1. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Remote Case Management By Anne Kennaugh

2. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 What is Remote Case Management? Our definition: Occupational health advice for an individual that can be given on the basis of a telephone consultation along with other medical reports as required. The OHA is unlikely to be based within the employer’s premises or to have face to face contact with the employee concerned.

3. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Remote Case Management Provides national coverage No requirement to have an OHA on site Cost effective for clients Time effective for OH Easy access for employee and employer Central point of contact with good knowledge of client

4. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Key Elements Referral Initial Contact Case Plan Review Closure

5. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Referral from manager Employee details Reason for referral Employee notified Employee job activities Employee contact while absent Existing adjustments What do they want to know?

6. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Initial Contact Preparation Refer to telephone consultation checklists Establish role of OH, reason for referral and confidentiality Take medical history Record current treatments Agree any actions and date of next contact

7. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Case Plan Considerations –Medical report –OH examination / consultation –Intervention treatments –Other healthcare providers i.e. PMI, EAP –Workplace assessment –Workplace adjustments Discuss/negotiate any possible adjustments with HR or line manager Agree timeframes if appropriate Send first report to management

8. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Review Regular reviews, how frequently depends on need of individual case Preparation, review –GP/OH reports –Treatments –Past notes Re-establish with employee current functional capacity Discuss reasonable adjustments Look for return to work opportunities Agree actions and date for next contact Send updated OH report to management

9. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Closure Challenging! Agree rehabilitation plan with employee and manager Close case – or if necessary Allow one review half way through rehabilitation plan.

10. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Potential difficulties Functional assessment Stress related symptoms Extended absence Disciplinary process

11. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Overcoming Potential Difficulties Use of Occupational Physician for functional assessment Appropriate questioning within the telephone consultation Timely, targeted reports from GP/Specialists Always keep OH remit in mind do not get involved in areas beyond this.

12. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Other considerations If central point of contact, OH are able to liaise with other providers Good opportunity to provide overview of service Centralised OH team, so better able to work effectively Better use of resources

13. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 Working Partnership with Client Clients require regular and efficient responses Must show good understanding of client and their work Consistent OHA team preferred OHA team must use opportunities to meet client Remote does not mean faceless

14. © Grosvenor Health Ltd RCN OH Managers Forum 5 December 2006 www.grosvenorhealth.com Tel. 0845 260 0690