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NHS Health Check Learner and Assessor Workbook To accompany the NHS Health Check Competency Framework Updated July 2020NHS Health Check Learner and Assessor Workbook About Public Health England Public Health England exists to protect and improve the nation’s health and wellbeing, and reduce health inequalities. We do this through world-leading science, research, knowledge and intelligence, advocacy, partnerships and the delivery of specialist public health services. We are an executive agency of the Department of Health and Social Care, and a distinct delivery organisation with operational autonomy. We provide government, local government, the NHS, Parliament, industry and the public with evidence-based professional, scientific and delivery expertise and support. About Skills for Health Skills for Health is responsible for developing National Occupational Standards (NOS) for the healthcare occupations in the UK. The competencies included in the NHS Health Check competency framework are drawn from these standards. For queries relating to this document, please contact nhshealthchecks.mailbox@phe.gov.uk Public Health England Wellington House 133-155 Waterloo Road London SE1 8UG Tel: 020 7654 8000 www.gov.uk/phe Twitter: @PHE_uk Facebook: www.facebook.com/PublicHealthEngland © Crown copyright 2020 You may re-use this information (excluding logos) free of charge in any format or medium, under the terms of the Open Government Licence v3.0. To view this licence, visit OGL. Where we have identified any third-party copyright information you will need to obtain permission from the copyright holders concerned. Published July 2020 PHE publications PHE supports the UN Gateway number: GW-982 Sustainable Development Goals 2NHS Health Check Learner and Assessor Workbook Contents About Public Health England 2 About Skills for Health 2 1. Summary 4 2. Underpinning knowledge and skills 5 3. NHS Health Check programme competencies and learner workbook units 6 4. Assessing competence 8 4.1 Using this workbook 8 4.2 Assessment principles 8 4.3 Role of the assessor 9 4.4 Assessor criteria 9 4.5 Role of the learner 10 4.6 Getting signed off 10 5. NHS Health Check learner workbook units 12 5.1 Unit 1: NHS Health Check programme knowledge 12 5.2 Unit 2: Information governance and consent 15 5.3 Unit 3: Carry out NHS Health Check assessments with individuals at risk of developing cardiovascular disease 17 5.4 Unit 4: Undertake routine clinical measurements 20 5.5 Unit 5: Perform first line calibration on clinical equipment for use during NHS Health Check assessments 23 5.6 Unit 6: Perform point of care testing 25 5.7 Unit 7: Communicate with NHS Health Check clients about their health and wellbeing 27 5.8 Unit 8: Agree courses of action following NHS Health Check to address health and wellbeing needs of clients 30 5.9 Unit 9: Support NHS Health Check clients to access information services and facilities 32 5.10 Unit 10: Communicate results from NHS Health Check assessments 34 Appendix 1: Resources 37 3NHS Health Check Learner and Assessor Workbook 1. Summary The NHS Health Check is a national prevention programme which aims to reduce the chance of a heart attack, stroke or developing certain forms of dementia in people aged 40-74. It achieves this by assessing the top seven risk factors driving the burden of non-communicable disease in England. It provides individuals with behavioural support and where appropriate pharmacological treatment. The tests, measurements and risk management interventions that make up the NHS Health Check can be delivered in different settings by different professionals. For example, outreach models exist where health trainers, healthcare assistants and pharmacy assistants deliver health checks to increase engagement with the eligible population. As outlined in the NHS Health Check Competency Framework, it is the commissioners and providers responsibility to ensure that staff delivering NHS Health Checks have demonstrated that, as a minimum, they meet the competencies set out in the framework prior to delivering NHS Health Checks. These competencies comprise of: a) Core competencies (Care Certificate or equivalent) (Table 1) b) Clinical skills competencies specific to the check (Table 2) c) NHS Health Check programme competencies (Table 3) There are 7 NHS Health Check programme competencies in the June 2020 update of the Competency Framework. These are not new competencies, but a consolidated version of the ten competencies published in the 2015 version of the framework. Competency 2 has been re- named ‘Information Governance and Data Flow’ and has been expanded to incorporate invitations, client consent and consent to share data, which were previously listed as separate competencies. There are 10 learner workbook units in this document. 3 units fall under competency 3 ‘Risk Assessment’, 2 units fall under competency 6 ‘Brief Intervention/Signposting/Referral,’ and all remaining competencies have 1 associated workbook unit. This learner and assessor workbook is designed to be used in conjunction with the NHS Health Check Competency Framework, Best Practice Guidance and Programme Standards. Learners are encouraged to work through the workbook units with their assessor and produce a portfolio of evidence demonstrating how they meet the competencies prior to delivering NHS Health Checks. Learners may be taught in different ways, for example a face to face training session delivered by a local or external trainer, a group skills and knowledge workshop provided locally or nationally, or online training. Learners must be given a certificate of attendance which can be added to their portfolio and verified by their assessor. The learner should receive sign off for each unit from their assessor, with a final sign off awarded once they are fully competent across all areas. There is a section in the workbook for notes, additional resources, discussion and reflection. This document should remain with the learner and be used to demonstrate competence if they change employer. 4NHS Health Check Learner and Assessor Workbook 2. Underpinning knowledge and skills The NHS Health Check Competency Framework builds upon existing knowledge and skills that the learner may already have obtained via the Care Certificate, or equivalent, and/or the local induction programme offered by their employer. Assessors will review the learners existing competence, knowledge, skills and qualifications as well as experience, prior to starting this workbook. Learners must meet the core competencies (Table 1) and clinical skills competencies (Table 2). Table 1. Core competencies: relevant Care Certificate standards Core competencies 1. Personal development 2. Effective communication 3. Equality, diversity and inclusion 4. Duty of care 5. Safeguarding 6. Person-centred care and support 7. Handling information 8. Infection prevention and control 9. Health and safety 10. Moving and assisting 11. Basic life support 12. Privacy and dignity 13. Understanding your role Table 2. Clinical skills competencies Clinical skills Pulse measurement Blood pressure measurement Height and weight measurement Waist measurement 5NHS Health Check Learner and Assessor Workbook 3. NHS Health Check programme competencies and learner workbook units In addition to