancies

Sick Leave

Agency – if

relevant

Bank- if relevant

Overtime

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Appendix 8 Work & Well-being Survey (UWES) ©

Work engagement has been defined by Schaufeli et al (2002b:72) as ‘a positive, fulfilling work related state of mind that is characterized by vigor, dedication and absorption’. Work engagement has been listed as an important construct for performance and well- being. (Halbesleben 2010) . Engaged staff display a positive attitude towards work and high levels of energy They stay healthy in stressful environments and will actively assist their colleagues.

The questionnaire below is a validated tool for measuring engagement levels.

The following 9 statements are about how you feel at work. Please read each statement carefully and decide if you ever feel this way about your job. If you have never had this feeling, cross the “0” (zero) in the space after the statement. If you have had this feeling, indicate how often you feel it by crossing the number (from 1 to 6) that best describes how frequently you feel that way.

0. Almost never , -0 – A few times per year 1. Rarely - a few times per year 2. Once a month

3. Sometimes , A few times per month 3 Often, 4. Often - Once a week 5. very often a few times per week Always 6 Every day

1. ________ At my work, I feel bursting with energy 2. ________ At my job, I feel strong and vigorous 3. ________ I am enthusiastic about my job 4. ________ My job inspires me 5. ________ When I get up in the morning, I feel like going to work 6. ________ I feel happy when I am working intensely 7. ________ I am proud of the work that I do 8. ________ I am immersed in my work 9. ________ I get carried away when I’m working

© Schaufeli & Bakker (2003). The Utrecht Work Engagement Scale is free for use for non-commercial

scientific research. Commercial

and/or non-scientific use is prohibited, unless previous written permission is granted by the authors