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NATIONAL SURGICAL
TEACHING SOCIETY
FY Survival Guide
HOW TO GET THE HELP THAT YOU NEED
14 September 2023Dr Molly Nichols
Education Officer
Core Surgical Training (CT1) – Urology Theme, London
University of Oxford
FiY1 Oxford University Hospitals
FY1 Guy’s and St Thomas’ Hospitals
FY2 Maidstone and Tunbridge Wells Hospitals
FY3 Clinical Education Fellow, Imperial College London
Career goals: Urology with an educational roleKEY LEARNING OBJECTIVES
By the end of today’s session you should be able to:
• 1. Appropriately prepare to make a referral and use the SBAR tool to
deliver an effective handover
• 2. Collect sufficient information when receiving a handover/bleep
• 3. Effectively use the CUSS model to raise concerns to colleaguesWhy is this important?
• Get the help you need when you need it - reduce number of
calls/discussions
• Appropriately prioritise your workloadMaking referralsBefore making a referral…Before making a referral…
Specialty?Before making a referral…
Grade?
Specialty?Before making a referral…
When?
Grade?
Specialty?Before making a referral…
When?
How?
Grade?
Specialty?Before making a referral…
When?
Grade? How?
Where?
Specialty?Before making a referral…
• Know the reason for the referral – Don’t be afraid to
ask (CLARIFY DETAILS – timeframe)
• Plan what you will say
• Pre-empt questions you will be asked
• Up to date examination findings
• Notes: ECG, drug chart, op note, open up computer
notes (WR, clerking, Ix, obs – NEWS breakdown) –
• Do not lie/guessSBARSBAR
• S ituation
• B ackground
• A ssessment
• R ecommendationSBAR
• S Introduction, Question/request (advice/review/referral), urgency,
WHY YOU ARE CONCERNED, brief PC/HPC, Pt name and MRN, whereSBAR
• S Introduction, Question/request (advice/review/referral), urgency,
WHY YOU ARE CONCERNED, brief PC/HPC, Pt name and MRN, where
• B Reason for admission, Relevant PMHx (procedures), Ix, Mx so
far/current planSBAR
• S Introduction, Question/request (advice/review/referral), urgency,
WHY YOU ARE CONCERNED, brief PC/HPC, Pt name and MRN, where
• B Reason for admission, Relevant PMHx (procedures), Ix, Mx so
far/current plan
• A Outcome of your review (A>E), Obs, your impression, actions takenSBAR
• S Introduction, Question/request (advice/review/referral), urgency,
WHY YOU ARE CONCERNED, brief PC/HPC, Pt name and MRN, where
• B Reason for admission, Relevant PMHx (procedures), Ix, Mx so
far/current plan
• A Outcome of your review (A>E), Obs, your impression, actions taken
• R Explain what you need and ask their
recommendations, clarify expectations – action listRejections... (1)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Chest clear, no cough, afebrile. ?chest pathologyRejections... (1)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Chest clear, no cough, afebrile. ?chest pathologyRejections... (1)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Chest clear, no cough, afebrile. ?chest pathologyRejections... (2)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Routine admission CXRRejections... (2)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Routine admission CXRRejections... (2)
Order:
Erect CXR
Additional Information:
89 female admitted with R neck of femur fracture.
Routine admission CXRRejections...
Why are orders rejected?Rejections...
Why are orders rejected?
o Inappropriate Ix (overlap)
o Patient refusal – not informed?
o Inappropriate transport
o Not vetted
o Inappropriate information/unconvincing request
o Pt inappropriately prepped (NBM, oral contrast)Rejections...
Why are referrals rejected?Rejections...
Why are referrals rejected?
o Incorrect person/escalation/timing
o Inappropriate referral
o Disorganised/lacking information
o Unclear requestHow to handle rejections...
o Clarify whyime
o Ask what they suggest you should do
o Which change in conditions would warrant re-referral
o Document all discussions
o Ask for feedback!Taking referralsQuestions to ask… (1)
“Hello Doctor, my patient in bed 8 has a NEWS
score of 6. Please could you review them?”
What other information would you request?Questions to ask… (1)
• Who is calling?
• Where is the patient?/ pt details
• Recent obs – any change?C
• What is their impression/concern
• Clarify their expectations and explain your intended planQuestions to ask… (2)
“Hi, I have one small job to handover. Please
could you chase bloods for bed 10, AB on
Nightingale Ward?”
What other information would you request?Questions to ask… (2)
• Background of the patient, reason for admission
• Have the bloods been taken/sent – when?
• Why are the bloods being taken - what are they concerned about?
What should you action and when – anyone to inform?
• With imaging… does it need to happen overnight? Has it been vetted,
does it need vetting?Questions to ask…
• Essentially…. SBAR information!
• Caller and pt details
• Trend in obsdmission/procedures
• Day team plan
• If there is a mismatch – what are YOU worried about?Escalation
Raising concernsHow to escalate concerns
Which approach is most likely to get the registrar’s attention for review?
A) My consultant would like the patient to be reviewed today
B) I am concerned about this patient’s safety
C) This review is discharge dependent
D) The patient is NEWS 6
E) I don’t know the plan regarding this patientRaising Concerns: CUSS
• Concern
• U ncomfortable
• un S afe
• StopHelpful resources
• SBAR tool:
https://www.england.nhs.uk/wp-content/uploads/2021/03/qsir-sbar-
communication-tool.pdf
• Mind the bleep referral cheat sheet:
https://mindthebleep.com/wp-content/uploads/2020/10/Referral-
Cheat-Sheet-Oct-2021.pdf
• CUSS tool:
https://www.hse.ie/eng/about/who/qid/leadershipquality/challenging-
unsafe-behaviours-presentation.pdfAny Questions?
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