the core competencies (Care Certificate or equivalent) and clinical skills competencies described in section 2, staff carrying out an NHS Health Check must be able to demonstrate that they meet the NHS Health Check programme competencies. Table 3 shows how the seven NHS Health Check programme competencies map against the National Occupational Standards (NOS) and the 10 units learners will be assessed against in this workbook. More detailed information on the NOS can be found in the NHS Health Check Competency Framework. Table 3. Brief list of NHS Health Check programme competencies, mapped against NOS and learner workbook units. Programme Competencies National Occupational Learner workbook units Standards 1 Programme knowledge CHS227 Unit 1: NHS Health Check programme knowledge 2 Information governance NHS Health Check IG and Unit 2: Information data flow governance and consent (includes invitations, call/recall, patient and CHS167 data sharing consent) 3 Risk assessment CVD EF3 Unit 3: Carry out NHS Health Check GEN77 Assessments CHS217 Unit 5: Perform first line calibration on clinical equipment ready for use Unit 6: Perform point of care testing 4 Interpreting results CHS19.2012 Unit 4: Undertake routine clinical measurements 6NHS Health Check Learner and Assessor Workbook 5 Communication of risk CHS45 Unit 8: Agree actions to address health and CHS167 wellbeing 6 Brief intervention/ HT2 Unit 7: Communicate with signposting/referral client about health and SCDHSC0026 wellbeing Unit 9: Support clients to access information on services and facilities 7 Communication with GP CHS221 Unit 10: Communicate results with GP practice and relevant allied healthcare providers. 7NHS Health Check Learner and Assessor Workbook 4. Assessing competence 4.1 Using this workbook There are two main types of assessment included within this workbook: Underpinning knowledge The learner must provide evidence which demonstrates that they know and understand the underpinning knowledge, through: • one-to-one discussion • a group exercise • written examples (workbook / portfolio / case studies) • e-learning and testing. Competence The assessor will gather evidence during the assessment that demonstrates that the learner is competent by observing the learner in the workplace as part of their normal work duties. They will record their assessment decision in the workbook. Learners can practice and develop their new skills in a classroom, skills session or similar setting, but in order to be assessed as competent the assessor needs to watch the learner during real work activity. The workbook can be used to help the learner identify areas where further study or practice is needed in order to achieve competence. 4.2 Assessment principles As the competency framework is designed to be used by a variety of roles at different grades, the assessment evidence required should reflect this. It is important that the evidence that the learner is asked to produce is appropriate to the grade of their role and sufficient to make a judgement, whether this is written evidence, verbal discussion or observation of their performance in the workplace. It is equally important that assessors do not ‘over assess.’ Skills-based learning outcomes must be assessed using direct observation in the workplace as the primary source of evidence. Evidence must be generated during the learner’s normal work activity. Knowledge-based learning outcomes may be assessed using evidence generated outside of the work environment, e.g. in a classroom, via group learning or online. Evidence generated during the course of an assessment may be used to evidence achievement of more than one competency. Where appropriate the same evidence may also be used towards achieving the Care Certificate, and core competencies. In undertaking the competency framework, it may not be possible for the same person to be responsible for the assessment of every outcome. Where this is the case, there should be a 8NHS Health Check Learner and Assessor Workbook lead assessor who has overall responsibility for making a decision on whether the standard has been met. Where evidence of prior learning and knowledge is used, assessors must assure that the learner has current knowledge. Assessors should take every opportunity to assess holistically and proportionally. Good assessment practice involves ensuring that the assessor and learner are in agreement with what will be assessed and when. The learner’s progress should also be regularly reviewed against the competencies, and any actions to ensure progress is maintained should also be agreed. 4.3 Role of the assessor The role of the assessor is to make a judgement, based on the evidence provided by the learner, on whether or not they meet the core competencies, clinical competencies and programme competencies, i.e. if they can safely practice without direct line of sight supervision. Where an assessor is not able to make a judgement against one of the competencies, e.g. if it is outside their area of expertise, a practitioner skilled in the area of competence required should be used to observe the learner’s skills and knowledge and advise the assessor accordingly. Assessors may also ask the learner’s supervisor or colleagues for feedback about their skills and knowledge. This helps the assessor to build a complete picture of how the learner performs in any given task so that they can make a sound judgement about whether or not the learner is competent. Assessors and supervisors should produce a plan with the learner to advise them of deadline dates for written work, and details of when they will be observed and/or assessed. 4.4 Assessor criteria An assessor must: • be occupationally competent • be occupationally competent to assess. If an assessor does not hold a recognised assessor qualification they must meet the standards of assessment practice as set out in the Learning and Development National Occupational Standard: 09 Assess learner achievement • ensure learners understand the purpose, requirements and processes of any assessment • plan assessments to meet requirements and learner needs • use valid, fair, reliable and safe assessment methods • identify and collect evidence that is valid, authentic and sufficient to make assessment decisions against specified criteria • provide feedback to the learner that affirms achievement and identifies any additional requirements 9NHS Health Check Learner and Assessor Workbook • maintain required records of the assessment process, its outcomes and learner’s progress • work with others to ensure the standardisation of assessment practice and outcomes. The first task as an assessor will be to review the learner’s existing competence, skills, knowledge, qualifications and experience. Some learners will need to complete the entire workbook while others will be able to demonstrate prior learning and experience. Learners and assessors will need to ensure they can access a copy of the workbook and/or any other training resources that will help to achieve the required competence. 4.5 Role of the learner To be competent, learners need to meet all the learning outcomes contained within each of the 10 units outlined in section 5. Skills will improve the more learners practise and study, a learner’s full competence may take some time to achieve. Learners cannot be partially signed off against a competency, they are either ‘competent’ or ‘not yet competent’. A learner must not work unsupervised without being deemed competent to do so. 4.6 Getting signed off There are points throughout section 5 for the learner and assessor to sign and date against each unit. It is a good way of keeping track of the learning that has been undertaken. It can be referred back to at any time and used as a live record for continuing training, learning and development. Supervisors may use it during appraisals. The assessment checklist in Table 4 should be completed during the learning process. The declaration of competence in Table 5 should be signed once the assessor deems the learner competent against the whole NHS Health Check competency framework. It is useful to keep this workbook as a record in case the learner changes roles, teams or employers. If a learner has an extended break from work, or their role changes and they no longer use the NHS Health Check skills regularly, the learner will have to update their skills and knowledge. In some instances, they may be asked to be reassessed for a particular competency, if required, by a supervisor and/or employer. Table 4. Assessment checklist Checklist Unit Date competence confirmed Unit 1: NHS Health Check programme knowledge Unit 2: Information governance and consent Unit 3: Carry out NHS Health Check assessments Unit 4: Undertake routine clinical measurements Unit 5: Perform first line calibration on clinical equipment ready for use 10NHS Health Check Learner and Assessor Workbook Unit 6: Perform point-of-care testing during NHS Health Check assessments Unit 7: Communicate with client about their health and wellbeing Unit 8: Agree courses of action following NHS Health Check assessments to address health and wellbeing needs Unit 9: Support clients to access information on services and facilities Unit 10: Communicate results with GP practice and relevant allied healthcare providers Table 5. Declaration of competence Declaration of competence against the NHS Health Check competency framework Learner declaration: I confirm that the evidence listed for each of the workbook units is authentic and a true representation of my own work. Date Learner Name: Learner Signature: Assessor declaration: I confirm that the learner has achieved all the requirements of the NHS Health Check competency framework. Assessment was conducted under the specified conditions and is valid, authentic, reliable, current and sufficient. Date Assessor Name: Assessor Signature: Supervisor declaration: I acknowledge that the learner has been assessed against the NHS Health Check competency framework and deemed as competent to practice independently. Date Supervisor Name: Supervisor Signature: 11NHS Health Check Learner and Assessor Workbook 5. NHS Health Check learner workbook units 5.1 Unit 1: NHS Health Check programme knowledge Unit 1: NHS Health Check Programme Knowledge NHS Health Check competency: Programme Knowledge NOS: CHS227 Conduct health screening programmes Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can explain the Assessment of Date: how to prepare to purpose and scope knowledge and conduct NHS of the NHS Health understanding Assessor’s Health Check Check. during 1:1 Signature: assessments assessment with assessor or through group work. 2. Can summarise Assessment of the current knowledge and legislation, nationalunderstanding and local during 1:1 guidelines, policies,assessment with protocols and good assessor or practice guidelines through group or in relation to written work. carrying out a NHS Health Check. 3. Can identify the Assessment of range of facilities knowledge and and resources understanding needed to carry out during 1:1 the NHS Health assessment with Check. assessor, through group or written work. 4. Can describe the Assessment of range of knowledge and information and understanding tests required during 1:1 within the NHS assessment with Health Check. assessor, through group or written work. 5. Can describe the Assessment of importance of knowledge and quality assurance, understanding quality control and during 1:1 12NHS Health Check Learner and Assessor Workbook Unit 1: NHS Health Check Programme Knowledge NHS Health Check competency: Programme Knowledge NOS: CHS227 Conduct health screening programmes regular monitoring assessment with of quality within the assessor, through NHS Health Check. group or written work. 6. Can identify the Assessment of range and purpose knowledge and of equipment and understanding associated during 1:1 systems required assessment with for the NHS Health assessor, through Check and explain group or written their application. work. 2. Understands 1. Can describe Assessment of Date: the risk factors what may influence knowledge and associated with the effectiveness of understanding Assessor’s conducting NHS investigations, during 1:1 Signature: Health Check procedures and assessment with assessments interventions. assessor, through group or written work. 2. Can explain why Assessment of it is important to knowledge and recognise the understanding contra-indications during 1:1 and risk factors. assessment with assessor, through group or written work. 3. Can describe Assessment of how to comply with knowledge and risk assessments. understanding during 1:1 assessment with assessor, through group or written work. 3. Able to conduct 1. Can inform the Observed by Date: NHS Health client of the assessor as part of Check purpose of the learner’s normal Assessor’s assessments NHS Health Check work duties. Signature: and their expected commitment. 2. Can inform the Observed by client if any assessor as part of structures/systems learner’s normal are in place for work duties. referral and the selection criteria and processes for referral. 13NHS Health Check Learner and Assessor Workbook Unit 1: NHS Health Check Programme Knowledge NHS Health Check competency: Programme Knowledge NOS: CHS227 Conduct health screening programmes 3. Can inform the Observed by client of how the assessor as part of confidentiality of learner’s normal their data is work duties. assured. 4. Able to record 1. Can identify Assessment of Date: the results of NHS ways of presenting knowledge and Health Check information, understanding Assessor’s assessments including statisticalduring 1:1 Signature: and factual assessment with information assessor, through applicable to the group or written NHS Health Check. work. 2. Can describe the Assessment of relevant knowledge and information that understanding needs to be during 1:1 included in NHS assessment with Health Check assessor, through reports. group or written work. 3. Can collate all Observed by data and assessor as part of information from learner’s normal the NHS Health work duties. Check. 4. Can confirm that Observed by all NHS Health assessor as part of Check results have learner’s normal been fully checked. work duties. 5. Can check that Observed by all the information assessor as part of gathered is learner’s normal validated and work duties. authorised for inclusion in the report. 6. Can produce a Observed by report on the NHS assessor as part of Health Check in learner’s normal line with local and work duties. national guidelines. 5. Knows how to 1. Can describe the Assessment of Date: refer clients to importance of knowledge and others, following follow up understanding Assessor’s NHS Health requirements during 1:1 Signature: Check resulting from an assessment with assessments NHS Health Check. assessor, through group or written work. 14NHS Health Check Learner and Assessor Workbook Unit 1: NHS Health Check Programme Knowledge NHS Health Check competency: Programme Knowledge NOS: CHS227 Conduct health screening programmes 2. Can explain how Assessment of to initiate a referraknowledge and process. understanding during 1:1 assessment with assessor, through group or written work. 6. Knows the 1. Can explain how Assessment of Date: limitations of the the NHS Health knowledge and NHS Health Check identifies understanding Assessor’s Check and manages risk. during 1:1 Signature: assessment with assessor, through group or written work. 2. Can explain Assessment of what knowledge and measurements and understanding assessments are during 1:1 not included in an assessment with NHS Health Check. assessor, through group or written work. 5.2 Unit 2: Information governance and consent Unit 2: Information governance and consent NHS Health Check competency: Information governance NOS: CHS 167 Obtain valid consent or authorisation Learning Demonstrating Evidence of Assessors outcome Competence achieving Signature and competencies date 1. Understands 1. Can list the Assessment of Date: information information knowledge and governance governance and understanding Assessor’s policies and data protection during 1:1 Signature: procedures policies and assessment with procedures to assessor, through adhere to when group or written carrying out an work. NHS Health Check. 2. Can describe Assessment of how to address knowledge and questions from the understanding client relating to during 1:1 protection of their assessment with data. assessor, through group or written work. 15NHS Health Check Learner and Assessor Workbook Unit 2: Information governance and consent NHS Health Check competency: Information governance NOS: CHS 167 Obtain valid consent or authorisation 2. Able to find and 1. Can identify Assessment of Date: interpret where to find knowledge and information on additional understanding Assessor’s Data Protection information on data during 1:1 Signature: and information protection and assessment with governance information assessor, through governance. group or written work. 2. Can describe Assessment of how to interpret a knowledge and range of understanding information on data during 1:1 protection and assessment with information assessor, through governance. group or written work. 3. Understands 1. Can describe Assessment of Date: what is meant by why it is important knowledge and valid consent to establish valid understanding Assessor’s when carrying out consent. during 1:1 Signature: NHS Health assessment with Check assessor or assessments through group work. 2. Can list the Assessment of range of activities knowledge and for which to understanding establish valid during 1:1 consent. assessment with assessor or through group work. 4. Able to support 1. Can explain the Observed by Date: clients to purpose and assessor as part of understand what procedures for the learner’s normal Assessor’s is meant by valid valid consent to the work duties. Signature: consent when client. carrying out NHS 2. Can offer the Observed by Health Check client opportunities assessor as part of assessments to ask questions or learner’s normal seek clarification. work duties. 5. Able to obtain 1. Can check the Observed by my Date: valid consent client’s assessor as part of when carrying out identification learner’s normal Assessor’s NHS Health details according to work duties. Signature: Check local guidelines assessments before starting the valid consent process. 2. Can explain Assessment of what steps to take knowledge and 16NHS Health Check Learner and Assessor Workbook Unit 2: Information governance and consent NHS Health Check competency: Information governance NOS: CHS 167 Obtain valid consent or authorisation if consent cannot understanding be readily during 1:1 established. assessment with assessor, through group or written work. 3. Can complete Observed by the appropriate assessor as part of valid consent form learner’s normal where indicated. work duties. 4. Can check the Observed by client 's clear assessor as part of understanding and the learner’s confirm valid normal work duties. consent. 5. Can give Observed by reassurance that assessor as part of the client can the learner’s change their mind normal work duties. for consent at any stage. 5.3 Unit 3: Carry out NHS Health Check assessments with individuals at risk of developing cardiovascular disease Unit 3: Carry out NHS Health Check assessments with individuals at risk of developing cardiovascular disease NHS Health Check Competency: Risk assessment NOS: CVD EF3 Carry out assessment with individuals at risk of developing cardiovascular disease Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can list the key Assessment of Date: what is meant by components of the knowledge and cardiovascular cardiovascular understanding Assessor’s disease system and their during 1:1 Signature functions. assessment with assessor, through group or written work. 2. Can list the most Assessment of common forms of knowledge and cardiovascular understanding disease and their during 1:1 causes. assessment with assessor, through group or written work. 17NHS Health Check Learner and Assessor Workbook Unit 3: Carry out NHS Health Check assessments with individuals at risk of developing cardiovascular disease NHS Health Check Competency: Risk assessment NOS: CVD EF3 Carry out assessment with individuals at risk of developing cardiovascular disease 3. Can list the Assessment of common risk knowledge and factors including understanding lifestyle factors during 1:1 which determine assessment with the risk of assessor, through cardiovascular group or written disease and the work. relative impact of these factors. 4. Can describe the Assessment of physical, knowledge and psychological and understanding social effects that during 1:1 cardiovascular assessment with disease can have assessor, through on a client and group or written their families. work. 2. Understands 1. Can list the Assessment of Date: how to carry out types of clinical knowledge and NHS Health investigations understanding Assessor’s Check included in the during 1:1 Signature: assessments with NHS Health Check. assessment with clients at risk of assessor, through cardiovascular group or written disease work. 2. Can describe Assessment of how to interpret the knowledge and results of tests and understanding measurements for during 1:1 a client at assessment with significant risk of assessor, through developing group or written cardiovascular work. disease. 3. Can explain how Assessment of to calculate a knowledge and client’s levels of understanding risk of developing during 1:1 cardiovascular assessment with disease. assessor, through group or written work. 4. Can list the Assessment of appropriate tools knowledge and and methodologies understanding to measure during 1:1 individual’s assessment with 18NHS Health Check Learner and Assessor Workbook Unit 3: Carry out NHS Health Check assessments with individuals at risk of developing cardiovascular disease NHS Health Check Competency: Risk assessment NOS: CVD EF3 Carry out assessment with individuals at risk of developing cardiovascular disease physical indicators assessor, through of risk of group or written cardiovascular work. disease. 3. Able to carry 1. Can use Observed by Date: out NHS Health appropriate tools assessor as part of Check and methodologies learner’s normal Assessor’s assessments with to measure a work duties. Signature: clients at risk of client’s physical developing indicators of risk of Cardiovascular cardiovascular Disease disease. 2. Can use Observed by interview assessor as part of techniques to find learner’s normal out about work duties. a) factors in the client’s family history and lifestyle that may affect their levels of risk b) any symptoms the client has that may indicate they have cardiovascular disease c) any other conditions the client has that may affect their levels of risk. 3. Can calculate Observed by and record the assessor as part of client’s level of risklearner’s normal based on work duties. measurements and findings. 4. Can describe Observed by how to refer people assessor as part of to other learner’s normal practitioners when work duties. their needs are beyond own role or scope of practice. 19NHS Health Check Learner and Assessor Workbook 5.4 Unit 4: Undertake routine clinical measurements Unit 4: Undertake routine clinical measurements NHS Health Check competency: Interpreting results NOS: CHS19 Undertake routine clinical measurements Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can explain the Assessment of Date: what is meant by importance of knowledge and physiological undertaking understanding Assessor’s measurements physiological during 1:1 Signature: measurements. assessment with assessor or through group work. 2. Can explain the Assessment of major factors that knowledge and influence changes understanding in physiological during 1:1 measurements. assessment with assessor or through group work. 3. Can describe the Assessment of agreed process knowledge and when unable to understanding obtain or read a during 1:1 physiological assessment with measurement. assessor or through group work. 4. Can describe the Assessment of agreed process knowledge and when a understanding physiological during 1:1 measurement falls assessment with outside of normal assessor or levels. through group work. 2. Understands Assessment of Date: 1. Can explain the the physiological principles of pulse knowledge and states that can be rates to include: understanding Assessor’s measured during 1:1 Signature: a) normal pulse assessment with rate limits assessor or b) factors affecting through group work. pulse rates – raising or lowering c) factors affecting pulse regularity d) appropriate type of blood pressure 20NHS Health Check Learner and Assessor Workbook Unit 4: Undertake routine clinical measurements NHS Health Check competency: Interpreting results NOS: CHS19 Undertake routine clinical measurements monitor to use if pulse regularity is abnormal e) pulse sites on the body. Assessment of 2. Can explain the principles of blood knowledge and pressure to understanding include: during 1:1 assessment with a) blood pressure assessor or maintenance through group b) differentiation work. between systolic and diastolic blood pressure c) normal limits of blood pressure d) conditions of high or low blood pressure. 3. Can explain the Assessment of principles of body knowledge and understanding mass index (BMI) during 1:1 and waist circumference in assessment with relation to assessor or weight/dietary through group work. control. 3. Able to prepare 1. Can explain to Observed by Date: to take assessor as part of physiological the client what learner’s normal Assessor’s measurements for measurements will work duties. Signature: be undertaken and NHS Health why these are Check done. assessments 2. Can describe the Assessment of types of help knowledge and clients may need understanding before taking their during 1:1 assessment with physiological measurements assessor or including: through group work. a) adjusting a client’s clothing b) moving and assisting. 21NHS Health Check Learner and Assessor Workbook Unit 4: Undertake routine clinical measurements NHS Health Check competency: Interpreting results NOS: CHS19 Undertake routine clinical measurements Observed by 3. Can check all assessor as part of materials and equipment to be learner’s normal used are work duties. appropriately prepared. 4. Able to 1. Can reassure Observed by Date: undertake the client during assessor as part of physiological learner’s normal Assessor’s measurements for the physiological work duties. Signature: measurement NHS Health process. Check assessments 2. Can answer Observed by questions and deal assessor as part of with concerns learner’s normal during the work duties. physiological measurements process. Observed by 3. Can select and use appropriate assessor as part of equipment at the learner’s normal prescribed time work duties. and in the prescribed sequence to obtain an accurate measurement. 4. Can monitor the Observed by condition of the assessor as part of client throughout learner’s normal work duties. the measurement. 5. Can respond to Observed by any significant assessor as part of changes in the learner’s normal client’s condition. work duties. 6. Can record the Observed by client’s assessor as part of learner’s normal physiological work duties. measurements. 22NHS Health Check Learner and Assessor Workbook 5.5 Unit 5: Perform first line calibration on clinical equipment for use during NHS Health Check assessments Unit 5: Perform first line calibration on clinical equipment for use during NHS Health Check assessments NHS Health Check competency: Risk assessment NOS: GEN77 Perform first line calibration on clinical equipment to ensure it is fit for use Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can list the Assessment of Date: the procedures standard operating knowledge and involved in the procedures and understanding Assessor’s calibration of policies and during 1:1 Signature: equipment for use explain their assessment with during NHS importance. assessor or Health Check through group assessments work. 2. Can explain the Assessment of importance of knowledge and accuracy and understanding precision when during 1:1 calibrating assessment with equipment. assessor or through group work. 3. Can explain how Assessment of to check for validityknowledge and and reliability when understanding calibrating during 1:1 equipment. assessment with assessor or through group work. 4. Can identify the Assessment of common faults in knowledge and equipment and understanding explain the during 1:1 corrective action assessment with that should be assessor or taken. through group work. 5. Can explain how Assessment of to recognise the knowledge and factors which could understanding affect safety or during 1:1 pose a risk assessment with associated with the assessor or use of equipment. through group work. 23NHS Health Check Learner and Assessor Workbook Unit 5: Perform first line calibration on clinical equipment for use during NHS Health Check assessments NHS Health Check competency: Risk assessment NOS: GEN77 Perform first line calibration on clinical equipment to ensure it is fit for use 2. Able to perform 1. Can perform Observed by Date: calibration of checks to confirm assessor as part of equipment for use the operational learner’s normal Assessor’s in NHS Health status of work duties. Signature: Check equipment. assessments 2. Can select Observed by reference material assessor as part of to calibrate learner’s normal equipment for work duties. operation. 3. Can use Observed by standards to assessor as part of undertake the learner’s normal calibration of work duties. equipment for the intended purpose. 4. Can follow Observed by procedures to assessor as part of confirm the learner’s normal accuracy, precision work duties. and operational effectiveness of equipment. 5. Can confirm the Observed by equipment is assessor as part of suitable and ready learner’s normal to use. work duties. 3. Able to 1. Can record the Observed by Date: conclude and validity and assessor as part of report on tests on reliability of the learner’s normal Assessor’s equipment for use calibration work duties. Signature: in NHS Health procedure. Check assessments 2. Can explain Assessment of what you should do knowledge and if you identify any understanding equipment that during 1:1 does not meet assessment with calibration assessor or standards and the through group actions to take to work. prevent accidental use. 3. Can describe Assessment of when to notify the knowledge and appropriate person understanding of the status of during 1:1 equipment assessment with following assessor or 24NHS Health Check Learner and Assessor Workbook Unit 5: Perform first line calibration on clinical equipment for use during NHS Health Check assessments NHS Health Check competency: Risk assessment NOS: GEN77 Perform first line calibration on clinical equipment to ensure it is fit for use calibration, seeking through group advice as work. necessary. 5.6 Unit 6: Perform point of care testing Unit 6: Perform point of care testing NHS Health Check competency: Risk assessment NOS: CHS217 Performing point-of-care testing Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can define Assessment of Date: point-of-care ‘point-of-care knowledge and testing testing.’ understanding Assessor’s during 1:1 signature: assessment with assessor or through group work. 2. Can describe the Assessment of purpose of quality knowledge and control in a point ofunderstanding care testing during 1:1 environment. assessment with assessor or through group work. 3. Can describe the Assessment of possible causes knowledge and and remedial understanding action in the event during 1:1 of an erroneous assessment with quality control assessor or check. through group work. 4. Can explain Assessment of what to do and who knowledge and to contact if the understanding results fall outside during 1:1 of the expected assessment with parameters. assessor or through group work. 2. Able to prepare 1. Can explain the Observed by Date: for point-of-care procedure to the assessor as part of testing in NHS client and confirm learner’s normal Assessor’s Health Check their work duties. Signature: assessments understanding. 25NHS Health Check Learner and Assessor Workbook Unit 6: Perform point of care testing NHS Health Check competency: Risk assessment NOS: CHS217 Performing point-of-care testing 2. Can match the Observed by point of care assessor as part of request against the learner’s normal tests planned, work duties. raising queries if discrepancies occur. 3. Can select and Observed by position the assessor as part of equipment, learner’s normal resources and work duties. systems for the point-of-care procedure. 4. Can check the Observed by integrity and expiry assessor as part of date of test strips. learner’s normal work duties. 5. Can check and Observed by complete the assessor as part of calibration and learner’s normal routine quality work duties. control in accordance with the manufacturer’s guidelines. 6. Can check Observed by external quality assessor as part of assurance results learner’s normal against expected work duties. performance parameters. 3. Able to perform 1. Can check that Observed by Date: point-of-care the specimen/ assessor as part of testing in NHS sample is of learner’s normal Assessor’s Health Check suitable quality for work duties. Signature: assessments testing in accordance with policy and procedures. 2. Can conduct the Observed by point of care assessor as part of testing in learner’s normal accordance with work duties. policy and procedures. 3. Can record the Observed by point of care assessor as part of testing results in learner’s normal accordance with work duties. 26NHS Health Check Learner and Assessor Workbook Unit 6: Perform point of care testing NHS Health Check competency: Risk assessment NOS: CHS217 Performing point-of-care testing policy and procedures. 4. Can check the Observed by test results against assessor as part of accepted learner’s normal performance work duties. parameters. 5. Can describe the Assessment of action to take when knowledge and encountering understanding limitations/sources during 1:1 of error when assessment with performing point of assessor or care testing. through group work. 6. Can dispose of Observed by waste materials in assessor as part of accordance with Learner’s normal policy and work duties. procedures. 7. Can Observed by decontaminate assessor as part of equipment used in Learner’s normal accordance with work duties. policy and procedures. 5.7 Unit 7: Communicate with NHS Health Check clients about their health and wellbeing Unit 7: Communicate with NHS Health Check clients about their health and wellbeing NHS Health Check competency: Brief intervention/signposting/referral NOS: HT2 Communicate with individuals about promoting their health and wellbeing SCDHSC0027 Support individuals to access information on services and facilities Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can explain the Assessment of Date: concepts of terms ‘health and knowledge and health and wellbeing.’ understanding Assessor’s wellbeing in during 1:1 Signature: relation to NHS assessment with Health Check assessor or assessments through group work. 2. Can define the Assessment of term ‘lifestyle.’ knowledge and 27NHS Health Check Learner and Assessor Workbook Unit 7: Communicate with NHS Health Check clients about their health and wellbeing NHS Health Check competency: Brief intervention/signposting/referral NOS: HT2 Communicate with individuals about promoting their health and wellbeing SCDHSC0027 Support individuals to access information on services and facilities understanding during 1:1 assessment with assessor or through group work. 3. Can explain the Assessment of links between knowledge and lifestyle and health understanding and wellbeing. during 1:1 assessment with assessor or through group work. 2. Understands 1. Can identify the Assessment of Date: factors factors influencing knowledge and influencing health individual’s health understanding Assessor’s and wellbeing and wellbeing. during 1:1 Signature: assessment with assessor or through group work. 2. Can identify Assessment of wider determinants knowledge and of health and understanding wellbeing. during 1:1 assessment with assessor or through group work. 3. Can understand Assessment of key health knowledge and promotion understanding messages and the during 1:1 benefits of making assessment with lifestyle changes. assessor or through group work. 4. Can identify Assessment of other people and knowledge and agencies who understanding might be able to during 1:1 help clients to assessment with improve their assessor or health and through group wellbeing. work. 3. Encourages 1. Can raise the Observed by Date: clients to address client’s awareness assessor as part of issues relating to of the key issues 28NHS Health Check Learner and Assessor Workbook Unit 7: Communicate with NHS Health Check clients about their health and wellbeing NHS Health Check competency: Brief intervention/signposting/referral NOS: HT2 Communicate with individuals about promoting their health and wellbeing SCDHSC0027 Support individuals to access information on services and facilities their health and relating to their learner’s normal Assessor’s wellbeing health and work duties. Signature: wellbeing. 2. Can describe a Observed by range of assessor as part of approaches that learner’s normal apply to promoting work duties. health and wellbeing. 3. Can use a range Observed by of methods for assessor as part of providing learner’s normal information on work duties. health and wellbeing. 4. Can help the Observed by client to identify assessor as part of factors affecting learner’s normal their own health work duties. and wellbeing. 5. Can explore the Observed by client’s knowledge assessor as part of and beliefs about learner’s normal health and work duties. wellbeing. 6. Can encourage Observed by the client to take assessor as part of responsibility for learner’s normal changing their work duties. behaviour. 7. Can help the Observed by client to get hold of assessor as part of reliable and up-to- learner’s normal date information work duties. and advice. 8. Can help the Observed by client to access assessor as part of appropriate learner’s normal support. work duties. 29NHS Health Check Learner and Assessor Workbook 5.8 Unit 8: Agree courses of action following NHS Health Check to address health and wellbeing needs of clients Unit 8: Agree courses of action following the NHS Health Check to address health and wellbeing needs of clients NHS Health Check competency: Communication of risk NOS: CHS45 Agree courses of action following assessment to address wellbeing needs of individuals Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Understands 1. Can describe the Assessment of Date: the courses of reasons why it is knowledge and action following important to be understanding Assessor’s NHS Health honest and during 1:1 Signature: Check transparent assessment with assessments to concerning the assessor or address health outcome of the through group and wellbeing NHS Health Check. work. needs of clients 2. Can describe the Assessment of different fears and knowledge and concerns that understanding clients may have during 1:1 about the assessment with outcomes of the assessor or NHS Health Check. through group work. 3. Can explain the Assessment of risks which may be knowledge and inherent in various understanding courses of action during 1:1 and how to assessment with evaluate these assessor or realistically. through group work. 4. Can list the Assessment of resources available knowledge and to meet the client’s understanding needs from a during 1:1 variety of assessment with organisations, and assessor or how to access through group these. work. 2. Able to review 1. Can obtain and Observed by Date: client’s review all of the assessor as part of assessment information from learner’s normal Assessor’s results the NHS Health work duties. Signature: Check. 2. Can identify any Observed by gaps or ambiguities assessor as part of in the assessment learner’s normal results and seek work duties. clarification or 30NHS Health Check Learner and Assessor Workbook Unit 8: Agree courses of action following the NHS Health Check to address health and wellbeing needs of clients NHS Health Check competency: Communication of risk NOS: CHS45 Agree courses of action following assessment to address wellbeing needs of individuals further information from relevant members of the team. 3. Can discuss the Observed by assessment results assessor as part of with members of learner’s normal team to: work duties. a) agree the outcomes b) identify any risks to the client c) identify potential actions. 3. Able to carry 1. Can discuss the Observed by Date: out follow up outcomes of the assessor as part of meetings with NHS Health Check learner’s normal Assessor’s NHS Health with the client and work duties. Signature: Check clients key people in a way that is meaningful to them. 2. Can explore the Observed by possible actions to assessor as part of be taken and learner’s normal provide the client / work duties. key people with a rationale for them. 3. Can explain the Observed by benefits and risks assessor as part of associated with the learner’s normal actions. work duties. 4. Can agree the Observed by actions to be taken assessor as part of with the client learner’s normal based on the work duties. results of the check and other relevant factors. 4. Able to finalise 1. Can make any Observed by Date: arrangements to necessary assessor as part of meet the needs of arrangements in learner’s normal Assessor’s clients. relation to the work duties. Signature: actions to meet the needs of the client. 2. Can produce Observed by referrals to other assessor as part of practitioners that 31NHS Health Check Learner and Assessor Workbook Unit 8: Agree courses of action following the NHS Health Check to address health and wellbeing needs of clients NHS Health Check competency: Communication of risk NOS: CHS45 Agree courses of action following assessment to address wellbeing needs of individuals contain all the learner’s normal necessary work duties. information and are presented clearly and logically. 5.9 Unit 9: Support NHS Health Check clients to access information services and facilities Unit 9: Support NHS Health Check clients to access information services and facilities NHS Health Check competency: Brief intervention/signposting/referral NOS: SCDHSC0027 Support individuals to access information on services and facilities Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Knows ways to 1. Can identify the Assessment of Date: support NHS types of services knowledge and Health Check and facilities about understanding Assessor’s clients to access which clients may during 1:1 Signature: information on require information. assessment with services and assessor or facilities through group work. 2. Can identify Assessment of possible barriers to knowledge and accessing and understanding understanding during 1:1 information. assessment with assessor or through group work. 3. Can describe Assessment of ways to overcome knowledge and barriers to understanding accessing during 1:1 information. assessment with assessor or through group work. 4. Can describe Assessment of how to access a knowledge and range of formats, understanding translations and during 1:1 technology that assessment with could make assessor or 32NHS Health Check Learner and Assessor Workbook Unit 9: Support NHS Health Check clients to access information services and facilities NHS Health Check competency: Brief intervention/signposting/referral NOS: SCDHSC0027 Support individuals to access information on services and facilities information more through group accessible for work. clients. 5. Can describe Assessment of types of support knowledge and clients may need to understanding enable them to during 1:1 identify and assessment with understand assessor or information. through group work. 2. Able to work 1. Can work with Observed by Date: with clients to the client to identifyassessor as part of select and obtain relevant and up to learner’s normal Assessor’s information about date information on work duties. Signature: services and services and facilities facilities that meet their assessed needs and wishes. 2. Can support the Observed by client to obtain assessor as part of selected learner’s normal information in their work duties. preferred format and language. 3. Able to work 1. Can support the Observed by Date: with clients to client to access the assessor as part of access and use content of Learner’s normal Assessor’s information about information about work duties. Signature: services and services and facilities facilities. 2. Can Observed by demonstrate ways assessor as part of to check the Learner’s normal client’s work duties. understanding of the information. 3. Can work with Observed by the client to access assessor as part of a service or facility Learner’s normal using the work duties. information, in ways that promote active participation. 4. Can describe Assessment of ways to support knowledge and clients to deal with understanding any issues or during 1:1 concerns that may assessment with 33NHS Health Check Learner and Assessor Workbook Unit 9: Support NHS Health Check clients to access information services and facilities NHS Health Check competency: Brief intervention/signposting/referral NOS: SCDHSC0027 Support individuals to access information on services and facilities arise from the assessor or content of through group information. work. 5.10 Unit 10: Communicate results from NHS Health Check assessments Unit 10: Communicate results from NHS Health Check assessments NHS Health Check competency: Communication with GP NOS: CHS221 Report results from healthcare investigations Learning outcome Demonstrating Evidence of Assessor’s competence achieving signature and competencies date 1. Able to collate 1. Can explain the Assessment of Date: data following importance of knowledge and NHS Health recognising when understanding Assessor’s Check the check is during 1:1 Signature: assessments complete. assessment with assessor or through group work. 2. Can collate Observed by results from a assessor as part of complete check Learner’s normal using the approved work duties. protocols and procedures. 2. Able to process 1. Can explain how Assessment of Date: data following to process data to knowledge and NHS Health extract relevant understanding Assessor’s Check and accurate during 1:1 Signature assessments results from the assessment with check to create a assessor or report in line with through group appropriate work. guidelines, protocols and procedures. 2. Can describe the Assessment of authorisation knowledge and protocols and understanding procedures during 1:1 required for issuing assessment with reports. assessor or through group work. 3. Can list the Assessment of protocols and knowledge and 34NHS Health Check Learner and Assessor Workbook Unit 10: Communicate results from NHS Health Check assessments NHS Health Check competency: Communication with GP NOS: CHS221 Report results from healthcare investigations procedures for understanding providing verbal during 1:1 reports to assessment with authorised assessor or recipients. through group work. 4. Can identify how Assessment of to recognise knowledge and situations where understanding there is a need for during 1:1 urgent reporting of assessment with results to assessor or colleagues or key through group stakeholders. work. 5. Can check that Observed by the identity of the assessor as part of client and the learner’s normal results for the work duties. appropriate check match. 6. Can check the Observed by accuracy of results assessor as part of using defined learner’s normal validation criteria, work duties. identify any anomalous results and take the appropriate action. 7. Can identify the Assessment of range of normal knowledge and values and the understanding significance of during 1:1 normal and assessment with abnormal results assessor or during the check. through group work. 8. Can check the Observed by correlation of assessor as part of results with the learner’s normal client’s information. work duties. 9. Can transfer Observed by results into a assessor as part of database or other learner’s normal record in work duties. preparation for hard copy or electronic reporting, where applicable. 3. Able to report 1. Can describe Assessment of Date: against data how and when to knowledge and 35NHS Health Check Learner and Assessor Workbook Unit 10: Communicate results from NHS Health Check assessments NHS Health Check competency: Communication with GP NOS: CHS221 Report results from healthcare investigations collected during add additional understanding Assessor’s NHS Health statements to during 1:1 Signature: Check clarify results, in assessment with assessments line with protocols assessor or and procedures, through group ensuring this does work. not change the meaning of the result. 2. Can explain how Assessment of to recognise knowledge and anomalous results understanding and the appropriate during 1:1 actions required. assessment with assessor or through group work. 3. Can explain how Assessment of and when to knowledge and generate additional understanding results. during 1:1 assessment with assessor or through group work. 4. Can consult, as Observed by appropriate, with assessor as part of colleagues to learner’s normal support, confirm or work duties. resolve any concerns in the reporting of results. 5. Can generate Observed by the report in the assessor as part of agreed format, learner’s normal using relevant data work duties. as appropriate. 6. Can confirm Observed by authorisation from assessor as part of relevant clients for learner’s normal the release of the work duties. report. 7. Can issue Observed by authorised reports assessor as part of in line with learner’s normal appropriate work duties. guidelines, protocols and procedures. 36NHS Health Check Learner and Assessor Workbook Appendix 1: Resources The following resources can be downloaded or printed and used in the learner’s portfolio for gathering evidence of achievements. 1. Learner’s notes 2. Additional learning resources 3. Learner’s reflections 1. Learner’s notes Name: ___________________________________ Date: _______________ Unit: _________________________________________________________ Workbook notes This page should be used to record any notes during the training session and key learning points. These notes may be used by the assessor to help gather evidence towards a unit. 37NHS Health Check Learner and Assessor Workbook 2. Additional learning resources Name: ___________________________________ Date: _______________ Unit: _________________________________________________________ Additional learning resources This section should be used to note down any additional learning resources or websites 38NHS Health Check Learner and Assessor Workbook 3. Learner’s reflections Name: ___________________________________ Date: _______________ Unit: _________________________________________________________ Reflections Reflect on learning and how it will be put into practice 39